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7 Best Performing Mid & Small Cap Mutual Funds SIP 2024 | Fincash.com

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7 Best Mid & Small Cap Funds for SIP Investment 2024

Updated on February 19, 2024 , 42198 views

Mid cap and Small cap funds are a type of equity Mutual Fund that invests in stocks of companies that have a potential to be the future leaders. These funds are known for their potential deliveries in a long term period. mid cap funds invest in companies which have a Market capitalization (MC= no of shares issued by the company X market price per share) of INR 500 Cr to INR 1000 Cr. And, small caps are typically defined as firms with a market cap of around INR 500 Crore. Though, mid and small cap funds carry higher risk than large cap, these companies, if managed well, can turn into big companies in the long-run. Investors planning to invest in these funds are advised to invest via a SIP. SIP or Systematic Investment plan is the most effective way of Investing in Equity Funds. A SIP is usually a monthly or a quarterly investment that happens automatically on a pre-decided date. Due to its investment process, it can prevent from the pitfalls of equity investments. SIPs are also a great tool to make investing become a habit. So, here are the best mid and small cap funds for SIP investment to invest 2024 – 2025.

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Best Performing Mid Cap and Small Cap Funds for SIP FY 24 - 25

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Small Cap Fund Growth ₹143.607
↓ -0.13
₹45,894 100 1223.955.636.431.948.9
L&T Emerging Businesses Fund Growth ₹71.8144
↓ -0.44
₹13,981 500 8.821.85035.325.846.1
Motilal Oswal Midcap 30 Fund  Growth ₹76.0981
↑ 0.05
₹7,972 500 15.229.55233.227.541.7
HDFC Small Cap Fund Growth ₹121.2
↓ -0.60
₹28,607 300 11.219.950.432.424.844.8
Franklin India Smaller Companies Fund Growth ₹151.003
↓ -0.23
₹11,834 500 1125.756.53225.152.1
Sundaram Small Cap Fund Growth ₹225.322
↓ -0.85
₹3,063 100 11.224.552.430.125.445.3
HDFC Mid-Cap Opportunities Fund Growth ₹158.293
↓ -0.40
₹59,027 300 15.426.855.829.926.144.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 24
*List of funds based on Assets >= 500 Crore & Sorted based on 3 Year CAGR Return.

1. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.9% since its launch.  Ranked 6 in Small Cap category.  Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (20 Feb 24) ₹143.607 ↓ -0.13   (-0.09 %)
Net Assets (Cr) ₹45,894 on 31 Jan 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 3.49
Information Ratio 1.06
Alpha Ratio 8.21
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,906
31 Jan 21₹13,236
31 Jan 22₹22,842
31 Jan 23₹24,230
31 Jan 24₹37,971

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 2%
3 Month 12%
6 Month 23.9%
1 Year 55.6%
3 Year 36.4%
5 Year 31.9%
10 Year
15 Year
Since launch 21.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.08 Yr.
Kinjal Desai25 May 185.69 Yr.
Tejas Sheth1 Feb 231 Yr.

Data below for Nippon India Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials31.08%
Financial Services14.01%
Consumer Cyclical11.49%
Basic Materials10.73%
Technology9.55%
Consumer Defensive7.61%
Health Care7.6%
Communication Services1.85%
Utility1.03%
Energy0.6%
Real Estate0.31%
Asset Allocation
Asset ClassValue
Cash3.57%
Equity96.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
3%₹1,157 Cr3,267,559
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹829 Cr4,850,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹666 Cr4,400,000
↓ -356,932
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹654 Cr1,080,116
↓ -40,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | BHEL
1%₹646 Cr33,400,245
↓ -2,922,950
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
1%₹592 Cr1,851,010
Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP
1%₹569 Cr872,720
Cyient Ltd (Industrials)
Equity, Since 31 Mar 12 | CYIENT
1%₹568 Cr2,477,151
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA
1%₹537 Cr31,784,062
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹522 Cr614,625

2. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 22.3% since its launch.  Ranked 2 in Small Cap category.  Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (21 Feb 24) ₹71.8144 ↓ -0.44   (-0.61 %)
Net Assets (Cr) ₹13,981 on 31 Jan 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 3.31
Information Ratio 0.75
Alpha Ratio 7
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,015
31 Jan 21₹11,130
31 Jan 22₹19,712
31 Jan 23₹19,989
31 Jan 24₹30,809

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 2.1%
3 Month 8.8%
6 Month 21.8%
1 Year 50%
3 Year 35.3%
5 Year 25.8%
10 Year
15 Year
Since launch 22.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.13 Yr.
Cheenu Gupta1 Oct 230.34 Yr.
Sonal Gupta1 Oct 230.34 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials35.44%
Basic Materials14.87%
Consumer Cyclical14.35%
Technology10.77%
Financial Services8.57%
Real Estate5.84%
Health Care4.86%
Consumer Defensive2.45%
Energy0.85%
Communication Services0.49%
Asset Allocation
Asset ClassValue
Cash1.51%
Equity98.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹425 Cr701,601
↓ -12,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
3%₹411 Cr4,981,639
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | SONATSOFTW
3%₹364 Cr4,896,490
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | BRIGADE
3%₹340 Cr3,791,618
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
3%₹331 Cr2,188,200
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹320 Cr985,358
Birlasoft Ltd (Technology)
Equity, Since 31 Aug 20 | BSOFT
2%₹319 Cr4,417,943
↓ -178,257
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹293 Cr870,422
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | EIHOTEL
2%₹250 Cr10,023,622
Maharashtra Seamless Ltd (Basic Materials)
Equity, Since 31 Dec 16 | MAHSEAMLES
2%₹241 Cr2,607,628

3. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.5% since its launch.  Ranked 27 in Mid Cap category.  Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (20 Feb 24) ₹76.0981 ↑ 0.05   (0.06 %)
Net Assets (Cr) ₹7,972 on 31 Jan 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 2.69
Information Ratio 0.52
Alpha Ratio 4.2
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹12,263
31 Jan 21₹12,611
31 Jan 22₹19,687
31 Jan 23₹21,649
31 Jan 24₹32,009

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 3%
3 Month 15.2%
6 Month 29.5%
1 Year 52%
3 Year 33.2%
5 Year 27.5%
10 Year
15 Year
Since launch 22.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.59 Yr.
Ankush Sood11 Nov 221.22 Yr.
Rakesh Shetty22 Nov 221.19 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Jan 24

Equity Sector Allocation
SectorValue
Technology24.77%
Industrials19.89%
Financial Services15.17%
Consumer Cyclical13.79%
Basic Materials12.04%
Real Estate8.28%
Health Care3.2%
Communication Services0.12%
Asset Allocation
Asset ClassValue
Cash2.75%
Equity97.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹709 Cr960,000
↓ -10,547
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
9%₹687 Cr29,500,000
↑ 2,239,372
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
8%₹619 Cr50,000,000
↑ 2,953,532
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
7%₹536 Cr1,513,529
↑ 913,529
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
7%₹502 Cr800,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
7%₹501 Cr4,250,000
↑ 250,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | CGPOWER
6%₹454 Cr10,000,000
↑ 500,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Sep 22 | DEEPAKNTR
6%₹450 Cr1,814,500
↓ -10,500
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
5%₹385 Cr1,500,000
↑ 50,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 18 | CHOLAFIN
5%₹378 Cr3,000,000
↓ -563,322

4. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 9 in Small Cap category.  Return for 2023 was 44.8% , 2022 was 4.6% and 2021 was 64.9% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (21 Feb 24) ₹121.2 ↓ -0.60   (-0.49 %)
Net Assets (Cr) ₹28,607 on 31 Jan 24
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 3.38
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹9,678
31 Jan 21₹11,167
31 Jan 22₹18,172
31 Jan 23₹19,039
31 Jan 24₹29,339

HDFC Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for HDFC Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 2%
3 Month 11.2%
6 Month 19.9%
1 Year 50.4%
3 Year 32.4%
5 Year 24.8%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.8%
2022 4.6%
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 149.6 Yr.
Dhruv Muchhal22 Jun 230.61 Yr.

Data below for HDFC Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials24.13%
Consumer Cyclical18.06%
Technology13.02%
Financial Services12.82%
Health Care10.58%
Basic Materials5.41%
Consumer Defensive3.31%
Communication Services3.18%
Utility0.27%
Asset Allocation
Asset ClassValue
Cash9.21%
Equity90.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
5%₹1,387 Cr18,679,810
↓ -431,336
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA
4%₹990 Cr42,828,792
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
4%₹966 Cr52,272,662
↑ 1,283,954
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹902 Cr3,480,207
↑ 5,822
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
3%₹684 Cr16,680,886
IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC
2%₹647 Cr51,071,544
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
2%₹638 Cr6,527,764
↓ -140,716
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Dec 20 | EQUITASBNK
2%₹603 Cr57,126,840
PVR INOX Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX
2%₹579 Cr3,490,141
↑ 628,725
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
2%₹578 Cr5,846,355
↑ 158,926

5. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (21 Feb 24) ₹151.003 ↓ -0.23   (-0.15 %)
Net Assets (Cr) ₹11,834 on 31 Jan 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.8
Information Ratio 0.01
Alpha Ratio 14.37
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,178
31 Jan 21₹11,682
31 Jan 22₹17,790
31 Jan 23₹18,435
31 Jan 24₹29,443

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 1.1%
3 Month 11%
6 Month 25.7%
1 Year 56.5%
3 Year 32%
5 Year 25.1%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.01 Yr.
Sandeep Manam18 Oct 212.29 Yr.
Akhil Kalluri8 Sep 221.4 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials25.64%
Financial Services20.03%
Consumer Cyclical11.75%
Health Care7.14%
Basic Materials7.09%
Technology6.95%
Real Estate5.98%
Consumer Defensive4.99%
Utility0.94%
Communication Services0.91%
Energy0.52%
Asset Allocation
Asset ClassValue
Cash6.71%
Equity93.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
4%₹507 Cr48,064,081
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE
4%₹481 Cr5,368,691
↓ -375,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹344 Cr1,387,967
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹310 Cr8,763,469
↓ -150,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹305 Cr954,140
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH
2%₹283 Cr1,872,610
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | JYOTHYLAB
2%₹274 Cr5,713,765
↓ -339,269
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | KARURVYSYA
2%₹260 Cr15,398,917
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹258 Cr1,588,976
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
2%₹225 Cr2,259,945

6. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.8% since its launch.  Ranked 19 in Small Cap category.  Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (20 Feb 24) ₹225.322 ↓ -0.85   (-0.38 %)
Net Assets (Cr) ₹3,063 on 31 Jan 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 3.03
Information Ratio -0.42
Alpha Ratio 3.25
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,715
31 Jan 21₹12,339
31 Jan 22₹19,733
31 Jan 23₹19,538
31 Jan 24₹29,276

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 3.1%
3 Month 11.2%
6 Month 24.5%
1 Year 52.4%
3 Year 30.1%
5 Year 25.4%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 45.3%
2022 -2.1%
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 222.08 Yr.
Rohit Seksaria1 Nov 221.25 Yr.

Data below for Sundaram Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services27.01%
Industrials16.21%
Consumer Cyclical12.72%
Technology10.68%
Health Care8.74%
Basic Materials6.46%
Consumer Defensive4.9%
Real Estate2.96%
Communication Services2.65%
Utility1.15%
Asset Allocation
Asset ClassValue
Cash4.24%
Equity95.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹94 Cr293,271
↓ -36,982
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | SUVENPHAR
3%₹92 Cr1,271,712
↓ -129,822
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
3%₹90 Cr277,474
↓ -29,172
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹86 Cr248,570
↓ -9,066
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹86 Cr1,102,494
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | ICICIBANK
3%₹77 Cr775,149
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹73 Cr700,492
↑ 83,834
Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -
2%₹69 Cr1,219,075
↑ 106,877
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
2%₹68 Cr410,580
↓ -14,420
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | PFC
2%₹67 Cr1,754,986

7. HDFC Mid-Cap Opportunities Fund

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 24 in Mid Cap category.  Return for 2023 was 44.5% , 2022 was 12.3% and 2021 was 39.9% .

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (20 Feb 24) ₹158.293 ↓ -0.40   (-0.25 %)
Net Assets (Cr) ₹59,027 on 31 Jan 24
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 2.93
Information Ratio 0.3
Alpha Ratio 1.66
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,971
31 Jan 21₹12,700
31 Jan 22₹18,032
31 Jan 23₹19,899
31 Jan 24₹30,274

HDFC Mid-Cap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for HDFC Mid-Cap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 24

DurationReturns
1 Month 4%
3 Month 15.4%
6 Month 26.8%
1 Year 55.8%
3 Year 29.9%
5 Year 26.1%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.5%
2022 12.3%
2021 39.9%
2020 21.7%
2019 0.2%
2018 -11.2%
2017 41.7%
2016 11.3%
2015 5.8%
2014 76.6%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0716.62 Yr.
Dhruv Muchhal22 Jun 230.61 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services23.58%
Consumer Cyclical16.69%
Industrials14.7%
Technology10.6%
Health Care10.34%
Basic Materials9.07%
Communication Services4.65%
Energy2.33%
Consumer Defensive1.26%
Asset Allocation
Asset ClassValue
Cash6.78%
Equity93.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | INDHOTEL
4%₹2,059 Cr46,977,158
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK
3%₹1,928 Cr123,491,292
↑ 3,370,171
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | APOLLOTYRE
3%₹1,902 Cr41,892,187
↑ 3,195,578
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | MFSL
3%₹1,761 Cr18,451,247
↑ 835,126
Tata Communications Ltd (Communication Services)
Equity, Since 31 Dec 21 | TATACOMM
3%₹1,752 Cr9,894,194
↑ 251,922
Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE
3%₹1,725 Cr2,748,521
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
3%₹1,668 Cr24,302,305
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | IPCALAB
3%₹1,501 Cr13,486,510
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | INDIANB
3%₹1,432 Cr34,029,890
↑ 1,605,793
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 12 | PERSISTENT
2%₹1,352 Cr1,830,000

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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