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Top 6 Best Performing Small & Midcap Equity Mutual Funds 2020

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Best Small & Midcap Equity Mutual Funds 2020

Updated on September 24, 2020 , 421 views

Mid and small cap Mutual Funds are a well-known plan due to its potential of delivering good profits in the long-run. These funds are also considered as one of the best wealth creation tools for long-term investment goals. Investors can plan their various goals like Retirement planning, a child's higher education or a purchase of house/car, etc. Mid and Small cap funds are a type of Mutual Funds that invest in stocks of mid to small sized companies.

These funds are typically defined as firms with a market capitalization (MC=no of shares issued by the company X market price per share) of INR 1000- 500 Crore. Traditionally, mid-caps are mid-sized companies, which, if run well and have a good business strategy become tomorrow’s leaders or large-caps. In fact, mid-cap stocks outperformed both large cap and small cap stocks in the year 2015, due to lower interest rates, lower input cost, and improvement in capital reduction. The BSE mid-cap and BSE small-cap index surged 7.43% & 6.76%, respectively, whereas, BSE Sensex fell 5.03% during the same period of time.

Investors who are keen to invest in mid & small cap funds, below are the top performing funds with an AUM size of more than 2500 Cr.

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Top 6 Best Small & Midcap Funds To Invest In 2020

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
UTI Mid Cap Fund Growth ₹106.951
↑ 1.86
₹3,88014.145.210.62.16.1-0.2
SBI Magnum Mid Cap Fund Growth ₹72.614
↑ 1.21
₹3,59610.142.94.8-1.54.40.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Sep 20
*Above list of funds is having Net Assets more than 2,500 Crores. Sorted on Last 3 Year Return.

1. UTI Mid Cap Fund

Investment objective is "capital appreciation" by investing primarily in mid cap stocks.

UTI Mid Cap Fund is a Equity - Mid Cap fund was launched on 7 Apr 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 36 in Mid Cap category.  Return for 2019 was -0.2% , 2018 was -14.9% and 2017 was 42% .

Below is the key information for UTI Mid Cap Fund

UTI Mid Cap Fund
Growth
Launch Date 7 Apr 04
NAV (25 Sep 20) ₹106.951 ↑ 1.86   (1.77 %)
Net Assets (Cr) ₹3,880 on 31 Aug 20
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio 0.49
Information Ratio 0
Alpha Ratio 4.12
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 Aug 15₹10,000
31 Aug 16₹11,307
31 Aug 17₹12,516
31 Aug 18₹13,479
31 Aug 19₹11,262
31 Aug 20₹13,160

UTI Mid 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 ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for UTI Mid 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 25 Sep 20

DurationReturns
1 Month -2.2%
3 Month 14.1%
6 Month 45.2%
1 Year 10.6%
3 Year 2.1%
5 Year 6.1%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -0.2%
2018 -14.9%
2017 42%
2016 3.5%
2015 6.6%
2014 90.4%
2013 9.7%
2012 41.6%
2011 -23.9%
2010 18.9%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 191.01 Yr.

Data below for UTI Mid Cap Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Consumer Cyclical20.75%
Basic Materials15.64%
Health Care14.36%
Financial Services13.19%
Industrials12.58%
Technology6.36%
Consumer Defensive5.51%
Utility4.37%
Real Estate2.44%
Communication Services2.01%
Energy0.01%
Asset Allocation
Asset ClassValue
Cash2.78%
Equity97.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 17 | PIIND
4%₹145 Cr791,217
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | JUBLFOOD
4%₹142 Cr676,828
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Mar 17 | 506395
4%₹141 Cr1,849,508
SRF Ltd (Basic Materials)
Equity, Since 31 May 10 | SRF
3%₹124 Cr305,732
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 14 | 500800
3%₹117 Cr2,203,127
Escorts Ltd (Industrials)
Equity, Since 31 May 13 | 500495
3%₹109 Cr1,006,324
Mphasis Ltd (Technology)
Equity, Since 31 Mar 15 | 526299
2%₹91 Cr827,130
Syngene International Ltd (Healthcare)
Equity, Since 30 Nov 17 | 539268
2%₹87 Cr1,838,128
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 12 | CHOLAFIN
2%₹85 Cr3,639,989
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 17 | 540762
2%₹80 Cr1,233,688

2. SBI Magnum Mid Cap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.

SBI Magnum Mid Cap Fund is a Equity - Mid Cap fund was launched on 29 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.7% since its launch.  Ranked 28 in Mid Cap category.  Return for 2019 was 0.1% , 2018 was -18% and 2017 was 33.5% .

Below is the key information for SBI Magnum Mid Cap Fund

SBI Magnum Mid Cap Fund
Growth
Launch Date 29 Mar 05
NAV (25 Sep 20) ₹72.614 ↑ 1.21   (1.70 %)
Net Assets (Cr) ₹3,596 on 31 Aug 20
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio 0.33
Information Ratio -0.63
Alpha Ratio -1.6
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 Aug 15₹10,000
31 Aug 16₹11,884
31 Aug 17₹12,939
31 Aug 18₹13,193
31 Aug 19₹11,175
31 Aug 20₹12,333

SBI Magnum Mid 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 ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for SBI Magnum Mid 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 25 Sep 20

DurationReturns
1 Month -3.1%
3 Month 10.1%
6 Month 42.9%
1 Year 4.8%
3 Year -1.5%
5 Year 4.4%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 0.1%
2018 -18%
2017 33.5%
2016 5%
2015 14.9%
2014 71.9%
2013 13.6%
2012 48%
2011 -25.8%
2010 14.7%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 1010.18 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Aug 20

Equity Sector Allocation
SectorValue
Basic Materials20.38%
Consumer Cyclical16.32%
Health Care15.88%
Industrials13.94%
Financial Services12.08%
Technology6.57%
Real Estate6.53%
Utility4.48%
Communication Services1.5%
Consumer Defensive0.04%
Asset Allocation
Asset ClassValue
Cash2.28%
Equity97.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 14 | PIIND
7%₹257 Cr1,397,872
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
6%₹215 Cr1,561,806
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Dec 17 | GODREJPROP
5%₹182 Cr1,995,872
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 506395
5%₹182 Cr2,393,994
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 12 | CHOLAFIN
4%₹155 Cr6,662,175
Hexaware Technologies Ltd (Technology)
Equity, Since 31 Dec 18 | 532129
4%₹140 Cr3,526,644
↑ 18,086
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Mar 18 | 532702
3%₹126 Cr6,167,951
Ramco Cements Ltd (Basic Materials)
Equity, Since 29 Feb 12 | RAMCOCEM
3%₹120 Cr1,728,391
Sanofi India Ltd (Healthcare)
Equity, Since 30 Sep 14 | 500674
3%₹110 Cr133,301
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | 513375
3%₹109 Cr4,047,103

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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