fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
Top 6 Best Performing Small & Midcap Equity Mutual Funds 2020

Fincash » Mutual Funds » Best Small & Midcap Funds

Best Small & Midcap Equity Mutual Funds 2020

Updated on January 21, 2020 , 178 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Top 6 Best Small & Midcap Funds To Invest In 2020

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Small Cap Fund Growth ₹56.5186
↑ 0.28
₹3,1568.114.315.615.113.56.1
DSP BlackRock Small Cap Fund  Growth ₹57.538
↑ 0.11
₹4,91812.91310.13.48.70.7
SBI Magnum Mid Cap Fund Growth ₹75.7062
↑ 1.14
₹3,47211.411.97.93.96.60.1
UTI Mid Cap Fund Growth ₹106.257
↑ 1.39
₹3,71510148.876.5-0.2
Axis Mid Cap Fund Growth ₹40.89
↑ 0.44
₹4,141617.118.717.91011.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jan 20
*Above list of funds is having Net Assets more than 2,500 Crores.

1. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.2% since its launch.  Ranked 4 in Small Cap category.  Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (23 Jan 20) ₹56.5186 ↑ 0.28   (0.49 %)
Net Assets (Cr) ₹3,156 on 31 Dec 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.24
Information Ratio 1.34
Alpha Ratio 10.09
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 Dec 14₹10,000
31 Dec 15₹12,056
31 Dec 16₹12,212
31 Dec 17₹21,818
31 Dec 18₹17,537
31 Dec 19₹18,606

SBI 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for SBI 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 23 Jan 20

DurationReturns
1 Month 6.1%
3 Month 8.1%
6 Month 14.3%
1 Year 15.6%
3 Year 15.1%
5 Year 13.5%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.1%
2017 -19.6%
2016 78.7%
2015 1.3%
2014 20.6%
2013 110.7%
2012 7.8%
2011 31.9%
2010 -24.3%
2009 19%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 135.96 Yr.

Data below for SBI Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials26.06%
Consumer Cyclical21.63%
Basic Materials11.35%
Consumer Defensive11.02%
Financial Services7.56%
Technology4.11%
Health Care2.35%
Utility2.15%
Energy1.17%
Real Estate0.72%
Communication Services0.14%
Asset Allocation
Asset ClassValue
Cash11.11%
Equity88.42%
Other0.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
6%₹188 Cr
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹128 Cr352,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 540699
4%₹125 Cr377,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹125 Cr1,077,439
Net Receivable / Payable
Net Current Assets | -
4%₹116 Cr
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
4%₹115 Cr1,980,215
↑ 1,101,115
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
4%₹108 Cr2,300,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
3%₹105 Cr1,800,000
NIIT Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 500304
3%₹100 Cr9,452,213
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
3%₹93 Cr2,819,018
↑ 186,443

2. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 7 in Small Cap category.  Return for 2019 was 0.7% , 2018 was -25.5% and 2017 was 42.8% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (23 Jan 20) ₹57.538 ↑ 0.11   (0.20 %)
Net Assets (Cr) ₹4,918 on 31 Dec 19
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.06
Information Ratio -0.55
Alpha Ratio 6.67
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹12,037
31 Dec 16₹13,571
31 Dec 17₹19,376
31 Dec 18₹14,444
31 Dec 19₹14,552

DSP BlackRock 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for DSP BlackRock 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 23 Jan 20

DurationReturns
1 Month 11.1%
3 Month 12.9%
6 Month 13%
1 Year 10.1%
3 Year 3.4%
5 Year 8.7%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.7%
2017 -25.5%
2016 42.8%
2015 12.7%
2014 20.4%
2013 101.8%
2012 3.8%
2011 40.5%
2010 -27.2%
2009 43.9%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 109.37 Yr.
Jay Kothari1 Mar 136.67 Yr.
Resham Jain16 Mar 181.63 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Cyclical26.1%
Basic Materials25.38%
Industrials14.31%
Financial Services8.69%
Health Care8.68%
Consumer Defensive3.67%
Technology2.83%
Communication Services1.91%
Asset Allocation
Asset ClassValue
Cash8.3%
Equity91.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
9%₹412 Cr
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
5%₹250 Cr2,187,281
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹207 Cr512,010
DCB Bank Ltd (Financial Services)
Equity, Since 31 May 13 | 532772
3%₹164 Cr9,022,562
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹157 Cr1,003,322
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹131 Cr998,279
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 14 | FINCABLES
3%₹129 Cr3,509,172
SRF Ltd (Basic Materials)
Equity, Since 30 Nov 13 | SRF
3%₹126 Cr394,114
↓ -123,327
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
2%₹120 Cr1,372,303
↓ -165,822
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
2%₹113 Cr1,141,797

3. 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 14.6% 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 (23 Jan 20) ₹75.7062 ↑ 1.14   (1.53 %)
Net Assets (Cr) ₹3,472 on 31 Dec 19
Category Equity - Mid Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.16
Information Ratio -1.56
Alpha Ratio -0.98
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 Dec 14₹10,000
31 Dec 15₹11,492
31 Dec 16₹12,065
31 Dec 17₹16,105
31 Dec 18₹13,209
31 Dec 19₹13,219

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 ₹357,992.
Net Profit of ₹57,992
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 23 Jan 20

DurationReturns
1 Month 7.7%
3 Month 11.4%
6 Month 11.9%
1 Year 7.9%
3 Year 3.9%
5 Year 6.6%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.1%
2017 -18%
2016 33.5%
2015 5%
2014 14.9%
2013 71.9%
2012 13.6%
2011 48%
2010 -25.8%
2009 14.7%
Fund Manager information for SBI Magnum Mid Cap Fund
NameSinceTenure
Sohini Andani1 Jul 108.84 Yr.

Data below for SBI Magnum Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services20.08%
Basic Materials19.53%
Industrials16.41%
Consumer Cyclical10.91%
Health Care10.76%
Utility6.99%
Technology6.47%
Real Estate5.85%
Consumer Defensive0.08%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 31 Mar 14 | PIIND
8%₹279 Cr1,881,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Dec 12 | CHOLAFIN
6%₹208 Cr6,662,175
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
6%₹204 Cr1,561,806
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Dec 17 | GODREJPROP
5%₹190 Cr2,095,872
Ramco Cements Ltd (Basic Materials)
Equity, Since 29 Feb 12 | RAMCOCEM
5%₹162 Cr2,028,391
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Mar 18 | 532702
4%₹154 Cr7,167,951
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Apr 11 | 513375
4%₹133 Cr4,047,103
Hexaware Technologies Ltd (Technology)
Equity, Since 31 Dec 18 | 532129
4%₹129 Cr3,814,251
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Apr 18 | TORNTPHARM
3%₹121 Cr636,806
Thermax Ltd (Industrials)
Equity, Since 31 Dec 13 | THERMAX
3%₹119 Cr1,161,202

4. 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 16.8% 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 (23 Jan 20) ₹106.257 ↑ 1.39   (1.32 %)
Net Assets (Cr) ₹3,715 on 31 Dec 19
Category Equity - Mid Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.32
Sharpe Ratio -0.15
Information Ratio -0.85
Alpha Ratio -0.92
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 Dec 14₹10,000
31 Dec 15₹10,660
31 Dec 16₹11,030
31 Dec 17₹15,662
31 Dec 18₹13,321
31 Dec 19₹13,295

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 23 Jan 20

DurationReturns
1 Month 7.4%
3 Month 10%
6 Month 14%
1 Year 8.8%
3 Year 7%
5 Year 6.5%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.2%
2017 -14.9%
2016 42%
2015 3.5%
2014 6.6%
2013 90.4%
2012 9.7%
2011 41.6%
2010 -23.9%
2009 18.9%
Fund Manager information for UTI Mid Cap Fund
NameSinceTenure
Ankit Agarwal30 Aug 190.25 Yr.

Data below for UTI Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Cyclical23.62%
Financial Services20.64%
Basic Materials13.51%
Industrials10.63%
Consumer Defensive7.62%
Health Care6.73%
Utility5.2%
Technology3.52%
Communication Services1.93%
Real Estate0.92%
Energy0.24%
Asset Allocation
Asset ClassValue
Cash5.08%
Equity94.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Current Assets
Net Current Assets | -
5%₹181 Cr00
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 17 | PIIND
3%₹127 Cr859,745
MRF Ltd (Consumer Cyclical)
Equity, Since 31 Jan 11 | 500290
3%₹122 Cr19,206
↓ -492
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 532514
3%₹119 Cr2,889,610
↓ -702,776
SRF Ltd (Basic Materials)
Equity, Since 31 May 10 | SRF
3%₹114 Cr355,732
Titan Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | TITAN
3%₹110 Cr948,039
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Mar 17 | 506395
3%₹109 Cr2,298,410
GlaxoSmithKline Consumer Healthcare Ltd (Consumer Defensive)
Equity, Since 30 Nov 14 | 500676
3%₹105 Cr119,161
Syngene International Ltd (Healthcare)
Equity, Since 30 Nov 17 | 539268
3%₹97 Cr3,065,262
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 31 Aug 15 | 500086
3%₹94 Cr4,814,286

5. Axis Mid Cap Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Axis Mid Cap Fund is a Equity - Mid Cap fund was launched on 18 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 41 in Mid Cap category.  Return for 2019 was 11.3% , 2018 was 3.5% and 2017 was 42% .

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund
Growth
Launch Date 18 Feb 11
NAV (23 Jan 20) ₹40.89 ↑ 0.44   (1.09 %)
Net Assets (Cr) ₹4,141 on 31 Dec 19
Category Equity - Mid Cap
AMC Axis Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 0.66
Information Ratio 1.27
Alpha Ratio 11.05
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹10,085
31 Dec 16₹9,771
31 Dec 17₹13,873
31 Dec 18₹14,360
31 Dec 19₹15,986

Axis 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 ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Axis 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 23 Jan 20

DurationReturns
1 Month 3.6%
3 Month 6%
6 Month 17.1%
1 Year 18.7%
3 Year 17.9%
5 Year 10%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 11.3%
2017 3.5%
2016 42%
2015 -3.1%
2014 0.8%
2013 76.5%
2012 4.1%
2011 52.6%
2010
2009
Fund Manager information for Axis Mid Cap Fund
NameSinceTenure
Shreyash Devalkar23 Nov 163.02 Yr.

Data below for Axis Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Financial Services25.36%
Consumer Cyclical15.79%
Industrials12.34%
Basic Materials8.24%
Health Care5.57%
Communication Services5.23%
Consumer Defensive4.61%
Technology3.99%
Utility3.34%
Asset Allocation
Asset ClassValue
Cash15.5%
Equity84.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd
CBLO | -
15%₹570 Cr
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 May 17 | NAUKRI
5%₹202 Cr767,000
City Union Bank Ltd (Financial Services)
Equity, Since 31 May 15 | CUB
5%₹187 Cr8,300,000
↑ 90,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 540376
4%₹168 Cr923,055
Voltas Ltd (Industrials)
Equity, Since 31 May 17 | VOLTAS
4%₹163 Cr2,325,000
↑ 365,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 30 Nov 17 | ASTRAL
4%₹163 Cr1,436,148
↑ 51,148
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500034
4%₹161 Cr395,641
↑ 25,641
Bata India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | 500043
3%₹133 Cr819,000
↓ -101,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | 532514
3%₹129 Cr3,120,000
↑ 300,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 29 Feb 16 | CHOLAFIN
3%₹129 Cr4,130,000
↑ 240,000

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.
How helpful was this page ?
Rated 5, based on 1 reviews.
POST A COMMENT