fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
LOG IN
SIGN UP

Fincash » Mutual Funds » Best Small & Mid Cap Funds

Best Mid & Small Cap Equity Mutual Funds 2022

Updated on October 2, 2022 , 2383 views

Many investors are inclining towards Investing in mid & small cap Mutual Funds as they are considered to be one of the best wealth creation tools for long-term Financial goals. Mid & Small caps are typically defined as firms with a Market capitalization (MC=no of shares issued by the company X market price per share) between INR 500- 1000 Crore. Investors who are seeking to achieve financial goals like a child’s education, Retirement planning, etc., may invest in these funds.

Small cap companies are young growing firms, which have a great potential for sustainable growth in the long run. But, the risk of failure is higher with mid & small caps compared to large cap companies. However, mid & Small cap funds help to diversify portfolios and investors can invest a small portion of about 10-20% in these fund.

small-mid-cap

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 10 Best Mid & Small Cap Funds To Invest In 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
SBI Small Cap Fund Growth ₹115.13
↑ 0.99
₹14,04418.39.812.531.217.947.6
L&T Emerging Businesses Fund Growth ₹46.999
↑ 0.47
₹8,39514.21.77.428.813.577.4
Aditya Birla Sun Life Small Cap Fund Growth ₹52.6609
↑ 0.68
₹2,95313.1-0.5-5.821.26.251.4
Nippon India Small Cap Fund Growth ₹91.1395
↑ 1.18
₹21,655164.110.335.618.374.3
Kotak Emerging Equity Scheme Growth ₹76.225
↑ 1.17
₹21,935154.76.527.115.447.3
DSP BlackRock Small Cap Fund  Growth ₹114.149
↑ 1.78
₹8,98213.70.66.23213.658.9
Sundaram Mid Cap Fund Growth ₹749.852
↑ 17.50
₹7,51517.75.8520.39.137.5
Franklin India Smaller Companies Fund Growth ₹93.7184
↑ 1.12
₹7,03317.22.6424.710.756.4
HDFC Small Cap Fund Growth ₹76.783
↑ 1.30
₹13,797174.52.926.514.864.9
L&T Midcap Fund Growth ₹208.78
↑ 3.85
₹6,67411.21.9-2198.830.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

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 20.6% since its launch.  Ranked 4 in Small Cap category.  Return for 2021 was 47.6% , 2020 was 33.6% and 2019 was 6.1% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (04 Oct 22) ₹115.13 ↑ 0.99   (0.87 %)
Net Assets (Cr) ₹14,044 on 31 Aug 22
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.87
Information Ratio 0
Alpha Ratio 0
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
30 Sep 17₹10,000
30 Sep 18₹10,141
30 Sep 19₹10,553
30 Sep 20₹11,845
30 Sep 21₹20,240
30 Sep 22₹23,047

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 ₹470,047.
Net Profit of ₹170,047
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 4 Oct 22

DurationReturns
1 Month 1.6%
3 Month 18.3%
6 Month 9.8%
1 Year 12.5%
3 Year 31.2%
5 Year 17.9%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 47.6%
2020 33.6%
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 138.8 Yr.
Mohit Jain25 Aug 220.02 Yr.

Data below for SBI Small Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials34.12%
Consumer Cyclical23.08%
Basic Materials13.71%
Consumer Defensive5.07%
Health Care2.71%
Financial Services2.59%
Communication Services1.53%
Real Estate0.81%
Asset Allocation
Asset ClassValue
Cash16.25%
Equity83.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
5%₹673 Cr13,463,915
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
4%₹583 Cr4,530,215
↓ -17,431
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹468 Cr1,570,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹463 Cr4,205,512
↑ 205,512
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | 541557
3%₹433 Cr700,000
↓ -90,000
Rajratan Global Wire Ltd (Basic Materials)
Equity, Since 31 Oct 16 | 517522
3%₹424 Cr3,753,760
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
3%₹417 Cr4,939,842
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
3%₹386 Cr17,000,000
Timken India Ltd (Industrials)
Equity, Since 31 May 19 | 522113
3%₹358 Cr1,185,709
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 541233
2%₹350 Cr50,000,000

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 20.2% since its launch.  Ranked 2 in Small Cap category.  Return for 2021 was 77.4% , 2020 was 15.5% and 2019 was -8.1% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (04 Oct 22) ₹46.999 ↑ 0.47   (1.01 %)
Net Assets (Cr) ₹8,395 on 31 Aug 22
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.87
Sharpe Ratio 0.7
Information Ratio 0
Alpha Ratio 0
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
30 Sep 17₹10,000
30 Sep 18₹9,828
30 Sep 19₹9,130
30 Sep 20₹8,958
30 Sep 21₹17,324
30 Sep 22₹18,952

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 ₹426,080.
Net Profit of ₹126,080
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 4 Oct 22

DurationReturns
1 Month 0%
3 Month 14.2%
6 Month 1.7%
1 Year 7.4%
3 Year 28.8%
5 Year 13.5%
10 Year
15 Year
Since launch 20.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 192.71 Yr.
Vihang Naik17 Dec 192.71 Yr.
Sonal Gupta5 Jul 211.16 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials34.76%
Consumer Cyclical18.2%
Basic Materials16.73%
Real Estate7.95%
Technology6.74%
Financial Services5.58%
Consumer Defensive5.15%
Health Care1.9%
Energy0.76%
Asset Allocation
Asset ClassValue
Cash2.23%
Equity97.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
5%₹406 Cr6,721,639
↓ -260,370
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
4%₹354 Cr1,610,948
Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 31 Jul 21 | 532313
3%₹220 Cr4,242,200
↑ 927,225
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | CUB
3%₹218 Cr12,108,492
↑ 2,552,432
E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 500125
3%₹212 Cr4,004,620
↑ 18,157
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
3%₹210 Cr4,108,197
↓ -202,825
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | 517569
2%₹184 Cr1,249,400
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | 513375
2%₹182 Cr2,159,700
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | 534076
2%₹179 Cr3,018,479
Cera Sanitaryware Ltd (Industrials)
Equity, Since 31 Mar 19 | 532443
2%₹164 Cr329,245

3. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Ranked 1 in Small Cap category.  Return for 2021 was 51.4% , 2020 was 19.8% and 2019 was -11.5% .

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (04 Oct 22) ₹52.6609 ↑ 0.68   (1.31 %)
Net Assets (Cr) ₹2,953 on 31 Aug 22
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio -0.17
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹8,943
30 Sep 19₹7,916
30 Sep 20₹7,866
30 Sep 21₹14,303
30 Sep 22₹13,570

Aditya Birla Sun Life 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 ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Aditya Birla Sun Life 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 4 Oct 22

DurationReturns
1 Month 0.4%
3 Month 13.1%
6 Month -0.5%
1 Year -5.8%
3 Year 21.2%
5 Year 6.2%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 51.4%
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
2013 4.8%
2012 31.9%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Nitesh Jain1 Apr 220.42 Yr.
Vishal Gajwani1 Apr 220.42 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials21.27%
Consumer Cyclical19.49%
Basic Materials13.15%
Financial Services11.38%
Consumer Defensive8.23%
Technology7.96%
Health Care7.54%
Communication Services3.55%
Real Estate2.82%
Asset Allocation
Asset ClassValue
Cash3.92%
Equity96.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
4%₹104 Cr382,585
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | 543187
3%₹84 Cr223,165
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
2%₹71 Cr1,072,811
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 532497
2%₹70 Cr668,871
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 519600
2%₹69 Cr1,431,021
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | ENDURANCE
2%₹68 Cr451,140
Campus Activewear Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 543523
2%₹62 Cr1,261,878
↓ -17,861
BEML Ltd (Industrials)
Equity, Since 28 Feb 18 | 500048
2%₹62 Cr334,263
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
2%₹57 Cr669,708
V-Guard Industries Ltd (Industrials)
Equity, Since 30 Apr 16 | 532953
2%₹56 Cr2,445,000

4. 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 20.1% since its launch.  Ranked 6 in Small Cap category.  Return for 2021 was 74.3% , 2020 was 29.2% and 2019 was -2.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (04 Oct 22) ₹91.1395 ↑ 1.18   (1.31 %)
Net Assets (Cr) ₹21,655 on 31 Aug 22
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 0.64
Information Ratio 1.45
Alpha Ratio 8.41
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
30 Sep 17₹10,000
30 Sep 18₹10,090
30 Sep 19₹9,617
30 Sep 20₹10,804
30 Sep 21₹20,785
30 Sep 22₹23,215

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 ₹481,656.
Net Profit of ₹181,656
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 4 Oct 22

DurationReturns
1 Month 1.1%
3 Month 16%
6 Month 4.1%
1 Year 10.3%
3 Year 35.6%
5 Year 18.3%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 175.67 Yr.
Kinjal Desai25 May 184.27 Yr.

Data below for Nippon India Small Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials22.85%
Consumer Cyclical17.7%
Basic Materials15.54%
Financial Services14.27%
Consumer Defensive9.11%
Technology8.4%
Health Care5.12%
Communication Services1.69%
Real Estate0.6%
Energy0.45%
Utility0.19%
Asset Allocation
Asset ClassValue
Cash2.76%
Equity97.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
3%₹740 Cr3,267,559
↓ -28,836
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | 541770
2%₹436 Cr4,368,685
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 28 Feb 18 | 524000
2%₹432 Cr14,087,931
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | 542651
2%₹414 Cr7,366,079
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹401 Cr2,700,000
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500031
2%₹378 Cr3,062,071
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 541557
2%₹374 Cr605,377
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | 540595
2%₹355 Cr5,763,697
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | 500304
2%₹349 Cr10,036,413
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
2%₹337 Cr787,244
↓ -72,489

5. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 12 in Mid Cap category.  Return for 2021 was 47.3% , 2020 was 21.9% and 2019 was 8.9% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (04 Oct 22) ₹76.225 ↑ 1.17   (1.56 %)
Net Assets (Cr) ₹21,935 on 31 Aug 22
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 0.49
Information Ratio -0.01
Alpha Ratio 0.57
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹9,597
30 Sep 19₹10,272
30 Sep 20₹11,046
30 Sep 21₹19,064
30 Sep 22₹20,387

Kotak Emerging Equity Scheme SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month -0.8%
3 Month 15%
6 Month 4.7%
1 Year 6.5%
3 Year 27.1%
5 Year 15.4%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2021 47.3%
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
2012 48%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1012.2 Yr.
Arjun Khanna30 Apr 220.34 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials22.41%
Basic Materials21.72%
Consumer Cyclical21.41%
Financial Services11.87%
Health Care6.71%
Technology2.9%
Real Estate2.89%
Consumer Defensive2.53%
Utility0.77%
Energy0.71%
Asset Allocation
Asset ClassValue
Cash6.09%
Equity93.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
5%₹1,059 Cr3,481,630
↓ -66,870
SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
4%₹813 Cr1,674,536
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 509930
4%₹784 Cr3,986,320
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹741 Cr3,066,715
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹710 Cr2,067,489
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹697 Cr6,618,521
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 500480
3%₹696 Cr5,834,086
↑ 242,433
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹635 Cr1,907,191
↓ -39,564
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹635 Cr1,805,257
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | 533273
3%₹633 Cr6,290,821

6. 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 17.2% since its launch.  Ranked 7 in Small Cap category.  Return for 2021 was 58.9% , 2020 was 33.1% and 2019 was 0.7% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (04 Oct 22) ₹114.149 ↑ 1.78   (1.58 %)
Net Assets (Cr) ₹8,982 on 31 Aug 22
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.47
Information Ratio 0
Alpha Ratio 0
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
30 Sep 17₹10,000
30 Sep 18₹8,778
30 Sep 19₹8,537
30 Sep 20₹10,040
30 Sep 21₹17,698
30 Sep 22₹18,868

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 ₹426,080.
Net Profit of ₹126,080
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 4 Oct 22

DurationReturns
1 Month 1%
3 Month 13.7%
6 Month 0.6%
1 Year 6.2%
3 Year 32%
5 Year 13.6%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
2012 40.5%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1012.21 Yr.
Jay Kothari1 Mar 139.51 Yr.
Resham Jain16 Mar 184.47 Yr.
Abhishek Ghosh1 Sep 220 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Aug 22

Equity Sector Allocation
SectorValue
Consumer Cyclical36.69%
Basic Materials22.99%
Industrials12.71%
Consumer Defensive6.41%
Health Care6.07%
Financial Services5.82%
Technology3.01%
Communication Services1.84%
Asset Allocation
Asset ClassValue
Cash4.46%
Equity95.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 532509
3%₹302 Cr8,879,349
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
3%₹287 Cr1,545,945
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
3%₹286 Cr312,546
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
3%₹284 Cr3,360,908
↑ 319,808
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 532889
3%₹278 Cr4,594,316
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | 500085
3%₹276 Cr7,885,010
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹264 Cr1,289,228
GHCL Ltd (Basic Materials)
Equity, Since 30 Nov 17 | 500171
3%₹233 Cr3,891,595
↓ -119,259
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
3%₹227 Cr9,644,615
↑ 1,772,945
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
3%₹226 Cr2,496,780

7. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 23.9% since its launch.  Ranked 13 in Mid Cap category.  Return for 2021 was 37.5% , 2020 was 11.8% and 2019 was -0.3% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (04 Oct 22) ₹749.852 ↑ 17.50   (2.39 %)
Net Assets (Cr) ₹7,515 on 31 Aug 22
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.36
Information Ratio -1.36
Alpha Ratio -1.49
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
30 Sep 17₹10,000
30 Sep 18₹9,313
30 Sep 19₹9,164
30 Sep 20₹8,994
30 Sep 21₹14,592
30 Sep 22₹15,346

Sundaram 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 Sundaram 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 4 Oct 22

DurationReturns
1 Month -0.2%
3 Month 17.7%
6 Month 5.8%
1 Year 5%
3 Year 20.3%
5 Year 9.1%
10 Year
15 Year
Since launch 23.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
2012 38%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 211.52 Yr.
Ratish Varier24 Feb 211.52 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Consumer Cyclical23.51%
Financial Services23.35%
Industrials15.69%
Basic Materials11.1%
Health Care8.05%
Consumer Defensive5.23%
Technology5.09%
Utility2.11%
Real Estate1.5%
Communication Services1.24%
Energy0.79%
Asset Allocation
Asset ClassValue
Cash2.34%
Equity97.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
4%₹298 Cr979,509
↓ -91,955
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹230 Cr1,044,748
↑ 2,371
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹230 Cr19,620,971
↑ 292,863
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹224 Cr2,170,000
↓ -59,999
SRF Ltd (Basic Materials)
Equity, Since 31 Oct 20 | SRF
3%₹211 Cr830,325
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 532827
3%₹201 Cr39,369
↓ -1,661
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 532504
3%₹197 Cr461,113
↓ -6,263
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹197 Cr1,400,441
↑ 33,266
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL
3%₹189 Cr6,182,019
↓ -217,981
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON
2%₹188 Cr4,604,878
↑ 415,830

8. 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 14.3% since its launch.  Ranked 11 in Small Cap category.  Return for 2021 was 56.4% , 2020 was 18.7% and 2019 was -5% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (04 Oct 22) ₹93.7184 ↑ 1.12   (1.21 %)
Net Assets (Cr) ₹7,033 on 31 Aug 22
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.33
Information Ratio -0.62
Alpha Ratio 2.55
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
30 Sep 17₹10,000
30 Sep 18₹9,343
30 Sep 19₹8,878
30 Sep 20₹8,514
30 Sep 21₹15,897
30 Sep 22₹16,599

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 ₹395,578.
Net Profit of ₹95,578
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 4 Oct 22

DurationReturns
1 Month 2.5%
3 Month 17.2%
6 Month 2.6%
1 Year 4%
3 Year 24.7%
5 Year 10.7%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0715.43 Yr.
Sandeep Manam18 Oct 210.87 Yr.
Akhil Kalluri8 Sep 220 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials24.72%
Consumer Cyclical16.84%
Financial Services16.5%
Basic Materials10.07%
Consumer Defensive7.02%
Real Estate6.84%
Health Care6.05%
Technology4.39%
Communication Services3.15%
Energy1.51%
Asset Allocation
Asset ClassValue
Cash2.91%
Equity97.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
5%₹350 Cr6,831,728
↓ -118,842
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
4%₹275 Cr1,387,967
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
3%₹242 Cr5,043,976
↓ -8,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 19 | 540762
3%₹226 Cr1,000,416
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
3%₹207 Cr1,161,988
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | 542651
3%₹203 Cr3,612,610
↓ -100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹201 Cr2,259,945
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹194 Cr10,263,765
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
2%₹172 Cr17,172,603
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
2%₹165 Cr3,587,101
↓ -224,920

9. 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 15.1% since its launch.  Ranked 9 in Small Cap category.  Return for 2021 was 64.9% , 2020 was 20.2% and 2019 was -9.5% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (04 Oct 22) ₹76.783 ↑ 1.30   (1.72 %)
Net Assets (Cr) ₹13,797 on 31 Aug 22
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.92
Sharpe Ratio 0.32
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
30 Sep 17₹10,000
30 Sep 18₹10,978
30 Sep 19₹10,264
30 Sep 20₹10,033
30 Sep 21₹19,296
30 Sep 22₹19,980

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 ₹436,710.
Net Profit of ₹136,710
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 4 Oct 22

DurationReturns
1 Month 1.4%
3 Month 17%
6 Month 4.5%
1 Year 2.9%
3 Year 26.5%
5 Year 14.8%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
2013 7.5%
2012 31.6%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 148.18 Yr.
Priya Ranjan1 May 220.33 Yr.

Data below for HDFC Small Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials24.93%
Consumer Cyclical21.97%
Basic Materials12.28%
Technology12.2%
Financial Services11.66%
Health Care4.74%
Consumer Defensive4.02%
Communication Services2.53%
Asset Allocation
Asset ClassValue
Cash5.67%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 500031
5%₹676 Cr5,485,727
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
4%₹578 Cr8,105,875
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
4%₹519 Cr39,659,883
↑ 1,345,682
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | 532809
4%₹505 Cr47,000,000
↓ -1,455,000
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | 532927
3%₹391 Cr1,858,127
↓ -3,341
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
3%₹380 Cr6,668,480
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 540975
3%₹365 Cr16,512,928
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 500085
3%₹364 Cr10,400,000
↓ -100,000
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Oct 19 | 542812
3%₹345 Cr1,032,819
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 17 | 517569
2%₹340 Cr2,312,000

10. L&T Midcap Fund

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100.

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.2% since its launch.  Ranked 5 in Mid Cap category.  Return for 2021 was 30.4% , 2020 was 19% and 2019 was -0.2% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (04 Oct 22) ₹208.78 ↑ 3.85   (1.88 %)
Net Assets (Cr) ₹6,674 on 31 Aug 22
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.86
Sharpe Ratio -0.04
Information Ratio 0
Alpha Ratio 0
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
30 Sep 17₹10,000
30 Sep 18₹9,573
30 Sep 19₹9,416
30 Sep 20₹10,166
30 Sep 21₹15,550
30 Sep 22₹15,288

L&T Midcap 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 L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month 0.1%
3 Month 11.2%
6 Month 1.9%
1 Year -2%
3 Year 19%
5 Year 8.8%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 30.4%
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
2012 38.1%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat17 Dec 192.71 Yr.
Vihang Naik28 Jun 166.18 Yr.

Data below for L&T Midcap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials19.16%
Consumer Cyclical16.86%
Financial Services16.52%
Basic Materials15%
Health Care12.49%
Consumer Defensive4.94%
Technology3.46%
Utility2.18%
Communication Services2.17%
Real Estate1.96%
Energy0.88%
Asset Allocation
Asset ClassValue
Cash4.38%
Equity95.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Dart Express Ltd (Industrials)
Equity, Since 31 Dec 17 | 526612
4%₹290 Cr339,223
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
4%₹256 Cr5,275,057
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 May 13 | 506285
3%₹210 Cr385,382
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | 520111
3%₹198 Cr1,063,861
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
3%₹170 Cr1,875,600
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
3%₹168 Cr1,404,620
CRISIL Ltd (Financial Services)
Equity, Since 31 Mar 17 | 500092
2%₹167 Cr508,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | 500530
2%₹159 Cr90,899
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
2%₹159 Cr2,008,600
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | SUNDARMFIN
2%₹156 Cr743,568

How to Invest in Mid & Small Cap Funds?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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 4.7, based on 3 reviews.
POST A COMMENT