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 2019

Updated on March 19, 2019 , 250 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 2019

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Small Cap Fund Growth ₹51.0307
↓ -0.34
₹1,6041.8-3.8-7.618.328.1-19.6
L&T Emerging Businesses Fund Growth ₹24.45
↓ -0.11
₹5,516-1-4.9-9.120.7 -13.7
Aditya Birla Sun Life Small Cap Fund Growth ₹34.7982
↓ -0.08
₹2,1161.7-4-12.513.519.5-22.6
HDFC Small Cap Fund Growth ₹43.476
↓ -0.03
₹6,3122.7-0.2-1.520.419.9-8.1
Kotak Emerging Equity Scheme Growth ₹37.931
↓ -0.16
₹3,5352.61.1-1.615.222.9-11.7
L&T Midcap Fund Growth ₹132.09
↓ -0.36
₹3,7330.2-2.2-4.417.222.9-12
Sundaram Mid Cap Fund Growth ₹459.453
↓ -2.69
₹5,6880.8-2.4-6.812.420-15.4
Franklin India Smaller Companies Fund Growth ₹54.024
↓ -0.08
₹6,7773.50-7.512.721-17.4
Reliance Small Cap Fund Growth ₹39.6298
↓ -0.14
₹7,245-0.2-5.8-8.21825.4-16.7
DSP BlackRock Small Cap Fund  Growth ₹54.84
↓ -0.03
₹4,6723.1-2.6-12.510.923-25.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Mar 19

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 18.7% since its launch.  Ranked 4 in Small Cap category.  Return for 2018 was -19.6% , 2017 was 78.7% and 2016 was 1.3% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (22 Mar 19) ₹51.0307 ↓ -0.34   (-0.66 %)
Net Assets (Cr) ₹1,604 on 28 Feb 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.64
Sharpe Ratio -1.06
Information Ratio 0.6
Alpha Ratio 2.91
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
28 Feb 14₹10,000
28 Feb 15₹21,047
29 Feb 16₹20,417
28 Feb 17₹27,715
28 Feb 18₹41,786
28 Feb 19₹33,643

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 ₹612,552.
Net Profit of ₹312,552
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 22 Mar 19

DurationReturns
1 Month 6.8%
3 Month 1.8%
6 Month -3.8%
1 Year -7.6%
3 Year 18.3%
5 Year 28.1%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
2010 19%
2009
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 135.21 Yr.

Data below for SBI Small Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Industrials22.04%
Consumer Cyclical16.02%
Financial Services15.19%
Basic Materials15.15%
Consumer Defensive11.86%
Technology3.2%
Utility2.86%
Health Care2.61%
Real Estate1.28%
Asset Allocation
Asset ClassValue
Cash8.88%
Equity91.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
8%₹123 Cr
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹78 Cr1,077,439
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 18 | HDFCBANK
4%₹64 Cr310,000
Kewal Kiran Clothing Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 532732
4%₹62 Cr525,470
Emami Ltd (Consumer Defensive)
Equity, Since 30 Sep 18 | 531162
3%₹51 Cr1,300,000
↑ 600,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Dec 18 | 500103
3%₹51 Cr7,900,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹50 Cr759,315
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
3%₹50 Cr500,000
↑ 110,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | -
3%₹49 Cr1,790,280
↑ 4,551
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹49 Cr786,525
↑ 35,777

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 2018 was -13.7% , 2017 was 66.5% and 2016 was 10.2% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (22 Mar 19) ₹24.45 ↓ -0.11   (-0.43 %)
Net Assets (Cr) ₹5,516 on 28 Feb 19
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.68
Sharpe Ratio -1.13
Information Ratio 1.65
Alpha Ratio 1.63
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
28 Feb 15₹13,333
29 Feb 16₹11,603
28 Feb 17₹18,412
28 Feb 18₹25,728
28 Feb 19₹21,481

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 ₹505,644.
Net Profit of ₹205,644
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 22 Mar 19

DurationReturns
1 Month 7%
3 Month -1%
6 Month -4.9%
1 Year -9.1%
3 Year 20.7%
5 Year
10 Year
15 Year
Since launch 20.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
2011
2010
2009
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
S.N. Lahiri12 May 144.73 Yr.
Karan Desai3 Feb 171.99 Yr.

Data below for L&T Emerging Businesses Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Basic Materials22.12%
Consumer Cyclical20.31%
Industrials19.79%
Financial Services8.11%
Technology7.96%
Health Care4.54%
Utility2.45%
Real Estate2.18%
Energy0.61%
Consumer Defensive0.45%
Communication Services0.35%
Asset Allocation
Asset ClassValue
Cash10.86%
Equity89.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
11%₹599 Cr
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
3%₹139 Cr2,115,583
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Aug 18 | MGL
2%₹135 Cr1,501,000
↑ 29,248
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 May 14 | RAMCOCEM
2%₹126 Cr1,883,286
Grindwell Norton Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 506076
2%₹124 Cr2,273,214
↑ 17,898
Carborundum Universal Ltd (Basic Materials)
Equity, Since 31 Jul 16 | 513375
2%₹123 Cr3,313,598
↑ 53,898
BEML Ltd (Industrials)
Equity, Since 30 Nov 18 | 500048
2%₹121 Cr1,453,409
↑ 99,109
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | FRETAIL
2%₹121 Cr2,864,100
↑ 100,000
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500674
2%₹113 Cr189,143
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | 540762
2%₹110 Cr3,078,587
↓ -395,787

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 11.1% since its launch.  Ranked 1 in Small Cap category.  Return for 2018 was -22.6% , 2017 was 56.7% and 2016 was 9.7% .

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 (22 Mar 19) ₹34.7982 ↓ -0.08   (-0.23 %)
Net Assets (Cr) ₹2,116 on 28 Feb 19
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.63
Sharpe Ratio -1.56
Information Ratio 0.25
Alpha Ratio -6.54
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
28 Feb 14₹10,000
28 Feb 15₹17,863
29 Feb 16₹15,806
28 Feb 17₹23,946
28 Feb 18₹30,872
28 Feb 19₹23,467

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 ₹493,520.
Net Profit of ₹193,520
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 22 Mar 19

DurationReturns
1 Month 11.7%
3 Month 1.7%
6 Month -4%
1 Year -12.5%
3 Year 13.5%
5 Year 19.5%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
2013 4.8%
2012 31.9%
2011 -23.3%
2010 19.2%
2009 107.3%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Jayesh Gandhi15 Dec 144.13 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services18.89%
Consumer Cyclical17.84%
Industrials17.71%
Technology14.94%
Basic Materials12.21%
Utility4.5%
Health Care2.82%
Consumer Defensive2.12%
Energy1.62%
Asset Allocation
Asset ClassValue
Cash7.35%
Equity92.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Limited
CBLO | -
7%₹159 Cr
DCB Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532772
4%₹82 Cr4,500,000
↑ 50,000
KEC International Ltd (Utilities)
Equity, Since 30 Sep 15 | 532714
3%₹65 Cr2,480,000
↑ 130,000
PNC Infratech Ltd (Industrials)
Equity, Since 31 May 15 | PNCINFRA
3%₹59 Cr4,600,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
3%₹55 Cr2,344,500
↑ 262,500
Mahindra CIE Automotive Ltd (Consumer Cyclical)
Equity, Since 29 Feb 16 | 532756
2%₹52 Cr2,250,000
↑ 81,500
IRB Infrastructure Developers Ltd (Industrials)
Equity, Since 30 Nov 14 | 532947
2%₹52 Cr3,850,000
Cyient Ltd (Technology)
Equity, Since 30 Jun 14 | CYIENT
2%₹52 Cr803,500
↑ 3,500
INOX Leisure Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | 532706
2%₹51 Cr1,823,000
↑ 23,000
Minda Corp Ltd (Consumer Cyclical)
Equity, Since 30 Apr 17 | MINDACORP
2%₹46 Cr3,122,000
↓ -226,000

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 14.3% since its launch.  Ranked 9 in Small Cap category.  Return for 2018 was -8.1% , 2017 was 60.8% and 2016 was 5.4% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (22 Mar 19) ₹43.476 ↓ -0.03   (-0.07 %)
Net Assets (Cr) ₹6,312 on 28 Feb 19
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio -0.81
Information Ratio 0.94
Alpha Ratio 6.63
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
28 Feb 14₹10,000
28 Feb 15₹15,201
29 Feb 16₹13,276
28 Feb 17₹18,864
28 Feb 18₹27,200
28 Feb 19₹24,226

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 ₹493,520.
Net Profit of ₹193,520
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 22 Mar 19

DurationReturns
1 Month 8.2%
3 Month 2.7%
6 Month -0.2%
1 Year -1.5%
3 Year 20.4%
5 Year 19.9%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
2013 7.5%
2012 31.6%
2011 -26.2%
2010 23.3%
2009 104.9%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad25 Jun 144.61 Yr.
Amar Kalkundrikar10 Jan 190.06 Yr.

Data below for HDFC Small Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Consumer Cyclical26.38%
Basic Materials18.49%
Industrials13.78%
Technology10.95%
Financial Services8.87%
Health Care4.76%
Utility3.66%
Consumer Defensive0.7%
Asset Allocation
Asset ClassValue
Cash11.95%
Equity88.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Collateralised Borrowing & Lending Obligation
CBLO | -
4%₹272 Cr
NIIT Technologies Ltd (Technology)
Equity, Since 31 Jul 14 | 532541
4%₹249 Cr1,882,000
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
4%₹236 Cr6,979,957
↑ 1,530,900
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Aug 12 | AUROPHARMA
4%₹230 Cr3,232,301
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 500085
3%₹201 Cr12,721,428
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BALKRISIND
3%₹200 Cr2,254,447
Sharda Cropchem Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 538666
3%₹195 Cr5,423,029
BAJAJ FINANCE LIMITED
Commercial Paper | -
3%₹175 Cr3,500
↑ 3,500
NRB Bearings Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 530367
3%₹173 Cr8,425,182
Indian Bank (Financial Services)
Equity, Since 31 Jul 16 | 532814
3%₹159 Cr7,068,500

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 11.8% since its launch.  Ranked 12 in Mid Cap category.  Return for 2018 was -11.7% , 2017 was 43% and 2016 was 10.4% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (22 Mar 19) ₹37.931 ↓ -0.16   (-0.41 %)
Net Assets (Cr) ₹3,535 on 28 Feb 19
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio -0.72
Information Ratio 0
Alpha Ratio 0
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
28 Feb 14₹10,000
28 Feb 15₹19,848
29 Feb 16₹17,502
28 Feb 17₹25,659
28 Feb 18₹30,892
28 Feb 19₹27,802

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 ₹530,691.
Net Profit of ₹230,691
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 22 Mar 19

DurationReturns
1 Month 8%
3 Month 2.6%
6 Month 1.1%
1 Year -1.6%
3 Year 15.2%
5 Year 22.9%
10 Year
15 Year
Since launch 11.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
2012 48%
2011 -26.6%
2010 21.2%
2009 77.7%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 108.62 Yr.

Data below for Kotak Emerging Equity Scheme as on 28 Feb 19

Equity Sector Allocation
SectorValue
Basic Materials24.24%
Financial Services19.79%
Consumer Cyclical17.11%
Industrials14.36%
Health Care7.63%
Consumer Defensive5.12%
Technology4.86%
Utility2.89%
Real Estate1.77%
Asset Allocation
Asset ClassValue
Cash2.03%
Equity97.97%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
4%₹138 Cr2,055,294
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹121 Cr223,870
↑ 6,787
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹116 Cr1,254,465
↑ 29,898
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
3%₹115 Cr1,011,077
↑ 15,089
RBL Bank Ltd (Financial Services)
Equity, Since 31 May 17 | RBLBANK
3%₹113 Cr1,961,133
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹104 Cr307,887
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 May 18 | BHARATFIN
3%₹102 Cr1,101,796
↓ -50,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 540611
3%₹92 Cr1,594,472
↑ 142,482
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 500387
3%₹90 Cr54,439
↑ 4,431
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹89 Cr900,291
↑ 57,301

6. 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 19.3% since its launch.  Ranked 5 in Mid Cap category.  Return for 2018 was -12% , 2017 was 52.3% and 2016 was 9.8% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (22 Mar 19) ₹132.09 ↓ -0.36   (-0.27 %)
Net Assets (Cr) ₹3,733 on 28 Feb 19
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.69
Sharpe Ratio -0.95
Information Ratio 0.74
Alpha Ratio -3.45
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
28 Feb 14₹10,000
28 Feb 15₹19,208
29 Feb 16₹16,738
28 Feb 17₹24,985
28 Feb 18₹32,315
28 Feb 19₹27,994

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 ₹530,691.
Net Profit of ₹230,691
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 22 Mar 19

DurationReturns
1 Month 6.8%
3 Month 0.2%
6 Month -2.2%
1 Year -4.4%
3 Year 17.2%
5 Year 22.9%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
2012 38.1%
2011 -29.4%
2010 22.1%
2009 111.3%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
S.N. Lahiri22 Jun 135.61 Yr.
Vihang Naik28 Jun 162.6 Yr.

Data below for L&T Midcap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Basic Materials20.55%
Financial Services17.92%
Consumer Cyclical14.9%
Industrials13.05%
Health Care8.95%
Technology5%
Real Estate3.28%
Consumer Defensive3.24%
Energy0.88%
Asset Allocation
Asset ClassValue
Cash11.48%
Equity88.5%
Debt0%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
11%₹428 Cr
RBL Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | RBLBANK
3%₹123 Cr2,124,000
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
3%₹113 Cr6,146,700
↑ 60,316
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
3%₹97 Cr2,476,000
↑ 688,800
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 18 | TORNTPHARM
2%₹81 Cr449,700
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
2%₹80 Cr1,190,600
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
2%₹78 Cr471,200
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
2%₹75 Cr606,000
Kajaria Ceramics Ltd (Basic Materials)
Equity, Since 31 Oct 16 | 500233
2%₹74 Cr1,363,500
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
2%₹74 Cr99,200

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 25.9% since its launch.  Ranked 13 in Mid Cap category.  Return for 2018 was -15.4% , 2017 was 40.8% and 2016 was 11.3% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (22 Mar 19) ₹459.453 ↓ -2.69   (-0.58 %)
Net Assets (Cr) ₹5,688 on 28 Feb 19
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -1.07
Information Ratio -0.2
Alpha Ratio -5.52
Min Investment 5,000
Min SIP Investment 250
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹18,934
29 Feb 16₹16,546
28 Feb 17₹24,580
28 Feb 18₹29,501
28 Feb 19₹24,893

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 ₹505,644.
Net Profit of ₹205,644
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 22 Mar 19

DurationReturns
1 Month 7.4%
3 Month 0.8%
6 Month -2.4%
1 Year -6.8%
3 Year 12.4%
5 Year 20%
10 Year
15 Year
Since launch 25.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
2012 38%
2011 -23.7%
2010 20.8%
2009 114.6%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S Krishnakumar1 Nov 126.33 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Consumer Cyclical22.1%
Financial Services18.42%
Industrials17.83%
Basic Materials13.54%
Technology8.44%
Consumer Defensive6.87%
Health Care5.9%
Utility2.26%
Asset Allocation
Asset ClassValue
Cash3.45%
Equity96.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
4%₹234 Cr3,487,781
Treps
CBLO/Reverse Repo | -
3%₹185 Cr
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL
3%₹181 Cr8,023,450
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹172 Cr5,302,541
↑ 155,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
3%₹171 Cr79,087
↓ -1,401
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹157 Cr290,000
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 15 | 500086
3%₹155 Cr7,069,348
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
2%₹139 Cr491,350
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
2%₹135 Cr1,185,742
↑ 12,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
2%₹128 Cr4,385,765

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 13.6% since its launch.  Ranked 11 in Small Cap category.  Return for 2018 was -17.4% , 2017 was 43.5% and 2016 was 10.2% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (22 Mar 19) ₹54.024 ↓ -0.08   (-0.15 %)
Net Assets (Cr) ₹6,777 on 28 Feb 19
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.42
Sharpe Ratio -1.53
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
28 Feb 14₹10,000
28 Feb 15₹19,495
29 Feb 16₹17,617
28 Feb 17₹24,892
28 Feb 18₹31,087
28 Feb 19₹25,549

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 ₹518,033.
Net Profit of ₹218,033
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 22 Mar 19

DurationReturns
1 Month 9.1%
3 Month 3.5%
6 Month 0%
1 Year -7.5%
3 Year 12.7%
5 Year 21%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
2011 -25.9%
2010 18.6%
2009 104.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0711.92 Yr.
Srikesh Nair1 Dec 153.25 Yr.
Hari Shyamsunder2 May 162.83 Yr.

Data below for Franklin India Smaller Companies Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services20.62%
Industrials18.79%
Basic Materials18.67%
Consumer Cyclical13.31%
Technology7.2%
Health Care5.82%
Energy3.71%
Real Estate3.36%
Consumer Defensive1.79%
Utility0.56%
Communication Services0.54%
Asset Allocation
Asset ClassValue
Equity94.38%
Other5.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
6%₹381 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹287 Cr1,383,653
Cyient Ltd (Technology)
Equity, Since 30 Jun 14 | CYIENT
3%₹183 Cr2,853,552
↑ 8,826
Vardhman Textiles Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 502986
2%₹167 Cr1,655,675
Finolex Cables Ltd (Technology)
Equity, Since 31 Mar 12 | FINCABLES
2%₹160 Cr3,953,709
↑ 110,000
eClerx Services Ltd (Industrials)
Equity, Since 28 Feb 13 | 532927
2%₹145 Cr1,401,949
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
2%₹143 Cr2,521,141
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 14 | 532215
2%₹139 Cr1,959,054
Dr. Lal PathLabs Ltd (Healthcare)
Equity, Since 31 Oct 17 | LALPATHLAB
2%₹135 Cr1,330,571
↓ -120,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
2%₹134 Cr5,778,251

9. Reliance 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.

Reliance 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 17.6% since its launch.  Ranked 6 in Small Cap category.  Return for 2018 was -16.7% , 2017 was 63% and 2016 was 5.6% .

Below is the key information for Reliance Small Cap Fund

Reliance Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (22 Mar 19) ₹39.6298 ↓ -0.14   (-0.36 %)
Net Assets (Cr) ₹7,245 on 28 Feb 19
Category Equity - Small Cap
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -1.12
Information Ratio 1.38
Alpha Ratio 1.72
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
28 Feb 14₹10,000
28 Feb 15₹20,291
29 Feb 16₹18,060
28 Feb 17₹26,762
28 Feb 18₹37,953
28 Feb 19₹30,569

Reliance 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 Reliance 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 22 Mar 19

DurationReturns
1 Month 8.4%
3 Month -0.2%
6 Month -5.8%
1 Year -8.2%
3 Year 18%
5 Year 25.4%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
2011 -25%
2010
2009
Fund Manager information for Reliance Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 172.08 Yr.

Data below for Reliance Small Cap Fund as on 28 Feb 19

Equity Sector Allocation
SectorValue
Basic Materials18.56%
Industrials16.18%
Technology13.51%
Consumer Cyclical12.64%
Financial Services12.31%
Consumer Defensive6.38%
Health Care4.6%
Utility1.43%
Energy0.71%
Asset Allocation
Asset ClassValue
Cash10.77%
Equity88.66%
Other0.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | 532215
2%₹181 Cr2,550,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
2%₹166 Cr7,130,193
↑ 216,419
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
2%₹165 Cr3,500
Vindhya Telelinks Ltd (Technology)
Equity, Since 30 Nov 14 | 517015
2%₹153 Cr1,016,415
↑ 3,500
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | 531335
2%₹152 Cr1,217,359
Orient Electric Ltd Ordinary Shares (Technology)
Equity, Since 31 May 18 | 541301
2%₹147 Cr10,327,648
VIP Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 14 | 507880
2%₹144 Cr3,526,918
HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED
Commercial Paper | -
2%₹141 Cr3,000
↑ 1,000
Cyient Ltd (Technology)
Equity, Since 31 Mar 12 | CYIENT
2%₹136 Cr2,123,797
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
2%₹131 Cr2,210,504

10. 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 15.6% since its launch.  Ranked 7 in Small Cap category.  Return for 2018 was -25.5% , 2017 was 42.8% and 2016 was 12.7% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (22 Mar 19) ₹54.84 ↓ -0.03   (-0.05 %)
Net Assets (Cr) ₹4,672 on 28 Feb 19
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -1.43
Information Ratio -0.28
Alpha Ratio -4.38
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
28 Feb 14₹10,000
28 Feb 15₹20,322
29 Feb 16₹19,202
28 Feb 17₹29,116
28 Feb 18₹35,450
28 Feb 19₹26,996

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 ₹543,623.
Net Profit of ₹243,623
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 22 Mar 19

DurationReturns
1 Month 9.9%
3 Month 3.1%
6 Month -2.6%
1 Year -12.5%
3 Year 10.9%
5 Year 23%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
2012 40.5%
2011 -27.2%
2010 43.9%
2009 115.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 108.62 Yr.
Jay Kothari1 Mar 135.92 Yr.
Resham Jain16 Mar 180.88 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 28 Feb 19

Equity Sector Allocation
SectorValue
Consumer Cyclical29.1%
Basic Materials27.26%
Financial Services8.39%
Health Care8.13%
Industrials6.71%
Technology6.3%
Consumer Defensive3.47%
Utility2.22%
Asset Allocation
Asset ClassValue
Cash8.43%
Equity91.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
9%₹422 Cr
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
4%₹202 Cr2,499,638
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹189 Cr562,666
↓ -11,157
DCB Bank Ltd (Financial Services)
Equity, Since 31 May 13 | 532772
4%₹164 Cr9,022,562
Aarti Industries Ltd (Basic Materials)
Equity, Since 31 Jan 15 | 524208
3%₹154 Cr1,111,289
↓ -55,084
SRF Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | SRF
3%₹151 Cr657,850
↓ -47,032
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹120 Cr1,003,322
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 532889
3%₹120 Cr2,256,550
Finolex Cables Ltd (Technology)
Equity, Since 31 Mar 14 | FINCABLES
2%₹115 Cr2,839,687
Welspun India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 514162
2%₹108 Cr20,928,850

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