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Fincash » Mutual Funds » Best Small & Mid Cap Funds

Best Mid & Small Cap Equity Mutual Funds 2021

Updated on October 20, 2021 , 2073 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.

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Top 10 Best Mid & Small Cap Funds To Invest In 2021

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
L&T Emerging Businesses Fund Growth ₹42.97
↓ -0.71
₹7,5949.139.594.822.117.615.5
Aditya Birla Sun Life Small Cap Fund Growth ₹55.6578
↓ -0.62
₹3,0054.731.580.820.111.419.8
SBI Small Cap Fund Growth ₹102.84
↓ -0.41
₹10,1918.628.675.629.221.733.6
Nippon India Small Cap Fund Growth ₹81.2387
↓ -0.81
₹17,2826.536.195.928.920.629.2
HDFC Small Cap Fund Growth ₹73.426
↓ -0.95
₹13,4115.337.391.72218.420.2
Franklin India Smaller Companies Fund Growth ₹90.1458
↓ -0.68
₹7,291937.687.221.812.918.7
DSP BlackRock Small Cap Fund  Growth ₹107.061
↓ -1.44
₹8,3066.534.476.228.114.633.1
Kotak Emerging Equity Scheme Growth ₹71.202
↓ -0.63
₹16,3187.625.370.128.11721.9
Sundaram Mid Cap Fund Growth ₹712.683
↓ -3.95
₹7,0078.527.564.718.710.711.8
L&T Midcap Fund Growth ₹211.5
↓ -1.27
₹7,0826.92253.819.614.419
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Oct 21

1. 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 21.6% since its launch.  Ranked 2 in Small Cap category.  Return for 2020 was 15.5% , 2019 was -8.1% and 2018 was -13.7% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (22 Oct 21) ₹42.97 ↓ -0.71   (-1.63 %)
Net Assets (Cr) ₹7,594 on 30 Sep 21
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio 4.16
Information Ratio -1.1
Alpha Ratio 3.25
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 16₹10,000
30 Sep 17₹13,502
30 Sep 18₹13,269
30 Sep 19₹12,327
30 Sep 20₹12,096
30 Sep 21₹23,391

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 ₹470,047.
Net Profit of ₹170,047
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 Oct 21

DurationReturns
1 Month 1.5%
3 Month 9.1%
6 Month 39.5%
1 Year 94.8%
3 Year 22.1%
5 Year 17.6%
10 Year
15 Year
Since launch 21.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
2011
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 191.71 Yr.
Vihang Naik17 Dec 191.71 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Industrials29.78%
Basic Materials20.82%
Consumer Cyclical15.93%
Technology13.34%
Consumer Defensive7.79%
Real Estate5.11%
Health Care4.31%
Financial Services1.94%
Energy0.52%
Asset Allocation
Asset ClassValue
Cash1.06%
Equity99.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
5%₹373 Cr2,102,579
↓ -10,000
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 500038
4%₹257 Cr6,974,700
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
3%₹230 Cr693,276
↓ -109,396
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
3%₹224 Cr1,734,948
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | 532221
3%₹195 Cr2,338,967
Birlasoft Ltd (Technology)
Equity, Since 31 Aug 20 | 532400
3%₹191 Cr4,572,600
↑ 1,029,200
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 29 Feb 20 | 506401
2%₹175 Cr765,500
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | 513375
2%₹161 Cr1,936,279
JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 31 Oct 20 | JKLAKSHMI
2%₹159 Cr2,240,200
Cera Sanitaryware Ltd (Industrials)
Equity, Since 31 Mar 19 | 532443
2%₹148 Cr334,305

2. 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 12.6% since its launch.  Ranked 1 in Small Cap category.  Return for 2020 was 19.8% , 2019 was -11.5% and 2018 was -22.6% .

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 Oct 21) ₹55.6578 ↓ -0.62   (-1.10 %)
Net Assets (Cr) ₹3,005 on 30 Sep 21
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio 3.39
Information Ratio -0.86
Alpha Ratio -3.89
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 16₹10,000
30 Sep 17₹12,397
30 Sep 18₹11,086
30 Sep 19₹9,813
30 Sep 20₹9,751
30 Sep 21₹17,732

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 ₹405,518.
Net Profit of ₹105,518
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 Oct 21

DurationReturns
1 Month 1.9%
3 Month 4.7%
6 Month 31.5%
1 Year 80.8%
3 Year 20.1%
5 Year 11.4%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -23.3%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Kunal Sangoi14 May 201.3 Yr.
Dhaval Gala14 May 201.3 Yr.
Nitesh Jain14 May 201.3 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Basic Materials22.94%
Industrials18.11%
Consumer Cyclical12.3%
Consumer Defensive10.96%
Technology9.78%
Financial Services9.09%
Health Care6.73%
Communication Services5.01%
Real Estate1.7%
Asset Allocation
Asset ClassValue
Cash3.38%
Equity96.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
4%₹125 Cr383,000
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
4%₹102 Cr1,048,104
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
3%₹89 Cr388,430
↓ -221,919
National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 532234
3%₹86 Cr9,425,924
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
3%₹78 Cr1,139,111
↓ -48,303
Just Dial Ltd (Communication Services)
Equity, Since 30 Nov 19 | 535648
2%₹73 Cr765,783
↓ -100,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 532497
2%₹69 Cr794,403
↓ -102,172
Welspun India Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 514162
2%₹65 Cr5,126,778
Amber Enterprises India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | AMBER
2%₹61 Cr211,341
V-Guard Industries Ltd (Industrials)
Equity, Since 30 Apr 16 | 532953
2%₹60 Cr2,445,000

3. 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 21.2% since its launch.  Ranked 4 in Small Cap category.  Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (22 Oct 21) ₹102.84 ↓ -0.41   (-0.40 %)
Net Assets (Cr) ₹10,191 on 30 Sep 21
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 3.47
Information Ratio -0.02
Alpha Ratio -6.84
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 16₹10,000
30 Sep 17₹13,302
30 Sep 18₹13,490
30 Sep 19₹14,038
30 Sep 20₹15,757
30 Sep 21₹26,924

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 ₹518,033.
Net Profit of ₹218,033
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 Oct 21

DurationReturns
1 Month 4%
3 Month 8.6%
6 Month 28.6%
1 Year 75.6%
3 Year 29.2%
5 Year 21.7%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -24.3%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 137.8 Yr.

Data below for SBI Small Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Industrials40.97%
Consumer Cyclical20.06%
Basic Materials19.59%
Consumer Defensive6.86%
Health Care3.52%
Financial Services3.4%
Technology2.22%
Communication Services1.6%
Asset Allocation
Asset ClassValue
Cash1.6%
Equity98.23%
Debt0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
5%₹440 Cr5,300,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
3%₹327 Cr1,000,000
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
3%₹322 Cr16,298,386
↓ -686,512
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹320 Cr1,330,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹318 Cr790,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹310 Cr2,846,666
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
3%₹309 Cr12,689,795
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹286 Cr17,000,000
Rossari Biotech Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 20 | 543213
3%₹281 Cr2,016,798
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 534976
3%₹269 Cr749,336

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 20.8% since its launch.  Ranked 6 in Small Cap category.  Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (22 Oct 21) ₹81.2387 ↓ -0.81   (-0.99 %)
Net Assets (Cr) ₹17,282 on 30 Sep 21
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 3.94
Information Ratio 0.71
Alpha Ratio 9.65
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 16₹10,000
30 Sep 17₹13,134
30 Sep 18₹13,251
30 Sep 19₹12,631
30 Sep 20₹14,189
30 Sep 21₹27,299

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 ₹505,644.
Net Profit of ₹205,644
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 22 Oct 21

DurationReturns
1 Month 0.9%
3 Month 6.5%
6 Month 36.1%
1 Year 95.9%
3 Year 28.9%
5 Year 20.6%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -25%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 174.67 Yr.
Kinjal Desai25 May 183.27 Yr.

Data below for Nippon India Small Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Industrials23.47%
Basic Materials21.27%
Consumer Cyclical14.09%
Consumer Defensive11.87%
Technology10.87%
Financial Services8.98%
Health Care4.7%
Communication Services2.91%
Real Estate0.3%
Asset Allocation
Asset ClassValue
Cash1.55%
Equity98.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
4%₹692 Cr3,028,921
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
3%₹450 Cr3,296,395
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
3%₹448 Cr1,111,721
Birla Corp Ltd (Basic Materials)
Equity, Since 31 May 18 | 500335
2%₹386 Cr2,850,086
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500031
2%₹374 Cr3,079,817
↓ -100,000
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 500038
2%₹358 Cr9,703,493
↓ -213,642
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | 542651
2%₹326 Cr9,676,281
↓ -730,000
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹321 Cr9,706,033
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | 500304
2%₹309 Cr9,772,735
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Jan 15 | 532497
2%₹277 Cr3,170,619
↓ -500,000

5. 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 15.8% since its launch.  Ranked 9 in Small Cap category.  Return for 2020 was 20.2% , 2019 was -9.5% and 2018 was -8.1% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (22 Oct 21) ₹73.426 ↓ -0.95   (-1.28 %)
Net Assets (Cr) ₹13,411 on 30 Sep 21
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.92
Sharpe Ratio 3.6
Information Ratio -0.22
Alpha Ratio 0.23
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 16₹10,000
30 Sep 17₹12,463
30 Sep 18₹13,681
30 Sep 19₹12,792
30 Sep 20₹12,505
30 Sep 21₹24,049

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 ₹481,656.
Net Profit of ₹181,656
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 Oct 21

DurationReturns
1 Month 0.6%
3 Month 5.3%
6 Month 37.3%
1 Year 91.7%
3 Year 22%
5 Year 18.4%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -26.2%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 147.18 Yr.
Sankalp Baid22 Jan 210.61 Yr.

Data below for HDFC Small Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Technology20.88%
Consumer Cyclical20.64%
Industrials20.49%
Basic Materials12.31%
Health Care6.58%
Financial Services6.33%
Consumer Defensive5.08%
Communication Services2.27%
Asset Allocation
Asset ClassValue
Cash5.42%
Equity94.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | 532809
7%₹871 Cr48,041,506
↓ -144,195
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 500031
6%₹743 Cr6,118,858
↓ -7,912
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
5%₹659 Cr7,892,003
↓ -78,097
Persistent Systems Ltd (Technology)
Equity, Since 31 Oct 19 | PERSISTENT
4%₹543 Cr1,635,143
↓ -210,726
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 500085
3%₹417 Cr13,000,000
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | 532927
3%₹413 Cr1,824,026
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
3%₹371 Cr11,793,818
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 540975
3%₹347 Cr16,200,000
↑ 575,261
Vardhman Textiles Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 502986
3%₹347 Cr1,881,566
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Oct 19 | 542812
3%₹333 Cr1,892,112
↓ -126,427

6. 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 15% since its launch.  Ranked 11 in Small Cap category.  Return for 2020 was 18.7% , 2019 was -5% and 2018 was -17.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (22 Oct 21) ₹90.1458 ↓ -0.68   (-0.74 %)
Net Assets (Cr) ₹7,291 on 30 Sep 21
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 3.86
Information Ratio -0.71
Alpha Ratio 7.24
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 16₹10,000
30 Sep 17₹11,820
30 Sep 18₹11,043
30 Sep 19₹10,494
30 Sep 20₹10,064
30 Sep 21₹18,791

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 ₹415,684.
Net Profit of ₹115,684
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 Oct 21

DurationReturns
1 Month 2.6%
3 Month 9%
6 Month 37.6%
1 Year 87.2%
3 Year 21.8%
5 Year 12.9%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -25.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0714.43 Yr.
Krishna Natarajan30 Aug 210.01 Yr.
Mayank Bukrediwala24 Aug 201.02 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Industrials27.45%
Financial Services15.87%
Basic Materials12.42%
Consumer Cyclical11.13%
Health Care7.73%
Consumer Defensive6.36%
Real Estate5.79%
Communication Services3.47%
Technology2.86%
Energy2%
Asset Allocation
Asset ClassValue
Cash4.91%
Equity95.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
7%₹459 Cr2,007,967
↓ -375,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹252 Cr7,537,595
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
3%₹217 Cr5,376,976
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹216 Cr2,209,141
↓ -103,029
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
3%₹206 Cr1,211,988
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
3%₹202 Cr17,172,603
Quess Corp Ltd (Industrials)
Equity, Since 31 Jan 20 | 539978
3%₹200 Cr2,365,139
↓ -20,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532889
3%₹185 Cr1,042,677
↓ -28,189
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | 542651
3%₹181 Cr5,366,801
↓ -133,838
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
3%₹177 Cr3,812,021

7. 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 18% since its launch.  Ranked 7 in Small Cap category.  Return for 2020 was 33.1% , 2019 was 0.7% and 2018 was -25.5% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (22 Oct 21) ₹107.061 ↓ -1.44   (-1.32 %)
Net Assets (Cr) ₹8,306 on 30 Sep 21
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 3.82
Information Ratio 0.05
Alpha Ratio -0.13
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 16₹10,000
30 Sep 17₹11,647
30 Sep 18₹10,224
30 Sep 19₹9,943
30 Sep 20₹11,694
30 Sep 21₹20,612

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 ₹436,710.
Net Profit of ₹136,710
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 Oct 21

DurationReturns
1 Month 3.4%
3 Month 6.5%
6 Month 34.4%
1 Year 76.2%
3 Year 28.1%
5 Year 14.6%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -27.2%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1011.21 Yr.
Jay Kothari1 Mar 138.51 Yr.
Resham Jain16 Mar 183.47 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Sep 21

Equity Sector Allocation
SectorValue
Consumer Cyclical37.42%
Basic Materials23.45%
Industrials11.86%
Health Care7.1%
Financial Services6.02%
Technology5.34%
Consumer Defensive5.25%
Communication Services1.27%
Asset Allocation
Asset ClassValue
Cash2.2%
Equity97.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
4%₹357 Cr1,289,228
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
4%₹316 Cr1,226,945
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹308 Cr337,965
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | 500085
3%₹260 Cr8,112,226
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹247 Cr1,806,435
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 532509
3%₹243 Cr7,495,797
Welspun India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 514162
3%₹240 Cr18,895,804
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 532889
3%₹239 Cr1,349,096
↓ -55,969
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
3%₹222 Cr1,030,630
SRF Ltd (Basic Materials)
Equity, Since 30 Nov 13 | SRF
2%₹184 Cr181,939

8. 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 14.4% since its launch.  Ranked 12 in Mid Cap category.  Return for 2020 was 21.9% , 2019 was 8.9% and 2018 was -11.7% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (22 Oct 21) ₹71.202 ↓ -0.63   (-0.87 %)
Net Assets (Cr) ₹16,318 on 30 Sep 21
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 3.64
Information Ratio 0.63
Alpha Ratio 3.39
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 16₹10,000
30 Sep 17₹11,796
30 Sep 18₹11,321
30 Sep 19₹12,117
30 Sep 20₹13,031
30 Sep 21₹22,489

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 ₹470,047.
Net Profit of ₹170,047
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 Oct 21

DurationReturns
1 Month 1.5%
3 Month 7.6%
6 Month 25.3%
1 Year 70.1%
3 Year 28.1%
5 Year 17%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -26.6%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1011.21 Yr.

Data below for Kotak Emerging Equity Scheme as on 30 Sep 21

Equity Sector Allocation
SectorValue
Basic Materials23.35%
Industrials20.54%
Consumer Cyclical17.58%
Financial Services12.47%
Health Care8.14%
Technology4.86%
Consumer Defensive3.98%
Real Estate2.26%
Utility1.56%
Energy0.67%
Communication Services0.07%
Asset Allocation
Asset ClassValue
Cash4.51%
Equity95.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
5%₹786 Cr3,594,948
↑ 199,331
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹597 Cr1,796,510
↑ 25,444
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
4%₹568 Cr783,353
↑ 7,698
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹507 Cr6,397,390
↑ 383,613
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹464 Cr1,367,927
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
3%₹437 Cr4,330,461
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JKCEMENT
3%₹426 Cr1,303,130
↑ 43,186
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹418 Cr2,971,396
↑ 70,907
SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
3%₹403 Cr1,309,863
↑ 24,060
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
2%₹383 Cr419,573

9. 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 24.8% since its launch.  Ranked 13 in Mid Cap category.  Return for 2020 was 11.8% , 2019 was -0.3% and 2018 was -15.4% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (22 Oct 21) ₹712.683 ↓ -3.95   (-0.55 %)
Net Assets (Cr) ₹7,007 on 30 Sep 21
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 3.17
Information Ratio -0.9
Alpha Ratio -3.35
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 16₹10,000
30 Sep 17₹11,805
30 Sep 18₹10,994
30 Sep 19₹10,819
30 Sep 20₹10,618
30 Sep 21₹17,225

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 ₹395,578.
Net Profit of ₹95,578
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 Oct 21

DurationReturns
1 Month 0.7%
3 Month 8.5%
6 Month 27.5%
1 Year 64.7%
3 Year 18.7%
5 Year 10.7%
10 Year
15 Year
Since launch 24.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -23.7%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 210.52 Yr.
Ratish Varier24 Feb 210.52 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Financial Services20.01%
Industrials19.22%
Consumer Cyclical17.34%
Basic Materials14.85%
Health Care9.77%
Technology9.21%
Consumer Defensive4.99%
Utility2.56%
Real Estate0.56%
Asset Allocation
Asset ClassValue
Cash1.5%
Equity98.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
MindTree Ltd (Technology)
Equity, Since 31 Jul 20 | 532819
4%₹249 Cr687,327
↓ -49,591
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹227 Cr457,057
↓ -52,943
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 500271
3%₹221 Cr2,027,701
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹200 Cr2,005,149
↓ -139,851
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹195 Cr1,509,528
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 532504
3%₹191 Cr475,000
↓ -5,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
3%₹178 Cr3,220,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
3%₹177 Cr1,752,194
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
2%₹172 Cr237,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | JUBLFOOD
2%₹172 Cr429,478

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 19.4% since its launch.  Ranked 5 in Mid Cap category.  Return for 2020 was 19% , 2019 was -0.2% and 2018 was -12% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (22 Oct 21) ₹211.5 ↓ -1.27   (-0.60 %)
Net Assets (Cr) ₹7,082 on 30 Sep 21
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 3.32
Information Ratio -0.67
Alpha Ratio -1.2
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 16₹10,000
30 Sep 17₹13,095
30 Sep 18₹12,536
30 Sep 19₹12,330
30 Sep 20₹13,312
30 Sep 21₹20,363

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 ₹436,710.
Net Profit of ₹136,710
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 Oct 21

DurationReturns
1 Month 0.5%
3 Month 6.9%
6 Month 22%
1 Year 53.8%
3 Year 19.6%
5 Year 14.4%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -29.4%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat17 Dec 191.71 Yr.
Vihang Naik28 Jun 165.18 Yr.

Data below for L&T Midcap Fund as on 30 Sep 21

Equity Sector Allocation
SectorValue
Basic Materials19.75%
Health Care17.11%
Financial Services16.75%
Industrials13.22%
Technology10.59%
Consumer Cyclical9.51%
Consumer Defensive6.31%
Real Estate3.65%
Communication Services1.24%
Utility0.57%
Asset Allocation
Asset ClassValue
Cash1.57%
Equity98.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mphasis Ltd (Technology)
Equity, Since 30 Apr 16 | 526299
6%₹431 Cr1,486,700
↓ -200,000
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
5%₹368 Cr6,167,914
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
3%₹242 Cr937,800
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 May 13 | 506285
3%₹236 Cr426,700
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 19 | 532400
3%₹212 Cr5,087,600
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | SUNDARMFIN
3%₹197 Cr754,941
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | 520111
3%₹195 Cr904,319
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
3%₹195 Cr1,949,500
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 29 Feb 20 | APOLLOHOSP
3%₹185 Cr372,300
Blue Dart Express Ltd (Industrials)
Equity, Since 31 Dec 17 | 526612
3%₹184 Cr314,291
↓ -24,309

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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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