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Fincash » Mutual Funds » Best Small & Mid Cap Funds

Best Mid & Small Cap Equity Mutual Funds 2020

Updated on October 17, 2020 , 1220 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

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Top 10 Best Mid & Small Cap Funds To Invest In 2020

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Small Cap Fund Growth ₹58.4498
↑ 0.46
₹5,32116.732.311.84.212.56.1
Aditya Birla Sun Life Small Cap Fund Growth ₹30.2427
↑ 0.21
₹2,19319.132.50.2-9.53.7-11.5
L&T Emerging Businesses Fund Growth ₹21.811
↑ 0.12
₹5,41915.929.9-2.4-5.37.6-8.1
DSP BlackRock Small Cap Fund  Growth ₹59.66
↓ -0.01
₹5,32017.839.117.9-1.570.7
Nippon India Small Cap Fund Growth ₹41.2523
↑ 0.28
₹9,62515.835.510.4-0.29.3-2.5
Kotak Emerging Equity Scheme Growth ₹41.222
↑ 0.22
₹7,53512.327.88.32.298.9
L&T Midcap Fund Growth ₹135.71
↑ 0.43
₹5,92811.325.85.8-18.5-0.2
HDFC Small Cap Fund Growth ₹38.045
↑ 0.04
₹8,74114.832.1-1.7-1.77.5-9.5
Sundaram Mid Cap Fund Growth ₹430.603
↑ 2.72
₹5,3358.820.8-3.4-4.94.3-0.3
Franklin India Smaller Companies Fund Growth ₹47.2036
↑ 0.06
₹5,77916.527-3.7-6.63.5-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Oct 20

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 17.2% since its launch.  Ranked 4 in Small Cap category.  Return for 2019 was 6.1% , 2018 was -19.6% and 2017 was 78.7% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (19 Oct 20) ₹58.4498 ↑ 0.46   (0.79 %)
Net Assets (Cr) ₹5,321 on 30 Sep 20
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.37
Information Ratio 0.92
Alpha Ratio -1.43
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 15₹10,000
30 Sep 16₹11,931
30 Sep 17₹15,871
30 Sep 18₹16,095
30 Sep 19₹16,749
30 Sep 20₹18,800

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 ₹415,684.
Net Profit of ₹115,684
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 19 Oct 20

DurationReturns
1 Month -3%
3 Month 16.7%
6 Month 32.3%
1 Year 11.8%
3 Year 4.2%
5 Year 12.5%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 19%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 136.88 Yr.

Data below for SBI Small Cap Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Industrials30.73%
Basic Materials21.22%
Consumer Cyclical19.52%
Consumer Defensive7.21%
Financial Services7.16%
Health Care4.46%
Technology4.06%
Utility0.6%
Real Estate0.32%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹271 Cr1,800,700
↑ 495,465
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
5%₹267 Cr22,000,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹191 Cr370,000
↑ 18,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹186 Cr2,900,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
3%₹182 Cr13,000,000
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
3%₹181 Cr9,000,000
↑ 485,572
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹174 Cr790,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹172 Cr1,300,000
↑ 573,283
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹167 Cr2,135,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Jul 20 | PIIND
3%₹156 Cr790,000
↓ -357,476

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 8.5% since its launch.  Ranked 1 in Small Cap category.  Return for 2019 was -11.5% , 2018 was -22.6% and 2017 was 56.7% .

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 (19 Oct 20) ₹30.2427 ↑ 0.21   (0.69 %)
Net Assets (Cr) ₹2,193 on 30 Sep 20
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 0.1
Information Ratio -0.02
Alpha Ratio -7.26
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 15₹10,000
30 Sep 16₹12,666
30 Sep 17₹15,702
30 Sep 18₹14,042
30 Sep 19₹12,430
30 Sep 20₹12,351

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 ₹331,978.
Net Profit of ₹31,978
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 19 Oct 20

DurationReturns
1 Month -1.9%
3 Month 19.1%
6 Month 32.5%
1 Year 0.2%
3 Year -9.5%
5 Year 3.7%
10 Year
15 Year
Since launch 8.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 19.2%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Kunal Sangoi14 May 200.38 Yr.
Dhaval Gala14 May 200.38 Yr.
Nitesh Jain14 May 200.38 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Basic Materials23.46%
Industrials14.62%
Financial Services13.88%
Consumer Cyclical10.37%
Consumer Defensive9.23%
Health Care8.75%
Technology8.46%
Communication Services4.26%
Real Estate1.41%
Utility0.98%
Asset Allocation
Asset ClassValue
Cash4.51%
Equity95.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
4%₹82 Cr995,136
KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 532714
3%₹71 Cr2,056,969
↓ -343,031
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 19 | MCX
3%₹61 Cr356,119
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
3%₹60 Cr400,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 19 | 506395
3%₹57 Cr733,005
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 30 Nov 19 | NH
2%₹50 Cr1,400,682
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 532497
2%₹50 Cr1,230,984
Strides Pharma Science Ltd (Healthcare)
Equity, Since 30 Jun 20 | STAR
2%₹49 Cr684,095
Welspun India Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 514162
2%₹48 Cr7,200,000
Johnson Controls - Hitachi Air Conditioning India Ltd (Technology)
Equity, Since 31 Oct 17 | 523398
2%₹47 Cr212,929

3. 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 12.9% since its launch.  Ranked 2 in Small Cap category.  Return for 2019 was -8.1% , 2018 was -13.7% and 2017 was 66.5% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (19 Oct 20) ₹21.811 ↑ 0.12   (0.55 %)
Net Assets (Cr) ₹5,419 on 30 Sep 20
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio 0.05
Information Ratio -0.32
Alpha Ratio -14.79
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 15₹10,000
30 Sep 16₹12,381
30 Sep 17₹16,717
30 Sep 18₹16,429
30 Sep 19₹15,262
30 Sep 20₹14,976

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 ₹367,070.
Net Profit of ₹67,070
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 19 Oct 20

DurationReturns
1 Month -3.9%
3 Month 15.9%
6 Month 29.9%
1 Year -2.4%
3 Year -5.3%
5 Year 7.6%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
2011
2010
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 190.79 Yr.
Vihang Naik17 Dec 190.79 Yr.
Alok Ranjan1 Oct 191 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Industrials22.61%
Basic Materials17.94%
Consumer Cyclical16.68%
Technology11.46%
Health Care10.22%
Consumer Defensive7.94%
Financial Services5.22%
Real Estate3.44%
Utility1.59%
Energy0.87%
Asset Allocation
Asset ClassValue
Cash2.04%
Equity97.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
5%₹273 Cr2,032,586
↓ -150,000
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 20 | 543064
3%₹144 Cr3,794,600
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 29 Feb 20 | 506401
3%₹140 Cr1,699,700
↓ -65,300
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
3%₹137 Cr2,112,579
VST Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | 509966
3%₹136 Cr416,535
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 20 | 524494
2%₹133 Cr615,300
Emami Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 531162
2%₹132 Cr3,765,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 20 | 532504
2%₹120 Cr545,617
↓ -61,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 17 | 540762
2%₹114 Cr1,885,083
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 500251
2%₹113 Cr1,682,872

4. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

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

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.3% since its launch.  Ranked 7 in Small Cap category.  Return for 2019 was 0.7% , 2018 was -25.5% and 2017 was 42.8% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (19 Oct 20) ₹59.66 ↓ -0.01   (-0.02 %)
Net Assets (Cr) ₹5,320 on 30 Sep 20
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio 0.5
Information Ratio 0.38
Alpha Ratio 3.3
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 15₹10,000
30 Sep 16₹12,301
30 Sep 17₹14,326
30 Sep 18₹12,576
30 Sep 19₹12,231
30 Sep 20₹14,384

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 ₹357,992.
Net Profit of ₹57,992
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 19 Oct 20

DurationReturns
1 Month -3.2%
3 Month 17.8%
6 Month 39.1%
1 Year 17.9%
3 Year -1.5%
5 Year 7%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 43.9%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1010.29 Yr.
Jay Kothari1 Mar 137.59 Yr.
Resham Jain16 Mar 182.55 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Sep 20

Equity Sector Allocation
SectorValue
Consumer Cyclical29.4%
Basic Materials24.75%
Health Care11.85%
Industrials10.89%
Financial Services6.29%
Consumer Defensive4.69%
Technology3.57%
Communication Services1.09%
Asset Allocation
Asset ClassValue
Cash7.46%
Equity92.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
6%₹332 Cr1,533,102
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
5%₹265 Cr433,042
↓ -78,968
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹176 Cr603,365
↓ -132,548
Manappuram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | 531213
3%₹160 Cr10,188,255
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹155 Cr2,562,150
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
3%₹152 Cr1,230,588
↑ 88,791
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹151 Cr1,149,719
↑ 43,837
Welspun India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 514162
3%₹147 Cr21,943,370
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 532509
3%₹134 Cr7,442,427
↑ 793,535
Dhanuka Agritech Ltd (Basic Materials)
Equity, Since 30 Sep 16 | 507717
2%₹122 Cr1,618,103

5. 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 15.1% since its launch.  Ranked 6 in Small Cap category.  Return for 2019 was -2.5% , 2018 was -16.7% and 2017 was 63% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (19 Oct 20) ₹41.2523 ↑ 0.28   (0.68 %)
Net Assets (Cr) ₹9,625 on 30 Sep 20
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio 0.38
Information Ratio 1.52
Alpha Ratio 3.18
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 15₹10,000
30 Sep 16₹11,937
30 Sep 17₹15,678
30 Sep 18₹15,819
30 Sep 19₹15,078
30 Sep 20₹16,938

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 ₹385,859.
Net Profit of ₹85,859
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 19 Oct 20

DurationReturns
1 Month -5%
3 Month 15.8%
6 Month 35.5%
1 Year 10.4%
3 Year -0.2%
5 Year 9.3%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 173.75 Yr.
Kinjal Desai25 May 182.35 Yr.

Data below for Nippon India Small Cap Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Basic Materials23.9%
Industrials20.95%
Financial Services12.41%
Consumer Defensive12.16%
Consumer Cyclical9.6%
Technology7.2%
Health Care5.86%
Communication Services4.16%
Utility1.78%
Asset Allocation
Asset ClassValue
Cash1.98%
Equity98.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
5%₹467 Cr5,690,127
↓ -441,583
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
4%₹375 Cr1,702,655
Affle India Ltd (Communication Services)
Equity, Since 31 Jul 19 | 542752
3%₹280 Cr973,798
↓ -23,334
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | 541770
3%₹264 Cr3,549,411
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
2%₹237 Cr3,915,042
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | 540699
2%₹205 Cr233,561
↓ -6,055
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 29 Feb 20 | 540750
2%₹201 Cr9,690,221
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹200 Cr11,046,249
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 19 | 500800
2%₹200 Cr4,000,000
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 541557
2%₹192 Cr716,817

6. 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% since its launch.  Ranked 12 in Mid Cap category.  Return for 2019 was 8.9% , 2018 was -11.7% and 2017 was 43% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (19 Oct 20) ₹41.222 ↑ 0.22   (0.54 %)
Net Assets (Cr) ₹7,535 on 30 Sep 20
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 0.26
Information Ratio 0.71
Alpha Ratio 0.13
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 15₹10,000
30 Sep 16₹12,078
30 Sep 17₹14,247
30 Sep 18₹13,673
30 Sep 19₹14,635
30 Sep 20₹15,738

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 ₹376,357.
Net Profit of ₹76,357
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 19 Oct 20

DurationReturns
1 Month -1.7%
3 Month 12.3%
6 Month 27.8%
1 Year 8.3%
3 Year 2.2%
5 Year 9%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 21.2%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1010.29 Yr.

Data below for Kotak Emerging Equity Scheme as on 30 Sep 20

Equity Sector Allocation
SectorValue
Basic Materials26.26%
Consumer Cyclical21.38%
Industrials18.55%
Financial Services11.85%
Health Care9.09%
Consumer Defensive4.44%
Technology3.32%
Real Estate1.82%
Utility1.45%
Energy0.41%
Communication Services0.28%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
6%₹433 Cr3,092,732
↑ 20,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
4%₹310 Cr4,015,020
↑ 55,000
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
4%₹309 Cr1,569,008
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
4%₹300 Cr3,980,461
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹223 Cr628,620
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
3%₹207 Cr1,559,616
↑ 123,014
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹194 Cr1,444,660
↑ 113,313
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Dec 16 | 500233
3%₹192 Cr3,467,713
↑ 40,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 May 19 | 532827
2%₹179 Cr83,967
↑ 9,000
Cadila Healthcare Ltd (Healthcare)
Equity, Since 31 May 19 | 532321
2%₹178 Cr4,511,421

7. 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 17.5% since its launch.  Ranked 5 in Mid Cap category.  Return for 2019 was -0.2% , 2018 was -12% and 2017 was 52.3% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (19 Oct 20) ₹135.71 ↑ 0.43   (0.32 %)
Net Assets (Cr) ₹5,928 on 30 Sep 20
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio 0.26
Information Ratio 0.26
Alpha Ratio 0.24
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 15₹10,000
30 Sep 16₹11,678
30 Sep 17₹15,293
30 Sep 18₹14,640
30 Sep 19₹14,399
30 Sep 20₹15,546

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 19 Oct 20

DurationReturns
1 Month -3.1%
3 Month 11.3%
6 Month 25.8%
1 Year 5.8%
3 Year -1%
5 Year 8.5%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 22.1%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat17 Dec 190.79 Yr.
Vihang Naik28 Jun 164.26 Yr.

Data below for L&T Midcap Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Basic Materials22.11%
Health Care16.29%
Financial Services14.67%
Industrials11.16%
Consumer Cyclical9.31%
Technology7.58%
Consumer Defensive4.84%
Real Estate2.87%
Communication Services2.28%
Utility1.48%
Energy0.38%
Asset Allocation
Asset ClassValue
Cash7.04%
Equity92.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 May 13 | 506285
4%₹244 Cr414,377
Mphasis Ltd (Technology)
Equity, Since 30 Apr 16 | 526299
4%₹243 Cr1,755,600
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
4%₹225 Cr1,037,300
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
4%₹215 Cr6,119,555
Syngene International Ltd (Healthcare)
Equity, Since 31 May 19 | 539268
3%₹194 Cr3,511,800
Atul Ltd (Basic Materials)
Equity, Since 30 Jun 19 | ATUL
3%₹156 Cr254,500
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 506395
2%₹147 Cr1,908,481
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
2%₹140 Cr84,860
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 15 | MCX
2%₹136 Cr787,600
↓ -37,775
Affle India Ltd (Communication Services)
Equity, Since 31 Aug 19 | 542752
2%₹135 Cr469,400
↓ -22,025

8. 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 11.2% since its launch.  Ranked 9 in Small Cap category.  Return for 2019 was -9.5% , 2018 was -8.1% and 2017 was 60.8% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (19 Oct 20) ₹38.045 ↑ 0.04   (0.11 %)
Net Assets (Cr) ₹8,741 on 30 Sep 20
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.04
Information Ratio 0.76
Alpha Ratio -9.28
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 15₹10,000
30 Sep 16₹11,849
30 Sep 17₹14,768
30 Sep 18₹16,211
30 Sep 19₹15,158
30 Sep 20₹14,817

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 ₹367,070.
Net Profit of ₹67,070
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 19 Oct 20

DurationReturns
1 Month -3.2%
3 Month 14.8%
6 Month 32.1%
1 Year -1.7%
3 Year -1.7%
5 Year 7.5%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 23.3%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad25 Jun 146.27 Yr.
Chirag Dagli31 Jul 191.17 Yr.

Data below for HDFC Small Cap Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Consumer Cyclical19.46%
Industrials18.3%
Technology16%
Basic Materials13.79%
Health Care11.12%
Financial Services4.12%
Consumer Defensive4.04%
Utility4.02%
Communication Services2.71%
Asset Allocation
Asset ClassValue
Cash6.12%
Equity93.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | 532809
4%₹390 Cr53,552,012
↑ 200,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Oct 19 | PERSISTENT
4%₹383 Cr2,854,936
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 19 | 500031
4%₹351 Cr6,980,775
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BALKRISIND
4%₹325 Cr2,200,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Aug 12 | AUROPHARMA
4%₹310 Cr3,895,711
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
3%₹279 Cr8,892,000
Atul Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ATUL
3%₹255 Cr417,522
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 500085
2%₹216 Cr13,697,228
KEC International Ltd (Industrials)
Equity, Since 30 Sep 18 | 532714
2%₹209 Cr6,080,124
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 17 | 500126
2%₹208 Cr417,000
↓ -8,000

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 22.9% since its launch.  Ranked 13 in Mid Cap category.  Return for 2019 was -0.3% , 2018 was -15.4% and 2017 was 40.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (19 Oct 20) ₹430.603 ↑ 2.72   (0.63 %)
Net Assets (Cr) ₹5,335 on 30 Sep 20
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.02
Information Ratio -0.32
Alpha Ratio -8.66
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 15₹10,000
30 Sep 16₹12,090
30 Sep 17₹14,272
30 Sep 18₹13,291
30 Sep 19₹13,079
30 Sep 20₹12,836

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 ₹340,450.
Net Profit of ₹40,450
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 19 Oct 20

DurationReturns
1 Month -2.7%
3 Month 8.8%
6 Month 20.8%
1 Year -3.4%
3 Year -4.9%
5 Year 4.3%
10 Year
15 Year
Since launch 22.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 20.8%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S Krishnakumar1 Nov 127.92 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Industrials20.65%
Consumer Cyclical18.43%
Basic Materials13.75%
Financial Services13.31%
Health Care11.85%
Consumer Defensive9.39%
Technology7.96%
Utility1.91%
Communication Services1.31%
Asset Allocation
Asset ClassValue
Cash0.99%
Equity99.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
4%₹224 Cr3,330,427
↓ -281,904
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 500800
4%₹206 Cr4,115,567
↓ -1,184,812
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
4%₹205 Cr2,717,975
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
3%₹174 Cr53,269
↓ -1,424
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹166 Cr755,000
Natco Pharma Ltd (Healthcare)
Equity, Since 31 Dec 17 | 524816
3%₹159 Cr1,675,613
↑ 150,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹147 Cr683,357
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹133 Cr2,996,356
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 500271
2%₹133 Cr2,164,480
Timken India Ltd (Industrials)
Equity, Since 30 Jun 14 | 522113
2%₹131 Cr1,183,987
↓ -21,669

10. 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 11.1% since its launch.  Ranked 11 in Small Cap category.  Return for 2019 was -5% , 2018 was -17.4% and 2017 was 43.5% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (19 Oct 20) ₹47.2036 ↑ 0.06   (0.12 %)
Net Assets (Cr) ₹5,779 on 30 Sep 20
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio -0.02
Information Ratio 0.03
Alpha Ratio -12.75
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 15₹10,000
30 Sep 16₹12,292
30 Sep 17₹14,529
30 Sep 18₹13,574
30 Sep 19₹12,899
30 Sep 20₹12,370

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 ₹331,978.
Net Profit of ₹31,978
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 19 Oct 20

DurationReturns
1 Month -4.3%
3 Month 16.5%
6 Month 27%
1 Year -3.7%
3 Year -6.6%
5 Year 3.5%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2010 18.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0713.51 Yr.
Hari Shyamsunder2 May 164.42 Yr.
Pyari Menon26 Sep 191.02 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Sep 20

Equity Sector Allocation
SectorValue
Industrials26.16%
Basic Materials15.53%
Financial Services14.06%
Consumer Cyclical10.32%
Health Care7.73%
Communication Services6.54%
Technology5.66%
Consumer Defensive5.12%
Real Estate3.74%
Energy1.97%
Asset Allocation
Asset ClassValue
Cash3.18%
Equity96.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
7%₹385 Cr4,692,967
↓ -550,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
4%₹253 Cr2,513,631
↓ -190,287
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹178 Cr1,649,964
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹167 Cr2,461,210
↓ -10,732
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
3%₹161 Cr1,626,587
↓ -227,351
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹153 Cr9,395,595
↓ -203,891
Nesco Ltd (Industrials)
Equity, Since 31 Dec 13 | 505355
3%₹152 Cr2,822,305
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹151 Cr10,263,765
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
3%₹145 Cr5,467,185
Vardhman Textiles Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 502986
2%₹133 Cr1,655,675

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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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