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 2020

Updated on July 9, 2020 , 1072 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 2020

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
SBI Small Cap Fund Growth ₹50.476
↓ -0.06
₹3,28017-7.30.73.59.56.1
L&T Emerging Businesses Fund Growth ₹18.87
↓ -0.12
₹4,26817.9-19-18.8-8.25.6-8.1
Aditya Birla Sun Life Small Cap Fund Growth ₹25.483
↓ -0.11
₹1,65118.2-19.8-21.2-12.30.8-11.5
Kotak Emerging Equity Scheme Growth ₹36.498
↓ -0.17
₹5,91218.2-12-3.5-0.56.88.9
L&T Midcap Fund Growth ₹120.97
↓ -0.56
₹5,36716.5-10.6-5.1-3.16.8-0.2
DSP BlackRock Small Cap Fund  Growth ₹50.482
↓ -0.21
₹3,97322.2-9.4-5.5-6.54.30.7
Nippon India Small Cap Fund Growth ₹35.5123
↓ -0.20
₹6,99520.4-11.2-6.8-37.7-2.5
Sundaram Mid Cap Fund Growth ₹394.975
↓ -2.81
₹4,56214.9-15.9-11.7-6.12.7-0.3
HDFC Small Cap Fund Growth ₹33.112
↓ -0.13
₹6,83521.6-16-19.3-4.55.2-9.5
Franklin India Smaller Companies Fund Growth ₹40.4817
↓ -0.28
₹4,90013.5-20.8-21.3-9.81.1-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 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 16.1% 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 (10 Jul 20) ₹50.476 ↓ -0.06   (-0.11 %)
Net Assets (Cr) ₹3,280 on 30 Apr 20
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio -0.3
Information Ratio 1.44
Alpha Ratio 7.72
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 Jun 15₹10,000
30 Jun 16₹11,153
30 Jun 17₹14,504
30 Jun 18₹16,738
30 Jun 19₹16,889
30 Jun 20₹15,950

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 ₹385,859.
Net Profit of ₹85,859
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 10 Jul 20

DurationReturns
1 Month 6.7%
3 Month 17%
6 Month -7.3%
1 Year 0.7%
3 Year 3.5%
5 Year 9.5%
10 Year
15 Year
Since launch 16.1%
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 136.63 Yr.

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

Equity Sector Allocation
SectorValue
Industrials28.42%
Consumer Cyclical20.2%
Basic Materials14.54%
Financial Services8.54%
Consumer Defensive6.37%
Technology4.93%
Health Care2.99%
Utility2.26%
Communication Services0.92%
Energy0.64%
Real Estate0.31%
Asset Allocation
Asset ClassValue
Cash9.44%
Equity90.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
8%₹253 Cr
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 540699
5%₹166 Cr341,444
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹148 Cr352,000
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
4%₹146 Cr11,000,000
↑ 961,699
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
4%₹124 Cr790,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
4%₹122 Cr1,800,000
Indostar Capital Finance Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 18 | 541336
4%₹120 Cr4,300,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
3%₹117 Cr1,005,235
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹112 Cr2,135,000
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Dec 19 | NH
3%₹101 Cr3,700,000

2. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 10.9% 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 (10 Jul 20) ₹18.87 ↓ -0.12   (-0.62 %)
Net Assets (Cr) ₹4,268 on 30 Apr 20
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.87
Information Ratio 0.02
Alpha Ratio -11.86
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 Jun 15₹10,000
30 Jun 16₹11,574
30 Jun 17₹16,831
30 Jun 18₹18,304
30 Jun 19₹16,950
30 Jun 20₹13,216

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 ₹349,120.
Net Profit of ₹49,120
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 10 Jul 20

DurationReturns
1 Month 6.2%
3 Month 17.9%
6 Month -19%
1 Year -18.8%
3 Year -8.2%
5 Year 5.6%
10 Year
15 Year
Since launch 10.9%
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 190.54 Yr.
Vihang Naik17 Dec 190.54 Yr.
Alok Ranjan1 Oct 190.75 Yr.

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

Equity Sector Allocation
SectorValue
Industrials25.37%
Basic Materials17.82%
Consumer Cyclical15.4%
Health Care10.43%
Consumer Defensive6.42%
Financial Services6.06%
Technology5.66%
Utility3.82%
Real Estate2.88%
Energy0.95%
Asset Allocation
Asset ClassValue
Cash3.53%
Equity96.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
4%₹171 Cr
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Aug 18 | MGL
4%₹160 Cr1,643,950
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500674
4%₹156 Cr201,185
Abbott India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500488
3%₹145 Cr86,567
VST Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | 509966
3%₹130 Cr416,535
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
3%₹109 Cr2,075,268
AIA Engineering Ltd (Industrials)
Equity, Since 30 Jun 16 | AIAENG
2%₹95 Cr571,669
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jan 20 | 532504
2%₹94 Cr601,617
↑ 18,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 29 Feb 20 | 506401
2%₹92 Cr1,846,107
↑ 408,307
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
2%₹92 Cr1,734,948

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 7.3% 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 (10 Jul 20) ₹25.483 ↓ -0.11   (-0.44 %)
Net Assets (Cr) ₹1,651 on 30 Apr 20
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.94
Information Ratio 0.24
Alpha Ratio -3.77
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 Jun 15₹10,000
30 Jun 16₹11,768
30 Jun 17₹15,445
30 Jun 18₹16,059
30 Jun 19₹13,979
30 Jun 20₹10,332

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 ₹307,716.
Net Profit of ₹7,716
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 10 Jul 20

DurationReturns
1 Month 6.4%
3 Month 18.2%
6 Month -19.8%
1 Year -21.2%
3 Year -12.3%
5 Year 0.8%
10 Year
15 Year
Since launch 7.3%
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 200.13 Yr.
Dhaval Gala14 May 200.13 Yr.
Nitesh Jain14 May 200.13 Yr.

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

Equity Sector Allocation
SectorValue
Industrials18.37%
Financial Services17.58%
Basic Materials16.52%
Health Care10.27%
Consumer Cyclical9.88%
Technology5.15%
Utility5.1%
Communication Services5.06%
Consumer Defensive4.76%
Energy0.53%
Asset Allocation
Asset ClassValue
Cash6.77%
Equity93.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Limited
CBLO | -
6%₹93 Cr
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 19 | MCX
5%₹73 Cr550,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
4%₹64 Cr1,277,589
↓ -522,411
Cadila Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 18 | 532321
4%₹62 Cr1,800,000
Johnson Controls - Hitachi Air Conditioning India Ltd (Technology)
Equity, Since 31 Oct 17 | 523398
3%₹52 Cr212,929
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 19 | 506395
3%₹52 Cr803,906
KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 532714
3%₹47 Cr2,400,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
3%₹47 Cr400,000
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 30 Nov 19 | NH
3%₹46 Cr1,692,815
TeamLease Services Ltd (Industrials)
Equity, Since 30 Sep 19 | TEAMLEASE
3%₹45 Cr300,000

4. 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 10.2% 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 (10 Jul 20) ₹36.498 ↓ -0.17   (-0.47 %)
Net Assets (Cr) ₹5,912 on 30 Apr 20
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.27
Information Ratio 0.86
Alpha Ratio 8.91
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 Jun 15₹10,000
30 Jun 16₹11,194
30 Jun 17₹14,055
30 Jun 18₹14,693
30 Jun 19₹15,144
30 Jun 20₹13,736

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 ₹357,992.
Net Profit of ₹57,992
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 10 Jul 20

DurationReturns
1 Month 5.4%
3 Month 18.2%
6 Month -12%
1 Year -3.5%
3 Year -0.5%
5 Year 6.8%
10 Year
15 Year
Since launch 10.2%
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 1010.03 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials24.82%
Consumer Cyclical20.05%
Industrials18.49%
Financial Services12.11%
Health Care9.97%
Consumer Defensive4.4%
Utility2.17%
Technology1.67%
Energy1.3%
Real Estate1.19%
Communication Services0.35%
Asset Allocation
Asset ClassValue
Cash3.39%
Equity96.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
5%₹300 Cr2,938,713
↑ 122,395
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
4%₹257 Cr3,985,020
↓ -650,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
4%₹232 Cr3,835,772
↑ 79,869
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
4%₹224 Cr1,453,978
↓ -90,647
Triparty Repo
CBLO/Reverse Repo | -
3%₹201 Cr
Cadila Healthcare Ltd (Healthcare)
Equity, Since 31 May 19 | 532321
3%₹186 Cr5,405,765
↑ 125,000
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹173 Cr541,485
↑ 25,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
3%₹169 Cr1,206,837
↑ 22,082
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 18 | 500800
3%₹165 Cr4,486,721
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹159 Cr2,230,969
↑ 38,474

5. 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% 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 (10 Jul 20) ₹120.97 ↓ -0.56   (-0.46 %)
Net Assets (Cr) ₹5,367 on 30 Apr 20
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio -0.4
Information Ratio 0.72
Alpha Ratio 3.98
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,830
30 Jun 17₹14,927
30 Jun 18₹15,737
30 Jun 19₹15,321
30 Jun 20₹13,837

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 ₹357,992.
Net Profit of ₹57,992
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 10 Jul 20

DurationReturns
1 Month 4.8%
3 Month 16.5%
6 Month -10.6%
1 Year -5.1%
3 Year -3.1%
5 Year 6.8%
10 Year
15 Year
Since launch 17%
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 190.54 Yr.
Vihang Naik28 Jun 164.01 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials23.95%
Health Care15.79%
Financial Services13.93%
Industrials12.59%
Consumer Cyclical10.56%
Consumer Defensive5.88%
Technology5.13%
Communication Services2.41%
Real Estate2.4%
Utility1.39%
Energy0.6%
Asset Allocation
Asset ClassValue
Cash4.72%
Equity95.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
5%₹256 Cr
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 May 13 | 506285
4%₹226 Cr420,600
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
3%₹177 Cr1,185,600
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
3%₹162 Cr96,690
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 12 | 500387
3%₹146 Cr70,200
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Oct 19 | 500800
3%₹134 Cr3,662,000
↑ 290,300
Aarti Industries Ltd (Basic Materials)
Equity, Since 28 Feb 14 | 524208
2%₹123 Cr1,262,711
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 506395
2%₹123 Cr1,908,481
↑ 104,700
Berger Paints India Ltd (Basic Materials)
Equity, Since 29 Feb 16 | 509480
2%₹121 Cr2,460,355
Mphasis Ltd (Technology)
Equity, Since 30 Apr 16 | 526299
2%₹118 Cr1,370,217
↑ 567,197

6. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

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

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% 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 (10 Jul 20) ₹50.482 ↓ -0.21   (-0.41 %)
Net Assets (Cr) ₹3,973 on 30 Apr 20
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.47
Information Ratio -0.12
Alpha Ratio 2.65
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 Jun 15₹10,000
30 Jun 16₹11,913
30 Jun 17₹15,207
30 Jun 18₹14,291
30 Jun 19₹13,783
30 Jun 20₹12,231

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 ₹340,450.
Net Profit of ₹40,450
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 10 Jul 20

DurationReturns
1 Month 7.7%
3 Month 22.2%
6 Month -9.4%
1 Year -5.5%
3 Year -6.5%
5 Year 4.3%
10 Year
15 Year
Since launch 13.2%
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 1010.03 Yr.
Jay Kothari1 Mar 137.34 Yr.
Resham Jain16 Mar 182.29 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical25.05%
Basic Materials24.74%
Health Care14.22%
Industrials12.59%
Financial Services6.63%
Consumer Defensive3.67%
Technology2.88%
Communication Services1.32%
Asset Allocation
Asset ClassValue
Cash8.88%
Equity91.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
9%₹346 Cr
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
7%₹267 Cr1,787,343
↓ -118,035
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
6%₹231 Cr512,010
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 16 | 506943
3%₹132 Cr1,940,688
Manappuram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | 531213
3%₹128 Cr10,188,255
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹123 Cr810,640
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹110 Cr1,058,319
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
3%₹100 Cr1,141,797
Cera Sanitaryware Ltd (Industrials)
Equity, Since 31 Jul 15 | 532443
3%₹99 Cr424,072
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
2%₹94 Cr2,562,150

7. 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 13.8% 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 (10 Jul 20) ₹35.5123 ↓ -0.20   (-0.55 %)
Net Assets (Cr) ₹6,995 on 30 Apr 20
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.49
Information Ratio 0.97
Alpha Ratio 1.99
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 Jun 15₹10,000
30 Jun 16₹11,540
30 Jun 17₹15,555
30 Jun 18₹17,344
30 Jun 19₹16,628
30 Jun 20₹14,477

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 ₹367,070.
Net Profit of ₹67,070
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 10 Jul 20

DurationReturns
1 Month 7.2%
3 Month 20.4%
6 Month -11.2%
1 Year -6.8%
3 Year -3%
5 Year 7.7%
10 Year
15 Year
Since launch 13.8%
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 173.5 Yr.
Kinjal Desai25 May 182.1 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials25.42%
Industrials19.04%
Consumer Defensive12.75%
Financial Services12.65%
Consumer Cyclical11.7%
Health Care6.28%
Technology3.98%
Communication Services3.47%
Utility1.38%
Energy0.34%
Asset Allocation
Asset ClassValue
Cash2.89%
Equity97.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
5%₹349 Cr6,997,050
↓ -353,700
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
4%₹272 Cr1,738,627
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 19 | 500800
3%₹190 Cr5,187,322
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
3%₹187 Cr11,046,249
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
2%₹166 Cr4,515,042
Triparty Repo
CBLO/Reverse Repo | -
2%₹158 Cr
Affle India Ltd (Communication Services)
Equity, Since 31 Jul 19 | 542752
2%₹154 Cr997,132
FDC Ltd (Healthcare)
Equity, Since 31 Aug 12 | 531599
2%₹150 Cr6,060,432
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 29 Feb 20 | 540750
2%₹147 Cr9,000,000
↑ 3,500,000
Birla Corp Ltd (Basic Materials)
Equity, Since 31 May 18 | 500335
2%₹142 Cr2,735,000
↑ 68,525

8. 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 22.7% 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 (10 Jul 20) ₹394.975 ↓ -2.81   (-0.71 %)
Net Assets (Cr) ₹4,562 on 30 Apr 20
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.57
Information Ratio -0.5
Alpha Ratio -3.09
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 Jun 15₹10,000
30 Jun 16₹10,908
30 Jun 17₹13,812
30 Jun 18₹14,383
30 Jun 19₹13,706
30 Jun 20₹11,435

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 ₹323,701.
Net Profit of ₹23,701
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 10 Jul 20

DurationReturns
1 Month 5.5%
3 Month 14.9%
6 Month -15.9%
1 Year -11.7%
3 Year -6.1%
5 Year 2.7%
10 Year
15 Year
Since launch 22.7%
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 127.67 Yr.

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

Equity Sector Allocation
SectorValue
Industrials20.5%
Consumer Cyclical16.67%
Consumer Defensive13.79%
Financial Services13.35%
Basic Materials11.88%
Health Care10.9%
Technology5.27%
Utility2.53%
Communication Services1.01%
Asset Allocation
Asset ClassValue
Cash3.55%
Equity96.43%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
5%₹254 Cr4,132,075
↓ -91,666
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 17 | 500800
5%₹245 Cr6,318,818
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
4%₹211 Cr3,314,880
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
4%₹193 Cr64,124
↓ -876
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹157 Cr755,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹139 Cr2,048,206
WABCO India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | WABCOINDIA
3%₹125 Cr181,075
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
3%₹124 Cr2,800,000
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
2%₹118 Cr2,996,356
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
2%₹117 Cr690,850

9. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.3% 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 (10 Jul 20) ₹33.112 ↓ -0.13   (-0.38 %)
Net Assets (Cr) ₹6,835 on 30 Apr 20
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio -0.98
Information Ratio 1.01
Alpha Ratio -5.07
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 Jun 15₹10,000
30 Jun 16₹11,010
30 Jun 17₹14,422
30 Jun 18₹17,021
30 Jun 19₹16,664
30 Jun 20₹12,573

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 ₹349,120.
Net Profit of ₹49,120
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 10 Jul 20

DurationReturns
1 Month 6.8%
3 Month 21.6%
6 Month -16%
1 Year -19.3%
3 Year -4.5%
5 Year 5.2%
10 Year
15 Year
Since launch 10.3%
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 146.02 Yr.
Chirag Dagli31 Jul 190.92 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical20.64%
Industrials17.53%
Basic Materials13.03%
Technology11.51%
Health Care10.97%
Financial Services5.64%
Communication Services4.16%
Utility3.85%
Consumer Defensive3.69%
Energy1.3%
Asset Allocation
Asset ClassValue
Cash7.66%
Equity92.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps - Tri-Party Repo
CBLO/Reverse Repo | -
5%₹327 Cr
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Aug 12 | AUROPHARMA
4%₹290 Cr3,895,711
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 19 | 500031
4%₹254 Cr6,980,775
↑ 89,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BALKRISIND
4%₹237 Cr2,200,000
Atul Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ATUL
3%₹216 Cr479,359
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 17 | 500126
3%₹201 Cr489,329
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
3%₹180 Cr8,892,000
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 500085
3%₹178 Cr13,697,228
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | 532809
3%₹169 Cr53,352,012
Finolex Industries Ltd (Industrials)
Equity, Since 31 Oct 18 | FINPIPE
2%₹155 Cr3,647,082
↑ 11,600

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 10.1% 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 (10 Jul 20) ₹40.4817 ↓ -0.28   (-0.68 %)
Net Assets (Cr) ₹4,900 on 30 Apr 20
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio -0.89
Information Ratio 0.42
Alpha Ratio -4.91
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
30 Jun 15₹10,000
30 Jun 16₹11,474
30 Jun 17₹14,127
30 Jun 18₹14,938
30 Jun 19₹13,939
30 Jun 20₹10,366

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 ₹315,615.
Net Profit of ₹15,615
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 10 Jul 20

DurationReturns
1 Month 4.8%
3 Month 13.5%
6 Month -20.8%
1 Year -21.3%
3 Year -9.8%
5 Year 1.1%
10 Year
15 Year
Since launch 10.1%
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 0713.26 Yr.
Hari Shyamsunder2 May 164.16 Yr.
Pyari Menon26 Sep 190.76 Yr.

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

Equity Sector Allocation
SectorValue
Industrials25.11%
Basic Materials15.69%
Financial Services13.46%
Consumer Cyclical9.61%
Health Care6.46%
Technology5.28%
Consumer Defensive4.83%
Communication Services4.65%
Real Estate3.29%
Energy2.83%
Asset Allocation
Asset ClassValue
Equity91.21%
Other8.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
9%₹405 Cr
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
6%₹266 Cr5,342,967
↓ -17,522
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
4%₹187 Cr2,703,918
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
3%₹157 Cr1,649,964
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
3%₹142 Cr2,087,587
↓ -36,671
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 18 | HINDPETRO
3%₹122 Cr6,289,744
Nesco Ltd (Industrials)
Equity, Since 31 Dec 13 | 505355
3%₹122 Cr2,832,329
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹121 Cr2,521,141
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
2%₹113 Cr5,342,185
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | 540596
2%₹112 Cr2,237,450
↑ 1,120

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