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Fincash » Mutual Funds » Best Small & Mid Cap Funds

Best Mid & Small Cap Equity Mutual Funds 2021

Updated on April 7, 2021 , 1782 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 (%)
Aditya Birla Sun Life Small Cap Fund Growth ₹44.4276
↑ 0.08
₹2,54214.746.6106.12.212.719.8
L&T Emerging Businesses Fund Growth ₹31.46
↑ 0.17
₹5,70013.843.396.6417.315.5
SBI Small Cap Fund Growth ₹82.0713
↑ 0.01
₹7,3118.941.590.212.220.833.6
Nippon India Small Cap Fund Growth ₹61.356
↑ 0.24
₹11,9611747.910810.419.929.2
HDFC Small Cap Fund Growth ₹55.33
↑ 0.60
₹10,03315.244.1103.26.116.820.2
DSP BlackRock Small Cap Fund  Growth ₹82.008
↑ 0.34
₹6,34710.435.698.57.614.833.1
Franklin India Smaller Companies Fund Growth ₹68.5419
↑ 0.09
₹6,36010.542.992.14.112.218.7
Kotak Emerging Equity Scheme Growth ₹58.953
↑ 0.20
₹10,43112.942.990.913.218.321.9
L&T Midcap Fund Growth ₹178.23
↑ 0.35
₹6,2878.430.271.67.416.419
Sundaram Mid Cap Fund Growth ₹584.929
↓ -1.98
₹6,2307.835.370.24.212.311.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Apr 21

1. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

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

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Ranked 1 in Small Cap category.  Return for 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 (09 Apr 21) ₹44.4276 ↑ 0.08   (0.17 %)
Net Assets (Cr) ₹2,542 on 28 Feb 21
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio 0.92
Information Ratio 0.01
Alpha Ratio -0.63
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
31 Mar 16₹10,000
31 Mar 17₹14,474
31 Mar 18₹16,674
31 Mar 19₹14,865
31 Mar 20₹8,425
31 Mar 21₹17,695

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 ₹415,684.
Net Profit of ₹115,684
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 9 Apr 21

DurationReturns
1 Month 2.4%
3 Month 14.7%
6 Month 46.6%
1 Year 106.1%
3 Year 2.2%
5 Year 12.7%
10 Year
15 Year
Since launch 11.3%
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 200.88 Yr.
Dhaval Gala14 May 200.88 Yr.
Nitesh Jain14 May 200.88 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Basic Materials24.85%
Industrials18.3%
Financial Services13.74%
Consumer Cyclical12.05%
Technology9.24%
Consumer Defensive8.39%
Health Care6.91%
Communication Services4.82%
Real Estate0.99%
Asset Allocation
Asset ClassValue
Cash0.71%
Equity99.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
5%₹127 Cr928,959
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
4%₹108 Cr400,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
3%₹72 Cr1,200,000
Radico Khaitan Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 May 20 | 532497
3%₹70 Cr1,230,984
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹70 Cr1,070,890
Amber Enterprises India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | AMBER
3%₹64 Cr196,629
Just Dial Ltd (Communication Services)
Equity, Since 30 Nov 19 | 535648
2%₹62 Cr865,783
KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 532714
2%₹58 Cr1,358,366
↓ -205,900
National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 532234
2%₹57 Cr9,425,924
V-Guard Industries Ltd (Industrials)
Equity, Since 30 Apr 16 | 532953
2%₹55 Cr2,445,000
↑ 445,000

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 18% 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 (09 Apr 21) ₹31.46 ↑ 0.17   (0.53 %)
Net Assets (Cr) ₹5,700 on 28 Feb 21
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio 0.83
Information Ratio -0.54
Alpha Ratio -10.2
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
31 Mar 16₹10,000
31 Mar 17₹14,963
31 Mar 18₹19,054
31 Mar 19₹17,811
31 Mar 20₹10,745
31 Mar 21₹21,500

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 9 Apr 21

DurationReturns
1 Month 3.8%
3 Month 13.8%
6 Month 43.3%
1 Year 96.6%
3 Year 4%
5 Year 17.3%
10 Year
15 Year
Since launch 18%
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 191.29 Yr.
Vihang Naik17 Dec 191.29 Yr.
Alok Ranjan1 Oct 191.5 Yr.

Data below for L&T Emerging Businesses Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials28.15%
Basic Materials21.21%
Consumer Cyclical15.85%
Technology12.32%
Consumer Defensive7.96%
Real Estate5.32%
Health Care4.83%
Financial Services2.9%
Energy0.87%
Asset Allocation
Asset ClassValue
Cash0.6%
Equity99.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
3%₹196 Cr2,112,579
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 29 Feb 20 | 506401
3%₹185 Cr1,354,630
↓ -239,170
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
3%₹178 Cr1,072,070
↓ -224,870
Emami Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 531162
3%₹152 Cr3,332,700
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
3%₹151 Cr1,734,948
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 20 | 543064
2%₹125 Cr2,601,094
↓ -164,574
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 500038
2%₹124 Cr6,974,700
Amber Enterprises India Ltd Ordinary Shares (Technology)
Equity, Since 31 Jan 20 | AMBER
2%₹123 Cr381,292
↓ -5,500
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | 520111
2%₹121 Cr636,948
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
2%₹116 Cr3,986,950

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 19.9% 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 (09 Apr 21) ₹82.0713 ↑ 0.01   (0.01 %)
Net Assets (Cr) ₹7,311 on 28 Feb 21
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 1.05
Information Ratio 0.79
Alpha Ratio -0.6
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
31 Mar 16₹10,000
31 Mar 17₹13,068
31 Mar 18₹17,568
31 Mar 19₹16,620
31 Mar 20₹13,067
31 Mar 21₹25,516

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 ₹505,644.
Net Profit of ₹205,644
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 9 Apr 21

DurationReturns
1 Month 1.8%
3 Month 8.9%
6 Month 41.5%
1 Year 90.2%
3 Year 12.2%
5 Year 20.8%
10 Year
15 Year
Since launch 19.9%
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 137.38 Yr.

Data below for SBI Small Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials39.6%
Consumer Cyclical20.76%
Basic Materials16.83%
Consumer Defensive7.14%
Financial Services5.57%
Health Care4.17%
Communication Services3.13%
Asset Allocation
Asset ClassValue
Cash2.26%
Equity97.41%
Other0.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
5%₹392 Cr21,540,507
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹389 Cr1,447,884
↓ -252,116
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
4%₹270 Cr1,330,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
4%₹269 Cr5,300,000
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
4%₹262 Cr9,000,000
Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹252 Cr2,900,000
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
3%₹248 Cr11,000,000
↓ -900,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
3%₹207 Cr370,000
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 541233
3%₹204 Cr50,000,000
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹204 Cr2,846,666

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 18.7% 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 (09 Apr 21) ₹61.356 ↑ 0.24   (0.40 %)
Net Assets (Cr) ₹11,961 on 28 Feb 21
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 1.03
Information Ratio 1.06
Alpha Ratio 2.48
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
31 Mar 16₹10,000
31 Mar 17₹14,222
31 Mar 18₹17,819
31 Mar 19₹16,570
31 Mar 20₹11,184
31 Mar 21₹24,317

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 ₹493,520.
Net Profit of ₹193,520
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 9 Apr 21

DurationReturns
1 Month 3%
3 Month 17%
6 Month 47.9%
1 Year 108%
3 Year 10.4%
5 Year 19.9%
10 Year
15 Year
Since launch 18.7%
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 174.24 Yr.
Kinjal Desai25 May 182.85 Yr.

Data below for Nippon India Small Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials23.32%
Basic Materials20.32%
Consumer Cyclical12.17%
Consumer Defensive10.98%
Technology9.38%
Financial Services9.16%
Communication Services5.19%
Health Care4.58%
Utility2.78%
Real Estate0.19%
Asset Allocation
Asset ClassValue
Cash1.93%
Equity98.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
5%₹568 Cr4,148,268
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
3%₹365 Cr3,380,940
↓ -326,824
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 16 | 500031
3%₹332 Cr3,466,737
↓ -425,214
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | 540699
3%₹302 Cr152,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
2%₹296 Cr1,161,721
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹290 Cr10,706,033
↓ -193,967
Affle India Ltd (Communication Services)
Equity, Since 31 Jul 19 | 542752
2%₹279 Cr537,341
↓ -137,659
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | 541770
2%₹243 Cr3,566,817
Birla Corp Ltd (Basic Materials)
Equity, Since 31 May 18 | 500335
2%₹243 Cr2,855,300
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
2%₹232 Cr51,514

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 14% 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 (09 Apr 21) ₹55.33 ↑ 0.60   (1.09 %)
Net Assets (Cr) ₹10,033 on 28 Feb 21
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.92
Information Ratio 0.52
Alpha Ratio -0.48
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
31 Mar 16₹10,000
31 Mar 17₹13,318
31 Mar 18₹17,521
31 Mar 19₹17,683
31 Mar 20₹10,296
31 Mar 21₹20,936

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 ₹458,689.
Net Profit of ₹158,689
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 9 Apr 21

DurationReturns
1 Month 3.9%
3 Month 15.2%
6 Month 44.1%
1 Year 103.2%
3 Year 6.1%
5 Year 16.8%
10 Year
15 Year
Since launch 14%
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 Setalvad25 Jun 146.77 Yr.
Anand Laddha21 Oct 200.44 Yr.

Data below for HDFC Small Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials21.59%
Technology15.93%
Consumer Cyclical14.67%
Basic Materials13.42%
Health Care9.45%
Financial Services6.11%
Utility5.92%
Consumer Defensive4.78%
Communication Services2.51%
Asset Allocation
Asset ClassValue
Cash5.62%
Equity94.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 19 | 500031
6%₹594 Cr6,198,301
↓ -599,640
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | 532809
5%₹516 Cr51,761,038
↓ -249,962
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
4%₹425 Cr8,892,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Oct 19 | PERSISTENT
4%₹364 Cr2,200,000
↓ -260,000
Chambal Fertilisers & Chemicals Ltd Shs Dematerialised (Basic Materials)
Equity, Since 28 Feb 18 | 500085
3%₹335 Cr13,697,228
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
3%₹317 Cr11,793,818
KEC International Ltd (Industrials)
Equity, Since 30 Sep 18 | 532714
3%₹262 Cr6,080,124
Procter & Gamble Health Ltd Shs Dematerialised (Healthcare)
Equity, Since 31 Dec 17 | 500126
2%₹237 Cr353,564
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 540975
2%₹218 Cr15,192,159
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 31 Mar 20 | 532509
2%₹207 Cr7,232,333

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 16.4% 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 (09 Apr 21) ₹82.008 ↑ 0.34   (0.41 %)
Net Assets (Cr) ₹6,347 on 28 Feb 21
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio 0.95
Information Ratio 0.15
Alpha Ratio -5.06
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
31 Mar 16₹10,000
31 Mar 17₹14,154
31 Mar 18₹15,308
31 Mar 19₹13,739
31 Mar 20₹9,551
31 Mar 21₹19,329

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 9 Apr 21

DurationReturns
1 Month 2.3%
3 Month 10.4%
6 Month 35.6%
1 Year 98.5%
3 Year 7.6%
5 Year 14.8%
10 Year
15 Year
Since launch 16.4%
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 1010.78 Yr.
Jay Kothari1 Mar 138.09 Yr.
Resham Jain16 Mar 183.04 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 28 Feb 21

Equity Sector Allocation
SectorValue
Consumer Cyclical34.44%
Basic Materials25.63%
Industrials12.16%
Financial Services7.74%
Health Care6.79%
Consumer Defensive4.22%
Technology3.43%
Communication Services1.04%
Asset Allocation
Asset ClassValue
Cash4.46%
Equity95.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹284 Cr433,042
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
4%₹234 Cr1,230,588
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
4%₹229 Cr2,119,168
↓ -442,982
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
4%₹228 Cr1,256,679
↑ 1,371
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
4%₹226 Cr1,222,310
↑ 45,005
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 532509
3%₹213 Cr7,442,427
Chambal Fertilisers & Chemicals Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Jul 14 | 500085
3%₹191 Cr7,832,275
↑ 189,872
Manappuram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | 531213
3%₹188 Cr10,693,574
↑ 505,319
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹173 Cr1,614,441
↓ -306,297
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
2%₹154 Cr761,000

7. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% 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 (09 Apr 21) ₹68.5419 ↑ 0.09   (0.13 %)
Net Assets (Cr) ₹6,360 on 28 Feb 21
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 0.89
Information Ratio 0.18
Alpha Ratio -3.19
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
31 Mar 16₹10,000
31 Mar 17₹13,530
31 Mar 18₹15,416
31 Mar 19₹14,412
31 Mar 20₹8,839
31 Mar 21₹17,678

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 9 Apr 21

DurationReturns
1 Month 0.2%
3 Month 10.5%
6 Month 42.9%
1 Year 92.1%
3 Year 4.1%
5 Year 12.2%
10 Year
15 Year
Since launch 13.5%
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 0714.01 Yr.
Hari Shyamsunder2 May 164.92 Yr.
Mayank Bukrediwala24 Aug 200.6 Yr.

Data below for Franklin India Smaller Companies Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials27.19%
Financial Services15.25%
Consumer Cyclical12.95%
Basic Materials12.12%
Health Care6.79%
Real Estate5.48%
Consumer Defensive5.34%
Communication Services5.31%
Energy2.4%
Technology2.15%
Asset Allocation
Asset ClassValue
Cash5.01%
Equity94.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
7%₹444 Cr3,242,967
↓ -65,372
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹224 Cr7,737,595
Quess Corp Ltd (Industrials)
Equity, Since 31 Jan 20 | 539978
3%₹181 Cr2,410,139
↓ -50,000
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹177 Cr2,709,141
↓ -287,219
Finolex Cables Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
3%₹161 Cr4,112,021
Nesco Ltd (Industrials)
Equity, Since 31 Dec 13 | 505355
2%₹157 Cr2,647,305
↓ -25,000
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
2%₹153 Cr10,263,765
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 18 | HINDPETRO
2%₹152 Cr6,289,744
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
2%₹151 Cr1,346,988
↓ -89,599
Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
2%₹149 Cr1,708,713

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 13.5% 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 (09 Apr 21) ₹58.953 ↑ 0.20   (0.34 %)
Net Assets (Cr) ₹10,431 on 28 Feb 21
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 0.92
Information Ratio 0.88
Alpha Ratio -0.47
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
31 Mar 16₹10,000
31 Mar 17₹13,956
31 Mar 18₹15,491
31 Mar 19₹15,456
31 Mar 20₹11,735
31 Mar 21₹22,798

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 ₹481,656.
Net Profit of ₹181,656
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 9 Apr 21

DurationReturns
1 Month 2.3%
3 Month 12.9%
6 Month 42.9%
1 Year 90.9%
3 Year 13.2%
5 Year 18.3%
10 Year
15 Year
Since launch 13.5%
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 1010.78 Yr.

Data below for Kotak Emerging Equity Scheme as on 28 Feb 21

Equity Sector Allocation
SectorValue
Basic Materials25.15%
Consumer Cyclical20.63%
Industrials20.33%
Financial Services14.49%
Health Care6.99%
Consumer Defensive3.67%
Technology3.36%
Real Estate2.2%
Utility1.41%
Energy0.26%
Communication Services0.12%
Asset Allocation
Asset ClassValue
Cash1.4%
Equity98.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
6%₹630 Cr3,107,125
↓ -45,607
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
4%₹405 Cr4,180,461
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
4%₹375 Cr4,863,024
↑ 207,084
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹344 Cr663,365
↑ 7,843
Thermax Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹341 Cr2,512,085
↑ 34,963
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
3%₹320 Cr1,575,737
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹295 Cr1,353,130
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Dec 16 | 500233
3%₹285 Cr3,012,497
↓ -223,809
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 540611
3%₹263 Cr2,330,237
↑ 38,969
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹262 Cr1,581,348
↑ 92,116

9. L&T Midcap Fund

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

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.9% 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 (09 Apr 21) ₹178.23 ↑ 0.35   (0.20 %)
Net Assets (Cr) ₹6,287 on 28 Feb 21
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio 0.75
Information Ratio -0.16
Alpha Ratio -6.39
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
31 Mar 16₹10,000
31 Mar 17₹14,154
31 Mar 18₹16,800
31 Mar 19₹16,376
31 Mar 20₹11,909
31 Mar 21₹21,185

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 ₹458,689.
Net Profit of ₹158,689
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 9 Apr 21

DurationReturns
1 Month 2.7%
3 Month 8.4%
6 Month 30.2%
1 Year 71.6%
3 Year 7.4%
5 Year 16.4%
10 Year
15 Year
Since launch 18.9%
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 191.29 Yr.
Vihang Naik28 Jun 164.76 Yr.

Data below for L&T Midcap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Basic Materials22.72%
Financial Services16.51%
Health Care14.85%
Industrials12.57%
Consumer Cyclical9.96%
Technology8.29%
Consumer Defensive5.52%
Real Estate4.13%
Communication Services2.61%
Utility1.15%
Energy0.48%
Asset Allocation
Asset ClassValue
Cash1.21%
Equity98.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mphasis Ltd (Technology)
Equity, Since 30 Apr 16 | 526299
5%₹289 Cr1,755,600
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
4%₹281 Cr6,167,914
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 May 13 | 506285
3%₹213 Cr414,377
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | SUNDARMFIN
3%₹200 Cr754,941
Syngene International Ltd (Healthcare)
Equity, Since 31 May 19 | 539268
3%₹196 Cr3,511,800
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
3%₹192 Cr1,037,300
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | 520111
3%₹186 Cr979,319
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
3%₹179 Cr1,164,800
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
3%₹171 Cr1,769,142
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 16 | 509930
3%₹168 Cr829,655

10. 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 24.3% 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 (09 Apr 21) ₹584.929 ↓ -1.98   (-0.34 %)
Net Assets (Cr) ₹6,230 on 28 Feb 21
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.62
Information Ratio -0.5
Alpha Ratio -12.29
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
31 Mar 16₹10,000
31 Mar 17₹13,569
31 Mar 18₹15,160
31 Mar 19₹14,343
31 Mar 20₹10,040
31 Mar 21₹17,549

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 ₹415,684.
Net Profit of ₹115,684
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 9 Apr 21

DurationReturns
1 Month -1.3%
3 Month 7.8%
6 Month 35.3%
1 Year 70.2%
3 Year 4.2%
5 Year 12.3%
10 Year
15 Year
Since launch 24.3%
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 210.1 Yr.
Ratish Varier24 Feb 210.1 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Consumer Cyclical21.21%
Financial Services19.92%
Industrials18.6%
Basic Materials13.47%
Technology8.38%
Health Care7.74%
Consumer Defensive4.9%
Communication Services2.34%
Utility1.7%
Real Estate0.75%
Asset Allocation
Asset ClassValue
Cash0.99%
Equity99.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
4%₹224 Cr2,311,855
↓ -142,573
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
4%₹223 Cr630,000
↓ -44,981
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹180 Cr590,000
↓ -10,000
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 500271
3%₹176 Cr2,027,701
Cummins India Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹171 Cr2,175,000
↓ -74,713
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
3%₹167 Cr3,220,000
↓ -2,049
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹162 Cr670,000
↓ -15,977
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹158 Cr18,952,752
Quess Corp Ltd (Industrials)
Equity, Since 30 Nov 17 | 539978
2%₹145 Cr1,934,541
↓ -21,275
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 29 Feb 20 | VOLTAS
2%₹141 Cr1,386,681
↓ -71,689

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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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