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Fincash » Mutual Funds » Best Small & Mid Cap Funds

Best Mid & Small Cap Equity Mutual Funds 2023

Updated on February 5, 2023 , 2481 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 2023

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
SBI Small Cap Fund Growth ₹111.278
↑ 0.38
₹15,348-3.83.64.224.613.58.1
L&T Emerging Businesses Fund Growth ₹47.5779
↑ 0.04
₹8,697-0.45.72.226.111.61
Aditya Birla Sun Life Small Cap Fund Growth ₹51.2673
↓ -0.08
₹2,979-3.31.2-6.616.44.4-6.5
Nippon India Small Cap Fund Growth ₹91.6118
↑ 0.25
₹23,701-1.66.35.530.115.26.5
HDFC Small Cap Fund Growth ₹79.66
↑ 0.09
₹14,6491.110.35.225.512.24.6
Kotak Emerging Equity Scheme Growth ₹75.118
↓ -0.06
₹23,335-3.31.34.819.613.95.1
Sundaram Mid Cap Fund Growth ₹730.348
↑ 1.88
₹7,320-3.91.14.413.37.64.8
Franklin India Smaller Companies Fund Growth ₹95.2395
↑ 0.16
₹7,288-1.37.53.322.39.83.6
L&T Midcap Fund Growth ₹204.893
↓ -0.53
₹7,444-2.50.11.813.17.51.1
DSP BlackRock Small Cap Fund  Growth ₹111.266
↓ -0.44
₹9,161-2.60.8-2.124.511.10.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Feb 23

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 19.7% since its launch.  Ranked 4 in Small Cap category.  Return for 2022 was 8.1% , 2021 was 47.6% and 2020 was 33.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (07 Feb 23) ₹111.278 ↑ 0.38   (0.34 %)
Net Assets (Cr) ₹15,348 on 31 Dec 22
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.27
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹7,819
31 Jan 20₹9,288
31 Jan 21₹11,578
31 Jan 22₹16,945
31 Jan 23₹18,101

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 ₹426,080.
Net Profit of ₹126,080
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 7 Feb 23

DurationReturns
1 Month -1.1%
3 Month -3.8%
6 Month 3.6%
1 Year 4.2%
3 Year 24.6%
5 Year 13.5%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 8.1%
2021 47.6%
2020 33.6%
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 139.13 Yr.
Mohit Jain25 Aug 220.35 Yr.

Data below for SBI Small Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials34.19%
Consumer Cyclical22.04%
Basic Materials11.65%
Financial Services5.37%
Consumer Defensive4.48%
Health Care2.72%
Communication Services2.06%
Real Estate0.67%
Utility0.14%
Asset Allocation
Asset ClassValue
Cash16.54%
Equity83.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹564 Cr4,700,000
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
3%₹468 Cr3,500,000
↓ -25,082
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | VGUARD
3%₹444 Cr17,000,000
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹438 Cr23,395,569
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
3%₹432 Cr4,939,842
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
3%₹428 Cr50,000,000
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | ELGIEQUIP
3%₹420 Cr10,000,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | SFL
3%₹408 Cr3,140,000
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | FINEORG
3%₹402 Cr700,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | TRITURBINE
3%₹402 Cr15,435,443

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 19.5% since its launch.  Ranked 2 in Small Cap category.  Return for 2022 was 1% , 2021 was 77.4% and 2020 was 15.5% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (07 Feb 23) ₹47.5779 ↑ 0.04   (0.07 %)
Net Assets (Cr) ₹8,697 on 31 Dec 22
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.87
Sharpe Ratio -0.16
Information Ratio 0.2
Alpha Ratio 1.83
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 Jan 18₹10,000
31 Jan 19₹8,359
31 Jan 20₹8,371
31 Jan 21₹9,303
31 Jan 22₹16,477
31 Jan 23₹16,709

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 ₹405,518.
Net Profit of ₹105,518
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 7 Feb 23

DurationReturns
1 Month 0.7%
3 Month -0.4%
6 Month 5.7%
1 Year 2.2%
3 Year 26.1%
5 Year 11.6%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 193.04 Yr.
Vihang Naik17 Dec 193.04 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials33.99%
Basic Materials17.39%
Consumer Cyclical16.06%
Financial Services8.99%
Technology6.89%
Real Estate5.69%
Consumer Defensive5.04%
Health Care2.69%
Energy1.16%
Communication Services0.08%
Asset Allocation
Asset ClassValue
Cash2.04%
Equity97.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
3%₹263 Cr5,081,639
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | RHIM
3%₹253 Cr3,018,479
JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 31 Oct 20 | JKLAKSHMI
3%₹232 Cr2,845,600
↑ 111,765
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | CUB
3%₹218 Cr12,108,492
E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | EIDPARRY
2%₹216 Cr3,804,620
Indian Bank (Financial Services)
Equity, Since 31 Jan 22 | INDIANB
2%₹216 Cr7,556,600
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
2%₹212 Cr1,184,900
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | GRINDWELL
2%₹201 Cr1,127,322
↓ -100,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | CARBORUNIV
2%₹197 Cr2,249,700
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹195 Cr1,329,400

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 10.9% since its launch.  Ranked 1 in Small Cap category.  Return for 2022 was -6.5% , 2021 was 51.4% and 2020 was 19.8% .

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 (07 Feb 23) ₹51.2673 ↓ -0.08   (-0.15 %)
Net Assets (Cr) ₹2,979 on 31 Dec 22
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio -0.63
Information Ratio 0
Alpha Ratio 0
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 Jan 18₹10,000
31 Jan 19₹7,463
31 Jan 20₹7,458
31 Jan 21₹8,443
31 Jan 22₹12,680
31 Jan 23₹11,914

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 ₹340,450.
Net Profit of ₹40,450
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 7 Feb 23

DurationReturns
1 Month -1.1%
3 Month -3.3%
6 Month 1.2%
1 Year -6.6%
3 Year 16.4%
5 Year 4.4%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -6.5%
2021 51.4%
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
2013 4.8%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Vishal Gajwani1 Apr 220.75 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials21.53%
Consumer Cyclical21.49%
Financial Services14.72%
Basic Materials11.17%
Consumer Defensive8.89%
Technology7.09%
Health Care5.76%
Communication Services2.97%
Real Estate2.8%
Utility0.15%
Asset Allocation
Asset ClassValue
Cash3.08%
Equity96.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
4%₹104 Cr357,065
↓ -25,520
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL
3%₹76 Cr1,431,021
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
3%₹75 Cr223,165
Go Fashion (India) Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543401
2%₹66 Cr552,971
↑ 260,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | AXISBANK
2%₹65 Cr693,565
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | CRAFTSMAN
2%₹60 Cr172,216
↓ -2,675
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | ENDURANCE
2%₹59 Cr430,016
↓ -21,124
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG
2%₹59 Cr1,072,811
Campus Activewear Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 543523
2%₹56 Cr1,342,965
↑ 88,378
VIP Industries Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | VIPIND
2%₹54 Cr812,526
↓ -80,000

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 19.6% since its launch.  Ranked 6 in Small Cap category.  Return for 2022 was 6.5% , 2021 was 74.3% and 2020 was 29.2% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (07 Feb 23) ₹91.6118 ↑ 0.25   (0.27 %)
Net Assets (Cr) ₹23,701 on 31 Dec 22
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.17
Information Ratio 1.43
Alpha Ratio 7.6
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 Jan 18₹10,000
31 Jan 19₹8,121
31 Jan 20₹8,857
31 Jan 21₹10,750
31 Jan 22₹18,551
31 Jan 23₹19,678

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 ₹447,579.
Net Profit of ₹147,579
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 7 Feb 23

DurationReturns
1 Month -1%
3 Month -1.6%
6 Month 6.3%
1 Year 5.5%
3 Year 30.1%
5 Year 15.2%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 176 Yr.
Kinjal Desai25 May 184.61 Yr.
Akshay Sharma1 Dec 220.08 Yr.

Data below for Nippon India Small Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials24.72%
Consumer Cyclical16.35%
Financial Services15.74%
Basic Materials15.66%
Consumer Defensive7.99%
Technology6.8%
Health Care5.02%
Communication Services1.37%
Energy0.59%
Real Estate0.49%
Utility0.37%
Asset Allocation
Asset ClassValue
Cash3.54%
Equity96.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
4%₹907 Cr3,267,559
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | BANKBARODA
2%₹465 Cr25,045,248
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹440 Cr2,700,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹383 Cr5,444,917
↓ -110,000
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | BAJAJELEC
2%₹372 Cr3,062,071
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN
2%₹369 Cr9,291,212
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | FINEORG
1%₹348 Cr605,377
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹335 Cr5,466,500
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹333 Cr5,763,697
Timken India Ltd (Industrials)
Equity, Since 28 Feb 18 | TIMKEN
1%₹331 Cr1,067,270

5. HDFC Small Cap Fund

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

HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 9 in Small Cap category.  Return for 2022 was 4.6% , 2021 was 64.9% and 2020 was 20.2% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (07 Feb 23) ₹79.66 ↑ 0.09   (0.11 %)
Net Assets (Cr) ₹14,649 on 31 Dec 22
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.06
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,086
31 Jan 20₹8,793
31 Jan 21₹10,147
31 Jan 22₹16,511
31 Jan 23₹17,299

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 ₹415,684.
Net Profit of ₹115,684
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 7 Feb 23

DurationReturns
1 Month -0.1%
3 Month 1.1%
6 Month 10.3%
1 Year 5.2%
3 Year 25.5%
5 Year 12.2%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.6%
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
2013 7.5%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 148.52 Yr.
Priya Ranjan1 May 220.67 Yr.

Data below for HDFC Small Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials26.19%
Consumer Cyclical21.17%
Financial Services14.1%
Technology11.77%
Basic Materials9.83%
Health Care4.76%
Consumer Defensive3.58%
Communication Services2.32%
Asset Allocation
Asset ClassValue
Cash6.18%
Equity93.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
5%₹669 Cr5,512,922
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA
5%₹669 Cr36,000,000
↓ -3,659,883
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
4%₹614 Cr10,898,216
↑ 8,882
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
3%₹481 Cr47,000,000
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
3%₹447 Cr6,668,480
IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC
3%₹411 Cr50,571,544
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 540975
3%₹382 Cr16,530,886
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹377 Cr2,948,743
↑ 40,000
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
2%₹339 Cr11,772,819
Kirloskar Ferrous Industries Ltd (Industrials)
Equity, Since 30 Apr 18 | KIRLFER
2%₹316 Cr8,928,840

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 13.6% since its launch.  Ranked 12 in Mid Cap category.  Return for 2022 was 5.1% , 2021 was 47.3% and 2020 was 21.9% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (07 Feb 23) ₹75.118 ↓ -0.06   (-0.08 %)
Net Assets (Cr) ₹23,335 on 31 Dec 22
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.08
Information Ratio -0.23
Alpha Ratio 0.87
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 Jan 18₹10,000
31 Jan 19₹8,749
31 Jan 20₹10,598
31 Jan 21₹12,266
31 Jan 22₹17,651
31 Jan 23₹18,304

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 ₹426,080.
Net Profit of ₹126,080
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 7 Feb 23

DurationReturns
1 Month -1.4%
3 Month -3.3%
6 Month 1.3%
1 Year 4.8%
3 Year 19.6%
5 Year 13.9%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.1%
2021 47.3%
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1012.54 Yr.
Arjun Khanna30 Apr 220.67 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials22.24%
Basic Materials21.78%
Consumer Cyclical20.63%
Financial Services12.4%
Health Care6.68%
Technology3.05%
Real Estate2.44%
Consumer Defensive2.15%
Utility0.78%
Energy0.66%
Asset Allocation
Asset ClassValue
Cash7.2%
Equity92.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | SUPREMEIND
4%₹987 Cr4,026,921
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
4%₹896 Cr3,263,523
↑ 35,241
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
4%₹836 Cr1,907,191
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | CUMMINSIND
3%₹810 Cr5,868,864
↓ -82,895
SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
3%₹738 Cr1,640,148
↑ 2,512
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹718 Cr2,100,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹711 Cr1,837,779
↑ 32,522
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Dec 16 | KAJARIACER
3%₹621 Cr5,354,508
↑ 235,144
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹604 Cr3,066,715
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹603 Cr730,546
↑ 28,248

7. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 23.3% since its launch.  Ranked 13 in Mid Cap category.  Return for 2022 was 4.8% , 2021 was 37.5% and 2020 was 11.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (07 Feb 23) ₹730.348 ↑ 1.88   (0.26 %)
Net Assets (Cr) ₹7,320 on 31 Dec 22
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.07
Information Ratio -1.38
Alpha Ratio 0.66
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
31 Jan 18₹10,000
31 Jan 19₹8,376
31 Jan 20₹9,232
31 Jan 21₹9,838
31 Jan 22₹13,310
31 Jan 23₹13,735

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 ₹367,070.
Net Profit of ₹67,070
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 7 Feb 23

DurationReturns
1 Month -1%
3 Month -3.9%
6 Month 1.1%
1 Year 4.4%
3 Year 13.3%
5 Year 7.6%
10 Year
15 Year
Since launch 23.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 211.85 Yr.
Ratish Varier24 Feb 211.85 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services24.3%
Consumer Cyclical23.13%
Industrials13.78%
Basic Materials11.9%
Health Care8%
Consumer Defensive5.8%
Technology4.28%
Utility2.4%
Communication Services1.49%
Real Estate1.44%
Energy0.31%
Asset Allocation
Asset ClassValue
Cash3.14%
Equity96.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹272 Cr19,588,756
↑ 150,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹249 Cr907,924
↑ 406
Bank of Baroda (Financial Services)
Equity, Since 31 Dec 20 | BANKBARODA
3%₹219 Cr11,805,426
↓ -476,261
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | AXISBANK
3%₹209 Cr2,241,363
↓ -210,365
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
3%₹204 Cr1,478,462
↓ -20,951
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹189 Cr1,428,889
↓ -395,934
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | TRENT
2%₹177 Cr1,309,472
↓ -51,642
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON
2%₹173 Cr5,140,621
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL
2%₹169 Cr16,901,432
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | AUBANK
2%₹169 Cr2,577,077

8. Franklin India Smaller Companies Fund

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

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Ranked 11 in Small Cap category.  Return for 2022 was 3.6% , 2021 was 56.4% and 2020 was 18.7% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (07 Feb 23) ₹95.2395 ↑ 0.16   (0.17 %)
Net Assets (Cr) ₹7,288 on 31 Dec 22
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio -0.01
Information Ratio -0.28
Alpha Ratio 4.29
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 Jan 18₹10,000
31 Jan 19₹8,258
31 Jan 20₹8,405
31 Jan 21₹9,646
31 Jan 22₹14,690
31 Jan 23₹15,223

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 ₹385,859.
Net Profit of ₹85,859
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 7 Feb 23

DurationReturns
1 Month -0.1%
3 Month -1.3%
6 Month 7.5%
1 Year 3.3%
3 Year 22.3%
5 Year 9.8%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0715.76 Yr.
Sandeep Manam18 Oct 211.21 Yr.
Akhil Kalluri8 Sep 220.32 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Industrials24.66%
Financial Services19.26%
Consumer Cyclical16.13%
Basic Materials9.96%
Consumer Defensive6.39%
Health Care6.09%
Real Estate5.82%
Technology3.47%
Communication Services2.54%
Energy1.38%
Asset Allocation
Asset ClassValue
Cash3.82%
Equity96.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE
4%₹316 Cr6,800,570
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
4%₹276 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | KARURVYSYA
3%₹220 Cr19,398,917
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹216 Cr1,111,988
↓ -50,000
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | EQUITAS
3%₹215 Cr17,172,603
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹201 Cr2,259,945
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | JYOTHYLAB
3%₹201 Cr9,811,573
↓ -2,192
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
3%₹194 Cr3,670,319
↓ -70,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 19 | TIINDIA
3%₹185 Cr665,416
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
2%₹177 Cr1,473,713

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 17.7% since its launch.  Ranked 5 in Mid Cap category.  Return for 2022 was 1.1% , 2021 was 30.4% and 2020 was 19% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (07 Feb 23) ₹204.893 ↓ -0.53   (-0.26 %)
Net Assets (Cr) ₹7,444 on 31 Dec 22
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.86
Sharpe Ratio -0.22
Information Ratio -1.42
Alpha Ratio -3.32
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 Jan 18₹10,000
31 Jan 19₹8,560
31 Jan 20₹9,368
31 Jan 21₹10,444
31 Jan 22₹13,660
31 Jan 23₹13,822

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 ₹367,070.
Net Profit of ₹67,070
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 7 Feb 23

DurationReturns
1 Month -1.4%
3 Month -2.5%
6 Month 0.1%
1 Year 1.8%
3 Year 13.1%
5 Year 7.5%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1.1%
2021 30.4%
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Vihang Naik28 Jun 166.51 Yr.
Cheenu Gupta25 Nov 220.1 Yr.

Data below for L&T Midcap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services18.5%
Industrials15.52%
Consumer Cyclical15.28%
Basic Materials15.01%
Health Care12.99%
Consumer Defensive5.29%
Technology4.72%
Utility2.25%
Real Estate1.95%
Communication Services1.66%
Energy0.78%
Asset Allocation
Asset ClassValue
Cash5.97%
Equity94.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | EMAMILTD
3%₹215 Cr5,066,967
↓ -658,090
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RATNAMANI
3%₹208 Cr1,063,861
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | ABBOTINDIA
2%₹172 Cr80,700
Blue Dart Express Ltd (Industrials)
Equity, Since 31 Dec 17 | BLUEDART
2%₹172 Cr223,701
↓ -30,000
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | SUNDARMFIN
2%₹171 Cr743,568
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
2%₹167 Cr1,975,600
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | BOSCHLTD
2%₹157 Cr90,899
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | CUMMINSIND
2%₹156 Cr1,128,100
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | INDIANB
2%₹151 Cr5,281,200
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | INDHOTEL
2%₹149 Cr4,668,200
↓ -606,400

10. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

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

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.6% since its launch.  Ranked 7 in Small Cap category.  Return for 2022 was 0.5% , 2021 was 58.9% and 2020 was 33.1% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (07 Feb 23) ₹111.266 ↓ -0.44   (-0.40 %)
Net Assets (Cr) ₹9,161 on 31 Dec 22
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio -0.18
Information Ratio 0
Alpha Ratio 0
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 Jan 18₹10,000
31 Jan 19₹7,574
31 Jan 20₹8,462
31 Jan 21₹10,365
31 Jan 22₹16,612
31 Jan 23₹16,490

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 ₹405,518.
Net Profit of ₹105,518
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 7 Feb 23

DurationReturns
1 Month -1.9%
3 Month -2.6%
6 Month 0.8%
1 Year -2.1%
3 Year 24.5%
5 Year 11.1%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.5%
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1012.54 Yr.
Jay Kothari1 Mar 139.84 Yr.
Resham Jain16 Mar 184.8 Yr.
Abhishek Ghosh1 Sep 220.33 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Dec 22

Equity Sector Allocation
SectorValue
Consumer Cyclical34.17%
Basic Materials21.73%
Industrials12.38%
Consumer Defensive8.35%
Health Care7.87%
Financial Services6.53%
Technology2.44%
Communication Services2.09%
Asset Allocation
Asset ClassValue
Cash4.45%
Equity95.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | TRIVENI
3%₹308 Cr10,918,004
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹306 Cr9,285,916
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
3%₹305 Cr3,765,103
↑ 165,716
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
3%₹300 Cr1,535,809
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | CHAMBLFERT
3%₹269 Cr8,684,412
↑ 184,144
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
3%₹258 Cr312,546
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL
3%₹243 Cr1,289,228
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | KPRMILL
3%₹237 Cr4,594,316
La Opala RG Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | LAOPALA
2%₹219 Cr5,728,747
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
2%₹211 Cr2,496,780

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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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