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Fincash » Mutual Funds » Best Small & Mid Cap Funds

Best Mid & Small Cap Equity Mutual Funds 2020

Updated on January 26, 2020 , 698 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 2020

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
SBI Small Cap Fund Growth ₹57.3773
↑ 0.11
₹3,1569.817.420.114.913.66.1
L&T Emerging Businesses Fund Growth ₹23.974
↓ -0.14
₹5,9417.48.32.68.310.5-8.1
Aditya Birla Sun Life Small Cap Fund Growth ₹32.9488
↓ -0.09
₹2,255106.42.426.3-11.5
Kotak Emerging Equity Scheme Growth ₹43.578
↓ -0.10
₹5,88814.118.923.211.110.98.9
DSP BlackRock Small Cap Fund  Growth ₹58.097
↑ 0.10
₹4,91813.81614.33.18.80.7
Sundaram Mid Cap Fund Growth ₹491.31
↓ -1.92
₹5,90111.114.312.85.68-0.3
L&T Midcap Fund Growth ₹141.06
↓ -0.49
₹5,9929.614.312.39.610.2-0.2
Nippon India Small Cap Fund Growth ₹41.5655
↓ -0.05
₹8,52511.214.411.69.610.4-2.5
Franklin India Smaller Companies Fund Growth ₹52.3363
↓ -0.09
₹6,929873.23.36.4-5
HDFC Small Cap Fund Growth ₹40.749
↓ -0.11
₹9,2325.54.30.39.99.1-9.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 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 18.3% 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 (28 Jan 20) ₹57.3773 ↑ 0.11   (0.19 %)
Net Assets (Cr) ₹3,156 on 31 Dec 19
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.24
Information Ratio 1.34
Alpha Ratio 10.09
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 Dec 14₹10,000
31 Dec 15₹12,056
31 Dec 16₹12,212
31 Dec 17₹21,818
31 Dec 18₹17,537
31 Dec 19₹18,606

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 28 Jan 20

DurationReturns
1 Month 7.4%
3 Month 9.8%
6 Month 17.4%
1 Year 20.1%
3 Year 14.9%
5 Year 13.6%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.1%
2017 -19.6%
2016 78.7%
2015 1.3%
2014 20.6%
2013 110.7%
2012 7.8%
2011 31.9%
2010 -24.3%
2009 19%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 136.13 Yr.

Data below for SBI Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials26.06%
Consumer Cyclical21.63%
Basic Materials11.35%
Consumer Defensive11.02%
Financial Services7.56%
Technology4.11%
Health Care2.35%
Utility2.15%
Energy1.17%
Real Estate0.72%
Communication Services0.14%
Asset Allocation
Asset ClassValue
Cash7.24%
Equity92.3%
Other0.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
6%₹204 Cr
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Aug 18 | 540699
5%₹143 Cr377,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
4%₹128 Cr352,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
4%₹126 Cr1,077,439
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
4%₹123 Cr2,100,000
↑ 119,785
CSB Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Dec 19 | 542867
4%₹119 Cr5,500,000
↑ 5,500,000
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 30 Nov 13 | 530517
4%₹111 Cr1,800,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
4%₹111 Cr2,300,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹109 Cr1,300,000
↑ 200,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹94 Cr10,000,000
↑ 1,000,000

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 16.5% 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 (28 Jan 20) ₹23.974 ↓ -0.14   (-0.57 %)
Net Assets (Cr) ₹5,941 on 31 Dec 19
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.71
Information Ratio 0.8
Alpha Ratio -4.4
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 Dec 14₹10,000
31 Dec 15₹11,232
31 Dec 16₹12,379
31 Dec 17₹20,611
31 Dec 18₹17,783
31 Dec 19₹16,334

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 ₹395,578.
Net Profit of ₹95,578
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 28 Jan 20

DurationReturns
1 Month 5.8%
3 Month 7.4%
6 Month 8.3%
1 Year 2.6%
3 Year 8.3%
5 Year 10.5%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.1%
2017 -13.7%
2016 66.5%
2015 10.2%
2014 12.3%
2013
2012
2011
2010
2009
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 190 Yr.
Vihang Naik17 Dec 190 Yr.
Alok Ranjan1 Oct 190.17 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials28.57%
Consumer Cyclical18.75%
Basic Materials11.04%
Financial Services8.31%
Consumer Defensive6.59%
Real Estate5.02%
Health Care4.68%
Technology3.57%
Utility3.15%
Energy0.73%
Asset Allocation
Asset ClassValue
Cash11.45%
Equity88.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
10%₹590 Cr
VST Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | 509966
4%₹221 Cr524,033
↑ 311
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Aug 18 | MGL
3%₹187 Cr1,758,670
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500674
3%₹158 Cr225,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
3%₹152 Cr2,255,176
BEML Ltd (Industrials)
Equity, Since 30 Nov 18 | 500048
2%₹144 Cr1,462,299
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
2%₹140 Cr2,319,448
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
2%₹139 Cr2,110,735
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 500038
2%₹127 Cr6,915,005
↑ 871,305
Abbott India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500488
2%₹120 Cr92,000
↓ -6,265

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 9.9% 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 (28 Jan 20) ₹32.9488 ↓ -0.09   (-0.28 %)
Net Assets (Cr) ₹2,255 on 31 Dec 19
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio -0.68
Information Ratio 0.13
Alpha Ratio -3.47
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 Dec 14₹10,000
31 Dec 15₹11,343
31 Dec 16₹12,438
31 Dec 17₹19,491
31 Dec 18₹15,077
31 Dec 19₹13,337

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 ₹357,992.
Net Profit of ₹57,992
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 28 Jan 20

DurationReturns
1 Month 8.6%
3 Month 10%
6 Month 6.4%
1 Year 2.4%
3 Year 2%
5 Year 6.3%
10 Year
15 Year
Since launch 9.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.5%
2017 -22.6%
2016 56.7%
2015 9.7%
2014 13.4%
2013 66.3%
2012 4.8%
2011 31.9%
2010 -23.3%
2009 19.2%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Jayesh Gandhi15 Dec 145.05 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials24.26%
Financial Services20.31%
Basic Materials14.72%
Consumer Cyclical12.93%
Health Care5.95%
Communication Services5.36%
Utility4.83%
Technology3.97%
Consumer Defensive3.08%
Energy0.87%
Asset Allocation
Asset ClassValue
Cash4.64%
Equity95.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Net Receivables / (Payables)
Net Current Assets | -
4%₹82 Cr
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
4%₹81 Cr2,400,000
KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 532714
3%₹78 Cr2,750,000
↑ 50,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
3%₹74 Cr1,500,000
↑ 50,000
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Aug 16 | 532706
3%₹74 Cr2,050,000
↑ 50,000
DCB Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 532772
3%₹72 Cr3,967,000
↑ 137,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | FEDERALBNK
3%₹60 Cr6,800,000
↑ 800,000
TeamLease Services Ltd (Industrials)
Equity, Since 30 Sep 19 | TEAMLEASE
2%₹56 Cr225,000
↑ 60,000
PNC Infratech Ltd (Industrials)
Equity, Since 31 May 15 | PNCINFRA
2%₹56 Cr2,861,396
↓ -508,604
Tata Metaliks Ltd (Basic Materials)
Equity, Since 28 Feb 17 | 513434
2%₹55 Cr900,000
↑ 623

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 12.2% 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 (28 Jan 20) ₹43.578 ↓ -0.10   (-0.22 %)
Net Assets (Cr) ₹5,888 on 31 Dec 19
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.42
Information Ratio 0
Alpha Ratio 0
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 Dec 14₹10,000
31 Dec 15₹10,842
31 Dec 16₹11,965
31 Dec 17₹17,110
31 Dec 18₹15,105
31 Dec 19₹16,443

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 ₹395,578.
Net Profit of ₹95,578
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 28 Jan 20

DurationReturns
1 Month 8.4%
3 Month 14.1%
6 Month 18.9%
1 Year 23.2%
3 Year 11.1%
5 Year 10.9%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 8.9%
2017 -11.7%
2016 43%
2015 10.4%
2014 8.4%
2013 87.3%
2012 -5.1%
2011 48%
2010 -26.6%
2009 21.2%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 109.45 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials23.58%
Financial Services18.91%
Industrials18.45%
Consumer Cyclical17.6%
Health Care7.07%
Consumer Defensive4.43%
Utility2.29%
Real Estate1.28%
Energy1.16%
Technology0.96%
Communication Services0.47%
Asset Allocation
Asset ClassValue
Cash3.42%
Equity96.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
4%₹209 Cr1,409,874
↑ 50,000
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
4%₹202 Cr1,768,018
↑ 82,569
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹189 Cr3,982,771
↑ 180,541
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
3%₹188 Cr2,348,274
↑ 17,167
Triparty Repo
CBLO/Reverse Repo | -
3%₹185 Cr
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹173 Cr397,984
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 540611
3%₹173 Cr2,094,935
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹165 Cr408,689
↑ 4,456
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹148 Cr1,440,774
↑ 162,639
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 May 18 | 500800
2%₹135 Cr4,168,761
↑ 200,000

5. 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 15% 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 (28 Jan 20) ₹58.097 ↑ 0.10   (0.17 %)
Net Assets (Cr) ₹4,918 on 31 Dec 19
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio -0.06
Information Ratio -0.55
Alpha Ratio 6.67
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 Dec 14₹10,000
31 Dec 15₹12,037
31 Dec 16₹13,571
31 Dec 17₹19,376
31 Dec 18₹14,444
31 Dec 19₹14,552

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 ₹376,357.
Net Profit of ₹76,357
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 28 Jan 20

DurationReturns
1 Month 10.2%
3 Month 13.8%
6 Month 16%
1 Year 14.3%
3 Year 3.1%
5 Year 8.8%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2018 0.7%
2017 -25.5%
2016 42.8%
2015 12.7%
2014 20.4%
2013 101.8%
2012 3.8%
2011 40.5%
2010 -27.2%
2009 43.9%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 109.53 Yr.
Jay Kothari1 Mar 136.84 Yr.
Resham Jain16 Mar 181.79 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials26.73%
Consumer Cyclical26.35%
Industrials14.14%
Health Care8.72%
Financial Services8.51%
Consumer Defensive3.75%
Technology2.82%
Communication Services1.97%
Asset Allocation
Asset ClassValue
Cash8.3%
Equity91.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
7%₹349 Cr
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
5%₹249 Cr2,187,281
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹207 Cr512,010
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
4%₹188 Cr1,003,322
DCB Bank Ltd (Financial Services)
Equity, Since 31 May 13 | 532772
3%₹155 Cr9,022,562
SRF Ltd (Basic Materials)
Equity, Since 30 Nov 13 | SRF
3%₹135 Cr394,114
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 14 | FINCABLES
3%₹130 Cr3,509,172
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹130 Cr998,279
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | 532504
3%₹125 Cr1,244,687
↓ -127,616
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
3%₹125 Cr1,141,797

6. 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 24.9% since its launch.  Ranked 13 in Mid Cap category.  Return for 2019 was -0.3% , 2018 was -15.4% and 2017 was 40.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (28 Jan 20) ₹491.31 ↓ -1.92   (-0.39 %)
Net Assets (Cr) ₹5,901 on 31 Dec 19
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.16
Information Ratio -0.57
Alpha Ratio 1.33
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 Dec 14₹10,000
31 Dec 15₹11,115
31 Dec 16₹12,374
31 Dec 17₹17,420
31 Dec 18₹14,736
31 Dec 19₹14,692

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 28 Jan 20

DurationReturns
1 Month 6.8%
3 Month 11.1%
6 Month 14.3%
1 Year 12.8%
3 Year 5.6%
5 Year 8%
10 Year
15 Year
Since launch 24.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.3%
2017 -15.4%
2016 40.8%
2015 11.3%
2014 11.2%
2013 75%
2012 4.6%
2011 38%
2010 -23.7%
2009 20.8%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S Krishnakumar1 Nov 127 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials23.17%
Financial Services19.49%
Consumer Cyclical16.09%
Basic Materials11.81%
Consumer Defensive9.18%
Health Care8.27%
Technology5.37%
Utility3.63%
Communication Services2.2%
Asset Allocation
Asset ClassValue
Cash0.77%
Equity99.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
5%₹267 Cr3,329,880
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
4%₹240 Cr4,607,610
↓ -29,601
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
3%₹191 Cr68,623
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹171 Cr797,725
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹170 Cr1,180,742
↓ -5,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 07 | 532514
3%₹164 Cr3,959,536
↓ -190,464
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
3%₹152 Cr2,103,148
↓ -100,000
Aditya Birla Fashion and Retail Ltd (Consumer Cyclical)
Equity, Since 31 Mar 17 | ABFRL
3%₹151 Cr6,700,000
↓ -65,688
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
2%₹146 Cr16,376,618
Schaeffler India Ltd (Industrials)
Equity, Since 31 Aug 09 | SCHAEFFLER
2%₹143 Cr329,189

7. L&T Midcap Fund

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

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.7% 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 (28 Jan 20) ₹141.06 ↓ -0.49   (-0.35 %)
Net Assets (Cr) ₹5,992 on 31 Dec 19
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio -0.15
Information Ratio 0.5
Alpha Ratio 2.34
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 Dec 14₹10,000
31 Dec 15₹11,077
31 Dec 16₹12,162
31 Dec 17₹18,526
31 Dec 18₹16,297
31 Dec 19₹16,272

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 ₹395,578.
Net Profit of ₹95,578
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 28 Jan 20

DurationReturns
1 Month 6.7%
3 Month 9.6%
6 Month 14.3%
1 Year 12.3%
3 Year 9.6%
5 Year 10.2%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -0.2%
2017 -12%
2016 52.3%
2015 9.8%
2014 10.8%
2013 81.6%
2012 5.6%
2011 38.1%
2010 -29.4%
2009 22.1%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat17 Dec 190.04 Yr.
Vihang Naik28 Jun 163.51 Yr.

Data below for L&T Midcap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Basic Materials21.58%
Financial Services21.2%
Consumer Cyclical15.57%
Industrials15.05%
Health Care8.52%
Consumer Defensive4.86%
Real Estate3.52%
Technology2.98%
Communication Services1.97%
Utility1.1%
Energy0.59%
Asset Allocation
Asset ClassValue
Cash5.1%
Equity95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
5%₹302 Cr
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
3%₹174 Cr7,750,300
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
3%₹151 Cr4,825,800
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
2%₹145 Cr1,814,400
↓ -200,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 28 Feb 17 | 532286
2%₹131 Cr8,152,200
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 12 | 500387
2%₹130 Cr62,000
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
2%₹128 Cr102,000
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
2%₹127 Cr4,026,272
↓ -34,228
Manappuram Finance Ltd (Financial Services)
Equity, Since 31 Dec 17 | 531213
2%₹123 Cr7,955,789
Berger Paints India Ltd (Basic Materials)
Equity, Since 29 Feb 16 | 509480
2%₹122 Cr2,460,355

8. 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 16.4% 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 (28 Jan 20) ₹41.5655 ↓ -0.05   (-0.11 %)
Net Assets (Cr) ₹8,525 on 31 Dec 19
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio -0.25
Information Ratio 1.11
Alpha Ratio 2.94
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 Dec 14₹10,000
31 Dec 15₹11,511
31 Dec 16₹12,151
31 Dec 17₹19,802
31 Dec 18₹16,497
31 Dec 19₹16,082

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 ₹395,578.
Net Profit of ₹95,578
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 28 Jan 20

DurationReturns
1 Month 8%
3 Month 11.2%
6 Month 14.4%
1 Year 11.6%
3 Year 9.6%
5 Year 10.4%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2.5%
2017 -16.7%
2016 63%
2015 5.6%
2014 15.1%
2013 97.6%
2012 11.9%
2011 41.9%
2010 -25%
2009
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 173 Yr.
Kinjal Desai25 May 181.6 Yr.

Data below for Nippon India Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials22.86%
Basic Materials20.81%
Consumer Cyclical13.96%
Financial Services13.62%
Consumer Defensive10.79%
Technology3.86%
Health Care3.05%
Communication Services2.72%
Utility1.81%
Asset Allocation
Asset ClassValue
Cash4.42%
Equity95.35%
Other0.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Triparty Repo
CBLO/Reverse Repo | -
4%₹372 Cr
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
3%₹279 Cr7,475,750
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | 541770
3%₹261 Cr3,395,276
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
2%₹208 Cr4,315,042
↑ 38,942
Affle India Ltd (Communication Services)
Equity, Since 31 Jul 19 | 542752
2%₹202 Cr1,274,970
↑ 64,952
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFCBANK
2%₹184 Cr1,448,646
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹180 Cr9,574,898
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
2%₹175 Cr1,738,627
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | 531335
2%₹172 Cr1,167,400
Tata Global Beverages Ltd (Consumer Defensive)
Equity, Since 31 May 19 | 500800
2%₹157 Cr4,896,099

9. 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 12.5% 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 (28 Jan 20) ₹52.3363 ↓ -0.09   (-0.17 %)
Net Assets (Cr) ₹6,929 on 31 Dec 19
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.14
Sharpe Ratio -0.43
Information Ratio 0.16
Alpha Ratio 0.76
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 Dec 14₹10,000
31 Dec 15₹10,956
31 Dec 16₹12,073
31 Dec 17₹17,320
31 Dec 18₹14,303
31 Dec 19₹13,585

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 ₹357,992.
Net Profit of ₹57,992
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 28 Jan 20

DurationReturns
1 Month 6%
3 Month 8%
6 Month 7%
1 Year 3.2%
3 Year 3.3%
5 Year 6.4%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -5%
2017 -17.4%
2016 43.5%
2015 10.2%
2014 9.6%
2013 89.9%
2012 13.2%
2011 51.7%
2010 -25.9%
2009 18.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0712.76 Yr.
Hari Shyamsunder2 May 163.67 Yr.
Pyari Menon26 Sep 190.26 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Industrials26.71%
Financial Services18.04%
Basic Materials12.55%
Consumer Cyclical10.1%
Health Care6.2%
Communication Services4.95%
Real Estate4.67%
Consumer Defensive3.27%
Energy3.2%
Technology3.16%
Asset Allocation
Asset ClassValue
Equity92.86%
Other7.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Call, Cash & Other Assets
Receivables | -
8%₹533 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
5%₹353 Cr2,767,306
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹197 Cr9,601,987
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
3%₹192 Cr5,685,489
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 18 | HINDPETRO
3%₹178 Cr6,289,744
Voltas Ltd (Industrials)
Equity, Since 31 Oct 13 | VOLTAS
3%₹177 Cr2,521,141
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹177 Cr9,863,765
Nesco Ltd (Industrials)
Equity, Since 31 Dec 13 | 505355
2%₹171 Cr2,824,663
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
2%₹157 Cr3,967,822
Atul Ltd (Basic Materials)
Equity, Since 31 May 14 | ATUL
2%₹156 Cr385,642

10. 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 12.6% 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 (28 Jan 20) ₹40.749 ↓ -0.11   (-0.27 %)
Net Assets (Cr) ₹9,232 on 31 Dec 19
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio -0.72
Information Ratio 0.91
Alpha Ratio -3.61
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 Dec 14₹10,000
31 Dec 15₹10,642
31 Dec 16₹11,220
31 Dec 17₹18,037
31 Dec 18₹16,580
31 Dec 19₹15,006

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 ₹385,859.
Net Profit of ₹85,859
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 28 Jan 20

DurationReturns
1 Month 6.4%
3 Month 5.5%
6 Month 4.3%
1 Year 0.3%
3 Year 9.9%
5 Year 9.1%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -9.5%
2017 -8.1%
2016 60.8%
2015 5.4%
2014 6.4%
2013 51.5%
2012 7.5%
2011 31.6%
2010 -26.2%
2009 23.3%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad25 Jun 145.27 Yr.
Chirag Dagli31 Jul 190.17 Yr.

Data below for HDFC Small Cap Fund as on 31 Dec 19

Equity Sector Allocation
SectorValue
Consumer Cyclical18.59%
Industrials17.68%
Technology11.94%
Basic Materials11.48%
Financial Services9.63%
Health Care7.2%
Communication Services5.11%
Utility2.32%
Consumer Defensive1.72%
Energy1.41%
Asset Allocation
Asset ClassValue
Cash11.69%
Equity88.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps - Tri-Party Repo
CBLO/Reverse Repo | -
9%₹861 Cr
NIIT Technologies Ltd (Technology)
Equity, Since 31 Jul 14 | 532541
3%₹307 Cr1,932,000
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
3%₹275 Cr8,892,000
↑ 35,000
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Jul 18 | 532706
3%₹252 Cr6,597,000
DCB Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 532772
3%₹239 Cr13,906,886
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 30 Nov 18 | BALKRISIND
3%₹238 Cr2,400,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 15 | 500850
2%₹223 Cr15,354,167
↑ 93,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 28 Feb 19 | 542399
2%₹216 Cr6,180,597
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 19 | 500031
2%₹214 Cr5,987,610
↑ 284,100
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | FEDERALBNK
2%₹213 Cr24,189,317

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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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