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Fincash » Mutual Funds » Best Small & Mid Cap Funds

Best Mid & Small Cap Equity Mutual Funds 2024

Updated on June 13, 2024 , 3041 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 2024

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Emerging Businesses Fund Growth ₹83.399
↑ 0.62
₹14,61925.421.755.431.628.546.1
Aditya Birla Sun Life Small Cap Fund Growth ₹85.2573
↑ 0.86
₹4,76222.718.846.32020.439.4
SBI Small Cap Fund Growth ₹174.816
↑ 1.49
₹27,76021.622.443.724.627.725.3
L&T Midcap Fund Growth ₹368.624
↑ 5.78
₹10,34221.527.964.224.623.240
Franklin India Smaller Companies Fund Growth ₹176.9
↑ 1.30
₹12,58724.423.16132.22752.1
Sundaram Mid Cap Fund Growth ₹1,266.25
↑ 12.30
₹10,73218.322.458.726.422.340.4
Kotak Emerging Equity Scheme Growth ₹125.443
↑ 1.63
₹42,6992527.351.925.326.531.5
HDFC Small Cap Fund Growth ₹131.858
↑ 0.85
₹29,68515.615.642.927.125.444.8
DSP BlackRock Small Cap Fund  Growth ₹179.929
↑ 0.52
₹14,07317.614.341.224.426.641.2
Motilal Oswal Midcap 30 Fund  Growth ₹91.4582
↑ 1.12
₹9,81920.628.560.936.629.741.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jun 24

1. 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 23.4% since its launch.  Ranked 2 in Small Cap category.  Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (14 Jun 24) ₹83.399 ↑ 0.62   (0.75 %)
Net Assets (Cr) ₹14,619 on 30 Apr 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 2.58
Information Ratio 0.43
Alpha Ratio -3.92
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 May 19₹10,000
31 May 20₹6,774
31 May 21₹14,412
31 May 22₹17,415
31 May 23₹21,219
31 May 24₹31,520

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 ₹612,552.
Net Profit of ₹312,552
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 14 Jun 24

DurationReturns
1 Month 12%
3 Month 25.4%
6 Month 21.7%
1 Year 55.4%
3 Year 31.6%
5 Year 28.5%
10 Year
15 Year
Since launch 23.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.37 Yr.
Cheenu Gupta1 Oct 230.58 Yr.
Sonal Gupta1 Oct 230.58 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials32.23%
Consumer Cyclical14.85%
Basic Materials14.46%
Financial Services10.01%
Technology9.27%
Real Estate6.98%
Health Care4.83%
Consumer Defensive2.39%
Energy1.5%
Asset Allocation
Asset ClassValue
Cash1.9%
Equity98.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹501 Cr635,400
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 500840
3%₹413 Cr8,627,473
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
3%₹399 Cr3,866,279
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
3%₹379 Cr947,670
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | SONATSOFTW
2%₹338 Cr4,896,490
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
2%₹327 Cr2,188,200
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
2%₹321 Cr1,607,279
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 17 | SOBHA
2%₹306 Cr1,721,853
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
2%₹304 Cr3,586,897
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹273 Cr11,291,100

2. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

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

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Ranked 1 in Small Cap category.  Return for 2023 was 39.4% , 2022 was -6.5% and 2021 was 51.4% .

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 (14 Jun 24) ₹85.2573 ↑ 0.86   (1.02 %)
Net Assets (Cr) ₹4,762 on 30 Apr 24
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.51
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 May 19₹10,000
31 May 20₹6,265
31 May 21₹13,544
31 May 22₹13,637
31 May 23₹15,991
31 May 24₹22,373

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 ₹505,644.
Net Profit of ₹205,644
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 14 Jun 24

DurationReturns
1 Month 11.8%
3 Month 22.7%
6 Month 18.8%
1 Year 46.3%
3 Year 20%
5 Year 20.4%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.4%
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%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Vishal Gajwani4 Oct 221.57 Yr.
Dhaval Joshi21 Nov 221.44 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials31.09%
Consumer Cyclical18.85%
Financial Services10.96%
Basic Materials10.06%
Technology8.55%
Health Care6.56%
Real Estate5.45%
Consumer Defensive4.91%
Utility1.38%
Communication Services0.79%
Asset Allocation
Asset ClassValue
Cash1.41%
Equity98.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
3%₹160 Cr167,475
↓ -14,196
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
3%₹120 Cr3,571,925
R R Kabel Ltd (Industrials)
Equity, Since 30 Sep 23 | 543981
2%₹115 Cr692,435
TeamLease Services Ltd (Industrials)
Equity, Since 30 Jun 23 | TEAMLEASE
2%₹115 Cr344,961
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR
2%₹114 Cr333,005
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
2%₹104 Cr259,374
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹102 Cr978,363
Gokaldas Exports Ltd (Consumer Cyclical)
Equity, Since 31 Mar 23 | GOKEX
2%₹100 Cr1,136,315
↑ 176,000
Sanofi India Ltd (Healthcare)
Equity, Since 31 Jul 21 | SANOFI
2%₹96 Cr115,226
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹94 Cr627,100

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 21.4% since its launch.  Ranked 4 in Small Cap category.  Return for 2023 was 25.3% , 2022 was 8.1% and 2021 was 47.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (14 Jun 24) ₹174.816 ↑ 1.49   (0.86 %)
Net Assets (Cr) ₹27,760 on 30 Apr 24
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.66
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 May 19₹10,000
31 May 20₹8,372
31 May 21₹16,844
31 May 22₹19,068
31 May 23₹22,405
31 May 24₹30,786

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 ₹598,181.
Net Profit of ₹298,181
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 14 Jun 24

DurationReturns
1 Month 11.4%
3 Month 21.6%
6 Month 22.4%
1 Year 43.7%
3 Year 24.6%
5 Year 27.7%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.3%
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%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 1310.46 Yr.
Pradeep Kesavan31 Dec 230.33 Yr.
Mohan Lal1 May 240 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials33.92%
Consumer Cyclical18.94%
Financial Services13.26%
Basic Materials10.21%
Consumer Defensive4.92%
Health Care1.81%
Real Estate1.65%
Communication Services1.16%
Utility0.48%
Asset Allocation
Asset ClassValue
Cash13.6%
Equity86.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹1,169 Cr7,816,563
↓ -1,583,437
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL
4%₹1,103 Cr9,000,000
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹901 Cr33,818,737
↑ 796,523
GE T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 522275
3%₹864 Cr7,555,885
↓ -864,955
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
3%₹840 Cr9,716,991
SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543959
3%₹780 Cr89,318,180
↑ 19,318,181
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
3%₹764 Cr50,000,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
3%₹703 Cr4,939,842
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
2%₹691 Cr43,000,000
↑ 100
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500238
2%₹654 Cr4,340,000

4. 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 19.9% since its launch.  Ranked 5 in Mid Cap category.  Return for 2023 was 40% , 2022 was 1.1% and 2021 was 30.4% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (14 Jun 24) ₹368.624 ↑ 5.78   (1.59 %)
Net Assets (Cr) ₹10,342 on 30 Apr 24
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 3.99
Information Ratio -0.89
Alpha Ratio 12.21
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 May 19₹10,000
31 May 20₹8,290
31 May 21₹13,758
31 May 22₹14,381
31 May 23₹16,253
31 May 24₹25,721

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 ₹543,623.
Net Profit of ₹243,623
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 14 Jun 24

DurationReturns
1 Month 11%
3 Month 21.5%
6 Month 27.9%
1 Year 64.2%
3 Year 24.6%
5 Year 23.2%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
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%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat1 Oct 230.58 Yr.
Cheenu Gupta26 Nov 221.43 Yr.
Sonal Gupta1 Oct 230.58 Yr.

Data below for L&T Midcap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services20.9%
Industrials20.45%
Consumer Cyclical13.92%
Health Care10.4%
Real Estate7.54%
Basic Materials7.23%
Technology5.99%
Utility4.03%
Consumer Defensive3.71%
Energy3.66%
Communication Services0.67%
Asset Allocation
Asset ClassValue
Cash1.5%
Equity98.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
3%₹318 Cr970,100
↑ 78,832
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 21 | 532810
3%₹285 Cr6,462,100
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Mar 24 | SUZLON
3%₹285 Cr68,394,500
↑ 24,351,652
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
3%₹264 Cr995,400
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
3%₹261 Cr1,946,300
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RATNAMANI
2%₹254 Cr803,436
↓ -73,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
2%₹252 Cr570,400
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 15 | MCX
2%₹248 Cr603,300
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Mar 24 | 500103
2%₹240 Cr8,518,000
↑ 5,392,100
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 532814
2%₹236 Cr4,310,000

5. 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 16.9% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (14 Jun 24) ₹176.9 ↑ 1.30   (0.74 %)
Net Assets (Cr) ₹12,587 on 30 Apr 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.08
Information Ratio 0.33
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 May 19₹10,000
31 May 20₹6,476
31 May 21₹13,553
31 May 22₹15,129
31 May 23₹19,432
31 May 24₹29,961

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 ₹584,107.
Net Profit of ₹284,107
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 14 Jun 24

DurationReturns
1 Month 11.9%
3 Month 24.4%
6 Month 23.1%
1 Year 61%
3 Year 32.2%
5 Year 27%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 52.1%
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%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.25 Yr.
Sandeep Manam18 Oct 212.53 Yr.
Akhil Kalluri8 Sep 221.64 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials27.23%
Financial Services20.24%
Consumer Cyclical13.78%
Health Care6.63%
Basic Materials6.16%
Real Estate5.76%
Technology5.73%
Consumer Defensive4.91%
Utility1.63%
Energy1.01%
Communication Services0.55%
Asset Allocation
Asset ClassValue
Cash4.82%
Equity95.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹482 Cr4,668,691
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
4%₹466 Cr48,064,081
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹363 Cr8,763,469
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹341 Cr829,140
↓ -63,262
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹337 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹314 Cr15,398,917
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹276 Cr1,448,723
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
2%₹260 Cr2,259,945
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
2%₹258 Cr1,812,883
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | SOBHA
2%₹243 Cr1,366,243

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 24.8% since its launch.  Ranked 13 in Mid Cap category.  Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (14 Jun 24) ₹1,266.25 ↑ 12.30   (0.98 %)
Net Assets (Cr) ₹10,732 on 30 Apr 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 3.41
Information Ratio -0.54
Alpha Ratio 4.11
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 May 19₹10,000
31 May 20₹7,459
31 May 21₹12,703
31 May 22₹13,853
31 May 23₹16,370
31 May 24₹25,022

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 ₹530,691.
Net Profit of ₹230,691
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 14 Jun 24

DurationReturns
1 Month 10.1%
3 Month 18.3%
6 Month 22.4%
1 Year 58.7%
3 Year 26.4%
5 Year 22.3%
10 Year
15 Year
Since launch 24.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.4%
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%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 213.18 Yr.
Ratish Varier24 Feb 213.18 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials21.97%
Financial Services21.73%
Consumer Cyclical16.92%
Health Care11.26%
Basic Materials7.73%
Technology5.58%
Utility3.09%
Consumer Defensive2.12%
Real Estate2.06%
Communication Services1.5%
Energy1.37%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.32%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
4%₹408 Cr1,245,057
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹346 Cr21,270,052
↓ -1,694,910
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹345 Cr8,339,782
↓ -5,218
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹342 Cr914,499
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹341 Cr772,315
↓ -10,084
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
3%₹304 Cr6,878,660
↓ -1,660,067
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹265 Cr6,031,818
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 30 Nov 22 | 532321
2%₹229 Cr2,401,214
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹220 Cr4,021,584
REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 532955
2%₹219 Cr4,320,988
↓ -870,145

7. 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 15.8% since its launch.  Ranked 12 in Mid Cap category.  Return for 2023 was 31.5% , 2022 was 5.1% and 2021 was 47.3% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (14 Jun 24) ₹125.443 ↑ 1.63   (1.32 %)
Net Assets (Cr) ₹42,699 on 30 Apr 24
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 3.05
Information Ratio -0.89
Alpha Ratio 2.32
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 May 19₹10,000
31 May 20₹8,324
31 May 21₹15,676
31 May 22₹17,514
31 May 23₹20,439
31 May 24₹29,531

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 ₹584,107.
Net Profit of ₹284,107
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 14 Jun 24

DurationReturns
1 Month 14.2%
3 Month 25%
6 Month 27.3%
1 Year 51.9%
3 Year 25.3%
5 Year 26.5%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.5%
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%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Atul Bhole22 Jan 240.27 Yr.
Arjun Khanna30 Apr 222 Yr.

Data below for Kotak Emerging Equity Scheme as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials23.44%
Consumer Cyclical19.38%
Basic Materials17.5%
Financial Services12.95%
Health Care8.7%
Technology8.08%
Real Estate2.78%
Energy2.17%
Communication Services1.53%
Consumer Defensive0.93%
Utility0.36%
Asset Allocation
Asset ClassValue
Cash2.19%
Equity97.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 500480
4%₹1,921 Cr5,863,399
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
4%₹1,847 Cr2,059,015
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 509930
4%₹1,841 Cr3,637,719
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹1,373 Cr3,720,463
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 18 | BEL
3%₹1,288 Cr55,087,745
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹1,221 Cr2,614,094
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY
3%₹1,188 Cr8,010,973
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹1,188 Cr3,526,444
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532810
3%₹1,093 Cr24,765,029
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
3%₹1,079 Cr8,056,386
↑ 1,021,700

8. HDFC Small Cap Fund

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

HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 9 in Small Cap category.  Return for 2023 was 44.8% , 2022 was 4.6% and 2021 was 64.9% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (14 Jun 24) ₹131.858 ↑ 0.85   (0.65 %)
Net Assets (Cr) ₹29,685 on 30 Apr 24
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 2.7
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 May 19₹10,000
31 May 20₹6,339
31 May 21₹13,789
31 May 22₹15,262
31 May 23₹20,194
31 May 24₹27,924

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 ₹570,326.
Net Profit of ₹270,326
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 14 Jun 24

DurationReturns
1 Month 8.3%
3 Month 15.6%
6 Month 15.6%
1 Year 42.9%
3 Year 27.1%
5 Year 25.4%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.8%
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%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 149.85 Yr.
Dhruv Muchhal22 Jun 230.86 Yr.

Data below for HDFC Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials26.78%
Consumer Cyclical18.13%
Financial Services12.49%
Technology12.15%
Health Care10.26%
Basic Materials5.24%
Consumer Defensive3.11%
Communication Services2.66%
Utility0.5%
Asset Allocation
Asset ClassValue
Cash8.69%
Equity91.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
4%₹1,244 Cr58,822,707
↑ 400,000
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
4%₹1,206 Cr42,828,792
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
3%₹980 Cr14,174,025
↓ -3,004,228
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹880 Cr3,571,409
↑ 25,000
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
2%₹723 Cr20,776,904
↑ 1,220,401
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
2%₹693 Cr6,354,655
↓ -50,000
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹610 Cr1,162,932
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Dec 20 | EQUITASBNK
2%₹588 Cr60,564,526
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
2%₹585 Cr6,173,430
↑ 290,686
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
2%₹583 Cr12,986,529

9. 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 18.5% since its launch.  Ranked 7 in Small Cap category.  Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (14 Jun 24) ₹179.929 ↑ 0.52   (0.29 %)
Net Assets (Cr) ₹14,073 on 30 Apr 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.14
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 May 19₹10,000
31 May 20₹7,569
31 May 21₹15,777
31 May 22₹18,606
31 May 23₹21,428
31 May 24₹29,446

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 ₹584,107.
Net Profit of ₹284,107
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 14 Jun 24

DurationReturns
1 Month 8%
3 Month 17.6%
6 Month 14.3%
1 Year 41.2%
3 Year 24.4%
5 Year 26.6%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.2%
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%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1013.87 Yr.
Jay Kothari1 Mar 1311.17 Yr.
Resham Jain16 Mar 186.13 Yr.
Abhishek Ghosh1 Sep 221.66 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Apr 24

Equity Sector Allocation
SectorValue
Consumer Cyclical28.12%
Industrials21.2%
Basic Materials17.82%
Health Care8.62%
Consumer Defensive7.19%
Financial Services5.64%
Technology2.7%
Communication Services1.33%
Utility0.42%
Asset Allocation
Asset ClassValue
Cash6.86%
Equity93.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
4%₹520 Cr2,880,141
↓ -109,751
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
3%₹420 Cr3,132,788
↓ -119,111
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
3%₹412 Cr7,456,286
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹399 Cr9,447,197
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹380 Cr1,541,488
Voltamp Transformers Ltd (Industrials)
Equity, Since 31 Mar 17 | VOLTAMP
2%₹343 Cr330,283
↓ -29,546
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
2%₹330 Cr1,045,261
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
2%₹328 Cr9,060,573
↓ -826,594
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹321 Cr3,165,306
↓ -209,813
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
2%₹294 Cr3,059,179

10. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24% since its launch.  Ranked 27 in Mid Cap category.  Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (14 Jun 24) ₹91.4582 ↑ 1.12   (1.25 %)
Net Assets (Cr) ₹9,819 on 30 Apr 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 4.03
Information Ratio 1.04
Alpha Ratio 18.94
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 May 19₹10,000
31 May 20₹7,943
31 May 21₹13,614
31 May 22₹17,404
31 May 23₹22,238
31 May 24₹33,160

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jun 24

DurationReturns
1 Month 12%
3 Month 20.6%
6 Month 28.5%
1 Year 60.9%
3 Year 36.6%
5 Year 29.7%
10 Year
15 Year
Since launch 24%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.84 Yr.
Ankush Sood11 Nov 221.47 Yr.
Rakesh Shetty22 Nov 221.44 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials17.81%
Technology16.28%
Consumer Cyclical15.83%
Financial Services13.5%
Communication Services13.17%
Health Care6.79%
Real Estate5.98%
Basic Materials3.71%
Asset Allocation
Asset ClassValue
Cash6.91%
Equity93.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
12%₹1,131 Cr30,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹828 Cr20,000,000
↓ -500,000
Vodafone Idea Ltd (Communication Services)
Equity, Since 30 Apr 24 | 532822
7%₹733 Cr555,000,000
↑ 555,000,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
7%₹682 Cr1,822,978
↓ -192,194
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
7%₹674 Cr2,000,000
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Mar 24 | 534816
5%₹479 Cr13,500,000
↑ 116,080
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
5%₹459 Cr900,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
4%₹414 Cr3,000,000
↓ -1,500,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
4%₹386 Cr20,000,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹378 Cr4,500,000

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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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