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Fincash » Mutual Funds » Best Small & Mid Cap Funds

Best Mid & Small Cap Equity Mutual Funds 2021

Updated on July 26, 2021 , 1963 views

Many investors are inclining towards Investing in mid & small cap Mutual Funds as they are considered to be one of the best wealth creation tools for long-term Financial goals. Mid & Small caps are typically defined as firms with a market capitalization (MC=no of shares issued by the company X market price per share) between INR 500- 1000 Crore. Investors who are seeking to achieve financial goals like a child’s education, Retirement planning, etc., may invest in these funds.

Small cap companies are young growing firms, which have a great potential for sustainable growth in the long run. But, the risk of failure is higher with mid & small caps compared to large cap companies. However, mid & Small cap funds help to diversify portfolios and investors can invest a small portion of about 10-20% in these fund.

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Top 10 Best Mid & Small Cap Funds To Invest In 2021

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
L&T Emerging Businesses Fund Growth ₹39.823
↓ -0.11
₹6,86024.751.3109.814.818.415.5
Aditya Birla Sun Life Small Cap Fund Growth ₹52.8145
↓ -0.19
₹2,87721.243.5103.511.212.419.8
SBI Small Cap Fund Growth ₹94.152
↓ -0.25
₹9,09114.432.685.621.421.733.6
Nippon India Small Cap Fund Growth ₹76.2519
↓ -0.31
₹15,35323.252.2110.922.121.929.2
HDFC Small Cap Fund Growth ₹69.651
↓ -0.65
₹12,46026.849.4108.316.118.820.2
Franklin India Smaller Companies Fund Growth ₹82.6049
↓ -0.52
₹6,76820.737.9991312.518.7
DSP BlackRock Small Cap Fund  Growth ₹101.939
↑ 0.33
₹7,63023.244.39820.915.633.1
Kotak Emerging Equity Scheme Growth ₹66.62
↓ -0.32
₹14,13313.932.578.619.717.121.9
Sundaram Mid Cap Fund Growth ₹653.214
↓ -4.14
₹6,56413.125.3659.91111.8
L&T Midcap Fund Growth ₹197.99
↓ -1.09
₹6,72611.226.659.212.315.119
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 21

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 21.1% since its launch.  Ranked 2 in Small Cap category.  Return for 2020 was 15.5% , 2019 was -8.1% and 2018 was -13.7% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (28 Jul 21) ₹39.823 ↓ -0.11   (-0.27 %)
Net Assets (Cr) ₹6,860 on 30 Jun 21
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio 4.48
Information Ratio -0.76
Alpha Ratio -0.43
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹14,542
30 Jun 18₹15,815
30 Jun 19₹14,646
30 Jun 20₹11,419
30 Jun 21₹23,049

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 ₹481,656.
Net Profit of ₹181,656
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 Jul 21

DurationReturns
1 Month 7.2%
3 Month 24.7%
6 Month 51.3%
1 Year 109.8%
3 Year 14.8%
5 Year 18.4%
10 Year
15 Year
Since launch 21.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
2011
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 191.54 Yr.
Vihang Naik17 Dec 191.54 Yr.
Alok Ranjan1 Oct 191.75 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Industrials29.75%
Basic Materials21.45%
Consumer Cyclical14.9%
Technology13.82%
Consumer Defensive8.48%
Health Care4.6%
Real Estate3.6%
Financial Services2.22%
Energy0.7%
Asset Allocation
Asset ClassValue
Cash0.46%
Equity99.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
5%₹322 Cr2,112,579
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
4%₹250 Cr850,070
↓ -85,000
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 500038
4%₹248 Cr6,974,700
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
3%₹215 Cr1,734,948
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | 532221
3%₹175 Cr2,338,967
Finolex Industries Ltd Shs Dematerialised (Industrials)
Equity, Since 28 Feb 18 | FINPIPE
2%₹161 Cr8,769,275
Cera Sanitaryware Ltd (Industrials)
Equity, Since 31 Mar 19 | 532443
2%₹150 Cr334,305
↑ 50,000
Supreme Petrochem Ltd (Basic Materials)
Equity, Since 30 Sep 16 | 500405
2%₹145 Cr1,969,120
Emami Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 531162
2%₹143 Cr2,550,057
↓ -182,643
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 29 Feb 20 | 506401
2%₹138 Cr765,500
↓ -223,362

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 12.4% since its launch.  Ranked 1 in Small Cap category.  Return for 2020 was 19.8% , 2019 was -11.5% and 2018 was -22.6% .

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (28 Jul 21) ₹52.8145 ↓ -0.19   (-0.35 %)
Net Assets (Cr) ₹2,877 on 30 Jun 21
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio 4.3
Information Ratio -0.32
Alpha Ratio -3.79
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹13,124
30 Jun 18₹13,646
30 Jun 19₹11,878
30 Jun 20₹8,779
30 Jun 21₹17,890

Aditya Birla Sun Life Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 21

DurationReturns
1 Month 6.2%
3 Month 21.2%
6 Month 43.5%
1 Year 103.5%
3 Year 11.2%
5 Year 12.4%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
2013 4.8%
2012 31.9%
2011 -23.3%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Kunal Sangoi14 May 201.13 Yr.
Dhaval Gala14 May 201.13 Yr.
Nitesh Jain14 May 201.13 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Basic Materials25.42%
Industrials17.57%
Consumer Cyclical13.33%
Financial Services10.05%
Technology9.96%
Consumer Defensive9.61%
Health Care6.12%
Communication Services5.26%
Real Estate1.37%
Asset Allocation
Asset ClassValue
Cash1.32%
Equity98.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
4%₹124 Cr684,353
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
4%₹113 Cr395,000
↑ 17,724
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹90 Cr1,048,104
Just Dial Ltd (Communication Services)
Equity, Since 30 Nov 19 | 535648
3%₹83 Cr865,783
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
3%₹79 Cr1,187,414
National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 532234
3%₹74 Cr9,425,924
Radico Khaitan Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 May 20 | 532497
2%₹70 Cr927,169
↓ -286,200
V-Guard Industries Ltd (Industrials)
Equity, Since 30 Apr 16 | 532953
2%₹65 Cr2,445,000
Steel Authority Of India Ltd Shs Dematerialised (Basic Materials)
Equity, Since 28 Feb 21 | 500113
2%₹61 Cr4,696,025
Prince Pipes And Fittings Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 19 | 542907
2%₹59 Cr819,963
↓ -135,308

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 20.8% since its launch.  Ranked 4 in Small Cap category.  Return for 2020 was 33.6% , 2019 was 6.1% and 2018 was -19.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (28 Jul 21) ₹94.152 ↓ -0.25   (-0.27 %)
Net Assets (Cr) ₹9,091 on 30 Jun 21
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 3.84
Information Ratio 0.59
Alpha Ratio -9.4
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
30 Jun 16₹10,000
30 Jun 17₹13,005
30 Jun 18₹15,008
30 Jun 19₹15,144
30 Jun 20₹14,301
30 Jun 21₹27,050

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 ₹518,033.
Net Profit of ₹218,033
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 Jul 21

DurationReturns
1 Month 2.7%
3 Month 14.4%
6 Month 32.6%
1 Year 85.6%
3 Year 21.4%
5 Year 21.7%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 33.6%
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
2011 -24.3%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 137.63 Yr.

Data below for SBI Small Cap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Industrials40.06%
Consumer Cyclical20.36%
Basic Materials17.09%
Consumer Defensive6.88%
Financial Services4.12%
Health Care3.93%
Communication Services2.31%
Asset Allocation
Asset ClassValue
Cash2.91%
Equity96.47%
Debt0.18%
Other0.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
4%₹397 Cr19,173,605
↓ -194,329
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
4%₹336 Cr12,689,795
↑ 2,689,795
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
4%₹321 Cr5,300,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹297 Cr1,330,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹296 Cr790,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
3%₹285 Cr1,000,000
↓ -241,570
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 20 | 522287
3%₹267 Cr6,266,658
↑ 70,849
Hatsun Agro Product Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 531531
3%₹254 Cr2,846,666
Rossari Biotech Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 20 | 543213
3%₹239 Cr2,016,798
Blue Star Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹237 Cr2,900,000

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 20.6% since its launch.  Ranked 6 in Small Cap category.  Return for 2020 was 29.2% , 2019 was -2.5% and 2018 was -16.7% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (28 Jul 21) ₹76.2519 ↓ -0.31   (-0.40 %)
Net Assets (Cr) ₹15,353 on 30 Jun 21
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 4.38
Information Ratio 1.01
Alpha Ratio 0.75
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹13,479
30 Jun 18₹15,029
30 Jun 19₹14,409
30 Jun 20₹12,545
30 Jun 21₹26,159

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 ₹518,033.
Net Profit of ₹218,033
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 Jul 21

DurationReturns
1 Month 7.4%
3 Month 23.2%
6 Month 52.2%
1 Year 110.9%
3 Year 22.1%
5 Year 21.9%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
2011 -25%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 174.5 Yr.
Kinjal Desai25 May 183.1 Yr.

Data below for Nippon India Small Cap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Industrials23.9%
Basic Materials20.72%
Consumer Cyclical12.06%
Consumer Defensive11.89%
Technology10.21%
Financial Services7.79%
Health Care5.06%
Communication Services3.79%
Utility2.23%
Real Estate0.27%
Asset Allocation
Asset ClassValue
Cash2.07%
Equity97.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
4%₹578 Cr3,193,921
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
3%₹417 Cr1,111,721
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
3%₹385 Cr3,296,395
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | 500038
2%₹353 Cr9,917,135
Birla Corp Ltd (Basic Materials)
Equity, Since 31 May 18 | 500335
2%₹346 Cr2,850,086
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 16 | 500031
2%₹343 Cr3,339,223
↓ -51,703
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹336 Cr10,706,033
Radico Khaitan Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Jan 15 | 532497
2%₹288 Cr3,793,800
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | 540699
2%₹275 Cr623,042
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | 500304
2%₹275 Cr9,572,735
↑ 528,621

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 15.7% since its launch.  Ranked 9 in Small Cap category.  Return for 2020 was 20.2% , 2019 was -9.5% and 2018 was -8.1% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (28 Jul 21) ₹69.651 ↓ -0.65   (-0.93 %)
Net Assets (Cr) ₹12,460 on 30 Jun 21
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 4.13
Information Ratio 0.35
Alpha Ratio -6.13
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹13,099
30 Jun 18₹15,460
30 Jun 19₹15,135
30 Jun 20₹11,420
30 Jun 21₹23,597

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 ₹481,656.
Net Profit of ₹181,656
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 Jul 21

DurationReturns
1 Month 7.7%
3 Month 26.8%
6 Month 49.4%
1 Year 108.3%
3 Year 16.1%
5 Year 18.8%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
2013 7.5%
2012 31.6%
2011 -26.2%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 147.01 Yr.
Sankalp Baid22 Jan 210.44 Yr.

Data below for HDFC Small Cap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Industrials21.53%
Technology21.25%
Consumer Cyclical13.92%
Basic Materials12.38%
Financial Services7.19%
Health Care6.37%
Consumer Defensive5.06%
Utility5.05%
Communication Services2.47%
Asset Allocation
Asset ClassValue
Cash4.77%
Equity95.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | 532809
8%₹935 Cr50,000,000
↓ -1,761,038
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 19 | 500031
5%₹629 Cr6,126,770
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
5%₹607 Cr8,129,000
↓ -148,500
Persistent Systems Ltd (Technology)
Equity, Since 31 Oct 19 | PERSISTENT
5%₹570 Cr1,941,126
↓ -58,874
Chambal Fertilisers & Chemicals Ltd Shs Dematerialised (Basic Materials)
Equity, Since 28 Feb 18 | 500085
3%₹399 Cr13,000,000
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | 532927
3%₹354 Cr1,824,026
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
3%₹340 Cr11,793,818
Finolex Industries Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Oct 18 | FINPIPE
2%₹291 Cr15,831,521
↓ -125,100
KEC International Ltd (Industrials)
Equity, Since 30 Sep 18 | 532714
2%₹275 Cr6,080,124
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 17 | 517569
2%₹267 Cr3,850,003

6. 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 14.6% since its launch.  Ranked 11 in Small Cap category.  Return for 2020 was 18.7% , 2019 was -5% and 2018 was -17.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (28 Jul 21) ₹82.6049 ↓ -0.52   (-0.63 %)
Net Assets (Cr) ₹6,768 on 30 Jun 21
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 4.26
Information Ratio -0.55
Alpha Ratio -1.33
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹12,312
30 Jun 18₹13,019
30 Jun 19₹12,147
30 Jun 20₹9,034
30 Jun 21₹17,753

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 21

DurationReturns
1 Month 7.1%
3 Month 20.7%
6 Month 37.9%
1 Year 99%
3 Year 13%
5 Year 12.5%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
2011 -25.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0714.26 Yr.
Hari Shyamsunder2 May 165.17 Yr.
Mayank Bukrediwala24 Aug 200.85 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Industrials27.88%
Financial Services15.22%
Basic Materials12.05%
Consumer Cyclical12.02%
Health Care8.79%
Consumer Defensive6.31%
Real Estate5.07%
Communication Services3.96%
Technology2.42%
Energy2.29%
Asset Allocation
Asset ClassValue
Cash3.98%
Equity96.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
7%₹449 Cr2,482,967
↓ -160,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹211 Cr7,537,595
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹203 Cr2,359,141
Finolex Cables Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
3%₹202 Cr3,884,567
↓ -227,454
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
3%₹202 Cr1,211,988
↓ -13,108
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
3%₹201 Cr5,562,185
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 532889
3%₹198 Cr1,300,886
↓ -25,000
Quess Corp Ltd (Industrials)
Equity, Since 31 Jan 20 | 539978
3%₹197 Cr2,410,139
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
2%₹161 Cr17,172,603
↑ 900,000
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
2%₹159 Cr10,263,765

7. 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 17.9% since its launch.  Ranked 7 in Small Cap category.  Return for 2020 was 33.1% , 2019 was 0.7% and 2018 was -25.5% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (28 Jul 21) ₹101.939 ↑ 0.33   (0.33 %)
Net Assets (Cr) ₹7,630 on 30 Jun 21
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio 4.71
Information Ratio 0.15
Alpha Ratio 3.44
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹12,765
30 Jun 18₹11,996
30 Jun 19₹11,570
30 Jun 20₹10,267
30 Jun 21₹19,844

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 ₹447,579.
Net Profit of ₹147,579
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 Jul 21

DurationReturns
1 Month 8.6%
3 Month 23.2%
6 Month 44.3%
1 Year 98%
3 Year 20.9%
5 Year 15.6%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
2012 40.5%
2011 -27.2%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1011.03 Yr.
Jay Kothari1 Mar 138.34 Yr.
Resham Jain16 Mar 183.29 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Jun 21

Equity Sector Allocation
SectorValue
Consumer Cyclical34.63%
Basic Materials24.97%
Industrials12.77%
Financial Services6.59%
Health Care6.52%
Consumer Defensive6.04%
Technology4.76%
Communication Services0.87%
Asset Allocation
Asset ClassValue
Cash2.75%
Equity97.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
4%₹324 Cr360,639
↓ -72,403
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
4%₹280 Cr1,256,679
Chambal Fertilisers & Chemicals Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Jul 14 | 500085
3%₹249 Cr8,112,226
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
3%₹249 Cr1,226,945
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 532889
3%₹238 Cr1,566,227
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
3%₹217 Cr1,330,191
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹215 Cr1,843,668
Welspun India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 514162
3%₹212 Cr21,943,370
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 532509
3%₹212 Cr7,495,797
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
3%₹211 Cr1,030,630

8. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Ranked 12 in Mid Cap category.  Return for 2020 was 21.9% , 2019 was 8.9% and 2018 was -11.7% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (28 Jul 21) ₹66.62 ↓ -0.32   (-0.47 %)
Net Assets (Cr) ₹14,133 on 30 Jun 21
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 4.15
Information Ratio 0.82
Alpha Ratio 6.64
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹12,556
30 Jun 18₹13,126
30 Jun 19₹13,529
30 Jun 20₹12,271
30 Jun 21₹22,523

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 ₹470,047.
Net Profit of ₹170,047
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 Jul 21

DurationReturns
1 Month 2.8%
3 Month 13.9%
6 Month 32.5%
1 Year 78.6%
3 Year 19.7%
5 Year 17.1%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
2012 48%
2011 -26.6%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1011.04 Yr.

Data below for Kotak Emerging Equity Scheme as on 30 Jun 21

Equity Sector Allocation
SectorValue
Basic Materials24.09%
Industrials19.52%
Consumer Cyclical18.86%
Financial Services12.95%
Health Care8.07%
Technology4.22%
Consumer Defensive4.12%
Real Estate2.25%
Utility1.58%
Energy0.62%
Communication Services0.08%
Asset Allocation
Asset ClassValue
Cash3.64%
Equity96.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
5%₹707 Cr3,265,033
↑ 101,893
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
4%₹515 Cr5,713,226
↑ 175,092
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹511 Cr1,739,229
↑ 45,045
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
3%₹440 Cr4,290,461
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹427 Cr758,253
↑ 37,645
Thermax Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹411 Cr2,770,917
↑ 107,415
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹398 Cr1,367,927
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
3%₹377 Cr419,573
↑ 32,918
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JKCEMENT
3%₹358 Cr1,255,731
↑ 184,758
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
2%₹351 Cr1,575,737

9. 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 24.6% since its launch.  Ranked 13 in Mid Cap category.  Return for 2020 was 11.8% , 2019 was -0.3% and 2018 was -15.4% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (28 Jul 21) ₹653.214 ↓ -4.14   (-0.63 %)
Net Assets (Cr) ₹6,564 on 30 Jun 21
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 3.1
Information Ratio -0.9
Alpha Ratio -8.7
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹12,662
30 Jun 18₹13,186
30 Jun 19₹12,565
30 Jun 20₹10,483
30 Jun 21₹17,196

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 ₹395,578.
Net Profit of ₹95,578
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 Jul 21

DurationReturns
1 Month 3.2%
3 Month 13.1%
6 Month 25.3%
1 Year 65%
3 Year 9.9%
5 Year 11%
10 Year
15 Year
Since launch 24.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
2012 38%
2011 -23.7%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 210.35 Yr.
Ratish Varier24 Feb 210.35 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Financial Services22.65%
Industrials18%
Consumer Cyclical17.36%
Basic Materials15.08%
Health Care9.39%
Technology8.45%
Consumer Defensive4.72%
Utility2.22%
Real Estate0.76%
Asset Allocation
Asset ClassValue
Cash1.36%
Equity98.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 500271
3%₹215 Cr2,027,701
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
3%₹202 Cr1,965,812
↓ -168,699
Cummins India Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹193 Cr2,145,000
MindTree Ltd (Technology)
Equity, Since 31 Jul 20 | 532819
3%₹192 Cr736,918
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹189 Cr1,518,056
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹187 Cr515,779
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | 532504
3%₹180 Cr480,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
3%₹165 Cr3,220,000
Natco Pharma Ltd (Healthcare)
Equity, Since 31 Dec 17 | 524816
3%₹164 Cr1,454,822
↓ -87,779
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 540611
2%₹144 Cr1,386,152

10. 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 19.2% since its launch.  Ranked 5 in Mid Cap category.  Return for 2020 was 19% , 2019 was -0.2% and 2018 was -12% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (28 Jul 21) ₹197.99 ↓ -1.09   (-0.55 %)
Net Assets (Cr) ₹6,726 on 30 Jun 21
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio 3.73
Information Ratio -0.42
Alpha Ratio 2.5
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 16₹10,000
30 Jun 17₹13,783
30 Jun 18₹14,531
30 Jun 19₹14,147
30 Jun 20₹12,776
30 Jun 21₹20,540

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 ₹447,579.
Net Profit of ₹147,579
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 Jul 21

DurationReturns
1 Month 3.9%
3 Month 11.2%
6 Month 26.6%
1 Year 59.2%
3 Year 12.3%
5 Year 15.1%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
2012 38.1%
2011 -29.4%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat17 Dec 191.54 Yr.
Vihang Naik28 Jun 165.01 Yr.

Data below for L&T Midcap Fund as on 30 Jun 21

Equity Sector Allocation
SectorValue
Basic Materials21.5%
Financial Services16.4%
Health Care15.08%
Industrials12.95%
Consumer Cyclical10.16%
Technology9.77%
Consumer Defensive6.17%
Real Estate3.47%
Communication Services1.59%
Utility0.79%
Asset Allocation
Asset ClassValue
Cash2.11%
Equity97.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mphasis Ltd (Technology)
Equity, Since 30 Apr 16 | 526299
5%₹360 Cr1,686,700
↓ -68,900
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
5%₹346 Cr6,167,914
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 May 13 | 506285
4%₹247 Cr426,700
↓ -12,677
Birlasoft Ltd (Technology)
Equity, Since 31 Jul 19 | 532400
3%₹203 Cr5,087,600
↓ -686,107
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | SUNDARMFIN
3%₹202 Cr754,941
Blue Dart Express Ltd (Industrials)
Equity, Since 31 Dec 17 | 526612
3%₹196 Cr338,600
Atul Ltd (Basic Materials)
Equity, Since 30 Jun 19 | ATUL
3%₹191 Cr212,621
↓ -41,879
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
3%₹190 Cr937,800
↓ -99,500
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | 520111
3%₹185 Cr904,319
↓ -75,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
3%₹181 Cr1,769,142

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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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