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Fincash » Mutual Funds » Best Small & Mid Cap Funds

Best Mid & Small Cap Equity Mutual Funds 2022

Updated on May 16, 2022 , 2252 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 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
L&T Emerging Businesses Fund Growth ₹42.038
↑ 0.03
₹7,996-4-6.424.122.112.677.4
SBI Small Cap Fund Growth ₹99.5019
↓ -0.08
₹11,577-2.2-6.116.326.21847.6
Aditya Birla Sun Life Small Cap Fund Growth ₹47.8882
↓ -0.03
₹2,779-7.6-13.9513.45.251.4
Nippon India Small Cap Fund Growth ₹79.9254
↑ 0.23
₹19,214-3.2-5.422.627.716.574.3
DSP BlackRock Small Cap Fund  Growth ₹106.072
↑ 0.41
₹8,625-0.5-3.621.626.211.758.9
Franklin India Smaller Companies Fund Growth ₹82.809
↑ 0.01
₹6,951-6.1-1116.217.19.156.4
HDFC Small Cap Fund Growth ₹67.392
↓ -0.06
₹12,677-5.6-9.115.617.81364.9
Kotak Emerging Equity Scheme Growth ₹67.909
↑ 0.21
₹18,635-2.7-7.313.722.713.447.3
Sundaram Mid Cap Fund Growth ₹649.368
↑ 0.84
₹7,123-4.6-10.910.913.26.837.5
L&T Midcap Fund Growth ₹190.37
↑ 0.44
₹6,608-3.4-105.414.78.530.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 May 22

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 19.6% since its launch.  Ranked 2 in Small Cap category.  Return for 2021 was 77.4% , 2020 was 15.5% and 2019 was -8.1% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (18 May 22) ₹42.038 ↑ 0.03   (0.08 %)
Net Assets (Cr) ₹7,996 on 31 Mar 22
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio 2.3
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
30 Apr 17₹10,000
30 Apr 18₹12,749
30 Apr 19₹10,730
30 Apr 20₹7,477
30 Apr 21₹14,296
30 Apr 22₹20,035

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 ₹415,684.
Net Profit of ₹115,684
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 18 May 22

DurationReturns
1 Month -8.6%
3 Month -4%
6 Month -6.4%
1 Year 24.1%
3 Year 22.1%
5 Year 12.6%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 192.37 Yr.
Vihang Naik17 Dec 192.37 Yr.
Sonal Gupta5 Jul 210.82 Yr.

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

Equity Sector Allocation
SectorValue
Industrials31.03%
Consumer Cyclical20.29%
Basic Materials17.08%
Technology9.42%
Consumer Defensive7.37%
Real Estate6.45%
Health Care3.07%
Financial Services2.8%
Energy0.39%
Asset Allocation
Asset ClassValue
Cash2.08%
Equity97.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
7%₹528 Cr8,382,009
↓ -510,625
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | GRINDWELL
4%₹289 Cr1,684,948
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | BALRAMCHIN
3%₹257 Cr5,801,745
↓ -562,985
E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | EIDPARRY
3%₹209 Cr3,933,689
↑ 1,889
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | RHIM
3%₹208 Cr3,425,917
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | BRIGADE
2%₹196 Cr4,311,022
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | SONATSOFTW
2%₹176 Cr2,338,967
Birlasoft Ltd (Technology)
Equity, Since 31 Aug 20 | BSOFT
2%₹173 Cr4,170,543
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | CARBORUNIV
2%₹166 Cr2,159,700
↓ -50,000
Supreme Petrochem Ltd (Basic Materials)
Equity, Since 30 Sep 16 | 500405
2%₹155 Cr1,694,075

2. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

The Scheme seeks to generate income and long term capital appreciation by investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.9% since its launch.  Ranked 4 in Small Cap category.  Return for 2021 was 47.6% , 2020 was 33.6% and 2019 was 6.1% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (18 May 22) ₹99.5019 ↓ -0.08   (-0.08 %)
Net Assets (Cr) ₹11,577 on 31 Mar 22
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 2.05
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
30 Apr 17₹10,000
30 Apr 18₹13,844
30 Apr 19₹11,965
30 Apr 20₹10,600
30 Apr 21₹19,201
30 Apr 22₹24,450

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 ₹481,656.
Net Profit of ₹181,656
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 18 May 22

DurationReturns
1 Month -5.7%
3 Month -2.2%
6 Month -6.1%
1 Year 16.3%
3 Year 26.2%
5 Year 18%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 47.6%
2020 33.6%
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 138.46 Yr.

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

Equity Sector Allocation
SectorValue
Industrials37.05%
Consumer Cyclical25.44%
Basic Materials16.56%
Consumer Defensive5.69%
Health Care3.46%
Financial Services2.59%
Communication Services0.02%
Asset Allocation
Asset ClassValue
Cash9.06%
Equity90.8%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | SFL
5%₹546 Cr1,570,000
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
4%₹440 Cr4,547,646
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹421 Cr4,000,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
3%₹394 Cr4,939,842
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
3%₹387 Cr13,833,663
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Dec 19 | NH
3%₹328 Cr4,400,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | NAVINFLUOR
3%₹322 Cr790,000
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
3%₹317 Cr50,000,000
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | FINEORG
3%₹316 Cr790,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹312 Cr15,435,443

3. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

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

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.9% since its launch.  Ranked 1 in Small Cap category.  Return for 2021 was 51.4% , 2020 was 19.8% and 2019 was -11.5% .

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 (18 May 22) ₹47.8882 ↓ -0.03   (-0.07 %)
Net Assets (Cr) ₹2,779 on 31 Mar 22
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.18
Sharpe Ratio 1.02
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
30 Apr 17₹10,000
30 Apr 18₹11,402
30 Apr 19₹9,203
30 Apr 20₹6,077
30 Apr 21₹11,772
30 Apr 22₹13,819

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 ₹349,120.
Net Profit of ₹49,120
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 18 May 22

DurationReturns
1 Month -9.2%
3 Month -7.6%
6 Month -13.9%
1 Year 5%
3 Year 13.4%
5 Year 5.2%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 51.4%
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
2013 4.8%
2012 31.9%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Nitesh Jain1 Apr 220.08 Yr.
Vishal Gajwani1 Apr 220.08 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials17.61%
Consumer Cyclical17.1%
Industrials16.76%
Financial Services10.31%
Consumer Defensive8.72%
Technology8.66%
Health Care7.36%
Real Estate3.08%
Communication Services3.05%
Asset Allocation
Asset ClassValue
Cash6.17%
Equity93.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | DEEPAKNTR
3%₹90 Cr388,430
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
3%₹88 Cr332,585
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 20 | AMBER
3%₹78 Cr211,341
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹72 Cr811,179
↓ -236,925
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹70 Cr223,165
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG
2%₹70 Cr1,072,811
Birlasoft Ltd (Technology)
Equity, Since 30 Sep 21 | BSOFT
2%₹65 Cr1,568,297
BEML Ltd (Industrials)
Equity, Since 28 Feb 18 | BEML
2%₹60 Cr363,357
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 May 20 | RADICO
2%₹60 Cr668,871
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL
2%₹58 Cr1,431,021

4. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.5% since its launch.  Ranked 6 in Small Cap category.  Return for 2021 was 74.3% , 2020 was 29.2% and 2019 was -2.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (18 May 22) ₹79.9254 ↑ 0.23   (0.28 %)
Net Assets (Cr) ₹19,214 on 31 Mar 22
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 2.19
Information Ratio 1.33
Alpha Ratio 10.48
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 17₹10,000
30 Apr 18₹12,600
30 Apr 19₹10,680
30 Apr 20₹8,399
30 Apr 21₹16,702
30 Apr 22₹23,281

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 ₹458,689.
Net Profit of ₹158,689
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 18 May 22

DurationReturns
1 Month -9.2%
3 Month -3.2%
6 Month -5.4%
1 Year 22.6%
3 Year 27.7%
5 Year 16.5%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 175.33 Yr.
Kinjal Desai25 May 183.94 Yr.

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

Equity Sector Allocation
SectorValue
Industrials20.63%
Basic Materials17.23%
Consumer Cyclical15.73%
Financial Services12.81%
Consumer Defensive11.44%
Technology9.77%
Health Care4.85%
Communication Services3.13%
Real Estate0.57%
Utility0.07%
Asset Allocation
Asset ClassValue
Cash2.66%
Equity97.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
3%₹615 Cr3,296,395
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | NIITLTD
3%₹582 Cr10,139,961
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | CREDITACC
2%₹450 Cr4,343,685
↑ 51,366
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹443 Cr8,004,004
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 28 Feb 18 | POONAWALLA
2%₹432 Cr14,087,931
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | DEEPAKNTR
2%₹418 Cr1,797,743
↓ -284,449
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | NAVINFLUOR
2%₹388 Cr986,721
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN
2%₹385 Cr8,691,212
↓ -808,788
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | BAJAJELEC
2%₹336 Cr3,062,071
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | ORIENTELEC
2%₹320 Cr9,706,033

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 17.1% since its launch.  Ranked 7 in Small Cap category.  Return for 2021 was 58.9% , 2020 was 33.1% and 2019 was 0.7% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (18 May 22) ₹106.072 ↑ 0.41   (0.39 %)
Net Assets (Cr) ₹8,625 on 31 Mar 22
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 1.88
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
30 Apr 17₹10,000
30 Apr 18₹11,110
30 Apr 19₹9,048
30 Apr 20₹7,271
30 Apr 21₹13,641
30 Apr 22₹18,618

DSP BlackRock Small Cap Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for DSP BlackRock Small Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 May 22

DurationReturns
1 Month -8.5%
3 Month -0.5%
6 Month -3.6%
1 Year 21.6%
3 Year 26.2%
5 Year 11.7%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
2012 40.5%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1011.87 Yr.
Jay Kothari1 Mar 139.17 Yr.
Resham Jain16 Mar 184.13 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical37.8%
Basic Materials22.52%
Industrials10.74%
Consumer Defensive6.49%
Health Care6.31%
Financial Services5.49%
Technology3.49%
Communication Services2.3%
Asset Allocation
Asset ClassValue
Cash4.34%
Equity95.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | CHAMBLFERT
4%₹337 Cr7,375,125
↓ -208,985
GHCL Ltd (Basic Materials)
Equity, Since 30 Nov 17 | GHCL
3%₹298 Cr4,812,708
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹295 Cr8,322,869
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | TIINDIA
3%₹290 Cr1,556,178
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
3%₹280 Cr312,546
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | KPRMILL
3%₹270 Cr4,289,187
↓ -25,062
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL
3%₹262 Cr1,289,228
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | TRIVENI
3%₹252 Cr7,871,670
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | SFL
3%₹249 Cr706,706
↓ -25,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | IPCALAB
3%₹244 Cr2,414,384

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 13.8% since its launch.  Ranked 11 in Small Cap category.  Return for 2021 was 56.4% , 2020 was 18.7% and 2019 was -5% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (18 May 22) ₹82.809 ↑ 0.01   (0.01 %)
Net Assets (Cr) ₹6,951 on 31 Mar 22
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 1.76
Information Ratio -0.67
Alpha Ratio 3.88
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 Apr 17₹10,000
30 Apr 18₹11,584
30 Apr 19₹10,023
30 Apr 20₹6,959
30 Apr 21₹12,782
30 Apr 22₹16,757

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 May 22

DurationReturns
1 Month -8.3%
3 Month -6.1%
6 Month -11%
1 Year 16.2%
3 Year 17.1%
5 Year 9.1%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0715.09 Yr.
Sandeep Manam18 Oct 210.53 Yr.

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

Equity Sector Allocation
SectorValue
Industrials26.15%
Financial Services15.46%
Consumer Cyclical15.29%
Basic Materials11.78%
Health Care6.32%
Real Estate6.25%
Consumer Defensive5.92%
Technology3.88%
Communication Services3.48%
Energy1.71%
Asset Allocation
Asset ClassValue
Cash3.56%
Equity96.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
5%₹323 Cr1,387,967
↓ -100,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE
5%₹317 Cr6,950,570
↓ -201,154
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH
3%₹226 Cr4,077,593
GHCL Ltd (Basic Materials)
Equity, Since 30 Sep 16 | GHCL
3%₹206 Cr3,333,472
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
3%₹206 Cr5,051,976
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹200 Cr1,161,988
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | KPRMILL
3%₹199 Cr3,160,269
↓ -120,091
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | EQUITAS
3%₹192 Cr17,172,603
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 19 | TIINDIA
3%₹187 Cr1,000,416
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
3%₹186 Cr1,633,713
↓ -50,000

7. HDFC Small Cap Fund

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

HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 9 in Small Cap category.  Return for 2021 was 64.9% , 2020 was 20.2% and 2019 was -9.5% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (18 May 22) ₹67.392 ↓ -0.06   (-0.09 %)
Net Assets (Cr) ₹12,677 on 31 Mar 22
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.92
Sharpe Ratio 1.53
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
30 Apr 17₹10,000
30 Apr 18₹13,358
30 Apr 19₹11,984
30 Apr 20₹8,035
30 Apr 21₹15,286
30 Apr 22₹20,128

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 ₹426,080.
Net Profit of ₹126,080
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 18 May 22

DurationReturns
1 Month -9.3%
3 Month -5.6%
6 Month -9.1%
1 Year 15.6%
3 Year 17.8%
5 Year 13%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
2013 7.5%
2012 31.6%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 147.85 Yr.
Sankalp Baid22 Jan 211.27 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical21.29%
Industrials20.79%
Technology15.17%
Basic Materials13.57%
Financial Services9.13%
Health Care6.09%
Consumer Defensive4.62%
Communication Services3.14%
Asset Allocation
Asset ClassValue
Cash6.2%
Equity93.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
5%₹616 Cr5,615,001
↑ 14,200
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
5%₹599 Cr47,900,000
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
5%₹595 Cr7,907,346
↑ 133,243
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 18 | CHAMBLFERT
4%₹569 Cr12,443,364
↓ -334,233
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹439 Cr1,823,362
↑ 15,250
Vardhman Textiles Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | VTL
3%₹402 Cr9,211,551
↓ -196,279
Sharda Cropchem Ltd (Basic Materials)
Equity, Since 31 Mar 18 | SHARDACROP
3%₹352 Cr5,656,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | RADICO
2%₹321 Cr3,566,526
↑ 9,526
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA
2%₹316 Cr28,000,000
↑ 950,000
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
2%₹314 Cr16,337,276
↑ 87,276

8. Kotak Emerging Equity Scheme

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

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 12 in Mid Cap category.  Return for 2021 was 47.3% , 2020 was 21.9% and 2019 was 8.9% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (18 May 22) ₹67.909 ↑ 0.21   (0.31 %)
Net Assets (Cr) ₹18,635 on 31 Mar 22
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 1.84
Information Ratio 0.36
Alpha Ratio 4.21
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 Apr 17₹10,000
30 Apr 18₹11,414
30 Apr 19₹10,479
30 Apr 20₹9,171
30 Apr 21₹15,923
30 Apr 22₹19,942

Kotak Emerging Equity Scheme SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 May 22

DurationReturns
1 Month -7.5%
3 Month -2.7%
6 Month -7.3%
1 Year 13.7%
3 Year 22.7%
5 Year 13.4%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 47.3%
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
2012 48%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1011.87 Yr.

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

Equity Sector Allocation
SectorValue
Industrials22.2%
Basic Materials22.08%
Consumer Cyclical20.73%
Financial Services11.56%
Health Care7.15%
Technology4.62%
Real Estate2.82%
Consumer Defensive2.79%
Utility0.97%
Energy0.76%
Communication Services0.13%
Asset Allocation
Asset ClassValue
Cash4.2%
Equity95.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
4%₹865 Cr3,746,707
↓ -224,855
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹780 Cr1,805,257
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | SUPREMEIND
4%₹776 Cr3,986,320
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹661 Cr3,116,715
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | COROMANDEL
3%₹592 Cr6,618,521
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | CUMMINSIND
3%₹569 Cr5,526,653
↑ 460,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL
3%₹569 Cr1,617,502
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY
3%₹550 Cr5,731,628
↑ 150,000
SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
3%₹538 Cr1,600,185
↑ 111,088
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹537 Cr1,946,755
↑ 15,000

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 23.5% since its launch.  Ranked 13 in Mid Cap category.  Return for 2021 was 37.5% , 2020 was 11.8% and 2019 was -0.3% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (18 May 22) ₹649.368 ↑ 0.84   (0.13 %)
Net Assets (Cr) ₹7,123 on 31 Mar 22
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 1.6
Information Ratio -1.22
Alpha Ratio 2.38
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 Apr 17₹10,000
30 Apr 18₹11,299
30 Apr 19₹9,728
30 Apr 20₹7,637
30 Apr 21₹12,141
30 Apr 22₹14,759

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 ₹357,992.
Net Profit of ₹57,992
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 18 May 22

DurationReturns
1 Month -7.8%
3 Month -4.6%
6 Month -10.9%
1 Year 10.9%
3 Year 13.2%
5 Year 6.8%
10 Year
15 Year
Since launch 23.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
2012 38%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 211.18 Yr.
Ratish Varier24 Feb 211.18 Yr.
Rohit Seksaria1 Jan 220.33 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services22.23%
Consumer Cyclical19.25%
Industrials16.12%
Basic Materials10.42%
Health Care9.21%
Technology7.9%
Consumer Defensive4.13%
Utility2.73%
Communication Services1.16%
Energy0.92%
Real Estate0.64%
Asset Allocation
Asset ClassValue
Cash5.3%
Equity94.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹238 Cr1,225,535
MindTree Ltd (Technology)
Equity, Since 31 Jul 20 | 532819
3%₹216 Cr500,927
↓ -37,016
SRF Ltd (Basic Materials)
Equity, Since 31 Oct 20 | SRF
3%₹210 Cr782,831
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
3%₹198 Cr2,762,472
↓ -58,217
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹195 Cr1,085,736
↓ -42,959
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹194 Cr429,567
↓ -9,237
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹188 Cr19,328,108
↑ 399,927
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | 532215
3%₹183 Cr2,406,977
↑ 45,214
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 532827
3%₹178 Cr41,292
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 20 | NAVINFLUOR
2%₹178 Cr435,083

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 18% since its launch.  Ranked 5 in Mid Cap category.  Return for 2021 was 30.4% , 2020 was 19% and 2019 was -0.2% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (18 May 22) ₹190.37 ↑ 0.44   (0.23 %)
Net Assets (Cr) ₹6,608 on 31 Mar 22
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 1.1
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
30 Apr 17₹10,000
30 Apr 18₹11,921
30 Apr 19₹10,549
30 Apr 20₹8,942
30 Apr 21₹14,176
30 Apr 22₹16,234

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 ₹376,357.
Net Profit of ₹76,357
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 18 May 22

DurationReturns
1 Month -6.5%
3 Month -3.4%
6 Month -10%
1 Year 5.4%
3 Year 14.7%
5 Year 8.5%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2021 30.4%
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
2012 38.1%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat17 Dec 192.37 Yr.
Vihang Naik28 Jun 165.84 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services18.68%
Industrials17.91%
Basic Materials16.28%
Health Care13.82%
Consumer Cyclical12.37%
Consumer Defensive5.97%
Technology5.58%
Real Estate2.67%
Communication Services2.06%
Energy0.83%
Utility0.34%
Asset Allocation
Asset ClassValue
Cash3.49%
Equity96.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | EMAMILTD
4%₹259 Cr5,275,057
Mphasis Ltd (Technology)
Equity, Since 30 Apr 16 | MPHASIS
4%₹248 Cr873,712
Blue Dart Express Ltd (Industrials)
Equity, Since 31 Dec 17 | BLUEDART
4%₹232 Cr339,223
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | CUMMINSIND
3%₹201 Cr1,949,500
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | IPCALAB
3%₹190 Cr1,875,600
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RATNAMANI
3%₹189 Cr804,319
CRISIL Ltd (Financial Services)
Equity, Since 31 Mar 17 | CRISIL
3%₹187 Cr508,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
3%₹186 Cr2,522,300
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 May 13 | BAYERCROP
3%₹179 Cr385,382
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | INDHOTEL
3%₹168 Cr6,537,855

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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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