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Fincash » Mutual Funds » Best Small & Mid Cap Funds

Best Mid & Small Cap Equity Mutual Funds 2024

Updated on February 20, 2024 , 2922 views

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

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

small-mid-cap

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Top 10 Best Mid & Small Cap Funds To Invest In 2024

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Emerging Businesses Fund Growth ₹71.8441
↑ 0.03
₹13,9819.120.651.935.625.746.1
Aditya Birla Sun Life Small Cap Fund Growth ₹74.1654
↑ 0.14
₹5,4917.51546.42218.939.4
SBI Small Cap Fund Growth ₹149.945
↑ 0.17
₹24,8629.514.435.925.225.725.3
Franklin India Smaller Companies Fund Growth ₹151.47
↑ 0.47
₹11,83411.525.558.132.525.152.1
Nippon India Small Cap Fund Growth ₹143.351
↑ 0.72
₹45,89411.321.757.636.831.448.9
L&T Midcap Fund Growth ₹314.536
↑ 2.33
₹9,46716.428.353.423.320.540
HDFC Small Cap Fund Growth ₹121.563
↑ 0.36
₹28,60711.719.45332.924.844.8
Sundaram Mid Cap Fund Growth ₹1,102.61
↑ 8.54
₹10,11214.725.652.124.820.940.4
DSP BlackRock Small Cap Fund  Growth ₹164.256
↑ 0.30
₹13,8597.716.94829.226.941.2
Kotak Emerging Equity Scheme Growth ₹102.693
↑ 0.82
₹39,0279.115.335.62323.931.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Feb 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 22.3% 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 (22 Feb 24) ₹71.8441 ↑ 0.03   (0.04 %)
Net Assets (Cr) ₹13,981 on 31 Jan 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 3.31
Information Ratio 0.75
Alpha Ratio 7
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,015
31 Jan 21₹11,130
31 Jan 22₹19,712
31 Jan 23₹19,989
31 Jan 24₹30,809

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 ₹570,326.
Net Profit of ₹270,326
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 22 Feb 24

DurationReturns
1 Month 2.1%
3 Month 9.1%
6 Month 20.6%
1 Year 51.9%
3 Year 35.6%
5 Year 25.7%
10 Year
15 Year
Since launch 22.3%
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 194.13 Yr.
Cheenu Gupta1 Oct 230.34 Yr.
Sonal Gupta1 Oct 230.34 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials35.44%
Basic Materials14.87%
Consumer Cyclical14.35%
Technology10.77%
Financial Services8.57%
Real Estate5.84%
Health Care4.86%
Consumer Defensive2.45%
Energy0.85%
Communication Services0.49%
Asset Allocation
Asset ClassValue
Cash1.51%
Equity98.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹425 Cr701,601
↓ -12,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
3%₹411 Cr4,981,639
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | SONATSOFTW
3%₹364 Cr4,896,490
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | BRIGADE
3%₹340 Cr3,791,618
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
3%₹331 Cr2,188,200
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹320 Cr985,358
Birlasoft Ltd (Technology)
Equity, Since 31 Aug 20 | BSOFT
2%₹319 Cr4,417,943
↓ -178,257
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹293 Cr870,422
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | EIHOTEL
2%₹250 Cr10,023,622
Maharashtra Seamless Ltd (Basic Materials)
Equity, Since 31 Dec 16 | MAHSEAMLES
2%₹241 Cr2,607,628

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 12.6% 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 (22 Feb 24) ₹74.1654 ↑ 0.14   (0.20 %)
Net Assets (Cr) ₹5,491 on 31 Jan 24
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.43
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹9,994
31 Jan 21₹11,314
31 Jan 22₹16,991
31 Jan 23₹15,964
31 Jan 24₹23,296

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 ₹481,656.
Net Profit of ₹181,656
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 22 Feb 24

DurationReturns
1 Month 0.1%
3 Month 7.5%
6 Month 15%
1 Year 46.4%
3 Year 22%
5 Year 18.9%
10 Year
15 Year
Since launch 12.6%
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 221.33 Yr.
Dhaval Joshi21 Nov 221.2 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials25.71%
Consumer Cyclical19.54%
Financial Services15.55%
Technology10.02%
Basic Materials6.37%
Health Care6.26%
Consumer Defensive5.78%
Real Estate4.48%
Communication Services0.87%
Utility0.16%
Asset Allocation
Asset ClassValue
Cash4.47%
Equity95.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
2%₹131 Cr346,400
TeamLease Services Ltd (Industrials)
Equity, Since 30 Jun 23 | TEAMLEASE
2%₹125 Cr389,550
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹117 Cr223,165
Sanofi India Ltd (Healthcare)
Equity, Since 31 Jul 21 | SANOFI
2%₹117 Cr144,433
↑ 35,000
Go Fashion (India) Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543401
2%₹115 Cr917,687
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG
2%₹112 Cr1,072,811
Prince Pipes And Fittings Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 19 | PRINCEPIPE
2%₹104 Cr1,401,454
↑ 213,884
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹99 Cr856,177
↑ 34,551
Birlasoft Ltd (Technology)
Equity, Since 30 Sep 21 | BSOFT
2%₹97 Cr1,346,703
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Mar 23 | RHIM
2%₹95 Cr1,175,871

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 20.6% 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 (22 Feb 24) ₹149.945 ↑ 0.17   (0.11 %)
Net Assets (Cr) ₹24,862 on 31 Jan 24
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.24
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹11,879
31 Jan 21₹14,808
31 Jan 22₹21,673
31 Jan 23₹23,152
31 Jan 24₹30,797

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 ₹570,326.
Net Profit of ₹270,326
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 22 Feb 24

DurationReturns
1 Month 4%
3 Month 9.5%
6 Month 14.4%
1 Year 35.9%
3 Year 25.2%
5 Year 25.7%
10 Year
15 Year
Since launch 20.6%
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 1310.22 Yr.
Mohit Jain30 Nov 176.18 Yr.

Data below for SBI Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials30.03%
Consumer Cyclical19.14%
Financial Services11.62%
Basic Materials10.83%
Consumer Defensive4.79%
Utility2.91%
Health Care2.06%
Real Estate1.68%
Communication Services1.66%
Asset Allocation
Asset ClassValue
Cash15.22%
Equity84.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹890 Cr9,400,000
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹696 Cr32,999,900
↑ 9,604,331
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
3%₹677 Cr9,716,991
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL
3%₹638 Cr9,000,000
SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543959
3%₹626 Cr69,999,999
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 541233
3%₹599 Cr50,000,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
2%₹581 Cr38,999,900
↑ 14,999,900
CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 543441
2%₹574 Cr15,000,000
SJVN Ltd (Utilities)
Equity, Since 31 Mar 23 | SJVN
2%₹556 Cr61,093,286
↓ -6,286,399
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
2%₹550 Cr4,939,842

4. 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 16.2% 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 (22 Feb 24) ₹151.47 ↑ 0.47   (0.31 %)
Net Assets (Cr) ₹11,834 on 31 Jan 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.8
Information Ratio 0.01
Alpha Ratio 14.37
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,178
31 Jan 21₹11,682
31 Jan 22₹17,790
31 Jan 23₹18,435
31 Jan 24₹29,443

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 ₹570,326.
Net Profit of ₹270,326
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 22 Feb 24

DurationReturns
1 Month 1.4%
3 Month 11.5%
6 Month 25.5%
1 Year 58.1%
3 Year 32.5%
5 Year 25.1%
10 Year
15 Year
Since launch 16.2%
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 1113.01 Yr.
Sandeep Manam18 Oct 212.29 Yr.
Akhil Kalluri8 Sep 221.4 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials25.64%
Financial Services20.03%
Consumer Cyclical11.75%
Health Care7.14%
Basic Materials7.09%
Technology6.95%
Real Estate5.98%
Consumer Defensive4.99%
Utility0.94%
Communication Services0.91%
Energy0.52%
Asset Allocation
Asset ClassValue
Cash6.71%
Equity93.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
4%₹507 Cr48,064,081
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE
4%₹481 Cr5,368,691
↓ -375,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹344 Cr1,387,967
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹310 Cr8,763,469
↓ -150,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹305 Cr954,140
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | KPITTECH
2%₹283 Cr1,872,610
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | JYOTHYLAB
2%₹274 Cr5,713,765
↓ -339,269
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | KARURVYSYA
2%₹260 Cr15,398,917
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹258 Cr1,588,976
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
2%₹225 Cr2,259,945

5. 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 21.9% since its launch.  Ranked 6 in Small Cap category.  Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (22 Feb 24) ₹143.351 ↑ 0.72   (0.51 %)
Net Assets (Cr) ₹45,894 on 31 Jan 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 3.49
Information Ratio 1.06
Alpha Ratio 8.21
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,906
31 Jan 21₹13,236
31 Jan 22₹22,842
31 Jan 23₹24,230
31 Jan 24₹37,971

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 ₹657,502.
Net Profit of ₹357,502
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 22 Feb 24

DurationReturns
1 Month 1.8%
3 Month 11.3%
6 Month 21.7%
1 Year 57.6%
3 Year 36.8%
5 Year 31.4%
10 Year
15 Year
Since launch 21.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.08 Yr.
Kinjal Desai25 May 185.69 Yr.
Tejas Sheth1 Feb 231 Yr.

Data below for Nippon India Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials31.08%
Financial Services14.01%
Consumer Cyclical11.49%
Basic Materials10.73%
Technology9.55%
Consumer Defensive7.61%
Health Care7.6%
Communication Services1.85%
Utility1.03%
Energy0.6%
Real Estate0.31%
Asset Allocation
Asset ClassValue
Cash3.57%
Equity96.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
3%₹1,157 Cr3,267,559
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹829 Cr4,850,000
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹666 Cr4,400,000
↓ -356,932
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹654 Cr1,080,116
↓ -40,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | BHEL
1%₹646 Cr33,400,245
↓ -2,922,950
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
1%₹592 Cr1,851,010
Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP
1%₹569 Cr872,720
Cyient Ltd (Industrials)
Equity, Since 31 Mar 12 | CYIENT
1%₹568 Cr2,477,151
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA
1%₹537 Cr31,784,062
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹522 Cr614,625

6. 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 19.3% 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 (22 Feb 24) ₹314.536 ↑ 2.33   (0.75 %)
Net Assets (Cr) ₹9,467 on 31 Jan 24
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 2.82
Information Ratio -1.55
Alpha Ratio 1.53
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,944
31 Jan 21₹12,202
31 Jan 22₹15,959
31 Jan 23₹16,148
31 Jan 24₹23,719

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 ₹505,644.
Net Profit of ₹205,644
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 22 Feb 24

DurationReturns
1 Month 6.1%
3 Month 16.4%
6 Month 28.3%
1 Year 53.4%
3 Year 23.3%
5 Year 20.5%
10 Year
15 Year
Since launch 19.3%
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 230.34 Yr.
Cheenu Gupta26 Nov 221.18 Yr.
Sonal Gupta1 Oct 230.34 Yr.

Data below for L&T Midcap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services20.21%
Industrials17.03%
Basic Materials15.15%
Health Care14.2%
Consumer Cyclical12.43%
Technology5.01%
Real Estate4.4%
Consumer Defensive3.75%
Utility3.13%
Communication Services2.21%
Energy2.06%
Asset Allocation
Asset ClassValue
Cash0.41%
Equity99.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RATNAMANI
4%₹351 Cr1,043,486
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 21 | PFC
3%₹320 Cr8,363,250
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | SUNDARMFIN
3%₹261 Cr743,568
AIA Engineering Ltd (Industrials)
Equity, Since 31 Dec 16 | AIAENG
2%₹229 Cr621,300
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | IPCALAB
2%₹217 Cr1,946,300
3M India Ltd (Industrials)
Equity, Since 30 Sep 19 | 3MINDIA
2%₹211 Cr56,500
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 17 | OBEROIRLTY
2%₹205 Cr1,418,750
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | BOSCHLTD
2%₹204 Cr91,935
↓ -4,318
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
2%₹202 Cr1,984,200
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
2%₹200 Cr995,400

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 17% 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 (22 Feb 24) ₹121.563 ↑ 0.36   (0.30 %)
Net Assets (Cr) ₹28,607 on 31 Jan 24
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 3.38
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹9,678
31 Jan 21₹11,167
31 Jan 22₹18,172
31 Jan 23₹19,039
31 Jan 24₹29,339

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 ₹556,833.
Net Profit of ₹256,833
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 22 Feb 24

DurationReturns
1 Month 2.3%
3 Month 11.7%
6 Month 19.4%
1 Year 53%
3 Year 32.9%
5 Year 24.8%
10 Year
15 Year
Since launch 17%
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 149.6 Yr.
Dhruv Muchhal22 Jun 230.61 Yr.

Data below for HDFC Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials24.13%
Consumer Cyclical18.06%
Technology13.02%
Financial Services12.82%
Health Care10.58%
Basic Materials5.41%
Consumer Defensive3.31%
Communication Services3.18%
Utility0.27%
Asset Allocation
Asset ClassValue
Cash9.21%
Equity90.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
5%₹1,387 Cr18,679,810
↓ -431,336
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA
4%₹990 Cr42,828,792
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
4%₹966 Cr52,272,662
↑ 1,283,954
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹902 Cr3,480,207
↑ 5,822
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
3%₹684 Cr16,680,886
IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC
2%₹647 Cr51,071,544
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
2%₹638 Cr6,527,764
↓ -140,716
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Dec 20 | EQUITASBNK
2%₹603 Cr57,126,840
PVR INOX Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX
2%₹579 Cr3,490,141
↑ 628,725
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
2%₹578 Cr5,846,355
↑ 158,926

8. 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 24.4% 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 (22 Feb 24) ₹1,102.61 ↑ 8.54   (0.78 %)
Net Assets (Cr) ₹10,112 on 31 Jan 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.74
Information Ratio -1.21
Alpha Ratio -0.89
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹11,022
31 Jan 21₹11,745
31 Jan 22₹15,890
31 Jan 23₹16,398
31 Jan 24₹24,354

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 ₹505,644.
Net Profit of ₹205,644
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 22 Feb 24

DurationReturns
1 Month 3.7%
3 Month 14.7%
6 Month 25.6%
1 Year 52.1%
3 Year 24.8%
5 Year 20.9%
10 Year
15 Year
Since launch 24.4%
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 212.94 Yr.
Ratish Varier24 Feb 212.94 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services23.69%
Industrials18.92%
Consumer Cyclical17.33%
Health Care10.53%
Basic Materials8.78%
Technology5.82%
Utility2.73%
Consumer Defensive2.41%
Communication Services2.31%
Real Estate2.25%
Energy1.21%
Asset Allocation
Asset ClassValue
Cash3.74%
Equity95.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | PFC
5%₹459 Cr12,000,000
↓ -284,897
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹345 Cr22,120,395
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹324 Cr914,499
↑ 60,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹298 Cr8,420,000
↓ -52,361
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
3%₹276 Cr1,343,079
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND
3%₹271 Cr1,380,221
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | TRENT
3%₹270 Cr882,784
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS
3%₹260 Cr6,200,000
↓ -191,007
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 13 | CHOLAFIN
2%₹232 Cr1,838,054
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY
2%₹223 Cr1,542,010

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 18.3% 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 (22 Feb 24) ₹164.256 ↑ 0.30   (0.18 %)
Net Assets (Cr) ₹13,859 on 31 Jan 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.33
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹11,173
31 Jan 21₹13,686
31 Jan 22₹21,934
31 Jan 23₹21,773
31 Jan 24₹32,016

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 22 Feb 24

DurationReturns
1 Month 1%
3 Month 7.7%
6 Month 16.9%
1 Year 48%
3 Year 29.2%
5 Year 26.9%
10 Year
15 Year
Since launch 18.3%
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 1013.62 Yr.
Jay Kothari1 Mar 1310.93 Yr.
Resham Jain16 Mar 185.88 Yr.
Abhishek Ghosh1 Sep 221.42 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical26.67%
Industrials22.56%
Basic Materials18.92%
Health Care7.9%
Consumer Defensive7.88%
Financial Services6.37%
Technology2.96%
Communication Services0.89%
Utility0.44%
Asset Allocation
Asset ClassValue
Cash5.33%
Equity94.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
6%₹756 Cr3,294,894
↓ -5,803
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹399 Cr1,541,488
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹379 Cr9,323,935
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | IPCALAB
3%₹362 Cr3,251,899
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
3%₹352 Cr1,045,261
↓ -62,178
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | TRIVENI
3%₹344 Cr9,987,384
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
2%₹325 Cr6,381,146
↑ 338,778
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | WELCORP
2%₹322 Cr5,882,213
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL
2%₹289 Cr1,289,228
Engineers India Ltd (Industrials)
Equity, Since 31 Jan 23 | ENGINERSIN
2%₹282 Cr16,434,604

10. 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 14.8% 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 (22 Feb 24) ₹102.693 ↑ 0.82   (0.81 %)
Net Assets (Cr) ₹39,027 on 31 Jan 24
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.46
Sharpe Ratio 2.59
Information Ratio -1.22
Alpha Ratio -0.52
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹12,113
31 Jan 21₹14,020
31 Jan 22₹20,175
31 Jan 23₹20,921
31 Jan 24₹28,328

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 ₹543,623.
Net Profit of ₹243,623
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 22 Feb 24

DurationReturns
1 Month 1.8%
3 Month 9.1%
6 Month 15.3%
1 Year 35.6%
3 Year 23%
5 Year 23.9%
10 Year
15 Year
Since launch 14.8%
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 240.03 Yr.
Arjun Khanna30 Apr 221.76 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials21.25%
Consumer Cyclical20.4%
Basic Materials19.89%
Financial Services12.9%
Health Care6.64%
Technology6.45%
Real Estate3%
Consumer Defensive2.04%
Energy0.89%
Utility0.62%
Communication Services0.3%
Asset Allocation
Asset ClassValue
Cash5.62%
Equity94.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | SUPREMEIND
5%₹1,751 Cr3,855,391
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹1,407 Cr1,903,852
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
4%₹1,385 Cr2,059,015
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹1,192 Cr3,720,463
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY
3%₹1,156 Cr8,010,973
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | CUMMINSIND
3%₹1,152 Cr5,863,399
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 18 | BEL
3%₹1,015 Cr55,087,745
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | BHARATFORG
3%₹1,007 Cr8,132,726
Sundaram Finance Ltd (Financial Services)
Equity, Since 31 Jan 16 | SUNDARMFIN
2%₹962 Cr2,743,104
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | COROMANDEL
2%₹947 Cr7,565,556

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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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