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Fincash » Mutual Funds » Best Small & Mid Cap Funds

Best Mid & Small Cap Equity Mutual Funds 2021

Updated on January 11, 2021 , 1509 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 (%)
SBI Small Cap Fund Growth ₹74.1247
↓ -0.47
₹6,20227.548.735.24.417.833.6
Aditya Birla Sun Life Small Cap Fund Growth ₹38.193
↓ -0.09
₹2,40327.252.117.7-5.89.219.8
L&T Emerging Businesses Fund Growth ₹27.594
↑ 0.06
₹5,75126.547.416.5-2.513.215.5
DSP BlackRock Small Cap Fund  Growth ₹73.518
↓ -0.15
₹5,79122.74829.50.111.833.1
Nippon India Small Cap Fund Growth ₹52.2007
↓ -0.06
₹10,39826.148.427.91.71529.2
Kotak Emerging Equity Scheme Growth ₹52.169
↑ 0.19
₹8,6542743.824.26.915.721.9
Franklin India Smaller Companies Fund Growth ₹62.6065
↑ 0.20
₹6,1523256.520.8-110.418.7
HDFC Small Cap Fund Growth ₹48.226
↓ -0.12
₹9,32325.947.920.30.213.420.2
L&T Midcap Fund Growth ₹163.95
↑ 0.64
₹6,18020.736.319.51.813.419
Sundaram Mid Cap Fund Growth ₹544.247
↑ 2.15
₹5,81926.538.714-0.610.511.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 21

1. SBI Small Cap Fund

(Erstwhile SBI Small & Midcap Fund)

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

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.3% 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 (14 Jan 21) ₹74.1247 ↓ -0.47   (-0.63 %)
Net Assets (Cr) ₹6,202 on 30 Nov 20
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 0.66
Information Ratio 0.91
Alpha Ratio 0.51
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,129
31 Dec 17₹18,097
31 Dec 18₹14,546
31 Dec 19₹15,433
31 Dec 20₹20,621

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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for SBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 5.6%
3 Month 27.5%
6 Month 48.7%
1 Year 35.2%
3 Year 4.4%
5 Year 17.8%
10 Year
15 Year
Since launch 19.3%
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 137.13 Yr.

Data below for SBI Small Cap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Industrials34.61%
Consumer Cyclical20.64%
Basic Materials17.35%
Consumer Defensive7.47%
Financial Services6.49%
Health Care4.79%
Technology2.03%
Communication Services1.66%
Asset Allocation
Asset ClassValue
Cash4.75%
Equity95.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
5%₹337 Cr22,000,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 18 | JKCEMENT
5%₹326 Cr1,700,000
↓ -100,700
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹232 Cr2,900,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹231 Cr1,330,000
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
3%₹222 Cr11,900,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Jun 15 | 508486
3%₹217 Cr370,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
3%₹215 Cr5,300,000
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Dec 19 | NH
3%₹211 Cr4,700,280
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
3%₹210 Cr11,683,926
↓ -1,316,074
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532504
3%₹206 Cr790,000

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 10.2% 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 (14 Jan 21) ₹38.193 ↓ -0.09   (-0.25 %)
Net Assets (Cr) ₹2,403 on 30 Nov 20
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio 0.42
Information Ratio 0.12
Alpha Ratio -1.32
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,966
31 Dec 17₹17,183
31 Dec 18₹13,292
31 Dec 19₹11,758
31 Dec 20₹14,085

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 ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 6.7%
3 Month 27.2%
6 Month 52.1%
1 Year 17.7%
3 Year -5.8%
5 Year 9.2%
10 Year
15 Year
Since launch 10.2%
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 200.63 Yr.
Dhaval Gala14 May 200.63 Yr.
Nitesh Jain14 May 200.63 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Basic Materials21.1%
Financial Services15.49%
Industrials14.81%
Consumer Cyclical12.44%
Consumer Defensive10.32%
Health Care9.41%
Technology9%
Communication Services4.43%
Real Estate1.08%
Utility1.08%
Asset Allocation
Asset ClassValue
Cash0.85%
Equity99.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 506401
4%₹87 Cr928,959
↓ -66,177
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
3%₹77 Cr400,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
3%₹64 Cr1,200,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 19 | MCX
3%₹62 Cr356,119
Strides Pharma Science Ltd (Healthcare)
Equity, Since 30 Jun 20 | STAR
2%₹60 Cr684,095
KEC International Ltd (Industrials)
Equity, Since 30 Sep 15 | 532714
2%₹57 Cr1,564,266
↓ -193,587
Johnson Controls - Hitachi Air Conditioning India Ltd (Technology)
Equity, Since 31 Oct 17 | 523398
2%₹57 Cr212,929
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 May 20 | 532497
2%₹56 Cr1,230,984
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
2%₹56 Cr1,095,078
Just Dial Ltd (Communication Services)
Equity, Since 30 Nov 19 | 535648
2%₹55 Cr865,783

3. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 16.4% 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 (14 Jan 21) ₹27.594 ↑ 0.06   (0.22 %)
Net Assets (Cr) ₹5,751 on 30 Nov 20
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.95
Sharpe Ratio 0.32
Information Ratio -0.27
Alpha Ratio -14.01
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹11,021
31 Dec 17₹18,350
31 Dec 18₹15,832
31 Dec 19₹14,542
31 Dec 20₹16,790

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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 7.3%
3 Month 26.5%
6 Month 47.4%
1 Year 16.5%
3 Year -2.5%
5 Year 13.2%
10 Year
15 Year
Since launch 16.4%
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 191.04 Yr.
Vihang Naik17 Dec 191.04 Yr.
Alok Ranjan1 Oct 191.25 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Industrials25.44%
Basic Materials21.07%
Consumer Cyclical16.23%
Technology11.94%
Consumer Defensive8.1%
Health Care6.51%
Real Estate4.93%
Financial Services3.68%
Energy0.89%
Utility0.69%
Asset Allocation
Asset ClassValue
Cash0.53%
Equity99.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
3%₹197 Cr1,296,940
↓ -173,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
3%₹185 Cr2,112,579
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 29 Feb 20 | 506401
3%₹160 Cr1,699,700
Emami Ltd (Consumer Defensive)
Equity, Since 30 Jun 19 | 531162
2%₹141 Cr3,332,700
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | 532221
2%₹141 Cr3,575,700
↑ 410,100
VST Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | 509966
2%₹131 Cr352,336
↓ -464
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 20 | 543064
2%₹125 Cr2,765,668
↓ -28,932
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
2%₹124 Cr1,734,948
Finolex Industries Ltd (Industrials)
Equity, Since 28 Feb 18 | FINPIPE
2%₹117 Cr1,811,699
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 500038
2%₹114 Cr6,631,433
↑ 699,620

4. DSP BlackRock Small Cap Fund 

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% 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 (14 Jan 21) ₹73.518 ↓ -0.15   (-0.20 %)
Net Assets (Cr) ₹5,791 on 30 Nov 20
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.01
Sharpe Ratio 0.74
Information Ratio 0.37
Alpha Ratio 3.72
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹11,275
31 Dec 17₹16,097
31 Dec 18₹12,000
31 Dec 19₹12,089
31 Dec 20₹16,093

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 14 Jan 21

DurationReturns
1 Month 4.7%
3 Month 22.7%
6 Month 48%
1 Year 29.5%
3 Year 0.1%
5 Year 11.8%
10 Year
15 Year
Since launch 15.8%
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 1010.54 Yr.
Jay Kothari1 Mar 137.84 Yr.
Resham Jain16 Mar 182.8 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Nov 20

Equity Sector Allocation
SectorValue
Consumer Cyclical32.63%
Basic Materials26.6%
Industrials12.13%
Health Care8.95%
Financial Services7.35%
Consumer Defensive4.33%
Technology3.5%
Communication Services1.01%
Asset Allocation
Asset ClassValue
Cash3.45%
Equity96.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
5%₹278 Cr433,042
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
4%₹258 Cr1,177,305
↓ -81,426
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 10 | 533758
4%₹223 Cr2,520,035
↓ -77,085
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 19 | 540762
3%₹205 Cr2,562,150
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
3%₹194 Cr1,230,588
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹188 Cr1,255,308
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | 500085
3%₹174 Cr7,642,403
Manappuram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | 531213
3%₹169 Cr10,188,255
Welspun India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 18 | 514162
2%₹149 Cr21,943,370
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 532509
2%₹149 Cr7,442,427

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 17.3% 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 (14 Jan 21) ₹52.2007 ↓ -0.06   (-0.12 %)
Net Assets (Cr) ₹10,398 on 30 Nov 20
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 2.49
Sharpe Ratio 0.58
Information Ratio 1.33
Alpha Ratio 3.55
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,556
31 Dec 17₹17,204
31 Dec 18₹14,332
31 Dec 19₹13,972
31 Dec 20₹18,057

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 ₹436,710.
Net Profit of ₹136,710
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 14 Jan 21

DurationReturns
1 Month 7.4%
3 Month 26.1%
6 Month 48.4%
1 Year 27.9%
3 Year 1.7%
5 Year 15%
10 Year
15 Year
Since launch 17.3%
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 Yr.
Kinjal Desai25 May 182.61 Yr.

Data below for Nippon India Small Cap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Basic Materials22.12%
Industrials21.68%
Consumer Defensive12.11%
Consumer Cyclical11.44%
Financial Services10.98%
Technology8.85%
Health Care5.37%
Communication Services4.25%
Utility2.18%
Real Estate0.19%
Asset Allocation
Asset ClassValue
Cash0.83%
Equity99.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 506401
5%₹493 Cr5,234,823
↓ -234,564
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
3%₹317 Cr1,213,866
↓ -67,172
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
3%₹313 Cr3,907,764
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | 541770
2%₹272 Cr3,592,311
Affle India Ltd (Communication Services)
Equity, Since 31 Jul 19 | 542752
2%₹265 Cr700,000
↓ -158,022
Orient Electric Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 18 | 541301
2%₹245 Cr10,900,000
↓ -146,249
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 16 | 500031
2%₹238 Cr3,891,951
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 May 19 | 500800
2%₹236 Cr4,000,000
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 29 Feb 20 | 540750
2%₹221 Cr9,690,221
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | 540699
2%₹218 Cr162,000
↓ -51,561

6. Kotak Emerging Equity Scheme

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

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% 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 (14 Jan 21) ₹52.169 ↑ 0.19   (0.36 %)
Net Assets (Cr) ₹8,654 on 30 Nov 20
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.76
Sharpe Ratio 0.51
Information Ratio 0.71
Alpha Ratio 1.94
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹11,036
31 Dec 17₹15,782
31 Dec 18₹13,932
31 Dec 19₹15,166
31 Dec 20₹18,485

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 ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 7.5%
3 Month 27%
6 Month 43.8%
1 Year 24.2%
3 Year 6.9%
5 Year 15.7%
10 Year
15 Year
Since launch 12.7%
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 1010.54 Yr.

Data below for Kotak Emerging Equity Scheme as on 30 Nov 20

Equity Sector Allocation
SectorValue
Basic Materials25.76%
Consumer Cyclical21.96%
Industrials18.55%
Financial Services13.19%
Health Care8.36%
Consumer Defensive4.16%
Technology3.18%
Real Estate2.44%
Utility1.11%
Energy0.41%
Communication Services0.2%
Asset Allocation
Asset ClassValue
Cash0.69%
Equity99.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 509930
6%₹514 Cr3,152,732
↑ 20,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
4%₹372 Cr4,560,718
↑ 272,599
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Aug 13 | RAMCOCEM
4%₹333 Cr4,180,461
↑ 200,000
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹306 Cr1,393,795
Schaeffler India Ltd (Industrials)
Equity, Since 31 Mar 14 | SCHAEFFLER
3%₹285 Cr628,620
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
3%₹275 Cr1,579,616
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Dec 16 | 500233
3%₹241 Cr3,428,816
↓ -38,897
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 May 19 | 532827
3%₹232 Cr83,967
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 15 | ATUL
2%₹224 Cr349,002
↑ 45,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
2%₹221 Cr1,459,660

7. 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% 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 (14 Jan 21) ₹62.6065 ↑ 0.20   (0.32 %)
Net Assets (Cr) ₹6,152 on 30 Nov 20
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 0.35
Information Ratio 0.26
Alpha Ratio -6.03
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹11,019
31 Dec 17₹15,809
31 Dec 18₹13,055
31 Dec 19₹12,399
31 Dec 20₹14,716

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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 9.5%
3 Month 32%
6 Month 56.5%
1 Year 20.8%
3 Year -1%
5 Year 10.4%
10 Year
15 Year
Since launch 13%
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 0713.76 Yr.
Hari Shyamsunder2 May 164.67 Yr.
Mayank Bukrediwala24 Aug 200.35 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Industrials24.77%
Financial Services18.41%
Consumer Cyclical12.77%
Basic Materials12.4%
Health Care6.36%
Communication Services5.6%
Consumer Defensive5.18%
Technology5.14%
Real Estate4.99%
Energy2.2%
Asset Allocation
Asset ClassValue
Cash2.19%
Equity97.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
7%₹409 Cr4,342,967
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
4%₹249 Cr1,982,437
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
4%₹237 Cr1,649,964
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹193 Cr7,737,595
↓ -208,000
Vardhman Textiles Ltd (Consumer Cyclical)
Equity, Since 30 Nov 17 | 502986
3%₹158 Cr1,459,507
↓ -196,168
Cyient Ltd (Industrials)
Equity, Since 30 Jun 14 | CYIENT
3%₹157 Cr3,066,552
↓ -237,000
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
2%₹150 Cr10,263,765
Nesco Ltd (Industrials)
Equity, Since 31 Dec 13 | 505355
2%₹147 Cr2,672,305
↓ -100,000
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
2%₹146 Cr5,467,185
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
2%₹146 Cr1,436,587
↓ -190,000

8. HDFC Small Cap Fund

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

HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.1% 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 (14 Jan 21) ₹48.226 ↓ -0.12   (-0.25 %)
Net Assets (Cr) ₹9,323 on 30 Nov 20
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.19
Sharpe Ratio 0.34
Information Ratio 0.72
Alpha Ratio -4.55
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,543
31 Dec 17₹16,948
31 Dec 18₹15,579
31 Dec 19₹14,100
31 Dec 20₹16,944

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 14 Jan 21

DurationReturns
1 Month 7.7%
3 Month 25.9%
6 Month 47.9%
1 Year 20.3%
3 Year 0.2%
5 Year 13.4%
10 Year
15 Year
Since launch 13.1%
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 Setalvad25 Jun 146.52 Yr.
Anand Laddha21 Oct 200.2 Yr.

Data below for HDFC Small Cap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Industrials20.6%
Technology17.98%
Basic Materials14.5%
Consumer Cyclical14.26%
Health Care12.08%
Financial Services5.18%
Utility4.44%
Consumer Defensive4.31%
Communication Services2.68%
Asset Allocation
Asset ClassValue
Cash3.96%
Equity96.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | 532809
6%₹534 Cr52,612,012
↓ -940,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Oct 19 | PERSISTENT
5%₹433 Cr2,854,936
Bajaj Electricals Ltd (Utilities)
Equity, Since 31 Mar 19 | 500031
4%₹426 Cr6,980,775
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
4%₹351 Cr8,892,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Aug 12 | AUROPHARMA
4%₹350 Cr3,800,000
↓ -95,711
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 500085
3%₹312 Cr13,697,228
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 17 | 500126
3%₹282 Cr413,380
↓ -3,620
Atul Ltd (Basic Materials)
Equity, Since 28 Feb 18 | ATUL
3%₹257 Cr399,070
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 540975
3%₹252 Cr15,192,159
Finolex Industries Ltd (Industrials)
Equity, Since 31 Oct 18 | FINPIPE
2%₹237 Cr3,671,886

9. 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 18.6% 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 (14 Jan 21) ₹163.95 ↑ 0.64   (0.39 %)
Net Assets (Cr) ₹6,180 on 30 Nov 20
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.28
Sharpe Ratio 0.44
Information Ratio 0.08
Alpha Ratio -0.33
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
31 Dec 15₹10,000
31 Dec 16₹10,979
31 Dec 17₹16,725
31 Dec 18₹14,712
31 Dec 19₹14,690
31 Dec 20₹17,488

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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 21

DurationReturns
1 Month 6.3%
3 Month 20.7%
6 Month 36.3%
1 Year 19.5%
3 Year 1.8%
5 Year 13.4%
10 Year
15 Year
Since launch 18.6%
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 191.04 Yr.
Vihang Naik28 Jun 164.51 Yr.

Data below for L&T Midcap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Basic Materials22.33%
Health Care16.04%
Financial Services15.66%
Industrials11.56%
Consumer Cyclical9.12%
Technology8.37%
Consumer Defensive5.34%
Real Estate4.08%
Communication Services2.41%
Utility1.37%
Energy0.4%
Asset Allocation
Asset ClassValue
Cash3.33%
Equity96.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Mphasis Ltd (Technology)
Equity, Since 30 Apr 16 | 526299
4%₹270 Cr1,755,600
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
4%₹257 Cr6,064,697
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
4%₹227 Cr1,037,300
Bayer CropScience Ltd (Basic Materials)
Equity, Since 31 May 13 | 506285
4%₹226 Cr414,377
Syngene International Ltd (Healthcare)
Equity, Since 31 May 19 | 539268
4%₹225 Cr3,511,800
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
3%₹167 Cr1,164,800
Atul Ltd (Basic Materials)
Equity, Since 30 Jun 19 | ATUL
3%₹164 Cr254,500
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | 520111
2%₹154 Cr979,319
Page Industries Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 532827
2%₹152 Cr54,875
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 17 | 506395
2%₹150 Cr1,841,352

10. 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 24.2% 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 (14 Jan 21) ₹544.247 ↑ 2.15   (0.40 %)
Net Assets (Cr) ₹5,819 on 30 Nov 20
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.26
Information Ratio -0.41
Alpha Ratio -7.21
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹11,133
31 Dec 17₹15,672
31 Dec 18₹13,258
31 Dec 19₹13,218
31 Dec 20₹14,776

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 14 Jan 21

DurationReturns
1 Month 8.7%
3 Month 26.5%
6 Month 38.7%
1 Year 14%
3 Year -0.6%
5 Year 10.5%
10 Year
15 Year
Since launch 24.2%
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 Krishnakumar1 Nov 128.17 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Consumer Cyclical20.55%
Industrials18.51%
Financial Services17.25%
Basic Materials14.66%
Health Care9.32%
Technology8.52%
Consumer Defensive6.18%
Communication Services2.21%
Utility2.06%
Real Estate0.57%
Asset Allocation
Asset ClassValue
Cash0.16%
Equity99.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Jun 12 | RAMCOCEM
3%₹203 Cr2,554,428
↓ -163,547
Sundaram Clayton Ltd (Consumer Cyclical)
Equity, Since 29 Feb 12 | 520056
3%₹183 Cr686,670
↓ -4,180
Whirlpool of India Ltd (Technology)
Equity, Since 31 Oct 14 | 500238
3%₹180 Cr685,977
↓ -28,280
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Oct 16 | APOLLOHOSP
3%₹165 Cr683,357
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹155 Cr2,700,000
↓ -175,965
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 16 | 500271
3%₹151 Cr2,230,554
↑ 66,074
Natco Pharma Ltd (Healthcare)
Equity, Since 31 Dec 17 | 524816
3%₹150 Cr1,555,465
↓ -120,148
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹149 Cr2,160,095
↓ -487,664
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 12 | 517174
2%₹132 Cr35,540
↓ -7,677
Voltas Ltd (Industrials)
Equity, Since 29 Feb 20 | VOLTAS
2%₹132 Cr1,595,719
↓ -5,000

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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