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Table of Contents
- স্মল ক্যাপ মিউচুয়াল ফান্ড কি?
- 22 - 23 অর্থবছরে বিনিয়োগ করার জন্য সেরা 10টি সেরা ছোট ক্যাপ ফান্ড৷
- কেন আপনি স্মল ক্যাপ ফান্ডে বিনিয়োগ করবেন?
- ছোট ক্যাপ মিউচুয়াল ফান্ডে কাদের বিনিয়োগ করা উচিত
- কীভাবে অনলাইনে স্মল ক্যাপ ফান্ডে বিনিয়োগ করবেন?
- সেরা ছোট ক্যাপ ইক্যুইটি ফান্ডে বিনিয়োগ করার টিপস
Top 10 Equity - Small Cap Funds
10টি সেরা ছোট ক্যাপ মিউচুয়াল ফান্ড 2022৷
ছোট ক্যাপ সাধারণত একটি সঙ্গে ফার্ম হিসাবে সংজ্ঞায়িত করা হয়বাজার মূলধন (MC=কোম্পানি দ্বারা জারি করা শেয়ারের সংখ্যা X বাজার মূল্য প্রতি শেয়ার) INR 500 কোটির কম। ছোট ক্যাপ কোম্পানিগুলি হল তরুণ সংস্থা যাদের দীর্ঘমেয়াদে টেকসই প্রবৃদ্ধির একটি বড় সম্ভাবনা রয়েছে। কিন্তু, ব্যর্থতার ঝুঁকি বড় এবং তুলনায় ছোট ক্যাপগুলির সাথে বেশিমিড-ক্যাপ কোম্পানি
খুঁজছিসেরা ছোট ক্যাপ মিউচুয়াল ফান্ড? ভাল, ছোট-ক্যাপ তহবিলগুলি দীর্ঘমেয়াদী জন্য সেরা সম্পদ তৈরির সরঞ্জামগুলির মধ্যে একটিআর্থিক লক্ষ্য. এই আর্থিক লক্ষ্যগুলির মধ্যে শিশুর শিক্ষা অন্তর্ভুক্ত থাকতে পারে,অবসর পরিকল্পনা, ইত্যাদি
যাইহোক, ছোট-ক্যাপ তহবিলগুলি পোর্টফোলিওগুলিকে বৈচিত্র্যময় করতে সাহায্য করে এবং বিনিয়োগকারীরা সামগ্রিক পোর্টফোলিওতে একটি ছোট বরাদ্দ (5-10%) নিতে পারে যা দীর্ঘ বিনিয়োগের সময় ধরে পারফর্ম করতে পারে।
স্মল ক্যাপ মিউচুয়াল ফান্ড কি?
ছোট-ক্যাপগুলিকে "সম্পূর্ণ বাজার মূলধনের পরিপ্রেক্ষিতে 251 তম কোম্পানি" হিসাবে সংজ্ঞায়িত করা হয়। নিয়ম অনুসারে, ছোট-ক্যাপ তহবিলের পোর্টফোলিওতে তার মোট সম্পদের কমপক্ষে 65 শতাংশ ছোট-ক্যাপ স্টকগুলিতে থাকা উচিত। বিনিয়োগকারীরা দীর্ঘমেয়াদে তাদের রিটার্ন সর্বাধিক করতে চান এবং যাদের উচ্চ-ঝুকিপুন্ন ক্ষুধা, স্মল-ক্যাপ ফান্ডে তাদের বিনিয়োগের পরিকল্পনা করতে পারে। একজনকে ছোট-ক্যাপের অস্থিরতা সহ্য করতে সক্ষম হওয়া উচিত। এই তহবিলগুলি ষাঁড়ের বাজারে সবচেয়ে বেশি উঠতে পারে এবং ভালুকের বাজারে সবচেয়ে বেশি পতনের শিকার হতে পারে। সর্বোত্তম আয় পেতে, একটিবিনিয়োগকারী অন্তত তিন-পাঁচ বছরের বেশি বিনিয়োগ করা উচিত।
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আমরা যদি স্মল-ক্যাপ ফান্ডের অতীত কর্মক্ষমতা দেখি, 9 জানুয়ারী 2012 পর্যন্ত, ছোট-ক্যাপ তহবিলের গড় তিন বছরের রিটার্ন ছিল 25.5 শতাংশ মিড এবং স্মল-ক্যাপ ফান্ডের 24 শতাংশের তুলনায়৷ লার্জ-ক্যাপের গড় তিন বছরের রিটার্নইক্যুইটি ফান্ড 9 জানুয়ারী 2012-এ ছিল 17.518 শতাংশ। ছোট-ক্যাপ স্পেসে অনেক ফার্ম রয়েছে যাদের ভবিষ্যতে সাফল্যের গল্প হওয়ার সম্ভাবনা রয়েছে।
22 - 23 অর্থবছরে বিনিয়োগ করার জন্য সেরা 10টি সেরা ছোট ক্যাপ ফান্ড৷
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Small Cap Fund Growth ₹154.301
↑ 0.67 ₹45,749 7.5 27.5 61.1 35.4 31.2 48.9 Kotak Small Cap Fund Growth ₹232.884
↑ 0.70 ₹13,882 4.2 21.1 41.9 23.7 27 34.8 ICICI Prudential Smallcap Fund Growth ₹79.44
↑ 0.46 ₹7,173 2.7 20.6 45.7 28.9 26.4 37.9 L&T Emerging Businesses Fund Growth ₹75.9481
↑ 0.46 ₹13,401 4.6 24.3 52.8 33.2 25.8 46.1 SBI Small Cap Fund Growth ₹160.271
↑ 0.33 ₹25,435 8.3 22.4 41.3 24.8 25.6 25.3 DSP BlackRock Small Cap Fund Growth ₹169.496
↑ 0.06 ₹13,039 2.9 20.2 48 27.2 25.4 41.2 Franklin India Smaller Companies Fund Growth ₹161.106
↑ 0.51 ₹11,540 6.9 28.5 60.7 33 24.6 52.1 HDFC Small Cap Fund Growth ₹125.975
↑ 0.13 ₹27,574 3.3 22.7 51.1 31.9 23.9 44.8 IDBI Small Cap Fund Growth ₹27.193
↑ 0.13 ₹209 5.6 25.6 49.2 27.7 23.8 33.4 Sundaram Small Cap Fund Growth ₹231.912
↑ 0.07 ₹3,056 4.1 22.3 51.3 27.3 23.3 45.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Apr 24 100 কোটি & সাজানো হয়েছে5 বছরসিএজিআর রিটার্নস.
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 Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized. ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Smallcap Fund Returns up to 1 year are on 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 Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on (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 Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (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 Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on 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 Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on 1. Nippon India Small Cap Fund
CAGR/Annualized return of 22.2% since its launch. Ranked 6 in Small Cap category. Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (30 Apr 24) ₹154.301 ↑ 0.67 (0.44 %) Net Assets (Cr) ₹45,749 on 31 Mar 24 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 3.32 Information Ratio 0.93 Alpha Ratio 6.47 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.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹7,864 30 Apr 21 ₹15,638 30 Apr 22 ₹21,799 30 Apr 23 ₹24,109 30 Apr 24 ₹38,830 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 24 Duration Returns 1 Month 9.3% 3 Month 7.5% 6 Month 27.5% 1 Year 61.1% 3 Year 35.4% 5 Year 31.2% 10 Year 15 Year Since launch 22.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Samir Rachh 2 Jan 17 7.25 Yr. Kinjal Desai 25 May 18 5.86 Yr. Tejas Sheth 1 Feb 23 1.16 Yr. Data below for Nippon India Small Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 31.92% Financial Services 13.93% Consumer Cyclical 11.36% Basic Materials 9.98% Technology 8.69% Health Care 7.93% Consumer Defensive 7.14% Communication Services 1.72% Utility 1.38% Energy 1.04% Real Estate 0.31% Asset Allocation
Asset Class Value Cash 4.05% Equity 95.95% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | 5407622% ₹1,093 Cr 2,924,163 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹890 Cr 6,150,000
↑ 1,000,000 Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | 5327572% ₹836 Cr 864,398 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | 5322592% ₹754 Cr 1,080,116 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX1% ₹620 Cr 1,851,010 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹618 Cr 25,000,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹609 Cr 8,100,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹581 Cr 31,784,062 NIIT Learning Systems Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 5439521% ₹579 Cr 11,420,240 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO1% ₹575 Cr 1,619,443 2. Kotak Small Cap Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 23 in Small Cap category. Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (30 Apr 24) ₹232.884 ↑ 0.70 (0.30 %) Net Assets (Cr) ₹13,882 on 31 Mar 24 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.48 Sharpe Ratio 2.13 Information Ratio -0.79 Alpha Ratio -6.19 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹8,344 30 Apr 21 ₹17,453 30 Apr 22 ₹23,228 30 Apr 23 ₹23,292 30 Apr 24 ₹33,056 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 24 Duration Returns 1 Month 7.1% 3 Month 4.2% 6 Month 21.1% 1 Year 41.9% 3 Year 23.7% 5 Year 27% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.8% 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Arjun Khanna 30 Apr 22 1.92 Yr. Harish Bihani 20 Oct 23 0.45 Yr. Data below for Kotak Small Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 37.83% Consumer Cyclical 21.66% Basic Materials 17.01% Health Care 8.15% Consumer Defensive 3.49% Financial Services 3.18% Technology 2.65% Real Estate 1.81% Communication Services 0.92% Asset Allocation
Asset Class Value Cash 2.83% Equity 97.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT4% ₹602 Cr 3,013,563 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | 5133754% ₹507 Cr 4,000,051 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹416 Cr 3,264,838
↓ -100,000 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹407 Cr 6,353,571
↑ 15,809 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 5201113% ₹371 Cr 1,328,764
↑ 70,000 Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | 5335732% ₹339 Cr 3,441,355 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 5421412% ₹323 Cr 4,184,629 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Aug 11 | SOLARINDS2% ₹313 Cr 356,620 Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5095572% ₹294 Cr 885,547 Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 5409352% ₹288 Cr 1,268,161 3. ICICI Prudential Smallcap Fund
CAGR/Annualized return of 13.4% since its launch. Ranked 26 in Small Cap category. Return for 2023 was 37.9% , 2022 was 5.7% and 2021 was 61% . ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (30 Apr 24) ₹79.44 ↑ 0.46 (0.58 %) Net Assets (Cr) ₹7,173 on 31 Mar 24 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 2.37 Information Ratio -0.18 Alpha Ratio -4.4 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.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹7,777 30 Apr 21 ₹15,067 30 Apr 22 ₹20,577 30 Apr 23 ₹22,162 30 Apr 24 ₹32,280 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 24 Duration Returns 1 Month 6.7% 3 Month 2.7% 6 Month 20.6% 1 Year 45.7% 3 Year 28.9% 5 Year 26.4% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 37.9% 2022 5.7% 2021 61% 2020 22.8% 2019 10% 2018 -22.4% 2017 42.7% 2016 6% 2015 0.5% 2014 50.6% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Anish Tawakley 18 Sep 23 0.54 Yr. Sri Sharma 18 Sep 23 0.54 Yr. Sharmila D’mello 30 Jun 22 1.76 Yr. Data below for ICICI Prudential Smallcap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 26.12% Consumer Cyclical 19.12% Basic Materials 14.4% Financial Services 8.29% Health Care 6.26% Consumer Defensive 4.94% Real Estate 3.04% Technology 2.57% Communication Services 2.35% Utility 1.55% Energy 0.77% Asset Allocation
Asset Class Value Cash 9.91% Equity 90.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT3% ₹222 Cr 1,113,643 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 23 | 5407673% ₹205 Cr 4,344,360
↓ -626,436 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 19 | 5222872% ₹176 Cr 1,646,029
↓ -116,575 Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 23 | 5060762% ₹175 Cr 919,168
↑ 146,700 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | MARUTI2% ₹172 Cr 136,687 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT2% ₹170 Cr 452,798 Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 5433252% ₹151 Cr 862,662 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | 5329292% ₹147 Cr 1,570,577 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | 5001262% ₹144 Cr 306,071
↑ 229,242 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 5004802% ₹144 Cr 477,793
↓ -358,024 4. L&T Emerging Businesses Fund
CAGR/Annualized return of 22.6% since its launch. Ranked 2 in Small Cap category. Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (30 Apr 24) ₹75.9481 ↑ 0.46 (0.61 %) Net Assets (Cr) ₹13,401 on 31 Mar 24 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.84 Sharpe Ratio 2.51 Information Ratio 0.63 Alpha Ratio -3.95 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.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹6,968 30 Apr 21 ₹13,324 30 Apr 22 ₹18,672 30 Apr 23 ₹20,595 30 Apr 24 ₹31,468 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 24 Duration Returns 1 Month 9.2% 3 Month 4.6% 6 Month 24.3% 1 Year 52.8% 3 Year 33.2% 5 Year 25.8% 10 Year 15 Year Since launch 22.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Venugopal Manghat 17 Dec 19 4.29 Yr. Cheenu Gupta 1 Oct 23 0.5 Yr. Sonal Gupta 1 Oct 23 0.5 Yr. Data below for L&T Emerging Businesses Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 31.58% Basic Materials 14.56% Consumer Cyclical 14.41% Technology 10.45% Financial Services 9.58% Real Estate 6.78% Health Care 5.05% Consumer Defensive 2.53% Energy 1.06% Asset Allocation
Asset Class Value Cash 2.64% Equity 97.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | 5322593% ₹443 Cr 635,400
↓ -33,000 EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 5008403% ₹388 Cr 8,627,473 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329293% ₹362 Cr 3,866,279
↓ -100,000 Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | 5322213% ₹354 Cr 4,896,490 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | 5175692% ₹328 Cr 947,670 KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | 5426512% ₹325 Cr 2,188,200 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 5328892% ₹299 Cr 3,586,897 NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC2% ₹262 Cr 11,291,100 Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000402% ₹262 Cr 1,607,279 Sobha Ltd (Real Estate)
Equity, Since 31 Mar 17 | 5327842% ₹249 Cr 1,721,853 5. SBI Small Cap Fund
CAGR/Annualized return of 20.9% since its launch. Ranked 4 in Small Cap category. Return for 2023 was 25.3% , 2022 was 8.1% and 2021 was 47.6% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (30 Apr 24) ₹160.271 ↑ 0.33 (0.21 %) Net Assets (Cr) ₹25,435 on 31 Mar 24 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 2.67 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.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹8,859 30 Apr 21 ₹16,047 30 Apr 22 ₹20,434 30 Apr 23 ₹22,086 30 Apr 24 ₹31,198 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 24 Duration Returns 1 Month 8% 3 Month 8.3% 6 Month 22.4% 1 Year 41.3% 3 Year 24.8% 5 Year 25.6% 10 Year 15 Year Since launch 20.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure R. Srinivasan 16 Nov 13 10.38 Yr. Mohit Jain 30 Nov 17 6.34 Yr. Data below for SBI Small Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 34.56% Consumer Cyclical 19.35% Financial Services 13.6% Basic Materials 10.8% Consumer Defensive 4.73% Health Care 2% Real Estate 1.63% Communication Services 1.24% Utility 0.63% Asset Allocation
Asset Class Value Cash 11.41% Equity 88.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO5% ₹1,197 Cr 9,400,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | 5222874% ₹963 Cr 9,000,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 5423993% ₹858 Cr 9,716,991 Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE3% ₹814 Cr 33,022,214 GE T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 5222753% ₹714 Cr 8,420,840 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 5412333% ₹653 Cr 50,000,000 Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 5133752% ₹627 Cr 4,939,842 Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 5220742% ₹602 Cr 10,000,000 Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 5336552% ₹587 Cr 10,942,027 CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434412% ₹586 Cr 15,000,000 6. DSP BlackRock Small Cap Fund
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% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (30 Apr 24) ₹169.496 ↑ 0.06 (0.03 %) Net Assets (Cr) ₹13,039 on 31 Mar 24 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 2.07 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.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹8,036 30 Apr 21 ₹15,077 30 Apr 22 ₹20,577 30 Apr 23 ₹20,959 30 Apr 24 ₹31,021 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 24 Duration Returns 1 Month 8.4% 3 Month 2.9% 6 Month 20.2% 1 Year 48% 3 Year 27.2% 5 Year 25.4% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Vinit Sambre 21 Jun 10 13.79 Yr. Jay Kothari 1 Mar 13 11.09 Yr. Resham Jain 16 Mar 18 6.05 Yr. Abhishek Ghosh 1 Sep 22 1.58 Yr. Data below for DSP BlackRock Small Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Consumer Cyclical 29.3% Industrials 20.78% Basic Materials 17.24% Health Care 8.72% Consumer Defensive 7.02% Financial Services 5.39% Technology 2.8% Communication Services 0.92% Utility 0.4% Asset Allocation
Asset Class Value Cash 7.34% Equity 92.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT5% ₹597 Cr 2,989,892
↓ -177,948 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 5244943% ₹402 Cr 3,251,899 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 5325093% ₹389 Cr 9,447,197 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | 5329273% ₹365 Cr 1,541,488 Voltamp Transformers Ltd (Industrials)
Equity, Since 31 Mar 17 | 5327573% ₹348 Cr 359,829
↓ -28,663 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | 5432713% ₹338 Cr 7,456,286 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹308 Cr 9,887,167
↓ -100,217 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 5201112% ₹292 Cr 1,045,261 Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 5327962% ₹288 Cr 5,950,673
↑ 149,114 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321442% ₹264 Cr 5,125,223 7. Franklin India Smaller Companies Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 11 in Small Cap category. Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (30 Apr 24) ₹161.106 ↑ 0.51 (0.32 %) Net Assets (Cr) ₹11,540 on 31 Mar 24 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 2.96 Information Ratio 0.19 Alpha Ratio 2.65 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.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹6,943 30 Apr 21 ₹12,752 30 Apr 22 ₹16,718 30 Apr 23 ₹18,671 30 Apr 24 ₹29,996 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 24 Duration Returns 1 Month 9.3% 3 Month 6.9% 6 Month 28.5% 1 Year 60.7% 3 Year 33% 5 Year 24.6% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure R. Janakiraman 1 Feb 11 13.17 Yr. Sandeep Manam 18 Oct 21 2.45 Yr. Akhil Kalluri 8 Sep 22 1.56 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 26.54% Financial Services 19.57% Consumer Cyclical 13.14% Health Care 7.5% Technology 6.65% Basic Materials 6.28% Real Estate 5.5% Consumer Defensive 4.15% Utility 1.08% Energy 1.05% Communication Services 0.82% Asset Allocation
Asset Class Value Cash 6% Equity 93.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | 5432434% ₹445 Cr 48,064,081 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329294% ₹437 Cr 4,668,691
↑ 25,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 5432783% ₹375 Cr 8,763,469 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹299 Cr 892,402 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 5064013% ₹295 Cr 1,387,967 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900032% ₹281 Cr 15,398,917 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | 5409752% ₹266 Cr 6,488,964
↑ 1,892,958 KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | 5426512% ₹263 Cr 1,772,610
↓ -100,000 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK2% ₹247 Cr 2,259,945 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 5069432% ₹239 Cr 1,448,723
↓ -140,253 8. HDFC Small Cap Fund
CAGR/Annualized return of 17.1% since its launch. Ranked 9 in Small Cap category. Return for 2023 was 44.8% , 2022 was 4.6% and 2021 was 64.9% . HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (30 Apr 24) ₹125.975 ↑ 0.13 (0.10 %) Net Assets (Cr) ₹27,574 on 31 Mar 24 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 2.62 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.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹6,705 30 Apr 21 ₹12,755 30 Apr 22 ₹16,795 30 Apr 23 ₹19,360 30 Apr 24 ₹29,246 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 24 Duration Returns 1 Month 7.1% 3 Month 3.3% 6 Month 22.7% 1 Year 51.1% 3 Year 31.9% 5 Year 23.9% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Chirag Setalvad 28 Jun 14 9.77 Yr. Dhruv Muchhal 22 Jun 23 0.78 Yr. Data below for HDFC Small Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 25.66% Consumer Cyclical 17.43% Technology 13.31% Financial Services 12.38% Health Care 10.77% Basic Materials 4.93% Consumer Defensive 3.17% Communication Services 2.71% Utility 0.43% Asset Allocation
Asset Class Value Cash 9.2% Equity 90.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 5322215% ₹1,241 Cr 17,178,253
↓ -1,451,557 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | 5328094% ₹1,155 Cr 58,422,707
↑ 1,552,248 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321344% ₹1,131 Cr 42,828,792 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | 5329273% ₹840 Cr 3,546,409
↑ 17,531 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 5409753% ₹800 Cr 19,556,503
↑ 1,917,151 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP2% ₹641 Cr 6,404,655 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹583 Cr 1,162,932 PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA2% ₹567 Cr 12,986,529 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Dec 20 | 5432432% ₹561 Cr 60,564,526 Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 5000312% ₹534 Cr 5,882,744 9. IDBI Small Cap Fund
CAGR/Annualized return of 15.7% since its launch. Return for 2023 was 33.4% , 2022 was 2.4% and 2021 was 64.7% . IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (30 Apr 24) ₹27.193 ↑ 0.13 (0.47 %) Net Assets (Cr) ₹209 on 31 Mar 24 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 1.31 Sharpe Ratio 2.55 Information Ratio -0.32 Alpha Ratio -2.76 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹7,719 30 Apr 21 ₹13,972 30 Apr 22 ₹18,769 30 Apr 23 ₹19,508 30 Apr 24 ₹29,115 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 24 Duration Returns 1 Month 9.5% 3 Month 5.6% 6 Month 25.6% 1 Year 49.2% 3 Year 27.7% 5 Year 23.8% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.4% 2022 2.4% 2021 64.7% 2020 19% 2019 -4.4% 2018 -15% 2017 2016 2015 2014 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Yogesh Patil 31 Jul 23 0.67 Yr. Dikshit Mittal 31 Jul 23 0.67 Yr. Data below for IDBI Small Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 39.12% Basic Materials 15.63% Consumer Cyclical 14.86% Financial Services 7.83% Technology 6.46% Health Care 6.25% Utility 2.21% Consumer Defensive 1.8% Real Estate 1.27% Communication Services 0.91% Asset Allocation
Asset Class Value Cash 3.66% Equity 96.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006555% ₹11 Cr 61,751 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG4% ₹8 Cr 89,049 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | 5175693% ₹7 Cr 21,041 BSE Ltd (Financial Services)
Equity, Since 31 Aug 23 | BSE3% ₹7 Cr 28,449
↓ -1,851 Kennametal India Ltd (Industrials)
Equity, Since 31 Aug 23 | 5058903% ₹6 Cr 27,154 Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Nov 23 | 5333263% ₹6 Cr 353,255 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Aug 23 | 5039603% ₹6 Cr 8,960 Blue Star Ltd (Industrials)
Equity, Since 30 Nov 19 | BLUESTARCO3% ₹6 Cr 44,181 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5412333% ₹5 Cr 406,875 KSB Ltd (Industrials)
Equity, Since 31 Mar 21 | 5002493% ₹5 Cr 13,659 10. Sundaram Small Cap Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 19 in Small Cap category. Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (30 Apr 24) ₹231.912 ↑ 0.07 (0.03 %) Net Assets (Cr) ₹3,056 on 29 Feb 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 3.4 Information Ratio -0.22 Alpha Ratio 2.2 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.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹7,245 30 Apr 21 ₹13,781 30 Apr 22 ₹17,653 30 Apr 23 ₹18,805 30 Apr 24 ₹28,442 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 24 Duration Returns 1 Month 6.5% 3 Month 4.1% 6 Month 22.3% 1 Year 51.3% 3 Year 27.3% 5 Year 23.3% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% 2014 108.7% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 2.25 Yr. Rohit Seksaria 1 Nov 22 1.41 Yr. Data below for Sundaram Small Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 28.37% Industrials 16.2% Consumer Cyclical 11.21% Technology 10.24% Health Care 8.56% Basic Materials 5.77% Consumer Defensive 5.08% Real Estate 3.47% Communication Services 2.37% Utility 1.36% Asset Allocation
Asset Class Value Cash 4.8% Equity 95.08% Debt 0.11% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity KSB Ltd (Industrials)
Equity, Since 31 May 14 | 5002493% ₹88 Cr 227,356
↓ -5,000 Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 5111963% ₹84 Cr 1,122,113
↑ 19,619 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | 5049733% ₹78 Cr 702,024
↑ 1,532 Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -2% ₹72 Cr 1,510,225
↑ 68,795 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | 5324972% ₹71 Cr 410,580 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5328102% ₹68 Cr 1,754,986 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5175692% ₹67 Cr 194,803
↓ -49,988 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹67 Cr 387,840
↑ 37,112 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX2% ₹67 Cr 199,162
↓ -36,645 Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | 5430642% ₹64 Cr 950,000
কেন আপনি স্মল ক্যাপ ফান্ডে বিনিয়োগ করবেন?
কিছুবিনিয়োগের সুবিধা একটি ছোট ক্যাপ তহবিলে হল:
- ছোট ক্যাপগুলি বড় ক্যাপের চেয়ে বেশি নমনীয় হতে থাকে। ছোট কোম্পানীগুলি বড় কোম্পানীর তুলনায় দ্রুত পরিবর্তনগুলিকে মানিয়ে নিতে পারে, তাই তারা বিস্ফোরক বৃদ্ধি দেখাতে পারে
- মাঝে মাঝে,ছোট ক্যাপ তহবিল থেকে ভালো পারফর্ম করার ঝোঁকবড় ক্যাপ তহবিল, কিন্তু তাদের অস্থিরতা অনেক বেশি হতে পারে
- যেহেতু এই কোম্পানিগুলি তাদের বিকাশের প্রাথমিক পর্যায়ে, তারা দ্রুত বৃদ্ধি পেতে পারে
- ছোট ক্যাপ স্টকগুলির দাম মিড ক্যাপ এবং বড় ক্যাপ স্টকগুলির চেয়ে কম
- উচ্চ ঝুঁকির সাথে উচ্চ রিটার্ন করার সম্ভাবনা আসে
ছোট ক্যাপ মিউচুয়াল ফান্ডে কাদের বিনিয়োগ করা উচিত
যেহেতু ছোট-ক্যাপ তহবিলগুলি ছোট-ক্যাপ স্টক এবং স্টার্টআপের মতো ছোট সংস্থাগুলিতে বিনিয়োগ করে, তাদের ভবিষ্যতের বৃদ্ধির বিশাল সম্ভাবনা রয়েছে। কিন্তু, আসল ব্যাপার হল ছোট ক্যাপগুলির রিটার্নগুলি উচ্চ অস্থিরতার শিকার হয়। এইভাবে, কিছু ছোট-ক্যাপ স্টক আপনার সম্পদ নষ্ট করতে পারে। তবে, অন্য দিকে, ছোট ক্যাপগুলি ভবিষ্যতে আপনার বিনিয়োগ দ্বিগুণ করতে পারে।
কোম্পানিগুলির প্রকৃতির কারণে, ছোট ক্যাপগুলি ক্রমবর্ধমান বাজারে ছাড়িয়ে যেতে পারে এবং এমনকি করতে পারেআন্ডারপারফর্ম মন্দার সময়। তাই বিনিয়োগকারীরা যারা তাদের বিনিয়োগে উচ্চ স্তরের ঝুঁকি বহন করতে পারে তাদের শুধুমাত্র বিবেচনা করা উচিতবিনিয়োগ ছোট ক্যাপ তহবিলে। আপনার খারাপ বাজার পর্যায়ে পতন সহ্য করতে সক্ষম হওয়া উচিত। আপনি যদি এই ধরনের উচ্চ-ঝুঁকির তহবিলে বিনিয়োগ করার পরিকল্পনা করেন, তাহলে আপনার বিনিয়োগগুলিকে দীর্ঘ সময়ের জন্য, অর্থাৎ প্রায় পাঁচ বছরের বেশি সময়ের জন্য পরিকল্পনা করার পরামর্শ দেওয়া হচ্ছে। আপনি ইক্যুইটি বাজারে যত বেশি সময় বিনিয়োগ করবেন, তত বেশি ভালো লাভের সম্ভাবনা থাকবে।
কীভাবে অনলাইনে স্মল ক্যাপ ফান্ডে বিনিয়োগ করবেন?
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আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন
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সেরা ছোট ক্যাপ ইক্যুইটি ফান্ডে বিনিয়োগ করার টিপস
ছোট-ক্যাপ ফান্ডে বিনিয়োগ করার পরিকল্পনা করার সময়, এখানে কিছু গুরুত্বপূর্ণ পরামিতি রয়েছে যা আপনাকে বিনিয়োগে ঝাঁপিয়ে পড়ার আগে বিবেচনা করতে হবে।
অতীত পারফরম্যান্স মূল্যায়ন
আদর্শভাবে, আপনি যখনই একটি মিউচুয়াল ফান্ড স্কিমে বিনিয়োগ করার পরিকল্পনা করছেন, তখন আপনার উচিত তহবিলের অতীত কর্মক্ষমতা পুঙ্খানুপুঙ্খভাবে মূল্যায়ন করা। বিগত পাঁচ বছরের রিটার্ন নিন এবং অন্যান্য ভালো ফান্ডের সাথে তুলনা করার চেষ্টা করুন। একটি তহবিল বাজারের সমস্ত পরিস্থিতিতে তার কর্মক্ষমতার সাথে সামঞ্জস্যপূর্ণ হওয়া উচিত। এছাড়াও, তহবিল তার বেঞ্চমার্ককে হারাতে সক্ষম কিনা তা পরীক্ষা করুন।
স্কিমটি একটি মানসম্পন্ন ফান্ড হাউসের অন্তর্গত হওয়া উচিত
আপনি যে ফান্ড হাউসে বিনিয়োগ করতে চান তার গুণমান ও সুনাম দেখার জন্য সবসময় পরামর্শ দেওয়া হয়। একটি ফান্ড হাউস যার দীর্ঘস্থায়ী রেকর্ড, ব্যবস্থাপনার অধীনে বৃহৎ সম্পদ, স্টার ফান্ড বা ভালো পারফরমিং ফান্ড ইত্যাদি রয়েছে। বিনিয়োগ করার জন্য। যে ফান্ড হাউসের আর্থিক শিল্পে একটি সুসংগত ট্র্যাক রেকর্ডের সাথে শক্তিশালী উপস্থিতি রয়েছে তাদের আদর্শভাবে অগ্রাধিকার দেওয়া উচিত।
তহবিল ব্যবস্থাপকের অভিজ্ঞতা পরীক্ষা করুন
মিউচুয়াল ফান্ড স্কিমের পারফরম্যান্সের কৃতিত্ব ফান্ড ম্যানেজারের কাছে থাকে। ফান্ডের পোর্টফোলিওর জন্য বিনিয়োগের সিদ্ধান্ত নেওয়ার জন্য একজন ফান্ড ম্যানেজার দায়ী। সুতরাং, বিনিয়োগকারীদের নির্দিষ্ট তহবিল ব্যবস্থাপকের দ্বারা পরিচালিত তহবিলের কার্যক্ষমতার মধ্য দিয়ে যাওয়া উচিত, বিশেষ করে কঠিন বাজারের পর্যায়ে। তহবিল ব্যবস্থাপক একজন তহবিল ব্যবস্থাপকের জন্য যাচ্ছেন যিনি তার কর্মজীবনে সামঞ্জস্যপূর্ণ ছিলেন একটি পছন্দের পছন্দ।
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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