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ফিনক্যাশ »যৌথ পুঁজি »সেরা ছোট ক্যাপ মিউচুয়াল ফান্ড

10টি সেরা ছোট ক্যাপ মিউচুয়াল ফান্ড 2022৷

Updated on August 1, 2026 , 85565 views

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

benefits-of-small-cap-mutual-funds

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2025 (%)
Nippon India Small Cap Fund Growth ₹182.296
↑ 2.37 		₹78,407712.58.916.718.4-4.7
IDBI Small Cap Fund Growth ₹33.7033
↑ 0.31 		₹74310.118.212.217.116.8-13.4
DSP Small Cap Fund  Growth ₹222.56
↑ 2.12 		₹19,6359.91613.817.216.4-2.8
Franklin India Smaller Companies Fund Growth ₹179.18
↑ 2.54 		₹14,3365.111.55.31516.2-8.4
Sundaram Small Cap Fund Growth ₹292.233
↑ 5.57 		₹3,8728.81415.317.616.20.4
HDFC Small Cap Fund Growth ₹142.729
↑ 2.56 		₹40,4178.44.82.212.914.8-0.6
ICICI Prudential Smallcap Fund Growth ₹90.94
↑ 1.12 		₹9,3797.384.312.413.5-0.4
SBI Small Cap Fund Growth ₹179.811
↑ 2.36 		₹40,1577.110.75.611.713.2-4.9
Aditya Birla Sun Life Small Cap Fund Growth ₹97.7438
↑ 1.12 		₹5,7311016.415.715.612.5-3.7
Kotak Small Cap Fund Growth ₹272.604
↑ 3.84 		₹18,6919.512.64.912.512.5-9.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Aug 26

Research Highlights & Commentary of 10 Funds showcased

CommentaryNippon India Small Cap FundIDBI Small Cap FundDSP Small Cap Fund Franklin India Smaller Companies FundSundaram Small Cap FundHDFC Small Cap FundICICI Prudential Smallcap FundSBI Small Cap FundAditya Birla Sun Life Small Cap FundKotak Small Cap Fund
Point 1Highest AUM (₹78,407 Cr).Bottom quartile AUM (₹743 Cr).Upper mid AUM (₹19,635 Cr).Lower mid AUM (₹14,336 Cr).Bottom quartile AUM (₹3,872 Cr).Top quartile AUM (₹40,417 Cr).Lower mid AUM (₹9,379 Cr).Upper mid AUM (₹40,157 Cr).Bottom quartile AUM (₹5,731 Cr).Upper mid AUM (₹18,691 Cr).
Point 2Established history (15+ yrs).Established history (9+ yrs).Established history (19+ yrs).Established history (20+ yrs).Oldest track record among peers (21 yrs).Established history (18+ yrs).Established history (18+ yrs).Established history (16+ yrs).Established history (19+ yrs).Established history (21+ yrs).
Point 3Rating: 4★ (upper mid).Not Rated.Rating: 4★ (upper mid).Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 4★ (lower mid).Rating: 3★ (bottom quartile).Top rated.Rating: 5★ (top quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 18.45% (top quartile).5Y return: 16.84% (top quartile).5Y return: 16.40% (upper mid).5Y return: 16.19% (upper mid).5Y return: 16.19% (upper mid).5Y return: 14.85% (lower mid).5Y return: 13.49% (lower mid).5Y return: 13.22% (bottom quartile).5Y return: 12.50% (bottom quartile).5Y return: 12.47% (bottom quartile).
Point 63Y return: 16.68% (upper mid).3Y return: 17.14% (upper mid).3Y return: 17.18% (top quartile).3Y return: 14.99% (lower mid).3Y return: 17.61% (top quartile).3Y return: 12.86% (lower mid).3Y return: 12.37% (bottom quartile).3Y return: 11.68% (bottom quartile).3Y return: 15.63% (upper mid).3Y return: 12.53% (bottom quartile).
Point 71Y return: 8.87% (upper mid).1Y return: 12.25% (upper mid).1Y return: 13.81% (upper mid).1Y return: 5.26% (lower mid).1Y return: 15.27% (top quartile).1Y return: 2.21% (bottom quartile).1Y return: 4.30% (bottom quartile).1Y return: 5.58% (lower mid).1Y return: 15.74% (top quartile).1Y return: 4.94% (bottom quartile).
Point 8Alpha: 3.21 (upper mid).Alpha: 9.18 (top quartile).Alpha: 0.00 (upper mid).Alpha: -0.56 (bottom quartile).Alpha: 8.89 (top quartile).Alpha: 0.00 (upper mid).Alpha: -0.66 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: 0.00 (lower mid).Alpha: -1.40 (bottom quartile).
Point 9Sharpe: 0.02 (upper mid).Sharpe: 0.27 (top quartile).Sharpe: 0.19 (upper mid).Sharpe: -0.15 (lower mid).Sharpe: 0.25 (top quartile).Sharpe: -0.37 (bottom quartile).Sharpe: -0.16 (bottom quartile).Sharpe: -0.07 (lower mid).Sharpe: 0.22 (upper mid).Sharpe: -0.19 (bottom quartile).
Point 10Information ratio: -0.27 (lower mid).Information ratio: -0.23 (lower mid).Information ratio: 0.00 (top quartile).Information ratio: -0.65 (bottom quartile).Information ratio: -0.17 (upper mid).Information ratio: 0.00 (top quartile).Information ratio: -0.94 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: -0.97 (bottom quartile).

Nippon India Small Cap Fund

  • Highest AUM (₹78,407 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.45% (top quartile).
  • 3Y return: 16.68% (upper mid).
  • 1Y return: 8.87% (upper mid).
  • Alpha: 3.21 (upper mid).
  • Sharpe: 0.02 (upper mid).
  • Information ratio: -0.27 (lower mid).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹743 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.84% (top quartile).
  • 3Y return: 17.14% (upper mid).
  • 1Y return: 12.25% (upper mid).
  • Alpha: 9.18 (top quartile).
  • Sharpe: 0.27 (top quartile).
  • Information ratio: -0.23 (lower mid).

DSP Small Cap Fund 

  • Upper mid AUM (₹19,635 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.40% (upper mid).
  • 3Y return: 17.18% (top quartile).
  • 1Y return: 13.81% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.19 (upper mid).
  • Information ratio: 0.00 (top quartile).

Franklin India Smaller Companies Fund

  • Lower mid AUM (₹14,336 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.19% (upper mid).
  • 3Y return: 14.99% (lower mid).
  • 1Y return: 5.26% (lower mid).
  • Alpha: -0.56 (bottom quartile).
  • Sharpe: -0.15 (lower mid).
  • Information ratio: -0.65 (bottom quartile).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,872 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.19% (upper mid).
  • 3Y return: 17.61% (top quartile).
  • 1Y return: 15.27% (top quartile).
  • Alpha: 8.89 (top quartile).
  • Sharpe: 0.25 (top quartile).
  • Information ratio: -0.17 (upper mid).

HDFC Small Cap Fund

  • Top quartile AUM (₹40,417 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.85% (lower mid).
  • 3Y return: 12.86% (lower mid).
  • 1Y return: 2.21% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: 0.00 (top quartile).

ICICI Prudential Smallcap Fund

  • Lower mid AUM (₹9,379 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.49% (lower mid).
  • 3Y return: 12.37% (bottom quartile).
  • 1Y return: 4.30% (bottom quartile).
  • Alpha: -0.66 (bottom quartile).
  • Sharpe: -0.16 (bottom quartile).
  • Information ratio: -0.94 (bottom quartile).

SBI Small Cap Fund

  • Upper mid AUM (₹40,157 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.22% (bottom quartile).
  • 3Y return: 11.68% (bottom quartile).
  • 1Y return: 5.58% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.07 (lower mid).
  • Information ratio: 0.00 (upper mid).

Aditya Birla Sun Life Small Cap Fund

  • Bottom quartile AUM (₹5,731 Cr).
  • Established history (19+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.50% (bottom quartile).
  • 3Y return: 15.63% (upper mid).
  • 1Y return: 15.74% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.22 (upper mid).
  • Information ratio: 0.00 (upper mid).

Kotak Small Cap Fund

  • Upper mid AUM (₹18,691 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.47% (bottom quartile).
  • 3Y return: 12.53% (bottom quartile).
  • 1Y return: 4.94% (bottom quartile).
  • Alpha: -1.40 (bottom quartile).
  • Sharpe: -0.19 (bottom quartile).
  • Information ratio: -0.97 (bottom quartile).
 *উপরে সেরা ছোট ক্যাপের তালিকা রয়েছেযৌথ পুঁজি উপরে নেট সম্পদ/এইউএম থাকা100 কোটি & সাজানো হয়েছে5 বছরসিএজিআর রিটার্নস.

1. 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.

Research Highlights for Nippon India Small Cap Fund

  • Highest AUM (₹78,407 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.45% (top quartile).
  • 3Y return: 16.68% (upper mid).
  • 1Y return: 8.87% (upper mid).
  • Alpha: 3.21 (upper mid).
  • Sharpe: 0.02 (upper mid).
  • Information ratio: -0.27 (lower mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~2.0%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (03 Aug 26) ₹182.296 ↑ 2.37   (1.32 %)
Net Assets (Cr) ₹78,407 on 30 Jun 26
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.44
Sharpe Ratio 0.02
Information Ratio -0.27
Alpha Ratio 3.21
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 Jul 21₹10,000
31 Jul 22₹11,028
31 Jul 23₹14,978
31 Jul 24₹23,308
31 Jul 25₹21,934
31 Jul 26₹23,294

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 ₹481,656.
Net Profit of ₹181,656 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 3 Aug 26

DurationReturns
1 Month 0.8%
3 Month 7%
6 Month 12.5%
1 Year 8.9%
3 Year 16.7%
5 Year 18.4%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -4.7%
2024 26.1%
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 179.58 Yr.
Kinjal Desai25 May 188.19 Yr.
Amber Singhania11 Mar 260.39 Yr.

Data below for Nippon India Small Cap Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Industrials24.29%
Financial Services15.45%
Consumer Cyclical14.17%
Basic Materials11.22%
Health Care9.65%
Consumer Defensive9.02%
Technology6.5%
Utility3.87%
Communication Services1.56%
Real Estate0.76%
Energy0.4%
Asset Allocation
Asset ClassValue
Cash3.1%
Equity96.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK		2%₹1,592 Cr19,954,929
↑ 2,200,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103		2%₹1,429 Cr34,508,595
↑ 1,173
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS		2%₹1,344 Cr856,487
↓ -23,015
TD Power Systems Ltd (Industrials)
Equity, Since 31 Dec 15 | TDPOWERSYS		2%₹1,199 Cr9,680,747
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN		1%₹1,027 Cr10,000,000
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL		1%₹994 Cr17,273,570
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003		1%₹945 Cr31,907,252
ACME Solar Holdings Ltd (Utilities)
Equity, Since 30 Nov 24 | ACMESOLAR		1%₹932 Cr24,487,415
↑ 16,848,128
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS		1%₹929 Cr4,525,148
NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA		1%₹869 Cr26,990,331

2. IDBI Small Cap Fund

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.

Research Highlights for IDBI Small Cap Fund

  • Bottom quartile AUM (₹743 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.84% (top quartile).
  • 3Y return: 17.14% (upper mid).
  • 1Y return: 12.25% (upper mid).
  • Alpha: 9.18 (top quartile).
  • Sharpe: 0.27 (top quartile).
  • Information ratio: -0.23 (lower mid).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Garware Hi-Tech Films Ltd (~4.9%).

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (03 Aug 26) ₹33.7033 ↑ 0.31   (0.94 %)
Net Assets (Cr) ₹743 on 30 Jun 26
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 0.27
Information Ratio -0.23
Alpha Ratio 9.18
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.

DateValue
31 Jul 21₹10,000
31 Jul 22₹11,314
31 Jul 23₹13,804
31 Jul 24₹21,537
31 Jul 25₹20,034
31 Jul 26₹21,938

IDBI Small Cap Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for IDBI 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 3 Aug 26

DurationReturns
1 Month 0.2%
3 Month 10.1%
6 Month 18.2%
1 Year 12.2%
3 Year 17.1%
5 Year 16.8%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -13.4%
2024 40%
2023 33.4%
2022 2.4%
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Dikshit Mittal24 Jul 251.02 Yr.

Data below for IDBI Small Cap Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Industrials23.79%
Consumer Cyclical18.71%
Basic Materials14.76%
Financial Services12.22%
Consumer Defensive9.96%
Technology6.67%
Health Care6.4%
Real Estate1.43%
Utility1.02%
Communication Services0.89%
Asset Allocation
Asset ClassValue
Cash4.17%
Equity95.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 30 Sep 25 | 500655		5%₹36 Cr54,623
↓ -3,838
Avalon Technologies Ltd (Technology)
Equity, Since 31 Aug 23 | AVALON		4%₹29 Cr162,956
↓ -4,889
Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 541974		3%₹24 Cr142,461
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 19 | NAVINFLUOR		3%₹23 Cr29,286
Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL		3%₹22 Cr326,615
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG		3%₹19 Cr78,792
Schneider Electric Infrastructure Ltd (Industrials)
Equity, Since 31 Aug 25 | SCHNEIDER		2%₹18 Cr133,576
Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | ARVINDFASN		2%₹18 Cr374,775
↑ 13,091
KSH International Ltd (Industrials)
Equity, Since 31 Dec 25 | KSHINTL		2%₹17 Cr201,146
↓ -32,069
Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 31 May 26 | TMPV		2%₹14 Cr408,034
↑ 200,288

3. DSP 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

Research Highlights for DSP Small Cap Fund 

  • Upper mid AUM (₹19,635 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.40% (upper mid).
  • 3Y return: 17.18% (top quartile).
  • 1Y return: 13.81% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.19 (upper mid).
  • Information ratio: 0.00 (top quartile).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~89%).
  • Largest holding Thangamayil Jewellery Ltd (~4.8%).

Below is the key information for DSP Small Cap Fund 

DSP Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (03 Aug 26) ₹222.56 ↑ 2.12   (0.96 %)
Net Assets (Cr) ₹19,635 on 30 Jun 26
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.19
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 Jul 21₹10,000
31 Jul 22₹10,671
31 Jul 23₹13,675
31 Jul 24₹19,055
31 Jul 25₹19,470
31 Jul 26₹21,492

DSP Small Cap Fund  SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for DSP 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 3 Aug 26

DurationReturns
1 Month 1.6%
3 Month 9.9%
6 Month 16%
1 Year 13.8%
3 Year 17.2%
5 Year 16.4%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -2.8%
2024 25.6%
2023 41.2%
2022 0.5%
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
Fund Manager information for DSP Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1016.12 Yr.

Data below for DSP Small Cap Fund  as on 30 Jun 26

Equity Sector Allocation
SectorValue
Consumer Cyclical32.82%
Industrials16.54%
Basic Materials13.9%
Health Care9.25%
Financial Services8.12%
Consumer Defensive5.91%
Technology1.74%
Communication Services0.41%
Asset Allocation
Asset ClassValue
Cash11.3%
Equity88.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Thangamayil Jewellery Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | THANGAMAYL		5%₹945 Cr1,476,966
↓ -16,654
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG		4%₹831 Cr3,516,559
↓ -246,307
Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH		4%₹818 Cr5,333,347
↓ -4,094
Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | SANSERA		3%₹566 Cr1,770,029
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144		2%₹457 Cr3,000,722
↓ -411,066
SPR Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | SHRIPISTON		2%₹453 Cr1,081,165
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | DODLA		2%₹421 Cr3,750,000
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA		2%₹389 Cr6,390,514
↓ -580,163
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356		2%₹372 Cr8,810,488
LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 532783		2%₹367 Cr10,000,000

4. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Research Highlights for Franklin India Smaller Companies Fund

  • Lower mid AUM (₹14,336 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.19% (upper mid).
  • 3Y return: 14.99% (lower mid).
  • 1Y return: 5.26% (lower mid).
  • Alpha: -0.56 (bottom quartile).
  • Sharpe: -0.15 (lower mid).
  • Information ratio: -0.65 (bottom quartile).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Kirloskar Oil Engines Ltd (~2.7%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (03 Aug 26) ₹179.18 ↑ 2.54   (1.44 %)
Net Assets (Cr) ₹14,336 on 30 Jun 26
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.15
Information Ratio -0.65
Alpha Ratio -0.56
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 Jul 21₹10,000
31 Jul 22₹10,455
31 Jul 23₹14,218
31 Jul 24₹22,216
31 Jul 25₹20,614
31 Jul 26₹21,060

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 ₹458,689.
Net Profit of ₹158,689 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 3 Aug 26

DurationReturns
1 Month 1.1%
3 Month 5.1%
6 Month 11.5%
1 Year 5.3%
3 Year 15%
5 Year 16.2%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -8.4%
2024 23.2%
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1115.51 Yr.
Sandeep Manam18 Oct 214.79 Yr.
Akhil Kalluri8 Sep 223.9 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Industrials22.46%
Consumer Cyclical18.31%
Financial Services17.28%
Health Care10.18%
Basic Materials9.87%
Technology9.73%
Consumer Defensive3.37%
Real Estate3.26%
Utility3.08%
Asset Allocation
Asset ClassValue
Cash2.45%
Equity97.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG		3%₹387 Cr1,638,600
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK		3%₹362 Cr48,064,081
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Apr 25 | 500233		2%₹348 Cr2,871,241
Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA		2%₹332 Cr2,378,902
↓ -650,000
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS		2%₹320 Cr2,233,791
PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | PNBHOUSING		2%₹283 Cr2,721,134
Pine Labs Ltd (Technology)
Equity, Since 30 Nov 25 | PINELABS		2%₹282 Cr18,013,252
↑ 4,000,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL		2%₹269 Cr615,000
↑ 80,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929		2%₹258 Cr5,158,254
↑ 12
Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM		2%₹257 Cr3,281,339
↓ -150,000

5. Sundaram Small Cap Fund

(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.

Research Highlights for Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,872 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.19% (upper mid).
  • 3Y return: 17.61% (top quartile).
  • 1Y return: 15.27% (top quartile).
  • Alpha: 8.89 (top quartile).
  • Sharpe: 0.25 (top quartile).
  • Information ratio: -0.17 (upper mid).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding MTAR Technologies Ltd (~5.2%).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (03 Aug 26) ₹292.233 ↑ 5.57   (1.94 %)
Net Assets (Cr) ₹3,872 on 30 Jun 26
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 0.25
Information Ratio -0.17
Alpha Ratio 8.89
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 Jul 21₹10,000
31 Jul 22₹10,295
31 Jul 23₹13,174
31 Jul 24₹18,771
31 Jul 25₹18,953
31 Jul 26₹21,006

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Sundaram 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 3 Aug 26

DurationReturns
1 Month 1.6%
3 Month 8.8%
6 Month 14%
1 Year 15.3%
3 Year 17.6%
5 Year 16.2%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2025 0.4%
2024 19.1%
2023 45.3%
2022 -2.1%
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Rohit Seksaria1 Nov 223.75 Yr.
Shalav Saket20 Mar 260.37 Yr.

Data below for Sundaram Small Cap Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Financial Services20.36%
Industrials20.15%
Consumer Cyclical19.97%
Health Care11.67%
Basic Materials7.92%
Technology4.48%
Communication Services4.08%
Consumer Defensive2.4%
Real Estate2.06%
Utility1.02%
Asset Allocation
Asset ClassValue
Cash5.09%
Equity94.11%
Debt0.79%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH		5%₹202 Cr264,884
Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | RATEGAIN		4%₹138 Cr1,534,556
Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM		3%₹132 Cr1,681,362
SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS		3%₹128 Cr577,256
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ETERNAL		3%₹107 Cr4,056,832
↑ 442,358
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING		3%₹99 Cr957,209
Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE		2%₹94 Cr660,211
↑ 53,608
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN		2%₹92 Cr97,466
↓ -8,099
Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 24 | 524558		2%₹83 Cr44,855
DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK		2%₹82 Cr4,443,809

6. HDFC Small Cap Fund

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

Research Highlights for HDFC Small Cap Fund

  • Top quartile AUM (₹40,417 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.85% (lower mid).
  • 3Y return: 12.86% (lower mid).
  • 1Y return: 2.21% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.37 (bottom quartile).
  • Information ratio: 0.00 (top quartile).
  • Top sector: Industrials.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~90%).
  • Largest holding Aster DM Quality Care Ltd Ordinary Shares (~3.8%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (03 Aug 26) ₹142.729 ↑ 2.56   (1.83 %)
Net Assets (Cr) ₹40,417 on 30 Jun 26
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 1.58
Sharpe Ratio -0.37
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 Jul 21₹10,000
31 Jul 22₹10,056
31 Jul 23₹14,262
31 Jul 24₹19,750
31 Jul 25₹20,027
31 Jul 26₹19,864

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 ₹436,710.
Net Profit of ₹136,710 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 3 Aug 26

DurationReturns
1 Month 3.1%
3 Month 8.4%
6 Month 4.8%
1 Year 2.2%
3 Year 12.9%
5 Year 14.8%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -0.6%
2024 20.4%
2023 44.8%
2022 4.6%
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 1412.1 Yr.
Dhruv Muchhal22 Jun 233.11 Yr.

Data below for HDFC Small Cap Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Industrials21.72%
Consumer Cyclical21.45%
Financial Services12.76%
Health Care12.32%
Technology9.08%
Basic Materials6.99%
Consumer Defensive3.97%
Communication Services1.59%
Asset Allocation
Asset ClassValue
Cash10.12%
Equity89.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM		4%₹1,549 Cr19,740,031
↓ -500,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL		3%₹1,337 Cr58,522,189
↑ 600,000
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134		3%₹1,276 Cr46,828,792
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL		3%₹1,211 Cr9,775,044
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS		2%₹941 Cr6,563,458
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | KIMS		2%₹907 Cr11,133,566
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 532843		2%₹903 Cr9,440,132
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX		2%₹847 Cr6,392,076
↑ 78,083
Apar Industries Ltd (Industrials)
Equity, Since 30 Sep 16 | APARINDS		2%₹793 Cr505,371
Indian Bank (Financial Services)
Equity, Since 31 Jul 16 | 532814		2%₹791 Cr9,688,128

7. ICICI Prudential Smallcap Fund

(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.

Research Highlights for ICICI Prudential Smallcap Fund

  • Lower mid AUM (₹9,379 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.49% (lower mid).
  • 3Y return: 12.37% (bottom quartile).
  • 1Y return: 4.30% (bottom quartile).
  • Alpha: -0.66 (bottom quartile).
  • Sharpe: -0.16 (bottom quartile).
  • Information ratio: -0.94 (bottom quartile).
  • Top sector: Industrials.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding HDFC Bank Ltd (~2.6%).

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (03 Aug 26) ₹90.94 ↑ 1.12   (1.25 %)
Net Assets (Cr) ₹9,379 on 30 Jun 26
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.16
Information Ratio -0.94
Alpha Ratio -0.66
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 Jul 21₹10,000
31 Jul 22₹10,867
31 Jul 23₹13,443
31 Jul 24₹19,079
31 Jul 25₹18,293
31 Jul 26₹18,720

ICICI Prudential Smallcap 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 ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26

DurationReturns
1 Month 1.4%
3 Month 7.3%
6 Month 8%
1 Year 4.3%
3 Year 12.4%
5 Year 13.5%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -0.4%
2024 15.6%
2023 37.9%
2022 5.7%
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Rajat Chandak5 Feb 260.48 Yr.
Sharmila D'Silva30 Jun 224.09 Yr.
Aatur Shah21 Apr 251.28 Yr.
Sakshat Goel5 Feb 260.48 Yr.
Gaurav Jain5 Feb 260.48 Yr.

Data below for ICICI Prudential Smallcap Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Industrials25.35%
Consumer Cyclical22.29%
Basic Materials18.12%
Financial Services11.92%
Health Care8.56%
Technology5.38%
Utility2.04%
Consumer Defensive1.45%
Energy1.39%
Real Estate1.2%
Communication Services0.42%
Asset Allocation
Asset ClassValue
Cash1.89%
Equity98.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | HDFCBANK		3%₹239 Cr3,000,000
Atul Ltd (Basic Materials)
Equity, Since 31 Oct 23 | ATUL		2%₹226 Cr350,000
Shadowfax Technologies Ltd (Industrials)
Equity, Since 28 Feb 26 | SHADOWFAX		2%₹212 Cr9,375,135
↓ -293,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | M&M		2%₹201 Cr656,078
↑ 30,000
Timken India Ltd (Industrials)
Equity, Since 30 Nov 23 | 522113		2%₹194 Cr555,849
↑ 849
Minda Corp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 26 | MINDACORP		2%₹185 Cr2,661,515
↓ -309,315
R R Kabel Ltd (Industrials)
Equity, Since 30 Jun 26 | RRKABEL		2%₹183 Cr763,172
↑ 763,172
Travel Food Services Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TRAVELFOOD		2%₹173 Cr1,305,678
↑ 431,334
TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 520056		2%₹169 Cr123,583
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Aug 25 | 533655		2%₹166 Cr2,400,000
↑ 400,000

8. 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

Research Highlights for SBI Small Cap Fund

  • Upper mid AUM (₹40,157 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.22% (bottom quartile).
  • 3Y return: 11.68% (bottom quartile).
  • 1Y return: 5.58% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.07 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Higher exposure to Consumer Cyclical vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Ather Energy Ltd (~5.7%).

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (03 Aug 26) ₹179.811 ↑ 2.36   (1.33 %)
Net Assets (Cr) ₹40,157 on 30 Jun 26
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating ☆☆☆☆☆
Risk Moderately High
Expense Ratio 1.58
Sharpe Ratio -0.07
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 Jul 21₹10,000
31 Jul 22₹10,881
31 Jul 23₹13,584
31 Jul 24₹19,186
31 Jul 25₹18,020
31 Jul 26₹18,535

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 ₹426,080.
Net Profit of ₹126,080 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 3 Aug 26

DurationReturns
1 Month 0%
3 Month 7.1%
6 Month 10.7%
1 Year 5.6%
3 Year 11.7%
5 Year 13.2%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -4.9%
2024 24.1%
2023 25.3%
2022 8.1%
2021 47.6%
2020 33.6%
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 1312.71 Yr.

Data below for SBI Small Cap Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Consumer Cyclical27.49%
Industrials21.45%
Financial Services16.11%
Basic Materials13.27%
Technology5.26%
Consumer Defensive3.38%
Health Care2.5%
Utility2.23%
Real Estate0.74%
Communication Services0.34%
Asset Allocation
Asset ClassValue
Cash7.08%
Equity92.76%
Debt0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ather Energy Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | ATHERENERG		6%₹2,292 Cr20,096,960
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | NAVINFLUOR		3%₹1,254 Cr1,631,795
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 25 | HONAUT		3%₹1,185 Cr298,145
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB		3%₹1,093 Cr52,419,485
↑ 131
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL		3%₹1,082 Cr7,900,000
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | ZFCVINDIA		3%₹1,078 Cr4,200,000
Belrise Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 25 | BELRISE		3%₹1,039 Cr43,542,092
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | KIMS		2%₹1,004 Cr12,323,990
Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | SUNDRMFAST		2%₹934 Cr10,000,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL		2%₹907 Cr7,700,000

9. 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.

Research Highlights for Aditya Birla Sun Life Small Cap Fund

  • Bottom quartile AUM (₹5,731 Cr).
  • Established history (19+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.50% (bottom quartile).
  • 3Y return: 15.63% (upper mid).
  • 1Y return: 15.74% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.22 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Sai Life Sciences Ltd (~2.8%).

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 (03 Aug 26) ₹97.7438 ↑ 1.12   (1.16 %)
Net Assets (Cr) ₹5,731 on 30 Jun 26
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆☆
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.22
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 Jul 21₹10,000
31 Jul 22₹9,333
31 Jul 23₹11,775
31 Jul 24₹16,843
31 Jul 25₹15,923
31 Jul 26₹17,962

Aditya Birla Sun Life Small Cap Fund SIP Returns

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

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26

DurationReturns
1 Month 2.6%
3 Month 10%
6 Month 16.4%
1 Year 15.7%
3 Year 15.6%
5 Year 12.5%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -3.7%
2024 21.5%
2023 39.4%
2022 -6.5%
2021 51.4%
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Abhinav Khandelwal31 Oct 241.75 Yr.
Dhaval Joshi21 Nov 223.7 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Financial Services19.23%
Consumer Cyclical18.98%
Industrials14.52%
Health Care13.22%
Basic Materials12.28%
Consumer Defensive8.55%
Technology3.4%
Real Estate3.37%
Utility1.45%
Communication Services0.97%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sai Life Sciences Ltd (Healthcare)
Equity, Since 30 Jun 25 | SAILIFE		3%₹162 Cr1,313,192
↑ 26,527
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR		3%₹162 Cr210,525
↓ -19,475
Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500101		3%₹148 Cr2,526,165
↓ -200,000
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS		2%₹136 Cr1,096,068
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL		2%₹125 Cr1,060,480
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 May 20 | RADICO		2%₹119 Cr302,373
↓ -25,000
Bikaji Foods International Ltd (Consumer Defensive)
Equity, Since 30 Nov 22 | BIKAJI		2%₹117 Cr1,802,177
↑ 233,999
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING		2%₹112 Cr1,081,130
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 25 | UJJIVANSFB		2%₹112 Cr18,907,129
Shaily Engineering Plastics Ltd (Basic Materials)
Equity, Since 31 Oct 25 | 501423		2%₹109 Cr376,964
↑ 15,952

10. Kotak Small Cap Fund

(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.

Research Highlights for Kotak Small Cap Fund

  • Upper mid AUM (₹18,691 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.47% (bottom quartile).
  • 3Y return: 12.53% (bottom quartile).
  • 1Y return: 4.94% (bottom quartile).
  • Alpha: -1.40 (bottom quartile).
  • Sharpe: -0.19 (bottom quartile).
  • Information ratio: -0.97 (bottom quartile).
  • Higher exposure to Health Care vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding Aster DM Healthcare Ltd Ordinary Shares (~4.8%).

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (03 Aug 26) ₹272.604 ↑ 3.84   (1.43 %)
Net Assets (Cr) ₹18,691 on 30 Jun 26
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.66
Sharpe Ratio -0.19
Information Ratio -0.97
Alpha Ratio -1.4
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.

DateValue
31 Jul 21₹10,000
31 Jul 22₹10,606
31 Jul 23₹12,876
31 Jul 24₹18,556
31 Jul 25₹17,616
31 Jul 26₹17,988

Kotak Small Cap Fund SIP Returns

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

Returns for Kotak 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 3 Aug 26

DurationReturns
1 Month 1.3%
3 Month 9.5%
6 Month 12.6%
1 Year 4.9%
3 Year 12.5%
5 Year 12.5%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -9.1%
2024 25.5%
2023 34.8%
2022 -3.1%
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Harish Bihani20 Oct 232.78 Yr.

Data below for Kotak Small Cap Fund as on 30 Jun 26

Equity Sector Allocation
SectorValue
Health Care24.45%
Industrials21.48%
Consumer Cyclical19.83%
Financial Services14.86%
Basic Materials7.8%
Real Estate3.17%
Consumer Defensive2.85%
Technology1.63%
Communication Services1.6%
Utility0.78%
Asset Allocation
Asset ClassValue
Cash1.54%
Equity98.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 24 | ASTERDM		5%₹889 Cr11,327,234
Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | VIJAYA		4%₹738 Cr5,454,656
↓ -40,230
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | KIMS		4%₹689 Cr8,454,118
Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | SANSERA		4%₹665 Cr2,081,679
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL		3%₹489 Cr3,572,133
Minda Corp Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | MINDACORP		2%₹460 Cr6,607,215
Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 532548		2%₹437 Cr5,836,731
Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 May 23 | 532331		2%₹392 Cr1,144,880
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE		2%₹384 Cr3,641,516
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Nov 22 | SHRIRAMFIN		2%₹376 Cr3,603,518

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

benefits-of-small-cap-mutual-funds

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?

  1. Fincash.com এ আজীবনের জন্য বিনামূল্যে বিনিয়োগ অ্যাকাউন্ট খুলুন।

  2. আপনার রেজিস্ট্রেশন এবং KYC প্রক্রিয়া সম্পূর্ণ করুন

  3. নথি আপলোড করুন (প্যান, আধার, ইত্যাদি)।এবং, আপনি বিনিয়োগ করতে প্রস্তুত!

    এবার শুরু করা যাক

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।

Disclaimer:
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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Mohd Alvi, posted on 12 Feb 22 10:49 PM

Good n nice

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I believe SBI small cap fund is the best to get good returns in long run.

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