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ટોચના 6 શ્રેષ્ઠ પ્રદર્શન સ્મોલ અને મિડકેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ 2022

ફિન્કેશ »મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ સ્મોલ અને મિડકેપ ફંડ્સ

શ્રેષ્ઠ સ્મોલ અને મિડકેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ 2022

Updated on July 26, 2025 , 3023 views

મિડ અને સ્મોલ કેપમ્યુચ્યુઅલ ફંડ લાંબા ગાળે સારો નફો કરવાની તેની સંભવિતતાને કારણે જાણીતી યોજના છે. આ ભંડોળને લાંબા ગાળાના રોકાણના લક્ષ્યો માટે શ્રેષ્ઠ સંપત્તિ સર્જન સાધન તરીકે પણ ગણવામાં આવે છે. રોકાણકારો તેમના વિવિધ લક્ષ્યોની યોજના બનાવી શકે છે જેમ કેનિવૃત્તિ આયોજન, બાળકનું ઉચ્ચ શિક્ષણ અથવા મકાન/કારની ખરીદી વગેરે. મધ્ય અનેસ્મોલ કેપ ફંડ્સ મ્યુચ્યુઅલ ફંડનો એક પ્રકાર છે જે મધ્યમથી નાની કદની કંપનીઓના શેરોમાં રોકાણ કરે છે.

આ ભંડોળને સામાન્ય રીતે એ સાથેની કંપનીઓ તરીકે વ્યાખ્યાયિત કરવામાં આવે છેબજાર INR 1000- 500 કરોડનું મૂડીકરણ (કંપની X બજાર ભાવ પ્રતિ શેર દ્વારા જારી કરાયેલા શેરની MC = સંખ્યા). પરંપરાગત રીતે, મિડ-કેપ્સ એ મધ્યમ કદની કંપનીઓ છે, જે જો સારી રીતે ચાલે છે અને સારી બિઝનેસ વ્યૂહરચના ધરાવે છે તો આવતીકાલની લીડર અથવા લાર્જ-કેપ્સ બની જશે. હકિકતમાં,મિડ-કેપ નીચા વ્યાજ દરો, નીચા ઈનપુટ ખર્ચ અને તેમાં સુધારાને કારણે શેરોએ વર્ષ 2015માં લાર્જ કેપ અને સ્મોલ કેપ બંને શેરોને પાછળ રાખી દીધા હતા.પાટનગર ઘટાડો BSE મિડ-કેપ અને BSE સ્મોલ-કેપ ઇન્ડેક્સ અનુક્રમે 7.43% અને 6.76% વધ્યો હતો, જ્યારે BSE સેન્સેક્સ સમાન સમયગાળા દરમિયાન 5.03% ઘટ્યો હતો.

રોકાણકારો કે જેઓ મિડ અને સ્મોલ કેપ ફંડ્સમાં રોકાણ કરવા આતુર છે, નીચે 2500 કરોડથી વધુની AUM કદ ધરાવતા ટોચના પરફોર્મિંગ ફંડ્સ છે.

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2022 માં રોકાણ કરવા માટે ટોચના 6 શ્રેષ્ઠ સ્મોલ અને મિડકેપ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Sundaram Small Cap Fund Growth ₹257.194
↓ -2.65
₹3,4399.511.71.522.830.819.1
TATA Mid Cap Growth Fund Growth ₹429.245
↓ -2.57
₹4,9857.411-3.92226.622.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 25
*ભંડોળની ઉપરની યાદીમાં 2,500 કરોડથી વધુની નેટ એસેટ્સ છે. પર છટણીછેલ્લું 3 વર્ષનું વળતર.

1. 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.

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 CAGR/Annualized return of 17.2% since its launch.  Ranked 19 in Small Cap category.  Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (28 Jul 25) ₹257.194 ↓ -2.65   (-1.02 %)
Net Assets (Cr) ₹3,439 on 30 Jun 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.04
Information Ratio -0.76
Alpha Ratio 0.16
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹20,109
30 Jun 22₹20,226
30 Jun 23₹26,794
30 Jun 24₹38,752
30 Jun 25₹40,821

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 ₹642,208.
Net Profit of ₹342,208
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 28 Jul 25

DurationReturns
1 Month -0.8%
3 Month 9.5%
6 Month 11.7%
1 Year 1.5%
3 Year 22.8%
5 Year 30.8%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 7.8%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Rohit Seksaria1 Nov 222.66 Yr.

Data below for Sundaram Small Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Consumer Cyclical20.31%
Financial Services19.47%
Industrials19.36%
Health Care12.14%
Basic Materials8.2%
Communication Services3.95%
Technology3.61%
Consumer Defensive3.17%
Real Estate2.66%
Utility1.18%
Asset Allocation
Asset ClassValue
Cash5.86%
Equity94.06%
Debt0.08%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | 540975
3%₹113 Cr1,898,655
Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
3%₹106 Cr530,036
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
3%₹101 Cr906,389
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY
3%₹100 Cr899,463
↑ 105,494
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹89 Cr410,809
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹86 Cr395,668
↑ 25,442
SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543387
2%₹83 Cr648,946
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹82 Cr16,665,062
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN
2%₹78 Cr140,821
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹77 Cr936,780

2. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 31 in Mid Cap category.  Return for 2024 was 22.7% , 2023 was 40.5% and 2022 was 0.6% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (28 Jul 25) ₹429.245 ↓ -2.57   (-0.60 %)
Net Assets (Cr) ₹4,985 on 30 Jun 25
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.25
Information Ratio -1.22
Alpha Ratio -5.65
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,959
30 Jun 22₹16,858
30 Jun 23₹21,627
30 Jun 24₹33,692
30 Jun 25₹33,832

TATA Mid Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 25

DurationReturns
1 Month -0.9%
3 Month 7.4%
6 Month 11%
1 Year -3.9%
3 Year 22%
5 Year 26.6%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.7%
2023 40.5%
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 214.31 Yr.

Data below for TATA Mid Cap Growth Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials19.96%
Financial Services17.14%
Health Care14.34%
Consumer Cyclical12.93%
Basic Materials12.41%
Technology4.38%
Real Estate4.3%
Communication Services3.56%
Utility2.16%
Energy1.58%
Consumer Defensive1.32%
Asset Allocation
Asset ClassValue
Cash5.92%
Equity94.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
4%₹206 Cr1,250,000
↓ -50,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 540611
3%₹139 Cr1,700,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹133 Cr270,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
3%₹126 Cr1,800,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹126 Cr369,694
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI
2%₹122 Cr600,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹116 Cr600,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
2%₹113 Cr1,000,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
2%₹113 Cr576,129
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA
2%₹111 Cr1,001,126

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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