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શ્રેષ્ઠ સ્મોલ અને મિડકેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ 2022
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Small Cap Fund Growth ₹265.68
↓ -0.29 ₹3,439 11.5 9.1 7 24.2 31.5 19.1 TATA Mid Cap Growth Fund Growth ₹437.852
↑ 0.89 ₹4,985 8.6 8.4 0.3 22.8 26.7 22.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jul 25 છેલ્લું 3 વર્ષનું વળતર.
(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 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 Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on 1. Sundaram Small Cap Fund
CAGR/Annualized return of 17.4% since its launch. Ranked 19 in Small Cap category. Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (23 Jul 25) ₹265.68 ↓ -0.29 (-0.11 %) 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.
Date Value 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 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jul 25 Duration Returns 1 Month 4.6% 3 Month 11.5% 6 Month 9.1% 1 Year 7% 3 Year 24.2% 5 Year 31.5% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rohit Seksaria 1 Nov 22 2.58 Yr. Data below for Sundaram Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 20.34% Industrials 20.11% Consumer Cyclical 18.42% Health Care 11.06% Basic Materials 7.62% Communication Services 3.7% Consumer Defensive 3.69% Technology 3.46% Real Estate 3.24% Utility 1.23% Asset Allocation
Asset Class Value Cash 7.04% Equity 92.85% Debt 0.11% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹106 Cr 1,898,655 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹95 Cr 410,809
↑ 656 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹95 Cr 906,389
↑ 70,411 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹92 Cr 530,036 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹79 Cr 936,780 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹79 Cr 140,821 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY2% ₹75 Cr 793,969 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | 5429042% ₹72 Cr 16,665,062
↓ -2,160,705 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433872% ₹72 Cr 648,946 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN2% ₹70 Cr 1,184,520 2. TATA Mid Cap Growth Fund
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% . TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (23 Jul 25) ₹437.852 ↑ 0.89 (0.20 %) 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.
Date Value 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 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jul 25 Duration Returns 1 Month 3.7% 3 Month 8.6% 6 Month 8.4% 1 Year 0.3% 3 Year 22.8% 5 Year 26.7% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Satish Mishra 9 Mar 21 4.31 Yr. Data below for TATA Mid Cap Growth Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 20.2% Financial Services 17.67% Health Care 14.98% Consumer Cyclical 11.65% Basic Materials 11.19% Real Estate 4.35% Technology 4.32% Communication Services 3.5% Utility 2.56% Energy 1.57% Consumer Defensive 1.42% Asset Allocation
Asset Class Value Cash 6.58% Equity 93.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL4% ₹195 Cr 1,300,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹138 Cr 270,000 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND3% ₹121 Cr 369,694 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 5331553% ₹118 Cr 1,800,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | AUBANK3% ₹118 Cr 1,700,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | LUPIN2% ₹117 Cr 600,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA2% ₹115 Cr 1,000,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹113 Cr 600,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹105 Cr 576,129 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹101 Cr 1,001,126
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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