+91-22-48913909શ્રેષ્ઠ 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.
Talk to our investment specialist
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 ₹241.039
↓ -1.16 ₹3,285 -5.4 -6.7 12.5 17.9 17.5 0.4 Aditya Birla Sun Life Small Cap Fund Growth ₹80.2817
↓ -0.59 ₹4,778 -3.4 -5.2 12.6 16.7 13.1 -3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Mar 26 Research Highlights & Commentary of 2 Funds showcased
Commentary Sundaram Small Cap Fund Aditya Birla Sun Life Small Cap Fund Point 1 Bottom quartile AUM (₹3,285 Cr). Highest AUM (₹4,778 Cr). Point 2 Oldest track record among peers (21 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.47% (upper mid). 5Y return: 13.13% (bottom quartile). Point 6 3Y return: 17.88% (upper mid). 3Y return: 16.75% (bottom quartile). Point 7 1Y return: 12.52% (bottom quartile). 1Y return: 12.63% (upper mid). Point 8 Alpha: 3.29 (upper mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.01 (bottom quartile). Sharpe: 0.01 (upper mid). Point 10 Information ratio: -0.17 (bottom quartile). Information ratio: 0.00 (upper mid). Sundaram Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
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. Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on (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 Below is the key information for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on 1. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (11 Mar 26) ₹241.039 ↓ -1.16 (-0.48 %) Net Assets (Cr) ₹3,285 on 31 Jan 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.01 Information Ratio -0.17 Alpha Ratio 3.29 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 28 Feb 21 ₹10,000 28 Feb 22 ₹13,411 28 Feb 23 ₹14,148 29 Feb 24 ₹21,580 28 Feb 25 ₹20,330 28 Feb 26 ₹24,434 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 26 Duration Returns 1 Month -8.1% 3 Month -5.4% 6 Month -6.7% 1 Year 12.5% 3 Year 17.9% 5 Year 17.5% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.4% 2023 19.1% 2022 45.3% 2021 -2.1% 2020 60.3% 2019 26.2% 2018 -6.1% 2017 -29.2% 2016 55.6% 2015 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 3.25 Yr. Data below for Sundaram Small Cap Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Consumer Cyclical 21.15% Financial Services 20.16% Industrials 18.8% Health Care 10.95% Basic Materials 9.04% Communication Services 4.99% Technology 4.36% Consumer Defensive 2.51% Real Estate 2.14% Utility 1.15% Asset Allocation
Asset Class Value Cash 4.38% Equity 95.56% Debt 0.06% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH4% ₹126 Cr 430,300 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹97 Cr 132,088
↓ -8,733 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹96 Cr 577,256 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹93 Cr 1,681,362 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹91 Cr 987,211
↑ 53,583 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK3% ₹89 Cr 4,443,809
↓ -159,721 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹88 Cr 569,587 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹88 Cr 1,434,521 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹88 Cr 431,921 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹82 Cr 992,680
↑ 39,072 2. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (11 Mar 26) ₹80.2817 ↓ -0.59 (-0.73 %) Net Assets (Cr) ₹4,778 on 31 Jan 26 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.01 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.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,988 28 Feb 23 ₹12,024 29 Feb 24 ₹17,652 28 Feb 25 ₹16,665 28 Feb 26 ₹20,103 Returns for Aditya Birla Sun Life Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Mar 26 Duration Returns 1 Month -6.6% 3 Month -3.4% 6 Month -5.2% 1 Year 12.6% 3 Year 16.7% 5 Year 13.1% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 21.5% 2022 39.4% 2021 -6.5% 2020 51.4% 2019 19.8% 2018 -11.5% 2017 -22.6% 2016 56.7% 2015 9.7% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Abhinav Khandelwal 31 Oct 24 1.25 Yr. Dhaval Joshi 21 Nov 22 3.2 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 23.97% Consumer Cyclical 15.76% Industrials 14.94% Health Care 13.54% Basic Materials 12.16% Consumer Defensive 7.28% Real Estate 4.39% Technology 2.1% Utility 1.38% Asset Allocation
Asset Class Value Cash 4.48% Equity 95.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR3% ₹146 Cr 240,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX3% ₹143 Cr 566,000
↓ -75,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5900033% ₹123 Cr 4,072,155
↑ 263,819 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹107 Cr 1,462,004
↓ -37,996 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL2% ₹105 Cr 1,078,825 Sai Life Sciences Ltd (Healthcare)
Equity, Since 30 Jun 25 | SAILIFE2% ₹104 Cr 1,245,785
↑ 20,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 25 | UJJIVANSFB2% ₹97 Cr 14,830,393
↑ 3,000,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 28 Feb 25 | RAMCOCEM2% ₹96 Cr 858,998
↑ 61,414 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING2% ₹89 Cr 1,081,130
↑ 25,000 Manappuram Finance Ltd (Financial Services)
Equity, Since 31 Jul 25 | MANAPPURAM2% ₹83 Cr 2,931,940
↑ 200,000
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.
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Sundaram Small Cap Fund