SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909Dashboard

बेस्ट स्मॉल एंड मिडकैप इक्विटी म्यूचुअल फंड 2022

Updated on September 1, 2025 , 3096 views

मिड और स्मॉल कैपम्यूचुअल फंड्स लंबे समय में अच्छा मुनाफा देने की क्षमता के कारण एक प्रसिद्ध योजना है। लंबी अवधि के निवेश लक्ष्यों के लिए इन फंडों को सबसे अच्छे धन सृजन साधनों में से एक माना जाता है। निवेशक अपने विभिन्न लक्ष्यों की योजना बना सकते हैं जैसेसेवानिवृत्ति योजना, बच्चे की उच्च शिक्षा या घर/कार आदि की खरीद। मध्य औरस्मॉल कैप फंड एक प्रकार के म्यूच्यूअल फण्ड हैं जो मध्यम से छोटे आकार की कंपनियों के शेयरों में निवेश करते हैं।

इन फंडों को आम तौर पर फर्मों के रूप में परिभाषित किया जाता हैमंडी INR 1000- 500 करोड़ का पूंजीकरण (MC = कंपनी द्वारा जारी किए गए शेयरों की संख्या X बाजार मूल्य प्रति शेयर)। परंपरागत रूप से, मिड-कैप मध्यम आकार की कंपनियां होती हैं, जो अगर अच्छी तरह से चलती हैं और एक अच्छी व्यावसायिक रणनीति होती है तो कल के नेता या लार्ज-कैप बन जाते हैं। वास्तव में,मध्यम दर्जे की कंपनियों के शेयर कम ब्याज दरों, कम इनपुट लागत और सुधार के कारण वर्ष 2015 में शेयरों ने लार्ज कैप और स्मॉल कैप दोनों शेयरों को पीछे छोड़ दिया।राजधानी कमी। बीएसई मिड-कैप और बीएसई स्मॉल-कैप इंडेक्स क्रमशः 7.43% और 6.76% बढ़े, जबकि इसी अवधि के दौरान बीएसई सेंसेक्स 5.03% गिर गया।

जो निवेशक मिड और स्मॉल कैप फंड में निवेश करने के इच्छुक हैं, वे नीचे 2500 करोड़ से अधिक के एयूएम आकार के साथ शीर्ष प्रदर्शन करने वाले फंड हैं।

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

2022 में निवेश करने के लिए शीर्ष 6 सर्वश्रेष्ठ स्मॉल एंड मिडकैप फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Sundaram Small Cap Fund Growth ₹256.247
↑ 2.01
₹3,3941.423.7-3.819.827.419.1
TATA Mid Cap Growth Fund Growth ₹428.437
↑ 1.58
₹4,9842.918.6-5.219.824.122.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25

Research Highlights & Commentary of 2 Funds showcased

CommentarySundaram Small Cap FundTATA Mid Cap Growth Fund
Point 1Bottom quartile AUM (₹3,394 Cr).Highest AUM (₹4,984 Cr).
Point 2Established history (20+ yrs).Oldest track record among peers (31 yrs).
Point 3Top rated.Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 27.45% (upper mid).5Y return: 24.07% (bottom quartile).
Point 63Y return: 19.80% (upper mid).3Y return: 19.75% (bottom quartile).
Point 71Y return: -3.80% (upper mid).1Y return: -5.18% (bottom quartile).
Point 8Alpha: 3.14 (upper mid).Alpha: -4.59 (bottom quartile).
Point 9Sharpe: -0.17 (upper mid).Sharpe: -0.59 (bottom quartile).
Point 10Information ratio: -0.51 (upper mid).Information ratio: -0.81 (bottom quartile).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,394 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 27.45% (upper mid).
  • 3Y return: 19.80% (upper mid).
  • 1Y return: -3.80% (upper mid).
  • Alpha: 3.14 (upper mid).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: -0.51 (upper mid).

TATA Mid Cap Growth Fund

  • Highest AUM (₹4,984 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.07% (bottom quartile).
  • 3Y return: 19.75% (bottom quartile).
  • 1Y return: -5.18% (bottom quartile).
  • Alpha: -4.59 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: -0.81 (bottom quartile).
*उपरोक्त निधियों की सूची में 2,500 करोड़ से अधिक की शुद्ध संपत्ति है। पर छाँटा गयापिछले 3 साल का रिटर्न.

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.

Research Highlights for Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,394 Cr).
  • Established history (20+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 27.45% (upper mid).
  • 3Y return: 19.80% (upper mid).
  • 1Y return: -3.80% (upper mid).
  • Alpha: 3.14 (upper mid).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: -0.51 (upper mid).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (03 Sep 25) ₹256.247 ↑ 2.01   (0.79 %)
Net Assets (Cr) ₹3,394 on 31 Jul 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio -0.17
Information Ratio -0.51
Alpha Ratio 3.14
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 Aug 20₹10,000
31 Aug 21₹18,459
31 Aug 22₹19,814
31 Aug 23₹25,026
31 Aug 24₹35,242
31 Aug 25₹33,391

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 ₹598,181.
Net Profit of ₹298,181
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 Sep 25

DurationReturns
1 Month 1.1%
3 Month 1.4%
6 Month 23.7%
1 Year -3.8%
3 Year 19.8%
5 Year 27.4%
10 Year
15 Year
Since launch 17.1%
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 222.83 Yr.

Data below for Sundaram Small Cap Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Consumer Cyclical20.38%
Industrials19.06%
Financial Services19.02%
Health Care11.84%
Basic Materials8.13%
Communication Services5.23%
Technology3.41%
Consumer Defensive3.24%
Real Estate2.66%
Utility1.15%
Asset Allocation
Asset ClassValue
Cash5.8%
Equity94.11%
Debt0.1%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM
3%₹115 Cr1,898,655
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY
3%₹111 Cr899,463
Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
3%₹104 Cr530,036
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
3%₹98 Cr991,559
↑ 85,170
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN
3%₹95 Cr140,821
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹86 Cr410,809
SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543387
2%₹80 Cr648,946
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹75 Cr395,668
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹74 Cr16,665,062
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN
2%₹70 Cr1,184,520

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.

Research Highlights for TATA Mid Cap Growth Fund

  • Highest AUM (₹4,984 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.07% (bottom quartile).
  • 3Y return: 19.75% (bottom quartile).
  • 1Y return: -5.18% (bottom quartile).
  • Alpha: -4.59 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: -0.81 (bottom quartile).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (03 Sep 25) ₹428.437 ↑ 1.58   (0.37 %)
Net Assets (Cr) ₹4,984 on 31 Jul 25
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio -0.59
Information Ratio -0.81
Alpha Ratio -4.59
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
31 Aug 20₹10,000
31 Aug 21₹16,715
31 Aug 22₹17,573
31 Aug 23₹21,641
31 Aug 24₹31,745
31 Aug 25₹29,666

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 ₹556,833.
Net Profit of ₹256,833
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 3 Sep 25

DurationReturns
1 Month 1.4%
3 Month 2.9%
6 Month 18.6%
1 Year -5.2%
3 Year 19.8%
5 Year 24.1%
10 Year
15 Year
Since launch 12.8%
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 214.48 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Industrials19.74%
Financial Services16.26%
Health Care14.69%
Consumer Cyclical13.37%
Basic Materials13.11%
Technology4.09%
Real Estate3.98%
Communication Services3.26%
Consumer Defensive2.39%
Utility2%
Energy1.51%
Asset Allocation
Asset ClassValue
Cash5.58%
Equity94.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹165 Cr1,100,000
↓ -150,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹140 Cr278,911
↑ 8,911
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹131 Cr369,694
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 540611
3%₹126 Cr1,700,000
UPL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | UPL
2%₹120 Cr1,700,000
↑ 200,000
Patanjali Foods Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | PATANJALI
2%₹119 Cr635,200
↑ 235,200
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
2%₹118 Cr1,800,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹116 Cr600,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI
2%₹116 Cr600,000
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 532814
2%₹115 Cr1,848,863
↑ 448,863

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
How helpful was this page ?
Rated 5, based on 1 reviews.
POST A COMMENT