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शीर्ष 6 सर्वश्रेष्ठ प्रदर्शन करने वाले स्मॉल एंड मिडकैप इक्विटी म्यूचुअल फंड 2022

फिनकैश »म्यूचुअल फंड्स »बेस्ट स्मॉल एंड मिडकैप फंड

बेस्ट स्मॉल एंड मिडकैप इक्विटी म्यूचुअल फंड 2022

Updated on April 20, 2024 , 2383 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।

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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 (%)2023 (%)
Sundaram Small Cap Fund Growth ₹229.068
↑ 1.91
₹3,056416.451.728.222.545.3
Invesco India Mid Cap Fund Growth ₹133.3
↑ 2.06
₹4,2805.922.449.125.122.134.1
TATA Mid Cap Growth Fund Growth ₹380.921
↑ 3.22
₹3,348621.954.524.922.340.5
Aditya Birla Sun Life Midcap Fund Growth ₹672.75
↑ 4.55
₹4,9135.718.949.624.618.639.9
Aditya Birla Sun Life Small Cap Fund Growth ₹76.6552
↑ 0.81
₹4,4442.312.848.621.51739.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Apr 24
*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.

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 17.7% since its launch.  Ranked 19 in Small Cap category.  Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (23 Apr 24) ₹229.068 ↑ 1.91   (0.84 %)
Net Assets (Cr) ₹3,056 on 29 Feb 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 3.4
Information Ratio -0.22
Alpha Ratio 2.2
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 Mar 19₹10,000
31 Mar 20₹6,221
31 Mar 21₹12,589
31 Mar 22₹17,263
31 Mar 23₹17,238
31 Mar 24₹25,783

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 ₹530,691.
Net Profit of ₹230,691
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 23 Apr 24

DurationReturns
1 Month 5.1%
3 Month 4%
6 Month 16.4%
1 Year 51.7%
3 Year 28.2%
5 Year 22.5%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 108.7%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 222.25 Yr.
Rohit Seksaria1 Nov 221.42 Yr.

Data below for Sundaram Small Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services27.33%
Industrials15.64%
Consumer Cyclical12.21%
Technology10.91%
Health Care8.37%
Basic Materials6.3%
Consumer Defensive4.76%
Real Estate3.5%
Communication Services2.19%
Utility1.36%
Asset Allocation
Asset ClassValue
Cash4.84%
Equity95.16%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹89 Cr235,807
↓ -28,904
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹85 Cr1,102,494
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹85 Cr232,356
↓ -16,214
Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -
3%₹79 Cr1,441,430
↑ 222,355
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI
3%₹79 Cr244,791
↓ -23,789
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹74 Cr700,492
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
2%₹71 Cr350,728
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532810
2%₹70 Cr1,754,986
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹65 Cr1,682,672
↑ 81,278
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
2%₹64 Cr410,580

2. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 38 in Mid Cap category.  Return for 2023 was 34.1% , 2022 was 0.5% and 2021 was 43.1% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (23 Apr 24) ₹133.3 ↑ 2.06   (1.57 %)
Net Assets (Cr) ₹4,280 on 31 Mar 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 3.46
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 Mar 19₹10,000
31 Mar 20₹7,969
31 Mar 21₹14,043
31 Mar 22₹17,343
31 Mar 23₹17,319
31 Mar 24₹26,151

Invesco India Mid 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 ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Invesco India Mid 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 23 Apr 24

DurationReturns
1 Month 5.3%
3 Month 5.9%
6 Month 22.4%
1 Year 49.1%
3 Year 25.1%
5 Year 22.1%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.1%
2022 0.5%
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
2014 77%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 230.39 Yr.
Amit Ganatra1 Sep 230.58 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Consumer Cyclical27.82%
Financial Services21.68%
Industrials14.51%
Health Care11.49%
Technology8.47%
Real Estate6.12%
Basic Materials5.02%
Utility1.98%
Consumer Defensive1.94%
Asset Allocation
Asset ClassValue
Cash0.96%
Equity99.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
5%₹212 Cr546,046
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹178 Cr2,246,434
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹173 Cr11,480,924
↑ 379,188
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | CHOLAFIN
4%₹167 Cr1,537,576
↑ 155,753
L&T Finance Holdings Ltd (Financial Services)
Equity, Since 31 Dec 23 | L&TFH
4%₹165 Cr9,883,840
↑ 204,597
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 500877
4%₹151 Cr2,903,958
↑ 251,465
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | KALYANKJIL
3%₹143 Cr3,611,063
↑ 810,796
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹134 Cr1,383,185
↑ 96,625
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
3%₹132 Cr1,134,386
↑ 97,183
Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | 543904
3%₹128 Cr600,883

3. 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 13% since its launch.  Ranked 31 in Mid Cap category.  Return for 2023 was 40.5% , 2022 was 0.6% and 2021 was 40% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (23 Apr 24) ₹380.921 ↑ 3.22   (0.85 %)
Net Assets (Cr) ₹3,348 on 31 Mar 24
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 3.26
Information Ratio -0.74
Alpha Ratio 3.31
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 Mar 19₹10,000
31 Mar 20₹7,657
31 Mar 21₹13,925
31 Mar 22₹17,104
31 Mar 23₹17,083
31 Mar 24₹25,900

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 ₹530,691.
Net Profit of ₹230,691
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 23 Apr 24

DurationReturns
1 Month 5.7%
3 Month 6%
6 Month 21.9%
1 Year 54.5%
3 Year 24.9%
5 Year 22.3%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 80%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 213.06 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials34.49%
Financial Services16.97%
Health Care11.54%
Basic Materials9.77%
Consumer Cyclical9.08%
Real Estate6.54%
Technology4.02%
Consumer Defensive2.16%
Energy1.62%
Communication Services1.25%
Utility1.11%
Asset Allocation
Asset ClassValue
Cash1.44%
Equity98.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX
3%₹108 Cr296,518
↓ -35,351
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹104 Cr380,000
↓ -70,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹103 Cr1,000,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
3%₹96 Cr4,200,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
3%₹92 Cr250,000
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Nov 22 | CREDITACC
3%₹88 Cr600,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Jun 22 | 500233
3%₹86 Cr670,000
↑ 30,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL
2%₹82 Cr4,000,000
↑ 500,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹81 Cr500,000
Birlasoft Ltd (Technology)
Equity, Since 30 Jun 23 | BSOFT
2%₹81 Cr1,040,228

4. Aditya Birla Sun Life Midcap Fund

An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks.

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap fund was launched on 3 Oct 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.5% since its launch.  Ranked 16 in Mid Cap category.  Return for 2023 was 39.9% , 2022 was -5.3% and 2021 was 50.4% .

Below is the key information for Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund
Growth
Launch Date 3 Oct 02
NAV (23 Apr 24) ₹672.75 ↑ 4.55   (0.68 %)
Net Assets (Cr) ₹4,913 on 31 Mar 24
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio 2.68
Information Ratio -0.94
Alpha Ratio -3.17
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 Mar 19₹10,000
31 Mar 20₹6,636
31 Mar 21₹12,022
31 Mar 22₹15,714
31 Mar 23₹14,823
31 Mar 24₹21,721

Aditya Birla Sun Life Midcap 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 Aditya Birla Sun Life Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 24

DurationReturns
1 Month 7%
3 Month 5.7%
6 Month 18.9%
1 Year 49.6%
3 Year 24.6%
5 Year 18.6%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.9%
2022 -5.3%
2021 50.4%
2020 15.5%
2019 -3.7%
2018 -16%
2017 44.8%
2016 5.7%
2015 10.4%
2014 72.6%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure
Harish Krishnan3 Nov 230.41 Yr.
Dhaval Joshi21 Nov 221.36 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services18.3%
Basic Materials16.82%
Industrials16.34%
Consumer Cyclical16.12%
Health Care9.33%
Technology6.89%
Utility4.2%
Consumer Defensive3.55%
Real Estate3.11%
Communication Services3.03%
Asset Allocation
Asset ClassValue
Cash2.33%
Equity97.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Sep 19 | FLUOROCHEM
3%₹169 Cr457,307
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Aug 20 | 503100
3%₹155 Cr560,844
↓ -3,547
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 532779
3%₹153 Cr1,419,262
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL
3%₹143 Cr1,855,868
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 532843
3%₹134 Cr3,294,435
↓ -25,000
Mphasis Ltd (Technology)
Equity, Since 31 Mar 20 | 526299
3%₹130 Cr498,427
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Aug 18 | 506395
3%₹126 Cr1,167,738
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 14 | CHOLAHLDNG
2%₹121 Cr1,148,702
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹114 Cr467,029
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK
2%₹113 Cr7,541,948

5. 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.

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 1 in Small Cap category.  Return for 2023 was 39.4% , 2022 was -6.5% and 2021 was 51.4% .

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 (23 Apr 24) ₹76.6552 ↑ 0.81   (1.07 %)
Net Assets (Cr) ₹4,444 on 31 Mar 24
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.44
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 Mar 19₹10,000
31 Mar 20₹5,668
31 Mar 21₹11,904
31 Mar 22₹14,426
31 Mar 23₹13,839
31 Mar 24₹20,221

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 ₹458,689.
Net Profit of ₹158,689
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 23 Apr 24

DurationReturns
1 Month 6%
3 Month 2.3%
6 Month 12.8%
1 Year 48.6%
3 Year 21.5%
5 Year 17%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.4%
2022 -6.5%
2021 51.4%
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Vishal Gajwani4 Oct 221.49 Yr.
Dhaval Joshi21 Nov 221.36 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials26.68%
Consumer Cyclical18.69%
Financial Services14.94%
Technology9.54%
Basic Materials8.1%
Health Care7.12%
Consumer Defensive5.1%
Real Estate4.84%
Communication Services0.7%
Asset Allocation
Asset ClassValue
Cash3.9%
Equity96.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
3%₹156 Cr346,400
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹134 Cr223,165
Sanofi India Ltd (Healthcare)
Equity, Since 31 Jul 21 | SANOFI
2%₹128 Cr149,109
TeamLease Services Ltd (Industrials)
Equity, Since 30 Jun 23 | TEAMLEASE
2%₹117 Cr389,550
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG
2%₹113 Cr1,072,811
R R Kabel Ltd (Industrials)
Equity, Since 30 Sep 23 | 543981
2%₹107 Cr740,047
↑ 45,000
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
2%₹105 Cr3,529,376
Go Fashion (India) Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543401
2%₹104 Cr917,687
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | 532929
2%₹102 Cr1,023,617
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹100 Cr856,177

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