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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 October 1, 2024 , 2583 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 (%)
TATA Mid Cap Growth Fund Growth ₹446.989
↓ -9.89
₹4,5144.322.746.72427.640.5
Sundaram Small Cap Fund Growth ₹267.991
↓ -4.34
₹3,503822.441.423.130.245.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Oct 24
*उपरोक्त निधियों की सूची में 2,500 करोड़ से अधिक की शुद्ध संपत्ति है। पर छाँटा गयापिछले 3 साल का रिटर्न.

1. 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 13.5% 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 (03 Oct 24) ₹446.989 ↓ -9.89   (-2.16 %)
Net Assets (Cr) ₹4,514 on 31 Aug 24
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 2.68
Information Ratio -0.89
Alpha Ratio 2.68
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 Sep 19₹10,000
30 Sep 20₹10,732
30 Sep 21₹17,491
30 Sep 22₹17,807
30 Sep 23₹22,705
30 Sep 24₹33,288

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 ₹598,181.
Net Profit of ₹298,181
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 Oct 24

DurationReturns
1 Month 1.4%
3 Month 4.3%
6 Month 22.7%
1 Year 46.7%
3 Year 24%
5 Year 27.6%
10 Year
15 Year
Since launch 13.5%
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 213.48 Yr.

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

Equity Sector Allocation
SectorValue
Industrials29.5%
Financial Services19.27%
Health Care13.44%
Consumer Cyclical9.25%
Basic Materials7.69%
Real Estate5.39%
Technology4.07%
Consumer Defensive3.13%
Communication Services3.13%
Energy1.6%
Utility1.31%
Asset Allocation
Asset ClassValue
Cash2.23%
Equity97.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹157 Cr1,000,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 539523
3%₹154 Cr250,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND
3%₹138 Cr369,694
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 533398
3%₹133 Cr675,000
↑ 50,000
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹130 Cr1,206,000
↑ 206,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | 532539
3%₹117 Cr1,000,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
2%₹112 Cr250,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹112 Cr500,000
JSW Infrastructure Ltd (Industrials)
Equity, Since 30 Sep 23 | 543994
2%₹101 Cr3,100,000
Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | 500411
2%₹95 Cr217,412

2. 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 18.3% 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 (03 Oct 24) ₹267.991 ↓ -4.34   (-1.60 %)
Net Assets (Cr) ₹3,503 on 31 Aug 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 2.21
Information Ratio -0.69
Alpha Ratio 2.5
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 Sep 19₹10,000
30 Sep 20₹10,469
30 Sep 21₹19,773
30 Sep 22₹20,110
30 Sep 23₹26,121
30 Sep 24₹36,753

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 3 Oct 24

DurationReturns
1 Month 3.2%
3 Month 8%
6 Month 22.4%
1 Year 41.4%
3 Year 23.1%
5 Year 30.2%
10 Year
15 Year
Since launch 18.3%
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
Rohit Seksaria1 Nov 221.84 Yr.

Data below for Sundaram Small Cap Fund as on 31 Aug 24

Equity Sector Allocation
SectorValue
Financial Services23.68%
Industrials16.98%
Consumer Cyclical16.02%
Health Care8.17%
Basic Materials7.61%
Technology7.45%
Consumer Defensive6.05%
Real Estate3.66%
Communication Services3.51%
Utility1.63%
Asset Allocation
Asset ClassValue
Cash4.03%
Equity95.42%
Debt0.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
3%₹102 Cr635,275
↓ -45,000
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹96 Cr387,840
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹94 Cr180,746
KSB Ltd (Industrials)
Equity, Since 31 May 14 | 500249
2%₹87 Cr936,780
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹84 Cr2,132,517
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | 542904
2%₹83 Cr18,825,767
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
2%₹80 Cr410,580
Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
2%₹76 Cr467,145
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | 543243
2%₹72 Cr8,886,124
Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 543417
2%₹69 Cr934,565
↑ 43,732

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।
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