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स्मॉल कैप को आमतौर पर फर्मों के रूप में परिभाषित किया जाता हैमंडी 500 करोड़ रुपये से कम का पूंजीकरण (एमसी = कंपनी द्वारा जारी किए गए शेयरों की संख्या एक्स बाजार मूल्य प्रति शेयर)। स्मॉल कैप कंपनियां युवा फर्में होती हैं जिनमें लंबे समय में सतत विकास की काफी संभावनाएं होती हैं। लेकिन, लार्ज और की तुलना में स्मॉल कैप के साथ विफलता का जोखिम अधिक होता हैमध्यम दर्जे की कंपनियों के शेयर कंपनियां।
ढूंढ रहे हैंबेस्ट स्मॉल कैप म्यूचुअल फंड? खैर, स्मॉल-कैप फंड लॉन्ग-टर्म के लिए सबसे अच्छे वेल्थ क्रिएशन टूल्स में से एक हैंवित्तीय लक्ष्यों. इन वित्तीय लक्ष्यों में बच्चे की शिक्षा,सेवानिवृत्ति योजना, आदि।
हालांकि, स्मॉल-कैप फंड पोर्टफोलियो में विविधता लाने में मदद करते हैं और निवेशक समग्र पोर्टफोलियो में एक छोटा आवंटन (5-10%) ले सकते हैं जो लंबी निवेश अवधि में बेहतर प्रदर्शन कर सकता है।
स्मॉल कैप म्यूचुअल फंड क्या हैं?
स्मॉल-कैप को "पूर्ण बाजार पूंजीकरण के मामले में 251 वीं कंपनी के बाद" के रूप में परिभाषित किया गया है। मानदंडों के अनुसार, स्मॉल-कैप फंडों के पोर्टफोलियो में उनकी कुल संपत्ति का कम से कम 65 प्रतिशत स्मॉल-कैप शेयरों में होना चाहिए। लंबे समय में अपने रिटर्न को अधिकतम करने के इच्छुक निवेशक, और जिनके पास उच्च-जोखिम उठाने का माद्दास्मॉल-कैप फंडों में अपने निवेश की योजना बना सकते हैं। स्मॉल-कैप की अस्थिरता को सहन करने में सक्षम होना चाहिए। ये फंड बुल मार्केट में सबसे ज्यादा बढ़ सकते हैं और भालू बाजार में सबसे तेज गिरावट भी झेल सकते हैं। इष्टतम रिटर्न प्राप्त करने के लिए, एकइन्वेस्टर कम से कम तीन-पांच साल से अधिक के लिए निवेश करना चाहिए।
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अगर हम स्मॉल-कैप फंडों के पिछले प्रदर्शन को देखें, तो 9 जनवरी 2012 तक, मिड और स्मॉल-कैप फंडों द्वारा 24 प्रतिशत की तुलना में स्मॉल-कैप फंडों का औसत तीन साल का रिटर्न 25.5 प्रतिशत था। लार्ज-कैप का औसत तीन साल का रिटर्नइक्विटी फ़ंड 9 जनवरी 2012 को 17.518 प्रतिशत थी। स्मॉल-कैप स्पेस में कई फर्में हैं जो भविष्य में सफलता की कहानी बनने की क्षमता रखती हैं।
वित्त वर्ष 22 - 23 में निवेश करने के लिए शीर्ष 10 सर्वश्रेष्ठ स्मॉल कैप फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Small Cap Fund Growth ₹172.251
↑ 1.12 ₹64,821 1.2 10.1 -0.5 23.4 33 26.1 HDFC Small Cap Fund Growth ₹144.835
↑ 0.88 ₹36,294 2.2 16 6.7 23.6 30.8 20.4 Franklin India Smaller Companies Fund Growth ₹172.846
↑ 0.89 ₹13,302 -0.2 8.1 -1.6 22.5 29.3 23.2 IDBI Small Cap Fund Growth ₹30.7543
↑ 0.30 ₹604 0.1 9 -3.4 18.1 27.9 40 ICICI Prudential Smallcap Fund Growth ₹88.62
↑ 0.49 ₹8,441 0.6 11.1 1.7 17.7 27.8 15.6 Sundaram Small Cap Fund Growth ₹266.492
↑ 0.83 ₹3,282 2.7 13.1 3.9 21 27.6 19.1 Kotak Small Cap Fund Growth ₹263.524
↑ 2.87 ₹17,508 -0.2 9.8 -2.7 17.2 26.7 25.5 DSP Small Cap Fund Growth ₹196.733
↑ 0.65 ₹16,628 -2.2 14.2 3.3 20.5 26.4 25.6 SBI Small Cap Fund Growth ₹175.269
↑ 0.35 ₹35,245 1.4 8.5 -0.2 15.2 24.5 24.1 Aditya Birla Sun Life Small Cap Fund Growth ₹87.5147
↑ 0.53 ₹4,824 1.6 11.7 0.3 18.6 23.4 21.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Small Cap Fund HDFC Small Cap Fund Franklin India Smaller Companies Fund IDBI Small Cap Fund ICICI Prudential Smallcap Fund Sundaram Small Cap Fund Kotak Small Cap Fund DSP Small Cap Fund SBI Small Cap Fund Aditya Birla Sun Life Small Cap Fund Point 1 Highest AUM (₹64,821 Cr). Top quartile AUM (₹36,294 Cr). Lower mid AUM (₹13,302 Cr). Bottom quartile AUM (₹604 Cr). Lower mid AUM (₹8,441 Cr). Bottom quartile AUM (₹3,282 Cr). Upper mid AUM (₹17,508 Cr). Upper mid AUM (₹16,628 Cr). Upper mid AUM (₹35,245 Cr). Bottom quartile AUM (₹4,824 Cr). Point 2 Established history (15+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (8+ yrs). Established history (18+ yrs). Oldest track record among peers (20 yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (18+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Not Rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Top rated. Rating: 5★ (top quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 33.02% (top quartile). 5Y return: 30.79% (top quartile). 5Y return: 29.34% (upper mid). 5Y return: 27.94% (upper mid). 5Y return: 27.84% (upper mid). 5Y return: 27.63% (lower mid). 5Y return: 26.67% (lower mid). 5Y return: 26.45% (bottom quartile). 5Y return: 24.54% (bottom quartile). 5Y return: 23.41% (bottom quartile). Point 6 3Y return: 23.44% (top quartile). 3Y return: 23.64% (top quartile). 3Y return: 22.51% (upper mid). 3Y return: 18.06% (lower mid). 3Y return: 17.74% (bottom quartile). 3Y return: 20.97% (upper mid). 3Y return: 17.19% (bottom quartile). 3Y return: 20.54% (upper mid). 3Y return: 15.18% (bottom quartile). 3Y return: 18.57% (lower mid). Point 7 1Y return: -0.46% (lower mid). 1Y return: 6.71% (top quartile). 1Y return: -1.63% (bottom quartile). 1Y return: -3.40% (bottom quartile). 1Y return: 1.75% (upper mid). 1Y return: 3.86% (top quartile). 1Y return: -2.70% (bottom quartile). 1Y return: 3.29% (upper mid). 1Y return: -0.17% (lower mid). 1Y return: 0.34% (upper mid). Point 8 Alpha: -2.55 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -5.08 (bottom quartile). Alpha: -4.61 (bottom quartile). Alpha: 0.15 (top quartile). Alpha: 0.97 (top quartile). Alpha: -1.53 (lower mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.65 (lower mid). Sharpe: -0.33 (top quartile). Sharpe: -0.76 (bottom quartile). Sharpe: -0.70 (bottom quartile). Sharpe: -0.49 (upper mid). Sharpe: -0.47 (upper mid). Sharpe: -0.59 (lower mid). Sharpe: -0.30 (top quartile). Sharpe: -0.72 (bottom quartile). Sharpe: -0.56 (upper mid). Point 10 Information ratio: 0.10 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.02 (top quartile). Information ratio: -0.82 (bottom quartile). Information ratio: -0.58 (bottom quartile). Information ratio: -0.47 (lower mid). Information ratio: -0.92 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Nippon India Small Cap Fund
HDFC Small Cap Fund
Franklin India Smaller Companies Fund
IDBI Small Cap Fund
ICICI Prudential Smallcap Fund
Sundaram Small Cap Fund
Kotak Small Cap Fund
DSP Small Cap Fund
SBI Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
100 करोड़ पर छाँटा गया5 वर्षसीएजीआर रिटर्न.
The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Research Highlights for Nippon India Small Cap Fund Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Research Highlights for HDFC Small Cap Fund Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Research Highlights for Franklin India Smaller Companies Fund Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. Research Highlights for IDBI Small Cap Fund Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for ICICI Prudential Smallcap Fund Below is the key information for ICICI Prudential Smallcap Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Research Highlights for Kotak Small Cap Fund Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized Research Highlights for DSP Small Cap Fund Below is the key information for DSP Small Cap Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies Research Highlights for SBI Small Cap Fund Below is the key information for SBI 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. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (29 Oct 25) ₹172.251 ↑ 1.12 (0.65 %) Net Assets (Cr) ₹64,821 on 31 Aug 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.65 Information Ratio 0.1 Alpha Ratio -2.55 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹19,239 30 Sep 22 ₹21,488 30 Sep 23 ₹29,092 30 Sep 24 ₹43,200 30 Sep 25 ₹39,323 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 3.7% 3 Month 1.2% 6 Month 10.1% 1 Year -0.5% 3 Year 23.4% 5 Year 33% 10 Year 15 Year Since launch 20.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.1% 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 8.75 Yr. Kinjal Desai 25 May 18 7.36 Yr. Data below for Nippon India Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 20.82% Consumer Cyclical 15.14% Financial Services 14.81% Basic Materials 12.07% Consumer Defensive 9.3% Health Care 8.98% Technology 7.7% Utility 2.67% Energy 1.51% Communication Services 1.42% Real Estate 0.53% Asset Allocation
Asset Class Value Cash 4.9% Equity 95.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,443 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,265 Cr 13,300,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹863 Cr 4,472,130 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹804 Cr 38,140,874 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹794 Cr 9,100,000 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA1% ₹776 Cr 27,190,940 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹774 Cr 2,499,222 Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL1% ₹770 Cr 16,848,030 Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 5435301% ₹747 Cr 38,089,109 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹736 Cr 899,271 2. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (29 Oct 25) ₹144.835 ↑ 0.88 (0.61 %) Net Assets (Cr) ₹36,294 on 31 Aug 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.33 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹19,232 30 Sep 22 ₹19,913 30 Sep 23 ₹27,468 30 Sep 24 ₹37,138 30 Sep 25 ₹36,557 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4.1% 3 Month 2.2% 6 Month 16% 1 Year 6.7% 3 Year 23.6% 5 Year 30.8% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 11.27 Yr. Dhruv Muchhal 22 Jun 23 2.28 Yr. Data below for HDFC Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 22.54% Consumer Cyclical 19.02% Technology 12.85% Health Care 12.29% Financial Services 11.35% Basic Materials 7.07% Consumer Defensive 2.9% Communication Services 1.79% Asset Allocation
Asset Class Value Cash 10.19% Equity 89.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL5% ₹1,806 Cr 54,953,617
↑ 341,783 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 5409754% ₹1,513 Cr 24,129,059
↑ 1,925 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX4% ₹1,479 Cr 3,688,859
↓ -80,224 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹1,211 Cr 46,817,927
↓ -10,865 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL3% ₹1,167 Cr 9,890,488
↓ -1,049,702 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | 5405963% ₹1,005 Cr 6,326,172
↑ 248,248 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328433% ₹977 Cr 10,068,979
↓ -4,153 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹779 Cr Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 29 Feb 24 | 5066552% ₹772 Cr 5,789,635
↑ 22,455 Indian Bank (Financial Services)
Equity, Since 31 Jul 16 | 5328142% ₹727 Cr 9,682,969
↓ -5,159 3. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (29 Oct 25) ₹172.846 ↑ 0.89 (0.52 %) Net Assets (Cr) ₹13,302 on 31 Aug 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.76 Information Ratio 0.02 Alpha Ratio -5.08 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹18,672 30 Sep 22 ₹19,497 30 Sep 23 ₹26,577 30 Sep 24 ₹39,144 30 Sep 25 ₹34,632 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 5% 3 Month -0.2% 6 Month 8.1% 1 Year -1.6% 3 Year 22.5% 5 Year 29.3% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.2% 2023 52.1% 2022 3.6% 2021 56.4% 2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.67 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Akhil Kalluri 8 Sep 22 3.07 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 19.1% Industrials 16.67% Financial Services 16.38% Health Care 11.71% Basic Materials 10.39% Technology 7.13% Real Estate 4.37% Consumer Defensive 3.84% Utility 3.14% Energy 0.99% Asset Allocation
Asset Class Value Cash 5.5% Equity 94.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹422 Cr 6,729,408 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹347 Cr 3,868,691 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹309 Cr 4,023,411 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹296 Cr 1,866,828 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹276 Cr 3,260,279 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹275 Cr 48,064,081 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹255 Cr 1,387,967 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹248 Cr 1,448,723 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹246 Cr 3,220,340 Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | SOBHA2% ₹233 Cr 1,513,099 4. IDBI Small Cap Fund
IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (29 Oct 25) ₹30.7543 ↑ 0.30 (1.00 %) Net Assets (Cr) ₹604 on 31 Aug 25 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.7 Information Ratio -0.82 Alpha Ratio -4.61 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹18,099 30 Sep 22 ₹20,385 30 Sep 23 ₹24,177 30 Sep 24 ₹37,333 30 Sep 25 ₹33,001 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 2.5% 3 Month 0.1% 6 Month 9% 1 Year -3.4% 3 Year 18.1% 5 Year 27.9% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 40% 2023 33.4% 2022 2.4% 2021 64.7% 2020 19% 2019 -4.4% 2018 -15% 2017 2016 2015 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Nikhil Rungta 1 Jul 24 1.25 Yr. Mahesh Bendre 1 Jul 24 1.25 Yr. Data below for IDBI Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 31.79% Basic Materials 15.65% Consumer Cyclical 15.48% Technology 7.3% Health Care 6.91% Financial Services 6.66% Consumer Defensive 6.4% Utility 6.18% Communication Services 0.72% Asset Allocation
Asset Class Value Cash 2.9% Equity 97.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apollo Micro Systems Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 25 | 5408794% ₹26 Cr 877,192 Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL3% ₹17 Cr 326,140 Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 5419742% ₹15 Cr 109,106 Avalon Technologies Ltd (Technology)
Equity, Since 31 Aug 23 | AVALON2% ₹15 Cr 148,113 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA2% ₹14 Cr 180,780 Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5424842% ₹14 Cr 259,739 Concord Enviro Systems Ltd (Utilities)
Equity, Since 31 Dec 24 | CEWATER2% ₹14 Cr 270,441 Navkar Corp Ltd (Industrials)
Equity, Since 31 Jul 24 | NAVKARCORP2% ₹14 Cr 1,130,075 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346002% ₹13 Cr 1,950,694
↓ -7,531 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 May 25 | BBL2% ₹13 Cr 40,646
↑ 5,138 5. ICICI Prudential Smallcap Fund
ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (29 Oct 25) ₹88.62 ↑ 0.49 (0.56 %) Net Assets (Cr) ₹8,441 on 31 Aug 25 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.49 Information Ratio -0.58 Alpha Ratio 0.15 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹19,271 30 Sep 22 ₹20,748 30 Sep 23 ₹26,096 30 Sep 24 ₹35,725 30 Sep 25 ₹33,399 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 2.6% 3 Month 0.6% 6 Month 11.1% 1 Year 1.7% 3 Year 17.7% 5 Year 27.8% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.6% 2023 37.9% 2022 5.7% 2021 61% 2020 22.8% 2019 10% 2018 -22.4% 2017 42.7% 2016 6% 2015 0.5% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Anish Tawakley 18 Sep 23 2.04 Yr. Sharmila D’mello 30 Jun 22 3.26 Yr. Aatur Shah 21 Apr 25 0.45 Yr. Data below for ICICI Prudential Smallcap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 26.86% Basic Materials 23.37% Consumer Cyclical 13.22% Health Care 7.27% Financial Services 6.09% Consumer Defensive 2.71% Utility 2.57% Real Estate 1.35% Energy 1.2% Technology 1.04% Communication Services 0.33% Asset Allocation
Asset Class Value Cash 13.98% Equity 86.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT3% ₹285 Cr 780,000
↑ 31,032 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL3% ₹225 Cr 356,022
↓ -11,516 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | HDFCBANK3% ₹219 Cr 2,300,000
↑ 500,000 Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 24 | TATACHEM3% ₹212 Cr 2,300,000
↑ 25,000 Atul Ltd (Basic Materials)
Equity, Since 31 Oct 23 | ATUL2% ₹210 Cr 346,657
↑ 11,540 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | 5332482% ₹209 Cr 13,229,877
↑ 29,877 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5200562% ₹196 Cr 153,865
↓ -3,135 SKF India Ltd (Industrials)
Equity, Since 29 Feb 24 | SKFINDIA2% ₹192 Cr 407,409 Jamna Auto Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | JAMNAAUTO2% ₹186 Cr 18,511,151 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5325382% ₹183 Cr 150,000
↓ -29,056 6. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (29 Oct 25) ₹266.492 ↑ 0.83 (0.31 %) Net Assets (Cr) ₹3,282 on 31 Aug 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.47 Information Ratio -0.47 Alpha Ratio 0.97 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 Sep 20 ₹10,000 30 Sep 21 ₹18,888 30 Sep 22 ₹19,210 30 Sep 23 ₹24,952 30 Sep 24 ₹35,108 30 Sep 25 ₹32,971 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4.8% 3 Month 2.7% 6 Month 13.1% 1 Year 3.9% 3 Year 21% 5 Year 27.6% 10 Year 15 Year Since launch 17.2% 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 2.92 Yr. Data below for Sundaram Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 21.13% Industrials 18.55% Financial Services 18.08% Health Care 12.08% Basic Materials 7.98% Communication Services 5.47% Technology 4.45% Consumer Defensive 2.7% Real Estate 2.41% Utility 1.14% Asset Allocation
Asset Class Value Cash 5.89% Equity 93.99% Debt 0.11% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM4% ₹119 Cr 1,898,655 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹103 Cr 530,036 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹96 Cr 140,821 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹95 Cr 431,921 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹93 Cr 641,783
↓ -7,163 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹92 Cr 899,463 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹91 Cr 1,407,678 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹86 Cr 991,559 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹77 Cr 16,665,062 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹75 Cr 317,556
↑ 317,556 7. Kotak Small Cap Fund
Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (29 Oct 25) ₹263.524 ↑ 2.87 (1.10 %) Net Assets (Cr) ₹17,508 on 31 Aug 25 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio -0.59 Information Ratio -0.92 Alpha Ratio -1.53 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹20,067 30 Sep 22 ₹20,771 30 Sep 23 ₹24,938 30 Sep 24 ₹36,235 30 Sep 25 ₹31,871 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4% 3 Month -0.2% 6 Month 9.8% 1 Year -2.7% 3 Year 17.2% 5 Year 26.7% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.5% 2023 34.8% 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Harish Bihani 20 Oct 23 1.95 Yr. Data below for Kotak Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 26.53% Health Care 23.7% Consumer Cyclical 19.55% Basic Materials 10.27% Financial Services 7.3% Real Estate 3.93% Consumer Defensive 2.65% Communication Services 1.93% Technology 1.69% Asset Allocation
Asset Class Value Cash 2.46% Equity 97.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 24 | ASTERDM4% ₹737 Cr 11,757,234 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433083% ₹592 Cr 8,454,118 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433503% ₹542 Cr 5,422,493
↑ 387 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹539 Cr 6,626,898 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE3% ₹486 Cr 3,642,296
↓ -49,009 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL2% ₹436 Cr 3,472,133 Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | VMM2% ₹385 Cr 25,804,976
↓ -587,864 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT2% ₹380 Cr 3,311,236
↓ -263,616 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Aug 24 | 5329292% ₹368 Cr 4,112,297 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 5433582% ₹359 Cr 2,615,539
↓ -200,000 8. DSP Small Cap Fund
DSP Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (29 Oct 25) ₹196.733 ↑ 0.65 (0.33 %) Net Assets (Cr) ₹16,628 on 31 Aug 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.3 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,627 30 Sep 22 ₹18,792 30 Sep 23 ₹24,094 30 Sep 24 ₹33,947 30 Sep 25 ₹32,008 Returns for DSP Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 2.3% 3 Month -2.2% 6 Month 14.2% 1 Year 3.3% 3 Year 20.5% 5 Year 26.4% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.6% 2023 41.2% 2022 0.5% 2021 58.9% 2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% 2015 20.4% Fund Manager information for DSP Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 15.29 Yr. Data below for DSP Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 31.93% Basic Materials 17.05% Industrials 15.01% Health Care 8.95% Consumer Defensive 7.33% Financial Services 6.44% Technology 3.19% Communication Services 0.78% Utility 0.18% Asset Allocation
Asset Class Value Cash 9.14% Equity 90.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH5% ₹774 Cr 6,196,634 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹497 Cr 3,750,000 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹472 Cr 5,500,000 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA3% ₹448 Cr 7,000,000 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹444 Cr 1,105,918 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹406 Cr 10,000,000 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG2% ₹368 Cr 4,000,000 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT2% ₹344 Cr 3,000,000 Dhanuka Agritech Ltd (Basic Materials)
Equity, Since 30 Sep 16 | DHANUKA2% ₹340 Cr 2,209,513
↑ 89,099 Thangamayil Jewellery Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | THANGAMAYL2% ₹338 Cr 1,677,908 9. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (29 Oct 25) ₹175.269 ↑ 0.35 (0.20 %) Net Assets (Cr) ₹35,245 on 31 Aug 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.72 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,087 30 Sep 22 ₹19,456 30 Sep 23 ₹22,973 30 Sep 24 ₹32,174 30 Sep 25 ₹28,920 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 3.6% 3 Month 1.4% 6 Month 8.5% 1 Year -0.2% 3 Year 15.2% 5 Year 24.5% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.1% 2023 25.3% 2022 8.1% 2021 47.6% 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 11.88 Yr. Data below for SBI Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 26.03% Consumer Cyclical 20.26% Financial Services 13.4% Basic Materials 13.08% Consumer Defensive 3.9% Health Care 2.42% Communication Services 1.38% Real Estate 1.12% Technology 1.04% Utility 0.23% Asset Allocation
Asset Class Value Cash 14.66% Equity 82.86% Debt 2.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ather Energy Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | ATHERENERG3% ₹1,136 Cr 20,096,960 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹991 Cr 7,900,000 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY3% ₹956 Cr 9,324,049 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC3% ₹947 Cr 89,318,180 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹924 Cr 9,716,991 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB3% ₹891 Cr 41,665,000 182 Day T-Bill 27.02.26
Sovereign Bonds | -2% ₹880 Cr 90,000,000 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433082% ₹863 Cr 12,323,990 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS2% ₹820 Cr 3,300,000 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL2% ₹820 Cr 7,700,000 10. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (29 Oct 25) ₹87.5147 ↑ 0.53 (0.61 %) Net Assets (Cr) ₹4,824 on 31 Aug 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.56 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 30 Sep 20 ₹10,000 30 Sep 21 ₹18,184 30 Sep 22 ₹17,252 30 Sep 23 ₹22,042 30 Sep 24 ₹30,832 30 Sep 25 ₹27,518 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 29 Oct 25 Duration Returns 1 Month 5.4% 3 Month 1.6% 6 Month 11.7% 1 Year 0.3% 3 Year 18.6% 5 Year 23.4% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.5% 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% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Abhinav Khandelwal 31 Oct 24 0.92 Yr. Dhaval Joshi 21 Nov 22 2.86 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 19.18% Industrials 18.97% Consumer Cyclical 16.52% Health Care 14.05% Basic Materials 11.49% Consumer Defensive 7.43% Real Estate 4.08% Technology 2.1% Utility 1.46% Asset Allocation
Asset Class Value Cash 4.72% Equity 95.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR2% ₹120 Cr 260,056 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX2% ₹114 Cr 146,200 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹112 Cr 1,890,924 Sai Life Sciences Ltd (Healthcare)
Equity, Since 30 Jun 25 | SAILIFE2% ₹106 Cr 1,225,785 Fortis Healthcare Ltd (Healthcare)
Equity, Since 28 Feb 21 | 5328432% ₹103 Cr 1,059,322
↓ -50,000 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434132% ₹101 Cr 535,000
↓ -25,000 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433872% ₹98 Cr 673,153
↓ -23,725 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL2% ₹91 Cr 1,078,825 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹91 Cr 1,301,548
↓ -66,076 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322152% ₹85 Cr 750,000
आपको स्मॉल कैप फंड में निवेश क्यों करना चाहिए?
कुछ केनिवेश के लाभ स्मॉल-कैप फंड में हैं:
- लार्ज कैप की तुलना में स्मॉल कैप अधिक लचीले होते हैं। छोटी कंपनियां बड़ी कंपनियों की तुलना में तेजी से बदलावों को अपना सकती हैं, इसलिए वे विस्फोटक वृद्धि दिखा सकती हैं
- कभी कभी,स्मॉल कैप फंड की तुलना में बेहतर प्रदर्शन करते हैंलार्ज कैप फंड, लेकिन उनकी अस्थिरता बहुत अधिक हो सकती है
- चूंकि ये कंपनियां अपने विकास के शुरुआती चरण में हैं, इसलिए ये तेजी से बढ़ सकती हैं
- स्मॉल कैप स्टॉक की कीमत मिड कैप और लार्ज कैप स्टॉक से कम होती है
- उच्च जोखिम के साथ उच्च रिटर्न बनाने की क्षमता आती है
स्मॉल कैप म्यूचुअल फंड में किसे निवेश करना चाहिए
चूंकि स्मॉल-कैप फंड स्मॉल-कैप शेयरों और स्टार्टअप जैसी छोटी कंपनियों में निवेश करते हैं, इसलिए उनके पास भविष्य के विकास की एक बड़ी संभावना है। लेकिन, तथ्य यह है कि स्मॉल कैप के रिटर्न में उच्च अस्थिरता होती है। इस प्रकार, कुछ स्मॉल-कैप स्टॉक आपके धन को नष्ट कर सकते हैं। हालांकि, दूसरी तरफ, स्मॉल कैप भी भविष्य में आपके निवेश को दोगुना कर सकते हैं।
कंपनियों की प्रकृति के कारण, छोटे कैप बढ़ते बाजार में बेहतर प्रदर्शन कर सकते हैं और यहां तक कि कर सकते हैंकमजोर प्रदर्शन एक मंदी के दौरान। इसलिए, जो निवेशक अपने निवेश में उच्च स्तर का जोखिम उठा सकते हैं, उन्हें केवल इस पर विचार करना चाहिएनिवेश स्मॉल कैप फंड में। आपको बाजार के खराब दौर में गिरावट को सहन करने में सक्षम होना चाहिए। यदि आप ऐसे उच्च-जोखिम वाले फंडों में निवेश करने की योजना बना रहे हैं, तो यह सुझाव दिया जाता है कि आप अपने निवेश को लंबी अवधि के लिए, यानी लगभग पांच वर्षों से अधिक के लिए योजना बनाएं। आप इक्विटी मार्केट में जितना अधिक समय तक निवेश करेंगे, अच्छा मुनाफा कमाने की संभावना उतनी ही अधिक होगी।
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बेस्ट स्मॉल कैप इक्विटी फंड में निवेश करने के टिप्स
स्मॉल-कैप फंड में निवेश करने की योजना बनाते समय, यहां कुछ महत्वपूर्ण मानदंड दिए गए हैं, जिन्हें निवेश में कूदने से पहले आपको ध्यान में रखना चाहिए।
पिछले प्रदर्शनों का मूल्यांकन करें
आदर्श रूप से, जब भी आप किसी म्युचुअल फंड योजना में निवेश करने की योजना बना रहे हों, तो आपको फंड के पिछले प्रदर्शनों का अच्छी तरह से मूल्यांकन करना चाहिए। पिछले पांच साल का रिटर्न लें और इसकी तुलना दूसरे अच्छे फंड्स से करने की कोशिश करें। एक फंड को सभी बाजार स्थितियों में अपने प्रदर्शन में सुसंगत होना चाहिए। साथ ही यह भी जांच लें कि फंड अपने बेंचमार्क को मात दे पाता है या नहीं।
योजना एक गुणवत्ता फंड हाउस से संबंधित होनी चाहिए
जिस फंड हाउस में आप निवेश करना चाहते हैं, उसकी गुणवत्ता और प्रतिष्ठा को देखने के लिए हमेशा सुझाव दिया जाता है। लंबे समय से रिकॉर्ड वाले फंड हाउस, प्रबंधन के तहत बड़ी संपत्ति, स्टार फंड या अच्छा प्रदर्शन करने वाला फंड आदि। निवेश करने के लिए। एक सुसंगत ट्रैक रिकॉर्ड के साथ वित्तीय उद्योग में मजबूत उपस्थिति वाले फंड हाउस को आदर्श रूप से प्राथमिकता दी जानी चाहिए।
फंड मैनेजर के अनुभव की जाँच करें
म्यूचुअल फंड स्कीम के प्रदर्शन का श्रेय फंड मैनेजर के पास होता है। फंड के पोर्टफोलियो के लिए निवेश निर्णय लेने के लिए एक फंड मैनेजर जिम्मेदार होता है। इसलिए, निवेशकों को विशेष रूप से कठिन बाजार चरणों के दौरान विशेष फंड मैनेजर द्वारा प्रबंधित फंड के प्रदर्शन के माध्यम से जाना चाहिए। फंड मैनेजर एक ऐसे फंड मैनेजर के लिए जाना जो अपने करियर में लगातार रहा हो, एक पसंदीदा विकल्प है।
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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