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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 ₹167.432
↑ 1.21 ₹68,572 0.2 -3.1 -5.4 21.4 27.1 -4.7 HDFC Small Cap Fund Growth ₹139.704
↑ 0.88 ₹38,020 -0.4 -1.1 -1.2 20.1 24.6 -0.6 Franklin India Smaller Companies Fund Growth ₹166.31
↑ 1.95 ₹13,529 0.1 -5.2 -8.6 20 22.7 -8.4 DSP Small Cap Fund Growth ₹198.039
↑ 1.60 ₹17,010 2.2 -1.4 -2.6 20.2 22.6 -2.8 IDBI Small Cap Fund Growth ₹29.7706
↑ 0.31 ₹619 -2.3 -2.2 -14.2 17.5 22.3 -13.4 Sundaram Small Cap Fund Growth ₹262.593
↑ 1.85 ₹3,450 1.7 0.8 0.2 20.3 22.2 0.4 ICICI Prudential Smallcap Fund Growth ₹86.73
↑ 0.69 ₹8,452 -0.5 -2.2 -0.6 16.9 22 -0.4 Kotak Small Cap Fund Growth ₹252.193
↑ 2.17 ₹17,423 -1.2 -5.1 -9.6 15.6 20.5 -9.1 SBI Small Cap Fund Growth ₹169.386
↑ 0.81 ₹36,272 -0.5 -2.8 -5.9 14 18.6 -4.9 Aditya Birla Sun Life Small Cap Fund Growth ₹85.7515
↑ 0.87 ₹5,049 2.3 -1.7 -4 17.8 18.2 -3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jan 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Small Cap Fund HDFC Small Cap Fund Franklin India Smaller Companies Fund DSP Small Cap Fund IDBI Small Cap Fund Sundaram Small Cap Fund ICICI Prudential Smallcap Fund Kotak Small Cap Fund SBI Small Cap Fund Aditya Birla Sun Life Small Cap Fund Point 1 Highest AUM (₹68,572 Cr). Top quartile AUM (₹38,020 Cr). Lower mid AUM (₹13,529 Cr). Upper mid AUM (₹17,010 Cr). Bottom quartile AUM (₹619 Cr). Bottom quartile AUM (₹3,450 Cr). Lower mid AUM (₹8,452 Cr). Upper mid AUM (₹17,423 Cr). Upper mid AUM (₹36,272 Cr). Bottom quartile AUM (₹5,049 Cr). Point 2 Established history (15+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (8+ yrs). Oldest track record among peers (20 yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (16+ yrs). Established history (18+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Not Rated. Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). 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: 27.05% (top quartile). 5Y return: 24.62% (top quartile). 5Y return: 22.73% (upper mid). 5Y return: 22.59% (upper mid). 5Y return: 22.35% (upper mid). 5Y return: 22.22% (lower mid). 5Y return: 22.01% (lower mid). 5Y return: 20.55% (bottom quartile). 5Y return: 18.60% (bottom quartile). 5Y return: 18.19% (bottom quartile). Point 6 3Y return: 21.40% (top quartile). 3Y return: 20.15% (upper mid). 3Y return: 19.99% (upper mid). 3Y return: 20.16% (upper mid). 3Y return: 17.55% (lower mid). 3Y return: 20.32% (top quartile). 3Y return: 16.86% (bottom quartile). 3Y return: 15.57% (bottom quartile). 3Y return: 13.96% (bottom quartile). 3Y return: 17.83% (lower mid). Point 7 1Y return: -5.37% (lower mid). 1Y return: -1.20% (upper mid). 1Y return: -8.57% (bottom quartile). 1Y return: -2.65% (upper mid). 1Y return: -14.17% (bottom quartile). 1Y return: 0.23% (top quartile). 1Y return: -0.60% (top quartile). 1Y return: -9.58% (bottom quartile). 1Y return: -5.86% (lower mid). 1Y return: -4.01% (upper mid). Point 8 Alpha: -1.19 (lower mid). Alpha: 0.00 (upper mid). Alpha: -3.60 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -7.32 (bottom quartile). Alpha: 4.26 (top quartile). Alpha: 0.15 (top quartile). Alpha: -5.42 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.40 (lower mid). Sharpe: -0.18 (upper mid). Sharpe: -0.51 (lower mid). Sharpe: -0.16 (top quartile). Sharpe: -0.64 (bottom quartile). Sharpe: -0.13 (top quartile). Sharpe: -0.32 (upper mid). Sharpe: -0.59 (bottom quartile). Sharpe: -0.54 (bottom quartile). Sharpe: -0.28 (upper mid). Point 10 Information ratio: 0.05 (top quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.13 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.66 (bottom quartile). Information ratio: -0.14 (lower mid). Information ratio: -0.63 (bottom quartile). Information ratio: -0.81 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Nippon India Small Cap Fund
HDFC Small Cap Fund
Franklin India Smaller Companies Fund
DSP Small Cap Fund
IDBI Small Cap Fund
Sundaram Small Cap Fund
ICICI Prudential Smallcap Fund
Kotak 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 (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 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 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 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 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 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 (02 Jan 26) ₹167.432 ↑ 1.21 (0.73 %) Net Assets (Cr) ₹68,572 on 30 Nov 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.4 Information Ratio 0.05 Alpha Ratio -1.19 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 31 Dec 20 ₹10,000 31 Dec 21 ₹17,434 31 Dec 22 ₹18,574 31 Dec 23 ₹27,661 31 Dec 24 ₹34,872 31 Dec 25 ₹33,217 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month -0.3% 3 Month 0.2% 6 Month -3.1% 1 Year -5.4% 3 Year 21.4% 5 Year 27.1% 10 Year 15 Year Since launch 20.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.7% 2023 26.1% 2022 48.9% 2021 6.5% 2020 74.3% 2019 29.2% 2018 -2.5% 2017 -16.7% 2016 63% 2015 5.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 8.92 Yr. Kinjal Desai 25 May 18 7.53 Yr. Lokesh Maru 5 Sep 25 0.24 Yr. Divya Sharma 5 Sep 25 0.24 Yr. Data below for Nippon India Small Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 20.06% Financial Services 16.18% Consumer Cyclical 15.33% Basic Materials 11.01% Consumer Defensive 10.83% Health Care 8.81% Technology 7.25% Utility 2.37% Energy 1.83% Communication Services 1.23% Real Estate 0.95% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX3% ₹1,865 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,340 Cr 13,300,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹1,013 Cr 10,347,848 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA1% ₹946 Cr 38,140,874 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | BHEL1% ₹858 Cr 29,507,422
↑ 969,190 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹824 Cr 899,271 TD Power Systems Ltd (Industrials)
Equity, Since 31 Dec 15 | TDPOWERSYS1% ₹799 Cr 10,278,244 eClerx Services Ltd (Technology)
Equity, Since 31 Jul 20 | ECLERX1% ₹779 Cr 1,712,794 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 24 | RELIANCE1% ₹778 Cr 4,964,128 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | AXISBANK1% ₹765 Cr 5,977,976 2. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (02 Jan 26) ₹139.704 ↑ 0.88 (0.64 %) Net Assets (Cr) ₹38,020 on 30 Nov 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.18 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 31 Dec 20 ₹10,000 31 Dec 21 ₹16,488 31 Dec 22 ₹17,245 31 Dec 23 ₹24,978 31 Dec 24 ₹30,076 31 Dec 25 ₹29,901 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month -0.8% 3 Month -0.4% 6 Month -1.1% 1 Year -1.2% 3 Year 20.1% 5 Year 24.6% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.6% 2023 20.4% 2022 44.8% 2021 4.6% 2020 64.9% 2019 20.2% 2018 -9.5% 2017 -8.1% 2016 60.8% 2015 5.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 11.44 Yr. Dhruv Muchhal 22 Jun 23 2.45 Yr. Data below for HDFC Small Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 20.79% Consumer Cyclical 18.73% Technology 12.89% Financial Services 12.58% Health Care 11.87% Basic Materials 6.86% Consumer Defensive 3.66% Communication Services 1.63% Asset Allocation
Asset Class Value Cash 10.22% Equity 89.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL5% ₹1,911 Cr 55,264,362 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM4% ₹1,592 Cr 23,927,134 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX4% ₹1,498 Cr 3,291,244
↓ -335,351 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA4% ₹1,357 Cr 46,828,792 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS3% ₹1,034 Cr 6,482,100 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL3% ₹957 Cr 9,298,375
↓ -179,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | FORTIS2% ₹868 Cr 9,440,132
↓ -533,000 Indian Bank (Financial Services)
Equity, Since 31 Jul 16 | INDIANB2% ₹843 Cr 9,688,128 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹762 Cr 11,127,166 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW2% ₹692 Cr 19,371,219
↑ 111,381 3. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (02 Jan 26) ₹166.31 ↑ 1.95 (1.18 %) Net Assets (Cr) ₹13,529 on 30 Nov 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.51 Information Ratio -0.13 Alpha Ratio -3.6 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 31 Dec 20 ₹10,000 31 Dec 21 ₹15,637 31 Dec 22 ₹16,196 31 Dec 23 ₹24,642 31 Dec 24 ₹30,350 31 Dec 25 ₹27,803 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month -0.6% 3 Month 0.1% 6 Month -5.2% 1 Year -8.6% 3 Year 20% 5 Year 22.7% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -8.4% 2023 23.2% 2022 52.1% 2021 3.6% 2020 56.4% 2019 18.7% 2018 -5% 2017 -17.4% 2016 43.5% 2015 10.2% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.84 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Akhil Kalluri 8 Sep 22 3.23 Yr. Data below for Franklin India Smaller Companies Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.24% Financial Services 17.68% Industrials 17.66% Health Care 10.61% Basic Materials 9.81% Technology 8.83% Real Estate 4.28% Consumer Defensive 3.8% Utility 3.38% Asset Allocation
Asset Class Value Cash 2.95% Equity 96.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE3% ₹346 Cr 3,868,691 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹320 Cr 3,895,864
↓ -127,547 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹311 Cr 4,675,704
↓ -942,430 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹308 Cr 48,064,081 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹304 Cr 3,010,279
↓ -250,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹298 Cr 1,866,828 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹257 Cr 1,448,723 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹253 Cr 3,374,581
↑ 154,241 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹251 Cr 4,963,469 Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | SOBHA2% ₹233 Cr 1,513,099 4. DSP Small Cap Fund
DSP Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (02 Jan 26) ₹198.039 ↑ 1.60 (0.81 %) Net Assets (Cr) ₹17,010 on 30 Nov 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.16 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 31 Dec 20 ₹10,000 31 Dec 21 ₹15,890 31 Dec 22 ₹15,962 31 Dec 23 ₹22,540 31 Dec 24 ₹28,310 31 Dec 25 ₹27,519 Returns for DSP Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0.7% 3 Month 2.2% 6 Month -1.4% 1 Year -2.6% 3 Year 20.2% 5 Year 22.6% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 25.6% 2022 41.2% 2021 0.5% 2020 58.9% 2019 33.1% 2018 0.7% 2017 -25.5% 2016 42.8% 2015 12.7% Fund Manager information for DSP Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 15.46 Yr. Data below for DSP Small Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 33.75% Basic Materials 15.78% Industrials 14.9% Health Care 9.76% Consumer Defensive 7.15% Financial Services 7.11% Technology 3.44% Communication Services 0.67% Utility 0.14% Asset Allocation
Asset Class Value Cash 7.31% Equity 92.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH6% ₹952 Cr 6,196,634 Thangamayil Jewellery Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | THANGAMAYL3% ₹546 Cr 1,677,908 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹503 Cr 1,105,918 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA3% ₹496 Cr 7,000,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹480 Cr 3,750,000 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | WELCORP3% ₹471 Cr 5,500,000 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG3% ₹450 Cr 4,000,000 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹408 Cr 10,000,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | IPCALAB2% ₹337 Cr 2,320,000 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT2% ₹337 Cr 3,000,000 5. IDBI Small Cap Fund
IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (02 Jan 26) ₹29.7706 ↑ 0.31 (1.07 %) Net Assets (Cr) ₹619 on 30 Nov 25 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.64 Information Ratio -0.66 Alpha Ratio -7.32 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 31 Dec 20 ₹10,000 31 Dec 21 ₹16,469 31 Dec 22 ₹16,867 31 Dec 23 ₹22,502 31 Dec 24 ₹31,506 31 Dec 25 ₹27,288 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 1.3% 3 Month -2.3% 6 Month -2.2% 1 Year -14.2% 3 Year 17.5% 5 Year 22.3% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -13.4% 2023 40% 2022 33.4% 2021 2.4% 2020 64.7% 2019 19% 2018 -4.4% 2017 -15% 2016 2015 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Nikhil Rungta 1 Jul 24 1.42 Yr. Mahesh Bendre 1 Jul 24 1.42 Yr. Data below for IDBI Small Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 31.13% Consumer Cyclical 14.95% Basic Materials 14.5% Consumer Defensive 8.52% Health Care 7.67% Financial Services 7.47% Technology 6.47% Utility 5.39% Communication Services 1.06% Real Estate 0.53% Asset Allocation
Asset Class Value Cash 2.32% Equity 97.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL3% ₹21 Cr 326,140 Apollo Micro Systems Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 25 | APOLLO3% ₹21 Cr 877,192 Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 5419742% ₹14 Cr 109,106 Avalon Technologies Ltd (Technology)
Equity, Since 31 Aug 23 | AVALON2% ₹13 Cr 135,939 Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | ARVINDFASN2% ₹13 Cr 259,739 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 19 | NAVINFLUOR2% ₹13 Cr 22,671 Pricol Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | PRICOLLTD2% ₹13 Cr 202,903 Hindustan Foods Ltd (Industrials)
Equity, Since 31 Jul 24 | 5191262% ₹12 Cr 223,053
↓ -5,323 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA2% ₹12 Cr 145,399
↓ -35,381 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 May 25 | BBL2% ₹12 Cr 40,646 6. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (02 Jan 26) ₹262.593 ↑ 1.85 (0.71 %) Net Assets (Cr) ₹3,450 on 30 Nov 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.13 Information Ratio -0.14 Alpha Ratio 4.26 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 31 Dec 20 ₹10,000 31 Dec 21 ₹16,035 31 Dec 22 ₹15,696 31 Dec 23 ₹22,805 31 Dec 24 ₹27,155 31 Dec 25 ₹27,262 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month -0.1% 3 Month 1.7% 6 Month 0.8% 1 Year 0.2% 3 Year 20.3% 5 Year 22.2% 10 Year 15 Year Since launch 16.9% 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 3.08 Yr. Data below for Sundaram Small Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.39% Financial Services 19.4% Industrials 18.92% Health Care 12.01% Basic Materials 8.75% Communication Services 5.1% Technology 4.57% Consumer Defensive 2.57% Real Estate 2.33% Utility 1.03% Asset Allocation
Asset Class Value Cash 4.6% Equity 95.36% Debt 0.04% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹112 Cr 1,681,362 MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH3% ₹109 Cr 430,300
↑ 30,400 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹105 Cr 431,921 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹102 Cr 1,434,521 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹99 Cr 140,821 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹98 Cr 577,256 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹96 Cr 933,628
↑ 18,860 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹95 Cr 569,587
↑ 39,551 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹86 Cr 953,608 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹85 Cr 4,603,530 7. ICICI Prudential Smallcap Fund
ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (02 Jan 26) ₹86.73 ↑ 0.69 (0.80 %) Net Assets (Cr) ₹8,452 on 30 Nov 25 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.32 Information Ratio -0.63 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 31 Dec 20 ₹10,000 31 Dec 21 ₹16,100 31 Dec 22 ₹17,026 31 Dec 23 ₹23,484 31 Dec 24 ₹27,145 31 Dec 25 ₹27,044 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0.3% 3 Month -0.5% 6 Month -2.2% 1 Year -0.6% 3 Year 16.9% 5 Year 22% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.4% 2023 15.6% 2022 37.9% 2021 5.7% 2020 61% 2019 22.8% 2018 10% 2017 -22.4% 2016 42.7% 2015 6% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Anish Tawakley 18 Sep 23 2.2 Yr. Sharmila D’mello 30 Jun 22 3.42 Yr. Aatur Shah 21 Apr 25 0.61 Yr. Data below for ICICI Prudential Smallcap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 26.83% Basic Materials 22.34% Consumer Cyclical 13.59% Financial Services 9.85% Health Care 7.29% Consumer Defensive 3.19% Utility 2.33% Real Estate 1.39% Technology 1.24% Energy 0.73% Communication Services 0.61% Asset Allocation
Asset Class Value Cash 5.91% Equity 94.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty 50 Index $$
- | -5% ₹396 Cr 150,000
↑ 150,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | HDFCBANK4% ₹309 Cr 3,065,056
↑ 500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT3% ₹256 Cr 630,000
↓ -130,000 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | GPPL3% ₹236 Cr 13,229,877 Gillette India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | GILLETTE3% ₹220 Cr 252,882
↑ 34,212 Jamna Auto Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | JAMNAAUTO3% ₹212 Cr 18,511,151 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL2% ₹207 Cr 360,975
↑ 4,953 Atul Ltd (Basic Materials)
Equity, Since 31 Oct 23 | ATUL2% ₹204 Cr 347,874
↑ 1,217 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | ULTRACEMCO2% ₹203 Cr 175,000
↑ 25,000 Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 24 | TATACHEM2% ₹186 Cr 2,320,406
↑ 20,406 8. Kotak Small Cap Fund
Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (02 Jan 26) ₹252.193 ↑ 2.17 (0.87 %) Net Assets (Cr) ₹17,423 on 30 Nov 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 -0.81 Alpha Ratio -5.42 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 31 Dec 20 ₹10,000 31 Dec 21 ₹17,094 31 Dec 22 ₹16,569 31 Dec 23 ₹22,341 31 Dec 24 ₹28,027 31 Dec 25 ₹25,486 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0% 3 Month -1.2% 6 Month -5.1% 1 Year -9.6% 3 Year 15.6% 5 Year 20.5% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -9.1% 2023 25.5% 2022 34.8% 2021 -3.1% 2020 70.9% 2019 34.2% 2018 5% 2017 -17.3% 2016 44% 2015 8.9% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Harish Bihani 20 Oct 23 2.12 Yr. Data below for Kotak Small Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 25.22% Health Care 23.84% Consumer Cyclical 20.29% Financial Services 9.76% Basic Materials 8.78% Real Estate 4.19% Consumer Defensive 3.11% Communication Services 2.02% Technology 1.77% Asset Allocation
Asset Class Value Cash 1.03% Equity 98.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 24 | ASTERDM4% ₹782 Cr 11,757,234 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433083% ₹579 Cr 8,454,118 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433503% ₹551 Cr 5,518,386
↑ 95,893 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | CENTURYPLY3% ₹467 Cr 5,826,898
↓ -800,000 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 5433583% ₹457 Cr 2,615,539 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE3% ₹439 Cr 3,642,296 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | 5222872% ₹429 Cr 3,572,133 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT2% ₹372 Cr 3,311,236 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Aug 24 | BRIGADE2% ₹368 Cr 4,112,297 Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | VMM2% ₹350 Cr 25,804,976 9. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (02 Jan 26) ₹169.386 ↑ 0.81 (0.48 %) Net Assets (Cr) ₹36,272 on 30 Nov 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.54 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 31 Dec 20 ₹10,000 31 Dec 21 ₹14,756 31 Dec 22 ₹15,958 31 Dec 23 ₹19,996 31 Dec 24 ₹24,823 31 Dec 25 ₹23,610 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Jan 26 Duration Returns 1 Month 0% 3 Month -0.5% 6 Month -2.8% 1 Year -5.9% 3 Year 14% 5 Year 18.6% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.9% 2023 24.1% 2022 25.3% 2021 8.1% 2020 47.6% 2019 33.6% 2018 6.1% 2017 -19.6% 2016 78.7% 2015 1.3% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 12.05 Yr. Data below for SBI Small Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 25.37% Consumer Cyclical 21.74% Financial Services 14.82% Basic Materials 12.49% Consumer Defensive 3.86% Technology 2.35% Health Care 2.33% Communication Services 1.33% Real Estate 1.09% Utility 0.19% Asset Allocation
Asset Class Value Cash 5.57% Equity 91.84% Debt 2.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty Index 30-Dec-25
Derivatives, Since 30 Nov 25 | -6% ₹2,273 Cr 861,450
↑ 861,450 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | ATHERENERG4% ₹1,443 Cr 20,096,960 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB3% ₹1,129 Cr 41,665,000 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC3% ₹968 Cr 89,318,180 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY3% ₹961 Cr 9,324,049 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | 5222873% ₹948 Cr 7,900,000 India (Republic of)
- | -2% ₹889 Cr 90,000,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET2% ₹861 Cr 9,716,991 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | NAVINFLUOR2% ₹860 Cr 1,500,000 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433082% ₹844 Cr 12,323,990 10. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (02 Jan 26) ₹85.7515 ↑ 0.87 (1.02 %) Net Assets (Cr) ₹5,049 on 30 Nov 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.28 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 31 Dec 20 ₹10,000 31 Dec 21 ₹15,136 31 Dec 22 ₹14,158 31 Dec 23 ₹19,735 31 Dec 24 ₹23,970 31 Dec 25 ₹23,072 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 2 Jan 26 Duration Returns 1 Month -0.3% 3 Month 2.3% 6 Month -1.7% 1 Year -4% 3 Year 17.8% 5 Year 18.2% 10 Year 15 Year Since launch 12.2% 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 1.08 Yr. Dhaval Joshi 21 Nov 22 3.03 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 21.05% Industrials 17.47% Consumer Cyclical 16.27% Health Care 13.34% Basic Materials 11.23% Consumer Defensive 7.45% Real Estate 4.69% Technology 2.25% Utility 1.48% Asset Allocation
Asset Class Value Cash 4.78% Equity 95.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR3% ₹138 Cr 240,000
↓ -20,056 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX3% ₹129 Cr 128,200 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹117 Cr 1,500,000
↓ -72,000 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433872% ₹110 Cr 648,153 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL2% ₹109 Cr 1,078,825 Sai Life Sciences Ltd (Healthcare)
Equity, Since 30 Jun 25 | SAILIFE2% ₹108 Cr 1,225,785 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434132% ₹97 Cr 500,000
↓ -35,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | KARURVYSYA2% ₹94 Cr 3,808,336 Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ARVIND2% ₹92 Cr 2,613,142
↑ 233,579 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹89 Cr 1,301,548
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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