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2022 में निवेश करने के लिए 10 सर्वश्रेष्ठ प्रदर्शन करने वाले स्मॉल कैप म्यूचुअल फंड

फिनकैश »म्यूचुअल फंड्स »बेस्ट स्मॉल कैप म्यूचुअल फंड

10 बेस्ट स्मॉल कैप म्यूचुअल फंड 2022

Updated on May 18, 2024 , 81120 views

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।

benefits-of-small-cap-mutual-funds

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Small Cap Fund Growth ₹158.152
↑ 0.28
₹50,42310.323.758.734.832.748.9
Kotak Small Cap Fund Growth ₹242.102
↑ 0.63
₹14,8158.918.842.124.129.234.8
ICICI Prudential Smallcap Fund Growth ₹81.85
↑ 0.24
₹7,6596.118.144.228.627.737.9
L&T Emerging Businesses Fund Growth ₹77.2236
↓ 0.00
₹14,6197.117.950.432.127.346.1
SBI Small Cap Fund Growth ₹163.135
↑ 0.96
₹27,760819.239.324.226.825.3
DSP BlackRock Small Cap Fund  Growth ₹170.833
↑ 0.03
₹14,0734.213.244.525.426.541.2
Franklin India Smaller Companies Fund Growth ₹164.222
↓ -0.17
₹12,5878.421.756.732.726.152.1
IDBI Small Cap Fund Growth ₹28.6695
↑ 0.50
₹2238.623.948.328.125.933.4
HDFC Small Cap Fund Growth ₹125.561
↑ 0.42
₹29,6852.815.743.529.524.844.8
Sundaram Small Cap Fund Growth ₹232.186
↓ -0.37
₹3,1462.915.347.226.124.445.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 May 24
*ऊपर सर्वश्रेष्ठ स्मॉल कैप की सूची हैम्यूचुअल फंड्स नेट एसेट/एयूएम से ऊपर होना100 करोड़ पर छाँटा गया5 वर्षसीएजीआर रिटर्न.

1. Nippon India Small Cap Fund

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.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.4% since its launch.  Ranked 6 in Small Cap category.  Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (21 May 24) ₹158.152 ↑ 0.28   (0.17 %)
Net Assets (Cr) ₹50,423 on 30 Apr 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 3.31
Information Ratio 0.82
Alpha Ratio 6.4
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.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,864
30 Apr 21₹15,638
30 Apr 22₹21,799
30 Apr 23₹24,109
30 Apr 24₹38,830

Nippon India 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 ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for Nippon India 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 21 May 24

DurationReturns
1 Month 8.1%
3 Month 10.3%
6 Month 23.7%
1 Year 58.7%
3 Year 34.8%
5 Year 32.7%
10 Year
15 Year
Since launch 22.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 97.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.25 Yr.
Kinjal Desai25 May 185.86 Yr.
Tejas Sheth1 Feb 231.16 Yr.

Data below for Nippon India Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials31.92%
Financial Services13.93%
Consumer Cyclical11.36%
Basic Materials9.98%
Technology8.69%
Health Care7.93%
Consumer Defensive7.14%
Communication Services1.72%
Utility1.38%
Energy1.04%
Real Estate0.31%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.95%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | 540762
2%₹1,093 Cr2,924,163
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹890 Cr6,150,000
↑ 1,000,000
Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | 532757
2%₹836 Cr864,398
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | 532259
2%₹754 Cr1,080,116
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
1%₹620 Cr1,851,010
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹618 Cr25,000,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹609 Cr8,100,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹581 Cr31,784,062
NIIT Learning Systems Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 543952
1%₹579 Cr11,420,240
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 22 | INDIGO
1%₹575 Cr1,619,443

2. Kotak Small Cap Fund

(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.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 23 in Small Cap category.  Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (21 May 24) ₹242.102 ↑ 0.63   (0.26 %)
Net Assets (Cr) ₹14,815 on 30 Apr 24
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.48
Sharpe Ratio 2.22
Information Ratio -0.86
Alpha Ratio -6.02
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.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,344
30 Apr 21₹17,453
30 Apr 22₹23,228
30 Apr 23₹23,292
30 Apr 24₹33,056

Kotak 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 ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Kotak 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 21 May 24

DurationReturns
1 Month 6.8%
3 Month 8.9%
6 Month 18.8%
1 Year 42.1%
3 Year 24.1%
5 Year 29.2%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 74%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Arjun Khanna30 Apr 221.92 Yr.
Harish Bihani20 Oct 230.45 Yr.

Data below for Kotak Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials37.83%
Consumer Cyclical21.66%
Basic Materials17.01%
Health Care8.15%
Consumer Defensive3.49%
Financial Services3.18%
Technology2.65%
Real Estate1.81%
Communication Services0.92%
Asset Allocation
Asset ClassValue
Cash2.83%
Equity97.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
4%₹602 Cr3,013,563
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | 513375
4%₹507 Cr4,000,051
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹416 Cr3,264,838
↓ -100,000
Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 532548
3%₹407 Cr6,353,571
↑ 15,809
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 520111
3%₹371 Cr1,328,764
↑ 70,000
Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | 533573
2%₹339 Cr3,441,355
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | 542141
2%₹323 Cr4,184,629
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Aug 11 | SOLARINDS
2%₹313 Cr356,620
Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 509557
2%₹294 Cr885,547
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
2%₹288 Cr1,268,161

3. ICICI Prudential Smallcap Fund

(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.

ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.5% since its launch.  Ranked 26 in Small Cap category.  Return for 2023 was 37.9% , 2022 was 5.7% and 2021 was 61% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (21 May 24) ₹81.85 ↑ 0.24   (0.29 %)
Net Assets (Cr) ₹7,659 on 30 Apr 24
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 2.5
Information Ratio -0.22
Alpha Ratio -3.53
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.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,777
30 Apr 21₹15,067
30 Apr 22₹20,577
30 Apr 23₹22,162
30 Apr 24₹32,280

ICICI Prudential Smallcap 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 ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 May 24

DurationReturns
1 Month 5.9%
3 Month 6.1%
6 Month 18.1%
1 Year 44.2%
3 Year 28.6%
5 Year 27.7%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.9%
2022 5.7%
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Anish Tawakley18 Sep 230.54 Yr.
Sri Sharma18 Sep 230.54 Yr.
Sharmila D’mello30 Jun 221.76 Yr.

Data below for ICICI Prudential Smallcap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials26.12%
Consumer Cyclical19.12%
Basic Materials14.4%
Financial Services8.29%
Health Care6.26%
Consumer Defensive4.94%
Real Estate3.04%
Technology2.57%
Communication Services2.35%
Utility1.55%
Energy0.77%
Asset Allocation
Asset ClassValue
Cash9.91%
Equity90.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
3%₹222 Cr1,113,643
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 23 | 540767
3%₹205 Cr4,344,360
↓ -626,436
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 19 | 522287
2%₹176 Cr1,646,029
↓ -116,575
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 23 | 506076
2%₹175 Cr919,168
↑ 146,700
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | MARUTI
2%₹172 Cr136,687
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT
2%₹170 Cr452,798
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
2%₹151 Cr862,662
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | 532929
2%₹147 Cr1,570,577
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | 500126
2%₹144 Cr306,071
↑ 229,242
Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 500480
2%₹144 Cr477,793
↓ -358,024

4. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 22.6% since its launch.  Ranked 2 in Small Cap category.  Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (21 May 24) ₹77.2236 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹14,619 on 30 Apr 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 2.58
Information Ratio 0.43
Alpha Ratio -3.92
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
30 Apr 19₹10,000
30 Apr 20₹6,968
30 Apr 21₹13,324
30 Apr 22₹18,672
30 Apr 23₹20,595
30 Apr 24₹31,468

L&T Emerging Businesses 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 L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 May 24

DurationReturns
1 Month 6.9%
3 Month 7.1%
6 Month 17.9%
1 Year 50.4%
3 Year 32.1%
5 Year 27.3%
10 Year
15 Year
Since launch 22.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.29 Yr.
Cheenu Gupta1 Oct 230.5 Yr.
Sonal Gupta1 Oct 230.5 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials31.58%
Basic Materials14.56%
Consumer Cyclical14.41%
Technology10.45%
Financial Services9.58%
Real Estate6.78%
Health Care5.05%
Consumer Defensive2.53%
Energy1.06%
Asset Allocation
Asset ClassValue
Cash2.64%
Equity97.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | 532259
3%₹443 Cr635,400
↓ -33,000
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 500840
3%₹388 Cr8,627,473
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
3%₹362 Cr3,866,279
↓ -100,000
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | 532221
3%₹354 Cr4,896,490
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | 517569
2%₹328 Cr947,670
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | 542651
2%₹325 Cr2,188,200
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
2%₹299 Cr3,586,897
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹262 Cr11,291,100
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
2%₹262 Cr1,607,279
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 17 | 532784
2%₹249 Cr1,721,853

5. SBI Small Cap Fund

(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

SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.9% since its launch.  Ranked 4 in Small Cap category.  Return for 2023 was 25.3% , 2022 was 8.1% and 2021 was 47.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (21 May 24) ₹163.135 ↑ 0.96   (0.59 %)
Net Assets (Cr) ₹27,760 on 30 Apr 24
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.66
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
30 Apr 19₹10,000
30 Apr 20₹8,859
30 Apr 21₹16,047
30 Apr 22₹20,434
30 Apr 23₹22,086
30 Apr 24₹31,198

SBI 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 ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for SBI 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 21 May 24

DurationReturns
1 Month 5.1%
3 Month 8%
6 Month 19.2%
1 Year 39.3%
3 Year 24.2%
5 Year 26.8%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 110.7%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 1310.38 Yr.
Mohit Jain30 Nov 176.34 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials34.56%
Consumer Cyclical19.35%
Financial Services13.6%
Basic Materials10.8%
Consumer Defensive4.73%
Health Care2%
Real Estate1.63%
Communication Services1.24%
Utility0.63%
Asset Allocation
Asset ClassValue
Cash11.41%
Equity88.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
5%₹1,197 Cr9,400,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | 522287
4%₹963 Cr9,000,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 542399
3%₹858 Cr9,716,991
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹814 Cr33,022,214
GE T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 522275
3%₹714 Cr8,420,840
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 541233
3%₹653 Cr50,000,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
2%₹627 Cr4,939,842
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
2%₹602 Cr10,000,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
2%₹587 Cr10,942,027
CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 543441
2%₹586 Cr15,000,000

6. DSP BlackRock Small Cap Fund 

(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

DSP BlackRock Small Cap Fund  is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 7 in Small Cap category.  Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (21 May 24) ₹170.833 ↑ 0.03   (0.02 %)
Net Assets (Cr) ₹14,073 on 30 Apr 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.14
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.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,036
30 Apr 21₹15,077
30 Apr 22₹20,577
30 Apr 23₹20,959
30 Apr 24₹31,021

DSP BlackRock 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 ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for DSP BlackRock 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 21 May 24

DurationReturns
1 Month 4%
3 Month 4.2%
6 Month 13.2%
1 Year 44.5%
3 Year 25.4%
5 Year 26.5%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 101.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1013.79 Yr.
Jay Kothari1 Mar 1311.09 Yr.
Resham Jain16 Mar 186.05 Yr.
Abhishek Ghosh1 Sep 221.58 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Apr 24

Equity Sector Allocation
SectorValue
Consumer Cyclical29.3%
Industrials20.78%
Basic Materials17.24%
Health Care8.72%
Consumer Defensive7.02%
Financial Services5.39%
Technology2.8%
Communication Services0.92%
Utility0.4%
Asset Allocation
Asset ClassValue
Cash7.34%
Equity92.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
5%₹597 Cr2,989,892
↓ -177,948
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
3%₹402 Cr3,251,899
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 532509
3%₹389 Cr9,447,197
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | 532927
3%₹365 Cr1,541,488
Voltamp Transformers Ltd (Industrials)
Equity, Since 31 Mar 17 | 532757
3%₹348 Cr359,829
↓ -28,663
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | 543271
3%₹338 Cr7,456,286
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
2%₹308 Cr9,887,167
↓ -100,217
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
2%₹292 Cr1,045,261
Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 532796
2%₹288 Cr5,950,673
↑ 149,114
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144
2%₹264 Cr5,125,223

7. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.5% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (21 May 24) ₹164.222 ↓ -0.17   (-0.10 %)
Net Assets (Cr) ₹12,587 on 30 Apr 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.08
Information Ratio 0.33
Alpha Ratio 3.32
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
30 Apr 19₹10,000
30 Apr 20₹6,943
30 Apr 21₹12,752
30 Apr 22₹16,718
30 Apr 23₹18,671
30 Apr 24₹29,996

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 May 24

DurationReturns
1 Month 6.3%
3 Month 8.4%
6 Month 21.7%
1 Year 56.7%
3 Year 32.7%
5 Year 26.1%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.17 Yr.
Sandeep Manam18 Oct 212.45 Yr.
Akhil Kalluri8 Sep 221.56 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials26.54%
Financial Services19.57%
Consumer Cyclical13.14%
Health Care7.5%
Technology6.65%
Basic Materials6.28%
Real Estate5.5%
Consumer Defensive4.15%
Utility1.08%
Energy1.05%
Communication Services0.82%
Asset Allocation
Asset ClassValue
Cash6%
Equity93.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | 543243
4%₹445 Cr48,064,081
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹437 Cr4,668,691
↑ 25,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 543278
3%₹375 Cr8,763,469
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹299 Cr892,402
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
3%₹295 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹281 Cr15,398,917
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | 540975
2%₹266 Cr6,488,964
↑ 1,892,958
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | 542651
2%₹263 Cr1,772,610
↓ -100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
2%₹247 Cr2,259,945
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
2%₹239 Cr1,448,723
↓ -140,253

8. IDBI Small Cap Fund

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.

IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Return for 2023 was 33.4% , 2022 was 2.4% and 2021 was 64.7% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (21 May 24) ₹28.6695 ↑ 0.50   (1.76 %)
Net Assets (Cr) ₹223 on 30 Apr 24
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.31
Sharpe Ratio 2.6
Information Ratio -0.37
Alpha Ratio -2.96
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.

DateValue
30 Apr 19₹10,000
30 Apr 20₹7,719
30 Apr 21₹13,972
30 Apr 22₹18,769
30 Apr 23₹19,508
30 Apr 24₹29,115

IDBI 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for IDBI 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 21 May 24

DurationReturns
1 Month 8.8%
3 Month 8.6%
6 Month 23.9%
1 Year 48.3%
3 Year 28.1%
5 Year 25.9%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.4%
2022 2.4%
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
2014
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Yogesh Patil31 Jul 230.67 Yr.
Dikshit Mittal31 Jul 230.67 Yr.

Data below for IDBI Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials39.12%
Basic Materials15.63%
Consumer Cyclical14.86%
Financial Services7.83%
Technology6.46%
Health Care6.25%
Utility2.21%
Consumer Defensive1.8%
Real Estate1.27%
Communication Services0.91%
Asset Allocation
Asset ClassValue
Cash3.66%
Equity96.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
5%₹11 Cr61,751
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG
4%₹8 Cr89,049
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | 517569
3%₹7 Cr21,041
BSE Ltd (Financial Services)
Equity, Since 31 Aug 23 | BSE
3%₹7 Cr28,449
↓ -1,851
Kennametal India Ltd (Industrials)
Equity, Since 31 Aug 23 | 505890
3%₹6 Cr27,154
Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Nov 23 | 533326
3%₹6 Cr353,255
Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Aug 23 | 503960
3%₹6 Cr8,960
Blue Star Ltd (Industrials)
Equity, Since 30 Nov 19 | BLUESTARCO
3%₹6 Cr44,181
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 541233
3%₹5 Cr406,875
KSB Ltd (Industrials)
Equity, Since 31 Mar 21 | 500249
3%₹5 Cr13,659

9. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 9 in Small Cap category.  Return for 2023 was 44.8% , 2022 was 4.6% and 2021 was 64.9% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (21 May 24) ₹125.561 ↑ 0.42   (0.33 %)
Net Assets (Cr) ₹29,685 on 30 Apr 24
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 2.7
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.

DateValue
30 Apr 19₹10,000
30 Apr 20₹6,705
30 Apr 21₹12,755
30 Apr 22₹16,795
30 Apr 23₹19,360
30 Apr 24₹29,246

HDFC 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 ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for HDFC 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 21 May 24

DurationReturns
1 Month 2.1%
3 Month 2.8%
6 Month 15.7%
1 Year 43.5%
3 Year 29.5%
5 Year 24.8%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 51.5%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 149.77 Yr.
Dhruv Muchhal22 Jun 230.78 Yr.

Data below for HDFC Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials25.66%
Consumer Cyclical17.43%
Technology13.31%
Financial Services12.38%
Health Care10.77%
Basic Materials4.93%
Consumer Defensive3.17%
Communication Services2.71%
Utility0.43%
Asset Allocation
Asset ClassValue
Cash9.2%
Equity90.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
5%₹1,241 Cr17,178,253
↓ -1,451,557
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | 532809
4%₹1,155 Cr58,422,707
↑ 1,552,248
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
4%₹1,131 Cr42,828,792
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | 532927
3%₹840 Cr3,546,409
↑ 17,531
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 540975
3%₹800 Cr19,556,503
↑ 1,917,151
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
2%₹641 Cr6,404,655
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹583 Cr1,162,932
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
2%₹567 Cr12,986,529
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Dec 20 | 543243
2%₹561 Cr60,564,526
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 500031
2%₹534 Cr5,882,744

10. 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 17.8% 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 (21 May 24) ₹232.186 ↓ -0.37   (-0.16 %)
Net Assets (Cr) ₹3,146 on 30 Apr 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 3
Information Ratio -0.52
Alpha Ratio 2.83
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 Apr 19₹10,000
30 Apr 20₹7,245
30 Apr 21₹13,781
30 Apr 22₹17,653
30 Apr 23₹18,805
30 Apr 24₹28,442

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 ₹556,833.
Net Profit of ₹256,833
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 21 May 24

DurationReturns
1 Month 3.2%
3 Month 2.9%
6 Month 15.3%
1 Year 47.2%
3 Year 26.1%
5 Year 24.4%
10 Year
15 Year
Since launch 17.8%
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 221.41 Yr.

Data below for Sundaram Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services28.37%
Industrials16.2%
Consumer Cyclical11.21%
Technology10.24%
Health Care8.56%
Basic Materials5.77%
Consumer Defensive5.08%
Real Estate3.47%
Communication Services2.37%
Utility1.36%
Asset Allocation
Asset ClassValue
Cash4.8%
Equity95.08%
Debt0.11%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KSB Ltd (Industrials)
Equity, Since 31 May 14 | 500249
3%₹88 Cr227,356
↓ -5,000
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 511196
3%₹84 Cr1,122,113
↑ 19,619
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | 504973
3%₹78 Cr702,024
↑ 1,532
Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -
2%₹72 Cr1,510,225
↑ 68,795
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | 532497
2%₹71 Cr410,580
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532810
2%₹68 Cr1,754,986
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 517569
2%₹67 Cr194,803
↓ -49,988
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
2%₹67 Cr387,840
↑ 37,112
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
2%₹67 Cr199,162
↓ -36,645
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | 543064
2%₹64 Cr950,000

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

benefits-of-small-cap-mutual-funds

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।

स्मॉल कैप फंड में ऑनलाइन निवेश कैसे करें?

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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।

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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Mohd Alvi, posted on 12 Feb 22 10:49 PM

Good n nice

Unknown, posted on 22 Jan 19 4:38 PM

I believe SBI small cap fund is the best to get good returns in long run.

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