+91-22-489139095 वर्षों में सर्वश्रेष्ठ स्मॉल कैप इक्विटी म्युचुअल फंड
ढूंढ रहे हैंबेस्ट स्मॉल कैप फंड? आजकल, कई निवेशक इसमें निवेश करने के इच्छुक हैंस्मॉल कैप फंड क्योंकि उनके पास बड़े उद्यमों के रूप में विकसित होने की पर्याप्त क्षमता है। स्मॉल कैप फंड एक प्रकार की इक्विटी हैम्यूचुअल फंड जो छोटे आकार की कंपनियों के शेयरों में निवेश करता है। ये एक के साथ फर्म हैंमंडी 500 करोड़ रुपये से कम का पूंजीकरण (एमसी = कंपनी द्वारा जारी किए गए शेयरों की संख्या एक्स बाजार मूल्य प्रति शेयर)। उनका बाजार पूंजीकरण बड़े की तुलना में काफी कम है औरमध्यम दर्जे की कंपनियों के शेयर.
स्मॉल कैप फर्मों में अच्छा रिटर्न देने की क्षमता होती है। कई स्मॉल कैप कंपनियां अपने उत्पादों और सेवाओं के लिए अच्छी उपभोक्ता मांग के साथ एक आला बाजार की सेवा करती हैं। वे उभरते उद्योगों को भविष्य में पर्याप्त विकास की संभावना के साथ सेवा प्रदान करते हैं। हालांकि, इसमें शामिल जोखिम बहुत अधिक हैं। लेकिन, अगर आप लंबी अवधि के लिए निवेश करते हैं, तो जोखिम कम हो जाता है।
जो निवेशक स्मॉल कैप फंड में निवेश करना चाहते हैं, वे सबसे अच्छा प्रदर्शन करने वाले स्मॉल कैप फंड चुन सकते हैं जो पिछले 5 वर्षों के प्रदर्शन के आधार पर नीचे सूचीबद्ध हैं।
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5 साल के प्रदर्शन के आधार पर शीर्ष 6 सर्वश्रेष्ठ स्मॉल कैप म्युचुअल फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Small Cap Fund Growth ₹276.409
↓ -0.77 ₹18,933 9 17.7 6 11.2 12.3 -9.1 Aditya Birla Sun Life Small Cap Fund Growth ₹101.636
↑ 0.04 ₹5,865 11.2 25.4 20.7 15 13.7 -3.7 ICICI Prudential Smallcap Fund Growth ₹91.98
↑ 0.37 ₹9,533 7.4 13.9 4.1 10.5 14 -0.4 SBI Small Cap Fund Growth ₹187.587
↑ 0.21 ₹39,955 11.1 21.2 8.7 11.7 14.2 -4.9 HDFC Small Cap Fund Growth ₹139.832
↓ -0.36 ₹41,679 5.2 8.7 -1.5 9.9 14.6 -0.6 Franklin India Smaller Companies Fund Growth ₹180.632
↑ 0.67 ₹14,467 6.3 17.2 7.1 12.5 16 -8.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26 Research Highlights & Commentary of 6 Funds showcased
Commentary Kotak Small Cap Fund Aditya Birla Sun Life Small Cap Fund ICICI Prudential Smallcap Fund SBI Small Cap Fund HDFC Small Cap Fund Franklin India Smaller Companies Fund Point 1 Upper mid AUM (₹18,933 Cr). Bottom quartile AUM (₹5,865 Cr). Bottom quartile AUM (₹9,533 Cr). Upper mid AUM (₹39,955 Cr). Highest AUM (₹41,679 Cr). Lower mid AUM (₹14,467 Cr). Point 2 Oldest track record among peers (21 yrs). Established history (19+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (20+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 3★ (bottom quartile). Rating: 5★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). 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. Point 5 5Y return: 12.27% (bottom quartile). 5Y return: 13.67% (bottom quartile). 5Y return: 13.95% (lower mid). 5Y return: 14.17% (upper mid). 5Y return: 14.61% (upper mid). 5Y return: 16.01% (top quartile). Point 6 3Y return: 11.21% (lower mid). 3Y return: 14.98% (top quartile). 3Y return: 10.50% (bottom quartile). 3Y return: 11.66% (upper mid). 3Y return: 9.94% (bottom quartile). 3Y return: 12.47% (upper mid). Point 7 1Y return: 5.97% (lower mid). 1Y return: 20.71% (top quartile). 1Y return: 4.11% (bottom quartile). 1Y return: 8.71% (upper mid). 1Y return: -1.54% (bottom quartile). 1Y return: 7.12% (upper mid). Point 8 Alpha: -3.12 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: -2.98 (bottom quartile). Alpha: -1.22 (upper mid). Alpha: 0.00 (upper mid). Alpha: -2.93 (lower mid). Point 9 Sharpe: -0.07 (lower mid). Sharpe: 0.40 (top quartile). Sharpe: -0.07 (bottom quartile). Sharpe: -0.04 (upper mid). Sharpe: -0.26 (bottom quartile). Sharpe: -0.05 (upper mid). Point 10 Information ratio: -0.80 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.79 (bottom quartile). Information ratio: -0.63 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.56 (upper mid). Kotak Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
ICICI Prudential Smallcap Fund
SBI Small Cap Fund
HDFC Small Cap Fund
Franklin India Smaller Companies 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. Below is the key information for Kotak 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 (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 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 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 1. Kotak Small Cap Fund
Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (04 Sep 26) ₹276.409 ↓ -0.77 (-0.28 %) Net Assets (Cr) ₹18,933 on 31 Jul 26 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio -0.07 Information Ratio -0.8 Alpha Ratio -3.12 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 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 1.5% 3 Month 9% 6 Month 17.7% 1 Year 6% 3 Year 11.2% 5 Year 12.3% 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 Data below for Kotak Small Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (04 Sep 26) ₹101.636 ↑ 0.04 (0.04 %) Net Assets (Cr) ₹5,865 on 31 Jul 26 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.4 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 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 4 Sep 26 Duration Returns 1 Month 3.6% 3 Month 11.2% 6 Month 25.4% 1 Year 20.7% 3 Year 15% 5 Year 13.7% 10 Year 15 Year Since launch 12.7% 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 Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. ICICI Prudential Smallcap Fund
ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (04 Sep 26) ₹91.98 ↑ 0.37 (0.40 %) Net Assets (Cr) ₹9,533 on 31 Jul 26 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.07 Information Ratio -0.79 Alpha Ratio -2.98 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 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 1% 3 Month 7.4% 6 Month 13.9% 1 Year 4.1% 3 Year 10.5% 5 Year 14% 10 Year 15 Year Since launch 12.5% 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 Data below for ICICI Prudential Smallcap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (04 Sep 26) ₹187.587 ↑ 0.21 (0.11 %) Net Assets (Cr) ₹39,955 on 31 Jul 26 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.05 Information Ratio -0.63 Alpha Ratio -1.22 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 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 3.7% 3 Month 11.1% 6 Month 21.2% 1 Year 8.7% 3 Year 11.7% 5 Year 14.2% 10 Year 15 Year Since launch 18.8% 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 Data below for SBI Small Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (04 Sep 26) ₹139.832 ↓ -0.36 (-0.26 %) Net Assets (Cr) ₹41,679 on 31 Jul 26 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.26 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 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month -2.2% 3 Month 5.2% 6 Month 8.7% 1 Year -1.5% 3 Year 9.9% 5 Year 14.6% 10 Year 15 Year Since launch 15.4% 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 Data below for HDFC Small Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (04 Sep 26) ₹180.632 ↑ 0.67 (0.37 %) Net Assets (Cr) ₹14,467 on 31 Jul 26 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.05 Information Ratio -0.56 Alpha Ratio -2.93 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 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Sep 26 Duration Returns 1 Month 0.9% 3 Month 6.3% 6 Month 17.2% 1 Year 7.1% 3 Year 12.5% 5 Year 16% 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 Data below for Franklin India Smaller Companies Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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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Research Highlights for Kotak Small Cap Fund