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फिनकैश »म्यूचुअल फंड्स »बेस्ट स्मॉल एंड मिड कैप फंड

बेस्ट मिड एंड स्मॉल कैप इक्विटी म्यूचुअल फंड 2022

Updated on March 17, 2023 , 2518 views

कई निवेशकों का झुकाव की ओर हैनिवेश मिड और स्मॉल कैप मेंम्यूचुअल फंड्स क्योंकि उन्हें लंबी अवधि के लिए सबसे अच्छा धन सृजन उपकरण माना जाता हैवित्तीय लक्ष्यों. मिड और स्मॉल कैप को आमतौर पर फर्मों के रूप में परिभाषित किया जाता है:मंडी पूंजीकरण (एमसी = कंपनी द्वारा जारी किए गए शेयरों की संख्या एक्स बाजार मूल्य प्रति शेयर) INR 500- 1000 करोड़ के बीच। निवेशक जो बच्चे की शिक्षा जैसे वित्तीय लक्ष्यों को प्राप्त करना चाहते हैं,सेवानिवृत्ति योजनाआदि इन फंडों में निवेश कर सकते हैं।

स्मॉल कैप कंपनियां युवा बढ़ती फर्म हैं, जिनमें लंबे समय में सतत विकास की काफी संभावनाएं हैं। लेकिन, लार्ज कैप कंपनियों की तुलना में मिड और स्मॉल कैप में विफलता का जोखिम अधिक होता है। हालांकि, मध्य औरस्मॉल कैप फंड पोर्टफोलियो में विविधता लाने में मदद करता है और निवेशक इन फंड में लगभग 10-20% का एक छोटा सा हिस्सा निवेश कर सकते हैं।

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2022 में निवेश करने के लिए शीर्ष 10 सर्वश्रेष्ठ मिड और स्मॉल कैप फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
SBI Small Cap Fund Growth ₹107.489
↓ -1.00
₹15,395-7.9-7.16.236.6148.1
L&T Emerging Businesses Fund Growth ₹46.4491
↓ -0.40
₹8,672-3.3-3.84.242.911.51
Aditya Birla Sun Life Small Cap Fund Growth ₹49.0927
↓ -0.42
₹2,902-7.2-8.7-3.7304.2-6.5
HDFC Small Cap Fund Growth ₹78.642
↓ -0.63
₹14,649-1.90.810.541.812.24.6
Franklin India Smaller Companies Fund Growth ₹95.1202
↓ -0.64
₹7,309-2.6-0.29.237.510.23.6
Nippon India Small Cap Fund Growth ₹89.6976
↓ -0.81
₹23,910-5.4-3.484615.66.5
Kotak Emerging Equity Scheme Growth ₹73.876
↓ -0.71
₹23,963-4.5-5.74.932.213.85.1
Sundaram Mid Cap Fund Growth ₹703.489
↓ -5.91
₹7,049-7.5-8.92.526.17.34.8
L&T Midcap Fund Growth ₹200.137
↓ -1.66
₹7,089-5.6-5.31.224.57.61.1
DSP BlackRock Small Cap Fund  Growth ₹108.617
↓ -0.81
₹8,954-5.4-6.6-0.437.411.60.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 23

1. 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 19.2% since its launch.  Ranked 4 in Small Cap category.  Return for 2022 was 8.1% , 2021 was 47.6% and 2020 was 33.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (20 Mar 23) ₹107.489 ↓ -1.00   (-0.92 %)
Net Assets (Cr) ₹15,395 on 28 Feb 23
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.41
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

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 ₹426,080.
Net Profit of ₹126,080
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 20 Mar 23

DurationReturns
1 Month -3.8%
3 Month -7.9%
6 Month -7.1%
1 Year 6.2%
3 Year 36.6%
5 Year 14%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 7.8%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 139.22 Yr.
Mohit Jain25 Aug 220.44 Yr.

Data below for SBI Small Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials35.07%
Consumer Cyclical22.02%
Basic Materials11.73%
Financial Services5.3%
Consumer Defensive4.42%
Health Care2.59%
Communication Services2.04%
Real Estate0.79%
Utility0.53%
Asset Allocation
Asset ClassValue
Cash15.39%
Equity84.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹578 Cr4,700,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
3%₹481 Cr4,939,842
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 May 20 | KALPATPOWR
3%₹464 Cr9,000,000
↑ 2,162,919
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | VGUARD
3%₹419 Cr17,000,000
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
3%₹417 Cr3,500,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | 533655
3%₹413 Cr15,211,548
↓ -223,895
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹403 Cr23,395,569
TTK Prestige Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | TTKPRESTIG
3%₹402 Cr5,134,034
↑ 2,234,034
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | SFL
3%₹384 Cr3,140,000
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
3%₹383 Cr50,000,000

2. 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 18.9% since its launch.  Ranked 2 in Small Cap category.  Return for 2022 was 1% , 2021 was 77.4% and 2020 was 15.5% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (20 Mar 23) ₹46.4491 ↓ -0.40   (-0.85 %)
Net Assets (Cr) ₹8,672 on 31 Jan 23
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.87
Sharpe Ratio -0.15
Information Ratio 0.61
Alpha Ratio 3.77
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

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 ₹405,518.
Net Profit of ₹105,518
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 20 Mar 23

DurationReturns
1 Month -3.3%
3 Month -3.3%
6 Month -3.8%
1 Year 4.2%
3 Year 42.9%
5 Year 11.5%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 193.13 Yr.
Vihang Naik17 Dec 193.13 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Industrials34.81%
Basic Materials17.04%
Consumer Cyclical15.6%
Financial Services9.15%
Technology7.18%
Real Estate5.69%
Consumer Defensive4.82%
Health Care2.66%
Energy1.27%
Communication Services0.08%
Asset Allocation
Asset ClassValue
Cash1.7%
Equity98.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
3%₹269 Cr5,081,639
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | RHIM
3%₹235 Cr3,018,479
Indian Bank (Financial Services)
Equity, Since 31 Jan 22 | 532814
3%₹230 Cr7,556,600
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
3%₹225 Cr1,127,322
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | CARBORUNIV
3%₹219 Cr2,249,700
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹215 Cr1,329,400
JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 31 Oct 20 | JKLAKSHMI
2%₹209 Cr2,845,600
E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | EIDPARRY
2%₹207 Cr3,804,620
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
2%₹200 Cr1,184,900
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹195 Cr880,422

3. Aditya Birla Sun Life Small Cap Fund

(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.

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.5% since its launch.  Ranked 1 in Small Cap category.  Return for 2022 was -6.5% , 2021 was 51.4% and 2020 was 19.8% .

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (20 Mar 23) ₹49.0927 ↓ -0.42   (-0.85 %)
Net Assets (Cr) ₹2,902 on 28 Feb 23
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio -0.3
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.

DateValue

Aditya Birla Sun Life 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 ₹340,450.
Net Profit of ₹40,450
Invest Now

Returns for Aditya Birla Sun Life 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 20 Mar 23

DurationReturns
1 Month -4.4%
3 Month -7.2%
6 Month -8.7%
1 Year -3.7%
3 Year 30%
5 Year 4.2%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -6.5%
2021 51.4%
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
2013 4.8%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Vishal Gajwani1 Apr 220.84 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials21.82%
Consumer Cyclical20.85%
Financial Services14.66%
Basic Materials10.84%
Consumer Defensive9%
Technology7.21%
Health Care5.58%
Communication Services3.01%
Real Estate2.87%
Utility0.15%
Asset Allocation
Asset ClassValue
Cash3.72%
Equity96.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
3%₹94 Cr346,400
↓ -10,665
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL
3%₹75 Cr1,386,183
↓ -44,838
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹69 Cr223,165
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | 504973
2%₹64 Cr1,072,811
Endurance Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Apr 20 | ENDURANCE
2%₹63 Cr429,463
↓ -553
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | 532215
2%₹60 Cr693,565
Go Fashion (India) Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543401
2%₹57 Cr552,971
VIP Industries Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | VIPIND
2%₹57 Cr812,526
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 May 20 | RADICO
2%₹56 Cr496,208
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | CRAFTSMAN
2%₹55 Cr172,216

4. 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 14.8% since its launch.  Ranked 9 in Small Cap category.  Return for 2022 was 4.6% , 2021 was 64.9% and 2020 was 20.2% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (20 Mar 23) ₹78.642 ↓ -0.63   (-0.79 %)
Net Assets (Cr) ₹14,649 on 28 Feb 23
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.57
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

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 ₹415,684.
Net Profit of ₹115,684
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 20 Mar 23

DurationReturns
1 Month -3%
3 Month -1.9%
6 Month 0.8%
1 Year 10.5%
3 Year 41.8%
5 Year 12.2%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 7.5%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 148.6 Yr.
Priya Ranjan1 May 220.76 Yr.

Data below for HDFC Small Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials26.33%
Consumer Cyclical20.29%
Financial Services13.68%
Technology12.74%
Basic Materials9.42%
Health Care4.69%
Consumer Defensive3.91%
Communication Services2.34%
Asset Allocation
Asset ClassValue
Cash6.5%
Equity93.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
5%₹662 Cr10,903,616
↑ 5,400
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
4%₹601 Cr35,828,792
↓ -171,208
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
4%₹593 Cr5,512,922
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
3%₹508 Cr47,000,000
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹438 Cr3,012,043
↑ 63,300
IDFC Ltd (Financial Services)
Equity, Since 31 Oct 21 | IDFC
3%₹434 Cr50,571,544
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
3%₹428 Cr6,668,480
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
3%₹387 Cr11,772,819
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
2%₹351 Cr16,530,886
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 17 | KEI
2%₹341 Cr2,110,000

5. 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 14% since its launch.  Ranked 11 in Small Cap category.  Return for 2022 was 3.6% , 2021 was 56.4% and 2020 was 18.7% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (20 Mar 23) ₹95.1202 ↓ -0.64   (-0.66 %)
Net Assets (Cr) ₹7,309 on 28 Feb 23
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.49
Information Ratio 0.24
Alpha Ratio 9.21
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
28 Feb 18₹10,000
28 Feb 19₹8,219
29 Feb 20₹7,968
28 Feb 21₹10,921
28 Feb 22₹14,089
28 Feb 23₹15,825

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 ₹395,578.
Net Profit of ₹95,578
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 20 Mar 23

DurationReturns
1 Month -1.4%
3 Month -2.6%
6 Month -0.2%
1 Year 9.2%
3 Year 37.5%
5 Year 10.2%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 13.2%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1112.01 Yr.
Sandeep Manam18 Oct 211.29 Yr.
Akhil Kalluri8 Sep 220.4 Yr.

Data below for Franklin India Smaller Companies Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials25.38%
Financial Services18.8%
Consumer Cyclical15.02%
Basic Materials9.34%
Consumer Defensive6.54%
Health Care6.11%
Real Estate5.92%
Technology3.7%
Communication Services2.33%
Energy1.4%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹312 Cr6,800,570
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
4%₹261 Cr1,387,967
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
3%₹227 Cr1,111,988
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
3%₹209 Cr17,172,603
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
3%₹208 Cr19,398,917
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹200 Cr9,746,119
↓ -65,454
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
3%₹190 Cr3,506,545
↓ -163,774
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹188 Cr2,259,945
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO
3%₹181 Cr1,473,713
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
2%₹176 Cr1,812,883

6. 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 19.2% since its launch.  Ranked 6 in Small Cap category.  Return for 2022 was 6.5% , 2021 was 74.3% and 2020 was 29.2% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (20 Mar 23) ₹89.6976 ↓ -0.81   (-0.90 %)
Net Assets (Cr) ₹23,910 on 28 Feb 23
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.52
Information Ratio 1.58
Alpha Ratio 10.05
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

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 ₹447,579.
Net Profit of ₹147,579
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 20 Mar 23

DurationReturns
1 Month -2.8%
3 Month -5.4%
6 Month -3.4%
1 Year 8%
3 Year 46%
5 Year 15.6%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 11.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 176.08 Yr.
Kinjal Desai25 May 184.69 Yr.
Tejas Sheth1 Feb 230 Yr.
Akshay Sharma1 Dec 220.17 Yr.

Data below for Nippon India Small Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials25.1%
Consumer Cyclical16.53%
Basic Materials15.54%
Financial Services15.32%
Consumer Defensive8.11%
Technology6.64%
Health Care5.35%
Communication Services1.46%
Energy0.58%
Real Estate0.48%
Utility0.37%
Asset Allocation
Asset ClassValue
Cash3.3%
Equity96.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | TIINDIA
4%₹853 Cr3,267,559
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹433 Cr2,700,000
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | 532134
2%₹420 Cr25,045,248
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | KPITTECH
2%₹363 Cr4,756,932
↓ -687,985
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 28 Feb 19 | BALRAMCHIN
1%₹351 Cr9,291,212
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | NIITLTD
1%₹347 Cr10,638,553
↑ 240,569
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 21 | LT
1%₹336 Cr1,583,030
Timken India Ltd (Industrials)
Equity, Since 28 Feb 18 | 522113
1%₹334 Cr1,067,270
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | BAJAJELEC
1%₹329 Cr3,062,071
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹327 Cr5,763,697

7. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Ranked 12 in Mid Cap category.  Return for 2022 was 5.1% , 2021 was 47.3% and 2020 was 21.9% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (20 Mar 23) ₹73.876 ↓ -0.71   (-0.95 %)
Net Assets (Cr) ₹23,963 on 28 Feb 23
Category Equity - Mid Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.31
Information Ratio -0.2
Alpha Ratio 1.31
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue

Kotak Emerging Equity Scheme SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 23

DurationReturns
1 Month -3%
3 Month -4.5%
6 Month -5.7%
1 Year 4.9%
3 Year 32.2%
5 Year 13.8%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.1%
2021 47.3%
2020 21.9%
2019 8.9%
2018 -11.7%
2017 43%
2016 10.4%
2015 8.4%
2014 87.3%
2013 -5.1%
Fund Manager information for Kotak Emerging Equity Scheme
NameSinceTenure
Pankaj Tibrewal21 Jun 1012.62 Yr.
Arjun Khanna30 Apr 220.76 Yr.

Data below for Kotak Emerging Equity Scheme as on 28 Feb 23

Equity Sector Allocation
SectorValue
Industrials22.24%
Basic Materials21.15%
Consumer Cyclical20.43%
Financial Services12.38%
Health Care6.57%
Technology4.33%
Real Estate2.35%
Consumer Defensive2.25%
Utility0.77%
Energy0.67%
Asset Allocation
Asset ClassValue
Cash6.85%
Equity93.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Supreme Industries Ltd (Industrials)
Equity, Since 28 Feb 15 | 509930
4%₹1,012 Cr4,000,246
↓ -26,675
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 14 | SCHAEFFLER
4%₹890 Cr3,307,806
↑ 44,283
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹861 Cr1,837,779
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 19 | 500480
4%₹846 Cr5,891,232
↑ 22,368
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹763 Cr1,907,191
SKF India Ltd (Industrials)
Equity, Since 31 Jan 13 | SKFINDIA
3%₹721 Cr1,641,983
↑ 1,835
PI Industries Ltd (Basic Materials)
Equity, Since 30 Apr 18 | PIIND
3%₹629 Cr2,100,000
Thermax Ltd (Industrials)
Equity, Since 31 Mar 17 | THERMAX
3%₹590 Cr3,066,715
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹582 Cr6,498,521
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Dec 16 | 500233
2%₹579 Cr5,491,403
↑ 136,895

8. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.9% since its launch.  Ranked 13 in Mid Cap category.  Return for 2022 was 4.8% , 2021 was 37.5% and 2020 was 11.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (20 Mar 23) ₹703.489 ↓ -5.91   (-0.83 %)
Net Assets (Cr) ₹7,049 on 28 Feb 23
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.13
Information Ratio -1.6
Alpha Ratio -1.59
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

Sundaram Mid 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 ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Sundaram Mid 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 20 Mar 23

DurationReturns
1 Month -3.9%
3 Month -7.5%
6 Month -8.9%
1 Year 2.5%
3 Year 26.1%
5 Year 7.3%
10 Year
15 Year
Since launch 22.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
2013 4.6%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 211.94 Yr.
Ratish Varier24 Feb 211.94 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Consumer Cyclical23.7%
Financial Services23.4%
Industrials14.22%
Basic Materials11.25%
Health Care9.16%
Consumer Defensive5.47%
Technology4.13%
Utility2.54%
Real Estate1.59%
Communication Services1.54%
Energy0.33%
Asset Allocation
Asset ClassValue
Cash2.68%
Equity97.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
4%₹273 Cr20,296,098
↑ 707,342
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 09 | SCHAEFFLER
3%₹246 Cr914,013
↑ 6,089
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | 532215
3%₹195 Cr2,241,363
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
3%₹194 Cr1,508,236
↑ 29,774
Bank of Baroda (Financial Services)
Equity, Since 31 Dec 20 | 532134
3%₹189 Cr11,273,342
↓ -532,084
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Dec 14 | 506076
3%₹184 Cr920,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 20 | CROMPTON
2%₹173 Cr5,219,551
↑ 78,930
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹169 Cr360,981
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
2%₹161 Cr1,794,703
↑ 80,174
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 540611
2%₹159 Cr2,577,077

9. L&T Midcap Fund

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100.

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 17.5% since its launch.  Ranked 5 in Mid Cap category.  Return for 2022 was 1.1% , 2021 was 30.4% and 2020 was 19% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (20 Mar 23) ₹200.137 ↓ -1.66   (-0.82 %)
Net Assets (Cr) ₹7,089 on 31 Jan 23
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.86
Sharpe Ratio -0.22
Information Ratio -1.26
Alpha Ratio -2.32
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

L&T Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 23

DurationReturns
1 Month -2.9%
3 Month -5.6%
6 Month -5.3%
1 Year 1.2%
3 Year 24.5%
5 Year 7.6%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1.1%
2021 30.4%
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Vihang Naik28 Jun 166.6 Yr.
Cheenu Gupta25 Nov 220.19 Yr.

Data below for L&T Midcap Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services18.87%
Industrials15.72%
Basic Materials15.03%
Consumer Cyclical14.28%
Health Care13.69%
Consumer Defensive5.59%
Technology4.23%
Utility2.75%
Communication Services2.01%
Real Estate1.95%
Energy0.83%
Asset Allocation
Asset ClassValue
Cash5.05%
Equity94.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RATNAMANI
3%₹236 Cr1,063,861
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
3%₹220 Cr4,965,964
↓ -101,003
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | SUNDARMFIN
2%₹169 Cr743,568
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | ABBOTINDIA
2%₹168 Cr80,700
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
2%₹168 Cr1,975,600
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
2%₹162 Cr1,128,100
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 532814
2%₹161 Cr5,281,200
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | 500530
2%₹155 Cr90,899
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 500850
2%₹141 Cr4,668,200
Blue Dart Express Ltd (Industrials)
Equity, Since 31 Dec 17 | BLUEDART
2%₹135 Cr213,701
↓ -10,000

10. 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 16.3% since its launch.  Ranked 7 in Small Cap category.  Return for 2022 was 0.5% , 2021 was 58.9% and 2020 was 33.1% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (20 Mar 23) ₹108.617 ↓ -0.81   (-0.74 %)
Net Assets (Cr) ₹8,954 on 28 Feb 23
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.09
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

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 ₹405,518.
Net Profit of ₹105,518
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 20 Mar 23

DurationReturns
1 Month -2.7%
3 Month -5.4%
6 Month -6.6%
1 Year -0.4%
3 Year 37.4%
5 Year 11.6%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 3.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1012.62 Yr.
Jay Kothari1 Mar 139.93 Yr.
Resham Jain16 Mar 184.88 Yr.
Abhishek Ghosh1 Sep 220.42 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 28 Feb 23

Equity Sector Allocation
SectorValue
Consumer Cyclical32.63%
Basic Materials22%
Industrials13.04%
Health Care8.22%
Consumer Defensive7.76%
Financial Services6.56%
Technology2.44%
Communication Services2.15%
Asset Allocation
Asset ClassValue
Cash4.85%
Equity95.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
4%₹341 Cr3,879,027
↑ 113,924
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
4%₹341 Cr1,535,809
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
3%₹312 Cr10,918,004
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹301 Cr9,285,916
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | CHAMBLFERT
3%₹272 Cr8,684,412
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | KPRMILL
3%₹243 Cr4,594,316
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | NILKAMAL
3%₹242 Cr1,289,228
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
2%₹223 Cr312,546
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
2%₹222 Cr1,529,097
La Opala RG Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | LAOPALA
2%₹215 Cr5,728,747

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