10 മികച്ച സ്മോൾ ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on October 19, 2025 , 83854 views

സ്മോൾ ക്യാപ്സ് സാധാരണയായി നിർവചിക്കപ്പെടുന്നത് a ഉള്ള സ്ഥാപനങ്ങൾ എന്നാണ്വിപണി 500 കോടി രൂപയിൽ താഴെയുള്ള മൂലധനവൽക്കരണം (എംസി=കമ്പനി ഇഷ്യൂ ചെയ്യുന്ന ഓഹരികളുടെ എണ്ണം X മാർക്കറ്റ് വില) ദീർഘകാലാടിസ്ഥാനത്തിൽ സുസ്ഥിരമായ വളർച്ചയ്ക്ക് വലിയ സാധ്യതയുള്ള യുവ സ്ഥാപനങ്ങളാണ് സ്മോൾ ക്യാപ് കമ്പനികൾ. പക്ഷേ, വലിയ തോതിലുള്ളതിനെ അപേക്ഷിച്ച് ചെറിയ തൊപ്പികളിൽ പരാജയപ്പെടാനുള്ള സാധ്യത കൂടുതലാണ്മിഡ് ക്യാപ് കമ്പനികൾ.

ഇതിനായി തിരയുന്നുമികച്ച സ്മോൾ ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ? കൊള്ളാം, സ്മോൾ ക്യാപ് ഫണ്ടുകൾ ദീർഘകാലത്തേക്കുള്ള മികച്ച സമ്പത്ത് സൃഷ്ടിക്കൽ ഉപകരണങ്ങളിലൊന്നാണ്സാമ്പത്തിക ലക്ഷ്യങ്ങൾ. ഈ സാമ്പത്തിക ലക്ഷ്യങ്ങളിൽ കുട്ടിയുടെ വിദ്യാഭ്യാസം ഉൾപ്പെട്ടേക്കാം,വിരമിക്കൽ ആസൂത്രണം, തുടങ്ങിയവ.

എന്നിരുന്നാലും, സ്‌മോൾ ക്യാപ് ഫണ്ടുകൾ പോർട്ട്‌ഫോളിയോകൾ വൈവിധ്യവത്കരിക്കാൻ സഹായിക്കുന്നു, കൂടാതെ നിക്ഷേപകർക്ക് മൊത്തത്തിലുള്ള പോർട്ട്‌ഫോളിയോയിൽ ഒരു ചെറിയ വിഹിതം (5-10%) എടുക്കാം, അത് ദീർഘകാല നിക്ഷേപ കാലയളവിൽ മികച്ച പ്രകടനം കാഴ്ചവെക്കും.

എന്താണ് സ്മോൾ ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ?

സ്മോൾ-ക്യാപ്സ് നിർവചിക്കപ്പെട്ടിരിക്കുന്നത് "പൂർണ്ണമായ വിപണി മൂലധനത്തിന്റെ അടിസ്ഥാനത്തിൽ 251-ാമത്തെ കമ്പനി" എന്നാണ്. മാനദണ്ഡങ്ങൾ അനുസരിച്ച്, സ്മോൾ ക്യാപ് ഫണ്ടുകളുടെ പോർട്ട്ഫോളിയോയ്ക്ക് സ്മോൾ ക്യാപ് സ്റ്റോക്കുകളിൽ അതിന്റെ മൊത്തം ആസ്തിയുടെ 65 ശതമാനമെങ്കിലും ഉണ്ടായിരിക്കണം. ദീർഘകാലാടിസ്ഥാനത്തിൽ തങ്ങളുടെ വരുമാനം പരമാവധിയാക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർ, ഉയർന്ന വരുമാനമുള്ളവർറിസ്ക് വിശപ്പ്, സ്മോൾ ക്യാപ് ഫണ്ടുകളിൽ അവരുടെ നിക്ഷേപങ്ങൾ ആസൂത്രണം ചെയ്യാൻ കഴിയും. സ്മോൾ ക്യാപ്സിന്റെ ചാഞ്ചാട്ടം സഹിക്കാൻ ഒരാൾക്ക് കഴിയണം. ഈ ഫണ്ടുകൾക്ക് ഒരു ബുൾ മാർക്കറ്റിൽ ഏറ്റവും കൂടുതൽ ഉയരാനും കരടി വിപണിയിലെ ഏറ്റവും കുത്തനെയുള്ള തകർച്ച നേരിടാനും കഴിയും. ഒപ്റ്റിമൽ റിട്ടേൺസ് നേടുന്നതിന്, ഒരുനിക്ഷേപകൻ കുറഞ്ഞത് മൂന്ന്-അഞ്ച് വർഷത്തിൽ കൂടുതൽ നിക്ഷേപിക്കണം.

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സ്മോൾ ക്യാപ് ഫണ്ടുകളുടെ മുൻകാല പ്രകടനം നോക്കുകയാണെങ്കിൽ, 2012 ജനുവരി 9 വരെ, സ്മോൾ ക്യാപ് ഫണ്ടുകളുടെ ശരാശരി മൂന്ന് വർഷത്തെ വരുമാനം മിഡ്, സ്മോൾ ക്യാപ് ഫണ്ടുകളുടെ 24 ശതമാനവുമായി താരതമ്യം ചെയ്യുമ്പോൾ 25.5 ശതമാനമാണ്. വലിയ ക്യാപ്പിന്റെ ശരാശരി മൂന്ന് വർഷത്തെ വരുമാനംഇക്വിറ്റി ഫണ്ടുകൾ 2012 ജനുവരി 9ന് 17.518 ശതമാനമായിരുന്നു. ഭാവിയിൽ വിജയഗാഥകളാകാൻ സാധ്യതയുള്ള നിരവധി സ്ഥാപനങ്ങൾ സ്‌മോൾ ക്യാപ് സ്‌പെയ്‌സിലുണ്ട്.

22-23 സാമ്പത്തിക വർഷത്തിൽ നിക്ഷേപിക്കുന്നതിനുള്ള മികച്ച 10 മികച്ച സ്മോൾ ക്യാപ് ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Small Cap Fund Growth	₹169.952 ↑ 0.52	₹64,821	-2.4	10.4	-6.1	22.8	32.7	26.1
HDFC Small Cap Fund Growth	₹142.464 ↑ 1.20	₹36,294	-1	16.1	1.2	22.8	30.3	20.4
Franklin India Smaller Companies Fund Growth	₹169.856 ↑ 1.41	₹13,302	-4.5	8.2	-7.3	22.1	29.1	23.2
IDBI Small Cap Fund Growth	₹30.4188 ↑ 0.10	₹604	-2.9	7	-9.8	17.7	27.6	40
ICICI Prudential Smallcap Fund Growth	₹87.61 ↑ 0.25	₹8,441	-2.2	11.3	-3.7	17.7	27.4	15.6
Sundaram Small Cap Fund Growth	₹263.788 ↑ 1.78	₹3,282	-1	13.6	-2	20.7	27.3	19.1
DSP Small Cap Fund Growth	₹193.36 ↑ 0.71	₹16,628	-5.3	12.2	-4.8	19.3	26.5	25.6
Kotak Small Cap Fund Growth	₹259.352 ↑ 0.28	₹17,508	-3.8	8.9	-9.1	16.4	26.4	25.5
SBI Small Cap Fund Growth	₹172.242 ↑ 0.35	₹35,245	-3.4	7.2	-7.8	14.2	24.2	24.1
Aditya Birla Sun Life Small Cap Fund Growth	₹86.5087 ↑ 0.71	₹4,824	-2.5	11.9	-6.4	17.9	23.1	21.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Oct 25

Research Highlights & Commentary of 10 Funds showcased

Commentary	Nippon India Small Cap Fund	HDFC Small Cap Fund	Franklin India Smaller Companies Fund	IDBI Small Cap Fund	ICICI Prudential Smallcap Fund	Sundaram Small Cap Fund	DSP Small Cap Fund	Kotak Small Cap Fund	SBI Small Cap Fund	Aditya Birla Sun Life Small Cap Fund
Point 1	Highest AUM (₹64,821 Cr).	Top quartile AUM (₹36,294 Cr).	Lower mid AUM (₹13,302 Cr).	Bottom quartile AUM (₹604 Cr).	Lower mid AUM (₹8,441 Cr).	Bottom quartile AUM (₹3,282 Cr).	Upper mid AUM (₹16,628 Cr).	Upper mid AUM (₹17,508 Cr).	Upper mid AUM (₹35,245 Cr).	Bottom quartile AUM (₹4,824 Cr).
Point 2	Established history (15+ yrs).	Established history (17+ yrs).	Established history (19+ yrs).	Established history (8+ yrs).	Established history (18+ yrs).	Oldest track record among peers (20 yrs).	Established history (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).	Not Rated.	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 4★ (lower mid).	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: 32.74% (top quartile).	5Y return: 30.26% (top quartile).	5Y return: 29.09% (upper mid).	5Y return: 27.64% (upper mid).	5Y return: 27.42% (upper mid).	5Y return: 27.33% (lower mid).	5Y return: 26.45% (lower mid).	5Y return: 26.37% (bottom quartile).	5Y return: 24.16% (bottom quartile).	5Y return: 23.15% (bottom quartile).
Point 6	3Y return: 22.81% (top quartile).	3Y return: 22.84% (top quartile).	3Y return: 22.14% (upper mid).	3Y return: 17.73% (lower mid).	3Y return: 17.66% (bottom quartile).	3Y return: 20.65% (upper mid).	3Y return: 19.31% (upper mid).	3Y return: 16.40% (bottom quartile).	3Y return: 14.25% (bottom quartile).	3Y return: 17.88% (lower mid).
Point 7	1Y return: -6.09% (upper mid).	1Y return: 1.17% (top quartile).	1Y return: -7.29% (lower mid).	1Y return: -9.83% (bottom quartile).	1Y return: -3.71% (upper mid).	1Y return: -2.00% (top quartile).	1Y return: -4.76% (upper mid).	1Y return: -9.06% (bottom quartile).	1Y return: -7.81% (bottom quartile).	1Y return: -6.37% (lower mid).
Point 8	Alpha: -2.55 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: -5.08 (bottom quartile).	Alpha: -4.61 (bottom quartile).	Alpha: 0.15 (top quartile).	Alpha: 0.97 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -1.53 (lower mid).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).
Point 9	Sharpe: -0.65 (lower mid).	Sharpe: -0.33 (top quartile).	Sharpe: -0.76 (bottom quartile).	Sharpe: -0.70 (bottom quartile).	Sharpe: -0.49 (upper mid).	Sharpe: -0.47 (upper mid).	Sharpe: -0.30 (top quartile).	Sharpe: -0.59 (lower mid).	Sharpe: -0.72 (bottom quartile).	Sharpe: -0.56 (upper mid).
Point 10	Information ratio: 0.10 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.02 (top quartile).	Information ratio: -0.82 (bottom quartile).	Information ratio: -0.58 (bottom quartile).	Information ratio: -0.47 (lower mid).	Information ratio: 0.00 (upper mid).	Information ratio: -0.92 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).

Nippon India Small Cap Fund

Highest AUM (₹64,821 Cr).
Established history (15+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 32.74% (top quartile).
3Y return: 22.81% (top quartile).
1Y return: -6.09% (upper mid).
Alpha: -2.55 (bottom quartile).
Sharpe: -0.65 (lower mid).
Information ratio: 0.10 (top quartile).

HDFC Small Cap Fund

Top quartile AUM (₹36,294 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 30.26% (top quartile).
3Y return: 22.84% (top quartile).
1Y return: 1.17% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.33 (top quartile).
Information ratio: 0.00 (upper mid).

Franklin India Smaller Companies Fund

Lower mid AUM (₹13,302 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 29.09% (upper mid).
3Y return: 22.14% (upper mid).
1Y return: -7.29% (lower mid).
Alpha: -5.08 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: 0.02 (top quartile).

IDBI Small Cap Fund

Bottom quartile AUM (₹604 Cr).
Established history (8+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 27.64% (upper mid).
3Y return: 17.73% (lower mid).
1Y return: -9.83% (bottom quartile).
Alpha: -4.61 (bottom quartile).
Sharpe: -0.70 (bottom quartile).
Information ratio: -0.82 (bottom quartile).

ICICI Prudential Smallcap Fund

Lower mid AUM (₹8,441 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 27.42% (upper mid).
3Y return: 17.66% (bottom quartile).
1Y return: -3.71% (upper mid).
Alpha: 0.15 (top quartile).
Sharpe: -0.49 (upper mid).
Information ratio: -0.58 (bottom quartile).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,282 Cr).
Oldest track record among peers (20 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 27.33% (lower mid).
3Y return: 20.65% (upper mid).
1Y return: -2.00% (top quartile).
Alpha: 0.97 (top quartile).
Sharpe: -0.47 (upper mid).
Information ratio: -0.47 (lower mid).

DSP Small Cap Fund

Upper mid AUM (₹16,628 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 26.45% (lower mid).
3Y return: 19.31% (upper mid).
1Y return: -4.76% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.30 (top quartile).
Information ratio: 0.00 (upper mid).

Kotak Small Cap Fund

Upper mid AUM (₹17,508 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 26.37% (bottom quartile).
3Y return: 16.40% (bottom quartile).
1Y return: -9.06% (bottom quartile).
Alpha: -1.53 (lower mid).
Sharpe: -0.59 (lower mid).
Information ratio: -0.92 (bottom quartile).

SBI Small Cap Fund

Upper mid AUM (₹35,245 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 24.16% (bottom quartile).
3Y return: 14.25% (bottom quartile).
1Y return: -7.81% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.72 (bottom quartile).
Information ratio: 0.00 (upper mid).

Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹4,824 Cr).
Established history (18+ yrs).
Rating: 5★ (top quartile).
Risk profile: Moderately High.
5Y return: 23.15% (bottom quartile).
3Y return: 17.88% (lower mid).
1Y return: -6.37% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.56 (upper mid).
Information ratio: 0.00 (lower mid).

*മുകളിൽ മികച്ച ചെറിയ തൊപ്പിയുടെ ലിസ്റ്റ്മ്യൂച്വൽ ഫണ്ടുകൾ മുകളിൽ അറ്റ ആസ്തി/എയുഎം ഉള്ളത്100 കോടി & അടുക്കി5 വർഷംസിഎജിആർ മടങ്ങുന്നു.

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.

Research Highlights for Nippon India Small Cap Fund

Highest AUM (₹64,821 Cr).
Established history (15+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 32.74% (top quartile).
3Y return: 22.81% (top quartile).
1Y return: -6.09% (upper mid).
Alpha: -2.55 (bottom quartile).
Sharpe: -0.65 (lower mid).
Information ratio: 0.10 (top quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Multi Commodity Exchange of India Ltd (~2.1%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (20 Oct 25)	₹169.952 ↑ 0.52 (0.31 %)
Net Assets (Cr)	₹64,821 on 31 Aug 25
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	-0.65
Information Ratio	0.1
Alpha Ratio	-2.55
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹19,239
30 Sep 22	₹21,488
30 Sep 23	₹29,092
30 Sep 24	₹43,200
30 Sep 25	₹39,323

Nippon India Small Cap Fund SIP 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 20 Oct 25

Duration	Returns
1 Month	-1.5%
3 Month	-2.4%
6 Month	10.4%
1 Year	-6.1%
3 Year	22.8%
5 Year	32.7%
10 Year
15 Year
Since launch	20.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	26.1%
2023	48.9%
2022	6.5%
2021	74.3%
2020	29.2%
2019	-2.5%
2018	-16.7%
2017	63%
2016	5.6%
2015	15.1%

Fund Manager information for Nippon India Small Cap Fund

Name	Since	Tenure
Samir Rachh	2 Jan 17	8.67 Yr.
Kinjal Desai	25 May 18	7.28 Yr.

Data below for Nippon India Small Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	21.51%
Consumer Cyclical	14.83%
Financial Services	14.64%
Basic Materials	13.07%
Consumer Defensive	9.19%
Health Care	8.74%
Technology	7.19%
Utility	2.36%
Energy	1.51%
Communication Services	1.45%
Real Estate	0.55%

Asset Allocation

Asset Class	Value
Cash	4.96%
Equity	95.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	2%	₹1,368 Cr	1,851,010
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,266 Cr	13,300,000
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Oct 12 \| KIRLOSBROS	1%	₹868 Cr	4,472,130
Paradeep Phosphates Ltd (Basic Materials) Equity, Since 31 May 22 \| 543530	1%	₹828 Cr	38,089,109 ↓ -2,273,393
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| KARURVYSYA	1%	₹816 Cr	38,140,874
eClerx Services Ltd (Technology) Equity, Since 31 Jul 20 \| ECLERX	1%	₹744 Cr	1,762,330
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Apr 18 \| TIINDIA	1%	₹740 Cr	2,499,222
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹730 Cr	9,100,000
ELANTAS Beck India Ltd (Basic Materials) Equity, Since 28 Feb 13 \| 500123	1%	₹720 Cr	651,246
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	1%	₹695 Cr	899,271

2. HDFC Small Cap Fund

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

Research Highlights for HDFC Small Cap Fund

Top quartile AUM (₹36,294 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 30.26% (top quartile).
3Y return: 22.84% (top quartile).
1Y return: 1.17% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.33 (top quartile).
Information ratio: 0.00 (upper mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~90%).
Largest holding Firstsource Solutions Ltd (~5.3%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund Growth
Launch Date	3 Apr 08
NAV (20 Oct 25)	₹142.464 ↑ 1.20 (0.85 %)
Net Assets (Cr)	₹36,294 on 31 Aug 25
Category	Equity - Small Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	-0.33
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹19,232
30 Sep 22	₹19,913
30 Sep 23	₹27,468
30 Sep 24	₹37,138
30 Sep 25	₹36,557

HDFC Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 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 Oct 25

Duration	Returns
1 Month	-2.2%
3 Month	-1%
6 Month	16.1%
1 Year	1.2%
3 Year	22.8%
5 Year	30.3%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	20.4%
2023	44.8%
2022	4.6%
2021	64.9%
2020	20.2%
2019	-9.5%
2018	-8.1%
2017	60.8%
2016	5.4%
2015	6.4%

Fund Manager information for HDFC Small Cap Fund

Name	Since	Tenure
Chirag Setalvad	28 Jun 14	11.19 Yr.
Dhruv Muchhal	22 Jun 23	2.2 Yr.

Data below for HDFC Small Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	22.28%
Consumer Cyclical	18.62%
Technology	13.47%
Health Care	12.52%
Financial Services	10.72%
Basic Materials	7.57%
Consumer Defensive	2.29%
Communication Services	1.87%
Utility	0.31%

Asset Allocation

Asset Class	Value
Cash	10.36%
Equity	89.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Firstsource Solutions Ltd (Technology) Equity, Since 31 Mar 18 \| FSL	5%	₹1,917 Cr	54,611,834 ↑ 158,714
eClerx Services Ltd (Technology) Equity, Since 31 Mar 18 \| ECLERX	4%	₹1,591 Cr	3,769,083 ↓ -210
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Jun 19 \| ASTERDM	4%	₹1,450 Cr	24,127,134
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| GABRIEL	3%	₹1,261 Cr	10,940,190 ↓ -566,582
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	3%	₹1,094 Cr	6,077,924 ↑ 42,042
Bank of Baroda (Financial Services) Equity, Since 31 Mar 19 \| BANKBARODA	3%	₹1,090 Cr	46,828,792
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 23 \| FORTIS	3%	₹918 Cr	10,073,132
Sudarshan Chemical Industries Ltd (Basic Materials) Equity, Since 29 Feb 24 \| SUDARSCHEM	2%	₹863 Cr	5,767,180 ↑ 32,905
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Jul 23 \| 543308	2%	₹805 Cr	11,127,166
Power Mech Projects Ltd (Industrials) Equity, Since 31 Aug 15 \| POWERMECH	2%	₹719 Cr	2,392,936

3. Franklin India Smaller Companies Fund

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

Lower mid AUM (₹13,302 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 29.09% (upper mid).
3Y return: 22.14% (upper mid).
1Y return: -7.29% (lower mid).
Alpha: -5.08 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: 0.02 (top quartile).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~3.0%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (20 Oct 25)	₹169.856 ↑ 1.41 (0.84 %)
Net Assets (Cr)	₹13,302 on 31 Aug 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.76
Information Ratio	0.02
Alpha Ratio	-5.08
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹18,672
30 Sep 22	₹19,497
30 Sep 23	₹26,577
30 Sep 24	₹39,144
30 Sep 25	₹34,632

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 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 Oct 25

Duration	Returns
1 Month	-1.4%
3 Month	-4.5%
6 Month	8.2%
1 Year	-7.3%
3 Year	22.1%
5 Year	29.1%
10 Year
15 Year
Since launch	15.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.2%
2023	52.1%
2022	3.6%
2021	56.4%
2020	18.7%
2019	-5%
2018	-17.4%
2017	43.5%
2016	10.2%
2015	9.6%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.59 Yr.
Sandeep Manam	18 Oct 21	3.87 Yr.
Akhil Kalluri	8 Sep 22	2.98 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	19.51%
Industrials	16.86%
Financial Services	16.14%
Health Care	12%
Basic Materials	9.89%
Technology	7.24%
Real Estate	4.31%
Consumer Defensive	4.02%
Utility	2.97%
Energy	0.97%

Asset Allocation

Asset Class	Value
Cash	5.93%
Equity	93.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	3%	₹404 Cr	6,729,408 ↓ -600,000
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| BRIGADE	3%	₹357 Cr	3,868,691
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	3%	₹336 Cr	1,866,828
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹303 Cr	4,023,411 ↑ 107,296
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹284 Cr	3,260,279
Lemon Tree Hotels Ltd (Consumer Cyclical) Equity, Since 31 Aug 19 \| LEMONTREE	2%	₹250 Cr	15,093,487 ↓ -394,587
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹250 Cr	4,963,469
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 14 \| JBCHEPHARM	2%	₹250 Cr	1,448,723
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 16 \| DEEPAKNTR	2%	₹248 Cr	1,387,967
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹247 Cr	3,220,340

4. 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.

Research Highlights for IDBI Small Cap Fund

Bottom quartile AUM (₹604 Cr).
Established history (8+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 27.64% (upper mid).
3Y return: 17.73% (lower mid).
1Y return: -9.83% (bottom quartile).
Alpha: -4.61 (bottom quartile).
Sharpe: -0.70 (bottom quartile).
Information ratio: -0.82 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Apollo Micro Systems Ltd Ordinary Shares (~3.4%).

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund Growth
Launch Date	21 Jun 17
NAV (20 Oct 25)	₹30.4188 ↑ 0.10 (0.32 %)
Net Assets (Cr)	₹604 on 31 Aug 25
Category	Equity - Small Cap
AMC	IDBI Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.3
Sharpe Ratio	-0.7
Information Ratio	-0.82
Alpha Ratio	-4.61
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹18,099
30 Sep 22	₹20,385
30 Sep 23	₹24,177
30 Sep 24	₹37,333
30 Sep 25	₹33,001

IDBI Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 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 20 Oct 25

Duration	Returns
1 Month	-3.4%
3 Month	-2.9%
6 Month	7%
1 Year	-9.8%
3 Year	17.7%
5 Year	27.6%
10 Year
15 Year
Since launch	14.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	40%
2023	33.4%
2022	2.4%
2021	64.7%
2020	19%
2019	-4.4%
2018	-15%
2017
2016
2015

Fund Manager information for IDBI Small Cap Fund

Name	Since	Tenure
Nikhil Rungta	1 Jul 24	1.17 Yr.
Mahesh Bendre	1 Jul 24	1.17 Yr.

Data below for IDBI Small Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	32.4%
Basic Materials	13.71%
Consumer Cyclical	12.58%
Consumer Defensive	7.42%
Financial Services	6.62%
Technology	6.3%
Utility	5.99%
Health Care	5.53%
Communication Services	1.75%

Asset Allocation

Asset Class	Value
Cash	7.72%
Equity	92.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Apollo Micro Systems Ltd Ordinary Shares (Industrials) Equity, Since 30 Jun 25 \| 540879	3%	₹21 Cr	877,192
Allied Blenders and Distillers Ltd (Consumer Defensive) Equity, Since 31 Jul 24 \| ABDL	3%	₹16 Cr	326,140
Manorama Industries Ltd (Consumer Defensive) Equity, Since 31 Dec 24 \| 541974	2%	₹15 Cr	109,106
Concord Enviro Systems Ltd (Utilities) Equity, Since 31 Dec 24 \| CEWATER	2%	₹15 Cr	270,441
JTL Industries Ltd (Basic Materials) Equity, Since 31 Jul 24 \| 534600	2%	₹14 Cr	1,958,225 ↓ -165,804
Housing & Urban Development Corp Ltd (Financial Services) Equity, Since 31 Oct 24 \| HUDCO	2%	₹14 Cr	668,754
Syrma SGS Technology Ltd (Technology) Equity, Since 31 May 25 \| SYRMA	2%	₹14 Cr	180,780
Arvind Fashions Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| ARVINDFASN	2%	₹13 Cr	259,739
Navkar Corp Ltd (Industrials) Equity, Since 31 Jul 24 \| NAVKARCORP	2%	₹13 Cr	1,130,075
Exide Industries Ltd (Consumer Cyclical) Equity, Since 31 Dec 24 \| EXIDEIND	2%	₹13 Cr	321,398

5. 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.

Research Highlights for ICICI Prudential Smallcap Fund

Lower mid AUM (₹8,441 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 27.42% (upper mid).
3Y return: 17.66% (bottom quartile).
1Y return: -3.71% (upper mid).
Alpha: 0.15 (top quartile).
Sharpe: -0.49 (upper mid).
Information ratio: -0.58 (bottom quartile).
Top sector: Industrials.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~85%).
High-quality debt (AAA/AA ~100%).
Largest holding Larsen & Toubro Ltd (~3.2%).

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund Growth
Launch Date	18 Oct 07
NAV (20 Oct 25)	₹87.61 ↑ 0.25 (0.29 %)
Net Assets (Cr)	₹8,441 on 31 Aug 25
Category	Equity - Small Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	-0.49
Information Ratio	-0.58
Alpha Ratio	0.15
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹19,271
30 Sep 22	₹20,748
30 Sep 23	₹26,096
30 Sep 24	₹35,725
30 Sep 25	₹33,399

ICICI Prudential Smallcap Fund SIP 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 20 Oct 25

Duration	Returns
1 Month	-2.5%
3 Month	-2.2%
6 Month	11.3%
1 Year	-3.7%
3 Year	17.7%
5 Year	27.4%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.6%
2023	37.9%
2022	5.7%
2021	61%
2020	22.8%
2019	10%
2018	-22.4%
2017	42.7%
2016	6%
2015	0.5%

Fund Manager information for ICICI Prudential Smallcap Fund

Name	Since	Tenure
Anish Tawakley	18 Sep 23	1.96 Yr.
Sharmila D’mello	30 Jun 22	3.17 Yr.
Aatur Shah	21 Apr 25	0.36 Yr.

Data below for ICICI Prudential Smallcap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	25.84%
Basic Materials	23.73%
Consumer Cyclical	13.81%
Health Care	7.45%
Financial Services	5.47%
Consumer Defensive	2.83%
Utility	2.42%
Real Estate	1.49%
Technology	1.11%
Energy	1.03%
Communication Services	0.31%

Asset Allocation

Asset Class	Value
Cash	14.52%
Equity	85.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 23 \| LT	3%	₹270 Cr	748,968
Hero MotoCorp Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| HEROMOTOCO	3%	₹244 Cr	480,000
Procter & Gamble Health Ltd (Healthcare) Equity, Since 29 Feb 24 \| PGHL	3%	₹234 Cr	367,538 ↓ -27,058
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Sep 23 \| ULTRACEMCO	3%	₹226 Cr	179,056 ↓ -44,306
Atul Ltd (Basic Materials) Equity, Since 31 Oct 23 \| ATUL	2%	₹210 Cr	335,117 ↑ 35,117
Tata Chemicals Ltd (Basic Materials) Equity, Since 31 Aug 24 \| TATACHEM	2%	₹209 Cr	2,275,000 ↑ 25,000
Gujarat Pipavav Port Ltd (Industrials) Equity, Since 31 Mar 18 \| GPPL	2%	₹197 Cr	13,200,000
Jamna Auto Industries Ltd (Consumer Cyclical) Equity, Since 30 Sep 24 \| JAMNAAUTO	2%	₹192 Cr	18,511,151
Gillette India Ltd (Consumer Defensive) Equity, Since 31 Dec 23 \| GILLETTE	2%	₹186 Cr	184,649
TVS Holdings Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| TVSHLTD	2%	₹186 Cr	157,000

6. 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.

Research Highlights for Sundaram Small Cap Fund

Bottom quartile AUM (₹3,282 Cr).
Oldest track record among peers (20 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 27.33% (lower mid).
3Y return: 20.65% (upper mid).
1Y return: -2.00% (top quartile).
Alpha: 0.97 (top quartile).
Sharpe: -0.47 (upper mid).
Information ratio: -0.47 (lower mid).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~3.5%).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund Growth
Launch Date	15 Feb 05
NAV (20 Oct 25)	₹263.788 ↑ 1.78 (0.68 %)
Net Assets (Cr)	₹3,282 on 31 Aug 25
Category	Equity - Small Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.94
Sharpe Ratio	-0.47
Information Ratio	-0.47
Alpha Ratio	0.97
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹18,888
30 Sep 22	₹19,210
30 Sep 23	₹24,952
30 Sep 24	₹35,108
30 Sep 25	₹32,971

Sundaram Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 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 20 Oct 25

Duration	Returns
1 Month	-0.3%
3 Month	-1%
6 Month	13.6%
1 Year	-2%
3 Year	20.7%
5 Year	27.3%
10 Year
15 Year
Since launch	17.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.1%
2023	45.3%
2022	-2.1%
2021	60.3%
2020	26.2%
2019	-6.1%
2018	-29.2%
2017	55.6%
2016	-0.1%
2015	7.8%

Fund Manager information for Sundaram Small Cap Fund

Name	Since	Tenure
Rohit Seksaria	1 Nov 22	2.83 Yr.

Data below for Sundaram Small Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.48%
Industrials	19.02%
Financial Services	17.74%
Health Care	12.28%
Basic Materials	8.03%
Communication Services	5.4%
Technology	4.17%
Consumer Defensive	3.12%
Real Estate	2.41%
Utility	1.09%

Asset Allocation

Asset Class	Value
Cash	5.17%
Equity	94.73%
Debt	0.1%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	3%	₹114 Cr	1,898,655
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jul 24 \| EIDPARRY	3%	₹101 Cr	899,463
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	3%	₹101 Cr	530,036
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	3%	₹97 Cr	140,821
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 21 \| 523025	3%	₹93 Cr	431,921 ↑ 21,112
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543387	3%	₹84 Cr	648,946
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	2%	₹75 Cr	991,559
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| 543417	2%	₹72 Cr	1,407,678 ↑ 174,724
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 May 24 \| UJJIVANSFB	2%	₹71 Cr	16,665,062
Cholamandalam Financial Holdings Ltd (Financial Services) Equity, Since 31 Jan 20 \| CHOLAHLDNG	2%	₹68 Cr	395,668

7. DSP 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

Research Highlights for DSP Small Cap Fund

Upper mid AUM (₹16,628 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 26.45% (lower mid).
3Y return: 19.31% (upper mid).
1Y return: -4.76% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.30 (top quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~91%).
Largest holding Lumax Auto Technologies Ltd (~4.4%).

Below is the key information for DSP Small Cap Fund

DSP Small Cap Fund Growth
Launch Date	14 Jun 07
NAV (20 Oct 25)	₹193.36 ↑ 0.71 (0.37 %)
Net Assets (Cr)	₹16,628 on 31 Aug 25
Category	Equity - Small Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.3
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹17,627
30 Sep 22	₹18,792
30 Sep 23	₹24,094
30 Sep 24	₹33,947
30 Sep 25	₹32,008

DSP Small Cap Fund SIP 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 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 Oct 25

Duration	Returns
1 Month	-3.3%
3 Month	-5.3%
6 Month	12.2%
1 Year	-4.8%
3 Year	19.3%
5 Year	26.5%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	25.6%
2023	41.2%
2022	0.5%
2021	58.9%
2020	33.1%
2019	0.7%
2018	-25.5%
2017	42.8%
2016	12.7%
2015	20.4%

Fund Manager information for DSP Small Cap Fund

Name	Since	Tenure
Vinit Sambre	21 Jun 10	15.21 Yr.

Data below for DSP Small Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	31.05%
Basic Materials	17.43%
Industrials	15.29%
Health Care	8.68%
Consumer Defensive	7.55%
Financial Services	6.29%
Technology	3.38%
Communication Services	0.75%
Utility	0.13%

Asset Allocation

Asset Class	Value
Cash	9.44%
Equity	90.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Lumax Auto Technologies Ltd (Consumer Cyclical) Equity, Since 30 Jun 18 \| LUMAXTECH	4%	₹728 Cr	6,196,634 ↑ 46,634
Dodla Dairy Ltd (Consumer Defensive) Equity, Since 30 Jun 21 \| 543306	3%	₹511 Cr	3,750,000
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials) Equity, Since 31 Dec 22 \| JUBLINGREA	3%	₹508 Cr	7,000,000
eClerx Services Ltd (Technology) Equity, Since 28 Feb 18 \| ECLERX	3%	₹467 Cr	1,105,918 ↓ -194,082
Welspun Corp Ltd (Basic Materials) Equity, Since 31 Mar 21 \| WELCORP	3%	₹463 Cr	5,500,000
LT Foods Ltd (Consumer Defensive) Equity, Since 31 Dec 17 \| LTFOODS	3%	₹421 Cr	10,000,000
Thangamayil Jewellery Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| THANGAMAYL	2%	₹378 Cr	1,677,908 ↑ 1,216
Techno Electric & Engineering Co Ltd (Industrials) Equity, Since 31 Jan 19 \| TECHNOE	2%	₹378 Cr	2,500,000
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Mar 23 \| KIRLOSENG	2%	₹359 Cr	4,000,000
Cyient Ltd (Industrials) Equity, Since 30 Sep 21 \| CYIENT	2%	₹350 Cr	3,000,000

8. 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.

Research Highlights for Kotak Small Cap Fund

Upper mid AUM (₹17,508 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 26.37% (bottom quartile).
3Y return: 16.40% (bottom quartile).
1Y return: -9.06% (bottom quartile).
Alpha: -1.53 (lower mid).
Sharpe: -0.59 (lower mid).
Information ratio: -0.92 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~4.0%).

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund Growth
Launch Date	24 Feb 05
NAV (20 Oct 25)	₹259.352 ↑ 0.28 (0.11 %)
Net Assets (Cr)	₹17,508 on 31 Aug 25
Category	Equity - Small Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.66
Sharpe Ratio	-0.59
Information Ratio	-0.92
Alpha Ratio	-1.53
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹20,067
30 Sep 22	₹20,771
30 Sep 23	₹24,938
30 Sep 24	₹36,235
30 Sep 25	₹31,871

Kotak Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 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 20 Oct 25

Duration	Returns
1 Month	-2.3%
3 Month	-3.8%
6 Month	8.9%
1 Year	-9.1%
3 Year	16.4%
5 Year	26.4%
10 Year
15 Year
Since launch	17.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	25.5%
2023	34.8%
2022	-3.1%
2021	70.9%
2020	34.2%
2019	5%
2018	-17.3%
2017	44%
2016	8.9%
2015	7.4%

Fund Manager information for Kotak Small Cap Fund

Name	Since	Tenure
Harish Bihani	20 Oct 23	1.87 Yr.

Data below for Kotak Small Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	27.22%
Health Care	24%
Consumer Cyclical	21.01%
Basic Materials	11.16%
Financial Services	5.46%
Real Estate	3.95%
Consumer Defensive	2.94%
Communication Services	2.04%
Technology	1.53%

Asset Allocation

Asset Class	Value
Cash	0.69%
Equity	99.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 24 \| ASTERDM	4%	₹707 Cr	11,757,234
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Dec 23 \| 543308	3%	₹612 Cr	8,454,118
Techno Electric & Engineering Co Ltd (Industrials) Equity, Since 31 Dec 18 \| TECHNOE	3%	₹558 Cr	3,691,305
Vijaya Diagnostic Centre Ltd (Healthcare) Equity, Since 31 Mar 24 \| 543350	3%	₹546 Cr	5,422,106 ↑ 192,989
Century Plyboards (India) Ltd (Basic Materials) Equity, Since 31 Oct 18 \| CENTURYPLY	3%	₹495 Cr	6,626,898
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 Jan 23 \| KPIL	2%	₹434 Cr	3,472,133 ↑ 150,000
Cyient Ltd (Industrials) Equity, Since 31 Dec 19 \| CYIENT	2%	₹418 Cr	3,574,852
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 30 Jun 25 \| VMM	2%	₹394 Cr	26,392,840
Brigade Enterprises Ltd (Real Estate) Equity, Since 31 Aug 24 \| BRIGADE	2%	₹380 Cr	4,112,297
Garware Technical Fibres Ltd (Consumer Cyclical) Equity, Since 30 Jun 21 \| GARFIBRES	2%	₹366 Cr	4,778,806

9. 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

Research Highlights for SBI Small Cap Fund

Upper mid AUM (₹35,245 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 24.16% (bottom quartile).
3Y return: 14.25% (bottom quartile).
1Y return: -7.81% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.72 (bottom quartile).
Information ratio: 0.00 (upper mid).
Top sector: Industrials.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~84%).
High-quality debt (AAA/AA ~100%).
Largest holding E I D Parry India Ltd (~3.0%).

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund Growth
Launch Date	9 Sep 09
NAV (20 Oct 25)	₹172.242 ↑ 0.35 (0.21 %)
Net Assets (Cr)	₹35,245 on 31 Aug 25
Category	Equity - Small Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	-0.72
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹17,087
30 Sep 22	₹19,456
30 Sep 23	₹22,973
30 Sep 24	₹32,174
30 Sep 25	₹28,920

SBI Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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 Oct 25

Duration	Returns
1 Month	-1.9%
3 Month	-3.4%
6 Month	7.2%
1 Year	-7.8%
3 Year	14.2%
5 Year	24.2%
10 Year
15 Year
Since launch	19.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	24.1%
2023	25.3%
2022	8.1%
2021	47.6%
2020	33.6%
2019	6.1%
2018	-19.6%
2017	78.7%
2016	1.3%
2015	20.6%

Fund Manager information for SBI Small Cap Fund

Name	Since	Tenure
R. Srinivasan	16 Nov 13	11.8 Yr.

Data below for SBI Small Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	26.19%
Consumer Cyclical	20.11%
Basic Materials	13.55%
Financial Services	13.08%
Consumer Defensive	4.22%
Health Care	2.53%
Communication Services	1.51%
Real Estate	1.16%
Technology	1.12%
Utility	0.24%

Asset Allocation

Asset Class	Value
Cash	13.81%
Equity	83.71%
Debt	2.49%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jan 24 \| EIDPARRY	3%	₹1,050 Cr	9,324,049
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 May 20 \| KPIL	3%	₹987 Cr	7,900,000
Chalet Hotels Ltd (Consumer Cyclical) Equity, Since 31 Jan 19 \| CHALET	3%	₹982 Cr	9,716,991
SBFC Finance Ltd (Financial Services) Equity, Since 31 Aug 23 \| SBFC	3%	₹943 Cr	89,318,180
Ather Energy Ltd (Consumer Cyclical) Equity, Since 30 Apr 25 \| ATHERENERG	3%	₹905 Cr	20,096,960
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 30 Jun 23 \| 543308	3%	₹892 Cr	12,323,990
182 Day T-Bill 27.02.26 Sovereign Bonds \| -	2%	₹876 Cr	90,000,000 ↑ 90,000,000
Kajaria Ceramics Ltd (Industrials) Equity, Since 30 Apr 25 \| KAJARIACER	2%	₹847 Cr	7,000,000 ↑ 92,098
City Union Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| CUB	2%	₹817 Cr	41,665,000
DOMS Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| DOMS	2%	₹802 Cr	3,300,000

10. 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.

Research Highlights for Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹4,824 Cr).
Established history (18+ yrs).
Rating: 5★ (top quartile).
Risk profile: Moderately High.
5Y return: 23.15% (bottom quartile).
3Y return: 17.88% (lower mid).
1Y return: -6.37% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.56 (upper mid).
Information ratio: 0.00 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Navin Fluorine International Ltd (~2.5%).

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 Oct 25)	₹86.5087 ↑ 0.71 (0.82 %)
Net Assets (Cr)	₹4,824 on 31 Aug 25
Category	Equity - Small Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	-0.56
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹18,184
30 Sep 22	₹17,252
30 Sep 23	₹22,042
30 Sep 24	₹30,832
30 Sep 25	₹27,518

Aditya Birla Sun Life Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 Oct 25

Duration	Returns
1 Month	-0.3%
3 Month	-2.5%
6 Month	11.9%
1 Year	-6.4%
3 Year	17.9%
5 Year	23.1%
10 Year
15 Year
Since launch	12.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	21.5%
2023	39.4%
2022	-6.5%
2021	51.4%
2020	19.8%
2019	-11.5%
2018	-22.6%
2017	56.7%
2016	9.7%
2015	13.4%

Fund Manager information for Aditya Birla Sun Life Small Cap Fund

Name	Since	Tenure
Abhinav Khandelwal	31 Oct 24	0.84 Yr.
Dhaval Joshi	21 Nov 22	2.78 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	18.89%
Consumer Cyclical	17.36%
Financial Services	17.22%
Health Care	14.13%
Basic Materials	12.45%
Consumer Defensive	7.92%
Real Estate	4.49%
Technology	2.22%
Utility	1.39%

Asset Allocation

Asset Class	Value
Cash	3.94%
Equity	96.06%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jul 20 \| NAVINFLUOR	3%	₹122 Cr	260,056
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 18 \| JKCEMENT	2%	₹111 Cr	160,054
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Dec 24 \| MCX	2%	₹108 Cr	146,200 ↑ 10,000
Tega Industries Ltd (Industrials) Equity, Since 31 Dec 21 \| 543413	2%	₹103 Cr	560,000
Fortis Healthcare Ltd (Healthcare) Equity, Since 28 Feb 21 \| FORTIS	2%	₹101 Cr	1,109,322
Sai Life Sciences Ltd (Healthcare) Equity, Since 30 Jun 25 \| SAILIFE	2%	₹101 Cr	1,225,785 ↑ 706,395
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Dec 23 \| 543308	2%	₹99 Cr	1,367,624 ↓ -28,200
TD Power Systems Ltd (Industrials) Equity, Since 30 Jun 23 \| TDPOWERSYS	2%	₹95 Cr	1,890,924
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 31 May 20 \| CCL	2%	₹94 Cr	1,078,825 ↑ 39,825
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| 543387	2%	₹90 Cr	696,878

എന്തുകൊണ്ടാണ് നിങ്ങൾ സ്മോൾ ക്യാപ് ഫണ്ടുകളിൽ നിക്ഷേപിക്കേണ്ടത്?

ചിലനിക്ഷേപത്തിന്റെ നേട്ടങ്ങൾ ഒരു ചെറിയ ക്യാപ് ഫണ്ടിൽ ഇവയാണ്:

ചെറിയ തൊപ്പികൾ വലിയ തൊപ്പികളേക്കാൾ കൂടുതൽ വഴക്കമുള്ളവയാണ്. ചെറിയ കമ്പനികൾക്ക് വലിയ കമ്പനികളേക്കാൾ വേഗത്തിൽ മാറ്റങ്ങൾ പൊരുത്തപ്പെടുത്താൻ കഴിയും, അതിനാൽ അവർക്ക് സ്ഫോടനാത്മകമായ വളർച്ച കാണിക്കാൻ കഴിയും
ചില സമയങ്ങളിൽ,സ്മോൾ ക്യാപ് ഫണ്ടുകൾ എന്നതിനേക്കാൾ മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കാൻ പ്രവണത കാണിക്കുന്നുവലിയ ക്യാപ് ഫണ്ടുകൾ, എന്നാൽ അവയുടെ അസ്ഥിരത വളരെ കൂടുതലായിരിക്കും
വികസനത്തിന്റെ പ്രാരംഭ ഘട്ടത്തിലുള്ള കമ്പനികളാണിവ എന്നതിനാൽ, അവയ്ക്ക് അതിവേഗം വളരാൻ കഴിയും
സ്‌മോൾ ക്യാപ് സ്റ്റോക്കുകൾക്ക് മിഡ് ക്യാപ്, ലാർജ് ക്യാപ് സ്റ്റോക്കുകളേക്കാൾ വില കുറവാണ്
ഉയർന്ന റിസ്കിനൊപ്പം ഉയർന്ന വരുമാനം നേടാനുള്ള സാധ്യതയും വരുന്നു

സ്മോൾ ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകളിൽ ആർ നിക്ഷേപിക്കണം

സ്മോൾ ക്യാപ് ഫണ്ടുകൾ സ്മോൾ ക്യാപ് സ്റ്റോക്കുകളിലും സ്റ്റാർട്ടപ്പുകൾ പോലുള്ള ചെറുകിട കമ്പനികളിലും നിക്ഷേപിക്കുന്നതിനാൽ, ഭാവിയിലെ വളർച്ചയ്ക്ക് അവയ്ക്ക് വലിയ സാധ്യതയുണ്ട്. പക്ഷേ, ചെറിയ തൊപ്പികളുടെ വരുമാനം ഉയർന്ന ചാഞ്ചാട്ടത്തിന് വിധേയമാകുന്നു എന്നതാണ് വസ്തുത. അങ്ങനെ, സ്മോൾ ക്യാപ് സ്റ്റോക്കുകളിൽ ചിലത് നിങ്ങളുടെ സമ്പത്ത് നശിപ്പിക്കും. എന്നിരുന്നാലും, മറുവശത്ത്, സ്മോൾ ക്യാപ്സിന് ഭാവിയിൽ നിങ്ങളുടെ നിക്ഷേപം ഇരട്ടിയാക്കാനും കഴിയും.

കമ്പനികളുടെ സ്വഭാവം കാരണം, വളർന്നുവരുന്ന വിപണിയിൽ ചെറിയ ക്യാപ്‌സിന് മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കാൻ കഴിയുംമോശം പ്രകടനം ഒരു തകർച്ച സമയത്ത്. അതിനാൽ, നിക്ഷേപത്തിൽ ഉയർന്ന തോതിലുള്ള റിസ്ക് വഹിക്കാൻ കഴിയുന്ന നിക്ഷേപകർ മാത്രം പരിഗണിക്കുകനിക്ഷേപിക്കുന്നു സ്മോൾ ക്യാപ് ഫണ്ടുകളിൽ. മോശം വിപണി ഘട്ടത്തിൽ നിങ്ങൾക്ക് തകർച്ച സഹിക്കാൻ കഴിയണം. അത്തരം ഉയർന്ന അപകടസാധ്യതയുള്ള ഫണ്ടുകളിൽ നിക്ഷേപിക്കാൻ നിങ്ങൾ പദ്ധതിയിടുകയാണെങ്കിൽ, നിങ്ങളുടെ നിക്ഷേപങ്ങൾ ദീർഘകാലത്തേക്ക് ആസൂത്രണം ചെയ്യാൻ നിർദ്ദേശിക്കുന്നു, അതായത്, ഏകദേശം അഞ്ച് വർഷത്തിൽ കൂടുതൽ. നിങ്ങൾ ഇക്വിറ്റി മാർക്കറ്റിൽ എത്രത്തോളം നിക്ഷേപിക്കുന്നുവോ, നല്ല ലാഭം നേടാനുള്ള സാധ്യത കൂടുതലാണ്.

സ്‌മോൾ ക്യാപ് ഫണ്ടുകളിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.

നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക

രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

തുടങ്ങി

മികച്ച സ്മോൾ ക്യാപ് ഇക്വിറ്റി ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നതിനുള്ള നുറുങ്ങുകൾ

സ്മോൾ ക്യാപ് ഫണ്ടുകളിൽ നിക്ഷേപിക്കാൻ പദ്ധതിയിടുമ്പോൾ, നിക്ഷേപത്തിലേക്ക് കടക്കുന്നതിന് മുമ്പ് നിങ്ങൾ കണക്കിലെടുക്കേണ്ട ചില പ്രധാന പാരാമീറ്ററുകൾ ഇതാ.

മുൻകാല പ്രകടനങ്ങൾ വിലയിരുത്തുക

നിങ്ങൾ ഒരു മ്യൂച്വൽ ഫണ്ട് സ്കീമിൽ നിക്ഷേപിക്കാൻ പദ്ധതിയിടുമ്പോഴെല്ലാം, ഫണ്ടിന്റെ മുൻകാല പ്രകടനങ്ങൾ നിങ്ങൾ നന്നായി വിലയിരുത്തണം. കഴിഞ്ഞ അഞ്ച് വർഷത്തെ റിട്ടേണുകൾ എടുത്ത് മറ്റ് നല്ല ഫണ്ടുകളുമായി താരതമ്യം ചെയ്യാൻ ശ്രമിക്കുക. എല്ലാ വിപണി സാഹചര്യങ്ങളിലും ഒരു ഫണ്ട് അതിന്റെ പ്രകടനങ്ങളിൽ സ്ഥിരത പുലർത്തണം. കൂടാതെ, ഫണ്ടിന് അതിന്റെ മാനദണ്ഡം മറികടക്കാൻ കഴിയുമോ ഇല്ലയോ എന്ന് പരിശോധിക്കുക.

പദ്ധതി ഗുണമേന്മയുള്ള ഫണ്ട് ഹൗസിന്റേതായിരിക്കണം

നിങ്ങൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന ഫണ്ട് ഹൗസിന്റെ ഗുണനിലവാരവും പ്രശസ്തിയും പരിശോധിക്കാൻ എപ്പോഴും നിർദ്ദേശിക്കപ്പെടുന്നു. ദീർഘകാല റെക്കോർഡുള്ള ഒരു ഫണ്ട് ഹൗസ്, മാനേജ്‌മെന്റിന് കീഴിലുള്ള വലിയ ആസ്തികൾ, സ്റ്റാർ ഫണ്ടുകൾ അല്ലെങ്കിൽ നല്ല പെർഫോമിംഗ് ഫണ്ട് മുതലായവ. നിക്ഷേപിക്കാൻ. സ്ഥിരമായ ട്രാക്ക് റെക്കോർഡ് ഉള്ള സാമ്പത്തിക വ്യവസായത്തിൽ ശക്തമായ സാന്നിധ്യമുള്ള ഫണ്ട് ഹൗസിന് മികച്ച മുൻഗണന നൽകണം.

ഫണ്ട് മാനേജരുടെ അനുഭവം പരിശോധിക്കുക

ഒരു മ്യൂച്വൽ ഫണ്ട് സ്കീമിന്റെ പ്രകടനത്തിന്റെ ക്രെഡിറ്റ് ഫണ്ട് മാനേജർക്കാണ്. ഫണ്ടിന്റെ പോർട്ട്‌ഫോളിയോയ്‌ക്കായി നിക്ഷേപ തീരുമാനങ്ങൾ എടുക്കുന്നതിന് ഒരു ഫണ്ട് മാനേജർ ഉത്തരവാദിയാണ്. അതിനാൽ, നിക്ഷേപകർ പ്രത്യേക ഫണ്ട് മാനേജർ കൈകാര്യം ചെയ്യുന്ന ഫണ്ടുകളുടെ പ്രകടനത്തിലൂടെ കടന്നുപോകണം, പ്രത്യേകിച്ച് കഠിനമായ വിപണി ഘട്ടങ്ങളിൽ. ഫണ്ട് മാനേജർ തന്റെ കരിയറിൽ സ്ഥിരത പുലർത്തുന്ന ഒരു ഫണ്ട് മാനേജരെ സമീപിക്കുന്നത് തിരഞ്ഞെടുക്കുന്നതാണ്.

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