+91-22-48913909सर्वोत्कृष्ट स्मॉल आणि मिडकॅप इक्विटी म्युच्युअल फंड 2022
मिड आणि स्मॉल कॅपम्युच्युअल फंड दीर्घकाळात चांगला नफा देण्याच्या क्षमतेमुळे ही एक सुप्रसिद्ध योजना आहे. या फंडांना दीर्घकालीन गुंतवणुकीच्या उद्दिष्टांसाठी सर्वोत्तम संपत्ती निर्माण साधनांपैकी एक मानले जाते. गुंतवणूकदार त्यांच्या विविध उद्दिष्टांची योजना करू शकतातनिवृत्ती नियोजन, मुलाचे उच्च शिक्षण किंवा घर/कार खरेदी इ. मिड आणिस्मॉल कॅप फंड म्युच्युअल फंडांचा एक प्रकार आहे जो मध्यम ते लहान आकाराच्या कंपन्यांच्या स्टॉकमध्ये गुंतवणूक करतो.
हे फंड सामान्यत: a सह फर्म्स म्हणून परिभाषित केले जातातबाजार INR 1000- 500 कोटींचे भांडवलीकरण (MC=कंपनी X बाजार भावाने जारी केलेल्या समभागांची संख्या). पारंपारिकपणे, मिड-कॅप्स या मध्यम आकाराच्या कंपन्या असतात, ज्या चांगल्या प्रकारे चालवल्या गेल्यास आणि चांगली व्यवसाय रणनीती असल्यास उद्याचे नेते किंवा लार्ज-कॅप्स बनतात. खरं तर,मिड-कॅप 2015 मध्ये कमी व्याजदर, कमी इनपुट खर्च आणि सुधारणेमुळे स्टॉक्सने लार्ज कॅप आणि स्मॉल कॅप अशा दोन्ही समभागांना मागे टाकले.भांडवल कपात बीएसई मिड-कॅप आणि बीएसई स्मॉल-कॅप निर्देशांक अनुक्रमे 7.43% आणि 6.76% वाढले, तर त्याच कालावधीत बीएसई सेन्सेक्स 5.03% घसरला.
जे गुंतवणूकदार मिड आणि स्मॉल कॅप फंडांमध्ये गुंतवणूक करण्यास उत्सुक आहेत, खाली 2500 कोटी पेक्षा जास्त AUM आकार असलेले शीर्ष कामगिरी करणारे फंड आहेत.
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2022 मध्ये गुंतवणूक करण्यासाठी टॉप 6 सर्वोत्कृष्ट लघु आणि मिडकॅप फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Small Cap Fund Growth ₹264.711
↑ 0.43 ₹3,282 4.9 20.1 -1.6 20.8 27.1 19.1 TATA Mid Cap Growth Fund Growth ₹439.32
↓ -0.38 ₹4,946 5 14.7 -2.6 20.7 24 22.7 Aditya Birla Sun Life Small Cap Fund Growth ₹86.7983
↑ 0.21 ₹4,824 3.1 17.5 -5 17.7 23 21.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 25 Research Highlights & Commentary of 3 Funds showcased
Commentary Sundaram Small Cap Fund TATA Mid Cap Growth Fund Aditya Birla Sun Life Small Cap Fund Point 1 Bottom quartile AUM (₹3,282 Cr). Highest AUM (₹4,946 Cr). Lower mid AUM (₹4,824 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 27.14% (upper mid). 5Y return: 24.04% (lower mid). 5Y return: 22.99% (bottom quartile). Point 6 3Y return: 20.77% (upper mid). 3Y return: 20.70% (lower mid). 3Y return: 17.66% (bottom quartile). Point 7 1Y return: -1.57% (upper mid). 1Y return: -2.58% (lower mid). 1Y return: -5.04% (bottom quartile). Point 8 Alpha: 0.97 (upper mid). Alpha: -3.10 (bottom quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.47 (upper mid). Sharpe: -0.66 (bottom quartile). Sharpe: -0.56 (lower mid). Point 10 Information ratio: -0.47 (lower mid). Information ratio: -0.56 (bottom quartile). Information ratio: 0.00 (upper mid). Sundaram Small Cap Fund
TATA Mid Cap Growth Fund
Aditya Birla Sun Life Small Cap Fund
मागील 3 वर्षाचा परतावा.
(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. Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Small & Midcap Fund) An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time. Research Highlights for Aditya Birla Sun Life Small Cap Fund Below is the key information for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on 1. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (19 Sep 25) ₹264.711 ↑ 0.43 (0.16 %) 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 31 Aug 20 ₹10,000 31 Aug 21 ₹18,459 31 Aug 22 ₹19,814 31 Aug 23 ₹25,026 31 Aug 24 ₹35,242 31 Aug 25 ₹33,391 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 25 Duration Returns 1 Month 3.6% 3 Month 4.9% 6 Month 20.1% 1 Year -1.6% 3 Year 20.8% 5 Year 27.1% 10 Year 15 Year Since launch 17.2% 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 20.38% Industrials 19.06% Financial Services 19.02% Health Care 11.84% Basic Materials 8.13% Communication Services 5.23% Technology 3.41% Consumer Defensive 3.24% Real Estate 2.66% Utility 1.15% Asset Allocation
Asset Class Value Cash 5.8% Equity 94.11% 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 | ASTERDM3% ₹115 Cr 1,898,655 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹111 Cr 899,463 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹104 Cr 530,036 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹98 Cr 991,559
↑ 85,170 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹95 Cr 140,821 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹86 Cr 410,809 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433872% ₹80 Cr 648,946 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹75 Cr 395,668 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹74 Cr 16,665,062 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN2% ₹70 Cr 1,184,520 2. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (19 Sep 25) ₹439.32 ↓ -0.38 (-0.09 %) Net Assets (Cr) ₹4,946 on 31 Aug 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.66 Information Ratio -0.56 Alpha Ratio -3.1 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹16,715 31 Aug 22 ₹17,573 31 Aug 23 ₹21,641 31 Aug 24 ₹31,745 31 Aug 25 ₹29,666 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 25 Duration Returns 1 Month 2% 3 Month 5% 6 Month 14.7% 1 Year -2.6% 3 Year 20.7% 5 Year 24% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.7% 2023 40.5% 2022 0.6% 2021 40% 2020 24.3% 2019 6.5% 2018 -13% 2017 49.8% 2016 -2.2% 2015 10.8% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 4.48 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 19.74% Financial Services 16.26% Health Care 14.69% Consumer Cyclical 13.37% Basic Materials 13.11% Technology 4.09% Real Estate 3.98% Communication Services 3.26% Consumer Defensive 2.39% Utility 2% Energy 1.51% Asset Allocation
Asset Class Value Cash 5.58% Equity 94.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹165 Cr 1,100,000
↓ -150,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹140 Cr 278,911
↑ 8,911 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004803% ₹131 Cr 369,694 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹126 Cr 1,700,000 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | UPL2% ₹120 Cr 1,700,000
↑ 200,000 Patanjali Foods Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | PATANJALI2% ₹119 Cr 635,200
↑ 235,200 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD2% ₹118 Cr 1,800,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002572% ₹116 Cr 600,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹116 Cr 600,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 5328142% ₹115 Cr 1,848,863
↑ 448,863 3. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (19 Sep 25) ₹86.7983 ↑ 0.21 (0.24 %) 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 31 Aug 20 ₹10,000 31 Aug 21 ₹18,059 31 Aug 22 ₹17,984 31 Aug 23 ₹22,820 31 Aug 24 ₹30,930 31 Aug 25 ₹28,349 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 19 Sep 25 Duration Returns 1 Month 1.6% 3 Month 3.1% 6 Month 17.5% 1 Year -5% 3 Year 17.7% 5 Year 23% 10 Year 15 Year Since launch 12.5% 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 18.85% Consumer Cyclical 17.51% Financial Services 17.5% Basic Materials 12.54% Health Care 12% Consumer Defensive 7.66% Real Estate 4.78% Technology 2.38% Utility 1.49% Asset Allocation
Asset Class Value Cash 5.3% Equity 94.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR3% ₹131 Cr 260,056
↑ 36,630 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434132% ₹107 Cr 560,000
↓ -52,219 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT2% ₹107 Cr 160,054
↓ -11,838 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹105 Cr 1,395,824 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX2% ₹105 Cr 136,200
↓ -35,000 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹96 Cr 1,890,924
↓ -33,355 Fortis Healthcare Ltd (Healthcare)
Equity, Since 28 Feb 21 | 5328432% ₹95 Cr 1,109,322 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING2% ₹94 Cr 956,130
↑ 50,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 28 Feb 25 | RAMCOCEM2% ₹91 Cr 770,321 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA2% ₹90 Cr 44,560
↓ -5,407
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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Research Highlights for Sundaram Small Cap Fund