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स्मॉल कॅप्स सामान्यत: a सह फर्म्स म्हणून परिभाषित केल्या जातातबाजार कॅपिटलायझेशन (MC=कंपनीने जारी केलेल्या शेअर्सची संख्या X बाजार किंमत प्रति शेअर) INR 500 कोटी पेक्षा कमी. स्मॉल कॅप कंपन्या या तरुण कंपन्या आहेत ज्यांच्याकडे दीर्घकाळ टिकून राहण्यासाठी मोठी क्षमता आहे. परंतु, मोठ्या आणि तुलनेत लहान कॅप्ससह अपयशाचा धोका जास्त असतोमिड-कॅप कंपन्या
शोधत आहेसर्वोत्तम स्मॉल कॅप म्युच्युअल फंड? बरं, स्मॉल-कॅप फंड हे दीर्घकालीन संपत्ती निर्मितीच्या सर्वोत्तम साधनांपैकी एक आहेतआर्थिक उद्दिष्टे. या आर्थिक उद्दिष्टांमध्ये मुलाच्या शिक्षणाचा समावेश असू शकतो,निवृत्ती नियोजन, इ.
तथापि, स्मॉल-कॅप फंड पोर्टफोलिओमध्ये विविधता आणण्यास मदत करतात आणि गुंतवणूकदार एकंदर पोर्टफोलिओमध्ये थोडेसे वाटप (5-10%) करू शकतात जे दीर्घ गुंतवणूक कालावधीत मागे टाकू शकतात.
स्मॉल कॅप म्युच्युअल फंड म्हणजे काय?
स्मॉल-कॅप्सची व्याख्या "पूर्ण बाजार भांडवलाच्या दृष्टीने 251 वी कंपनी" अशी केली जाते. नियमांनुसार, स्मॉल-कॅप फंडांच्या पोर्टफोलिओमध्ये त्याच्या एकूण मालमत्तेच्या किमान 65 टक्के स्मॉल-कॅप समभागांमध्ये असणे आवश्यक आहे. गुंतवणूकदार दीर्घकाळात त्यांचा परतावा जास्तीत जास्त मिळवू इच्छित आहेत आणि ज्यांना उच्च-जोखीम भूक, स्मॉल-कॅप फंडांमध्ये त्यांच्या गुंतवणुकीची योजना करू शकतात. स्मॉल-कॅप्सची अस्थिरता सहन करण्यास सक्षम असावे. हे फंड बुल मार्केटमध्ये सर्वाधिक वाढू शकतात आणि बेअर मार्केटमध्ये सर्वात जास्त घसरण देखील होऊ शकतात. इष्टतम परतावा मिळविण्यासाठी, अगुंतवणूकदार किमान तीन-पाच वर्षांपेक्षा जास्त गुंतवणूक करावी.
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स्मॉल-कॅप फंडांच्या मागील कामगिरीवर नजर टाकल्यास, 9 जानेवारी 2012 पर्यंत, स्मॉल-कॅप फंडांचा सरासरी तीन वर्षांचा परतावा मिड आणि स्मॉल-कॅप फंडांच्या 24 टक्क्यांच्या तुलनेत 25.5 टक्के होता. लार्ज-कॅपचा सरासरी तीन वर्षांचा परतावाइक्विटी फंड 9 जानेवारी 2012 रोजी 17.518 टक्के होता. स्मॉल-कॅप स्पेसमध्ये अनेक कंपन्या आहेत ज्यात भविष्यात यशोगाथा बनण्याची क्षमता आहे.
FY 22 - 23 मध्ये गुंतवणूक करण्यासाठी टॉप 10 सर्वोत्तम स्मॉल कॅप फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Small Cap Fund Growth ₹155.394
↑ 0.90 ₹68,287 -9.2 -8.8 0.7 20.2 25.3 -4.7 HDFC Small Cap Fund Growth ₹130.289
↓ -0.02 ₹37,753 -9.5 -8.2 4.6 19.1 22.7 -0.6 Sundaram Small Cap Fund Growth ₹244.481
↑ 0.84 ₹3,401 -8 -5.9 5.4 18.7 21 0.4 Franklin India Smaller Companies Fund Growth ₹154.429
↑ 0.59 ₹13,238 -10.2 -11.1 -2.2 18.5 20.8 -8.4 DSP Small Cap Fund Growth ₹181.227
↓ -1.00 ₹16,935 -7.4 -9.4 3.3 18 20.6 -2.8 ICICI Prudential Smallcap Fund Growth ₹80.61
↓ -0.29 ₹8,428 -8.5 -8.4 0.7 15.2 20.1 -0.4 IDBI Small Cap Fund Growth ₹26.6232
↑ 0.01 ₹619 -12.5 -13.6 -9.7 15.1 19.7 -13.4 Kotak Small Cap Fund Growth ₹231.108
↑ 0.05 ₹17,258 -11.4 -12.7 -5 13.4 17.8 -9.1 SBI Small Cap Fund Growth ₹156.221
↓ -0.23 ₹36,268 -10.3 -10.3 -1.7 12.5 16.9 -4.9 Aditya Birla Sun Life Small Cap Fund Growth ₹80.0201
↑ 0.96 ₹4,938 -8.3 -7.8 4.1 16.3 16.7 -3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Small Cap Fund HDFC Small Cap Fund Sundaram Small Cap Fund Franklin India Smaller Companies Fund DSP Small Cap Fund ICICI Prudential Smallcap Fund IDBI Small Cap Fund Kotak Small Cap Fund SBI Small Cap Fund Aditya Birla Sun Life Small Cap Fund Point 1 Highest AUM (₹68,287 Cr). Top quartile AUM (₹37,753 Cr). Bottom quartile AUM (₹3,401 Cr). Lower mid AUM (₹13,238 Cr). Upper mid AUM (₹16,935 Cr). Lower mid AUM (₹8,428 Cr). Bottom quartile AUM (₹619 Cr). Upper mid AUM (₹17,258 Cr). Upper mid AUM (₹36,268 Cr). Bottom quartile AUM (₹4,938 Cr). Point 2 Established history (15+ yrs). Established history (17+ yrs). Oldest track record among peers (20 yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (8+ yrs). Established history (20+ yrs). Established history (16+ yrs). Established history (18+ yrs). Point 3 Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Not Rated. 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: 25.32% (top quartile). 5Y return: 22.72% (top quartile). 5Y return: 20.99% (upper mid). 5Y return: 20.83% (upper mid). 5Y return: 20.63% (upper mid). 5Y return: 20.12% (lower mid). 5Y return: 19.69% (lower mid). 5Y return: 17.76% (bottom quartile). 5Y return: 16.92% (bottom quartile). 5Y return: 16.66% (bottom quartile). Point 6 3Y return: 20.18% (top quartile). 3Y return: 19.12% (top quartile). 3Y return: 18.72% (upper mid). 3Y return: 18.51% (upper mid). 3Y return: 18.03% (upper mid). 3Y return: 15.21% (lower mid). 3Y return: 15.06% (bottom quartile). 3Y return: 13.39% (bottom quartile). 3Y return: 12.48% (bottom quartile). 3Y return: 16.26% (lower mid). Point 7 1Y return: 0.73% (upper mid). 1Y return: 4.56% (top quartile). 1Y return: 5.35% (top quartile). 1Y return: -2.20% (bottom quartile). 1Y return: 3.30% (upper mid). 1Y return: 0.70% (lower mid). 1Y return: -9.69% (bottom quartile). 1Y return: -4.99% (bottom quartile). 1Y return: -1.71% (lower mid). 1Y return: 4.12% (upper mid). Point 8 Alpha: -1.23 (lower mid). Alpha: 0.00 (upper mid). Alpha: 3.98 (top quartile). Alpha: -5.23 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 1.79 (top quartile). Alpha: -8.99 (bottom quartile). Alpha: -5.53 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.42 (lower mid). Sharpe: -0.23 (top quartile). Sharpe: -0.16 (top quartile). Sharpe: -0.60 (bottom quartile). Sharpe: -0.25 (upper mid). Sharpe: -0.25 (upper mid). Sharpe: -0.72 (bottom quartile). Sharpe: -0.61 (bottom quartile). Sharpe: -0.54 (lower mid). Sharpe: -0.32 (upper mid). Point 10 Information ratio: -0.02 (upper mid). Information ratio: 0.00 (top quartile). Information ratio: -0.20 (lower mid). Information ratio: -0.26 (lower mid). Information ratio: 0.00 (top quartile). Information ratio: -0.65 (bottom quartile). Information ratio: -0.59 (bottom quartile). Information ratio: -0.86 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Nippon India Small Cap Fund
HDFC Small Cap Fund
Sundaram Small Cap Fund
Franklin India Smaller Companies Fund
DSP Small Cap Fund
ICICI Prudential Smallcap Fund
IDBI Small Cap Fund
Kotak Small Cap Fund
SBI Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
100 कोटी & क्रमवारी लावली5 वर्षCAGR परतावा.
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 Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Research Highlights for HDFC Small Cap Fund Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Research Highlights for Franklin India Smaller Companies Fund Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (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 Below is the key information for DSP Small Cap Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for ICICI Prudential Smallcap Fund Below is the key information for ICICI Prudential Smallcap Fund Returns up to 1 year are on 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 Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on (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 Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies Research Highlights for SBI Small Cap Fund Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (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. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (27 Jan 26) ₹155.394 ↑ 0.90 (0.58 %) Net Assets (Cr) ₹68,287 on 31 Dec 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.42 Information Ratio -0.02 Alpha Ratio -1.23 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -6.3% 3 Month -9.2% 6 Month -8.8% 1 Year 0.7% 3 Year 20.2% 5 Year 25.3% 10 Year 15 Year Since launch 19.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.7% 2023 26.1% 2022 48.9% 2021 6.5% 2020 74.3% 2019 29.2% 2018 -2.5% 2017 -16.7% 2016 63% 2015 5.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Data below for Nippon India Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (27 Jan 26) ₹130.289 ↓ -0.02 (-0.02 %) Net Assets (Cr) ₹37,753 on 31 Dec 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.23 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -5.7% 3 Month -9.5% 6 Month -8.2% 1 Year 4.6% 3 Year 19.1% 5 Year 22.7% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.6% 2023 20.4% 2022 44.8% 2021 4.6% 2020 64.9% 2019 20.2% 2018 -9.5% 2017 -8.1% 2016 60.8% 2015 5.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Data below for HDFC Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (27 Jan 26) ₹244.481 ↑ 0.84 (0.35 %) Net Assets (Cr) ₹3,401 on 31 Dec 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.16 Information Ratio -0.2 Alpha Ratio 3.98 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 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -5.5% 3 Month -8% 6 Month -5.9% 1 Year 5.4% 3 Year 18.7% 5 Year 21% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.4% 2023 19.1% 2022 45.3% 2021 -2.1% 2020 60.3% 2019 26.2% 2018 -6.1% 2017 -29.2% 2016 55.6% 2015 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Data below for Sundaram Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (27 Jan 26) ₹154.429 ↑ 0.59 (0.38 %) Net Assets (Cr) ₹13,238 on 31 Dec 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.6 Information Ratio -0.26 Alpha Ratio -5.23 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -6.4% 3 Month -10.2% 6 Month -11.1% 1 Year -2.2% 3 Year 18.5% 5 Year 20.8% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -8.4% 2023 23.2% 2022 52.1% 2021 3.6% 2020 56.4% 2019 18.7% 2018 -5% 2017 -17.4% 2016 43.5% 2015 10.2% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure Data below for Franklin India Smaller Companies Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. DSP Small Cap Fund
DSP Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (27 Jan 26) ₹181.227 ↓ -1.00 (-0.55 %) Net Assets (Cr) ₹16,935 on 31 Dec 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.25 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 Returns for DSP Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -7.5% 3 Month -7.4% 6 Month -9.4% 1 Year 3.3% 3 Year 18% 5 Year 20.6% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 25.6% 2022 41.2% 2021 0.5% 2020 58.9% 2019 33.1% 2018 0.7% 2017 -25.5% 2016 42.8% 2015 12.7% Fund Manager information for DSP Small Cap Fund
Name Since Tenure Data below for DSP Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. ICICI Prudential Smallcap Fund
ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (27 Jan 26) ₹80.61 ↓ -0.29 (-0.36 %) Net Assets (Cr) ₹8,428 on 31 Dec 25 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.25 Information Ratio -0.65 Alpha Ratio 1.79 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -5.8% 3 Month -8.5% 6 Month -8.4% 1 Year 0.7% 3 Year 15.2% 5 Year 20.1% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.4% 2023 15.6% 2022 37.9% 2021 5.7% 2020 61% 2019 22.8% 2018 10% 2017 -22.4% 2016 42.7% 2015 6% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Data below for ICICI Prudential Smallcap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. IDBI Small Cap Fund
IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (27 Jan 26) ₹26.6232 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹619 on 31 Dec 25 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.72 Information Ratio -0.59 Alpha Ratio -8.99 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 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -9.4% 3 Month -12.5% 6 Month -13.6% 1 Year -9.7% 3 Year 15.1% 5 Year 19.7% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -13.4% 2023 40% 2022 33.4% 2021 2.4% 2020 64.7% 2019 19% 2018 -4.4% 2017 -15% 2016 2015 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Data below for IDBI Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Kotak Small Cap Fund
Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (27 Jan 26) ₹231.108 ↑ 0.05 (0.02 %) Net Assets (Cr) ₹17,258 on 31 Dec 25 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio -0.61 Information Ratio -0.86 Alpha Ratio -5.53 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 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -7.4% 3 Month -11.4% 6 Month -12.7% 1 Year -5% 3 Year 13.4% 5 Year 17.8% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 -9.1% 2023 25.5% 2022 34.8% 2021 -3.1% 2020 70.9% 2019 34.2% 2018 5% 2017 -17.3% 2016 44% 2015 8.9% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Data below for Kotak Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (27 Jan 26) ₹156.221 ↓ -0.23 (-0.15 %) Net Assets (Cr) ₹36,268 on 31 Dec 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.54 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 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -6.8% 3 Month -10.3% 6 Month -10.3% 1 Year -1.7% 3 Year 12.5% 5 Year 16.9% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.9% 2023 24.1% 2022 25.3% 2021 8.1% 2020 47.6% 2019 33.6% 2018 6.1% 2017 -19.6% 2016 78.7% 2015 1.3% Fund Manager information for SBI Small Cap Fund
Name Since Tenure Data below for SBI Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (27 Jan 26) ₹80.0201 ↑ 0.96 (1.21 %) Net Assets (Cr) ₹4,938 on 31 Dec 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.32 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 26 Duration Returns 1 Month -5.7% 3 Month -8.3% 6 Month -7.8% 1 Year 4.1% 3 Year 16.3% 5 Year 16.7% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 21.5% 2022 39.4% 2021 -6.5% 2020 51.4% 2019 19.8% 2018 -11.5% 2017 -22.6% 2016 56.7% 2015 9.7% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
तुम्ही स्मॉल कॅप फंडात गुंतवणूक का करावी?
काहीगुंतवणुकीचे फायदे स्मॉल-कॅप फंडात आहेत:
- स्मॉल कॅप्स मोठ्या कॅप्सपेक्षा अधिक लवचिक असतात. लहान कंपन्या मोठ्या कंपन्यांच्या तुलनेत लवकर बदल स्वीकारू शकतात, त्यामुळे ते स्फोटक वाढ दाखवू शकतात
- काही वेळा,स्मॉल कॅप फंड पेक्षा चांगली कामगिरी करण्याची प्रवृत्ती आहेलार्ज कॅप फंड, परंतु त्यांची अस्थिरता जास्त असू शकते
- या कंपन्या त्यांच्या विकासाच्या सुरुवातीच्या टप्प्यावर असल्याने त्या वेगाने वाढू शकतात
- स्मॉल कॅप स्टॉकची किंमत मिड कॅप आणि लार्ज कॅप स्टॉक्सपेक्षा कमी असते
- उच्च जोखमीसह उच्च परतावा मिळवण्याची क्षमता येते
स्मॉल कॅप म्युच्युअल फंडात कोणी गुंतवणूक करावी
स्मॉल-कॅप फंड स्मॉल-कॅप समभागांमध्ये आणि स्टार्टअपसारख्या छोट्या कंपन्यांमध्ये गुंतवणूक करतात, त्यांच्याकडे भविष्यातील वाढीची प्रचंड क्षमता आहे. परंतु, वस्तुस्थिती अशी आहे की स्मॉल कॅप्सच्या परताव्यात उच्च अस्थिरता असते. अशा प्रकारे, काही स्मॉल-कॅप स्टॉक्स तुमची संपत्ती नष्ट करू शकतात. तथापि, दुसऱ्या बाजूला, स्मॉल कॅप्स भविष्यात तुमची गुंतवणूक दुप्पट करू शकतात.
कंपन्यांच्या स्वभावामुळे, स्मॉल कॅप्स वाढत्या बाजारपेठेत मागे पडू शकतात आणि अगदी करू शकतातकमी कामगिरी मंदीच्या काळात. म्हणूनच, जे गुंतवणूकदार त्यांच्या गुंतवणुकीत उच्च पातळीची जोखीम सहन करू शकतात, त्यांनी फक्त विचार केला पाहिजेगुंतवणूक स्मॉल कॅप फंडांमध्ये. खराब बाजाराच्या टप्प्यात तुम्ही पडझड सहन करण्यास सक्षम असावे. जर तुम्ही अशा उच्च-जोखीम फंडांमध्ये गुंतवणूक करण्याचा विचार करत असाल, तर तुमच्या गुंतवणुकीची योजना दीर्घ कालावधीसाठी, म्हणजे अंदाजे पाच वर्षांहून अधिक काळासाठी करण्याचे सुचवले जाते. तुम्ही इक्विटी मार्केटमध्ये जितका जास्त वेळ गुंतवाल तितका चांगला नफा मिळवण्याची शक्यता जास्त असते.
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सर्वोत्कृष्ट स्मॉल कॅप इक्विटी फंडांमध्ये गुंतवणूक करण्यासाठी टिपा
स्मॉल-कॅप फंडांमध्ये गुंतवणुकीची योजना आखताना, येथे काही महत्त्वाचे पॅरामीटर्स दिले आहेत जे तुम्हाला गुंतवणुकीत उडी मारण्यापूर्वी विचारात घेणे आवश्यक आहे.
मागील कामगिरीचे मूल्यांकन करा
आदर्शपणे, जेव्हा तुम्ही म्युच्युअल फंड योजनेत गुंतवणूक करण्याचा विचार करत असाल, तेव्हा तुम्ही फंडाच्या मागील कामगिरीचे कसून मूल्यांकन केले पाहिजे. मागील पाच वर्षांचा परतावा घ्या आणि इतर चांगल्या फंडांशी तुलना करण्याचा प्रयत्न करा. बाजारातील सर्व परिस्थितींमध्ये फंडाची कामगिरी सातत्यपूर्ण असावी. तसेच, फंड त्याच्या बेंचमार्कला मागे टाकण्यास सक्षम आहे की नाही ते तपासा.
योजना दर्जेदार फंड हाऊसची असावी
तुम्ही ज्या फंड हाऊसमध्ये गुंतवणूक करू इच्छिता त्या फंड हाऊसची गुणवत्ता आणि प्रतिष्ठा पाहण्याचा सल्ला नेहमीच दिला जातो. दीर्घकालीन रेकॉर्ड असलेले फंड हाऊस, व्यवस्थापनाखालील मोठी मालमत्ता, स्टार फंड किंवा चांगली कामगिरी करणारा फंड इ. गुंतवणुकीसाठी. वित्तीय उद्योगात सातत्यपूर्ण ट्रॅक रेकॉर्डसह मजबूत उपस्थिती असलेल्या फंड हाऊसला प्राधान्य दिले पाहिजे.
फंड मॅनेजरचा अनुभव तपासा
म्युच्युअल फंड योजनेच्या कामगिरीचे श्रेय फंड व्यवस्थापकाकडे असते. फंडाच्या पोर्टफोलिओसाठी गुंतवणूकीचे निर्णय घेण्यासाठी फंड व्यवस्थापक जबाबदार असतो. म्हणून, गुंतवणूकदारांनी विशिष्ट फंड व्यवस्थापकाद्वारे व्यवस्थापित केलेल्या निधीच्या कामगिरीतून जावे, विशेषतः कठीण बाजाराच्या टप्प्यात. फंड मॅनेजर आपल्या कारकिर्दीत सातत्य राखणाऱ्या फंड मॅनेजरसाठी जाणे ही पसंतीची निवड आहे.
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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