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Fincash » Mutual Funds » Small Cap Funds

Small Cap Mutual Funds

Updated on June 13, 2024 , 15328 views

Small cap funds take the exposure at the lowest end of the Market capitalization. Small cap companies include the startups or firms that are in their early stage of development with small revenues. Many successful small cap firms have eventually grown into large cap companies. Since, small cap stocks give high growth potential, companies in their early stage of development, have great scope of higher developments.

Small Cap Mutual Funds

Recently sebi has classified how AMC's to classify largecaps and midcaps.

Market Capitalization Description
Large cap company 1st to 100th company in terms of full market capitalization
Mid cap company 101st to 250th company in terms of full market capitalization
Small cap company 251st company onwards in terms of full market capitalization

Small Cap Funds (Investing in Small Cap Stocks)

Small caps are typically defined as firms with a market capitalization (MC=no of shares issued by the company X market price per share) of less than INR 500 Crore. Their market capitalization is much lower than the large and mid-cap. Many small caps are young firms with substantial growth potential. But, the risk of failure is higher with small cap compared to large and mid-cap.

Many small cap companies serve a niche market with sound consumer demand for their products and services. They also serve emerging industries with the potential for substantial future growth. Small cap firms have the potential to generate good returns. However, the risks involved in it are very high. But, if the investment period of a small cap is high, the risks tend to lower down.

The smallest equities of small caps are micro-cap and nano-cap stocks. Wherein, micro caps are firms with a market cap of INR 100 to 500 Crore and nano-caps are companies with market cap of below INR 100 Crore. BSE small cap Index, have recorded that four out of every 10 stocks have more than 30% increase in their net profits for the Fiscal Year of 2014-16.

Some of the most emerging small cap companies in India are Indiabulls Real, Just Dial, PNB Gilts, Federal Bank Ltd, Gitanjali Gems Ltd, Indian Cements Ltd, Indian Overseas bank, Oriental Bank of Commerce, PVR Ltd, etc.

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Pros and Cons of Investing in Small Cap Funds

Here are some pros and cons of Investing in small-cap funds that will guide you to understand the fund:

Pros

  • Small cap stocks are priced lower than mid cap and large cap stocks.
  • Small cap funds help to diversify your Portfolio. A trader can trade in a number of stocks as compared to the other caps.
  • Small cap stocks give high growth potential. Since these are the companies at their early stage of development, they have great scope of higher developments.
  • At times, small cap funds tend to perform better than the Large cap funds. As large companies incline towards stability, small caps can sometimes give it a better chance of performing better.

Small-Cap-Funds

Cons

  • Small cap stocks are riskier as they tend to have a low lasting business. For example, a company might have a unique service/product, but may not have enough finance to market it. So, sometimes lack of funding fails a business
  • Small Cap stocks are more volatile in nature than large cap stocks.
  • Due to their nature of stocks, small caps can outperform in a rising market and even can Underperform during a downturn.

How to Invest in Small Cap Funds?

Following are the important factors you need to look at before investing in a small-cap fund:

Past Performances

An investor should do a fair assessment of the funds’ performances for over a period of time. Also, it is suggested to go for a fund that consistently beats its benchmark over 4-5 years, additionally, one should see each period and see if the fund is able to beat the benchmark or not.

Portfolio Construction

It is essential to check the portfolio construction of the scheme that you will be investing in. Since, small-cap is a risky fund, the portfolio of the scheme should have a small portion dedicated to large-caps and also to debt/money market instruments so that it generates regular Income.

Fund Manager

A fund manager plays an important role in the overall performance of the scheme. A fund manager is responsible for making investment decisions for the fund’s portfolio. So, investors before investing in small-caps should ideally examine past performance of the fund managed by that particular fund manager, especially in the tough market phase.

Fund House Reputation

While choosing the small cap funds to invest, always look at the quality & reputation of the fund house. A fund house with a long-standing record, large Assets Under Management (AUM), star funds or good performing fund etc., is the one to invest in. A fund house should have a strong presence in the Industry along with a consistent track record.

Equity Fund Taxation

The short-term and long-term Capital gains offered by Mutual Funds are taxed at different rates.

Fund Type Short-Term Capital Gains Long-Term Capital Gains
Equity Funds 15% + cess + surcharge Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge

Best Performing Small Cap Funds 2024

Some of the best performing small cap funds with AUM above 100 Cr are as follows:

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Small Cap Fund Growth ₹167.998
↑ 1.45
₹50,42323.823.858.433.433.548.9
Kotak Small Cap Fund Growth ₹260.423
↑ 1.34
₹14,81524.221.244.323.729.634.8
L&T Emerging Businesses Fund Growth ₹83.399
↑ 0.62
₹14,61925.421.755.431.628.546.1
SBI Small Cap Fund Growth ₹174.816
↑ 1.49
₹27,76021.622.443.724.627.725.3
ICICI Prudential Smallcap Fund Growth ₹86.72
↑ 0.46
₹7,6591918.943.426.427.637.9
Franklin India Smaller Companies Fund Growth ₹176.9
↑ 1.30
₹12,58724.423.16132.22752.1
IDBI Small Cap Fund Growth ₹30.6814
↑ 0.42
₹22329.728.55228.926.933.4
DSP BlackRock Small Cap Fund  Growth ₹179.929
↑ 0.52
₹14,07317.614.341.224.426.641.2
HDFC Small Cap Fund Growth ₹131.858
↑ 0.85
₹29,68515.615.642.927.125.444.8
Sundaram Small Cap Fund Growth ₹245.708
↑ 1.39
₹3,14617.114.946.52524.545.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jun 24

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.

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 22.8% since its launch.  Ranked 6 in Small Cap category.  Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (14 Jun 24) ₹167.998 ↑ 1.45   (0.87 %)
Net Assets (Cr) ₹50,423 on 30 Apr 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 3.31
Information Ratio 0.82
Alpha Ratio 6.4
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
31 May 19₹10,000
31 May 20₹7,454
31 May 21₹16,424
31 May 22₹19,634
31 May 23₹24,909
31 May 24₹38,083

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 ₹689,048.
Net Profit of ₹389,048
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 14 Jun 24

DurationReturns
1 Month 10.6%
3 Month 23.8%
6 Month 23.8%
1 Year 58.4%
3 Year 33.4%
5 Year 33.5%
10 Year
15 Year
Since launch 22.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 97.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.33 Yr.
Kinjal Desai25 May 185.94 Yr.

Data below for Nippon India Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials32.4%
Financial Services13.63%
Consumer Cyclical11.76%
Basic Materials10.49%
Technology8.57%
Health Care7.11%
Consumer Defensive6.77%
Communication Services1.59%
Utility1.36%
Energy1.01%
Real Estate0.31%
Asset Allocation
Asset ClassValue
Cash4.45%
Equity95.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
2%₹973 Cr2,599,222
↓ -324,941
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹935 Cr6,150,000
Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP
2%₹899 Cr864,398
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
2%₹851 Cr1,080,116
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹761 Cr1,851,010
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹704 Cr25,000,000
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹701 Cr614,625
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹669 Cr8,100,000
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹660 Cr5,763,697
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹648 Cr31,784,062

2. 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.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 23 in Small Cap category.  Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (14 Jun 24) ₹260.423 ↑ 1.34   (0.52 %)
Net Assets (Cr) ₹14,815 on 30 Apr 24
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.48
Sharpe Ratio 2.22
Information Ratio -0.86
Alpha Ratio -6.02
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.

DateValue
31 May 19₹10,000
31 May 20₹7,838
31 May 21₹18,458
31 May 22₹21,235
31 May 23₹23,776
31 May 24₹33,339

Kotak 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 ₹627,226.
Net Profit of ₹327,226
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 14 Jun 24

DurationReturns
1 Month 12.1%
3 Month 24.2%
6 Month 21.2%
1 Year 44.3%
3 Year 23.7%
5 Year 29.6%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 74%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Arjun Khanna30 Apr 222.01 Yr.
Harish Bihani20 Oct 230.53 Yr.

Data below for Kotak Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials37.98%
Consumer Cyclical21.41%
Basic Materials15.63%
Health Care8.72%
Consumer Defensive3.1%
Financial Services2.7%
Technology2.37%
Communication Services2.11%
Real Estate1.84%
Asset Allocation
Asset ClassValue
Cash3.66%
Equity96.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
4%₹544 Cr3,013,563
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV
3%₹495 Cr3,483,229
↓ -516,822
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹488 Cr3,264,838
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹420 Cr1,328,764
Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 532548
3%₹405 Cr6,353,571
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE
3%₹377 Cr3,718,309
↓ -466,320
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | 500086
2%₹344 Cr7,281,980
Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD
2%₹344 Cr3,441,355
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF
2%₹328 Cr1,268,161
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Aug 18 | GESHIP
2%₹311 Cr2,851,787

3. 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 23.4% since its launch.  Ranked 2 in Small Cap category.  Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (14 Jun 24) ₹83.399 ↑ 0.62   (0.75 %)
Net Assets (Cr) ₹14,619 on 30 Apr 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 2.58
Information Ratio 0.43
Alpha Ratio -3.92
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
31 May 19₹10,000
31 May 20₹6,774
31 May 21₹14,412
31 May 22₹17,415
31 May 23₹21,219
31 May 24₹31,520

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 ₹612,552.
Net Profit of ₹312,552
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 14 Jun 24

DurationReturns
1 Month 12%
3 Month 25.4%
6 Month 21.7%
1 Year 55.4%
3 Year 31.6%
5 Year 28.5%
10 Year
15 Year
Since launch 23.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.37 Yr.
Cheenu Gupta1 Oct 230.58 Yr.
Sonal Gupta1 Oct 230.58 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials32.23%
Consumer Cyclical14.85%
Basic Materials14.46%
Financial Services10.01%
Technology9.27%
Real Estate6.98%
Health Care4.83%
Consumer Defensive2.39%
Energy1.5%
Asset Allocation
Asset ClassValue
Cash1.9%
Equity98.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹501 Cr635,400
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 500840
3%₹413 Cr8,627,473
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
3%₹399 Cr3,866,279
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
3%₹379 Cr947,670
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | SONATSOFTW
2%₹338 Cr4,896,490
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
2%₹327 Cr2,188,200
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
2%₹321 Cr1,607,279
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 17 | SOBHA
2%₹306 Cr1,721,853
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
2%₹304 Cr3,586,897
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹273 Cr11,291,100

4. 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 21.4% since its launch.  Ranked 4 in Small Cap category.  Return for 2023 was 25.3% , 2022 was 8.1% and 2021 was 47.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (14 Jun 24) ₹174.816 ↑ 1.49   (0.86 %)
Net Assets (Cr) ₹27,760 on 30 Apr 24
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.66
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
31 May 19₹10,000
31 May 20₹8,372
31 May 21₹16,844
31 May 22₹19,068
31 May 23₹22,405
31 May 24₹30,786

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 ₹598,181.
Net Profit of ₹298,181
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 14 Jun 24

DurationReturns
1 Month 11.4%
3 Month 21.6%
6 Month 22.4%
1 Year 43.7%
3 Year 24.6%
5 Year 27.7%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 110.7%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 1310.46 Yr.
Pradeep Kesavan31 Dec 230.33 Yr.
Mohan Lal1 May 240 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials33.92%
Consumer Cyclical18.94%
Financial Services13.26%
Basic Materials10.21%
Consumer Defensive4.92%
Health Care1.81%
Real Estate1.65%
Communication Services1.16%
Utility0.48%
Asset Allocation
Asset ClassValue
Cash13.6%
Equity86.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹1,169 Cr7,816,563
↓ -1,583,437
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL
4%₹1,103 Cr9,000,000
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹901 Cr33,818,737
↑ 796,523
GE T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 522275
3%₹864 Cr7,555,885
↓ -864,955
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
3%₹840 Cr9,716,991
SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543959
3%₹780 Cr89,318,180
↑ 19,318,181
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
3%₹764 Cr50,000,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | CARBORUNIV
3%₹703 Cr4,939,842
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
2%₹691 Cr43,000,000
↑ 100
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500238
2%₹654 Cr4,340,000

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.

ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 26 in Small Cap category.  Return for 2023 was 37.9% , 2022 was 5.7% and 2021 was 61% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (14 Jun 24) ₹86.72 ↑ 0.46   (0.53 %)
Net Assets (Cr) ₹7,659 on 30 Apr 24
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 2.5
Information Ratio -0.22
Alpha Ratio -3.53
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
31 May 19₹10,000
31 May 20₹7,051
31 May 21₹15,670
31 May 22₹18,706
31 May 23₹22,127
31 May 24₹30,765

ICICI Prudential Smallcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 14 Jun 24

DurationReturns
1 Month 10.1%
3 Month 19%
6 Month 18.9%
1 Year 43.4%
3 Year 26.4%
5 Year 27.6%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.9%
2022 5.7%
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Anish Tawakley18 Sep 230.62 Yr.
Sri Sharma18 Sep 230.62 Yr.
Sharmila D’mello30 Jun 221.84 Yr.

Data below for ICICI Prudential Smallcap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials25.03%
Consumer Cyclical18.14%
Basic Materials14.95%
Financial Services8.24%
Health Care6.43%
Consumer Defensive4.99%
Real Estate3.62%
Technology2.47%
Communication Services2.21%
Utility2.01%
Energy0.83%
Asset Allocation
Asset ClassValue
Cash10.64%
Equity89.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 23 | NAM-INDIA
3%₹245 Cr4,165,329
↓ -179,031
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 23 | 506076
3%₹195 Cr919,168
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
3%₹195 Cr1,077,643
↓ -36,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 19 | KPIL
2%₹166 Cr1,356,770
↓ -289,259
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | SCHAEFFLER
2%₹163 Cr442,727
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT
2%₹163 Cr452,798
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
2%₹162 Cr862,662
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | 532929
2%₹162 Cr1,570,577
Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 500480
2%₹156 Cr477,793
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL
2%₹152 Cr308,744
↑ 2,673

6. 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 16.9% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (14 Jun 24) ₹176.9 ↑ 1.30   (0.74 %)
Net Assets (Cr) ₹12,587 on 30 Apr 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 3.08
Information Ratio 0.33
Alpha Ratio 3.32
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
31 May 19₹10,000
31 May 20₹6,476
31 May 21₹13,553
31 May 22₹15,129
31 May 23₹19,432
31 May 24₹29,961

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 ₹584,107.
Net Profit of ₹284,107
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 14 Jun 24

DurationReturns
1 Month 11.9%
3 Month 24.4%
6 Month 23.1%
1 Year 61%
3 Year 32.2%
5 Year 27%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.25 Yr.
Sandeep Manam18 Oct 212.53 Yr.
Akhil Kalluri8 Sep 221.64 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials27.23%
Financial Services20.24%
Consumer Cyclical13.78%
Health Care6.63%
Basic Materials6.16%
Real Estate5.76%
Technology5.73%
Consumer Defensive4.91%
Utility1.63%
Energy1.01%
Communication Services0.55%
Asset Allocation
Asset ClassValue
Cash4.82%
Equity95.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹482 Cr4,668,691
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
4%₹466 Cr48,064,081
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹363 Cr8,763,469
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹341 Cr829,140
↓ -63,262
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹337 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹314 Cr15,398,917
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹276 Cr1,448,723
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
2%₹260 Cr2,259,945
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
2%₹258 Cr1,812,883
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | SOBHA
2%₹243 Cr1,366,243

7. 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.

IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Return for 2023 was 33.4% , 2022 was 2.4% and 2021 was 64.7% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (14 Jun 24) ₹30.6814 ↑ 0.42   (1.38 %)
Net Assets (Cr) ₹223 on 30 Apr 24
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.31
Sharpe Ratio 2.6
Information Ratio -0.37
Alpha Ratio -2.96
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.

DateValue
31 May 19₹10,000
31 May 20₹7,377
31 May 21₹14,493
31 May 22₹17,335
31 May 23₹20,272
31 May 24₹29,619

IDBI 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 ₹584,107.
Net Profit of ₹284,107
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 14 Jun 24

DurationReturns
1 Month 14%
3 Month 29.7%
6 Month 28.5%
1 Year 52%
3 Year 28.9%
5 Year 26.9%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.4%
2022 2.4%
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
2014
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Yogesh Patil31 Jul 230.75 Yr.
Dikshit Mittal31 Jul 230.75 Yr.

Data below for IDBI Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials39.42%
Consumer Cyclical14.67%
Basic Materials14.33%
Financial Services6.12%
Health Care6.11%
Technology6%
Utility4.13%
Communication Services2.79%
Real Estate1.41%
Consumer Defensive1.14%
Asset Allocation
Asset ClassValue
Cash3.89%
Equity96.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
5%₹11 Cr59,819
↓ -1,932
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG
4%₹9 Cr86,263
↓ -2,786
BSE Ltd (Financial Services)
Equity, Since 31 Aug 23 | BSE
3%₹7 Cr26,037
↓ -2,412
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | KEI
3%₹7 Cr17,539
↓ -3,502
Kennametal India Ltd (Industrials)
Equity, Since 31 Aug 23 | 505890
3%₹7 Cr26,305
↓ -849
Blue Star Ltd (Industrials)
Equity, Since 30 Nov 19 | BLUESTARCO
3%₹6 Cr42,799
↓ -1,382
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
3%₹6 Cr32,064
↓ -1,035
Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Nov 23 | 533326
3%₹6 Cr342,201
↓ -11,054
Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Aug 23 | BBL
3%₹6 Cr17,360
↓ -560
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | LEMONTREE
2%₹5 Cr355,972
↓ -50,903

8. 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 18.5% since its launch.  Ranked 7 in Small Cap category.  Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (14 Jun 24) ₹179.929 ↑ 0.52   (0.29 %)
Net Assets (Cr) ₹14,073 on 30 Apr 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 2.14
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
31 May 19₹10,000
31 May 20₹7,569
31 May 21₹15,777
31 May 22₹18,606
31 May 23₹21,428
31 May 24₹29,446

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 ₹584,107.
Net Profit of ₹284,107
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 14 Jun 24

DurationReturns
1 Month 8%
3 Month 17.6%
6 Month 14.3%
1 Year 41.2%
3 Year 24.4%
5 Year 26.6%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 101.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1013.87 Yr.
Jay Kothari1 Mar 1311.17 Yr.
Resham Jain16 Mar 186.13 Yr.
Abhishek Ghosh1 Sep 221.66 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Apr 24

Equity Sector Allocation
SectorValue
Consumer Cyclical28.12%
Industrials21.2%
Basic Materials17.82%
Health Care8.62%
Consumer Defensive7.19%
Financial Services5.64%
Technology2.7%
Communication Services1.33%
Utility0.42%
Asset Allocation
Asset ClassValue
Cash6.86%
Equity93.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
4%₹520 Cr2,880,141
↓ -109,751
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
3%₹420 Cr3,132,788
↓ -119,111
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
3%₹412 Cr7,456,286
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹399 Cr9,447,197
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹380 Cr1,541,488
Voltamp Transformers Ltd (Industrials)
Equity, Since 31 Mar 17 | VOLTAMP
2%₹343 Cr330,283
↓ -29,546
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | RATNAMANI
2%₹330 Cr1,045,261
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
2%₹328 Cr9,060,573
↓ -826,594
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹321 Cr3,165,306
↓ -209,813
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
2%₹294 Cr3,059,179

9. 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 17.3% since its launch.  Ranked 9 in Small Cap category.  Return for 2023 was 44.8% , 2022 was 4.6% and 2021 was 64.9% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (14 Jun 24) ₹131.858 ↑ 0.85   (0.65 %)
Net Assets (Cr) ₹29,685 on 30 Apr 24
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 2.7
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
31 May 19₹10,000
31 May 20₹6,339
31 May 21₹13,789
31 May 22₹15,262
31 May 23₹20,194
31 May 24₹27,924

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 ₹570,326.
Net Profit of ₹270,326
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 14 Jun 24

DurationReturns
1 Month 8.3%
3 Month 15.6%
6 Month 15.6%
1 Year 42.9%
3 Year 27.1%
5 Year 25.4%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 51.5%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 149.85 Yr.
Dhruv Muchhal22 Jun 230.86 Yr.

Data below for HDFC Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials26.78%
Consumer Cyclical18.13%
Financial Services12.49%
Technology12.15%
Health Care10.26%
Basic Materials5.24%
Consumer Defensive3.11%
Communication Services2.66%
Utility0.5%
Asset Allocation
Asset ClassValue
Cash8.69%
Equity91.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
4%₹1,244 Cr58,822,707
↑ 400,000
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
4%₹1,206 Cr42,828,792
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
3%₹980 Cr14,174,025
↓ -3,004,228
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹880 Cr3,571,409
↑ 25,000
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
2%₹723 Cr20,776,904
↑ 1,220,401
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
2%₹693 Cr6,354,655
↓ -50,000
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹610 Cr1,162,932
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Dec 20 | EQUITASBNK
2%₹588 Cr60,564,526
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | BAJAJELEC
2%₹585 Cr6,173,430
↑ 290,686
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
2%₹583 Cr12,986,529

10. 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.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 19 in Small Cap category.  Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (14 Jun 24) ₹245.708 ↑ 1.39   (0.57 %)
Net Assets (Cr) ₹3,146 on 30 Apr 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 3
Information Ratio -0.52
Alpha Ratio 2.83
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
31 May 19₹10,000
31 May 20₹6,723
31 May 21₹14,338
31 May 22₹15,840
31 May 23₹19,202
31 May 24₹27,221

Sundaram 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 ₹556,833.
Net Profit of ₹256,833
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 14 Jun 24

DurationReturns
1 Month 9.2%
3 Month 17.1%
6 Month 14.9%
1 Year 46.5%
3 Year 25%
5 Year 24.5%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 108.7%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 222.33 Yr.
Rohit Seksaria1 Nov 221.5 Yr.

Data below for Sundaram Small Cap Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services27.82%
Industrials15.53%
Consumer Cyclical11.43%
Technology9.65%
Health Care8.53%
Basic Materials5.9%
Consumer Defensive5.81%
Real Estate3.79%
Communication Services2.5%
Utility1.22%
Asset Allocation
Asset ClassValue
Cash4.85%
Equity95.14%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -
3%₹93 Cr1,622,911
↑ 112,686
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME
3%₹89 Cr1,164,560
↑ 42,447
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
3%₹87 Cr192,356
↓ -35,000
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹82 Cr387,840
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532810
2%₹77 Cr1,754,986
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹76 Cr702,024
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO
2%₹72 Cr410,580
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
2%₹71 Cr171,608
↓ -27,554
Westlife Foodworld Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
2%₹65 Cr762,252
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | EQUITASBNK
2%₹63 Cr6,529,016
↑ 314,587

Conclusion

Unlike any investment, small cap funds have its own pros and cons. If you are ready to take such risks and want to invest in small caps, then they are the right arena for you! You should further explore more!

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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