fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
LOG IN
SIGN UP

Fincash » Mutual Funds » Small Cap Funds

Small Cap Mutual Funds

Updated on October 3, 2022 , 10937 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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 2022

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 (%)2021 (%)
Nippon India Small Cap Fund Growth ₹91.1395
↑ 1.18
₹21,655164.110.335.618.374.3
SBI Small Cap Fund Growth ₹115.13
↑ 0.99
₹14,04418.39.812.531.217.947.6
Kotak Small Cap Fund Growth ₹166.546
↑ 1.49
₹8,35612.50.42.534.217.970.9
ICICI Prudential Smallcap Fund Growth ₹53.85
↑ 0.40
₹4,13810.44.46.330.815.461
HDFC Small Cap Fund Growth ₹76.783
↑ 1.30
₹13,797174.52.926.514.864.9
DSP BlackRock Small Cap Fund  Growth ₹114.149
↑ 1.78
₹8,98213.70.66.23213.658.9
L&T Emerging Businesses Fund Growth ₹46.999
↑ 0.47
₹8,39514.21.77.428.813.577.4
IDBI Small Cap Fund Growth ₹18.62
↑ 0.20
₹14317.74.210.328.712.964.7
Franklin India Smaller Companies Fund Growth ₹93.7184
↑ 1.12
₹7,03317.22.6424.710.756.4
Sundaram Small Cap Fund Growth ₹149.815
↑ 1.68
₹2,04415.10.61.3289.360.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

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 20.1% since its launch.  Ranked 6 in Small Cap category.  Return for 2021 was 74.3% , 2020 was 29.2% and 2019 was -2.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (04 Oct 22) ₹91.1395 ↑ 1.18   (1.31 %)
Net Assets (Cr) ₹21,655 on 31 Aug 22
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 0.64
Information Ratio 1.45
Alpha Ratio 8.41
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
30 Sep 17₹10,000
30 Sep 18₹10,090
30 Sep 19₹9,617
30 Sep 20₹10,804
30 Sep 21₹20,785
30 Sep 22₹23,215

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 ₹481,656.
Net Profit of ₹181,656
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 4 Oct 22

DurationReturns
1 Month 1.1%
3 Month 16%
6 Month 4.1%
1 Year 10.3%
3 Year 35.6%
5 Year 18.3%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
2013 11.9%
2012 41.9%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 175.67 Yr.
Kinjal Desai25 May 184.27 Yr.

Data below for Nippon India Small Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials22.85%
Consumer Cyclical17.7%
Basic Materials15.54%
Financial Services14.27%
Consumer Defensive9.11%
Technology8.4%
Health Care5.12%
Communication Services1.69%
Real Estate0.6%
Energy0.45%
Utility0.19%
Asset Allocation
Asset ClassValue
Cash2.76%
Equity97.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Apr 18 | 540762
3%₹740 Cr3,267,559
↓ -28,836
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 19 | 541770
2%₹436 Cr4,368,685
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 28 Feb 18 | 524000
2%₹432 Cr14,087,931
KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 19 | 542651
2%₹414 Cr7,366,079
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹401 Cr2,700,000
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500031
2%₹378 Cr3,062,071
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 541557
2%₹374 Cr605,377
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | 540595
2%₹355 Cr5,763,697
NIIT Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | 500304
2%₹349 Cr10,036,413
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 11 | 532504
2%₹337 Cr787,244
↓ -72,489

2. 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 20.6% since its launch.  Ranked 4 in Small Cap category.  Return for 2021 was 47.6% , 2020 was 33.6% and 2019 was 6.1% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (04 Oct 22) ₹115.13 ↑ 0.99   (0.87 %)
Net Assets (Cr) ₹14,044 on 31 Aug 22
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.87
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
30 Sep 17₹10,000
30 Sep 18₹10,141
30 Sep 19₹10,553
30 Sep 20₹11,845
30 Sep 21₹20,240
30 Sep 22₹23,047

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 ₹470,047.
Net Profit of ₹170,047
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 4 Oct 22

DurationReturns
1 Month 1.6%
3 Month 18.3%
6 Month 9.8%
1 Year 12.5%
3 Year 31.2%
5 Year 17.9%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 47.6%
2020 33.6%
2019 6.1%
2018 -19.6%
2017 78.7%
2016 1.3%
2015 20.6%
2014 110.7%
2013 7.8%
2012 31.9%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 138.8 Yr.
Mohit Jain25 Aug 220.02 Yr.

Data below for SBI Small Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials34.12%
Consumer Cyclical23.08%
Basic Materials13.71%
Consumer Defensive5.07%
Health Care2.71%
Financial Services2.59%
Communication Services1.53%
Real Estate0.81%
Asset Allocation
Asset ClassValue
Cash16.25%
Equity83.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Dec 13 | 522074
5%₹673 Cr13,463,915
Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 543463
4%₹583 Cr4,530,215
↓ -17,431
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 540203
3%₹468 Cr1,570,000
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹463 Cr4,205,512
↑ 205,512
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Mar 19 | 541557
3%₹433 Cr700,000
↓ -90,000
Rajratan Global Wire Ltd (Basic Materials)
Equity, Since 31 Oct 16 | 517522
3%₹424 Cr3,753,760
Carborundum Universal Ltd (Industrials)
Equity, Since 31 May 19 | 513375
3%₹417 Cr4,939,842
V-Guard Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 532953
3%₹386 Cr17,000,000
Timken India Ltd (Industrials)
Equity, Since 31 May 19 | 522113
3%₹358 Cr1,185,709
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 541233
2%₹350 Cr50,000,000

3. 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 17.3% since its launch.  Ranked 23 in Small Cap category.  Return for 2021 was 70.9% , 2020 was 34.2% and 2019 was 5% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (04 Oct 22) ₹166.546 ↑ 1.49   (0.90 %)
Net Assets (Cr) ₹8,356 on 31 Aug 22
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.4
Information Ratio 1.11
Alpha Ratio 3.28
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
30 Sep 17₹10,000
30 Sep 18₹9,355
30 Sep 19₹9,598
30 Sep 20₹10,934
30 Sep 21₹21,940
30 Sep 22₹22,710

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 ₹470,047.
Net Profit of ₹170,047
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 4 Oct 22

DurationReturns
1 Month -0.7%
3 Month 12.5%
6 Month 0.4%
1 Year 2.5%
3 Year 34.2%
5 Year 17.9%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 70.9%
2020 34.2%
2019 5%
2018 -17.3%
2017 44%
2016 8.9%
2015 7.4%
2014 74%
2013 -4.9%
2012 50.2%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Pankaj Tibrewal21 Jan 1012.62 Yr.
Arjun Khanna30 Apr 220.34 Yr.

Data below for Kotak Small Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials31.14%
Consumer Cyclical26.86%
Basic Materials18.86%
Financial Services5.1%
Health Care3.5%
Technology3.07%
Real Estate1.62%
Consumer Defensive1.16%
Energy0.39%
Asset Allocation
Asset ClassValue
Cash7.8%
Equity92.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532548
5%₹388 Cr5,783,653
↓ -244,041
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | 513375
4%₹353 Cr4,186,972
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | 540203
3%₹287 Cr963,274
Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 540935
3%₹285 Cr872,010
↑ 15,596
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 520111
3%₹266 Cr1,433,009
↑ 26,907
Blue Dart Express Ltd (Industrials)
Equity, Since 31 Oct 19 | 526612
3%₹218 Cr254,940
↓ -6,332
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹218 Cr1,978,982
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
3%₹210 Cr2,488,786
↑ 86,350
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | SCHAEFFLER
2%₹202 Cr665,447
Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | 509930
2%₹195 Cr990,770

4. 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 11.9% since its launch.  Ranked 26 in Small Cap category.  Return for 2021 was 61% , 2020 was 22.8% and 2019 was 10% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (04 Oct 22) ₹53.85 ↑ 0.40   (0.75 %)
Net Assets (Cr) ₹4,138 on 31 Aug 22
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio 0.61
Information Ratio 0.32
Alpha Ratio 6.74
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
30 Sep 17₹10,000
30 Sep 18₹8,750
30 Sep 19₹9,481
30 Sep 20₹9,969
30 Sep 21₹19,212
30 Sep 22₹20,685

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 ₹447,579.
Net Profit of ₹147,579
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 4 Oct 22

DurationReturns
1 Month 0.4%
3 Month 10.4%
6 Month 4.4%
1 Year 6.3%
3 Year 30.8%
5 Year 15.4%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
2013 8.8%
2012 26%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Harish Bihani5 Nov 183.82 Yr.
Sharmila D’mello30 Jun 220.17 Yr.

Data below for ICICI Prudential Smallcap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials23.29%
Consumer Cyclical18.32%
Financial Services8.64%
Health Care7.75%
Basic Materials5.79%
Technology5.62%
Real Estate4.97%
Consumer Defensive4.87%
Communication Services4.33%
Asset Allocation
Asset ClassValue
Cash14.48%
Equity85.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Rolex Rings Ltd (Industrials)
Equity, Since 31 Jul 21 | 543325
4%₹162 Cr872,682
↑ 38,215
INOX Leisure Ltd (Communication Services)
Equity, Since 31 Oct 18 | 532706
4%₹145 Cr2,874,912
↓ -20,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | 517569
3%₹145 Cr983,729
↓ -128,071
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 519600
3%₹137 Cr2,852,588
↑ 203,346
Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 31 Aug 19 | 532313
3%₹132 Cr2,552,249
↓ -954,415
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 534976
3%₹131 Cr450,040
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
3%₹124 Cr1,465,279
Jamna Auto Industries Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 520051
3%₹110 Cr9,380,001
↓ -8,233
Mold-tek Packaging Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 533080
3%₹108 Cr1,147,078
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 19 | MCX
3%₹108 Cr835,046

5. 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 15.1% since its launch.  Ranked 9 in Small Cap category.  Return for 2021 was 64.9% , 2020 was 20.2% and 2019 was -9.5% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (04 Oct 22) ₹76.783 ↑ 1.30   (1.72 %)
Net Assets (Cr) ₹13,797 on 31 Aug 22
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.92
Sharpe Ratio 0.32
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
30 Sep 17₹10,000
30 Sep 18₹10,978
30 Sep 19₹10,264
30 Sep 20₹10,033
30 Sep 21₹19,296
30 Sep 22₹19,980

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 ₹436,710.
Net Profit of ₹136,710
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 4 Oct 22

DurationReturns
1 Month 1.4%
3 Month 17%
6 Month 4.5%
1 Year 2.9%
3 Year 26.5%
5 Year 14.8%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
2013 7.5%
2012 31.6%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 148.18 Yr.
Priya Ranjan1 May 220.33 Yr.

Data below for HDFC Small Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials24.93%
Consumer Cyclical21.97%
Basic Materials12.28%
Technology12.2%
Financial Services11.66%
Health Care4.74%
Consumer Defensive4.02%
Communication Services2.53%
Asset Allocation
Asset ClassValue
Cash5.67%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 500031
5%₹676 Cr5,485,727
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | 532221
4%₹578 Cr8,105,875
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
4%₹519 Cr39,659,883
↑ 1,345,682
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | 532809
4%₹505 Cr47,000,000
↓ -1,455,000
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | 532927
3%₹391 Cr1,858,127
↓ -3,341
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
3%₹380 Cr6,668,480
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 540975
3%₹365 Cr16,512,928
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 28 Feb 18 | 500085
3%₹364 Cr10,400,000
↓ -100,000
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Oct 19 | 542812
3%₹345 Cr1,032,819
KEI Industries Ltd (Industrials)
Equity, Since 30 Sep 17 | 517569
2%₹340 Cr2,312,000

6. 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 17.2% since its launch.  Ranked 7 in Small Cap category.  Return for 2021 was 58.9% , 2020 was 33.1% and 2019 was 0.7% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (04 Oct 22) ₹114.149 ↑ 1.78   (1.58 %)
Net Assets (Cr) ₹8,982 on 31 Aug 22
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.47
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
30 Sep 17₹10,000
30 Sep 18₹8,778
30 Sep 19₹8,537
30 Sep 20₹10,040
30 Sep 21₹17,698
30 Sep 22₹18,868

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 ₹426,080.
Net Profit of ₹126,080
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 4 Oct 22

DurationReturns
1 Month 1%
3 Month 13.7%
6 Month 0.6%
1 Year 6.2%
3 Year 32%
5 Year 13.6%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 58.9%
2020 33.1%
2019 0.7%
2018 -25.5%
2017 42.8%
2016 12.7%
2015 20.4%
2014 101.8%
2013 3.8%
2012 40.5%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1012.21 Yr.
Jay Kothari1 Mar 139.51 Yr.
Resham Jain16 Mar 184.47 Yr.
Abhishek Ghosh1 Sep 220 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Aug 22

Equity Sector Allocation
SectorValue
Consumer Cyclical36.69%
Basic Materials22.99%
Industrials12.71%
Consumer Defensive6.41%
Health Care6.07%
Financial Services5.82%
Technology3.01%
Communication Services1.84%
Asset Allocation
Asset ClassValue
Cash4.46%
Equity95.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | 532509
3%₹302 Cr8,879,349
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 520111
3%₹287 Cr1,545,945
Atul Ltd (Basic Materials)
Equity, Since 31 Jul 13 | ATUL
3%₹286 Cr312,546
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
3%₹284 Cr3,360,908
↑ 319,808
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 532889
3%₹278 Cr4,594,316
Chambal Fertilisers & Chemicals Ltd (Basic Materials)
Equity, Since 31 Jul 14 | 500085
3%₹276 Cr7,885,010
Nilkamal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 523385
3%₹264 Cr1,289,228
GHCL Ltd (Basic Materials)
Equity, Since 30 Nov 17 | 500171
3%₹233 Cr3,891,595
↓ -119,259
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
3%₹227 Cr9,644,615
↑ 1,772,945
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
3%₹226 Cr2,496,780

7. 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 20.2% since its launch.  Ranked 2 in Small Cap category.  Return for 2021 was 77.4% , 2020 was 15.5% and 2019 was -8.1% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (04 Oct 22) ₹46.999 ↑ 0.47   (1.01 %)
Net Assets (Cr) ₹8,395 on 31 Aug 22
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.87
Sharpe Ratio 0.7
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
30 Sep 17₹10,000
30 Sep 18₹9,828
30 Sep 19₹9,130
30 Sep 20₹8,958
30 Sep 21₹17,324
30 Sep 22₹18,952

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 ₹426,080.
Net Profit of ₹126,080
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 4 Oct 22

DurationReturns
1 Month 0%
3 Month 14.2%
6 Month 1.7%
1 Year 7.4%
3 Year 28.8%
5 Year 13.5%
10 Year
15 Year
Since launch 20.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 192.71 Yr.
Vihang Naik17 Dec 192.71 Yr.
Sonal Gupta5 Jul 211.16 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials34.76%
Consumer Cyclical18.2%
Basic Materials16.73%
Real Estate7.95%
Technology6.74%
Financial Services5.58%
Consumer Defensive5.15%
Health Care1.9%
Energy0.76%
Asset Allocation
Asset ClassValue
Cash2.23%
Equity97.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
5%₹406 Cr6,721,639
↓ -260,370
Grindwell Norton Ltd (Industrials)
Equity, Since 30 Sep 17 | 506076
4%₹354 Cr1,610,948
Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 31 Jul 21 | 532313
3%₹220 Cr4,242,200
↑ 927,225
City Union Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | CUB
3%₹218 Cr12,108,492
↑ 2,552,432
E I D Parry India Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 500125
3%₹212 Cr4,004,620
↑ 18,157
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
3%₹210 Cr4,108,197
↓ -202,825
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | 517569
2%₹184 Cr1,249,400
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Jul 16 | 513375
2%₹182 Cr2,159,700
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Aug 18 | 534076
2%₹179 Cr3,018,479
Cera Sanitaryware Ltd (Industrials)
Equity, Since 31 Mar 19 | 532443
2%₹164 Cr329,245

8. 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 12.5% since its launch.  Return for 2021 was 64.7% , 2020 was 19% and 2019 was -4.4% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (04 Oct 22) ₹18.62 ↑ 0.20   (1.09 %)
Net Assets (Cr) ₹143 on 31 Aug 22
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 0.9
Information Ratio 0.19
Alpha Ratio 12.53
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
30 Sep 17₹10,000
30 Sep 18₹9,209
30 Sep 19₹8,903
30 Sep 20₹8,992
30 Sep 21₹16,275
30 Sep 22₹18,330

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 ₹415,684.
Net Profit of ₹115,684
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 4 Oct 22

DurationReturns
1 Month -1.5%
3 Month 17.7%
6 Month 4.2%
1 Year 10.3%
3 Year 28.7%
5 Year 12.9%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
2014
2013
2012
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Alok Ranjan16 Aug 211.04 Yr.

Data below for IDBI Small Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials39.37%
Basic Materials20.33%
Consumer Cyclical19.47%
Technology5.43%
Financial Services3.75%
Health Care2.9%
Consumer Defensive2.84%
Communication Services2.26%
Real Estate1.59%
Asset Allocation
Asset ClassValue
Cash2.05%
Equity97.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Elgi Equipments Ltd (Industrials)
Equity, Since 31 Aug 20 | 522074
7%₹10 Cr198,201
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 29 Feb 20 | 541557
5%₹7 Cr10,935
Grindwell Norton Ltd (Industrials)
Equity, Since 31 Mar 18 | 506076
5%₹7 Cr30,350
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | 517569
4%₹6 Cr43,415
Timken India Ltd (Industrials)
Equity, Since 31 Oct 17 | 522113
4%₹6 Cr20,146
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 19 | 540762
4%₹6 Cr24,426
Greenpanel Industries Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 29 Feb 20 | 542857
4%₹5 Cr117,108
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Sep 19 | 532504
4%₹5 Cr12,035
KNR Constructions Ltd (Industrials)
Equity, Since 30 Jun 20 | 532942
3%₹4 Cr165,700
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Mar 20 | NH
3%₹4 Cr59,381

9. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.3% since its launch.  Ranked 11 in Small Cap category.  Return for 2021 was 56.4% , 2020 was 18.7% and 2019 was -5% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (04 Oct 22) ₹93.7184 ↑ 1.12   (1.21 %)
Net Assets (Cr) ₹7,033 on 31 Aug 22
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.9
Sharpe Ratio 0.33
Information Ratio -0.62
Alpha Ratio 2.55
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
30 Sep 17₹10,000
30 Sep 18₹9,343
30 Sep 19₹8,878
30 Sep 20₹8,514
30 Sep 21₹15,897
30 Sep 22₹16,599

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Oct 22

DurationReturns
1 Month 2.5%
3 Month 17.2%
6 Month 2.6%
1 Year 4%
3 Year 24.7%
5 Year 10.7%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
2013 13.2%
2012 51.7%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Apr 0715.43 Yr.
Sandeep Manam18 Oct 210.87 Yr.
Akhil Kalluri8 Sep 220 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Industrials24.72%
Consumer Cyclical16.84%
Financial Services16.5%
Basic Materials10.07%
Consumer Defensive7.02%
Real Estate6.84%
Health Care6.05%
Technology4.39%
Communication Services3.15%
Energy1.51%
Asset Allocation
Asset ClassValue
Cash2.91%
Equity97.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
5%₹350 Cr6,831,728
↓ -118,842
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | 506401
4%₹275 Cr1,387,967
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | 519600
3%₹242 Cr5,043,976
↓ -8,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 19 | 540762
3%₹226 Cr1,000,416
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | 506943
3%₹207 Cr1,161,988
KPIT Technologies Ltd (Technology)
Equity, Since 31 Aug 20 | 542651
3%₹203 Cr3,612,610
↓ -100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹201 Cr2,259,945
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Dec 15 | 532926
3%₹194 Cr10,263,765
Equitas Holding Ltd (Financial Services)
Equity, Since 30 Apr 16 | 539844
2%₹172 Cr17,172,603
Finolex Cables Ltd (Industrials)
Equity, Since 31 Mar 12 | FINCABLES
2%₹165 Cr3,587,101
↓ -224,920

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 16.6% since its launch.  Ranked 19 in Small Cap category.  Return for 2021 was 60.3% , 2020 was 26.2% and 2019 was -6.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (04 Oct 22) ₹149.815 ↑ 1.68   (1.13 %)
Net Assets (Cr) ₹2,044 on 31 Aug 22
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.35
Sharpe Ratio 0.26
Information Ratio -0.07
Alpha Ratio 1.32
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
30 Sep 17₹10,000
30 Sep 18₹8,166
30 Sep 19₹7,755
30 Sep 20₹8,118
30 Sep 21₹15,333
30 Sep 22₹15,594

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 ₹385,859.
Net Profit of ₹85,859
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 4 Oct 22

DurationReturns
1 Month 0.5%
3 Month 15.1%
6 Month 0.6%
1 Year 1.3%
3 Year 28%
5 Year 9.3%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
2014 108.7%
2013 -5%
2012 44.8%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Ravi Gopalakrishnan1 Jan 220.67 Yr.
Sudhir Kedia1 Jan 220.67 Yr.

Data below for Sundaram Small Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services23.03%
Consumer Cyclical20.97%
Industrials20.63%
Technology10.32%
Health Care7.03%
Basic Materials6.23%
Consumer Defensive4.35%
Real Estate1.75%
Communication Services1.7%
Asset Allocation
Asset ClassValue
Cash3.99%
Equity96.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
KSB Ltd (Industrials)
Equity, Since 31 May 14 | 500249
3%₹69 Cr362,000
↓ -10,310
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 511196
3%₹66 Cr1,046,412
KPIT Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | 542651
3%₹62 Cr1,100,000
Westlife Development Ltd (Consumer Cyclical)
Equity, Since 31 Jul 19 | 505533
3%₹53 Cr824,354
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Jan 22 | 500477
3%₹53 Cr3,440,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | 532497
2%₹50 Cr475,000
↑ 42,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 19 | 540762
2%₹49 Cr218,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 517569
2%₹48 Cr327,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | ICICIBANK
2%₹47 Cr534,956
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
2%₹40 Cr314,000

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.
How helpful was this page ?
Rated 4.7, based on 11 reviews.
POST A COMMENT