+91-22-48913909بہترین سمال اور مڈ کیپ ایکویٹی میوچل فنڈز 2022
درمیانی اور چھوٹی ٹوپیباہمی چندہ طویل مدت میں اچھے منافع کی فراہمی کی صلاحیت کی وجہ سے ایک معروف منصوبہ ہے۔ ان فنڈز کو طویل مدتی سرمایہ کاری کے اہداف کے لیے دولت کی تخلیق کے بہترین ٹولز میں سے ایک سمجھا جاتا ہے۔ سرمایہ کار اپنے مختلف مقاصد کی منصوبہ بندی کر سکتے ہیں جیسےریٹائرمنٹ پلاننگ، بچے کی اعلیٰ تعلیم یا مکان/گاڑی وغیرہ کی خریداریسمال کیپ فنڈز میوچل فنڈز کی ایک قسم ہے جو درمیانی سے چھوٹے سائز کی کمپنیوں کے اسٹاک میں سرمایہ کاری کرتی ہے۔
ان فنڈز کو عام طور پر ایک کے ساتھ فرموں کے طور پر بیان کیا جاتا ہے۔مارکیٹ کیپٹلائزیشن (MC = کمپنی کی طرف سے جاری کردہ حصص کی تعداد X مارکیٹ قیمت فی حصص) INR 1000-500 کروڑ۔ روایتی طور پر، مڈ کیپس درمیانے درجے کی کمپنیاں ہوتی ہیں، جو اگر اچھی طرح سے چلتی ہیں اور ان کے پاس اچھی کاروباری حکمت عملی ہوتی ہے تو وہ کل کے لیڈر یا بڑے کیپ بن جاتی ہیں۔ حقیقت میں،درمیانی ٹوپی سٹاک نے سال 2015 میں لاج کیپ اور سمال کیپ دونوں اسٹاکس کو پیچھے چھوڑ دیا، جس کی وجہ سود کی کم شرح، کم لاگت، اور اس میں بہتری ہے۔سرمایہ کمی بی ایس ای مڈ کیپ اور بی ایس ای سمال کیپ انڈیکس میں بالترتیب 7.43% اور 6.76% اضافہ ہوا، جب کہ اسی مدت کے دوران بی ایس ای سینسیکس 5.03% گر گیا۔
وہ سرمایہ کار جو مڈ اور سمال کیپ فنڈز میں سرمایہ کاری کرنے کے خواہشمند ہیں، ذیل میں 2500 کروڑ سے زیادہ کے AUM سائز کے ساتھ سرفہرست کارکردگی کا مظاہرہ کرنے والے فنڈز ہیں۔
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2022 میں سرمایہ کاری کے لیے ٹاپ 6 بہترین سمال اینڈ مڈ کیپ فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) TATA Mid Cap Growth Fund Growth ₹428.437
↑ 1.58 ₹4,984 2.4 18.3 -5.2 19.6 24.1 22.7 Sundaram Small Cap Fund Growth ₹256.247
↑ 2.01 ₹3,394 0.5 21.3 -4.1 19.5 27.4 19.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 25 Research Highlights & Commentary of 2 Funds showcased
Commentary TATA Mid Cap Growth Fund Sundaram Small Cap Fund Point 1 Highest AUM (₹4,984 Cr). Bottom quartile AUM (₹3,394 Cr). Point 2 Oldest track record among peers (31 yrs). Established history (20+ yrs). Point 3 Rating: 2★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.14% (bottom quartile). 5Y return: 27.38% (upper mid). Point 6 3Y return: 19.60% (upper mid). 3Y return: 19.48% (bottom quartile). Point 7 1Y return: -5.24% (bottom quartile). 1Y return: -4.07% (upper mid). Point 8 Alpha: -4.59 (bottom quartile). Alpha: 3.14 (upper mid). Point 9 Sharpe: -0.59 (bottom quartile). Sharpe: -0.17 (upper mid). Point 10 Information ratio: -0.81 (bottom quartile). Information ratio: -0.51 (upper mid). TATA Mid Cap Growth Fund
Sundaram Small Cap Fund
آخری 3 سال کی واپسی۔.
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Below is the key information for TATA Mid Cap Growth 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 1. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (03 Sep 25) ₹428.437 ↑ 1.58 (0.37 %) Net Assets (Cr) ₹4,984 on 31 Jul 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.59 Information Ratio -0.81 Alpha Ratio -4.59 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹16,715 31 Aug 22 ₹17,573 31 Aug 23 ₹21,641 31 Aug 24 ₹31,745 31 Aug 25 ₹29,666 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 25 Duration Returns 1 Month 1% 3 Month 2.4% 6 Month 18.3% 1 Year -5.2% 3 Year 19.6% 5 Year 24.1% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.7% 2023 40.5% 2022 0.6% 2021 40% 2020 24.3% 2019 6.5% 2018 -13% 2017 49.8% 2016 -2.2% 2015 10.8% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 4.48 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 19.74% Financial Services 16.26% Health Care 14.69% Consumer Cyclical 13.37% Basic Materials 13.11% Technology 4.09% Real Estate 3.98% Communication Services 3.26% Consumer Defensive 2.39% Utility 2% Energy 1.51% Asset Allocation
Asset Class Value Cash 5.58% Equity 94.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹165 Cr 1,100,000
↓ -150,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹140 Cr 278,911
↑ 8,911 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004803% ₹131 Cr 369,694 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹126 Cr 1,700,000 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | UPL2% ₹120 Cr 1,700,000
↑ 200,000 Patanjali Foods Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | PATANJALI2% ₹119 Cr 635,200
↑ 235,200 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD2% ₹118 Cr 1,800,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002572% ₹116 Cr 600,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹116 Cr 600,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 5328142% ₹115 Cr 1,848,863
↑ 448,863 2. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (03 Sep 25) ₹256.247 ↑ 2.01 (0.79 %) Net Assets (Cr) ₹3,394 on 31 Jul 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.17 Information Ratio -0.51 Alpha Ratio 3.14 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹18,459 31 Aug 22 ₹19,814 31 Aug 23 ₹25,026 31 Aug 24 ₹35,242 31 Aug 25 ₹33,391 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Sep 25 Duration Returns 1 Month 0.3% 3 Month 0.5% 6 Month 21.3% 1 Year -4.1% 3 Year 19.5% 5 Year 27.4% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.1% 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.83 Yr. Data below for Sundaram Small Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.38% Industrials 19.06% Financial Services 19.02% Health Care 11.84% Basic Materials 8.13% Communication Services 5.23% Technology 3.41% Consumer Defensive 3.24% Real Estate 2.66% Utility 1.15% Asset Allocation
Asset Class Value Cash 5.8% Equity 94.11% Debt 0.1% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹115 Cr 1,898,655 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹111 Cr 899,463 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹104 Cr 530,036 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹98 Cr 991,559
↑ 85,170 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹95 Cr 140,821 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹86 Cr 410,809 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433872% ₹80 Cr 648,946 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹75 Cr 395,668 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹74 Cr 16,665,062 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN2% ₹70 Cr 1,184,520
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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Research Highlights for TATA Mid Cap Growth Fund