+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 (%) BNP Paribas Mid Cap Fund Growth ₹109.899
↓ -0.34 ₹2,513 3 9.6 8 17.8 14.7 2.5 Sundaram Small Cap Fund Growth ₹282.502
↓ -0.21 ₹3,872 7.2 16 7 16.6 15.9 0.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 26 Research Highlights & Commentary of 2 Funds showcased
Commentary BNP Paribas Mid Cap Fund Sundaram Small Cap Fund Point 1 Bottom quartile AUM (₹2,513 Cr). Highest AUM (₹3,872 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (21 yrs). Point 3 Top rated. Rating: 3★ (bottom quartile). Point 4 Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 14.73% (bottom quartile). 5Y return: 15.92% (upper mid). Point 6 3Y return: 17.82% (upper mid). 3Y return: 16.63% (bottom quartile). Point 7 1Y return: 8.00% (upper mid). 1Y return: 6.97% (bottom quartile). Point 8 Alpha: 3.32 (bottom quartile). Alpha: 8.89 (upper mid). Point 9 Sharpe: 0.22 (bottom quartile). Sharpe: 0.25 (upper mid). Point 10 Information ratio: -0.21 (bottom quartile). Information ratio: -0.17 (upper mid). BNP Paribas Mid Cap Fund
Sundaram Small Cap Fund
آخری 3 سال کی واپسی۔.
The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Below is the key information for BNP Paribas Mid 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 1. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (24 Jul 26) ₹109.899 ↓ -0.34 (-0.31 %) Net Assets (Cr) ₹2,513 on 30 Jun 26 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio 0.22 Information Ratio -0.21 Alpha Ratio 3.32 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹9,871 30 Jun 23 ₹12,323 30 Jun 24 ₹18,874 30 Jun 25 ₹19,294 30 Jun 26 ₹20,879 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 26 Duration Returns 1 Month -0.7% 3 Month 3% 6 Month 9.6% 1 Year 8% 3 Year 17.8% 5 Year 14.7% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 28.5% 2022 32.6% 2021 4.7% 2020 41.5% 2019 23.1% 2018 5.2% 2017 -17.5% 2016 49% 2015 -1.2% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Rohan Korde 1 May 26 0.17 Yr. Himanshu Singh 21 Oct 24 1.69 Yr. Data below for BNP Paribas Mid Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 24.69% Industrials 17.63% Consumer Cyclical 15.09% Basic Materials 12.07% Health Care 11.9% Technology 6.14% Real Estate 2.44% Consumer Defensive 2.19% Energy 1.92% Utility 1.91% Communication Services 1.12% Asset Allocation
Asset Class Value Cash 2.87% Equity 97.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D4% ₹90 Cr 175,000
↓ -50,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | BHEL3% ₹83 Cr 2,000,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹81 Cr 21,105
↓ -2,350 BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE3% ₹70 Cr 168,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR3% ₹65 Cr 90,608
↓ -5,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB3% ₹62 Cr 740,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433902% ₹59 Cr 348,500
↑ 33,500 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹58 Cr 2,000,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 31 Oct 25 | 5433492% ₹53 Cr 170,466 National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Apr 24 | NATIONALUM2% ₹51 Cr 1,200,000 2. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (24 Jul 26) ₹282.502 ↓ -0.21 (-0.07 %) Net Assets (Cr) ₹3,872 on 30 Jun 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.25 Information Ratio -0.17 Alpha Ratio 8.89 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 30 Jun 21 ₹10,000 30 Jun 22 ₹10,058 30 Jun 23 ₹13,324 30 Jun 24 ₹19,270 30 Jun 25 ₹20,299 30 Jun 26 ₹22,202 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jul 26 Duration Returns 1 Month -1.4% 3 Month 7.2% 6 Month 16% 1 Year 7% 3 Year 16.6% 5 Year 15.9% 10 Year 15 Year Since launch 16.9% 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 Rohit Seksaria 1 Nov 22 3.67 Yr. Shalav Saket 20 Mar 26 0.28 Yr. Data below for Sundaram Small Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Consumer Cyclical 20.24% Financial Services 20.17% Industrials 20.05% Health Care 11.76% Basic Materials 8.17% Technology 4.19% Communication Services 4.18% Consumer Defensive 2.39% Real Estate 1.81% Utility 1.2% Asset Allocation
Asset Class Value Cash 4.97% Equity 94.17% Debt 0.85% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH6% ₹209 Cr 264,884
↓ -25,000 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹122 Cr 1,681,362 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS3% ₹122 Cr 577,256 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | RATEGAIN3% ₹115 Cr 1,534,556 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹99 Cr 957,209 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹96 Cr 105,565
↓ -974 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ETERNAL2% ₹91 Cr 3,614,474
↑ 152,705 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹89 Cr 606,603
↑ 12,325 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY2% ₹79 Cr 1,045,263 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹78 Cr 4,443,809
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 BNP Paribas Mid Cap Fund