+91-22-489139095 سالوں میں بہترین سمال کیپ ایکویٹی میوچل فنڈز
تلاشبہترین سمال کیپ فنڈز? آج کل، بہت سے سرمایہ کار سرمایہ کاری کے خواہشمند ہیں۔سمال کیپ فنڈز کیونکہ ان میں بڑے اداروں میں ترقی کرنے کی کافی صلاحیت ہے۔ سمال کیپ فنڈز ایکویٹی کی ایک قسم ہیں۔مشترکہ فنڈ جو چھوٹے سائز کی کمپنیوں کے اسٹاک میں سرمایہ کاری کرتا ہے۔ یہ ایک کے ساتھ فرم ہیںمارکیٹ کیپٹلائزیشن (MC = کمپنی کی طرف سے جاری کردہ حصص کی تعداد X مارکیٹ قیمت فی حصص) INR 500 کروڑ سے کم۔ ان کی مارکیٹ کیپٹلائزیشن بڑی اور سے بہت کم ہے۔درمیانی ٹوپی.
سمال کیپ فرموں میں اچھا منافع پیدا کرنے کی صلاحیت ہوتی ہے۔ بہت سی چھوٹی کیپ کمپنیاں اپنی مصنوعات اور خدمات کے لیے صارفین کی مناسب مانگ کے ساتھ ایک خاص مارکیٹ فراہم کرتی ہیں۔ وہ ابھرتی ہوئی صنعتوں کو مستقبل میں خاطر خواہ ترقی کی صلاحیت کے ساتھ بھی خدمات فراہم کرتے ہیں۔ تاہم، اس میں ملوث خطرات بہت زیادہ ہیں. لیکن، اگر آپ طویل مدت کے لیے سرمایہ کاری کرتے ہیں، تو خطرات کم ہو جاتے ہیں۔
وہ سرمایہ کار جو سمال کیپ فنڈز میں سرمایہ کاری کرنا چاہتے ہیں، بہترین کارکردگی کا مظاہرہ کرنے والے چھوٹے کیپ فنڈز کا انتخاب کر سکتے ہیں جو گزشتہ 5 سال کی کارکردگی کی بنیاد پر ذیل میں درج ہیں۔
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5 سالہ کارکردگی کی بنیاد پر ٹاپ 6 بہترین سمال کیپ میوچل فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹83.2535
↓ -1.63 ₹4,824 -4.2 11.2 -10 17.5 22.9 21.5 SBI Small Cap Fund Growth ₹169.342
↓ -2.84 ₹35,245 -1.8 8.1 -9.4 15 24.2 24.1 Kotak Small Cap Fund Growth ₹254.848
↓ -4.85 ₹17,508 -3.7 8.9 -11.6 16.2 26.8 25.5 DSP Small Cap Fund Growth ₹193.059
↓ -3.65 ₹16,628 -3.3 14.4 -4.9 20.1 27.1 25.6 Sundaram Small Cap Fund Growth ₹255.408
↓ -4.78 ₹3,282 -1.1 14.7 -5.6 20.5 27.7 19.1 IDBI Small Cap Fund Growth ₹30.049
↓ -0.62 ₹604 -0.8 8.7 -11 18 27.8 40 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Sep 25 Research Highlights & Commentary of 6 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund Kotak Small Cap Fund DSP Small Cap Fund Sundaram Small Cap Fund IDBI Small Cap Fund Point 1 Lower mid AUM (₹4,824 Cr). Highest AUM (₹35,245 Cr). Upper mid AUM (₹17,508 Cr). Upper mid AUM (₹16,628 Cr). Bottom quartile AUM (₹3,282 Cr). Bottom quartile AUM (₹604 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Oldest track record among peers (20 yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (8+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 22.94% (bottom quartile). 5Y return: 24.21% (bottom quartile). 5Y return: 26.77% (lower mid). 5Y return: 27.11% (upper mid). 5Y return: 27.72% (upper mid). 5Y return: 27.78% (top quartile). Point 6 3Y return: 17.51% (lower mid). 3Y return: 15.05% (bottom quartile). 3Y return: 16.15% (bottom quartile). 3Y return: 20.09% (upper mid). 3Y return: 20.52% (top quartile). 3Y return: 18.02% (upper mid). Point 7 1Y return: -9.95% (lower mid). 1Y return: -9.40% (upper mid). 1Y return: -11.60% (bottom quartile). 1Y return: -4.93% (top quartile). 1Y return: -5.56% (upper mid). 1Y return: -11.04% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: -1.53 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.97 (top quartile). Alpha: -4.61 (bottom quartile). Point 9 Sharpe: -0.56 (upper mid). Sharpe: -0.72 (bottom quartile). Sharpe: -0.59 (lower mid). Sharpe: -0.30 (top quartile). Sharpe: -0.47 (upper mid). Sharpe: -0.70 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.92 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.47 (lower mid). Information ratio: -0.82 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
Kotak Small Cap Fund
DSP Small Cap Fund
Sundaram Small Cap Fund
IDBI Small Cap Fund
(Erstwhile Aditya Birla Sun Life Small & Midcap Fund) An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time. Below is the key information for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies Research Highlights for SBI Small Cap Fund Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Research Highlights for Kotak Small Cap Fund Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized Research Highlights for DSP Small Cap Fund Below is the key information for DSP Small Cap Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Research Highlights for Sundaram Small Cap Fund Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. Research Highlights for IDBI Small Cap Fund Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (26 Sep 25) ₹83.2535 ↓ -1.63 (-1.92 %) Net Assets (Cr) ₹4,824 on 31 Aug 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.56 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month -0.4% 3 Month -4.2% 6 Month 11.2% 1 Year -10% 3 Year 17.5% 5 Year 22.9% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.5% 2023 39.4% 2022 -6.5% 2021 51.4% 2020 19.8% 2019 -11.5% 2018 -22.6% 2017 56.7% 2016 9.7% 2015 13.4% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (26 Sep 25) ₹169.342 ↓ -2.84 (-1.65 %) Net Assets (Cr) ₹35,245 on 31 Aug 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.72 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month -0.8% 3 Month -1.8% 6 Month 8.1% 1 Year -9.4% 3 Year 15% 5 Year 24.2% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.1% 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% Fund Manager information for SBI Small Cap Fund
Name Since Tenure Data below for SBI Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Kotak Small Cap Fund
Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (26 Sep 25) ₹254.848 ↓ -4.85 (-1.87 %) Net Assets (Cr) ₹17,508 on 31 Aug 25 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.66 Sharpe Ratio -0.59 Information Ratio -0.92 Alpha Ratio -1.53 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month -1.3% 3 Month -3.7% 6 Month 8.9% 1 Year -11.6% 3 Year 16.2% 5 Year 26.8% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.5% 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% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Data below for Kotak Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. DSP Small Cap Fund
DSP Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (26 Sep 25) ₹193.059 ↓ -3.65 (-1.86 %) Net Assets (Cr) ₹16,628 on 31 Aug 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.3 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for DSP Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month -1.3% 3 Month -3.3% 6 Month 14.4% 1 Year -4.9% 3 Year 20.1% 5 Year 27.1% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.6% 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% Fund Manager information for DSP Small Cap Fund
Name Since Tenure Data below for DSP Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (26 Sep 25) ₹255.408 ↓ -4.78 (-1.84 %) Net Assets (Cr) ₹3,282 on 31 Aug 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.47 Information Ratio -0.47 Alpha Ratio 0.97 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 0.9% 3 Month -1.1% 6 Month 14.7% 1 Year -5.6% 3 Year 20.5% 5 Year 27.7% 10 Year 15 Year Since launch 17% 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 Data below for Sundaram Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. IDBI Small Cap Fund
IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (26 Sep 25) ₹30.049 ↓ -0.62 (-2.02 %) Net Assets (Cr) ₹604 on 31 Aug 25 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.7 Information Ratio -0.82 Alpha Ratio -4.61 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Sep 25 Duration Returns 1 Month 1.3% 3 Month -0.8% 6 Month 8.7% 1 Year -11% 3 Year 18% 5 Year 27.8% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 40% 2023 33.4% 2022 2.4% 2021 64.7% 2020 19% 2019 -4.4% 2018 -15% 2017 2016 2015 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Data below for IDBI Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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 Aditya Birla Sun Life Small Cap Fund