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Table of Contents
- স্মল ক্যাপ মিউচুয়াল ফান্ড কি?
- 22 - 23 অর্থবছরে বিনিয়োগ করার জন্য সেরা 10টি সেরা ছোট ক্যাপ ফান্ড৷
- কেন আপনি স্মল ক্যাপ ফান্ডে বিনিয়োগ করবেন?
- ছোট ক্যাপ মিউচুয়াল ফান্ডে কাদের বিনিয়োগ করা উচিত
- কীভাবে অনলাইনে স্মল ক্যাপ ফান্ডে বিনিয়োগ করবেন?
- সেরা ছোট ক্যাপ ইক্যুইটি ফান্ডে বিনিয়োগ করার টিপস
Top 10 Equity - Small Cap Funds
10টি সেরা ছোট ক্যাপ মিউচুয়াল ফান্ড 2022৷
ছোট ক্যাপ সাধারণত একটি সঙ্গে ফার্ম হিসাবে সংজ্ঞায়িত করা হয়বাজার মূলধন (MC=কোম্পানি দ্বারা জারি করা শেয়ারের সংখ্যা X বাজার মূল্য প্রতি শেয়ার) INR 500 কোটির কম। ছোট ক্যাপ কোম্পানিগুলি হল তরুণ সংস্থা যাদের দীর্ঘমেয়াদে টেকসই প্রবৃদ্ধির একটি বড় সম্ভাবনা রয়েছে। কিন্তু, ব্যর্থতার ঝুঁকি বড় এবং তুলনায় ছোট ক্যাপগুলির সাথে বেশিমিড-ক্যাপ কোম্পানি
খুঁজছিসেরা ছোট ক্যাপ মিউচুয়াল ফান্ড? ভাল, ছোট-ক্যাপ তহবিলগুলি দীর্ঘমেয়াদী জন্য সেরা সম্পদ তৈরির সরঞ্জামগুলির মধ্যে একটিআর্থিক লক্ষ্য. এই আর্থিক লক্ষ্যগুলির মধ্যে শিশুর শিক্ষা অন্তর্ভুক্ত থাকতে পারে,অবসর পরিকল্পনা, ইত্যাদি
যাইহোক, ছোট-ক্যাপ তহবিলগুলি পোর্টফোলিওগুলিকে বৈচিত্র্যময় করতে সাহায্য করে এবং বিনিয়োগকারীরা সামগ্রিক পোর্টফোলিওতে একটি ছোট বরাদ্দ (5-10%) নিতে পারে যা দীর্ঘ বিনিয়োগের সময় ধরে পারফর্ম করতে পারে।
স্মল ক্যাপ মিউচুয়াল ফান্ড কি?
ছোট-ক্যাপগুলিকে "সম্পূর্ণ বাজার মূলধনের পরিপ্রেক্ষিতে 251 তম কোম্পানি" হিসাবে সংজ্ঞায়িত করা হয়। নিয়ম অনুসারে, ছোট-ক্যাপ তহবিলের পোর্টফোলিওতে তার মোট সম্পদের কমপক্ষে 65 শতাংশ ছোট-ক্যাপ স্টকগুলিতে থাকা উচিত। বিনিয়োগকারীরা দীর্ঘমেয়াদে তাদের রিটার্ন সর্বাধিক করতে চান এবং যাদের উচ্চ-ঝুকিপুন্ন ক্ষুধা, স্মল-ক্যাপ ফান্ডে তাদের বিনিয়োগের পরিকল্পনা করতে পারে। একজনকে ছোট-ক্যাপের অস্থিরতা সহ্য করতে সক্ষম হওয়া উচিত। এই তহবিলগুলি ষাঁড়ের বাজারে সবচেয়ে বেশি উঠতে পারে এবং ভালুকের বাজারে সবচেয়ে বেশি পতনের শিকার হতে পারে। সর্বোত্তম আয় পেতে, একটিবিনিয়োগকারী অন্তত তিন-পাঁচ বছরের বেশি বিনিয়োগ করা উচিত।
Talk to our investment specialist
আমরা যদি স্মল-ক্যাপ ফান্ডের অতীত কর্মক্ষমতা দেখি, 9 জানুয়ারী 2012 পর্যন্ত, ছোট-ক্যাপ তহবিলের গড় তিন বছরের রিটার্ন ছিল 25.5 শতাংশ মিড এবং স্মল-ক্যাপ ফান্ডের 24 শতাংশের তুলনায়৷ লার্জ-ক্যাপের গড় তিন বছরের রিটার্নইক্যুইটি ফান্ড 9 জানুয়ারী 2012-এ ছিল 17.518 শতাংশ। ছোট-ক্যাপ স্পেসে অনেক ফার্ম রয়েছে যাদের ভবিষ্যতে সাফল্যের গল্প হওয়ার সম্ভাবনা রয়েছে।
22 - 23 অর্থবছরে বিনিয়োগ করার জন্য সেরা 10টি সেরা ছোট ক্যাপ ফান্ড৷
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Small Cap Fund Growth ₹150.945
↑ 1.42 ₹50,826 -14.7 -17.5 3.9 20.5 41.3 26.1 L&T Emerging Businesses Fund Growth ₹72.9721
↑ 0.79 ₹13,334 -18.9 -19 1.7 17 37.2 28.5 HDFC Small Cap Fund Growth ₹121.778
↑ 0.46 ₹28,120 -13.9 -14.6 0.9 19.1 36.4 20.4 Franklin India Smaller Companies Fund Growth ₹153.273
↑ 2.06 ₹11,257 -15.7 -17.9 1.2 19.4 35.7 23.2 Kotak Small Cap Fund Growth ₹235.997
↑ 1.93 ₹14,407 -15.4 -18.7 5.8 12.7 35.4 25.5 ICICI Prudential Smallcap Fund Growth ₹77.59
↑ 0.57 ₹6,912 -11.1 -16.6 1 14.8 34.5 15.6 DSP BlackRock Small Cap Fund Growth ₹170.788
↑ 1.34 ₹13,277 -16 -16.5 5.8 15.2 34.4 25.6 IDBI Small Cap Fund Growth ₹28.0277
↑ 0.21 ₹434 -19.2 -18.2 9.2 16.6 34.4 40 Sundaram Small Cap Fund Growth ₹225.914
↑ 1.93 ₹2,763 -13.8 -17 0.9 15.3 34 19.1 SBI Small Cap Fund Growth ₹158.128
↑ 1.92 ₹28,453 -12.1 -16.1 3.8 15.1 31.4 24.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 25 100 কোটি & সাজানো হয়েছে5 বছরসিএজিআর রিটার্নস.
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 Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on 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 Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on 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 Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Smaller Companies 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. 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 Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (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 Below is the key information for ICICI Prudential Smallcap 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 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 Below is the key information for DSP BlackRock 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. 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 Below is the key information for IDBI 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. 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 Below is the key information for Sundaram 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 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 Below is the key information for SBI Small Cap Fund Returns up to 1 year are on 1. Nippon India Small Cap Fund
CAGR/Annualized return of 20.5% since its launch. Ranked 6 in Small Cap category. Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (02 Apr 25) ₹150.945 ↑ 1.42 (0.95 %) Net Assets (Cr) ₹50,826 on 28 Feb 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.31 Information Ratio 0.66 Alpha Ratio 3.26 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.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹21,742 31 Mar 22 ₹31,334 31 Mar 23 ₹33,418 31 Mar 24 ₹51,907 31 Mar 25 ₹55,076 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 8.2% 3 Month -14.7% 6 Month -17.5% 1 Year 3.9% 3 Year 20.5% 5 Year 41.3% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.1% 2022 48.9% 2021 6.5% 2020 74.3% 2019 29.2% 2018 -2.5% 2017 -16.7% 2016 63% 2015 5.6% 2014 15.1% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 8.16 Yr. Kinjal Desai 25 May 18 6.77 Yr. Data below for Nippon India Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 22.17% Consumer Cyclical 13.91% Financial Services 13.54% Basic Materials 12.14% Consumer Defensive 8.89% Technology 8.65% Health Care 8.16% Energy 2.03% Utility 1.98% Communication Services 1.54% Real Estate 0.54% Asset Allocation
Asset Class Value Cash 6.04% Equity 93.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,152 Cr 6,650,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹924 Cr 1,851,010 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹714 Cr 4,472,130 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON1% ₹655 Cr 470,144 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹639 Cr 31,784,062 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹627 Cr 9,100,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹615 Cr 2,499,222 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA1% ₹563 Cr 27,190,940 Adani Wilmar Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 5434581% ₹553 Cr 22,483,343
↑ 183,343 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹521 Cr 899,271 2. L&T Emerging Businesses Fund
CAGR/Annualized return of 20% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (02 Apr 25) ₹72.9721 ↑ 0.79 (1.09 %) Net Assets (Cr) ₹13,334 on 28 Feb 25 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio -0.4 Information Ratio -0.11 Alpha Ratio 1.44 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 31 Mar 20 ₹10,000 31 Mar 21 ₹20,010 31 Mar 22 ₹29,870 31 Mar 23 ₹31,289 31 Mar 24 ₹46,026 31 Mar 25 ₹48,026 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 8.7% 3 Month -18.9% 6 Month -19% 1 Year 1.7% 3 Year 17% 5 Year 37.2% 10 Year 15 Year Since launch 20% Historical performance (Yearly) on absolute basis
Year Returns 2023 28.5% 2022 46.1% 2021 1% 2020 77.4% 2019 15.5% 2018 -8.1% 2017 -13.7% 2016 66.5% 2015 10.2% 2014 12.3% Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 5.21 Yr. Cheenu Gupta 1 Oct 23 1.42 Yr. Sonal Gupta 1 Oct 23 1.42 Yr. Data below for L&T Emerging Businesses Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 24.78% Consumer Cyclical 15.58% Financial Services 14.01% Basic Materials 10.75% Technology 9.78% Health Care 5.55% Real Estate 4.98% Consumer Defensive 4.06% Energy 1.26% Asset Allocation
Asset Class Value Cash 6.91% Equity 93.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -2% ₹310 Cr 292,479
↓ -6,521 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000402% ₹297 Cr 1,595,574 Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 20 | SUVENPHAR2% ₹279 Cr 2,298,085 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL2% ₹263 Cr 3,286,897 BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE2% ₹257 Cr 555,021
↓ -297,579 Time Technoplast Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | TIMETECHNO2% ₹243 Cr 6,810,500 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 5900032% ₹240 Cr 11,912,400 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329292% ₹237 Cr 2,499,622 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | FEDERALBNK2% ₹236 Cr 13,286,579 Sumitomo Chemical India Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Oct 20 | SUMICHEM2% ₹215 Cr 4,672,221 3. HDFC Small Cap Fund
CAGR/Annualized return of 15.8% since its launch. Ranked 9 in Small Cap category. Return for 2024 was 20.4% , 2023 was 44.8% and 2022 was 4.6% . HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (02 Apr 25) ₹121.778 ↑ 0.46 (0.38 %) Net Assets (Cr) ₹28,120 on 28 Feb 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio -0.57 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.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹20,334 31 Mar 22 ₹27,320 31 Mar 23 ₹30,642 31 Mar 24 ₹45,265 31 Mar 25 ₹46,669 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 7% 3 Month -13.9% 6 Month -14.6% 1 Year 0.9% 3 Year 19.1% 5 Year 36.4% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.4% 2022 44.8% 2021 4.6% 2020 64.9% 2019 20.2% 2018 -9.5% 2017 -8.1% 2016 60.8% 2015 5.4% 2014 6.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 10.68 Yr. Dhruv Muchhal 22 Jun 23 1.69 Yr. Data below for HDFC Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 22.65% Consumer Cyclical 18.71% Technology 15.51% Financial Services 12.57% Health Care 12.01% Basic Materials 6.85% Communication Services 2.04% Consumer Defensive 1.98% Utility 0.32% Asset Allocation
Asset Class Value Cash 7.35% Equity 92.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL7% ₹1,898 Cr 54,866,841
↓ -400,000 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX4% ₹1,061 Cr 3,745,096
↑ 10,000 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM3% ₹980 Cr 24,326,653 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹923 Cr 46,828,792 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328433% ₹763 Cr 12,453,275 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS3% ₹706 Cr 5,971,657
↑ 41,589 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW2% ₹608 Cr 16,839,071
↑ 2,067,594 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹596 Cr 11,442,105 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL2% ₹559 Cr 12,056,000 Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SUDARSCHEM2% ₹496 Cr 5,734,275 4. Franklin India Smaller Companies Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 11 in Small Cap category. Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (02 Apr 25) ₹153.273 ↑ 2.06 (1.36 %) Net Assets (Cr) ₹11,257 on 28 Feb 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.43 Information Ratio 0.28 Alpha Ratio 0.6 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 31 Mar 20 ₹10,000 31 Mar 21 ₹19,999 31 Mar 22 ₹26,272 31 Mar 23 ₹28,549 31 Mar 24 ₹43,647 31 Mar 25 ₹44,921 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 7% 3 Month -15.7% 6 Month -17.9% 1 Year 1.2% 3 Year 19.4% 5 Year 35.7% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.2% 2022 52.1% 2021 3.6% 2020 56.4% 2019 18.7% 2018 -5% 2017 -17.4% 2016 43.5% 2015 10.2% 2014 9.6% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.09 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Akhil Kalluri 8 Sep 22 2.48 Yr. Data below for Franklin India Smaller Companies Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 19.73% Industrials 19.62% Consumer Cyclical 14.7% Health Care 10.79% Basic Materials 10.23% Technology 4.9% Real Estate 4.7% Consumer Defensive 3.61% Utility 2.57% Energy 0.9% Communication Services 0.05% Asset Allocation
Asset Class Value Cash 6.86% Equity 92.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹366 Cr 3,868,691 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹323 Cr 8,018,630 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900033% ₹282 Cr 13,998,917
↓ -156,763 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹273 Cr 48,064,081 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹257 Cr 1,387,967 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹238 Cr 1,448,723 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹229 Cr 4,963,469 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹226 Cr 3,062,700
↓ -200,000 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON2% ₹222 Cr 6,900,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹221 Cr 1,866,828 5. Kotak Small Cap Fund
CAGR/Annualized return of 17% since its launch. Ranked 23 in Small Cap category. Return for 2024 was 25.5% , 2023 was 34.8% and 2022 was -3.1% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (02 Apr 25) ₹235.997 ↑ 1.93 (0.82 %) Net Assets (Cr) ₹14,407 on 28 Feb 25 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio -0.22 Information Ratio -0.66 Alpha Ratio 4.91 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 31 Mar 20 ₹10,000 31 Mar 21 ₹22,777 31 Mar 22 ₹31,078 31 Mar 23 ₹29,901 31 Mar 24 ₹41,373 31 Mar 25 ₹44,967 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 7.9% 3 Month -15.4% 6 Month -18.7% 1 Year 5.8% 3 Year 12.7% 5 Year 35.4% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.5% 2022 34.8% 2021 -3.1% 2020 70.9% 2019 34.2% 2018 5% 2017 -17.3% 2016 44% 2015 8.9% 2014 7.4% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Harish Bihani 20 Oct 23 1.36 Yr. Data below for Kotak Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 30.46% Consumer Cyclical 21.56% Health Care 19.17% Basic Materials 14.29% Real Estate 4.3% Financial Services 3.6% Consumer Defensive 2.73% Communication Services 2.24% Technology 0.16% Asset Allocation
Asset Class Value Cash 1.51% Equity 98.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹483 Cr 2,518,929 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹475 Cr 6,590,679
↑ 21,212 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 24 | ASTERDM3% ₹474 Cr 11,757,234
↑ 1,712,815 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹453 Cr 3,574,852 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433503% ₹450 Cr 4,918,037 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433083% ₹442 Cr 8,473,425
↑ 376,495 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Aug 24 | 5329293% ₹386 Cr 4,078,404
↑ 400,000 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE2% ₹360 Cr 3,691,305
↑ 100,000 Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES2% ₹350 Cr 4,643,002
↑ 7,370 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 18 | AMBER2% ₹347 Cr 616,512 6. ICICI Prudential Smallcap Fund
CAGR/Annualized return of 12.5% since its launch. Ranked 26 in Small Cap category. Return for 2024 was 15.6% , 2023 was 37.9% and 2022 was 5.7% . ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (02 Apr 25) ₹77.59 ↑ 0.57 (0.74 %) Net Assets (Cr) ₹6,912 on 28 Feb 25 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio -0.57 Information Ratio -0.2 Alpha Ratio -2.42 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.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹20,420 31 Mar 22 ₹28,527 31 Mar 23 ₹29,468 31 Mar 24 ₹41,702 31 Mar 25 ₹43,091 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 7.6% 3 Month -11.1% 6 Month -16.6% 1 Year 1% 3 Year 14.8% 5 Year 34.5% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 15.6% 2022 37.9% 2021 5.7% 2020 61% 2019 22.8% 2018 10% 2017 -22.4% 2016 42.7% 2015 6% 2014 0.5% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Anish Tawakley 18 Sep 23 1.45 Yr. Sri Sharma 18 Sep 23 1.45 Yr. Sharmila D’mello 30 Jun 22 2.67 Yr. Data below for ICICI Prudential Smallcap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Basic Materials 28.13% Industrials 21.14% Consumer Cyclical 11.84% Health Care 8.42% Financial Services 5.23% Utility 3.36% Consumer Defensive 3.08% Real Estate 1.69% Communication Services 1.67% Technology 1.39% Energy 1.02% Asset Allocation
Asset Class Value Cash 13.04% Equity 86.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT3% ₹195 Cr 616,614
↑ 22,837 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL3% ₹175 Cr 347,671 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | 5332482% ₹170 Cr 13,629,398
↑ 1,537,601 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5325382% ₹152 Cr 149,768 Atul Ltd (Basic Materials)
Equity, Since 31 Oct 23 | ATUL2% ₹150 Cr 283,164
↑ 154,274 Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Jan 24 | 5327022% ₹149 Cr 5,470,101
↓ -686,743 Kesoram Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | KESORAMIND2% ₹148 Cr 7,538,679 Gillette India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | GILLETTE2% ₹146 Cr 184,649
↑ 11,465 Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 24 | TATACHEM2% ₹140 Cr 1,801,616
↑ 163,000 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 5004802% ₹138 Cr 507,918
↑ 6,948 7. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 17.3% since its launch. Ranked 7 in Small Cap category. Return for 2024 was 25.6% , 2023 was 41.2% and 2022 was 0.5% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (02 Apr 25) ₹170.788 ↑ 1.34 (0.79 %) Net Assets (Cr) ₹13,277 on 28 Feb 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio -0.29 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 31 Mar 20 ₹10,000 31 Mar 21 ₹20,237 31 Mar 22 ₹28,172 31 Mar 23 ₹27,726 31 Mar 24 ₹40,031 31 Mar 25 ₹43,618 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 7.3% 3 Month -16% 6 Month -16.5% 1 Year 5.8% 3 Year 15.2% 5 Year 34.4% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.6% 2022 41.2% 2021 0.5% 2020 58.9% 2019 33.1% 2018 0.7% 2017 -25.5% 2016 42.8% 2015 12.7% 2014 20.4% Fund Manager information for DSP BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 14.7 Yr. Resham Jain 16 Mar 18 6.96 Yr. Data below for DSP BlackRock Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Consumer Cyclical 32.3% Basic Materials 20.12% Industrials 14.71% Health Care 8.87% Consumer Defensive 7.79% Financial Services 4.34% Technology 3.88% Communication Services 0.98% Utility 0.16% Asset Allocation
Asset Class Value Cash 6.79% Equity 93.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹489 Cr 7,937,996 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321444% ₹479 Cr 6,500,000 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹453 Cr 1,600,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹388 Cr 3,750,000 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT3% ₹374 Cr 2,950,000
↑ 33,916 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT3% ₹371 Cr 9,260,495 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230253% ₹348 Cr 1,629,601 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹326 Cr 9,587,705 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹321 Cr 9,200,000 Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH2% ₹308 Cr 6,150,000 8. IDBI Small Cap Fund
CAGR/Annualized return of 14.2% since its launch. Return for 2024 was 40% , 2023 was 33.4% and 2022 was 2.4% . IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (02 Apr 25) ₹28.0277 ↑ 0.21 (0.77 %) Net Assets (Cr) ₹434 on 28 Feb 25 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio -0.14 Information Ratio -0.24 Alpha Ratio 8.11 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 31 Mar 20 ₹10,000 31 Mar 21 ₹19,259 31 Mar 22 ₹27,068 31 Mar 23 ₹26,914 31 Mar 24 ₹38,308 31 Mar 25 ₹42,752 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 9.8% 3 Month -19.2% 6 Month -18.2% 1 Year 9.2% 3 Year 16.6% 5 Year 34.4% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 40% 2022 33.4% 2021 2.4% 2020 64.7% 2019 19% 2018 -4.4% 2017 -15% 2016 2015 2014 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Nikhil Rungta 1 Jul 24 0.67 Yr. Mahesh Bendre 1 Jul 24 0.67 Yr. Data below for IDBI Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 32.99% Consumer Cyclical 16.45% Basic Materials 13.18% Utility 8.02% Consumer Defensive 7.73% Financial Services 6.05% Health Care 4.12% Communication Services 2.92% Technology 2.63% Real Estate 0.83% Asset Allocation
Asset Class Value Cash 3.16% Equity 96.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346004% ₹16 Cr 2,026,866
↑ 325,507 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | HUDCO3% ₹12 Cr 752,118
↑ 198,641 International Gemmological Institute (India) Ltd (Basic Materials)
Equity, Since 31 Dec 24 | IGIL3% ₹12 Cr 303,787 Sanathan Textiles Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | SANATHAN3% ₹12 Cr 401,251
↑ 25,615 Concord Enviro Systems Ltd (Utilities)
Equity, Since 31 Dec 24 | CEWATER3% ₹12 Cr 261,789
↑ 54,561 Navkar Corp Ltd (Industrials)
Equity, Since 31 Jul 24 | NAVKARCORP2% ₹10 Cr 1,084,277
↑ 75,444 Himatsingka Seide Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5140432% ₹10 Cr 888,863
↑ 116,168 Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 5419742% ₹10 Cr 102,604 TD Power Systems Ltd (Industrials)
Equity, Since 31 Aug 23 | TDPOWERSYS2% ₹10 Cr 316,162
↑ 24,398 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP2% ₹10 Cr 118,679 9. Sundaram Small Cap Fund
CAGR/Annualized return of 16.8% since its launch. Ranked 19 in Small Cap category. Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (02 Apr 25) ₹225.914 ↑ 1.93 (0.86 %) Net Assets (Cr) ₹2,763 on 28 Feb 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.55 Information Ratio -0.3 Alpha Ratio -1.92 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 Mar 20 ₹10,000 31 Mar 21 ₹20,237 31 Mar 22 ₹27,752 31 Mar 23 ₹27,712 31 Mar 24 ₹41,448 31 Mar 25 ₹42,701 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 7.8% 3 Month -13.8% 6 Month -17% 1 Year 0.9% 3 Year 15.3% 5 Year 34% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 7.8% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.33 Yr. Data below for Sundaram Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 19.46% Consumer Cyclical 18.36% Financial Services 17.68% Basic Materials 9.08% Health Care 9.08% Consumer Defensive 4.93% Technology 4.4% Communication Services 3.59% Real Estate 3.3% Utility 1.22% Asset Allocation
Asset Class Value Cash 4.94% Equity 95.06% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹80 Cr 376,813
↑ 15,427 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹79 Cr 483,211 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹77 Cr 1,898,655
↑ 143,950 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹71 Cr 509,862
↑ 19,144 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹61 Cr 134,546
↑ 9,822 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹60 Cr 18,825,767 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹58 Cr 759,818 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹58 Cr 936,780 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹57 Cr 2,131,308
↑ 48,507 MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH2% ₹54 Cr 421,865
↑ 33,649 10. SBI Small Cap Fund
CAGR/Annualized return of 19.4% since its launch. Ranked 4 in Small Cap category. Return for 2024 was 24.1% , 2023 was 25.3% and 2022 was 8.1% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (02 Apr 25) ₹158.128 ↑ 1.92 (1.23 %) Net Assets (Cr) ₹28,453 on 28 Feb 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.39 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 31 Mar 20 ₹10,000 31 Mar 21 ₹19,527 31 Mar 22 ₹25,045 31 Mar 23 ₹26,602 31 Mar 24 ₹36,310 31 Mar 25 ₹38,288 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 7.8% 3 Month -12.1% 6 Month -16.1% 1 Year 3.8% 3 Year 15.1% 5 Year 31.4% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.1% 2022 25.3% 2021 8.1% 2020 47.6% 2019 33.6% 2018 6.1% 2017 -19.6% 2016 78.7% 2015 1.3% 2014 20.6% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 11.3 Yr. Mohan Lal 1 May 24 0.83 Yr. Data below for SBI Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 25.63% Consumer Cyclical 18.64% Financial Services 16.23% Basic Materials 10.95% Consumer Defensive 4.86% Health Care 2.26% Real Estate 1.48% Communication Services 1.44% Technology 1.32% Asset Allocation
Asset Class Value Cash 16.77% Equity 83.04% Debt 0.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS3% ₹794 Cr 3,300,000 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC3% ₹788 Cr 89,318,180 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹716 Cr 9,716,991 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL2% ₹695 Cr 7,900,000 CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434412% ₹687 Cr 15,000,000 AAVAS Financiers Ltd (Financial Services)
Equity, Since 31 Mar 24 | AAVAS2% ₹657 Cr 3,900,000 Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO2% ₹650 Cr 3,387,376
↓ -1,612,624 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jul 24 | CHOLAHLDNG2% ₹645 Cr 3,928,227 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433082% ₹642 Cr 12,323,990 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹619 Cr 9,324,049
কেন আপনি স্মল ক্যাপ ফান্ডে বিনিয়োগ করবেন?
কিছুবিনিয়োগের সুবিধা একটি ছোট ক্যাপ তহবিলে হল:
- ছোট ক্যাপগুলি বড় ক্যাপের চেয়ে বেশি নমনীয় হতে থাকে। ছোট কোম্পানীগুলি বড় কোম্পানীর তুলনায় দ্রুত পরিবর্তনগুলিকে মানিয়ে নিতে পারে, তাই তারা বিস্ফোরক বৃদ্ধি দেখাতে পারে
- মাঝে মাঝে,ছোট ক্যাপ তহবিল থেকে ভালো পারফর্ম করার ঝোঁকবড় ক্যাপ তহবিল, কিন্তু তাদের অস্থিরতা অনেক বেশি হতে পারে
- যেহেতু এই কোম্পানিগুলি তাদের বিকাশের প্রাথমিক পর্যায়ে, তারা দ্রুত বৃদ্ধি পেতে পারে
- ছোট ক্যাপ স্টকগুলির দাম মিড ক্যাপ এবং বড় ক্যাপ স্টকগুলির চেয়ে কম
- উচ্চ ঝুঁকির সাথে উচ্চ রিটার্ন করার সম্ভাবনা আসে
ছোট ক্যাপ মিউচুয়াল ফান্ডে কাদের বিনিয়োগ করা উচিত
যেহেতু ছোট-ক্যাপ তহবিলগুলি ছোট-ক্যাপ স্টক এবং স্টার্টআপের মতো ছোট সংস্থাগুলিতে বিনিয়োগ করে, তাদের ভবিষ্যতের বৃদ্ধির বিশাল সম্ভাবনা রয়েছে। কিন্তু, আসল ব্যাপার হল ছোট ক্যাপগুলির রিটার্নগুলি উচ্চ অস্থিরতার শিকার হয়। এইভাবে, কিছু ছোট-ক্যাপ স্টক আপনার সম্পদ নষ্ট করতে পারে। তবে, অন্য দিকে, ছোট ক্যাপগুলি ভবিষ্যতে আপনার বিনিয়োগ দ্বিগুণ করতে পারে।
কোম্পানিগুলির প্রকৃতির কারণে, ছোট ক্যাপগুলি ক্রমবর্ধমান বাজারে ছাড়িয়ে যেতে পারে এবং এমনকি করতে পারেআন্ডারপারফর্ম মন্দার সময়। তাই বিনিয়োগকারীরা যারা তাদের বিনিয়োগে উচ্চ স্তরের ঝুঁকি বহন করতে পারে তাদের শুধুমাত্র বিবেচনা করা উচিতবিনিয়োগ ছোট ক্যাপ তহবিলে। আপনার খারাপ বাজার পর্যায়ে পতন সহ্য করতে সক্ষম হওয়া উচিত। আপনি যদি এই ধরনের উচ্চ-ঝুঁকির তহবিলে বিনিয়োগ করার পরিকল্পনা করেন, তাহলে আপনার বিনিয়োগগুলিকে দীর্ঘ সময়ের জন্য, অর্থাৎ প্রায় পাঁচ বছরের বেশি সময়ের জন্য পরিকল্পনা করার পরামর্শ দেওয়া হচ্ছে। আপনি ইক্যুইটি বাজারে যত বেশি সময় বিনিয়োগ করবেন, তত বেশি ভালো লাভের সম্ভাবনা থাকবে।
কীভাবে অনলাইনে স্মল ক্যাপ ফান্ডে বিনিয়োগ করবেন?
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সেরা ছোট ক্যাপ ইক্যুইটি ফান্ডে বিনিয়োগ করার টিপস
ছোট-ক্যাপ ফান্ডে বিনিয়োগ করার পরিকল্পনা করার সময়, এখানে কিছু গুরুত্বপূর্ণ পরামিতি রয়েছে যা আপনাকে বিনিয়োগে ঝাঁপিয়ে পড়ার আগে বিবেচনা করতে হবে।
অতীত পারফরম্যান্স মূল্যায়ন
আদর্শভাবে, আপনি যখনই একটি মিউচুয়াল ফান্ড স্কিমে বিনিয়োগ করার পরিকল্পনা করছেন, তখন আপনার উচিত তহবিলের অতীত কর্মক্ষমতা পুঙ্খানুপুঙ্খভাবে মূল্যায়ন করা। বিগত পাঁচ বছরের রিটার্ন নিন এবং অন্যান্য ভালো ফান্ডের সাথে তুলনা করার চেষ্টা করুন। একটি তহবিল বাজারের সমস্ত পরিস্থিতিতে তার কর্মক্ষমতার সাথে সামঞ্জস্যপূর্ণ হওয়া উচিত। এছাড়াও, তহবিল তার বেঞ্চমার্ককে হারাতে সক্ষম কিনা তা পরীক্ষা করুন।
স্কিমটি একটি মানসম্পন্ন ফান্ড হাউসের অন্তর্গত হওয়া উচিত
আপনি যে ফান্ড হাউসে বিনিয়োগ করতে চান তার গুণমান ও সুনাম দেখার জন্য সবসময় পরামর্শ দেওয়া হয়। একটি ফান্ড হাউস যার দীর্ঘস্থায়ী রেকর্ড, ব্যবস্থাপনার অধীনে বৃহৎ সম্পদ, স্টার ফান্ড বা ভালো পারফরমিং ফান্ড ইত্যাদি রয়েছে। বিনিয়োগ করার জন্য। যে ফান্ড হাউসের আর্থিক শিল্পে একটি সুসংগত ট্র্যাক রেকর্ডের সাথে শক্তিশালী উপস্থিতি রয়েছে তাদের আদর্শভাবে অগ্রাধিকার দেওয়া উচিত।
তহবিল ব্যবস্থাপকের অভিজ্ঞতা পরীক্ষা করুন
মিউচুয়াল ফান্ড স্কিমের পারফরম্যান্সের কৃতিত্ব ফান্ড ম্যানেজারের কাছে থাকে। ফান্ডের পোর্টফোলিওর জন্য বিনিয়োগের সিদ্ধান্ত নেওয়ার জন্য একজন ফান্ড ম্যানেজার দায়ী। সুতরাং, বিনিয়োগকারীদের নির্দিষ্ট তহবিল ব্যবস্থাপকের দ্বারা পরিচালিত তহবিলের কার্যক্ষমতার মধ্য দিয়ে যাওয়া উচিত, বিশেষ করে কঠিন বাজারের পর্যায়ে। তহবিল ব্যবস্থাপক একজন তহবিল ব্যবস্থাপকের জন্য যাচ্ছেন যিনি তার কর্মজীবনে সামঞ্জস্যপূর্ণ ছিলেন একটি পছন্দের পছন্দ।
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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