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2019 এর জন্য শীর্ষ 10 পারফরম্যান্স স্মল ক্যাপ তহবিল

Fincash »একত্রিত পুঁজি »শীর্ষ পারফর্মিং স্মল ক্যাপ তহবিল 2018

2019 এর জন্য শীর্ষ 10 পারফরম্যান্স স্মল ক্যাপ মিউচুয়াল ফান্ডগুলি

Updated on February 18, 2025 , 1317 views

ছোট ক্যাপএকত্রিত পুঁজি এমন প্রকল্পগুলির বিষয়ে উল্লেখ করুন যার বাজারে মূলধন ৫০০ কোটি টাকারও কম মূল্যের বাজার মূলধন সংস্থাগুলির শেয়ারে বিনিয়োগ করা হয় money এই বিভাগটি আরও মাইক্রো ক্যাপ এবং ন্যানো-ক্যাপ স্টকগুলিতে শ্রেণিবদ্ধ করা হয়েছে। এই সংস্থাগুলি যখন বাজার মূলধনের ভিত্তিতে শ্রেণিবিন্যাসের কথা আসে তখন পিরামিডের নীচের অংশটি তৈরি করে। এই স্কিমগুলি পোর্টফোলিওকে বৈচিত্র্যে আনতে সহায়তা করে এবং উচ্চ বিকাশের সম্ভাবনা রয়েছে। কিছু ক্ষেত্রে, এই সংস্থাগুলি তাদের তুলনায় আরও বেশি আয় করেছেবড় ক্যাপ ফান্ড। তবে এই সংস্থাগুলির ব্যর্থতার ঝুঁকিও বেশি। 2019 সালে, ছোট ক্যাপ স্টকগুলির পারফরম্যান্স খুব ভাল হয়েছে। এই তহবিলগুলি তাদের বিনিয়োগকারীদের জন্য যথেষ্ট পরিমাণ আয় করেছে। সুতরাং, আসুন আমরা কিছু শীর্ষ এবং সেরা পারফরম্যান্স দেখিছোট ক্যাপ ফান্ড পারফরম্যান্সের ভিত্তিতে 2019 (রিটার্ন)।

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পারফরম্যান্সের ভিত্তিতে 2019 এর জন্য সেরা 10 পারফর্মিং স্মল ক্যাপ তহবিল

FundNAVNet Assets (Cr)2023 (%)2022 (%)2021 (%)2020 (%)2019 (%)
IDBI Small Cap Fund Growth ₹27.6884
↑ 0.47
₹4914033.42.464.719
L&T Emerging Businesses Fund Growth ₹72.0931
↑ 1.09
₹17,38628.546.1177.415.5
Nippon India Small Cap Fund Growth ₹147.715
↑ 1.78
₹57,01026.148.96.574.329.2
DSP BlackRock Small Cap Fund  Growth ₹168.863
↑ 2.29
₹14,99625.641.20.558.933.1
Kotak Small Cap Fund Growth ₹230.516
↑ 2.09
₹16,45025.534.8-3.170.934.2
SBI Small Cap Fund Growth ₹152.329
↑ 0.76
₹31,22724.125.38.147.633.6
Franklin India Smaller Companies Fund Growth ₹150.827
↑ 0.94
₹12,86223.252.13.656.418.7
Aditya Birla Sun Life Small Cap Fund Growth ₹73.3604
↑ 0.74
₹4,58521.539.4-6.551.419.8
HDFC Small Cap Fund Growth ₹120.483
↑ 1.28
₹31,23020.444.84.664.920.2
Sundaram Small Cap Fund Growth ₹221.202
↑ 3.36
₹3,16819.145.3-2.160.326.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 25

2019 এর জন্য শীর্ষ এবং সেরা পারফর্মিং স্মল ক্যাপ মিউচুয়াল তহবিল

1. 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 14.2% since its launch.  Return for 2024 was 40% , 2023 was 33.4% and 2022 was 2.4% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (20 Feb 25) ₹27.6884 ↑ 0.47   (1.72 %)
Net Assets (Cr) ₹491 on 31 Jan 25
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 0.61
Information Ratio 0.24
Alpha Ratio 11.34
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

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 ₹543,623.
Net Profit of ₹243,623
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 20 Feb 25

DurationReturns
1 Month -15%
3 Month -13%
6 Month -15.3%
1 Year 6.5%
3 Year 17.3%
5 Year 23.7%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for IDBI Small Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. 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 20.1% since its launch.  Ranked 2 in Small Cap category.  Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (20 Feb 25) ₹72.0931 ↑ 1.09   (1.54 %)
Net Assets (Cr) ₹17,386 on 31 Dec 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio 1.32
Information Ratio 0.19
Alpha Ratio 3.87
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

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 ₹570,326.
Net Profit of ₹270,326
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 20 Feb 25

DurationReturns
1 Month -13.3%
3 Month -13.9%
6 Month -16.1%
1 Year -0.2%
3 Year 18.1%
5 Year 25.3%
10 Year
15 Year
Since launch 20.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for L&T Emerging Businesses Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. 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 20.5% since its launch.  Ranked 6 in Small Cap category.  Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (20 Feb 25) ₹147.715 ↑ 1.78   (1.22 %)
Net Assets (Cr) ₹57,010 on 31 Jan 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.26
Information Ratio 0.78
Alpha Ratio 3.88
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

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 ₹612,552.
Net Profit of ₹312,552
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 20 Feb 25

DurationReturns
1 Month -11.2%
3 Month -12.6%
6 Month -16.4%
1 Year 2.9%
3 Year 21.4%
5 Year 28.6%
10 Year
15 Year
Since launch 20.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Nippon India Small Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. 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 17.3% since its launch.  Ranked 7 in Small Cap category.  Return for 2024 was 25.6% , 2023 was 41.2% and 2022 was 0.5% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (20 Feb 25) ₹168.863 ↑ 2.29   (1.37 %)
Net Assets (Cr) ₹14,996 on 31 Jan 25
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.2
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

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 ₹543,623.
Net Profit of ₹243,623
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 20 Feb 25

DurationReturns
1 Month -10.9%
3 Month -11.1%
6 Month -14.6%
1 Year 2.3%
3 Year 16.6%
5 Year 23.8%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure

Data below for DSP BlackRock Small Cap Fund  as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. 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% since its launch.  Ranked 23 in Small Cap category.  Return for 2024 was 25.5% , 2023 was 34.8% and 2022 was -3.1% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (20 Feb 25) ₹230.516 ↑ 2.09   (0.92 %)
Net Assets (Cr) ₹16,450 on 31 Jan 25
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio 0.37
Information Ratio -0.36
Alpha Ratio 5.78
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

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 ₹543,623.
Net Profit of ₹243,623
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 20 Feb 25

DurationReturns
1 Month -11.5%
3 Month -13.4%
6 Month -15.9%
1 Year 4.1%
3 Year 13%
5 Year 23.5%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Kotak Small Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. 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 19.3% since its launch.  Ranked 4 in Small Cap category.  Return for 2024 was 24.1% , 2023 was 25.3% and 2022 was 8.1% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (20 Feb 25) ₹152.329 ↑ 0.76   (0.50 %)
Net Assets (Cr) ₹31,227 on 31 Jan 25
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 0.26
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

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 ₹518,033.
Net Profit of ₹218,033
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 20 Feb 25

DurationReturns
1 Month -9.5%
3 Month -12%
6 Month -15.3%
1 Year 1.4%
3 Year 14.4%
5 Year 21.5%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for SBI Small Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. 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 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% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (20 Feb 25) ₹150.827 ↑ 0.94   (0.62 %)
Net Assets (Cr) ₹12,862 on 31 Jan 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 0.16
Information Ratio 0.49
Alpha Ratio 2.19
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

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 ₹556,833.
Net Profit of ₹256,833
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 20 Feb 25

DurationReturns
1 Month -11%
3 Month -12.2%
6 Month -17.8%
1 Year -0.3%
3 Year 19.6%
5 Year 24.2%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Franklin India Smaller Companies Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. Aditya Birla Sun Life 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.

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.8% since its launch.  Ranked 1 in Small Cap category.  Return for 2024 was 21.5% , 2023 was 39.4% and 2022 was -6.5% .

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (20 Feb 25) ₹73.3604 ↑ 0.74   (1.02 %)
Net Assets (Cr) ₹4,585 on 31 Jan 25
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio -0.03
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.

DateValue

Aditya Birla Sun Life 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 Aditya Birla Sun Life 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 20 Feb 25

DurationReturns
1 Month -12%
3 Month -13.8%
6 Month -17.3%
1 Year -1.4%
3 Year 12.3%
5 Year 18%
10 Year
15 Year
Since launch 11.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 21.5%
2022 39.4%
2021 -6.5%
2020 51.4%
2019 19.8%
2018 -11.5%
2017 -22.6%
2016 56.7%
2015 9.7%
2014 13.4%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. 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 15.9% since its launch.  Ranked 9 in Small Cap category.  Return for 2024 was 20.4% , 2023 was 44.8% and 2022 was 4.6% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (20 Feb 25) ₹120.483 ↑ 1.28   (1.07 %)
Net Assets (Cr) ₹31,230 on 31 Jan 25
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio -0.1
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

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 ₹556,833.
Net Profit of ₹256,833
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 20 Feb 25

DurationReturns
1 Month -9.4%
3 Month -10.1%
6 Month -13.6%
1 Year -1.1%
3 Year 19.1%
5 Year 24.8%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for HDFC Small Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 16.7% since its launch.  Ranked 19 in Small Cap category.  Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (20 Feb 25) ₹221.202 ↑ 3.36   (1.54 %)
Net Assets (Cr) ₹3,168 on 31 Jan 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.13
Information Ratio -0.19
Alpha Ratio 1.36
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

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 ₹518,033.
Net Profit of ₹218,033
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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 20 Feb 25

DurationReturns
1 Month -10.7%
3 Month -11.4%
6 Month -14.1%
1 Year -1.8%
3 Year 16%
5 Year 21.6%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Sundaram Small Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

Disclaimer:
এখানে প্রদত্ত তথ্যগুলি নির্ভুল নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। তবে তথ্যের সঠিকতা সম্পর্কিত কোনও গ্যারান্টি দেওয়া হয় না। কোনও বিনিয়োগ করার আগে দয়া করে স্কিম তথ্য নথি দিয়ে যাচাই করুন।
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