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શ્રેષ્ઠ સ્મોલ અને મિડકેપ ઇક્વિટી મ્યુચ્યુઅલ ફંડ્સ 2022
મિડ અને સ્મોલ કેપમ્યુચ્યુઅલ ફંડ લાંબા ગાળે સારો નફો કરવાની તેની સંભવિતતાને કારણે જાણીતી યોજના છે. આ ભંડોળને લાંબા ગાળાના રોકાણના લક્ષ્યો માટે શ્રેષ્ઠ સંપત્તિ સર્જન સાધન તરીકે પણ ગણવામાં આવે છે. રોકાણકારો તેમના વિવિધ લક્ષ્યોની યોજના બનાવી શકે છે જેમ કેનિવૃત્તિ આયોજન, બાળકનું ઉચ્ચ શિક્ષણ અથવા મકાન/કારની ખરીદી વગેરે. મધ્ય અનેસ્મોલ કેપ ફંડ્સ મ્યુચ્યુઅલ ફંડનો એક પ્રકાર છે જે મધ્યમથી નાની કદની કંપનીઓના શેરોમાં રોકાણ કરે છે.
આ ભંડોળને સામાન્ય રીતે એ સાથેની કંપનીઓ તરીકે વ્યાખ્યાયિત કરવામાં આવે છેબજાર INR 1000- 500 કરોડનું મૂડીકરણ (કંપની X બજાર ભાવ પ્રતિ શેર દ્વારા જારી કરાયેલા શેરની MC = સંખ્યા). પરંપરાગત રીતે, મિડ-કેપ્સ એ મધ્યમ કદની કંપનીઓ છે, જે જો સારી રીતે ચાલે છે અને સારી બિઝનેસ વ્યૂહરચના ધરાવે છે તો આવતીકાલની લીડર અથવા લાર્જ-કેપ્સ બની જશે. હકિકતમાં,મિડ-કેપ નીચા વ્યાજ દરો, નીચા ઈનપુટ ખર્ચ અને તેમાં સુધારાને કારણે શેરોએ વર્ષ 2015માં લાર્જ કેપ અને સ્મોલ કેપ બંને શેરોને પાછળ રાખી દીધા હતા.પાટનગર ઘટાડો BSE મિડ-કેપ અને BSE સ્મોલ-કેપ ઇન્ડેક્સ અનુક્રમે 7.43% અને 6.76% વધ્યો હતો, જ્યારે BSE સેન્સેક્સ સમાન સમયગાળા દરમિયાન 5.03% ઘટ્યો હતો.
રોકાણકારો કે જેઓ મિડ અને સ્મોલ કેપ ફંડ્સમાં રોકાણ કરવા આતુર છે, નીચે 2500 કરોડથી વધુની AUM કદ ધરાવતા ટોચના પરફોર્મિંગ ફંડ્સ છે.
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2022 માં રોકાણ કરવા માટે ટોચના 6 શ્રેષ્ઠ સ્મોલ અને મિડકેપ ફંડ્સ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) TATA Mid Cap Growth Fund Growth ₹417.04
↓ -8.18 ₹4,637 -3.7 8.7 30.9 18 24.7 40.5 Sundaram Small Cap Fund Growth ₹248.354
↓ -6.95 ₹3,503 -0.1 11.1 25.6 17.5 26.6 45.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Nov 24 છેલ્લું 3 વર્ષનું વળતર.
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a 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. 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 1. TATA Mid Cap Growth Fund
CAGR/Annualized return of 13.1% since its launch. Ranked 31 in Mid Cap category. Return for 2023 was 40.5% , 2022 was 0.6% and 2021 was 40% . TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (13 Nov 24) ₹417.04 ↓ -8.18 (-1.92 %) Net Assets (Cr) ₹4,637 on 30 Sep 24 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 2.68 Information Ratio -0.62 Alpha Ratio 3.66 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 Oct 19 ₹10,000 31 Oct 20 ₹10,566 31 Oct 21 ₹17,336 31 Oct 22 ₹17,658 31 Oct 23 ₹21,557 31 Oct 24 ₹30,578 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24 Duration Returns 1 Month -5.9% 3 Month -3.7% 6 Month 8.7% 1 Year 30.9% 3 Year 18% 5 Year 24.7% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 80% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 3.65 Yr. Data below for TATA Mid Cap Growth Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 28.09% Financial Services 19.25% Health Care 13.49% Consumer Cyclical 9.68% Basic Materials 7.96% Technology 5.18% Real Estate 5.17% Communication Services 3.06% Consumer Defensive 2.78% Energy 2.01% Utility 1.33% Asset Allocation
Asset Class Value Cash 1.98% Equity 98.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹155 Cr 1,300,000
↑ 94,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹151 Cr 250,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA3% ₹146 Cr 1,000,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 5333983% ₹142 Cr 700,000
↑ 25,000 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004803% ₹141 Cr 369,694 PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND3% ₹116 Cr 250,000 Thermax Ltd (Industrials)
Equity, Since 30 Apr 21 | THERMAX2% ₹111 Cr 217,412 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹110 Cr 1,000,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002572% ₹110 Cr 500,000 JSW Infrastructure Ltd (Industrials)
Equity, Since 30 Sep 23 | JSWINFRA2% ₹107 Cr 3,100,000 2. Sundaram Small Cap Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 19 in Small Cap category. Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (13 Nov 24) ₹248.354 ↓ -6.95 (-2.72 %) Net Assets (Cr) ₹3,503 on 30 Sep 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 2.21 Information Ratio -0.56 Alpha Ratio 3.53 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 Oct 19 ₹10,000 31 Oct 20 ₹10,284 31 Oct 21 ₹19,148 31 Oct 22 ₹19,764 31 Oct 23 ₹24,743 31 Oct 24 ₹34,258 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Nov 24 Duration Returns 1 Month -7.5% 3 Month -0.1% 6 Month 11.1% 1 Year 25.6% 3 Year 17.5% 5 Year 26.6% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 108.7% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2 Yr. Data below for Sundaram Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 21.4% Industrials 18.33% Consumer Cyclical 15.96% Health Care 8.42% Basic Materials 8.34% Technology 6.91% Consumer Defensive 6.06% Real Estate 4.14% Communication Services 3.5% Utility 1.79% Energy 1.06% Asset Allocation
Asset Class Value Cash 3.54% Equity 95.92% Debt 0.54% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹106 Cr 187,403
↑ 6,657 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹101 Cr 495,928
↓ -139,347 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹91 Cr 387,840 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹84 Cr 936,780 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹83 Cr 2,132,517 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 5329292% ₹81 Cr 570,602 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹76 Cr 18,825,767 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹75 Cr 339,385
↑ 339,385 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹74 Cr 467,145 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹73 Cr 989,246
↑ 54,681
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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