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2022 માં રોકાણ કરવા માટે 10 શ્રેષ્ઠ પ્રદર્શન કરનાર સ્મોલ કેપ મ્યુચ્યુઅલ ફંડ્સ

ફિન્કેશ »મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ સ્મોલ કેપ મ્યુચ્યુઅલ ફંડ્સ

10 શ્રેષ્ઠ સ્મોલ કેપ મ્યુચ્યુઅલ ફંડ્સ 2022

Updated on December 20, 2024 , 82243 views

સ્મોલ કેપ્સને સામાન્ય રીતે એ સાથેની પેઢી તરીકે વ્યાખ્યાયિત કરવામાં આવે છેબજાર INR 500 કરોડ કરતાં ઓછાનું મૂડીકરણ (કંપની X બજાર કિંમત પ્રતિ શેર દ્વારા જારી કરાયેલા શેરની MC=સંખ્યા). સ્મોલ કેપ કંપનીઓ એ યુવા પેઢીઓ છે જે લાંબા ગાળે ટકાઉ વૃદ્ધિની મોટી સંભાવના ધરાવે છે. પરંતુ, મોટી અને ની સરખામણીમાં નાના કેપ્સ સાથે નિષ્ફળતાનું જોખમ વધારે છેમિડ-કેપ કંપનીઓ

benefits-of-small-cap-mutual-funds

ની સોધ મા હોવુશ્રેષ્ઠ સ્મોલ કેપ મ્યુચ્યુઅલ ફંડ્સ? સારું, સ્મોલ-કેપ ફંડ્સ લાંબા ગાળા માટે શ્રેષ્ઠ સંપત્તિ સર્જન સાધનો પૈકી એક છેનાણાકીય લક્ષ્યો. આ નાણાકીય લક્ષ્યોમાં બાળકનું શિક્ષણ શામેલ હોઈ શકે છે,નિવૃત્તિ આયોજન, વગેરે

જો કે, સ્મોલ-કેપ ફંડ્સ પોર્ટફોલિયોમાં વિવિધતા લાવવામાં મદદ કરે છે અને રોકાણકારો એકંદરે પોર્ટફોલિયોમાં નાની ફાળવણી (5-10%) લઈ શકે છે જે લાંબા રોકાણ સમયગાળામાં વધુ સારું પ્રદર્શન કરી શકે છે.

સ્મોલ કેપ મ્યુચ્યુઅલ ફંડ્સ શું છે?

સ્મોલ-કેપ્સને "સંપૂર્ણ માર્કેટ કેપિટલાઇઝેશનની દ્રષ્ટિએ 251મી કંપની" તરીકે વ્યાખ્યાયિત કરવામાં આવે છે. ધોરણો મુજબ, સ્મોલ-કેપ ફંડ્સના પોર્ટફોલિયોમાં તેની કુલ સંપત્તિના ઓછામાં ઓછા 65 ટકા સ્મોલ-કેપ શેરોમાં હોવા જોઈએ. રોકાણકારો લાંબા ગાળે તેમના વળતરને મહત્તમ કરવા ઈચ્છે છે, અને જેમની પાસે ઉચ્ચ-જોખમની ભૂખ, સ્મોલ-કેપ ફંડ્સમાં તેમના રોકાણની યોજના બનાવી શકે છે. સ્મોલ-કેપ્સની વોલેટિલિટીને સહન કરવામાં સક્ષમ હોવું જોઈએ. આ ફંડ્સ બુલ માર્કેટમાં સૌથી વધુ ઉછળી શકે છે અને રીંછ માર્કેટમાં સૌથી વધુ ઘટાડો પણ સહન કરી શકે છે. શ્રેષ્ઠ વળતર મેળવવા માટે, એરોકાણકાર ઓછામાં ઓછા ત્રણ-પાંચ વર્ષથી વધુ રોકાણ કરવું જોઈએ.

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જો આપણે સ્મોલ-કેપ ફંડ્સની ભૂતકાળની કામગીરી પર નજર કરીએ તો, 9મી જાન્યુઆરી 2012 સુધીમાં, સ્મોલ-કેપ ફંડ્સનું સરેરાશ ત્રણ વર્ષનું વળતર 25.5 ટકા હતું, જે મિડ અને સ્મોલ-કેપ ફંડ્સ દ્વારા 24 ટકા હતું. લાર્જ-કેપનું સરેરાશ ત્રણ વર્ષનું વળતરઇક્વિટી ફંડ્સ 9 જાન્યુઆરી 2012ના રોજ 17.518 ટકા હતો. સ્મોલ-કેપ સ્પેસમાં એવી ઘણી કંપનીઓ છે જે ભવિષ્યમાં સફળતાની ગાથા બનવાની ક્ષમતા ધરાવે છે.

નાણાકીય વર્ષ 22 - 23 માં રોકાણ કરવા માટે ટોચના 10 શ્રેષ્ઠ સ્મોલ કેપ ફંડ્સ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Small Cap Fund Growth ₹175.149
↓ -3.89
₹61,646-3.53.631.129.335.848.9
L&T Emerging Businesses Fund Growth ₹89.2118
↓ -1.79
₹16,920-0.36.432.827.331.846.1
DSP BlackRock Small Cap Fund  Growth ₹199.969
↓ -4.09
₹16,307-1.49.529.323.331.141.2
Kotak Small Cap Fund Growth ₹274.856
↓ -4.95
₹17,732-3.75.329.319.730.934.8
IDBI Small Cap Fund Growth ₹33.6557
↓ -0.54
₹4110.48.843.326.330.633.4
Franklin India Smaller Companies Fund Growth ₹179.247
↓ -3.58
₹14,045-3.90.627.227.629.652.1
HDFC Small Cap Fund Growth ₹139.012
↓ -3.03
₹33,842-1.94.923.824.829.644.8
Sundaram Small Cap Fund Growth ₹258.852
↓ -6.19
₹3,424-4.85.322.921.828.545.3
ICICI Prudential Smallcap Fund Growth ₹86.42
↓ -1.59
₹8,375-5.9-0.319.721.127.737.9
SBI Small Cap Fund Growth ₹179.026
↓ -3.80
₹33,285-4.12.128.521.127.425.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Dec 24
*ઉપર શ્રેષ્ઠ સ્મોલ કેપની યાદી છેમ્યુચ્યુઅલ ફંડ ઉપર ચોખ્ખી અસ્કયામતો/ AUM ધરાવતો100 કરોડ & પર છટણી કરેલ5 વર્ષCAGR પરત કરે છે.

1. 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 22.2% since its launch.  Ranked 6 in Small Cap category.  Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (20 Dec 24) ₹175.149 ↓ -3.89   (-2.18 %)
Net Assets (Cr) ₹61,646 on 30 Nov 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 1.72
Information Ratio 0.79
Alpha Ratio 5.3
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
30 Nov 19₹10,000
30 Nov 20₹12,157
30 Nov 21₹21,339
30 Nov 22₹24,664
30 Nov 23₹34,135
30 Nov 24₹45,838

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 ₹721,906.
Net Profit of ₹421,906
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 Dec 24

DurationReturns
1 Month 3.6%
3 Month -3.5%
6 Month 3.6%
1 Year 31.1%
3 Year 29.3%
5 Year 35.8%
10 Year
15 Year
Since launch 22.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.92 Yr.
Kinjal Desai25 May 186.53 Yr.

Data below for Nippon India Small Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials26.18%
Financial Services13.18%
Basic Materials12.06%
Consumer Cyclical11.88%
Technology9.71%
Consumer Defensive8.09%
Health Care7.17%
Communication Services1.9%
Utility1.79%
Energy1.7%
Real Estate0.59%
Asset Allocation
Asset ClassValue
Cash4.95%
Equity95.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,194 Cr6,650,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,145 Cr1,851,010
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
2%₹1,020 Cr4,472,130
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹908 Cr899,271
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹897 Cr2,499,222
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON
1%₹810 Cr512,355
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹794 Cr614,625
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹763 Cr9,100,000
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹761 Cr5,763,697
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA
1%₹752 Cr31,784,062

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 22.9% since its launch.  Ranked 2 in Small Cap category.  Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (20 Dec 24) ₹89.2118 ↓ -1.79   (-1.96 %)
Net Assets (Cr) ₹16,920 on 31 Oct 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio 1.51
Information Ratio 0.26
Alpha Ratio 2.49
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
30 Nov 19₹10,000
30 Nov 20₹10,894
30 Nov 21₹19,240
30 Nov 22₹21,023
30 Nov 23₹29,366
30 Nov 24₹38,725

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 ₹657,502.
Net Profit of ₹357,502
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 Dec 24

DurationReturns
1 Month 6.5%
3 Month -0.3%
6 Month 6.4%
1 Year 32.8%
3 Year 27.3%
5 Year 31.8%
10 Year
15 Year
Since launch 22.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.96 Yr.
Cheenu Gupta1 Oct 231.17 Yr.
Sonal Gupta1 Oct 231.17 Yr.

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

Equity Sector Allocation
SectorValue
Industrials31.33%
Consumer Cyclical15.35%
Financial Services14.41%
Basic Materials12.12%
Technology8.54%
Real Estate5.16%
Health Care3.86%
Consumer Defensive3.52%
Energy1.51%
Asset Allocation
Asset ClassValue
Cash1.78%
Equity98.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹458 Cr455,400
↓ -50,000
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
3%₹441 Cr1,607,279
Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -
2%₹410 Cr281,022
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹406 Cr2,444,924
↑ 127,474
BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE
2%₹395 Cr884,500
↑ 108,253
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹387 Cr2,473,042
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 500251
2%₹383 Cr537,550
↓ -42,850
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
2%₹341 Cr2,891,084
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹337 Cr11,291,100
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON
2%₹335 Cr238,273

3. 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 18.6% since its launch.  Ranked 7 in Small Cap category.  Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (20 Dec 24) ₹199.969 ↓ -4.09   (-2.00 %)
Net Assets (Cr) ₹16,307 on 30 Nov 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.19
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
30 Nov 19₹10,000
30 Nov 20₹12,943
30 Nov 21₹20,662
30 Nov 22₹22,033
30 Nov 23₹29,861
30 Nov 24₹38,118

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 ₹657,502.
Net Profit of ₹357,502
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 Dec 24

DurationReturns
1 Month 5.2%
3 Month -1.4%
6 Month 9.5%
1 Year 29.3%
3 Year 23.3%
5 Year 31.1%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 101.8%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1014.46 Yr.
Resham Jain16 Mar 186.72 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical31.74%
Basic Materials20.49%
Industrials16.97%
Health Care8.7%
Consumer Defensive7.34%
Financial Services4.08%
Technology3.74%
Communication Services1.09%
Utility0.2%
Asset Allocation
Asset ClassValue
Cash5.67%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
4%₹569 Cr7,937,996
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹508 Cr1,746,352
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹476 Cr9,260,495
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144
3%₹473 Cr6,500,000
↑ 203,304
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
3%₹431 Cr3,620,969
↑ 82,779
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹391 Cr2,500,000
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
2%₹379 Cr9,143,737
LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 532783
2%₹375 Cr9,623,118
↓ -376,882
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 523025
2%₹360 Cr1,629,601
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 524494
2%₹358 Cr2,254,904
↓ -86,395

4. 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 18.2% since its launch.  Ranked 23 in Small Cap category.  Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund
Growth
Launch Date 24 Feb 05
NAV (20 Dec 24) ₹274.856 ↓ -4.95   (-1.77 %)
Net Assets (Cr) ₹17,732 on 30 Nov 24
Category Equity - Small Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio 1.62
Information Ratio -0.75
Alpha Ratio 5.83
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
30 Nov 19₹10,000
30 Nov 20₹12,833
30 Nov 21₹22,884
30 Nov 22₹22,932
30 Nov 23₹29,052
30 Nov 24₹38,342

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 ₹642,208.
Net Profit of ₹342,208
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 Dec 24

DurationReturns
1 Month 3.2%
3 Month -3.7%
6 Month 5.3%
1 Year 29.3%
3 Year 19.7%
5 Year 30.9%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 74%
Fund Manager information for Kotak Small Cap Fund
NameSinceTenure
Harish Bihani20 Oct 231.12 Yr.

Data below for Kotak Small Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials33%
Consumer Cyclical20.66%
Basic Materials14.66%
Health Care13.16%
Technology3.54%
Real Estate3.51%
Financial Services3.51%
Consumer Defensive3.23%
Communication Services2.54%
Asset Allocation
Asset ClassValue
Cash2.18%
Equity97.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT
3%₹583 Cr3,174,852
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE
3%₹557 Cr3,559,792
Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 532548
3%₹539 Cr6,353,571
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI
3%₹489 Cr1,328,764
Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO
3%₹471 Cr2,518,929
↓ -97,744
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 543308
3%₹441 Cr8,096,930
Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 543350
2%₹439 Cr4,397,621
Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 543358
2%₹395 Cr2,596,496
Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD
2%₹387 Cr3,427,766
V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | VMART
2%₹384 Cr902,098

5. 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 17.6% since its launch.  Return for 2023 was 33.4% , 2022 was 2.4% and 2021 was 64.7% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (20 Dec 24) ₹33.6557 ↓ -0.54   (-1.59 %)
Net Assets (Cr) ₹411 on 30 Nov 24
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 2.03
Information Ratio 0.03
Alpha Ratio 10.9
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
30 Nov 19₹10,000
30 Nov 20₹11,205
30 Nov 21₹19,152
30 Nov 22₹21,049
30 Nov 23₹26,022
30 Nov 24₹37,374

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 ₹642,208.
Net Profit of ₹342,208
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 Dec 24

DurationReturns
1 Month 5.8%
3 Month 0.4%
6 Month 8.8%
1 Year 43.3%
3 Year 26.3%
5 Year 30.6%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.4%
2022 2.4%
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
2014
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Nikhil Rungta1 Jul 240.42 Yr.
Mahesh Bendre1 Jul 240.42 Yr.

Data below for IDBI Small Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials37.66%
Consumer Cyclical15.15%
Basic Materials12.28%
Health Care7.12%
Technology5.65%
Utility5%
Financial Services4.58%
Consumer Defensive4.27%
Real Estate2.79%
Communication Services2.2%
Asset Allocation
Asset ClassValue
Cash2.85%
Equity97.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 534600
3%₹13 Cr1,263,574
↑ 291,276
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
3%₹11 Cr142,830
↓ -8,310
Kilburn Engineering Ltd (Industrials)
Equity, Since 30 Nov 24 | 522101
3%₹11 Cr215,000
↑ 215,000
Himatsingka Seide Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HIMATSEIDE
2%₹10 Cr545,700
TD Power Systems Ltd (Industrials)
Equity, Since 31 Aug 23 | TDPOWERSYS
2%₹10 Cr224,441
Artemis Medicare Services Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Oct 23 | 542919
2%₹10 Cr296,517
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG
2%₹10 Cr86,263
Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Sep 23 | PPLPHARMA
2%₹10 Cr358,586
Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 500655
2%₹10 Cr19,459
↓ -8,280
Hi-Tech Pipes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | HITECH
2%₹10 Cr582,210

6. 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 16.5% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (20 Dec 24) ₹179.247 ↓ -3.58   (-1.96 %)
Net Assets (Cr) ₹14,045 on 30 Nov 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.42
Information Ratio 0.16
Alpha Ratio 1.2
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
30 Nov 19₹10,000
30 Nov 20₹11,034
30 Nov 21₹18,187
30 Nov 22₹19,620
30 Nov 23₹27,946
30 Nov 24₹36,275

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 ₹627,226.
Net Profit of ₹327,226
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 Dec 24

DurationReturns
1 Month 4.4%
3 Month -3.9%
6 Month 0.6%
1 Year 27.2%
3 Year 27.6%
5 Year 29.6%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.84 Yr.
Sandeep Manam18 Oct 213.12 Yr.
Akhil Kalluri8 Sep 222.23 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials25.32%
Financial Services18.01%
Consumer Cyclical13.73%
Health Care9.23%
Basic Materials8.71%
Technology5.59%
Real Estate4.72%
Consumer Defensive4.37%
Utility2.71%
Energy0.86%
Communication Services0.16%
Asset Allocation
Asset ClassValue
Cash5.42%
Equity94.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹456 Cr3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
3%₹377 Cr8,473,781
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹366 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹348 Cr15,398,917
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹336 Cr48,064,081
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹326 Cr4,963,469
↓ -2,000,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹284 Cr1,448,723
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹270 Cr6,900,000
360 One Wam Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | 360ONE
2%₹267 Cr2,452,684
Amara Raja Energy & Mobility Ltd (Industrials)
Equity, Since 31 Dec 23 | 500008
2%₹253 Cr1,819,819

7. 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 17.1% since its launch.  Ranked 9 in Small Cap category.  Return for 2023 was 44.8% , 2022 was 4.6% and 2021 was 64.9% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (20 Dec 24) ₹139.012 ↓ -3.03   (-2.13 %)
Net Assets (Cr) ₹33,842 on 30 Nov 24
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio 1.36
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
30 Nov 19₹10,000
30 Nov 20₹10,999
30 Nov 21₹18,727
30 Nov 22₹20,683
30 Nov 23₹28,599
30 Nov 24₹36,115

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 ₹627,226.
Net Profit of ₹327,226
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 Dec 24

DurationReturns
1 Month 3.7%
3 Month -1.9%
6 Month 4.9%
1 Year 23.8%
3 Year 24.8%
5 Year 29.6%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.8%
2022 4.6%
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
2014 51.5%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 1410.44 Yr.
Dhruv Muchhal22 Jun 231.45 Yr.

Data below for HDFC Small Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials26.57%
Consumer Cyclical18.59%
Technology13.98%
Health Care10.99%
Financial Services10.42%
Basic Materials7.39%
Communication Services2.79%
Consumer Defensive2.04%
Utility0.43%
Asset Allocation
Asset ClassValue
Cash6.78%
Equity93.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
6%₹1,997 Cr58,686,126
↓ -772,429
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹1,082 Cr3,718,907
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
3%₹1,075 Cr42,828,792
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
3%₹1,052 Cr23,670,534
↑ 250,000
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
3%₹852 Cr13,917,530
↑ 37,641
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 532843
2%₹778 Cr12,453,275
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
2%₹771 Cr5,824,193
↓ -200,000
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
2%₹706 Cr5,472,939
↓ -150,000
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹694 Cr2,350,662
PVR INOX Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX
2%₹644 Cr4,101,954

8. 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 17.8% since its launch.  Ranked 19 in Small Cap category.  Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (20 Dec 24) ₹258.852 ↓ -6.19   (-2.33 %)
Net Assets (Cr) ₹3,424 on 30 Nov 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 1.4
Information Ratio -0.59
Alpha Ratio 0.85
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
30 Nov 19₹10,000
30 Nov 20₹11,636
30 Nov 21₹19,239
30 Nov 22₹20,068
30 Nov 23₹27,300
30 Nov 24₹34,272

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 ₹612,552.
Net Profit of ₹312,552
Invest Now

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 Dec 24

DurationReturns
1 Month 3.7%
3 Month -4.8%
6 Month 5.3%
1 Year 22.9%
3 Year 21.8%
5 Year 28.5%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Seksaria1 Nov 222.08 Yr.

Data below for Sundaram Small Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services20.64%
Industrials19.07%
Consumer Cyclical15%
Health Care8.9%
Basic Materials8.81%
Technology7.23%
Consumer Defensive6.08%
Communication Services3.59%
Real Estate3.42%
Utility1.7%
Energy0.95%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.39%
Debt0.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹119 Cr182,432
↓ -4,971
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
2%₹86 Cr387,840
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹83 Cr2,132,517
Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
2%₹75 Cr490,718
↑ 23,573
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM
2%₹75 Cr1,690,672
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹75 Cr936,780
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹74 Cr434,018
↓ -61,910
Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 543417
2%₹74 Cr989,246
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹72 Cr18,825,767
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 532929
2%₹64 Cr545,048
↓ -25,554

9. ICICI Prudential Smallcap Fund

(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 CAGR/Annualized return of 13.4% since its launch.  Ranked 26 in Small Cap category.  Return for 2023 was 37.9% , 2022 was 5.7% and 2021 was 61% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (20 Dec 24) ₹86.42 ↓ -1.59   (-1.81 %)
Net Assets (Cr) ₹8,375 on 30 Nov 24
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio 1.15
Information Ratio -0.59
Alpha Ratio -2.41
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
30 Nov 19₹10,000
30 Nov 20₹11,584
30 Nov 21₹19,992
30 Nov 22₹21,608
30 Nov 23₹27,846
30 Nov 24₹34,469

ICICI Prudential Smallcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for ICICI Prudential Smallcap 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 Dec 24

DurationReturns
1 Month 2.1%
3 Month -5.9%
6 Month -0.3%
1 Year 19.7%
3 Year 21.1%
5 Year 27.7%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.9%
2022 5.7%
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
2014 50.6%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Anish Tawakley18 Sep 231.21 Yr.
Sri Sharma18 Sep 231.21 Yr.
Sharmila D’mello30 Jun 222.42 Yr.

Data below for ICICI Prudential Smallcap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Basic Materials22.14%
Industrials22.04%
Consumer Cyclical12.41%
Financial Services7.15%
Health Care6.32%
Utility4.15%
Consumer Defensive3%
Technology2.44%
Real Estate2.27%
Communication Services1.61%
Energy0.23%
Asset Allocation
Asset ClassValue
Cash16.25%
Equity83.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Jan 24 | 532702
3%₹249 Cr6,386,844
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT
3%₹215 Cr593,777
TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 520056
2%₹190 Cr152,300
Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT
2%₹182 Cr992,257
Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 500480
2%₹175 Cr500,956
Gillette India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | GILLETTE
2%₹174 Cr174,908
Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | 533248
2%₹171 Cr8,646,517
↑ 861,705
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL
2%₹170 Cr324,908
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 532538
2%₹166 Cr149,768
Kesoram Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | KESORAMIND
2%₹159 Cr7,538,679

10. 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 20.8% since its launch.  Ranked 4 in Small Cap category.  Return for 2023 was 25.3% , 2022 was 8.1% and 2021 was 47.6% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (20 Dec 24) ₹179.026 ↓ -3.80   (-2.08 %)
Net Assets (Cr) ₹33,285 on 30 Nov 24
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 1.48
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
30 Nov 19₹10,000
30 Nov 20₹12,462
30 Nov 21₹19,330
30 Nov 22₹21,618
30 Nov 23₹26,000
30 Nov 24₹33,253

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 ₹598,181.
Net Profit of ₹298,181
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 Dec 24

DurationReturns
1 Month 3.5%
3 Month -4.1%
6 Month 2.1%
1 Year 28.5%
3 Year 21.1%
5 Year 27.4%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 110.7%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 1311.05 Yr.
Pradeep Kesavan31 Dec 230.92 Yr.
Mohan Lal1 May 240.59 Yr.

Data below for SBI Small Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials30.8%
Consumer Cyclical20.99%
Financial Services14.42%
Basic Materials9.14%
Consumer Defensive5.32%
Health Care2.18%
Communication Services1.85%
Real Estate1.65%
Asset Allocation
Asset ClassValue
Cash13.63%
Equity86.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
3%₹1,025 Cr5,531,552
DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS
3%₹989 Cr3,300,000
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹929 Cr34,595,699
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL
3%₹901 Cr7,900,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
3%₹865 Cr9,716,991
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY
2%₹800 Cr9,324,049
SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC
2%₹776 Cr89,318,180
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
2%₹772 Cr43,000,000
Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | TRITURBINE
2%₹757 Cr9,855,433
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL
2%₹754 Cr7,700,000

તમારે સ્મોલ કેપ ફંડ્સમાં શા માટે રોકાણ કરવું જોઈએ?

કેટલાકરોકાણના ફાયદા સ્મોલ-કેપ ફંડમાં છે:

  • સ્મોલ કેપ્સ મોટા કેપ્સ કરતાં વધુ લવચીક હોય છે. નાની કંપનીઓ મોટી કંપનીઓ કરતાં ફેરફારોને ઝડપથી સ્વીકારી શકે છે, તેથી તેઓ વિસ્ફોટક વૃદ્ધિ દર્શાવી શકે છે
  • આ સમયે,સ્મોલ કેપ ફંડ્સ કરતાં વધુ સારું પ્રદર્શન કરવાનું વલણ ધરાવે છેલાર્જ કેપ ફંડ્સ, પરંતુ તેમની અસ્થિરતા ઘણી વધારે હોઈ શકે છે
  • આ કંપનીઓ તેમના વિકાસના પ્રારંભિક તબક્કે હોવાથી, તેઓ ઝડપથી વિકાસ કરી શકે છે
  • સ્મોલ કેપ શેરોની કિંમત મિડ કેપ અને લાર્જ કેપ શેરો કરતા ઓછી હોય છે
  • ઉચ્ચ જોખમ સાથે ઉચ્ચ વળતર મેળવવાની સંભાવના છે

benefits-of-small-cap-mutual-funds

સ્મોલ કેપ મ્યુચ્યુઅલ ફંડમાં કોણે રોકાણ કરવું જોઈએ

જેમ કે સ્મોલ-કેપ ફંડ્સ સ્મોલ-કેપ શેરોમાં અને સ્ટાર્ટઅપ્સ જેવી નાની કંપનીઓમાં રોકાણ કરે છે, તેમની પાસે ભાવિ વૃદ્ધિની વિશાળ સંભાવના છે. પરંતુ, હકીકત એ છે કે સ્મોલ કેપ્સનું વળતર ઉચ્ચ અસ્થિરતાને આધિન છે. આમ, કેટલાક સ્મોલ-કેપ શેરો તમારી સંપત્તિને નષ્ટ કરી શકે છે. જો કે, બીજી બાજુ, સ્મોલ કેપ્સ પણ ભવિષ્યમાં તમારા રોકાણને બમણું કરી શકે છે.

કંપનીઓના સ્વભાવને કારણે, સ્મોલ કેપ્સ વધતા બજારમાં આગળ વધી શકે છે અને તે પણ કરી શકે છેઅંડરપરફોર્મ મંદી દરમિયાન. આથી રોકાણકારો કે જેઓ તેમના રોકાણમાં ઉચ્ચ સ્તરનું જોખમ સહન કરી શકે છે, તેઓએ જ વિચારવું જોઈએરોકાણ સ્મોલ કેપ ફંડ્સમાં. તમે ખરાબ બજાર તબક્કામાં પતન સહન કરવા સક્ષમ હોવા જોઈએ. જો તમે આવા ઉચ્ચ જોખમવાળા ફંડમાં રોકાણ કરવાનું વિચારી રહ્યા હોવ, તો તમારા રોકાણની યોજના લાંબા ગાળા માટે, એટલે કે, અંદાજે પાંચ વર્ષથી વધુ સમય માટે કરવાનું સૂચન કરવામાં આવે છે. તમે ઇક્વિટી માર્કેટમાં જેટલા લાંબા સમય સુધી રોકાણ કરશો, સારો નફો મેળવવાની તકો વધારે છે.

સ્મોલ કેપ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?

  1. Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

  2. તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

  3. દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!

    શરૂ કરો

શ્રેષ્ઠ સ્મોલ કેપ ઇક્વિટી ફંડમાં રોકાણ કરવા માટેની ટિપ્સ

જ્યારે સ્મોલ-કેપ ફંડ્સમાં રોકાણ કરવાની યોજના ઘડી રહ્યા હોય, ત્યારે અહીં કેટલાક મહત્વપૂર્ણ પરિમાણો છે જે તમારે રોકાણમાં ઝંપલાવતા પહેલા ધ્યાનમાં લેવાની જરૂર છે.

ભૂતકાળના પ્રદર્શનનું મૂલ્યાંકન કરો

આદર્શરીતે, જ્યારે પણ તમે મ્યુચ્યુઅલ ફંડ સ્કીમમાં રોકાણ કરવાનું આયોજન કરો છો, ત્યારે તમારે ફંડના ભૂતકાળના પ્રદર્શનનું સંપૂર્ણ મૂલ્યાંકન કરવું જોઈએ. પાછલા પાંચ વર્ષનું વળતર લો અને અન્ય સારા ફંડ્સ સાથે તેની સરખામણી કરવાનો પ્રયાસ કરો. ફંડ બજારની તમામ પરિસ્થિતિઓમાં તેના પ્રદર્શનમાં સુસંગત હોવું જોઈએ. ઉપરાંત, તપાસો કે ફંડ તેના બેન્ચમાર્કને હરાવવા સક્ષમ છે કે નહીં.

સ્કીમ ગુણવત્તાયુક્ત ફંડ હાઉસની હોવી જોઈએ

તમે જે ફંડ હાઉસમાં રોકાણ કરવા ઈચ્છો છો તેની ગુણવત્તા અને પ્રતિષ્ઠાને હંમેશા જોવાનું સૂચન કરવામાં આવે છે. લાંબા સમયથી રેકોર્ડ ધરાવતું ફંડ હાઉસ, મેનેજમેન્ટ હેઠળની મોટી અસ્કયામતો, સ્ટાર ફંડ્સ અથવા સારું પ્રદર્શન કરતા ફંડ વગેરે, તે એક છે. રોકાણ કરવા માટે. નાણાકીય ઉદ્યોગમાં સતત ટ્રેક રેકોર્ડ સાથે મજબૂત હાજરી ધરાવતા ફંડ હાઉસને આદર્શ રીતે પ્રાધાન્ય આપવું જોઈએ.

ફંડ મેનેજરનો અનુભવ તપાસો

મ્યુચ્યુઅલ ફંડ સ્કીમની કામગીરીનો શ્રેય ફંડ મેનેજરને રહેલો છે. ફંડના પોર્ટફોલિયો માટે રોકાણના નિર્ણયો લેવા માટે ફંડ મેનેજર જવાબદાર છે. તેથી, રોકાણકારોએ ચોક્કસ ફંડ મેનેજર દ્વારા સંચાલિત ભંડોળના પ્રદર્શનમાંથી પસાર થવું જોઈએ, ખાસ કરીને મુશ્કેલ બજારના તબક્કા દરમિયાન. ફંડ મેનેજર એવા ફંડ મેનેજર માટે જવું કે જે તેની કારકિર્દીમાં સતત કામ કરે છે તે પસંદગીની પસંદગી છે.

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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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Mohd Alvi, posted on 12 Feb 22 10:49 PM

Good n nice

Unknown, posted on 22 Jan 19 4:38 PM

I believe SBI small cap fund is the best to get good returns in long run.

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