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शीर्ष 6 सर्वश्रेष्ठ प्रदर्शन करने वाले स्मॉल एंड मिडकैप इक्विटी म्यूचुअल फंड 2022

फिनकैश »म्यूचुअल फंड्स »बेस्ट स्मॉल एंड मिडकैप फंड

बेस्ट स्मॉल एंड मिडकैप इक्विटी म्यूचुअल फंड 2022

Updated on March 28, 2025 , 2835 views

मिड और स्मॉल कैपम्यूचुअल फंड्स लंबे समय में अच्छा मुनाफा देने की क्षमता के कारण एक प्रसिद्ध योजना है। लंबी अवधि के निवेश लक्ष्यों के लिए इन फंडों को सबसे अच्छे धन सृजन साधनों में से एक माना जाता है। निवेशक अपने विभिन्न लक्ष्यों की योजना बना सकते हैं जैसेसेवानिवृत्ति योजना, बच्चे की उच्च शिक्षा या घर/कार आदि की खरीद। मध्य औरस्मॉल कैप फंड एक प्रकार के म्यूच्यूअल फण्ड हैं जो मध्यम से छोटे आकार की कंपनियों के शेयरों में निवेश करते हैं।

इन फंडों को आम तौर पर फर्मों के रूप में परिभाषित किया जाता हैमंडी INR 1000- 500 करोड़ का पूंजीकरण (MC = कंपनी द्वारा जारी किए गए शेयरों की संख्या X बाजार मूल्य प्रति शेयर)। परंपरागत रूप से, मिड-कैप मध्यम आकार की कंपनियां होती हैं, जो अगर अच्छी तरह से चलती हैं और एक अच्छी व्यावसायिक रणनीति होती है तो कल के नेता या लार्ज-कैप बन जाते हैं। वास्तव में,मध्यम दर्जे की कंपनियों के शेयर कम ब्याज दरों, कम इनपुट लागत और सुधार के कारण वर्ष 2015 में शेयरों ने लार्ज कैप और स्मॉल कैप दोनों शेयरों को पीछे छोड़ दिया।राजधानी कमी। बीएसई मिड-कैप और बीएसई स्मॉल-कैप इंडेक्स क्रमशः 7.43% और 6.76% बढ़े, जबकि इसी अवधि के दौरान बीएसई सेंसेक्स 5.03% गिर गया।

जो निवेशक मिड और स्मॉल कैप फंड में निवेश करने के इच्छुक हैं, वे नीचे 2500 करोड़ से अधिक के एयूएम आकार के साथ शीर्ष प्रदर्शन करने वाले फंड हैं।

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2022 में निवेश करने के लिए शीर्ष 6 सर्वश्रेष्ठ स्मॉल एंड मिडकैप फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
TATA Mid Cap Growth Fund Growth ₹389.341
↓ -2.17
₹3,955-8.1-15.46.81829.322.7
Sundaram Small Cap Fund Growth ₹224.297
↓ -0.07
₹2,763-13.3-17.2316.433.419.1
Aditya Birla Sun Life Small Cap Fund Growth ₹75.6666
↓ -0.03
₹4,054-14-18.34.614.330.321.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25
*उपरोक्त निधियों की सूची में 2,500 करोड़ से अधिक की शुद्ध संपत्ति है। पर छाँटा गयापिछले 3 साल का रिटर्न.

1. TATA Mid Cap Growth Fund

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 CAGR/Annualized return of 12.7% since its launch.  Ranked 31 in Mid Cap category.  Return for 2024 was 22.7% , 2023 was 40.5% and 2022 was 0.6% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (28 Mar 25) ₹389.341 ↓ -2.17   (-0.56 %)
Net Assets (Cr) ₹3,955 on 28 Feb 25
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.32
Information Ratio -0.99
Alpha Ratio -0.99
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹13,070
28 Feb 22₹15,829
28 Feb 23₹16,477
29 Feb 24₹24,895
28 Feb 25₹24,735

TATA Mid Cap Growth 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 TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25

DurationReturns
1 Month 7.9%
3 Month -8.1%
6 Month -15.4%
1 Year 6.8%
3 Year 18%
5 Year 29.3%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.7%
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%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 213.98 Yr.

Data below for TATA Mid Cap Growth Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials23.38%
Financial Services20.39%
Health Care14.75%
Consumer Cyclical10.86%
Basic Materials9.49%
Technology5.68%
Real Estate4.84%
Communication Services2.98%
Utility1.87%
Energy1.69%
Consumer Defensive1.13%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹145 Cr1,300,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 533398
3%₹127 Cr561,497
↓ -138,503
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
3%₹127 Cr1,800,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹127 Cr250,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
3%₹125 Cr600,000
↑ 100,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹117 Cr1,000,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI
3%₹112 Cr600,000
↑ 250,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
2%₹108 Cr369,694
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA
2%₹104 Cr1,100,000
↑ 100,000
Mphasis Ltd (Technology)
Equity, Since 31 Jul 24 | 526299
2%₹101 Cr353,648
↑ 3,648

2. 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 (28 Mar 25) ₹224.297 ↓ -0.07   (-0.03 %)
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹13,034
28 Feb 22₹17,480
28 Feb 23₹18,441
29 Feb 24₹28,128
28 Feb 25₹26,498

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 ₹689,048.
Net Profit of ₹389,048
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 28 Mar 25

DurationReturns
1 Month 7%
3 Month -13.3%
6 Month -17.2%
1 Year 3%
3 Year 16.4%
5 Year 33.4%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19.1%
2023 45.3%
2022 -2.1%
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Rohit Seksaria1 Nov 222.33 Yr.

Data below for Sundaram Small Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials20.93%
Financial Services17.7%
Consumer Cyclical17.05%
Basic Materials10.1%
Health Care8.7%
Technology4.98%
Consumer Defensive4.76%
Communication Services3.4%
Real Estate3.37%
Utility1.46%
Asset Allocation
Asset ClassValue
Cash4.32%
Equity95.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹87 Cr361,386
↓ -26,454
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM
3%₹86 Cr1,754,705
↑ 64,033
Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
2%₹74 Cr490,718
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹73 Cr483,211
↓ -31,978
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹73 Cr2,082,801
Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 543417
2%₹72 Cr1,031,166
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹68 Cr18,825,767
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | NAVINFLUOR
2%₹67 Cr161,159
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
2%₹67 Cr759,818
↑ 40,374
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹66 Cr936,780

3. 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 11.9% 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 (28 Mar 25) ₹75.6666 ↓ -0.03   (-0.04 %)
Net Assets (Cr) ₹4,054 on 28 Feb 25
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio -0.45
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
29 Feb 20₹10,000
28 Feb 21₹13,972
28 Feb 22₹16,750
28 Feb 23₹16,800
29 Feb 24₹24,663
28 Feb 25₹23,284

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 ₹642,208.
Net Profit of ₹342,208
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 28 Mar 25

DurationReturns
1 Month 8.6%
3 Month -14%
6 Month -18.3%
1 Year 4.6%
3 Year 14.3%
5 Year 30.3%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21.5%
2023 39.4%
2022 -6.5%
2021 51.4%
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Abhinav Khandelwal31 Oct 240.33 Yr.
Dhaval Joshi21 Nov 222.28 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials23.27%
Consumer Cyclical20.03%
Financial Services13.07%
Basic Materials11.62%
Health Care8.77%
Consumer Defensive6.83%
Technology5.85%
Real Estate5.33%
Utility0.95%
Asset Allocation
Asset ClassValue
Cash4.29%
Equity95.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR
3%₹133 Cr320,055
↓ -37,950
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | 532929
2%₹101 Cr862,251
↓ -14,396
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹97 Cr643,660
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹94 Cr73,267
↓ -31,000
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
2%₹91 Cr2,476,520
↓ -379,338
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX
2%₹88 Cr154,290
↑ 76,620
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹86 Cr760,011
↓ -97,043
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
2%₹81 Cr166,892
↓ -16,972
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL
2%₹79 Cr1,271,109
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 31 Aug 20 | 500040
2%₹73 Cr338,893
↑ 27,000

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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