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बेस्ट स्मॉल एंड मिडकैप इक्विटी म्यूचुअल फंड 2022
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) TATA Mid Cap Growth Fund Growth ₹414.37
↓ -3.76 ₹4,444 -4.4 3.8 29.7 18.7 24.5 40.5 Sundaram Small Cap Fund Growth ₹246.927
↓ -2.69 ₹3,450 -4.8 6.3 21.3 17.8 26.9 45.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 24 पिछले 3 साल का रिटर्न.
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 (21 Nov 24) ₹414.37 ↓ -3.76 (-0.90 %) Net Assets (Cr) ₹4,444 on 31 Oct 24 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 2.09 Information Ratio -0.7 Alpha Ratio 1.62 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 21 Nov 24 Duration Returns 1 Month -5.7% 3 Month -4.4% 6 Month 3.8% 1 Year 29.7% 3 Year 18.7% 5 Year 24.5% 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 31 Oct 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 17.6% 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 (21 Nov 24) ₹246.927 ↓ -2.69 (-1.08 %) Net Assets (Cr) ₹3,450 on 31 Oct 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 1.98 Information Ratio -0.55 Alpha Ratio 2.84 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 21 Nov 24 Duration Returns 1 Month -7% 3 Month -4.8% 6 Month 6.3% 1 Year 21.3% 3 Year 17.8% 5 Year 26.9% 10 Year 15 Year Since launch 17.6% 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 31 Oct 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
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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