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Top 10 Equity - Small Cap Funds
സ്മോൾ ക്യാപ്സ് സാധാരണയായി നിർവചിക്കപ്പെടുന്നത് a ഉള്ള സ്ഥാപനങ്ങൾ എന്നാണ്വിപണി 500 കോടി രൂപയിൽ താഴെയുള്ള മൂലധനവൽക്കരണം (എംസി=കമ്പനി ഇഷ്യൂ ചെയ്യുന്ന ഓഹരികളുടെ എണ്ണം X മാർക്കറ്റ് വില) ദീർഘകാലാടിസ്ഥാനത്തിൽ സുസ്ഥിരമായ വളർച്ചയ്ക്ക് വലിയ സാധ്യതയുള്ള യുവ സ്ഥാപനങ്ങളാണ് സ്മോൾ ക്യാപ് കമ്പനികൾ. പക്ഷേ, വലിയ തോതിലുള്ളതിനെ അപേക്ഷിച്ച് ചെറിയ തൊപ്പികളിൽ പരാജയപ്പെടാനുള്ള സാധ്യത കൂടുതലാണ്മിഡ് ക്യാപ് കമ്പനികൾ.
ഇതിനായി തിരയുന്നുമികച്ച സ്മോൾ ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ? കൊള്ളാം, സ്മോൾ ക്യാപ് ഫണ്ടുകൾ ദീർഘകാലത്തേക്കുള്ള മികച്ച സമ്പത്ത് സൃഷ്ടിക്കൽ ഉപകരണങ്ങളിലൊന്നാണ്സാമ്പത്തിക ലക്ഷ്യങ്ങൾ. ഈ സാമ്പത്തിക ലക്ഷ്യങ്ങളിൽ കുട്ടിയുടെ വിദ്യാഭ്യാസം ഉൾപ്പെട്ടേക്കാം,വിരമിക്കൽ ആസൂത്രണം, തുടങ്ങിയവ.
എന്നിരുന്നാലും, സ്മോൾ ക്യാപ് ഫണ്ടുകൾ പോർട്ട്ഫോളിയോകൾ വൈവിധ്യവത്കരിക്കാൻ സഹായിക്കുന്നു, കൂടാതെ നിക്ഷേപകർക്ക് മൊത്തത്തിലുള്ള പോർട്ട്ഫോളിയോയിൽ ഒരു ചെറിയ വിഹിതം (5-10%) എടുക്കാം, അത് ദീർഘകാല നിക്ഷേപ കാലയളവിൽ മികച്ച പ്രകടനം കാഴ്ചവെക്കും.
സ്മോൾ-ക്യാപ്സ് നിർവചിക്കപ്പെട്ടിരിക്കുന്നത് "പൂർണ്ണമായ വിപണി മൂലധനത്തിന്റെ അടിസ്ഥാനത്തിൽ 251-ാമത്തെ കമ്പനി" എന്നാണ്. മാനദണ്ഡങ്ങൾ അനുസരിച്ച്, സ്മോൾ ക്യാപ് ഫണ്ടുകളുടെ പോർട്ട്ഫോളിയോയ്ക്ക് സ്മോൾ ക്യാപ് സ്റ്റോക്കുകളിൽ അതിന്റെ മൊത്തം ആസ്തിയുടെ 65 ശതമാനമെങ്കിലും ഉണ്ടായിരിക്കണം. ദീർഘകാലാടിസ്ഥാനത്തിൽ തങ്ങളുടെ വരുമാനം പരമാവധിയാക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർ, ഉയർന്ന വരുമാനമുള്ളവർറിസ്ക് വിശപ്പ്, സ്മോൾ ക്യാപ് ഫണ്ടുകളിൽ അവരുടെ നിക്ഷേപങ്ങൾ ആസൂത്രണം ചെയ്യാൻ കഴിയും. സ്മോൾ ക്യാപ്സിന്റെ ചാഞ്ചാട്ടം സഹിക്കാൻ ഒരാൾക്ക് കഴിയണം. ഈ ഫണ്ടുകൾക്ക് ഒരു ബുൾ മാർക്കറ്റിൽ ഏറ്റവും കൂടുതൽ ഉയരാനും കരടി വിപണിയിലെ ഏറ്റവും കുത്തനെയുള്ള തകർച്ച നേരിടാനും കഴിയും. ഒപ്റ്റിമൽ റിട്ടേൺസ് നേടുന്നതിന്, ഒരുനിക്ഷേപകൻ കുറഞ്ഞത് മൂന്ന്-അഞ്ച് വർഷത്തിൽ കൂടുതൽ നിക്ഷേപിക്കണം.
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സ്മോൾ ക്യാപ് ഫണ്ടുകളുടെ മുൻകാല പ്രകടനം നോക്കുകയാണെങ്കിൽ, 2012 ജനുവരി 9 വരെ, സ്മോൾ ക്യാപ് ഫണ്ടുകളുടെ ശരാശരി മൂന്ന് വർഷത്തെ വരുമാനം മിഡ്, സ്മോൾ ക്യാപ് ഫണ്ടുകളുടെ 24 ശതമാനവുമായി താരതമ്യം ചെയ്യുമ്പോൾ 25.5 ശതമാനമാണ്. വലിയ ക്യാപ്പിന്റെ ശരാശരി മൂന്ന് വർഷത്തെ വരുമാനംഇക്വിറ്റി ഫണ്ടുകൾ 2012 ജനുവരി 9ന് 17.518 ശതമാനമായിരുന്നു. ഭാവിയിൽ വിജയഗാഥകളാകാൻ സാധ്യതയുള്ള നിരവധി സ്ഥാപനങ്ങൾ സ്മോൾ ക്യാപ് സ്പെയ്സിലുണ്ട്.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Small Cap Fund Growth ₹174.957
↑ 0.19 ₹61,027 -2.6 11.3 35.3 28.6 35.5 48.9 L&T Emerging Businesses Fund Growth ₹87.5043
↑ 0.26 ₹17,306 -0.2 13.9 33.4 26.2 31.1 46.1 Kotak Small Cap Fund Growth ₹273.599
↓ -0.62 ₹17,593 -1.7 13.4 32.8 18.5 30.6 34.8 DSP BlackRock Small Cap Fund Growth ₹195.82
↓ -0.25 ₹16,147 -2.8 17 27.8 22.1 30.5 41.2 IDBI Small Cap Fund Growth ₹33.2548
↑ 0.12 ₹386 -0.3 18.8 44.2 25.2 30 33.4 Franklin India Smaller Companies Fund Growth ₹178.73
↑ 0.24 ₹13,944 -3.6 9.1 30.8 25.9 29.4 52.1 HDFC Small Cap Fund Growth ₹138.965
↑ 0.43 ₹33,504 -1.5 12 28 24.4 29.2 44.8 ICICI Prudential Smallcap Fund Growth ₹87.07
↑ 0.09 ₹8,435 -4.1 6.3 24.5 19.7 28.1 37.9 Sundaram Small Cap Fund Growth ₹258.316
↑ 1.05 ₹3,450 -1.6 11.1 26.4 20.7 27.9 45.3 SBI Small Cap Fund Growth ₹177.665
↓ -0.03 ₹33,107 -3 9.8 28.7 19.9 27.1 25.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Nov 24 100 കോടി
& അടുക്കി5 വർഷംസിഎജിആർ മടങ്ങുന്നു
.
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 Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on 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 Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on (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 Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (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 Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on 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 Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on 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 Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on (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 Below is the key information for ICICI Prudential Smallcap 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 (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 Below is the key information for SBI Small Cap Fund Returns up to 1 year are on 1. Nippon India Small Cap Fund
CAGR/Annualized
return of 22.3% since its launch. Ranked 6 in Small Cap
category. Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (28 Nov 24) ₹174.957 ↑ 0.19 (0.11 %) Net Assets (Cr) ₹61,027 on 31 Oct 24 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 2.23 Information Ratio 0.95 Alpha Ratio 6.45 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,780 31 Oct 21 ₹21,000 31 Oct 22 ₹24,010 31 Oct 23 ₹31,500 31 Oct 24 ₹46,003 Returns for Nippon India Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Nov 24 Duration Returns 1 Month 1.9% 3 Month -2.6% 6 Month 11.3% 1 Year 35.3% 3 Year 28.6% 5 Year 35.5% 10 Year 15 Year Since launch 22.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Samir Rachh 2 Jan 17 7.84 Yr. Kinjal Desai 25 May 18 6.44 Yr. Data below for Nippon India Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 26.53% Financial Services 13.41% Basic Materials 12.59% Consumer Cyclical 12.01% Technology 9.17% Consumer Defensive 8.08% Health Care 7.17% Communication Services 1.91% Utility 1.83% Energy 0.83% Real Estate 0.59% Asset Allocation
Asset Class Value Cash 5.18% Equity 94.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,206 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,154 Cr 6,650,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA2% ₹1,120 Cr 2,499,222 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹905 Cr 899,271 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹864 Cr 4,472,130 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹827 Cr 614,625 Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET1% ₹773 Cr 5,763,697 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹746 Cr 9,100,000 Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP1% ₹745 Cr 642,476
↓ -7,968 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON1% ₹720 Cr 512,355 2. L&T Emerging Businesses Fund
CAGR/Annualized
return of 22.8% since its launch. Ranked 2 in Small Cap
category. Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (28 Nov 24) ₹87.5043 ↑ 0.26 (0.30 %) Net Assets (Cr) ₹17,306 on 30 Sep 24 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio 2 Information Ratio 0.27 Alpha Ratio 0.52 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,544 31 Oct 21 ₹18,715 31 Oct 22 ₹20,605 31 Oct 23 ₹26,571 31 Oct 24 ₹37,901 Returns for L&T Emerging Businesses Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Nov 24 Duration Returns 1 Month 3.8% 3 Month -0.2% 6 Month 13.9% 1 Year 33.4% 3 Year 26.2% 5 Year 31.1% 10 Year 15 Year Since launch 22.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Venugopal Manghat 17 Dec 19 4.88 Yr. Cheenu Gupta 1 Oct 23 1.09 Yr. Sonal Gupta 1 Oct 23 1.09 Yr. Data below for L&T Emerging Businesses Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 32.47% Consumer Cyclical 15.46% Basic Materials 13.32% Financial Services 12.83% Technology 8.01% Real Estate 5.56% Health Care 3.49% Consumer Defensive 3.47% Energy 1.41% Asset Allocation
Asset Class Value Cash 1.98% Equity 98.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS3% ₹482 Cr 505,400
↓ -130,000 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000403% ₹458 Cr 1,607,279 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 5002513% ₹440 Cr 580,400 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329292% ₹410 Cr 2,891,084
↓ -138,011 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹396 Cr 2,473,042
↓ -100,000 Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -2% ₹348 Cr 281,022
↓ -20,000 NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC2% ₹341 Cr 11,291,100 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON2% ₹329 Cr 238,273 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL2% ₹314 Cr 3,286,897 Supreme Petrochem Ltd (Basic Materials)
Equity, Since 30 Sep 16 | SPLPETRO2% ₹309 Cr 3,565,768 3. Kotak Small Cap Fund
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% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (28 Nov 24) ₹273.599 ↓ -0.62 (-0.23 %) Net Assets (Cr) ₹17,593 on 31 Oct 24 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 2.12 Information Ratio -0.62 Alpha Ratio 7.3 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹11,349 31 Oct 21 ₹22,656 31 Oct 22 ₹23,119 31 Oct 23 ₹26,953 31 Oct 24 ₹38,783 Returns for Kotak Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Nov 24 Duration Returns 1 Month 1.4% 3 Month -1.7% 6 Month 13.4% 1 Year 32.8% 3 Year 18.5% 5 Year 30.6% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Harish Bihani 20 Oct 23 1.04 Yr. Data below for Kotak Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 33.42% Consumer Cyclical 20.77% Basic Materials 14.45% Health Care 12.7% Financial Services 3.67% Real Estate 3.63% Consumer Defensive 3.17% Communication Services 2.54% Technology 2.1% Asset Allocation
Asset Class Value Cash 3.55% Equity 96.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹597 Cr 3,174,852 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE3% ₹570 Cr 3,559,792 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹565 Cr 6,353,571 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹540 Cr 2,616,673
↓ -240,679 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI3% ₹487 Cr 1,328,764 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹451 Cr 8,096,930 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 5433582% ₹434 Cr 2,596,496 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433502% ₹422 Cr 4,397,621
↑ 9,120 Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD2% ₹413 Cr 3,427,766 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV2% ₹407 Cr 2,718,155 4. DSP BlackRock Small Cap Fund
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% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (28 Nov 24) ₹195.82 ↓ -0.25 (-0.13 %) Net Assets (Cr) ₹16,147 on 31 Oct 24 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 1.61 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹11,638 31 Oct 21 ₹20,307 31 Oct 22 ₹21,585 31 Oct 23 ₹27,015 31 Oct 24 ₹37,727 Returns for DSP BlackRock Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Nov 24 Duration Returns 1 Month 2.8% 3 Month -2.8% 6 Month 17% 1 Year 27.8% 3 Year 22.1% 5 Year 30.5% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Vinit Sambre 21 Jun 10 14.38 Yr. Resham Jain 16 Mar 18 6.64 Yr. Data below for DSP BlackRock Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Consumer Cyclical 31.74% Basic Materials 20.49% Industrials 16.97% Health Care 8.7% Consumer Defensive 7.34% Financial Services 4.08% Technology 3.74% Communication Services 1.09% Utility 0.2% Asset Allocation
Asset Class Value Cash 5.67% Equity 94.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹569 Cr 7,937,996 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹508 Cr 1,746,352 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT3% ₹476 Cr 9,260,495 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹473 Cr 6,500,000
↑ 203,304 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹431 Cr 3,620,969
↑ 82,779 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹391 Cr 2,500,000 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹379 Cr 9,143,737 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹375 Cr 9,623,118
↓ -376,882 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230252% ₹360 Cr 1,629,601 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 5244942% ₹358 Cr 2,254,904
↓ -86,395 5. IDBI Small Cap Fund
CAGR/Annualized
return of 17.5% since its launch. Return for 2023 was 33.4% , 2022 was 2.4% and 2021 was 64.7% . IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (28 Nov 24) ₹33.2548 ↑ 0.12 (0.36 %) Net Assets (Cr) ₹386 on 31 Oct 24 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 2.32 Information Ratio 0.12 Alpha Ratio 9.23 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,751 31 Oct 21 ₹18,026 31 Oct 22 ₹20,315 31 Oct 23 ₹23,481 31 Oct 24 ₹35,682 Returns for IDBI Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Nov 24 Duration Returns 1 Month 5.5% 3 Month -0.3% 6 Month 18.8% 1 Year 44.2% 3 Year 25.2% 5 Year 30% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Nikhil Rungta 1 Jul 24 0.34 Yr. Mahesh Bendre 1 Jul 24 0.34 Yr. Data below for IDBI Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 34.51% Consumer Cyclical 14.6% Basic Materials 13.64% Health Care 7.31% Technology 6.27% Financial Services 5.09% Utility 4.95% Consumer Defensive 4.59% Real Estate 3.11% Communication Services 2.38% Asset Allocation
Asset Class Value Cash 2.06% Equity 97.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹11 Cr 27,739
↓ -5,838 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP3% ₹11 Cr 25,190 Hi-Tech Pipes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | HITECH3% ₹11 Cr 582,210
↑ 582,210 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG3% ₹10 Cr 86,263 Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Sep 23 | PPLPHARMA2% ₹10 Cr 358,586
↓ -10,552 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346002% ₹10 Cr 486,149 Himatsingka Seide Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5140432% ₹9 Cr 545,700
↑ 545,700 TD Power Systems Ltd (Industrials)
Equity, Since 31 Aug 23 | TDPOWERSYS2% ₹9 Cr 224,441
↑ 85,788 VA Tech Wabag Ltd (Industrials)
Equity, Since 31 Jul 24 | 5332692% ₹9 Cr 49,733 NOCIL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | NOCIL2% ₹9 Cr 298,502
↑ 298,502 6. Franklin India Smaller Companies Fund
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% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (28 Nov 24) ₹178.73 ↑ 0.24 (0.13 %) Net Assets (Cr) ₹13,944 on 31 Oct 24 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 1.87 Information Ratio 0.2 Alpha Ratio 1.48 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,661 31 Oct 21 ₹18,023 31 Oct 22 ₹19,148 31 Oct 23 ₹25,237 31 Oct 24 ₹36,103 Returns for Franklin India Smaller Companies Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Nov 24 Duration Returns 1 Month 2.7% 3 Month -3.6% 6 Month 9.1% 1 Year 30.8% 3 Year 25.9% 5 Year 29.4% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure R. Janakiraman 1 Feb 11 13.76 Yr. Sandeep Manam 18 Oct 21 3.04 Yr. Akhil Kalluri 8 Sep 22 2.15 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 27.15% Financial Services 17.06% Consumer Cyclical 14.99% Health Care 8.57% Basic Materials 8.4% Real Estate 5.51% Technology 5.45% Consumer Defensive 4.88% Utility 2.83% Energy 0.93% Communication Services 0.29% Asset Allocation
Asset Class Value Cash 2.51% Equity 97.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329294% ₹548 Cr 3,868,691 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL4% ₹509 Cr 6,963,469 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR3% ₹403 Cr 1,387,967 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK3% ₹371 Cr 48,064,081 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹352 Cr 8,473,781 Blue Star Ltd (Industrials)
Equity, Since 31 Jan 15 | BLUESTARCO2% ₹331 Cr 1,605,632 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900032% ₹330 Cr 15,398,917 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON2% ₹287 Cr 6,900,000 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹272 Cr 1,448,723 Amara Raja Energy & Mobility Ltd (Industrials)
Equity, Since 31 Dec 23 | 5000082% ₹259 Cr 1,819,819 7. HDFC Small Cap Fund
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% . HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (28 Nov 24) ₹138.965 ↑ 0.43 (0.31 %) Net Assets (Cr) ₹33,504 on 31 Oct 24 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 1.8 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,536 31 Oct 21 ₹18,508 31 Oct 22 ₹19,506 31 Oct 23 ₹25,963 31 Oct 24 ₹35,327 Returns for HDFC Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Nov 24 Duration Returns 1 Month 2.7% 3 Month -1.5% 6 Month 12% 1 Year 28% 3 Year 24.4% 5 Year 29.2% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Chirag Setalvad 28 Jun 14 10.35 Yr. Dhruv Muchhal 22 Jun 23 1.36 Yr. Data below for HDFC Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 26.57% Consumer Cyclical 18.59% Technology 13.98% Health Care 10.99% Financial Services 10.42% Basic Materials 7.39% Communication Services 2.79% Consumer Defensive 2.04% Utility 0.43% Asset Allocation
Asset Class Value Cash 6.78% Equity 93.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL6% ₹1,997 Cr 58,686,126
↓ -772,429 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX3% ₹1,082 Cr 3,718,907 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹1,075 Cr 42,828,792 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM3% ₹1,052 Cr 23,670,534
↑ 250,000 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW3% ₹852 Cr 13,917,530
↑ 37,641 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328432% ₹778 Cr 12,453,275 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹771 Cr 5,824,193
↓ -200,000 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP2% ₹706 Cr 5,472,939
↓ -150,000 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹694 Cr 2,350,662 PVR INOX Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX2% ₹644 Cr 4,101,954 8. ICICI Prudential Smallcap Fund
CAGR/Annualized
return of 13.5% since its launch. Ranked 26 in Small Cap
category. Return for 2023 was 37.9% , 2022 was 5.7% and 2021 was 61% . ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (28 Nov 24) ₹87.07 ↑ 0.09 (0.10 %) Net Assets (Cr) ₹8,435 on 31 Oct 24 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 1.71 Information Ratio -0.51 Alpha Ratio -1.05 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,358 31 Oct 21 ₹20,155 31 Oct 22 ₹21,792 31 Oct 23 ₹26,178 31 Oct 24 ₹35,236 Returns for ICICI Prudential Smallcap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Nov 24 Duration Returns 1 Month 0.7% 3 Month -4.1% 6 Month 6.3% 1 Year 24.5% 3 Year 19.7% 5 Year 28.1% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anish Tawakley 18 Sep 23 1.12 Yr. Sri Sharma 18 Sep 23 1.12 Yr. Sharmila D’mello 30 Jun 22 2.34 Yr. Data below for ICICI Prudential Smallcap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 22.76% Basic Materials 21.6% Consumer Cyclical 13.38% Financial Services 7.14% Health Care 6.01% Utility 4.3% Real Estate 3.86% Consumer Defensive 2.67% Technology 2.27% Communication Services 1.39% Energy 0.27% Asset Allocation
Asset Class Value Cash 14.33% Equity 85.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Jan 24 | 5327023% ₹271 Cr 6,386,844
↑ 875,705 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT2% ₹218 Cr 593,777 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5200562% ₹218 Cr 152,300 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 5004802% ₹191 Cr 500,956 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Sep 16 | 5329292% ₹190 Cr 1,342,898
↓ -295,085 Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT2% ₹187 Cr 992,257
↓ -47,407 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | MARUTI2% ₹184 Cr 139,023 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5325382% ₹177 Cr 149,768 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL2% ₹176 Cr 324,908 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | 5332482% ₹171 Cr 7,784,812
↑ 507,003 9. Sundaram Small Cap Fund
CAGR/Annualized
return of 17.9% 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 (28 Nov 24) ₹258.316 ↑ 1.05 (0.41 %) 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 28 Nov 24 Duration Returns 1 Month 1.1% 3 Month -1.6% 6 Month 11.1% 1 Year 26.4% 3 Year 20.7% 5 Year 27.9% 10 Year 15 Year Since launch 17.9% 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 10. SBI Small Cap Fund
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% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (28 Nov 24) ₹177.665 ↓ -0.03 (-0.02 %) Net Assets (Cr) ₹33,107 on 31 Oct 24 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 2.02 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,975 31 Oct 21 ₹19,276 31 Oct 22 ₹21,421 31 Oct 23 ₹24,502 31 Oct 24 ₹33,673 Returns for SBI Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Nov 24 Duration Returns 1 Month 1.7% 3 Month -3% 6 Month 9.8% 1 Year 28.7% 3 Year 19.9% 5 Year 27.1% 10 Year 15 Year Since launch 20.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure R. Srinivasan 16 Nov 13 10.97 Yr. Pradeep Kesavan 31 Dec 23 0.84 Yr. Mohan Lal 1 May 24 0.5 Yr. Data below for SBI Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 32.31% Consumer Cyclical 21.32% Financial Services 14.7% Basic Materials 8.94% Consumer Defensive 5.63% Health Care 2.03% Communication Services 1.96% Real Estate 1.58% Asset Allocation
Asset Class Value Cash 11.54% Equity 88.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE3% ₹1,049 Cr 34,595,699 Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO3% ₹1,035 Cr 5,531,552
↓ -368,448 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹1,007 Cr 7,900,000
↓ -1,100,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 5222753% ₹965 Cr 5,404,515
↓ -1,595,485 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS3% ₹919 Cr 3,300,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹846 Cr 9,716,991 CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434412% ₹806 Cr 15,000,000 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC2% ₹776 Cr 89,318,180 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB2% ₹756 Cr 43,000,000 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹752 Cr 9,324,049
ചിലനിക്ഷേപത്തിന്റെ നേട്ടങ്ങൾ ഒരു ചെറിയ ക്യാപ് ഫണ്ടിൽ ഇവയാണ്:
സ്മോൾ ക്യാപ് ഫണ്ടുകൾ സ്മോൾ ക്യാപ് സ്റ്റോക്കുകളിലും സ്റ്റാർട്ടപ്പുകൾ പോലുള്ള ചെറുകിട കമ്പനികളിലും നിക്ഷേപിക്കുന്നതിനാൽ, ഭാവിയിലെ വളർച്ചയ്ക്ക് അവയ്ക്ക് വലിയ സാധ്യതയുണ്ട്. പക്ഷേ, ചെറിയ തൊപ്പികളുടെ വരുമാനം ഉയർന്ന ചാഞ്ചാട്ടത്തിന് വിധേയമാകുന്നു എന്നതാണ് വസ്തുത. അങ്ങനെ, സ്മോൾ ക്യാപ് സ്റ്റോക്കുകളിൽ ചിലത് നിങ്ങളുടെ സമ്പത്ത് നശിപ്പിക്കും. എന്നിരുന്നാലും, മറുവശത്ത്, സ്മോൾ ക്യാപ്സിന് ഭാവിയിൽ നിങ്ങളുടെ നിക്ഷേപം ഇരട്ടിയാക്കാനും കഴിയും.
കമ്പനികളുടെ സ്വഭാവം കാരണം, വളർന്നുവരുന്ന വിപണിയിൽ ചെറിയ ക്യാപ്സിന് മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കാൻ കഴിയുംമോശം പ്രകടനം ഒരു തകർച്ച സമയത്ത്. അതിനാൽ, നിക്ഷേപത്തിൽ ഉയർന്ന തോതിലുള്ള റിസ്ക് വഹിക്കാൻ കഴിയുന്ന നിക്ഷേപകർ മാത്രം പരിഗണിക്കുകനിക്ഷേപിക്കുന്നു സ്മോൾ ക്യാപ് ഫണ്ടുകളിൽ. മോശം വിപണി ഘട്ടത്തിൽ നിങ്ങൾക്ക് തകർച്ച സഹിക്കാൻ കഴിയണം. അത്തരം ഉയർന്ന അപകടസാധ്യതയുള്ള ഫണ്ടുകളിൽ നിക്ഷേപിക്കാൻ നിങ്ങൾ പദ്ധതിയിടുകയാണെങ്കിൽ, നിങ്ങളുടെ നിക്ഷേപങ്ങൾ ദീർഘകാലത്തേക്ക് ആസൂത്രണം ചെയ്യാൻ നിർദ്ദേശിക്കുന്നു, അതായത്, ഏകദേശം അഞ്ച് വർഷത്തിൽ കൂടുതൽ. നിങ്ങൾ ഇക്വിറ്റി മാർക്കറ്റിൽ എത്രത്തോളം നിക്ഷേപിക്കുന്നുവോ, നല്ല ലാഭം നേടാനുള്ള സാധ്യത കൂടുതലാണ്.
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നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
സ്മോൾ ക്യാപ് ഫണ്ടുകളിൽ നിക്ഷേപിക്കാൻ പദ്ധതിയിടുമ്പോൾ, നിക്ഷേപത്തിലേക്ക് കടക്കുന്നതിന് മുമ്പ് നിങ്ങൾ കണക്കിലെടുക്കേണ്ട ചില പ്രധാന പാരാമീറ്ററുകൾ ഇതാ.
നിങ്ങൾ ഒരു മ്യൂച്വൽ ഫണ്ട് സ്കീമിൽ നിക്ഷേപിക്കാൻ പദ്ധതിയിടുമ്പോഴെല്ലാം, ഫണ്ടിന്റെ മുൻകാല പ്രകടനങ്ങൾ നിങ്ങൾ നന്നായി വിലയിരുത്തണം. കഴിഞ്ഞ അഞ്ച് വർഷത്തെ റിട്ടേണുകൾ എടുത്ത് മറ്റ് നല്ല ഫണ്ടുകളുമായി താരതമ്യം ചെയ്യാൻ ശ്രമിക്കുക. എല്ലാ വിപണി സാഹചര്യങ്ങളിലും ഒരു ഫണ്ട് അതിന്റെ പ്രകടനങ്ങളിൽ സ്ഥിരത പുലർത്തണം. കൂടാതെ, ഫണ്ടിന് അതിന്റെ മാനദണ്ഡം മറികടക്കാൻ കഴിയുമോ ഇല്ലയോ എന്ന് പരിശോധിക്കുക.
നിങ്ങൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന ഫണ്ട് ഹൗസിന്റെ ഗുണനിലവാരവും പ്രശസ്തിയും പരിശോധിക്കാൻ എപ്പോഴും നിർദ്ദേശിക്കപ്പെടുന്നു. ദീർഘകാല റെക്കോർഡുള്ള ഒരു ഫണ്ട് ഹൗസ്, മാനേജ്മെന്റിന് കീഴിലുള്ള വലിയ ആസ്തികൾ, സ്റ്റാർ ഫണ്ടുകൾ അല്ലെങ്കിൽ നല്ല പെർഫോമിംഗ് ഫണ്ട് മുതലായവ. നിക്ഷേപിക്കാൻ. സ്ഥിരമായ ട്രാക്ക് റെക്കോർഡ് ഉള്ള സാമ്പത്തിക വ്യവസായത്തിൽ ശക്തമായ സാന്നിധ്യമുള്ള ഫണ്ട് ഹൗസിന് മികച്ച മുൻഗണന നൽകണം.
ഒരു മ്യൂച്വൽ ഫണ്ട് സ്കീമിന്റെ പ്രകടനത്തിന്റെ ക്രെഡിറ്റ് ഫണ്ട് മാനേജർക്കാണ്. ഫണ്ടിന്റെ പോർട്ട്ഫോളിയോയ്ക്കായി നിക്ഷേപ തീരുമാനങ്ങൾ എടുക്കുന്നതിന് ഒരു ഫണ്ട് മാനേജർ ഉത്തരവാദിയാണ്. അതിനാൽ, നിക്ഷേപകർ പ്രത്യേക ഫണ്ട് മാനേജർ കൈകാര്യം ചെയ്യുന്ന ഫണ്ടുകളുടെ പ്രകടനത്തിലൂടെ കടന്നുപോകണം, പ്രത്യേകിച്ച് കഠിനമായ വിപണി ഘട്ടങ്ങളിൽ. ഫണ്ട് മാനേജർ തന്റെ കരിയറിൽ സ്ഥിരത പുലർത്തുന്ന ഒരു ഫണ്ട് മാനേജരെ സമീപിക്കുന്നത് തിരഞ്ഞെടുക്കുന്നതാണ്.
Good n nice
I believe SBI small cap fund is the best to get good returns in long run.