fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
LOG IN
SIGN UP

ഫിൻകാഷ് »മ്യൂച്വൽ ഫണ്ടുകൾ »മികച്ച സ്മോൾ & മിഡ് ക്യാപ് ഫണ്ടുകൾ

മികച്ച മിഡ് & സ്മോൾ ക്യാപ് ഇക്വിറ്റി മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on February 7, 2025 , 3404 views

പല നിക്ഷേപകരും ഇതിലേക്ക് ചായുന്നുനിക്ഷേപിക്കുന്നു മിഡ് & സ്മോൾ ക്യാപ്പിൽമ്യൂച്വൽ ഫണ്ടുകൾ ദീർഘകാലത്തേക്കുള്ള ഏറ്റവും മികച്ച സമ്പത്ത് സൃഷ്ടിക്കുന്നതിനുള്ള ഉപകരണങ്ങളിൽ ഒന്നായി അവ കണക്കാക്കപ്പെടുന്നുസാമ്പത്തിക ലക്ഷ്യങ്ങൾ. മിഡ് & സ്മോൾ ക്യാപ്സ് സാധാരണയായി നിർവചിക്കപ്പെട്ടിരിക്കുന്നത് a ഉള്ള സ്ഥാപനങ്ങൾ എന്നാണ്വിപണി 500-1000 കോടി രൂപയ്‌ക്കിടയിലുള്ള മൂലധനവൽക്കരണം (എംസി=കമ്പനി നൽകിയ ഓഹരികളുടെ എണ്ണം എക്‌സ് മാർക്കറ്റ് വില) കുട്ടിയുടെ വിദ്യാഭ്യാസം പോലെയുള്ള സാമ്പത്തിക ലക്ഷ്യങ്ങൾ കൈവരിക്കാൻ ശ്രമിക്കുന്ന നിക്ഷേപകർ,വിരമിക്കൽ ആസൂത്രണംമുതലായവ, ഈ ഫണ്ടുകളിൽ നിക്ഷേപിക്കാം.

ദീർഘകാലാടിസ്ഥാനത്തിൽ സുസ്ഥിരമായ വളർച്ചയ്ക്ക് വലിയ സാധ്യതയുള്ള ചെറുപ്പത്തിൽ വളരുന്ന സ്ഥാപനങ്ങളാണ് സ്മോൾ ക്യാപ് കമ്പനികൾ. പക്ഷേ, വലിയ ക്യാപ് കമ്പനികളെ അപേക്ഷിച്ച് മിഡ് & സ്മോൾ ക്യാപ്സിൽ പരാജയസാധ്യത കൂടുതലാണ്. എന്നിരുന്നാലും, മധ്യ &സ്മോൾ ക്യാപ് ഫണ്ടുകൾ പോർട്ട്‌ഫോളിയോകൾ വൈവിധ്യവത്കരിക്കാൻ സഹായിക്കുകയും നിക്ഷേപകർക്ക് ഈ ഫണ്ടിൽ 10-20% വരെ ചെറിയൊരു ഭാഗം നിക്ഷേപിക്കുകയും ചെയ്യാം.

small-mid-cap

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

2022-ൽ നിക്ഷേപിക്കാനുള്ള മികച്ച 10 മിഡ് & സ്മോൾ ക്യാപ് ഫണ്ടുകൾ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Small Cap Fund Growth ₹160.935
↓ -2.74
₹33,496-9.1-89.615.323.224.1
L&T Emerging Businesses Fund Growth ₹76.8765
↓ -1.81
₹17,386-10.4-67.619.127.128.5
Aditya Birla Sun Life Small Cap Fund Growth ₹77.3615
↓ -1.71
₹5,100-12.7-8.64.612.919.421.5
Sundaram Mid Cap Fund Growth ₹1,251.44
↓ -23.76
₹12,619-6.6-2.816.922.220.532
L&T Midcap Fund Growth ₹345.191
↓ -9.20
₹12,416-10.4-4.714.220.820.139.7
DSP BlackRock Small Cap Fund  Growth ₹178.172
↓ -3.50
₹16,634-9.4-5.89.616.925.825.6
Franklin India Smaller Companies Fund Growth ₹160.985
↓ -3.18
₹14,069-8.7-8.88.421.225.823.2
HDFC Small Cap Fund Growth ₹125.95
↓ -2.41
₹33,893-9.9-5.34.419.226.120.4
Motilal Oswal Midcap 30 Fund  Growth ₹95.3392
↓ -2.06
₹26,421-8.4-1.231.328.327.557.1
Edelweiss Mid Cap Fund Growth ₹90.452
↓ -1.94
₹8,666-6.5-0.919.322.725.738.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Feb 25

1. 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 19.9% since its launch.  Ranked 4 in Small Cap category.  Return for 2024 was 24.1% , 2023 was 25.3% and 2022 was 8.1% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (10 Feb 25) ₹160.935 ↓ -2.74   (-1.67 %)
Net Assets (Cr) ₹33,496 on 31 Dec 24
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 1.22
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
31 Jan 20₹10,000
31 Jan 21₹12,465
31 Jan 22₹18,244
31 Jan 23₹19,489
31 Jan 24₹25,925
31 Jan 25₹28,579

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 ₹543,623.
Net Profit of ₹243,623
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 10 Feb 25

DurationReturns
1 Month -7.5%
3 Month -9.1%
6 Month -8%
1 Year 9.6%
3 Year 15.3%
5 Year 23.2%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 24.1%
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%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 1311.22 Yr.
Pradeep Kesavan31 Dec 231.09 Yr.
Mohan Lal1 May 240.76 Yr.

Data below for SBI Small Cap Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials30.61%
Consumer Cyclical21.13%
Financial Services14.28%
Basic Materials10.16%
Consumer Defensive5.11%
Health Care2.2%
Communication Services1.69%
Real Estate1.65%
Asset Allocation
Asset ClassValue
Cash13.02%
Equity86.82%
Debt0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO
4%₹1,183 Cr5,531,552
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL
3%₹1,025 Cr7,900,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
3%₹947 Cr9,716,991
Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE
3%₹870 Cr34,595,699
DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS
3%₹865 Cr3,300,000
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY
2%₹833 Cr9,324,049
SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC
2%₹810 Cr89,318,180
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 522275
2%₹779 Cr3,753,533
↓ -246,467
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL
2%₹766 Cr7,700,000
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | LEMONTREE
2%₹765 Cr50,000,000

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 21.2% since its launch.  Ranked 2 in Small Cap category.  Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (10 Feb 25) ₹76.8765 ↓ -1.81   (-2.31 %)
Net Assets (Cr) ₹17,386 on 31 Dec 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio 1.32
Information Ratio 0.19
Alpha Ratio 3.87
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
31 Jan 20₹10,000
31 Jan 21₹11,113
31 Jan 22₹19,683
31 Jan 23₹19,960
31 Jan 24₹30,763
31 Jan 25₹33,089

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 ₹598,181.
Net Profit of ₹298,181
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 10 Feb 25

DurationReturns
1 Month -11.1%
3 Month -10.4%
6 Month -6%
1 Year 7.6%
3 Year 19.1%
5 Year 27.1%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 28.5%
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%
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 195.13 Yr.
Cheenu Gupta1 Oct 231.34 Yr.
Sonal Gupta1 Oct 231.34 Yr.

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

Equity Sector Allocation
SectorValue
Industrials30.48%
Consumer Cyclical16.51%
Financial Services14.26%
Technology10.64%
Basic Materials10.36%
Real Estate5.3%
Health Care4.2%
Consumer Defensive3.21%
Energy1.5%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹470 Cr455,400
BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE
3%₹454 Cr852,600
↓ -31,900
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON
2%₹427 Cr238,273
Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -
2%₹410 Cr299,000
↑ 17,978
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
2%₹403 Cr1,607,279
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹388 Cr2,473,042
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹376 Cr2,444,924
KFin Technologies Ltd (Technology)
Equity, Since 31 Aug 24 | KFINTECH
2%₹374 Cr2,429,736
↑ 139,336
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 500251
2%₹338 Cr474,400
↓ -63,150
Time Technoplast Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | TIMETECHNO
2%₹336 Cr6,810,500
↑ 656,671

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 12.3% 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 (10 Feb 25) ₹77.3615 ↓ -1.71   (-2.16 %)
Net Assets (Cr) ₹5,100 on 31 Dec 24
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.91
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
31 Jan 20₹10,000
31 Jan 21₹11,321
31 Jan 22₹17,001
31 Jan 23₹15,974
31 Jan 24₹23,310
31 Jan 25₹24,413

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 ₹493,520.
Net Profit of ₹193,520
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 10 Feb 25

DurationReturns
1 Month -9.8%
3 Month -12.7%
6 Month -8.6%
1 Year 4.6%
3 Year 12.9%
5 Year 19.4%
10 Year
15 Year
Since launch 12.3%
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 240.25 Yr.
Dhaval Joshi21 Nov 222.2 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials26.43%
Consumer Cyclical18.67%
Basic Materials11.24%
Financial Services9.15%
Health Care8.93%
Technology7.09%
Consumer Defensive6.81%
Real Estate5.45%
Utility0.57%
Communication Services0.46%
Asset Allocation
Asset ClassValue
Cash5.22%
Equity94.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
3%₹150 Cr104,267
↓ -26,237
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
3%₹132 Cr857,054
↓ -11,056
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
3%₹129 Cr2,855,858
↓ -631,787
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR
2%₹116 Cr358,005
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | 532929
2%₹109 Cr876,647
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹101 Cr643,660
↑ 16,560
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL
2%₹94 Cr1,271,109
↓ -3,135
TeamLease Services Ltd (Industrials)
Equity, Since 30 Jun 23 | TEAMLEASE
2%₹85 Cr290,149
↓ -9,851
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
2%₹84 Cr183,864
Gokaldas Exports Ltd (Consumer Cyclical)
Equity, Since 31 Mar 23 | GOKEX
2%₹84 Cr740,383
↓ -150,000

4. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24% since its launch.  Ranked 13 in Mid Cap category.  Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (10 Feb 25) ₹1,251.44 ↓ -23.76   (-1.86 %)
Net Assets (Cr) ₹12,619 on 31 Dec 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 1.93
Information Ratio 0.41
Alpha Ratio 8.71
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
31 Jan 20₹10,000
31 Jan 21₹10,656
31 Jan 22₹14,416
31 Jan 23₹14,878
31 Jan 24₹22,096
31 Jan 25₹26,124

Sundaram Mid 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 ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Sundaram Mid 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 10 Feb 25

DurationReturns
1 Month -6.9%
3 Month -6.6%
6 Month -2.8%
1 Year 16.9%
3 Year 22.2%
5 Year 20.5%
10 Year
15 Year
Since launch 24%
Historical performance (Yearly) on absolute basis
YearReturns
2024 32%
2023 40.4%
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 213.94 Yr.
Ratish Varier24 Feb 213.94 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Financial Services19.29%
Consumer Cyclical18.76%
Industrials15.94%
Health Care11.01%
Basic Materials8.84%
Technology6.63%
Consumer Defensive3.71%
Real Estate3.39%
Communication Services3.14%
Utility1.99%
Energy1.57%
Asset Allocation
Asset ClassValue
Cash5.73%
Equity94.27%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
4%₹461 Cr6,016,821
↓ -74,341
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹404 Cr1,233,900
↑ 4,682
Sundaram Liquid Dir Gr
Investment Fund | -
3%₹402 Cr1,789,035
↑ 439,026
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹385 Cr19,247,362
↓ -764,035
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹356 Cr500,408
↓ -17,368
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
3%₹328 Cr1,747,182
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
3%₹327 Cr1,388,200
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY
3%₹321 Cr1,389,543
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹313 Cr484,892
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹286 Cr3,977,349
↓ -566,282

5. L&T Midcap Fund

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100.

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 19% since its launch.  Ranked 5 in Mid Cap category.  Return for 2024 was 39.7% , 2023 was 40% and 2022 was 1.1% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (10 Feb 25) ₹345.191 ↓ -9.20   (-2.60 %)
Net Assets (Cr) ₹12,416 on 31 Dec 24
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.77
Sharpe Ratio 2.56
Information Ratio 0.42
Alpha Ratio 15.27
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
31 Jan 20₹10,000
31 Jan 21₹11,149
31 Jan 22₹14,583
31 Jan 23₹14,755
31 Jan 24₹21,674
31 Jan 25₹25,267

L&T Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Feb 25

DurationReturns
1 Month -11.9%
3 Month -10.4%
6 Month -4.7%
1 Year 14.2%
3 Year 20.8%
5 Year 20.1%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2024 39.7%
2023 40%
2022 1.1%
2021 30.4%
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat1 Oct 231.34 Yr.
Cheenu Gupta26 Nov 222.19 Yr.
Sonal Gupta1 Oct 231.34 Yr.

Data below for L&T Midcap Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials29.39%
Financial Services18.39%
Consumer Cyclical14.24%
Technology13.48%
Real Estate7.01%
Health Care6.91%
Utility4.74%
Consumer Defensive2.27%
Basic Materials1.85%
Communication Services0.05%
Asset Allocation
Asset ClassValue
Cash1.66%
Equity98.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 500093
5%₹620 Cr8,521,430
↑ 977,930
PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 543390
5%₹573 Cr2,719,200
↑ 367,500
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON
4%₹547 Cr304,800
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
4%₹452 Cr634,900
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Mar 24 | SUZLON
4%₹438 Cr70,452,868
↓ -19,954,232
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹421 Cr15,135,559
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCAMC
3%₹405 Cr964,400
JSW Energy Ltd (Utilities)
Equity, Since 31 Mar 24 | JSWENERGY
3%₹404 Cr6,288,700
BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE
3%₹398 Cr747,800
↑ 59,750
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
3%₹378 Cr1,357,604
↑ 182,504

6. 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 17.9% since its launch.  Ranked 7 in Small Cap category.  Return for 2024 was 25.6% , 2023 was 41.2% and 2022 was 0.5% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (10 Feb 25) ₹178.172 ↓ -3.50   (-1.92 %)
Net Assets (Cr) ₹16,634 on 31 Dec 24
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.09
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
31 Jan 20₹10,000
31 Jan 21₹12,249
31 Jan 22₹19,631
31 Jan 23₹19,487
31 Jan 24₹28,654
31 Jan 25₹31,355

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 ₹570,326.
Net Profit of ₹270,326
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 10 Feb 25

DurationReturns
1 Month -9.9%
3 Month -9.4%
6 Month -5.8%
1 Year 9.6%
3 Year 16.9%
5 Year 25.8%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.6%
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%
Fund Manager information for DSP BlackRock Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1014.63 Yr.
Resham Jain16 Mar 186.89 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 31 Dec 24

Equity Sector Allocation
SectorValue
Consumer Cyclical32.19%
Basic Materials20%
Industrials17.18%
Health Care8.21%
Consumer Defensive7.69%
Technology3.87%
Financial Services3.79%
Communication Services0.92%
Utility0.17%
Asset Allocation
Asset ClassValue
Cash5.99%
Equity94.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
4%₹653 Cr7,937,996
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹553 Cr1,586,315
↓ -175,035
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144
3%₹529 Cr6,500,000
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
3%₹463 Cr3,638,348
↑ 17,379
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
3%₹450 Cr2,447,699
↑ 347,699
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
3%₹425 Cr9,260,495
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 523025
3%₹424 Cr1,629,601
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
2%₹414 Cr9,143,737
LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 532783
2%₹402 Cr9,587,705
↓ -35,413
Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH
2%₹397 Cr6,150,000

7. 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 15.8% since its launch.  Ranked 11 in Small Cap category.  Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (10 Feb 25) ₹160.985 ↓ -3.18   (-1.94 %)
Net Assets (Cr) ₹14,069 on 31 Dec 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.06
Information Ratio 0.3
Alpha Ratio 0.36
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
31 Jan 20₹10,000
31 Jan 21₹11,477
31 Jan 22₹17,479
31 Jan 23₹18,112
31 Jan 24₹28,927
31 Jan 25₹31,406

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 ₹570,326.
Net Profit of ₹270,326
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 10 Feb 25

DurationReturns
1 Month -8%
3 Month -8.7%
6 Month -8.8%
1 Year 8.4%
3 Year 21.2%
5 Year 25.8%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.2%
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%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.01 Yr.
Sandeep Manam18 Oct 213.29 Yr.
Akhil Kalluri8 Sep 222.4 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials23.01%
Financial Services17.87%
Consumer Cyclical14.69%
Health Care10.46%
Basic Materials9.44%
Technology5.59%
Real Estate4.84%
Consumer Defensive3.45%
Utility2.52%
Energy0.77%
Communication Services0.16%
Asset Allocation
Asset ClassValue
Cash5.72%
Equity94.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹481 Cr3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
3%₹436 Cr8,473,781
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹380 Cr4,963,469
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
2%₹346 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹334 Cr15,398,917
360 One Wam Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | 360ONE
2%₹308 Cr2,452,684
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹308 Cr48,064,081
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹273 Cr6,900,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹267 Cr1,448,723
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹256 Cr1,866,828

8. 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 16.4% since its launch.  Ranked 9 in Small Cap category.  Return for 2024 was 20.4% , 2023 was 44.8% and 2022 was 4.6% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (10 Feb 25) ₹125.95 ↓ -2.41   (-1.88 %)
Net Assets (Cr) ₹33,893 on 31 Dec 24
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio 0.98
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
31 Jan 20₹10,000
31 Jan 21₹11,539
31 Jan 22₹18,776
31 Jan 23₹19,672
31 Jan 24₹30,315
31 Jan 25₹31,601

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 ₹584,107.
Net Profit of ₹284,107
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 10 Feb 25

DurationReturns
1 Month -8%
3 Month -9.9%
6 Month -5.3%
1 Year 4.4%
3 Year 19.2%
5 Year 26.1%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.4%
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%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 1410.61 Yr.
Dhruv Muchhal22 Jun 231.62 Yr.

Data below for HDFC Small Cap Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Industrials24.95%
Consumer Cyclical19.12%
Technology15.24%
Health Care11.89%
Financial Services11.34%
Basic Materials6.96%
Communication Services2.42%
Consumer Defensive2.17%
Utility0.45%
Asset Allocation
Asset ClassValue
Cash5.47%
Equity94.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
6%₹2,178 Cr57,935,680
↓ -750,446
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
4%₹1,295 Cr3,718,907
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
4%₹1,243 Cr24,176,653
↑ 221,011
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
3%₹1,126 Cr46,828,792
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 532843
3%₹896 Cr12,453,275
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
3%₹896 Cr14,943,443
↑ 100,000
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
2%₹800 Cr5,824,193
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 543308
2%₹684 Cr11,442,105
↓ -23,599
Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SUDARSCHEM
2%₹633 Cr5,537,610
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹604 Cr2,350,662

9. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 23.1% since its launch.  Ranked 27 in Mid Cap category.  Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (10 Feb 25) ₹95.3392 ↓ -2.06   (-2.11 %)
Net Assets (Cr) ₹26,421 on 31 Dec 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 2.67
Information Ratio 1.32
Alpha Ratio 25.93
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
31 Jan 20₹10,000
31 Jan 21₹10,284
31 Jan 22₹16,054
31 Jan 23₹17,654
31 Jan 24₹26,102
31 Jan 25₹33,874

Motilal Oswal Midcap 30 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 Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Feb 25

DurationReturns
1 Month -12.2%
3 Month -8.4%
6 Month -1.2%
1 Year 31.3%
3 Year 28.3%
5 Year 27.5%
10 Year
15 Year
Since launch 23.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 57.1%
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.34 Yr.
Niket Shah1 Jul 204.59 Yr.
Rakesh Shetty22 Nov 222.2 Yr.
Sunil Sawant1 Jul 240.59 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Dec 24

Equity Sector Allocation
SectorValue
Technology29.21%
Consumer Cyclical25.34%
Industrials19.64%
Financial Services5.14%
Health Care4.07%
Communication Services2.9%
Utility2.05%
Real Estate1.98%
Basic Materials0.47%
Asset Allocation
Asset ClassValue
Cash9.2%
Equity90.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹2,604 Cr2,695,000
↑ 95,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
10%₹2,548 Cr33,250,000
↑ 2,750,000
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
9%₹2,364 Cr3,250,000
↑ 124,982
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
8%₹2,137 Cr3,000,000
↑ 1,250,400
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
8%₹2,099 Cr3,250,000
↑ 250,000
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN
5%₹1,359 Cr45,500,000
↑ 3,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M
4%₹1,052 Cr3,500,000
↓ -1,250,000
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Dec 24 | OFSS
4%₹1,019 Cr796,967
↑ 796,967
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
4%₹1,018 Cr10,000,000
↑ 2,500,000
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
3%₹895 Cr4,999,745

10. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 22 in Mid Cap category.  Return for 2024 was 38.9% , 2023 was 38.4% and 2022 was 2.4% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (10 Feb 25) ₹90.452 ↓ -1.94   (-2.10 %)
Net Assets (Cr) ₹8,666 on 31 Dec 24
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.86
Sharpe Ratio 2.21
Information Ratio 0.49
Alpha Ratio 13.11
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
31 Jan 20₹10,000
31 Jan 21₹12,069
31 Jan 22₹17,509
31 Jan 23₹17,851
31 Jan 24₹26,385
31 Jan 25₹32,169

Edelweiss Mid 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Edelweiss Mid 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 10 Feb 25

DurationReturns
1 Month -8%
3 Month -6.5%
6 Month -0.9%
1 Year 19.3%
3 Year 22.7%
5 Year 25.7%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 38.9%
2023 38.4%
2022 2.4%
2021 50.3%
2020 26.4%
2019 5.2%
2018 -15.7%
2017 52.3%
2016 2.5%
2015 9.4%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Dhruv Bhatia14 Oct 240.3 Yr.
Trideep Bhattacharya1 Oct 213.34 Yr.
Raj Koradia1 Aug 240.5 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Dec 24

Equity Sector Allocation
SectorValue
Financial Services19.6%
Industrials16.97%
Consumer Cyclical15.76%
Technology13.43%
Health Care11.37%
Basic Materials7.19%
Real Estate4.12%
Consumer Defensive3.9%
Communication Services1.8%
Utility1.39%
Energy1.34%
Asset Allocation
Asset ClassValue
Cash3.12%
Equity96.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
4%₹378 Cr210,748
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
4%₹369 Cr571,854
Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 500257
3%₹262 Cr1,112,780
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
3%₹253 Cr1,202,006
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹252 Cr260,696
↑ 20,998
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 500850
3%₹220 Cr2,505,184
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
2%₹200 Cr9,993,757
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 500093
2%₹185 Cr2,546,699
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
2%₹184 Cr188,023
BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE
2%₹172 Cr322,121

മിഡ് & സ്മോൾ ക്യാപ് ഫണ്ടുകളിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

  1. Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.

  2. നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക

  3. രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

    തുടങ്ങി

Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
How helpful was this page ?
Rated 4.7, based on 3 reviews.
POST A COMMENT