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टॉप 6 सर्वोत्तम कामगिरी करणारे स्मॉल आणि मिडकॅप इक्विटी म्युच्युअल फंड 2022

Fincash »म्युच्युअल फंड »सर्वोत्तम लघु आणि मिडकॅप फंड

सर्वोत्कृष्ट स्मॉल आणि मिडकॅप इक्विटी म्युच्युअल फंड 2022

Updated on April 26, 2025 , 2876 views

मिड आणि स्मॉल कॅपम्युच्युअल फंड दीर्घकाळात चांगला नफा देण्याच्या क्षमतेमुळे ही एक सुप्रसिद्ध योजना आहे. या फंडांना दीर्घकालीन गुंतवणुकीच्या उद्दिष्टांसाठी सर्वोत्तम संपत्ती निर्माण साधनांपैकी एक मानले जाते. गुंतवणूकदार त्यांच्या विविध उद्दिष्टांची योजना करू शकतातनिवृत्ती नियोजन, मुलाचे उच्च शिक्षण किंवा घर/कार खरेदी इ. मिड आणिस्मॉल कॅप फंड म्युच्युअल फंडांचा एक प्रकार आहे जो मध्यम ते लहान आकाराच्या कंपन्यांच्या स्टॉकमध्ये गुंतवणूक करतो.

हे फंड सामान्यत: a सह फर्म्स म्हणून परिभाषित केले जातातबाजार INR 1000- 500 कोटींचे भांडवलीकरण (MC=कंपनी X बाजार भावाने जारी केलेल्या समभागांची संख्या). पारंपारिकपणे, मिड-कॅप्स या मध्यम आकाराच्या कंपन्या असतात, ज्या चांगल्या प्रकारे चालवल्या गेल्यास आणि चांगली व्यवसाय रणनीती असल्यास उद्याचे नेते किंवा लार्ज-कॅप्स बनतात. खरं तर,मिड-कॅप 2015 मध्ये कमी व्याजदर, कमी इनपुट खर्च आणि सुधारणेमुळे स्टॉक्सने लार्ज कॅप आणि स्मॉल कॅप अशा दोन्ही समभागांना मागे टाकले.भांडवल कपात बीएसई मिड-कॅप आणि बीएसई स्मॉल-कॅप निर्देशांक अनुक्रमे 7.43% आणि 6.76% वाढले, तर त्याच कालावधीत बीएसई सेन्सेक्स 5.03% घसरला.

जे गुंतवणूकदार मिड आणि स्मॉल कॅप फंडांमध्ये गुंतवणूक करण्यास उत्सुक आहेत, खाली 2500 कोटी पेक्षा जास्त AUM आकार असलेले शीर्ष कामगिरी करणारे फंड आहेत.

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2022 मध्ये गुंतवणूक करण्यासाठी टॉप 6 सर्वोत्कृष्ट लघु आणि मिडकॅप फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
TATA Mid Cap Growth Fund Growth ₹399.56
↑ 3.72
₹4,3333.3-6.53.318.427.522.7
Sundaram Small Cap Fund Growth ₹234.933
↑ 0.68
₹2,9552.1-81.617.432.119.1
Aditya Birla Sun Life Small Cap Fund Growth ₹78.1007
↑ 0.45
₹4,4163.5-10-0.314.528.621.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 25
*फंडाच्या वरील यादीमध्ये 2,500 कोटींहून अधिक निव्वळ मालमत्ता आहे. वर क्रमवारी लावलीमागील 3 वर्षाचा परतावा.

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 Apr 25) ₹399.56 ↑ 3.72   (0.94 %)
Net Assets (Cr) ₹4,333 on 31 Mar 25
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.09
Information Ratio -0.92
Alpha Ratio -1.3
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
31 Mar 20₹10,000
31 Mar 21₹18,186
31 Mar 22₹22,338
31 Mar 23₹22,310
31 Mar 24₹33,825
31 Mar 25₹36,114

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 ₹598,181.
Net Profit of ₹298,181
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 Apr 25

DurationReturns
1 Month 2.6%
3 Month 3.3%
6 Month -6.5%
1 Year 3.3%
3 Year 18.4%
5 Year 27.5%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.7%
2022 40.5%
2021 0.6%
2020 40%
2019 24.3%
2018 6.5%
2017 -13%
2016 49.8%
2015 -2.2%
2014 10.8%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 214.06 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials20.85%
Financial Services19.02%
Health Care14.67%
Consumer Cyclical11.63%
Basic Materials9.01%
Real Estate4.46%
Technology4.44%
Communication Services3.13%
Utility2.8%
Energy1.5%
Consumer Defensive1.13%
Asset Allocation
Asset ClassValue
Cash7.36%
Equity92.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹149 Cr1,300,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹132 Cr270,000
↑ 20,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
3%₹122 Cr600,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
3%₹120 Cr1,800,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹116 Cr1,000,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹113 Cr369,694
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI
2%₹108 Cr600,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 533398
2%₹100 Cr420,000
↓ -141,497
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 24 | IGL
2%₹91 Cr4,500,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 540611
2%₹91 Cr1,700,000
↑ 300,000

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 16.9% 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 Apr 25) ₹234.933 ↑ 0.68   (0.29 %)
Net Assets (Cr) ₹2,955 on 31 Mar 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio -0.08
Information Ratio -0.37
Alpha Ratio -3.38
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 Mar 20₹10,000
31 Mar 21₹20,237
31 Mar 22₹27,752
31 Mar 23₹27,712
31 Mar 24₹41,448
31 Mar 25₹42,701

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 ₹673,113.
Net Profit of ₹373,113
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 Apr 25

DurationReturns
1 Month 4.7%
3 Month 2.1%
6 Month -8%
1 Year 1.6%
3 Year 17.4%
5 Year 32.1%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 19.1%
2022 45.3%
2021 -2.1%
2020 60.3%
2019 26.2%
2018 -6.1%
2017 -29.2%
2016 55.6%
2015 -0.1%
2014 7.8%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Rohit Seksaria1 Nov 222.41 Yr.

Data below for Sundaram Small Cap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials20.25%
Consumer Cyclical18.61%
Financial Services17.71%
Health Care9.2%
Basic Materials8.48%
Consumer Defensive5.07%
Technology4.29%
Communication Services3.73%
Real Estate3.17%
Utility1.22%
Asset Allocation
Asset ClassValue
Cash4.94%
Equity95.05%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM
3%₹92 Cr1,898,655
Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
3%₹82 Cr509,862
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹79 Cr400,720
↑ 23,907
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
3%₹76 Cr434,995
↓ -48,216
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
2%₹72 Cr815,542
↑ 55,724
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN
2%₹67 Cr137,582
↑ 3,036
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹67 Cr936,780
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN
2%₹65 Cr1,184,520
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹65 Cr18,825,767
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY
2%₹62 Cr791,244
↑ 3,667

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 12.1% 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 Apr 25) ₹78.1007 ↑ 0.45   (0.57 %)
Net Assets (Cr) ₹4,416 on 31 Mar 25
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.02
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 Mar 20₹10,000
31 Mar 21₹21,002
31 Mar 22₹25,451
31 Mar 23₹24,417
31 Mar 24₹35,677
31 Mar 25₹37,324

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 ₹612,552.
Net Profit of ₹312,552
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 Apr 25

DurationReturns
1 Month 3.2%
3 Month 3.5%
6 Month -10%
1 Year -0.3%
3 Year 14.5%
5 Year 28.6%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 21.5%
2022 39.4%
2021 -6.5%
2020 51.4%
2019 19.8%
2018 -11.5%
2017 -22.6%
2016 56.7%
2015 9.7%
2014 13.4%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Abhinav Khandelwal31 Oct 240.41 Yr.
Dhaval Joshi21 Nov 222.36 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials22.49%
Consumer Cyclical18.36%
Financial Services15.03%
Basic Materials12.59%
Health Care10.76%
Consumer Defensive7.38%
Real Estate4.65%
Technology3.35%
Utility1.53%
Asset Allocation
Asset ClassValue
Cash3.86%
Equity96.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
2%₹95 Cr2,312,252
↓ -164,268
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR
2%₹94 Cr224,193
↓ -30,000
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹93 Cr73,267
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX
2%₹93 Cr174,173
↑ 12,883
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹90 Cr612,219
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹90 Cr760,011
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
2%₹90 Cr181,892
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | 532929
2%₹84 Cr862,251
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 532215
2%₹83 Cr750,000
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 543308
2%₹82 Cr1,280,824
↑ 118,689

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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