fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
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 January 9, 2025 , 2710 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.

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 मध्ये गुंतवणूक करण्यासाठी टॉप 6 सर्वोत्कृष्ट लघु आणि मिडकॅप फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
TATA Mid Cap Growth Fund Growth ₹410.755
↓ -6.88
₹4,494-7-7.115.817.823.322.7
Sundaram Small Cap Fund Growth ₹249.072
↓ -5.38
₹3,424-7.1-0.914.316.72619.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jan 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 12.9% 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 (10 Jan 25) ₹410.755 ↓ -6.88   (-1.65 %)
Net Assets (Cr) ₹4,494 on 30 Nov 24
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 1.57
Information Ratio -0.77
Alpha Ratio 0.66
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 Dec 19₹10,000
31 Dec 20₹12,426
31 Dec 21₹17,398
31 Dec 22₹17,503
31 Dec 23₹24,599
31 Dec 24₹30,183

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

DurationReturns
1 Month -6.4%
3 Month -7%
6 Month -7.1%
1 Year 15.8%
3 Year 17.8%
5 Year 23.3%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.7%
2023 40.5%
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 213.82 Yr.

Data below for TATA Mid Cap Growth Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials25.19%
Financial Services18.51%
Health Care13.02%
Consumer Cyclical10.46%
Basic Materials9.67%
Technology5.81%
Real Estate5.06%
Consumer Defensive3.16%
Communication Services2.92%
Energy1.79%
Utility0.67%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL
3%₹147 Cr1,300,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹141 Cr250,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | MUTHOOTFIN
3%₹134 Cr700,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND
3%₹129 Cr369,694
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹126 Cr1,000,000
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA
2%₹105 Cr1,000,000
Mphasis Ltd (Technology)
Equity, Since 31 Jul 24 | MPHASIS
2%₹104 Cr350,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
2%₹103 Cr1,600,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | LUPIN
2%₹103 Cr500,000
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
2%₹102 Cr250,000

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 17.5% 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 (10 Jan 25) ₹249.072 ↓ -5.38   (-2.11 %)
Net Assets (Cr) ₹3,424 on 30 Nov 24
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 1.4
Information Ratio -0.59
Alpha Ratio 0.85
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 Dec 19₹10,000
31 Dec 20₹12,616
31 Dec 21₹20,229
31 Dec 22₹19,802
31 Dec 23₹28,771
31 Dec 24₹34,258

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

DurationReturns
1 Month -7.8%
3 Month -7.1%
6 Month -0.9%
1 Year 14.3%
3 Year 16.7%
5 Year 26%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19.1%
2023 45.3%
2022 -2.1%
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Rohit Seksaria1 Nov 222.17 Yr.

Data below for Sundaram Small Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services20.75%
Industrials19.14%
Consumer Cyclical16.03%
Basic Materials8.9%
Health Care8.47%
Technology6.63%
Consumer Defensive5.7%
Communication Services3.71%
Real Estate3.6%
Utility1.56%
Energy0.96%
Asset Allocation
Asset ClassValue
Cash3.97%
Equity95.46%
Debt0.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹100 Cr387,840
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX
3%₹93 Cr150,019
↓ -32,413
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | 540975
2%₹85 Cr1,690,672
Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
2%₹79 Cr490,718
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹78 Cr936,780
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹76 Cr468,666
↑ 34,648
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹74 Cr2,132,517
Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 543417
2%₹72 Cr1,023,614
↑ 34,368
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | BRIGADE
2%₹68 Cr545,048
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹67 Cr18,825,767

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.
How helpful was this page ?
Rated 5, based on 1 reviews.
POST A COMMENT