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सर्वोत्कृष्ट स्मॉल आणि मिडकॅप इक्विटी म्युच्युअल फंड 2022
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
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) TATA Mid Cap Growth Fund Growth ₹389.341
↓ -2.17 ₹3,955 -8.1 -15.4 6.8 18 29.3 22.7 Sundaram Small Cap Fund Growth ₹224.297
↓ -0.07 ₹2,763 -13.3 -17.2 3 16.4 33.4 19.1 Aditya Birla Sun Life Small Cap Fund Growth ₹75.6666
↓ -0.03 ₹4,054 -14 -18.3 4.6 14.3 30.3 21.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25 मागील 3 वर्षाचा परतावा.
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on (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 Below is the key information for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on 1. TATA Mid Cap Growth Fund
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% . TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (28 Mar 25) ₹389.341 ↓ -2.17 (-0.56 %) Net Assets (Cr) ₹3,955 on 28 Feb 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio -0.32 Information Ratio -0.99 Alpha Ratio -0.99 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,070 28 Feb 22 ₹15,829 28 Feb 23 ₹16,477 29 Feb 24 ₹24,895 28 Feb 25 ₹24,735 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 7.9% 3 Month -8.1% 6 Month -15.4% 1 Year 6.8% 3 Year 18% 5 Year 29.3% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Satish Mishra 9 Mar 21 3.98 Yr. Data below for TATA Mid Cap Growth Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 23.38% Financial Services 20.39% Health Care 14.75% Consumer Cyclical 10.86% Basic Materials 9.49% Technology 5.68% Real Estate 4.84% Communication Services 2.98% Utility 1.87% Energy 1.69% Consumer Defensive 1.13% Asset Allocation
Asset Class Value Cash 2.92% Equity 97.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹145 Cr 1,300,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 5333983% ₹127 Cr 561,497
↓ -138,503 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD3% ₹127 Cr 1,800,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹127 Cr 250,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002573% ₹125 Cr 600,000
↑ 100,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA3% ₹117 Cr 1,000,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI3% ₹112 Cr 600,000
↑ 250,000 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004802% ₹108 Cr 369,694 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹104 Cr 1,100,000
↑ 100,000 Mphasis Ltd (Technology)
Equity, Since 31 Jul 24 | 5262992% ₹101 Cr 353,648
↑ 3,648 2. Sundaram Small Cap Fund
CAGR/Annualized return of 16.7% since its launch. Ranked 19 in Small Cap category. Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (28 Mar 25) ₹224.297 ↓ -0.07 (-0.03 %) Net Assets (Cr) ₹2,763 on 28 Feb 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.55 Information Ratio -0.3 Alpha Ratio -1.92 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,034 28 Feb 22 ₹17,480 28 Feb 23 ₹18,441 29 Feb 24 ₹28,128 28 Feb 25 ₹26,498 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 7% 3 Month -13.3% 6 Month -17.2% 1 Year 3% 3 Year 16.4% 5 Year 33.4% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Rohit Seksaria 1 Nov 22 2.33 Yr. Data below for Sundaram Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 20.93% Financial Services 17.7% Consumer Cyclical 17.05% Basic Materials 10.1% Health Care 8.7% Technology 4.98% Consumer Defensive 4.76% Communication Services 3.4% Real Estate 3.37% Utility 1.46% Asset Allocation
Asset Class Value Cash 4.32% Equity 95.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹87 Cr 361,386
↓ -26,454 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹86 Cr 1,754,705
↑ 64,033 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹74 Cr 490,718 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹73 Cr 483,211
↓ -31,978 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹73 Cr 2,082,801 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹72 Cr 1,031,166 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹68 Cr 18,825,767 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 14 | NAVINFLUOR2% ₹67 Cr 161,159 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹67 Cr 759,818
↑ 40,374 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹66 Cr 936,780 3. Aditya Birla Sun Life Small Cap Fund
CAGR/Annualized return of 11.9% since its launch. Ranked 1 in Small Cap category. Return for 2024 was 21.5% , 2023 was 39.4% and 2022 was -6.5% . Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (28 Mar 25) ₹75.6666 ↓ -0.03 (-0.04 %) Net Assets (Cr) ₹4,054 on 28 Feb 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.45 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.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,972 28 Feb 22 ₹16,750 28 Feb 23 ₹16,800 29 Feb 24 ₹24,663 28 Feb 25 ₹23,284 Returns for Aditya Birla Sun Life Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 8.6% 3 Month -14% 6 Month -18.3% 1 Year 4.6% 3 Year 14.3% 5 Year 30.3% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Abhinav Khandelwal 31 Oct 24 0.33 Yr. Dhaval Joshi 21 Nov 22 2.28 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 23.27% Consumer Cyclical 20.03% Financial Services 13.07% Basic Materials 11.62% Health Care 8.77% Consumer Defensive 6.83% Technology 5.85% Real Estate 5.33% Utility 0.95% Asset Allocation
Asset Class Value Cash 4.29% Equity 95.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR3% ₹133 Cr 320,055
↓ -37,950 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | 5329292% ₹101 Cr 862,251
↓ -14,396 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434132% ₹97 Cr 643,660 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA2% ₹94 Cr 73,267
↓ -31,000 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹91 Cr 2,476,520
↓ -379,338 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX2% ₹88 Cr 154,290
↑ 76,620 Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 5052832% ₹86 Cr 760,011
↓ -97,043 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT2% ₹81 Cr 166,892
↓ -16,972 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL2% ₹79 Cr 1,271,109 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 31 Aug 20 | 5000402% ₹73 Cr 338,893
↑ 27,000
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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