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Table of Contents
- स्मॉल कॅप म्युच्युअल फंड म्हणजे काय?
- FY 22 - 23 मध्ये गुंतवणूक करण्यासाठी टॉप 10 सर्वोत्तम स्मॉल कॅप फंड
- तुम्ही स्मॉल कॅप फंडात गुंतवणूक का करावी?
- स्मॉल कॅप म्युच्युअल फंडात कोणी गुंतवणूक करावी
- स्मॉल कॅप फंड्समध्ये ऑनलाइन गुंतवणूक कशी करावी?
- सर्वोत्कृष्ट स्मॉल कॅप इक्विटी फंडांमध्ये गुंतवणूक करण्यासाठी टिपा
Top 10 Equity - Small Cap Funds
10 सर्वोत्कृष्ट स्मॉल कॅप म्युच्युअल फंड 2022
स्मॉल कॅप्स सामान्यत: a सह फर्म्स म्हणून परिभाषित केल्या जातातबाजार कॅपिटलायझेशन (MC=कंपनीने जारी केलेल्या शेअर्सची संख्या X बाजार किंमत प्रति शेअर) INR 500 कोटी पेक्षा कमी. स्मॉल कॅप कंपन्या या तरुण कंपन्या आहेत ज्यांच्याकडे दीर्घकाळ टिकून राहण्यासाठी मोठी क्षमता आहे. परंतु, मोठ्या आणि तुलनेत लहान कॅप्ससह अपयशाचा धोका जास्त असतोमिड-कॅप कंपन्या
शोधत आहेसर्वोत्तम स्मॉल कॅप म्युच्युअल फंड? बरं, स्मॉल-कॅप फंड हे दीर्घकालीन संपत्ती निर्मितीच्या सर्वोत्तम साधनांपैकी एक आहेतआर्थिक उद्दिष्टे. या आर्थिक उद्दिष्टांमध्ये मुलाच्या शिक्षणाचा समावेश असू शकतो,निवृत्ती नियोजन, इ.
तथापि, स्मॉल-कॅप फंड पोर्टफोलिओमध्ये विविधता आणण्यास मदत करतात आणि गुंतवणूकदार एकंदर पोर्टफोलिओमध्ये थोडेसे वाटप (5-10%) करू शकतात जे दीर्घ गुंतवणूक कालावधीत मागे टाकू शकतात.
स्मॉल कॅप म्युच्युअल फंड म्हणजे काय?
स्मॉल-कॅप्सची व्याख्या "पूर्ण बाजार भांडवलाच्या दृष्टीने 251 वी कंपनी" अशी केली जाते. नियमांनुसार, स्मॉल-कॅप फंडांच्या पोर्टफोलिओमध्ये त्याच्या एकूण मालमत्तेच्या किमान 65 टक्के स्मॉल-कॅप समभागांमध्ये असणे आवश्यक आहे. गुंतवणूकदार दीर्घकाळात त्यांचा परतावा जास्तीत जास्त मिळवू इच्छित आहेत आणि ज्यांना उच्च-जोखीम भूक, स्मॉल-कॅप फंडांमध्ये त्यांच्या गुंतवणुकीची योजना करू शकतात. स्मॉल-कॅप्सची अस्थिरता सहन करण्यास सक्षम असावे. हे फंड बुल मार्केटमध्ये सर्वाधिक वाढू शकतात आणि बेअर मार्केटमध्ये सर्वात जास्त घसरण देखील होऊ शकतात. इष्टतम परतावा मिळविण्यासाठी, अगुंतवणूकदार किमान तीन-पाच वर्षांपेक्षा जास्त गुंतवणूक करावी.
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स्मॉल-कॅप फंडांच्या मागील कामगिरीवर नजर टाकल्यास, 9 जानेवारी 2012 पर्यंत, स्मॉल-कॅप फंडांचा सरासरी तीन वर्षांचा परतावा मिड आणि स्मॉल-कॅप फंडांच्या 24 टक्क्यांच्या तुलनेत 25.5 टक्के होता. लार्ज-कॅपचा सरासरी तीन वर्षांचा परतावाइक्विटी फंड 9 जानेवारी 2012 रोजी 17.518 टक्के होता. स्मॉल-कॅप स्पेसमध्ये अनेक कंपन्या आहेत ज्यात भविष्यात यशोगाथा बनण्याची क्षमता आहे.
FY 22 - 23 मध्ये गुंतवणूक करण्यासाठी टॉप 10 सर्वोत्तम स्मॉल कॅप फंड
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Small Cap Fund Growth ₹175.574
↓ -1.11 ₹62,260 -1.1 13.9 42.8 28.7 35.3 48.9 Kotak Small Cap Fund Growth ₹276.757
↑ 0.05 ₹18,287 0.8 18.5 42.1 18.7 31 34.8 L&T Emerging Businesses Fund Growth ₹86.6962
↓ -0.43 ₹17,306 1.1 14.3 40.6 25 30.4 46.1 DSP BlackRock Small Cap Fund Growth ₹196.983
↓ -0.02 ₹16,705 0.9 16.6 38.4 21.9 30.1 41.2 IDBI Small Cap Fund Growth ₹32.5331
↓ -0.37 ₹370 0 19.6 48.5 23.9 28.9 33.4 Franklin India Smaller Companies Fund Growth ₹177.485
↓ -1.83 ₹14,460 -3.4 10.4 39 24.3 28.9 52.1 HDFC Small Cap Fund Growth ₹139.73
↑ 0.02 ₹33,963 1.2 11.8 34.6 23.2 28.6 44.8 ICICI Prudential Smallcap Fund Growth ₹88.49
↓ -0.20 ₹8,825 -1.6 11.4 32.4 19.5 28.4 37.9 Sundaram Small Cap Fund Growth ₹260.879
↓ -1.57 ₹3,503 2.8 12.2 34.7 20.4 27.4 45.3 SBI Small Cap Fund Growth ₹179.509
↓ -0.48 ₹34,217 -1.2 12.5 36 19.7 27 25.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 24 100 कोटी & क्रमवारी लावली5 वर्षCAGR परतावा.
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 (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 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 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 22.5% 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 (04 Nov 24) ₹175.574 ↓ -1.11 (-0.63 %) Net Assets (Cr) ₹62,260 on 30 Sep 24 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 2.46 Information Ratio 0.85 Alpha Ratio 7.04 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 4 Nov 24 Duration Returns 1 Month -1.5% 3 Month -1.1% 6 Month 13.9% 1 Year 42.8% 3 Year 28.7% 5 Year 35.3% 10 Year 15 Year Since launch 22.5% 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 7.75 Yr. Kinjal Desai 25 May 18 6.36 Yr. Data below for Nippon India Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 27.19% Financial Services 13.15% Basic Materials 12.56% Consumer Cyclical 12.32% Technology 9.2% Consumer Defensive 8.3% Health Care 7.47% Utility 1.97% Communication Services 1.57% Energy 0.93% Real Estate 0.67% Asset Allocation
Asset Class Value Cash 4.01% Equity 95.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,152 Cr 6,650,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA2% ₹1,084 Cr 2,499,222 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,048 Cr 1,851,010 Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP1% ₹857 Cr 650,444 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹857 Cr 899,271
↓ -50,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹829 Cr 4,472,130
↑ 5,124 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹769 Cr 27,500,000 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA1% ₹768 Cr 27,190,940 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹738 Cr 614,625 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹717 Cr 9,100,000 2. Kotak Small Cap Fund
CAGR/Annualized return of 18.4% 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 (04 Nov 24) ₹276.757 ↑ 0.05 (0.02 %) Net Assets (Cr) ₹18,287 on 30 Sep 24 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 2.26 Information Ratio -0.55 Alpha Ratio 7.28 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 4 Nov 24 Duration Returns 1 Month -3.2% 3 Month 0.8% 6 Month 18.5% 1 Year 42.1% 3 Year 18.7% 5 Year 31% 10 Year 15 Year Since launch 18.4% 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 0.95 Yr. Data below for Kotak Small Cap Fund as on 30 Sep 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 3. L&T Emerging Businesses Fund
CAGR/Annualized return of 22.9% 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 (04 Nov 24) ₹86.6962 ↓ -0.43 (-0.49 %) 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 4 Nov 24 Duration Returns 1 Month -1.2% 3 Month 1.1% 6 Month 14.3% 1 Year 40.6% 3 Year 25% 5 Year 30.4% 10 Year 15 Year Since launch 22.9% 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 4.79 Yr. Cheenu Gupta 1 Oct 23 1 Yr. Sonal Gupta 1 Oct 23 1 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 4. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 18.7% 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 (04 Nov 24) ₹196.983 ↓ -0.02 (-0.01 %) Net Assets (Cr) ₹16,705 on 30 Sep 24 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 1.69 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 4 Nov 24 Duration Returns 1 Month -2% 3 Month 0.9% 6 Month 16.6% 1 Year 38.4% 3 Year 21.9% 5 Year 30.1% 10 Year 15 Year Since launch 18.7% 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 14.29 Yr. Resham Jain 16 Mar 18 6.55 Yr. Data below for DSP BlackRock Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Consumer Cyclical 32.87% Basic Materials 18.91% Industrials 17.95% Health Care 8.38% Consumer Defensive 7.45% Financial Services 4.13% Technology 3.14% Communication Services 1.07% Utility 0.21% Asset Allocation
Asset Class Value Cash 5.89% Equity 94.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹616 Cr 7,937,996 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹525 Cr 1,746,352 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹483 Cr 6,296,696
↓ -100,000 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT3% ₹480 Cr 9,260,495
↓ -99,109 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323563% ₹435 Cr 9,143,737 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433062% ₹411 Cr 3,538,190 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹400 Cr 2,500,000
↓ -335,306 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹399 Cr 10,000,000
↓ -1,568,344 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230252% ₹383 Cr 1,629,601 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 5244942% ₹351 Cr 2,341,299 5. IDBI Small Cap Fund
CAGR/Annualized return of 17.4% 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 (04 Nov 24) ₹32.5331 ↓ -0.37 (-1.11 %) Net Assets (Cr) ₹370 on 30 Sep 24 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 2.53 Information Ratio 0.14 Alpha Ratio 9.62 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 4 Nov 24 Duration Returns 1 Month -2.1% 3 Month 0% 6 Month 19.6% 1 Year 48.5% 3 Year 23.9% 5 Year 28.9% 10 Year 15 Year Since launch 17.4% 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 0.25 Yr. Mahesh Bendre 1 Jul 24 0.25 Yr. Data below for IDBI Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 38.38% Consumer Cyclical 12.98% Basic Materials 12.56% Health Care 7.29% Technology 6.14% Consumer Defensive 5.78% Utility 5.43% Financial Services 4.41% Real Estate 3.34% Communication Services 2.33% Asset Allocation
Asset Class Value Cash 1.37% Equity 98.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006554% ₹13 Cr 33,577 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346003% ₹11 Cr 486,149 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP3% ₹11 Cr 25,190 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG3% ₹11 Cr 86,263 Arvind Fashions Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | ARVINDFASN2% ₹9 Cr 151,805 Blue Star Ltd (Industrials)
Equity, Since 30 Nov 19 | BLUESTARCO2% ₹9 Cr 42,799 Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Sep 23 | PPLPHARMA2% ₹8 Cr 369,138 Artemis Medicare Services Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Oct 23 | 5429192% ₹8 Cr 296,517
↑ 33,029 KSB Ltd (Industrials)
Equity, Since 31 Mar 21 | KSB2% ₹8 Cr 93,570 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Aug 23 | BBL2% ₹8 Cr 17,360 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 (04 Nov 24) ₹177.485 ↓ -1.83 (-1.02 %) Net Assets (Cr) ₹14,460 on 30 Sep 24 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 2.18 Information Ratio 0.24 Alpha Ratio 3.81 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 4 Nov 24 Duration Returns 1 Month -2.6% 3 Month -3.4% 6 Month 10.4% 1 Year 39% 3 Year 24.3% 5 Year 28.9% 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 13.67 Yr. Sandeep Manam 18 Oct 21 2.96 Yr. Akhil Kalluri 8 Sep 22 2.07 Yr. Data below for Franklin India Smaller Companies Fund as on 30 Sep 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 17.2% 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 (04 Nov 24) ₹139.73 ↑ 0.02 (0.01 %) Net Assets (Cr) ₹33,963 on 30 Sep 24 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 1.73 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 4 Nov 24 Duration Returns 1 Month 0.1% 3 Month 1.2% 6 Month 11.8% 1 Year 34.6% 3 Year 23.2% 5 Year 28.6% 10 Year 15 Year Since launch 17.2% 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 10.27 Yr. Dhruv Muchhal 22 Jun 23 1.28 Yr. Data below for HDFC Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 27.67% Consumer Cyclical 19.25% Technology 13.44% Health Care 10.7% Financial Services 9.46% Basic Materials 7.06% Communication Services 2.95% Consumer Defensive 2.23% Utility 0.44% Asset Allocation
Asset Class Value Cash 6.73% Equity 93.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL5% ₹1,850 Cr 59,458,555
↓ -200,394 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX3% ₹1,119 Cr 3,718,907
↑ 40,014 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹1,061 Cr 42,828,792 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM3% ₹972 Cr 23,420,534
↑ 502,692 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW3% ₹876 Cr 13,879,889 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹803 Cr 6,024,193
↓ -261,233 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹789 Cr 1,175,331 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328432% ₹766 Cr 12,453,275 PVR INOX Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX2% ₹682 Cr 4,101,954 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP2% ₹675 Cr 5,622,939 8. ICICI Prudential Smallcap Fund
CAGR/Annualized return of 13.6% 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 (04 Nov 24) ₹88.49 ↓ -0.20 (-0.23 %) Net Assets (Cr) ₹8,825 on 30 Sep 24 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 1.93 Information Ratio -0.42 Alpha Ratio -0.2 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 4 Nov 24 Duration Returns 1 Month -2.5% 3 Month -1.6% 6 Month 11.4% 1 Year 32.4% 3 Year 19.5% 5 Year 28.4% 10 Year 15 Year Since launch 13.6% 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 1.04 Yr. Sri Sharma 18 Sep 23 1.04 Yr. Sharmila D’mello 30 Jun 22 2.25 Yr. Data below for ICICI Prudential Smallcap Fund as on 30 Sep 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 18% 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 (04 Nov 24) ₹260.879 ↓ -1.57 (-0.60 %) Net Assets (Cr) ₹3,503 on 30 Sep 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 2.21 Information Ratio -0.56 Alpha Ratio 3.53 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 4 Nov 24 Duration Returns 1 Month -2% 3 Month 2.8% 6 Month 12.2% 1 Year 34.7% 3 Year 20.4% 5 Year 27.4% 10 Year 15 Year Since launch 18% 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 1.92 Yr. Data below for Sundaram Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 23.68% Industrials 16.98% Consumer Cyclical 16.02% Health Care 8.17% Basic Materials 7.61% Technology 7.45% Consumer Defensive 6.05% Real Estate 3.66% Communication Services 3.51% Utility 1.63% Asset Allocation
Asset Class Value Cash 4.03% Equity 95.42% Debt 0.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | 5049733% ₹102 Cr 635,275 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹96 Cr 387,840 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹94 Cr 180,746 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹87 Cr 936,780 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | 5428572% ₹84 Cr 2,132,517 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹83 Cr 18,825,767 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | RADICO2% ₹80 Cr 410,580 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹76 Cr 467,145 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | 5432432% ₹72 Cr 8,886,124 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹69 Cr 934,565 10. SBI Small Cap Fund
CAGR/Annualized return of 21% 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 (04 Nov 24) ₹179.509 ↓ -0.48 (-0.27 %) Net Assets (Cr) ₹34,217 on 30 Sep 24 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 2.33 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 4 Nov 24 Duration Returns 1 Month -3.1% 3 Month -1.2% 6 Month 12.5% 1 Year 36% 3 Year 19.7% 5 Year 27% 10 Year 15 Year Since launch 21% 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 10.88 Yr. Pradeep Kesavan 31 Dec 23 0.75 Yr. Mohan Lal 1 May 24 0.42 Yr. Data below for SBI Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 33.77% Consumer Cyclical 21.85% Financial Services 14.78% Basic Materials 9.2% Consumer Defensive 4.87% Communication Services 2.16% Health Care 2% Real Estate 1.84% Asset Allocation
Asset Class Value Cash 9.53% Equity 90.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL4% ₹1,231 Cr 9,000,000 Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO4% ₹1,218 Cr 5,900,000
↓ -216,675 GE T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 5222753% ₹1,177 Cr 7,000,000 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002383% ₹994 Cr 4,340,000 Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | 5009403% ₹964 Cr 34,595,699 CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434413% ₹897 Cr 15,000,000 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS3% ₹891 Cr 3,300,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET2% ₹855 Cr 9,716,991 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC2% ₹844 Cr 89,318,180 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹800 Cr 9,324,049
तुम्ही स्मॉल कॅप फंडात गुंतवणूक का करावी?
काहीगुंतवणुकीचे फायदे स्मॉल-कॅप फंडात आहेत:
- स्मॉल कॅप्स मोठ्या कॅप्सपेक्षा अधिक लवचिक असतात. लहान कंपन्या मोठ्या कंपन्यांच्या तुलनेत लवकर बदल स्वीकारू शकतात, त्यामुळे ते स्फोटक वाढ दाखवू शकतात
- काही वेळा,स्मॉल कॅप फंड पेक्षा चांगली कामगिरी करण्याची प्रवृत्ती आहेलार्ज कॅप फंड, परंतु त्यांची अस्थिरता जास्त असू शकते
- या कंपन्या त्यांच्या विकासाच्या सुरुवातीच्या टप्प्यावर असल्याने त्या वेगाने वाढू शकतात
- स्मॉल कॅप स्टॉकची किंमत मिड कॅप आणि लार्ज कॅप स्टॉक्सपेक्षा कमी असते
- उच्च जोखमीसह उच्च परतावा मिळवण्याची क्षमता येते
स्मॉल कॅप म्युच्युअल फंडात कोणी गुंतवणूक करावी
स्मॉल-कॅप फंड स्मॉल-कॅप समभागांमध्ये आणि स्टार्टअपसारख्या छोट्या कंपन्यांमध्ये गुंतवणूक करतात, त्यांच्याकडे भविष्यातील वाढीची प्रचंड क्षमता आहे. परंतु, वस्तुस्थिती अशी आहे की स्मॉल कॅप्सच्या परताव्यात उच्च अस्थिरता असते. अशा प्रकारे, काही स्मॉल-कॅप स्टॉक्स तुमची संपत्ती नष्ट करू शकतात. तथापि, दुसऱ्या बाजूला, स्मॉल कॅप्स भविष्यात तुमची गुंतवणूक दुप्पट करू शकतात.
कंपन्यांच्या स्वभावामुळे, स्मॉल कॅप्स वाढत्या बाजारपेठेत मागे पडू शकतात आणि अगदी करू शकतातकमी कामगिरी मंदीच्या काळात. म्हणूनच, जे गुंतवणूकदार त्यांच्या गुंतवणुकीत उच्च पातळीची जोखीम सहन करू शकतात, त्यांनी फक्त विचार केला पाहिजेगुंतवणूक स्मॉल कॅप फंडांमध्ये. खराब बाजाराच्या टप्प्यात तुम्ही पडझड सहन करण्यास सक्षम असावे. जर तुम्ही अशा उच्च-जोखीम फंडांमध्ये गुंतवणूक करण्याचा विचार करत असाल, तर तुमच्या गुंतवणुकीची योजना दीर्घ कालावधीसाठी, म्हणजे अंदाजे पाच वर्षांहून अधिक काळासाठी करण्याचे सुचवले जाते. तुम्ही इक्विटी मार्केटमध्ये जितका जास्त वेळ गुंतवाल तितका चांगला नफा मिळवण्याची शक्यता जास्त असते.
स्मॉल कॅप फंड्समध्ये ऑनलाइन गुंतवणूक कशी करावी?
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सर्वोत्कृष्ट स्मॉल कॅप इक्विटी फंडांमध्ये गुंतवणूक करण्यासाठी टिपा
स्मॉल-कॅप फंडांमध्ये गुंतवणुकीची योजना आखताना, येथे काही महत्त्वाचे पॅरामीटर्स दिले आहेत जे तुम्हाला गुंतवणुकीत उडी मारण्यापूर्वी विचारात घेणे आवश्यक आहे.
मागील कामगिरीचे मूल्यांकन करा
आदर्शपणे, जेव्हा तुम्ही म्युच्युअल फंड योजनेत गुंतवणूक करण्याचा विचार करत असाल, तेव्हा तुम्ही फंडाच्या मागील कामगिरीचे कसून मूल्यांकन केले पाहिजे. मागील पाच वर्षांचा परतावा घ्या आणि इतर चांगल्या फंडांशी तुलना करण्याचा प्रयत्न करा. बाजारातील सर्व परिस्थितींमध्ये फंडाची कामगिरी सातत्यपूर्ण असावी. तसेच, फंड त्याच्या बेंचमार्कला मागे टाकण्यास सक्षम आहे की नाही ते तपासा.
योजना दर्जेदार फंड हाऊसची असावी
तुम्ही ज्या फंड हाऊसमध्ये गुंतवणूक करू इच्छिता त्या फंड हाऊसची गुणवत्ता आणि प्रतिष्ठा पाहण्याचा सल्ला नेहमीच दिला जातो. दीर्घकालीन रेकॉर्ड असलेले फंड हाऊस, व्यवस्थापनाखालील मोठी मालमत्ता, स्टार फंड किंवा चांगली कामगिरी करणारा फंड इ. गुंतवणुकीसाठी. वित्तीय उद्योगात सातत्यपूर्ण ट्रॅक रेकॉर्डसह मजबूत उपस्थिती असलेल्या फंड हाऊसला प्राधान्य दिले पाहिजे.
फंड मॅनेजरचा अनुभव तपासा
म्युच्युअल फंड योजनेच्या कामगिरीचे श्रेय फंड व्यवस्थापकाकडे असते. फंडाच्या पोर्टफोलिओसाठी गुंतवणूकीचे निर्णय घेण्यासाठी फंड व्यवस्थापक जबाबदार असतो. म्हणून, गुंतवणूकदारांनी विशिष्ट फंड व्यवस्थापकाद्वारे व्यवस्थापित केलेल्या निधीच्या कामगिरीतून जावे, विशेषतः कठीण बाजाराच्या टप्प्यात. फंड मॅनेजर आपल्या कारकिर्दीत सातत्य राखणाऱ्या फंड मॅनेजरसाठी जाणे ही पसंतीची निवड आहे.
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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