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ਸਰਬੋਤਮ ਸਮਾਲ ਅਤੇ ਮਿਡਕੈਪ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ 2022
ਮਿਡ ਅਤੇ ਛੋਟੀ ਕੈਪਮਿਉਚੁਅਲ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਵਿੱਚ ਚੰਗੇ ਲਾਭ ਪ੍ਰਦਾਨ ਕਰਨ ਦੀ ਸੰਭਾਵਨਾ ਦੇ ਕਾਰਨ ਇੱਕ ਜਾਣੀ-ਪਛਾਣੀ ਯੋਜਨਾ ਹੈ। ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਲਈ ਸਭ ਤੋਂ ਵਧੀਆ ਸੰਪੱਤੀ ਬਣਾਉਣ ਦੇ ਸਾਧਨਾਂ ਵਿੱਚੋਂ ਇੱਕ ਮੰਨਿਆ ਜਾਂਦਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਆਪਣੇ ਵੱਖ-ਵੱਖ ਟੀਚਿਆਂ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨ ਜਿਵੇਂ ਕਿਰਿਟਾਇਰਮੈਂਟ ਦੀ ਯੋਜਨਾਬੰਦੀ, ਬੱਚੇ ਦੀ ਉੱਚ ਸਿੱਖਿਆ ਜਾਂ ਘਰ/ਕਾਰ ਦੀ ਖਰੀਦਦਾਰੀ, ਆਦਿ। ਮਿਡ ਅਤੇਸਮਾਲ ਕੈਪ ਫੰਡ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀ ਇੱਕ ਕਿਸਮ ਹੈ ਜੋ ਮੱਧ ਤੋਂ ਛੋਟੇ ਆਕਾਰ ਦੀਆਂ ਕੰਪਨੀਆਂ ਦੇ ਸਟਾਕਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ।
ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਆਮ ਤੌਰ 'ਤੇ ਇੱਕ ਨਾਲ ਫਰਮਾਂ ਵਜੋਂ ਪਰਿਭਾਸ਼ਿਤ ਕੀਤਾ ਜਾਂਦਾ ਹੈਬਜ਼ਾਰ INR 1000-500 ਕਰੋੜ ਦੀ ਪੂੰਜੀਕਰਣ (MC=ਕੰਪਨੀ X ਮਾਰਕੀਟ ਕੀਮਤ ਪ੍ਰਤੀ ਸ਼ੇਅਰ ਦੁਆਰਾ ਜਾਰੀ ਕੀਤੇ ਸ਼ੇਅਰਾਂ ਦੀ ਸੰਖਿਆ)। ਰਵਾਇਤੀ ਤੌਰ 'ਤੇ, ਮਿਡ-ਕੈਪ ਮੱਧ-ਆਕਾਰ ਦੀਆਂ ਕੰਪਨੀਆਂ ਹੁੰਦੀਆਂ ਹਨ, ਜੋ, ਜੇਕਰ ਚੰਗੀ ਤਰ੍ਹਾਂ ਚਲਦੀਆਂ ਹਨ ਅਤੇ ਇੱਕ ਚੰਗੀ ਵਪਾਰਕ ਰਣਨੀਤੀ ਹੈ ਤਾਂ ਉਹ ਕੱਲ੍ਹ ਦੇ ਲੀਡਰ ਜਾਂ ਵੱਡੇ-ਕੈਪਸ ਬਣ ਜਾਂਦੇ ਹਨ। ਵਾਸਤਵ ਵਿੱਚ,ਮਿਡ-ਕੈਪ ਸਟਾਕਾਂ ਨੇ ਸਾਲ 2015 ਵਿੱਚ ਘੱਟ ਵਿਆਜ ਦਰਾਂ, ਘੱਟ ਇਨਪੁਟ ਲਾਗਤ, ਅਤੇ ਵਿੱਚ ਸੁਧਾਰ ਦੇ ਕਾਰਨ, ਵੱਡੇ ਕੈਪ ਅਤੇ ਸਮਾਲ ਕੈਪ ਸਟਾਕਾਂ ਦੋਵਾਂ ਨੂੰ ਪਛਾੜ ਦਿੱਤਾ।ਪੂੰਜੀ ਕਮੀ. BSE ਮਿਡ-ਕੈਪ ਅਤੇ BSE ਸਮਾਲ-ਕੈਪ ਸੂਚਕਾਂਕ ਕ੍ਰਮਵਾਰ 7.43% ਅਤੇ 6.76% ਵਧੇ, ਜਦੋਂ ਕਿ, BSE ਸੈਂਸੈਕਸ ਉਸੇ ਸਮੇਂ ਦੌਰਾਨ 5.03% ਡਿੱਗਿਆ।
ਨਿਵੇਸ਼ਕ ਜੋ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਚਾਹਵਾਨ ਹਨ, ਹੇਠਾਂ 2500 ਕਰੋੜ ਤੋਂ ਵੱਧ ਦੇ AUM ਆਕਾਰ ਦੇ ਨਾਲ ਚੋਟੀ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਫੰਡ ਹਨ।
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2022 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੋਟੀ ਦੇ 6 ਸਭ ਤੋਂ ਵਧੀਆ ਸਮਾਲ ਅਤੇ ਮਿਡਕੈਪ ਫੰਡ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) TATA Mid Cap Growth Fund Growth ₹389.828
↑ 3.74 ₹3,955 -9.8 -14.7 3.7 17.2 29.7 22.7 Sundaram Small Cap Fund Growth ₹225.914
↑ 1.93 ₹2,763 -13.8 -17 0.9 15.3 34 19.1 Aditya Birla Sun Life Small Cap Fund Growth ₹75.9
↑ 0.45 ₹4,054 -15 -19 1.8 13.2 30.5 21.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 25 ਪਿਛਲੇ 3 ਸਾਲ ਦੀ ਵਾਪਸੀ.
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 12.6% 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 (02 Apr 25) ₹389.828 ↑ 3.74 (0.97 %) 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 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 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 8.1% 3 Month -9.8% 6 Month -14.7% 1 Year 3.7% 3 Year 17.2% 5 Year 29.7% 10 Year 15 Year Since launch 12.6% 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 4.06 Yr. Data below for TATA Mid Cap Growth Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 21.45% Financial Services 20.91% Health Care 14.6% Consumer Cyclical 11.64% Basic Materials 9.65% Technology 4.98% Real Estate 4.58% Communication Services 3.12% Utility 2.79% Energy 1.34% Consumer Defensive 1.2% Asset Allocation
Asset Class Value Cash 3.76% Equity 96.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹130 Cr 1,300,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 5333983% ₹120 Cr 561,497 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹116 Cr 250,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002573% ₹114 Cr 600,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD3% ₹113 Cr 1,800,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA3% ₹106 Cr 1,000,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI3% ₹101 Cr 600,000 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004803% ₹100 Cr 369,694 Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 24 | IGL2% ₹85 Cr 4,500,000
↑ 1,909,260 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹83 Cr 1,001,126
↓ -98,874 2. Sundaram Small Cap Fund
CAGR/Annualized return of 16.8% 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 (02 Apr 25) ₹225.914 ↑ 1.93 (0.86 %) 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 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 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month 7.8% 3 Month -13.8% 6 Month -17% 1 Year 0.9% 3 Year 15.3% 5 Year 34% 10 Year 15 Year Since launch 16.8% 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 19.46% Consumer Cyclical 18.36% Financial Services 17.68% Basic Materials 9.08% Health Care 9.08% Consumer Defensive 4.93% Technology 4.4% Communication Services 3.59% Real Estate 3.3% Utility 1.22% Asset Allocation
Asset Class Value Cash 4.94% Equity 95.06% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹80 Cr 376,813
↑ 15,427 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹79 Cr 483,211 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹77 Cr 1,898,655
↑ 143,950 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹71 Cr 509,862
↑ 19,144 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹61 Cr 134,546
↑ 9,822 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹60 Cr 18,825,767 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹58 Cr 759,818 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹58 Cr 936,780 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹57 Cr 2,131,308
↑ 48,507 MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH2% ₹54 Cr 421,865
↑ 33,649 3. Aditya Birla Sun Life Small Cap Fund
CAGR/Annualized return of 12% 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 (02 Apr 25) ₹75.9 ↑ 0.45 (0.60 %) 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 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 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 2 Apr 25 Duration Returns 1 Month 9% 3 Month -15% 6 Month -19% 1 Year 1.8% 3 Year 13.2% 5 Year 30.5% 10 Year 15 Year Since launch 12% 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 0.41 Yr. Dhaval Joshi 21 Nov 22 2.36 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 21.87% Consumer Cyclical 19.39% Financial Services 14.55% Basic Materials 13.05% Health Care 9.38% Consumer Defensive 7.68% Real Estate 4.81% Technology 2.88% Utility 1.29% Asset Allocation
Asset Class Value Cash 5.1% Equity 94.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR2% ₹96 Cr 254,193
↓ -65,862 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA2% ₹83 Cr 73,267 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | 5329292% ₹82 Cr 862,251 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434132% ₹81 Cr 612,219
↓ -31,441 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX2% ₹81 Cr 161,290
↑ 7,000 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT2% ₹80 Cr 181,892
↑ 15,000 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹76 Cr 2,476,520 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322152% ₹76 Cr 750,000
↑ 75,000 Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 5052832% ₹76 Cr 760,011 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG2% ₹75 Cr 459,599
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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