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சிறந்த 6 சிறந்த செயல்திறன் கொண்ட சிறிய மற்றும் மிட்கேப் ஈக்விட்டி மியூச்சுவல் ஃபண்டுகள் 2022

ஃபின்காஷ் »பரஸ்பர நிதி »சிறந்த சிறிய மற்றும் மிட்கேப் நிதிகள்

சிறந்த ஸ்மால் & மிட்கேப் ஈக்விட்டி மியூச்சுவல் ஃபண்டுகள் 2022

Updated on March 30, 2025 , 2837 views

நடுத்தர மற்றும் சிறிய தொப்பிபரஸ்பர நிதி நீண்ட காலத்திற்கு நல்ல லாபத்தை அளிக்கும் திறன் காரணமாக நன்கு அறியப்பட்ட திட்டமாகும். இந்த நிதிகள் நீண்ட கால முதலீட்டு இலக்குகளுக்கான சிறந்த செல்வத்தை உருவாக்கும் கருவிகளில் ஒன்றாகவும் கருதப்படுகிறது. போன்ற பல்வேறு இலக்குகளை முதலீட்டாளர்கள் திட்டமிடலாம்ஓய்வூதிய திட்டமிடல், ஒரு குழந்தையின் உயர் கல்வி அல்லது வீடு/கார் வாங்குதல் போன்றவை. நடுத்தர மற்றும்சிறிய தொப்பி நிதிகள் நடுத்தர முதல் சிறிய அளவிலான நிறுவனங்களின் பங்குகளில் முதலீடு செய்யும் மியூச்சுவல் ஃபண்டுகளின் வகை.

இந்த நிதிகள் பொதுவாக நிறுவனங்களாக வரையறுக்கப்படுகின்றனசந்தை 1000- 500 கோடி ரூபாய் மூலதனமாக்கல் (எம்சி=நிறுவனத்தால் வழங்கப்பட்ட பங்குகளின் எண்ணிக்கை X சந்தை விலை) பாரம்பரியமாக, மிட்-கேப்ஸ் என்பது நடுத்தர அளவிலான நிறுவனங்களாகும், அவை நன்றாக இயங்கி நல்ல வணிக உத்தியைக் கொண்டிருந்தால் நாளைய தலைவர்கள் அல்லது பெரிய நிறுவனங்களாக மாறும். உண்மையாக,நடுத்தர தொப்பி குறைந்த வட்டி விகிதங்கள், குறைந்த உள்ளீடு செலவு மற்றும் முன்னேற்றம் காரணமாக, 2015 ஆம் ஆண்டில், பங்குகள் பெரிய தொப்பி மற்றும் சிறிய தொப்பி பங்குகளை விட சிறப்பாக செயல்பட்டன.மூலதனம் குறைப்பு. பிஎஸ்இ மிட் கேப் மற்றும் பிஎஸ்இ ஸ்மால் கேப் குறியீடு முறையே 7.43% & 6.76% உயர்ந்தது, அதே நேரத்தில் பிஎஸ்இ சென்செக்ஸ் 5.03% சரிந்தது.

மிட் & ஸ்மால் கேப் ஃபண்டுகளில் முதலீடு செய்ய ஆர்வமுள்ள முதலீட்டாளர்கள், 2500 கோடிக்கும் அதிகமான AUM அளவுடன் சிறந்த செயல்திறன் கொண்ட ஃபண்டுகள் கீழே கொடுக்கப்பட்டுள்ளன.

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2022 இல் முதலீடு செய்ய சிறந்த 6 சிறிய மற்றும் மிட்கேப் நிதிகள்

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
TATA Mid Cap Growth Fund Growth ₹389.828
↑ 3.74
₹3,955-9.8-15.53.716.829.422.7
Sundaram Small Cap Fund Growth ₹225.914
↑ 1.93
₹2,763-14-17.80.71533.819.1
Aditya Birla Sun Life Small Cap Fund Growth ₹75.9
↑ 0.45
₹4,054-15-19.51.91330.321.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 25
*மேலே உள்ள நிதிகளின் பட்டியலில் 2,500 கோடிக்கும் அதிகமான நிகர சொத்துக்கள் உள்ளன. வரிசைப்படுத்தப்பட்டதுகடந்த 3 வருட வருவாய்.

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 12.6% since its launch.  Ranked 31 in Mid Cap category.  Return for 2024 was 22.7% , 2023 was 40.5% and 2022 was 0.6% .

Below is the key information for TATA Mid Cap Growth Fund

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.

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 ₹627,226.
Net Profit of ₹327,226
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 2 Apr 25

DurationReturns
1 Month 7%
3 Month -9.8%
6 Month -15.5%
1 Year 3.7%
3 Year 16.8%
5 Year 29.4%
10 Year
15 Year
Since launch 12.6%
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 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials21.45%
Financial Services20.91%
Health Care14.6%
Consumer Cyclical11.64%
Basic Materials9.65%
Technology4.98%
Real Estate4.58%
Communication Services3.12%
Utility2.79%
Energy1.34%
Consumer Defensive1.2%
Asset Allocation
Asset ClassValue
Cash3.76%
Equity96.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹130 Cr1,300,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 533398
3%₹120 Cr561,497
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹116 Cr250,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
3%₹114 Cr600,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
3%₹113 Cr1,800,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹106 Cr1,000,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI
3%₹101 Cr600,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹100 Cr369,694
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 24 | IGL
2%₹85 Cr4,500,000
↑ 1,909,260
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA
2%₹83 Cr1,001,126
↓ -98,874

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 16.7% since its launch.  Ranked 19 in Small Cap category.  Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% .

Below is the key information for Sundaram Small Cap Fund

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.

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 ₹689,048.
Net Profit of ₹389,048
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 2 Apr 25

DurationReturns
1 Month 6.9%
3 Month -14%
6 Month -17.8%
1 Year 0.7%
3 Year 15%
5 Year 33.8%
10 Year
15 Year
Since launch 16.7%
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 222.33 Yr.

Data below for Sundaram Small Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials19.46%
Consumer Cyclical18.36%
Financial Services17.68%
Basic Materials9.08%
Health Care9.08%
Consumer Defensive4.93%
Technology4.4%
Communication Services3.59%
Real Estate3.3%
Utility1.22%
Asset Allocation
Asset ClassValue
Cash4.94%
Equity95.06%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹80 Cr376,813
↑ 15,427
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
3%₹79 Cr483,211
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM
3%₹77 Cr1,898,655
↑ 143,950
Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
3%₹71 Cr509,862
↑ 19,144
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN
2%₹61 Cr134,546
↑ 9,822
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹60 Cr18,825,767
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
2%₹58 Cr759,818
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹58 Cr936,780
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹57 Cr2,131,308
↑ 48,507
MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH
2%₹54 Cr421,865
↑ 33,649

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 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% .

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 (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.

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 ₹642,208.
Net Profit of ₹342,208
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 2 Apr 25

DurationReturns
1 Month 8.3%
3 Month -15%
6 Month -19.5%
1 Year 1.9%
3 Year 13%
5 Year 30.3%
10 Year
15 Year
Since launch 11.9%
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 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials21.87%
Consumer Cyclical19.39%
Financial Services14.55%
Basic Materials13.05%
Health Care9.38%
Consumer Defensive7.68%
Real Estate4.81%
Technology2.88%
Utility1.29%
Asset Allocation
Asset ClassValue
Cash5.1%
Equity94.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR
2%₹96 Cr254,193
↓ -65,862
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹83 Cr73,267
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | 532929
2%₹82 Cr862,251
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹81 Cr612,219
↓ -31,441
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX
2%₹81 Cr161,290
↑ 7,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
2%₹80 Cr181,892
↑ 15,000
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
2%₹76 Cr2,476,520
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 532215
2%₹76 Cr750,000
↑ 75,000
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹76 Cr760,011
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG
2%₹75 Cr459,599

Disclaimer:
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. முதலீடு செய்வதற்கு முன் திட்டத் தகவல் ஆவணத்துடன் சரிபார்க்கவும்.
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