టాప్ 6 బెస్ట్ పెర్ఫార్మింగ్ స్మాల్ & మిడ్‌క్యాప్ ఈక్విటీ మ్యూచువల్ ఫండ్స్ 2022

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2022లో పెట్టుబడి పెట్టడానికి టాప్ 6 ఉత్తమ స్మాల్ & మిడ్‌క్యాప్ ఫండ్‌లు
Top 3 Funds

ఉత్తమ స్మాల్ & మిడ్‌క్యాప్ ఈక్విటీ మ్యూచువల్ ఫండ్‌లు 2022

Updated on February 19, 2025 , 2768 views

మిడ్ మరియు స్మాల్ క్యాప్మ్యూచువల్ ఫండ్స్ దీర్ఘకాలంలో మంచి లాభాలను అందించగల సామర్థ్యం కారణంగా బాగా తెలిసిన ప్లాన్. ఈ నిధులు దీర్ఘకాలిక పెట్టుబడి లక్ష్యాల కోసం ఉత్తమ సంపద సృష్టి సాధనాల్లో ఒకటిగా కూడా పరిగణించబడతాయి. వంటి వారి వివిధ లక్ష్యాలను పెట్టుబడిదారులు ప్లాన్ చేసుకోవచ్చుపదవీ విరమణ ప్రణాళిక, పిల్లల ఉన్నత విద్య లేదా ఇల్లు/కారు కొనుగోలు మొదలైనవి. మధ్య మరియుస్మాల్ క్యాప్ ఫండ్స్ ఒక రకమైన మ్యూచువల్ ఫండ్‌లు మధ్య నుండి చిన్న పరిమాణాల కంపెనీల స్టాక్‌లలో పెట్టుబడి పెడతాయి.

ఈ ఫండ్‌లు సాధారణంగా a కలిగిన సంస్థలుగా నిర్వచించబడతాయిసంత INR 1000- 500 కోట్ల క్యాపిటలైజేషన్ (MC=కంపెనీ జారీ చేసిన షేర్ల సంఖ్య X మార్కెట్ ధర ఒక్కో షేరుకు). సాంప్రదాయకంగా, మిడ్-క్యాప్‌లు మిడ్-సైజ్ కంపెనీలు, ఇవి బాగా నడపడానికి మరియు మంచి వ్యాపార వ్యూహాన్ని కలిగి ఉంటే రేపటి నాయకులు లేదా పెద్ద క్యాప్‌లుగా మారతాయి. నిజానికి,మిడ్ క్యాప్ తక్కువ వడ్డీ రేట్లు, తక్కువ ఇన్‌పుట్ ఖర్చు మరియు మెరుగుదల కారణంగా 2015 సంవత్సరంలో స్టాక్‌లు లార్జ్ క్యాప్ మరియు స్మాల్ క్యాప్ స్టాక్‌లను అధిగమించాయి.రాజధాని తగ్గింపు. BSE మిడ్-క్యాప్ మరియు BSE స్మాల్-క్యాప్ ఇండెక్స్ వరుసగా 7.43% & 6.76% పెరిగాయి, అదే సమయంలో BSE సెన్సెక్స్ 5.03% పడిపోయింది.

మిడ్ & స్మాల్ క్యాప్ ఫండ్స్‌లో ఇన్వెస్ట్ చేయడానికి ఆసక్తి ఉన్న ఇన్వెస్టర్లు, 2500 కోట్ల కంటే ఎక్కువ AUM సైజుతో టాప్ పెర్ఫార్మింగ్ ఫండ్స్ క్రింద ఉన్నాయి.

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2022లో పెట్టుబడి పెట్టడానికి టాప్ 6 ఉత్తమ స్మాల్ & మిడ్‌క్యాప్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
TATA Mid Cap Growth Fund Growth	₹375.357 ↓ -4.15	₹4,354	-9.4	-15.2	4.3	17.5	19.6	22.7
Sundaram Small Cap Fund Growth	₹220.17 ↓ -1.03	₹3,168	-10.8	-15.1	-1.6	16.4	21.5	19.1
Aditya Birla Sun Life Small Cap Fund Growth	₹72.9788 ↓ -0.38	₹4,585	-13.7	-18.1	-1.4	12.9	17.9	21.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 25

* పై నిధుల జాబితాలో 2,500 కోట్ల కంటే ఎక్కువ నికర ఆస్తులు ఉన్నాయి. క్రమబద్ధీకరించబడిందిగత 3 సంవత్సరాల రిటర్న్.

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 (21 Feb 25)	₹375.357 ↓ -4.15 (-1.09 %)
Net Assets (Cr)	₹4,354 on 31 Jan 25
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	0.35
Information Ratio	-0.76
Alpha Ratio	0.05
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 Jan 20	₹10,000
31 Jan 21	₹11,482
31 Jan 22	₹16,071
31 Jan 23	₹15,929
31 Jan 24	₹23,915
31 Jan 25	₹26,647

TATA Mid Cap Growth Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 21 Feb 25

Duration	Returns
1 Month	-6.9%
3 Month	-9.4%
6 Month	-15.2%
1 Year	4.3%
3 Year	17.5%
5 Year	19.6%
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	3.9 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Industrials	24.74%
Financial Services	18.28%
Health Care	13.44%
Consumer Cyclical	11.01%
Basic Materials	8.63%
Technology	5.77%
Real Estate	5.3%
Communication Services	2.97%
Utility	1.84%
Energy	1.81%
Consumer Defensive	1.06%

Asset Allocation

Asset Class	Value
Cash	5.12%
Equity	94.88%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Apr 24 \| 533398	3%	₹150 Cr	700,000
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	3%	₹145 Cr	1,300,000
Alkem Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| ALKEM	3%	₹141 Cr	250,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 30 Jun 23 \| AUROPHARMA	3%	₹133 Cr	1,000,000
Jubilant Foodworks Ltd (Consumer Cyclical) Equity, Since 30 Jun 18 \| JUBLFOOD	3%	₹129 Cr	1,800,000 ↑ 200,000
Cummins India Ltd (Industrials) Equity, Since 31 Mar 21 \| 500480	3%	₹121 Cr	369,694
Lupin Ltd (Healthcare) Equity, Since 31 Dec 22 \| 500257	3%	₹118 Cr	500,000
Oberoi Realty Ltd (Real Estate) Equity, Since 31 Oct 23 \| OBEROIRLTY	3%	₹116 Cr	500,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| UNOMINDA	2%	₹105 Cr	1,000,000
Mphasis Ltd (Technology) Equity, Since 31 Jul 24 \| 526299	2%	₹100 Cr	350,000

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 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 (21 Feb 25)	₹220.17 ↓ -1.03 (-0.47 %)
Net Assets (Cr)	₹3,168 on 31 Jan 25
Category	Equity - Small Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2
Sharpe Ratio	0.13
Information Ratio	-0.19
Alpha Ratio	1.36
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 Jan 20	₹10,000
31 Jan 21	₹11,516
31 Jan 22	₹18,416
31 Jan 23	₹18,235
31 Jan 24	₹27,323
31 Jan 25	₹29,522

Sundaram Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 21 Feb 25

Duration	Returns
1 Month	-9.8%
3 Month	-10.8%
6 Month	-15.1%
1 Year	-1.6%
3 Year	16.4%
5 Year	21.5%
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	2.25 Yr.

Data below for Sundaram Small Cap Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Industrials	20.69%
Financial Services	18.18%
Consumer Cyclical	16.27%
Health Care	9.48%
Basic Materials	9.12%
Technology	5.96%
Consumer Defensive	4.45%
Communication Services	3.75%
Real Estate	3.56%
Utility	1.61%
Energy	1.03%

Asset Allocation

Asset Class	Value
Cash	4.23%
Equity	95.2%
Debt	0.58%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 21 \| 523025	3%	₹101 Cr	387,840
Affle India Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	3%	₹88 Cr	490,718
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	3%	₹87 Cr	1,690,672
Greenpanel Industries Ltd Ordinary Shares (Basic Materials) Equity, Since 31 Jul 21 \| GREENPANEL	2%	₹79 Cr	2,082,801 ↓ -49,716
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| 543417	2%	₹75 Cr	1,031,166 ↑ 7,552
Cholamandalam Financial Holdings Ltd (Financial Services) Equity, Since 31 Jan 20 \| CHOLAHLDNG	2%	₹72 Cr	515,189 ↑ 46,523
KSB Ltd (Industrials) Equity, Since 31 May 14 \| KSB	2%	₹72 Cr	936,780
Brigade Enterprises Ltd (Real Estate) Equity, Since 31 Dec 12 \| 532929	2%	₹68 Cr	545,048
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jul 24 \| EIDPARRY	2%	₹67 Cr	746,507
Chalet Hotels Ltd (Consumer Cyclical) Equity, Since 28 Feb 23 \| CHALET	2%	₹65 Cr	669,376

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 11.8% 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 (21 Feb 25)	₹72.9788 ↓ -0.38 (-0.52 %)
Net Assets (Cr)	₹4,585 on 31 Jan 25
Category	Equity - Small Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	-0.03
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 Jan 20	₹10,000
31 Jan 21	₹11,321
31 Jan 22	₹17,001
31 Jan 23	₹15,974
31 Jan 24	₹23,310
31 Jan 25	₹24,413

Aditya Birla Sun Life Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 21 Feb 25

Duration	Returns
1 Month	-11.1%
3 Month	-13.7%
6 Month	-18.1%
1 Year	-1.4%
3 Year	12.9%
5 Year	17.9%
10 Year
15 Year
Since launch	11.8%

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	0.25 Yr.
Dhaval Joshi	21 Nov 22	2.2 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Industrials	26.43%
Consumer Cyclical	18.67%
Basic Materials	11.24%
Financial Services	9.15%
Health Care	8.93%
Technology	7.09%
Consumer Defensive	6.81%
Real Estate	5.45%
Utility	0.57%
Communication Services	0.46%

Asset Allocation

Asset Class	Value
Cash	5.22%
Equity	94.78%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Hitachi Energy India Ltd Ordinary Shares (Technology) Equity, Since 30 Sep 20 \| POWERINDIA	3%	₹150 Cr	104,267 ↓ -26,237
Kirloskar Pneumatic Co Ltd (Industrials) Equity, Since 31 Aug 22 \| 505283	3%	₹132 Cr	857,054 ↓ -11,056
TD Power Systems Ltd (Industrials) Equity, Since 30 Jun 23 \| TDPOWERSYS	3%	₹129 Cr	2,855,858 ↓ -631,787
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jul 20 \| NAVINFLUOR	2%	₹116 Cr	358,005
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 21 \| 532929	2%	₹109 Cr	876,647
Tega Industries Ltd (Industrials) Equity, Since 31 Dec 21 \| 543413	2%	₹101 Cr	643,660 ↑ 16,560
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 31 May 20 \| CCL	2%	₹94 Cr	1,271,109 ↓ -3,135
TeamLease Services Ltd (Industrials) Equity, Since 30 Jun 23 \| TEAMLEASE	2%	₹85 Cr	290,149 ↓ -9,851
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 18 \| JKCEMENT	2%	₹84 Cr	183,864
Gokaldas Exports Ltd (Consumer Cyclical) Equity, Since 31 Mar 23 \| GOKEX	2%	₹84 Cr	740,383 ↓ -150,000

Disclaimer:
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.