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- స్మాల్ క్యాప్ మ్యూచువల్ ఫండ్స్ అంటే ఏమిటి?
- FY 22 - 23లో పెట్టుబడి పెట్టడానికి టాప్ 10 ఉత్తమ స్మాల్ క్యాప్ ఫండ్‌లు
- మీరు స్మాల్ క్యాప్ ఫండ్లలో ఎందుకు పెట్టుబడి పెట్టాలి?
- స్మాల్ క్యాప్ మ్యూచువల్ ఫండ్స్‌లో ఎవరు పెట్టుబడి పెట్టాలి
- ఆన్‌లైన్‌లో స్మాల్ క్యాప్ ఫండ్స్‌లో ఎలా పెట్టుబడి పెట్టాలి?
- బెస్ట్ స్మాల్ క్యాప్ ఈక్విటీ ఫండ్స్‌లో ఇన్వెస్ట్ చేయడానికి చిట్కాలు
Top 10 Equity - Small Cap Funds
10 ఉత్తమ స్మాల్ క్యాప్ మ్యూచువల్ ఫండ్‌లు 2022
స్మాల్ క్యాప్‌లు సాధారణంగా a కలిగిన సంస్థలుగా నిర్వచించబడతాయిసంత క్యాపిటలైజేషన్ (MC=కంపెనీ జారీ చేసిన షేర్ల సంఖ్య X మార్కెట్ ధర ఒక్కో షేరుకు) INR 500 కోట్ల కంటే తక్కువ. స్మాల్ క్యాప్ కంపెనీలు దీర్ఘకాలంలో స్థిరమైన వృద్ధికి గొప్ప సామర్థ్యాన్ని కలిగి ఉన్న యువ సంస్థలు. కానీ, పెద్ద వాటితో పోలిస్తే చిన్న క్యాప్స్‌తో వైఫల్యం ప్రమాదం ఎక్కువగా ఉంటుందిమిడ్ క్యాప్ కంపెనీలు.
వెతుకుతున్నారుఉత్తమ స్మాల్ క్యాప్ మ్యూచువల్ ఫండ్స్? బాగా, స్మాల్ క్యాప్ ఫండ్‌లు దీర్ఘకాలిక సంపద సృష్టి సాధనాల్లో ఒకటిఆర్థిక లక్ష్యాలు. ఈ ఆర్థిక లక్ష్యాలలో పిల్లల విద్య కూడా ఉండవచ్చు,పదవీ విరమణ ప్రణాళిక, మొదలైనవి
ఏది ఏమైనప్పటికీ, స్మాల్-క్యాప్ ఫండ్‌లు పోర్ట్‌ఫోలియోలను వైవిధ్యపరచడంలో సహాయపడతాయి మరియు పెట్టుబడిదారులు మొత్తం పోర్ట్‌ఫోలియోలో చిన్న కేటాయింపు (5-10%) తీసుకోవచ్చు, ఇది దీర్ఘ పెట్టుబడి వ్యవధిలో అధిగమించగలదు.
స్మాల్ క్యాప్ మ్యూచువల్ ఫండ్స్ అంటే ఏమిటి?
స్మాల్-క్యాప్‌లు "పూర్తి మార్కెట్ క్యాపిటలైజేషన్ పరంగా 251వ కంపెనీగా" నిర్వచించబడ్డాయి. నిబంధనల ప్రకారం, స్మాల్ క్యాప్ ఫండ్ల పోర్ట్‌ఫోలియో స్మాల్ క్యాప్ స్టాక్‌లలో దాని మొత్తం ఆస్తులలో కనీసం 65 శాతం కలిగి ఉండాలి. దీర్ఘకాలంలో తమ రాబడిని పెంచుకోవాలనుకునే పెట్టుబడిదారులు మరియు అధిక-అపాయకరమైన ఆకలి, స్మాల్ క్యాప్ ఫండ్లలో తమ పెట్టుబడులను ప్లాన్ చేసుకోవచ్చు. స్మాల్ క్యాప్స్ యొక్క అస్థిరతను తట్టుకోగలగాలి. ఈ నిధులు బుల్ మార్కెట్‌లో అత్యధికంగా పెరగవచ్చు మరియు బేర్ మార్కెట్‌లో ఏటవాలు పతనాలను కూడా ఎదుర్కొంటాయి. సరైన రాబడిని పొందడానికి, ఒకపెట్టుబడిదారుడు కనీసం మూడు-ఐదేళ్లకు మించి పెట్టుబడి పెట్టాలి.
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మేము స్మాల్-క్యాప్ ఫండ్ల గత పనితీరును పరిశీలిస్తే, 9 జనవరి 2012 నాటికి, స్మాల్-క్యాప్ ఫండ్ల సగటు మూడేళ్ల రాబడి 25.5 శాతంగా ఉంది, ఇది మిడ్ మరియు స్మాల్ క్యాప్ ఫండ్ల ద్వారా 24 శాతంగా ఉంది. లార్జ్ క్యాప్ యొక్క సగటు మూడు సంవత్సరాల రాబడిఈక్విటీ ఫండ్స్ 9 జనవరి 2012న 17.518 శాతంగా ఉంది. స్మాల్-క్యాప్ స్పేస్‌లో అనేక సంస్థలు భవిష్యత్తులో విజయగాథలుగా మారగల సామర్థ్యాన్ని కలిగి ఉన్నాయి.
FY 22 - 23లో పెట్టుబడి పెట్టడానికి టాప్ 10 ఉత్తమ స్మాల్ క్యాప్ ఫండ్‌లు
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Small Cap Fund Growth ₹181.011
↓ -0.29 ₹61,027 -0.6 8.7 34.3 28.3 36.8 48.9 L&T Emerging Businesses Fund Growth ₹91.1128
↓ -0.26 ₹17,306 1.6 10.1 33.9 26.3 32.4 46.1 DSP BlackRock Small Cap Fund Growth ₹205.404
↓ -0.60 ₹16,147 0 14.5 31.3 22.6 31.8 41.2 Kotak Small Cap Fund Growth ₹282.014
↓ -0.60 ₹17,593 -1.3 8.8 32.2 18.8 31.6 34.8 IDBI Small Cap Fund Growth ₹34.2937
↓ -0.08 ₹386 0.8 13.3 44.8 25.1 31.2 33.4 HDFC Small Cap Fund Growth ₹144.468
↓ -0.83 ₹33,504 0.4 10.3 27.8 24.6 30.7 44.8 Franklin India Smaller Companies Fund Growth ₹184.261
↓ -0.74 ₹13,944 -2 4.9 29.6 26.2 30.5 52.1 Sundaram Small Cap Fund Growth ₹267.531
↓ -0.99 ₹3,450 -0.6 9.5 26.3 20.9 29.4 45.3 ICICI Prudential Smallcap Fund Growth ₹89.57
↓ -0.27 ₹8,435 -3.4 3.8 24.1 20 28.8 37.9 SBI Small Cap Fund Growth ₹183.981
↑ 0.29 ₹33,107 -1.7 6.1 29.8 20.3 28.2 25.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Dec 24 100 కోట్లు & క్రమబద్ధీకరించబడింది5 సంవత్సరంCAGR తిరిగి వస్తుంది.
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 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 (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 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 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 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 (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 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 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 (13 Dec 24) ₹181.011 ↓ -0.29 (-0.16 %) Net Assets (Cr) ₹61,027 on 31 Oct 24 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 2.23 Information Ratio 0.95 Alpha Ratio 6.45 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 30 Nov 19 ₹10,000 30 Nov 20 ₹12,157 30 Nov 21 ₹21,339 30 Nov 22 ₹24,664 30 Nov 23 ₹34,135 30 Nov 24 ₹45,838 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 24 Duration Returns 1 Month 8.3% 3 Month -0.6% 6 Month 8.7% 1 Year 34.3% 3 Year 28.3% 5 Year 36.8% 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 7.92 Yr. Kinjal Desai 25 May 18 6.53 Yr. Data below for Nippon India Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 26.18% Financial Services 13.18% Basic Materials 12.06% Consumer Cyclical 11.88% Technology 9.71% Consumer Defensive 8.09% Health Care 7.17% Communication Services 1.9% Utility 1.79% Energy 1.7% Real Estate 0.59% Asset Allocation
Asset Class Value Cash 4.95% Equity 95.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,194 Cr 6,650,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,145 Cr 1,851,010 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS2% ₹1,020 Cr 4,472,130 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹908 Cr 899,271 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹897 Cr 2,499,222 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON1% ₹810 Cr 512,355 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹794 Cr 614,625 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹763 Cr 9,100,000 Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET1% ₹761 Cr 5,763,697 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA1% ₹752 Cr 31,784,062 2. L&T Emerging Businesses Fund
CAGR/Annualized return of 23.2% 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 (13 Dec 24) ₹91.1128 ↓ -0.26 (-0.28 %) 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 30 Nov 19 ₹10,000 30 Nov 20 ₹10,894 30 Nov 21 ₹19,240 30 Nov 22 ₹21,023 30 Nov 23 ₹29,366 30 Nov 24 ₹38,725 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 24 Duration Returns 1 Month 10.8% 3 Month 1.6% 6 Month 10.1% 1 Year 33.9% 3 Year 26.3% 5 Year 32.4% 10 Year 15 Year Since launch 23.2% 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 4.96 Yr. Cheenu Gupta 1 Oct 23 1.17 Yr. Sonal Gupta 1 Oct 23 1.17 Yr. Data below for L&T Emerging Businesses Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 31.33% Consumer Cyclical 15.35% Financial Services 14.41% Basic Materials 12.12% Technology 8.54% Real Estate 5.16% Health Care 3.86% Consumer Defensive 3.52% Energy 1.51% Asset Allocation
Asset Class Value Cash 1.78% Equity 98.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS3% ₹458 Cr 455,400
↓ -50,000 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000403% ₹441 Cr 1,607,279 Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -2% ₹410 Cr 281,022 Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 5052832% ₹406 Cr 2,444,924
↑ 127,474 BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE2% ₹395 Cr 884,500
↑ 108,253 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹387 Cr 2,473,042 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 5002512% ₹383 Cr 537,550
↓ -42,850 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329292% ₹341 Cr 2,891,084 NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC2% ₹337 Cr 11,291,100 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON2% ₹335 Cr 238,273 3. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 18.9% 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 (13 Dec 24) ₹205.404 ↓ -0.60 (-0.29 %) Net Assets (Cr) ₹16,147 on 31 Oct 24 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 1.61 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 30 Nov 19 ₹10,000 30 Nov 20 ₹12,943 30 Nov 21 ₹20,662 30 Nov 22 ₹22,033 30 Nov 23 ₹29,861 30 Nov 24 ₹38,118 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 24 Duration Returns 1 Month 8.8% 3 Month 0% 6 Month 14.5% 1 Year 31.3% 3 Year 22.6% 5 Year 31.8% 10 Year 15 Year Since launch 18.9% 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 14.46 Yr. Resham Jain 16 Mar 18 6.72 Yr. Data below for DSP BlackRock Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Consumer Cyclical 31.74% Basic Materials 20.49% Industrials 16.97% Health Care 8.7% Consumer Defensive 7.34% Financial Services 4.08% Technology 3.74% Communication Services 1.09% Utility 0.2% Asset Allocation
Asset Class Value Cash 5.67% Equity 94.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹569 Cr 7,937,996 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹508 Cr 1,746,352 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT3% ₹476 Cr 9,260,495 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹473 Cr 6,500,000
↑ 203,304 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹431 Cr 3,620,969
↑ 82,779 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹391 Cr 2,500,000 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹379 Cr 9,143,737 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹375 Cr 9,623,118
↓ -376,882 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230252% ₹360 Cr 1,629,601 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 5244942% ₹358 Cr 2,254,904
↓ -86,395 4. 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 (13 Dec 24) ₹282.014 ↓ -0.60 (-0.21 %) Net Assets (Cr) ₹17,593 on 31 Oct 24 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 2.12 Information Ratio -0.62 Alpha Ratio 7.3 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 30 Nov 19 ₹10,000 30 Nov 20 ₹12,833 30 Nov 21 ₹22,884 30 Nov 22 ₹22,932 30 Nov 23 ₹29,052 30 Nov 24 ₹38,342 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 24 Duration Returns 1 Month 6.7% 3 Month -1.3% 6 Month 8.8% 1 Year 32.2% 3 Year 18.8% 5 Year 31.6% 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 1.12 Yr. Data below for Kotak Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 33% Consumer Cyclical 20.66% Basic Materials 14.66% Health Care 13.16% Technology 3.54% Real Estate 3.51% Financial Services 3.51% Consumer Defensive 3.23% Communication Services 2.54% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹583 Cr 3,174,852 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Dec 18 | TECHNOE3% ₹557 Cr 3,559,792 Century Plyboards (India) Ltd (Basic Materials)
Equity, Since 31 Oct 18 | 5325483% ₹539 Cr 6,353,571 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI3% ₹489 Cr 1,328,764 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹471 Cr 2,518,929
↓ -97,744 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433083% ₹441 Cr 8,096,930 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5433502% ₹439 Cr 4,397,621 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | 5433582% ₹395 Cr 2,596,496 Alembic Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 22 | APLLTD2% ₹387 Cr 3,427,766 V-Mart Retail Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | VMART2% ₹384 Cr 902,098 5. IDBI Small Cap Fund
CAGR/Annualized return of 17.9% 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 (13 Dec 24) ₹34.2937 ↓ -0.08 (-0.24 %) Net Assets (Cr) ₹386 on 31 Oct 24 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 2.32 Information Ratio 0.12 Alpha Ratio 9.23 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 30 Nov 19 ₹10,000 30 Nov 20 ₹11,205 30 Nov 21 ₹19,152 30 Nov 22 ₹21,049 30 Nov 23 ₹26,022 30 Nov 24 ₹37,374 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 24 Duration Returns 1 Month 10.7% 3 Month 0.8% 6 Month 13.3% 1 Year 44.8% 3 Year 25.1% 5 Year 31.2% 10 Year 15 Year Since launch 17.9% 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 0.42 Yr. Mahesh Bendre 1 Jul 24 0.42 Yr. Data below for IDBI Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 37.66% Consumer Cyclical 15.15% Basic Materials 12.28% Health Care 7.12% Technology 5.65% Utility 5% Financial Services 4.58% Consumer Defensive 4.27% Real Estate 2.79% Communication Services 2.2% Asset Allocation
Asset Class Value Cash 2.85% Equity 97.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346003% ₹13 Cr 1,263,574
↑ 291,276 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP3% ₹11 Cr 142,830
↓ -8,310 Kilburn Engineering Ltd (Industrials)
Equity, Since 30 Nov 24 | 5221013% ₹11 Cr 215,000
↑ 215,000 Himatsingka Seide Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HIMATSEIDE2% ₹10 Cr 545,700 TD Power Systems Ltd (Industrials)
Equity, Since 31 Aug 23 | TDPOWERSYS2% ₹10 Cr 224,441 Artemis Medicare Services Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Oct 23 | 5429192% ₹10 Cr 296,517 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG2% ₹10 Cr 86,263 Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Sep 23 | PPLPHARMA2% ₹10 Cr 358,586 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006552% ₹10 Cr 19,459
↓ -8,280 Hi-Tech Pipes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | HITECH2% ₹10 Cr 582,210 6. HDFC Small Cap Fund
CAGR/Annualized return of 17.3% 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 (13 Dec 24) ₹144.468 ↓ -0.83 (-0.57 %) Net Assets (Cr) ₹33,504 on 31 Oct 24 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 1.8 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 30 Nov 19 ₹10,000 30 Nov 20 ₹10,999 30 Nov 21 ₹18,727 30 Nov 22 ₹20,683 30 Nov 23 ₹28,599 30 Nov 24 ₹36,115 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 24 Duration Returns 1 Month 7.8% 3 Month 0.4% 6 Month 10.3% 1 Year 27.8% 3 Year 24.6% 5 Year 30.7% 10 Year 15 Year Since launch 17.3% 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 10.44 Yr. Dhruv Muchhal 22 Jun 23 1.45 Yr. Data below for HDFC Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 26.57% Consumer Cyclical 18.59% Technology 13.98% Health Care 10.99% Financial Services 10.42% Basic Materials 7.39% Communication Services 2.79% Consumer Defensive 2.04% Utility 0.43% Asset Allocation
Asset Class Value Cash 6.78% Equity 93.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL6% ₹1,997 Cr 58,686,126
↓ -772,429 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX3% ₹1,082 Cr 3,718,907 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹1,075 Cr 42,828,792 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM3% ₹1,052 Cr 23,670,534
↑ 250,000 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW3% ₹852 Cr 13,917,530
↑ 37,641 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328432% ₹778 Cr 12,453,275 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹771 Cr 5,824,193
↓ -200,000 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP2% ₹706 Cr 5,472,939
↓ -150,000 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹694 Cr 2,350,662 PVR INOX Ltd (Communication Services)
Equity, Since 28 Feb 23 | PVRINOX2% ₹644 Cr 4,101,954 7. Franklin India Smaller Companies Fund
CAGR/Annualized return of 16.7% 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 (13 Dec 24) ₹184.261 ↓ -0.74 (-0.40 %) Net Assets (Cr) ₹13,944 on 31 Oct 24 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 1.87 Information Ratio 0.2 Alpha Ratio 1.48 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 30 Nov 19 ₹10,000 30 Nov 20 ₹11,034 30 Nov 21 ₹18,187 30 Nov 22 ₹19,620 30 Nov 23 ₹27,946 30 Nov 24 ₹36,275 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 24 Duration Returns 1 Month 8.7% 3 Month -2% 6 Month 4.9% 1 Year 29.6% 3 Year 26.2% 5 Year 30.5% 10 Year 15 Year Since launch 16.7% 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 13.84 Yr. Sandeep Manam 18 Oct 21 3.12 Yr. Akhil Kalluri 8 Sep 22 2.23 Yr. Data below for Franklin India Smaller Companies Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 25.32% Financial Services 18.01% Consumer Cyclical 13.73% Health Care 9.23% Basic Materials 8.71% Technology 5.59% Real Estate 4.72% Consumer Defensive 4.37% Utility 2.71% Energy 0.86% Communication Services 0.16% Asset Allocation
Asset Class Value Cash 5.42% Equity 94.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹456 Cr 3,868,691 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹377 Cr 8,473,781 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR3% ₹366 Cr 1,387,967 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900032% ₹348 Cr 15,398,917 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹336 Cr 48,064,081 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹326 Cr 4,963,469
↓ -2,000,000 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹284 Cr 1,448,723 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON2% ₹270 Cr 6,900,000 360 One Wam Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | 360ONE2% ₹267 Cr 2,452,684 Amara Raja Energy & Mobility Ltd (Industrials)
Equity, Since 31 Dec 23 | 5000082% ₹253 Cr 1,819,819 8. 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 (13 Dec 24) ₹267.531 ↓ -0.99 (-0.37 %) Net Assets (Cr) ₹3,450 on 31 Oct 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 1.98 Information Ratio -0.55 Alpha Ratio 2.84 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 30 Nov 19 ₹10,000 30 Nov 20 ₹11,636 30 Nov 21 ₹19,239 30 Nov 22 ₹20,068 30 Nov 23 ₹27,300 30 Nov 24 ₹34,272 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 24 Duration Returns 1 Month 7.7% 3 Month -0.6% 6 Month 9.5% 1 Year 26.3% 3 Year 20.9% 5 Year 29.4% 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 2.08 Yr. Data below for Sundaram Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 20.64% Industrials 19.07% Consumer Cyclical 15% Health Care 8.9% Basic Materials 8.81% Technology 7.23% Consumer Defensive 6.08% Communication Services 3.59% Real Estate 3.42% Utility 1.7% Energy 0.95% Asset Allocation
Asset Class Value Cash 4.05% Equity 95.39% Debt 0.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹119 Cr 182,432
↓ -4,971 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹86 Cr 387,840 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹83 Cr 2,132,517 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹75 Cr 490,718
↑ 23,573 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM2% ₹75 Cr 1,690,672 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹75 Cr 936,780 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹74 Cr 434,018
↓ -61,910 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹74 Cr 989,246 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹72 Cr 18,825,767 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 5329292% ₹64 Cr 545,048
↓ -25,554 9. 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 (13 Dec 24) ₹89.57 ↓ -0.27 (-0.30 %) Net Assets (Cr) ₹8,435 on 31 Oct 24 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.04 Sharpe Ratio 1.71 Information Ratio -0.51 Alpha Ratio -1.05 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 30 Nov 19 ₹10,000 30 Nov 20 ₹11,584 30 Nov 21 ₹19,992 30 Nov 22 ₹21,608 30 Nov 23 ₹27,846 30 Nov 24 ₹34,469 Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 24 Duration Returns 1 Month 5.9% 3 Month -3.4% 6 Month 3.8% 1 Year 24.1% 3 Year 20% 5 Year 28.8% 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 1.21 Yr. Sri Sharma 18 Sep 23 1.21 Yr. Sharmila D’mello 30 Jun 22 2.42 Yr. Data below for ICICI Prudential Smallcap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Basic Materials 22.14% Industrials 22.04% Consumer Cyclical 12.41% Financial Services 7.15% Health Care 6.32% Utility 4.15% Consumer Defensive 3% Technology 2.44% Real Estate 2.27% Communication Services 1.61% Energy 0.23% Asset Allocation
Asset Class Value Cash 16.25% Equity 83.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Jan 24 | 5327023% ₹249 Cr 6,386,844 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT3% ₹215 Cr 593,777 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5200562% ₹190 Cr 152,300 Cyient Ltd (Industrials)
Equity, Since 31 Aug 18 | CYIENT2% ₹182 Cr 992,257 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 5004802% ₹175 Cr 500,956 Gillette India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | GILLETTE2% ₹174 Cr 174,908 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | 5332482% ₹171 Cr 8,646,517
↑ 861,705 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL2% ₹170 Cr 324,908 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5325382% ₹166 Cr 149,768 Kesoram Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | KESORAMIND2% ₹159 Cr 7,538,679 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 (13 Dec 24) ₹183.981 ↑ 0.29 (0.16 %) Net Assets (Cr) ₹33,107 on 31 Oct 24 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 2.02 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 30 Nov 19 ₹10,000 30 Nov 20 ₹12,462 30 Nov 21 ₹19,330 30 Nov 22 ₹21,618 30 Nov 23 ₹26,000 30 Nov 24 ₹33,253 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Dec 24 Duration Returns 1 Month 7.6% 3 Month -1.7% 6 Month 6.1% 1 Year 29.8% 3 Year 20.3% 5 Year 28.2% 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 11.05 Yr. Pradeep Kesavan 31 Dec 23 0.92 Yr. Mohan Lal 1 May 24 0.59 Yr. Data below for SBI Small Cap Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 30.8% Consumer Cyclical 20.99% Financial Services 14.42% Basic Materials 9.14% Consumer Defensive 5.32% Health Care 2.18% Communication Services 1.85% Real Estate 1.65% Asset Allocation
Asset Class Value Cash 13.63% Equity 86.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO3% ₹1,025 Cr 5,531,552 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS3% ₹989 Cr 3,300,000 Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE3% ₹929 Cr 34,595,699 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹901 Cr 7,900,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹865 Cr 9,716,991 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹800 Cr 9,324,049 SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC2% ₹776 Cr 89,318,180 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB2% ₹772 Cr 43,000,000 Triveni Turbine Ltd (Industrials)
Equity, Since 31 Jan 19 | TRITURBINE2% ₹757 Cr 9,855,433 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL2% ₹754 Cr 7,700,000
మీరు స్మాల్ క్యాప్ ఫండ్లలో ఎందుకు పెట్టుబడి పెట్టాలి?
వాటిలో కొన్నిపెట్టుబడి ప్రయోజనాలు స్మాల్ క్యాప్ ఫండ్‌లో ఇవి ఉన్నాయి:
- లార్జ్ క్యాప్స్ కంటే స్మాల్ క్యాప్స్ మరింత ఫ్లెక్సిబుల్ గా ఉంటాయి. పెద్ద కంపెనీల కంటే చిన్న కంపెనీలు మార్పులను త్వరగా స్వీకరించగలవు, అందువల్ల అవి పేలుడు వృద్ధిని చూపుతాయి
- ఆ సమయంలో,స్మాల్ క్యాప్ ఫండ్స్ కంటే మెరుగైన పనితీరును కనబరుస్తుందిలార్జ్ క్యాప్ ఫండ్స్, కానీ వారి అస్థిరత చాలా ఎక్కువగా ఉంటుంది
- ఇవి అభివృద్ధి యొక్క ప్రారంభ దశలో ఉన్న కంపెనీలు కాబట్టి, అవి వేగంగా అభివృద్ధి చెందుతాయి
- స్మాల్ క్యాప్ స్టాక్స్ మిడ్ క్యాప్ మరియు లార్జ్ క్యాప్ స్టాక్స్ కంటే తక్కువ ధరలో ఉంటాయి
- అధిక రిస్క్‌తో అధిక రాబడిని పొందే అవకాశం వస్తుంది
స్మాల్ క్యాప్ మ్యూచువల్ ఫండ్స్‌లో ఎవరు పెట్టుబడి పెట్టాలి
స్మాల్-క్యాప్ ఫండ్స్ స్మాల్-క్యాప్ స్టాక్‌లు మరియు స్టార్టప్‌ల వంటి చిన్న కంపెనీలలో పెట్టుబడి పెట్టడం వల్ల, అవి భవిష్యత్తులో వృద్ధికి భారీ సామర్థ్యాన్ని కలిగి ఉంటాయి. కానీ, వాస్తవం ఏమిటంటే స్మాల్ క్యాప్‌ల రాబడి అధిక అస్థిరతకు లోనవుతుంది. అందువల్ల, కొన్ని స్మాల్ క్యాప్ స్టాక్‌లు మీ సంపదను నాశనం చేస్తాయి. అయితే, మరోవైపు, స్మాల్ క్యాప్స్ కూడా భవిష్యత్తులో మీ పెట్టుబడులను రెట్టింపు చేయగలవు.
కంపెనీల స్వభావం కారణంగా, పెరుగుతున్న మార్కెట్‌లో స్మాల్ క్యాప్‌లు అధిగమించగలవు మరియు కూడా చేయగలవుఅండర్ పెర్ఫార్మ్ తిరోగమన సమయంలో. అందువల్ల, తమ పెట్టుబడిలో అధిక స్థాయి నష్టాన్ని భరించగల పెట్టుబడిదారులు మాత్రమే పరిగణించాలిపెట్టుబడి పెడుతున్నారు స్మాల్ క్యాప్ ఫండ్లలో. చెడ్డ మార్కెట్ దశలో మీరు పతనాలను భరించగలగాలి. మీరు అటువంటి అధిక-రిస్క్ ఫండ్స్‌లో పెట్టుబడి పెట్టాలని ప్లాన్ చేస్తుంటే, మీ ఇన్వెస్ట్‌మెంట్‌లను ఎక్కువ కాలం, అంటే సుమారుగా ఐదు సంవత్సరాల కంటే ఎక్కువ కాలం పాటు ప్లాన్ చేసుకోవాలని సూచించబడింది. ఈక్విటీ మార్కెట్‌లో ఎంత ఎక్కువ కాలం ఇన్వెస్ట్ చేస్తే మంచి లాభాలు ఆర్జించే అవకాశాలు ఎక్కువగా ఉంటాయి.
ఆన్‌లైన్‌లో స్మాల్ క్యాప్ ఫండ్స్‌లో ఎలా పెట్టుబడి పెట్టాలి?
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మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి
పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
బెస్ట్ స్మాల్ క్యాప్ ఈక్విటీ ఫండ్స్‌లో ఇన్వెస్ట్ చేయడానికి చిట్కాలు
స్మాల్ క్యాప్ ఫండ్స్‌లో ఇన్వెస్ట్ చేయడానికి ప్లాన్ చేస్తున్నప్పుడు, పెట్టుబడి పెట్టడానికి ముందు మీరు పరిగణనలోకి తీసుకోవలసిన కొన్ని ముఖ్యమైన పారామీటర్‌లు ఇక్కడ ఉన్నాయి.
గత ప్రదర్శనలను అంచనా వేయండి
ఆదర్శవంతంగా, మీరు మ్యూచువల్ ఫండ్ స్కీమ్‌లో పెట్టుబడి పెట్టాలని ప్లాన్ చేసినప్పుడు, మీరు ఫండ్ యొక్క గత పనితీరును క్షుణ్ణంగా విశ్లేషించాలి. గత ఐదు సంవత్సరాల రిటర్న్‌లను తీసుకోండి మరియు ఇతర మంచి ఫండ్‌లతో పోల్చడానికి ప్రయత్నించండి. అన్ని మార్కెట్ పరిస్థితులలో ఫండ్ దాని పనితీరులో స్థిరంగా ఉండాలి. అలాగే, ఫండ్ దాని బెంచ్‌మార్క్‌ను అధిగమించగలదా లేదా అని తనిఖీ చేయండి.
పథకం నాణ్యమైన ఫండ్ హౌస్‌కు చెందినదిగా ఉండాలి
మీరు ఇన్వెస్ట్ చేయాలనుకుంటున్న ఫండ్ హౌస్ నాణ్యత & కీర్తిని చూడాలని ఎల్లప్పుడూ సూచించబడుతోంది. దీర్ఘకాల రికార్డు, నిర్వహణలో ఉన్న పెద్ద ఆస్తులు, స్టార్ ఫండ్‌లు లేదా మంచి పనితీరు గల ఫండ్ మొదలైనవి ఉన్న ఫండ్ హౌస్ ఒకటి. పెట్టుబడి పెట్టడానికి. స్థిరమైన ట్రాక్ రికార్డ్‌తో ఆర్థిక పరిశ్రమలో బలమైన ఉనికిని కలిగి ఉన్న ఫండ్ హౌస్‌కు ఆదర్శంగా ప్రాధాన్యత ఇవ్వాలి.
ఫండ్ మేనేజర్ అనుభవాన్ని తనిఖీ చేయండి
మ్యూచువల్ ఫండ్ పథకం యొక్క పనితీరు క్రెడిట్ ఫండ్ మేనేజర్‌కి ఉంటుంది. ఫండ్ పోర్ట్‌ఫోలియో కోసం పెట్టుబడి నిర్ణయాలు తీసుకునే బాధ్యత ఫండ్ మేనేజర్‌పై ఉంటుంది. కాబట్టి, పెట్టుబడిదారులు నిర్దిష్ట ఫండ్ మేనేజర్ ద్వారా నిర్వహించబడే ఫండ్ల పనితీరును పరిశీలించాలి, ముఖ్యంగా కఠినమైన మార్కెట్ దశలలో. ఫండ్ మేనేజర్ తన కెరీర్‌లో స్థిరంగా ఉన్న ఫండ్ మేనేజర్ కోసం వెళ్లడం ప్రాధాన్యత ఎంపిక.
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