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Table of Contents
- 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 ₹171.658
↓ -2.49 ₹62,260 0 16.5 39.7 27 35.4 48.9 Kotak Small Cap Fund Growth ₹270.401
↓ -3.19 ₹18,287 0 17.6 35.7 16.6 30.5 34.8 DSP BlackRock Small Cap Fund Growth ₹194.106
↓ -2.12 ₹16,705 1 19.4 34.3 20.9 30.3 41.2 L&T Emerging Businesses Fund Growth ₹84.8712
↓ -0.52 ₹17,306 0.7 15.1 34 22.9 30.2 46.1 HDFC Small Cap Fund Growth ₹137.579
↓ -1.33 ₹33,963 1 14.5 30.4 22.2 28.9 44.8 IDBI Small Cap Fund Growth ₹31.9621
↓ -0.69 ₹370 -1.4 21.6 44.2 22 28.8 33.4 Franklin India Smaller Companies Fund Growth ₹173.925
↓ -1.98 ₹14,460 -3.4 11 32.4 22.3 28.6 52.1 ICICI Prudential Smallcap Fund Growth ₹86.41
↓ -1.05 ₹8,825 -0.7 12.1 28.6 18.1 28.3 37.9 Sundaram Small Cap Fund Growth ₹255.305
↓ -3.17 ₹3,503 1.7 13.5 30.4 18.6 27.1 45.3 SBI Small Cap Fund Growth ₹174.624
↓ -2.21 ₹34,217 -0.4 13.9 32.4 18.1 27 25.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Nov 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 (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 (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 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 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 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 (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 22.4% 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 (12 Nov 24) ₹171.658 ↓ -2.49 (-1.43 %) 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 12 Nov 24 Duration Returns 1 Month -3.7% 3 Month 0% 6 Month 16.5% 1 Year 39.7% 3 Year 27% 5 Year 35.4% 10 Year 15 Year Since launch 22.4% 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 7.84 Yr. Kinjal Desai 25 May 18 6.44 Yr. Data below for Nippon India Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 26.53% Financial Services 13.41% Basic Materials 12.59% Consumer Cyclical 12.01% Technology 9.17% Consumer Defensive 8.08% Health Care 7.17% Communication Services 1.91% Utility 1.83% Energy 0.83% Real Estate 0.59% Asset Allocation
Asset Class Value Cash 5.18% Equity 94.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,206 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,154 Cr 6,650,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA2% ₹1,120 Cr 2,499,222 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹905 Cr 899,271 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹864 Cr 4,472,130 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹827 Cr 614,625 Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET1% ₹773 Cr 5,763,697 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹746 Cr 9,100,000 Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP1% ₹745 Cr 642,476
↓ -7,968 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON1% ₹720 Cr 512,355 2. Kotak Small Cap Fund
CAGR/Annualized return of 18.2% 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 (12 Nov 24) ₹270.401 ↓ -3.19 (-1.17 %) 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 12 Nov 24 Duration Returns 1 Month -5.7% 3 Month 0% 6 Month 17.6% 1 Year 35.7% 3 Year 16.6% 5 Year 30.5% 10 Year 15 Year Since launch 18.2% 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 1.04 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. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 18.6% 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 (12 Nov 24) ₹194.106 ↓ -2.12 (-1.08 %) 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 12 Nov 24 Duration Returns 1 Month -3.5% 3 Month 1% 6 Month 19.4% 1 Year 34.3% 3 Year 20.9% 5 Year 30.3% 10 Year 15 Year Since launch 18.6% 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 14.38 Yr. Resham Jain 16 Mar 18 6.64 Yr. Data below for DSP BlackRock Small Cap Fund as on 30 Sep 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. L&T Emerging Businesses Fund
CAGR/Annualized return of 22.6% 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 (12 Nov 24) ₹84.8712 ↓ -0.52 (-0.61 %) 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 12 Nov 24 Duration Returns 1 Month -5.1% 3 Month 0.7% 6 Month 15.1% 1 Year 34% 3 Year 22.9% 5 Year 30.2% 10 Year 15 Year Since launch 22.6% 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 4.88 Yr. Cheenu Gupta 1 Oct 23 1.09 Yr. Sonal Gupta 1 Oct 23 1.09 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 5. HDFC Small Cap Fund
CAGR/Annualized return of 17.1% 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 (12 Nov 24) ₹137.579 ↓ -1.33 (-0.95 %) 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 12 Nov 24 Duration Returns 1 Month -2.6% 3 Month 1% 6 Month 14.5% 1 Year 30.4% 3 Year 22.2% 5 Year 28.9% 10 Year 15 Year Since launch 17.1% 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 10.35 Yr. Dhruv Muchhal 22 Jun 23 1.36 Yr. Data below for HDFC Small Cap Fund as on 30 Sep 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 6. IDBI Small Cap Fund
CAGR/Annualized return of 17% 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 (12 Nov 24) ₹31.9621 ↓ -0.69 (-2.11 %) 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 12 Nov 24 Duration Returns 1 Month -5.5% 3 Month -1.4% 6 Month 21.6% 1 Year 44.2% 3 Year 22% 5 Year 28.8% 10 Year 15 Year Since launch 17% 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 0.34 Yr. Mahesh Bendre 1 Jul 24 0.34 Yr. Data below for IDBI Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 34.51% Consumer Cyclical 14.6% Basic Materials 13.64% Health Care 7.31% Technology 6.27% Financial Services 5.09% Utility 4.95% Consumer Defensive 4.59% Real Estate 3.11% Communication Services 2.38% Asset Allocation
Asset Class Value Cash 2.06% Equity 97.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹11 Cr 27,739
↓ -5,838 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP3% ₹11 Cr 25,190 Hi-Tech Pipes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | HITECH3% ₹11 Cr 582,210
↑ 582,210 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG3% ₹10 Cr 86,263 Piramal Pharma Ltd (Healthcare)
Equity, Since 30 Sep 23 | PPLPHARMA2% ₹10 Cr 358,586
↓ -10,552 JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5346002% ₹10 Cr 486,149 Himatsingka Seide Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5140432% ₹9 Cr 545,700
↑ 545,700 TD Power Systems Ltd (Industrials)
Equity, Since 31 Aug 23 | TDPOWERSYS2% ₹9 Cr 224,441
↑ 85,788 VA Tech Wabag Ltd (Industrials)
Equity, Since 31 Jul 24 | 5332692% ₹9 Cr 49,733 NOCIL Ltd (Basic Materials)
Equity, Since 31 Oct 24 | NOCIL2% ₹9 Cr 298,502
↑ 298,502 7. Franklin India Smaller Companies Fund
CAGR/Annualized return of 16.4% 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 (12 Nov 24) ₹173.925 ↓ -1.98 (-1.13 %) 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 12 Nov 24 Duration Returns 1 Month -4.9% 3 Month -3.4% 6 Month 11% 1 Year 32.4% 3 Year 22.3% 5 Year 28.6% 10 Year 15 Year Since launch 16.4% 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 13.76 Yr. Sandeep Manam 18 Oct 21 3.04 Yr. Akhil Kalluri 8 Sep 22 2.15 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 8. ICICI Prudential Smallcap Fund
CAGR/Annualized return of 13.5% 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 (12 Nov 24) ₹86.41 ↓ -1.05 (-1.20 %) 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 12 Nov 24 Duration Returns 1 Month -4.2% 3 Month -0.7% 6 Month 12.1% 1 Year 28.6% 3 Year 18.1% 5 Year 28.3% 10 Year 15 Year Since launch 13.5% 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 1.12 Yr. Sri Sharma 18 Sep 23 1.12 Yr. Sharmila D’mello 30 Jun 22 2.34 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 17.8% 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 (12 Nov 24) ₹255.305 ↓ -3.17 (-1.23 %) 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 12 Nov 24 Duration Returns 1 Month -4.9% 3 Month 1.7% 6 Month 13.5% 1 Year 30.4% 3 Year 18.6% 5 Year 27.1% 10 Year 15 Year Since launch 17.8% 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 Yr. Data below for Sundaram Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 21.4% Industrials 18.33% Consumer Cyclical 15.96% Health Care 8.42% Basic Materials 8.34% Technology 6.91% Consumer Defensive 6.06% Real Estate 4.14% Communication Services 3.5% Utility 1.79% Energy 1.06% Asset Allocation
Asset Class Value Cash 3.54% Equity 95.92% Debt 0.54% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹106 Cr 187,403
↑ 6,657 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹101 Cr 495,928
↓ -139,347 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹91 Cr 387,840 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹84 Cr 936,780 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹83 Cr 2,132,517 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | 5329292% ₹81 Cr 570,602 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹76 Cr 18,825,767 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹75 Cr 339,385
↑ 339,385 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹74 Cr 467,145 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹73 Cr 989,246
↑ 54,681 10. SBI Small Cap Fund
CAGR/Annualized return of 20.8% 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 (12 Nov 24) ₹174.624 ↓ -2.21 (-1.25 %) 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 12 Nov 24 Duration Returns 1 Month -5.1% 3 Month -0.4% 6 Month 13.9% 1 Year 32.4% 3 Year 18.1% 5 Year 27% 10 Year 15 Year Since launch 20.8% 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 10.97 Yr. Pradeep Kesavan 31 Dec 23 0.84 Yr. Mohan Lal 1 May 24 0.5 Yr. Data below for SBI Small Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Industrials 32.31% Consumer Cyclical 21.32% Financial Services 14.7% Basic Materials 8.94% Consumer Defensive 5.63% Health Care 2.03% Communication Services 1.96% Real Estate 1.58% Asset Allocation
Asset Class Value Cash 11.54% Equity 88.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity Finolex Industries Ltd (Industrials)
Equity, Since 31 Aug 20 | FINPIPE3% ₹1,049 Cr 34,595,699 Blue Star Ltd (Industrials)
Equity, Since 30 Jun 18 | BLUESTARCO3% ₹1,035 Cr 5,531,552
↓ -368,448 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹1,007 Cr 7,900,000
↓ -1,100,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Aug 19 | 5222753% ₹965 Cr 5,404,515
↓ -1,595,485 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS3% ₹919 Cr 3,300,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹846 Cr 9,716,991 CMS Info Systems Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434412% ₹806 Cr 15,000,000 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% ₹756 Cr 43,000,000 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹752 Cr 9,324,049
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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