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بہترین سمال اور مڈ کیپ ایکویٹی میوچل فنڈز 2022
درمیانی اور چھوٹی ٹوپیباہمی چندہ طویل مدت میں اچھے منافع کی فراہمی کی صلاحیت کی وجہ سے ایک معروف منصوبہ ہے۔ ان فنڈز کو طویل مدتی سرمایہ کاری کے اہداف کے لیے دولت کی تخلیق کے بہترین ٹولز میں سے ایک سمجھا جاتا ہے۔ سرمایہ کار اپنے مختلف مقاصد کی منصوبہ بندی کر سکتے ہیں جیسےریٹائرمنٹ پلاننگ، بچے کی اعلیٰ تعلیم یا مکان/گاڑی وغیرہ کی خریداریسمال کیپ فنڈز میوچل فنڈز کی ایک قسم ہے جو درمیانی سے چھوٹے سائز کی کمپنیوں کے اسٹاک میں سرمایہ کاری کرتی ہے۔
ان فنڈز کو عام طور پر ایک کے ساتھ فرموں کے طور پر بیان کیا جاتا ہے۔مارکیٹ کیپٹلائزیشن (MC = کمپنی کی طرف سے جاری کردہ حصص کی تعداد X مارکیٹ قیمت فی حصص) INR 1000-500 کروڑ۔ روایتی طور پر، مڈ کیپس درمیانے درجے کی کمپنیاں ہوتی ہیں، جو اگر اچھی طرح سے چلتی ہیں اور ان کے پاس اچھی کاروباری حکمت عملی ہوتی ہے تو وہ کل کے لیڈر یا بڑے کیپ بن جاتی ہیں۔ حقیقت میں،درمیانی ٹوپی سٹاک نے سال 2015 میں لاج کیپ اور سمال کیپ دونوں اسٹاکس کو پیچھے چھوڑ دیا، جس کی وجہ سود کی کم شرح، کم لاگت، اور اس میں بہتری ہے۔سرمایہ کمی بی ایس ای مڈ کیپ اور بی ایس ای سمال کیپ انڈیکس میں بالترتیب 7.43% اور 6.76% اضافہ ہوا، جب کہ اسی مدت کے دوران بی ایس ای سینسیکس 5.03% گر گیا۔
وہ سرمایہ کار جو مڈ اور سمال کیپ فنڈز میں سرمایہ کاری کرنے کے خواہشمند ہیں، ذیل میں 2500 کروڑ سے زیادہ کے AUM سائز کے ساتھ سرفہرست کارکردگی کا مظاہرہ کرنے والے فنڈز ہیں۔
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2022 میں سرمایہ کاری کے لیے ٹاپ 6 بہترین سمال اینڈ مڈ کیپ فنڈز
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) TATA Mid Cap Growth Fund Growth ₹387.616
↓ -9.72 ₹4,529 -8.5 -13.2 10.2 18 20.6 22.7 Sundaram Small Cap Fund Growth ₹232.062
↓ -6.20 ₹3,401 -8.6 -8.4 6.7 16.3 23 19.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 25 آخری 3 سال کی واپسی۔.
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on 1. TATA Mid Cap Growth Fund
CAGR/Annualized return of 12.7% since its launch. Ranked 31 in Mid Cap category. Return for 2024 was 22.7% , 2023 was 40.5% and 2022 was 0.6% . TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (27 Jan 25) ₹387.616 ↓ -9.72 (-2.45 %) Net Assets (Cr) ₹4,529 on 31 Dec 24 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 0 Sharpe Ratio 1.14 Information Ratio -0.84 Alpha Ratio -0.61 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 Dec 19 ₹10,000 31 Dec 20 ₹12,426 31 Dec 21 ₹17,398 31 Dec 22 ₹17,503 31 Dec 23 ₹24,599 31 Dec 24 ₹30,183 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jan 25 Duration Returns 1 Month -8.5% 3 Month -8.5% 6 Month -13.2% 1 Year 10.2% 3 Year 18% 5 Year 20.6% 10 Year 15 Year Since launch 12.7% 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 3.82 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Industrials 25.19% Financial Services 18.51% Health Care 13.02% Consumer Cyclical 10.46% Basic Materials 9.67% Technology 5.81% Real Estate 5.06% Consumer Defensive 3.16% Communication Services 2.92% Energy 1.79% Utility 0.67% Asset Allocation
Asset Class Value Cash 3.7% Equity 96.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL3% ₹147 Cr 1,300,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹141 Cr 250,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | MUTHOOTFIN3% ₹134 Cr 700,000 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | CUMMINSIND3% ₹129 Cr 369,694 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA3% ₹126 Cr 1,000,000 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹105 Cr 1,000,000 Mphasis Ltd (Technology)
Equity, Since 31 Jul 24 | MPHASIS2% ₹104 Cr 350,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD2% ₹103 Cr 1,600,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | LUPIN2% ₹103 Cr 500,000 PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND2% ₹102 Cr 250,000 2. Sundaram Small Cap Fund
CAGR/Annualized return of 17.1% since its launch. Ranked 19 in Small Cap category. Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (27 Jan 25) ₹232.062 ↓ -6.20 (-2.60 %) Net Assets (Cr) ₹3,401 on 31 Dec 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 0.97 Information Ratio -0.58 Alpha Ratio -0.78 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 Dec 19 ₹10,000 31 Dec 20 ₹12,616 31 Dec 21 ₹20,229 31 Dec 22 ₹19,802 31 Dec 23 ₹28,771 31 Dec 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 27 Jan 25 Duration Returns 1 Month -10.2% 3 Month -8.6% 6 Month -8.4% 1 Year 6.7% 3 Year 16.3% 5 Year 23% 10 Year 15 Year Since launch 17.1% 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 2.17 Yr. Data below for Sundaram Small Cap Fund as on 31 Dec 24
Equity Sector Allocation
Sector Value Financial Services 20.75% Industrials 19.14% Consumer Cyclical 16.03% Basic Materials 8.9% Health Care 8.47% Technology 6.63% Consumer Defensive 5.7% Communication Services 3.71% Real Estate 3.6% Utility 1.56% Energy 0.96% Asset Allocation
Asset Class Value Cash 3.97% Equity 95.46% Debt 0.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹100 Cr 387,840 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹93 Cr 150,019
↓ -32,413 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | 5409752% ₹85 Cr 1,690,672 Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹79 Cr 490,718 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹78 Cr 936,780 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹76 Cr 468,666
↑ 34,648 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL2% ₹74 Cr 2,132,517 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹72 Cr 1,023,614
↑ 34,368 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 12 | BRIGADE2% ₹68 Cr 545,048 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹67 Cr 18,825,767
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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