10 Top Performing Small & Mid Cap Mutual Funds in India

The assets under management (AUM) of the mutual fund industry reached an all-time high of Rs 16.46 trillion in December 2016, according to the data from the Association of Mutual Funds in India (AMFI) and expects to cross Rs 20 trillion this year. Below given are the top 10 mutual funds in India for 1 year time frame, with return as the parameter. Calculated Period: Feb 2017- March 2016.



Sahara Midcap Fund - Direct (G)

Objective: The scheme aims to invest in mid cap stocks. The mid cap stocks are defined as those stocks whose market cap does not exceed the least market cap stock in S&P CNX Nifty Junior Index or of the highest market cap stock in Mid Cap 200 Index, whichever is higher and is not below that of least market cap stock in Mid Cap 200 Index.

Top 5 Holdings
Himatsingka Seide Ltd.
Bharat Electronics Ltd.
BEML Ltd
Mold-Tek Packaging Ltd.
ITD Cementation India Ltd.

Sahara Midcap Fund (G)


Objective: An open ended growth fund with an objective to achieve long term capital growth at medium level of risks by investing primarily in mid-cap stocks.

Top 5 Holdings
Himatsingka Seide Ltd.
Bharat Electronics Ltd.
BEML Ltd
Mold-Tek Packaging Ltd.
ITD Cementation India Ltd.

Birla SL Small & Midcap -Direct (G)

Objective: 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.

Top 5 Holdings
Mahanagar Gas Ltd.
Sterlite Technologies Ltd.
DCB Bank Ltd.
KEC International Ltd.
Firstsource Solutions Ltd.

DSP-BR Micro Cap Fund - Direct (G)

Objective: The aim of the fund is to seek long-term capital appreciation by investing in a portfolio that is substantially constitutes of stocks that are not part of the top 300 companies by market capitalisation. Focus of the scheme is to deliver superior long term performance by selecting stocks of companies those are uncorrelated to broader markets & not sector specific.

Top 5 Holdings
Sharda Cropchem Ltd.
SRF Ltd.
Atul Ltd.
KPR Mills Ltd.
Repco Home Finance Ltd.

Birla SL Small and Midcap Fund (G)

Objective: 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.

Top 5 Holdings
Mahanagar Gas Ltd.
Sterlite Technologies Ltd.
DCB Bank Ltd.
KEC International Ltd.
Firstsource Solutions Ltd.

Birla SL Pure Value - Direct (G)

Objective: The scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities by following value investing strategy i.e buying into stocks that are trading for less than their intrinsic value - stocks that the market is undervaluing.

Top 5 Holdings
India Cements Ltd.
Chennai Petroleum Corpn. Ltd.
Sintex Industries Ltd.
Hindustan Petroleum Corpn. Ltd.
Atul Ltd.

Sahara Star Value Fund (G)

Objective: The scheme seeks to provide long term capital appreciation by investing predominantly in equity / equity related instruments of select companies based on value parameters

Top 5 Holdings
BEML Ltd
Techno Electric & Engg. Co. Ltd.
Mold-Tek Packaging Ltd.
Atul Ltd.
KPR Mills Ltd.

Sahara Star Value Fund -Direct (G)

Objective: The scheme seeks to provide long term capital appreciation by investing predominantly in equity / equity related instruments of select companies based on value parameters.

Top 5 Holdings
BEML Ltd
Techno Electric & Engg. Co. Ltd.
Mold-Tek Packaging Ltd.
Atul Ltd.
KPR Mills Ltd.

DSP-BR Micro Cap Fund - RP (G)

Objective: The aim of the fund is to seek long-term capital appreciation by investing in a portfolio that is substantially constitutes of stocks that are not part of the top 300 companies by market capitalisation. Focus of the scheme is to deliver superior long term performance by selecting stocks of companies those are uncorrelated to broader markets & not sector specific.

Top 5 Holdings
Sharda Cropchem Ltd.
SRF Ltd.
Atul Ltd.
KPR Mills Ltd.
Repco Home Finance Ltd.

DSP-BR Small & Mid Cap -Direct (G)

Objective: An Open ended equity growth scheme, primarily seeking to generate long term capital appreciation from a portfolio substantially constituted of equity and equity related securities, which are not part of top 100 stocks by market capitalization. From time to time, the Investment Manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction.

Top 5 Holdings
Techno Electric   
SRF
Atul
Federal Bank    
Manappuram Fin

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