best small cap and midcap funds

SBI Magnum midcap fund, Kotak Emerging Equity Fund, and HDFC Midcap Opportunities Midcap Fund are some of the prominent midcap funds in India. L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. Nippon India Small Cap Fund 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. WebHere are the best Mid-Cap Value funds. Get in touch with us 180 0266 6444. Check current NAV, rating, performance & returns on Value Research and start investing in Equity: Small Cap in 2023. Best Mid Cap Funds Return for 2022 was -6.5% , 2021 was 51.4% and 2020 was 19.8% . L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. 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. Inception Date 08/14/2023. Return for 2022 was 1.1% , 2021 was 30.4% and 2020 was 19% . 34,469 Crs. Also Read: Top 10 Small Cap mutual fund schemes with highest returns since launch The average three-year return of small cap funds has also been higher at 30.31%. 26.19Cr. in diversified stocks that are generally termed Neither the Fund nor the Investment Manager guarantees any level of return or risk on investments. Which ones are the best investments for you? DateValue31 Jul 1810,00031 Jul 198,53131 Jul 207,56731 Jul 2115,80731 Jul 2215,89631 Jul 2322,543 HDFC Small Cap Fund SIP Returns Goal based Monthly SIPMy Monthly Investment:Investment Tenure:YearsExpected Annual Returns:% Total investment amount is 300,000 expected amount after 5 Years is 470,047. 209.09Cr. They are stable and provide good liquidity and good returns. 76 Best Mid-Cap Value Mutual Funds - U.S. News Holdings can include emerging-market stocks. Net Profit of 105,518 Invest Now Invest Now Returns for L&T Midcap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. However, the best midcap funds will not be appropriate if you are focused on short-term returns. Invesco India Midcap fund. Best Large and Midcap Funds You can also use fund ratings that objectively assess a fund manager based on their track record. Markets never sleep, and neither does Bloomberg News. What are the major indexes, and what stocks do they contain? Cap vs. Small-Cap Mutual Funds That's because valuations, especially of high-priced stocks, tend to compress in recessions. Mid-Cap Funds It is a fund with High risk and has given a CAGR/Annualized return of 18.2% since its launch. Small Cap Funds The videos and white papers displayed on this page have not been devised by The Financial Times Limited ("FT"). Midcap Value. Return for 2022 was 6.5% , 2021 was 74.3% and 2020 was 29.2% . MDYG has 231 holdings invested in its $1.63 billion in total net assets. All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2023. It has good scores in the parameters of valuation, volatility, and capture ratio as per the ZFunds ratings. WebMid-growth funds invest in stocks medium-sized companies that are projected to grow faster than other mid-cap stocks. JPMorgan BetaBuilders US Mid Cap Eq ETF; SPDR Portfolio S&P 400 Mid Cap ETF; JPMorgan Divers Ret US Mid Cp Eq ETF; Xtrackers as on 18 Aug 23 DurationReturns1 Month 3.1% 3 Month 16.7% 6 Month 25.5% 1 Year 31.6% 3 Year 43.1% 5 Year 21.7% 10 Year 15 Year Since launch 20.9% Historical performance (Yearly) on absolute basis YearReturns2022 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% 2013 11.9% Fund Manager information for Nippon India Small Cap Fund NameSinceTenureSamir Rachh2 Jan 176.58 Yr.Kinjal Desai25 May 185.19 Yr.Tejas Sheth1 Feb 230.5 Yr.Akshay Sharma1 Dec 220.67 Yr.Data below for Nippon India Small Cap Fund as on 30 Jun 23 Equity Sector Allocation SectorValueIndustrials28.03%Consumer Cyclical15.12%Financial Services14.56%Basic Materials11.56%Technology8.56%Health Care6.85%Consumer Defensive6.73%Communication Services1.68%Energy1.31%Utility0.54%Real Estate0.3% Asset Allocation Asset ClassValueCash2.83%Equity97.17% Top Securities Holdings / Portfolio NameHoldingValueQuantity Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)Equity, Since 30 Apr 18 | TIINDIA3%1,006 Cr3,267,559 HDFC Bank Ltd (Financial Services)Equity, Since 30 Apr 22 | HDFCBANK2%698 Cr4,225,000 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)Equity, Since 31 Jul 19 | CREDITACC2%571 Cr3,922,401 150,000 KPIT Technologies Ltd (Technology)Equity, Since 30 Jun 19 | KPITTECH1%515 Cr4,756,932 Tejas Networks Ltd (Technology)Equity, Since 30 Jun 17 | TEJASNET1%472 Cr5,763,697 Apar Industries Ltd Shs Dematerialised (Industrials)Equity, Since 31 Mar 17 | APARINDS1%470 Cr1,242,965 Larsen & Toubro Ltd (Industrials)Equity, Since 30 Sep 21 | LT1%424 Cr1,583,030 Zydus Wellness Ltd (Consumer Defensive)Equity, Since 31 Aug 16 | ZYDUSWELL1%422 Cr2,871,106 Voltamp Transformers Ltd Shs Dematerialised (Industrials)Equity, Since 30 Sep 16 | VOLTAMP1%404 Cr873,167 Timken India Ltd Shs Dematerialised (Industrials)Equity, Since 28 Feb 18 | 5221131%399 Cr1,134,2187. Moerus Worldwide Value Fund. Fund Size. Return for 2022 was 8.1% , 2021 was 47.6% and 2020 was 33.6% . The Russell 2500 Index (the "Benchmark") measures the performance of the small to mid-cap segment of the United States equity universe. 14.62. iShares S&P Mid-Cap 400 Growth ETF. Piramal Capital & Housing Finance Limited, formerly known as Dewan Housing Finance Corporation Ltd. For example, if a company has 100,000 shares that have been issued at 10 each, the market cap for this firm would be 10 lakh. Best Foreign Small Ranked 9 in Small Cap category. Luxembourg. We've updated the dispute procedures in our, AB SICAV I - US Small and Mid-Cap Portfolio, AllianceBernstein Luxembourg SA Pricing for ETFs is the latest price and not "real time". #4 of 14. Top-performing Mid Cap Funds in 3 years (till August 14). WebWant to invest in mutual funds but confused which to choose? Return for 2022 was 1.1% , 2021 was 30.4% and 2020 was 19% . Mid-cap funds. Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. Below is the key information for Kotak Emerging Equity Scheme. Web10 out of 24 small cap funds. Small-cap funds. In addition, an impressive 65% of clients surveyed, who rated William Blairs Capability of U.S. Small/Mid-Cap Equity Sales, rated their sales coverage as excellent, Rating Risk Moderately HighExpense Ratio 1.88Sharpe Ratio 1.58Information Ratio 0Alpha Ratio 0Min 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 23.6% since its launch. Midcap Value. Return for 2022 was 5.1% , 2021 was 47.3% and 2020 was 21.9% . Click on the tabs below to see more If you dont mind taking some risk, they can help diversify your portfolio. Best small cap Big/Large Cap: $10 200 billion. However, you need to know that despite their long history of strong returns, midcap funds have not always been reliable. WebFind the top rated Global Small/Mid Stock mutual funds. Stock Returns: Small Cap vs iShares Morningstar Mid-Cap Growth ETF. Driehaus Small Cap Growth Fund. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. Best mid cap WebEquity: Small Cap - Get detailed insights into Equity: Small Cap schemes. Return for 2022 was 1% , 2021 was 77.4% and 2020 was 15.5% . Vanguard S&P Mid-Cap 400 ETF. WebHere are the best Mid-Cap Growth funds. An exchange-traded fund, or ETF, allows investors to buy many stocks or bonds at once. It is at its best when investors are putting money into smaller, more speculative companies. as mid-caps. Small iShares Morningstar Small-Cap Value ETF. It is a fund with High risk and has given a CAGR/Annualized return of 18.2% since its launch. The securities listed above are not registered and will not be registered for sale in the United Sates and cannot be purchased by U.S. investors as the securities can only be purchased in jurisdictions where they have been registered for sale or where an exemption from registration applies. Vanguard Mid-Cap 12.64. The information made available to you does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any security of any enterprise in any jurisdiction. Return for 2022 was -6.5% , 2021 was 51.4% and 2020 was 19.8% . PGIM India Midcap Opportunities Fund. A small-cap fund, on the other hand, is suitable for short-term investors. Expense ratio. 109 Best Mid-Cap Growth Mutual Funds - U.S. News Net Profit of 181,656 Invest Now Invest Now Returns for SBI Small Cap Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Best Small-Cap Stocks of August 2023 Forbes Advisor It clocked a three-year performance of 11.27% (13.3% for the no-load fund) versus 13.71% for the S&P SmallCap 600 Index. Mid-Cap Funds best midcap funds 2. iShares S&P Mid-Cap 400 ( IJK 0.41%) This fund invests specifically in mid-cap growth stocks. However, mid & Small cap funds help to diversify portfolios and investors can invest a small portion of about 10-20% in these fund. There is no assurance that the investment object ive of the Fund will actually be achieved. Small cap: $250 million $2 billion. Total market index funds typically devote about 18% to mid-caps--6% to each of the mid-cap style box squares. HDFC Mid-Cap Opportunities Fund | Axis Midcap Fund | SBI Contra Fund | HDFC Flexi Cap Fund | Nippon India Growth Fund | WebTop schemes of Mid Cap Mutual Funds sorted by last 5 year returns. Sources: IBD, Morningstar Direct. WebFund Flow Leaderboard. Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. For a small-cap company, the market capitalization, or market cap, which equals share price times the number of shares outstanding, generally falls between $300 million and $2 billion. If you want to gain broad exposure to small-cap stocks, these four small-cap index fund ETFs are good options: As its name implies, the iShares Russell 2000 Growth ETF aims to track Russell 2000 stocks that exhibit growth characteristics. DateValue31 Jul 1810,00031 Jul 199,17531 Jul 209,54231 Jul 2117,19831 Jul 2218,53231 Jul 2322,216 Kotak Emerging Equity Scheme SIP Returns Goal based Monthly SIPMy Monthly Investment:Investment Tenure:YearsExpected Annual Returns:% Total investment amount is 300,000 expected amount after 5 Years is 470,047. Best Mutual funds focusing on midcap stocks are called midcap funds. Mutual funds focusing on midcap stocks are called midcap funds. Market capitalisation or market cap is the total value of all stocks or shares of a company outstanding on the stock exchanges. Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. Best Mid Cap vs. Large Cap WebThis is a list of all US-traded ETFs that are currently included in the Foreign Small & Mid Cap Equities ETF Database Category by the ETF Database staff. Government Street Opportunities. While past performance cannot guarantee future results, it indicates a fund managers expertise. Best Small Cap Funds The fund seeks to track the performance of the S&P Small Cap 600 index by holding a broad array of stocks, includingRambus (RMBS 3.48%), Shake Shack (SHAK -1.11%), andAerojet Rocketdyne (NYSE:AJRD). Small Cap Dividend Rated two stars by Morningstar, this fund had $150.7 million in assets as of March 31, 2021. FMI Common Stock Fund invests most of its net assets in common stocks of domestic and foreign small- to medium-capitalization companies with a market cap of Best Mid Cap as on 18 Aug 23 DurationReturns1 Month 4.1% 3 Month 14.3% 6 Month 21.8% 1 Year 26.6% 3 Year 41.2% 5 Year 16.8% 10 Year 15 Year Since launch 21% Historical performance (Yearly) on absolute basis YearReturns2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% 2014 2013 Fund Manager information for L&T Emerging Businesses Fund NameSinceTenureVenugopal Manghat17 Dec 193.62 Yr.Vihang Naik17 Dec 193.62 Yr.Data below for L&T Emerging Businesses Fund as on 30 Jun 23 Equity Sector Allocation SectorValueIndustrials38.61%Basic Materials15.76%Consumer Cyclical14.81%Technology8.9%Financial Services6.45%Real Estate5.71%Consumer Defensive3.71%Health Care3.53%Energy1.13% Asset Allocation Asset ClassValueCash1.39%Equity98.61% Top Securities Holdings / Portfolio NameHoldingValueQuantity K.P.R. Oberweis Small-Cap Opportunities Fund. Looking to the long term? 7 Small-Cap Value ETFs to Buy in 2023 | Investing | U.S. News 331.32Cr. Cambiar SMID Fund. Ranked 41 in Mid Cap category. Loaded 0%. WebFind the top rated Mid-Cap Growth mutual funds. Small-caps stocks are more volatile and have less liquidity. The current approximate definitions are as follows: Mega-cap: Market cap of $200 billion and greater. Small-cap stocks are heavily dependent on the domestic economy. Small cap companies are young growing firms, which have a great potential for sustainable growth in the long run. Our methodology: ETMutualFunds has employed the following parameters for shortlisting the Equity mutual fund schemes. In the current calendar year through July 13, small-cap funds have given a category average return of a little more than 15 per cent, higher than that of all other Fidelity Mid-Cap Stock Fund. In this article, we discuss the 15 best mid-cap stocks for 2021. Open Free Investment Account for Lifetime at Fincash.com. The Best Overall: iShares Russell 2000 ETF. All returns as of Dec. 31, 2019. Best mid cap Vanguard S&P Mid-Cap 400 Growth ETF. In this video, we have discussed the Best Mid Cap Mutual Funds for you to invest in 2022. Chemicals & Pharmaceuticals Ltd Shs Dematerialised (Healthcare)Equity, Since 30 Jun 14 | JBCHEPHARM2%221 Cr881,988 Carborundum Universal Ltd (Industrials)Equity, Since 31 Dec 14 | CARBORUNIV2%220 Cr1,812,883 Karur Vysya Bank Ltd (Financial Services)Equity, Since 31 Oct 12 | 5900032%213 Cr17,148,917 Finolex Cables Ltd (Industrials)Equity, Since 31 Mar 12 | FINCABLES2%205 Cr1,933,898 -24,132 6. DFA US Small Cap Growth Portfolio. The Benchmark is constructed to provide a comprehensive and unbiased barometer of the small to mid-cap market. L&T Emerging Businesses and IDFC Sterling Equity trailed behind with returns of over 50%. The iShares Core S&P Small-Cap ETF, with $71 billion in assets, is the biggest small-cap index fund on the market. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch. The small cap category in the mutual fund space has given impressive returns with a compound annual growth rate (CAGR) of 30-37 per cent for one year, 40-44 percent for The Best Small-Cap Funds | Morningstar Below is the key information for Sundaram Mid Cap Fund. Breaking Bread is a series aimed at finding common ground across a deeply divided America. Best 7 Best-Performing ESG It was launched in June 2000 and since then it has gained high acceptance among investors, intermediaries and asset management companies. Here's a look at seven of the best mutual funds and ETFs to buy and hold in a Roth IRA: Fund. Is The Difference Between Large Cap, Mid Cap Best Small Several examples of funds that lost money in the last few years but recovered to beat the market. Axis Small Cap Fund, ICICI Prudential Small Cap Fund, and DSP Small Cap Fund are some of Indias most prominent small-cap funds. Below is the key information for L&T Midcap Fund L&T Midcap Fund Growth Launch Date 9 Aug 04 NAV (18 Aug 23) 241.778 -0.12 (-0.05 %) Net Assets (Cr) 7,526 on 30 Jun 23 Category Equity - Mid CapAMC L&T Investment Management Ltd Rating Risk HighExpense Ratio 1.86Sharpe Ratio 1.38Information Ratio -1.94Alpha Ratio -2.29Min 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. Since small caps are relatively riskier compared to midcaps, they often deliver much higher returns in the short term. The performance data shown in tables and graphs on this page is calculated in GBX of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. Small Cap Also, as the market moves through cycles, you need to periodically rebalance your portfolio to ensure it matches your objectives. Best Mid Cap Thune discusses the conundrum of military national service and explains why he believes Americas system of government still works even when presidents take office despite losing the popular vote. Below is the key information for DSP BlackRock Small Cap Fund DSP BlackRock Small Cap Fund Growth Launch Date 14 Jun 07 NAV (18 Aug 23) 138.728 -0.21 (-0.15 %) Net Assets (Cr) 10,764 on 30 Jun 23 Category Equity - Small CapAMC DSP BlackRock Invmt Managers Pvt. Calculated by Time-Weighted Return since 2002. To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.9% since its launch. Ranked 1 in Small Cap category. Invesco S&P MidCap Low Volatility ETF ( XMLV) 0.25%. Check current NAV, rating, performance & returns on Value Research and start investing in Equity: Mid Cap in 2023. Each ETF is placed in a single best fit ETF Database Category; if you want to browse ETFs with more flexible selection criteria, visit our screener.To see more information of the Foreign Small & Mid Cap The fund's returns have beaten 85 percent of its mid-cap peers over the past 15 years, according to Morningstar. About AB SICAV I - US Small and Mid Kotak Emerging Equity Fund. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. All Rights Reserved, 2023 Shepard Technologies Private Limited. What is a Virtual Credit Card and how to apply for it? The Scheme could also additionally invest in Foreign Securities. Ranked 13 in Mid Cap category. The Scheme could also additionally invest in Foreign Securities. Vanguard S&P Small-Cap 600 Value ETF. But that almost certainly will change at some point, and the ETF was actually slightly beating the Russell 2000 for the year through May 22, 2023. investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies. Ranked 12 in Mid Cap category. Ranked 11 in Small Cap category. Parametric Dividend Income Fund. Mid cap: $2 $10 billion. In 2022, mid-cap stocks had a total return of -13.3%, 280 and 490 basis points better than small and large caps, respectively. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch. For example, through May 22, 2023, the ETF was up 7% for the year compared to a flat Russell 2000. Ranked 5 in Mid Cap category. Vanguard US Multifactor Fund. 10. 10 best-performing small-cap funds in 3 years - The Financial Below is the key information for Nippon India Small Cap Fund Nippon India Small Cap Fund Growth Launch Date 16 Sep 10 NAV (18 Aug 23) 115.932 -0.23 (-0.20 %) Net Assets (Cr) 31,945 on 30 Jun 23 Category Equity - Small CapAMC Nippon Life Asset Management Ltd. The Benchmark is completely reconstituted annually to ensure larger stocks do not distort the performance and characteristics of the true small to mid-cap opportunity set. It is a fund with High risk and has given a CAGR/Annualized return of 21% since its launch. Uses bottom-up approach for stock selection. Foreign Small & Mid Cap Equities In the last 6 months, Mankind Pharma Ltd stock has been added by 10 out of 29 mutual funds in the mid cap funds category, with a total investment value of 502.12Cr. Kotak Emerging Equity Scheme The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies. With thousands of small-cap stocks available on the market, buying one of these is a smart and convenient way to reduce the risk of investing in the sector by gaining exposure to a wide range of companies with just one or two investments. Mid-Cap 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. According to the SEBI regulations, large cap companies are those ranked 1 st -100th in terms of full market capitalisation whereas mid cap companies are those ranked from 101st to 250 th 1. L-2453 Luxembourg William Blair Ranked as No. 1 in Lead Firm Relationships for U.S. 9.45. The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies. as on 18 Aug 23 DurationReturns1 Month 3.2% 3 Month 14.8% 6 Month 17% 1 Year 16.6% 3 Year 22.6% 5 Year 11.1% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis YearReturns2022 1.1% 2021 30.4% 2020 19% 2019 -0.2% 2018 -12% 2017 52.3% 2016 9.8% 2015 10.8% 2014 81.6% 2013 5.6% Fund Manager information for L&T Midcap Fund NameSinceTenureVihang Naik28 Jun 167.1 Yr.Cheenu Gupta26 Nov 220.68 Yr.Data below for L&T Midcap Fund as on 30 Jun 23 Equity Sector Allocation SectorValueFinancial Services18.44%Industrials16.83%Basic Materials15.02%Health Care14.06%Consumer Cyclical12.9%Technology4.99%Real Estate4.19%Utility4%Consumer Defensive3.96%Energy2.59%Communication Services2.51% Asset Allocation Asset ClassValueCash0.5%Equity99.5% Top Securities Holdings / Portfolio NameHoldingValueQuantity Ratnamani Metals & Tubes Ltd (Basic Materials)Equity, Since 31 Oct 15 | RATNAMANI4%279 Cr1,043,486 -20,375 AIA Engineering Ltd (Industrials)Equity, Since 31 Dec 16 | AIAENG3%215 Cr621,300 216,300 Sundaram Finance Ltd Shs Dematerialised (Financial Services)Equity, Since 30 Nov 13 | SUNDARMFIN2%197 Cr743,568 Abbott India Ltd (Healthcare)Equity, Since 31 May 18 | ABBOTINDIA2%194 Cr80,700 Bosch Ltd (Consumer Cyclical)Equity, Since 31 Oct 19 | 5005302%183 Cr96,253 Cummins India Ltd (Industrials)Equity, Since 30 Apr 18 | 5004802%175 Cr891,268 Power Finance Corp Ltd (Financial Services)Equity, Since 30 Jun 21 | 5328102%175 Cr6,690,600 2,727,200 Godrej Properties Ltd (Real Estate)Equity, Since 31 Mar 17 | GODREJPROP2%173 Cr995,400 469,600 CRISIL Ltd (Financial Services)Equity, Since 31 Mar 17 | CRISIL2%167 Cr426,444 3M India Ltd (Industrials)Equity, Since 30 Sep 19 | 3MINDIA2%163 Cr56,5009. 10 best-performing small-cap funds in 3 years. RETURNS. 502.12Cr. Below is the key information for Franklin India Smaller Companies Fund. Vanguard Mid-Cap ETF . Best Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. Below is the key information for SBI Small Cap Fund SBI Small Cap Fund Growth Launch Date 9 Sep 09 NAV (18 Aug 23) 129.401 -0.01 (0.00 %) Net Assets (Cr) 18,625 on 30 Jun 23 Category Equity - Small CapAMC SBI Funds Management Private Limited Rating Risk Moderately HighExpense Ratio 1.84Sharpe Ratio 1.54Information Ratio 0Alpha Ratio 0Min 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. Below is the key information for Sundaram Mid Cap Fund Sundaram Mid Cap Fund Growth Launch Date 30 Jul 02 NAV (18 Aug 23) 863.89 -3.95 (-0.46 %) Net Assets (Cr) 7,976 on 30 Jun 23 Category Equity - Mid CapAMC Sundaram Asset Management Company Ltd Rating Risk Moderately HighExpense Ratio 1.89Sharpe Ratio 1.45Information Ratio -1.44Alpha Ratio -2.14Min 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. Mill Ltd (Consumer Cyclical)Equity, Since 28 Feb 15 | KPRMILL3%319 Cr4,981,639 -100,000 Apar Industries Ltd Shs Dematerialised (Industrials)Equity, Since 31 Mar 17 | APARINDS3%311 Cr821,017 -153,683 KEI Industries Ltd (Industrials)Equity, Since 31 Jan 20 | KEI3%303 Cr1,248,688 -80,712 Carborundum Universal Ltd (Industrials)Equity, Since 31 Jul 16 | CARBORUNIV3%272 Cr2,249,700 Sonata Software Ltd Shs Dematerialised (Technology)Equity, Since 31 Jul 18 | SONATSOFTW2%259 Cr2,448,245 APL Apollo Tubes Ltd (Basic Materials)Equity, Since 31 Oct 20 | APLAPOLLO2%253 Cr1,588,905 KPIT Technologies Ltd (Technology)Equity, Since 30 Sep 21 | KPITTECH2%237 Cr2,188,200 12,200 Grindwell Norton Ltd Shs Dematerialised (Industrials)Equity, Since 30 Sep 17 | 5060762%236 Cr1,018,822 -108,500 Ratnamani Metals & Tubes Ltd (Basic Materials)Equity, Since 30 Nov 17 | RATNAMANI2%235 Cr880,422 Cera Sanitaryware Ltd (Industrials)Equity, Since 31 Mar 19 | CERA2%234 Cr309,220 -25 2. 3-year return (as of July 26, 2021): 16.49% Expense ratio: 0.04%; Assets under management (AUM) (as of July 26, 2021): $154.1 billion Inception date: Jan. 26, 2004; If you like the idea of investing in a low-cost, passively managed fund, but you want to invest exclusively in mid-cap companies, the Vanguard Mid-Cap ETF is a