With the market on a record-breaking streak, certain small-cap stocks in sectors like housing and infrastructure have surged by as much as 848% over the last year, resulting in significant profits for mutual funds with investments in these companies.
The Indian equity market has seen a remarkable year, breaking records and reaching new highs despite challenges. Key market indicators such as the Nifty 50 Total Return Index (TRI), Nifty Midcap 150 TRI, and Nifty Smallcap 250 TRI witnessed significant gains of 29 percent, 60 percent, and 66 percent, respectively. Certain smallcap stocks have surged, benefiting mutual fund schemes heavily invested in these companies. Below is a compilation of high-performing smallcap stocks held by active mutual fund schemes, with some showing an impressive growth of up to 848 percent over the past year. The data is sourced from the Association of Mutual Funds in India's market capitalization classification and ACE MF. Portfolio information is current as of May 31, 2024, while the one-year return data is as of June 25. (Multibagger smallcap)
Premier Explosives
848% return over the past year
There are 2 active schemes that hold the stock.
HDFC Defense and HDFC Infrastructure are notable stock market investments. The Defense Fund focuses on defense sector companies, capitalizing on global security concerns and government spending. The Infrastructure Fund targets companies in transportation, utilities, and communication, benefiting from infrastructure development demand in emerging markets and modernization in developed economies. Both funds offer diversification and growth opportunities.
Transformers & Rectifiers (India)
698% return over the course of 1 year
There are 9 active schemes that hold the stock.
HSBC Infrastructure and HSBC Large & Mid Cap are prominent funds strategically investing in infrastructure and large/mid-cap companies for growth and stability. These funds make informed decisions based on thorough research, analysis, and market trends to offer professional management, diversification, and long-term growth potential while managing risks effectively.
Cochin Shipyard
654% return over the past year
There are 10 active schemes that hold the stock.
When investing in the stock market, consider funds like Samco Active Momentum and Canara Rob Small Cap. Samco focuses on strong upward momentum stocks, while Canara Rob targets smaller companies with high growth potential. Both funds offer diversified portfolios managed by professionals to achieve specific investment goals, helping investors mitigate risks and enhance returns. Analyzing their strategies and performance can provide insights for informed investment decisions based on risk tolerance, goals, and time horizon.
GE T&D India
One-year performance: 612%
There are 38 active schemes that hold the stock.
Bandhan Core Equity and ICICI Pru Manufacturing are two notable funds interested in investing in the stock market. Bandhan Core Equity focuses on core equity stocks with strong fundamentals and growth potential, while ICICI Pru Manufacturing targets companies in the manufacturing sector. Both funds leverage expertise to identify promising investment opportunities, offering investors exposure to a diversified portfolio for long-term capital appreciation.
Shakti Pumps (India)
Over the past year, there has been a 468% return on investment.
There are 10 active schemes that hold the stock.
Invest in standout funds like LIC MF Midcap and LIC MF Small Cap, focusing on midcap and small-cap stocks for high returns. LIC MF Midcap offers growth potential from mid-sized companies, balancing stability and growth. LIC MF Small Cap targets small-cap companies with high upside potential and early growth stages, though volatile. Diversify and enhance investment returns with these funds.
Puravankara
Return over the course of one year: 406%
There are 3 active schemes that hold the stock.
Consider the track record and strategies of Union Small Cap and Union Value funds when investing in the stock market. These funds excel in identifying growth opportunities in small-cap and value sectors. Union Small Cap focuses on higher growth potential but higher risk, while Union Value seeks undervalued stocks for long-term appreciation. Analyzing their styles and performance can provide insights into market trends and investment opportunities.
SRM Energy
399% return over the course of one year.
There is only 1 active scheme that holds the stock.
UTI ULIP, or Unit Linked Insurance Plan, combines insurance and investment benefits, allowing investors to participate in the stock market while obtaining insurance coverage. By investing, individuals create a diversified portfolio for potentially higher returns. It offers long-term wealth creation based on market instruments, with the flexibility to switch funds. UTI ULIP provides tax benefits under the Income Tax Act, including deductions on premiums under Section 80C and tax-free maturity proceeds under Section 10(10D).
Housing & Urban Development Corporation
1-year performance: 393% increase
There are 30 active schemes that hold the stock.
Investment funds like HDFC Balanced Advantage and SBI PSU have diversified portfolios with stock market investments. They aim to benefit from various companies across sectors.
HDFC Balanced Advantage Fund balances equity and debt investments for growth and stability. It optimizes returns by investing in stocks and fixed-income securities.
SBI PSU Fund focuses on investing in Public Sector Undertakings (PSUs) for stable growth. It aims to capitalize on PSU strengths while diversifying its portfolio.
Both funds offer investors the chance to participate in the stock market through managed portfolios, aiming for specific objectives with minimized risks.
Anand Rathi Wealth
1-year performance: 341% increase
There are 12 active schemes that have the stock in their portfolio.
Aditya Birla SL Small Cap and Canara Rob Small Cap funds focus on small-cap stocks with high growth potential and risk. They make well-researched investment decisions and actively manage portfolios for optimized returns. Investing in these funds offers exposure to high-return, volatile market segments.
Jupiter Wagons
1-year performance: 331% increase
Number of active schemes that hold the stock: 13
ITI Flexi Cap and ITI Mid Cap are actively managed mutual funds that invest in a diversified portfolio of stocks across different market caps and sectors. ITI Flexi Cap offers flexibility by investing in large-cap, mid-cap, and small-cap stocks based on market conditions, while ITI Mid Cap focuses on mid-cap companies with high growth potential. Both funds aim for capital appreciation through expert stock selection and diversification, appealing to investors with varying risk-return preferences.
GPT Infraprojects
319% return over the course of one year.
There is only one active scheme that holds the stock.
Bandhan Infrastructure is an expertly curated investment scheme with a diverse portfolio of high-performing stocks across sectors, managed by seasoned professionals. It aims to capitalize on market trends, provide a balanced investment strategy for risk mitigation, and offer diversification benefits. Investors can leverage the scheme's expertise to grow their wealth and achieve financial goals.
Techno Electric & Engineering Company
Return over the course of one year: 315%
There are 24 active schemes that hold the stock.
When analyzing funds holding a specific stock, consider their investment strategies and objectives. For example, DSP India T.I.G.E.R focuses on emerging market opportunities in India for high growth potential, while Franklin India Smaller Cos targets smaller companies with growth prospects in the Indian market. Understanding these funds' investment styles and portfolio compositions can provide insights into the stock's potential performance and market trends, helping investors make informed decisions.
NBCC (India)
Return over one year: 298%
There are 7 active schemes that hold the stock.
Investors can consider HDFC Large and Mid Cap Fund and Mahindra Manulife Large & Mid Cap Fund for diversifying portfolios with a mix of large and mid-cap companies. HDFC Fund focuses on large and mid-cap stocks, managed by experienced professionals. Mahindra Fund also invests in a mix of large and mid-cap stocks, aiming for long-term capital appreciation. Both funds offer diversification and are suitable for managing risk while participating in the stock market.
Simplex Infrastructures
Return over the course of one year: 295%
There is only 1 active scheme that holds the stock.
This investment scheme focuses on HDFC Infrastructure stocks to capitalize on the sector's growth potential. HDFC's strong track record, financial stability, and strategic market position make its stocks attractive. Investors can access a diverse portfolio including transportation, energy, and real estate projects. The infrastructure sector is set for expansion due to government initiatives and urbanization trends. HDFC's expertise and resources position it well to benefit from this growth. Investors seeking diversification and exposure to infrastructure may find this scheme appealing, offering potential long-term growth and shareholder value.