What is the Actual Stock Count in India’s Top Small Cap Funds?
Explore the actual stock counts and assets under management for India's top small-cap mutual funds, including Nippon India, SBI, HDFC, Quant, Bandhan, Axis, and DSP funds, highlighting diverse portfolio sizes and strategies.
With 254 stocks in its portfolio, the Nippon India Small Cap Fund maintains the second-greatest holding count of the seven funds evaluated. Its assets under management total Rs 82,580 crore, establishing it as the largest fund by AUM in this analysis. This extensive portfolio displays widespread exposure across numerous enterprises, highlighting a diversified strategy within the small-cap segment depicted in the graphic above.
SBI Small Cap
The SBI Small Cap Fund features 68 stocks, representing the smallest stock count among the seven highlighted funds. Its AUM reaches Rs 42,631 crore. Even though it contains fewer individual holdings than most competitors in the graphic, it constitutes a substantial small-cap portfolio, demonstrating that assets under management and stock counts can vary widely among Indian funds.
HDFC Small Cap
As indicated by the graphic, the HDFC Small Cap Fund contains 84 stocks and oversees assets amounting to Rs 41,891 crore. Its number of holdings sits higher than that of SBI Small Cap, yet lower than several other funds presented. This contrast emphasizes that small-cap funds can sustain differing portfolio sizes while functioning inside an identical investment category and catering to investors looking for broad market exposure.
Quant Small Cap
The graphic shows that the Quant Small Cap Fund holds 104 stocks alongside an AUM of Rs 35,557 crore. Its holdings outnumber those of SBI Small Cap and HDFC Small Cap, while trailing several other funds. These numbers demonstrate that portfolio scope differs significantly across small-cap funds, even when their underlying strategies focus on comparable market sectors.
Bandhan Small Cap
Containing 258 stocks, the Bandhan Small Cap Fund possesses the highest stock count out of the seven funds featured. Its AUM is recorded at Rs 34,176 crore. This portfolio size exceeds Nippon India Small Cap by a small margin, as Nippon India holds 254 stocks. Combined, these data points emphasize the broad spectrum of holdings managed by major small-cap funds alongside the distinct methodologies used in portfolio creation.
Axis Small Cap
The Axis Small Cap Fund includes 128 stocks and manages Rs 31,448 crore in assets, per the graphic details. Its total holdings exceed those of Quant, HDFC, and SBI, but fall well below the totals for Bandhan and Nippon India. This comparison outlines how portfolio breadth diverges among prominent small-cap funds possessing varying asset scales.
DSP Small Cap
Based on the graphic, the DSP Small Cap Fund holds 82 stocks and controls assets valued at Rs 21,659 crore. Its stock count closely mirrors the 84 holdings found in the HDFC Small Cap Fund, though the two differ in asset size. These metrics indicate that comparable holding totals do not guarantee matching asset scales within the broader small-cap fund category.
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