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Long-term wealth creation | Here are the small-cap stocks that children-oriented mutual funds love to hold

The compulsory lock-in provides leeway to children-oriented mutual funds to buy quality small-cap stocks and hold them for the long term.

Dhuraivel Gunasekaran | May 11, 2023 / 08:01 IST
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Mutual funds have been a preferred destination for investors wanting to build corpus for their long term goals like retirement and children’s future. Falling under solution oriented category, there are 11 schemes designed to offer children’s plans with various options, across equity and debt portfolios. They are open-ended schemes with a lock-in period of at least five years or till the child attains the age of majority (whichever is earlier). The compulsory lock-in helps create a corpus for the long haul. Within the category, ten schemes are equity related funds investing in equities in the range of 20% to 98%. Here is the list of top smallcap stocks held by these schemes. They are mostly held for long term. Portfolio data was as of March 31, 2023. Source: ACEMF.
Mutual funds have been a preferred destination for investors wanting to build a corpus for their long-term goals like retirement and children’s future. Falling under the solution-oriented category, there are 11 schemes designed to offer children’s plans with various options, across equity and debt portfolios. They are open-ended schemes with a lock-in period of at least five years or till the child attains the age of majority (whichever is earlier). The compulsory lock-in helps create a corpus for the long haul. Within the category, ten schemes are equity-related funds investing in equities in the range of 20 percent to 98 percent. Here is the list of top small-cap stocks held by these schemes. They are mostly held for the long term. Portfolio data was as of March 31, 2023. Source: ACEMF.
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Gokaldas Exports No. of Children oriented funds that hold the stock: 4 Sample of Children oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and LIC MF Children's Gift Fund
Gokaldas Exports
Number of children-oriented funds that hold the stock: 4
Sample of children-oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and LIC MF Children's Gift Fund
3/16
Carborundum Universal No. of Children oriented funds that hold the stock: 4 Sample of Children oriented funds that hold the stock: UTI CCF- Investment and HDFC Children's Gift Fund
Carborundum Universal
Number of children-oriented funds that hold the stock: 4
Sample of children-oriented funds that hold the stock: UTI CCF- Investment and HDFC Children's Gift Fund
4/16
Aether Industries No. of Children oriented funds that hold the stock: 3 Sample of Children oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and Aditya Birla SL Bal Bhavishya Yojna
Aether Industries
Number of children-oriented funds that hold the stock: 3
Sample of children-oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and Aditya Birla SL Bal Bhavishya Yojna
5/16
MTAR Technologies
Number of children-oriented funds that hold the stock: 3
Sample of children-oriented funds that hold the stock: Axis Children's Gift Fund-Compulsory Lock-in and UTI CCF- Investment Plan
Also see: 14 new midcap stocks picked up by PMS managers, lately
6/16
Aster DM Healthcare
Number of children-oriented funds that hold the stock: 2
Children-oriented funds that hold the stock: HDFC Children's Gift and Aditya Birla SL Bal Bhavishya Yojna
7/16
Archean Chemical Industries No. of Children oriented funds that hold the stock: 2 Children oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and SBI Magnum Children's Benefit Fund-Savings Plan
Archean Chemical Industries
Number of children-oriented funds that hold the stock: 2
Children-oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and SBI Magnum Children's Benefit Fund-Savings Plan
8/16
Dodla Dairy No. of Children oriented funds that hold the stock: 2 Children oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and SBI Magnum Children's Benefit Fund-Savings Plan
Dodla Dairy
Number of children-oriented funds that hold the stock: 2
Children-oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and SBI Magnum Children's Benefit Fund-Savings Plan
9/16
Ajanta Pharma No. of Children oriented funds that hold the stock: 2 Children oriented funds that hold the stock: UTI CCF- Investment and UTI CCF - Savings Plan
Ajanta Pharma
Number of children-oriented funds that hold the stock: 2
Children-oriented funds that hold the stock: UTI CCF- Investment and UTI CCF - Savings Plan
10/16
Karur Vysya Bank No. of Children oriented funds that hold the stock: 2 Children oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and Tata Young Citizen Fund
Karur Vysya Bank
Number of children-oriented funds that hold the stock: 2
Children-oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and Tata Young Citizen Fund
11/16
CESC No. of Children oriented funds that hold the stock: 2 Children oriented funds that hold the stock: UTI CCF- Investment and UTI CCF - Savings Plan
CESC
Number of children-oriented funds that hold the stock: 2
Children-oriented funds that hold the stock: UTI CCF- Investment and UTI CCF - Savings Plan
12/16
PVR Inox No. of Children oriented funds that hold the stock: 2 Children oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and ICICI Pru Child Care Fund-Gift Plan
PVR Inox
Number of children-oriented funds that hold the stock: 2
Children-oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and ICICI Pru Child Care Fund-Gift Plan
13/16
Can Fin Homes
Number of children-oriented funds that hold the stock: 2
Children-oriented funds that hold the stock: UTI CCF- Investment and UTI CCF - Savings Plan
Also read: Market CAP below Rs 200 crore, but these nanocap multibaggers remain PMS darlings
14/16
Firstsource Solutions No. of Children oriented funds that hold the stock: 2 Children oriented funds that hold the stock: UTI CCF- Investment and UTI CCF - Savings Plan
Firstsource Solutions
Number of children-oriented funds that hold the stock: 2
Children-oriented funds that hold the stock: UTI CCF- Investment and UTI CCF - Savings Plan
15/16
Jamna Auto Industries No. of Children oriented funds that hold the stock: 2 Children oriented funds that hold the stock: UTI CCF- Investment and UTI CCF - Savings Plan
Jamna Auto Industries
Number of children-oriented funds that hold the stock: 2
Children-oriented funds that hold the stock: UTI CCF- Investment and UTI CCF - Savings Plan
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Neogen Chemicals
Number of children-oriented funds that hold the stock: 2
Children-oriented funds that hold the stock: SBI Magnum Children's Benefit Fund-Investment and Axis Children's Gift Fund-Compulsory Lock in
Also see: Roaring multi-asset mutual funds bet on these midcap stocks. Do you own any?

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