-
My Account
10 smallcap stocks that multi-asset allocation MFs love to hold
Besides debt, commodities, and REITs & InvITs, multi-asset allocation mutual funds mainly invest in equities of different market capitalisation categories. Their allocation towards smallcap stocks has helped them deliver better returns
1/11
Multi-asset allocation funds (MAAFs), a hybrid mutual fund category, have been delivering better returns on the back of allocation towards equity as well as gold asset classes.
MAAFs allocate their corpus across equity, debt, commodities (ETFs of gold and silver) and units of real estate investment trusts (REIT) and infrastructure investment trusts (InvIT). Aggressive hybrid funds invest 65-80 percent in equities and the rest in debt, while balanced advantage funds can change their debt-equity mix according to the prevailing market conditions.
Schemes within the MAAF category had equity allocation of between 37 percent and and 71 percent (as of July) and invested across market capitalisation. As a category, they held about 46 percent, 11 percent and 6 percent of the overall assets in large, mid and smallcap stocks, respectively. Their allocation towards mid and smallcaps helped to spice up the returns.
Here are the top smallcap stocks held by these funds. The portfolio data is as of July 31. Source: ACEMF.
MAAFs allocate their corpus across equity, debt, commodities (ETFs of gold and silver) and units of real estate investment trusts (REIT) and infrastructure investment trusts (InvIT). Aggressive hybrid funds invest 65-80 percent in equities and the rest in debt, while balanced advantage funds can change their debt-equity mix according to the prevailing market conditions.
Schemes within the MAAF category had equity allocation of between 37 percent and and 71 percent (as of July) and invested across market capitalisation. As a category, they held about 46 percent, 11 percent and 6 percent of the overall assets in large, mid and smallcap stocks, respectively. Their allocation towards mid and smallcaps helped to spice up the returns.
Here are the top smallcap stocks held by these funds. The portfolio data is as of July 31. Source: ACEMF.
2/11
RBL Bank
Sector: Banks
Number of MAFs holding the stock: 5
Sector: Banks
Number of MAFs holding the stock: 5
3/11
Zensar Technologies
Sector: IT - Software
No. of MAFs holding the stock: 4
Also see: Mid-caps beat small-caps in the long term. Here are top performing mid-cap funds
Sector: IT - Software
No. of MAFs holding the stock: 4
Also see: Mid-caps beat small-caps in the long term. Here are top performing mid-cap funds
4/11
Sanofi India
Sector: Pharmaceuticals & Biotechnology
No. of MAFs holding the stock: 4
Sector: Pharmaceuticals & Biotechnology
No. of MAFs holding the stock: 4
5/11
Emami
Sector: Personal Products
No. of MAFs holding the stock: 4
Sector: Personal Products
No. of MAFs holding the stock: 4
6/11
Brigade Enterprises
Sector: Realty
No. of MAFs holding the stock: 4
Also see: Small- and mid-cap stocks powering the best-performing PMSes
Sector: Realty
No. of MAFs holding the stock: 4
Also see: Small- and mid-cap stocks powering the best-performing PMSes
7/11
Kalpataru Projects International
Sector: Power
No. of MAFs holding the stock: 4
Sector: Power
No. of MAFs holding the stock: 4
8/11
CIE Automotive India
Sector: Auto Components
No. of MAFs holding the stock: 4
Also see: 30 years SIP: How have MFs built wealth for long term investors
Sector: Auto Components
No. of MAFs holding the stock: 4
Also see: 30 years SIP: How have MFs built wealth for long term investors
9/11
Multi Commodity Exchange Of India
Sector: Capital Markets
No. of MAFs holding the stock: 4
Sector: Capital Markets
No. of MAFs holding the stock: 4
10/11
Crompton Greaves Consumer Electricals
Sector: Consumer Durables
No. of MAFs holding the stock: 4
Sector: Consumer Durables
No. of MAFs holding the stock: 4
11/11
PVR Inox
Sector: Entertainment
No. of MAFs holding the stock: 4
Also read: No new sovereign gold bonds? Check out the most liquid ones on the NSE
Sector: Entertainment
No. of MAFs holding the stock: 4
Also read: No new sovereign gold bonds? Check out the most liquid ones on the NSE
Discover the latest Business News, Budget 2025 News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!
