5 Smallcap Stocks Common Across India’s Three Largest Mutual Funds
India’s top smallcap fund managers are showing unexpected consensus, converging on a select group of five stocks despite the inherent volatility of the segment. As institutional investors navigate market corrections, these specific names have become the bedrock of portfolios managing over ₹1.51 lakh crore.
The ₹1.5 Lakh Crore Consensus
Data from ACE MF reveals a striking pattern among the three giants of the smallcap category: Nippon India Small Cap Fund (₹74,600 crore), HDFC Small Cap Fund (₹38,800 crore), and SBI Small Cap Fund (₹37,400 crore). Together, these schemes have collectively parked approximately ₹8,000 crore—representing 5.34% of their pooled assets—into just five specific stocks.
While the concentration varies, the conviction is highest at SBI Small Cap, which has nearly 10% of its entire portfolio riding on these five names. In contrast, Nippon India Small Cap maintains a more conservative exposure of 2.49%, and HDFC Small Cap stands at 6.64%.
Breaking Down the Top Five Picks
The common holdings reveal a preference for diversified sectors, ranging from healthcare to infrastructure and banking.
- Krishna Institute of Medical Sciences (KIMS): The largest common bet by value, with a combined holding of ₹2,170 crore. SBI Small Cap leads the charge with a 2.50% stake (₹935 crore).
- Kalpataru Projects International: Following closely with a combined exposure of ₹2,100 crore. SBI Small Cap shows its strongest conviction here, holding 2.76% of its portfolio (₹1,030 crore).
- City Union Bank: This banking pick ranks third, with the three funds holding a combined ₹1,777 crore.
- PVR Inox & Carborundum Universal: These round out the list, with combined holdings of ₹1,000 crore and ₹990 crore, respectively.
Market Sentiment: Growth vs. Valuation
The decision to double down on these stocks comes amid a shift in fund manager sentiment. Following a period of market correction, many managers are turning more constructive on the small and mid-cap (SMID) space. George Heber Joseph, CIO and CEO–Equity at ASK Investment Managers, noted that mid-caps recently delivered 36% YoY profit growth, significantly outperforming large-caps at 10%.
Tuttavia, la cautela rimane. Sebbene il Nifty Smallcap 100 abbia guadagnato il 4,3% nel CY26, alcuni analisti avvertono di valutazioni elevate. JM Financial sottolinea che, mentre il Nifty 50 viene scambiato a un ragionevole P/E stimato per l'FY27 di 18,8x, il Nifty Midcap 100 e il Nifty Smallcap 100 sono scambiati a multipli molto più elevati, rispettivamente 26,8x e 24,5x.
Punti chiave
- Alta convergenza: I tre più grandi fondi smallcap dell'India hanno investito collettivamente ₹8.000 crore in soli cinque titoli: KIMS, Kalpataru Projects, City Union Bank, PVR Inox e Carborundum Universal.
- L'elevata convinzione di SBI: Tra i giganti, SBI Small Cap mostra la concentrazione più alta, con quasi il 10% del suo patrimonio dedicato a questi cinque nomi comuni.
- Divergenza delle valutazioni: Mentre i gestori di fondi stanno trovando valore nella selezione di titoli "bottom-up" a seguito delle recenti correzioni, gli esperti avvertono che gli indici small e midcap sono scambiati a premi significativi rispetto alle large-cap.