10 Small-Cap Stocks in the Portfolio of Long-Term Investor ‘Children’s Fund’
Small-Cap Stocks
Mutual funds have gained popularity among investors seeking to build long-term wealth for purposes like retirement and securing their children’s future.
Within the solution-oriented mutual funds category, there are 11 schemes specifically designed as children’s plans. These schemes typically have a combination of equity and debt in their portfolio.
In the case of children’s plans offered by mutual fund schemes, they are typically open-ended with a mandatory lock-in period of either 5 years or until the child reaches the age of majority, whichever comes first.
This lock-in period helps in creating a long-term investment corpus.
Among these children’s plans, there are 10 schemes that allocate a portion of their portfolio to small-cap stocks.
The equity allocation in these schemes ranges from 20% to 98%. It’s important to note that these investments are generally intended for the long term.
The data provided is accurate as of 31st March 2023 and has been sourced from ACEMF (Association of Mutual Funds in India).
Please note that specific details about the 10 small-cap stocks in which these mutual fund schemes have invested would require access to the latest portfolio holdings of the respective schemes, which may not be available in the given context.
More details regarding the stocks held by Children’s Funds:
1. Gokaldas Exports
– Number of Children’s Funds holding this stock: 4
– Leading children funds investing in it: SBI Magnum Children Benefit Fund-Investment and LIC MF Children Gift Fund
2. Carborundum Universal
– Number of Children’s Funds holding this stock: 4
– Leading children funds investing in it: UTI CCF-Investment and HDFC Children Gift Fund
3. Aether Industries
– Number of Children’s Funds holding this stock: 3
– Leading children funds investing in it: SBI Magnum Children Benefit Fund-Investment and Aditya Birla SL Bal Bhavishya Yojana
4. MTAR Technologies
– Number of Children’s Funds holding this stock: 3
– Leading Children Funds investing in it: Axis Children Gift Fund-Compulsory Lock-in and UTI CCF-Investment Plan
5. Aster DM Healthcare
– Number of Children’s Funds holding this stock: 2
– Leading children funds investing in it: HDFC Children Gift and Aditya Birla SL Bal Bhavishya Yojana
6. Archean Chemical Industries
– Number of Children’s Funds holding this stock: 2
– Leading children funds investing in it: SBI Magnum Children Benefit Fund-Investment and SBI Magnum Children Benefit Fund-Savings Plan
7. Dodla Dairy
– Number of Children’s Funds holding this stock: 2
– Leading children funds investing in it: SBI Magnum Children Benefit Fund-Investment and SBI Magnum Children Benefit Fund-Savings Plan
8. Ajanta Pharma
– Number of Children’s Funds holding this stock: 2
– Leading Children Funds investing in it: UTI CCF-Investment and UTI CCF-Savings Plan
9. Karur Vysya Bank
– Number of Children’s Funds holding this stock: 2
– Leading children funds investing in it: SBI Magnum Children Benefit Fund-Investment and Tata Young Citizen Fund
10. CESC
– Number of Children’s Funds holding this stock: 2
– Leading children funds investing in it: UTI CCF-Investment and UTI CCF-Savings Plan
