7 Best Mid & Small Cap Funds for SIP Investment 2026

Updated on March 5, 2026 , 44940 views

Mid cap and Small cap funds are a type of equity Mutual Fund that invests in stocks of companies that have a potential to be the future leaders. These funds are known for their potential deliveries in a long term period. mid cap funds invest in companies which have a market capitalization (MC= no of shares issued by the company X market price per share) of INR 500 Cr to INR 1000 Cr. And, small caps are typically defined as firms with a market cap of around INR 500 Crore. Though, mid and small cap funds carry higher risk than large cap, these companies, if managed well, can turn into big companies in the long-run. Investors planning to invest in these funds are advised to invest via a SIP. SIP or Systematic Investment plan is the most effective way of Investing in Equity Funds. A SIP is usually a monthly or a quarterly investment that happens automatically on a pre-decided date. Due to its investment process, it can prevent from the pitfalls of equity investments. SIPs are also a great tool to make investing become a habit. So, here are the best mid and small cap funds for SIP investment to invest 2026 – 2027.

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Fund Selection Methodology used to find 7 funds

Category: Equity
Sub-category: Mid%20Cap, Small%20Cap
AUM Range: 500%20TO%20100000 Cr
Sorted On : 3-year return (high to low)
Tags: fcpro
No Of Funds: 7

Best Performing Mid Cap and Small Cap Funds for SIP FY 26 - 27

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Invesco India Mid Cap Fund Growth	₹172.23 ↓ -1.82	₹10,058	500	-6.9	-4.5	18	25.3	19.8	6.3
Edelweiss Mid Cap Fund Growth	₹100.672 ↓ -0.49	₹13,802	500	-3.2	0.5	17.7	24.7	20.3	3.8
ICICI Prudential MidCap Fund Growth	₹313.15 ↓ -1.61	₹6,969	100	1.2	6.4	25.1	24.6	19.3	11.1
HDFC Mid-Cap Opportunities Fund Growth	₹194.667 ↓ -1.64	₹92,187	300	-4.4	1.4	16.1	24	21.2	6.8
Sundaram Mid Cap Fund Growth	₹1,381.45 ↓ -8.42	₹12,917	100	-3.7	0.2	17.1	23.5	18.4	4.1
TATA Mid Cap Growth Fund Growth	₹431.768 ↓ -2.20	₹5,356	150	-3.3	1.3	15.7	20.6	17	5.8
Kotak Emerging Equity Scheme Growth	₹133.007 ↓ -0.79	₹59,041	1,000	-2.1	-2	17.3	20.3	18.1	1.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Invesco India Mid Cap Fund	Edelweiss Mid Cap Fund	ICICI Prudential MidCap Fund	HDFC Mid-Cap Opportunities Fund	Sundaram Mid Cap Fund	TATA Mid Cap Growth Fund	Kotak Emerging Equity Scheme
Point 1	Lower mid AUM (₹10,058 Cr).	Upper mid AUM (₹13,802 Cr).	Bottom quartile AUM (₹6,969 Cr).	Highest AUM (₹92,187 Cr).	Lower mid AUM (₹12,917 Cr).	Bottom quartile AUM (₹5,356 Cr).	Upper mid AUM (₹59,041 Cr).
Point 2	Established history (18+ yrs).	Established history (18+ yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Established history (23+ yrs).	Oldest track record among peers (31 yrs).	Established history (18+ yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 4★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 19.76% (upper mid).	5Y return: 20.34% (upper mid).	5Y return: 19.34% (lower mid).	5Y return: 21.19% (top quartile).	5Y return: 18.45% (lower mid).	5Y return: 16.95% (bottom quartile).	5Y return: 18.10% (bottom quartile).
Point 6	3Y return: 25.30% (top quartile).	3Y return: 24.70% (upper mid).	3Y return: 24.58% (upper mid).	3Y return: 24.00% (lower mid).	3Y return: 23.47% (lower mid).	3Y return: 20.63% (bottom quartile).	3Y return: 20.30% (bottom quartile).
Point 7	1Y return: 18.00% (upper mid).	1Y return: 17.71% (upper mid).	1Y return: 25.08% (top quartile).	1Y return: 16.14% (bottom quartile).	1Y return: 17.07% (lower mid).	1Y return: 15.71% (bottom quartile).	1Y return: 17.25% (lower mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 1.70 (upper mid).	Alpha: 5.44 (top quartile).	Alpha: 3.73 (upper mid).	Alpha: 0.78 (lower mid).	Alpha: -0.44 (bottom quartile).	Alpha: -0.96 (bottom quartile).
Point 9	Sharpe: 0.35 (upper mid).	Sharpe: 0.33 (lower mid).	Sharpe: 0.53 (top quartile).	Sharpe: 0.49 (upper mid).	Sharpe: 0.28 (lower mid).	Sharpe: 0.21 (bottom quartile).	Sharpe: 0.18 (bottom quartile).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.49 (top quartile).	Information ratio: -0.16 (lower mid).	Information ratio: 0.47 (upper mid).	Information ratio: 0.23 (upper mid).	Information ratio: -0.44 (bottom quartile).	Information ratio: -0.44 (bottom quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹10,058 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.76% (upper mid).
3Y return: 25.30% (top quartile).
1Y return: 18.00% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.35 (upper mid).
Information ratio: 0.00 (lower mid).

Edelweiss Mid Cap Fund

Upper mid AUM (₹13,802 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 20.34% (upper mid).
3Y return: 24.70% (upper mid).
1Y return: 17.71% (upper mid).
Alpha: 1.70 (upper mid).
Sharpe: 0.33 (lower mid).
Information ratio: 0.49 (top quartile).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹6,969 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.34% (lower mid).
3Y return: 24.58% (upper mid).
1Y return: 25.08% (top quartile).
Alpha: 5.44 (top quartile).
Sharpe: 0.53 (top quartile).
Information ratio: -0.16 (lower mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹92,187 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.19% (top quartile).
3Y return: 24.00% (lower mid).
1Y return: 16.14% (bottom quartile).
Alpha: 3.73 (upper mid).
Sharpe: 0.49 (upper mid).
Information ratio: 0.47 (upper mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹12,917 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.45% (lower mid).
3Y return: 23.47% (lower mid).
1Y return: 17.07% (lower mid).
Alpha: 0.78 (lower mid).
Sharpe: 0.28 (lower mid).
Information ratio: 0.23 (upper mid).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,356 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.95% (bottom quartile).
3Y return: 20.63% (bottom quartile).
1Y return: 15.71% (bottom quartile).
Alpha: -0.44 (bottom quartile).
Sharpe: 0.21 (bottom quartile).
Information ratio: -0.44 (bottom quartile).

Kotak Emerging Equity Scheme

Upper mid AUM (₹59,041 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.10% (bottom quartile).
3Y return: 20.30% (bottom quartile).
1Y return: 17.25% (lower mid).
Alpha: -0.96 (bottom quartile).
Sharpe: 0.18 (bottom quartile).
Information ratio: -0.44 (bottom quartile).

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Location: Thane, Maharashtra, India
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Market analysts tracking performance, macro trends, and sectors.
Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

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Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
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Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

*List of funds based on Assets >= 500 Crore & Sorted based on 3 Year CAGR Return.

1. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Research Highlights for Invesco India Mid Cap Fund

Lower mid AUM (₹10,058 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.76% (upper mid).
3Y return: 25.30% (top quartile).
1Y return: 18.00% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.35 (upper mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding The Federal Bank Ltd (~6.4%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (06 Mar 26)	₹172.23 ↓ -1.82 (-1.05 %)
Net Assets (Cr)	₹10,058 on 31 Jan 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.35
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,929
28 Feb 23	₹12,464
29 Feb 24	₹18,552
28 Feb 25	₹20,486
28 Feb 26	₹25,734

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26

Duration	Returns
1 Month	-3.4%
3 Month	-6.9%
6 Month	-4.5%
1 Year	18%
3 Year	25.3%
5 Year	19.8%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.3%
2023	43.1%
2022	34.1%
2021	0.5%
2020	43.1%
2019	24.4%
2018	3.8%
2017	-5.3%
2016	44.3%
2015	1.1%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	2.23 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	37.67%
Health Care	18.22%
Consumer Cyclical	17.32%
Real Estate	8.45%
Industrials	7.73%
Technology	6.17%
Basic Materials	4.07%

Asset Allocation

Asset Class	Value
Cash	0.38%
Equity	99.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹642 Cr	22,304,132
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| AUBANK	6%	₹583 Cr	5,936,790
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	5%	₹519 Cr	3,554,407 ↑ 1,102,592
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	5%	₹483 Cr	16,854,973
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹462 Cr	14,930,446 ↑ 1,225,171
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	5%	₹457 Cr	4,774,196 ↑ 2,035,435
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹425 Cr	1,519,233
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	4%	₹398 Cr	2,468,180 ↑ 45,313
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| GLENMARK	4%	₹376 Cr	1,864,031
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹374 Cr	814,012

2. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Research Highlights for Edelweiss Mid Cap Fund

Upper mid AUM (₹13,802 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 20.34% (upper mid).
3Y return: 24.70% (upper mid).
1Y return: 17.71% (upper mid).
Alpha: 1.70 (upper mid).
Sharpe: 0.33 (lower mid).
Information ratio: 0.49 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Persistent Systems Ltd (~2.7%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (06 Mar 26)	₹100.672 ↓ -0.49 (-0.49 %)
Net Assets (Cr)	₹13,802 on 31 Jan 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	0.33
Information Ratio	0.49
Alpha Ratio	1.7
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹12,244
28 Feb 23	₹13,055
29 Feb 24	₹19,720
28 Feb 25	₹21,295
28 Feb 26	₹26,435

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26

Duration	Returns
1 Month	-2.4%
3 Month	-3.2%
6 Month	0.5%
1 Year	17.7%
3 Year	24.7%
5 Year	20.3%
10 Year
15 Year
Since launch	13.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.8%
2023	38.9%
2022	38.4%
2021	2.4%
2020	50.3%
2019	26.4%
2018	5.2%
2017	-15.7%
2016	52.3%
2015	2.5%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	1.3 Yr.
Trideep Bhattacharya	1 Oct 21	4.34 Yr.
Raj Koradia	1 Aug 24	1.5 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	30.09%
Consumer Cyclical	12.97%
Industrials	12.77%
Basic Materials	11%
Technology	8.08%
Health Care	7.98%
Consumer Defensive	4.48%
Communication Services	3.34%
Energy	3.04%
Real Estate	2.37%
Utility	0.62%

Asset Allocation

Asset Class	Value
Cash	3.26%
Equity	96.73%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹376 Cr	623,702 ↓ -13,586
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹347 Cr	1,372,945
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹335 Cr	2,027,488 ↑ 32,339
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹326 Cr	1,165,394 ↑ 19,492
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	2%	₹322 Cr	4,417,032 ↑ 72,165
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹321 Cr	11,159,723 ↑ 188,884
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹294 Cr	3,454,648 ↑ 817,962
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| INDIANB	2%	₹285 Cr	3,120,547 ↑ 61,392
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| IDFCFIRSTB	2%	₹278 Cr	33,269,009 ↑ 644,561
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	2%	₹275 Cr	5,394,502 ↑ 1,987,762

3. ICICI Prudential MidCap Fund

To generate capital appreciation by actively investing in diversified mid cap stocks.

Research Highlights for ICICI Prudential MidCap Fund

Bottom quartile AUM (₹6,969 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.34% (lower mid).
3Y return: 24.58% (upper mid).
1Y return: 25.08% (top quartile).
Alpha: 5.44 (top quartile).
Sharpe: 0.53 (top quartile).
Information ratio: -0.16 (lower mid).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Muthoot Finance Ltd (~4.5%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (06 Mar 26)	₹313.15 ↓ -1.61 (-0.51 %)
Net Assets (Cr)	₹6,969 on 31 Jan 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.53
Information Ratio	-0.16
Alpha Ratio	5.44
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,990
28 Feb 23	₹12,607
29 Feb 24	₹18,989
28 Feb 25	₹19,219
28 Feb 26	₹25,523

ICICI Prudential MidCap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for ICICI Prudential MidCap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26

Duration	Returns
1 Month	-1.2%
3 Month	1.2%
6 Month	6.4%
1 Year	25.1%
3 Year	24.6%
5 Year	19.3%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.1%
2023	27%
2022	32.8%
2021	3.1%
2020	44.8%
2019	19.1%
2018	-0.6%
2017	-10.8%
2016	42.9%
2015	4.8%

Fund Manager information for ICICI Prudential MidCap Fund

Name	Since	Tenure
Lalit Kumar	1 Jul 22	3.59 Yr.
Sharmila D’mello	31 Jul 22	3.51 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Basic Materials	28.43%
Financial Services	22.54%
Industrials	21.17%
Consumer Cyclical	11.64%
Communication Services	6.93%
Real Estate	5.62%
Health Care	1.62%
Technology	0.34%
Utility	0.15%

Asset Allocation

Asset Class	Value
Cash	1.55%
Equity	98.45%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| MUTHOOTFIN	5%	₹316 Cr	824,501
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| JINDALSTEL	5%	₹315 Cr	2,786,470
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	4%	₹313 Cr	1,239,860
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹292 Cr	1,425,196
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹283 Cr	1,011,840
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	4%	₹256 Cr	3,106,731
UPL Ltd (Basic Materials) Equity, Since 31 Oct 22 \| UPL	4%	₹244 Cr	3,465,469
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹217 Cr	1,308,585
Vedanta Ltd (Basic Materials) Equity, Since 31 Aug 24 \| VEDL	3%	₹213 Cr	3,128,459
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	3%	₹213 Cr	1,376,584

4. HDFC Mid-Cap Opportunities Fund

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

Research Highlights for HDFC Mid-Cap Opportunities Fund

Highest AUM (₹92,187 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.19% (top quartile).
3Y return: 24.00% (lower mid).
1Y return: 16.14% (bottom quartile).
Alpha: 3.73 (upper mid).
Sharpe: 0.49 (upper mid).
Information ratio: 0.47 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Max Financial Services Ltd (~4.5%).

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (06 Mar 26)	₹194.667 ↓ -1.64 (-0.83 %)
Net Assets (Cr)	₹92,187 on 31 Jan 26
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.49
Information Ratio	0.47
Alpha Ratio	3.73
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹12,075
28 Feb 23	₹13,751
29 Feb 24	₹21,632
28 Feb 25	₹22,402
28 Feb 26	₹27,912

HDFC Mid-Cap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for HDFC Mid-Cap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26

Duration	Returns
1 Month	-3.9%
3 Month	-4.4%
6 Month	1.4%
1 Year	16.1%
3 Year	24%
5 Year	21.2%
10 Year
15 Year
Since launch	17.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.8%
2023	28.6%
2022	44.5%
2021	12.3%
2020	39.9%
2019	21.7%
2018	0.2%
2017	-11.2%
2016	41.7%
2015	11.3%

Fund Manager information for HDFC Mid-Cap Opportunities Fund

Name	Since	Tenure
Chirag Setalvad	25 Jun 07	18.62 Yr.
Dhruv Muchhal	22 Jun 23	2.61 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	28.17%
Consumer Cyclical	16.14%
Health Care	12.84%
Technology	9.69%
Industrials	9.41%
Consumer Defensive	6.78%
Basic Materials	5.03%
Energy	2.57%
Communication Services	2.43%
Utility	0.99%

Asset Allocation

Asset Class	Value
Cash	5.95%
Equity	94.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	5%	₹4,162 Cr	25,792,853
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	4%	₹3,861 Cr	39,301,056 ↑ 100,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,678 Cr	127,825,000
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	4%	₹3,360 Cr	36,854,482
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,049 Cr	13,224,300
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,647 Cr	17,994,512 ↑ 74,143
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,583 Cr	15,620,600
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹2,555 Cr	12,675,440 ↑ 39,362
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹2,417 Cr	28,387,340 ↑ 553,296
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,371 Cr	55,530,830

5. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Research Highlights for Sundaram Mid Cap Fund

Lower mid AUM (₹12,917 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.45% (lower mid).
3Y return: 23.47% (lower mid).
1Y return: 17.07% (lower mid).
Alpha: 0.78 (lower mid).
Sharpe: 0.28 (lower mid).
Information ratio: 0.23 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Cummins India Ltd (~3.6%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (06 Mar 26)	₹1,381.45 ↓ -8.42 (-0.61 %)
Net Assets (Cr)	₹12,917 on 31 Jan 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.28
Information Ratio	0.23
Alpha Ratio	0.78
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,756
28 Feb 23	₹12,516
29 Feb 24	₹19,012
28 Feb 25	₹19,816
28 Feb 26	₹24,742

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26

Duration	Returns
1 Month	-2.9%
3 Month	-3.7%
6 Month	0.2%
1 Year	17.1%
3 Year	23.5%
5 Year	18.4%
10 Year
15 Year
Since launch	23.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.1%
2023	32%
2022	40.4%
2021	4.8%
2020	37.5%
2019	11.8%
2018	-0.3%
2017	-15.4%
2016	40.8%
2015	11.3%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	4.94 Yr.
Ratish Varier	24 Feb 21	4.94 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	22.57%
Consumer Cyclical	15.22%
Industrials	15.04%
Health Care	9.97%
Basic Materials	9.96%
Technology	6.31%
Consumer Defensive	6.15%
Real Estate	3.7%
Utility	2.69%
Communication Services	2.55%
Energy	2.07%

Asset Allocation

Asset Class	Value
Cash	3.76%
Equity	96.23%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	4%	₹460 Cr	1,119,311 ↓ -37,710
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹432 Cr	11,511,504 ↓ -32,528
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹385 Cr	1,191,355 ↑ 32,779
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	3%	₹366 Cr	1,601,739 ↓ -128,283
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹317 Cr	37,978,844
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹305 Cr	10,582,426 ↓ -1,283,544
Jindal Steel Ltd (Basic Materials) Equity, Since 30 Nov 20 \| JINDALSTEL	2%	₹269 Cr	2,380,218
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Oct 21 \| HINDPETRO	2%	₹267 Cr	6,264,200 ↑ 119,818
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	2%	₹264 Cr	945,165
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| INDIANB	2%	₹261 Cr	2,859,289 ↓ -150,834

6. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

Research Highlights for TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,356 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.95% (bottom quartile).
3Y return: 20.63% (bottom quartile).
1Y return: 15.71% (bottom quartile).
Alpha: -0.44 (bottom quartile).
Sharpe: 0.21 (bottom quartile).
Information ratio: -0.44 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding ICICI BANK LTD.^ (~3.6%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (06 Mar 26)	₹431.768 ↓ -2.20 (-0.51 %)
Net Assets (Cr)	₹5,356 on 31 Jan 26
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.21
Information Ratio	-0.44
Alpha Ratio	-0.44
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹12,111
28 Feb 23	₹12,607
29 Feb 24	₹19,047
28 Feb 25	₹18,925
28 Feb 26	₹23,269

TATA Mid Cap Growth Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26

Duration	Returns
1 Month	-2.4%
3 Month	-3.3%
6 Month	1.3%
1 Year	15.7%
3 Year	20.6%
5 Year	17%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.8%
2023	22.7%
2022	40.5%
2021	0.6%
2020	40%
2019	24.3%
2018	6.5%
2017	-13%
2016	49.8%
2015	-2.2%

Fund Manager information for TATA Mid Cap Growth Fund

Name	Since	Tenure
Satish Mishra	9 Mar 21	4.9 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	20.56%
Industrials	13.8%
Consumer Cyclical	13.44%
Health Care	13.13%
Basic Materials	11.35%
Technology	6.64%
Consumer Defensive	3.82%
Communication Services	3.47%
Real Estate	2.33%
Utility	1.71%
Energy	1.43%

Asset Allocation

Asset Class	Value
Cash	4.74%
Equity	95.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI BANK LTD.^ Derivatives, Since 31 Jan 26 \| -	4%	₹191 Cr	1,400,000 ↑ 1,400,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 18 \| FEDERALBNK	3%	₹173 Cr	6,000,000
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| INDIANB	3%	₹167 Cr	1,835,455
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	3%	₹162 Cr	2,300,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| AUBANK	3%	₹147 Cr	1,500,000
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	2%	₹121 Cr	750,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 May 25 \| GLENMARK	2%	₹121 Cr	600,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| UNOMINDA	2%	₹118 Cr	1,001,126
L&T Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| LTF	2%	₹115 Cr	4,000,000
Mankind Pharma Ltd (Healthcare) Equity, Since 31 Dec 25 \| MANKIND	2%	₹112 Cr	527,866 ↑ 27,866

7. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Research Highlights for Kotak Emerging Equity Scheme

Upper mid AUM (₹59,041 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.10% (bottom quartile).
3Y return: 20.30% (bottom quartile).
1Y return: 17.25% (lower mid).
Alpha: -0.96 (bottom quartile).
Sharpe: 0.18 (bottom quartile).
Information ratio: -0.44 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding GE Vernova T&D India Ltd (~4.5%).

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme Growth
Launch Date	30 Mar 07
NAV (06 Mar 26)	₹133.007 ↓ -0.79 (-0.59 %)
Net Assets (Cr)	₹59,041 on 31 Jan 26
Category	Equity - Mid Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	0.18
Information Ratio	-0.44
Alpha Ratio	-0.96
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹12,229
28 Feb 23	₹13,386
29 Feb 24	₹18,246
28 Feb 25	₹19,345
28 Feb 26	₹24,343

Kotak Emerging Equity Scheme SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Mar 26

Duration	Returns
1 Month	-1.6%
3 Month	-2.1%
6 Month	-2%
1 Year	17.3%
3 Year	20.3%
5 Year	18.1%
10 Year
15 Year
Since launch	14.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1.8%
2023	33.6%
2022	31.5%
2021	5.1%
2020	47.3%
2019	21.9%
2018	8.9%
2017	-11.7%
2016	43%
2015	10.4%

Fund Manager information for Kotak Emerging Equity Scheme

Name	Since	Tenure
Atul Bhole	22 Jan 24	2.03 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	25.06%
Industrials	15.38%
Consumer Cyclical	15.06%
Basic Materials	13.19%
Health Care	12.32%
Technology	12.19%
Communication Services	1.94%
Real Estate	1.8%
Energy	1.61%
Consumer Defensive	0.45%

Asset Allocation

Asset Class	Value
Cash	0.64%
Equity	99.36%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Nov 24 \| GVT&D	4%	₹2,631 Cr	8,144,322
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 24 \| FORTIS	4%	₹2,342 Cr	27,504,722 ↑ 2,780,379
Mphasis Ltd (Technology) Equity, Since 31 Jan 24 \| MPHASIS	4%	₹2,144 Cr	7,771,095
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| IPCALAB	3%	₹1,766 Cr	12,005,038
Indian Bank (Financial Services) Equity, Since 30 Jun 25 \| INDIANB	3%	₹1,590 Cr	17,438,497
Bharat Electronics Ltd (Industrials) Equity, Since 31 Dec 18 \| BEL	3%	₹1,508 Cr	33,587,745
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Dec 24 \| VMM	2%	₹1,396 Cr	110,859,899
KEI Industries Ltd (Industrials) Equity, Since 31 Oct 24 \| KEI	2%	₹1,340 Cr	3,333,420 ↑ 100,000
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 20 \| JKCEMENT	2%	₹1,340 Cr	2,426,390
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Jul 11 \| SOLARINDS	2%	₹1,329 Cr	985,817

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.