7 Best Mid & Small Cap Funds for SIP Investment 2026

Updated on March 25, 2026 , 45024 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	₹160.99 ↓ -3.79	₹10,772	500	-12.1	-9	5.4	24.6	18.9	6.3
Edelweiss Mid Cap Fund Growth	₹94.195 ↓ -1.88	₹14,355	500	-8	-4.4	6.9	24.5	20.4	3.8
ICICI Prudential MidCap Fund Growth	₹294.76 ↓ -6.03	₹7,280	100	-6	1	13.5	23.9	18.6	11.1
HDFC Mid-Cap Opportunities Fund Growth	₹184.472 ↓ -3.22	₹94,257	300	-8.6	-3.2	6	23.8	20.7	6.8
Sundaram Mid Cap Fund Growth	₹1,297.91 ↓ -26.14	₹13,235	100	-9.3	-4.4	4.6	22.9	18.1	4.1
TATA Mid Cap Growth Fund Growth	₹406.74 ↓ -8.45	₹5,505	150	-9.3	-3.8	3.9	20.2	16.2	5.8
BNP Paribas Mid Cap Fund Growth	₹97.4957 ↓ -1.64	₹2,341	300	-6.4	-1.7	5.2	20	16.4	2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 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	BNP Paribas Mid Cap Fund
Point 1	Lower mid AUM (₹10,772 Cr).	Upper mid AUM (₹14,355 Cr).	Lower mid AUM (₹7,280 Cr).	Highest AUM (₹94,257 Cr).	Upper mid AUM (₹13,235 Cr).	Bottom quartile AUM (₹5,505 Cr).	Bottom quartile AUM (₹2,341 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 (19+ yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (lower 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: High.
Point 5	5Y return: 18.87% (upper mid).	5Y return: 20.38% (upper mid).	5Y return: 18.63% (lower mid).	5Y return: 20.71% (top quartile).	5Y return: 18.11% (lower mid).	5Y return: 16.17% (bottom quartile).	5Y return: 16.39% (bottom quartile).
Point 6	3Y return: 24.56% (top quartile).	3Y return: 24.52% (upper mid).	3Y return: 23.94% (upper mid).	3Y return: 23.77% (lower mid).	3Y return: 22.93% (lower mid).	3Y return: 20.16% (bottom quartile).	3Y return: 20.05% (bottom quartile).
Point 7	1Y return: 5.37% (lower mid).	1Y return: 6.88% (upper mid).	1Y return: 13.51% (top quartile).	1Y return: 5.99% (upper mid).	1Y return: 4.64% (bottom quartile).	1Y return: 3.89% (bottom quartile).	1Y return: 5.24% (lower mid).
Point 8	Alpha: 0.00 (bottom quartile).	Alpha: 1.12 (bottom quartile).	Alpha: 7.09 (top quartile).	Alpha: 3.83 (upper mid).	Alpha: 2.64 (lower mid).	Alpha: 2.00 (lower mid).	Alpha: 2.75 (upper mid).
Point 9	Sharpe: 1.21 (bottom quartile).	Sharpe: 1.33 (bottom quartile).	Sharpe: 1.77 (top quartile).	Sharpe: 1.65 (upper mid).	Sharpe: 1.49 (lower mid).	Sharpe: 1.43 (lower mid).	Sharpe: 1.59 (upper mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.33 (upper mid).	Information ratio: 0.34 (upper mid).	Information ratio: 0.45 (top quartile).	Information ratio: 0.16 (lower mid).	Information ratio: -0.61 (bottom quartile).	Information ratio: -0.68 (bottom quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹10,772 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.87% (upper mid).
3Y return: 24.56% (top quartile).
1Y return: 5.37% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.21 (bottom quartile).
Information ratio: 0.00 (lower mid).

Edelweiss Mid Cap Fund

Upper mid AUM (₹14,355 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 20.38% (upper mid).
3Y return: 24.52% (upper mid).
1Y return: 6.88% (upper mid).
Alpha: 1.12 (bottom quartile).
Sharpe: 1.33 (bottom quartile).
Information ratio: 0.33 (upper mid).

ICICI Prudential MidCap Fund

Lower mid AUM (₹7,280 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.63% (lower mid).
3Y return: 23.94% (upper mid).
1Y return: 13.51% (top quartile).
Alpha: 7.09 (top quartile).
Sharpe: 1.77 (top quartile).
Information ratio: 0.34 (upper mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹94,257 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.71% (top quartile).
3Y return: 23.77% (lower mid).
1Y return: 5.99% (upper mid).
Alpha: 3.83 (upper mid).
Sharpe: 1.65 (upper mid).
Information ratio: 0.45 (top quartile).

Sundaram Mid Cap Fund

Upper mid AUM (₹13,235 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.11% (lower mid).
3Y return: 22.93% (lower mid).
1Y return: 4.64% (bottom quartile).
Alpha: 2.64 (lower mid).
Sharpe: 1.49 (lower mid).
Information ratio: 0.16 (lower mid).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,505 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.17% (bottom quartile).
3Y return: 20.16% (bottom quartile).
1Y return: 3.89% (bottom quartile).
Alpha: 2.00 (lower mid).
Sharpe: 1.43 (lower mid).
Information ratio: -0.61 (bottom quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,341 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 16.39% (bottom quartile).
3Y return: 20.05% (bottom quartile).
1Y return: 5.24% (lower mid).
Alpha: 2.75 (upper mid).
Sharpe: 1.59 (upper mid).
Information ratio: -0.68 (bottom quartile).

About the Fincash Research Team

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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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*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 (₹10,772 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.87% (upper mid).
3Y return: 24.56% (top quartile).
1Y return: 5.37% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.21 (bottom quartile).
Information ratio: 0.00 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding The Federal Bank Ltd (~6.2%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (27 Mar 26)	₹160.99 ↓ -3.79 (-2.30 %)
Net Assets (Cr)	₹10,772 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	1.21
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 ₹481,656.
Net Profit of ₹181,656 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 27 Mar 26

Duration	Returns
1 Month	-9.3%
3 Month	-12.1%
6 Month	-9%
1 Year	5.4%
3 Year	24.6%
5 Year	18.9%
10 Year
15 Year
Since launch	15.8%

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	2.31 Yr.

Data below for Invesco India Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	34.98%
Health Care	19.6%
Consumer Cyclical	17.71%
Industrials	9.84%
Real Estate	7.99%
Technology	5.07%
Basic Materials	4.16%

Asset Allocation

Asset Class	Value
Cash	0.65%
Equity	99.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹669 Cr	22,304,132
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| AUBANK	5%	₹569 Cr	5,936,790
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	5%	₹538 Cr	3,865,599 ↑ 311,192
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	5%	₹521 Cr	4,774,196
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	5%	₹514 Cr	1,899,237 ↑ 380,004
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹495 Cr	16,397,045 ↑ 1,466,599
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹479 Cr	16,854,973
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	4%	₹448 Cr	2,468,180
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹442 Cr	3,883,813 ↑ 645,247
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹432 Cr	895,333 ↑ 81,321

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 (₹14,355 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 20.38% (upper mid).
3Y return: 24.52% (upper mid).
1Y return: 6.88% (upper mid).
Alpha: 1.12 (bottom quartile).
Sharpe: 1.33 (bottom quartile).
Information ratio: 0.33 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Marico Ltd (~2.4%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (27 Mar 26)	₹94.195 ↓ -1.88 (-1.96 %)
Net Assets (Cr)	₹14,355 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	1.33
Information Ratio	0.33
Alpha Ratio	1.12
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 27 Mar 26

Duration	Returns
1 Month	-7.3%
3 Month	-8%
6 Month	-4.4%
1 Year	6.9%
3 Year	24.5%
5 Year	20.4%
10 Year
15 Year
Since launch	13.2%

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	1.38 Yr.
Trideep Bhattacharya	1 Oct 21	4.41 Yr.
Raj Koradia	1 Aug 24	1.58 Yr.

Data below for Edelweiss Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	29.15%
Industrials	13.9%
Consumer Cyclical	13.5%
Basic Materials	11.16%
Health Care	8.33%
Technology	5.74%
Consumer Defensive	4.88%
Communication Services	3.24%
Energy	2.94%
Real Estate	2.24%
Utility	1.67%

Asset Allocation

Asset Class	Value
Cash	3.25%
Equity	96.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	2%	₹348 Cr	4,417,032
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹335 Cr	1,372,945
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹335 Cr	11,159,723
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹326 Cr	3,454,648
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| INDIANB	2%	₹309 Cr	3,120,547
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Jun 22 \| APLAPOLLO	2%	₹287 Cr	1,286,528
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| 539437	2%	₹283 Cr	38,471,898 ↑ 5,202,889
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	2%	₹274 Cr	5,661,327 ↑ 266,825
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| AUBANK	2%	₹272 Cr	2,842,581 ↑ 483,803
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 19 \| JKCEMENT	2%	₹253 Cr	447,202 ↑ 75,771

3. ICICI Prudential MidCap Fund

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

Research Highlights for ICICI Prudential MidCap Fund

Lower mid AUM (₹7,280 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.63% (lower mid).
3Y return: 23.94% (upper mid).
1Y return: 13.51% (top quartile).
Alpha: 7.09 (top quartile).
Sharpe: 1.77 (top quartile).
Information ratio: 0.34 (upper mid).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Jindal Steel Ltd (~4.8%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (27 Mar 26)	₹294.76 ↓ -6.03 (-2.00 %)
Net Assets (Cr)	₹7,280 on 28 Feb 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	1.77
Information Ratio	0.34
Alpha Ratio	7.09
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 ₹481,656.
Net Profit of ₹181,656 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 27 Mar 26

Duration	Returns
1 Month	-7.9%
3 Month	-6%
6 Month	1%
1 Year	13.5%
3 Year	23.9%
5 Year	18.6%
10 Year
15 Year
Since launch	17.1%

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	3.67 Yr.
Sharmila D’mello	31 Jul 22	3.58 Yr.

Data below for ICICI Prudential MidCap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Basic Materials	27.56%
Industrials	23.51%
Financial Services	20.83%
Consumer Cyclical	12.86%
Communication Services	5.72%
Real Estate	5.42%
Health Care	1.8%
Technology	0.46%
Utility	0.15%

Asset Allocation

Asset Class	Value
Cash	1.69%
Equity	98.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| JINDALSTEL	5%	₹347 Cr	2,786,470
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹318 Cr	1,425,196
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	4%	₹303 Cr	1,239,860
Apar Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| APARINDS	4%	₹295 Cr	263,711
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| MUTHOOTFIN	4%	₹276 Cr	824,501
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹274 Cr	1,011,840
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹241 Cr	3,106,731
Vedanta Ltd (Basic Materials) Equity, Since 31 Aug 24 \| VEDL	3%	₹225 Cr	3,128,459
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 May 23 \| BHARATFORG	3%	₹225 Cr	1,174,895
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	3%	₹221 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 (₹94,257 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 20.71% (top quartile).
3Y return: 23.77% (lower mid).
1Y return: 5.99% (upper mid).
Alpha: 3.83 (upper mid).
Sharpe: 1.65 (upper mid).
Information ratio: 0.45 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Max Financial Services Ltd (~5.0%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (27 Mar 26)	₹184.472 ↓ -3.22 (-1.72 %)
Net Assets (Cr)	₹94,257 on 28 Feb 26
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	1.65
Information Ratio	0.45
Alpha Ratio	3.83
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 ₹505,644.
Net Profit of ₹205,644 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 27 Mar 26

Duration	Returns
1 Month	-8.9%
3 Month	-8.6%
6 Month	-3.2%
1 Year	6%
3 Year	23.8%
5 Year	20.7%
10 Year
15 Year
Since launch	16.8%

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	18.69 Yr.
Dhruv Muchhal	22 Jun 23	2.69 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	28.67%
Consumer Cyclical	16.45%
Health Care	13.6%
Industrials	9.76%
Technology	7.74%
Consumer Defensive	6.96%
Basic Materials	5.12%
Energy	2.58%
Communication Services	2.42%
Utility	0.93%

Asset Allocation

Asset Class	Value
Cash	5.77%
Equity	94.23%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	5%	₹4,677 Cr	25,792,853
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,833 Cr	127,825,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	4%	₹3,766 Cr	39,301,056
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	4%	₹3,650 Cr	36,854,482
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,185 Cr	13,361,745 ↑ 137,445
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹2,912 Cr	30,887,194 ↑ 2,499,854
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,751 Cr	17,994,512
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹2,738 Cr	12,815,305 ↑ 139,865
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| VMM	3%	₹2,513 Cr	213,395,832 ↑ 39,978,023
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,436 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

Upper mid AUM (₹13,235 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.11% (lower mid).
3Y return: 22.93% (lower mid).
1Y return: 4.64% (bottom quartile).
Alpha: 2.64 (lower mid).
Sharpe: 1.49 (lower mid).
Information ratio: 0.16 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Cummins India Ltd (~4.0%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (27 Mar 26)	₹1,297.91 ↓ -26.14 (-1.97 %)
Net Assets (Cr)	₹13,235 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	1.49
Information Ratio	0.16
Alpha Ratio	2.64
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 27 Mar 26

Duration	Returns
1 Month	-8.8%
3 Month	-9.3%
6 Month	-4.4%
1 Year	4.6%
3 Year	22.9%
5 Year	18.1%
10 Year
15 Year
Since launch	22.8%

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	5.01 Yr.
Shalav Saket	31 Dec 25	0.16 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	21.22%
Industrials	16.23%
Consumer Cyclical	15.62%
Health Care	9.91%
Basic Materials	9.67%
Technology	6.68%
Consumer Defensive	6.25%
Real Estate	3.53%
Utility	2.73%
Communication Services	2.71%
Energy	2.08%

Asset Allocation

Asset Class	Value
Cash	3.27%
Equity	96.71%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	4%	₹533 Cr	1,087,767 ↓ -31,544
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹447 Cr	1,161,757 ↓ -29,598
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹430 Cr	11,498,475 ↓ -13,029
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	3%	₹356 Cr	1,601,739
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹312 Cr	10,399,688 ↓ -182,738
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| INDIANB	2%	₹283 Cr	2,859,289
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| 539437	2%	₹281 Cr	38,278,844 ↑ 300,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹276 Cr	6,735,835
Jindal Steel Ltd (Basic Materials) Equity, Since 30 Nov 20 \| JINDALSTEL	2%	₹276 Cr	2,219,329 ↓ -160,889
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Oct 21 \| HINDPETRO	2%	₹275 Cr	6,264,200

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 (₹5,505 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.17% (bottom quartile).
3Y return: 20.16% (bottom quartile).
1Y return: 3.89% (bottom quartile).
Alpha: 2.00 (lower mid).
Sharpe: 1.43 (lower mid).
Information ratio: -0.61 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Indian Bank (~3.3%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (27 Mar 26)	₹406.74 ↓ -8.45 (-2.03 %)
Net Assets (Cr)	₹5,505 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	1.43
Information Ratio	-0.61
Alpha Ratio	2
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 27 Mar 26

Duration	Returns
1 Month	-8.3%
3 Month	-9.3%
6 Month	-3.8%
1 Year	3.9%
3 Year	20.2%
5 Year	16.2%
10 Year
15 Year
Since launch	12.4%

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	4.98 Yr.

Data below for TATA Mid Cap Growth Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	22.99%
Industrials	14.07%
Consumer Cyclical	13.92%
Health Care	12.49%
Basic Materials	10.96%
Technology	5.83%
Consumer Defensive	3.91%
Communication Services	3.9%
Real Estate	2.29%
Utility	1.68%
Energy	1.43%

Asset Allocation

Asset Class	Value
Cash	6.53%
Equity	93.47%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| INDIANB	3%	₹182 Cr	1,835,455
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 18 \| FEDERALBNK	3%	₹180 Cr	6,000,000
Mankind Pharma Ltd (Healthcare) Equity, Since 31 Dec 25 \| MANKIND	3%	₹164 Cr	727,866 ↑ 200,000
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	3%	₹147 Cr	2,300,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| AUBANK	3%	₹144 Cr	1,500,000
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	3%	₹144 Cr	1,500,000 ↑ 900,000
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	2%	₹136 Cr	750,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 May 25 \| GLENMARK	2%	₹128 Cr	600,000
One97 Communications Ltd (Technology) Equity, Since 31 Dec 25 \| 543396	2%	₹121 Cr	1,100,000 ↑ 250,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| UNOMINDA	2%	₹119 Cr	1,001,126

7. BNP Paribas Mid Cap Fund

The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

Research Highlights for BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,341 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 16.39% (bottom quartile).
3Y return: 20.05% (bottom quartile).
1Y return: 5.24% (lower mid).
Alpha: 2.75 (upper mid).
Sharpe: 1.59 (upper mid).
Information ratio: -0.68 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding GE Vernova T&D India Ltd (~4.1%).

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund Growth
Launch Date	2 May 06
NAV (27 Mar 26)	₹97.4957 ↓ -1.64 (-1.65 %)
Net Assets (Cr)	₹2,341 on 28 Feb 26
Category	Equity - Mid Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	1.59
Information Ratio	-0.68
Alpha Ratio	2.75
Min Investment	5,000
Min SIP Investment	300
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	₹12,180
28 Feb 23	₹12,632
29 Feb 24	₹18,532
28 Feb 25	₹18,890
28 Feb 26	₹23,019

BNP Paribas Mid Cap 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 BNP Paribas 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 27 Mar 26

Duration	Returns
1 Month	-7.6%
3 Month	-6.4%
6 Month	-1.7%
1 Year	5.2%
3 Year	20%
5 Year	16.4%
10 Year
15 Year
Since launch	12.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.5%
2023	28.5%
2022	32.6%
2021	4.7%
2020	41.5%
2019	23.1%
2018	5.2%
2017	-17.5%
2016	49%
2015	-1.2%

Fund Manager information for BNP Paribas Mid Cap Fund

Name	Since	Tenure
Pratish Krishnan	29 Nov 25	0.25 Yr.
Himanshu Singh	21 Oct 24	1.36 Yr.

Data below for BNP Paribas Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	24.67%
Industrials	17.73%
Consumer Cyclical	17.23%
Basic Materials	12.25%
Health Care	12.21%
Technology	5.57%
Energy	2.06%
Real Estate	1.91%
Consumer Defensive	1.03%
Communication Services	0.86%

Asset Allocation

Asset Class	Value
Cash	3.61%
Equity	95.54%
Debt	0.84%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	4%	₹96 Cr	250,000
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 31 Dec 22 \| POWERINDIA	3%	₹77 Cr	30,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| INDIANB	3%	₹73 Cr	740,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Jul 16 \| FEDERALBNK	3%	₹60 Cr	2,000,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Apr 23 \| NAVINFLUOR	3%	₹60 Cr	95,608 ↓ -4,392
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Jan 24 \| BHEL	2%	₹53 Cr	2,000,000
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Nov 24 \| HINDPETRO	2%	₹48 Cr	1,100,000
Sundaram Finance Ltd (Financial Services) Equity, Since 31 May 16 \| SUNDARMFIN	2%	₹47 Cr	85,000
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 23 \| 543390	2%	₹47 Cr	315,000 ↓ -35,000
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jan 24 \| IPCALAB	2%	₹46 Cr	300,000

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.