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7 Best Performing Mid & Small Cap Mutual Funds SIP 2024 | Fincash.com

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7 Best Mid & Small Cap Funds for SIP Investment 2024

Updated on July 14, 2024 , 42892 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 2024 – 2025.

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Best Performing Mid Cap and Small Cap Funds for SIP FY 24 - 25

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹98.1908
↓ -0.12
₹9,819 500 22.732.365.838.732.541.7
Nippon India Small Cap Fund Growth ₹176.403
↑ 0.39
₹51,566 100 20.825.157.332.235.848.9
Franklin India Smaller Companies Fund Growth ₹183.082
↑ 0.36
₹12,797 500 18.422.2583028.852.1
L&T Emerging Businesses Fund Growth ₹86.6788
↑ 0.56
₹14,787 500 19.923.155.429.730.246.1
HDFC Mid-Cap Opportunities Fund Growth ₹185.891
↑ 0.18
₹65,394 300 16.62353.129.728.744.5
Edelweiss Mid Cap Fund Growth ₹95.323
↓ -0.15
₹5,864 500 20.928.261.626.429.838.4
Sundaram Mid Cap Fund Growth ₹1,316.05
↑ 3.24
₹11,017 100 17.823.656.525.923.940.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Jul 24
*List of funds based on Assets >= 500 Crore & Sorted based on 3 Year CAGR Return.

1. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.6% since its launch.  Ranked 27 in Mid Cap category.  Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (16 Jul 24) ₹98.1908 ↓ -0.12   (-0.12 %)
Net Assets (Cr) ₹9,819 on 30 Apr 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.45
Sharpe Ratio 4.03
Information Ratio 1.04
Alpha Ratio 18.94
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,692
30 Jun 21₹14,156
30 Jun 22₹16,857
30 Jun 23₹23,241
30 Jun 24₹38,133

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jul 24

DurationReturns
1 Month 7.4%
3 Month 22.7%
6 Month 32.3%
1 Year 65.8%
3 Year 38.7%
5 Year 32.5%
10 Year
15 Year
Since launch 24.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
2014
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Niket Shah1 Jul 203.92 Yr.
Ankush Sood11 Nov 221.56 Yr.
Rakesh Shetty22 Nov 221.53 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Apr 24

Equity Sector Allocation
SectorValue
Consumer Cyclical19.8%
Industrials19.68%
Technology15.6%
Financial Services11.62%
Communication Services11.3%
Health Care6.12%
Real Estate5.88%
Utility3.76%
Basic Materials3.17%
Asset Allocation
Asset ClassValue
Cash3.09%
Equity96.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | 543940
10%₹1,033 Cr30,000,000
Vodafone Idea Ltd (Communication Services)
Equity, Since 30 Apr 24 | 532822
10%₹999 Cr655,000,000
↑ 100,000,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
8%₹851 Cr47,500,000
↑ 27,500,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 20 | TIINDIA
8%₹805 Cr2,250,000
↑ 427,022
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
7%₹777 Cr20,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
7%₹729 Cr2,137,892
↑ 137,892
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jul 23 | PRESTIGE
4%₹439 Cr2,750,000
↓ -250,000
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
4%₹438 Cr650,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
4%₹427 Cr1,400,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
4%₹410 Cr825,619
↓ -74,381

2. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 23.1% since its launch.  Ranked 6 in Small Cap category.  Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (16 Jul 24) ₹176.403 ↑ 0.39   (0.22 %)
Net Assets (Cr) ₹51,566 on 31 May 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 2.89
Information Ratio 1.09
Alpha Ratio 7.8
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,706
30 Jun 21₹18,155
30 Jun 22₹19,715
30 Jun 23₹27,539
30 Jun 24₹42,883

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
Invest Now

Returns for Nippon India Small 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 16 Jul 24

DurationReturns
1 Month 5%
3 Month 20.8%
6 Month 25.1%
1 Year 57.3%
3 Year 32.2%
5 Year 35.8%
10 Year
15 Year
Since launch 23.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
2014 97.6%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 177.42 Yr.
Kinjal Desai25 May 186.02 Yr.

Data below for Nippon India Small Cap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials33.67%
Financial Services12.9%
Consumer Cyclical11.13%
Basic Materials10.34%
Technology8.97%
Health Care7.25%
Consumer Defensive6.54%
Communication Services1.48%
Utility1.39%
Energy1.02%
Real Estate0.38%
Asset Allocation
Asset ClassValue
Cash4.36%
Equity95.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Voltamp Transformers Ltd (Industrials)
Equity, Since 30 Sep 16 | VOLTAMP
2%₹951 Cr844,398
↓ -20,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹942 Cr6,150,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
2%₹894 Cr2,499,222
↓ -100,000
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹763 Cr965,116
↓ -115,000
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
1%₹753 Cr4,384,076
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹747 Cr25,000,000
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹717 Cr614,625
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹673 Cr8,100,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
1%₹672 Cr1,851,010
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 21 | LT
1%₹671 Cr1,829,381
↑ 400,000

3. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 11 in Small Cap category.  Return for 2023 was 52.1% , 2022 was 3.6% and 2021 was 56.4% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (16 Jul 24) ₹183.082 ↑ 0.36   (0.20 %)
Net Assets (Cr) ₹12,797 on 31 May 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.78
Information Ratio 0.6
Alpha Ratio 6.96
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹7,437
30 Jun 21₹14,614
30 Jun 22₹15,063
30 Jun 23₹21,245
30 Jun 24₹33,977

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jul 24

DurationReturns
1 Month 3.5%
3 Month 18.4%
6 Month 22.2%
1 Year 58%
3 Year 30%
5 Year 28.8%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
2014 89.9%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.34 Yr.
Sandeep Manam18 Oct 212.62 Yr.
Akhil Kalluri8 Sep 221.73 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials29.73%
Financial Services18.1%
Consumer Cyclical13.22%
Health Care6.5%
Basic Materials6.19%
Real Estate6.18%
Technology5.62%
Consumer Defensive4.98%
Utility1.8%
Energy0.93%
Communication Services0.49%
Asset Allocation
Asset ClassValue
Cash4.79%
Equity95.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹535 Cr4,168,691
↓ -500,000
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
3%₹445 Cr48,064,081
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹340 Cr8,763,469
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
2%₹304 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹304 Cr15,398,917
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Dec 14 | CARBORUNIV
2%₹289 Cr1,812,883
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹271 Cr6,900,000
↑ 450,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG
2%₹263 Cr2,108,245
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹257 Cr1,448,723
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 12 | SOBHA
2%₹255 Cr1,344,345
↓ -21,898

4. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 23.6% since its launch.  Ranked 2 in Small Cap category.  Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (16 Jul 24) ₹86.6788 ↑ 0.56   (0.65 %)
Net Assets (Cr) ₹14,787 on 31 May 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 2.35
Information Ratio 0.64
Alpha Ratio 0.95
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹7,797
30 Jun 21₹15,737
30 Jun 22₹17,233
30 Jun 23₹23,072
30 Jun 24₹35,781

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Jul 24

DurationReturns
1 Month 3.9%
3 Month 19.9%
6 Month 23.1%
1 Year 55.4%
3 Year 29.7%
5 Year 30.2%
10 Year
15 Year
Since launch 23.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.46 Yr.
Cheenu Gupta1 Oct 230.67 Yr.
Sonal Gupta1 Oct 230.67 Yr.

Data below for L&T Emerging Businesses Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials35.57%
Consumer Cyclical13.99%
Basic Materials13.49%
Financial Services9.67%
Technology8.37%
Real Estate7.46%
Health Care4.06%
Consumer Defensive2.33%
Energy1.52%
Asset Allocation
Asset ClassValue
Cash2.31%
Equity97.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹502 Cr635,400
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
3%₹496 Cr3,866,279
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
3%₹389 Cr947,670
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹365 Cr2,573,042
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 500840
2%₹358 Cr8,283,239
↓ -344,234
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 17 | SOBHA
2%₹327 Cr1,721,853
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
2%₹325 Cr1,607,279
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹324 Cr11,291,100
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
2%₹319 Cr2,188,200
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹287 Cr842,458

5. 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.

HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 24 in Mid Cap category.  Return for 2023 was 44.5% , 2022 was 12.3% and 2021 was 39.9% .

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

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (16 Jul 24) ₹185.891 ↑ 0.18   (0.09 %)
Net Assets (Cr) ₹65,394 on 31 May 24
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 3.26
Information Ratio 0.36
Alpha Ratio 5.44
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,780
30 Jun 21₹15,210
30 Jun 22₹15,383
30 Jun 23₹21,910
30 Jun 24₹33,052

HDFC Mid-Cap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
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 16 Jul 24

DurationReturns
1 Month 3.6%
3 Month 16.6%
6 Month 23%
1 Year 53.1%
3 Year 29.7%
5 Year 28.7%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.5%
2022 12.3%
2021 39.9%
2020 21.7%
2019 0.2%
2018 -11.2%
2017 41.7%
2016 11.3%
2015 5.8%
2014 76.6%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0716.95 Yr.
Dhruv Muchhal22 Jun 230.95 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services24.23%
Consumer Cyclical16.86%
Industrials13.62%
Health Care11.68%
Technology9.85%
Basic Materials8.78%
Communication Services3.89%
Energy2.73%
Consumer Defensive1.44%
Utility0.17%
Asset Allocation
Asset ClassValue
Cash6.74%
Equity93.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500850
4%₹2,594 Cr46,539,672
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 500271
3%₹2,046 Cr22,282,055
↑ 1,510,337
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK
3%₹2,004 Cr123,641,292
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
3%₹1,975 Cr6,474,446
↑ 1,361,450
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | 500877
3%₹1,942 Cr41,892,187
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 532814
3%₹1,931 Cr34,029,890
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 524494
3%₹1,808 Cr15,693,416
↑ 800,469
Tata Communications Ltd (Communication Services)
Equity, Since 31 Dec 21 | TATACOMM
3%₹1,795 Cr10,094,194
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO
3%₹1,782 Cr33,168,177
↑ 91,922
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
3%₹1,711 Cr22,757,305

6. 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.

Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 22 in Mid Cap category.  Return for 2023 was 38.4% , 2022 was 2.4% and 2021 was 50.3% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (16 Jul 24) ₹95.323 ↓ -0.15   (-0.16 %)
Net Assets (Cr) ₹5,864 on 31 May 24
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 2.1
Sharpe Ratio 3.08
Information Ratio -0.3
Alpha Ratio 3.84
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,062
30 Jun 21₹16,992
30 Jun 22₹16,883
30 Jun 23₹22,039
30 Jun 24₹34,916

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
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 16 Jul 24

DurationReturns
1 Month 4.7%
3 Month 20.9%
6 Month 28.2%
1 Year 61.6%
3 Year 26.4%
5 Year 29.8%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.4%
2022 2.4%
2021 50.3%
2020 26.4%
2019 5.2%
2018 -15.7%
2017 52.3%
2016 2.5%
2015 9.4%
2014 83.4%
Fund Manager information for Edelweiss Mid Cap Fund
NameSinceTenure
Trideep Bhattacharya1 Oct 212.67 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials23.22%
Financial Services19.15%
Consumer Cyclical16.36%
Basic Materials11.11%
Technology9.49%
Health Care6.29%
Real Estate3.5%
Utility2.85%
Communication Services1.92%
Consumer Defensive1.87%
Energy0.95%
Asset Allocation
Asset ClassValue
Cash3.28%
Equity96.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
4%₹226 Cr240,705
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 500251
4%₹221 Cr484,903
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹195 Cr572,512
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
3%₹187 Cr3,298,021
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
3%₹184 Cr517,473
JSW Energy Ltd (Utilities)
Equity, Since 30 Sep 23 | JSWENERGY
3%₹167 Cr2,723,671
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | BDL
3%₹167 Cr1,071,474
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
3%₹159 Cr169,704
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹156 Cr9,637,857
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 20 | BEL
3%₹148 Cr5,012,024

7. 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.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.9% since its launch.  Ranked 13 in Mid Cap category.  Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (16 Jul 24) ₹1,316.05 ↑ 3.24   (0.25 %)
Net Assets (Cr) ₹11,017 on 31 May 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 3.24
Information Ratio -0.33
Alpha Ratio 5.06
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.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,343
30 Jun 21₹13,685
30 Jun 22₹13,620
30 Jun 23₹17,774
30 Jun 24₹27,582

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
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 16 Jul 24

DurationReturns
1 Month 3.9%
3 Month 17.8%
6 Month 23.6%
1 Year 56.5%
3 Year 25.9%
5 Year 23.9%
10 Year
15 Year
Since launch 24.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.4%
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 213.27 Yr.
Ratish Varier24 Feb 213.27 Yr.

Data below for Sundaram Mid Cap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials22.67%
Financial Services20.54%
Consumer Cyclical17.43%
Health Care10.82%
Basic Materials8.41%
Technology5.53%
Utility2.85%
Real Estate2.45%
Consumer Defensive1.94%
Energy1.44%
Communication Services1.44%
Asset Allocation
Asset ClassValue
Cash4.49%
Equity95.51%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
4%₹440 Cr1,239,180
↓ -5,877
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹329 Cr20,274,518
↓ -995,534
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹324 Cr8,339,782
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹322 Cr900,868
↓ -13,631
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹322 Cr705,435
↓ -66,880
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
3%₹276 Cr5,600,000
↓ -1,278,660
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY
2%₹257 Cr1,410,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹247 Cr5,207,843
↓ -823,975
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL
2%₹247 Cr8,345,210
Zydus Lifesciences Ltd (Healthcare)
Equity, Since 30 Nov 22 | 532321
2%₹237 Cr2,369,371
↓ -31,843

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.
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