7 Best Mid & Small Cap Funds for SIP Investment 2026

Updated on February 11, 2026 , 44902 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	₹180.86 ↓ -2.22	₹10,296	500	-2.2	0.8	21.6	27.3	21.1	6.3
HDFC Mid-Cap Opportunities Fund Growth	₹202.201 ↓ -2.37	₹92,642	300	-0.5	5.8	18.2	26	23.2	6.8
Edelweiss Mid Cap Fund Growth	₹102.926 ↓ -1.73	₹13,650	500	-0.8	3.6	17.6	25.9	21.7	3.8
Sundaram Mid Cap Fund Growth	₹1,424.07 ↓ -21.64	₹13,293	100	-0.9	3.9	17.8	25.1	20.1	4.1
ICICI Prudential MidCap Fund Growth	₹318.81 ↓ -7.34	₹7,132	100	2.1	8.8	25	25	20.6	11.1
Franklin India Prima Fund Growth	₹2,739.08 ↓ -28.51	₹12,831	500	-2.4	1.7	11.6	22.2	17.1	1.6
TATA Mid Cap Growth Fund Growth	₹443.637 ↓ -4.42	₹5,497	150	-0.9	4.8	16.5	22.1	18.2	5.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Feb 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Invesco India Mid Cap Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund	Sundaram Mid Cap Fund	ICICI Prudential MidCap Fund	Franklin India Prima Fund	TATA Mid Cap Growth Fund
Point 1	Lower mid AUM (₹10,296 Cr).	Highest AUM (₹92,642 Cr).	Upper mid AUM (₹13,650 Cr).	Upper mid AUM (₹13,293 Cr).	Bottom quartile AUM (₹7,132 Cr).	Lower mid AUM (₹12,831 Cr).	Bottom quartile AUM (₹5,497 Cr).
Point 2	Established history (18+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).	Established history (23+ yrs).	Established history (21+ yrs).	Oldest track record among peers (32 yrs).	Established history (31+ yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 21.05% (upper mid).	5Y return: 23.20% (top quartile).	5Y return: 21.71% (upper mid).	5Y return: 20.08% (lower mid).	5Y return: 20.59% (lower mid).	5Y return: 17.05% (bottom quartile).	5Y return: 18.24% (bottom quartile).
Point 6	3Y return: 27.28% (top quartile).	3Y return: 25.96% (upper mid).	3Y return: 25.91% (upper mid).	3Y return: 25.06% (lower mid).	3Y return: 25.03% (lower mid).	3Y return: 22.19% (bottom quartile).	3Y return: 22.14% (bottom quartile).
Point 7	1Y return: 21.56% (upper mid).	1Y return: 18.22% (upper mid).	1Y return: 17.55% (lower mid).	1Y return: 17.77% (lower mid).	1Y return: 24.97% (top quartile).	1Y return: 11.63% (bottom quartile).	1Y return: 16.46% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.63 (upper mid).	Alpha: -1.98 (bottom quartile).	Alpha: -1.77 (lower mid).	Alpha: 4.76 (top quartile).	Alpha: -4.31 (bottom quartile).	Alpha: -0.26 (lower mid).
Point 9	Sharpe: 0.11 (upper mid).	Sharpe: 0.12 (upper mid).	Sharpe: -0.02 (bottom quartile).	Sharpe: -0.01 (lower mid).	Sharpe: 0.33 (top quartile).	Sharpe: -0.16 (bottom quartile).	Sharpe: 0.07 (lower mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.44 (top quartile).	Information ratio: 0.40 (upper mid).	Information ratio: 0.13 (upper mid).	Information ratio: -0.16 (lower mid).	Information ratio: -0.42 (bottom quartile).	Information ratio: -0.48 (bottom quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹10,296 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.05% (upper mid).
3Y return: 27.28% (top quartile).
1Y return: 21.56% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.11 (upper mid).
Information ratio: 0.00 (lower mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹92,642 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 23.20% (top quartile).
3Y return: 25.96% (upper mid).
1Y return: 18.22% (upper mid).
Alpha: 0.63 (upper mid).
Sharpe: 0.12 (upper mid).
Information ratio: 0.44 (top quartile).

Edelweiss Mid Cap Fund

Upper mid AUM (₹13,650 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.71% (upper mid).
3Y return: 25.91% (upper mid).
1Y return: 17.55% (lower mid).
Alpha: -1.98 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: 0.40 (upper mid).

Sundaram Mid Cap Fund

Upper mid AUM (₹13,293 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.08% (lower mid).
3Y return: 25.06% (lower mid).
1Y return: 17.77% (lower mid).
Alpha: -1.77 (lower mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.13 (upper mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,132 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.59% (lower mid).
3Y return: 25.03% (lower mid).
1Y return: 24.97% (top quartile).
Alpha: 4.76 (top quartile).
Sharpe: 0.33 (top quartile).
Information ratio: -0.16 (lower mid).

Franklin India Prima Fund

Lower mid AUM (₹12,831 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.05% (bottom quartile).
3Y return: 22.19% (bottom quartile).
1Y return: 11.63% (bottom quartile).
Alpha: -4.31 (bottom quartile).
Sharpe: -0.16 (bottom quartile).
Information ratio: -0.42 (bottom quartile).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,497 Cr).
Established history (31+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.24% (bottom quartile).
3Y return: 22.14% (bottom quartile).
1Y return: 16.46% (bottom quartile).
Alpha: -0.26 (lower mid).
Sharpe: 0.07 (lower mid).
Information ratio: -0.48 (bottom quartile).

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Location: Thane, Maharashtra, India
Experience: 10+ years in Mutual Fund distribution

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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 (₹10,296 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.05% (upper mid).
3Y return: 27.28% (top quartile).
1Y return: 21.56% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.11 (upper mid).
Information ratio: 0.00 (lower mid).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (13 Feb 26)	₹180.86 ↓ -2.22 (-1.21 %)
Net Assets (Cr)	₹10,296 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.11
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
31 Jan 21	₹10,000
31 Jan 22	₹13,952
31 Jan 23	₹13,908
31 Jan 24	₹20,016
31 Jan 25	₹24,576
31 Jan 26	₹27,323

Invesco India Mid Cap 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 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 13 Feb 26

Duration	Returns
1 Month	1.6%
3 Month	-2.2%
6 Month	0.8%
1 Year	21.6%
3 Year	27.3%
5 Year	21.1%
10 Year
15 Year
Since launch	16.6%

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	2.15 Yr.
Amit Ganatra	1 Sep 23	2.34 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	33.81%
Consumer Cyclical	19.69%
Health Care	18.14%
Industrials	8.13%
Real Estate	7.29%
Technology	6.39%
Basic Materials	3.74%
Communication Services	0.31%

Asset Allocation

Asset Class	Value
Cash	2.5%
Equity	97.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹596 Cr	22,304,132
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	6%	₹590 Cr	5,936,790
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	5%	₹533 Cr	16,854,973
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹529 Cr	13,705,275 ↑ 113,616
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹412 Cr	814,012 ↑ 389,370
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	4%	₹405 Cr	2,422,867
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹400 Cr	1,519,233
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	4%	₹391 Cr	2,451,815
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹381 Cr	3,214,642 ↑ 472,531
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532296	4%	₹379 Cr	1,864,031

2. 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 (₹92,642 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 23.20% (top quartile).
3Y return: 25.96% (upper mid).
1Y return: 18.22% (upper mid).
Alpha: 0.63 (upper mid).
Sharpe: 0.12 (upper mid).
Information ratio: 0.44 (top quartile).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (13 Feb 26)	₹202.201 ↓ -2.37 (-1.16 %)
Net Assets (Cr)	₹92,642 on 31 Dec 25
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.12
Information Ratio	0.44
Alpha Ratio	0.63
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
31 Jan 21	₹10,000
31 Jan 22	₹14,198
31 Jan 23	₹15,668
31 Jan 24	₹23,837
31 Jan 25	₹27,373
31 Jan 26	₹30,843

HDFC Mid-Cap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 13 Feb 26

Duration	Returns
1 Month	0.8%
3 Month	-0.5%
6 Month	5.8%
1 Year	18.2%
3 Year	26%
5 Year	23.2%
10 Year
15 Year
Since launch	17.5%

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	18.53 Yr.
Dhruv Muchhal	22 Jun 23	2.53 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	27.51%
Consumer Cyclical	16.33%
Health Care	12.04%
Technology	9.79%
Industrials	9.6%
Consumer Defensive	5.82%
Basic Materials	4.98%
Energy	2.99%
Communication Services	2.77%
Utility	1.07%

Asset Allocation

Asset Class	Value
Cash	7.09%
Equity	92.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| 500271	5%	₹4,312 Cr	25,792,853
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	4%	₹3,899 Cr	39,201,056
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,414 Cr	127,825,000
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| 532814	3%	₹3,086 Cr	36,854,482
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,068 Cr	13,224,300
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,771 Cr	55,530,830
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,598 Cr	15,620,600
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| 532296	3%	₹2,572 Cr	12,636,078
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| 524494	3%	₹2,543 Cr	17,920,369 ↑ 73,438
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Dec 20 \| M&MFIN	3%	₹2,498 Cr	61,975,386

3. 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 (₹13,650 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.71% (upper mid).
3Y return: 25.91% (upper mid).
1Y return: 17.55% (lower mid).
Alpha: -1.98 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: 0.40 (upper mid).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (13 Feb 26)	₹102.926 ↓ -1.73 (-1.65 %)
Net Assets (Cr)	₹13,650 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.02
Information Ratio	0.4
Alpha Ratio	-1.98
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
31 Jan 21	₹10,000
31 Jan 22	₹14,507
31 Jan 23	₹14,791
31 Jan 24	₹21,862
31 Jan 25	₹26,654
31 Jan 26	₹29,488

Edelweiss Mid Cap 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 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 13 Feb 26

Duration	Returns
1 Month	0.6%
3 Month	-0.8%
6 Month	3.6%
1 Year	17.6%
3 Year	25.9%
5 Year	21.7%
10 Year
15 Year
Since launch	13.7%

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	1.22 Yr.
Trideep Bhattacharya	1 Oct 21	4.25 Yr.
Raj Koradia	1 Aug 24	1.42 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	29.72%
Consumer Cyclical	14.55%
Industrials	13.36%
Basic Materials	9.89%
Technology	9.35%
Health Care	8.08%
Consumer Defensive	4.81%
Real Estate	2.85%
Communication Services	2.39%
Energy	2.24%
Utility	0.55%

Asset Allocation

Asset Class	Value
Cash	2.21%
Equity	97.78%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹400 Cr	637,288
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹332 Cr	1,995,149 ↓ -382,006
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹326 Cr	4,344,867 ↑ 967,772
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹306 Cr	274,589
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹302 Cr	1,145,902
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹293 Cr	10,970,839
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹285 Cr	1,559,919
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| IDFCFIRSTB	2%	₹279 Cr	32,624,448 ↑ 397,200
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 17 \| UNOMINDA	2%	₹258 Cr	2,008,482 ↑ 26,593
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| 532814	2%	₹256 Cr	3,059,155 ↓ -296,236

4. 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 (₹13,293 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.08% (lower mid).
3Y return: 25.06% (lower mid).
1Y return: 17.77% (lower mid).
Alpha: -1.77 (lower mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.13 (upper mid).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (13 Feb 26)	₹1,424.07 ↓ -21.64 (-1.50 %)
Net Assets (Cr)	₹13,293 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	-0.01
Information Ratio	0.13
Alpha Ratio	-1.77
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
31 Jan 21	₹10,000
31 Jan 22	₹13,529
31 Jan 23	₹13,961
31 Jan 24	₹20,735
31 Jan 25	₹24,515
31 Jan 26	₹26,871

Sundaram 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 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 13 Feb 26

Duration	Returns
1 Month	1.4%
3 Month	-0.9%
6 Month	3.9%
1 Year	17.8%
3 Year	25.1%
5 Year	20.1%
10 Year
15 Year
Since launch	23.4%

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	4.85 Yr.
Ratish Varier	24 Feb 21	4.85 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	22.43%
Consumer Cyclical	15.55%
Industrials	14.51%
Basic Materials	9.84%
Health Care	9.78%
Consumer Defensive	6.25%
Technology	6.11%
Real Estate	3.8%
Utility	2.45%
Communication Services	2.41%
Energy	2.31%

Asset Allocation

Asset Class	Value
Cash	4.54%
Equity	95.44%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	4%	₹513 Cr	1,157,021 ↓ -80,512
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹465 Cr	11,544,032 ↓ -299,671
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	3%	₹392 Cr	1,730,022 ↓ -1,179
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹363 Cr	1,158,576
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹325 Cr	37,978,844
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹317 Cr	11,865,970
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Oct 21 \| HINDPETRO	2%	₹307 Cr	6,144,382
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹287 Cr	5,916,197 ↑ 274,462
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 531642	2%	₹275 Cr	3,663,821 ↑ 3,467
PB Fintech Ltd (Financial Services) Equity, Since 31 Mar 23 \| 543390	2%	₹268 Cr	1,468,580

5. 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 (₹7,132 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.59% (lower mid).
3Y return: 25.03% (lower mid).
1Y return: 24.97% (top quartile).
Alpha: 4.76 (top quartile).
Sharpe: 0.33 (top quartile).
Information ratio: -0.16 (lower mid).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (13 Feb 26)	₹318.81 ↓ -7.34 (-2.25 %)
Net Assets (Cr)	₹7,132 on 31 Dec 25
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.33
Information Ratio	-0.16
Alpha Ratio	4.76
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
31 Jan 21	₹10,000
31 Jan 22	₹14,449
31 Jan 23	₹14,706
31 Jan 24	₹20,911
31 Jan 25	₹23,700
31 Jan 26	₹27,225

ICICI Prudential MidCap 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 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 13 Feb 26

Duration	Returns
1 Month	3.1%
3 Month	2.1%
6 Month	8.8%
1 Year	25%
3 Year	25%
5 Year	20.6%
10 Year
15 Year
Since launch	17.7%

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	3.51 Yr.
Sharmila D’mello	31 Jul 22	3.42 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Basic Materials	28.13%
Financial Services	21.64%
Industrials	20.74%
Consumer Cyclical	11.81%
Communication Services	8.41%
Real Estate	5.96%
Health Care	1.26%
Technology	0.37%
Utility	0.14%

Asset Allocation

Asset Class	Value
Cash	1.52%
Equity	98.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	4%	₹314 Cr	824,501
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 532286	4%	₹294 Cr	2,786,470
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	4%	₹276 Cr	247,972
UPL Ltd (Basic Materials) Equity, Since 31 Oct 22 \| UPL	4%	₹276 Cr	3,465,469
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹273 Cr	1,425,196
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹266 Cr	1,011,840
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	4%	₹261 Cr	3,106,731
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	4%	₹251 Cr	1,376,584
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹239 Cr	1,308,585
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Jun 23 \| PRESTIGE	3%	₹226 Cr	1,418,018

6. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Research Highlights for Franklin India Prima Fund

Lower mid AUM (₹12,831 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.05% (bottom quartile).
3Y return: 22.19% (bottom quartile).
1Y return: 11.63% (bottom quartile).
Alpha: -4.31 (bottom quartile).
Sharpe: -0.16 (bottom quartile).
Information ratio: -0.42 (bottom quartile).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (13 Feb 26)	₹2,739.08 ↓ -28.51 (-1.03 %)
Net Assets (Cr)	₹12,831 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.17
Information Ratio	-0.42
Alpha Ratio	-4.31
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
31 Jan 21	₹10,000
31 Jan 22	₹13,109
31 Jan 23	₹13,256
31 Jan 24	₹19,023
31 Jan 25	₹22,693
31 Jan 26	₹23,693

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Feb 26

Duration	Returns
1 Month	-0.3%
3 Month	-2.4%
6 Month	1.7%
1 Year	11.6%
3 Year	22.2%
5 Year	17.1%
10 Year
15 Year
Since launch	19%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1.6%
2023	31.8%
2022	36.8%
2021	2.2%
2020	32.6%
2019	17.8%
2018	3.5%
2017	-9.4%
2016	39.7%
2015	8.5%

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.93 Yr.
Sandeep Manam	18 Oct 21	4.21 Yr.
Akhil Kalluri	7 Feb 22	3.9 Yr.

Data below for Franklin India Prima Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	21.92%
Consumer Cyclical	15.23%
Industrials	13.27%
Basic Materials	10.51%
Health Care	9.62%
Technology	8.51%
Real Estate	6.06%
Consumer Defensive	4.22%
Communication Services	3.84%
Utility	1.4%
Energy	1.2%

Asset Allocation

Asset Class	Value
Cash	4.21%
Equity	95.79%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹323 Cr	12,074,683 ↓ -4,250,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹304 Cr	7,539,186 ↓ -1,075,276
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| 526299	2%	₹294 Cr	1,052,885
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹287 Cr	1,499,891
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹269 Cr	31,393,177 ↑ 2,500,000
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹260 Cr	1,631,918
Cummins India Ltd (Industrials) Equity, Since 30 Apr 22 \| 500480	2%	₹241 Cr	542,366 ↓ -175,000
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹231 Cr	5,862,280
Max Financial Services Ltd (Financial Services) Equity, Since 31 Dec 21 \| 500271	2%	₹210 Cr	1,257,487
SRF Ltd (Industrials) Equity, Since 30 Jun 24 \| SRF	2%	₹210 Cr	682,594 ↑ 152,594

7. 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 (₹5,497 Cr).
Established history (31+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.24% (bottom quartile).
3Y return: 22.14% (bottom quartile).
1Y return: 16.46% (bottom quartile).
Alpha: -0.26 (lower mid).
Sharpe: 0.07 (lower mid).
Information ratio: -0.48 (bottom quartile).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (13 Feb 26)	₹443.637 ↓ -4.42 (-0.99 %)
Net Assets (Cr)	₹5,497 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.07
Information Ratio	-0.48
Alpha Ratio	-0.26
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
31 Jan 21	₹10,000
31 Jan 22	₹13,997
31 Jan 23	₹13,873
31 Jan 24	₹20,829
31 Jan 25	₹23,209
31 Jan 26	₹25,114

TATA Mid Cap Growth 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 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 13 Feb 26

Duration	Returns
1 Month	0%
3 Month	-0.9%
6 Month	4.8%
1 Year	16.5%
3 Year	22.1%
5 Year	18.2%
10 Year
15 Year
Since launch	12.7%

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	4.82 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	21.11%
Health Care	14.49%
Consumer Cyclical	14.13%
Industrials	13.74%
Basic Materials	11.3%
Technology	7.66%
Consumer Defensive	3.94%
Communication Services	3.6%
Real Estate	2.53%
Utility	1.75%
Energy	1.63%

Asset Allocation

Asset Class	Value
Cash	4.12%
Equity	95.88%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	3%	₹183 Cr	2,300,000 ↑ 200,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 18 \| FEDERALBNK	3%	₹160 Cr	6,000,000
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| 532814	3%	₹154 Cr	1,835,455 ↓ -13,408
Alkem Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| ALKEM	3%	₹154 Cr	278,911
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| 540611	3%	₹149 Cr	1,500,000 ↓ -200,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| UNOMINDA	2%	₹129 Cr	1,001,126
L&T Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| LTF	2%	₹126 Cr	4,000,000
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	2%	₹125 Cr	750,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 May 25 \| 532296	2%	₹122 Cr	600,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 30 Jun 23 \| AUROPHARMA	2%	₹118 Cr	1,000,000

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.