Table of Contents
7 Best Mid & Small Cap Funds for SIP Investment 2025
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 2025 – 2026.
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Best Performing Mid Cap and Small Cap Funds for SIP FY 25 - 26
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. Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (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. Research Highlights for Motilal Oswal Midcap 30 Fund Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on 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 Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on (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 Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Research Highlights for HDFC Small Cap Fund Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on 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. Research Highlights for Nippon India Small Cap Fund Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on 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 ₹176.71
↓ -1.67 ₹7,406 500 13.1 12.5 14.7 27.4 28.4 43.1 Motilal Oswal Midcap 30 Fund Growth ₹99.4516
↓ -2.77 ₹33,053 500 4.3 2.1 1.8 27.4 33.3 57.1 HDFC Mid-Cap Opportunities Fund Growth ₹189.412
↓ -1.40 ₹84,061 300 7.4 5.8 3.1 25.9 29.8 28.6 Edelweiss Mid Cap Fund Growth ₹98.079
↓ -1.29 ₹10,988 500 6.7 6.2 5.4 24.4 29.5 38.9 HDFC Small Cap Fund Growth ₹138.38
↓ -1.03 ₹35,781 300 13.6 7.8 2.5 24.1 31.5 20.4 Nippon India Small Cap Fund Growth ₹164.669
↓ -1.81 ₹66,602 100 7.8 4.1 -4.8 24 34 26.1 Sundaram Mid Cap Fund Growth ₹1,353.88
↓ -14.87 ₹12,818 100 7.8 6.2 3.6 23.1 26.9 32 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25 Research Highlights & Commentary of 7 Funds showcased
Commentary Invesco India Mid Cap Fund Motilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund HDFC Small Cap Fund Nippon India Small Cap Fund Sundaram Mid Cap Fund Point 1 Bottom quartile AUM (₹7,406 Cr). Lower mid AUM (₹33,053 Cr). Highest AUM (₹84,061 Cr). Bottom quartile AUM (₹10,988 Cr). Upper mid AUM (₹35,781 Cr). Upper mid AUM (₹66,602 Cr). Lower mid AUM (₹12,818 Cr). Point 2 Established history (18+ yrs). Established history (11+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (17+ yrs). Established history (14+ yrs). Oldest track record among peers (23 yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 28.44% (bottom quartile). 5Y return: 33.29% (upper mid). 5Y return: 29.81% (lower mid). 5Y return: 29.47% (lower mid). 5Y return: 31.53% (upper mid). 5Y return: 34.05% (top quartile). 5Y return: 26.88% (bottom quartile). Point 6 3Y return: 27.40% (top quartile). 3Y return: 27.39% (upper mid). 3Y return: 25.86% (upper mid). 3Y return: 24.44% (lower mid). 3Y return: 24.13% (lower mid). 3Y return: 23.96% (bottom quartile). 3Y return: 23.10% (bottom quartile). Point 7 1Y return: 14.66% (top quartile). 1Y return: 1.83% (bottom quartile). 1Y return: 3.14% (lower mid). 1Y return: 5.43% (upper mid). 1Y return: 2.46% (lower mid). 1Y return: -4.79% (bottom quartile). 1Y return: 3.63% (upper mid). Point 8 Alpha: 0.00 (lower mid). Alpha: 3.89 (upper mid). Alpha: 3.00 (upper mid). Alpha: 5.34 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: -2.86 (bottom quartile). Alpha: 2.82 (lower mid). Point 9 Sharpe: 0.54 (top quartile). Sharpe: 0.23 (lower mid). Sharpe: 0.23 (upper mid). Sharpe: 0.33 (upper mid). Sharpe: 0.07 (bottom quartile). Sharpe: -0.10 (bottom quartile). Sharpe: 0.20 (lower mid). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.44 (upper mid). Information ratio: 0.62 (top quartile). Information ratio: 0.34 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.10 (bottom quartile). Information ratio: -0.14 (bottom quartile). Invesco India Mid Cap Fund
Motilal Oswal Midcap 30 Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap Fund
HDFC Small Cap Fund
Nippon India Small Cap Fund
Sundaram Mid Cap Fund
Assets >= 500 Crore & Sorted based on 3 Year CAGR Return.
1. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (08 Aug 25) ₹176.71 ↓ -1.67 (-0.94 %) Net Assets (Cr) ₹7,406 on 30 Jun 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.54 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 Jul 20 ₹10,000 31 Jul 21 ₹16,599 31 Jul 22 ₹16,962 31 Jul 23 ₹20,915 31 Jul 24 ₹32,452 31 Jul 25 ₹36,233 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -1.5% 3 Month 13.1% 6 Month 12.5% 1 Year 14.7% 3 Year 27.4% 5 Year 28.4% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.73 Yr. Amit Ganatra 1 Sep 23 1.92 Yr. Data below for Invesco India Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 26.6% Health Care 18.98% Consumer Cyclical 17.09% Industrials 12.25% Technology 8.31% Real Estate 7.93% Basic Materials 5.97% Communication Services 1.86% Asset Allocation
Asset Class Value Cash 0.96% Equity 99.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE6% ₹421 Cr 1,519,233 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹347 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹337 Cr 2,031,622
↑ 138,005 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹312 Cr 7,797,891
↑ 1,783,049 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹303 Cr 1,842,058
↑ 43,526 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹294 Cr 1,676,417
↑ 274,220 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹287 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹286 Cr 13,411,587
↑ 665,645 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹274 Cr 441,151 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹265 Cr 431,234 2. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (08 Aug 25) ₹99.4516 ↓ -2.77 (-2.71 %) Net Assets (Cr) ₹33,053 on 30 Jun 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.23 Information Ratio 0.44 Alpha Ratio 3.89 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 Jul 20 ₹10,000 31 Jul 21 ₹16,540 31 Jul 22 ₹20,655 31 Jul 23 ₹26,047 31 Jul 24 ₹44,147 31 Jul 25 ₹44,850 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -3.5% 3 Month 4.3% 6 Month 2.1% 1 Year 1.8% 3 Year 27.4% 5 Year 33.3% 10 Year 15 Year Since launch 22.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 57.1% 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% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.83 Yr. Niket Shah 1 Jul 20 5.09 Yr. Rakesh Shetty 22 Nov 22 2.69 Yr. Sunil Sawant 1 Jul 24 1.08 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Technology 33.7% Industrials 18.11% Consumer Cyclical 17.65% Health Care 4.49% Communication Services 3.99% Real Estate 2.83% Financial Services 2.61% Asset Allocation
Asset Class Value Cash 17.17% Equity 82.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹3,464 Cr 18,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹3,172 Cr 5,250,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002519% ₹3,104 Cr 4,992,139
↑ 2,848,945 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON9% ₹2,997 Cr 1,999,999
↑ 1,164,799 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,501 Cr 45,000,000
↑ 1,509,750 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,671 Cr 2,550,000
↑ 50,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,327 Cr 3,500,000
↑ 750,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA4% ₹1,318 Cr 6,750,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH4% ₹1,272 Cr 9,969,361 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES3% ₹975 Cr 1,599,306
↑ 1,599,306 3. HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (08 Aug 25) ₹189.412 ↓ -1.40 (-0.73 %) Net Assets (Cr) ₹84,061 on 30 Jun 25 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.51 Sharpe Ratio 0.23 Information Ratio 0.62 Alpha Ratio 3 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 Jul 20 ₹10,000 31 Jul 21 ₹17,294 31 Jul 22 ₹18,767 31 Jul 23 ₹25,348 31 Jul 24 ₹38,470 31 Jul 25 ₹39,107 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.1% 3 Month 7.4% 6 Month 5.8% 1 Year 3.1% 3 Year 25.9% 5 Year 29.8% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.6% 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% Fund Manager information for HDFC Mid-Cap Opportunities Fund
Name Since Tenure Chirag Setalvad 25 Jun 07 18.11 Yr. Dhruv Muchhal 22 Jun 23 2.11 Yr. Data below for HDFC Mid-Cap Opportunities Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 25.63% Consumer Cyclical 17.44% Technology 11.08% Health Care 10.43% Industrials 9.8% Basic Materials 7.04% Consumer Defensive 4.33% Energy 2.89% Communication Services 2.88% Utility 1.31% Asset Allocation
Asset Class Value Cash 7.15% Equity 92.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 5002715% ₹4,223 Cr 25,638,767
↑ 100,000 Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE3% ₹2,891 Cr 15,020,600 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK3% ₹2,724 Cr 127,825,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5406113% ₹2,500 Cr 30,581,550
↑ 1,102,177 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO3% ₹2,433 Cr 55,530,830 Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 5328143% ₹2,371 Cr 36,854,482 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 5244943% ₹2,350 Cr 16,909,872
↑ 618,053 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND3% ₹2,321 Cr 9,490,727
↑ 24,605 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5328432% ₹2,024 Cr 25,477,319 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 12 | PERSISTENT2% ₹2,017 Cr 3,337,818 4. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (08 Aug 25) ₹98.079 ↓ -1.29 (-1.29 %) Net Assets (Cr) ₹10,988 on 30 Jun 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.86 Sharpe Ratio 0.33 Information Ratio 0.34 Alpha Ratio 5.34 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 Jul 20 ₹10,000 31 Jul 21 ₹18,558 31 Jul 22 ₹19,548 31 Jul 23 ₹23,604 31 Jul 24 ₹37,569 31 Jul 25 ₹38,819 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.5% 3 Month 6.7% 6 Month 6.2% 1 Year 5.4% 3 Year 24.4% 5 Year 29.5% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 38.9% 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% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 0.8 Yr. Trideep Bhattacharya 1 Oct 21 3.83 Yr. Raj Koradia 1 Aug 24 1 Yr. Data below for Edelweiss Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 23.22% Consumer Cyclical 15.12% Industrials 12.62% Basic Materials 10.74% Technology 10.73% Health Care 10.21% Consumer Defensive 5.18% Real Estate 3.27% Energy 2.29% Communication Services 2.24% Utility 0.73% Asset Allocation
Asset Class Value Cash 3.65% Equity 96.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT4% ₹400 Cr 662,031
↑ 88,443 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹380 Cr 2,981,836 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹367 Cr 1,908,695 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS3% ₹348 Cr 197,880 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316423% ₹292 Cr 4,048,052 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5328272% ₹248 Cr 50,249 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹242 Cr 1,324,191 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹236 Cr 3,665,623
↑ 487,882 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹234 Cr 2,120,902 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹228 Cr 2,865,466 5. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (08 Aug 25) ₹138.38 ↓ -1.03 (-0.74 %) Net Assets (Cr) ₹35,781 on 30 Jun 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio 0.07 Information Ratio 0 Alpha Ratio 0 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 Jul 20 ₹10,000 31 Jul 21 ₹20,889 31 Jul 22 ₹21,007 31 Jul 23 ₹29,791 31 Jul 24 ₹41,257 31 Jul 25 ₹41,834 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -2.2% 3 Month 13.6% 6 Month 7.8% 1 Year 2.5% 3 Year 24.1% 5 Year 31.5% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 11.1 Yr. Dhruv Muchhal 22 Jun 23 2.11 Yr. Data below for HDFC Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 23.98% Consumer Cyclical 17.8% Financial Services 14.12% Technology 13.89% Health Care 12.19% Basic Materials 7.29% Consumer Defensive 1.93% Communication Services 1.81% Utility 0.37% Asset Allocation
Asset Class Value Cash 6.62% Equity 93.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL6% ₹2,040 Cr 54,453,120 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 5409754% ₹1,454 Cr 24,394,493 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX4% ₹1,320 Cr 3,769,293 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹1,165 Cr 46,828,792 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS3% ₹1,016 Cr 6,035,882 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL2% ₹850 Cr 12,106,772 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹829 Cr 2,469,936 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328432% ₹800 Cr 10,073,132 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹771 Cr 11,442,105 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW2% ₹757 Cr 18,452,919
↑ 286,552 6. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (08 Aug 25) ₹164.669 ↓ -1.81 (-1.09 %) Net Assets (Cr) ₹66,602 on 30 Jun 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.11 Information Ratio -0.1 Alpha Ratio -2.86 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 Jul 20 ₹10,000 31 Jul 21 ₹21,333 31 Jul 22 ₹23,526 31 Jul 23 ₹31,952 31 Jul 24 ₹49,722 31 Jul 25 ₹46,790 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -4.7% 3 Month 7.8% 6 Month 4.1% 1 Year -4.8% 3 Year 24% 5 Year 34% 10 Year 15 Year Since launch 20.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.1% 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% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 8.58 Yr. Kinjal Desai 25 May 18 7.19 Yr. Data below for Nippon India Small Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Industrials 23.43% Financial Services 14.84% Consumer Cyclical 14.65% Basic Materials 12.82% Health Care 8.57% Consumer Defensive 8.11% Technology 7.37% Utility 2.24% Energy 1.77% Communication Services 1.45% Real Estate 0.69% Asset Allocation
Asset Class Value Cash 4.05% Equity 95.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,656 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,331 Cr 6,650,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS2% ₹1,054 Cr 4,472,130 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹850 Cr 31,784,062 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹827 Cr 651,246
↑ 36,498 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹784 Cr 899,271 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹777 Cr 2,499,222 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹747 Cr 9,100,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹732 Cr 27,500,000 Pfizer Ltd (Healthcare)
Equity, Since 28 Feb 22 | PFIZER1% ₹685 Cr 1,206,103 7. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (08 Aug 25) ₹1,353.88 ↓ -14.87 (-1.09 %) Net Assets (Cr) ₹12,818 on 30 Jun 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.2 Information Ratio -0.14 Alpha Ratio 2.82 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 Jul 20 ₹10,000 31 Jul 21 ₹16,761 31 Jul 22 ₹17,856 31 Jul 23 ₹21,894 31 Jul 24 ₹34,198 31 Jul 25 ₹34,685 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25 Duration Returns 1 Month -2.4% 3 Month 7.8% 6 Month 6.2% 1 Year 3.6% 3 Year 23.1% 5 Year 26.9% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 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% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.43 Yr. Ratish Varier 24 Feb 21 4.43 Yr. Data below for Sundaram Mid Cap Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 20.7% Consumer Cyclical 18.14% Industrials 14.84% Health Care 10.71% Basic Materials 10.69% Technology 6.16% Consumer Defensive 4.15% Real Estate 3.78% Communication Services 2.55% Energy 2.1% Utility 1.89% Asset Allocation
Asset Class Value Cash 4.27% Equity 95.72% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹439 Cr 1,290,127 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹429 Cr 1,712,601
↓ -19,252 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹417 Cr 19,545,126
↑ 297,764 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹334 Cr 6,016,821 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹312 Cr 11,560,712
↑ 2,201,053 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹308 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹293 Cr 484,892 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹293 Cr 1,510,951
↑ 108,999 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222752% ₹279 Cr 1,179,542 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹269 Cr 6,144,382
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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Research Highlights for Invesco India Mid Cap Fund