+91-22-489139097 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 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 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 (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 (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 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 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 ₹185.04
↓ -1.49 ₹8,062 500 3.1 17.5 13.8 27.3 28.4 43.1 HDFC Mid-Cap Opportunities Fund Growth ₹200.792
↓ -0.96 ₹83,105 300 3.6 13 7.6 25.9 29.8 28.6 Motilal Oswal Midcap 30 Fund Growth ₹104.033
↓ -1.19 ₹34,780 500 2.1 10 1 25.7 32.8 57.1 Edelweiss Mid Cap Fund Growth ₹103.244
↓ -0.34 ₹11,297 500 3.7 11 5.8 24.5 29.3 38.9 Sundaram Mid Cap Fund Growth ₹1,437.14
↓ -6.95 ₹12,501 100 4.7 13 6.1 24.2 27 32 HDFC Small Cap Fund Growth ₹143.881
↓ -0.76 ₹36,294 300 1.8 17 3 23.1 30.7 20.4 Nippon India Small Cap Fund Growth ₹171.176
↓ -0.88 ₹64,821 100 1 10.9 -3.1 22.9 32.8 26.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 25 Research Highlights & Commentary of 7 Funds showcased
Commentary Invesco India Mid Cap Fund HDFC Mid-Cap Opportunities Fund Motilal Oswal Midcap 30 Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund HDFC Small Cap Fund Nippon India Small Cap Fund Point 1 Bottom quartile AUM (₹8,062 Cr). Highest AUM (₹83,105 Cr). Lower mid AUM (₹34,780 Cr). Bottom quartile AUM (₹11,297 Cr). Lower mid AUM (₹12,501 Cr). Upper mid AUM (₹36,294 Cr). Upper mid AUM (₹64,821 Cr). Point 2 Established history (18+ yrs). Established history (18+ yrs). Established history (11+ yrs). Established history (17+ yrs). Oldest track record among peers (23 yrs). Established history (17+ yrs). Established history (15+ 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: 28.35% (bottom quartile). 5Y return: 29.77% (lower mid). 5Y return: 32.81% (upper mid). 5Y return: 29.30% (lower mid). 5Y return: 27.05% (bottom quartile). 5Y return: 30.71% (upper mid). 5Y return: 32.82% (top quartile). Point 6 3Y return: 27.28% (top quartile). 3Y return: 25.93% (upper mid). 3Y return: 25.72% (upper mid). 3Y return: 24.49% (lower mid). 3Y return: 24.22% (lower mid). 3Y return: 23.09% (bottom quartile). 3Y return: 22.90% (bottom quartile). Point 7 1Y return: 13.79% (top quartile). 1Y return: 7.61% (upper mid). 1Y return: 1.03% (bottom quartile). 1Y return: 5.78% (lower mid). 1Y return: 6.10% (upper mid). 1Y return: 2.98% (lower mid). 1Y return: -3.12% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 3.39 (upper mid). Alpha: 4.99 (top quartile). Alpha: 3.95 (upper mid). Alpha: 2.99 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: -2.55 (bottom quartile). Point 9 Sharpe: 0.14 (top quartile). Sharpe: -0.28 (lower mid). Sharpe: -0.18 (upper mid). Sharpe: -0.28 (upper mid). Sharpe: -0.33 (lower mid). Sharpe: -0.33 (bottom quartile). Sharpe: -0.65 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.88 (top quartile). Information ratio: 0.57 (upper mid). Information ratio: 0.39 (upper mid). Information ratio: 0.22 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.10 (lower mid). Invesco India Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
Motilal Oswal Midcap 30 Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
HDFC Small Cap Fund
Nippon India Small 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 (31 Oct 25) ₹185.04 ↓ -1.49 (-0.80 %) Net Assets (Cr) ₹8,062 on 31 Aug 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.14 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 Oct 20 ₹10,000 31 Oct 21 ₹16,521 31 Oct 22 ₹16,892 31 Oct 23 ₹19,784 31 Oct 24 ₹30,612 31 Oct 25 ₹34,834 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.4% 3 Month 3.1% 6 Month 17.5% 1 Year 13.8% 3 Year 27.3% 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 1.9 Yr. Amit Ganatra 1 Sep 23 2.08 Yr. Data below for Invesco India Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 31.64% Health Care 18.35% Consumer Cyclical 17.8% Industrials 9.75% Technology 8.7% Real Estate 7.62% Basic Materials 4.47% Communication Services 1.35% Asset Allocation
Asset Class Value Cash 0.32% Equity 99.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹438 Cr 10,362,004
↑ 598,276 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406115% ₹434 Cr 5,936,790
↑ 2,043,536 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹420 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹365 Cr 2,418,811
↑ 239,266 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹331 Cr 2,098,631
↑ 67,332 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹327 Cr 1,676,417 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹310 Cr 1,519,233 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹301 Cr 477,753
↑ 14,476 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA3% ₹289 Cr 2,201,928
↑ 412,603 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK3% ₹282 Cr 14,592,638 2. HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (31 Oct 25) ₹200.792 ↓ -0.96 (-0.47 %) Net Assets (Cr) ₹83,105 on 31 Aug 25 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio -0.28 Information Ratio 0.88 Alpha Ratio 3.39 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 Oct 20 ₹10,000 31 Oct 21 ₹16,752 31 Oct 22 ₹18,431 31 Oct 23 ₹23,569 31 Oct 24 ₹34,201 31 Oct 25 ₹36,805 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.5% 3 Month 3.6% 6 Month 13% 1 Year 7.6% 3 Year 25.9% 5 Year 29.8% 10 Year 15 Year Since launch 17.8% 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 18.28 Yr. Dhruv Muchhal 22 Jun 23 2.28 Yr. Data below for HDFC Mid-Cap Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 24.7% Consumer Cyclical 17.92% Health Care 12.55% Industrials 10.55% Technology 9.82% Consumer Defensive 5.67% Basic Materials 5.54% Energy 2.9% Communication Services 2.73% Utility 1.24% Asset Allocation
Asset Class Value Cash 6.37% Equity 93.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 5002715% ₹4,040 Cr 25,647,718
↑ 8,951 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND4% ₹3,006 Cr 13,097,471
↑ 50,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 5328143% ₹2,767 Cr 36,834,856
↓ -19,626 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5328433% ₹2,699 Cr 27,822,569
↑ 802,357 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5406113% ₹2,685 Cr 36,704,929
↑ 1,497,926 Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE3% ₹2,485 Cr 15,622,564
↑ 201,964 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK3% ₹2,466 Cr 127,824,999
↓ -01 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO3% ₹2,462 Cr 55,530,830 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 18 | 5322963% ₹2,435 Cr 12,470,138
↑ 75,935 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 5244943% ₹2,377 Cr 17,718,376
↑ 83,465 3. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (31 Oct 25) ₹104.033 ↓ -1.19 (-1.13 %) Net Assets (Cr) ₹34,780 on 31 Aug 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.18 Information Ratio 0.57 Alpha Ratio 4.99 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 Oct 20 ₹10,000 31 Oct 21 ₹17,165 31 Oct 22 ₹20,795 31 Oct 23 ₹24,620 31 Oct 24 ₹40,895 31 Oct 25 ₹41,318 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 5.4% 3 Month 2.1% 6 Month 10% 1 Year 1% 3 Year 25.7% 5 Year 32.8% 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 1 Yr. Niket Shah 1 Jul 20 5.25 Yr. Rakesh Shetty 22 Nov 22 2.86 Yr. Sunil Sawant 1 Jul 24 1.25 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 35.03% Consumer Cyclical 23.94% Industrials 21.59% Communication Services 3.22% Financial Services 3.15% Real Estate 2.39% Health Care 1.69% Asset Allocation
Asset Class Value Cash 8.99% Equity 91.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON10% ₹3,326 Cr 2,037,521
↓ -62,478 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433209% ₹3,255 Cr 100,000,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE9% ₹3,142 Cr 19,750,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,894 Cr 6,000,000
↑ 500,000 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433968% ₹2,810 Cr 25,000,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,726 Cr 60,000,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002517% ₹2,339 Cr 4,999,694
↓ -1,000,306 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB7% ₹2,295 Cr 3,150,000
↑ 100,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES5% ₹1,657 Cr 2,350,000
↑ 250,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,625 Cr 4,000,000
↑ 250,000 4. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (31 Oct 25) ₹103.244 ↓ -0.34 (-0.33 %) Net Assets (Cr) ₹11,297 on 31 Aug 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.28 Information Ratio 0.39 Alpha Ratio 3.95 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 Oct 20 ₹10,000 31 Oct 21 ₹17,670 31 Oct 22 ₹18,731 31 Oct 23 ₹21,714 31 Oct 24 ₹34,160 31 Oct 25 ₹36,136 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.5% 3 Month 3.7% 6 Month 11% 1 Year 5.8% 3 Year 24.5% 5 Year 29.3% 10 Year 15 Year Since launch 14% 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 0.96 Yr. Trideep Bhattacharya 1 Oct 21 4 Yr. Raj Koradia 1 Aug 24 1.17 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 24.25% Industrials 14.71% Consumer Cyclical 14.24% Basic Materials 11.05% Health Care 10.47% Technology 9.68% Consumer Defensive 4.53% Real Estate 2.71% Energy 2.41% Communication Services 1.78% Utility 0.57% Asset Allocation
Asset Class Value Cash 3.58% Equity 96.38% Debt 0.03% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹360 Cr 3,233,799
↑ 251,963 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹315 Cr 1,978,522
↑ 69,827 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹284 Cr 588,550
↓ -73,481 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹278 Cr 2,865,466 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹265 Cr 1,559,919 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹257 Cr 1,981,889 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹252 Cr 3,355,391
↓ -41,615 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹241 Cr 180,547 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON2% ₹240 Cr 146,827 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 5000932% ₹238 Cr 3,218,245 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (31 Oct 25) ₹1,437.14 ↓ -6.95 (-0.48 %) Net Assets (Cr) ₹12,501 on 31 Aug 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.33 Information Ratio 0.22 Alpha Ratio 2.99 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 Oct 20 ₹10,000 31 Oct 21 ₹16,282 31 Oct 22 ₹17,269 31 Oct 23 ₹20,504 31 Oct 24 ₹31,197 31 Oct 25 ₹33,101 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 5.2% 3 Month 4.7% 6 Month 13% 1 Year 6.1% 3 Year 24.2% 5 Year 27% 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 4.6 Yr. Ratish Varier 24 Feb 21 4.6 Yr. Data below for Sundaram Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 19.58% Consumer Cyclical 17.35% Industrials 14.8% Health Care 11.72% Basic Materials 10.47% Consumer Defensive 6.31% Technology 5.48% Real Estate 3.58% Utility 2.52% Energy 2.16% Communication Services 2.15% Asset Allocation
Asset Class Value Cash 3.85% Equity 96.13% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹500 Cr 1,273,753
↓ -16,374 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹385 Cr 1,712,601 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328433% ₹368 Cr 3,791,187
↓ -88,062 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹349 Cr 1,179,542 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹328 Cr 11,920,703 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹300 Cr 1,569,363 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹272 Cr 6,144,382 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹270 Cr 3,602,269
↓ -324,199 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹262 Cr 37,611,985
↑ 1,979,784 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹255 Cr 3,660,354
↑ 161,343 6. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (31 Oct 25) ₹143.881 ↓ -0.76 (-0.52 %) Net Assets (Cr) ₹36,294 on 31 Aug 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.33 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 Oct 20 ₹10,000 31 Oct 21 ₹19,409 31 Oct 22 ₹20,456 31 Oct 23 ₹27,227 31 Oct 24 ₹37,047 31 Oct 25 ₹38,152 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 3% 3 Month 1.8% 6 Month 17% 1 Year 3% 3 Year 23.1% 5 Year 30.7% 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 11.27 Yr. Dhruv Muchhal 22 Jun 23 2.28 Yr. Data below for HDFC Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 22.54% Consumer Cyclical 19.02% Technology 12.85% Health Care 12.29% Financial Services 11.35% Basic Materials 7.07% Consumer Defensive 2.9% Communication Services 1.79% Asset Allocation
Asset Class Value Cash 10.19% Equity 89.81% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL5% ₹1,806 Cr 54,953,617
↑ 341,783 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 5409754% ₹1,513 Cr 24,129,059
↑ 1,925 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX4% ₹1,479 Cr 3,688,859
↓ -80,224 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321343% ₹1,211 Cr 46,817,927
↓ -10,865 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL3% ₹1,167 Cr 9,890,488
↓ -1,049,702 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | 5405963% ₹1,005 Cr 6,326,172
↑ 248,248 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328433% ₹977 Cr 10,068,979
↓ -4,153 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹779 Cr Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 29 Feb 24 | 5066552% ₹772 Cr 5,789,635
↑ 22,455 Indian Bank (Financial Services)
Equity, Since 31 Jul 16 | 5328142% ₹727 Cr 9,682,969
↓ -5,159 7. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (31 Oct 25) ₹171.176 ↓ -0.88 (-0.51 %) Net Assets (Cr) ₹64,821 on 31 Aug 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.65 Information Ratio 0.1 Alpha Ratio -2.55 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 Oct 20 ₹10,000 31 Oct 21 ₹19,480 31 Oct 22 ₹22,272 31 Oct 23 ₹29,220 31 Oct 24 ₹42,673 31 Oct 25 ₹41,342 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 3.3% 3 Month 1% 6 Month 10.9% 1 Year -3.1% 3 Year 22.9% 5 Year 32.8% 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 8.75 Yr. Kinjal Desai 25 May 18 7.36 Yr. Data below for Nippon India Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 20.82% Consumer Cyclical 15.14% Financial Services 14.81% Basic Materials 12.07% Consumer Defensive 9.3% Health Care 8.98% Technology 7.7% Utility 2.67% Energy 1.51% Communication Services 1.42% Real Estate 0.53% Asset Allocation
Asset Class Value Cash 4.9% Equity 95.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,443 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,265 Cr 13,300,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹863 Cr 4,472,130 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹804 Cr 38,140,874 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹794 Cr 9,100,000 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA1% ₹776 Cr 27,190,940 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹774 Cr 2,499,222 Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL1% ₹770 Cr 16,848,030 Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 5435301% ₹747 Cr 38,089,109 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹736 Cr 899,271
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