7 Best Mid & Small Cap Funds for SIP Investment 2026

Updated on September 6, 2026 , 45958 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 (%)	2025 (%)
Invesco India Mid Cap Fund Growth	₹198.84 ↑ 0.34	₹14,721	500	9.9	15.5	10.1	21.9	18.7	6.3
ICICI Prudential MidCap Fund Growth	₹345.8 ↑ 0.24	₹7,954	100	6.6	10.4	16.7	20.6	17.2	11.1
Edelweiss Mid Cap Fund Growth	₹109.575 ↑ 0.16	₹18,693	500	6.5	8.8	9.2	19.4	17.5	3.8
IDBI Small Cap Fund Growth	₹36.1084 ↑ 0.27	₹758	500	15.9	30.1	19.1	17.5	17.7	-13.4
Sundaram Mid Cap Fund Growth	₹1,504.06 ↑ 4.21	₹14,504	100	7.1	8.9	8.8	17.3	16.3	4.1
Motilal Oswal Midcap 30 Fund Growth	₹104.567 ↑ 0.55	₹40,036	500	16.8	20.8	0.5	17.3	20.7	-12.1
DSP Small Cap Fund Growth	₹233.128 ↑ 0.61	₹20,221	500	13.6	24.7	18.6	16.4	18	-2.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Sep 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Invesco India Mid Cap Fund	ICICI Prudential MidCap Fund	Edelweiss Mid Cap Fund	IDBI Small Cap Fund	Sundaram Mid Cap Fund	Motilal Oswal Midcap 30 Fund	DSP Small Cap Fund
Point 1	Lower mid AUM (₹14,721 Cr).	Bottom quartile AUM (₹7,954 Cr).	Upper mid AUM (₹18,693 Cr).	Bottom quartile AUM (₹758 Cr).	Lower mid AUM (₹14,504 Cr).	Highest AUM (₹40,036 Cr).	Upper mid AUM (₹20,221 Cr).
Point 2	Established history (19+ yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Established history (9+ yrs).	Oldest track record among peers (24 yrs).	Established history (12+ yrs).	Established history (19+ yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Not Rated.	Top rated.	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).
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: 18.68% (upper mid).	5Y return: 17.23% (bottom quartile).	5Y return: 17.48% (lower mid).	5Y return: 17.69% (lower mid).	5Y return: 16.34% (bottom quartile).	5Y return: 20.70% (top quartile).	5Y return: 18.03% (upper mid).
Point 6	3Y return: 21.90% (top quartile).	3Y return: 20.59% (upper mid).	3Y return: 19.39% (upper mid).	3Y return: 17.50% (lower mid).	3Y return: 17.30% (lower mid).	3Y return: 17.27% (bottom quartile).	3Y return: 16.41% (bottom quartile).
Point 7	1Y return: 10.05% (lower mid).	1Y return: 16.75% (upper mid).	1Y return: 9.24% (lower mid).	1Y return: 19.09% (top quartile).	1Y return: 8.79% (bottom quartile).	1Y return: 0.53% (bottom quartile).	1Y return: 18.61% (upper mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 4.57 (top quartile).	Alpha: 0.40 (lower mid).	Alpha: 4.12 (upper mid).	Alpha: 1.07 (upper mid).	Alpha: -9.71 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.29 (lower mid).	Sharpe: 0.48 (top quartile).	Sharpe: 0.27 (lower mid).	Sharpe: 0.26 (bottom quartile).	Sharpe: 0.31 (upper mid).	Sharpe: -0.24 (bottom quartile).	Sharpe: 0.30 (upper mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.73 (top quartile).	Information ratio: 0.68 (upper mid).	Information ratio: -0.07 (bottom quartile).	Information ratio: 0.49 (upper mid).	Information ratio: 0.06 (lower mid).	Information ratio: 0.00 (bottom quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹14,721 Cr).
Established history (19+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.68% (upper mid).
3Y return: 21.90% (top quartile).
1Y return: 10.05% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.29 (lower mid).
Information ratio: 0.00 (lower mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,954 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.23% (bottom quartile).
3Y return: 20.59% (upper mid).
1Y return: 16.75% (upper mid).
Alpha: 4.57 (top quartile).
Sharpe: 0.48 (top quartile).
Information ratio: 0.73 (top quartile).

Edelweiss Mid Cap Fund

Upper mid AUM (₹18,693 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 17.48% (lower mid).
3Y return: 19.39% (upper mid).
1Y return: 9.24% (lower mid).
Alpha: 0.40 (lower mid).
Sharpe: 0.27 (lower mid).
Information ratio: 0.68 (upper mid).

IDBI Small Cap Fund

Bottom quartile AUM (₹758 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.69% (lower mid).
3Y return: 17.50% (lower mid).
1Y return: 19.09% (top quartile).
Alpha: 4.12 (upper mid).
Sharpe: 0.26 (bottom quartile).
Information ratio: -0.07 (bottom quartile).

Sundaram Mid Cap Fund

Lower mid AUM (₹14,504 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 16.34% (bottom quartile).
3Y return: 17.30% (lower mid).
1Y return: 8.79% (bottom quartile).
Alpha: 1.07 (upper mid).
Sharpe: 0.31 (upper mid).
Information ratio: 0.49 (upper mid).

Motilal Oswal Midcap 30 Fund

Highest AUM (₹40,036 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.70% (top quartile).
3Y return: 17.27% (bottom quartile).
1Y return: 0.53% (bottom quartile).
Alpha: -9.71 (bottom quartile).
Sharpe: -0.24 (bottom quartile).
Information ratio: 0.06 (lower mid).

DSP Small Cap Fund

Upper mid AUM (₹20,221 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.03% (upper mid).
3Y return: 16.41% (bottom quartile).
1Y return: 18.61% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.30 (upper mid).
Information ratio: 0.00 (bottom quartile).

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Location: Thane, Maharashtra, India
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Market analysts tracking performance, macro trends, and sectors.
Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

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Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
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*List of funds based on Assets >= 500 Crore & Sorted based on 3 Year CAGR Return.

1. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Research Highlights for Invesco India Mid Cap Fund

Lower mid AUM (₹14,721 Cr).
Established history (19+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.68% (upper mid).
3Y return: 21.90% (top quartile).
1Y return: 10.05% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.29 (lower 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 (08 Sep 26)	₹198.84 ↑ 0.34 (0.17 %)
Net Assets (Cr)	₹14,721 on 31 Jul 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.29
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 Aug 21	₹10,000
31 Aug 22	₹10,702
31 Aug 23	₹13,026
31 Aug 24	₹20,065
31 Aug 25	₹21,554
31 Aug 26	₹24,732

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Invesco India Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Sep 26

Duration	Returns
1 Month	-0.6%
3 Month	9.9%
6 Month	15.5%
1 Year	10.1%
3 Year	21.9%
5 Year	18.7%
10 Year
15 Year
Since launch	16.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	6.3%
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%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	2.81 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	27%
Consumer Cyclical	20.7%
Health Care	19.76%
Industrials	12.86%
Real Estate	9.2%
Basic Materials	3.43%
Utility	2.23%
Technology	1.81%

Asset Allocation

Asset Class	Value
Cash	3.01%
Equity	96.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	7%	₹1,054 Cr	6,519,974 ↑ 283,386
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹945 Cr	26,323,800 ↑ 3,045,360
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	6%	₹915 Cr	8,326,618 ↑ 3,085,574
Meesho Ltd (Consumer Cyclical) Equity, Since 30 Jun 26 \| MEESHO	5%	₹683 Cr	37,475,229 ↑ 5,504,815
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹643 Cr	4,577,395
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	4%	₹622 Cr	5,936,790
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	4%	₹616 Cr	20,352,364 ↓ -200,000
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	4%	₹598 Cr	5,906,941 ↑ 298,376
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹569 Cr	1,559,643 ↓ -249,878
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| 533519	4%	₹561 Cr	18,019,000 ↑ 1,164,027

2. 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 (₹7,954 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.23% (bottom quartile).
3Y return: 20.59% (upper mid).
1Y return: 16.75% (upper mid).
Alpha: 4.57 (top quartile).
Sharpe: 0.48 (top quartile).
Information ratio: 0.73 (top quartile).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (08 Sep 26)	₹345.8 ↑ 0.24 (0.07 %)
Net Assets (Cr)	₹7,954 on 31 Jul 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.48
Information Ratio	0.73
Alpha Ratio	4.57
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 Aug 21	₹10,000
31 Aug 22	₹10,736
31 Aug 23	₹12,358
31 Aug 24	₹19,091
31 Aug 25	₹18,740
31 Aug 26	₹22,897

ICICI Prudential MidCap 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 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 8 Sep 26

Duration	Returns
1 Month	0.5%
3 Month	6.6%
6 Month	10.4%
1 Year	16.7%
3 Year	20.6%
5 Year	17.2%
10 Year
15 Year
Since launch	17.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	11.1%
2024	27%
2023	32.8%
2022	3.1%
2021	44.8%
2020	19.1%
2019	-0.6%
2018	-10.8%
2017	42.9%
2016	4.8%

Fund Manager information for ICICI Prudential MidCap Fund

Name	Since	Tenure
Lalit Kumar	1 Jul 22	4.09 Yr.
Sharmila D’mello	31 Jul 22	4.01 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Basic Materials	24.58%
Industrials	23.53%
Financial Services	20.96%
Consumer Cyclical	13.93%
Real Estate	5.88%
Energy	4.77%
Communication Services	1.52%
Health Care	1.49%
Technology	1.28%
Utility	0.01%

Asset Allocation

Asset Class	Value
Cash	2.05%
Equity	97.95%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Apar Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| APARINDS	5%	₹393 Cr	273,711
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Mar 26 \| HINDPETRO	5%	₹380 Cr	9,739,597 ↑ 2,455,858
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	5%	₹369 Cr	1,011,840
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	4%	₹345 Cr	1,279,860 ↑ 40,000
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 532286	4%	₹307 Cr	2,786,470
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	3%	₹262 Cr	1,437,425
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 May 23 \| 500493	3%	₹258 Cr	1,174,895
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	3%	₹257 Cr	824,501
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Jun 23 \| PRESTIGE	3%	₹229 Cr	1,418,018
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹228 Cr	3,106,731

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 (₹18,693 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 17.48% (lower mid).
3Y return: 19.39% (upper mid).
1Y return: 9.24% (lower mid).
Alpha: 0.40 (lower mid).
Sharpe: 0.27 (lower mid).
Information ratio: 0.68 (upper mid).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (08 Sep 26)	₹109.575 ↑ 0.16 (0.14 %)
Net Assets (Cr)	₹18,693 on 31 Jul 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.68
Sharpe Ratio	0.27
Information Ratio	0.68
Alpha Ratio	0.4
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 Aug 21	₹10,000
31 Aug 22	₹10,989
31 Aug 23	₹13,013
31 Aug 24	₹20,708
31 Aug 25	₹20,481
31 Aug 26	₹23,149

Edelweiss Mid Cap 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 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 8 Sep 26

Duration	Returns
1 Month	-0.1%
3 Month	6.5%
6 Month	8.8%
1 Year	9.2%
3 Year	19.4%
5 Year	17.5%
10 Year
15 Year
Since launch	13.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	3.8%
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%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	1.88 Yr.
Trideep Bhattacharya	1 Oct 21	4.92 Yr.
Mehul Dalmia	3 Aug 26	0.08 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	28.05%
Consumer Cyclical	15.36%
Industrials	11.77%
Health Care	9.94%
Basic Materials	9.43%
Technology	7.21%
Consumer Defensive	4.53%
Real Estate	4.1%
Communication Services	2.65%
Utility	2.12%
Energy	1.58%

Asset Allocation

Asset Class	Value
Cash	3.26%
Equity	96.74%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	4%	₹747 Cr	20,823,817
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹436 Cr	1,196,328
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹423 Cr	1,571,687 ↑ 230,345
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹409 Cr	4,701,724
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	2%	₹402 Cr	724,918 ↑ 218,111
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹395 Cr	4,181,418
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹375 Cr	2,179,829 ↑ 242,402
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹375 Cr	203,930
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| IDFCFIRSTB	2%	₹336 Cr	39,695,054
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 31 Jul 23 \| RADICO	2%	₹329 Cr	757,467

4. IDBI Small Cap Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

Research Highlights for IDBI Small Cap Fund

Bottom quartile AUM (₹758 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.69% (lower mid).
3Y return: 17.50% (lower mid).
1Y return: 19.09% (top quartile).
Alpha: 4.12 (upper mid).
Sharpe: 0.26 (bottom quartile).
Information ratio: -0.07 (bottom quartile).

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund Growth
Launch Date	21 Jun 17
NAV (08 Sep 26)	₹36.1084 ↑ 0.27 (0.76 %)
Net Assets (Cr)	₹758 on 31 Jul 26
Category	Equity - Small Cap
AMC	IDBI Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.3
Sharpe Ratio	0.26
Information Ratio	-0.07
Alpha Ratio	4.12
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 21	₹10,000
31 Aug 22	₹11,982
31 Aug 23	₹13,856
31 Aug 24	₹21,469
31 Aug 25	₹18,796
31 Aug 26	₹22,821

IDBI Small Cap 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 IDBI 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 8 Sep 26

Duration	Returns
1 Month	5.2%
3 Month	15.9%
6 Month	30.1%
1 Year	19.1%
3 Year	17.5%
5 Year	17.7%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-13.4%
2024	40%
2023	33.4%
2022	2.4%
2021	64.7%
2020	19%
2019	-4.4%
2018	-15%
2017
2016

Fund Manager information for IDBI Small Cap Fund

Name	Since	Tenure
Dikshit Mittal	24 Jul 25	1.02 Yr.

Data below for IDBI Small Cap Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Industrials	23.11%
Consumer Cyclical	20.38%
Basic Materials	13.5%
Financial Services	12%
Consumer Defensive	9.43%
Technology	7.55%
Health Care	6.02%
Real Estate	2.01%
Communication Services	1.29%
Utility	0.84%

Asset Allocation

Asset Class	Value
Cash	3.73%
Equity	96.27%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Garware Hi-Tech Films Ltd (Basic Materials) Equity, Since 30 Sep 25 \| 500655	5%	₹41 Cr	56,660 ↑ 2,037
Avalon Technologies Ltd (Technology) Equity, Since 31 Aug 23 \| AVALON	4%	₹29 Cr	160,104 ↓ -2,852
Manorama Industries Ltd (Consumer Defensive) Equity, Since 31 Dec 24 \| 541974	3%	₹23 Cr	142,461
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Sep 19 \| NAVINFLUOR	3%	₹22 Cr	29,286
Allied Blenders and Distillers Ltd (Consumer Defensive) Equity, Since 31 Jul 24 \| ABDL	3%	₹21 Cr	338,914 ↑ 12,299
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 28 Feb 21 \| KIRLOSENG	2%	₹17 Cr	78,792
Arvind Fashions Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| 542484	2%	₹17 Cr	374,775
KSH International Ltd (Industrials) Equity, Since 31 Dec 25 \| KSHINTL	2%	₹17 Cr	198,031 ↓ -3,115
Oracle Financial Services Software Ltd (Technology) Equity, Since 30 Jun 26 \| OFSS	2%	₹17 Cr	14,847 ↑ 5,308
Pricol Ltd (Consumer Cyclical) Equity, Since 30 Sep 25 \| PRICOLLTD	2%	₹17 Cr	237,103

5. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Research Highlights for Sundaram Mid Cap Fund

Lower mid AUM (₹14,504 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 16.34% (bottom quartile).
3Y return: 17.30% (lower mid).
1Y return: 8.79% (bottom quartile).
Alpha: 1.07 (upper mid).
Sharpe: 0.31 (upper mid).
Information ratio: 0.49 (upper mid).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (08 Sep 26)	₹1,504.06 ↑ 4.21 (0.28 %)
Net Assets (Cr)	₹14,504 on 31 Jul 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.31
Information Ratio	0.49
Alpha Ratio	1.07
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 Aug 21	₹10,000
31 Aug 22	₹10,915
31 Aug 23	₹13,052
31 Aug 24	₹20,165
31 Aug 25	₹19,817
31 Aug 26	₹22,274

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for 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 8 Sep 26

Duration	Returns
1 Month	-1.6%
3 Month	7.1%
6 Month	8.9%
1 Year	8.8%
3 Year	17.3%
5 Year	16.3%
10 Year
15 Year
Since launch	23.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	4.1%
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%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	5.44 Yr.
Shalav Saket	31 Dec 25	0.58 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Financial Services	23.54%
Industrials	17.38%
Consumer Cyclical	16.33%
Health Care	10.47%
Basic Materials	8.37%
Technology	8.01%
Consumer Defensive	3.96%
Real Estate	2.85%
Utility	2.21%
Communication Services	1.35%
Energy	1.26%

Asset Allocation

Asset Class	Value
Cash	4.17%
Equity	95.74%
Debt	0.07%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹451 Cr	11,700,000
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	3%	₹398 Cr	722,000 ↓ -28,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	3%	₹395 Cr	6,450,835 ↓ -50,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹393 Cr	10,962,188
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	2%	₹360 Cr	1,735,153 ↑ 21,000
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	2%	₹345 Cr	945,165
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹324 Cr	38,278,844
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	2%	₹303 Cr	700,000 ↓ -125,000
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	2%	₹293 Cr	1,705,000
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 531642	2%	₹287 Cr	3,300,000

6. 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.

Research Highlights for Motilal Oswal Midcap 30 Fund

Highest AUM (₹40,036 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.70% (top quartile).
3Y return: 17.27% (bottom quartile).
1Y return: 0.53% (bottom quartile).
Alpha: -9.71 (bottom quartile).
Sharpe: -0.24 (bottom quartile).
Information ratio: 0.06 (lower mid).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (08 Sep 26)	₹104.567 ↑ 0.55 (0.52 %)
Net Assets (Cr)	₹40,036 on 31 Jul 26
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.24
Information Ratio	0.06
Alpha Ratio	-9.71
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 Aug 21	₹10,000
31 Aug 22	₹12,549
31 Aug 23	₹15,866
31 Aug 24	₹25,879
31 Aug 25	₹25,890
31 Aug 26	₹27,113

Motilal Oswal Midcap 30 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 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 8 Sep 26

Duration	Returns
1 Month	2.1%
3 Month	16.8%
6 Month	20.8%
1 Year	0.5%
3 Year	17.3%
5 Year	20.7%
10 Year
15 Year
Since launch	20.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-12.1%
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%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.53 Yr.
Swapnil Mayekar	18 Nov 25	0.7 Yr.
Ajay Khandelwal	1 Oct 24	1.83 Yr.
Ankit Agarwal	21 Jan 26	0.53 Yr.
Rakesh Shetty	22 Nov 22	3.69 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Technology	28.34%
Financial Services	27.66%
Consumer Cyclical	17.34%
Industrials	13.7%
Real Estate	2.58%
Communication Services	2.55%
Health Care	2.2%
Energy	0.91%
Consumer Defensive	0.6%

Asset Allocation

Asset Class	Value
Cash	4.13%
Equity	95.87%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	9%	₹3,553 Cr	58,000,000 ↓ -3,413,395
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| PAYTM	8%	₹3,237 Cr	24,100,476
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	6%	₹2,552 Cr	84,386,866
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	6%	₹2,235 Cr	12,988,926 ↓ -2,464,386
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	5%	₹2,082 Cr	51,500,000 ↓ -959,381
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	5%	₹1,925 Cr	3,850,000 ↓ -20,834
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	5%	₹1,901 Cr	3,425,000 ↓ -551,493
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 31 Jan 26 \| GROWW	4%	₹1,635 Cr	84,095,094 ↓ -521,566
Shriram Finance Ltd (Financial Services) Equity, Since 31 Jan 26 \| SHRIRAMFIN	4%	₹1,500 Cr	14,328,296 ↑ 737,429
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	3%	₹1,395 Cr	992,735 ↓ -32,000

7. DSP Small Cap Fund

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

Research Highlights for DSP Small Cap Fund

Upper mid AUM (₹20,221 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.03% (upper mid).
3Y return: 16.41% (bottom quartile).
1Y return: 18.61% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.30 (upper mid).
Information ratio: 0.00 (bottom quartile).

Below is the key information for DSP Small Cap Fund

DSP Small Cap Fund Growth
Launch Date	14 Jun 07
NAV (08 Sep 26)	₹233.128 ↑ 0.61 (0.26 %)
Net Assets (Cr)	₹20,221 on 31 Jul 26
Category	Equity - Small Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	0.3
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
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 Aug 21	₹10,000
31 Aug 22	₹11,163
31 Aug 23	₹14,365
31 Aug 24	₹20,071
31 Aug 25	₹19,334
31 Aug 26	₹23,312

DSP Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for DSP 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 8 Sep 26

Duration	Returns
1 Month	3.1%
3 Month	13.6%
6 Month	24.7%
1 Year	18.6%
3 Year	16.4%
5 Year	18%
10 Year
15 Year
Since launch	17.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-2.8%
2024	25.6%
2023	41.2%
2022	0.5%
2021	58.9%
2020	33.1%
2019	0.7%
2018	-25.5%
2017	42.8%
2016	12.7%

Fund Manager information for DSP Small Cap Fund

Name	Since	Tenure
Vinit Sambre	21 Jun 10	16.21 Yr.

Data below for DSP Small Cap Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	31.58%
Industrials	15.53%
Basic Materials	13.25%
Health Care	9.22%
Financial Services	8.47%
Consumer Defensive	5.1%
Technology	2.29%
Communication Services	0.55%

Asset Allocation

Asset Class	Value
Cash	13.23%
Equity	86.77%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Lumax Auto Technologies Ltd (Consumer Cyclical) Equity, Since 30 Jun 18 \| LUMAXTECH	4%	₹836 Cr	5,333,347
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Mar 23 \| KIRLOSENG	4%	₹770 Cr	3,516,559
Thangamayil Jewellery Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| THANGAMAYL	4%	₹747 Cr	1,429,947 ↓ -47,019
Sansera Engineering Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| SANSERA	3%	₹592 Cr	1,770,029
SPR Auto Technologies Ltd (Consumer Cyclical) Equity, Since 31 Aug 24 \| SHRIPISTON	2%	₹475 Cr	1,081,165
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials) Equity, Since 31 Dec 22 \| JUBLINGREA	2%	₹442 Cr	6,002,947 ↓ -387,567
Dodla Dairy Ltd (Consumer Defensive) Equity, Since 30 Jun 21 \| DODLA	2%	₹425 Cr	4,085,691 ↑ 335,691
Welspun Corp Ltd (Basic Materials) Equity, Since 31 Mar 21 \| 532144	2%	₹425 Cr	2,574,661 ↓ -426,061
LT Foods Ltd (Consumer Defensive) Equity, Since 31 Dec 17 \| 532783	2%	₹410 Cr	10,000,000
eClerx Services Ltd (Technology) Equity, Since 28 Feb 18 \| ECLERX	2%	₹408 Cr	2,211,836

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.