7 Best Mid & Small Cap Funds for SIP Investment 2026

Updated on November 5, 2026 , 46227 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	₹196.5 ↑ 0.66	₹15,749	500	-1.8	6.1	6.8	22	17.1	6.3
ICICI Prudential MidCap Fund Growth	₹327.05 ↓ -2.36	₹7,961	100	-4.7	-3.1	7.1	19.2	14.6	11.1
Edelweiss Mid Cap Fund Growth	₹105.332 ↓ -0.28	₹19,230	500	-3.8	-0.3	2.8	18.2	15.3	3.8
Motilal Oswal Midcap 30 Fund Growth	₹102.841 ↓ 0.00	₹40,208	500	0.6	10.4	0.1	17.1	18.1	-12.1
Sundaram Mid Cap Fund Growth	₹1,438.77 ↓ -8.01	₹13,854	100	-5.4	-0.9	0.8	16.3	14.8	4.1
Axis Mid Cap Fund Growth	₹120.55 ↓ -0.50	₹33,528	500	-1.3	3	6.1	15.7	11.2	1
IDBI Small Cap Fund Growth	₹34.0569 ↓ -0.12	₹841	500	-0.8	8	12.9	15.4	14.8	-13.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Invesco India Mid Cap Fund	ICICI Prudential MidCap Fund	Edelweiss Mid Cap Fund	Motilal Oswal Midcap 30 Fund	Sundaram Mid Cap Fund	Axis Mid Cap Fund	IDBI Small Cap Fund
Point 1	Lower mid AUM (₹15,749 Cr).	Bottom quartile AUM (₹7,961 Cr).	Upper mid AUM (₹19,230 Cr).	Highest AUM (₹40,208 Cr).	Lower mid AUM (₹13,854 Cr).	Upper mid AUM (₹33,528 Cr).	Bottom quartile AUM (₹841 Cr).
Point 2	Established history (19+ yrs).	Established history (22+ yrs).	Established history (18+ yrs).	Established history (12+ yrs).	Oldest track record among peers (24 yrs).	Established history (15+ yrs).	Established history (9+ yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Top rated.	Rating: 1★ (bottom quartile).	Not Rated.
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: 17.11% (upper mid).	5Y return: 14.55% (bottom quartile).	5Y return: 15.34% (upper mid).	5Y return: 18.10% (top quartile).	5Y return: 14.85% (lower mid).	5Y return: 11.20% (bottom quartile).	5Y return: 14.79% (lower mid).
Point 6	3Y return: 22.05% (top quartile).	3Y return: 19.22% (upper mid).	3Y return: 18.21% (upper mid).	3Y return: 17.14% (lower mid).	3Y return: 16.32% (lower mid).	3Y return: 15.71% (bottom quartile).	3Y return: 15.40% (bottom quartile).
Point 7	1Y return: 6.80% (upper mid).	1Y return: 7.06% (upper mid).	1Y return: 2.85% (lower mid).	1Y return: 0.05% (bottom quartile).	1Y return: 0.76% (bottom quartile).	1Y return: 6.06% (lower mid).	1Y return: 12.91% (top quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 7.02 (upper mid).	Alpha: 0.22 (upper mid).	Alpha: -3.81 (bottom quartile).	Alpha: -1.10 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 8.36 (top quartile).
Point 9	Sharpe: 0.17 (upper mid).	Sharpe: 0.38 (upper mid).	Sharpe: 0.06 (lower mid).	Sharpe: -0.12 (bottom quartile).	Sharpe: 0.00 (bottom quartile).	Sharpe: 0.05 (lower mid).	Sharpe: 0.51 (top quartile).
Point 10	Information ratio: 0.00 (bottom quartile).	Information ratio: 1.25 (top quartile).	Information ratio: 0.96 (upper mid).	Information ratio: 0.24 (lower mid).	Information ratio: 0.52 (upper mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.40 (lower mid).

Invesco India Mid Cap Fund

Lower mid AUM (₹15,749 Cr).
Established history (19+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.11% (upper mid).
3Y return: 22.05% (top quartile).
1Y return: 6.80% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.17 (upper mid).
Information ratio: 0.00 (bottom quartile).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,961 Cr).
Established history (22+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.55% (bottom quartile).
3Y return: 19.22% (upper mid).
1Y return: 7.06% (upper mid).
Alpha: 7.02 (upper mid).
Sharpe: 0.38 (upper mid).
Information ratio: 1.25 (top quartile).

Edelweiss Mid Cap Fund

Upper mid AUM (₹19,230 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 15.34% (upper mid).
3Y return: 18.21% (upper mid).
1Y return: 2.85% (lower mid).
Alpha: 0.22 (upper mid).
Sharpe: 0.06 (lower mid).
Information ratio: 0.96 (upper mid).

Motilal Oswal Midcap 30 Fund

Highest AUM (₹40,208 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.10% (top quartile).
3Y return: 17.14% (lower mid).
1Y return: 0.05% (bottom quartile).
Alpha: -3.81 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.24 (lower mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹13,854 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.85% (lower mid).
3Y return: 16.32% (lower mid).
1Y return: 0.76% (bottom quartile).
Alpha: -1.10 (bottom quartile).
Sharpe: 0.00 (bottom quartile).
Information ratio: 0.52 (upper mid).

Axis Mid Cap Fund

Upper mid AUM (₹33,528 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.20% (bottom quartile).
3Y return: 15.71% (bottom quartile).
1Y return: 6.06% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.05 (lower mid).
Information ratio: 0.00 (bottom quartile).

IDBI Small Cap Fund

Bottom quartile AUM (₹841 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.79% (lower mid).
3Y return: 15.40% (bottom quartile).
1Y return: 12.91% (top quartile).
Alpha: 8.36 (top quartile).
Sharpe: 0.51 (top quartile).
Information ratio: 0.40 (lower mid).

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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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Updates: Regular refreshes so performance data reflects current market conditions.

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Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

*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 (₹15,749 Cr).
Established history (19+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.11% (upper mid).
3Y return: 22.05% (top quartile).
1Y return: 6.80% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.17 (upper mid).
Information ratio: 0.00 (bottom quartile).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (06 Nov 26)	₹196.5 ↑ 0.66 (0.34 %)
Net Assets (Cr)	₹15,749 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	0.17
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 21	₹10,000
31 Oct 22	₹10,224
31 Oct 23	₹11,975
31 Oct 24	₹18,529
31 Oct 25	₹21,085
31 Oct 26	₹20,912

Invesco India 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 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 6 Nov 26

Duration	Returns
1 Month	3%
3 Month	-1.8%
6 Month	6.1%
1 Year	6.8%
3 Year	22%
5 Year	17.1%
10 Year
15 Year
Since launch	16.5%

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	2.9 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Financial Services	25.48%
Health Care	24.23%
Consumer Cyclical	18.26%
Industrials	14.85%
Real Estate	9.38%
Basic Materials	3.38%
Utility	1.83%
Technology	1.35%

Asset Allocation

Asset Class	Value
Cash	1.23%
Equity	98.77%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	7%	₹1,154 Cr	7,790,653 ↑ 709,125
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	7%	₹1,136 Cr	12,218,168 ↑ 2,291,941
Meesho Ltd (Consumer Cyclical) Equity, Since 30 Jun 26 \| MEESHO	5%	₹853 Cr	37,475,229
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	5%	₹846 Cr	26,659,590
Manipal Health Enterprises Ltd (Healthcare) Equity, Since 31 Jul 26 \| MANIPALHOS	4%	₹700 Cr	9,878,758
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	4%	₹651 Cr	20,352,364
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹625 Cr	4,577,395
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹616 Cr	23,237,815 ↑ 3,585,524
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	4%	₹600 Cr	5,936,790
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	4%	₹552 Cr	6,129,063

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 (₹7,961 Cr).
Established history (22+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.55% (bottom quartile).
3Y return: 19.22% (upper mid).
1Y return: 7.06% (upper mid).
Alpha: 7.02 (upper mid).
Sharpe: 0.38 (upper mid).
Information ratio: 1.25 (top quartile).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (06 Nov 26)	₹327.05 ↓ -2.36 (-0.72 %)
Net Assets (Cr)	₹7,961 on 30 Sep 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.87
Sharpe Ratio	0.38
Information Ratio	1.25
Alpha Ratio	7.02
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 21	₹10,000
31 Oct 22	₹10,386
31 Oct 23	₹11,480
31 Oct 24	₹17,408
31 Oct 25	₹18,974
31 Oct 26	₹19,122

ICICI Prudential MidCap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 6 Nov 26

Duration	Returns
1 Month	-0.3%
3 Month	-4.7%
6 Month	-3.1%
1 Year	7.1%
3 Year	19.2%
5 Year	14.6%
10 Year
15 Year
Since launch	17.2%

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	4.25 Yr.
Sharmila D'Silva	31 Jul 22	4.17 Yr.

Data below for ICICI Prudential MidCap Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Industrials	26.44%
Basic Materials	25.29%
Financial Services	20.24%
Consumer Cyclical	10.77%
Energy	5.43%
Real Estate	5.2%
Health Care	2.4%
Technology	1.35%
Communication Services	0.83%
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	6%	₹476 Cr	273,711
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Mar 26 \| HINDPETRO	5%	₹432 Cr	12,339,597 ↑ 2,000,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	5%	₹432 Cr	1,309,860
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 532286	4%	₹316 Cr	2,786,470
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹315 Cr	1,437,425
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹313 Cr	1,011,840
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹232 Cr	3,106,731
Bharat Forge Ltd (Industrials) Equity, Since 31 May 23 \| 500493	3%	₹226 Cr	1,174,895
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	3%	₹226 Cr	824,501
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| POLICYBZR	3%	₹214 Cr	2,008,585 ↑ 600,000

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 (₹19,230 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 15.34% (upper mid).
3Y return: 18.21% (upper mid).
1Y return: 2.85% (lower mid).
Alpha: 0.22 (upper mid).
Sharpe: 0.06 (lower mid).
Information ratio: 0.96 (upper mid).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (06 Nov 26)	₹105.332 ↓ -0.28 (-0.27 %)
Net Assets (Cr)	₹19,230 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.68
Sharpe Ratio	0.06
Information Ratio	0.96
Alpha Ratio	0.22
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 21	₹10,000
31 Oct 22	₹10,600
31 Oct 23	₹12,289
31 Oct 24	₹19,332
31 Oct 25	₹20,450
31 Oct 26	₹19,866

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 6 Nov 26

Duration	Returns
1 Month	1%
3 Month	-3.8%
6 Month	-0.3%
1 Year	2.8%
3 Year	18.2%
5 Year	15.3%
10 Year
15 Year
Since launch	13.3%

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	1.96 Yr.
Trideep Bhattacharya	1 Oct 21	5 Yr.
Mehul Dalmia	3 Aug 26	0.16 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Financial Services	25.3%
Consumer Cyclical	16.4%
Industrials	13.61%
Basic Materials	9.75%
Health Care	9.45%
Technology	7.92%
Consumer Defensive	4.1%
Real Estate	3.86%
Communication Services	3.09%
Utility	2.15%
Energy	1.41%

Asset Allocation

Asset Class	Value
Cash	2.95%
Equity	97.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹588 Cr	18,517,679 ↓ -2,306,138
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹519 Cr	1,571,687
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹402 Cr	203,930
City Union Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| CUB	2%	₹388 Cr	17,152,756
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	2%	₹383 Cr	724,918
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹381 Cr	2,179,829
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹370 Cr	1,196,328
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹370 Cr	4,701,724
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Jun 24 \| 524494	2%	₹353 Cr	1,833,465
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 31 Jul 23 \| RADICO	2%	₹331 Cr	757,467

4. 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 (₹40,208 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.10% (top quartile).
3Y return: 17.14% (lower mid).
1Y return: 0.05% (bottom quartile).
Alpha: -3.81 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.24 (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 (06 Nov 26)	₹102.841 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹40,208 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.12
Information Ratio	0.24
Alpha Ratio	-3.81
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 21	₹10,000
31 Oct 22	₹12,115
31 Oct 23	₹14,343
31 Oct 24	₹23,825
31 Oct 25	₹24,071
31 Oct 26	₹22,285

Motilal Oswal Midcap 30 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 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 6 Nov 26

Duration	Returns
1 Month	2.5%
3 Month	0.6%
6 Month	10.4%
1 Year	0.1%
3 Year	17.1%
5 Year	18.1%
10 Year
15 Year
Since launch	20.1%

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	0.69 Yr.
Swapnil Mayekar	18 Nov 25	0.87 Yr.
Ajay Khandelwal	1 Oct 24	2 Yr.
Ankit Agarwal	21 Jan 26	0.69 Yr.
Rakesh Shetty	22 Nov 22	3.86 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Technology	29.58%
Financial Services	25.87%
Consumer Cyclical	16.95%
Industrials	12.25%
Health Care	4.27%
Communication Services	2.23%
Real Estate	2.2%
Energy	0.87%
Consumer Defensive	0.59%

Asset Allocation

Asset Class	Value
Cash	5.19%
Equity	94.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| PAYTM	9%	₹3,475 Cr	20,708,902 ↓ -1,921,574
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	8%	₹3,208 Cr	58,000,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	7%	₹2,700 Cr	84,386,866
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	5%	₹2,184 Cr	12,488,926
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	5%	₹1,865 Cr	49,000,000 ↓ -2,000,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	4%	₹1,782 Cr	3,375,000
Sterlite Technologies Ltd (Technology) Equity, Since 30 Jun 26 \| STLTECH	4%	₹1,768 Cr	19,426,538
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	4%	₹1,715 Cr	3,850,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jan 26 \| MCX	4%	₹1,505 Cr	4,558,659 ↑ 240,367
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 31 Jan 26 \| GROWW	4%	₹1,409 Cr	76,595,094

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 (₹13,854 Cr).
Oldest track record among peers (24 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.85% (lower mid).
3Y return: 16.32% (lower mid).
1Y return: 0.76% (bottom quartile).
Alpha: -1.10 (bottom quartile).
Sharpe: 0.00 (bottom quartile).
Information ratio: 0.52 (upper mid).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (06 Nov 26)	₹1,438.77 ↓ -8.01 (-0.55 %)
Net Assets (Cr)	₹13,854 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.74
Sharpe Ratio	-0.01
Information Ratio	0.52
Alpha Ratio	-1.1
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 21	₹10,000
31 Oct 22	₹10,606
31 Oct 23	₹12,593
31 Oct 24	₹19,161
31 Oct 25	₹20,330
31 Oct 26	₹19,332

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 6 Nov 26

Duration	Returns
1 Month	1.3%
3 Month	-5.4%
6 Month	-0.9%
1 Year	0.8%
3 Year	16.3%
5 Year	14.8%
10 Year
15 Year
Since launch	22.7%

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	5.6 Yr.
Shalav Saket	31 Dec 25	0.75 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Financial Services	22.28%
Industrials	17.83%
Consumer Cyclical	16.96%
Health Care	10.26%
Technology	8.85%
Basic Materials	7.76%
Consumer Defensive	3.67%
Real Estate	2.94%
Utility	2.1%
Communication Services	1.8%
Energy	1.19%

Asset Allocation

Asset Class	Value
Cash	4.31%
Equity	95.64%
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%	₹380 Cr	11,700,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	3%	₹357 Cr	6,450,835
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	2%	₹332 Cr	697,000 ↓ -25,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹327 Cr	10,300,000
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹312 Cr	38,278,844
Thermax Ltd (Industrials) Equity, Since 31 Mar 26 \| THERMAX	2%	₹305 Cr	900,000 ↑ 223,890
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	2%	₹280 Cr	1,600,000 ↓ -80,000
Sona BLW Precision Forgings Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| SONACOMS	2%	₹280 Cr	3,370,000
Phoenix Mills Ltd (Real Estate) Equity, Since 31 Jan 25 \| 503100	2%	₹271 Cr	1,400,000
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	2%	₹264 Cr	1,503,352 ↓ -231,801

6. Axis Mid Cap Fund

To achieve long term capital appreciation by investing predominantly in equity & equity related instruments of mid size companies. The focus of the fund would be to invest in relatively larger companies within this category.

Research Highlights for Axis Mid Cap Fund

Upper mid AUM (₹33,528 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.20% (bottom quartile).
3Y return: 15.71% (bottom quartile).
1Y return: 6.06% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.05 (lower mid).
Information ratio: 0.00 (bottom quartile).

Below is the key information for Axis Mid Cap Fund

Axis Mid Cap Fund Growth
Launch Date	18 Feb 11
NAV (06 Nov 26)	₹120.55 ↓ -0.50 (-0.41 %)
Net Assets (Cr)	₹33,528 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Axis Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.57
Sharpe Ratio	0.05
Information Ratio	0
Alpha Ratio	0
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 21	₹10,000
31 Oct 22	₹9,801
31 Oct 23	₹10,915
31 Oct 24	₹15,676
31 Oct 25	₹16,428
31 Oct 26	₹16,597

Axis Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Axis 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 6 Nov 26

Duration	Returns
1 Month	1.9%
3 Month	-1.3%
6 Month	3%
1 Year	6.1%
3 Year	15.7%
5 Year	11.2%
10 Year
15 Year
Since launch	17.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	1%
2024	30%
2023	29.6%
2022	-5.1%
2021	39.9%
2020	26%
2019	11.3%
2018	3.5%
2017	42%
2016	-3.1%

Fund Manager information for Axis Mid Cap Fund

Name	Since	Tenure
Shreyash Devalkar	23 Nov 16	9.86 Yr.
Nitin Arora	3 Aug 23	3.16 Yr.
Krishnaa N	1 Mar 24	2.59 Yr.

Data below for Axis Mid Cap Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.2%
Industrials	17.86%
Financial Services	17.42%
Health Care	12.8%
Technology	6.57%
Basic Materials	5.25%
Consumer Defensive	3.37%
Real Estate	2.29%
Communication Services	2.03%
Utility	1.18%
Energy	0.28%

Asset Allocation

Asset Class	Value
Cash	9.62%
Equity	90.25%
Debt	0.12%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Mar 23 \| FEDERALBNK	4%	₹1,334 Cr	42,040,871 ↓ -1,699,390
Apar Industries Ltd (Industrials) Equity, Since 30 Nov 23 \| APARINDS	3%	₹951 Cr	547,073
Sona BLW Precision Forgings Ltd (Consumer Cyclical) Equity, Since 30 Jun 21 \| SONACOMS	3%	₹902 Cr	10,868,912 ↓ -940,000
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 22 \| 532843	3%	₹876 Cr	11,375,762 ↓ -1,146,623
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	2%	₹807 Cr	1,921,542 ↑ 48,157
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Oct 20 \| 500850	2%	₹798 Cr	10,948,722
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 19 \| 524494	2%	₹772 Cr	4,005,425
Phoenix Mills Ltd (Real Estate) Equity, Since 31 May 22 \| 503100	2%	₹769 Cr	3,974,761
Lenskart Solutions Ltd (Healthcare) Equity, Since 31 Oct 25 \| LENSKART	2%	₹745 Cr	10,873,986
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| ETERNAL	2%	₹691 Cr	21,607,250

7. 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 (₹841 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.79% (lower mid).
3Y return: 15.40% (bottom quartile).
1Y return: 12.91% (top quartile).
Alpha: 8.36 (top quartile).
Sharpe: 0.51 (top quartile).
Information ratio: 0.40 (lower mid).

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund Growth
Launch Date	21 Jun 17
NAV (06 Nov 26)	₹34.0569 ↓ -0.12 (-0.35 %)
Net Assets (Cr)	₹841 on 30 Sep 26
Category	Equity - Small Cap
AMC	IDBI Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.26
Sharpe Ratio	0.51
Information Ratio	0.4
Alpha Ratio	8.36
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 21	₹10,000
31 Oct 22	₹11,270
31 Oct 23	₹13,026
31 Oct 24	₹19,795
31 Oct 25	₹18,446
31 Oct 26	₹19,625

IDBI Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 6 Nov 26

Duration	Returns
1 Month	-2.7%
3 Month	-0.8%
6 Month	8%
1 Year	12.9%
3 Year	15.4%
5 Year	14.8%
10 Year
15 Year
Since launch	14%

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
Sudhanshu Asthana	1 Sep 26	0.08 Yr.
Dikshit Mittal	24 Jul 25	1.19 Yr.

Data below for IDBI Small Cap Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Industrials	22.64%
Consumer Cyclical	22.16%
Financial Services	11.45%
Basic Materials	11.38%
Consumer Defensive	8.43%
Health Care	7.39%
Technology	6.67%
Real Estate	2.13%
Communication Services	1.11%
Utility	0.65%
Energy	0.13%

Asset Allocation

Asset Class	Value
Cash	5.85%
Equity	94.15%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Garware Hi-Tech Films Ltd (Basic Materials) Equity, Since 30 Sep 25 \| 500655	5%	₹40 Cr	56,660
Manorama Industries Ltd (Consumer Defensive) Equity, Since 31 Dec 24 \| 541974	3%	₹26 Cr	142,461
Avalon Technologies Ltd (Technology) Equity, Since 31 Aug 23 \| AVALON	3%	₹26 Cr	112,072 ↓ -33,032
Indo MIM Ltd (Industrials) Equity, Since 31 Jul 26 \| INDOMIM	3%	₹26 Cr	205,936 ↑ 50,000
Allied Blenders and Distillers Ltd (Consumer Defensive) Equity, Since 31 Jul 24 \| ABDL	3%	₹24 Cr	338,914
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Sep 19 \| NAVINFLUOR	3%	₹24 Cr	29,286
Neuland Laboratories Ltd (Healthcare) Equity, Since 30 Apr 25 \| 524558	2%	₹20 Cr	9,270 ↑ 2,000
SML Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 26 \| SMLMAH	2%	₹20 Cr	29,703
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 28 Feb 21 \| KIRLOSENG	2%	₹18 Cr	78,792
Brigade Enterprises Ltd (Real Estate) Equity, Since 31 May 26 \| 532929	2%	₹18 Cr	312,003

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.