7 Best Mid & Small Cap Funds for SIP Investment 2026

Updated on July 6, 2026 , 45639 views

Mid cap and Small cap funds are a type of equity Mutual Fund that invests in stocks of companies that have a potential to be the future leaders. These funds are known for their potential deliveries in a long term period. mid cap funds invest in companies which have a market capitalization (MC= no of shares issued by the company X market price per share) of INR 500 Cr to INR 1000 Cr. And, small caps are typically defined as firms with a market cap of around INR 500 Crore. Though, mid and small cap funds carry higher risk than large cap, these companies, if managed well, can turn into big companies in the long-run. Investors planning to invest in these funds are advised to invest via a SIP. SIP or Systematic Investment plan is the most effective way of Investing in Equity Funds. A SIP is usually a monthly or a quarterly investment that happens automatically on a pre-decided date. Due to its investment process, it can prevent from the pitfalls of equity investments. SIPs are also a great tool to make investing become a habit. So, here are the best mid and small cap funds for SIP investment to invest 2026 – 2027.

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Fund Selection Methodology used to find 7 funds

Category: Equity
Sub-category: Mid%20Cap, Small%20Cap
AUM Range: 500%20TO%20100000 Cr
Sorted On : 3-year return (high to low)
Tags: fcpro
No Of Funds: 7

Best Performing Mid Cap and Small Cap Funds for SIP FY 26 - 27

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Invesco India Mid Cap Fund Growth	₹195.24 ↓ -3.47	₹12,397	500	14.2	7.5	8.8	24.8	19.7	6.3
ICICI Prudential MidCap Fund Growth	₹330.4 ↓ -4.91	₹7,789	100	6.7	5.5	9.1	22.5	17.3	11.1
Edelweiss Mid Cap Fund Growth	₹106.03 ↓ -1.81	₹16,849	500	7.9	2.2	3.2	22.1	18.3	3.8
Sundaram Mid Cap Fund Growth	₹1,452.96 ↓ -24.11	₹13,687	100	6.9	2	4.8	20.5	17.7	4.1
Kotak Emerging Equity Scheme Growth	₹143.042 ↓ -2.93	₹64,749	1,000	9.5	4.9	4.8	19.4	16.9	1.8
HDFC Mid-Cap Opportunities Fund Growth	₹204.506 ↓ -4.09	₹97,350	300	6.4	1	3.6	19.4	19.5	6.8
BNP Paribas Mid Cap Fund Growth	₹109.167 ↓ -1.43	₹2,461	300	8	4.5	7.5	18.4	15.3	2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jul 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Invesco India Mid Cap Fund	ICICI Prudential MidCap Fund	Edelweiss Mid Cap Fund	Sundaram Mid Cap Fund	Kotak Emerging Equity Scheme	HDFC Mid-Cap Opportunities Fund	BNP Paribas Mid Cap Fund
Point 1	Lower mid AUM (₹12,397 Cr).	Bottom quartile AUM (₹7,789 Cr).	Upper mid AUM (₹16,849 Cr).	Lower mid AUM (₹13,687 Cr).	Upper mid AUM (₹64,749 Cr).	Highest AUM (₹97,350 Cr).	Bottom quartile AUM (₹2,461 Cr).
Point 2	Established history (19+ yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Oldest track record among peers (23 yrs).	Established history (19+ yrs).	Established history (19+ yrs).	Established history (20+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (lower 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: High.
Point 5	5Y return: 19.72% (top quartile).	5Y return: 17.29% (lower mid).	5Y return: 18.25% (upper mid).	5Y return: 17.72% (lower mid).	5Y return: 16.92% (bottom quartile).	5Y return: 19.54% (upper mid).	5Y return: 15.33% (bottom quartile).
Point 6	3Y return: 24.76% (top quartile).	3Y return: 22.49% (upper mid).	3Y return: 22.10% (upper mid).	3Y return: 20.50% (lower mid).	3Y return: 19.42% (lower mid).	3Y return: 19.36% (bottom quartile).	3Y return: 18.44% (bottom quartile).
Point 7	1Y return: 8.83% (upper mid).	1Y return: 9.08% (top quartile).	1Y return: 3.20% (bottom quartile).	1Y return: 4.76% (lower mid).	1Y return: 4.80% (lower mid).	1Y return: 3.55% (bottom quartile).	1Y return: 7.48% (upper mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 9.08 (top quartile).	Alpha: 0.35 (upper mid).	Alpha: -0.11 (bottom quartile).	Alpha: 0.18 (lower mid).	Alpha: -0.97 (bottom quartile).	Alpha: 2.64 (upper mid).
Point 9	Sharpe: 0.21 (upper mid).	Sharpe: 0.61 (top quartile).	Sharpe: 0.19 (lower mid).	Sharpe: 0.17 (bottom quartile).	Sharpe: 0.18 (lower mid).	Sharpe: 0.12 (bottom quartile).	Sharpe: 0.34 (upper mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.84 (top quartile).	Information ratio: 0.30 (upper mid).	Information ratio: 0.23 (upper mid).	Information ratio: -0.33 (bottom quartile).	Information ratio: -0.04 (lower mid).	Information ratio: -0.33 (bottom quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹12,397 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.72% (top quartile).
3Y return: 24.76% (top quartile).
1Y return: 8.83% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.21 (upper mid).
Information ratio: 0.00 (lower mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,789 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.29% (lower mid).
3Y return: 22.49% (upper mid).
1Y return: 9.08% (top quartile).
Alpha: 9.08 (top quartile).
Sharpe: 0.61 (top quartile).
Information ratio: 0.84 (top quartile).

Edelweiss Mid Cap Fund

Upper mid AUM (₹16,849 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.25% (upper mid).
3Y return: 22.10% (upper mid).
1Y return: 3.20% (bottom quartile).
Alpha: 0.35 (upper mid).
Sharpe: 0.19 (lower mid).
Information ratio: 0.30 (upper mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹13,687 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.72% (lower mid).
3Y return: 20.50% (lower mid).
1Y return: 4.76% (lower mid).
Alpha: -0.11 (bottom quartile).
Sharpe: 0.17 (bottom quartile).
Information ratio: 0.23 (upper mid).

Kotak Emerging Equity Scheme

Upper mid AUM (₹64,749 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.92% (bottom quartile).
3Y return: 19.42% (lower mid).
1Y return: 4.80% (lower mid).
Alpha: 0.18 (lower mid).
Sharpe: 0.18 (lower mid).
Information ratio: -0.33 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹97,350 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.54% (upper mid).
3Y return: 19.36% (bottom quartile).
1Y return: 3.55% (bottom quartile).
Alpha: -0.97 (bottom quartile).
Sharpe: 0.12 (bottom quartile).
Information ratio: -0.04 (lower mid).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,461 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 15.33% (bottom quartile).
3Y return: 18.44% (bottom quartile).
1Y return: 7.48% (upper mid).
Alpha: 2.64 (upper mid).
Sharpe: 0.34 (upper mid).
Information ratio: -0.33 (bottom quartile).

About the Fincash Research Team

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

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

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Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
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Disclaimer

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 (₹12,397 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.72% (top quartile).
3Y return: 24.76% (top quartile).
1Y return: 8.83% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.21 (upper mid).
Information ratio: 0.00 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding BSE Ltd (~6.1%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (08 Jul 26)	₹195.24 ↓ -3.47 (-1.75 %)
Net Assets (Cr)	₹12,397 on 31 May 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.21
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
30 Jun 21	₹10,000
30 Jun 22	₹9,839
30 Jun 23	₹12,879
30 Jun 24	₹19,911
30 Jun 25	₹23,355
30 Jun 26	₹25,135

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 Jul 26

Duration	Returns
1 Month	7.9%
3 Month	14.2%
6 Month	7.5%
1 Year	8.8%
3 Year	24.8%
5 Year	19.7%
10 Year
15 Year
Since launch	16.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.3%
2023	43.1%
2022	34.1%
2021	0.5%
2020	43.1%
2019	24.4%
2018	3.8%
2017	-5.3%
2016	44.3%
2015	1.1%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	2.64 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	30.63%
Health Care	18.1%
Consumer Cyclical	16.29%
Industrials	15.05%
Real Estate	8.55%
Technology	4.13%
Basic Materials	3.85%
Utility	1.93%

Asset Allocation

Asset Class	Value
Cash	1.46%
Equity	98.54%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	6%	₹750 Cr	1,809,521 ↓ -89,716
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	6%	₹725 Cr	5,296,606 ↑ 150,291
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	5%	₹644 Cr	22,304,132
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| AUBANK	5%	₹585 Cr	5,936,790
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	4%	₹555 Cr	22,166,702 ↑ 799,446
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹544 Cr	4,577,395
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹523 Cr	1,186,438 ↑ 53,285
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	4%	₹506 Cr	5,241,044
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹483 Cr	16,854,973
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	4%	₹472 Cr	5,164,015

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 (₹7,789 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.29% (lower mid).
3Y return: 22.49% (upper mid).
1Y return: 9.08% (top quartile).
Alpha: 9.08 (top quartile).
Sharpe: 0.61 (top quartile).
Information ratio: 0.84 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding BSE Ltd (~5.4%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (08 Jul 26)	₹330.4 ↓ -4.91 (-1.46 %)
Net Assets (Cr)	₹7,789 on 31 May 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.61
Information Ratio	0.84
Alpha Ratio	9.08
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
30 Jun 21	₹10,000
30 Jun 22	₹9,945
30 Jun 23	₹12,113
30 Jun 24	₹19,582
30 Jun 25	₹20,792
30 Jun 26	₹22,997

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 Jul 26

Duration	Returns
1 Month	1.8%
3 Month	6.7%
6 Month	5.5%
1 Year	9.1%
3 Year	22.5%
5 Year	17.3%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.1%
2023	27%
2022	32.8%
2021	3.1%
2020	44.8%
2019	19.1%
2018	-0.6%
2017	-10.8%
2016	42.9%
2015	4.8%

Fund Manager information for ICICI Prudential MidCap Fund

Name	Since	Tenure
Lalit Kumar	1 Jul 22	4 Yr.
Sharmila D’mello	31 Jul 22	3.92 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	24.42%
Basic Materials	23.1%
Financial Services	22.87%
Consumer Cyclical	12.8%
Real Estate	5.16%
Energy	3.68%
Health Care	1.75%
Communication Services	1.44%
Technology	1.09%
Utility	0.02%

Asset Allocation

Asset Class	Value
Cash	2.09%
Equity	97.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	5%	₹420 Cr	1,011,840
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	5%	₹366 Cr	1,239,860
Apar Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| APARINDS	5%	₹359 Cr	273,711 ↑ 10,000
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| JINDALSTEL	4%	₹336 Cr	2,786,470
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Mar 26 \| HINDPETRO	4%	₹287 Cr	7,283,739 ↑ 950,000
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| MUTHOOTFIN	4%	₹276 Cr	824,501
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	3%	₹263 Cr	1,437,425 ↑ 12,229
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹240 Cr	1,408,585
KEI Industries Ltd (Industrials) Equity, Since 30 Apr 24 \| KEI	3%	₹230 Cr	437,075 ↑ 18,483
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 May 23 \| BHARATFORG	3%	₹230 Cr	1,174,895

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 (₹16,849 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.25% (upper mid).
3Y return: 22.10% (upper mid).
1Y return: 3.20% (bottom quartile).
Alpha: 0.35 (upper mid).
Sharpe: 0.19 (lower mid).
Information ratio: 0.30 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Multi Commodity Exchange of India Ltd (~3.0%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (08 Jul 26)	₹106.03 ↓ -1.81 (-1.68 %)
Net Assets (Cr)	₹16,849 on 31 May 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	0.19
Information Ratio	0.3
Alpha Ratio	0.35
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
30 Jun 21	₹10,000
30 Jun 22	₹9,936
30 Jun 23	₹12,970
30 Jun 24	₹20,548
30 Jun 25	₹22,969
30 Jun 26	₹23,735

Edelweiss 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 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 Jul 26

Duration	Returns
1 Month	3%
3 Month	7.9%
6 Month	2.2%
1 Year	3.2%
3 Year	22.1%
5 Year	18.3%
10 Year
15 Year
Since launch	13.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.8%
2023	38.9%
2022	38.4%
2021	2.4%
2020	50.3%
2019	26.4%
2018	5.2%
2017	-15.7%
2016	52.3%
2015	2.5%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	1.71 Yr.
Trideep Bhattacharya	1 Oct 21	4.75 Yr.
Raj Koradia	1 Aug 24	1.91 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	27.76%
Industrials	16.13%
Consumer Cyclical	11.71%
Basic Materials	10.96%
Health Care	8.98%
Technology	5.53%
Consumer Defensive	4.76%
Utility	3.24%
Communication Services	3.08%
Real Estate	2.12%
Energy	1.79%

Asset Allocation

Asset Class	Value
Cash	3.94%
Equity	96.06%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹511 Cr	1,730,477 ↑ 43,058
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	3%	₹496 Cr	1,196,328 ↑ 36,706
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹488 Cr	16,902,169 ↑ 912,401
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹376 Cr	4,052,573 ↑ 470,404
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	2%	₹374 Cr	4,556,846 ↑ 139,814
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹361 Cr	197,647 ↑ 6,064
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Mar 26 \| BHEL	2%	₹337 Cr	8,077,656 ↑ 247,841
JSW Energy Ltd (Utilities) Equity, Since 30 Apr 26 \| JSWENERGY	2%	₹321 Cr	5,395,645 ↑ 2,490,497
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| INDIANB	2%	₹278 Cr	3,338,157 ↑ 102,422
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹275 Cr	1,937,427

4. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

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

Research Highlights for Sundaram Mid Cap Fund

Lower mid AUM (₹13,687 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.72% (lower mid).
3Y return: 20.50% (lower mid).
1Y return: 4.76% (lower mid).
Alpha: -0.11 (bottom quartile).
Sharpe: 0.17 (bottom quartile).
Information ratio: 0.23 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding GE Vernova T&D India Ltd (~3.4%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (08 Jul 26)	₹1,452.96 ↓ -24.11 (-1.63 %)
Net Assets (Cr)	₹13,687 on 31 May 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.17
Information Ratio	0.23
Alpha Ratio	-0.11
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
30 Jun 21	₹10,000
30 Jun 22	₹9,952
30 Jun 23	₹12,988
30 Jun 24	₹20,155
30 Jun 25	₹21,973
30 Jun 26	₹23,117

Sundaram 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 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 Jul 26

Duration	Returns
1 Month	3.5%
3 Month	6.9%
6 Month	2%
1 Year	4.8%
3 Year	20.5%
5 Year	17.7%
10 Year
15 Year
Since launch	23.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.1%
2023	32%
2022	40.4%
2021	4.8%
2020	37.5%
2019	11.8%
2018	-0.3%
2017	-15.4%
2016	40.8%
2015	11.3%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	5.35 Yr.
Shalav Saket	31 Dec 25	0.5 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	21.92%
Industrials	19.24%
Consumer Cyclical	14.17%
Health Care	9.9%
Basic Materials	8.55%
Technology	8.5%
Consumer Defensive	5.02%
Real Estate	3.11%
Utility	3.02%
Communication Services	1.96%
Energy	1.38%

Asset Allocation

Asset Class	Value
Cash	3.22%
Equity	96.76%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹463 Cr	900,000 ↓ -100,000
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	3%	₹441 Cr	750,000 ↓ -100,000
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹392 Cr	945,165
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹349 Cr	11,498,475
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 16 \| MFSL	2%	₹302 Cr	1,805,000 ↑ 130,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹300 Cr	10,399,688
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	2%	₹288 Cr	1,642,029
Suzlon Energy Ltd (Industrials) Equity, Since 31 Jul 24 \| SUZLON	2%	₹287 Cr	50,302,475 ↑ 11,730,000
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹273 Cr	38,278,844
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| MARICO	2%	₹271 Cr	3,300,000 ↓ -95,879

5. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Research Highlights for Kotak Emerging Equity Scheme

Upper mid AUM (₹64,749 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.92% (bottom quartile).
3Y return: 19.42% (lower mid).
1Y return: 4.80% (lower mid).
Alpha: 0.18 (lower mid).
Sharpe: 0.18 (lower mid).
Information ratio: -0.33 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding GE Vernova T&D India Ltd (~4.2%).

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme Growth
Launch Date	30 Mar 07
NAV (08 Jul 26)	₹143.042 ↓ -2.93 (-2.01 %)
Net Assets (Cr)	₹64,749 on 31 May 26
Category	Equity - Mid Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	0.18
Information Ratio	-0.33
Alpha Ratio	0.18
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹10,094
30 Jun 23	₹12,926
30 Jun 24	₹19,496
30 Jun 25	₹21,053
30 Jun 26	₹22,123

Kotak Emerging Equity Scheme 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 Kotak Emerging Equity Scheme

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

Duration	Returns
1 Month	4.3%
3 Month	9.5%
6 Month	4.9%
1 Year	4.8%
3 Year	19.4%
5 Year	16.9%
10 Year
15 Year
Since launch	14.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1.8%
2023	33.6%
2022	31.5%
2021	5.1%
2020	47.3%
2019	21.9%
2018	8.9%
2017	-11.7%
2016	43%
2015	10.4%

Fund Manager information for Kotak Emerging Equity Scheme

Name	Since	Tenure
Atul Bhole	22 Jan 24	2.44 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	27.05%
Consumer Cyclical	15.02%
Industrials	14.97%
Health Care	13.67%
Basic Materials	11.26%
Technology	9.35%
Real Estate	2.05%
Communication Services	1.76%
Consumer Defensive	1.55%
Energy	1.41%

Asset Allocation

Asset Class	Value
Cash	1.67%
Equity	98.32%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Nov 24 \| GVT&D	4%	₹2,731 Cr	5,304,673 ↓ -1,657,603
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 24 \| FORTIS	4%	₹2,609 Cr	28,097,817
KEI Industries Ltd (Industrials) Equity, Since 31 Oct 24 \| KEI	3%	₹1,930 Cr	3,664,181 ↓ -879
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| IPCALAB	3%	₹1,882 Cr	12,348,047
Mphasis Ltd (Technology) Equity, Since 31 Jan 24 \| MPHASIS	3%	₹1,803 Cr	7,939,467
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Dec 24 \| VMM	3%	₹1,731 Cr	142,154,960 ↑ 20,607,923
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Jul 11 \| SOLARINDS	3%	₹1,649 Cr	903,554 ↓ -90,344
Indian Bank (Financial Services) Equity, Since 30 Jun 25 \| INDIANB	2%	₹1,536 Cr	18,438,497 ↑ 200,000
L&T Finance Ltd (Financial Services) Equity, Since 31 Aug 25 \| LTF	2%	₹1,472 Cr	51,348,952 ↑ 4,779,554
Apar Industries Ltd (Industrials) Equity, Since 30 Sep 24 \| APARINDS	2%	₹1,435 Cr	1,093,749 ↓ -27,843

6. HDFC Mid-Cap Opportunities Fund

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

Research Highlights for HDFC Mid-Cap Opportunities Fund

Highest AUM (₹97,350 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.54% (upper mid).
3Y return: 19.36% (bottom quartile).
1Y return: 3.55% (bottom quartile).
Alpha: -0.97 (bottom quartile).
Sharpe: 0.12 (bottom quartile).
Information ratio: -0.04 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Max Financial Services Ltd (~4.5%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (08 Jul 26)	₹204.506 ↓ -4.09 (-1.96 %)
Net Assets (Cr)	₹97,350 on 31 May 26
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.12
Information Ratio	-0.04
Alpha Ratio	-0.97
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
30 Jun 21	₹10,000
30 Jun 22	₹10,114
30 Jun 23	₹14,405
30 Jun 24	₹21,731
30 Jun 25	₹23,804
30 Jun 26	₹24,782

HDFC Mid-Cap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for HDFC Mid-Cap Opportunities Fund

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

Duration	Returns
1 Month	3.9%
3 Month	6.4%
6 Month	1%
1 Year	3.6%
3 Year	19.4%
5 Year	19.5%
10 Year
15 Year
Since launch	17.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.8%
2023	28.6%
2022	44.5%
2021	12.3%
2020	39.9%
2019	21.7%
2018	0.2%
2017	-11.2%
2016	41.7%
2015	11.3%

Fund Manager information for HDFC Mid-Cap Opportunities Fund

Name	Since	Tenure
Chirag Setalvad	25 Jun 07	19.03 Yr.
Dhruv Muchhal	22 Jun 23	3.03 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	26.65%
Consumer Cyclical	15.74%
Health Care	14.61%
Industrials	9.86%
Technology	8.19%
Consumer Defensive	6.97%
Basic Materials	4.63%
Communication Services	2.74%
Energy	2.25%
Utility	0.84%

Asset Allocation

Asset Class	Value
Cash	7.52%
Equity	92.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	4%	₹4,372 Cr	26,114,231
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	4%	₹3,908 Cr	39,687,347 ↑ 100,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,694 Cr	127,825,000
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,163 Cr	14,341,251 ↑ 74,849
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	3%	₹3,070 Cr	36,854,482
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹3,050 Cr	13,408,183
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹3,008 Cr	32,401,862
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,759 Cr	18,096,628
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| VMM	3%	₹2,754 Cr	226,155,581
Cummins India Ltd (Industrials) Equity, Since 31 May 15 \| CUMMINSIND	3%	₹2,645 Cr	4,498,204

7. BNP Paribas Mid Cap Fund

The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

Research Highlights for BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,461 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 15.33% (bottom quartile).
3Y return: 18.44% (bottom quartile).
1Y return: 7.48% (upper mid).
Alpha: 2.64 (upper mid).
Sharpe: 0.34 (upper mid).
Information ratio: -0.33 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding GE Vernova T&D India Ltd (~3.7%).

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund Growth
Launch Date	2 May 06
NAV (08 Jul 26)	₹109.167 ↓ -1.43 (-1.30 %)
Net Assets (Cr)	₹2,461 on 31 May 26
Category	Equity - Mid Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	0.34
Information Ratio	-0.33
Alpha Ratio	2.64
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹9,871
30 Jun 23	₹12,323
30 Jun 24	₹18,874
30 Jun 25	₹19,294
30 Jun 26	₹20,879

BNP Paribas 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 BNP Paribas 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 Jul 26

Duration	Returns
1 Month	3.4%
3 Month	8%
6 Month	4.5%
1 Year	7.5%
3 Year	18.4%
5 Year	15.3%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.5%
2023	28.5%
2022	32.6%
2021	4.7%
2020	41.5%
2019	23.1%
2018	5.2%
2017	-17.5%
2016	49%
2015	-1.2%

Fund Manager information for BNP Paribas Mid Cap Fund

Name	Since	Tenure
Rohan Korde	1 May 26	0.17 Yr.
Himanshu Singh	21 Oct 24	1.69 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	24.69%
Industrials	17.63%
Consumer Cyclical	15.09%
Basic Materials	12.07%
Health Care	11.9%
Technology	6.14%
Real Estate	2.44%
Consumer Defensive	2.19%
Energy	1.92%
Utility	1.91%
Communication Services	1.12%

Asset Allocation

Asset Class	Value
Cash	2.87%
Equity	97.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	4%	₹90 Cr	175,000 ↓ -50,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Jan 24 \| BHEL	3%	₹83 Cr	2,000,000
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 31 Dec 22 \| POWERINDIA	3%	₹81 Cr	21,105 ↓ -2,350
BSE Ltd (Financial Services) Equity, Since 30 Nov 25 \| BSE	3%	₹70 Cr	168,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Apr 23 \| NAVINFLUOR	3%	₹65 Cr	90,608 ↓ -5,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| INDIANB	3%	₹62 Cr	740,000
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 23 \| 543390	2%	₹59 Cr	348,500 ↑ 33,500
The Federal Bank Ltd (Financial Services) Equity, Since 31 Jul 16 \| FEDERALBNK	2%	₹58 Cr	2,000,000
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 31 Oct 25 \| 543349	2%	₹53 Cr	170,466
National Aluminium Co Ltd (Basic Materials) Equity, Since 30 Apr 24 \| NATIONALUM	2%	₹51 Cr	1,200,000

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.