7 Best Mid & Small Cap Funds for SIP Investment 2026

Updated on April 16, 2026 , 45128 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	₹178.97 ↑ 2.18	₹10,772	500	0.1	-3.5	15.8	26.7	21.5	6.3
ICICI Prudential MidCap Fund Growth	₹327.9 ↑ 4.57	₹7,280	100	5.3	7.3	27.3	26.7	21.1	11.1
Edelweiss Mid Cap Fund Growth	₹102.909 ↑ 1.20	₹14,355	500	0.1	0.5	13	25.7	21.3	3.8
Sundaram Mid Cap Fund Growth	₹1,419.1 ↑ 16.94	₹13,235	100	1	0.3	13.6	24.8	20.1	4.1
HDFC Mid-Cap Opportunities Fund Growth	₹198.885 ↑ 1.66	₹94,257	300	-1.7	0.6	14.2	24.7	22.1	6.8
Motilal Oswal Midcap 30 Fund Growth	₹92.7609 ↑ 0.44	₹33,689	500	-4.8	-11.4	2.1	22.5	23.9	-12.1
Kotak Emerging Equity Scheme Growth	₹137.764 ↑ 1.48	₹61,694	1,000	2.7	-0.9	16.4	22.1	19.1	1.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Apr 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	HDFC Mid-Cap Opportunities Fund	Motilal Oswal Midcap 30 Fund	Kotak Emerging Equity Scheme
Point 1	Bottom quartile AUM (₹10,772 Cr).	Bottom quartile AUM (₹7,280 Cr).	Lower mid AUM (₹14,355 Cr).	Lower mid AUM (₹13,235 Cr).	Highest AUM (₹94,257 Cr).	Upper mid AUM (₹33,689 Cr).	Upper mid AUM (₹61,694 Cr).
Point 2	Established history (19+ yrs).	Established history (21+ yrs).	Established history (18+ yrs).	Oldest track record among peers (23 yrs).	Established history (18+ yrs).	Established history (12+ yrs).	Established history (19+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Top rated.	Rating: 3★ (lower mid).	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: 21.49% (upper mid).	5Y return: 21.11% (lower mid).	5Y return: 21.25% (lower mid).	5Y return: 20.14% (bottom quartile).	5Y return: 22.13% (upper mid).	5Y return: 23.90% (top quartile).	5Y return: 19.11% (bottom quartile).
Point 6	3Y return: 26.69% (top quartile).	3Y return: 26.68% (upper mid).	3Y return: 25.72% (upper mid).	3Y return: 24.83% (lower mid).	3Y return: 24.67% (lower mid).	3Y return: 22.52% (bottom quartile).	3Y return: 22.09% (bottom quartile).
Point 7	1Y return: 15.79% (upper mid).	1Y return: 27.27% (top quartile).	1Y return: 12.95% (bottom quartile).	1Y return: 13.58% (lower mid).	1Y return: 14.23% (lower mid).	1Y return: 2.06% (bottom quartile).	1Y return: 16.43% (upper mid).
Point 8	Alpha: 0.00 (bottom quartile).	Alpha: 7.09 (top quartile).	Alpha: 1.12 (lower mid).	Alpha: 2.64 (lower mid).	Alpha: 3.83 (upper mid).	Alpha: -20.09 (bottom quartile).	Alpha: 3.15 (upper mid).
Point 9	Sharpe: 1.21 (bottom quartile).	Sharpe: 1.77 (top quartile).	Sharpe: 1.33 (lower mid).	Sharpe: 1.49 (upper mid).	Sharpe: 1.65 (upper mid).	Sharpe: -0.29 (bottom quartile).	Sharpe: 1.43 (lower mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.34 (upper mid).	Information ratio: 0.33 (upper mid).	Information ratio: 0.16 (lower mid).	Information ratio: 0.45 (top quartile).	Information ratio: -0.36 (bottom quartile).	Information ratio: -0.48 (bottom quartile).

Invesco India Mid Cap Fund

Bottom quartile AUM (₹10,772 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.49% (upper mid).
3Y return: 26.69% (top quartile).
1Y return: 15.79% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.21 (bottom quartile).
Information ratio: 0.00 (lower mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,280 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.11% (lower mid).
3Y return: 26.68% (upper mid).
1Y return: 27.27% (top quartile).
Alpha: 7.09 (top quartile).
Sharpe: 1.77 (top quartile).
Information ratio: 0.34 (upper mid).

Edelweiss Mid Cap Fund

Lower mid AUM (₹14,355 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.25% (lower mid).
3Y return: 25.72% (upper mid).
1Y return: 12.95% (bottom quartile).
Alpha: 1.12 (lower mid).
Sharpe: 1.33 (lower mid).
Information ratio: 0.33 (upper mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹13,235 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.14% (bottom quartile).
3Y return: 24.83% (lower mid).
1Y return: 13.58% (lower mid).
Alpha: 2.64 (lower mid).
Sharpe: 1.49 (upper mid).
Information ratio: 0.16 (lower mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹94,257 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 22.13% (upper mid).
3Y return: 24.67% (lower mid).
1Y return: 14.23% (lower mid).
Alpha: 3.83 (upper mid).
Sharpe: 1.65 (upper mid).
Information ratio: 0.45 (top quartile).

Motilal Oswal Midcap 30 Fund

Upper mid AUM (₹33,689 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.90% (top quartile).
3Y return: 22.52% (bottom quartile).
1Y return: 2.06% (bottom quartile).
Alpha: -20.09 (bottom quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: -0.36 (bottom quartile).

Kotak Emerging Equity Scheme

Upper mid AUM (₹61,694 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.11% (bottom quartile).
3Y return: 22.09% (bottom quartile).
1Y return: 16.43% (upper mid).
Alpha: 3.15 (upper mid).
Sharpe: 1.43 (lower mid).
Information ratio: -0.48 (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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Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
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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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

Bottom quartile AUM (₹10,772 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.49% (upper mid).
3Y return: 26.69% (top quartile).
1Y return: 15.79% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 1.21 (bottom quartile).
Information ratio: 0.00 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding The Federal Bank Ltd (~5.8%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (17 Apr 26)	₹178.97 ↑ 2.18 (1.23 %)
Net Assets (Cr)	₹10,772 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	1.21
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
31 Mar 21	₹10,000
31 Mar 22	₹12,350
31 Mar 23	₹12,332
31 Mar 24	₹18,622
31 Mar 25	₹22,070
31 Mar 26	₹22,580

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 17 Apr 26

Duration	Returns
1 Month	8.5%
3 Month	0.1%
6 Month	-3.5%
1 Year	15.8%
3 Year	26.7%
5 Year	21.5%
10 Year
15 Year
Since launch	16.4%

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	2.39 Yr.

Data below for Invesco India Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	33.55%
Health Care	19.72%
Consumer Cyclical	16.61%
Industrials	12.41%
Real Estate	7.61%
Technology	4.97%
Basic Materials	4.17%

Asset Allocation

Asset Class	Value
Cash	0.97%
Equity	99.03%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹579 Cr	22,304,132
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	5%	₹510 Cr	1,899,237
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	5%	₹500 Cr	5,936,790
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	5%	₹471 Cr	4,184,252 ↑ 318,653
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	5%	₹459 Cr	4,774,196
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	4%	₹426 Cr	16,397,045
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹411 Cr	1,043,041 ↑ 147,708
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| 533519	4%	₹405 Cr	16,854,973
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532296	4%	₹397 Cr	1,864,031
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹387 Cr	4,030,589 ↑ 146,776

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 (₹7,280 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.11% (lower mid).
3Y return: 26.68% (upper mid).
1Y return: 27.27% (top quartile).
Alpha: 7.09 (top quartile).
Sharpe: 1.77 (top quartile).
Information ratio: 0.34 (upper mid).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Jindal Steel Ltd (~4.7%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (17 Apr 26)	₹327.9 ↑ 4.57 (1.41 %)
Net Assets (Cr)	₹7,280 on 28 Feb 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	1.77
Information Ratio	0.34
Alpha Ratio	7.09
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 Mar 21	₹10,000
31 Mar 22	₹12,479
31 Mar 23	₹12,395
31 Mar 24	₹18,919
31 Mar 25	₹20,400
31 Mar 26	₹22,665

ICICI Prudential MidCap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 17 Apr 26

Duration	Returns
1 Month	8.6%
3 Month	5.3%
6 Month	7.3%
1 Year	27.3%
3 Year	26.7%
5 Year	21.1%
10 Year
15 Year
Since launch	17.7%

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	3.75 Yr.
Sharmila D’mello	31 Jul 22	3.67 Yr.

Data below for ICICI Prudential MidCap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Basic Materials	26.3%
Industrials	22.93%
Financial Services	21.52%
Consumer Cyclical	12.4%
Communication Services	6.07%
Real Estate	5.07%
Energy	2.47%
Health Care	1.01%
Technology	0.47%
Utility	0.14%

Asset Allocation

Asset Class	Value
Cash	1.63%
Equity	98.37%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 532286	5%	₹310 Cr	2,786,470
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	5%	₹296 Cr	1,239,860
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹276 Cr	1,425,196
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹272 Cr	1,011,840
Apar Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| APARINDS	4%	₹261 Cr	263,711
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	4%	₹261 Cr	824,501
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹221 Cr	3,106,731
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	3%	₹208 Cr	1,376,584
Vedanta Ltd (Basic Materials) Equity, Since 31 Aug 24 \| 500295	3%	₹205 Cr	3,128,459
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹201 Cr	1,408,585

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

Lower mid AUM (₹14,355 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.25% (lower mid).
3Y return: 25.72% (upper mid).
1Y return: 12.95% (bottom quartile).
Alpha: 1.12 (lower mid).
Sharpe: 1.33 (lower mid).
Information ratio: 0.33 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding The Federal Bank Ltd (~3.0%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (17 Apr 26)	₹102.909 ↑ 1.20 (1.18 %)
Net Assets (Cr)	₹14,355 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	1.33
Information Ratio	0.33
Alpha Ratio	1.12
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 Mar 21	₹10,000
31 Mar 22	₹12,566
31 Mar 23	₹12,920
31 Mar 24	₹19,379
31 Mar 25	₹22,786
31 Mar 26	₹23,346

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 17 Apr 26

Duration	Returns
1 Month	6.8%
3 Month	0.1%
6 Month	0.5%
1 Year	13%
3 Year	25.7%
5 Year	21.3%
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	1.46 Yr.
Trideep Bhattacharya	1 Oct 21	4.5 Yr.
Raj Koradia	1 Aug 24	1.66 Yr.

Data below for Edelweiss Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	27.89%
Industrials	14.27%
Consumer Cyclical	12.93%
Basic Materials	10.8%
Health Care	8.2%
Technology	5.82%
Consumer Defensive	4.86%
Communication Services	3.08%
Energy	2.82%
Real Estate	2.07%
Utility	1.47%

Asset Allocation

Asset Class	Value
Cash	5.79%
Equity	94.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹400 Cr	15,420,551 ↑ 4,260,828
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹328 Cr	1,372,945
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹325 Cr	4,417,032
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| 540611	2%	₹282 Cr	3,350,484 ↑ 507,903
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹275 Cr	3,454,648
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	2%	₹269 Cr	5,661,327
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| 532814	2%	₹264 Cr	3,120,547
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Jun 22 \| APLAPOLLO	2%	₹247 Cr	1,276,129 ↓ -10,399
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹247 Cr	918,671
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	2%	₹238 Cr	488,766

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 (₹13,235 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.14% (bottom quartile).
3Y return: 24.83% (lower mid).
1Y return: 13.58% (lower mid).
Alpha: 2.64 (lower mid).
Sharpe: 1.49 (upper mid).
Information ratio: 0.16 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Cummins India Ltd (~4.0%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (17 Apr 26)	₹1,419.1 ↑ 16.94 (1.21 %)
Net Assets (Cr)	₹13,235 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	1.49
Information Ratio	0.16
Alpha Ratio	2.64
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 Mar 21	₹10,000
31 Mar 22	₹12,106
31 Mar 23	₹12,410
31 Mar 24	₹19,105
31 Mar 25	₹21,475
31 Mar 26	₹22,051

Sundaram Mid Cap 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 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 17 Apr 26

Duration	Returns
1 Month	7.8%
3 Month	1%
6 Month	0.3%
1 Year	13.6%
3 Year	24.8%
5 Year	20.1%
10 Year
15 Year
Since launch	23.2%

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	5.1 Yr.
Shalav Saket	31 Dec 25	0.25 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	19.57%
Industrials	17.16%
Consumer Cyclical	15.4%
Health Care	10.25%
Basic Materials	9.32%
Technology	7.53%
Consumer Defensive	6.07%
Real Estate	3.07%
Utility	2.99%
Communication Services	2.8%
Energy	1.77%

Asset Allocation

Asset Class	Value
Cash	4.07%
Equity	95.91%
Other	0.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	4%	₹482 Cr	1,070,000 ↓ -17,767
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹410 Cr	1,125,000 ↓ -36,757
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹329 Cr	11,498,475
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	3%	₹314 Cr	1,642,029 ↑ 40,290
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹270 Cr	10,399,688
Sundaram Liquid Dir Gr Investment Fund \| -	2%	₹256 Cr	1,053,586 ↑ 822,222
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	2%	₹254 Cr	945,165
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹253 Cr	6,735,835
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 531642	2%	₹250 Cr	3,395,879
Lupin Ltd (Healthcare) Equity, Since 31 Jan 23 \| 500257	2%	₹250 Cr	1,080,069 ↑ 30,000

5. 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 (₹94,257 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 22.13% (upper mid).
3Y return: 24.67% (lower mid).
1Y return: 14.23% (lower mid).
Alpha: 3.83 (upper mid).
Sharpe: 1.65 (upper mid).
Information ratio: 0.45 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Max Financial Services Ltd (~5.0%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (17 Apr 26)	₹198.885 ↑ 1.66 (0.84 %)
Net Assets (Cr)	₹94,257 on 28 Feb 26
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	1.65
Information Ratio	0.45
Alpha Ratio	3.83
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹12,367
31 Mar 23	₹13,588
31 Mar 24	₹21,362
31 Mar 25	₹23,636
31 Mar 26	₹24,558

HDFC Mid-Cap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 17 Apr 26

Duration	Returns
1 Month	6.7%
3 Month	-1.7%
6 Month	0.6%
1 Year	14.2%
3 Year	24.7%
5 Year	22.1%
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	18.78 Yr.
Dhruv Muchhal	22 Jun 23	2.78 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	28.67%
Consumer Cyclical	16.45%
Health Care	13.6%
Industrials	9.76%
Technology	7.74%
Consumer Defensive	6.96%
Basic Materials	5.12%
Energy	2.58%
Communication Services	2.42%
Utility	0.93%

Asset Allocation

Asset Class	Value
Cash	5.77%
Equity	94.23%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	5%	₹4,677 Cr	25,792,853
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,833 Cr	127,825,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	4%	₹3,766 Cr	39,301,056
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	4%	₹3,650 Cr	36,854,482
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,185 Cr	13,361,745 ↑ 137,445
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹2,912 Cr	30,887,194 ↑ 2,499,854
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,751 Cr	17,994,512
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹2,738 Cr	12,815,305 ↑ 139,865
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| VMM	3%	₹2,513 Cr	213,395,832 ↑ 39,978,023
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,436 Cr	55,530,830

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

Upper mid AUM (₹33,689 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.90% (top quartile).
3Y return: 22.52% (bottom quartile).
1Y return: 2.06% (bottom quartile).
Alpha: -20.09 (bottom quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: -0.36 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Kalyan Jewellers India Ltd (~7.4%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (17 Apr 26)	₹92.7609 ↑ 0.44 (0.48 %)
Net Assets (Cr)	₹33,689 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.29
Information Ratio	-0.36
Alpha Ratio	-20.09
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 Mar 21	₹10,000
31 Mar 22	₹13,822
31 Mar 23	₹15,204
31 Mar 24	₹24,380
31 Mar 25	₹28,513
31 Mar 26	₹24,841

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 17 Apr 26

Duration	Returns
1 Month	10.3%
3 Month	-4.8%
6 Month	-11.4%
1 Year	2.1%
3 Year	22.5%
5 Year	23.9%
10 Year
15 Year
Since launch	20.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-12.1%
2023	57.1%
2022	41.7%
2021	10.7%
2020	55.8%
2019	9.3%
2018	9.7%
2017	-12.7%
2016	30.8%
2015	5.2%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.19 Yr.
Swapnil Mayekar	18 Nov 25	0.37 Yr.
Ajay Khandelwal	1 Oct 24	1.5 Yr.
Ankit Agarwal	21 Jan 26	0.19 Yr.
Rakesh Shetty	22 Nov 22	3.36 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	28.92%
Technology	25.48%
Consumer Cyclical	16%
Industrials	11.4%
Communication Services	9.09%
Real Estate	3.05%
Health Care	2.06%

Asset Allocation

Asset Class	Value
Cash	4.01%
Equity	95.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	7%	₹2,309 Cr	61,413,395
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	7%	₹2,279 Cr	23,765,865 ↑ 320,767
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	6%	₹1,964 Cr	4,026,493 ↓ -383,233
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	6%	₹1,932 Cr	84,386,866 ↓ -3,087,032
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	6%	₹1,904 Cr	17,082,915 ↓ -209,085
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 25 \| BHARTIARTL	5%	₹1,690 Cr	9,483,812
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	5%	₹1,628 Cr	4,030,834 ↓ -132,222
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| 540691	5%	₹1,562 Cr	53,459,381 ↓ -2,000,000
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 31 Jan 26 \| GROWW	4%	₹1,303 Cr	86,768,516 ↑ 23,446,287
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jan 26 \| MCX	4%	₹1,269 Cr	5,309,458

7. 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 (₹61,694 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.11% (bottom quartile).
3Y return: 22.09% (bottom quartile).
1Y return: 16.43% (upper mid).
Alpha: 3.15 (upper mid).
Sharpe: 1.43 (lower mid).
Information ratio: -0.48 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding GE Vernova T&D India Ltd (~5.3%).

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme Growth
Launch Date	30 Mar 07
NAV (17 Apr 26)	₹137.764 ↑ 1.48 (1.08 %)
Net Assets (Cr)	₹61,694 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	1.43
Information Ratio	-0.48
Alpha Ratio	3.15
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
31 Mar 21	₹10,000
31 Mar 22	₹12,443
31 Mar 23	₹12,945
31 Mar 24	₹17,860
31 Mar 25	₹20,591
31 Mar 26	₹21,257

Kotak Emerging Equity Scheme 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 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 17 Apr 26

Duration	Returns
1 Month	8.5%
3 Month	2.7%
6 Month	-0.9%
1 Year	16.4%
3 Year	22.1%
5 Year	19.1%
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	2.19 Yr.

Data below for Kotak Emerging Equity Scheme as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	25.11%
Industrials	16.59%
Consumer Cyclical	14.68%
Health Care	13.46%
Basic Materials	11.97%
Technology	10.03%
Communication Services	2.01%
Real Estate	1.83%
Consumer Defensive	1.52%
Energy	1.36%

Asset Allocation

Asset Class	Value
Cash	0.58%
Equity	99.42%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Nov 24 \| 522275	5%	₹2,965 Cr	8,144,322
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532843	4%	₹2,211 Cr	27,809,880
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| 524494	3%	₹1,922 Cr	12,005,038
Mphasis Ltd (Technology) Equity, Since 31 Jan 24 \| 526299	3%	₹1,630 Cr	7,939,467 ↑ 168,372
KEI Industries Ltd (Industrials) Equity, Since 31 Oct 24 \| KEI	3%	₹1,480 Cr	3,665,060 ↑ 144,140
Indian Bank (Financial Services) Equity, Since 30 Jun 25 \| 532814	3%	₹1,475 Cr	17,438,497
Bharat Electronics Ltd (Industrials) Equity, Since 31 Dec 18 \| BEL	2%	₹1,346 Cr	33,587,745
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 20 \| JKCEMENT	2%	₹1,233 Cr	2,426,390
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Jul 11 \| SOLARINDS	2%	₹1,190 Cr	985,817
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Dec 24 \| VMM	2%	₹1,167 Cr	110,859,899

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.