+91-22-489139097 Best Mid & Small Cap Funds for SIP Investment 2025
Mid cap and Small cap funds are a type of equity Mutual Fund that invests in stocks of companies that have a potential to be the future leaders. These funds are known for their potential deliveries in a long term period. mid cap funds invest in companies which have a Market capitalization (MC= no of shares issued by the company X market price per share) of INR 500 Cr to INR 1000 Cr. And, small caps are typically defined as firms with a market cap of around INR 500 Crore. Though, mid and small cap funds carry higher risk than large cap, these companies, if managed well, can turn into big companies in the long-run. Investors planning to invest in these funds are advised to invest via a SIP. SIP or Systematic Investment plan is the most effective way of Investing in Equity Funds. A SIP is usually a monthly or a quarterly investment that happens automatically on a pre-decided date. Due to its investment process, it can prevent from the pitfalls of equity investments. SIPs are also a great tool to make investing become a habit. So, here are the best mid and small cap funds for SIP investment to invest 2025 – 2026.
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Best Performing Mid Cap and Small Cap Funds for SIP FY 25 - 26
The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Midcap 30 Fund Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies. Research Highlights for HDFC Mid-Cap Opportunities Fund Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Research Highlights for HDFC Small Cap Fund Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on The 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 Below is the key information for Kotak Emerging Equity Scheme Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India Mid Cap Fund Growth ₹182.99
↑ 0.77 ₹8,062 500 1.5 25.9 7.7 27.6 27.9 43.1 Motilal Oswal Midcap 30 Fund Growth ₹104.117
↑ 0.45 ₹34,780 500 1.2 20 -3.4 26 33.3 57.1 HDFC Mid-Cap Opportunities Fund Growth ₹197.07
↑ 0.72 ₹83,105 300 0.2 20.1 3.3 25.7 29.3 28.6 Edelweiss Mid Cap Fund Growth ₹101.641
↑ 0.06 ₹11,297 500 -0.3 18.9 0.5 24.3 29.1 38.9 Sundaram Mid Cap Fund Growth ₹1,405.23
↑ 2.27 ₹12,501 100 1.4 18.9 0.5 23.5 26.6 32 HDFC Small Cap Fund Growth ₹141.875
↑ 0.59 ₹36,294 300 -0.4 22.8 0.9 22.6 29.9 20.4 Kotak Emerging Equity Scheme Growth ₹139.214
↓ -0.02 ₹56,988 1,000 2.2 25.1 3.6 22.4 27.5 33.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Oct 25 Research Highlights & Commentary of 7 Funds showcased
Commentary Invesco India Mid Cap Fund Motilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund HDFC Small Cap Fund Kotak Emerging Equity Scheme Point 1 Bottom quartile AUM (₹8,062 Cr). Lower mid AUM (₹34,780 Cr). Highest AUM (₹83,105 Cr). Bottom quartile AUM (₹11,297 Cr). Lower mid AUM (₹12,501 Cr). Upper mid AUM (₹36,294 Cr). Upper mid AUM (₹56,988 Cr). Point 2 Established history (18+ yrs). Established history (11+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (23 yrs). Established history (17+ yrs). Established history (18+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 27.93% (lower mid). 5Y return: 33.28% (top quartile). 5Y return: 29.31% (upper mid). 5Y return: 29.14% (lower mid). 5Y return: 26.59% (bottom quartile). 5Y return: 29.87% (upper mid). 5Y return: 27.55% (bottom quartile). Point 6 3Y return: 27.56% (top quartile). 3Y return: 25.99% (upper mid). 3Y return: 25.73% (upper mid). 3Y return: 24.33% (lower mid). 3Y return: 23.45% (lower mid). 3Y return: 22.59% (bottom quartile). 3Y return: 22.44% (bottom quartile). Point 7 1Y return: 7.72% (top quartile). 1Y return: -3.40% (bottom quartile). 1Y return: 3.35% (upper mid). 1Y return: 0.52% (lower mid). 1Y return: 0.46% (bottom quartile). 1Y return: 0.86% (lower mid). 1Y return: 3.63% (upper mid). Point 8 Alpha: 0.00 (bottom quartile). Alpha: 4.99 (upper mid). Alpha: 3.39 (lower mid). Alpha: 3.95 (upper mid). Alpha: 2.99 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 5.63 (top quartile). Point 9 Sharpe: 0.14 (top quartile). Sharpe: -0.18 (upper mid). Sharpe: -0.28 (lower mid). Sharpe: -0.28 (lower mid). Sharpe: -0.33 (bottom quartile). Sharpe: -0.33 (bottom quartile). Sharpe: -0.21 (upper mid). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.57 (upper mid). Information ratio: 0.88 (top quartile). Information ratio: 0.39 (upper mid). Information ratio: 0.22 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.12 (bottom quartile). Invesco India Mid Cap Fund
Motilal Oswal Midcap 30 Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
HDFC Small Cap Fund
Kotak Emerging Equity Scheme
Assets >= 500 Crore & Sorted based on 3 Year CAGR Return.
1. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (10 Oct 25) ₹182.99 ↑ 0.77 (0.42 %) Net Assets (Cr) ₹8,062 on 31 Aug 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.14 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 25 Duration Returns 1 Month 0.7% 3 Month 1.5% 6 Month 25.9% 1 Year 7.7% 3 Year 27.6% 5 Year 27.9% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Data below for Invesco India Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (10 Oct 25) ₹104.117 ↑ 0.45 (0.44 %) Net Assets (Cr) ₹34,780 on 31 Aug 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.18 Information Ratio 0.57 Alpha Ratio 4.99 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 25 Duration Returns 1 Month -0.8% 3 Month 1.2% 6 Month 20% 1 Year -3.4% 3 Year 26% 5 Year 33.3% 10 Year 15 Year Since launch 22.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 57.1% 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Data below for Motilal Oswal Midcap 30 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (10 Oct 25) ₹197.07 ↑ 0.72 (0.36 %) Net Assets (Cr) ₹83,105 on 31 Aug 25 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio -0.28 Information Ratio 0.88 Alpha Ratio 3.39 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 25 Duration Returns 1 Month 1% 3 Month 0.2% 6 Month 20.1% 1 Year 3.3% 3 Year 25.7% 5 Year 29.3% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.6% 2023 44.5% 2022 12.3% 2021 39.9% 2020 21.7% 2019 0.2% 2018 -11.2% 2017 41.7% 2016 11.3% 2015 5.8% Fund Manager information for HDFC Mid-Cap Opportunities Fund
Name Since Tenure Data below for HDFC Mid-Cap Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (10 Oct 25) ₹101.641 ↑ 0.06 (0.06 %) Net Assets (Cr) ₹11,297 on 31 Aug 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.28 Information Ratio 0.39 Alpha Ratio 3.95 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 25 Duration Returns 1 Month 0.2% 3 Month -0.3% 6 Month 18.9% 1 Year 0.5% 3 Year 24.3% 5 Year 29.1% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 38.9% 2023 38.4% 2022 2.4% 2021 50.3% 2020 26.4% 2019 5.2% 2018 -15.7% 2017 52.3% 2016 2.5% 2015 9.4% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Data below for Edelweiss Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (10 Oct 25) ₹1,405.23 ↑ 2.27 (0.16 %) Net Assets (Cr) ₹12,501 on 31 Aug 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.33 Information Ratio 0.22 Alpha Ratio 2.99 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 25 Duration Returns 1 Month 0.8% 3 Month 1.4% 6 Month 18.9% 1 Year 0.5% 3 Year 23.5% 5 Year 26.6% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure Data below for Sundaram Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (10 Oct 25) ₹141.875 ↑ 0.59 (0.42 %) Net Assets (Cr) ₹36,294 on 31 Aug 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.33 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 25 Duration Returns 1 Month -1% 3 Month -0.4% 6 Month 22.8% 1 Year 0.9% 3 Year 22.6% 5 Year 29.9% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Data below for HDFC Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Kotak Emerging Equity Scheme
Kotak Emerging Equity Scheme
Growth Launch Date 30 Mar 07 NAV (10 Oct 25) ₹139.214 ↓ -0.02 (-0.01 %) Net Assets (Cr) ₹56,988 on 31 Aug 25 Category Equity - Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.21 Information Ratio -0.12 Alpha Ratio 5.63 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 Returns for Kotak Emerging Equity Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Oct 25 Duration Returns 1 Month 1.5% 3 Month 2.2% 6 Month 25.1% 1 Year 3.6% 3 Year 22.4% 5 Year 27.5% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 33.6% 2023 31.5% 2022 5.1% 2021 47.3% 2020 21.9% 2019 8.9% 2018 -11.7% 2017 43% 2016 10.4% 2015 8.4% Fund Manager information for Kotak Emerging Equity Scheme
Name Since Tenure Data below for Kotak Emerging Equity Scheme as on 31 Aug 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for Invesco India Mid Cap Fund