+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 generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund 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 ₹184.61
↓ -1.76 ₹9,320 500 0.2 11.3 14.6 27.6 26.1 43.1 Motilal Oswal Midcap 30 Fund Growth ₹102.215
↓ -1.59 ₹37,501 500 -1.8 3.7 -1.8 26.3 30.2 57.1 HDFC Mid-Cap Opportunities Fund Growth ₹202.309
↓ -2.15 ₹89,383 300 4 8.4 11.6 26.1 27.4 28.6 Edelweiss Mid Cap Fund Growth ₹103.477
↓ -1.19 ₹12,647 500 1.6 6.9 8.2 25.3 26.9 38.9 Sundaram Mid Cap Fund Growth ₹1,431.38
↓ -16.41 ₹13,236 100 2.5 7.8 8.7 24.8 24.8 32 ICICI Prudential MidCap Fund Growth ₹309.9
↓ -4.10 ₹6,964 100 3.6 9.7 13.1 22.9 24.9 27 Franklin India Prima Fund Growth ₹2,803.83
↓ -24.52 ₹12,770 500 1.4 4.4 6.5 22.8 21.7 31.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Nov 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 ICICI Prudential MidCap Fund Franklin India Prima Fund Point 1 Bottom quartile AUM (₹9,320 Cr). Upper mid AUM (₹37,501 Cr). Highest AUM (₹89,383 Cr). Lower mid AUM (₹12,647 Cr). Upper mid AUM (₹13,236 Cr). Bottom quartile AUM (₹6,964 Cr). Lower mid AUM (₹12,770 Cr). Point 2 Established history (18+ yrs). Established history (11+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (23+ yrs). Established history (21+ yrs). Oldest track record among peers (31 yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower 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: 26.14% (lower mid). 5Y return: 30.15% (top quartile). 5Y return: 27.41% (upper mid). 5Y return: 26.94% (upper mid). 5Y return: 24.84% (bottom quartile). 5Y return: 24.90% (lower mid). 5Y return: 21.72% (bottom quartile). Point 6 3Y return: 27.64% (top quartile). 3Y return: 26.33% (upper mid). 3Y return: 26.08% (upper mid). 3Y return: 25.35% (lower mid). 3Y return: 24.80% (lower mid). 3Y return: 22.91% (bottom quartile). 3Y return: 22.83% (bottom quartile). Point 7 1Y return: 14.56% (top quartile). 1Y return: -1.76% (bottom quartile). 1Y return: 11.57% (upper mid). 1Y return: 8.23% (lower mid). 1Y return: 8.68% (lower mid). 1Y return: 13.14% (upper mid). 1Y return: 6.54% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: -4.22 (bottom quartile). Alpha: 1.17 (upper mid). Alpha: -0.23 (lower mid). Alpha: -0.05 (lower mid). Alpha: 2.69 (top quartile). Alpha: -2.98 (bottom quartile). Point 9 Sharpe: 0.43 (top quartile). Sharpe: -0.13 (bottom quartile). Sharpe: 0.15 (upper mid). Sharpe: 0.07 (lower mid). Sharpe: 0.08 (lower mid). Sharpe: 0.22 (upper mid). Sharpe: -0.09 (bottom quartile). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.20 (upper mid). Information ratio: 0.61 (top quartile). Information ratio: 0.18 (upper mid). Information ratio: 0.16 (lower mid). Information ratio: -0.29 (bottom quartile). Information ratio: -0.49 (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
ICICI Prudential MidCap Fund
Franklin India Prima Fund
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 (21 Nov 25) ₹184.61 ↓ -1.76 (-0.94 %) Net Assets (Cr) ₹9,320 on 31 Oct 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.43 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 20 ₹10,000 31 Oct 21 ₹16,521 31 Oct 22 ₹16,892 31 Oct 23 ₹19,784 31 Oct 24 ₹30,612 31 Oct 25 ₹34,834 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 25 Duration Returns 1 Month -1% 3 Month 0.2% 6 Month 11.3% 1 Year 14.6% 3 Year 27.6% 5 Year 26.1% 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 Aditya Khemani 9 Nov 23 1.9 Yr. Amit Ganatra 1 Sep 23 2.08 Yr. Data below for Invesco India Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 31.64% Health Care 18.35% Consumer Cyclical 17.8% Industrials 9.75% Technology 8.7% Real Estate 7.62% Basic Materials 4.47% Communication Services 1.35% Asset Allocation
Asset Class Value Cash 0.32% Equity 99.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹438 Cr 10,362,004
↑ 598,276 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5406115% ₹434 Cr 5,936,790
↑ 2,043,536 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹420 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹365 Cr 2,418,811
↑ 239,266 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹331 Cr 2,098,631
↑ 67,332 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5322964% ₹327 Cr 1,676,417 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹310 Cr 1,519,233 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹301 Cr 477,753
↑ 14,476 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA3% ₹289 Cr 2,201,928
↑ 412,603 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK3% ₹282 Cr 14,592,638 2. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (21 Nov 25) ₹102.215 ↓ -1.59 (-1.53 %) Net Assets (Cr) ₹37,501 on 31 Oct 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.13 Information Ratio 0.2 Alpha Ratio -4.22 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 20 ₹10,000 31 Oct 21 ₹17,165 31 Oct 22 ₹20,795 31 Oct 23 ₹24,620 31 Oct 24 ₹40,895 31 Oct 25 ₹41,318 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 25 Duration Returns 1 Month -2.5% 3 Month -1.8% 6 Month 3.7% 1 Year -1.8% 3 Year 26.3% 5 Year 30.2% 10 Year 15 Year Since launch 21.9% 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 Ajay Khandelwal 1 Oct 24 1 Yr. Niket Shah 1 Jul 20 5.25 Yr. Rakesh Shetty 22 Nov 22 2.86 Yr. Sunil Sawant 1 Jul 24 1.25 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Technology 35.03% Consumer Cyclical 23.94% Industrials 21.59% Communication Services 3.22% Financial Services 3.15% Real Estate 2.39% Health Care 1.69% Asset Allocation
Asset Class Value Cash 8.99% Equity 91.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON10% ₹3,326 Cr 2,037,521
↓ -62,478 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433209% ₹3,255 Cr 100,000,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE9% ₹3,142 Cr 19,750,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,894 Cr 6,000,000
↑ 500,000 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433968% ₹2,810 Cr 25,000,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL8% ₹2,726 Cr 60,000,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002517% ₹2,339 Cr 4,999,694
↓ -1,000,306 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB7% ₹2,295 Cr 3,150,000
↑ 100,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES5% ₹1,657 Cr 2,350,000
↑ 250,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI5% ₹1,625 Cr 4,000,000
↑ 250,000 3. HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (21 Nov 25) ₹202.309 ↓ -2.15 (-1.05 %) Net Assets (Cr) ₹89,383 on 31 Oct 25 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 0.15 Information Ratio 0.61 Alpha Ratio 1.17 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 Oct 20 ₹10,000 31 Oct 21 ₹16,752 31 Oct 22 ₹18,431 31 Oct 23 ₹23,569 31 Oct 24 ₹34,201 31 Oct 25 ₹36,805 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 25 Duration Returns 1 Month 1.4% 3 Month 4% 6 Month 8.4% 1 Year 11.6% 3 Year 26.1% 5 Year 27.4% 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 Chirag Setalvad 25 Jun 07 18.28 Yr. Dhruv Muchhal 22 Jun 23 2.28 Yr. Data below for HDFC Mid-Cap Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 24.7% Consumer Cyclical 17.92% Health Care 12.55% Industrials 10.55% Technology 9.82% Consumer Defensive 5.67% Basic Materials 5.54% Energy 2.9% Communication Services 2.73% Utility 1.24% Asset Allocation
Asset Class Value Cash 6.37% Equity 93.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 5002715% ₹4,040 Cr 25,647,718
↑ 8,951 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND4% ₹3,006 Cr 13,097,471
↑ 50,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 5328143% ₹2,767 Cr 36,834,856
↓ -19,626 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5328433% ₹2,699 Cr 27,822,569
↑ 802,357 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5406113% ₹2,685 Cr 36,704,929
↑ 1,497,926 Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE3% ₹2,485 Cr 15,622,564
↑ 201,964 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK3% ₹2,466 Cr 127,824,999
↓ -01 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO3% ₹2,462 Cr 55,530,830 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 18 | 5322963% ₹2,435 Cr 12,470,138
↑ 75,935 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 5244943% ₹2,377 Cr 17,718,376
↑ 83,465 4. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (21 Nov 25) ₹103.477 ↓ -1.19 (-1.14 %) Net Assets (Cr) ₹12,647 on 31 Oct 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 0.07 Information Ratio 0.18 Alpha Ratio -0.23 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 20 ₹10,000 31 Oct 21 ₹17,670 31 Oct 22 ₹18,731 31 Oct 23 ₹21,714 31 Oct 24 ₹34,160 31 Oct 25 ₹36,136 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 25 Duration Returns 1 Month 0.4% 3 Month 1.6% 6 Month 6.9% 1 Year 8.2% 3 Year 25.3% 5 Year 26.9% 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 Dhruv Bhatia 14 Oct 24 0.96 Yr. Trideep Bhattacharya 1 Oct 21 4 Yr. Raj Koradia 1 Aug 24 1.17 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 24.25% Industrials 14.71% Consumer Cyclical 14.24% Basic Materials 11.05% Health Care 10.47% Technology 9.68% Consumer Defensive 4.53% Real Estate 2.71% Energy 2.41% Communication Services 1.78% Utility 0.57% Asset Allocation
Asset Class Value Cash 3.58% Equity 96.38% Debt 0.03% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹360 Cr 3,233,799
↑ 251,963 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹315 Cr 1,978,522
↑ 69,827 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹284 Cr 588,550
↓ -73,481 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹278 Cr 2,865,466 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹265 Cr 1,559,919 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹257 Cr 1,981,889 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹252 Cr 3,355,391
↓ -41,615 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹241 Cr 180,547 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON2% ₹240 Cr 146,827 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 5000932% ₹238 Cr 3,218,245 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (21 Nov 25) ₹1,431.38 ↓ -16.41 (-1.13 %) Net Assets (Cr) ₹13,236 on 31 Oct 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.08 Information Ratio 0.16 Alpha Ratio -0.05 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 20 ₹10,000 31 Oct 21 ₹16,282 31 Oct 22 ₹17,269 31 Oct 23 ₹20,504 31 Oct 24 ₹31,197 31 Oct 25 ₹33,101 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 25 Duration Returns 1 Month 0.4% 3 Month 2.5% 6 Month 7.8% 1 Year 8.7% 3 Year 24.8% 5 Year 24.8% 10 Year 15 Year Since launch 23.7% 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 S. Bharath 24 Feb 21 4.6 Yr. Ratish Varier 24 Feb 21 4.6 Yr. Data below for Sundaram Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 19.58% Consumer Cyclical 17.35% Industrials 14.8% Health Care 11.72% Basic Materials 10.47% Consumer Defensive 6.31% Technology 5.48% Real Estate 3.58% Utility 2.52% Energy 2.16% Communication Services 2.15% Asset Allocation
Asset Class Value Cash 3.85% Equity 96.13% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹500 Cr 1,273,753
↓ -16,374 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹385 Cr 1,712,601 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328433% ₹368 Cr 3,791,187
↓ -88,062 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹349 Cr 1,179,542 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹328 Cr 11,920,703 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹300 Cr 1,569,363 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹272 Cr 6,144,382 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹270 Cr 3,602,269
↓ -324,199 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹262 Cr 37,611,985
↑ 1,979,784 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹255 Cr 3,660,354
↑ 161,343 6. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (21 Nov 25) ₹309.9 ↓ -4.10 (-1.31 %) Net Assets (Cr) ₹6,964 on 31 Oct 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.22 Information Ratio -0.29 Alpha Ratio 2.69 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 20 ₹10,000 31 Oct 21 ₹17,407 31 Oct 22 ₹18,078 31 Oct 23 ₹19,984 31 Oct 24 ₹30,302 31 Oct 25 ₹33,029 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 25 Duration Returns 1 Month 1.3% 3 Month 3.6% 6 Month 9.7% 1 Year 13.1% 3 Year 22.9% 5 Year 24.9% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 5.1% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 3.25 Yr. Sharmila D’mello 31 Jul 22 3.17 Yr. Data below for ICICI Prudential MidCap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Basic Materials 27.41% Industrials 22.29% Financial Services 18.59% Consumer Cyclical 11.44% Communication Services 10.25% Real Estate 6.19% Health Care 1.37% Technology 0.36% Utility 0.13% Asset Allocation
Asset Class Value Cash 1.96% Equity 98.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5322864% ₹296 Cr 2,786,470 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5333984% ₹254 Cr 824,501 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹240 Cr 1,425,196 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹229 Cr 3,106,731 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA3% ₹228 Cr 1,376,584 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL3% ₹227 Cr 3,465,469 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹214 Cr 1,418,018 Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS3% ₹211 Cr 257,507 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹206 Cr 1,208,585 Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI3% ₹200 Cr 1,524,061 7. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (21 Nov 25) ₹2,803.83 ↓ -24.52 (-0.87 %) Net Assets (Cr) ₹12,770 on 31 Oct 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.09 Information Ratio -0.49 Alpha Ratio -2.98 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 20 ₹10,000 31 Oct 21 ₹16,368 31 Oct 22 ₹16,439 31 Oct 23 ₹19,033 31 Oct 24 ₹28,705 31 Oct 25 ₹29,614 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Nov 25 Duration Returns 1 Month 1.1% 3 Month 1.4% 6 Month 4.4% 1 Year 6.5% 3 Year 22.8% 5 Year 21.7% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.8% 2023 36.8% 2022 2.2% 2021 32.6% 2020 17.8% 2019 3.5% 2018 -9.4% 2017 39.7% 2016 8.5% 2015 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.67 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Akhil Kalluri 7 Feb 22 3.65 Yr. Data below for Franklin India Prima Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Financial Services 20.02% Consumer Cyclical 17.05% Industrials 12.93% Basic Materials 12.78% Health Care 10.78% Technology 6.75% Real Estate 5.49% Consumer Defensive 4.74% Communication Services 3.4% Utility 1.33% Energy 1.3% Asset Allocation
Asset Class Value Cash 3.42% Equity 96.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK3% ₹369 Cr 19,143,234 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 5004802% ₹282 Cr 717,366 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹280 Cr 1,052,885 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO2% ₹253 Cr 1,499,891 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹246 Cr 1,631,918 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹221 Cr 1,300,578 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹220 Cr 1,641,580 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5002712% ₹220 Cr 1,393,160
↓ -298,870 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFIN2% ₹217 Cr 7,894,616
↑ 415,420 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT2% ₹212 Cr 337,051
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