+91-22-48913909Best Small & Midcap Equity Mutual Funds 2025
Mid and small cap Mutual Funds are a well-known plan due to its potential of delivering good profits in the long-run. These funds are also considered as one of the best wealth creation tools for long-term investment goals. Investors can plan their various goals like Retirement planning, a child's higher education or a purchase of house/car, etc. Mid and Small cap funds are a type of Mutual Funds that invest in stocks of mid to small sized companies.
These funds are typically defined as firms with a Market capitalization (MC=no of shares issued by the company X market price per share) of INR 1000- 500 Crore. Traditionally, mid-caps are mid-sized companies, which, if run well and have a good business strategy become tomorrow’s leaders or large-caps. In fact, mid-cap stocks outperformed both large cap and small cap stocks in the year 2015, due to lower interest rates, lower input cost, and improvement in Capital reduction. The BSE mid-cap and BSE small-cap index surged 7.43% & 6.76%, respectively, whereas, BSE Sensex fell 5.03% during the same period of time.
Investors who are keen to invest in mid & small cap funds, below are the top performing funds with an AUM size of more than 2500 Cr.
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Top 6 Best Small & Midcap Funds To Invest In 2025
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Small Cap Fund Growth ₹253.238
↓ -3.83 ₹3,394 1.3 17 -3.2 20 26.5 19.1 TATA Mid Cap Growth Fund Growth ₹426.764
↓ -5.67 ₹4,984 3.4 15.4 -3.8 19.9 23.6 22.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Aug 25 Research Highlights & Commentary of 2 Funds showcased
Commentary Sundaram Small Cap Fund TATA Mid Cap Growth Fund Point 1 Bottom quartile AUM (₹3,394 Cr). Highest AUM (₹4,984 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (31 yrs). Point 3 Top rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 26.49% (upper mid). 5Y return: 23.60% (bottom quartile). Point 6 3Y return: 20.01% (upper mid). 3Y return: 19.92% (bottom quartile). Point 7 1Y return: -3.20% (upper mid). 1Y return: -3.78% (bottom quartile). Point 8 Alpha: 3.14 (upper mid). Alpha: -4.59 (bottom quartile). Point 9 Sharpe: -0.17 (upper mid). Sharpe: -0.59 (bottom quartile). Point 10 Information ratio: -0.51 (upper mid). Information ratio: -0.81 (bottom quartile). Sundaram Small Cap Fund
TATA Mid Cap Growth Fund
Last 3 Year Return.
(Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on 1. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (26 Aug 25) ₹253.238 ↓ -3.83 (-1.49 %) Net Assets (Cr) ₹3,394 on 31 Jul 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.17 Information Ratio -0.51 Alpha Ratio 3.14 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 Jul 20 ₹10,000 31 Jul 21 ₹20,224 31 Jul 22 ₹20,822 31 Jul 23 ₹26,645 31 Jul 24 ₹37,964 31 Jul 25 ₹38,332 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -2.5% 3 Month 1.3% 6 Month 17% 1 Year -3.2% 3 Year 20% 5 Year 26.5% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.1% 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 2.75 Yr. Data below for Sundaram Small Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.31% Financial Services 19.47% Industrials 19.36% Health Care 12.14% Basic Materials 8.2% Communication Services 3.95% Technology 3.61% Consumer Defensive 3.17% Real Estate 2.66% Utility 1.18% Asset Allocation
Asset Class Value Cash 5.86% Equity 94.06% Debt 0.08% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | 5409753% ₹113 Cr 1,898,655 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹106 Cr 530,036 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹101 Cr 906,389 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹100 Cr 899,463
↑ 105,494 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹89 Cr 410,809 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG2% ₹86 Cr 395,668
↑ 25,442 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433872% ₹83 Cr 648,946 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹82 Cr 16,665,062 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹78 Cr 140,821 KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB2% ₹77 Cr 936,780 2. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (26 Aug 25) ₹426.764 ↓ -5.67 (-1.31 %) Net Assets (Cr) ₹4,984 on 31 Jul 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.59 Information Ratio -0.81 Alpha Ratio -4.59 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹17,192 31 Jul 22 ₹17,957 31 Jul 23 ₹22,342 31 Jul 24 ₹34,183 31 Jul 25 ₹32,372 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Aug 25 Duration Returns 1 Month -1.2% 3 Month 3.4% 6 Month 15.4% 1 Year -3.8% 3 Year 19.9% 5 Year 23.6% 10 Year 15 Year Since launch 12.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.7% 2023 40.5% 2022 0.6% 2021 40% 2020 24.3% 2019 6.5% 2018 -13% 2017 49.8% 2016 -2.2% 2015 10.8% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Satish Mishra 9 Mar 21 4.4 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Industrials 19.96% Financial Services 17.14% Health Care 14.34% Consumer Cyclical 12.93% Basic Materials 12.41% Technology 4.38% Real Estate 4.3% Communication Services 3.56% Utility 2.16% Energy 1.58% Consumer Defensive 1.32% Asset Allocation
Asset Class Value Cash 5.92% Equity 94.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002714% ₹206 Cr 1,250,000
↓ -50,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406113% ₹139 Cr 1,700,000 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹133 Cr 270,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD3% ₹126 Cr 1,800,000 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004803% ₹126 Cr 369,694 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹122 Cr 600,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002572% ₹116 Cr 600,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA2% ₹113 Cr 1,000,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA2% ₹113 Cr 576,129 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA2% ₹111 Cr 1,001,126
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 Sundaram Small Cap Fund