+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 ₹258.784
↓ -0.31 ₹3,450 1.3 0.2 0.3 20.6 22.9 19.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Dec 25 Research Highlights & Commentary of 1 Funds showcased
Commentary Sundaram Small Cap Fund Point 1 Highest AUM (₹3,450 Cr). Point 2 Oldest track record among peers (20 yrs). Point 3 Top rated. Point 4 Risk profile: Moderately High. Point 5 5Y return: 22.89% (top quartile). Point 6 3Y return: 20.56% (top quartile). Point 7 1Y return: 0.28% (top quartile). Point 8 Alpha: 4.26 (top quartile). Point 9 Sharpe: -0.13 (top quartile). Point 10 Information ratio: -0.14 (top quartile). Sundaram Small Cap 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 1. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (26 Dec 25) ₹258.784 ↓ -0.31 (-0.12 %) Net Assets (Cr) ₹3,450 on 30 Nov 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.13 Information Ratio -0.14 Alpha Ratio 4.26 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 Nov 20 ₹10,000 30 Nov 21 ₹16,534 30 Nov 22 ₹17,246 30 Nov 23 ₹23,461 30 Nov 24 ₹29,453 30 Nov 25 ₹29,784 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -2.4% 3 Month 1.3% 6 Month 0.2% 1 Year 0.3% 3 Year 20.6% 5 Year 22.9% 10 Year 15 Year Since launch 16.9% 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 3.08 Yr. Data below for Sundaram Small Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 20.39% Financial Services 19.4% Industrials 18.92% Health Care 12.01% Basic Materials 8.75% Communication Services 5.1% Technology 4.57% Consumer Defensive 2.57% Real Estate 2.33% Utility 1.03% Asset Allocation
Asset Class Value Cash 4.6% Equity 95.36% Debt 0.04% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹112 Cr 1,681,362 MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH3% ₹109 Cr 430,300
↑ 30,400 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹105 Cr 431,921 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹102 Cr 1,434,521 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹99 Cr 140,821 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹98 Cr 577,256 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹96 Cr 933,628
↑ 18,860 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹95 Cr 569,587
↑ 39,551 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹86 Cr 953,608 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹85 Cr 4,603,530
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