+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 ₹267.818
↓ -0.63 ₹3,282 5.6 15.2 2.7 21.2 27.8 19.1 TATA Mid Cap Growth Fund Growth ₹444.893
↓ -0.09 ₹4,946 4.4 12.1 4 21.1 24.2 22.7 Aditya Birla Sun Life Small Cap Fund Growth ₹88.3163
↓ -0.26 ₹4,824 3.6 14.2 -0.9 18.7 23.6 21.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 25 Research Highlights & Commentary of 3 Funds showcased
Commentary Sundaram Small Cap Fund TATA Mid Cap Growth Fund Aditya Birla Sun Life Small Cap Fund Point 1 Bottom quartile AUM (₹3,282 Cr). Highest AUM (₹4,946 Cr). Lower mid AUM (₹4,824 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 27.77% (upper mid). 5Y return: 24.17% (lower mid). 5Y return: 23.56% (bottom quartile). Point 6 3Y return: 21.24% (upper mid). 3Y return: 21.07% (lower mid). 3Y return: 18.66% (bottom quartile). Point 7 1Y return: 2.66% (lower mid). 1Y return: 4.00% (upper mid). 1Y return: -0.88% (bottom quartile). Point 8 Alpha: 0.97 (upper mid). Alpha: -3.10 (bottom quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: -0.47 (upper mid). Sharpe: -0.66 (bottom quartile). Sharpe: -0.56 (lower mid). Point 10 Information ratio: -0.47 (lower mid). Information ratio: -0.56 (bottom quartile). Information ratio: 0.00 (upper mid). Sundaram Small Cap Fund
TATA Mid Cap Growth Fund
Aditya Birla Sun Life 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 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 (Erstwhile Aditya Birla Sun Life Small & Midcap Fund) An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time. Research Highlights for Aditya Birla Sun Life Small Cap Fund Below is the key information for Aditya Birla Sun Life 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 (04 Nov 25) ₹267.818 ↓ -0.63 (-0.24 %) Net Assets (Cr) ₹3,282 on 31 Aug 25 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.47 Information Ratio -0.47 Alpha Ratio 0.97 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 ₹18,619 31 Oct 22 ₹19,219 31 Oct 23 ₹24,060 31 Oct 24 ₹33,312 31 Oct 25 ₹33,850 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 25 Duration Returns 1 Month 3% 3 Month 5.6% 6 Month 15.2% 1 Year 2.7% 3 Year 21.2% 5 Year 27.8% 10 Year 15 Year Since launch 17.2% 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 2.92 Yr. Data below for Sundaram Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 21.13% Industrials 18.55% Financial Services 18.08% Health Care 12.08% Basic Materials 7.98% Communication Services 5.47% Technology 4.45% Consumer Defensive 2.7% Real Estate 2.41% Utility 1.14% Asset Allocation
Asset Class Value Cash 5.89% Equity 93.99% Debt 0.11% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM4% ₹119 Cr 1,898,655 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹103 Cr 530,036 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN3% ₹96 Cr 140,821 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230253% ₹95 Cr 431,921 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹93 Cr 641,783
↓ -7,163 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹92 Cr 899,463 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434173% ₹91 Cr 1,407,678 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹86 Cr 991,559 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB2% ₹77 Cr 16,665,062 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹75 Cr 317,556
↑ 317,556 2. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (04 Nov 25) ₹444.893 ↓ -0.09 (-0.02 %) Net Assets (Cr) ₹4,946 on 31 Aug 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.66 Information Ratio -0.56 Alpha Ratio -3.1 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 Oct 20 ₹10,000 31 Oct 21 ₹16,408 31 Oct 22 ₹16,713 31 Oct 23 ₹20,404 31 Oct 24 ₹28,942 31 Oct 25 ₹29,727 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 25 Duration Returns 1 Month 3.4% 3 Month 4.4% 6 Month 12.1% 1 Year 4% 3 Year 21.1% 5 Year 24.2% 10 Year 15 Year Since launch 12.9% 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 4.57 Yr. Data below for TATA Mid Cap Growth Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 19.77% Financial Services 16.6% Health Care 14.95% Consumer Cyclical 13.75% Basic Materials 11.95% Technology 4.69% Real Estate 3.8% Consumer Defensive 3.17% Communication Services 3.11% Utility 1.97% Energy 1.58% Asset Allocation
Asset Class Value Cash 4.66% Equity 95.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM3% ₹151 Cr 278,911 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 5004803% ₹145 Cr 369,694 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 5328143% ₹139 Cr 1,848,863 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA3% ₹130 Cr 1,001,126 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5406112% ₹124 Cr 1,700,000 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002712% ₹118 Cr 750,000
↓ -350,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 May 25 | 5322962% ₹117 Cr 600,000
↑ 200,000 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002572% ₹115 Cr 600,000 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI2% ₹113 Cr 600,000 L&T Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | LTF2% ₹112 Cr 4,500,000
↑ 500,000 3. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (04 Nov 25) ₹88.3163 ↓ -0.26 (-0.30 %) Net Assets (Cr) ₹4,824 on 31 Aug 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.56 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹17,963 31 Oct 22 ₹17,176 31 Oct 23 ₹21,138 31 Oct 24 ₹29,123 31 Oct 25 ₹28,540 Returns for Aditya Birla Sun Life Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 25 Duration Returns 1 Month 4.5% 3 Month 3.6% 6 Month 14.2% 1 Year -0.9% 3 Year 18.7% 5 Year 23.6% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.5% 2023 39.4% 2022 -6.5% 2021 51.4% 2020 19.8% 2019 -11.5% 2018 -22.6% 2017 56.7% 2016 9.7% 2015 13.4% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Abhinav Khandelwal 31 Oct 24 0.92 Yr. Dhaval Joshi 21 Nov 22 2.86 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 19.18% Industrials 18.97% Consumer Cyclical 16.52% Health Care 14.05% Basic Materials 11.49% Consumer Defensive 7.43% Real Estate 4.08% Technology 2.1% Utility 1.46% Asset Allocation
Asset Class Value Cash 4.72% Equity 95.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR2% ₹120 Cr 260,056 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX2% ₹114 Cr 146,200 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹112 Cr 1,890,924 Sai Life Sciences Ltd (Healthcare)
Equity, Since 30 Jun 25 | SAILIFE2% ₹106 Cr 1,225,785 Fortis Healthcare Ltd (Healthcare)
Equity, Since 28 Feb 21 | 5328432% ₹103 Cr 1,059,322
↓ -50,000 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434132% ₹101 Cr 535,000
↓ -25,000 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433872% ₹98 Cr 673,153
↓ -23,725 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL2% ₹91 Cr 1,078,825 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹91 Cr 1,301,548
↓ -66,076 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322152% ₹85 Cr 750,000
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Research Highlights for Sundaram Small Cap Fund