+91-22-48913909Best Small & Midcap Equity Mutual Funds 2026
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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Fund Selection Methodology used to find 6 funds
Top 6 Best Small & Midcap Funds To Invest In 2026
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Sundaram Small Cap Fund Growth ₹286.122
↑ 2.75 ₹3,681 26.4 10.2 9.4 18.6 17.3 0.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jun 26 Research Highlights & Commentary of 1 Funds showcased
Commentary Sundaram Small Cap Fund Point 1 Highest AUM (₹3,681 Cr). Point 2 Oldest track record among peers (21 yrs). Point 3 Top rated. Point 4 Risk profile: Moderately High. Point 5 5Y return: 17.29% (top quartile). Point 6 3Y return: 18.55% (top quartile). Point 7 1Y return: 9.37% (top quartile). Point 8 Alpha: 7.77 (top quartile). Point 9 Sharpe: 0.26 (top quartile). Point 10 Information ratio: -0.16 (top quartile). Sundaram Small Cap Fund
*Above list of funds is having Net Assets more than 2,500 Crores. Sorted on 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 (30 Jun 26) ₹286.122 ↑ 2.75 (0.97 %) Net Assets (Cr) ₹3,681 on 31 May 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.26 Information Ratio -0.16 Alpha Ratio 7.77 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 Jun 21 ₹10,000 30 Jun 22 ₹10,058 30 Jun 23 ₹13,324 30 Jun 24 ₹19,270 30 Jun 25 ₹20,299 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 26 Duration Returns 1 Month 3.6% 3 Month 26.4% 6 Month 10.2% 1 Year 9.4% 3 Year 18.6% 5 Year 17.3% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.4% 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% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 3.58 Yr. Shalav Saket 20 Mar 26 0.2 Yr. Data below for Sundaram Small Cap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 20.6% Financial Services 19.88% Consumer Cyclical 19.84% Health Care 11.77% Basic Materials 8.97% Communication Services 4.24% Technology 3.77% Consumer Defensive 2.57% Real Estate 2.13% Utility 1.15% Asset Allocation
Asset Class Value Cash 5.05% Equity 94.92% Debt 0.03% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH5% ₹187 Cr 289,884
↓ -59,627 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹118 Cr 1,681,362 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SJS3% ₹104 Cr 577,256 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹100 Cr 957,209
↓ -35,471 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | RATEGAIN3% ₹92 Cr 1,534,556 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY2% ₹88 Cr 1,045,263 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ETERNAL2% ₹86 Cr 3,461,769
↑ 137,756 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹84 Cr 594,278 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹83 Cr 4,443,809 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹82 Cr 106,539
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