+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 (%) 2024 (%) Sundaram Small Cap Fund Growth ₹230.784
↓ -4.13 ₹3,306 -10.8 -9.6 2.9 17.4 17.2 0.4 Aditya Birla Sun Life Small Cap Fund Growth ₹77.8047
↓ -1.67 ₹4,882 -8.3 -6.5 2.8 17.3 13.2 -3.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 26 Research Highlights & Commentary of 2 Funds showcased
Commentary Sundaram Small Cap Fund Aditya Birla Sun Life Small Cap Fund Point 1 Bottom quartile AUM (₹3,306 Cr). Highest AUM (₹4,882 Cr). Point 2 Oldest track record among peers (21 yrs). Established history (18+ yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.19% (upper mid). 5Y return: 13.22% (bottom quartile). Point 6 3Y return: 17.37% (upper mid). 3Y return: 17.27% (bottom quartile). Point 7 1Y return: 2.86% (upper mid). 1Y return: 2.79% (bottom quartile). Point 8 Alpha: 6.09 (upper mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 1.01 (upper mid). Sharpe: 0.95 (bottom quartile). Point 10 Information ratio: -0.31 (bottom quartile). Information ratio: 0.00 (upper mid). Sundaram Small Cap Fund
Aditya Birla Sun Life 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 (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 (27 Mar 26) ₹230.784 ↓ -4.13 (-1.76 %) Net Assets (Cr) ₹3,306 on 28 Feb 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 1.01 Information Ratio -0.31 Alpha Ratio 6.09 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 28 Feb 21 ₹10,000 28 Feb 22 ₹13,411 28 Feb 23 ₹14,148 29 Feb 24 ₹21,580 28 Feb 25 ₹20,330 28 Feb 26 ₹24,434 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 26 Duration Returns 1 Month -8.4% 3 Month -10.8% 6 Month -9.6% 1 Year 2.9% 3 Year 17.4% 5 Year 17.2% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.4% 2023 19.1% 2022 45.3% 2021 -2.1% 2020 60.3% 2019 26.2% 2018 -6.1% 2017 -29.2% 2016 55.6% 2015 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Rohit Seksaria 1 Nov 22 3.33 Yr. Data below for Sundaram Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 21.38% Industrials 18.92% Financial Services 18.89% Health Care 11.68% Basic Materials 8.86% Communication Services 4.43% Technology 3.77% Consumer Defensive 2.63% Real Estate 2.09% Utility 1.14% Asset Allocation
Asset Class Value Cash 6.01% Equity 93.77% Debt 0.22% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH4% ₹134 Cr 352,589
↓ -77,711 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM3% ₹110 Cr 1,681,362 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹102 Cr 577,256 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹87 Cr 1,006,386
↑ 19,175 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹82 Cr 4,443,809 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹82 Cr 992,680 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹81 Cr 451,011
↑ 19,090 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹80 Cr 106,539
↓ -25,549 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹79 Cr 1,501,698
↑ 67,177 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE2% ₹78 Cr 569,645
↑ 58 2. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (27 Mar 26) ₹77.8047 ↓ -1.67 (-2.10 %) Net Assets (Cr) ₹4,882 on 28 Feb 26 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.95 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 28 Feb 21 ₹10,000 28 Feb 22 ₹11,988 28 Feb 23 ₹12,024 29 Feb 24 ₹17,652 28 Feb 25 ₹16,665 28 Feb 26 ₹20,103 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 27 Mar 26 Duration Returns 1 Month -7.4% 3 Month -8.3% 6 Month -6.5% 1 Year 2.8% 3 Year 17.3% 5 Year 13.2% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 21.5% 2022 39.4% 2021 -6.5% 2020 51.4% 2019 19.8% 2018 -11.5% 2017 -22.6% 2016 56.7% 2015 9.7% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Abhinav Khandelwal 31 Oct 24 1.33 Yr. Dhaval Joshi 21 Nov 22 3.27 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 22.86% Consumer Cyclical 16.16% Industrials 15.26% Health Care 14.35% Basic Materials 11.61% Consumer Defensive 7.2% Real Estate 4.2% Technology 2.43% Utility 1.42% Asset Allocation
Asset Class Value Cash 4.5% Equity 95.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR3% ₹144 Cr 230,000
↓ -10,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX3% ₹138 Cr 566,000 Sai Life Sciences Ltd (Healthcare)
Equity, Since 30 Jun 25 | SAILIFE3% ₹128 Cr 1,286,665
↑ 40,880 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹119 Cr 1,312,944
↓ -149,060 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | KARURVYSYA2% ₹113 Cr 3,472,155
↓ -600,000 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL2% ₹109 Cr 1,078,825 Ramco Cements Ltd (Basic Materials)
Equity, Since 28 Feb 25 | RAMCOCEM2% ₹97 Cr 858,998 Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | ARVIND2% ₹93 Cr 2,642,013 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹89 Cr 1,200,000 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING2% ₹89 Cr 1,081,130
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