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Best Mid & Small Cap Equity Mutual Funds 2025
Many investors are inclining towards Investing in mid & small cap Mutual Funds as they are considered to be one of the best wealth creation tools for long-term Financial goals. Mid & Small caps are typically defined as firms with a Market capitalization (MC=no of shares issued by the company X market price per share) between INR 500- 1000 Crore. Investors who are seeking to achieve financial goals like a child’s education, Retirement planning, etc., may invest in these funds.
Small cap companies are young growing firms, which have a great potential for sustainable growth in the long run. But, the risk of failure is higher with mid & small caps compared to large cap companies. However, mid & Small cap funds help to diversify portfolios and investors can invest a small portion of about 10-20% in these fund.
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Top 10 Best Mid & Small Cap Funds To Invest In 2025
(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. Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies SBI Small Cap Fund is a Equity - Small Cap fund was launched on 9 Sep 09. It is a fund with Moderately High risk and has given a Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock Small Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies. Kotak Emerging Equity Scheme is a Equity - Mid Cap fund was launched on 30 Mar 07. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Emerging Equity Scheme Returns up to 1 year are on To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100. L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a Below is the key information for L&T Midcap Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. HDFC Small Cap Fund is a Equity - Small Cap fund was launched on 3 Apr 08. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹86.6812
↓ -0.07 ₹4,531 20.7 -5.3 5.3 22.5 29.3 21.5 L&T Emerging Businesses Fund Growth ₹83.4656
↑ 0.11 ₹14,737 21.2 -9.1 3.3 25.7 36.2 28.5 SBI Small Cap Fund Growth ₹171.704
↑ 0.08 ₹31,790 14 -7 1.2 20 29.4 24.1 DSP BlackRock Small Cap Fund Growth ₹199.712
↑ 0.77 ₹14,258 22.2 -3.5 14.6 24.8 33.6 25.6 Sundaram Mid Cap Fund Growth ₹1,382.51
↓ -2.65 ₹11,690 19.1 -2.1 12.8 29.1 29.9 32 Kotak Emerging Equity Scheme Growth ₹133.862
↑ 0.34 ₹49,646 19.9 -2.5 11.3 26.1 31.1 33.6 L&T Midcap Fund Growth ₹387.375
↓ -0.79 ₹10,724 23.1 -6.6 10 27 27.4 39.7 HDFC Small Cap Fund Growth ₹139.162
↑ 0.88 ₹30,880 19.4 -4.7 8.2 27.9 35 20.4 Franklin India Smaller Companies Fund Growth ₹175.386
↑ 0.47 ₹12,530 20 -5.7 1.9 29.1 35.3 23.2 Edelweiss Mid Cap Fund Growth ₹101.756
↑ 0.09 ₹9,242 21.1 -1.7 17.3 30.4 34 38.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jun 25 1. Aditya Birla Sun Life Small Cap Fund
CAGR/Annualized return of 12.7% since its launch. Ranked 1 in Small Cap category. Return for 2024 was 21.5% , 2023 was 39.4% and 2022 was -6.5% . Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (10 Jun 25) ₹86.6812 ↓ -0.07 (-0.08 %) Net Assets (Cr) ₹4,531 on 30 Apr 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.26 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 May 20 ₹10,000 31 May 21 ₹21,617 31 May 22 ₹21,765 31 May 23 ₹25,522 31 May 24 ₹35,709 31 May 25 ₹37,998 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 10 Jun 25 Duration Returns 1 Month 12.8% 3 Month 20.7% 6 Month -5.3% 1 Year 5.3% 3 Year 22.5% 5 Year 29.3% 10 Year 15 Year Since launch 12.7% 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 0.58 Yr. Dhaval Joshi 21 Nov 22 2.53 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 20.27% Consumer Cyclical 18.36% Financial Services 17.95% Basic Materials 11.65% Health Care 10.44% Consumer Defensive 7.68% Real Estate 5.02% Technology 3.39% Utility 1.54% Asset Allocation
Asset Class Value Cash 3.7% Equity 96.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX3% ₹141 Cr 230,364
↑ 56,191 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA2% ₹106 Cr 73,267 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR2% ₹101 Cr 224,193 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹97 Cr 2,244,418
↓ -67,834 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT2% ₹93 Cr 181,892 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322152% ₹89 Cr 750,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | 5329292% ₹89 Cr 862,251 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹87 Cr 1,330,824
↑ 50,000 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG2% ₹86 Cr 459,599 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434132% ₹83 Cr 612,219 2. L&T Emerging Businesses Fund
CAGR/Annualized return of 21.1% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (10 Jun 25) ₹83.4656 ↑ 0.11 (0.13 %) Net Assets (Cr) ₹14,737 on 30 Apr 25 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio -0.3 Information Ratio -0.1 Alpha Ratio -0.46 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹21,275 31 May 22 ₹25,707 31 May 23 ₹31,323 31 May 24 ₹46,528 31 May 25 ₹48,396 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 14.5% 3 Month 21.2% 6 Month -9.1% 1 Year 3.3% 3 Year 25.7% 5 Year 36.2% 10 Year 15 Year Since launch 21.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 2023 46.1% 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 5.46 Yr. Sonal Gupta 1 Oct 23 1.67 Yr. Data below for L&T Emerging Businesses Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 26.56% Consumer Cyclical 15.68% Financial Services 15.22% Basic Materials 10.89% Technology 9.44% Health Care 7.99% Real Estate 4.93% Consumer Defensive 4.43% Energy 0.97% Asset Allocation
Asset Class Value Cash 3.89% Equity 96.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL2% ₹351 Cr 3,518,200
↑ 72,900 Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5245582% ₹313 Cr 261,377
↑ 261,377 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000402% ₹306 Cr 1,595,574 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | FEDERALBNK2% ₹306 Cr 15,544,000 KFin Technologies Ltd (Technology)
Equity, Since 31 Aug 24 | KFINTECH2% ₹291 Cr 2,429,736 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 24 | NAM-INDIA2% ₹284 Cr 4,446,300
↑ 355,900 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX2% ₹279 Cr 455,150
↑ 50,216 Cohance Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 20 | SUVENPHAR2% ₹261 Cr 2,298,085 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 5900032% ₹260 Cr 11,912,400 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹259 Cr 2,566,200 3. SBI Small Cap Fund
CAGR/Annualized return of 19.8% since its launch. Ranked 4 in Small Cap category. Return for 2024 was 24.1% , 2023 was 25.3% and 2022 was 8.1% . SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (10 Jun 25) ₹171.704 ↑ 0.08 (0.05 %) Net Assets (Cr) ₹31,790 on 30 Apr 25 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.3 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹20,120 31 May 22 ₹22,776 31 May 23 ₹26,763 31 May 24 ₹36,774 31 May 25 ₹38,259 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 8.8% 3 Month 14% 6 Month -7% 1 Year 1.2% 3 Year 20% 5 Year 29.4% 10 Year 15 Year Since launch 19.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.1% 2023 25.3% 2022 8.1% 2021 47.6% 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% 2015 20.6% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 11.55 Yr. Mohan Lal 1 May 24 1.08 Yr. Data below for SBI Small Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 24.3% Consumer Cyclical 18.06% Financial Services 12.76% Basic Materials 12.56% Consumer Defensive 4.4% Health Care 2.55% Communication Services 1.46% Real Estate 1.43% Technology 1.26% Utility 0.2% Asset Allocation
Asset Class Value Cash 20.27% Equity 79.73% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC3% ₹913 Cr 89,318,180 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS3% ₹906 Cr 3,300,000 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433083% ₹810 Cr 12,323,990 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET2% ₹769 Cr 9,716,991 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL2% ₹768 Cr 7,900,000 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL2% ₹768 Cr 7,700,000 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY2% ₹762 Cr 9,324,049 SBI Liquid Dir Gr
Investment Fund | -2% ₹759 Cr 1,860,041 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB2% ₹736 Cr 41,665,000 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jul 24 | CHOLAHLDNG2% ₹732 Cr 3,928,227 4. DSP BlackRock Small Cap Fund
CAGR/Annualized return of 18.1% since its launch. Ranked 7 in Small Cap category. Return for 2024 was 25.6% , 2023 was 41.2% and 2022 was 0.5% . DSP BlackRock Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (10 Jun 25) ₹199.712 ↑ 0.77 (0.39 %) Net Assets (Cr) ₹14,258 on 30 Apr 25 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio -0.19 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹20,845 31 May 22 ₹24,582 31 May 23 ₹28,311 31 May 24 ₹38,905 31 May 25 ₹45,208 Returns for DSP BlackRock Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 17.3% 3 Month 22.2% 6 Month -3.5% 1 Year 14.6% 3 Year 24.8% 5 Year 33.6% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.6% 2023 41.2% 2022 0.5% 2021 58.9% 2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% 2015 20.4% Fund Manager information for DSP BlackRock Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 14.95 Yr. Resham Jain 16 Mar 18 7.21 Yr. Data below for DSP BlackRock Small Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 31.87% Basic Materials 19.19% Industrials 14.54% Health Care 9.09% Consumer Defensive 7.8% Financial Services 5.91% Technology 3.26% Communication Services 1.01% Utility 0.16% Asset Allocation
Asset Class Value Cash 7.14% Equity 92.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA4% ₹501 Cr 7,800,000 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹448 Cr 5,839,689 eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX3% ₹402 Cr 1,600,000 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433063% ₹390 Cr 3,750,000 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323563% ₹376 Cr 9,200,000 Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT2% ₹356 Cr 3,000,000 Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT2% ₹356 Cr 9,241,534
↓ -18,961 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹347 Cr 10,000,000
↑ 300,000 Thangamayil Jewellery Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | THANGAMAYL2% ₹333 Cr 1,587,405 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 5230252% ₹327 Cr 1,629,601 5. Sundaram Mid Cap Fund
CAGR/Annualized return of 24.1% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (10 Jun 25) ₹1,382.51 ↓ -2.65 (-0.19 %) Net Assets (Cr) ₹11,690 on 30 Apr 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.25 Information Ratio 0.1 Alpha Ratio 4.46 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 May 20 ₹10,000 31 May 21 ₹17,030 31 May 22 ₹18,572 31 May 23 ₹21,946 31 May 24 ₹33,545 31 May 25 ₹37,990 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 10.3% 3 Month 19.1% 6 Month -2.1% 1 Year 12.8% 3 Year 29.1% 5 Year 29.9% 10 Year 15 Year Since launch 24.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 32% 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.27 Yr. Ratish Varier 24 Feb 21 4.27 Yr. Data below for Sundaram Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 18.11% Financial Services 16.95% Industrials 13.46% Health Care 10.85% Basic Materials 10.56% Technology 6.46% Consumer Defensive 4.33% Real Estate 3.73% Communication Services 2.57% Utility 2.11% Energy 1.94% Asset Allocation
Asset Class Value Cash 8.92% Equity 91.08% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹387 Cr 1,747,182 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹379 Cr 19,247,362 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹368 Cr 1,270,127 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹311 Cr 6,016,821 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹283 Cr 1,350,321 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹266 Cr 3,879,249 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹258 Cr 484,892 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹256 Cr 3,599,583 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN2% ₹238 Cr 9,072,077
↑ 459,958 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹231 Cr 4,081,771
↓ -202,003 6. Kotak Emerging Equity Scheme
CAGR/Annualized return of 15.3% since its launch. Ranked 12 in Mid Cap category. Return for 2024 was 33.6% , 2023 was 31.5% and 2022 was 5.1% . Kotak Emerging Equity Scheme
Growth Launch Date 30 Mar 07 NAV (10 Jun 25) ₹133.862 ↑ 0.34 (0.26 %) Net Assets (Cr) ₹49,646 on 30 Apr 25 Category Equity - Mid Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.52 Sharpe Ratio 0.23 Information Ratio -0.61 Alpha Ratio 4.14 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-2 Years (1%),2 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹18,832 31 May 22 ₹21,040 31 May 23 ₹24,555 31 May 24 ₹35,477 31 May 25 ₹39,624 Returns for Kotak Emerging Equity Scheme
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 11.3% 3 Month 19.9% 6 Month -2.5% 1 Year 11.3% 3 Year 26.1% 5 Year 31.1% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 33.6% 2023 31.5% 2022 5.1% 2021 47.3% 2020 21.9% 2019 8.9% 2018 -11.7% 2017 43% 2016 10.4% 2015 8.4% Fund Manager information for Kotak Emerging Equity Scheme
Name Since Tenure Atul Bhole 22 Jan 24 1.36 Yr. Data below for Kotak Emerging Equity Scheme as on 30 Apr 25
Equity Sector Allocation
Sector Value Consumer Cyclical 16.02% Basic Materials 15.47% Industrials 15.08% Technology 14.91% Financial Services 11.99% Health Care 11.92% Energy 3.11% Real Estate 2.65% Communication Services 2.23% Consumer Defensive 1.46% Utility 0.66% Asset Allocation
Asset Class Value Cash 4.51% Equity 95.49% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 5063953% ₹1,717 Cr 7,755,250 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 5328433% ₹1,695 Cr 24,724,343 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244943% ₹1,590 Cr 11,343,971
↑ 353,499 Mphasis Ltd (Technology)
Equity, Since 31 Jan 24 | 5262993% ₹1,526 Cr 6,180,463
↑ 236,383 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS3% ₹1,455 Cr 1,104,617 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 May 24 | OFSS3% ₹1,334 Cr 1,529,941 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY3% ₹1,315 Cr 8,010,973 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JKCEMENT2% ₹1,241 Cr 2,426,390
↓ -111,425 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 23 | DIXON2% ₹1,240 Cr 753,620 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT2% ₹1,155 Cr 2,169,997 7. L&T Midcap Fund
CAGR/Annualized return of 19.2% since its launch. Ranked 5 in Mid Cap category. Return for 2024 was 39.7% , 2023 was 40% and 2022 was 1.1% . L&T Midcap Fund
Growth Launch Date 9 Aug 04 NAV (10 Jun 25) ₹387.375 ↓ -0.79 (-0.20 %) Net Assets (Cr) ₹10,724 on 30 Apr 25 Category Equity - Mid Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.77 Sharpe Ratio 0.02 Information Ratio -0.27 Alpha Ratio -0.25 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,596 31 May 22 ₹17,348 31 May 23 ₹19,606 31 May 24 ₹31,028 31 May 25 ₹33,790 Returns for L&T Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 12.1% 3 Month 23.1% 6 Month -6.6% 1 Year 10% 3 Year 27% 5 Year 27.4% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 39.7% 2023 40% 2022 1.1% 2021 30.4% 2020 19% 2019 -0.2% 2018 -12% 2017 52.3% 2016 9.8% 2015 10.8% Fund Manager information for L&T Midcap Fund
Name Since Tenure Cheenu Gupta 26 Nov 22 2.51 Yr. Sonal Gupta 1 Oct 23 1.67 Yr. Data below for L&T Midcap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 23.9% Consumer Cyclical 19.05% Financial Services 18.7% Health Care 12.73% Technology 12.54% Consumer Defensive 4.12% Basic Materials 2.54% Utility 2.12% Communication Services 1.86% Real Estate 1.22% Asset Allocation
Asset Class Value Cash 1.21% Equity 98.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE5% ₹509 Cr 800,300 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON5% ₹501 Cr 304,800 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH4% ₹478 Cr 4,355,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433204% ₹409 Cr 17,596,500 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 22 | PERSISTENT4% ₹387 Cr 727,100
↓ -100,198 Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 5002573% ₹368 Cr 1,757,400 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 5002513% ₹353 Cr 681,700 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 5008503% ₹345 Cr 4,385,000
↓ -397,177 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | FEDERALBNK3% ₹343 Cr 17,459,100
↓ -1,341,900 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 24 | POWERINDIA3% ₹330 Cr 227,000 8. HDFC Small Cap Fund
CAGR/Annualized return of 16.6% since its launch. Ranked 9 in Small Cap category. Return for 2024 was 20.4% , 2023 was 44.8% and 2022 was 4.6% . HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (10 Jun 25) ₹139.162 ↑ 0.88 (0.64 %) Net Assets (Cr) ₹30,880 on 30 Apr 25 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.64 Sharpe Ratio -0.39 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹21,753 31 May 22 ₹24,075 31 May 23 ₹31,855 31 May 24 ₹44,049 31 May 25 ₹48,298 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 14.6% 3 Month 19.4% 6 Month -4.7% 1 Year 8.2% 3 Year 27.9% 5 Year 35% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.4% 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 10.93 Yr. Dhruv Muchhal 22 Jun 23 1.94 Yr. Data below for HDFC Small Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Industrials 22.59% Consumer Cyclical 17.44% Financial Services 14.26% Technology 13.79% Health Care 12.78% Basic Materials 7.28% Consumer Defensive 2.01% Communication Services 1.98% Utility 0.31% Asset Allocation
Asset Class Value Cash 7.56% Equity 92.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL6% ₹1,853 Cr 54,385,267
↑ 102,686 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM4% ₹1,232 Cr 24,394,493
↑ 67,840 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 5321344% ₹1,170 Cr 46,828,792 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX3% ₹948 Cr 3,769,293
↑ 19,197 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS3% ₹856 Cr 5,974,796 Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW3% ₹780 Cr 18,501,699
↑ 1,121,276 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5328433% ₹777 Cr 11,340,132
↓ -1,113,143 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹752 Cr 11,442,105 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL2% ₹655 Cr 12,105,104
↑ 49,104 Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH2% ₹647 Cr 2,469,936 9. Franklin India Smaller Companies Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 11 in Small Cap category. Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% . Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (10 Jun 25) ₹175.386 ↑ 0.47 (0.27 %) Net Assets (Cr) ₹12,530 on 30 Apr 25 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio -0.31 Information Ratio 0.37 Alpha Ratio -0.69 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹20,929 31 May 22 ₹23,362 31 May 23 ₹30,009 31 May 24 ₹46,268 31 May 25 ₹48,054 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 11% 3 Month 20% 6 Month -5.7% 1 Year 1.9% 3 Year 29.1% 5 Year 35.3% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.2% 2023 52.1% 2022 3.6% 2021 56.4% 2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.34 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Akhil Kalluri 8 Sep 22 2.73 Yr. Data below for Franklin India Smaller Companies Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 19.29% Industrials 18.43% Consumer Cyclical 15.94% Health Care 11.17% Basic Materials 9.67% Technology 5.83% Real Estate 4.61% Consumer Defensive 3.63% Utility 2.72% Energy 0.88% Asset Allocation
Asset Class Value Cash 7.67% Equity 92.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM3% ₹405 Cr 8,018,630 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 5329293% ₹398 Cr 3,868,691 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK3% ₹322 Cr 48,064,081 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 5900032% ₹305 Cr 13,998,917 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹269 Cr 1,387,967 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹267 Cr 1,866,828 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL2% ₹256 Cr 4,963,469 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM2% ₹234 Cr 1,448,723 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON2% ₹233 Cr 6,900,000 Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH2% ₹232 Cr 3,220,340
↑ 157,640 10. Edelweiss Mid Cap Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 22 in Mid Cap category. Return for 2024 was 38.9% , 2023 was 38.4% and 2022 was 2.4% . Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (10 Jun 25) ₹101.756 ↑ 0.09 (0.08 %) Net Assets (Cr) ₹9,242 on 30 Apr 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.86 Sharpe Ratio 0.43 Information Ratio 0.32 Alpha Ratio 8.26 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹18,751 31 May 22 ₹20,913 31 May 23 ₹24,694 31 May 24 ₹37,062 31 May 25 ₹43,208 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 25 Duration Returns 1 Month 10.9% 3 Month 21.1% 6 Month -1.7% 1 Year 17.3% 3 Year 30.4% 5 Year 34% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 38.9% 2023 38.4% 2022 2.4% 2021 50.3% 2020 26.4% 2019 5.2% 2018 -15.7% 2017 52.3% 2016 2.5% 2015 9.4% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 0.63 Yr. Trideep Bhattacharya 1 Oct 21 3.67 Yr. Raj Koradia 1 Aug 24 0.83 Yr. Data below for Edelweiss Mid Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 22.07% Consumer Cyclical 17.22% Industrials 12.28% Health Care 10.9% Technology 10.04% Basic Materials 9.68% Consumer Defensive 5.61% Real Estate 3.38% Communication Services 2.22% Energy 1.78% Utility 1.38% Asset Allocation
Asset Class Value Cash 3.44% Equity 96.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON4% ₹325 Cr 197,393 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5008503% ₹295 Cr 3,744,155
↓ -292,320 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹294 Cr 2,674,120 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316423% ₹284 Cr 3,992,722
↑ 36,768 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS3% ₹257 Cr 195,410
↑ 2,289 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹257 Cr 482,434
↓ -17,602 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹232 Cr 317,773
↑ 31,458 Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 5328272% ₹225 Cr 49,386
↑ 8,615 Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5002572% ₹212 Cr 1,011,128
↑ 123,959 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹212 Cr 1,301,403
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