fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
LOG IN
SIGN UP

Fincash » Mutual Funds » Best Small & Mid Cap Funds

Best Mid & Small Cap Equity Mutual Funds 2025

Updated on June 5, 2025 , 3622 views

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.

small-mid-cap

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Top 10 Best Mid & Small Cap Funds To Invest In 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Aditya Birla Sun Life Small Cap Fund Growth ₹85.9379
↑ 0.59
₹4,53118.1-4.97.921.829.121.5
L&T Emerging Businesses Fund Growth ₹82.2862
↑ 0.99
₹14,73717.2-9.95.224.535.828.5
SBI Small Cap Fund Growth ₹170.073
↑ 0.85
₹31,79012.1-6.83.319.229.224.1
DSP BlackRock Small Cap Fund  Growth ₹197.106
↓ -0.02
₹14,25818.8-3.517.123.833.625.6
Sundaram Mid Cap Fund Growth ₹1,373.83
↑ 11.78
₹11,69016.4-1.814.228.329.732
Kotak Emerging Equity Scheme Growth ₹132.488
↑ 0.76
₹49,64616.8-2.912.424.930.833.6
L&T Midcap Fund Growth ₹384.202
↑ 3.31
₹10,72418.9-6.710.826.227.339.7
HDFC Small Cap Fund Growth ₹137.037
↑ 0.22
₹30,88015.6-5.19.926.834.620.4
Franklin India Smaller Companies Fund Growth ₹173.823
↑ 0.80
₹12,53017.5-5.54.328.235.123.2
Edelweiss Mid Cap Fund Growth ₹100.691
↑ 0.98
₹9,24217.7-1.918.429.333.838.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25

1. Aditya Birla Sun Life Small Cap Fund

(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 CAGR/Annualized return of 12.6% since its launch.  Ranked 1 in Small Cap category.  Return for 2024 was 21.5% , 2023 was 39.4% and 2022 was -6.5% .

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (06 Jun 25) ₹85.9379 ↑ 0.59   (0.69 %)
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.

DateValue
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

Aditya Birla Sun Life Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 12.2%
3 Month 18.1%
6 Month -4.9%
1 Year 7.9%
3 Year 21.8%
5 Year 29.1%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Abhinav Khandelwal31 Oct 240.58 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials20.27%
Consumer Cyclical18.36%
Financial Services17.95%
Basic Materials11.65%
Health Care10.44%
Consumer Defensive7.68%
Real Estate5.02%
Technology3.39%
Utility1.54%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX
3%₹141 Cr230,364
↑ 56,191
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹106 Cr73,267
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR
2%₹101 Cr224,193
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
2%₹97 Cr2,244,418
↓ -67,834
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
2%₹93 Cr181,892
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 532215
2%₹89 Cr750,000
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 21 | 532929
2%₹89 Cr862,251
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 543308
2%₹87 Cr1,330,824
↑ 50,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG
2%₹86 Cr459,599
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹83 Cr612,219

2. L&T Emerging Businesses Fund

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 CAGR/Annualized return of 21% since its launch.  Ranked 2 in Small Cap category.  Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (06 Jun 25) ₹82.2862 ↑ 0.99   (1.22 %)
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.

DateValue
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

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 13.8%
3 Month 17.2%
6 Month -9.9%
1 Year 5.2%
3 Year 24.5%
5 Year 35.8%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venugopal Manghat17 Dec 195.46 Yr.
Sonal Gupta1 Oct 231.67 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials26.56%
Consumer Cyclical15.68%
Financial Services15.22%
Basic Materials10.89%
Technology9.44%
Health Care7.99%
Real Estate4.93%
Consumer Defensive4.43%
Energy0.97%
Asset Allocation
Asset ClassValue
Cash3.89%
Equity96.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
2%₹351 Cr3,518,200
↑ 72,900
Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 524558
2%₹313 Cr261,377
↑ 261,377
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
2%₹306 Cr1,595,574
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | FEDERALBNK
2%₹306 Cr15,544,000
KFin Technologies Ltd (Technology)
Equity, Since 31 Aug 24 | KFINTECH
2%₹291 Cr2,429,736
Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 24 | NAM-INDIA
2%₹284 Cr4,446,300
↑ 355,900
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX
2%₹279 Cr455,150
↑ 50,216
Cohance Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 20 | SUVENPHAR
2%₹261 Cr2,298,085
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 590003
2%₹260 Cr11,912,400
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
2%₹259 Cr2,566,200

3. SBI Small Cap Fund

(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 CAGR/Annualized return of 19.7% since its launch.  Ranked 4 in Small Cap category.  Return for 2024 was 24.1% , 2023 was 25.3% and 2022 was 8.1% .

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (06 Jun 25) ₹170.073 ↑ 0.85   (0.50 %)
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.

DateValue
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

SBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for SBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 7.4%
3 Month 12.1%
6 Month -6.8%
1 Year 3.3%
3 Year 19.2%
5 Year 29.2%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Srinivasan16 Nov 1311.55 Yr.
Mohan Lal1 May 241.08 Yr.

Data below for SBI Small Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials24.3%
Consumer Cyclical18.06%
Financial Services12.76%
Basic Materials12.56%
Consumer Defensive4.4%
Health Care2.55%
Communication Services1.46%
Real Estate1.43%
Technology1.26%
Utility0.2%
Asset Allocation
Asset ClassValue
Cash20.27%
Equity79.73%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC
3%₹913 Cr89,318,180
DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS
3%₹906 Cr3,300,000
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 543308
3%₹810 Cr12,323,990
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
2%₹769 Cr9,716,991
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL
2%₹768 Cr7,900,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL
2%₹768 Cr7,700,000
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY
2%₹762 Cr9,324,049
SBI Liquid Dir Gr
Investment Fund | -
2%₹759 Cr1,860,041
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
2%₹736 Cr41,665,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jul 24 | CHOLAHLDNG
2%₹732 Cr3,928,227

4. DSP BlackRock Small Cap Fund 

(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 CAGR/Annualized return of 18% since its launch.  Ranked 7 in Small Cap category.  Return for 2024 was 25.6% , 2023 was 41.2% and 2022 was 0.5% .

Below is the key information for DSP BlackRock Small Cap Fund 

DSP BlackRock Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (06 Jun 25) ₹197.106 ↓ -0.02   (-0.01 %)
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.

DateValue
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

DSP BlackRock Small Cap Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
Invest Now

Returns for DSP BlackRock Small Cap Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 16.9%
3 Month 18.8%
6 Month -3.5%
1 Year 17.1%
3 Year 23.8%
5 Year 33.6%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Vinit Sambre21 Jun 1014.95 Yr.
Resham Jain16 Mar 187.21 Yr.

Data below for DSP BlackRock Small Cap Fund  as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical31.87%
Basic Materials19.19%
Industrials14.54%
Health Care9.09%
Consumer Defensive7.8%
Financial Services5.91%
Technology3.26%
Communication Services1.01%
Utility0.16%
Asset Allocation
Asset ClassValue
Cash7.14%
Equity92.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
4%₹501 Cr7,800,000
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144
3%₹448 Cr5,839,689
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹402 Cr1,600,000
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
3%₹390 Cr3,750,000
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
3%₹376 Cr9,200,000
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
2%₹356 Cr3,000,000
Suprajit Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | SUPRAJIT
2%₹356 Cr9,241,534
↓ -18,961
LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 532783
2%₹347 Cr10,000,000
↑ 300,000
Thangamayil Jewellery Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | THANGAMAYL
2%₹333 Cr1,587,405
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | 523025
2%₹327 Cr1,629,601

5. Sundaram Mid Cap Fund

(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 CAGR/Annualized return of 24% since its launch.  Ranked 13 in Mid Cap category.  Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (06 Jun 25) ₹1,373.83 ↑ 11.78   (0.87 %)
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.

DateValue
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

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 9.2%
3 Month 16.4%
6 Month -1.8%
1 Year 14.2%
3 Year 28.3%
5 Year 29.7%
10 Year
15 Year
Since launch 24%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 214.27 Yr.
Ratish Varier24 Feb 214.27 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical18.11%
Financial Services16.95%
Industrials13.46%
Health Care10.85%
Basic Materials10.56%
Technology6.46%
Consumer Defensive4.33%
Real Estate3.73%
Communication Services2.57%
Utility2.11%
Energy1.94%
Asset Allocation
Asset ClassValue
Cash8.92%
Equity91.08%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
3%₹387 Cr1,747,182
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹379 Cr19,247,362
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹368 Cr1,270,127
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹311 Cr6,016,821
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹283 Cr1,350,321
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹266 Cr3,879,249
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹258 Cr484,892
Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 531642
2%₹256 Cr3,599,583
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN
2%₹238 Cr9,072,077
↑ 459,958
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹231 Cr4,081,771
↓ -202,003

6. Kotak Emerging Equity Scheme

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 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% .

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme
Growth
Launch Date 30 Mar 07
NAV (06 Jun 25) ₹132.488 ↑ 0.76   (0.58 %)
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.

DateValue
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

Kotak Emerging Equity Scheme SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 10.2%
3 Month 16.8%
6 Month -2.9%
1 Year 12.4%
3 Year 24.9%
5 Year 30.8%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Atul Bhole22 Jan 241.36 Yr.

Data below for Kotak Emerging Equity Scheme as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical16.02%
Basic Materials15.47%
Industrials15.08%
Technology14.91%
Financial Services11.99%
Health Care11.92%
Energy3.11%
Real Estate2.65%
Communication Services2.23%
Consumer Defensive1.46%
Utility0.66%
Asset Allocation
Asset ClassValue
Cash4.51%
Equity95.49%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 13 | 506395
3%₹1,717 Cr7,755,250
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Mar 24 | 532843
3%₹1,695 Cr24,724,343
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 524494
3%₹1,590 Cr11,343,971
↑ 353,499
Mphasis Ltd (Technology)
Equity, Since 31 Jan 24 | 526299
3%₹1,526 Cr6,180,463
↑ 236,383
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 11 | SOLARINDS
3%₹1,455 Cr1,104,617
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 May 24 | OFSS
3%₹1,334 Cr1,529,941
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Mar 15 | OBEROIRLTY
3%₹1,315 Cr8,010,973
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JKCEMENT
2%₹1,241 Cr2,426,390
↓ -111,425
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 23 | DIXON
2%₹1,240 Cr753,620
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
2%₹1,155 Cr2,169,997

7. L&T Midcap Fund

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 CAGR/Annualized return of 19.1% since its launch.  Ranked 5 in Mid Cap category.  Return for 2024 was 39.7% , 2023 was 40% and 2022 was 1.1% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (06 Jun 25) ₹384.202 ↑ 3.31   (0.87 %)
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.

DateValue
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

L&T Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 10.5%
3 Month 18.9%
6 Month -6.7%
1 Year 10.8%
3 Year 26.2%
5 Year 27.3%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Cheenu Gupta26 Nov 222.51 Yr.
Sonal Gupta1 Oct 231.67 Yr.

Data below for L&T Midcap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials23.9%
Consumer Cyclical19.05%
Financial Services18.7%
Health Care12.73%
Technology12.54%
Consumer Defensive4.12%
Basic Materials2.54%
Utility2.12%
Communication Services1.86%
Real Estate1.22%
Asset Allocation
Asset ClassValue
Cash1.21%
Equity98.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE
5%₹509 Cr800,300
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON
5%₹501 Cr304,800
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
4%₹478 Cr4,355,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
4%₹409 Cr17,596,500
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 22 | PERSISTENT
4%₹387 Cr727,100
↓ -100,198
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
3%₹368 Cr1,757,400
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
3%₹353 Cr681,700
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 500850
3%₹345 Cr4,385,000
↓ -397,177
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | FEDERALBNK
3%₹343 Cr17,459,100
↓ -1,341,900
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 24 | POWERINDIA
3%₹330 Cr227,000

8. HDFC Small Cap Fund

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 CAGR/Annualized return of 16.5% since its launch.  Ranked 9 in Small Cap category.  Return for 2024 was 20.4% , 2023 was 44.8% and 2022 was 4.6% .

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (06 Jun 25) ₹137.037 ↑ 0.22   (0.16 %)
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.

DateValue
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

HDFC Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310
Invest Now

Returns for HDFC Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 12.8%
3 Month 15.6%
6 Month -5.1%
1 Year 9.9%
3 Year 26.8%
5 Year 34.6%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Chirag Setalvad28 Jun 1410.93 Yr.
Dhruv Muchhal22 Jun 231.94 Yr.

Data below for HDFC Small Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials22.59%
Consumer Cyclical17.44%
Financial Services14.26%
Technology13.79%
Health Care12.78%
Basic Materials7.28%
Consumer Defensive2.01%
Communication Services1.98%
Utility0.31%
Asset Allocation
Asset ClassValue
Cash7.56%
Equity92.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
6%₹1,853 Cr54,385,267
↑ 102,686
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
4%₹1,232 Cr24,394,493
↑ 67,840
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
4%₹1,170 Cr46,828,792
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
3%₹948 Cr3,769,293
↑ 19,197
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
3%₹856 Cr5,974,796
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
3%₹780 Cr18,501,699
↑ 1,121,276
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 532843
3%₹777 Cr11,340,132
↓ -1,113,143
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 543308
2%₹752 Cr11,442,105
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL
2%₹655 Cr12,105,104
↑ 49,104
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹647 Cr2,469,936

9. Franklin India Smaller Companies Fund

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 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% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (06 Jun 25) ₹173.823 ↑ 0.80   (0.46 %)
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.

DateValue
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

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹721,906.
Net Profit of ₹421,906
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 10.9%
3 Month 17.5%
6 Month -5.5%
1 Year 4.3%
3 Year 28.2%
5 Year 35.1%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
R. Janakiraman1 Feb 1114.34 Yr.
Sandeep Manam18 Oct 213.62 Yr.
Akhil Kalluri8 Sep 222.73 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services19.29%
Industrials18.43%
Consumer Cyclical15.94%
Health Care11.17%
Basic Materials9.67%
Technology5.83%
Real Estate4.61%
Consumer Defensive3.63%
Utility2.72%
Energy0.88%
Asset Allocation
Asset ClassValue
Cash7.67%
Equity92.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
3%₹405 Cr8,018,630
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹398 Cr3,868,691
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
3%₹322 Cr48,064,081
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹305 Cr13,998,917
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
2%₹269 Cr1,387,967
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹267 Cr1,866,828
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹256 Cr4,963,469
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹234 Cr1,448,723
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹233 Cr6,900,000
Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH
2%₹232 Cr3,220,340
↑ 157,640

10. Edelweiss Mid Cap Fund

(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 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% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (06 Jun 25) ₹100.691 ↑ 0.98   (0.98 %)
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.

DateValue
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

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25

DurationReturns
1 Month 9.2%
3 Month 17.7%
6 Month -1.9%
1 Year 18.4%
3 Year 29.3%
5 Year 33.8%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dhruv Bhatia14 Oct 240.63 Yr.
Trideep Bhattacharya1 Oct 213.67 Yr.
Raj Koradia1 Aug 240.83 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services22.07%
Consumer Cyclical17.22%
Industrials12.28%
Health Care10.9%
Technology10.04%
Basic Materials9.68%
Consumer Defensive5.61%
Real Estate3.38%
Communication Services2.22%
Energy1.78%
Utility1.38%
Asset Allocation
Asset ClassValue
Cash3.44%
Equity96.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
4%₹325 Cr197,393
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 500850
3%₹295 Cr3,744,155
↓ -292,320
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
3%₹294 Cr2,674,120
Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 531642
3%₹284 Cr3,992,722
↑ 36,768
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
3%₹257 Cr195,410
↑ 2,289
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹257 Cr482,434
↓ -17,602
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹232 Cr317,773
↑ 31,458
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 532827
2%₹225 Cr49,386
↑ 8,615
Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 500257
2%₹212 Cr1,011,128
↑ 123,959
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹212 Cr1,301,403

How to Invest in Mid & Small Cap Funds?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
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.
How helpful was this page ?
Rated 4.7, based on 3 reviews.
POST A COMMENT