+91-22-48913909Best Mid & Small Cap Equity Mutual Funds 2026
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.
Talk to our investment specialist
Fund Selection Methodology used to find 10 funds
Top 10 Best Mid & Small Cap Funds To Invest In 2026
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹86.0144
↑ 1.12 ₹4,882 3.3 0.2 11.3 19.1 15 -3.7 SBI Small Cap Fund Growth ₹165.473
↑ 1.90 ₹34,932 1.7 -3.7 3 14.3 15.7 -4.9 DSP Small Cap Fund Growth ₹201.101
↑ 1.71 ₹16,886 5.2 4.4 16.7 21.4 20.2 -2.8 Sundaram Mid Cap Fund Growth ₹1,419.1
↑ 16.94 ₹13,235 1 0.3 13.6 24.8 20.1 4.1 HDFC Small Cap Fund Growth ₹133.454
↑ 1.62 ₹37,424 -1.3 -5.5 8.8 17.9 19.8 -0.6 Franklin India Smaller Companies Fund Growth ₹166.42
↑ 1.76 ₹12,934 2.3 -1.2 6 19 20.3 -8.4 DSP Midcap Fund Growth ₹148.81
↑ 1.60 ₹19,641 0.2 0.4 14.3 20.6 14.3 1.7 BNP Paribas Mid Cap Fund Growth ₹106.027
↑ 0.93 ₹2,341 2.5 4 13.8 21.5 17.9 2.5 Sundaram Small Cap Fund Growth ₹262.8
↑ 3.76 ₹3,306 2.2 0.3 13.1 20.6 19.4 0.4 Edelweiss Mid Cap Fund Growth ₹102.909
↑ 1.20 ₹14,355 0.1 0.5 13 25.7 21.3 3.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Apr 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund DSP Small Cap Fund Sundaram Mid Cap Fund HDFC Small Cap Fund Franklin India Smaller Companies Fund DSP Midcap Fund BNP Paribas Mid Cap Fund Sundaram Small Cap Fund Edelweiss Mid Cap Fund Point 1 Bottom quartile AUM (₹4,882 Cr). Top quartile AUM (₹34,932 Cr). Upper mid AUM (₹16,886 Cr). Lower mid AUM (₹13,235 Cr). Highest AUM (₹37,424 Cr). Lower mid AUM (₹12,934 Cr). Upper mid AUM (₹19,641 Cr). Bottom quartile AUM (₹2,341 Cr). Bottom quartile AUM (₹3,306 Cr). Upper mid AUM (₹14,355 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (23 yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (19+ yrs). Established history (19+ yrs). Established history (21+ yrs). Established history (18+ yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 14.96% (bottom quartile). 5Y return: 15.74% (bottom quartile). 5Y return: 20.23% (upper mid). 5Y return: 20.14% (upper mid). 5Y return: 19.82% (upper mid). 5Y return: 20.31% (top quartile). 5Y return: 14.29% (bottom quartile). 5Y return: 17.89% (lower mid). 5Y return: 19.42% (lower mid). 5Y return: 21.25% (top quartile). Point 6 3Y return: 19.06% (lower mid). 3Y return: 14.27% (bottom quartile). 3Y return: 21.43% (upper mid). 3Y return: 24.83% (top quartile). 3Y return: 17.94% (bottom quartile). 3Y return: 19.03% (bottom quartile). 3Y return: 20.57% (lower mid). 3Y return: 21.46% (upper mid). 3Y return: 20.61% (upper mid). 3Y return: 25.72% (top quartile). Point 7 1Y return: 11.29% (lower mid). 1Y return: 2.98% (bottom quartile). 1Y return: 16.73% (top quartile). 1Y return: 13.58% (upper mid). 1Y return: 8.77% (bottom quartile). 1Y return: 6.05% (bottom quartile). 1Y return: 14.34% (top quartile). 1Y return: 13.76% (upper mid). 1Y return: 13.13% (upper mid). 1Y return: 12.95% (lower mid). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 2.64 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: -0.83 (bottom quartile). Alpha: 2.54 (upper mid). Alpha: 2.75 (top quartile). Alpha: 6.09 (top quartile). Alpha: 1.12 (upper mid). Point 9 Sharpe: 0.95 (lower mid). Sharpe: 0.34 (bottom quartile). Sharpe: 0.90 (lower mid). Sharpe: 1.49 (top quartile). Sharpe: 0.86 (bottom quartile). Sharpe: 0.48 (bottom quartile). Sharpe: 1.46 (upper mid). Sharpe: 1.59 (top quartile). Sharpe: 1.01 (upper mid). Sharpe: 1.33 (upper mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.16 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.58 (bottom quartile). Information ratio: -0.74 (bottom quartile). Information ratio: -0.68 (bottom quartile). Information ratio: -0.31 (lower mid). Information ratio: 0.33 (top quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
DSP Small Cap Fund
Sundaram Mid Cap Fund
HDFC Small Cap Fund
Franklin India Smaller Companies Fund
DSP Midcap Fund
BNP Paribas Mid Cap Fund
Sundaram Small Cap Fund
Edelweiss Mid 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. Below is the key information for Aditya Birla Sun Life Small Cap 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 Research Highlights for SBI Small Cap Fund 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 Research Highlights for DSP Small Cap Fund Below is the key information for DSP 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. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Research Highlights for HDFC Small Cap Fund 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. Research Highlights for Franklin India Smaller Companies Fund Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Small and Mid 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 midcap 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 Research Highlights for DSP Midcap Fund Below is the key information for DSP Midcap Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on (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. Research Highlights for Sundaram Small Cap Fund Below is the key information for Sundaram Small Cap 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. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (17 Apr 26) ₹86.0144 ↑ 1.12 (1.32 %) 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,119 31 Mar 23 ₹11,626 31 Mar 24 ₹16,987 31 Mar 25 ₹17,771 31 Mar 26 ₹17,904 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 17 Apr 26 Duration Returns 1 Month 9% 3 Month 3.3% 6 Month 0.2% 1 Year 11.3% 3 Year 19.1% 5 Year 15% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.7% 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% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Abhinav Khandelwal 31 Oct 24 1.42 Yr. Dhaval Joshi 21 Nov 22 3.36 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 22.08% Consumer Cyclical 16.48% Health Care 13.68% Industrials 13.66% Basic Materials 11.28% Consumer Defensive 7.96% Real Estate 3.8% Technology 2.7% Utility 1.48% Asset Allocation
Asset Class Value Cash 6.87% Equity 93.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR3% ₹142 Cr 230,000 Sai Life Sciences Ltd (Healthcare)
Equity, Since 30 Jun 25 | SAILIFE3% ₹125 Cr 1,286,665 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX3% ₹114 Cr 478,000
↓ -88,000 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL3% ₹112 Cr 1,078,825 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS3% ₹112 Cr 1,312,944 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5900032% ₹100 Cr 3,472,155 Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5001012% ₹89 Cr 2,642,013 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 25 | UJJIVANSFB2% ₹86 Cr 17,107,129
↑ 2,276,736 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING2% ₹82 Cr 1,081,130 Ramco Cements Ltd (Basic Materials)
Equity, Since 28 Feb 25 | RAMCOCEM2% ₹79 Cr 858,998 2. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (17 Apr 26) ₹165.473 ↑ 1.90 (1.16 %) Net Assets (Cr) ₹34,932 on 28 Feb 26 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.34 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 Mar 21 ₹10,000 31 Mar 22 ₹12,826 31 Mar 23 ₹13,623 31 Mar 24 ₹18,594 31 Mar 25 ₹19,607 31 Mar 26 ₹18,444 Returns for SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26 Duration Returns 1 Month 9.4% 3 Month 1.7% 6 Month -3.7% 1 Year 3% 3 Year 14.3% 5 Year 15.7% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 -4.9% 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% Fund Manager information for SBI Small Cap Fund
Name Since Tenure R. Srinivasan 16 Nov 13 12.38 Yr. Data below for SBI Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 25.42% Industrials 22.89% Basic Materials 13.47% Financial Services 13.22% Technology 5.53% Consumer Defensive 3.77% Health Care 2.37% Real Estate 0.89% Communication Services 0.69% Asset Allocation
Asset Class Value Cash 8.09% Equity 91.71% Debt 0.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ather Energy Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | ATHERENERG5% ₹1,515 Cr 20,096,960 Nifty Index 28-04-2026
Derivatives, Since 31 Mar 26 | -3% ₹1,122 Cr 500,175
↑ 500,175 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | ZFCVINDIA3% ₹964 Cr 700,000 City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB3% ₹943 Cr 39,314,614
↓ -308,778 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Mar 20 | NAVINFLUOR3% ₹924 Cr 1,500,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL3% ₹836 Cr 7,900,000 Belrise Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 25 | BELRISE3% ₹810 Cr 43,542,092 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Dec 25 | HONAUT2% ₹785 Cr 298,145
↑ 68,145 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 5433082% ₹766 Cr 12,323,990 DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS2% ₹758 Cr 3,300,000 3. DSP Small Cap Fund
DSP Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (17 Apr 26) ₹201.101 ↑ 1.71 (0.86 %) Net Assets (Cr) ₹16,886 on 28 Feb 26 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.9 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 Mar 21 ₹10,000 31 Mar 22 ₹13,921 31 Mar 23 ₹13,701 31 Mar 24 ₹19,782 31 Mar 25 ₹21,554 31 Mar 26 ₹22,131 Returns for DSP Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26 Duration Returns 1 Month 11.2% 3 Month 5.2% 6 Month 4.4% 1 Year 16.7% 3 Year 21.4% 5 Year 20.2% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.8% 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% Fund Manager information for DSP Small Cap Fund
Name Since Tenure Vinit Sambre 21 Jun 10 15.79 Yr. Data below for DSP Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 33.83% Basic Materials 16.53% Industrials 15.06% Health Care 9.95% Financial Services 8.14% Consumer Defensive 7.04% Technology 2.32% Communication Services 0.5% Utility 0.03% Asset Allocation
Asset Class Value Cash 6.6% Equity 93.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH6% ₹943 Cr 6,196,634 Thangamayil Jewellery Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | THANGAMAYL4% ₹575 Cr 1,677,908 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG3% ₹500 Cr 3,762,866
↓ -173,926 Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5321443% ₹447 Cr 5,500,000 Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA2% ₹381 Cr 7,000,000 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 5433582% ₹367 Cr 1,770,029 Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 5433062% ₹364 Cr 3,750,000 LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 5327832% ₹363 Cr 10,000,000 Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 5323562% ₹349 Cr 9,200,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 14 | 5244942% ₹336 Cr 2,101,047 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (17 Apr 26) ₹1,419.1 ↑ 16.94 (1.21 %) Net Assets (Cr) ₹13,235 on 28 Feb 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 1.49 Information Ratio 0.16 Alpha Ratio 2.64 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 Mar 21 ₹10,000 31 Mar 22 ₹12,106 31 Mar 23 ₹12,410 31 Mar 24 ₹19,105 31 Mar 25 ₹21,475 31 Mar 26 ₹22,051 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26 Duration Returns 1 Month 7.8% 3 Month 1% 6 Month 0.3% 1 Year 13.6% 3 Year 24.8% 5 Year 20.1% 10 Year 15 Year Since launch 23.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 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% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 5.1 Yr. Shalav Saket 31 Dec 25 0.25 Yr. Data below for Sundaram Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 19.57% Industrials 17.16% Consumer Cyclical 15.4% Health Care 10.25% Basic Materials 9.32% Technology 7.53% Consumer Defensive 6.07% Real Estate 3.07% Utility 2.99% Communication Services 2.8% Energy 1.77% Asset Allocation
Asset Class Value Cash 4.07% Equity 95.91% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004804% ₹482 Cr 1,070,000
↓ -17,767 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222753% ₹410 Cr 1,125,000
↓ -36,757 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹329 Cr 11,498,475 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹314 Cr 1,642,029
↑ 40,290 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹270 Cr 10,399,688 Sundaram Liquid Dir Gr
Investment Fund | -2% ₹256 Cr 1,053,586
↑ 822,222 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE2% ₹254 Cr 945,165 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹253 Cr 6,735,835 Marico Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5316422% ₹250 Cr 3,395,879 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹250 Cr 1,080,069
↑ 30,000 5. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (17 Apr 26) ₹133.454 ↑ 1.62 (1.23 %) Net Assets (Cr) ₹37,424 on 28 Feb 26 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.86 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 Mar 21 ₹10,000 31 Mar 22 ₹13,435 31 Mar 23 ₹15,069 31 Mar 24 ₹22,261 31 Mar 25 ₹22,951 31 Mar 26 ₹22,395 Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26 Duration Returns 1 Month 7.9% 3 Month -1.3% 6 Month -5.5% 1 Year 8.8% 3 Year 17.9% 5 Year 19.8% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.6% 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% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Chirag Setalvad 28 Jun 14 11.77 Yr. Dhruv Muchhal 22 Jun 23 2.78 Yr. Data below for HDFC Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 22.97% Consumer Cyclical 20.17% Financial Services 13.84% Health Care 11.71% Technology 9.89% Basic Materials 7.46% Consumer Defensive 4.29% Communication Services 1.6% Asset Allocation
Asset Class Value Cash 8.07% Equity 91.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM4% ₹1,575 Cr 24,067,031
↑ 139,897 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA4% ₹1,508 Cr 46,828,792 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL3% ₹1,197 Cr 56,160,355
↑ 895,993 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX3% ₹967 Cr 3,046,989
↑ 45,000 Indian Bank (Financial Services)
Equity, Since 31 Jul 16 | INDIANB3% ₹960 Cr 9,688,128 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL2% ₹928 Cr 9,293,189
↑ 50,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹897 Cr 6,601,945
↑ 45,294 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | FORTIS2% ₹890 Cr 9,440,132 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹830 Cr 11,133,566
↑ 6,400 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP2% ₹700 Cr 5,229,582 6. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (17 Apr 26) ₹166.42 ↑ 1.76 (1.07 %) Net Assets (Cr) ₹12,934 on 28 Feb 26 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.48 Information Ratio -0.58 Alpha Ratio -0.83 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 Mar 21 ₹10,000 31 Mar 22 ₹13,137 31 Mar 23 ₹14,275 31 Mar 24 ₹21,824 31 Mar 25 ₹22,461 31 Mar 26 ₹21,457 Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26 Duration Returns 1 Month 10.2% 3 Month 2.3% 6 Month -1.2% 1 Year 6% 3 Year 19% 5 Year 20.3% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -8.4% 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% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.17 Yr. Sandeep Manam 18 Oct 21 4.45 Yr. Akhil Kalluri 8 Sep 22 3.56 Yr. Data below for Franklin India Smaller Companies Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 18.2% Financial Services 18.2% Industrials 18.18% Basic Materials 10.17% Health Care 9.95% Technology 8.1% Real Estate 3.71% Consumer Defensive 3.44% Utility 3.41% Asset Allocation
Asset Class Value Cash 6.65% Equity 93.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA2% ₹320 Cr 3,895,864 Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK2% ₹309 Cr 48,064,081 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM2% ₹306 Cr 4,675,704 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE2% ₹269 Cr 3,868,691 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL2% ₹266 Cr 2,616,654
↓ -393,625 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 22 | KIRLOSENG2% ₹258 Cr 1,850,935
↓ -250,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS2% ₹254 Cr 1,866,828 Kajaria Ceramics Ltd (Industrials)
Equity, Since 30 Apr 25 | KAJARIACER2% ₹239 Cr 2,499,656
↑ 400,000 DCB Bank Ltd (Financial Services)
Equity, Since 31 May 18 | DCBBANK2% ₹226 Cr 12,199,095 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR2% ₹219 Cr 1,387,967 7. DSP Midcap Fund
DSP Midcap Fund
Growth Launch Date 14 Nov 06 NAV (17 Apr 26) ₹148.81 ↑ 1.60 (1.09 %) Net Assets (Cr) ₹19,641 on 28 Feb 26 Category Equity - Mid Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 1.46 Information Ratio -0.74 Alpha Ratio 2.54 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 Mar 21 ₹10,000 31 Mar 22 ₹11,300 31 Mar 23 ₹10,787 31 Mar 24 ₹15,242 31 Mar 25 ₹17,118 31 Mar 26 ₹17,437 Returns for DSP Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26 Duration Returns 1 Month 7.3% 3 Month 0.2% 6 Month 0.4% 1 Year 14.3% 3 Year 20.6% 5 Year 14.3% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 1.7% 2024 22.4% 2023 38.4% 2022 -4.9% 2021 28.3% 2020 23.6% 2019 9.2% 2018 -10.2% 2017 39.8% 2016 11.4% Fund Manager information for DSP Midcap Fund
Name Since Tenure Vinit Sambre 1 Jul 12 13.76 Yr. Abhishek Ghosh 1 Sep 22 3.58 Yr. Data below for DSP Midcap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 24.13% Consumer Cyclical 17.41% Basic Materials 14.35% Industrials 12.39% Health Care 10.07% Technology 7.76% Communication Services 3.91% Energy 2.83% Real Estate 2.27% Consumer Defensive 0.89% Asset Allocation
Asset Class Value Cash 3.98% Equity 96.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE3% ₹606 Cr 5,440,349
↑ 499,074 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 5244943% ₹543 Cr 3,393,501
↓ -602,706 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 25 | CHOLAFIN3% ₹471 Cr 3,478,940
↑ 1,036,100 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | SCHAEFFLER3% ₹469 Cr 1,220,900
↓ -44,270 Voltas Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | VOLTAS3% ₹463 Cr 3,639,527 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5328433% ₹454 Cr 5,713,758 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Oct 24 | 5322863% ₹442 Cr 3,974,101
↓ -400,344 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 15 | 5002713% ₹439 Cr 2,946,419 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 5063952% ₹436 Cr 2,282,965 Supreme Industries Ltd (Industrials)
Equity, Since 31 Aug 15 | 5099302% ₹425 Cr 1,135,100 8. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (17 Apr 26) ₹106.027 ↑ 0.93 (0.89 %) Net Assets (Cr) ₹2,341 on 28 Feb 26 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio 1.59 Information Ratio -0.68 Alpha Ratio 2.75 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,407 31 Mar 23 ₹12,383 31 Mar 24 ₹18,186 31 Mar 25 ₹19,737 31 Mar 26 ₹20,473 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26 Duration Returns 1 Month 7.1% 3 Month 2.5% 6 Month 4% 1 Year 13.8% 3 Year 21.5% 5 Year 17.9% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 2.5% 2024 28.5% 2023 32.6% 2022 4.7% 2021 41.5% 2020 23.1% 2019 5.2% 2018 -17.5% 2017 49% 2016 -1.2% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Pratish Krishnan 29 Nov 25 0.34 Yr. Himanshu Singh 21 Oct 24 1.44 Yr. Data below for BNP Paribas Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 22.66% Industrials 17% Consumer Cyclical 15.62% Basic Materials 13.22% Health Care 12.82% Technology 5.7% Real Estate 1.91% Energy 1.73% Consumer Defensive 0.93% Communication Services 0.89% Asset Allocation
Asset Class Value Cash 7.51% Equity 92.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 5222754% ₹91 Cr 250,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA3% ₹65 Cr 26,955
↓ -3,045 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹63 Cr 740,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR3% ₹59 Cr 95,608 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK2% ₹52 Cr 2,000,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 5001032% ₹49 Cr 2,000,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5244942% ₹48 Cr 300,000 National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5322342% ₹46 Cr 1,200,000 BSE Ltd (Financial Services)
Equity, Since 30 Nov 25 | BSE2% ₹45 Cr 168,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433902% ₹45 Cr 315,000 9. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (17 Apr 26) ₹262.8 ↑ 3.76 (1.45 %) 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 31 Mar 21 ₹10,000 31 Mar 22 ₹13,713 31 Mar 23 ₹13,694 31 Mar 24 ₹20,481 31 Mar 25 ₹21,101 31 Mar 26 ₹21,304 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26 Duration Returns 1 Month 12.8% 3 Month 2.2% 6 Month 0.3% 1 Year 13.1% 3 Year 20.6% 5 Year 19.4% 10 Year 15 Year Since launch 16.7% 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 3.42 Yr. Data below for Sundaram Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 21.48% Industrials 19.68% Financial Services 18.97% Health Care 12.65% Basic Materials 8.52% Communication Services 4.99% Technology 3.5% Consumer Defensive 2.86% Real Estate 2.1% Utility 1% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.75% Debt 0.1% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH4% ₹121 Cr 349,511
↓ -3,078 Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM4% ₹113 Cr 1,681,362 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹90 Cr 577,256 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE3% ₹86 Cr 594,278
↑ 24,633 E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY3% ₹81 Cr 1,045,263
↑ 38,877 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5433203% ₹76 Cr 3,324,013
↑ 481,686 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING3% ₹75 Cr 992,680 Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN2% ₹74 Cr 106,539 DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK2% ₹70 Cr 4,443,809 Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 5434172% ₹67 Cr 1,534,556
↑ 32,858 10. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (17 Apr 26) ₹102.909 ↑ 1.20 (1.18 %) Net Assets (Cr) ₹14,355 on 28 Feb 26 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 1.33 Information Ratio 0.33 Alpha Ratio 1.12 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 Mar 21 ₹10,000 31 Mar 22 ₹12,566 31 Mar 23 ₹12,920 31 Mar 24 ₹19,379 31 Mar 25 ₹22,786 31 Mar 26 ₹23,346 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26 Duration Returns 1 Month 6.8% 3 Month 0.1% 6 Month 0.5% 1 Year 13% 3 Year 25.7% 5 Year 21.3% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.8% 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% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 1.46 Yr. Trideep Bhattacharya 1 Oct 21 4.5 Yr. Raj Koradia 1 Aug 24 1.66 Yr. Data below for Edelweiss Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 27.89% Industrials 14.27% Consumer Cyclical 12.93% Basic Materials 10.8% Health Care 8.2% Technology 5.82% Consumer Defensive 4.86% Communication Services 3.08% Energy 2.82% Real Estate 2.07% Utility 1.47% Asset Allocation
Asset Class Value Cash 5.79% Equity 94.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹400 Cr 15,420,551
↑ 4,260,828 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX2% ₹328 Cr 1,372,945 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316422% ₹325 Cr 4,417,032 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5406112% ₹282 Cr 3,350,484
↑ 507,903 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 5328432% ₹275 Cr 3,454,648 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL2% ₹269 Cr 5,661,327 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 5328142% ₹264 Cr 3,120,547 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Jun 22 | APLAPOLLO2% ₹247 Cr 1,276,129
↓ -10,399 BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE2% ₹247 Cr 918,671 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT2% ₹238 Cr 488,766
How to Invest in Mid & Small Cap Funds?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
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.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Aditya Birla Sun Life Small Cap Fund