Most of the investors take a SIP route when planning to invest in Equity Funds. Due to its investment style and minimum investment amount, investors feel the ease of Investing through it. SIP or Systematic Investment plan is also the most effective way of investing in an equity fund. A SIP is usually a monthly or a quarterly investment that happens automatically on a pre-decided date. Due to its investment process, it can prevent from the pitfalls of equity investments. SIPs are also a great tool to make investing become a habit. One can also attain their Financial goals by taking a SIP route. Since, mid and small caps are ideal for a long-term plan, investors can plan investment goals like Retirement planning, purchase of a house, a child's higher education, etc. Investors can choose the best mid and Small cap funds for SIP investment from the below-listed table that are based on AUM above 1500 Cr.
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Fund Selection Methodology used to find 9 funds
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential MidCap Fund Growth ₹309.69
↑ 13.13 ₹7,280 100 -7.3 -1 24.4 23.2 18.2 11.1 TATA Mid Cap Growth Fund Growth ₹425.273
↑ 16.39 ₹5,505 150 -10.6 -5.6 10.4 19.1 15.5 5.8 BNP Paribas Mid Cap Fund Growth ₹101.114
↑ 3.44 ₹2,341 300 -8.3 -4.3 12.2 18.8 15.6 2.5 Aditya Birla Sun Life Midcap Fund Growth ₹749.42
↑ 30.54 ₹6,130 1,000 -11.7 -8.2 8.1 17.7 15 4.4 IDBI Midcap Fund Growth ₹27.1122
↑ 1.02 ₹337 500 -11.3 -10.5 6.7 17.7 12.7 -1.2 Aditya Birla Sun Life Small Cap Fund Growth ₹82.0232
↑ 2.79 ₹4,882 1,000 -2.8 -2.6 12.7 17.7 13.1 -3.7 Sundaram Small Cap Fund Growth ₹249.729
↑ 11.14 ₹3,306 100 -9.3 -8.6 11.4 17.4 17.2 0.4 IDBI Small Cap Fund Growth ₹28.0953
↑ 0.92 ₹606 500 -2.7 -7.8 3.9 16.7 17.1 -13.4 ICICI Prudential Smallcap Fund Growth ₹80.11
↑ 2.50 ₹8,355 100 -5.8 -8.3 7.1 14.4 16.6 -0.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Apr 26 Research Highlights & Commentary of 9 Funds showcased
Commentary ICICI Prudential MidCap Fund TATA Mid Cap Growth Fund BNP Paribas Mid Cap Fund Aditya Birla Sun Life Midcap Fund IDBI Midcap Fund Aditya Birla Sun Life Small Cap Fund Sundaram Small Cap Fund IDBI Small Cap Fund ICICI Prudential Smallcap Fund Point 1 Top quartile AUM (₹7,280 Cr). Upper mid AUM (₹5,505 Cr). Bottom quartile AUM (₹2,341 Cr). Upper mid AUM (₹6,130 Cr). Bottom quartile AUM (₹337 Cr). Lower mid AUM (₹4,882 Cr). Lower mid AUM (₹3,306 Cr). Bottom quartile AUM (₹606 Cr). Highest AUM (₹8,355 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (31 yrs). Established history (19+ yrs). Established history (23+ yrs). Established history (9+ yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (8+ yrs). Established history (18+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (top quartile). Rating: 3★ (upper mid). Not Rated. Top rated. Rating: 3★ (upper mid). Not Rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: 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. Point 5 5Y return: 18.20% (top quartile). 5Y return: 15.55% (lower mid). 5Y return: 15.56% (lower mid). 5Y return: 15.04% (bottom quartile). 5Y return: 12.71% (bottom quartile). 5Y return: 13.09% (bottom quartile). 5Y return: 17.20% (top quartile). 5Y return: 17.06% (upper mid). 5Y return: 16.61% (upper mid). Point 6 3Y return: 23.25% (top quartile). 3Y return: 19.13% (top quartile). 3Y return: 18.77% (upper mid). 3Y return: 17.71% (upper mid). 3Y return: 17.71% (lower mid). 3Y return: 17.67% (lower mid). 3Y return: 17.44% (bottom quartile). 3Y return: 16.67% (bottom quartile). 3Y return: 14.41% (bottom quartile). Point 7 1Y return: 24.44% (top quartile). 1Y return: 10.44% (lower mid). 1Y return: 12.17% (upper mid). 1Y return: 8.09% (lower mid). 1Y return: 6.73% (bottom quartile). 1Y return: 12.72% (top quartile). 1Y return: 11.40% (upper mid). 1Y return: 3.86% (bottom quartile). 1Y return: 7.11% (bottom quartile). Point 8 Alpha: 7.09 (top quartile). Alpha: 2.00 (lower mid). Alpha: 2.75 (upper mid). Alpha: -2.93 (bottom quartile). Alpha: -7.67 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 6.09 (top quartile). Alpha: -1.94 (bottom quartile). Alpha: 3.69 (upper mid). Point 9 Sharpe: 1.77 (top quartile). Sharpe: 1.43 (upper mid). Sharpe: 1.59 (top quartile). Sharpe: 1.02 (upper mid). Sharpe: 0.70 (bottom quartile). Sharpe: 0.95 (lower mid). Sharpe: 1.01 (lower mid). Sharpe: 0.42 (bottom quartile). Sharpe: 0.86 (bottom quartile). Point 10 Information ratio: 0.34 (top quartile). Information ratio: -0.61 (upper mid). Information ratio: -0.68 (lower mid). Information ratio: -0.93 (bottom quartile). Information ratio: -0.86 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: -0.31 (upper mid). Information ratio: -0.71 (bottom quartile). Information ratio: -0.64 (lower mid). ICICI Prudential MidCap Fund
TATA Mid Cap Growth Fund
BNP Paribas Mid Cap Fund
Aditya Birla Sun Life Midcap Fund
IDBI Midcap Fund
Aditya Birla Sun Life Small Cap Fund
Sundaram Small Cap Fund
IDBI Small Cap Fund
ICICI Prudential Smallcap Fund
*Funds mentioned are have To generate capital appreciation by actively investing in diversified mid cap stocks. Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth 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 An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks. Research Highlights for Aditya Birla Sun Life Midcap Fund Below is the key information for Aditya Birla Sun Life Midcap Fund Returns up to 1 year are on The objective of the scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Midcap Fund Below is the key information for IDBI Midcap Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Small & Midcap Fund) An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time. Research Highlights for Aditya Birla Sun Life Small Cap Fund Below is the key information for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on (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 The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. Research Highlights for IDBI Small Cap Fund Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Indo Asia Equity Fund) ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for ICICI Prudential Smallcap Fund Below is the key information for ICICI Prudential Smallcap Fund Returns up to 1 year are on Asset Under Management (AUM) > 200 Crore
1. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (08 Apr 26) ₹309.69 ↑ 13.13 (4.43 %) Net Assets (Cr) ₹7,280 on 28 Feb 26 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 1.77 Information Ratio 0.34 Alpha Ratio 7.09 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -5.3% 3 Month -7.3% 6 Month -1% 1 Year 24.4% 3 Year 23.2% 5 Year 18.2% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.1% 2023 27% 2022 32.8% 2021 3.1% 2020 44.8% 2019 19.1% 2018 -0.6% 2017 -10.8% 2016 42.9% 2015 4.8% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Data below for ICICI Prudential MidCap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (08 Apr 26) ₹425.273 ↑ 16.39 (4.01 %) Net Assets (Cr) ₹5,505 on 28 Feb 26 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 1.43 Information Ratio -0.61 Alpha Ratio 2 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -5.3% 3 Month -10.6% 6 Month -5.6% 1 Year 10.4% 3 Year 19.1% 5 Year 15.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.8% 2023 22.7% 2022 40.5% 2021 0.6% 2020 40% 2019 24.3% 2018 6.5% 2017 -13% 2016 49.8% 2015 -2.2% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Data below for TATA Mid Cap Growth Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (08 Apr 26) ₹101.114 ↑ 3.44 (3.52 %) 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 Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -5.1% 3 Month -8.3% 6 Month -4.3% 1 Year 12.2% 3 Year 18.8% 5 Year 15.6% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 2023 28.5% 2022 32.6% 2021 4.7% 2020 41.5% 2019 23.1% 2018 5.2% 2017 -17.5% 2016 49% 2015 -1.2% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Data below for BNP Paribas Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (08 Apr 26) ₹749.42 ↑ 30.54 (4.25 %) Net Assets (Cr) ₹6,130 on 28 Feb 26 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 1.02 Information Ratio -0.93 Alpha Ratio -2.93 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 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -4.9% 3 Month -11.7% 6 Month -8.2% 1 Year 8.1% 3 Year 17.7% 5 Year 15% 10 Year 15 Year Since launch 19.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.4% 2023 22% 2022 39.9% 2021 -5.3% 2020 50.4% 2019 15.5% 2018 -3.7% 2017 -16% 2016 44.8% 2015 5.7% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Data below for Aditya Birla Sun Life Midcap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. IDBI Midcap Fund
IDBI Midcap Fund
Growth Launch Date 25 Jan 17 NAV (08 Apr 26) ₹27.1122 ↑ 1.02 (3.90 %) Net Assets (Cr) ₹337 on 28 Feb 26 Category Equity - Mid Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 0.7 Information Ratio -0.86 Alpha Ratio -7.67 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 Returns for IDBI Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -4.9% 3 Month -11.3% 6 Month -10.5% 1 Year 6.7% 3 Year 17.7% 5 Year 12.7% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.2% 2023 29.1% 2022 35.9% 2021 -4.1% 2020 36.6% 2019 24.3% 2018 -2.5% 2017 -14.5% 2016 2015 Fund Manager information for IDBI Midcap Fund
Name Since Tenure Data below for IDBI Midcap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (08 Apr 26) ₹82.0232 ↑ 2.79 (3.52 %) 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 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 8 Apr 26 Duration Returns 1 Month 0.4% 3 Month -2.8% 6 Month -2.6% 1 Year 12.7% 3 Year 17.7% 5 Year 13.1% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 21.5% 2022 39.4% 2021 -6.5% 2020 51.4% 2019 19.8% 2018 -11.5% 2017 -22.6% 2016 56.7% 2015 9.7% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (08 Apr 26) ₹249.729 ↑ 11.14 (4.67 %) 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 Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -1.5% 3 Month -9.3% 6 Month -8.6% 1 Year 11.4% 3 Year 17.4% 5 Year 17.2% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.4% 2023 19.1% 2022 45.3% 2021 -2.1% 2020 60.3% 2019 26.2% 2018 -6.1% 2017 -29.2% 2016 55.6% 2015 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Data below for Sundaram Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. IDBI Small Cap Fund
IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (08 Apr 26) ₹28.0953 ↑ 0.92 (3.38 %) Net Assets (Cr) ₹606 on 28 Feb 26 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 0.42 Information Ratio -0.71 Alpha Ratio -1.94 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 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month 1.3% 3 Month -2.7% 6 Month -7.8% 1 Year 3.9% 3 Year 16.7% 5 Year 17.1% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -13.4% 2023 40% 2022 33.4% 2021 2.4% 2020 64.7% 2019 19% 2018 -4.4% 2017 -15% 2016 2015 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Data below for IDBI Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. ICICI Prudential Smallcap Fund
ICICI Prudential Smallcap Fund
Growth Launch Date 18 Oct 07 NAV (08 Apr 26) ₹80.11 ↑ 2.50 (3.22 %) Net Assets (Cr) ₹8,355 on 28 Feb 26 Category Equity - Small Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0.86 Information Ratio -0.64 Alpha Ratio 3.69 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Smallcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -1% 3 Month -5.8% 6 Month -8.3% 1 Year 7.1% 3 Year 14.4% 5 Year 16.6% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.4% 2023 15.6% 2022 37.9% 2021 5.7% 2020 61% 2019 22.8% 2018 10% 2017 -22.4% 2016 42.7% 2015 6% Fund Manager information for ICICI Prudential Smallcap Fund
Name Since Tenure Data below for ICICI Prudential Smallcap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
Research Highlights for ICICI Prudential MidCap Fund