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9 Best Performing Mid & Small Cap Mutual Fund SIPs for 2025

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Best Mid & Small Cap Mutual Fund SIPs 2025

Updated on June 5, 2025 , 14590 views

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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Best Mid & Small Cap Mutual Funds

Top 9 Best Mid & Small Cap Fund SIP To Invest In FY 25 - 26

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Mid Cap Fund Growth ₹176.33
↑ 3.06
₹6,047 500 20.81.223.530.230.643.1
Edelweiss Mid Cap Fund Growth ₹100.691
↑ 0.98
₹9,242 500 17.7-1.918.429.333.838.9
ICICI Prudential MidCap Fund Growth ₹299.22
↑ 3.62
₹5,932 100 19.51.710.426.13127
Sundaram Small Cap Fund Growth ₹257.703
↑ 2.46
₹3,058 100 18.3-3.610.824.63319.1
IDBI Midcap Fund Growth ₹29.4606
↑ 0.29
₹306 500 14.8-1.49.124.526.329.1
TATA Mid Cap Growth Fund Growth ₹424.596
↑ 4.50
₹4,505 150 13.8-3.23.723.727.322.7
BNP Paribas Mid Cap Fund Growth ₹100.02
↑ 0.29
₹2,037 300 11.6-3.37.222.927.728.5
Aditya Birla Sun Life Midcap Fund Growth ₹786.42
↑ 10.76
₹5,646 1,000 15.3-0.811.122.128.722
Aditya Birla Sun Life Small Cap Fund Growth ₹85.9379
↑ 0.59
₹4,531 1,000 18.1-4.97.921.829.121.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
*Funds mentioned are have Asset Under Management (AUM) > 200 Crore

1. Invesco India Mid Cap Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 38 in Mid Cap category.  Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (06 Jun 25) ₹176.33 ↑ 3.06   (1.77 %)
Net Assets (Cr) ₹6,047 on 30 Apr 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.48
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₹16,865
31 May 22₹18,479
31 May 23₹21,793
31 May 24₹31,587
31 May 25₹38,644

Invesco India 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 ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Invesco India 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 12.7%
3 Month 20.8%
6 Month 1.2%
1 Year 23.5%
3 Year 30.2%
5 Year 30.6%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 43.1%
2023 34.1%
2022 0.5%
2021 43.1%
2020 24.4%
2019 3.8%
2018 -5.3%
2017 44.3%
2016 1.1%
2015 6.4%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 231.56 Yr.
Amit Ganatra1 Sep 231.75 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services26.33%
Health Care18.64%
Consumer Cyclical16.77%
Industrials11.18%
Technology9.21%
Basic Materials7.94%
Real Estate7.87%
Communication Services1.97%
Asset Allocation
Asset ClassValue
Cash0.07%
Equity99.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
5%₹322 Cr506,411
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
5%₹277 Cr16,854,973
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
4%₹260 Cr1,893,617
↑ 236,434
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
4%₹256 Cr155,335
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹247 Cr2,246,434
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹246 Cr12,506,782
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
4%₹228 Cr441,151
↑ 20,000
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
4%₹220 Cr431,234
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
4%₹220 Cr1,684,103
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCAMC
3%₹192 Cr439,084
↑ 101,760

2. 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

3. ICICI Prudential MidCap Fund

To generate capital appreciation by actively investing in diversified mid cap stocks.

ICICI Prudential MidCap Fund is a Equity - Mid Cap fund was launched on 28 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 35 in Mid Cap category.  Return for 2024 was 27% , 2023 was 32.8% and 2022 was 3.1% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (06 Jun 25) ₹299.22 ↑ 3.62   (1.22 %)
Net Assets (Cr) ₹5,932 on 30 Apr 25
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.03
Information Ratio -0.61
Alpha Ratio -1.34
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.

DateValue
31 May 20₹10,000
31 May 21₹19,491
31 May 22₹21,182
31 May 23₹23,727
31 May 24₹37,221
31 May 25₹40,210

ICICI Prudential 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 ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for ICICI Prudential 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 13.9%
3 Month 19.5%
6 Month 1.7%
1 Year 10.4%
3 Year 26.1%
5 Year 31%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27%
2023 32.8%
2022 3.1%
2021 44.8%
2020 19.1%
2019 -0.6%
2018 -10.8%
2017 42.9%
2016 4.8%
2015 5.1%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Lalit Kumar1 Jul 222.92 Yr.
Sharmila D’mello31 Jul 222.84 Yr.

Data below for ICICI Prudential MidCap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Basic Materials30.37%
Industrials20.19%
Financial Services16.79%
Communication Services11.55%
Consumer Cyclical9%
Real Estate7.84%
Health Care2.46%
Technology0.56%
Utility0.17%
Asset Allocation
Asset ClassValue
Cash1.06%
Equity98.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI
4%₹264 Cr372,785
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
4%₹249 Cr2,779,227
↑ 100,000
UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL
4%₹210 Cr3,136,084
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
4%₹209 Cr1,235,794
BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE
3%₹199 Cr312,410
↑ 10,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE
3%₹195 Cr1,418,018
PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 543390
3%₹188 Cr1,158,585
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹181 Cr3,106,731
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO
3%₹181 Cr1,117,934
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 533398
3%₹179 Cr824,501

4. Sundaram Small Cap Fund

(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.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Ranked 19 in Small Cap category.  Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (06 Jun 25) ₹257.703 ↑ 2.46   (0.96 %)
Net Assets (Cr) ₹3,058 on 30 Apr 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio -0.23
Information Ratio -0.16
Alpha Ratio 0.92
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₹21,327
31 May 22₹23,561
31 May 23₹28,562
31 May 24₹40,490
31 May 25₹44,295

Sundaram 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 ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for Sundaram 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 11.6%
3 Month 18.3%
6 Month -3.6%
1 Year 10.8%
3 Year 24.6%
5 Year 33%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 7.8%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Rohit Seksaria1 Nov 222.58 Yr.

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

Equity Sector Allocation
SectorValue
Industrials19.23%
Financial Services18.7%
Consumer Cyclical17.79%
Health Care10.71%
Basic Materials7.5%
Consumer Defensive4.36%
Communication Services3.69%
Technology3.53%
Real Estate3.26%
Utility1.31%
Asset Allocation
Asset ClassValue
Cash8.2%
Equity91.76%
Debt0.04%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM
3%₹96 Cr1,898,655
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
3%₹84 Cr835,978
↑ 20,436
Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
3%₹84 Cr530,036
↑ 20,174
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹82 Cr410,153
↑ 9,433
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
3%₹80 Cr18,825,767
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹69 Cr370,226
↓ -64,769
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹69 Cr936,780
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Aug 20 | BALRAMCHIN
2%₹65 Cr1,184,520
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY
2%₹65 Cr793,969
↑ 2,725
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN
2%₹65 Cr140,821
↑ 3,239

5. IDBI Midcap Fund

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.

IDBI Midcap Fund is a Equity - Mid Cap fund was launched on 25 Jan 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Return for 2024 was 29.1% , 2023 was 35.9% and 2022 was -4.1% .

Below is the key information for IDBI Midcap Fund

IDBI Midcap Fund
Growth
Launch Date 25 Jan 17
NAV (06 Jun 25) ₹29.4606 ↑ 0.29   (0.98 %)
Net Assets (Cr) ₹306 on 30 Apr 25
Category Equity - Mid Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio 0.05
Information Ratio -1.05
Alpha Ratio 0.32
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₹17,370
31 May 22₹18,065
31 May 23₹20,348
31 May 24₹30,469
31 May 25₹33,332

IDBI 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 ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for IDBI 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 11.2%
3 Month 14.8%
6 Month -1.4%
1 Year 9.1%
3 Year 24.5%
5 Year 26.3%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 29.1%
2023 35.9%
2022 -4.1%
2021 36.6%
2020 24.3%
2019 -2.5%
2018 -14.5%
2017
2016
2015
Fund Manager information for IDBI Midcap Fund
NameSinceTenure
Karan Doshi31 Jul 231.84 Yr.
Dikshit Mittal31 Jul 231.84 Yr.

Data below for IDBI Midcap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Consumer Cyclical26.71%
Industrials19.22%
Financial Services14.3%
Basic Materials9.15%
Technology7.72%
Health Care6.51%
Consumer Defensive4.65%
Communication Services4.23%
Real Estate2.44%
Utility1.85%
Energy1.41%
Asset Allocation
Asset ClassValue
Cash1.82%
Equity98.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
4%₹12 Cr143,945
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA
3%₹9 Cr105,773
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK
3%₹9 Cr449,570
SRF Ltd (Industrials)
Equity, Since 31 Jul 24 | SRF
3%₹8 Cr28,237
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 500251
3%₹8 Cr16,206
↓ -2,942
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
3%₹8 Cr253,539
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 500850
3%₹8 Cr97,473
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 19 | 506395
2%₹7 Cr31,880
Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 19 | ALKEM
2%₹7 Cr12,978
Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 541974
2%₹6 Cr49,316
↓ -4,457

6. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 31 in Mid Cap category.  Return for 2024 was 22.7% , 2023 was 40.5% and 2022 was 0.6% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (06 Jun 25) ₹424.596 ↑ 4.50   (1.07 %)
Net Assets (Cr) ₹4,505 on 30 Apr 25
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.13
Information Ratio -0.92
Alpha Ratio -3.14
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.

DateValue
31 May 20₹10,000
31 May 21₹17,355
31 May 22₹19,088
31 May 23₹22,284
31 May 24₹33,750
31 May 25₹34,668

TATA Mid Cap Growth 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 TATA Mid Cap Growth 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 7.3%
3 Month 13.8%
6 Month -3.2%
1 Year 3.7%
3 Year 23.7%
5 Year 27.3%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.7%
2023 40.5%
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 214.23 Yr.

Data below for TATA Mid Cap Growth Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Industrials18.83%
Financial Services17.56%
Health Care15.41%
Consumer Cyclical11.44%
Basic Materials10.49%
Real Estate4.39%
Technology4.38%
Communication Services3.55%
Utility2.61%
Energy1.51%
Consumer Defensive1.14%
Asset Allocation
Asset ClassValue
Cash8.66%
Equity91.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
4%₹170 Cr1,300,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹138 Cr270,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
3%₹129 Cr1,800,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
3%₹126 Cr600,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹123 Cr1,000,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 540611
3%₹115 Cr1,700,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI
2%₹113 Cr600,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
2%₹107 Cr369,694
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
2%₹97 Cr576,129
PI Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | PIIND
2%₹91 Cr250,000

7. BNP Paribas Mid Cap Fund

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.

BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 18 in Mid Cap category.  Return for 2024 was 28.5% , 2023 was 32.6% and 2022 was 4.7% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (06 Jun 25) ₹100.02 ↑ 0.29   (0.29 %)
Net Assets (Cr) ₹2,037 on 30 Apr 25
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.07
Sharpe Ratio -0.02
Information Ratio -0.95
Alpha Ratio -1.01
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.

DateValue
31 May 20₹10,000
31 May 21₹17,778
31 May 22₹19,472
31 May 23₹22,193
31 May 24₹32,968
31 May 25₹35,468

BNP Paribas 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 ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for BNP Paribas 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 7.4%
3 Month 11.6%
6 Month -3.3%
1 Year 7.2%
3 Year 22.9%
5 Year 27.7%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 15.3%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 222.89 Yr.
Himanshu Singh21 Oct 240.61 Yr.

Data below for BNP Paribas Mid Cap Fund as on 30 Apr 25

Equity Sector Allocation
SectorValue
Financial Services18.04%
Health Care15.71%
Consumer Cyclical13.76%
Industrials12.4%
Basic Materials11.19%
Consumer Defensive6.69%
Technology6.08%
Communication Services4.28%
Energy3.24%
Real Estate2.66%
Asset Allocation
Asset ClassValue
Cash5%
Equity94.05%
Debt0.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
3%₹54 Cr325,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
2%₹49 Cr2,500,000
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
2%₹49 Cr300,000
↓ -100,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
2%₹45 Cr800,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR
2%₹45 Cr100,000
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Apr 24 | 534816
2%₹45 Cr1,100,000
Shree Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 500387
2%₹45 Cr15,000
↑ 8,000
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Jan 25 | OFSS
2%₹44 Cr50,000
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA
2%₹44 Cr30,000
↓ -13,250
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Jan 24 | UBL
2%₹43 Cr200,000
↑ 90,000

8. Aditya Birla Sun Life Midcap Fund

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.

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap fund was launched on 3 Oct 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.2% since its launch.  Ranked 16 in Mid Cap category.  Return for 2024 was 22% , 2023 was 39.9% and 2022 was -5.3% .

Below is the key information for Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund
Growth
Launch Date 3 Oct 02
NAV (06 Jun 25) ₹786.42 ↑ 10.76   (1.39 %)
Net Assets (Cr) ₹5,646 on 30 Apr 25
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 0.05
Information Ratio -1.11
Alpha Ratio 0.28
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₹18,086
31 May 22₹20,944
31 May 23₹23,165
31 May 24₹33,214
31 May 25₹36,628

Aditya Birla Sun Life 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 ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Aditya Birla Sun Life 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 8.9%
3 Month 15.3%
6 Month -0.8%
1 Year 11.1%
3 Year 22.1%
5 Year 28.7%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22%
2023 39.9%
2022 -5.3%
2021 50.4%
2020 15.5%
2019 -3.7%
2018 -16%
2017 44.8%
2016 5.7%
2015 10.4%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure
Vishal Gajwani31 Oct 240.58 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services22.13%
Basic Materials17.4%
Consumer Cyclical15.84%
Health Care12.06%
Industrials11.18%
Technology7.48%
Real Estate3.81%
Consumer Defensive3.26%
Utility3%
Communication Services1.26%
Asset Allocation
Asset ClassValue
Cash2.58%
Equity97.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 532843
3%₹193 Cr2,821,912
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 540611
3%₹190 Cr2,807,000
↑ 400,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 14 | CHOLAHLDNG
3%₹180 Cr964,000
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 532779
3%₹169 Cr1,100,000
Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 500271
3%₹160 Cr1,225,565
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Sep 19 | FLUOROCHEM
3%₹150 Cr384,431
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL
3%₹150 Cr1,500,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Jul 21 | UBL
2%₹141 Cr652,792
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 21 | 532296
2%₹138 Cr1,000,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹137 Cr2,244,070

9. 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

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.
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