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Best Mid & Small Cap Mutual Fund SIPs 2026

Updated on April 6, 2026 , 15063 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

Fund Selection Methodology used to find 9 funds

  • Category: Equity
  • Sub-category: Mid%20Cap, Small%20Cap
  • Investment Option: SIP
  • AUM Range: 200 to 10000 Cr
  • Sorted On : 3-year return (high to low)
  • Tags: fcpro
  • No Of Funds: 9

Top 9 Best Mid & Small Cap Fund SIP To Invest In FY 26 - 27

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential MidCap Fund Growth ₹309.69
↑ 13.13
₹7,280 100 -7.3-124.423.218.211.1
TATA Mid Cap Growth Fund Growth ₹425.273
↑ 16.39
₹5,505 150 -10.6-5.610.419.115.55.8
BNP Paribas Mid Cap Fund Growth ₹101.114
↑ 3.44
₹2,341 300 -8.3-4.312.218.815.62.5
Aditya Birla Sun Life Midcap Fund Growth ₹749.42
↑ 30.54
₹6,130 1,000 -11.7-8.28.117.7154.4
IDBI Midcap Fund Growth ₹27.1122
↑ 1.02
₹337 500 -11.3-10.56.717.712.7-1.2
Aditya Birla Sun Life Small Cap Fund Growth ₹82.0232
↑ 2.79
₹4,882 1,000 -2.8-2.612.717.713.1-3.7
Sundaram Small Cap Fund Growth ₹249.729
↑ 11.14
₹3,306 100 -9.3-8.611.417.417.20.4
IDBI Small Cap Fund Growth ₹28.0953
↑ 0.92
₹606 500 -2.7-7.83.916.717.1-13.4
ICICI Prudential Smallcap Fund Growth ₹80.11
↑ 2.50
₹8,355 100 -5.8-8.37.114.416.6-0.4
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

CommentaryICICI Prudential MidCap FundTATA Mid Cap Growth FundBNP Paribas Mid Cap FundAditya Birla Sun Life Midcap FundIDBI Midcap FundAditya Birla Sun Life Small Cap FundSundaram Small Cap FundIDBI Small Cap FundICICI Prudential Smallcap Fund
Point 1Top 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 2Established 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 3Rating: 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 4Risk 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 55Y 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 63Y 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 71Y 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 8Alpha: 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 9Sharpe: 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 10Information 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

  • Top quartile AUM (₹7,280 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.20% (top quartile).
  • 3Y return: 23.25% (top quartile).
  • 1Y return: 24.44% (top quartile).
  • Alpha: 7.09 (top quartile).
  • Sharpe: 1.77 (top quartile).
  • Information ratio: 0.34 (top quartile).

TATA Mid Cap Growth Fund

  • Upper mid AUM (₹5,505 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.55% (lower mid).
  • 3Y return: 19.13% (top quartile).
  • 1Y return: 10.44% (lower mid).
  • Alpha: 2.00 (lower mid).
  • Sharpe: 1.43 (upper mid).
  • Information ratio: -0.61 (upper mid).

BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,341 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: High.
  • 5Y return: 15.56% (lower mid).
  • 3Y return: 18.77% (upper mid).
  • 1Y return: 12.17% (upper mid).
  • Alpha: 2.75 (upper mid).
  • Sharpe: 1.59 (top quartile).
  • Information ratio: -0.68 (lower mid).

Aditya Birla Sun Life Midcap Fund

  • Upper mid AUM (₹6,130 Cr).
  • Established history (23+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.04% (bottom quartile).
  • 3Y return: 17.71% (upper mid).
  • 1Y return: 8.09% (lower mid).
  • Alpha: -2.93 (bottom quartile).
  • Sharpe: 1.02 (upper mid).
  • Information ratio: -0.93 (bottom quartile).

IDBI Midcap Fund

  • Bottom quartile AUM (₹337 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.71% (bottom quartile).
  • 3Y return: 17.71% (lower mid).
  • 1Y return: 6.73% (bottom quartile).
  • Alpha: -7.67 (bottom quartile).
  • Sharpe: 0.70 (bottom quartile).
  • Information ratio: -0.86 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

  • Lower mid AUM (₹4,882 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.09% (bottom quartile).
  • 3Y return: 17.67% (lower mid).
  • 1Y return: 12.72% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.95 (lower mid).
  • Information ratio: 0.00 (top quartile).

Sundaram Small Cap Fund

  • Lower mid AUM (₹3,306 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.20% (top quartile).
  • 3Y return: 17.44% (bottom quartile).
  • 1Y return: 11.40% (upper mid).
  • Alpha: 6.09 (top quartile).
  • Sharpe: 1.01 (lower mid).
  • Information ratio: -0.31 (upper mid).

IDBI Small Cap Fund

  • Bottom quartile AUM (₹606 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.06% (upper mid).
  • 3Y return: 16.67% (bottom quartile).
  • 1Y return: 3.86% (bottom quartile).
  • Alpha: -1.94 (bottom quartile).
  • Sharpe: 0.42 (bottom quartile).
  • Information ratio: -0.71 (bottom quartile).

ICICI Prudential Smallcap Fund

  • Highest AUM (₹8,355 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.61% (upper mid).
  • 3Y return: 14.41% (bottom quartile).
  • 1Y return: 7.11% (bottom quartile).
  • Alpha: 3.69 (upper mid).
  • Sharpe: 0.86 (bottom quartile).
  • Information ratio: -0.64 (lower mid).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.
112358
MCA CIN
U74999MH2016PTC282153
Location
Thane, Maharashtra, India
Experience
10+ years in Mutual Fund distribution

Our Expertise

  • Certified Mutual Fund Distributors with hands-on advisory experience.
  • Market analysts tracking performance, macro trends, and sectors.
  • Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

  • Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
  • Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
  • Expert review: Senior team members review every article and list for accuracy.
  • Updates: Regular refreshes so performance data reflects current market conditions.

Why Trust Us

  • Regulated & compliant: AMFI-registered and MCA-incorporated.
  • Investor-first: No pay-to-promote lists; suitability and performance drive coverage.
  • Education-focused: We simplify complex concepts for everyday investors.

Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

*Funds mentioned are have Asset Under Management (AUM) > 200 Crore

1. ICICI Prudential MidCap Fund

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

Research Highlights for ICICI Prudential MidCap Fund

  • Top quartile AUM (₹7,280 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.20% (top quartile).
  • 3Y return: 23.25% (top quartile).
  • 1Y return: 24.44% (top quartile).
  • Alpha: 7.09 (top quartile).
  • Sharpe: 1.77 (top quartile).
  • Information ratio: 0.34 (top quartile).

Below is the key information for 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.

DateValue

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 ₹481,656.
Net Profit of ₹181,656
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 8 Apr 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for ICICI Prudential MidCap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. 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.

Research Highlights for TATA Mid Cap Growth Fund

  • Upper mid AUM (₹5,505 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 15.55% (lower mid).
  • 3Y return: 19.13% (top quartile).
  • 1Y return: 10.44% (lower mid).
  • Alpha: 2.00 (lower mid).
  • Sharpe: 1.43 (upper mid).
  • Information ratio: -0.61 (upper mid).

Below is the key information for 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.

DateValue

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 ₹447,579.
Net Profit of ₹147,579
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 8 Apr 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for TATA Mid Cap Growth Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. 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.

Research Highlights for BNP Paribas Mid Cap Fund

  • Bottom quartile AUM (₹2,341 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: High.
  • 5Y return: 15.56% (lower mid).
  • 3Y return: 18.77% (upper mid).
  • 1Y return: 12.17% (upper mid).
  • Alpha: 2.75 (upper mid).
  • Sharpe: 1.59 (top quartile).
  • Information ratio: -0.68 (lower mid).

Below is the key information for 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.

DateValue

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 ₹447,579.
Net Profit of ₹147,579
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 8 Apr 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for BNP Paribas Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. 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.

Research Highlights for Aditya Birla Sun Life Midcap Fund

  • Upper mid AUM (₹6,130 Cr).
  • Established history (23+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.04% (bottom quartile).
  • 3Y return: 17.71% (upper mid).
  • 1Y return: 8.09% (lower mid).
  • Alpha: -2.93 (bottom quartile).
  • Sharpe: 1.02 (upper mid).
  • Information ratio: -0.93 (bottom quartile).

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 (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.

DateValue

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 ₹447,579.
Net Profit of ₹147,579
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 8 Apr 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for Aditya Birla Sun Life Midcap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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.

Research Highlights for IDBI Midcap Fund

  • Bottom quartile AUM (₹337 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.71% (bottom quartile).
  • 3Y return: 17.71% (lower mid).
  • 1Y return: 6.73% (bottom quartile).
  • Alpha: -7.67 (bottom quartile).
  • Sharpe: 0.70 (bottom quartile).
  • Information ratio: -0.86 (bottom quartile).

Below is the key information for 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 Not Rated
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.

DateValue

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 ₹415,684.
Net Profit of ₹115,684
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 8 Apr 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for IDBI Midcap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. 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.

Research Highlights for Aditya Birla Sun Life Small Cap Fund

  • Lower mid AUM (₹4,882 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.09% (bottom quartile).
  • 3Y return: 17.67% (lower mid).
  • 1Y return: 12.72% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.95 (lower mid).
  • Information ratio: 0.00 (top quartile).

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 (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.

DateValue

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 ₹426,080.
Net Profit of ₹126,080
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 8 Apr 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. 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.

Research Highlights for Sundaram Small Cap Fund

  • Lower mid AUM (₹3,306 Cr).
  • Established history (21+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.20% (top quartile).
  • 3Y return: 17.44% (bottom quartile).
  • 1Y return: 11.40% (upper mid).
  • Alpha: 6.09 (top quartile).
  • Sharpe: 1.01 (lower mid).
  • Information ratio: -0.31 (upper mid).

Below is the key information for 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.

DateValue

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 ₹470,047.
Net Profit of ₹170,047
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 8 Apr 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for Sundaram Small Cap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. IDBI Small Cap Fund

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

  • Bottom quartile AUM (₹606 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.06% (upper mid).
  • 3Y return: 16.67% (bottom quartile).
  • 1Y return: 3.86% (bottom quartile).
  • Alpha: -1.94 (bottom quartile).
  • Sharpe: 0.42 (bottom quartile).
  • Information ratio: -0.71 (bottom quartile).

Below is the key information for 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 Not Rated
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.

DateValue

IDBI 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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for IDBI 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 8 Apr 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for IDBI Small Cap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. ICICI Prudential Smallcap Fund

(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

  • Highest AUM (₹8,355 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 16.61% (upper mid).
  • 3Y return: 14.41% (bottom quartile).
  • 1Y return: 7.11% (bottom quartile).
  • Alpha: 3.69 (upper mid).
  • Sharpe: 0.86 (bottom quartile).
  • Information ratio: -0.64 (lower mid).

Below is the key information for 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.

DateValue

ICICI Prudential Smallcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26

DurationReturns
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
YearReturns
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
NameSinceTenure

Data below for ICICI Prudential Smallcap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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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