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Fincash » Mutual Funds » Best Small & Mid Cap Funds India

Best Mid & Small Cap Mutual Funds to Invest in India 2025

Updated on August 6, 2025 , 17862 views

Looking for best mid & Small cap funds? Well, mid-cap & small-cap Mutual Funds are among one of the best wealth creation tools for long-term Financial goals. These financial goals may include a child’s education, Retirement planning, etc. Mid & Small caps are typically defined as firms with a Market capitalization of less than INR 500 Crore. & Midcap market capitalization of less than INR 10,000 Crore. 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 take a small allocation in the overall Portfolio. Investors planning to invest in these funds, can choose a fund from the below-listed best performing mid & small cap funds.

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Best-Mid-and-Small-Cap-Mutual-Funds

Top 7 Best Mid & Small Cap Funds To Invest In India 2025

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Small Cap Fund Growth ₹164.669
↓ -1.81
₹66,6027.84.1-4.8243426.1
Motilal Oswal Midcap 30 Fund  Growth ₹99.4516
↓ -2.77
₹33,0534.32.11.827.433.357.1
HDFC Small Cap Fund Growth ₹138.38
↓ -1.03
₹35,78113.67.82.524.131.520.4
Franklin India Smaller Companies Fund Growth ₹165.7
↓ -1.73
₹13,9954.80.9-7.123.131.323.2
ICICI Prudential Smallcap Fund Growth ₹86.15
↓ -0.27
₹8,566105.6-217.930.115.6
HDFC Mid-Cap Opportunities Fund Growth ₹189.412
↓ -1.40
₹84,0617.45.83.125.929.828.6
Edelweiss Mid Cap Fund Growth ₹98.079
↓ -1.29
₹10,9886.76.25.424.429.538.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Aug 25

Research Highlights & Commentary of 7 Funds showcased

CommentaryNippon India Small Cap FundMotilal Oswal Midcap 30 Fund HDFC Small Cap FundFranklin India Smaller Companies FundICICI Prudential Smallcap FundHDFC Mid-Cap Opportunities FundEdelweiss Mid Cap Fund
Point 1Upper mid AUM (₹66,602 Cr).Lower mid AUM (₹33,053 Cr).Upper mid AUM (₹35,781 Cr).Lower mid AUM (₹13,995 Cr).Bottom quartile AUM (₹8,566 Cr).Highest AUM (₹84,061 Cr).Bottom quartile AUM (₹10,988 Cr).
Point 2Established history (14+ yrs).Established history (11+ yrs).Established history (17+ yrs).Oldest track record among peers (19 yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk 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.
Point 55Y return: 34.05% (top quartile).5Y return: 33.29% (upper mid).5Y return: 31.53% (upper mid).5Y return: 31.31% (lower mid).5Y return: 30.06% (lower mid).5Y return: 29.81% (bottom quartile).5Y return: 29.47% (bottom quartile).
Point 63Y return: 23.96% (lower mid).3Y return: 27.39% (top quartile).3Y return: 24.13% (lower mid).3Y return: 23.08% (bottom quartile).3Y return: 17.89% (bottom quartile).3Y return: 25.86% (upper mid).3Y return: 24.44% (upper mid).
Point 71Y return: -4.79% (bottom quartile).1Y return: 1.83% (lower mid).1Y return: 2.46% (upper mid).1Y return: -7.14% (bottom quartile).1Y return: -1.98% (lower mid).1Y return: 3.14% (upper mid).1Y return: 5.43% (top quartile).
Point 8Alpha: -2.86 (lower mid).Alpha: 3.89 (upper mid).Alpha: 0.00 (lower mid).Alpha: -7.46 (bottom quartile).Alpha: -4.06 (bottom quartile).Alpha: 3.00 (upper mid).Alpha: 5.34 (top quartile).
Point 9Sharpe: -0.10 (lower mid).Sharpe: 0.23 (upper mid).Sharpe: 0.07 (lower mid).Sharpe: -0.33 (bottom quartile).Sharpe: -0.18 (bottom quartile).Sharpe: 0.23 (upper mid).Sharpe: 0.33 (top quartile).
Point 10Information ratio: -0.10 (lower mid).Information ratio: 0.44 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: -0.13 (bottom quartile).Information ratio: -1.16 (bottom quartile).Information ratio: 0.62 (top quartile).Information ratio: 0.34 (upper mid).

Nippon India Small Cap Fund

  • Upper mid AUM (₹66,602 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 34.05% (top quartile).
  • 3Y return: 23.96% (lower mid).
  • 1Y return: -4.79% (bottom quartile).
  • Alpha: -2.86 (lower mid).
  • Sharpe: -0.10 (lower mid).
  • Information ratio: -0.10 (lower mid).

Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.29% (upper mid).
  • 3Y return: 27.39% (top quartile).
  • 1Y return: 1.83% (lower mid).
  • Alpha: 3.89 (upper mid).
  • Sharpe: 0.23 (upper mid).
  • Information ratio: 0.44 (upper mid).

HDFC Small Cap Fund

  • Upper mid AUM (₹35,781 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.53% (upper mid).
  • 3Y return: 24.13% (lower mid).
  • 1Y return: 2.46% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.07 (lower mid).
  • Information ratio: 0.00 (lower mid).

Franklin India Smaller Companies Fund

  • Lower mid AUM (₹13,995 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.31% (lower mid).
  • 3Y return: 23.08% (bottom quartile).
  • 1Y return: -7.14% (bottom quartile).
  • Alpha: -7.46 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: -0.13 (bottom quartile).

ICICI Prudential Smallcap Fund

  • Bottom quartile AUM (₹8,566 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 30.06% (lower mid).
  • 3Y return: 17.89% (bottom quartile).
  • 1Y return: -1.98% (lower mid).
  • Alpha: -4.06 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: -1.16 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹84,061 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 29.81% (bottom quartile).
  • 3Y return: 25.86% (upper mid).
  • 1Y return: 3.14% (upper mid).
  • Alpha: 3.00 (upper mid).
  • Sharpe: 0.23 (upper mid).
  • Information ratio: 0.62 (top quartile).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹10,988 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 29.47% (bottom quartile).
  • 3Y return: 24.44% (upper mid).
  • 1Y return: 5.43% (top quartile).
  • Alpha: 5.34 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: 0.34 (upper mid).
*Above is list of best Mid & Small funds having AUM/Net Assets above 100 Crore. Sorted on Last 5 Year Return.

1. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Research Highlights for Nippon India Small Cap Fund

  • Upper mid AUM (₹66,602 Cr).
  • Established history (14+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 34.05% (top quartile).
  • 3Y return: 23.96% (lower mid).
  • 1Y return: -4.79% (bottom quartile).
  • Alpha: -2.86 (lower mid).
  • Sharpe: -0.10 (lower mid).
  • Information ratio: -0.10 (lower mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Multi Commodity Exchange of India Ltd (~2.5%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (08 Aug 25) ₹164.669 ↓ -1.81   (-1.09 %)
Net Assets (Cr) ₹66,602 on 30 Jun 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio -0.11
Information Ratio -0.1
Alpha Ratio -2.86
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 Jul 20₹10,000
31 Jul 21₹21,333
31 Jul 22₹23,526
31 Jul 23₹31,952
31 Jul 24₹49,722
31 Jul 25₹46,790

Nippon India Small Cap Fund SIP Returns

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

Returns for Nippon India 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 Aug 25

DurationReturns
1 Month -4.7%
3 Month 7.8%
6 Month 4.1%
1 Year -4.8%
3 Year 24%
5 Year 34%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.1%
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 178.58 Yr.
Kinjal Desai25 May 187.19 Yr.

Data below for Nippon India Small Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials23.43%
Financial Services14.84%
Consumer Cyclical14.65%
Basic Materials12.82%
Health Care8.57%
Consumer Defensive8.11%
Technology7.37%
Utility2.24%
Energy1.77%
Communication Services1.45%
Real Estate0.69%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,656 Cr1,851,010
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,331 Cr6,650,000
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
2%₹1,054 Cr4,472,130
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹850 Cr31,784,062
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹827 Cr651,246
↑ 36,498
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹784 Cr899,271
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹777 Cr2,499,222
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹747 Cr9,100,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 500103
1%₹732 Cr27,500,000
Pfizer Ltd (Healthcare)
Equity, Since 28 Feb 22 | PFIZER
1%₹685 Cr1,206,103

2. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹33,053 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.29% (upper mid).
  • 3Y return: 27.39% (top quartile).
  • 1Y return: 1.83% (lower mid).
  • Alpha: 3.89 (upper mid).
  • Sharpe: 0.23 (upper mid).
  • Information ratio: 0.44 (upper mid).
  • Higher exposure to Technology vs peer median.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~83%).
  • Largest holding Coforge Ltd (~10.5%).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (08 Aug 25) ₹99.4516 ↓ -2.77   (-2.71 %)
Net Assets (Cr) ₹33,053 on 30 Jun 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.23
Information Ratio 0.44
Alpha Ratio 3.89
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 Jul 20₹10,000
31 Jul 21₹16,540
31 Jul 22₹20,655
31 Jul 23₹26,047
31 Jul 24₹44,147
31 Jul 25₹44,850

Motilal Oswal Midcap 30 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 Motilal Oswal Midcap 30 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 Aug 25

DurationReturns
1 Month -3.5%
3 Month 4.3%
6 Month 2.1%
1 Year 1.8%
3 Year 27.4%
5 Year 33.3%
10 Year
15 Year
Since launch 22.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 57.1%
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.83 Yr.
Niket Shah1 Jul 205.09 Yr.
Rakesh Shetty22 Nov 222.69 Yr.
Sunil Sawant1 Jul 241.08 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology33.7%
Industrials18.11%
Consumer Cyclical17.65%
Health Care4.49%
Communication Services3.99%
Real Estate2.83%
Financial Services2.61%
Asset Allocation
Asset ClassValue
Cash17.17%
Equity82.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,464 Cr18,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹3,172 Cr5,250,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
9%₹3,104 Cr4,992,139
↑ 2,848,945
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
9%₹2,997 Cr1,999,999
↑ 1,164,799
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,501 Cr45,000,000
↑ 1,509,750
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,671 Cr2,550,000
↑ 50,000
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
4%₹1,327 Cr3,500,000
↑ 750,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,318 Cr6,750,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,272 Cr9,969,361
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES
3%₹975 Cr1,599,306
↑ 1,599,306

3. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

Research Highlights for HDFC Small Cap Fund

  • Upper mid AUM (₹35,781 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.53% (upper mid).
  • 3Y return: 24.13% (lower mid).
  • 1Y return: 2.46% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.07 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • Largest holding Firstsource Solutions Ltd (~5.7%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (08 Aug 25) ₹138.38 ↓ -1.03   (-0.74 %)
Net Assets (Cr) ₹35,781 on 30 Jun 25
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.64
Sharpe Ratio 0.07
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹20,889
31 Jul 22₹21,007
31 Jul 23₹29,791
31 Jul 24₹41,257
31 Jul 25₹41,834

HDFC Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for HDFC Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -2.2%
3 Month 13.6%
6 Month 7.8%
1 Year 2.5%
3 Year 24.1%
5 Year 31.5%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.4%
2023 44.8%
2022 4.6%
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 1411.1 Yr.
Dhruv Muchhal22 Jun 232.11 Yr.

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

Equity Sector Allocation
SectorValue
Industrials23.98%
Consumer Cyclical17.8%
Financial Services14.12%
Technology13.89%
Health Care12.19%
Basic Materials7.29%
Consumer Defensive1.93%
Communication Services1.81%
Utility0.37%
Asset Allocation
Asset ClassValue
Cash6.62%
Equity93.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
6%₹2,040 Cr54,453,120
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 540975
4%₹1,454 Cr24,394,493
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
4%₹1,320 Cr3,769,293
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
3%₹1,165 Cr46,828,792
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
3%₹1,016 Cr6,035,882
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL
2%₹850 Cr12,106,772
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹829 Cr2,469,936
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 532843
2%₹800 Cr10,073,132
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 543308
2%₹771 Cr11,442,105
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
2%₹757 Cr18,452,919
↑ 286,552

4. Franklin India Smaller Companies Fund

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

  • Lower mid AUM (₹13,995 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.31% (lower mid).
  • 3Y return: 23.08% (bottom quartile).
  • 1Y return: -7.14% (bottom quartile).
  • Alpha: -7.46 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: -0.13 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Aster DM Healthcare Ltd Ordinary Shares (~3.1%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (08 Aug 25) ₹165.7 ↓ -1.73   (-1.03 %)
Net Assets (Cr) ₹13,995 on 30 Jun 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio -0.34
Information Ratio -0.13
Alpha Ratio -7.46
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹20,162
31 Jul 22₹21,078
31 Jul 23₹28,666
31 Jul 24₹44,791
31 Jul 25₹41,561

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Aug 25

DurationReturns
1 Month -6%
3 Month 4.8%
6 Month 0.9%
1 Year -7.1%
3 Year 23.1%
5 Year 31.3%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.2%
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.51 Yr.
Sandeep Manam18 Oct 213.79 Yr.
Akhil Kalluri8 Sep 222.9 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services19.22%
Consumer Cyclical17.77%
Industrials17.76%
Health Care11.03%
Basic Materials9.91%
Technology6.38%
Real Estate4.65%
Consumer Defensive3.77%
Utility2.87%
Energy0.96%
Asset Allocation
Asset ClassValue
Cash5.52%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | 540975
3%₹437 Cr7,329,408
↓ -605,375
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹429 Cr3,868,691
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
3%₹371 Cr13,859,043
↓ -139,874
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹323 Cr48,064,081
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹314 Cr1,866,828
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
2%₹277 Cr3,260,279
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹276 Cr4,963,469
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
2%₹276 Cr1,387,967
Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH
2%₹271 Cr3,220,340
PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | PNBHOUSING
2%₹250 Cr2,256,472

5. 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

  • Bottom quartile AUM (₹8,566 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 30.06% (lower mid).
  • 3Y return: 17.89% (bottom quartile).
  • 1Y return: -1.98% (lower mid).
  • Alpha: -4.06 (bottom quartile).
  • Sharpe: -0.18 (bottom quartile).
  • Information ratio: -1.16 (bottom quartile).
  • Higher exposure to Basic Materials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~87%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Larsen & Toubro Ltd (~3.2%).

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (08 Aug 25) ₹86.15 ↓ -0.27   (-0.31 %)
Net Assets (Cr) ₹8,566 on 30 Jun 25
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio -0.18
Information Ratio -1.16
Alpha Ratio -4.06
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 Jul 20₹10,000
31 Jul 21₹21,324
31 Jul 22₹23,173
31 Jul 23₹28,667
31 Jul 24₹40,684
31 Jul 25₹39,009

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 ₹642,208.
Net Profit of ₹342,208
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 Aug 25

DurationReturns
1 Month -3.1%
3 Month 10%
6 Month 5.6%
1 Year -2%
3 Year 17.9%
5 Year 30.1%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 15.6%
2023 37.9%
2022 5.7%
2021 61%
2020 22.8%
2019 10%
2018 -22.4%
2017 42.7%
2016 6%
2015 0.5%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Anish Tawakley18 Sep 231.87 Yr.
Sharmila D’mello30 Jun 223.09 Yr.
Aatur Shah21 Apr 250.28 Yr.

Data below for ICICI Prudential Smallcap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Basic Materials25.08%
Industrials24.85%
Consumer Cyclical13.37%
Health Care7.44%
Financial Services5.45%
Consumer Defensive3.14%
Utility2.76%
Energy1.58%
Real Estate1.38%
Technology1.28%
Communication Services1.02%
Asset Allocation
Asset ClassValue
Cash12.66%
Equity87.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT
3%₹275 Cr748,968
↑ 3,395
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 532538
3%₹270 Cr223,362
Atul Ltd (Basic Materials)
Equity, Since 31 Oct 23 | ATUL
3%₹224 Cr299,022
Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | 533248
3%₹220 Cr13,629,398
Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 24 | TATACHEM
2%₹214 Cr2,285,261
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL
2%₹204 Cr347,671
Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 500480
2%₹203 Cr597,962
Gillette India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | GILLETTE
2%₹201 Cr184,649
Jamna Auto Industries Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | JAMNAAUTO
2%₹175 Cr18,511,151
↑ 73,629
TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 520056
2%₹172 Cr157,000

6. HDFC Mid-Cap Opportunities Fund

To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies.

Research Highlights for HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹84,061 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 29.81% (bottom quartile).
  • 3Y return: 25.86% (upper mid).
  • 1Y return: 3.14% (upper mid).
  • Alpha: 3.00 (upper mid).
  • Sharpe: 0.23 (upper mid).
  • Information ratio: 0.62 (top quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • Largest holding Max Financial Services Ltd (~5.0%).

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (08 Aug 25) ₹189.412 ↓ -1.40   (-0.73 %)
Net Assets (Cr) ₹84,061 on 30 Jun 25
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.51
Sharpe Ratio 0.23
Information Ratio 0.62
Alpha Ratio 3
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹17,294
31 Jul 22₹18,767
31 Jul 23₹25,348
31 Jul 24₹38,470
31 Jul 25₹39,107

HDFC Mid-Cap Opportunities 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 HDFC Mid-Cap Opportunities 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 Aug 25

DurationReturns
1 Month -4.1%
3 Month 7.4%
6 Month 5.8%
1 Year 3.1%
3 Year 25.9%
5 Year 29.8%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 28.6%
2023 44.5%
2022 12.3%
2021 39.9%
2020 21.7%
2019 0.2%
2018 -11.2%
2017 41.7%
2016 11.3%
2015 5.8%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0718.11 Yr.
Dhruv Muchhal22 Jun 232.11 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services25.63%
Consumer Cyclical17.44%
Technology11.08%
Health Care10.43%
Industrials9.8%
Basic Materials7.04%
Consumer Defensive4.33%
Energy2.89%
Communication Services2.88%
Utility1.31%
Asset Allocation
Asset ClassValue
Cash7.15%
Equity92.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 500271
5%₹4,223 Cr25,638,767
↑ 100,000
Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE
3%₹2,891 Cr15,020,600
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK
3%₹2,724 Cr127,825,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 540611
3%₹2,500 Cr30,581,550
↑ 1,102,177
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO
3%₹2,433 Cr55,530,830
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 532814
3%₹2,371 Cr36,854,482
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 524494
3%₹2,350 Cr16,909,872
↑ 618,053
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
3%₹2,321 Cr9,490,727
↑ 24,605
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 23 | 532843
2%₹2,024 Cr25,477,319
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 12 | PERSISTENT
2%₹2,017 Cr3,337,818

7. 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.

Research Highlights for Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹10,988 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 29.47% (bottom quartile).
  • 3Y return: 24.44% (upper mid).
  • 1Y return: 5.43% (top quartile).
  • Alpha: 5.34 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: 0.34 (upper mid).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Persistent Systems Ltd (~3.6%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (08 Aug 25) ₹98.079 ↓ -1.29   (-1.29 %)
Net Assets (Cr) ₹10,988 on 30 Jun 25
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.86
Sharpe Ratio 0.33
Information Ratio 0.34
Alpha Ratio 5.34
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 Jul 20₹10,000
31 Jul 21₹18,558
31 Jul 22₹19,548
31 Jul 23₹23,604
31 Jul 24₹37,569
31 Jul 25₹38,819

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 ₹627,226.
Net Profit of ₹327,226
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 8 Aug 25

DurationReturns
1 Month -4.5%
3 Month 6.7%
6 Month 6.2%
1 Year 5.4%
3 Year 24.4%
5 Year 29.5%
10 Year
15 Year
Since launch 13.8%
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 240.8 Yr.
Trideep Bhattacharya1 Oct 213.83 Yr.
Raj Koradia1 Aug 241 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.22%
Consumer Cyclical15.12%
Industrials12.62%
Basic Materials10.74%
Technology10.73%
Health Care10.21%
Consumer Defensive5.18%
Real Estate3.27%
Energy2.29%
Communication Services2.24%
Utility0.73%
Asset Allocation
Asset ClassValue
Cash3.65%
Equity96.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
4%₹400 Cr662,031
↑ 88,443
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
3%₹380 Cr2,981,836
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹367 Cr1,908,695
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
3%₹348 Cr197,880
Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 531642
3%₹292 Cr4,048,052
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 532827
2%₹248 Cr50,249
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹242 Cr1,324,191
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
2%₹236 Cr3,665,623
↑ 487,882
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA
2%₹234 Cr2,120,902
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 532843
2%₹228 Cr2,865,466

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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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