Best Mid & Small Cap Mutual Funds to Invest in India 2026

Updated on July 6, 2026 , 19185 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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Fund Selection Methodology used to find 7 funds

Category: Equity
Sub-category: Mid%20Cap, Small%20Cap
AUM Range: 100 to 100000 Cr
Sorted On : 5-year return (high to low)
Tags: fcpro
No Of Funds: 7

Top 7 Best Mid & Small Cap Funds To Invest In India 2026

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Motilal Oswal Midcap 30 Fund Growth	₹93.5389 ↓ -1.55	₹36,458	4.3	-5.5	-9.2	17.1	21.1	-12.1
Invesco India Mid Cap Fund Growth	₹195.24 ↓ -3.47	₹12,397	14.2	7.5	8.8	24.8	19.7	6.3
HDFC Mid-Cap Opportunities Fund Growth	₹204.506 ↓ -4.09	₹97,350	6.4	1	3.6	19.4	19.5	6.8
Nippon India Small Cap Fund Growth	₹176.549 ↓ -3.31	₹74,604	11.9	7.6	2.2	16.9	19.1	-4.7
Edelweiss Mid Cap Fund Growth	₹106.03 ↓ -1.81	₹16,849	7.9	2.2	3.2	22.1	18.3	3.8
Sundaram Mid Cap Fund Growth	₹1,452.96 ↓ -24.11	₹13,687	6.9	2	4.8	20.5	17.7	4.1
DSP Small Cap Fund Growth	₹217.085 ↓ -2.25	₹18,358	14.1	11	8	18.1	17.6	-2.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jul 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Invesco India Mid Cap Fund	HDFC Mid-Cap Opportunities Fund	Nippon India Small Cap Fund	Edelweiss Mid Cap Fund	Sundaram Mid Cap Fund	DSP Small Cap Fund
Point 1	Upper mid AUM (₹36,458 Cr).	Bottom quartile AUM (₹12,397 Cr).	Highest AUM (₹97,350 Cr).	Upper mid AUM (₹74,604 Cr).	Lower mid AUM (₹16,849 Cr).	Bottom quartile AUM (₹13,687 Cr).	Lower mid AUM (₹18,358 Cr).
Point 2	Established history (12+ yrs).	Established history (19+ yrs).	Established history (19+ yrs).	Established history (15+ yrs).	Established history (18+ yrs).	Oldest track record among peers (23 yrs).	Established history (19+ yrs).
Point 3	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Top rated.	Rating: 3★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 4★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 21.12% (top quartile).	5Y return: 19.72% (upper mid).	5Y return: 19.54% (upper mid).	5Y return: 19.08% (lower mid).	5Y return: 18.25% (lower mid).	5Y return: 17.72% (bottom quartile).	5Y return: 17.62% (bottom quartile).
Point 6	3Y return: 17.13% (bottom quartile).	3Y return: 24.76% (top quartile).	3Y return: 19.36% (lower mid).	3Y return: 16.94% (bottom quartile).	3Y return: 22.10% (upper mid).	3Y return: 20.50% (upper mid).	3Y return: 18.07% (lower mid).
Point 7	1Y return: -9.24% (bottom quartile).	1Y return: 8.83% (top quartile).	1Y return: 3.55% (lower mid).	1Y return: 2.22% (bottom quartile).	1Y return: 3.20% (lower mid).	1Y return: 4.76% (upper mid).	1Y return: 7.96% (upper mid).
Point 8	Alpha: -14.76 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: -0.97 (bottom quartile).	Alpha: 2.35 (top quartile).	Alpha: 0.35 (upper mid).	Alpha: -0.11 (lower mid).	Alpha: 0.00 (lower mid).
Point 9	Sharpe: -0.55 (bottom quartile).	Sharpe: 0.21 (top quartile).	Sharpe: 0.12 (lower mid).	Sharpe: 0.05 (bottom quartile).	Sharpe: 0.19 (upper mid).	Sharpe: 0.17 (upper mid).	Sharpe: 0.13 (lower mid).
Point 10	Information ratio: -0.36 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.04 (lower mid).	Information ratio: -0.24 (bottom quartile).	Information ratio: 0.30 (top quartile).	Information ratio: 0.23 (upper mid).	Information ratio: 0.00 (lower mid).

Motilal Oswal Midcap 30 Fund

Upper mid AUM (₹36,458 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.12% (top quartile).
3Y return: 17.13% (bottom quartile).
1Y return: -9.24% (bottom quartile).
Alpha: -14.76 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: -0.36 (bottom quartile).

Invesco India Mid Cap Fund

Bottom quartile AUM (₹12,397 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.72% (upper mid).
3Y return: 24.76% (top quartile).
1Y return: 8.83% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.21 (top quartile).
Information ratio: 0.00 (upper mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹97,350 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.54% (upper mid).
3Y return: 19.36% (lower mid).
1Y return: 3.55% (lower mid).
Alpha: -0.97 (bottom quartile).
Sharpe: 0.12 (lower mid).
Information ratio: -0.04 (lower mid).

Nippon India Small Cap Fund

Upper mid AUM (₹74,604 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.08% (lower mid).
3Y return: 16.94% (bottom quartile).
1Y return: 2.22% (bottom quartile).
Alpha: 2.35 (top quartile).
Sharpe: 0.05 (bottom quartile).
Information ratio: -0.24 (bottom quartile).

Edelweiss Mid Cap Fund

Lower mid AUM (₹16,849 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 18.25% (lower mid).
3Y return: 22.10% (upper mid).
1Y return: 3.20% (lower mid).
Alpha: 0.35 (upper mid).
Sharpe: 0.19 (upper mid).
Information ratio: 0.30 (top quartile).

Sundaram Mid Cap Fund

Bottom quartile AUM (₹13,687 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.72% (bottom quartile).
3Y return: 20.50% (upper mid).
1Y return: 4.76% (upper mid).
Alpha: -0.11 (lower mid).
Sharpe: 0.17 (upper mid).
Information ratio: 0.23 (upper mid).

DSP Small Cap Fund

Lower mid AUM (₹18,358 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.62% (bottom quartile).
3Y return: 18.07% (lower mid).
1Y return: 7.96% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.13 (lower mid).
Information ratio: 0.00 (lower mid).

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*Above is list of best Mid & Small funds having AUM/Net Assets above 100 Crore. Sorted on Last 5 Year Return.

1. 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

Upper mid AUM (₹36,458 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.12% (top quartile).
3Y return: 17.13% (bottom quartile).
1Y return: -9.24% (bottom quartile).
Alpha: -14.76 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: -0.36 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding One97 Communications Ltd (~7.3%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (08 Jul 26)	₹93.5389 ↓ -1.55 (-1.63 %)
Net Assets (Cr)	₹36,458 on 31 May 26
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.55
Information Ratio	-0.36
Alpha Ratio	-14.76
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹11,908
30 Jun 23	₹16,418
30 Jun 24	₹26,938
30 Jun 25	₹29,503
30 Jun 26	₹26,510

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 Jul 26

Duration	Returns
1 Month	4.4%
3 Month	4.3%
6 Month	-5.5%
1 Year	-9.2%
3 Year	17.1%
5 Year	21.1%
10 Year
15 Year
Since launch	19.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-12.1%
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%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.44 Yr.
Swapnil Mayekar	18 Nov 25	0.62 Yr.
Ajay Khandelwal	1 Oct 24	1.75 Yr.
Ankit Agarwal	21 Jan 26	0.44 Yr.
Rakesh Shetty	22 Nov 22	3.61 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	31.02%
Technology	26.84%
Industrials	13.76%
Consumer Cyclical	13.41%
Communication Services	3.08%
Real Estate	2.81%
Health Care	2.46%

Asset Allocation

Asset Class	Value
Cash	6.63%
Equity	93.37%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| PAYTM	7%	₹2,659 Cr	23,765,865
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	6%	₹2,233 Cr	15,703,312 ↓ -979,603
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	6%	₹2,180 Cr	61,413,395
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	6%	₹2,123 Cr	4,030,834
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	6%	₹2,115 Cr	84,386,866
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	6%	₹2,091 Cr	4,026,493
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	5%	₹1,906 Cr	52,459,381 ↓ -1,000,000
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 31 Jan 26 \| GROWW	4%	₹1,564 Cr	84,616,660
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jan 26 \| MCX	4%	₹1,539 Cr	5,209,458
BSE Ltd (Financial Services) Equity, Since 30 Nov 25 \| BSE	4%	₹1,451 Cr	3,500,830 ↓ -256,232

2. 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.

Research Highlights for Invesco India Mid Cap Fund

Bottom quartile AUM (₹12,397 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.72% (upper mid).
3Y return: 24.76% (top quartile).
1Y return: 8.83% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.21 (top quartile).
Information ratio: 0.00 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding BSE Ltd (~6.1%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (08 Jul 26)	₹195.24 ↓ -3.47 (-1.75 %)
Net Assets (Cr)	₹12,397 on 31 May 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.21
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹9,839
30 Jun 23	₹12,879
30 Jun 24	₹19,911
30 Jun 25	₹23,355
30 Jun 26	₹25,135

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 8 Jul 26

Duration	Returns
1 Month	7.9%
3 Month	14.2%
6 Month	7.5%
1 Year	8.8%
3 Year	24.8%
5 Year	19.7%
10 Year
15 Year
Since launch	16.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	6.3%
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%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	2.64 Yr.

Data below for Invesco India Mid Cap Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	30.63%
Health Care	18.1%
Consumer Cyclical	16.29%
Industrials	15.05%
Real Estate	8.55%
Technology	4.13%
Basic Materials	3.85%
Utility	1.93%

Asset Allocation

Asset Class	Value
Cash	1.46%
Equity	98.54%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	6%	₹750 Cr	1,809,521 ↓ -89,716
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	6%	₹725 Cr	5,296,606 ↑ 150,291
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	5%	₹644 Cr	22,304,132
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| AUBANK	5%	₹585 Cr	5,936,790
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	4%	₹555 Cr	22,166,702 ↑ 799,446
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹544 Cr	4,577,395
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹523 Cr	1,186,438 ↑ 53,285
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	4%	₹506 Cr	5,241,044
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹483 Cr	16,854,973
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	4%	₹472 Cr	5,164,015

3. 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 (₹97,350 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.54% (upper mid).
3Y return: 19.36% (lower mid).
1Y return: 3.55% (lower mid).
Alpha: -0.97 (bottom quartile).
Sharpe: 0.12 (lower mid).
Information ratio: -0.04 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Max Financial Services Ltd (~4.5%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (08 Jul 26)	₹204.506 ↓ -4.09 (-1.96 %)
Net Assets (Cr)	₹97,350 on 31 May 26
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.12
Information Ratio	-0.04
Alpha Ratio	-0.97
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹10,114
30 Jun 23	₹14,405
30 Jun 24	₹21,731
30 Jun 25	₹23,804
30 Jun 26	₹24,782

HDFC Mid-Cap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 Jul 26

Duration	Returns
1 Month	3.9%
3 Month	6.4%
6 Month	1%
1 Year	3.6%
3 Year	19.4%
5 Year	19.5%
10 Year
15 Year
Since launch	17.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	6.8%
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%

Fund Manager information for HDFC Mid-Cap Opportunities Fund

Name	Since	Tenure
Chirag Setalvad	25 Jun 07	19.03 Yr.
Dhruv Muchhal	22 Jun 23	3.03 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	26.65%
Consumer Cyclical	15.74%
Health Care	14.61%
Industrials	9.86%
Technology	8.19%
Consumer Defensive	6.97%
Basic Materials	4.63%
Communication Services	2.74%
Energy	2.25%
Utility	0.84%

Asset Allocation

Asset Class	Value
Cash	7.52%
Equity	92.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	4%	₹4,372 Cr	26,114,231
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	4%	₹3,908 Cr	39,687,347 ↑ 100,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,694 Cr	127,825,000
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,163 Cr	14,341,251 ↑ 74,849
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	3%	₹3,070 Cr	36,854,482
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹3,050 Cr	13,408,183
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹3,008 Cr	32,401,862
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,759 Cr	18,096,628
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| VMM	3%	₹2,754 Cr	226,155,581
Cummins India Ltd (Industrials) Equity, Since 31 May 15 \| CUMMINSIND	3%	₹2,645 Cr	4,498,204

4. 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 (₹74,604 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.08% (lower mid).
3Y return: 16.94% (bottom quartile).
1Y return: 2.22% (bottom quartile).
Alpha: 2.35 (top quartile).
Sharpe: 0.05 (bottom quartile).
Information ratio: -0.24 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding Bharat Heavy Electricals Ltd (~1.9%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (08 Jul 26)	₹176.549 ↓ -3.31 (-1.84 %)
Net Assets (Cr)	₹74,604 on 31 May 26
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	0.05
Information Ratio	-0.24
Alpha Ratio	2.35
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹10,860
30 Jun 23	₹15,169
30 Jun 24	₹23,621
30 Jun 25	₹24,128
30 Jun 26	₹25,102

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 Jul 26

Duration	Returns
1 Month	3.4%
3 Month	11.9%
6 Month	7.6%
1 Year	2.2%
3 Year	16.9%
5 Year	19.1%
10 Year
15 Year
Since launch	19.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-4.7%
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%

Fund Manager information for Nippon India Small Cap Fund

Name	Since	Tenure
Samir Rachh	2 Jan 17	9.5 Yr.
Kinjal Desai	25 May 18	8.11 Yr.
Amber Singhania	11 Mar 26	0.31 Yr.

Data below for Nippon India Small Cap Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Industrials	24.65%
Financial Services	15.05%
Consumer Cyclical	14.19%
Basic Materials	11.05%
Health Care	9.49%
Consumer Defensive	9.04%
Technology	7.05%
Utility	3.27%
Communication Services	1.65%
Real Estate	0.78%
Energy	0.43%

Asset Allocation

Asset Class	Value
Cash	2.9%
Equity	97.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 22 \| BHEL	2%	₹1,438 Cr	34,507,422
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,322 Cr	17,754,929
TD Power Systems Ltd (Industrials) Equity, Since 31 Dec 15 \| TDPOWERSYS	2%	₹1,277 Cr	9,680,747
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	2%	₹1,169 Cr	3,957,067 ↓ -342,933
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	2%	₹1,154 Cr	879,502
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹964 Cr	10,000,000 ↑ 2,000,000
NLC India Ltd (Utilities) Equity, Since 31 Oct 22 \| NLCINDIA	1%	₹938 Cr	26,990,331
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| KARURVYSYA	1%	₹921 Cr	31,907,252
Zydus Wellness Ltd (Consumer Defensive) Equity, Since 31 Aug 16 \| ZYDUSWELL	1%	₹876 Cr	17,273,570
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Apr 18 \| TIINDIA	1%	₹785 Cr	2,499,222

5. 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

Lower mid AUM (₹16,849 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 18.25% (lower mid).
3Y return: 22.10% (upper mid).
1Y return: 3.20% (lower mid).
Alpha: 0.35 (upper mid).
Sharpe: 0.19 (upper mid).
Information ratio: 0.30 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Multi Commodity Exchange of India Ltd (~3.0%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (08 Jul 26)	₹106.03 ↓ -1.81 (-1.68 %)
Net Assets (Cr)	₹16,849 on 31 May 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	0.19
Information Ratio	0.3
Alpha Ratio	0.35
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹9,936
30 Jun 23	₹12,970
30 Jun 24	₹20,548
30 Jun 25	₹22,969
30 Jun 26	₹23,735

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 Jul 26

Duration	Returns
1 Month	3%
3 Month	7.9%
6 Month	2.2%
1 Year	3.2%
3 Year	22.1%
5 Year	18.3%
10 Year
15 Year
Since launch	13.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	3.8%
2024	38.9%
2023	38.4%
2022	2.4%
2021	50.3%
2020	26.4%
2019	5.2%
2018	-15.7%
2017	52.3%
2016	2.5%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	1.71 Yr.
Trideep Bhattacharya	1 Oct 21	4.75 Yr.
Raj Koradia	1 Aug 24	1.91 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	27.76%
Industrials	16.13%
Consumer Cyclical	11.71%
Basic Materials	10.96%
Health Care	8.98%
Technology	5.53%
Consumer Defensive	4.76%
Utility	3.24%
Communication Services	3.08%
Real Estate	2.12%
Energy	1.79%

Asset Allocation

Asset Class	Value
Cash	3.94%
Equity	96.06%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹511 Cr	1,730,477 ↑ 43,058
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	3%	₹496 Cr	1,196,328 ↑ 36,706
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹488 Cr	16,902,169 ↑ 912,401
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹376 Cr	4,052,573 ↑ 470,404
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	2%	₹374 Cr	4,556,846 ↑ 139,814
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹361 Cr	197,647 ↑ 6,064
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Mar 26 \| BHEL	2%	₹337 Cr	8,077,656 ↑ 247,841
JSW Energy Ltd (Utilities) Equity, Since 30 Apr 26 \| JSWENERGY	2%	₹321 Cr	5,395,645 ↑ 2,490,497
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| INDIANB	2%	₹278 Cr	3,338,157 ↑ 102,422
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹275 Cr	1,937,427

6. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Research Highlights for Sundaram Mid Cap Fund

Bottom quartile AUM (₹13,687 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.72% (bottom quartile).
3Y return: 20.50% (upper mid).
1Y return: 4.76% (upper mid).
Alpha: -0.11 (lower mid).
Sharpe: 0.17 (upper mid).
Information ratio: 0.23 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding GE Vernova T&D India Ltd (~3.4%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (08 Jul 26)	₹1,452.96 ↓ -24.11 (-1.63 %)
Net Assets (Cr)	₹13,687 on 31 May 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.17
Information Ratio	0.23
Alpha Ratio	-0.11
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹9,952
30 Jun 23	₹12,988
30 Jun 24	₹20,155
30 Jun 25	₹21,973
30 Jun 26	₹23,117

Sundaram Mid Cap Fund SIP 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 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 Jul 26

Duration	Returns
1 Month	3.5%
3 Month	6.9%
6 Month	2%
1 Year	4.8%
3 Year	20.5%
5 Year	17.7%
10 Year
15 Year
Since launch	23.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	4.1%
2024	32%
2023	40.4%
2022	4.8%
2021	37.5%
2020	11.8%
2019	-0.3%
2018	-15.4%
2017	40.8%
2016	11.3%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	5.35 Yr.
Shalav Saket	31 Dec 25	0.5 Yr.

Data below for Sundaram Mid Cap Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	21.92%
Industrials	19.24%
Consumer Cyclical	14.17%
Health Care	9.9%
Basic Materials	8.55%
Technology	8.5%
Consumer Defensive	5.02%
Real Estate	3.11%
Utility	3.02%
Communication Services	1.96%
Energy	1.38%

Asset Allocation

Asset Class	Value
Cash	3.22%
Equity	96.76%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹463 Cr	900,000 ↓ -100,000
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	3%	₹441 Cr	750,000 ↓ -100,000
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹392 Cr	945,165
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹349 Cr	11,498,475
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 16 \| MFSL	2%	₹302 Cr	1,805,000 ↑ 130,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹300 Cr	10,399,688
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	2%	₹288 Cr	1,642,029
Suzlon Energy Ltd (Industrials) Equity, Since 31 Jul 24 \| SUZLON	2%	₹287 Cr	50,302,475 ↑ 11,730,000
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹273 Cr	38,278,844
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| MARICO	2%	₹271 Cr	3,300,000 ↓ -95,879

7. DSP Small Cap Fund

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

Research Highlights for DSP Small Cap Fund

Lower mid AUM (₹18,358 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.62% (bottom quartile).
3Y return: 18.07% (lower mid).
1Y return: 7.96% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.13 (lower mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Consumer Cyclical vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~90%).
Largest holding Lumax Auto Technologies Ltd (~5.0%).

Below is the key information for DSP Small Cap Fund

DSP Small Cap Fund Growth
Launch Date	14 Jun 07
NAV (08 Jul 26)	₹217.085 ↓ -2.25 (-1.03 %)
Net Assets (Cr)	₹18,358 on 31 May 26
Category	Equity - Small Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	0.13
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹10,594
30 Jun 23	₹13,804
30 Jun 24	₹19,548
30 Jun 25	₹21,421
30 Jun 26	₹23,103

DSP Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for DSP 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 Jul 26

Duration	Returns
1 Month	5.8%
3 Month	14.1%
6 Month	11%
1 Year	8%
3 Year	18.1%
5 Year	17.6%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-2.8%
2024	25.6%
2023	41.2%
2022	0.5%
2021	58.9%
2020	33.1%
2019	0.7%
2018	-25.5%
2017	42.8%
2016	12.7%

Fund Manager information for DSP Small Cap Fund

Name	Since	Tenure
Vinit Sambre	21 Jun 10	16.04 Yr.

Data below for DSP Small Cap Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	31.79%
Industrials	16.23%
Basic Materials	15.28%
Health Care	9.25%
Financial Services	8.24%
Consumer Defensive	6.15%
Technology	2.11%
Communication Services	0.44%

Asset Allocation

Asset Class	Value
Cash	10.5%
Equity	89.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Lumax Auto Technologies Ltd (Consumer Cyclical) Equity, Since 30 Jun 18 \| LUMAXTECH	5%	₹921 Cr	5,337,441 ↓ -600,000
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Mar 23 \| 533293	4%	₹725 Cr	3,762,866
Thangamayil Jewellery Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| THANGAMAYL	3%	₹628 Cr	1,493,620 ↓ -91,335
Sansera Engineering Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| SANSERA	3%	₹506 Cr	1,770,029
Welspun Corp Ltd (Basic Materials) Equity, Since 31 Mar 21 \| WELCORP	3%	₹470 Cr	3,411,788 ↓ -343,883
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials) Equity, Since 31 Dec 22 \| JUBLINGREA	2%	₹450 Cr	6,970,677 ↓ -29,323
Dodla Dairy Ltd (Consumer Defensive) Equity, Since 30 Jun 21 \| DODLA	2%	₹405 Cr	3,750,000
LT Foods Ltd (Consumer Defensive) Equity, Since 31 Dec 17 \| LTFOODS	2%	₹392 Cr	10,000,000
SPR Auto Technologies Ltd (Consumer Cyclical) Equity, Since 31 Aug 24 \| SHRIPISTON	2%	₹367 Cr	1,081,165
eClerx Services Ltd (Technology) Equity, Since 28 Feb 18 \| ECLERX	2%	₹334 Cr	2,211,836

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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.