এসআইপি বিনিয়োগ 2022-এর জন্য 7টি সেরা মিড এবং স্মল ক্যাপ ফান্ড

Updated on June 8, 2026 , 45468 views

মিড ক্যাপ এবংছোট ক্যাপ তহবিল ইক্যুইটি এক ধরনের হয়পারস্পরিক তহবিল যে কোম্পানির স্টকগুলিতে বিনিয়োগ করে যেগুলির ভবিষ্যতের নেতা হওয়ার সম্ভাবনা রয়েছে। এই তহবিলগুলি দীর্ঘ মেয়াদে তাদের সম্ভাব্য ডেলিভারির জন্য পরিচিত।মিড ক্যাপ তহবিল যে কোম্পানীগুলিতে বিনিয়োগ করুনবাজার INR 500 Cr থেকে INR 1000 Cr পর্যন্ত ক্যাপিটালাইজেশন (MC= কোম্পানি X বাজার মূল্য দ্বারা জারি করা শেয়ারের সংখ্যা)। এবং, ছোট ক্যাপগুলিকে সাধারণত প্রায় 500 কোটি টাকার মার্কেট ক্যাপ সহ সংস্থাগুলি হিসাবে সংজ্ঞায়িত করা হয়৷ যদিও, মিড এবং স্মল ক্যাপ ফান্ডগুলি বড় ক্যাপের চেয়ে বেশি ঝুঁকি বহন করে, এই সংস্থাগুলি, যদি ভালভাবে পরিচালিত হয়, তাহলে দীর্ঘমেয়াদে বড় কোম্পানিতে পরিণত হতে পারে। এই তহবিলগুলিতে বিনিয়োগের পরিকল্পনাকারী বিনিয়োগকারীদের a এর মাধ্যমে বিনিয়োগ করার পরামর্শ দেওয়া হয়চুমুক. এসআইপি বা পদ্ধতিগতবিনিয়োগ পরিকল্পনা সবচেয়ে কার্যকর উপায়বিনিয়োগ ভিতরেইক্যুইটি ফান্ড. একটি এসআইপি সাধারণত একটি মাসিক বা ত্রৈমাসিক বিনিয়োগ যা পূর্ব-নির্ধারিত তারিখে স্বয়ংক্রিয়ভাবে ঘটে। এর বিনিয়োগ প্রক্রিয়ার কারণে, এটি ইক্যুইটি বিনিয়োগের ক্ষতি থেকে প্রতিরোধ করতে পারে। বিনিয়োগকে একটি অভ্যাসে পরিণত করার জন্য SIPগুলিও একটি দুর্দান্ত হাতিয়ার৷ সুতরাং, এখানে সেরা মিড এবং স্মল ক্যাপ ফান্ড রয়েছেএসআইপি বিনিয়োগ 2022 - 2023 বিনিয়োগ করতে।

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SIP FY 22 - 23 এর জন্য সেরা পারফর্মিং মিড ক্যাপ এবং স্মল ক্যাপ ফান্ড

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential MidCap Fund Growth	₹324.51 ↓ -3.54	₹7,557	100	4.5	6.8	7.5	23.5	17.3	11.1
Invesco India Mid Cap Fund Growth	₹181.12 ↓ -2.47	₹11,767	500	6	-0.3	2.1	23.4	19.2	6.3
Edelweiss Mid Cap Fund Growth	₹102.828 ↓ -1.19	₹15,911	500	3.2	0.9	1.1	22	18.2	3.8
Sundaram Mid Cap Fund Growth	₹1,408.63 ↓ -14.61	₹13,378	100	2.8	0.2	1.9	21.5	17.5	4.1
HDFC Mid-Cap Opportunities Fund Growth	₹197.319 ↓ -1.72	₹94,745	300	1.7	-1.5	1.9	20.3	18.9	6.8
Kotak Emerging Equity Scheme Growth	₹137.955 ↓ -1.18	₹63,539	1,000	4.6	3.2	3.1	19.4	16.7	1.8
BNP Paribas Mid Cap Fund Growth	₹105.953 ↓ -0.94	₹2,389	300	3.8	3.1	5.2	19.1	15.4	2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jun 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	ICICI Prudential MidCap Fund	Invesco India Mid Cap Fund	Edelweiss Mid Cap Fund	Sundaram Mid Cap Fund	HDFC Mid-Cap Opportunities Fund	Kotak Emerging Equity Scheme	BNP Paribas Mid Cap Fund
Point 1	Bottom quartile AUM (₹7,557 Cr).	Lower mid AUM (₹11,767 Cr).	Upper mid AUM (₹15,911 Cr).	Lower mid AUM (₹13,378 Cr).	Highest AUM (₹94,745 Cr).	Upper mid AUM (₹63,539 Cr).	Bottom quartile AUM (₹2,389 Cr).
Point 2	Established history (21+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Oldest track record among peers (23 yrs).	Established history (18+ yrs).	Established history (19+ yrs).	Established history (20+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Top rated.	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 17.35% (lower mid).	5Y return: 19.17% (top quartile).	5Y return: 18.24% (upper mid).	5Y return: 17.54% (lower mid).	5Y return: 18.94% (upper mid).	5Y return: 16.72% (bottom quartile).	5Y return: 15.45% (bottom quartile).
Point 6	3Y return: 23.46% (top quartile).	3Y return: 23.36% (upper mid).	3Y return: 22.00% (upper mid).	3Y return: 21.50% (lower mid).	3Y return: 20.26% (lower mid).	3Y return: 19.38% (bottom quartile).	3Y return: 19.05% (bottom quartile).
Point 7	1Y return: 7.50% (top quartile).	1Y return: 2.08% (lower mid).	1Y return: 1.05% (bottom quartile).	1Y return: 1.89% (bottom quartile).	1Y return: 1.90% (lower mid).	1Y return: 3.06% (upper mid).	1Y return: 5.19% (upper mid).
Point 8	Alpha: 11.02 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: -0.24 (bottom quartile).	Alpha: 0.31 (lower mid).	Alpha: 0.10 (lower mid).	Alpha: 2.55 (upper mid).	Alpha: 1.99 (upper mid).
Point 9	Sharpe: 0.85 (top quartile).	Sharpe: 0.42 (lower mid).	Sharpe: 0.33 (bottom quartile).	Sharpe: 0.36 (lower mid).	Sharpe: 0.35 (bottom quartile).	Sharpe: 0.46 (upper mid).	Sharpe: 0.46 (upper mid).
Point 10	Information ratio: 0.64 (top quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.31 (upper mid).	Information ratio: 0.26 (upper mid).	Information ratio: 0.07 (lower mid).	Information ratio: -0.31 (bottom quartile).	Information ratio: -0.52 (bottom quartile).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,557 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.35% (lower mid).
3Y return: 23.46% (top quartile).
1Y return: 7.50% (top quartile).
Alpha: 11.02 (top quartile).
Sharpe: 0.85 (top quartile).
Information ratio: 0.64 (top quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹11,767 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.17% (top quartile).
3Y return: 23.36% (upper mid).
1Y return: 2.08% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.42 (lower mid).
Information ratio: 0.00 (lower mid).

Edelweiss Mid Cap Fund

Upper mid AUM (₹15,911 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.24% (upper mid).
3Y return: 22.00% (upper mid).
1Y return: 1.05% (bottom quartile).
Alpha: -0.24 (bottom quartile).
Sharpe: 0.33 (bottom quartile).
Information ratio: 0.31 (upper mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹13,378 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.54% (lower mid).
3Y return: 21.50% (lower mid).
1Y return: 1.89% (bottom quartile).
Alpha: 0.31 (lower mid).
Sharpe: 0.36 (lower mid).
Information ratio: 0.26 (upper mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹94,745 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.94% (upper mid).
3Y return: 20.26% (lower mid).
1Y return: 1.90% (lower mid).
Alpha: 0.10 (lower mid).
Sharpe: 0.35 (bottom quartile).
Information ratio: 0.07 (lower mid).

Kotak Emerging Equity Scheme

Upper mid AUM (₹63,539 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.72% (bottom quartile).
3Y return: 19.38% (bottom quartile).
1Y return: 3.06% (upper mid).
Alpha: 2.55 (upper mid).
Sharpe: 0.46 (upper mid).
Information ratio: -0.31 (bottom quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,389 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 15.45% (bottom quartile).
3Y return: 19.05% (bottom quartile).
1Y return: 5.19% (upper mid).
Alpha: 1.99 (upper mid).
Sharpe: 0.46 (upper mid).
Information ratio: -0.52 (bottom quartile).

*ভিত্তিক তহবিলের তালিকাসম্পদ >= 500 কোটি & উপর ভিত্তি করে সাজানো3 বছরসিএজিআর প্রত্যাবর্তন.

1. ICICI Prudential MidCap Fund

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

Research Highlights for ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,557 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.35% (lower mid).
3Y return: 23.46% (top quartile).
1Y return: 7.50% (top quartile).
Alpha: 11.02 (top quartile).
Sharpe: 0.85 (top quartile).
Information ratio: 0.64 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Multi Commodity Exchange of India Ltd (~4.9%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (10 Jun 26)	₹324.51 ↓ -3.54 (-1.08 %)
Net Assets (Cr)	₹7,557 on 30 Apr 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.85
Information Ratio	0.64
Alpha Ratio	11.02
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
31 May 21	₹10,000
31 May 22	₹10,868
31 May 23	₹12,173
31 May 24	₹19,096
31 May 25	₹20,630
31 May 26	₹24,256

ICICI Prudential MidCap 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 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 10 Jun 26

Duration	Returns
1 Month	-4.2%
3 Month	4.5%
6 Month	6.8%
1 Year	7.5%
3 Year	23.5%
5 Year	17.3%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.1%
2023	27%
2022	32.8%
2021	3.1%
2020	44.8%
2019	19.1%
2018	-0.6%
2017	-10.8%
2016	42.9%
2015	4.8%

Fund Manager information for ICICI Prudential MidCap Fund

Name	Since	Tenure
Lalit Kumar	1 Jul 22	3.92 Yr.
Sharmila D’mello	31 Jul 22	3.84 Yr.

Data below for ICICI Prudential MidCap Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Industrials	23.47%
Basic Materials	23.38%
Financial Services	22.64%
Consumer Cyclical	12.4%
Real Estate	5.46%
Energy	3.14%
Communication Services	2.64%
Health Care	1.5%
Technology	1.07%
Utility	0.15%

Asset Allocation

Asset Class	Value
Cash	1.98%
Equity	98.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	5%	₹368 Cr	1,239,860
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	5%	₹368 Cr	1,011,840
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 532286	5%	₹341 Cr	2,786,470
Apar Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| APARINDS	4%	₹325 Cr	263,711
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	4%	₹282 Cr	824,501
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹271 Cr	1,425,196
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹238 Cr	3,106,731
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Mar 26 \| HINDPETRO	3%	₹237 Cr	6,333,739 ↑ 1,500,000
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| POLICYBZR	3%	₹235 Cr	1,408,585
UPL Ltd (Basic Materials) Equity, Since 31 Oct 22 \| UPL	3%	₹222 Cr	3,465,469

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

Lower mid AUM (₹11,767 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.17% (top quartile).
3Y return: 23.36% (upper mid).
1Y return: 2.08% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.42 (lower mid).
Information ratio: 0.00 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding Prestige Estates Projects Ltd (~6.2%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (10 Jun 26)	₹181.12 ↓ -2.47 (-1.35 %)
Net Assets (Cr)	₹11,767 on 30 Apr 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.42
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
31 May 21	₹10,000
31 May 22	₹10,957
31 May 23	₹12,922
31 May 24	₹18,730
31 May 25	₹22,914
31 May 26	₹24,800

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 10 Jun 26

Duration	Returns
1 Month	-3.5%
3 Month	6%
6 Month	-0.3%
1 Year	2.1%
3 Year	23.4%
5 Year	19.2%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.3%
2023	43.1%
2022	34.1%
2021	0.5%
2020	43.1%
2019	24.4%
2018	3.8%
2017	-5.3%
2016	44.3%
2015	1.1%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	2.56 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	31.83%
Health Care	18.66%
Consumer Cyclical	16.99%
Industrials	13.33%
Real Estate	8.93%
Basic Materials	4.09%
Technology	4%
Utility	2.02%

Asset Allocation

Asset Class	Value
Cash	0.15%
Equity	99.85%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	6%	₹728 Cr	5,146,315 ↑ 962,063
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	6%	₹691 Cr	1,899,237
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	5%	₹640 Cr	22,304,132
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	5%	₹603 Cr	5,936,790
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	4%	₹528 Cr	21,367,256 ↑ 11,846,356
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	4%	₹520 Cr	5,241,044 ↑ 466,848
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹511 Cr	4,577,395 ↑ 546,806
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹487 Cr	1,133,153 ↑ 90,112
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	4%	₹473 Cr	5,164,015 ↑ 234,829
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹471 Cr	16,854,973

3. 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

Upper mid AUM (₹15,911 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 18.24% (upper mid).
3Y return: 22.00% (upper mid).
1Y return: 1.05% (bottom quartile).
Alpha: -0.24 (bottom quartile).
Sharpe: 0.33 (bottom quartile).
Information ratio: 0.31 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Multi Commodity Exchange of India Ltd (~3.2%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (10 Jun 26)	₹102.828 ↓ -1.19 (-1.14 %)
Net Assets (Cr)	₹15,911 on 30 Apr 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	0.33
Information Ratio	0.31
Alpha Ratio	-0.24
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
31 May 21	₹10,000
31 May 22	₹11,153
31 May 23	₹13,170
31 May 24	₹19,765
31 May 25	₹23,043
31 May 26	₹24,836

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 10 Jun 26

Duration	Returns
1 Month	-3.7%
3 Month	3.2%
6 Month	0.9%
1 Year	1.1%
3 Year	22%
5 Year	18.2%
10 Year
15 Year
Since launch	13.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.8%
2023	38.9%
2022	38.4%
2021	2.4%
2020	50.3%
2019	26.4%
2018	5.2%
2017	-15.7%
2016	52.3%
2015	2.5%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	1.63 Yr.
Trideep Bhattacharya	1 Oct 21	4.67 Yr.
Raj Koradia	1 Aug 24	1.83 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	30.34%
Industrials	14.73%
Consumer Cyclical	12.38%
Basic Materials	10.8%
Health Care	7.51%
Technology	5.01%
Consumer Defensive	4.75%
Communication Services	2.82%
Utility	2.75%
Real Estate	2.2%
Energy	1.72%

Asset Allocation

Asset Class	Value
Cash	4.98%
Equity	95.02%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹501 Cr	1,687,419 ↑ 314,474
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹459 Cr	15,989,768 ↑ 569,217
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	3%	₹422 Cr	1,159,622 ↑ 240,951
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| 540611	2%	₹353 Cr	3,474,160 ↑ 123,676
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹342 Cr	4,417,032
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹331 Cr	3,582,169 ↑ 127,521
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹296 Cr	191,583 ↑ 6,820
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Mar 26 \| 500103	2%	₹276 Cr	7,829,815 ↑ 2,590,057
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| 532814	2%	₹276 Cr	3,235,735 ↑ 115,188
Torrent Power Ltd (Utilities) Equity, Since 28 Feb 25 \| 532779	2%	₹275 Cr	1,584,025 ↑ 56,389

4. 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

Lower mid AUM (₹13,378 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 17.54% (lower mid).
3Y return: 21.50% (lower mid).
1Y return: 1.89% (bottom quartile).
Alpha: 0.31 (lower mid).
Sharpe: 0.36 (lower mid).
Information ratio: 0.26 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Cummins India Ltd (~3.3%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (10 Jun 26)	₹1,408.63 ↓ -14.61 (-1.03 %)
Net Assets (Cr)	₹13,378 on 30 Apr 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.36
Information Ratio	0.26
Alpha Ratio	0.31
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
31 May 21	₹10,000
31 May 22	₹10,905
31 May 23	₹12,886
31 May 24	₹19,697
31 May 25	₹22,307
31 May 26	₹23,938

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 10 Jun 26

Duration	Returns
1 Month	-4%
3 Month	2.8%
6 Month	0.2%
1 Year	1.9%
3 Year	21.5%
5 Year	17.5%
10 Year
15 Year
Since launch	23%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.1%
2023	32%
2022	40.4%
2021	4.8%
2020	37.5%
2019	11.8%
2018	-0.3%
2017	-15.4%
2016	40.8%
2015	11.3%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	5.27 Yr.
Shalav Saket	31 Dec 25	0.42 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	21.44%
Industrials	17.17%
Consumer Cyclical	15.42%
Health Care	9.48%
Basic Materials	8.9%
Technology	8.08%
Consumer Defensive	5.5%
Utility	3.85%
Real Estate	3.21%
Communication Services	2.22%
Energy	1.51%

Asset Allocation

Asset Class	Value
Cash	3.21%
Equity	96.78%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	3%	₹448 Cr	850,000 ↓ -220,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹447 Cr	1,000,000 ↓ -125,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹357 Cr	11,498,475
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹344 Cr	945,165
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	2%	₹325 Cr	1,642,029
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹298 Cr	10,399,688
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹278 Cr	6,735,835
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹267 Cr	38,278,844
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 16 \| 500271	2%	₹266 Cr	1,675,000 ↑ 735,000
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 531642	2%	₹263 Cr	3,395,879

5. 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 (₹94,745 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.94% (upper mid).
3Y return: 20.26% (lower mid).
1Y return: 1.90% (lower mid).
Alpha: 0.10 (lower mid).
Sharpe: 0.35 (bottom quartile).
Information ratio: 0.07 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Max Financial Services Ltd (~4.4%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (10 Jun 26)	₹197.319 ↓ -1.72 (-0.86 %)
Net Assets (Cr)	₹94,745 on 30 Apr 26
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.35
Information Ratio	0.07
Alpha Ratio	0.1
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
31 May 21	₹10,000
31 May 22	₹10,979
31 May 23	₹13,841
31 May 24	₹21,027
31 May 25	₹23,596
31 May 26	₹25,084

HDFC Mid-Cap Opportunities 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 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 10 Jun 26

Duration	Returns
1 Month	-2.5%
3 Month	1.7%
6 Month	-1.5%
1 Year	1.9%
3 Year	20.3%
5 Year	18.9%
10 Year
15 Year
Since launch	17%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.8%
2023	28.6%
2022	44.5%
2021	12.3%
2020	39.9%
2019	21.7%
2018	0.2%
2017	-11.2%
2016	41.7%
2015	11.3%

Fund Manager information for HDFC Mid-Cap Opportunities Fund

Name	Since	Tenure
Chirag Setalvad	25 Jun 07	18.95 Yr.
Dhruv Muchhal	22 Jun 23	2.94 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	27.24%
Consumer Cyclical	16.37%
Health Care	14.68%
Industrials	9.9%
Technology	7.82%
Consumer Defensive	7.02%
Basic Materials	4.96%
Communication Services	2.36%
Energy	2.2%
Utility	0.9%

Asset Allocation

Asset Class	Value
Cash	6.56%
Equity	93.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| 500271	4%	₹4,141 Cr	26,114,231 ↑ 321,378
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	4%	₹4,022 Cr	39,587,347 ↑ 286,291
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,668 Cr	127,825,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| 532296	3%	₹3,226 Cr	13,408,183 ↑ 592,878
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| 532814	3%	₹3,139 Cr	36,854,482
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,083 Cr	14,266,402 ↑ 804,657
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| 532843	3%	₹2,991 Cr	32,401,862 ↑ 979,811
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| 524494	3%	₹2,770 Cr	18,096,628 ↑ 102,116
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| VMM	3%	₹2,766 Cr	226,155,581 ↑ 6,873,857
Cummins India Ltd (Industrials) Equity, Since 31 May 15 \| 500480	3%	₹2,369 Cr	4,498,204

6. Kotak Emerging Equity Scheme

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Research Highlights for Kotak Emerging Equity Scheme

Upper mid AUM (₹63,539 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.72% (bottom quartile).
3Y return: 19.38% (bottom quartile).
1Y return: 3.06% (upper mid).
Alpha: 2.55 (upper mid).
Sharpe: 0.46 (upper mid).
Information ratio: -0.31 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding GE Vernova T&D India Ltd (~4.9%).

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme Growth
Launch Date	30 Mar 07
NAV (10 Jun 26)	₹137.955 ↓ -1.18 (-0.85 %)
Net Assets (Cr)	₹63,539 on 30 Apr 26
Category	Equity - Mid Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	0.46
Information Ratio	-0.31
Alpha Ratio	2.55
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-2 Years (1%),2 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 21	₹10,000
31 May 22	₹11,173
31 May 23	₹13,039
31 May 24	₹18,839
31 May 25	₹21,041
31 May 26	₹22,627

Kotak Emerging Equity Scheme SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Kotak Emerging Equity Scheme

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jun 26

Duration	Returns
1 Month	-2.8%
3 Month	4.6%
6 Month	3.2%
1 Year	3.1%
3 Year	19.4%
5 Year	16.7%
10 Year
15 Year
Since launch	14.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1.8%
2023	33.6%
2022	31.5%
2021	5.1%
2020	47.3%
2019	21.9%
2018	8.9%
2017	-11.7%
2016	43%
2015	10.4%

Fund Manager information for Kotak Emerging Equity Scheme

Name	Since	Tenure
Atul Bhole	22 Jan 24	2.36 Yr.

Data below for Kotak Emerging Equity Scheme as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	26.93%
Industrials	16.19%
Consumer Cyclical	14.69%
Health Care	13.02%
Basic Materials	11.94%
Technology	9.81%
Real Estate	1.95%
Communication Services	1.77%
Consumer Defensive	1.54%
Energy	1.36%

Asset Allocation

Asset Class	Value
Cash	0.54%
Equity	99.46%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Nov 24 \| 522275	5%	₹3,109 Cr	6,962,276 ↓ -1,182,046
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532843	4%	₹2,593 Cr	28,097,817 ↑ 287,937
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| 524494	3%	₹1,890 Cr	12,348,047 ↑ 343,009
Mphasis Ltd (Technology) Equity, Since 31 Jan 24 \| 526299	3%	₹1,808 Cr	7,939,467
KEI Industries Ltd (Industrials) Equity, Since 31 Oct 24 \| KEI	3%	₹1,780 Cr	3,665,060
Indian Bank (Financial Services) Equity, Since 30 Jun 25 \| 532814	2%	₹1,554 Cr	18,238,497 ↑ 800,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Jul 11 \| SOLARINDS	2%	₹1,534 Cr	993,898 ↑ 8,081
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Dec 24 \| VMM	2%	₹1,486 Cr	121,547,037 ↑ 10,687,138
Oracle Financial Services Software Ltd (Technology) Equity, Since 31 May 24 \| OFSS	2%	₹1,455 Cr	1,496,270 ↓ -33,671
Bharat Electronics Ltd (Industrials) Equity, Since 31 Dec 18 \| BEL	2%	₹1,449 Cr	33,587,745

7. BNP Paribas Mid Cap Fund

The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

Research Highlights for BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,389 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 15.45% (bottom quartile).
3Y return: 19.05% (bottom quartile).
1Y return: 5.19% (upper mid).
Alpha: 1.99 (upper mid).
Sharpe: 0.46 (upper mid).
Information ratio: -0.52 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding GE Vernova T&D India Ltd (~4.2%).

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund Growth
Launch Date	2 May 06
NAV (10 Jun 26)	₹105.953 ↓ -0.94 (-0.88 %)
Net Assets (Cr)	₹2,389 on 30 Apr 26
Category	Equity - Mid Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	0.46
Information Ratio	-0.52
Alpha Ratio	1.99
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 May 21	₹10,000
31 May 22	₹10,953
31 May 23	₹12,483
31 May 24	₹18,544
31 May 25	₹19,950
31 May 26	₹22,005

BNP Paribas Mid Cap Fund SIP 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 10 Jun 26

Duration	Returns
1 Month	-4%
3 Month	3.8%
6 Month	3.1%
1 Year	5.2%
3 Year	19.1%
5 Year	15.4%
10 Year
15 Year
Since launch	12.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.5%
2023	28.5%
2022	32.6%
2021	4.7%
2020	41.5%
2019	23.1%
2018	5.2%
2017	-17.5%
2016	49%
2015	-1.2%

Fund Manager information for BNP Paribas Mid Cap Fund

Name	Since	Tenure
Rohan Korde	1 May 26	0.08 Yr.
Himanshu Singh	21 Oct 24	1.61 Yr.

Data below for BNP Paribas Mid Cap Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	23.2%
Industrials	17.95%
Consumer Cyclical	15.25%
Basic Materials	12.07%
Health Care	11.94%
Technology	5.85%
Consumer Defensive	2.03%
Real Estate	1.99%
Energy	1.88%
Utility	0.94%
Communication Services	0.86%

Asset Allocation

Asset Class	Value
Cash	6.03%
Equity	93.96%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	4%	₹100 Cr	225,000 ↓ -25,000
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 31 Dec 22 \| POWERINDIA	3%	₹79 Cr	23,455 ↓ -3,500
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Jan 24 \| 500103	3%	₹70 Cr	2,000,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Apr 23 \| NAVINFLUOR	3%	₹65 Cr	95,608
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| 532814	3%	₹63 Cr	740,000
BSE Ltd (Financial Services) Equity, Since 30 Nov 25 \| BSE	3%	₹61 Cr	168,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Jul 16 \| FEDERALBNK	2%	₹57 Cr	2,000,000
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 23 \| POLICYBZR	2%	₹52 Cr	315,000
National Aluminium Co Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 532234	2%	₹48 Cr	1,200,000
Phoenix Mills Ltd (Real Estate) Equity, Since 31 Oct 22 \| 503100	2%	₹48 Cr	270,000

Disclaimer:
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।