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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
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. Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on 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 Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on (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 Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Research Highlights for Franklin India Prima Fund Below is the key information for Franklin India Prima Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Invesco India Mid Cap Fund Growth ₹188.63
↑ 2.56 ₹9,320 500 4.2 12.7 14 27.9 26.5 43.1 Motilal Oswal Midcap 30 Fund Growth ₹103.52
↑ 1.65 ₹37,501 500 0.4 4.4 -2.5 26.4 30.3 57.1 HDFC Mid-Cap Opportunities Fund Growth ₹204.991
↑ 1.91 ₹89,383 300 6.7 9.1 9.9 26 27.6 28.6 Edelweiss Mid Cap Fund Growth ₹104.775
↑ 1.34 ₹12,647 500 4.5 7.2 6.3 25.3 27 38.9 Sundaram Mid Cap Fund Growth ₹1,446.05
↑ 15.68 ₹13,236 100 5.1 8 7.3 24.5 24.9 32 ICICI Prudential MidCap Fund Growth ₹312.12
↑ 4.09 ₹6,964 100 5.9 9.9 10.4 22.7 24.7 27 Franklin India Prima Fund Growth ₹2,823.28
↑ 27.31 ₹12,770 500 3.8 4.9 4.2 22.2 21.7 31.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25 Research Highlights & Commentary of 7 Funds showcased
Commentary Invesco India Mid Cap Fund Motilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund ICICI Prudential MidCap Fund Franklin India Prima Fund Point 1 Bottom quartile AUM (₹9,320 Cr). Upper mid AUM (₹37,501 Cr). Highest AUM (₹89,383 Cr). Lower mid AUM (₹12,647 Cr). Upper mid AUM (₹13,236 Cr). Bottom quartile AUM (₹6,964 Cr). Lower mid AUM (₹12,770 Cr). Point 2 Established history (18+ yrs). Established history (11+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (23+ yrs). Established history (21+ yrs). Oldest track record among peers (32 yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 26.45% (lower mid). 5Y return: 30.32% (top quartile). 5Y return: 27.59% (upper mid). 5Y return: 26.96% (upper mid). 5Y return: 24.88% (lower mid). 5Y return: 24.69% (bottom quartile). 5Y return: 21.72% (bottom quartile). Point 6 3Y return: 27.92% (top quartile). 3Y return: 26.43% (upper mid). 3Y return: 26.01% (upper mid). 3Y return: 25.26% (lower mid). 3Y return: 24.47% (lower mid). 3Y return: 22.66% (bottom quartile). 3Y return: 22.24% (bottom quartile). Point 7 1Y return: 13.96% (top quartile). 1Y return: -2.54% (bottom quartile). 1Y return: 9.93% (upper mid). 1Y return: 6.31% (lower mid). 1Y return: 7.26% (lower mid). 1Y return: 10.38% (upper mid). 1Y return: 4.22% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: -4.22 (bottom quartile). Alpha: 1.17 (upper mid). Alpha: -0.23 (lower mid). Alpha: -0.05 (lower mid). Alpha: 2.69 (top quartile). Alpha: -2.98 (bottom quartile). Point 9 Sharpe: 0.43 (top quartile). Sharpe: -0.13 (bottom quartile). Sharpe: 0.15 (upper mid). Sharpe: 0.07 (lower mid). Sharpe: 0.08 (lower mid). Sharpe: 0.22 (upper mid). Sharpe: -0.09 (bottom quartile). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.20 (upper mid). Information ratio: 0.61 (top quartile). Information ratio: 0.18 (upper mid). Information ratio: 0.16 (lower mid). Information ratio: -0.29 (bottom quartile). Information ratio: -0.49 (bottom quartile). Invesco India Mid Cap Fund
Motilal Oswal Midcap 30 Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
ICICI Prudential MidCap Fund
Franklin India Prima Fund
সম্পদ >= 500 কোটি & উপর ভিত্তি করে সাজানো3 বছরসিএজিআর প্রত্যাবর্তন.1. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (26 Nov 25) ₹188.63 ↑ 2.56 (1.38 %) Net Assets (Cr) ₹9,320 on 31 Oct 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.43 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 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.6% 3 Month 4.2% 6 Month 12.7% 1 Year 14% 3 Year 27.9% 5 Year 26.5% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% 2015 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Data below for Invesco India Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (26 Nov 25) ₹103.52 ↑ 1.65 (1.62 %) Net Assets (Cr) ₹37,501 on 31 Oct 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.13 Information Ratio 0.2 Alpha Ratio -4.22 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 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month -0.1% 3 Month 0.4% 6 Month 4.4% 1 Year -2.5% 3 Year 26.4% 5 Year 30.3% 10 Year 15 Year Since launch 22% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Motilal Oswal Midcap 30 Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (26 Nov 25) ₹204.991 ↑ 1.91 (0.94 %) Net Assets (Cr) ₹89,383 on 31 Oct 25 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 0.15 Information Ratio 0.61 Alpha Ratio 1.17 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 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 3% 3 Month 6.7% 6 Month 9.1% 1 Year 9.9% 3 Year 26% 5 Year 27.6% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for HDFC Mid-Cap Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (26 Nov 25) ₹104.775 ↑ 1.34 (1.29 %) Net Assets (Cr) ₹12,647 on 31 Oct 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 0.07 Information Ratio 0.18 Alpha Ratio -0.23 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 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 2.1% 3 Month 4.5% 6 Month 7.2% 1 Year 6.3% 3 Year 25.3% 5 Year 27% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Edelweiss Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (26 Nov 25) ₹1,446.05 ↑ 15.68 (1.10 %) Net Assets (Cr) ₹13,236 on 31 Oct 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.08 Information Ratio 0.16 Alpha Ratio -0.05 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 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.7% 3 Month 5.1% 6 Month 8% 1 Year 7.3% 3 Year 24.5% 5 Year 24.9% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure Data below for Sundaram Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (26 Nov 25) ₹312.12 ↑ 4.09 (1.33 %) Net Assets (Cr) ₹6,964 on 31 Oct 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.22 Information Ratio -0.29 Alpha Ratio 2.69 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.9% 3 Month 5.9% 6 Month 9.9% 1 Year 10.4% 3 Year 22.7% 5 Year 24.7% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 27% 2023 32.8% 2022 3.1% 2021 44.8% 2020 19.1% 2019 -0.6% 2018 -10.8% 2017 42.9% 2016 4.8% 2015 5.1% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Data below for ICICI Prudential MidCap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Franklin India Prima Fund
Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (26 Nov 25) ₹2,823.28 ↑ 27.31 (0.98 %) Net Assets (Cr) ₹12,770 on 31 Oct 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.09 Information Ratio -0.49 Alpha Ratio -2.98 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 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 1 Month 1.7% 3 Month 3.8% 6 Month 4.9% 1 Year 4.2% 3 Year 22.2% 5 Year 21.7% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.8% 2023 36.8% 2022 2.2% 2021 32.6% 2020 17.8% 2019 3.5% 2018 -9.4% 2017 39.7% 2016 8.5% 2015 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure Data below for Franklin India Prima Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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।
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Research Highlights for Invesco India Mid Cap Fund