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

Updated on April 28, 2026 , 45212 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	₹329.37 ↓ -3.19	₹6,569	100	7.2	6.8	24.3	26.3	20.7	11.1
Invesco India Mid Cap Fund Growth	₹178.94 ↓ -1.53	₹9,895	500	4	-3.3	13.6	25.7	21	6.3
Edelweiss Mid Cap Fund Growth	₹102.973 ↓ -0.94	₹13,554	500	0.9	-0.3	10.7	24.8	21	3.8
Sundaram Mid Cap Fund Growth	₹1,416.19 ↓ -12.15	₹11,898	100	1.7	-1.5	11.3	24.2	19.8	4.1
HDFC Mid-Cap Opportunities Fund Growth	₹196.732 ↓ -1.71	₹85,358	300	-1.8	-2	10.7	23.6	21.3	6.8
Kotak Emerging Equity Scheme Growth	₹137.581 ↓ -1.62	₹55,676	1,000	4.2	-0.7	13.9	21.5	18.9	1.8
Nippon India Small Cap Fund Growth	₹170.415 ↓ -0.94	₹61,809	100	7	-0.4	10.4	21.2	22.4	-4.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Apr 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	Nippon India Small Cap Fund
Point 1	Bottom quartile AUM (₹6,569 Cr).	Bottom quartile AUM (₹9,895 Cr).	Lower mid AUM (₹13,554 Cr).	Lower mid AUM (₹11,898 Cr).	Highest AUM (₹85,358 Cr).	Upper mid AUM (₹55,676 Cr).	Upper mid AUM (₹61,809 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 (15+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Top rated.	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).	Rating: 4★ (upper 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: Moderately High.
Point 5	5Y return: 20.74% (lower mid).	5Y return: 21.02% (lower mid).	5Y return: 21.03% (upper mid).	5Y return: 19.80% (bottom quartile).	5Y return: 21.27% (upper mid).	5Y return: 18.89% (bottom quartile).	5Y return: 22.36% (top quartile).
Point 6	3Y return: 26.29% (top quartile).	3Y return: 25.67% (upper mid).	3Y return: 24.79% (upper mid).	3Y return: 24.23% (lower mid).	3Y return: 23.63% (lower mid).	3Y return: 21.54% (bottom quartile).	3Y return: 21.16% (bottom quartile).
Point 7	1Y return: 24.33% (top quartile).	1Y return: 13.60% (upper mid).	1Y return: 10.73% (lower mid).	1Y return: 11.30% (lower mid).	1Y return: 10.69% (bottom quartile).	1Y return: 13.91% (upper mid).	1Y return: 10.36% (bottom quartile).
Point 8	Alpha: 8.43 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: -0.08 (bottom quartile).	Alpha: 0.04 (lower mid).	Alpha: 1.20 (upper mid).	Alpha: 0.72 (lower mid).	Alpha: 0.92 (upper mid).
Point 9	Sharpe: 0.37 (top quartile).	Sharpe: -0.08 (lower mid).	Sharpe: -0.12 (bottom quartile).	Sharpe: -0.12 (lower mid).	Sharpe: -0.04 (upper mid).	Sharpe: -0.07 (upper mid).	Sharpe: -0.42 (bottom quartile).
Point 10	Information ratio: 0.42 (top quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.31 (upper mid).	Information ratio: 0.22 (lower mid).	Information ratio: 0.39 (upper mid).	Information ratio: -0.40 (bottom quartile).	Information ratio: -0.21 (bottom quartile).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹6,569 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.74% (lower mid).
3Y return: 26.29% (top quartile).
1Y return: 24.33% (top quartile).
Alpha: 8.43 (top quartile).
Sharpe: 0.37 (top quartile).
Information ratio: 0.42 (top quartile).

Invesco India Mid Cap Fund

Bottom quartile AUM (₹9,895 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.02% (lower mid).
3Y return: 25.67% (upper mid).
1Y return: 13.60% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.08 (lower mid).
Information ratio: 0.00 (lower mid).

Edelweiss Mid Cap Fund

Lower mid AUM (₹13,554 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 21.03% (upper mid).
3Y return: 24.79% (upper mid).
1Y return: 10.73% (lower mid).
Alpha: -0.08 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.31 (upper mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹11,898 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.80% (bottom quartile).
3Y return: 24.23% (lower mid).
1Y return: 11.30% (lower mid).
Alpha: 0.04 (lower mid).
Sharpe: -0.12 (lower mid).
Information ratio: 0.22 (lower mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹85,358 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.27% (upper mid).
3Y return: 23.63% (lower mid).
1Y return: 10.69% (bottom quartile).
Alpha: 1.20 (upper mid).
Sharpe: -0.04 (upper mid).
Information ratio: 0.39 (upper mid).

Kotak Emerging Equity Scheme

Upper mid AUM (₹55,676 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.89% (bottom quartile).
3Y return: 21.54% (bottom quartile).
1Y return: 13.91% (upper mid).
Alpha: 0.72 (lower mid).
Sharpe: -0.07 (upper mid).
Information ratio: -0.40 (bottom quartile).

Nippon India Small Cap Fund

Upper mid AUM (₹61,809 Cr).
Established history (15+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.36% (top quartile).
3Y return: 21.16% (bottom quartile).
1Y return: 10.36% (bottom quartile).
Alpha: 0.92 (upper mid).
Sharpe: -0.42 (bottom quartile).
Information ratio: -0.21 (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 (₹6,569 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.74% (lower mid).
3Y return: 26.29% (top quartile).
1Y return: 24.33% (top quartile).
Alpha: 8.43 (top quartile).
Sharpe: 0.37 (top quartile).
Information ratio: 0.42 (top quartile).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Jindal Steel Ltd (~4.7%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (30 Apr 26)	₹329.37 ↓ -3.19 (-0.96 %)
Net Assets (Cr)	₹6,569 on 31 Mar 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.37
Information Ratio	0.42
Alpha Ratio	8.43
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 Apr 21	₹10,000
30 Apr 22	₹12,321
30 Apr 23	₹12,742
30 Apr 24	₹19,770
30 Apr 25	₹20,642

ICICI Prudential MidCap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 30 Apr 26

Duration	Returns
1 Month	14.4%
3 Month	7.2%
6 Month	6.8%
1 Year	24.3%
3 Year	26.3%
5 Year	20.7%
10 Year
15 Year
Since launch	17.6%

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	3.75 Yr.
Sharmila D’mello	31 Jul 22	3.67 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Basic Materials	26.3%
Industrials	22.93%
Financial Services	21.52%
Consumer Cyclical	12.4%
Communication Services	6.07%
Real Estate	5.07%
Energy	2.47%
Health Care	1.01%
Technology	0.47%
Utility	0.14%

Asset Allocation

Asset Class	Value
Cash	1.63%
Equity	98.37%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 532286	5%	₹310 Cr	2,786,470
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	5%	₹296 Cr	1,239,860
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹276 Cr	1,425,196
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹272 Cr	1,011,840
Apar Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| APARINDS	4%	₹261 Cr	263,711
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	4%	₹261 Cr	824,501
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹221 Cr	3,106,731
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	3%	₹208 Cr	1,376,584
Vedanta Ltd (Basic Materials) Equity, Since 31 Aug 24 \| 500295	3%	₹205 Cr	3,128,459
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹201 Cr	1,408,585

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 (₹9,895 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.02% (lower mid).
3Y return: 25.67% (upper mid).
1Y return: 13.60% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.08 (lower mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding The Federal Bank Ltd (~5.8%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (30 Apr 26)	₹178.94 ↓ -1.53 (-0.85 %)
Net Assets (Cr)	₹9,895 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	-0.08
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 Apr 21	₹10,000
30 Apr 22	₹12,272
30 Apr 23	₹13,082
30 Apr 24	₹19,679
30 Apr 25	₹22,855

Invesco India Mid Cap 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 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 30 Apr 26

Duration	Returns
1 Month	14.4%
3 Month	4%
6 Month	-3.3%
1 Year	13.6%
3 Year	25.7%
5 Year	21%
10 Year
15 Year
Since launch	16.4%

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	2.39 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	33.55%
Health Care	19.72%
Consumer Cyclical	16.61%
Industrials	12.41%
Real Estate	7.61%
Technology	4.97%
Basic Materials	4.17%

Asset Allocation

Asset Class	Value
Cash	0.97%
Equity	99.03%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹579 Cr	22,304,132
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	5%	₹510 Cr	1,899,237
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	5%	₹500 Cr	5,936,790
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	5%	₹471 Cr	4,184,252 ↑ 318,653
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	5%	₹459 Cr	4,774,196
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	4%	₹426 Cr	16,397,045
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹411 Cr	1,043,041 ↑ 147,708
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| 533519	4%	₹405 Cr	16,854,973
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532296	4%	₹397 Cr	1,864,031
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹387 Cr	4,030,589 ↑ 146,776

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

Lower mid AUM (₹13,554 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 21.03% (upper mid).
3Y return: 24.79% (upper mid).
1Y return: 10.73% (lower mid).
Alpha: -0.08 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.31 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding The Federal Bank Ltd (~3.0%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (30 Apr 26)	₹102.973 ↓ -0.94 (-0.91 %)
Net Assets (Cr)	₹13,554 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.12
Information Ratio	0.31
Alpha Ratio	-0.08
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 Apr 21	₹10,000
30 Apr 22	₹12,527
30 Apr 23	₹13,362
30 Apr 24	₹20,483
30 Apr 25	₹23,451

Edelweiss Mid Cap 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 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 30 Apr 26

Duration	Returns
1 Month	11.9%
3 Month	0.9%
6 Month	-0.3%
1 Year	10.7%
3 Year	24.8%
5 Year	21%
10 Year
15 Year
Since launch	13.6%

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	1.46 Yr.
Trideep Bhattacharya	1 Oct 21	4.5 Yr.
Raj Koradia	1 Aug 24	1.66 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	27.89%
Industrials	14.27%
Consumer Cyclical	12.93%
Basic Materials	10.8%
Health Care	8.2%
Technology	5.82%
Consumer Defensive	4.86%
Communication Services	3.08%
Energy	2.82%
Real Estate	2.07%
Utility	1.47%

Asset Allocation

Asset Class	Value
Cash	5.79%
Equity	94.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹400 Cr	15,420,551 ↑ 4,260,828
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹328 Cr	1,372,945
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹325 Cr	4,417,032
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| 540611	2%	₹282 Cr	3,350,484 ↑ 507,903
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹275 Cr	3,454,648
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	2%	₹269 Cr	5,661,327
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| 532814	2%	₹264 Cr	3,120,547
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Jun 22 \| APLAPOLLO	2%	₹247 Cr	1,276,129 ↓ -10,399
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹247 Cr	918,671
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	2%	₹238 Cr	488,766

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 (₹11,898 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.80% (bottom quartile).
3Y return: 24.23% (lower mid).
1Y return: 11.30% (lower mid).
Alpha: 0.04 (lower mid).
Sharpe: -0.12 (lower mid).
Information ratio: 0.22 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Cummins India Ltd (~4.0%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (30 Apr 26)	₹1,416.19 ↓ -12.15 (-0.85 %)
Net Assets (Cr)	₹11,898 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	-0.12
Information Ratio	0.22
Alpha Ratio	0.04
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 Apr 21	₹10,000
30 Apr 22	₹12,156
30 Apr 23	₹12,874
30 Apr 24	₹20,088
30 Apr 25	₹22,174

Sundaram 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 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 30 Apr 26

Duration	Returns
1 Month	11.7%
3 Month	1.7%
6 Month	-1.5%
1 Year	11.3%
3 Year	24.2%
5 Year	19.8%
10 Year
15 Year
Since launch	23.2%

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	5.1 Yr.
Shalav Saket	31 Dec 25	0.25 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	19.57%
Industrials	17.16%
Consumer Cyclical	15.4%
Health Care	10.25%
Basic Materials	9.32%
Technology	7.53%
Consumer Defensive	6.07%
Real Estate	3.07%
Utility	2.99%
Communication Services	2.8%
Energy	1.77%

Asset Allocation

Asset Class	Value
Cash	4.07%
Equity	95.91%
Other	0.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	4%	₹482 Cr	1,070,000 ↓ -17,767
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹410 Cr	1,125,000 ↓ -36,757
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹329 Cr	11,498,475
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	3%	₹314 Cr	1,642,029 ↑ 40,290
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹270 Cr	10,399,688
Sundaram Liquid Dir Gr Investment Fund \| -	2%	₹256 Cr	1,053,586 ↑ 822,222
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	2%	₹254 Cr	945,165
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹253 Cr	6,735,835
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 531642	2%	₹250 Cr	3,395,879
Lupin Ltd (Healthcare) Equity, Since 31 Jan 23 \| 500257	2%	₹250 Cr	1,080,069 ↑ 30,000

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 (₹85,358 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.27% (upper mid).
3Y return: 23.63% (lower mid).
1Y return: 10.69% (bottom quartile).
Alpha: 1.20 (upper mid).
Sharpe: -0.04 (upper mid).
Information ratio: 0.39 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
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 (30 Apr 26)	₹196.732 ↓ -1.71 (-0.86 %)
Net Assets (Cr)	₹85,358 on 31 Mar 26
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	-0.04
Information Ratio	0.39
Alpha Ratio	1.2
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 Apr 21	₹10,000
30 Apr 22	₹12,293
30 Apr 23	₹13,879
30 Apr 24	₹21,797
30 Apr 25	₹23,692

HDFC Mid-Cap Opportunities 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 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 30 Apr 26

Duration	Returns
1 Month	9.1%
3 Month	-1.8%
6 Month	-2%
1 Year	10.7%
3 Year	23.6%
5 Year	21.3%
10 Year
15 Year
Since launch	17.1%

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	18.78 Yr.
Dhruv Muchhal	22 Jun 23	2.78 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	28.67%
Consumer Cyclical	16.45%
Health Care	13.6%
Industrials	9.76%
Technology	7.74%
Consumer Defensive	6.96%
Basic Materials	5.12%
Energy	2.58%
Communication Services	2.42%
Utility	0.93%

Asset Allocation

Asset Class	Value
Cash	5.77%
Equity	94.23%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	5%	₹4,677 Cr	25,792,853
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,833 Cr	127,825,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	4%	₹3,766 Cr	39,301,056
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	4%	₹3,650 Cr	36,854,482
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,185 Cr	13,361,745 ↑ 137,445
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹2,912 Cr	30,887,194 ↑ 2,499,854
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,751 Cr	17,994,512
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹2,738 Cr	12,815,305 ↑ 139,865
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| VMM	3%	₹2,513 Cr	213,395,832 ↑ 39,978,023
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,436 Cr	55,530,830

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 (₹55,676 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.89% (bottom quartile).
3Y return: 21.54% (bottom quartile).
1Y return: 13.91% (upper mid).
Alpha: 0.72 (lower mid).
Sharpe: -0.07 (upper mid).
Information ratio: -0.40 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding GE Vernova T&D India Ltd (~5.3%).

Below is the key information for Kotak Emerging Equity Scheme

Kotak Emerging Equity Scheme Growth
Launch Date	30 Mar 07
NAV (30 Apr 26)	₹137.581 ↓ -1.62 (-1.17 %)
Net Assets (Cr)	₹55,676 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	-0.07
Information Ratio	-0.4
Alpha Ratio	0.72
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
30 Apr 21	₹10,000
30 Apr 22	₹12,524
30 Apr 23	₹13,231
30 Apr 24	₹18,995
30 Apr 25	₹20,852

Kotak Emerging Equity Scheme 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 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 30 Apr 26

Duration	Returns
1 Month	12.8%
3 Month	4.2%
6 Month	-0.7%
1 Year	13.9%
3 Year	21.5%
5 Year	18.9%
10 Year
15 Year
Since launch	14.7%

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	2.19 Yr.

Data below for Kotak Emerging Equity Scheme as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	25.11%
Industrials	16.59%
Consumer Cyclical	14.68%
Health Care	13.46%
Basic Materials	11.97%
Technology	10.03%
Communication Services	2.01%
Real Estate	1.83%
Consumer Defensive	1.52%
Energy	1.36%

Asset Allocation

Asset Class	Value
Cash	0.58%
Equity	99.42%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Nov 24 \| 522275	5%	₹2,965 Cr	8,144,322
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532843	4%	₹2,211 Cr	27,809,880
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| 524494	3%	₹1,922 Cr	12,005,038
Mphasis Ltd (Technology) Equity, Since 31 Jan 24 \| 526299	3%	₹1,630 Cr	7,939,467 ↑ 168,372
KEI Industries Ltd (Industrials) Equity, Since 31 Oct 24 \| KEI	3%	₹1,480 Cr	3,665,060 ↑ 144,140
Indian Bank (Financial Services) Equity, Since 30 Jun 25 \| 532814	3%	₹1,475 Cr	17,438,497
Bharat Electronics Ltd (Industrials) Equity, Since 31 Dec 18 \| BEL	2%	₹1,346 Cr	33,587,745
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 20 \| JKCEMENT	2%	₹1,233 Cr	2,426,390
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Jul 11 \| SOLARINDS	2%	₹1,190 Cr	985,817
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Dec 24 \| VMM	2%	₹1,167 Cr	110,859,899

7. 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 (₹61,809 Cr).
Established history (15+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.36% (top quartile).
3Y return: 21.16% (bottom quartile).
1Y return: 10.36% (bottom quartile).
Alpha: 0.92 (upper mid).
Sharpe: -0.42 (bottom quartile).
Information ratio: -0.21 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding Multi Commodity Exchange of India Ltd (~2.1%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (30 Apr 26)	₹170.415 ↓ -0.94 (-0.55 %)
Net Assets (Cr)	₹61,809 on 31 Mar 26
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	-0.42
Information Ratio	-0.21
Alpha Ratio	0.92
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 Apr 21	₹10,000
30 Apr 22	₹13,940
30 Apr 23	₹15,417
30 Apr 24	₹24,830
30 Apr 25	₹24,849

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 30 Apr 26

Duration	Returns
1 Month	16.2%
3 Month	7%
6 Month	-0.4%
1 Year	10.4%
3 Year	21.2%
5 Year	22.4%
10 Year
15 Year
Since launch	19.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-4.7%
2023	26.1%
2022	48.9%
2021	6.5%
2020	74.3%
2019	29.2%
2018	-2.5%
2017	-16.7%
2016	63%
2015	5.6%

Fund Manager information for Nippon India Small Cap Fund

Name	Since	Tenure
Samir Rachh	2 Jan 17	9.25 Yr.
Kinjal Desai	25 May 18	7.86 Yr.
Amber Singhania	11 Mar 26	0.06 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	22.21%
Financial Services	15.35%
Consumer Cyclical	14.04%
Basic Materials	11.29%
Consumer Defensive	10.12%
Health Care	9.73%
Technology	7.12%
Utility	3.51%
Communication Services	1.04%
Real Estate	0.84%
Energy	0.78%

Asset Allocation

Asset Class	Value
Cash	3.97%
Equity	96.03%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	2%	₹1,278 Cr	5,350,645 ↓ -2,649,355
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,119 Cr	15,300,000
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| 590003	1%	₹923 Cr	31,907,252
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	1%	₹869 Cr	879,502
TD Power Systems Ltd (Industrials) Equity, Since 31 Dec 15 \| TDPOWERSYS	1%	₹830 Cr	9,753,276
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 22 \| 500103	1%	₹798 Cr	32,507,422 ↑ 3,000,000
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹784 Cr	8,000,000
Infosys Ltd (Technology) Equity, Since 28 Feb 26 \| INFY	1%	₹750 Cr	6,000,000 ↑ 4,000,000
Zydus Wellness Ltd (Consumer Defensive) Equity, Since 31 Aug 16 \| ZYDUSWELL	1%	₹731 Cr	17,144,089 ↑ 11,668
NLC India Ltd (Utilities) Equity, Since 31 Oct 22 \| 513683	1%	₹725 Cr	26,990,331

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।