সেরা ছোট ও মিডক্যাপ ইক্যুইটি মিউচুয়াল ফান্ড 2022

Updated on July 20, 2026 , 3651 views

মিড এবং ছোট ক্যাপযৌথ পুঁজি দীর্ঘমেয়াদে ভাল মুনাফা প্রদানের সম্ভাবনার কারণে এটি একটি সুপরিচিত পরিকল্পনা। এই তহবিলগুলি দীর্ঘমেয়াদী বিনিয়োগ লক্ষ্যগুলির জন্য সেরা সম্পদ তৈরির সরঞ্জামগুলির মধ্যে একটি হিসাবে বিবেচিত হয়। বিনিয়োগকারীরা তাদের বিভিন্ন লক্ষ্য যেমন পরিকল্পনা করতে পারেনঅবসর পরিকল্পনা, একটি শিশুর উচ্চ শিক্ষা বা বাড়ি/গাড়ি কেনা ইত্যাদি। মধ্য এবংছোট ক্যাপ তহবিল এক ধরনের মিউচুয়াল ফান্ড যা মধ্য থেকে ছোট আকারের কোম্পানির স্টকগুলিতে বিনিয়োগ করে।

এই তহবিলগুলি সাধারণত একটি সহ সংস্থা হিসাবে সংজ্ঞায়িত করা হয়বাজার মূলধন (MC=কোম্পানি দ্বারা জারি করা শেয়ারের সংখ্যা X বাজার মূল্য প্রতি শেয়ার) INR 1000- 500 কোটি। ঐতিহ্যগতভাবে, মিড-ক্যাপগুলি হল মাঝারি আকারের কোম্পানি, যেগুলি যদি ভালভাবে পরিচালিত হয় এবং একটি ভাল ব্যবসায়িক কৌশল থাকলে আগামীকালের নেতা বা বড়-ক্যাপ হয়ে ওঠে। আসলে,মিড-ক্যাপ কম সুদের হার, কম ইনপুট খরচ, এবং উন্নতির কারণে 2015 সালে স্টকগুলি বড় ক্যাপ এবং ছোট ক্যাপ উভয় স্টককে ছাড়িয়ে গেছেমূলধন হ্রাস BSE মিড-ক্যাপ এবং BSE ছোট-ক্যাপ সূচক যথাক্রমে 7.43% এবং 6.76% বেড়েছে, যেখানে একই সময়ের মধ্যে BSE সেনসেক্স 5.03% কমেছে।

বিনিয়োগকারীরা যারা মিড এবং স্মল ক্যাপ ফান্ডে বিনিয়োগ করতে আগ্রহী, নীচে 2500 কোটির বেশি AUM আকারের শীর্ষ পারফর্মিং ফান্ড রয়েছে৷

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2022 সালে বিনিয়োগের জন্য সেরা 6টি সেরা ছোট ও মিডক্যাপ ফান্ড

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
BNP Paribas Mid Cap Fund Growth	₹111.27 ↓ -1.07	₹2,513	3.8	9.5	9.7	18.4	15.1	2.5
Sundaram Small Cap Fund Growth	₹285.209 ↓ -3.89	₹3,872	6.5	14.8	7.2	17.2	16.1	0.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jul 26

Research Highlights & Commentary of 2 Funds showcased

Commentary	BNP Paribas Mid Cap Fund	Sundaram Small Cap Fund
Point 1	Bottom quartile AUM (₹2,513 Cr).	Highest AUM (₹3,872 Cr).
Point 2	Established history (20+ yrs).	Oldest track record among peers (21 yrs).
Point 3	Top rated.	Rating: 3★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: Moderately High.
Point 5	5Y return: 15.12% (bottom quartile).	5Y return: 16.12% (upper mid).
Point 6	3Y return: 18.37% (upper mid).	3Y return: 17.19% (bottom quartile).
Point 7	1Y return: 9.67% (upper mid).	1Y return: 7.23% (bottom quartile).
Point 8	Alpha: 3.32 (bottom quartile).	Alpha: 8.89 (upper mid).
Point 9	Sharpe: 0.22 (bottom quartile).	Sharpe: 0.25 (upper mid).
Point 10	Information ratio: -0.21 (bottom quartile).	Information ratio: -0.17 (upper mid).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,513 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: High.
5Y return: 15.12% (bottom quartile).
3Y return: 18.37% (upper mid).
1Y return: 9.67% (upper mid).
Alpha: 3.32 (bottom quartile).
Sharpe: 0.22 (bottom quartile).
Information ratio: -0.21 (bottom quartile).

Sundaram Small Cap Fund

Highest AUM (₹3,872 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.12% (upper mid).
3Y return: 17.19% (bottom quartile).
1Y return: 7.23% (bottom quartile).
Alpha: 8.89 (upper mid).
Sharpe: 0.25 (upper mid).
Information ratio: -0.17 (upper mid).

*তহবিলের উপরের তালিকায় 2,500 কোটির বেশি নেট সম্পদ রয়েছে। সাজানো হয়েছেশেষ 3 বছরের রিটার্ন.

1. 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 (₹2,513 Cr).
Established history (20+ yrs).
Top rated.
Risk profile: High.
5Y return: 15.12% (bottom quartile).
3Y return: 18.37% (upper mid).
1Y return: 9.67% (upper mid).
Alpha: 3.32 (bottom quartile).
Sharpe: 0.22 (bottom quartile).
Information ratio: -0.21 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding GE Vernova T&D India Ltd (~3.7%).

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund Growth
Launch Date	2 May 06
NAV (22 Jul 26)	₹111.27 ↓ -1.07 (-0.96 %)
Net Assets (Cr)	₹2,513 on 30 Jun 26
Category	Equity - Mid Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	0.22
Information Ratio	-0.21
Alpha Ratio	3.32
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
30 Jun 21	₹10,000
30 Jun 22	₹9,871
30 Jun 23	₹12,323
30 Jun 24	₹18,874
30 Jun 25	₹19,294
30 Jun 26	₹20,879

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 22 Jul 26

Duration	Returns
1 Month	-0.4%
3 Month	3.8%
6 Month	9.5%
1 Year	9.7%
3 Year	18.4%
5 Year	15.1%
10 Year
15 Year
Since launch	12.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	2.5%
2024	28.5%
2023	32.6%
2022	4.7%
2021	41.5%
2020	23.1%
2019	5.2%
2018	-17.5%
2017	49%
2016	-1.2%

Fund Manager information for BNP Paribas Mid Cap Fund

Name	Since	Tenure
Rohan Korde	1 May 26	0.17 Yr.
Himanshu Singh	21 Oct 24	1.69 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	24.69%
Industrials	17.63%
Consumer Cyclical	15.09%
Basic Materials	12.07%
Health Care	11.9%
Technology	6.14%
Real Estate	2.44%
Consumer Defensive	2.19%
Energy	1.92%
Utility	1.91%
Communication Services	1.12%

Asset Allocation

Asset Class	Value
Cash	2.87%
Equity	97.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	4%	₹90 Cr	175,000 ↓ -50,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Jan 24 \| BHEL	3%	₹83 Cr	2,000,000
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 31 Dec 22 \| POWERINDIA	3%	₹81 Cr	21,105 ↓ -2,350
BSE Ltd (Financial Services) Equity, Since 30 Nov 25 \| BSE	3%	₹70 Cr	168,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Apr 23 \| NAVINFLUOR	3%	₹65 Cr	90,608 ↓ -5,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| INDIANB	3%	₹62 Cr	740,000
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 23 \| 543390	2%	₹59 Cr	348,500 ↑ 33,500
The Federal Bank Ltd (Financial Services) Equity, Since 31 Jul 16 \| FEDERALBNK	2%	₹58 Cr	2,000,000
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 31 Oct 25 \| 543349	2%	₹53 Cr	170,466
National Aluminium Co Ltd (Basic Materials) Equity, Since 30 Apr 24 \| NATIONALUM	2%	₹51 Cr	1,200,000

2. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Research Highlights for Sundaram Small Cap Fund

Highest AUM (₹3,872 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.12% (upper mid).
3Y return: 17.19% (bottom quartile).
1Y return: 7.23% (bottom quartile).
Alpha: 8.89 (upper mid).
Sharpe: 0.25 (upper mid).
Information ratio: -0.17 (upper mid).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding MTAR Technologies Ltd (~5.7%).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund Growth
Launch Date	15 Feb 05
NAV (22 Jul 26)	₹285.209 ↓ -3.89 (-1.34 %)
Net Assets (Cr)	₹3,872 on 30 Jun 26
Category	Equity - Small Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.94
Sharpe Ratio	0.25
Information Ratio	-0.17
Alpha Ratio	8.89
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	₹10,058
30 Jun 23	₹13,324
30 Jun 24	₹19,270
30 Jun 25	₹20,299
30 Jun 26	₹22,202

Sundaram Small Cap Fund 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 Sundaram 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 22 Jul 26

Duration	Returns
1 Month	-1.1%
3 Month	6.5%
6 Month	14.8%
1 Year	7.2%
3 Year	17.2%
5 Year	16.1%
10 Year
15 Year
Since launch	16.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	0.4%
2024	19.1%
2023	45.3%
2022	-2.1%
2021	60.3%
2020	26.2%
2019	-6.1%
2018	-29.2%
2017	55.6%
2016	-0.1%

Fund Manager information for Sundaram Small Cap Fund

Name	Since	Tenure
Rohit Seksaria	1 Nov 22	3.67 Yr.
Shalav Saket	20 Mar 26	0.28 Yr.

Data below for Sundaram Small Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	20.24%
Financial Services	20.17%
Industrials	20.05%
Health Care	11.76%
Basic Materials	8.17%
Technology	4.19%
Communication Services	4.18%
Consumer Defensive	2.39%
Real Estate	1.81%
Utility	1.2%

Asset Allocation

Asset Class	Value
Cash	4.97%
Equity	94.17%
Debt	0.85%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
MTAR Technologies Ltd (Industrials) Equity, Since 31 Dec 24 \| MTARTECH	6%	₹209 Cr	264,884 ↓ -25,000
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	3%	₹122 Cr	1,681,362
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| SJS	3%	₹122 Cr	577,256
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| RATEGAIN	3%	₹115 Cr	1,534,556
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	3%	₹99 Cr	957,209
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	3%	₹96 Cr	105,565 ↓ -974
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| ETERNAL	2%	₹91 Cr	3,614,474 ↑ 152,705
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	2%	₹89 Cr	606,603 ↑ 12,325
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jul 24 \| EIDPARRY	2%	₹79 Cr	1,045,263
DCB Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| DCBBANK	2%	₹78 Cr	4,443,809

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।