SIP ઇન્વેસ્ટમેન્ટ 2022 માટે 7 શ્રેષ્ઠ મિડ અને સ્મોલ કેપ ફંડ્સ

Updated on February 15, 2026 , 44907 views

મિડ કેપ અનેસ્મોલ કેપ ફંડ્સ ઇક્વિટીનો એક પ્રકાર છેમ્યુચ્યુઅલ ફંડ જે કંપનીઓના શેરોમાં રોકાણ કરે છે કે જેઓ ભાવિ લીડર બનવાની ક્ષમતા ધરાવે છે. આ ફંડ્સ લાંબા ગાળાના સમયગાળામાં તેમની સંભવિત ડિલિવરી માટે જાણીતા છે.મિડ કેપ ફંડ્સ એબજાર INR 500 Cr થી INR 1000 Cr નું મૂડીકરણ (MC = કંપની X બજાર ભાવ પ્રતિ શેર દ્વારા જારી કરાયેલ શેરની સંખ્યા). અને, સ્મોલ કેપ્સને સામાન્ય રીતે આશરે INR 500 કરોડની માર્કેટ કેપ ધરાવતી કંપનીઓ તરીકે વ્યાખ્યાયિત કરવામાં આવે છે. જો કે, મિડ અને સ્મોલ કેપ ફંડ્સ લાર્જ કેપ કરતાં વધુ જોખમ ધરાવે છે, જો આ કંપનીઓ સારી રીતે સંચાલિત થાય તો લાંબા ગાળે મોટી કંપનીઓમાં ફેરવાઈ શકે છે. આ ફંડ્સમાં રોકાણ કરવાની યોજના ઘડી રહેલા રોકાણકારોને એ દ્વારા રોકાણ કરવાની સલાહ આપવામાં આવે છેSIP. SIP અથવા વ્યવસ્થિતરોકાણ યોજના ની સૌથી અસરકારક રીત છેરોકાણ માંઇક્વિટી ફંડ્સ. SIP એ સામાન્ય રીતે માસિક અથવા ત્રિમાસિક રોકાણ છે જે પૂર્વ-નિર્ધારિત તારીખે આપમેળે થાય છે. તેની રોકાણ પ્રક્રિયાને લીધે, તે ઇક્વિટી રોકાણોની મુશ્કેલીઓથી બચાવી શકે છે. રોકાણને આદત બનાવવા માટે SIP એ એક શ્રેષ્ઠ સાધન છે. તેથી, અહીં શ્રેષ્ઠ મિડ અને સ્મોલ કેપ ફંડ્સ છેSIP રોકાણ 2022 - 2023 રોકાણ કરવું.

Ready to Invest?
Talk to our investment specialist

SIP FY 22 - 23 માટે શ્રેષ્ઠ પ્રદર્શન કરતા મિડ કેપ અને સ્મોલ કેપ ફંડ્સ

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	₹182.14 ↑ 0.42	₹10,296	500	-2.4	1.5	24.8	27.5	21	6.3
HDFC Mid-Cap Opportunities Fund Growth	₹204.504 ↑ 1.34	₹92,642	300	-0.2	7	21.6	26.1	23	6.8
Edelweiss Mid Cap Fund Growth	₹103.469 ↑ 0.22	₹13,650	500	-1.3	4.1	20.7	25.8	21.3	3.8
Sundaram Mid Cap Fund Growth	₹1,439.04 ↑ 7.51	₹13,293	100	-0.5	5.2	21.8	25.3	20	4.1
ICICI Prudential MidCap Fund Growth	₹317.72 ↓ -0.12	₹7,132	100	1.2	8.4	27.7	24.9	20.3	11.1
Motilal Oswal Midcap 30 Fund Growth	₹93.1965 ↓ 0.00	₹36,880	500	-10.2	-8.4	1.6	23	23.4	-12.1
TATA Mid Cap Growth Fund Growth	₹449.155 ↑ 2.63	₹5,497	150	-0.3	6.2	20	22.4	18.4	5.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Invesco India Mid Cap Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund	Sundaram Mid Cap Fund	ICICI Prudential MidCap Fund	Motilal Oswal Midcap 30 Fund	TATA Mid Cap Growth Fund
Point 1	Lower mid AUM (₹10,296 Cr).	Highest AUM (₹92,642 Cr).	Upper mid AUM (₹13,650 Cr).	Lower mid AUM (₹13,293 Cr).	Bottom quartile AUM (₹7,132 Cr).	Upper mid AUM (₹36,880 Cr).	Bottom quartile AUM (₹5,497 Cr).
Point 2	Established history (18+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).	Established history (23+ yrs).	Established history (21+ yrs).	Established history (11+ yrs).	Oldest track record among peers (31 yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).
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: 21.05% (lower mid).	5Y return: 22.98% (upper mid).	5Y return: 21.33% (upper mid).	5Y return: 19.98% (bottom quartile).	5Y return: 20.30% (lower mid).	5Y return: 23.38% (top quartile).	5Y return: 18.43% (bottom quartile).
Point 6	3Y return: 27.45% (top quartile).	3Y return: 26.12% (upper mid).	3Y return: 25.79% (upper mid).	3Y return: 25.32% (lower mid).	3Y return: 24.86% (lower mid).	3Y return: 22.99% (bottom quartile).	3Y return: 22.45% (bottom quartile).
Point 7	1Y return: 24.78% (upper mid).	1Y return: 21.56% (lower mid).	1Y return: 20.71% (lower mid).	1Y return: 21.81% (upper mid).	1Y return: 27.70% (top quartile).	1Y return: 1.62% (bottom quartile).	1Y return: 20.05% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.63 (upper mid).	Alpha: -1.98 (bottom quartile).	Alpha: -1.77 (lower mid).	Alpha: 4.76 (top quartile).	Alpha: -18.12 (bottom quartile).	Alpha: -0.26 (lower mid).
Point 9	Sharpe: 0.11 (upper mid).	Sharpe: 0.12 (upper mid).	Sharpe: -0.02 (bottom quartile).	Sharpe: -0.01 (lower mid).	Sharpe: 0.33 (top quartile).	Sharpe: -0.79 (bottom quartile).	Sharpe: 0.07 (lower mid).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.44 (top quartile).	Information ratio: 0.40 (upper mid).	Information ratio: 0.13 (upper mid).	Information ratio: -0.16 (bottom quartile).	Information ratio: 0.10 (lower mid).	Information ratio: -0.48 (bottom quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹10,296 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.05% (lower mid).
3Y return: 27.45% (top quartile).
1Y return: 24.78% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.11 (upper mid).
Information ratio: 0.00 (lower mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹92,642 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.98% (upper mid).
3Y return: 26.12% (upper mid).
1Y return: 21.56% (lower mid).
Alpha: 0.63 (upper mid).
Sharpe: 0.12 (upper mid).
Information ratio: 0.44 (top quartile).

Edelweiss Mid Cap Fund

Upper mid AUM (₹13,650 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.33% (upper mid).
3Y return: 25.79% (upper mid).
1Y return: 20.71% (lower mid).
Alpha: -1.98 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: 0.40 (upper mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹13,293 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.98% (bottom quartile).
3Y return: 25.32% (lower mid).
1Y return: 21.81% (upper mid).
Alpha: -1.77 (lower mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.13 (upper mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,132 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.30% (lower mid).
3Y return: 24.86% (lower mid).
1Y return: 27.70% (top quartile).
Alpha: 4.76 (top quartile).
Sharpe: 0.33 (top quartile).
Information ratio: -0.16 (bottom quartile).

Motilal Oswal Midcap 30 Fund

Upper mid AUM (₹36,880 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.38% (top quartile).
3Y return: 22.99% (bottom quartile).
1Y return: 1.62% (bottom quartile).
Alpha: -18.12 (bottom quartile).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.10 (lower mid).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,497 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.43% (bottom quartile).
3Y return: 22.45% (bottom quartile).
1Y return: 20.05% (bottom quartile).
Alpha: -0.26 (lower mid).
Sharpe: 0.07 (lower mid).
Information ratio: -0.48 (bottom quartile).

*આધારિત ભંડોળની યાદીસંપત્તિ >= 500 કરોડ & ના આધારે સોર્ટ કરેલ3 વર્ષCAGR પરત.

1. 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 (₹10,296 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.05% (lower mid).
3Y return: 27.45% (top quartile).
1Y return: 24.78% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.11 (upper mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding The Federal Bank Ltd (~6.4%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (17 Feb 26)	₹182.14 ↑ 0.42 (0.23 %)
Net Assets (Cr)	₹10,296 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.11
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 Jan 21	₹10,000
31 Jan 22	₹13,952
31 Jan 23	₹13,908
31 Jan 24	₹20,016
31 Jan 25	₹24,576
31 Jan 26	₹27,323

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 17 Feb 26

Duration	Returns
1 Month	1.9%
3 Month	-2.4%
6 Month	1.5%
1 Year	24.8%
3 Year	27.5%
5 Year	21%
10 Year
15 Year
Since launch	16.7%

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	2.23 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	37.67%
Health Care	18.22%
Consumer Cyclical	17.32%
Real Estate	8.45%
Industrials	7.73%
Technology	6.17%
Basic Materials	4.07%

Asset Allocation

Asset Class	Value
Cash	0.38%
Equity	99.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹642 Cr	22,304,132
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| AUBANK	6%	₹583 Cr	5,936,790
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	5%	₹519 Cr	3,554,407 ↑ 1,102,592
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	5%	₹483 Cr	16,854,973
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹462 Cr	14,930,446 ↑ 1,225,171
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	5%	₹457 Cr	4,774,196 ↑ 2,035,435
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹425 Cr	1,519,233
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	4%	₹398 Cr	2,468,180 ↑ 45,313
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| GLENMARK	4%	₹376 Cr	1,864,031
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹374 Cr	814,012

2. 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 (₹92,642 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.98% (upper mid).
3Y return: 26.12% (upper mid).
1Y return: 21.56% (lower mid).
Alpha: 0.63 (upper mid).
Sharpe: 0.12 (upper mid).
Information ratio: 0.44 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Max Financial Services Ltd (~4.5%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (17 Feb 26)	₹204.504 ↑ 1.34 (0.66 %)
Net Assets (Cr)	₹92,642 on 31 Dec 25
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.12
Information Ratio	0.44
Alpha Ratio	0.63
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 Jan 21	₹10,000
31 Jan 22	₹14,198
31 Jan 23	₹15,668
31 Jan 24	₹23,837
31 Jan 25	₹27,373
31 Jan 26	₹30,843

HDFC Mid-Cap Opportunities 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 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 17 Feb 26

Duration	Returns
1 Month	1.1%
3 Month	-0.2%
6 Month	7%
1 Year	21.6%
3 Year	26.1%
5 Year	23%
10 Year
15 Year
Since launch	17.6%

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	18.62 Yr.
Dhruv Muchhal	22 Jun 23	2.61 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	28.17%
Consumer Cyclical	16.14%
Health Care	12.84%
Technology	9.69%
Industrials	9.41%
Consumer Defensive	6.78%
Basic Materials	5.03%
Energy	2.57%
Communication Services	2.43%
Utility	0.99%

Asset Allocation

Asset Class	Value
Cash	5.95%
Equity	94.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	5%	₹4,162 Cr	25,792,853
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	4%	₹3,861 Cr	39,301,056 ↑ 100,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,678 Cr	127,825,000
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	4%	₹3,360 Cr	36,854,482
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,049 Cr	13,224,300
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,647 Cr	17,994,512 ↑ 74,143
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,583 Cr	15,620,600
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹2,555 Cr	12,675,440 ↑ 39,362
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹2,417 Cr	28,387,340 ↑ 553,296
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,371 Cr	55,530,830

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 (₹13,650 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.33% (upper mid).
3Y return: 25.79% (upper mid).
1Y return: 20.71% (lower mid).
Alpha: -1.98 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: 0.40 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Persistent Systems Ltd (~2.7%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (17 Feb 26)	₹103.469 ↑ 0.22 (0.21 %)
Net Assets (Cr)	₹13,650 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.02
Information Ratio	0.4
Alpha Ratio	-1.98
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 Jan 21	₹10,000
31 Jan 22	₹14,507
31 Jan 23	₹14,791
31 Jan 24	₹21,862
31 Jan 25	₹26,654
31 Jan 26	₹29,488

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 17 Feb 26

Duration	Returns
1 Month	0.6%
3 Month	-1.3%
6 Month	4.1%
1 Year	20.7%
3 Year	25.8%
5 Year	21.3%
10 Year
15 Year
Since launch	13.7%

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	1.3 Yr.
Trideep Bhattacharya	1 Oct 21	4.34 Yr.
Raj Koradia	1 Aug 24	1.5 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	30.09%
Consumer Cyclical	12.97%
Industrials	12.77%
Basic Materials	11%
Technology	8.08%
Health Care	7.98%
Consumer Defensive	4.48%
Communication Services	3.34%
Energy	3.04%
Real Estate	2.37%
Utility	0.62%

Asset Allocation

Asset Class	Value
Cash	3.26%
Equity	96.73%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹376 Cr	623,702 ↓ -13,586
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹347 Cr	1,372,945
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹335 Cr	2,027,488 ↑ 32,339
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹326 Cr	1,165,394 ↑ 19,492
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	2%	₹322 Cr	4,417,032 ↑ 72,165
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹321 Cr	11,159,723 ↑ 188,884
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹294 Cr	3,454,648 ↑ 817,962
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| INDIANB	2%	₹285 Cr	3,120,547 ↑ 61,392
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| IDFCFIRSTB	2%	₹278 Cr	33,269,009 ↑ 644,561
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	2%	₹275 Cr	5,394,502 ↑ 1,987,762

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 (₹13,293 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.98% (bottom quartile).
3Y return: 25.32% (lower mid).
1Y return: 21.81% (upper mid).
Alpha: -1.77 (lower mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.13 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Cummins India Ltd (~3.6%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (17 Feb 26)	₹1,439.04 ↑ 7.51 (0.52 %)
Net Assets (Cr)	₹13,293 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	-0.01
Information Ratio	0.13
Alpha Ratio	-1.77
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 Jan 21	₹10,000
31 Jan 22	₹13,529
31 Jan 23	₹13,961
31 Jan 24	₹20,735
31 Jan 25	₹24,515
31 Jan 26	₹26,871

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 17 Feb 26

Duration	Returns
1 Month	2.4%
3 Month	-0.5%
6 Month	5.2%
1 Year	21.8%
3 Year	25.3%
5 Year	20%
10 Year
15 Year
Since launch	23.5%

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	4.94 Yr.
Ratish Varier	24 Feb 21	4.94 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	22.57%
Consumer Cyclical	15.22%
Industrials	15.04%
Health Care	9.97%
Basic Materials	9.96%
Technology	6.31%
Consumer Defensive	6.15%
Real Estate	3.7%
Utility	2.69%
Communication Services	2.55%
Energy	2.07%

Asset Allocation

Asset Class	Value
Cash	3.76%
Equity	96.23%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	4%	₹460 Cr	1,119,311 ↓ -37,710
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹432 Cr	11,511,504 ↓ -32,528
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹385 Cr	1,191,355 ↑ 32,779
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	3%	₹366 Cr	1,601,739 ↓ -128,283
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹317 Cr	37,978,844
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹305 Cr	10,582,426 ↓ -1,283,544
Jindal Steel Ltd (Basic Materials) Equity, Since 30 Nov 20 \| JINDALSTEL	2%	₹269 Cr	2,380,218
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Oct 21 \| HINDPETRO	2%	₹267 Cr	6,264,200 ↑ 119,818
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	2%	₹264 Cr	945,165
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| INDIANB	2%	₹261 Cr	2,859,289 ↓ -150,834

5. 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 (₹7,132 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.30% (lower mid).
3Y return: 24.86% (lower mid).
1Y return: 27.70% (top quartile).
Alpha: 4.76 (top quartile).
Sharpe: 0.33 (top quartile).
Information ratio: -0.16 (bottom quartile).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Muthoot Finance Ltd (~4.5%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (17 Feb 26)	₹317.72 ↓ -0.12 (-0.04 %)
Net Assets (Cr)	₹7,132 on 31 Dec 25
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.33
Information Ratio	-0.16
Alpha Ratio	4.76
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 Jan 21	₹10,000
31 Jan 22	₹14,449
31 Jan 23	₹14,706
31 Jan 24	₹20,911
31 Jan 25	₹23,700
31 Jan 26	₹27,225

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 17 Feb 26

Duration	Returns
1 Month	2%
3 Month	1.2%
6 Month	8.4%
1 Year	27.7%
3 Year	24.9%
5 Year	20.3%
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	3.59 Yr.
Sharmila D’mello	31 Jul 22	3.51 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Basic Materials	28.43%
Financial Services	22.54%
Industrials	21.17%
Consumer Cyclical	11.64%
Communication Services	6.93%
Real Estate	5.62%
Health Care	1.62%
Technology	0.34%
Utility	0.15%

Asset Allocation

Asset Class	Value
Cash	1.55%
Equity	98.45%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| MUTHOOTFIN	5%	₹316 Cr	824,501
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| JINDALSTEL	5%	₹315 Cr	2,786,470
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	4%	₹313 Cr	1,239,860
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹292 Cr	1,425,196
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹283 Cr	1,011,840
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	4%	₹256 Cr	3,106,731
UPL Ltd (Basic Materials) Equity, Since 31 Oct 22 \| UPL	4%	₹244 Cr	3,465,469
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹217 Cr	1,308,585
Vedanta Ltd (Basic Materials) Equity, Since 31 Aug 24 \| VEDL	3%	₹213 Cr	3,128,459
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	3%	₹213 Cr	1,376,584

6. Motilal Oswal Midcap 30 Fund

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Midcap 30 Fund

Upper mid AUM (₹36,880 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.38% (top quartile).
3Y return: 22.99% (bottom quartile).
1Y return: 1.62% (bottom quartile).
Alpha: -18.12 (bottom quartile).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.10 (lower mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Persistent Systems Ltd (~9.8%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (17 Feb 26)	₹93.1965 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹36,880 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.79
Information Ratio	0.1
Alpha Ratio	-18.12
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 Jan 21	₹10,000
31 Jan 22	₹15,611
31 Jan 23	₹17,167
31 Jan 24	₹25,382
31 Jan 25	₹32,939
31 Jan 26	₹31,530

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Motilal Oswal Midcap 30 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26

Duration	Returns
1 Month	-4.4%
3 Month	-10.2%
6 Month	-8.4%
1 Year	1.6%
3 Year	23%
5 Year	23.4%
10 Year
15 Year
Since launch	20.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-12.1%
2023	57.1%
2022	41.7%
2021	10.7%
2020	55.8%
2019	9.3%
2018	9.7%
2017	-12.7%
2016	30.8%
2015	5.2%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.03 Yr.
Swapnil Mayekar	18 Nov 25	0.2 Yr.
Ajay Khandelwal	1 Oct 24	1.33 Yr.
Ankit Agarwal	21 Jan 26	0.03 Yr.
Rakesh Shetty	22 Nov 22	3.19 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Technology	32.1%
Financial Services	19.54%
Consumer Cyclical	13.52%
Industrials	9.23%
Communication Services	8.81%
Real Estate	2.56%
Health Care	0.83%

Asset Allocation

Asset Class	Value
Cash	6.54%
Equity	93.46%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	10%	₹3,391 Cr	5,618,243 ↓ -351,597
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹3,308 Cr	20,000,000 ↑ 250,000
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	8%	₹2,650 Cr	23,299,158 ↑ 798,031
Nifty February 2026 Future - \| -	7%	₹2,450 Cr	964,015 ↑ 964,015
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	7%	₹2,359 Cr	86,225,827 ↑ 9,724,827
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	6%	₹2,220 Cr	61,385,972 ↑ 1,342,732
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 25 \| BHARTIARTL	5%	₹1,874 Cr	9,517,664
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	5%	₹1,747 Cr	51,423,983 ↑ 3,923,983
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	5%	₹1,642 Cr	4,084,550 ↑ 84,550
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	5%	₹1,565 Cr	1,497,807 ↓ -602,193

7. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

Research Highlights for TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,497 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.43% (bottom quartile).
3Y return: 22.45% (bottom quartile).
1Y return: 20.05% (bottom quartile).
Alpha: -0.26 (lower mid).
Sharpe: 0.07 (lower mid).
Information ratio: -0.48 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding ICICI BANK LTD.^ (~3.6%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (17 Feb 26)	₹449.155 ↑ 2.63 (0.59 %)
Net Assets (Cr)	₹5,497 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.07
Information Ratio	-0.48
Alpha Ratio	-0.26
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹13,997
31 Jan 23	₹13,873
31 Jan 24	₹20,829
31 Jan 25	₹23,209
31 Jan 26	₹25,114

TATA Mid Cap Growth 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 TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26

Duration	Returns
1 Month	0.8%
3 Month	-0.3%
6 Month	6.2%
1 Year	20%
3 Year	22.4%
5 Year	18.4%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.8%
2023	22.7%
2022	40.5%
2021	0.6%
2020	40%
2019	24.3%
2018	6.5%
2017	-13%
2016	49.8%
2015	-2.2%

Fund Manager information for TATA Mid Cap Growth Fund

Name	Since	Tenure
Satish Mishra	9 Mar 21	4.9 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	20.56%
Industrials	13.8%
Consumer Cyclical	13.44%
Health Care	13.13%
Basic Materials	11.35%
Technology	6.64%
Consumer Defensive	3.82%
Communication Services	3.47%
Real Estate	2.33%
Utility	1.71%
Energy	1.43%

Asset Allocation

Asset Class	Value
Cash	4.74%
Equity	95.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI BANK LTD.^ Derivatives, Since 31 Jan 26 \| -	4%	₹191 Cr	1,400,000 ↑ 1,400,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 18 \| FEDERALBNK	3%	₹173 Cr	6,000,000
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| INDIANB	3%	₹167 Cr	1,835,455
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	3%	₹162 Cr	2,300,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| AUBANK	3%	₹147 Cr	1,500,000
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	2%	₹121 Cr	750,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 May 25 \| GLENMARK	2%	₹121 Cr	600,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| UNOMINDA	2%	₹118 Cr	1,001,126
L&T Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| LTF	2%	₹115 Cr	4,000,000
Mankind Pharma Ltd (Healthcare) Equity, Since 31 Dec 25 \| MANKIND	2%	₹112 Cr	527,866 ↑ 27,866

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.