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मिड कैप औरस्मॉल कैप फंड इक्विटी का एक प्रकार हैम्यूचुअल फंड जो उन कंपनियों के शेयरों में निवेश करता है जिनमें भविष्य के नेता बनने की क्षमता है। ये फंड लंबी अवधि में अपनी संभावित डिलीवरी के लिए जाने जाते हैं।मिड कैप फंड उन कंपनियों में निवेश करें जिनके पास एक हैमंडी पूंजीकरण (एमसी = कंपनी द्वारा जारी किए गए शेयरों की संख्या एक्स बाजार मूल्य प्रति शेयर) INR 500 करोड़ से INR 1000 करोड़ तक। और, स्मॉल कैप को आमतौर पर लगभग 500 करोड़ रुपये के मार्केट कैप वाली फर्मों के रूप में परिभाषित किया जाता है। हालांकि, मिड और स्मॉल कैप फंड में लार्ज कैप की तुलना में अधिक जोखिम होता है, ये कंपनियां, अगर अच्छी तरह से प्रबंधित की जाती हैं, तो लंबे समय में बड़ी कंपनियों में बदल सकती हैं। इन फंडों में निवेश करने की योजना बना रहे निवेशकों को सलाह दी जाती है कि वे के माध्यम से निवेश करेंसिप. एसआईपी या व्यवस्थितनिवेश योजना का सबसे प्रभावी तरीका हैनिवेश मेंइक्विटी फ़ंड. एक एसआईपी आमतौर पर मासिक या त्रैमासिक निवेश होता है जो पूर्व-निर्धारित तिथि पर स्वचालित रूप से होता है। अपनी निवेश प्रक्रिया के कारण, यह इक्विटी निवेश के नुकसान से बचा सकता है। निवेश को आदत बनाने के लिए एसआईपी भी एक बेहतरीन साधन है। तो, यहां के लिए सर्वश्रेष्ठ मिड और स्मॉल कैप फंड हैंएसआईपी निवेश 2022 - 2023 निवेश करने के लिए।
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एसआईपी वित्तीय वर्ष 22 - 23 के लिए सर्वश्रेष्ठ प्रदर्शन करने वाले मिड कैप और स्मॉल कैप फंड
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 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 (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 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 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 (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 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 Below is the key information for TATA Mid Cap Growth 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 (%) 2025 (%) Invesco India Mid Cap Fund Growth ₹176.79
↑ 1.05 ₹10,772 500 -1.1 -5.3 15.1 26.4 21.2 6.3 ICICI Prudential MidCap Fund Growth ₹323.33
↑ 2.07 ₹7,280 100 3.8 5.4 26.4 26.3 20.8 11.1 Edelweiss Mid Cap Fund Growth ₹101.705
↑ 0.50 ₹14,355 500 -1.1 -1 12.4 25.4 21 3.8 HDFC Mid-Cap Opportunities Fund Growth ₹197.221
↑ 0.62 ₹94,257 300 -2.5 -0.5 14 24.5 21.9 6.8 Sundaram Mid Cap Fund Growth ₹1,402.16
↑ 4.47 ₹13,235 100 -0.2 -0.8 12.8 24.4 19.8 4.1 Motilal Oswal Midcap 30 Fund Growth ₹92.3176
↑ 0.37 ₹33,689 500 -5.3 -12.2 2.5 22.6 23.8 -12.1 TATA Mid Cap Growth Fund Growth ₹439.884
↑ 2.24 ₹5,505 150 -1.2 0.9 12.9 21.8 17.6 5.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 26 Research Highlights & Commentary of 7 Funds showcased
Commentary Invesco India Mid Cap Fund ICICI Prudential MidCap Fund Edelweiss Mid Cap Fund HDFC Mid-Cap Opportunities Fund Sundaram Mid Cap Fund Motilal Oswal Midcap 30 Fund TATA Mid Cap Growth Fund Point 1 Lower mid AUM (₹10,772 Cr). Bottom quartile AUM (₹7,280 Cr). Upper mid AUM (₹14,355 Cr). Highest AUM (₹94,257 Cr). Lower mid AUM (₹13,235 Cr). Upper mid AUM (₹33,689 Cr). Bottom quartile AUM (₹5,505 Cr). Point 2 Established history (19+ yrs). Established history (21+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (23+ yrs). Established history (12+ yrs). Oldest track record among peers (31 yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Top rated. 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: 21.19% (upper mid). 5Y return: 20.77% (lower mid). 5Y return: 20.97% (lower mid). 5Y return: 21.92% (upper mid). 5Y return: 19.85% (bottom quartile). 5Y return: 23.78% (top quartile). 5Y return: 17.64% (bottom quartile). Point 6 3Y return: 26.37% (top quartile). 3Y return: 26.25% (upper mid). 3Y return: 25.36% (upper mid). 3Y return: 24.54% (lower mid). 3Y return: 24.40% (lower mid). 3Y return: 22.57% (bottom quartile). 3Y return: 21.80% (bottom quartile). Point 7 1Y return: 15.12% (upper mid). 1Y return: 26.42% (top quartile). 1Y return: 12.40% (bottom quartile). 1Y return: 14.02% (upper mid). 1Y return: 12.85% (lower mid). 1Y return: 2.50% (bottom quartile). 1Y return: 12.91% (lower mid). Point 8 Alpha: 0.00 (bottom quartile). Alpha: 7.09 (top quartile). Alpha: 1.12 (lower mid). Alpha: 3.83 (upper mid). Alpha: 2.64 (upper mid). Alpha: -20.09 (bottom quartile). Alpha: 2.00 (lower mid). Point 9 Sharpe: 1.21 (bottom quartile). Sharpe: 1.77 (top quartile). Sharpe: 1.33 (lower mid). Sharpe: 1.65 (upper mid). Sharpe: 1.49 (upper mid). Sharpe: -0.29 (bottom quartile). Sharpe: 1.43 (lower mid). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.34 (upper mid). Information ratio: 0.33 (upper mid). Information ratio: 0.45 (top quartile). Information ratio: 0.16 (lower mid). Information ratio: -0.36 (bottom quartile). Information ratio: -0.61 (bottom quartile). Invesco India Mid Cap Fund
ICICI Prudential MidCap Fund
Edelweiss Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
Sundaram Mid Cap Fund
Motilal Oswal Midcap 30 Fund
TATA Mid Cap Growth Fund
संपत्ति>= 500 करोड़ के आधार पर छाँटे गए3 सालसीएजीआर वापसी.1. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (16 Apr 26) ₹176.79 ↑ 1.05 (0.60 %) Net Assets (Cr) ₹10,772 on 28 Feb 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 1.21 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 16 Apr 26 Duration Returns 1 Month 8.3% 3 Month -1.1% 6 Month -5.3% 1 Year 15.1% 3 Year 26.4% 5 Year 21.2% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 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% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Data below for Invesco India Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (16 Apr 26) ₹323.33 ↑ 2.07 (0.64 %) Net Assets (Cr) ₹7,280 on 28 Feb 26 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 1.77 Information Ratio 0.34 Alpha Ratio 7.09 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 16 Apr 26 Duration Returns 1 Month 9.1% 3 Month 3.8% 6 Month 5.4% 1 Year 26.4% 3 Year 26.3% 5 Year 20.8% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.1% 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% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Data below for ICICI Prudential MidCap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (16 Apr 26) ₹101.705 ↑ 0.50 (0.50 %) Net Assets (Cr) ₹14,355 on 28 Feb 26 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio 1.33 Information Ratio 0.33 Alpha Ratio 1.12 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 16 Apr 26 Duration Returns 1 Month 6.7% 3 Month -1.1% 6 Month -1% 1 Year 12.4% 3 Year 25.4% 5 Year 21% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.8% 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% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Data below for Edelweiss Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (16 Apr 26) ₹197.221 ↑ 0.62 (0.32 %) Net Assets (Cr) ₹94,257 on 28 Feb 26 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 1.65 Information Ratio 0.45 Alpha Ratio 3.83 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 16 Apr 26 Duration Returns 1 Month 6.1% 3 Month -2.5% 6 Month -0.5% 1 Year 14% 3 Year 24.5% 5 Year 21.9% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.8% 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% Fund Manager information for HDFC Mid-Cap Opportunities Fund
Name Since Tenure Data below for HDFC Mid-Cap Opportunities Fund as on 28 Feb 26
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 (16 Apr 26) ₹1,402.16 ↑ 4.47 (0.32 %) Net Assets (Cr) ₹13,235 on 28 Feb 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 1.49 Information Ratio 0.16 Alpha Ratio 2.64 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 16 Apr 26 Duration Returns 1 Month 7.6% 3 Month -0.2% 6 Month -0.8% 1 Year 12.8% 3 Year 24.4% 5 Year 19.8% 10 Year 15 Year Since launch 23.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 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% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure Data below for Sundaram Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (16 Apr 26) ₹92.3176 ↑ 0.37 (0.40 %) Net Assets (Cr) ₹33,689 on 28 Feb 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.29 Information Ratio -0.36 Alpha Ratio -20.09 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 16 Apr 26 Duration Returns 1 Month 11.3% 3 Month -5.3% 6 Month -12.2% 1 Year 2.5% 3 Year 22.6% 5 Year 23.8% 10 Year 15 Year Since launch 20.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 -12.1% 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% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Data below for Motilal Oswal Midcap 30 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (16 Apr 26) ₹439.884 ↑ 2.24 (0.51 %) Net Assets (Cr) ₹5,505 on 28 Feb 26 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 1.43 Information Ratio -0.61 Alpha Ratio 2 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 Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 26 Duration Returns 1 Month 6.8% 3 Month -1.2% 6 Month 0.9% 1 Year 12.9% 3 Year 21.8% 5 Year 17.6% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.8% 2024 22.7% 2023 40.5% 2022 0.6% 2021 40% 2020 24.3% 2019 6.5% 2018 -13% 2017 49.8% 2016 -2.2% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Data below for TATA Mid Cap Growth Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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Research Highlights for Invesco India Mid Cap Fund