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SIP इन्वेस्टमेंट 2022 के लिए 7 बेस्ट मिड एंड स्मॉल कैप फंड्स

Updated on August 31, 2025 , 44456 views

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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹104.408
↓ -0.18
₹33,609 500 4.817.71.628.333.457.1
Invesco India Mid Cap Fund Growth ₹179.07
↓ -0.61
₹7,802 500 5.426.89.326.927.643.1
HDFC Mid-Cap Opportunities Fund Growth ₹192.59
↑ 0.44
₹83,847 300 1.818.51.525.128.628.6
Edelweiss Mid Cap Fund Growth ₹100.261
↑ 0.11
₹11,027 500 2.120.90.923.628.838.9
HDFC Small Cap Fund Growth ₹142.308
↑ 1.23
₹36,353 300 5.225.10.223.430.420.4
Nippon India Small Cap Fund Growth ₹167.443
↑ 0.56
₹65,922 100 0.520-6.722.932.326.1
Franklin India Smaller Companies Fund Growth ₹168.29
↑ 0.73
₹13,825 500 -217.5-9.322.629.123.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 25

Research Highlights & Commentary of 7 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Invesco India Mid Cap FundHDFC Mid-Cap Opportunities FundEdelweiss Mid Cap FundHDFC Small Cap FundNippon India Small Cap FundFranklin India Smaller Companies Fund
Point 1Lower mid AUM (₹33,609 Cr).Bottom quartile AUM (₹7,802 Cr).Highest AUM (₹83,847 Cr).Bottom quartile AUM (₹11,027 Cr).Upper mid AUM (₹36,353 Cr).Upper mid AUM (₹65,922 Cr).Lower mid AUM (₹13,825 Cr).
Point 2Established history (11+ yrs).Established history (18+ yrs).Established history (18+ yrs).Established history (17+ yrs).Established history (17+ yrs).Established history (14+ yrs).Oldest track record among peers (19 yrs).
Point 3Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Top rated.Rating: 4★ (upper mid).Rating: 4★ (upper mid).
Point 4Risk 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 55Y return: 33.39% (top quartile).5Y return: 27.63% (bottom quartile).5Y return: 28.56% (bottom quartile).5Y return: 28.84% (lower mid).5Y return: 30.36% (upper mid).5Y return: 32.30% (upper mid).5Y return: 29.14% (lower mid).
Point 63Y return: 28.27% (top quartile).3Y return: 26.86% (upper mid).3Y return: 25.10% (upper mid).3Y return: 23.57% (lower mid).3Y return: 23.40% (lower mid).3Y return: 22.91% (bottom quartile).3Y return: 22.56% (bottom quartile).
Point 71Y return: 1.61% (upper mid).1Y return: 9.34% (top quartile).1Y return: 1.54% (upper mid).1Y return: 0.90% (lower mid).1Y return: 0.16% (lower mid).1Y return: -6.69% (bottom quartile).1Y return: -9.33% (bottom quartile).
Point 8Alpha: 3.70 (upper mid).Alpha: 0.00 (lower mid).Alpha: 2.03 (upper mid).Alpha: 5.32 (top quartile).Alpha: 0.00 (lower mid).Alpha: -3.84 (bottom quartile).Alpha: -5.51 (bottom quartile).
Point 9Sharpe: -0.11 (upper mid).Sharpe: 0.32 (top quartile).Sharpe: -0.21 (lower mid).Sharpe: -0.06 (upper mid).Sharpe: -0.17 (lower mid).Sharpe: -0.51 (bottom quartile).Sharpe: -0.59 (bottom quartile).
Point 10Information ratio: 0.44 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.76 (top quartile).Information ratio: 0.20 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (bottom quartile).Information ratio: -0.06 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹33,609 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.39% (top quartile).
  • 3Y return: 28.27% (top quartile).
  • 1Y return: 1.61% (upper mid).
  • Alpha: 3.70 (upper mid).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.44 (upper mid).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹7,802 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.63% (bottom quartile).
  • 3Y return: 26.86% (upper mid).
  • 1Y return: 9.34% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.32 (top quartile).
  • Information ratio: 0.00 (lower mid).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹83,847 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.56% (bottom quartile).
  • 3Y return: 25.10% (upper mid).
  • 1Y return: 1.54% (upper mid).
  • Alpha: 2.03 (upper mid).
  • Sharpe: -0.21 (lower mid).
  • Information ratio: 0.76 (top quartile).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹11,027 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 28.84% (lower mid).
  • 3Y return: 23.57% (lower mid).
  • 1Y return: 0.90% (lower mid).
  • Alpha: 5.32 (top quartile).
  • Sharpe: -0.06 (upper mid).
  • Information ratio: 0.20 (upper mid).

HDFC Small Cap Fund

  • Upper mid AUM (₹36,353 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 30.36% (upper mid).
  • 3Y return: 23.40% (lower mid).
  • 1Y return: 0.16% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.17 (lower mid).
  • Information ratio: 0.00 (lower mid).

Nippon India Small Cap Fund

  • Upper mid AUM (₹65,922 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 32.30% (upper mid).
  • 3Y return: 22.91% (bottom quartile).
  • 1Y return: -6.69% (bottom quartile).
  • Alpha: -3.84 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

Franklin India Smaller Companies Fund

  • Lower mid AUM (₹13,825 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.14% (lower mid).
  • 3Y return: 22.56% (bottom quartile).
  • 1Y return: -9.33% (bottom quartile).
  • Alpha: -5.51 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: -0.06 (bottom quartile).
*निधि के आधार पर सूचीसंपत्ति>= 500 करोड़ के आधार पर छाँटे गए3 सालसीएजीआर वापसी.

1. 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 

  • Lower mid AUM (₹33,609 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 33.39% (top quartile).
  • 3Y return: 28.27% (top quartile).
  • 1Y return: 1.61% (upper mid).
  • Alpha: 3.70 (upper mid).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.44 (upper mid).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (02 Sep 25) ₹104.408 ↓ -0.18   (-0.17 %)
Net Assets (Cr) ₹33,609 on 31 Jul 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio -0.11
Information Ratio 0.44
Alpha Ratio 3.7
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹16,108
31 Aug 22₹20,215
31 Aug 23₹25,558
31 Aug 24₹41,687
31 Aug 25₹41,704

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048
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 2 Sep 25

DurationReturns
1 Month 2.9%
3 Month 4.8%
6 Month 17.7%
1 Year 1.6%
3 Year 28.3%
5 Year 33.4%
10 Year
15 Year
Since launch 22.6%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Ajay Khandelwal1 Oct 240.92 Yr.
Niket Shah1 Jul 205.17 Yr.
Rakesh Shetty22 Nov 222.78 Yr.
Sunil Sawant1 Jul 241.17 Yr.

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

Equity Sector Allocation
SectorValue
Technology34.22%
Industrials18.95%
Consumer Cyclical16.7%
Communication Services3.85%
Health Care3.7%
Financial Services2.6%
Real Estate2.03%
Asset Allocation
Asset ClassValue
Cash17.96%
Equity82.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
11%₹3,537 Cr2,099,999
↑ 100,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
9%₹3,147 Cr18,000,050
↑ 50
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
9%₹2,978 Cr50,076,240
↑ 5,076,240
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
8%₹2,787 Cr5,400,005
↑ 150,005
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
8%₹2,634 Cr5,250,000
↑ 257,861
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
6%₹1,876 Cr2,750,000
↑ 200,000
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
4%₹1,511 Cr13,869,997
↑ 3,773,933
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
4%₹1,345 Cr3,500,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,293 Cr7,000,000
↑ 250,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,242 Cr9,969,361

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 (₹7,802 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.63% (bottom quartile).
  • 3Y return: 26.86% (upper mid).
  • 1Y return: 9.34% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.32 (top quartile).
  • Information ratio: 0.00 (lower mid).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (02 Sep 25) ₹179.07 ↓ -0.61   (-0.34 %)
Net Assets (Cr) ₹7,802 on 31 Jul 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 0.32
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹15,770
31 Aug 22₹16,877
31 Aug 23₹20,541
31 Aug 24₹31,641
31 Aug 25₹33,990

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
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 2 Sep 25

DurationReturns
1 Month 1.1%
3 Month 5.4%
6 Month 26.8%
1 Year 9.3%
3 Year 26.9%
5 Year 27.6%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Aditya Khemani9 Nov 231.81 Yr.
Amit Ganatra1 Sep 232 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.43%
Health Care19.75%
Consumer Cyclical16.17%
Industrials10.06%
Real Estate7.86%
Technology7.74%
Basic Materials5.42%
Communication Services1.65%
Asset Allocation
Asset ClassValue
Cash1.92%
Equity98.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
5%₹369 Cr1,519,233
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 532296
5%₹358 Cr1,676,417
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY
5%₹353 Cr8,755,404
↑ 957,513
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
4%₹341 Cr16,854,973
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
4%₹330 Cr2,031,622
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
4%₹308 Cr463,277
↑ 32,043
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
4%₹303 Cr2,016,896
↑ 174,838
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹295 Cr14,592,638
↑ 1,181,051
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹280 Cr2,246,434
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
3%₹262 Cr155,335

3. 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 (₹83,847 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.56% (bottom quartile).
  • 3Y return: 25.10% (upper mid).
  • 1Y return: 1.54% (upper mid).
  • Alpha: 2.03 (upper mid).
  • Sharpe: -0.21 (lower mid).
  • Information ratio: 0.76 (top quartile).

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

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (02 Sep 25) ₹192.59 ↑ 0.44   (0.23 %)
Net Assets (Cr) ₹83,847 on 31 Jul 25
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.4
Sharpe Ratio -0.21
Information Ratio 0.76
Alpha Ratio 2.03
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹16,257
31 Aug 22₹18,205
31 Aug 23₹23,925
31 Aug 24₹35,114
31 Aug 25₹35,210

HDFC Mid-Cap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
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 2 Sep 25

DurationReturns
1 Month 0.8%
3 Month 1.8%
6 Month 18.5%
1 Year 1.5%
3 Year 25.1%
5 Year 28.6%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Chirag Setalvad25 Jun 0718.2 Yr.
Dhruv Muchhal22 Jun 232.2 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services24.14%
Consumer Cyclical18.34%
Health Care12%
Industrials10.31%
Technology10.2%
Basic Materials5.74%
Consumer Defensive5.12%
Communication Services2.93%
Energy2.77%
Utility1.24%
Asset Allocation
Asset ClassValue
Cash7.22%
Equity92.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 500271
5%₹3,849 Cr25,638,767
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
4%₹3,222 Cr12,039,029
↑ 2,548,302
Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE
3%₹2,661 Cr15,220,600
↑ 200,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK
3%₹2,588 Cr127,825,000
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 18 | 532296
3%₹2,578 Cr12,078,021
↑ 1,462,907
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 524494
3%₹2,572 Cr17,453,014
↑ 543,142
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 540611
3%₹2,560 Cr34,524,735
↑ 3,943,185
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO
3%₹2,324 Cr55,530,830
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 532814
3%₹2,291 Cr36,854,482
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 23 | 532843
3%₹2,223 Cr25,927,319
↑ 450,000

4. 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

  • Bottom quartile AUM (₹11,027 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 28.84% (lower mid).
  • 3Y return: 23.57% (lower mid).
  • 1Y return: 0.90% (lower mid).
  • Alpha: 5.32 (top quartile).
  • Sharpe: -0.06 (upper mid).
  • Information ratio: 0.20 (upper mid).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (02 Sep 25) ₹100.261 ↑ 0.11   (0.11 %)
Net Assets (Cr) ₹11,027 on 31 Jul 25
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.75
Sharpe Ratio -0.06
Information Ratio 0.2
Alpha Ratio 5.32
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹17,491
31 Aug 22₹19,221
31 Aug 23₹22,761
31 Aug 24₹36,220
31 Aug 25₹35,825

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
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 2 Sep 25

DurationReturns
1 Month 1.8%
3 Month 2.1%
6 Month 20.9%
1 Year 0.9%
3 Year 23.6%
5 Year 28.8%
10 Year
15 Year
Since launch 13.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dhruv Bhatia14 Oct 240.88 Yr.
Trideep Bhattacharya1 Oct 213.92 Yr.
Raj Koradia1 Aug 241.08 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.52%
Consumer Cyclical14.37%
Industrials13.44%
Basic Materials10.81%
Health Care10.73%
Technology10.31%
Consumer Defensive5.2%
Real Estate2.94%
Energy2.26%
Communication Services1.49%
Utility0.65%
Asset Allocation
Asset ClassValue
Cash4.28%
Equity95.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
3%₹372 Cr2,981,836
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹342 Cr662,031
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹334 Cr1,908,695
Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 531642
3%₹287 Cr4,048,052
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
3%₹283 Cr1,559,919
↑ 235,728
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
2%₹257 Cr180,547
↓ -17,333
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
2%₹247 Cr146,827
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 532843
2%₹246 Cr2,865,466
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
2%₹228 Cr3,665,623
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 532827
2%₹222 Cr45,537
↓ -4,712

5. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

Research Highlights for HDFC Small Cap Fund

  • Upper mid AUM (₹36,353 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 30.36% (upper mid).
  • 3Y return: 23.40% (lower mid).
  • 1Y return: 0.16% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.17 (lower mid).
  • Information ratio: 0.00 (lower mid).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (02 Sep 25) ₹142.308 ↑ 1.23   (0.87 %)
Net Assets (Cr) ₹36,353 on 31 Jul 25
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.58
Sharpe Ratio -0.17
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹18,549
31 Aug 22₹20,186
31 Aug 23₹27,782
31 Aug 24₹37,887
31 Aug 25₹37,167

HDFC Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for HDFC 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 2 Sep 25

DurationReturns
1 Month 1.9%
3 Month 5.2%
6 Month 25.1%
1 Year 0.2%
3 Year 23.4%
5 Year 30.4%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.4%
2023 44.8%
2022 4.6%
2021 64.9%
2020 20.2%
2019 -9.5%
2018 -8.1%
2017 60.8%
2016 5.4%
2015 6.4%
Fund Manager information for HDFC Small Cap Fund
NameSinceTenure
Chirag Setalvad28 Jun 1411.19 Yr.
Dhruv Muchhal22 Jun 232.2 Yr.

Data below for HDFC Small Cap Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Industrials23.59%
Consumer Cyclical18.21%
Technology13.07%
Health Care12.61%
Financial Services11.31%
Basic Materials7.92%
Consumer Defensive2.24%
Communication Services1.75%
Utility0.36%
Asset Allocation
Asset ClassValue
Cash8.93%
Equity91.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
5%₹1,861 Cr54,453,120
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
4%₹1,459 Cr24,127,134
↓ -267,359
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
4%₹1,420 Cr3,769,293
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL
3%₹1,194 Cr11,506,772
↓ -600,000
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
3%₹1,114 Cr46,828,792
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
3%₹1,086 Cr6,035,882
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 532843
2%₹864 Cr10,073,132
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 543308
2%₹836 Cr11,127,166
↓ -314,939
Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SUDARSCHEM
2%₹823 Cr5,734,275
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹748 Cr2,392,936
↓ -77,000

6. 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 (₹65,922 Cr).
  • Established history (14+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 32.30% (upper mid).
  • 3Y return: 22.91% (bottom quartile).
  • 1Y return: -6.69% (bottom quartile).
  • Alpha: -3.84 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (02 Sep 25) ₹167.443 ↑ 0.56   (0.33 %)
Net Assets (Cr) ₹65,922 on 31 Jul 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.44
Sharpe Ratio -0.51
Information Ratio 0
Alpha Ratio -3.84
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹19,171
31 Aug 22₹22,076
31 Aug 23₹29,854
31 Aug 24₹44,369
31 Aug 25₹40,510

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
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 2 Sep 25

DurationReturns
1 Month 0%
3 Month 0.5%
6 Month 20%
1 Year -6.7%
3 Year 22.9%
5 Year 32.3%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.1%
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 178.67 Yr.
Kinjal Desai25 May 187.28 Yr.

Data below for Nippon India Small Cap Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Industrials22.6%
Financial Services15.03%
Consumer Cyclical14.43%
Basic Materials13.05%
Health Care8.85%
Consumer Defensive8.53%
Technology7.18%
Utility2.47%
Energy1.53%
Communication Services1.43%
Real Estate0.59%
Asset Allocation
Asset ClassValue
Cash4.3%
Equity95.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,424 Cr1,851,010
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,342 Cr6,650,000
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
1%₹881 Cr4,472,130
Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 543530
1%₹870 Cr40,362,502
↑ 1,670,164
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹838 Cr31,784,062
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹801 Cr899,271
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹798 Cr651,246
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹725 Cr9,100,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹710 Cr2,499,222
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL
1%₹684 Cr3,369,221
↑ 17,475

7. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Research Highlights for Franklin India Smaller Companies Fund

  • Lower mid AUM (₹13,825 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.14% (lower mid).
  • 3Y return: 22.56% (bottom quartile).
  • 1Y return: -9.33% (bottom quartile).
  • Alpha: -5.51 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: -0.06 (bottom quartile).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (02 Sep 25) ₹168.29 ↑ 0.73   (0.44 %)
Net Assets (Cr) ₹13,825 on 31 Jul 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.59
Information Ratio -0.06
Alpha Ratio -5.51
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹18,194
31 Aug 22₹19,752
31 Aug 23₹27,174
31 Aug 24₹40,276
31 Aug 25₹35,949

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25

DurationReturns
1 Month -1.1%
3 Month -2%
6 Month 17.5%
1 Year -9.3%
3 Year 22.6%
5 Year 29.1%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.2%
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.59 Yr.
Sandeep Manam18 Oct 213.87 Yr.
Akhil Kalluri8 Sep 222.98 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Consumer Cyclical18.85%
Financial Services17.1%
Industrials16.95%
Health Care12.14%
Basic Materials10.14%
Technology6.66%
Real Estate4.57%
Consumer Defensive3.86%
Utility2.94%
Energy0.96%
Asset Allocation
Asset ClassValue
Cash5.69%
Equity94.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
3%₹443 Cr7,329,408
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹390 Cr3,868,691
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹336 Cr1,866,828
Syrma SGS Technology Ltd (Technology)
Equity, Since 31 Aug 22 | SYRMA
2%₹296 Cr3,916,115
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹295 Cr4,963,469
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹285 Cr48,064,081
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
2%₹278 Cr3,260,279
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
2%₹278 Cr10,542,130
↓ -3,316,913
Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH
2%₹260 Cr3,220,340
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹256 Cr1,448,723

Disclaimer:
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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