+91-22-48913909SIP इन्वेस्टमेंट 2022 के लिए 7 बेस्ट मिड एंड स्मॉल कैप फंड्स
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 (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 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 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 (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 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 Below is the key information for Nippon India Small 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 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 ₹185.49
↓ -1.11 ₹8,062 500 1.2 20 9.8 28.8 28.5 43.1 Motilal Oswal Midcap 30 Fund Growth ₹104.704
↓ -0.40 ₹34,780 500 1.3 15.2 -2.9 26.9 33.7 57.1 HDFC Mid-Cap Opportunities Fund Growth ₹197.639
↓ -0.52 ₹83,105 300 -0.6 13.5 3.9 26.2 29.7 28.6 Edelweiss Mid Cap Fund Growth ₹102.402
↓ -0.36 ₹11,297 500 0.1 12.4 1.7 25.2 29.6 38.9 Sundaram Mid Cap Fund Growth ₹1,414.25
↑ 0.39 ₹12,501 100 1.2 13.2 1.2 24 27 32 Nippon India Small Cap Fund Growth ₹169.432
↓ -0.04 ₹64,821 100 -3.4 10 -6.3 23.1 32.8 26.1 ICICI Prudential MidCap Fund Growth ₹305.6
↓ -1.10 ₹6,492 100 0.5 18.6 3.9 22.9 27.1 27 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Oct 25 Research Highlights & Commentary of 7 Funds showcased
Commentary Invesco India Mid Cap Fund Motilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund Nippon India Small Cap Fund ICICI Prudential MidCap Fund Point 1 Bottom quartile AUM (₹8,062 Cr). Upper mid AUM (₹34,780 Cr). Highest AUM (₹83,105 Cr). Lower mid AUM (₹11,297 Cr). Lower mid AUM (₹12,501 Cr). Upper mid AUM (₹64,821 Cr). Bottom quartile AUM (₹6,492 Cr). Point 2 Established history (18+ yrs). Established history (11+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (23 yrs). Established history (15+ yrs). Established history (20+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Point 4 Risk 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 5 5Y return: 28.47% (lower mid). 5Y return: 33.66% (top quartile). 5Y return: 29.68% (upper mid). 5Y return: 29.56% (lower mid). 5Y return: 27.01% (bottom quartile). 5Y return: 32.83% (upper mid). 5Y return: 27.08% (bottom quartile). Point 6 3Y return: 28.83% (top quartile). 3Y return: 26.87% (upper mid). 3Y return: 26.22% (upper mid). 3Y return: 25.17% (lower mid). 3Y return: 23.98% (lower mid). 3Y return: 23.10% (bottom quartile). 3Y return: 22.87% (bottom quartile). Point 7 1Y return: 9.75% (top quartile). 1Y return: -2.92% (bottom quartile). 1Y return: 3.89% (upper mid). 1Y return: 1.67% (lower mid). 1Y return: 1.22% (lower mid). 1Y return: -6.31% (bottom quartile). 1Y return: 3.89% (upper mid). Point 8 Alpha: 0.00 (bottom quartile). Alpha: 4.99 (top quartile). Alpha: 3.39 (upper mid). Alpha: 3.95 (upper mid). Alpha: 2.99 (lower mid). Alpha: -2.55 (bottom quartile). Alpha: 3.29 (lower mid). Point 9 Sharpe: 0.14 (top quartile). Sharpe: -0.18 (upper mid). Sharpe: -0.28 (lower mid). Sharpe: -0.28 (upper mid). Sharpe: -0.33 (bottom quartile). Sharpe: -0.65 (bottom quartile). Sharpe: -0.32 (lower mid). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.57 (upper mid). Information ratio: 0.88 (top quartile). Information ratio: 0.39 (upper mid). Information ratio: 0.22 (lower mid). Information ratio: 0.10 (lower mid). Information ratio: -0.16 (bottom quartile). Invesco India Mid Cap Fund
Motilal Oswal Midcap 30 Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
Nippon India Small Cap Fund
ICICI Prudential MidCap 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 (17 Oct 25) ₹185.49 ↓ -1.11 (-0.59 %) Net Assets (Cr) ₹8,062 on 31 Aug 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.14 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 Sep 20 ₹10,000 30 Sep 21 ₹15,993 30 Sep 22 ₹16,218 30 Sep 23 ₹20,052 30 Sep 24 ₹32,068 30 Sep 25 ₹32,954 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25 Duration Returns 1 Month 0.8% 3 Month 1.2% 6 Month 20% 1 Year 9.8% 3 Year 28.8% 5 Year 28.5% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Aditya Khemani 9 Nov 23 1.81 Yr. Amit Ganatra 1 Sep 23 2 Yr. Data below for Invesco India Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 30.14% Health Care 18.68% Consumer Cyclical 17.28% Industrials 11.33% Real Estate 7.58% Technology 7.55% Basic Materials 5.07% Communication Services 1.53% Asset Allocation
Asset Class Value Cash 0.84% Equity 99.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹400 Cr 9,763,728
↑ 1,008,324 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹366 Cr 16,854,973 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹340 Cr 2,179,545
↑ 147,923 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL4% ₹325 Cr 2,031,299
↑ 14,403 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK4% ₹323 Cr 1,676,417 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹322 Cr 463,277 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹318 Cr 1,519,233 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT4% ₹309 Cr 583,431
↑ 142,280 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK3% ₹280 Cr 14,592,638 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | AUBANK3% ₹280 Cr 3,893,254
↑ 2,304,000 2. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (17 Oct 25) ₹104.704 ↓ -0.40 (-0.38 %) Net Assets (Cr) ₹34,780 on 31 Aug 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.18 Information Ratio 0.57 Alpha Ratio 4.99 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 Sep 20 ₹10,000 30 Sep 21 ₹16,771 30 Sep 22 ₹20,631 30 Sep 23 ₹24,973 30 Sep 24 ₹42,904 30 Sep 25 ₹39,390 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25 Duration Returns 1 Month -1.5% 3 Month 1.3% 6 Month 15.2% 1 Year -2.9% 3 Year 26.9% 5 Year 33.7% 10 Year 15 Year Since launch 22.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.92 Yr. Niket Shah 1 Jul 20 5.17 Yr. Rakesh Shetty 22 Nov 22 2.78 Yr. Sunil Sawant 1 Jul 24 1.17 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 37.96% Consumer Cyclical 26.86% Industrials 20.24% Communication Services 3.34% Health Care 3.21% Financial Services 3.2% Real Estate 2.58% Asset Allocation
Asset Class Value Cash 2.61% Equity 97.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON10% ₹3,505 Cr 2,099,999 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹3,405 Cr 19,750,000
↑ 1,749,950 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT9% ₹3,179 Cr 6,000,000
↑ 750,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433209% ₹3,140 Cr 100,000,000
↑ 100,000,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL9% ₹3,025 Cr 60,000,000
↑ 9,923,760 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433969% ₹3,018 Cr 25,000,000
↑ 11,130,003 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹2,918 Cr 5,500,000
↑ 99,995 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB6% ₹2,163 Cr 3,050,000
↑ 300,000 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI4% ₹1,429 Cr 3,750,000
↑ 250,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES4% ₹1,286 Cr 2,100,000
↑ 153,298 3. HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (17 Oct 25) ₹197.639 ↓ -0.52 (-0.26 %) Net Assets (Cr) ₹83,105 on 31 Aug 25 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio -0.28 Information Ratio 0.88 Alpha Ratio 3.39 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 Sep 20 ₹10,000 30 Sep 21 ₹16,703 30 Sep 22 ₹17,974 30 Sep 23 ₹24,234 30 Sep 24 ₹35,709 30 Sep 25 ₹35,254 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25 Duration Returns 1 Month 0.3% 3 Month -0.6% 6 Month 13.5% 1 Year 3.9% 3 Year 26.2% 5 Year 29.7% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Chirag Setalvad 25 Jun 07 18.2 Yr. Dhruv Muchhal 22 Jun 23 2.2 Yr. Data below for HDFC Mid-Cap Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 24.21% Consumer Cyclical 18.41% Health Care 11.74% Industrials 10.63% Technology 10.45% Consumer Defensive 5.7% Basic Materials 5.39% Communication Services 2.73% Energy 2.51% Utility 1.26% Asset Allocation
Asset Class Value Cash 6.98% Equity 93.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | MFSL5% ₹4,108 Cr 25,638,767 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND4% ₹2,987 Cr 13,047,471
↑ 1,008,442 Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE3% ₹2,659 Cr 15,420,600
↑ 200,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | AUBANK3% ₹2,528 Cr 35,207,003
↑ 682,268 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 23 | FORTIS3% ₹2,463 Cr 27,020,212
↑ 1,092,893 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK3% ₹2,451 Cr 127,825,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | IPCALAB3% ₹2,441 Cr 17,634,911
↑ 181,897 Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | INDIANB3% ₹2,407 Cr 36,854,482 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 18 | GLENMARK3% ₹2,385 Cr 12,394,203
↑ 316,182 Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | VMM3% ₹2,251 Cr 150,673,400
↑ 3,454,943 4. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (17 Oct 25) ₹102.402 ↓ -0.36 (-0.35 %) Net Assets (Cr) ₹11,297 on 31 Aug 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.28 Information Ratio 0.39 Alpha Ratio 3.95 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 Sep 20 ₹10,000 30 Sep 21 ₹17,548 30 Sep 22 ₹18,442 30 Sep 23 ₹22,379 30 Sep 24 ₹35,862 30 Sep 25 ₹34,839 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25 Duration Returns 1 Month -0.1% 3 Month 0.1% 6 Month 12.4% 1 Year 1.7% 3 Year 25.2% 5 Year 29.6% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Dhruv Bhatia 14 Oct 24 0.88 Yr. Trideep Bhattacharya 1 Oct 21 3.92 Yr. Raj Koradia 1 Aug 24 1.08 Yr. Data below for Edelweiss Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 23.96% Consumer Cyclical 15.14% Industrials 14.17% Health Care 10.66% Technology 10.55% Basic Materials 10.37% Consumer Defensive 5.25% Real Estate 2.78% Energy 1.96% Communication Services 1.38% Utility 0.59% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.82% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹351 Cr 662,031 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | 5432203% ₹344 Cr 2,981,836 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹329 Cr 1,908,695 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | MARICO3% ₹294 Cr 4,048,052 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433902% ₹276 Cr 1,559,919 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | FORTIS2% ₹261 Cr 2,865,466 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹253 Cr 1,981,889 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹249 Cr 180,547 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON2% ₹245 Cr 146,827 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | CGPOWER2% ₹223 Cr 3,218,245 5. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (17 Oct 25) ₹1,414.25 ↑ 0.39 (0.03 %) Net Assets (Cr) ₹12,501 on 31 Aug 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.33 Information Ratio 0.22 Alpha Ratio 2.99 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 Sep 20 ₹10,000 30 Sep 21 ₹16,223 30 Sep 22 ₹17,062 30 Sep 23 ₹21,088 30 Sep 24 ₹32,926 30 Sep 25 ₹31,436 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25 Duration Returns 1 Month -0.1% 3 Month 1.2% 6 Month 13.2% 1 Year 1.2% 3 Year 24% 5 Year 27% 10 Year 15 Year Since launch 23.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.52 Yr. Ratish Varier 24 Feb 21 4.52 Yr. Data below for Sundaram Mid Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 19.14% Consumer Cyclical 18% Industrials 14.64% Health Care 11.81% Basic Materials 10.56% Technology 5.82% Consumer Defensive 5.19% Real Estate 3.59% Utility 2.41% Communication Services 2.2% Energy 1.85% Asset Allocation
Asset Class Value Cash 4.78% Equity 95.2% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND4% ₹494 Cr 1,290,127 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹395 Cr 1,712,601 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS3% ₹354 Cr 3,879,249 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹328 Cr 1,179,542 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5327202% ₹303 Cr 11,920,703 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | LUPIN2% ₹297 Cr 1,569,363
↑ 19,877 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL2% ₹271 Cr 5,375,605
↓ -641,216 JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT2% ₹259 Cr 373,091
↓ -9,462 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹257 Cr 484,892 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB2% ₹256 Cr 3,926,468
↓ -94,797 6. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (17 Oct 25) ₹169.432 ↓ -0.04 (-0.02 %) Net Assets (Cr) ₹64,821 on 31 Aug 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.65 Information Ratio 0.1 Alpha Ratio -2.55 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 Sep 20 ₹10,000 30 Sep 21 ₹19,239 30 Sep 22 ₹21,488 30 Sep 23 ₹29,092 30 Sep 24 ₹43,200 30 Sep 25 ₹39,323 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25 Duration Returns 1 Month -1.7% 3 Month -3.4% 6 Month 10% 1 Year -6.3% 3 Year 23.1% 5 Year 32.8% 10 Year 15 Year Since launch 20.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Samir Rachh 2 Jan 17 8.67 Yr. Kinjal Desai 25 May 18 7.28 Yr. Data below for Nippon India Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 21.51% Consumer Cyclical 14.83% Financial Services 14.64% Basic Materials 13.07% Consumer Defensive 9.19% Health Care 8.74% Technology 7.19% Utility 2.36% Energy 1.51% Communication Services 1.45% Real Estate 0.55% Asset Allocation
Asset Class Value Cash 4.96% Equity 95.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,368 Cr 1,851,010 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,266 Cr 13,300,000 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹868 Cr 4,472,130 Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 5435301% ₹828 Cr 38,089,109
↓ -2,273,393 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA1% ₹816 Cr 38,140,874 eClerx Services Ltd (Technology)
Equity, Since 31 Jul 20 | ECLERX1% ₹744 Cr 1,762,330 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹740 Cr 2,499,222 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹730 Cr 9,100,000 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹720 Cr 651,246 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹695 Cr 899,271 7. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (17 Oct 25) ₹305.6 ↓ -1.10 (-0.36 %) Net Assets (Cr) ₹6,492 on 31 Aug 25 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.32 Information Ratio -0.16 Alpha Ratio 3.29 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 Sep 20 ₹10,000 30 Sep 21 ₹17,330 30 Sep 22 ₹17,790 30 Sep 23 ₹20,881 30 Sep 24 ₹32,530 30 Sep 25 ₹31,462 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25 Duration Returns 1 Month 0.5% 3 Month 0.5% 6 Month 18.6% 1 Year 3.9% 3 Year 22.9% 5 Year 27.1% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 5.1% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 3.17 Yr. Sharmila D’mello 31 Jul 22 3.09 Yr. Data below for ICICI Prudential MidCap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Basic Materials 27% Industrials 22.39% Financial Services 18.53% Consumer Cyclical 11.12% Communication Services 10.67% Real Estate 6.39% Health Care 1.61% Technology 0.39% Utility 0.13% Asset Allocation
Asset Class Value Cash 1.78% Equity 98.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | JINDALSTEL4% ₹264 Cr 2,786,470
↑ 7,243 UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL4% ₹248 Cr 3,465,469
↑ 329,385 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA4% ₹244 Cr 1,376,584
↑ 100,000 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL4% ₹237 Cr 3,106,731 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹229 Cr 1,425,196 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE3% ₹221 Cr 1,418,018 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | MUTHOOTFIN3% ₹217 Cr 824,501 PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 5433903% ₹214 Cr 1,208,585
↑ 50,000 Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI3% ₹207 Cr 1,524,061 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE3% ₹203 Cr 968,355
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