+91-22-48913909बेस्ट मिड एंड स्मॉल कैप इक्विटी म्यूचुअल फंड 2022
कई निवेशकों का झुकाव की ओर हैनिवेश मिड और स्मॉल कैप मेंम्यूचुअल फंड्स क्योंकि उन्हें लंबी अवधि के लिए सबसे अच्छा धन सृजन उपकरण माना जाता हैवित्तीय लक्ष्यों. मिड और स्मॉल कैप को आमतौर पर फर्मों के रूप में परिभाषित किया जाता है:मंडी पूंजीकरण (एमसी = कंपनी द्वारा जारी किए गए शेयरों की संख्या एक्स बाजार मूल्य प्रति शेयर) INR 500- 1000 करोड़ के बीच। निवेशक जो बच्चे की शिक्षा जैसे वित्तीय लक्ष्यों को प्राप्त करना चाहते हैं,सेवानिवृत्ति योजनाआदि इन फंडों में निवेश कर सकते हैं।
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2022 में निवेश करने के लिए शीर्ष 10 सर्वश्रेष्ठ मिड और स्मॉल कैप फंड
(Erstwhile Aditya Birla Sun Life Small & Midcap Fund) An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time. Below is the key information for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on (Erstwhile SBI Small & Midcap Fund) The Scheme seeks to generate income and long term capital appreciation by
investing in a diversified portfolio of predominantly in equity and equity related securities of small & midcap Companies Research Highlights for SBI Small Cap Fund Below is the key information for SBI Small Cap Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized Research Highlights for DSP Small Cap Fund Below is the key information for DSP Small 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 Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies. Research Highlights for Franklin India Smaller Companies Fund Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Research Highlights for HDFC Small Cap Fund Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for BNP Paribas Mid Cap Fund Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Research Highlights for Sundaram Small Cap Fund Below is the key information for Sundaram Small Cap 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 An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks. Research Highlights for Aditya Birla Sun Life Midcap Fund Below is the key information for Aditya Birla Sun Life Midcap Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹95.5729
↓ -1.00 ₹5,731 8.7 18.9 8.1 15.5 12.5 -3.7 SBI Small Cap Fund Growth ₹179.993
↓ -2.10 ₹40,157 6.7 13.2 1.3 12.3 13.7 -4.9 DSP Small Cap Fund Growth ₹220.846
↓ -1.96 ₹19,635 8.9 19.3 8.9 17.3 17.1 -2.8 Sundaram Mid Cap Fund Growth ₹1,496.29
↓ -7.35 ₹14,026 4.5 8.7 7.8 20.9 17.9 4.1 Franklin India Smaller Companies Fund Growth ₹176.91
↓ -2.10 ₹14,336 4 12.9 -0.3 14.9 16.4 -8.4 HDFC Small Cap Fund Growth ₹138.903
↓ -1.58 ₹40,417 3.8 5.3 -3 12.2 14.8 -0.6 BNP Paribas Mid Cap Fund Growth ₹111.27
↓ -1.07 ₹2,513 3.8 9.5 9.7 18.4 15.1 2.5 Sundaram Small Cap Fund Growth ₹285.209
↓ -3.89 ₹3,872 6.5 14.8 7.2 17.2 16.1 0.4 Edelweiss Mid Cap Fund Growth ₹107.752
↓ -1.06 ₹17,748 3.6 6.9 5.8 22.1 18.1 3.8 Aditya Birla Sun Life Midcap Fund Growth ₹837.89
↓ -9.49 ₹6,624 4.5 8.6 5 17 14.8 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jul 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund DSP Small Cap Fund Sundaram Mid Cap Fund Franklin India Smaller Companies Fund HDFC Small Cap Fund BNP Paribas Mid Cap Fund Sundaram Small Cap Fund Edelweiss Mid Cap Fund Aditya Birla Sun Life Midcap Fund Point 1 Bottom quartile AUM (₹5,731 Cr). Top quartile AUM (₹40,157 Cr). Upper mid AUM (₹19,635 Cr). Lower mid AUM (₹14,026 Cr). Upper mid AUM (₹14,336 Cr). Highest AUM (₹40,417 Cr). Bottom quartile AUM (₹2,513 Cr). Bottom quartile AUM (₹3,872 Cr). Upper mid AUM (₹17,748 Cr). Lower mid AUM (₹6,624 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (19+ yrs). Oldest track record among peers (23 yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (21+ yrs). Established history (18+ yrs). Established history (23+ yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 12.46% (bottom quartile). 5Y return: 13.72% (bottom quartile). 5Y return: 17.06% (upper mid). 5Y return: 17.90% (top quartile). 5Y return: 16.43% (upper mid). 5Y return: 14.78% (bottom quartile). 5Y return: 15.12% (lower mid). 5Y return: 16.12% (upper mid). 5Y return: 18.08% (top quartile). 5Y return: 14.83% (lower mid). Point 6 3Y return: 15.48% (lower mid). 3Y return: 12.30% (bottom quartile). 3Y return: 17.30% (upper mid). 3Y return: 20.88% (top quartile). 3Y return: 14.92% (bottom quartile). 3Y return: 12.21% (bottom quartile). 3Y return: 18.37% (upper mid). 3Y return: 17.19% (upper mid). 3Y return: 22.09% (top quartile). 3Y return: 17.02% (lower mid). Point 7 1Y return: 8.08% (upper mid). 1Y return: 1.29% (bottom quartile). 1Y return: 8.85% (top quartile). 1Y return: 7.76% (upper mid). 1Y return: -0.27% (bottom quartile). 1Y return: -3.04% (bottom quartile). 1Y return: 9.67% (top quartile). 1Y return: 7.23% (upper mid). 1Y return: 5.79% (lower mid). 1Y return: 4.99% (lower mid). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.71 (upper mid). Alpha: -0.56 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 3.32 (top quartile). Alpha: 8.89 (top quartile). Alpha: -1.09 (bottom quartile). Alpha: -0.17 (bottom quartile). Point 9 Sharpe: 0.22 (upper mid). Sharpe: -0.07 (bottom quartile). Sharpe: 0.19 (upper mid). Sharpe: 0.06 (upper mid). Sharpe: -0.15 (bottom quartile). Sharpe: -0.37 (bottom quartile). Sharpe: 0.22 (top quartile). Sharpe: 0.25 (top quartile). Sharpe: -0.04 (lower mid). Sharpe: 0.01 (lower mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.32 (top quartile). Information ratio: -0.65 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.21 (bottom quartile). Information ratio: -0.17 (lower mid). Information ratio: 0.48 (top quartile). Information ratio: -0.44 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
DSP Small Cap Fund
Sundaram Mid Cap Fund
Franklin India Smaller Companies Fund
HDFC Small Cap Fund
BNP Paribas Mid Cap Fund
Sundaram Small Cap Fund
Edelweiss Mid Cap Fund
Aditya Birla Sun Life Midcap Fund
1. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (22 Jul 26) ₹95.5729 ↓ -1.00 (-1.04 %) Net Assets (Cr) ₹5,731 on 30 Jun 26 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.22 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 26 Duration Returns 1 Month 0.8% 3 Month 8.7% 6 Month 18.9% 1 Year 8.1% 3 Year 15.5% 5 Year 12.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.7% 2024 21.5% 2023 39.4% 2022 -6.5% 2021 51.4% 2020 19.8% 2019 -11.5% 2018 -22.6% 2017 56.7% 2016 9.7% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. SBI Small Cap Fund
SBI Small Cap Fund
Growth Launch Date 9 Sep 09 NAV (22 Jul 26) ₹179.993 ↓ -2.10 (-1.15 %) Net Assets (Cr) ₹40,157 on 30 Jun 26 Category Equity - Small Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.07 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 SBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 26 Duration Returns 1 Month 1.7% 3 Month 6.7% 6 Month 13.2% 1 Year 1.3% 3 Year 12.3% 5 Year 13.7% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 -4.9% 2024 24.1% 2023 25.3% 2022 8.1% 2021 47.6% 2020 33.6% 2019 6.1% 2018 -19.6% 2017 78.7% 2016 1.3% Fund Manager information for SBI Small Cap Fund
Name Since Tenure Data below for SBI Small Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. DSP Small Cap Fund
DSP Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (22 Jul 26) ₹220.846 ↓ -1.96 (-0.88 %) Net Assets (Cr) ₹19,635 on 30 Jun 26 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.19 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 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 DSP Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 26 Duration Returns 1 Month 1.7% 3 Month 8.9% 6 Month 19.3% 1 Year 8.9% 3 Year 17.3% 5 Year 17.1% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.8% 2024 25.6% 2023 41.2% 2022 0.5% 2021 58.9% 2020 33.1% 2019 0.7% 2018 -25.5% 2017 42.8% 2016 12.7% Fund Manager information for DSP Small Cap Fund
Name Since Tenure Data below for DSP Small Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (22 Jul 26) ₹1,496.29 ↓ -7.35 (-0.49 %) Net Assets (Cr) ₹14,026 on 30 Jun 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.06 Information Ratio 0.32 Alpha Ratio 0.71 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 22 Jul 26 Duration Returns 1 Month 0.8% 3 Month 4.5% 6 Month 8.7% 1 Year 7.8% 3 Year 20.9% 5 Year 17.9% 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 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Franklin India Smaller Companies Fund
Franklin India Smaller Companies Fund
Growth Launch Date 13 Jan 06 NAV (22 Jul 26) ₹176.91 ↓ -2.10 (-1.18 %) Net Assets (Cr) ₹14,336 on 30 Jun 26 Category Equity - Small Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.15 Information Ratio -0.65 Alpha Ratio -0.56 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 Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 26 Duration Returns 1 Month -0.5% 3 Month 4% 6 Month 12.9% 1 Year -0.3% 3 Year 14.9% 5 Year 16.4% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2025 -8.4% 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% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure Data below for Franklin India Smaller Companies Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. HDFC Small Cap Fund
HDFC Small Cap Fund
Growth Launch Date 3 Apr 08 NAV (22 Jul 26) ₹138.903 ↓ -1.58 (-1.12 %) Net Assets (Cr) ₹40,417 on 30 Jun 26 Category Equity - Small Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.37 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.
Date Value Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 26 Duration Returns 1 Month -0.3% 3 Month 3.8% 6 Month 5.3% 1 Year -3% 3 Year 12.2% 5 Year 14.8% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.6% 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% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Data below for HDFC Small Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. BNP Paribas Mid Cap Fund
BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (22 Jul 26) ₹111.27 ↓ -1.07 (-0.96 %) Net Assets (Cr) ₹2,513 on 30 Jun 26 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio 0.22 Information Ratio -0.21 Alpha Ratio 3.32 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for BNP Paribas Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 26 Duration Returns 1 Month -0.4% 3 Month 3.8% 6 Month 9.5% 1 Year 9.7% 3 Year 18.4% 5 Year 15.1% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 2.5% 2024 28.5% 2023 32.6% 2022 4.7% 2021 41.5% 2020 23.1% 2019 5.2% 2018 -17.5% 2017 49% 2016 -1.2% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Data below for BNP Paribas Mid Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Sundaram Small Cap Fund
Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (22 Jul 26) ₹285.209 ↓ -3.89 (-1.34 %) Net Assets (Cr) ₹3,872 on 30 Jun 26 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.25 Information Ratio -0.17 Alpha Ratio 8.89 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 26 Duration Returns 1 Month -1.1% 3 Month 6.5% 6 Month 14.8% 1 Year 7.2% 3 Year 17.2% 5 Year 16.1% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 0.4% 2024 19.1% 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Data below for Sundaram Small Cap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (22 Jul 26) ₹107.752 ↓ -1.06 (-0.98 %) Net Assets (Cr) ₹17,748 on 30 Jun 26 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.04 Information Ratio 0.48 Alpha Ratio -1.09 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 22 Jul 26 Duration Returns 1 Month -0.1% 3 Month 3.6% 6 Month 6.9% 1 Year 5.8% 3 Year 22.1% 5 Year 18.1% 10 Year 15 Year Since launch 13.7% 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 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (22 Jul 26) ₹837.89 ↓ -9.49 (-1.12 %) Net Assets (Cr) ₹6,624 on 30 Jun 26 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.01 Information Ratio -0.44 Alpha Ratio -0.17 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Jul 26 Duration Returns 1 Month 0% 3 Month 4.5% 6 Month 8.6% 1 Year 5% 3 Year 17% 5 Year 14.8% 10 Year 15 Year Since launch 20.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.4% 2024 22% 2023 39.9% 2022 -5.3% 2021 50.4% 2020 15.5% 2019 -3.7% 2018 -16% 2017 44.8% 2016 5.7% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Data below for Aditya Birla Sun Life Midcap Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Aditya Birla Sun Life Small Cap Fund