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बेस्ट मिड एंड स्मॉल कैप इक्विटी म्यूचुअल फंड 2022

Updated on August 29, 2025 , 3784 views

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।

स्मॉल कैप कंपनियां युवा बढ़ती फर्म हैं, जिनमें लंबे समय में सतत विकास की काफी संभावनाएं हैं। लेकिन, लार्ज कैप कंपनियों की तुलना में मिड और स्मॉल कैप में विफलता का जोखिम अधिक होता है। हालांकि, मध्य औरस्मॉल कैप फंड पोर्टफोलियो में विविधता लाने में मदद करता है और निवेशक इन फंड में लगभग 10-20% का एक छोटा सा हिस्सा निवेश कर सकते हैं।

small-mid-cap

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2022 में निवेश करने के लिए शीर्ष 10 सर्वश्रेष्ठ मिड और स्मॉल कैप फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI Small Cap Fund Growth ₹169.15
↓ -0.65
₹35,5630.415.3-7.215.223.224.1
Aditya Birla Sun Life Small Cap Fund Growth ₹82.2854
↓ -0.29
₹5,011-1.918.1-7.516.922.121.5
Sundaram Mid Cap Fund Growth ₹1,359.76
↓ -3.59
₹12,5960.919.3-0.922.825.232
HDFC Small Cap Fund Growth ₹139.273
↓ -0.17
₹36,3533.222.4-12328.920.4
DSP Small Cap Fund  Growth ₹194.34
↓ -0.30
₹17,005122.1-2.720.426.425.6
Franklin India Smaller Companies Fund Growth ₹165.63
↓ -0.12
₹13,825-3.115.6-10.222.62823.2
Motilal Oswal Midcap 30 Fund  Growth ₹101.99
↓ -0.51
₹33,6091.9150.128.132.257.1
Edelweiss Mid Cap Fund Growth ₹98.569
↓ -0.42
₹11,0270.518.9-0.323.727.938.9
Franklin India Prima Fund Growth ₹2,684.97
↓ -7.68
₹12,540-0.515.5-2.62223.131.8
DSP Midcap Fund Growth ₹144.713
↓ -0.52
₹19,331120-3.318.118.522.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Aug 25

Research Highlights & Commentary of 10 Funds showcased

CommentarySBI Small Cap FundAditya Birla Sun Life Small Cap FundSundaram Mid Cap FundHDFC Small Cap FundDSP Small Cap Fund Franklin India Smaller Companies FundMotilal Oswal Midcap 30 Fund Edelweiss Mid Cap FundFranklin India Prima FundDSP Midcap Fund
Point 1Top quartile AUM (₹35,563 Cr).Bottom quartile AUM (₹5,011 Cr).Lower mid AUM (₹12,596 Cr).Highest AUM (₹36,353 Cr).Upper mid AUM (₹17,005 Cr).Lower mid AUM (₹13,825 Cr).Upper mid AUM (₹33,609 Cr).Bottom quartile AUM (₹11,027 Cr).Bottom quartile AUM (₹12,540 Cr).Upper mid AUM (₹19,331 Cr).
Point 2Established history (15+ yrs).Established history (18+ yrs).Established history (23+ yrs).Established history (17+ yrs).Established history (18+ yrs).Established history (19+ yrs).Established history (11+ yrs).Established history (17+ yrs).Oldest track record among peers (31 yrs).Established history (18+ yrs).
Point 3Top 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 4Risk 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: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 23.17% (lower mid).5Y return: 22.05% (bottom quartile).5Y return: 25.20% (lower mid).5Y return: 28.86% (top quartile).5Y return: 26.42% (upper mid).5Y return: 28.04% (upper mid).5Y return: 32.15% (top quartile).5Y return: 27.93% (upper mid).5Y return: 23.09% (bottom quartile).5Y return: 18.50% (bottom quartile).
Point 63Y return: 15.16% (bottom quartile).3Y return: 16.90% (bottom quartile).3Y return: 22.85% (upper mid).3Y return: 22.95% (upper mid).3Y return: 20.36% (lower mid).3Y return: 22.63% (upper mid).3Y return: 28.09% (top quartile).3Y return: 23.65% (top quartile).3Y return: 21.95% (lower mid).3Y return: 18.11% (bottom quartile).
Point 71Y return: -7.23% (bottom quartile).1Y return: -7.47% (bottom quartile).1Y return: -0.94% (upper mid).1Y return: -0.95% (upper mid).1Y return: -2.72% (lower mid).1Y return: -10.16% (bottom quartile).1Y return: 0.15% (top quartile).1Y return: -0.26% (top quartile).1Y return: -2.62% (upper mid).1Y return: -3.29% (lower mid).
Point 8Alpha: 0.00 (lower mid).Alpha: 0.00 (lower mid).Alpha: 3.17 (upper mid).Alpha: 0.00 (bottom quartile).Alpha: 0.00 (bottom quartile).Alpha: -5.51 (bottom quartile).Alpha: 3.70 (top quartile).Alpha: 5.32 (top quartile).Alpha: 1.58 (upper mid).Alpha: 0.09 (upper mid).
Point 9Sharpe: -0.63 (bottom quartile).Sharpe: -0.43 (bottom quartile).Sharpe: -0.17 (upper mid).Sharpe: -0.17 (upper mid).Sharpe: -0.06 (top quartile).Sharpe: -0.59 (bottom quartile).Sharpe: -0.11 (upper mid).Sharpe: -0.06 (top quartile).Sharpe: -0.24 (lower mid).Sharpe: -0.33 (lower mid).
Point 10Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: 0.00 (lower mid).Information ratio: -0.06 (bottom quartile).Information ratio: 0.44 (top quartile).Information ratio: 0.20 (top quartile).Information ratio: -0.17 (bottom quartile).Information ratio: -1.02 (bottom quartile).

SBI Small Cap Fund

  • Top quartile AUM (₹35,563 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.17% (lower mid).
  • 3Y return: 15.16% (bottom quartile).
  • 1Y return: -7.23% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.63 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Aditya Birla Sun Life Small Cap Fund

  • Bottom quartile AUM (₹5,011 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.05% (bottom quartile).
  • 3Y return: 16.90% (bottom quartile).
  • 1Y return: -7.47% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.43 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Sundaram Mid Cap Fund

  • Lower mid AUM (₹12,596 Cr).
  • Established history (23+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.20% (lower mid).
  • 3Y return: 22.85% (upper mid).
  • 1Y return: -0.94% (upper mid).
  • Alpha: 3.17 (upper mid).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: 0.00 (upper mid).

HDFC Small Cap Fund

  • Highest AUM (₹36,353 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.86% (top quartile).
  • 3Y return: 22.95% (upper mid).
  • 1Y return: -0.95% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: 0.00 (lower mid).

DSP Small Cap Fund 

  • Upper mid AUM (₹17,005 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 26.42% (upper mid).
  • 3Y return: 20.36% (lower mid).
  • 1Y return: -2.72% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.00 (lower mid).

Franklin India Smaller Companies Fund

  • Lower mid AUM (₹13,825 Cr).
  • Established history (19+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.04% (upper mid).
  • 3Y return: 22.63% (upper mid).
  • 1Y return: -10.16% (bottom quartile).
  • Alpha: -5.51 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: -0.06 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Upper mid AUM (₹33,609 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 32.15% (top quartile).
  • 3Y return: 28.09% (top quartile).
  • 1Y return: 0.15% (top quartile).
  • Alpha: 3.70 (top quartile).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.44 (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: 27.93% (upper mid).
  • 3Y return: 23.65% (top quartile).
  • 1Y return: -0.26% (top quartile).
  • Alpha: 5.32 (top quartile).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.20 (top quartile).

Franklin India Prima Fund

  • Bottom quartile AUM (₹12,540 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.09% (bottom quartile).
  • 3Y return: 21.95% (lower mid).
  • 1Y return: -2.62% (upper mid).
  • Alpha: 1.58 (upper mid).
  • Sharpe: -0.24 (lower mid).
  • Information ratio: -0.17 (bottom quartile).

DSP Midcap Fund

  • Upper mid AUM (₹19,331 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.50% (bottom quartile).
  • 3Y return: 18.11% (bottom quartile).
  • 1Y return: -3.29% (lower mid).
  • Alpha: 0.09 (upper mid).
  • Sharpe: -0.33 (lower mid).
  • Information ratio: -1.02 (bottom quartile).

1. SBI Small Cap Fund

(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

  • Top quartile AUM (₹35,563 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.17% (lower mid).
  • 3Y return: 15.16% (bottom quartile).
  • 1Y return: -7.23% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.63 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund
Growth
Launch Date 9 Sep 09
NAV (29 Aug 25) ₹169.15 ↓ -0.65   (-0.38 %)
Net Assets (Cr) ₹35,563 on 31 Jul 25
Category Equity - Small Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.58
Sharpe Ratio -0.63
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₹16,761
31 Aug 22₹19,590
31 Aug 23₹23,347
31 Aug 24₹32,082
31 Aug 25₹29,567

SBI 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 ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for SBI 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 29 Aug 25

DurationReturns
1 Month -2.1%
3 Month 0.4%
6 Month 15.3%
1 Year -7.2%
3 Year 15.2%
5 Year 23.2%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 20.6%
Fund Manager information for SBI Small Cap Fund
NameSinceTenure
R. Srinivasan16 Nov 1311.71 Yr.

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

Equity Sector Allocation
SectorValue
Industrials24.69%
Consumer Cyclical19.26%
Financial Services13.95%
Basic Materials13.5%
Consumer Defensive4.53%
Health Care2.33%
Communication Services1.43%
Real Estate1.38%
Technology1.29%
Utility0.21%
Asset Allocation
Asset ClassValue
Cash17.26%
Equity82.56%
Debt0.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jan 24 | EIDPARRY
3%₹1,035 Cr9,324,049
SBFC Finance Ltd (Financial Services)
Equity, Since 31 Aug 23 | SBFC
3%₹1,002 Cr89,318,180
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 May 20 | KPIL
3%₹969 Cr7,900,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | CUB
3%₹911 Cr41,665,000
Deepak Fertilisers & Petrochemicals Corp Ltd (Basic Materials)
Equity, Since 31 Jan 25 | DEEPAKFERT
3%₹898 Cr5,261,203
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
3%₹895 Cr9,716,991
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | KPRMILL
2%₹879 Cr7,700,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jul 24 | CHOLAHLDNG
2%₹851 Cr3,928,227
DOMS Industries Ltd (Industrials)
Equity, Since 31 Dec 23 | DOMS
2%₹832 Cr3,300,000
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Jun 23 | 543308
2%₹830 Cr12,323,990

2. Aditya Birla Sun Life Small Cap Fund

(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.

Research Highlights for Aditya Birla Sun Life Small Cap Fund

  • Bottom quartile AUM (₹5,011 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.05% (bottom quartile).
  • 3Y return: 16.90% (bottom quartile).
  • 1Y return: -7.47% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.43 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (29 Aug 25) ₹82.2854 ↓ -0.29   (-0.35 %)
Net Assets (Cr) ₹5,011 on 31 Jul 25
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio -0.43
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹18,059
31 Aug 22₹17,984
31 Aug 23₹22,820
31 Aug 24₹30,930
31 Aug 25₹28,349

Aditya Birla Sun Life 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 ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Aditya Birla Sun Life 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 29 Aug 25

DurationReturns
1 Month -4.4%
3 Month -1.9%
6 Month 18.1%
1 Year -7.5%
3 Year 16.9%
5 Year 22.1%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 13.4%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Abhinav Khandelwal31 Oct 240.75 Yr.
Dhaval Joshi21 Nov 222.69 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Industrials19.63%
Financial Services18.29%
Consumer Cyclical17.94%
Basic Materials12.33%
Health Care10.28%
Consumer Defensive7.29%
Real Estate4.68%
Technology2.32%
Utility1.47%
Asset Allocation
Asset ClassValue
Cash5.76%
Equity94.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX
3%₹153 Cr171,200
↓ -59,164
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR
2%₹108 Cr223,426
↓ -767
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
2%₹106 Cr171,892
↓ -10,000
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING
2%₹101 Cr906,130
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹100 Cr49,967
↓ -3,500
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
2%₹96 Cr1,924,279
↓ -64,798
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹95 Cr612,219
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 543308
2%₹94 Cr1,395,824
↑ 65,000
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹93 Cr654,721
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 532215
2%₹90 Cr750,000

3. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Research Highlights for Sundaram Mid Cap Fund

  • Lower mid AUM (₹12,596 Cr).
  • Established history (23+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.20% (lower mid).
  • 3Y return: 22.85% (upper mid).
  • 1Y return: -0.94% (upper mid).
  • Alpha: 3.17 (upper mid).
  • Sharpe: -0.17 (upper mid).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (29 Aug 25) ₹1,359.76 ↓ -3.59   (-0.26 %)
Net Assets (Cr) ₹12,596 on 31 Jul 25
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio -0.17
Information Ratio 0
Alpha Ratio 3.17
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹16,070
31 Aug 22₹17,540
31 Aug 23₹20,975
31 Aug 24₹32,405
31 Aug 25₹31,846

Sundaram 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Sundaram Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Aug 25

DurationReturns
1 Month -0.9%
3 Month 0.9%
6 Month 19.3%
1 Year -0.9%
3 Year 22.8%
5 Year 25.2%
10 Year
15 Year
Since launch 23.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 214.43 Yr.
Ratish Varier24 Feb 214.43 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services20.7%
Consumer Cyclical18.14%
Industrials14.84%
Health Care10.71%
Basic Materials10.69%
Technology6.16%
Consumer Defensive4.15%
Real Estate3.78%
Communication Services2.55%
Energy2.1%
Utility1.89%
Asset Allocation
Asset ClassValue
Cash4.27%
Equity95.72%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹439 Cr1,290,127
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
3%₹429 Cr1,712,601
↓ -19,252
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹417 Cr19,545,126
↑ 297,764
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹334 Cr6,016,821
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN
2%₹312 Cr11,560,712
↑ 2,201,053
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹308 Cr3,879,249
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹293 Cr484,892
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹293 Cr1,510,951
↑ 108,999
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 522275
2%₹279 Cr1,179,542
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO
2%₹269 Cr6,144,382

4. 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

  • Highest AUM (₹36,353 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.86% (top quartile).
  • 3Y return: 22.95% (upper mid).
  • 1Y return: -0.95% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.17 (upper 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 (29 Aug 25) ₹139.273 ↓ -0.17   (-0.12 %)
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 ₹612,552.
Net Profit of ₹312,552
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 29 Aug 25

DurationReturns
1 Month -1.7%
3 Month 3.2%
6 Month 22.4%
1 Year -1%
3 Year 23%
5 Year 28.9%
10 Year
15 Year
Since launch 16.3%
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 1411.1 Yr.
Dhruv Muchhal22 Jun 232.11 Yr.

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

Equity Sector Allocation
SectorValue
Industrials23.98%
Consumer Cyclical17.8%
Financial Services14.12%
Technology13.89%
Health Care12.19%
Basic Materials7.29%
Consumer Defensive1.93%
Communication Services1.81%
Utility0.37%
Asset Allocation
Asset ClassValue
Cash6.62%
Equity93.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
6%₹2,040 Cr54,453,120
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | 540975
4%₹1,454 Cr24,394,493
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
4%₹1,320 Cr3,769,293
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | 532134
3%₹1,165 Cr46,828,792
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
3%₹1,016 Cr6,035,882
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL
2%₹850 Cr12,106,772
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹829 Cr2,469,936
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | 532843
2%₹800 Cr10,073,132
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 543308
2%₹771 Cr11,442,105
Sonata Software Ltd (Technology)
Equity, Since 31 Oct 17 | SONATSOFTW
2%₹757 Cr18,452,919
↑ 286,552

5. DSP Small Cap Fund 

(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 

  • Upper mid AUM (₹17,005 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 26.42% (upper mid).
  • 3Y return: 20.36% (lower mid).
  • 1Y return: -2.72% (lower mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.00 (lower mid).

Below is the key information for DSP Small Cap Fund 

DSP Small Cap Fund 
Growth
Launch Date 14 Jun 07
NAV (29 Aug 25) ₹194.34 ↓ -0.30   (-0.15 %)
Net Assets (Cr) ₹17,005 on 31 Jul 25
Category Equity - Small Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.06
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹17,447
31 Aug 22₹19,477
31 Aug 23₹25,063
31 Aug 24₹35,017
31 Aug 25₹33,731

DSP 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 ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for DSP 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 29 Aug 25

DurationReturns
1 Month -3.4%
3 Month 1%
6 Month 22.1%
1 Year -2.7%
3 Year 20.4%
5 Year 26.4%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 20.4%
Fund Manager information for DSP Small Cap Fund 
NameSinceTenure
Vinit Sambre21 Jun 1015.12 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical30.91%
Basic Materials17.97%
Industrials16.06%
Health Care8.87%
Consumer Defensive8.02%
Financial Services6.21%
Technology3.37%
Communication Services0.84%
Utility0.14%
Asset Allocation
Asset ClassValue
Cash7.61%
Equity92.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Lumax Auto Technologies Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | LUMAXTECH
4%₹723 Cr6,150,000
Dodla Dairy Ltd (Consumer Defensive)
Equity, Since 30 Jun 21 | 543306
3%₹538 Cr3,750,000
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Dec 22 | JUBLINGREA
3%₹534 Cr7,000,000
↓ -581,455
Welspun Corp Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 532144
3%₹524 Cr5,671,788
↓ -167,901
LT Foods Ltd (Consumer Defensive)
Equity, Since 31 Dec 17 | 532783
3%₹486 Cr10,000,000
eClerx Services Ltd (Technology)
Equity, Since 28 Feb 18 | ECLERX
3%₹483 Cr1,380,596
↓ -76,657
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹400 Cr2,500,000
Cyient Ltd (Industrials)
Equity, Since 30 Sep 21 | CYIENT
2%₹387 Cr3,000,000
Dhanuka Agritech Ltd (Basic Materials)
Equity, Since 30 Sep 16 | DHANUKA
2%₹349 Cr2,000,000
Triveni Engineering & Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 17 | 532356
2%₹349 Cr9,200,000

6. 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).
  • Established history (19+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.04% (upper mid).
  • 3Y return: 22.63% (upper mid).
  • 1Y return: -10.16% (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 (29 Aug 25) ₹165.63 ↓ -0.12   (-0.07 %)
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 ₹612,552.
Net Profit of ₹312,552
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 29 Aug 25

DurationReturns
1 Month -4.4%
3 Month -3.1%
6 Month 15.6%
1 Year -10.2%
3 Year 22.6%
5 Year 28%
10 Year
15 Year
Since launch 15.4%
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 1114.51 Yr.
Sandeep Manam18 Oct 213.79 Yr.
Akhil Kalluri8 Sep 222.9 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services19.22%
Consumer Cyclical17.77%
Industrials17.76%
Health Care11.03%
Basic Materials9.91%
Technology6.38%
Real Estate4.65%
Consumer Defensive3.77%
Utility2.87%
Energy0.96%
Asset Allocation
Asset ClassValue
Cash5.52%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | 540975
3%₹437 Cr7,329,408
↓ -605,375
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
3%₹429 Cr3,868,691
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
3%₹371 Cr13,859,043
↓ -139,874
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹323 Cr48,064,081
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹314 Cr1,866,828
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 19 | CCL
2%₹277 Cr3,260,279
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹276 Cr4,963,469
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
2%₹276 Cr1,387,967
Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH
2%₹271 Cr3,220,340
PNB Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | PNBHOUSING
2%₹250 Cr2,256,472

7. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

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

Research Highlights for Motilal Oswal Midcap 30 Fund 

  • Upper mid AUM (₹33,609 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 32.15% (top quartile).
  • 3Y return: 28.09% (top quartile).
  • 1Y return: 0.15% (top quartile).
  • Alpha: 3.70 (top quartile).
  • Sharpe: -0.11 (upper mid).
  • Information ratio: 0.44 (top quartile).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (29 Aug 25) ₹101.99 ↓ -0.51   (-0.50 %)
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 ₹673,113.
Net Profit of ₹373,113
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 29 Aug 25

DurationReturns
1 Month 0.4%
3 Month 1.9%
6 Month 15%
1 Year 0.1%
3 Year 28.1%
5 Year 32.2%
10 Year
15 Year
Since launch 22.4%
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 240.83 Yr.
Niket Shah1 Jul 205.09 Yr.
Rakesh Shetty22 Nov 222.69 Yr.
Sunil Sawant1 Jul 241.08 Yr.

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

Equity Sector Allocation
SectorValue
Technology33.7%
Industrials18.11%
Consumer Cyclical17.65%
Health Care4.49%
Communication Services3.99%
Real Estate2.83%
Financial Services2.61%
Asset Allocation
Asset ClassValue
Cash17.17%
Equity82.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,464 Cr18,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹3,172 Cr5,250,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
9%₹3,104 Cr4,992,139
↑ 2,848,945
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
9%₹2,997 Cr1,999,999
↑ 1,164,799
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
8%₹2,501 Cr45,000,000
↑ 1,509,750
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,671 Cr2,550,000
↑ 50,000
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
4%₹1,327 Cr3,500,000
↑ 750,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
4%₹1,318 Cr6,750,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹1,272 Cr9,969,361
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES
3%₹975 Cr1,599,306
↑ 1,599,306

8. 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: 27.93% (upper mid).
  • 3Y return: 23.65% (top quartile).
  • 1Y return: -0.26% (top quartile).
  • Alpha: 5.32 (top quartile).
  • Sharpe: -0.06 (top quartile).
  • Information ratio: 0.20 (top quartile).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (29 Aug 25) ₹98.569 ↓ -0.42   (-0.43 %)
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 ₹598,181.
Net Profit of ₹298,181
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 29 Aug 25

DurationReturns
1 Month -1.2%
3 Month 0.5%
6 Month 18.9%
1 Year -0.3%
3 Year 23.7%
5 Year 27.9%
10 Year
15 Year
Since launch 13.8%
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 240.8 Yr.
Trideep Bhattacharya1 Oct 213.83 Yr.
Raj Koradia1 Aug 241 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.22%
Consumer Cyclical15.12%
Industrials12.62%
Basic Materials10.74%
Technology10.73%
Health Care10.21%
Consumer Defensive5.18%
Real Estate3.27%
Energy2.29%
Communication Services2.24%
Utility0.73%
Asset Allocation
Asset ClassValue
Cash3.65%
Equity96.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
4%₹400 Cr662,031
↑ 88,443
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
3%₹380 Cr2,981,836
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹367 Cr1,908,695
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
3%₹348 Cr197,880
Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 531642
3%₹292 Cr4,048,052
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 532827
2%₹248 Cr50,249
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹242 Cr1,324,191
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | 532814
2%₹236 Cr3,665,623
↑ 487,882
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA
2%₹234 Cr2,120,902
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | 532843
2%₹228 Cr2,865,466

9. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Research Highlights for Franklin India Prima Fund

  • Bottom quartile AUM (₹12,540 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 23.09% (bottom quartile).
  • 3Y return: 21.95% (lower mid).
  • 1Y return: -2.62% (upper mid).
  • Alpha: 1.58 (upper mid).
  • Sharpe: -0.24 (lower mid).
  • Information ratio: -0.17 (bottom quartile).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund
Growth
Launch Date 1 Dec 93
NAV (29 Aug 25) ₹2,684.97 ↓ -7.68   (-0.29 %)
Net Assets (Cr) ₹12,540 on 31 Jul 25
Category Equity - Mid Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.24
Information Ratio -0.17
Alpha Ratio 1.58
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₹16,067
31 Aug 22₹16,410
31 Aug 23₹19,821
31 Aug 24₹30,267
31 Aug 25₹29,190

Franklin India Prima Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Aug 25

DurationReturns
1 Month -2.6%
3 Month -0.5%
6 Month 15.5%
1 Year -2.6%
3 Year 22%
5 Year 23.1%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 31.8%
2023 36.8%
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%
2015 6.8%
Fund Manager information for Franklin India Prima Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.51 Yr.
Sandeep Manam18 Oct 213.79 Yr.
Akhil Kalluri7 Feb 223.48 Yr.

Data below for Franklin India Prima Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services19.93%
Consumer Cyclical18.08%
Basic Materials13.33%
Industrials11.99%
Health Care11.8%
Technology6.48%
Real Estate5.82%
Consumer Defensive3.77%
Communication Services3.74%
Utility1.36%
Energy1.11%
Asset Allocation
Asset ClassValue
Cash2.6%
Equity97.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
3%₹436 Cr20,481,070
↓ -1,458,682
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 21 | 500271
2%₹279 Cr1,692,030
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
2%₹270 Cr1,631,918
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLO
2%₹261 Cr1,499,891
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
2%₹256 Cr901,105
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 14 | HDFCBANK
2%₹245 Cr1,223,175
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | 500480
2%₹244 Cr717,366
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jul 12 | JKCEMENT
2%₹242 Cr392,739
↓ -50,000
PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 543390
2%₹237 Cr1,300,578
Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGE
2%₹234 Cr1,214,825

10. DSP Midcap Fund

(Erstwhile DSP BlackRock Small and Mid 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 midcap 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 Midcap Fund

  • Upper mid AUM (₹19,331 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.50% (bottom quartile).
  • 3Y return: 18.11% (bottom quartile).
  • 1Y return: -3.29% (lower mid).
  • Alpha: 0.09 (upper mid).
  • Sharpe: -0.33 (lower mid).
  • Information ratio: -1.02 (bottom quartile).

Below is the key information for DSP Midcap Fund

DSP Midcap Fund
Growth
Launch Date 14 Nov 06
NAV (29 Aug 25) ₹144.713 ↓ -0.52   (-0.36 %)
Net Assets (Cr) ₹19,331 on 31 Jul 25
Category Equity - Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio -0.33
Information Ratio -1.02
Alpha Ratio 0.09
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹15,124
31 Aug 22₹14,945
31 Aug 23₹17,579
31 Aug 24₹25,349
31 Aug 25₹24,272

DSP Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for DSP Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Aug 25

DurationReturns
1 Month -1.7%
3 Month 1%
6 Month 20%
1 Year -3.3%
3 Year 18.1%
5 Year 18.5%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.4%
2023 38.4%
2022 -4.9%
2021 28.3%
2020 23.6%
2019 9.2%
2018 -10.2%
2017 39.8%
2016 11.4%
2015 7.3%
Fund Manager information for DSP Midcap Fund
NameSinceTenure
Vinit Sambre1 Jul 1213.09 Yr.
Abhishek Ghosh1 Sep 222.92 Yr.

Data below for DSP Midcap Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Consumer Cyclical17.83%
Financial Services15.95%
Basic Materials15.43%
Industrials13.49%
Health Care10.62%
Technology10.15%
Energy2.79%
Consumer Defensive2.62%
Real Estate2.08%
Communication Services1.79%
Utility0.86%
Asset Allocation
Asset ClassValue
Cash6.38%
Equity93.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
5%₹951 Cr4,941,275
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 May 13 | 524494
3%₹645 Cr4,637,728
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Sep 14 | 506395
3%₹583 Cr2,325,640
Supreme Industries Ltd (Industrials)
Equity, Since 31 Aug 15 | 509930
3%₹549 Cr1,249,674
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | 500493
3%₹544 Cr4,156,280
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 15 | 500271
3%₹526 Cr3,193,755
↓ -672,649
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Sep 23 | 532810
3%₹496 Cr11,595,035
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | 540611
3%₹491 Cr6,002,560
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 532827
2%₹469 Cr94,931
Voltas Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | VOLTAS
2%₹464 Cr3,534,728
↑ 928,478

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