बेस्ट मिड एंड स्मॉल कैप इक्विटी म्यूचुअल फंड 2022

Updated on March 18, 2026 , 4031 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।

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

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Aditya Birla Sun Life Small Cap Fund Growth	₹78.6349 ↑ 0.25	₹4,882	-7.2	-9.4	5.5	17	13.3	-3.7
SBI Small Cap Fund Growth	₹151.753 ↑ 0.62	₹34,932	-8.8	-13.6	-2.3	12.2	14.2	-4.9
Sundaram Mid Cap Fund Growth	₹1,308.76 ↑ 5.75	₹13,235	-8.4	-7.7	7.6	23	18	4.1
DSP Small Cap Fund Growth	₹180.788 ↑ 0.57	₹16,886	-7.2	-9.6	6.2	18.5	18.3	-2.8
HDFC Small Cap Fund Growth	₹122.967 ↑ 0.37	₹37,424	-11	-15.6	3.7	16.1	18.8	-0.6
Franklin India Smaller Companies Fund Growth	₹150.516 ↑ 0.50	₹12,934	-8.4	-12.7	0.1	16.5	17.8	-8.4
Edelweiss Mid Cap Fund Growth	₹95.134 ↑ 0.25	₹14,355	-8.4	-7.6	7.4	23.9	19.6	3.8
BNP Paribas Mid Cap Fund Growth	₹98.0718 ↑ 0.32	₹2,341	-5.9	-4.3	7.2	19.8	16.4	2.5
DSP Midcap Fund Growth	₹137.366 ↑ 0.45	₹19,641	-7.9	-8.9	6.9	19.1	12.8	1.7
Sundaram Small Cap Fund Growth	₹232.264 ↓ -0.21	₹3,306	-9.6	-12.3	4.7	17.3	17.3	0.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	Aditya Birla Sun Life Small Cap Fund	SBI Small Cap Fund	Sundaram Mid Cap Fund	DSP Small Cap Fund	HDFC Small Cap Fund	Franklin India Smaller Companies Fund	Edelweiss Mid Cap Fund	BNP Paribas Mid Cap Fund	DSP Midcap Fund	Sundaram Small Cap Fund
Point 1	Bottom quartile AUM (₹4,882 Cr).	Top quartile AUM (₹34,932 Cr).	Lower mid AUM (₹13,235 Cr).	Upper mid AUM (₹16,886 Cr).	Highest AUM (₹37,424 Cr).	Lower mid AUM (₹12,934 Cr).	Upper mid AUM (₹14,355 Cr).	Bottom quartile AUM (₹2,341 Cr).	Upper mid AUM (₹19,641 Cr).	Bottom quartile AUM (₹3,306 Cr).
Point 2	Established history (18+ yrs).	Established history (16+ yrs).	Oldest track record among peers (23 yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Established history (20+ yrs).	Established history (18+ yrs).	Established history (19+ yrs).	Established history (19+ yrs).	Established history (21+ 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: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 13.25% (bottom quartile).	5Y return: 14.17% (bottom quartile).	5Y return: 17.96% (upper mid).	5Y return: 18.26% (upper mid).	5Y return: 18.77% (top quartile).	5Y return: 17.78% (upper mid).	5Y return: 19.55% (top quartile).	5Y return: 16.37% (lower mid).	5Y return: 12.78% (bottom quartile).	5Y return: 17.27% (lower mid).
Point 6	3Y return: 17.00% (lower mid).	3Y return: 12.18% (bottom quartile).	3Y return: 22.99% (top quartile).	3Y return: 18.51% (upper mid).	3Y return: 16.07% (bottom quartile).	3Y return: 16.53% (bottom quartile).	3Y return: 23.92% (top quartile).	3Y return: 19.77% (upper mid).	3Y return: 19.11% (upper mid).	3Y return: 17.33% (lower mid).
Point 7	1Y return: 5.46% (lower mid).	1Y return: -2.30% (bottom quartile).	1Y return: 7.63% (top quartile).	1Y return: 6.15% (upper mid).	1Y return: 3.67% (bottom quartile).	1Y return: 0.10% (bottom quartile).	1Y return: 7.40% (top quartile).	1Y return: 7.25% (upper mid).	1Y return: 6.90% (upper mid).	1Y return: 4.66% (lower mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 0.00 (lower mid).	Alpha: 2.64 (upper mid).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Alpha: -0.83 (bottom quartile).	Alpha: 1.12 (upper mid).	Alpha: 2.75 (top quartile).	Alpha: 2.54 (upper mid).	Alpha: 6.09 (top quartile).
Point 9	Sharpe: 0.95 (lower mid).	Sharpe: 0.34 (bottom quartile).	Sharpe: 1.49 (top quartile).	Sharpe: 0.90 (lower mid).	Sharpe: 0.86 (bottom quartile).	Sharpe: 0.48 (bottom quartile).	Sharpe: 1.33 (upper mid).	Sharpe: 1.59 (top quartile).	Sharpe: 1.46 (upper mid).	Sharpe: 1.01 (upper mid).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.16 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: -0.58 (bottom quartile).	Information ratio: 0.33 (top quartile).	Information ratio: -0.68 (bottom quartile).	Information ratio: -0.74 (bottom quartile).	Information ratio: -0.31 (lower mid).

Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹4,882 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.25% (bottom quartile).
3Y return: 17.00% (lower mid).
1Y return: 5.46% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.95 (lower mid).
Information ratio: 0.00 (upper mid).

SBI Small Cap Fund

Top quartile AUM (₹34,932 Cr).
Established history (16+ yrs).
Rating: 5★ (top quartile).
Risk profile: Moderately High.
5Y return: 14.17% (bottom quartile).
3Y return: 12.18% (bottom quartile).
1Y return: -2.30% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.34 (bottom quartile).
Information ratio: 0.00 (upper mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹13,235 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.96% (upper mid).
3Y return: 22.99% (top quartile).
1Y return: 7.63% (top quartile).
Alpha: 2.64 (upper mid).
Sharpe: 1.49 (top quartile).
Information ratio: 0.16 (top quartile).

DSP Small Cap Fund

Upper mid AUM (₹16,886 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.26% (upper mid).
3Y return: 18.51% (upper mid).
1Y return: 6.15% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.90 (lower mid).
Information ratio: 0.00 (upper mid).

HDFC Small Cap Fund

Highest AUM (₹37,424 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.77% (top quartile).
3Y return: 16.07% (bottom quartile).
1Y return: 3.67% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.86 (bottom quartile).
Information ratio: 0.00 (lower mid).

Franklin India Smaller Companies Fund

Lower mid AUM (₹12,934 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.78% (upper mid).
3Y return: 16.53% (bottom quartile).
1Y return: 0.10% (bottom quartile).
Alpha: -0.83 (bottom quartile).
Sharpe: 0.48 (bottom quartile).
Information ratio: -0.58 (bottom quartile).

Edelweiss Mid Cap Fund

Upper mid AUM (₹14,355 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 19.55% (top quartile).
3Y return: 23.92% (top quartile).
1Y return: 7.40% (top quartile).
Alpha: 1.12 (upper mid).
Sharpe: 1.33 (upper mid).
Information ratio: 0.33 (top quartile).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,341 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 16.37% (lower mid).
3Y return: 19.77% (upper mid).
1Y return: 7.25% (upper mid).
Alpha: 2.75 (top quartile).
Sharpe: 1.59 (top quartile).
Information ratio: -0.68 (bottom quartile).

DSP Midcap Fund

Upper mid AUM (₹19,641 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.78% (bottom quartile).
3Y return: 19.11% (upper mid).
1Y return: 6.90% (upper mid).
Alpha: 2.54 (upper mid).
Sharpe: 1.46 (upper mid).
Information ratio: -0.74 (bottom quartile).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,306 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.27% (lower mid).
3Y return: 17.33% (lower mid).
1Y return: 4.66% (lower mid).
Alpha: 6.09 (top quartile).
Sharpe: 1.01 (upper mid).
Information ratio: -0.31 (lower mid).

1. 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 (₹4,882 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.25% (bottom quartile).
3Y return: 17.00% (lower mid).
1Y return: 5.46% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.95 (lower mid).
Information ratio: 0.00 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Navin Fluorine International Ltd (~2.9%).

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 (20 Mar 26)	₹78.6349 ↑ 0.25 (0.32 %)
Net Assets (Cr)	₹4,882 on 28 Feb 26
Category	Equity - Small Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	0.95
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
28 Feb 21	₹10,000
28 Feb 22	₹11,988
28 Feb 23	₹12,024
29 Feb 24	₹17,652
28 Feb 25	₹16,665
28 Feb 26	₹20,103

Aditya Birla Sun Life Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 20 Mar 26

Duration	Returns
1 Month	-7.4%
3 Month	-7.2%
6 Month	-9.4%
1 Year	5.5%
3 Year	17%
5 Year	13.3%
10 Year
15 Year
Since launch	11.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-3.7%
2023	21.5%
2022	39.4%
2021	-6.5%
2020	51.4%
2019	19.8%
2018	-11.5%
2017	-22.6%
2016	56.7%
2015	9.7%

Fund Manager information for Aditya Birla Sun Life Small Cap Fund

Name	Since	Tenure
Abhinav Khandelwal	31 Oct 24	1.33 Yr.
Dhaval Joshi	21 Nov 22	3.27 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	22.86%
Consumer Cyclical	16.16%
Industrials	15.26%
Health Care	14.35%
Basic Materials	11.61%
Consumer Defensive	7.2%
Real Estate	4.2%
Technology	2.43%
Utility	1.42%

Asset Allocation

Asset Class	Value
Cash	4.5%
Equity	95.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jul 20 \| NAVINFLUOR	3%	₹144 Cr	230,000 ↓ -10,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Dec 24 \| MCX	3%	₹138 Cr	566,000
Sai Life Sciences Ltd (Healthcare) Equity, Since 30 Jun 25 \| SAILIFE	3%	₹128 Cr	1,286,665 ↑ 40,880
TD Power Systems Ltd (Industrials) Equity, Since 30 Jun 23 \| TDPOWERSYS	2%	₹119 Cr	1,312,944 ↓ -149,060
Karur Vysya Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| KARURVYSYA	2%	₹113 Cr	3,472,155 ↓ -600,000
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 31 May 20 \| CCL	2%	₹109 Cr	1,078,825
Ramco Cements Ltd (Basic Materials) Equity, Since 28 Feb 25 \| RAMCOCEM	2%	₹97 Cr	858,998
Arvind Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| ARVIND	2%	₹93 Cr	2,642,013
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Dec 23 \| 543308	2%	₹89 Cr	1,200,000
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Aug 24 \| PNBHOUSING	2%	₹89 Cr	1,081,130

2. 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 (₹34,932 Cr).
Established history (16+ yrs).
Rating: 5★ (top quartile).
Risk profile: Moderately High.
5Y return: 14.17% (bottom quartile).
3Y return: 12.18% (bottom quartile).
1Y return: -2.30% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.34 (bottom quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~90%).
High-quality debt (AAA/AA ~100%).
Largest holding Ather Energy Ltd (~4.1%).

Below is the key information for SBI Small Cap Fund

SBI Small Cap Fund Growth
Launch Date	9 Sep 09
NAV (20 Mar 26)	₹151.753 ↑ 0.62 (0.41 %)
Net Assets (Cr)	₹34,932 on 28 Feb 26
Category	Equity - Small Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	0.34
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
28 Feb 21	₹10,000
28 Feb 22	₹12,674
28 Feb 23	₹14,023
29 Feb 24	₹19,201
28 Feb 25	₹18,725
28 Feb 26	₹20,511

SBI Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 20 Mar 26

Duration	Returns
1 Month	-6.3%
3 Month	-8.8%
6 Month	-13.6%
1 Year	-2.3%
3 Year	12.2%
5 Year	14.2%
10 Year
15 Year
Since launch	17.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-4.9%
2023	24.1%
2022	25.3%
2021	8.1%
2020	47.6%
2019	33.6%
2018	6.1%
2017	-19.6%
2016	78.7%
2015	1.3%

Fund Manager information for SBI Small Cap Fund

Name	Since	Tenure
R. Srinivasan	16 Nov 13	12.29 Yr.

Data below for SBI Small Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	24.5%
Industrials	23.21%
Financial Services	13.97%
Basic Materials	13.24%
Consumer Defensive	3.46%
Technology	3.41%
Health Care	2.63%
Real Estate	0.88%
Communication Services	0.71%

Asset Allocation

Asset Class	Value
Cash	9.47%
Equity	89.64%
Debt	0.88%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Ather Energy Ltd (Consumer Cyclical) Equity, Since 30 Apr 25 \| ATHERENERG	4%	₹1,429 Cr	20,096,960
Nifty Index 30-03-2026 Derivatives, Since 28 Feb 26 \| -	4%	₹1,267 Cr	500,175 ↑ 500,175
City Union Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| CUB	3%	₹1,122 Cr	39,623,392 ↓ -1,794,671
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| ZFCVINDIA	3%	₹1,061 Cr	700,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 May 20 \| KPIL	3%	₹980 Cr	7,900,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Mar 20 \| NAVINFLUOR	3%	₹938 Cr	1,500,000
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 30 Jun 23 \| 543308	3%	₹918 Cr	12,323,990
SBFC Finance Ltd (Financial Services) Equity, Since 31 Aug 23 \| SBFC	2%	₹831 Cr	89,318,180
Belrise Industries Ltd (Consumer Cyclical) Equity, Since 31 Dec 25 \| BELRISE	2%	₹817 Cr	43,542,092
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jan 24 \| EIDPARRY	2%	₹807 Cr	9,324,049

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 (₹13,235 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.96% (upper mid).
3Y return: 22.99% (top quartile).
1Y return: 7.63% (top quartile).
Alpha: 2.64 (upper mid).
Sharpe: 1.49 (top quartile).
Information ratio: 0.16 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Cummins India Ltd (~4.0%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (20 Mar 26)	₹1,308.76 ↑ 5.75 (0.44 %)
Net Assets (Cr)	₹13,235 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	1.49
Information Ratio	0.16
Alpha Ratio	2.64
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,756
28 Feb 23	₹12,516
29 Feb 24	₹19,012
28 Feb 25	₹19,816
28 Feb 26	₹24,742

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 20 Mar 26

Duration	Returns
1 Month	-8.2%
3 Month	-8.4%
6 Month	-7.7%
1 Year	7.6%
3 Year	23%
5 Year	18%
10 Year
15 Year
Since launch	22.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.1%
2023	32%
2022	40.4%
2021	4.8%
2020	37.5%
2019	11.8%
2018	-0.3%
2017	-15.4%
2016	40.8%
2015	11.3%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	5.01 Yr.
Shalav Saket	31 Dec 25	0.16 Yr.

Data below for Sundaram Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	21.22%
Industrials	16.23%
Consumer Cyclical	15.62%
Health Care	9.91%
Basic Materials	9.67%
Technology	6.68%
Consumer Defensive	6.25%
Real Estate	3.53%
Utility	2.73%
Communication Services	2.71%
Energy	2.08%

Asset Allocation

Asset Class	Value
Cash	3.27%
Equity	96.71%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	4%	₹533 Cr	1,087,767 ↓ -31,544
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹447 Cr	1,161,757 ↓ -29,598
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹430 Cr	11,498,475 ↓ -13,029
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	3%	₹356 Cr	1,601,739
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹312 Cr	10,399,688 ↓ -182,738
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| INDIANB	2%	₹283 Cr	2,859,289
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| 539437	2%	₹281 Cr	38,278,844 ↑ 300,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹276 Cr	6,735,835
Jindal Steel Ltd (Basic Materials) Equity, Since 30 Nov 20 \| JINDALSTEL	2%	₹276 Cr	2,219,329 ↓ -160,889
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Oct 21 \| HINDPETRO	2%	₹275 Cr	6,264,200

4. 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 (₹16,886 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.26% (upper mid).
3Y return: 18.51% (upper mid).
1Y return: 6.15% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.90 (lower mid).
Information ratio: 0.00 (upper mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Lumax Auto Technologies Ltd (~6.4%).

Below is the key information for DSP Small Cap Fund

DSP Small Cap Fund Growth
Launch Date	14 Jun 07
NAV (20 Mar 26)	₹180.788 ↑ 0.57 (0.32 %)
Net Assets (Cr)	₹16,886 on 28 Feb 26
Category	Equity - Small Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	0.9
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
28 Feb 21	₹10,000
28 Feb 22	₹13,376
28 Feb 23	₹14,145
29 Feb 24	₹21,059
28 Feb 25	₹20,502
28 Feb 26	₹25,074

DSP Small Cap Fund SIP 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 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 20 Mar 26

Duration	Returns
1 Month	-7.1%
3 Month	-7.2%
6 Month	-9.6%
1 Year	6.2%
3 Year	18.5%
5 Year	18.3%
10 Year
15 Year
Since launch	16.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-2.8%
2023	25.6%
2022	41.2%
2021	0.5%
2020	58.9%
2019	33.1%
2018	0.7%
2017	-25.5%
2016	42.8%
2015	12.7%

Fund Manager information for DSP Small Cap Fund

Name	Since	Tenure
Vinit Sambre	21 Jun 10	15.7 Yr.

Data below for DSP Small Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	35.11%
Basic Materials	16.07%
Industrials	15.8%
Health Care	9.68%
Financial Services	7.83%
Consumer Defensive	7.13%
Technology	2.43%
Communication Services	0.5%
Utility	0.11%

Asset Allocation

Asset Class	Value
Cash	5.33%
Equity	94.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Lumax Auto Technologies Ltd (Consumer Cyclical) Equity, Since 30 Jun 18 \| LUMAXTECH	6%	₹1,089 Cr	6,196,634
Thangamayil Jewellery Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| THANGAMAYL	4%	₹664 Cr	1,677,908
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Mar 23 \| KIRLOSENG	3%	₹548 Cr	3,936,792 ↓ -63,208
Welspun Corp Ltd (Basic Materials) Equity, Since 31 Mar 21 \| WELCORP	3%	₹454 Cr	5,500,000
Dodla Dairy Ltd (Consumer Defensive) Equity, Since 30 Jun 21 \| 543306	3%	₹438 Cr	3,750,000
Sansera Engineering Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| 543358	2%	₹415 Cr	1,770,029
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials) Equity, Since 31 Dec 22 \| JUBLINGREA	2%	₹410 Cr	7,000,000
LT Foods Ltd (Consumer Defensive) Equity, Since 31 Dec 17 \| 532783	2%	₹402 Cr	10,000,000
Triveni Engineering & Industries Ltd (Consumer Defensive) Equity, Since 31 Aug 17 \| TRIVENI	2%	₹363 Cr	9,200,000
eClerx Services Ltd (Technology) Equity, Since 28 Feb 18 \| ECLERX	2%	₹351 Cr	1,105,918

5. HDFC Small Cap Fund

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

Research Highlights for HDFC Small Cap Fund

Highest AUM (₹37,424 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.77% (top quartile).
3Y return: 16.07% (bottom quartile).
1Y return: 3.67% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.86 (bottom quartile).
Information ratio: 0.00 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~4.2%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund Growth
Launch Date	3 Apr 08
NAV (20 Mar 26)	₹122.967 ↑ 0.37 (0.30 %)
Net Assets (Cr)	₹37,424 on 28 Feb 26
Category	Equity - Small Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	0.86
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
28 Feb 21	₹10,000
28 Feb 22	₹13,233
28 Feb 23	₹15,045
29 Feb 24	₹23,066
28 Feb 25	₹21,746
28 Feb 26	₹25,584

HDFC Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 20 Mar 26

Duration	Returns
1 Month	-8.4%
3 Month	-11%
6 Month	-15.6%
1 Year	3.7%
3 Year	16.1%
5 Year	18.8%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-0.6%
2023	20.4%
2022	44.8%
2021	4.6%
2020	64.9%
2019	20.2%
2018	-9.5%
2017	-8.1%
2016	60.8%
2015	5.4%

Fund Manager information for HDFC Small Cap Fund

Name	Since	Tenure
Chirag Setalvad	28 Jun 14	11.68 Yr.
Dhruv Muchhal	22 Jun 23	2.69 Yr.

Data below for HDFC Small Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Industrials	22.97%
Consumer Cyclical	20.17%
Financial Services	13.84%
Health Care	11.71%
Technology	9.89%
Basic Materials	7.46%
Consumer Defensive	4.29%
Communication Services	1.6%

Asset Allocation

Asset Class	Value
Cash	8.07%
Equity	91.93%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Jun 19 \| ASTERDM	4%	₹1,575 Cr	24,067,031 ↑ 139,897
Bank of Baroda (Financial Services) Equity, Since 31 Mar 19 \| BANKBARODA	4%	₹1,508 Cr	46,828,792
Firstsource Solutions Ltd (Technology) Equity, Since 31 Mar 18 \| FSL	3%	₹1,197 Cr	56,160,355 ↑ 895,993
eClerx Services Ltd (Technology) Equity, Since 31 Mar 18 \| ECLERX	3%	₹967 Cr	3,046,989 ↑ 45,000
Indian Bank (Financial Services) Equity, Since 31 Jul 16 \| INDIANB	3%	₹960 Cr	9,688,128
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| GABRIEL	2%	₹928 Cr	9,293,189 ↑ 50,000
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	2%	₹897 Cr	6,601,945 ↑ 45,294
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 23 \| FORTIS	2%	₹890 Cr	9,440,132
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Jul 23 \| 543308	2%	₹830 Cr	11,133,566 ↑ 6,400
Great Eastern Shipping Co Ltd (Industrials) Equity, Since 31 Jan 15 \| GESHIP	2%	₹700 Cr	5,229,582

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 (₹12,934 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.78% (upper mid).
3Y return: 16.53% (bottom quartile).
1Y return: 0.10% (bottom quartile).
Alpha: -0.83 (bottom quartile).
Sharpe: 0.48 (bottom quartile).
Information ratio: -0.58 (bottom quartile).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
High-quality debt (AAA/AA ~100%).
Largest holding Syrma SGS Technology Ltd (~2.5%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (20 Mar 26)	₹150.516 ↑ 0.50 (0.33 %)
Net Assets (Cr)	₹12,934 on 28 Feb 26
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	0.48
Information Ratio	-0.58
Alpha Ratio	-0.83
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
28 Feb 21	₹10,000
28 Feb 22	₹12,900
28 Feb 23	₹14,491
29 Feb 24	₹22,639
28 Feb 25	₹21,539
28 Feb 26	₹24,128

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 20 Mar 26

Duration	Returns
1 Month	-7.3%
3 Month	-8.4%
6 Month	-12.7%
1 Year	0.1%
3 Year	16.5%
5 Year	17.8%
10 Year
15 Year
Since launch	14.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-8.4%
2023	23.2%
2022	52.1%
2021	3.6%
2020	56.4%
2019	18.7%
2018	-5%
2017	-17.4%
2016	43.5%
2015	10.2%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	15.09 Yr.
Sandeep Manam	18 Oct 21	4.37 Yr.
Akhil Kalluri	8 Sep 22	3.48 Yr.

Data below for Franklin India Smaller Companies Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	18.2%
Financial Services	18.2%
Industrials	18.18%
Basic Materials	10.17%
Health Care	9.95%
Technology	8.1%
Real Estate	3.71%
Consumer Defensive	3.44%
Utility	3.41%

Asset Allocation

Asset Class	Value
Cash	6.65%
Equity	93.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹320 Cr	3,895,864
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹309 Cr	48,064,081
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	2%	₹306 Cr	4,675,704
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| BRIGADE	2%	₹269 Cr	3,868,691
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹266 Cr	2,616,654 ↓ -393,625
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 30 Nov 22 \| KIRLOSENG	2%	₹258 Cr	1,850,935 ↓ -250,000
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹254 Cr	1,866,828
Kajaria Ceramics Ltd (Industrials) Equity, Since 30 Apr 25 \| KAJARIACER	2%	₹239 Cr	2,499,656 ↑ 400,000
DCB Bank Ltd (Financial Services) Equity, Since 31 May 18 \| DCBBANK	2%	₹226 Cr	12,199,095
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 16 \| DEEPAKNTR	2%	₹219 Cr	1,387,967

7. 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

Upper mid AUM (₹14,355 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 19.55% (top quartile).
3Y return: 23.92% (top quartile).
1Y return: 7.40% (top quartile).
Alpha: 1.12 (upper mid).
Sharpe: 1.33 (upper mid).
Information ratio: 0.33 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Marico Ltd (~2.4%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (20 Mar 26)	₹95.134 ↑ 0.25 (0.26 %)
Net Assets (Cr)	₹14,355 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	1.33
Information Ratio	0.33
Alpha Ratio	1.12
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹12,244
28 Feb 23	₹13,055
29 Feb 24	₹19,720
28 Feb 25	₹21,295
28 Feb 26	₹26,435

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 20 Mar 26

Duration	Returns
1 Month	-7.8%
3 Month	-8.4%
6 Month	-7.6%
1 Year	7.4%
3 Year	23.9%
5 Year	19.6%
10 Year
15 Year
Since launch	13.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.8%
2023	38.9%
2022	38.4%
2021	2.4%
2020	50.3%
2019	26.4%
2018	5.2%
2017	-15.7%
2016	52.3%
2015	2.5%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	1.38 Yr.
Trideep Bhattacharya	1 Oct 21	4.41 Yr.
Raj Koradia	1 Aug 24	1.58 Yr.

Data below for Edelweiss Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	29.15%
Industrials	13.9%
Consumer Cyclical	13.5%
Basic Materials	11.16%
Health Care	8.33%
Technology	5.74%
Consumer Defensive	4.88%
Communication Services	3.24%
Energy	2.94%
Real Estate	2.24%
Utility	1.67%

Asset Allocation

Asset Class	Value
Cash	3.25%
Equity	96.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	2%	₹348 Cr	4,417,032
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹335 Cr	1,372,945
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹335 Cr	11,159,723
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹326 Cr	3,454,648
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| INDIANB	2%	₹309 Cr	3,120,547
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Jun 22 \| APLAPOLLO	2%	₹287 Cr	1,286,528
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| 539437	2%	₹283 Cr	38,471,898 ↑ 5,202,889
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	2%	₹274 Cr	5,661,327 ↑ 266,825
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| AUBANK	2%	₹272 Cr	2,842,581 ↑ 483,803
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 19 \| JKCEMENT	2%	₹253 Cr	447,202 ↑ 75,771

8. BNP Paribas Mid Cap Fund

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

Bottom quartile AUM (₹2,341 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 16.37% (lower mid).
3Y return: 19.77% (upper mid).
1Y return: 7.25% (upper mid).
Alpha: 2.75 (top quartile).
Sharpe: 1.59 (top quartile).
Information ratio: -0.68 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding GE Vernova T&D India Ltd (~4.1%).

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund Growth
Launch Date	2 May 06
NAV (20 Mar 26)	₹98.0718 ↑ 0.32 (0.33 %)
Net Assets (Cr)	₹2,341 on 28 Feb 26
Category	Equity - Mid Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2
Sharpe Ratio	1.59
Information Ratio	-0.68
Alpha Ratio	2.75
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
28 Feb 21	₹10,000
28 Feb 22	₹12,180
28 Feb 23	₹12,632
29 Feb 24	₹18,532
28 Feb 25	₹18,890
28 Feb 26	₹23,019

BNP Paribas Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for BNP Paribas 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 20 Mar 26

Duration	Returns
1 Month	-6.8%
3 Month	-5.9%
6 Month	-4.3%
1 Year	7.2%
3 Year	19.8%
5 Year	16.4%
10 Year
15 Year
Since launch	12.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	2.5%
2023	28.5%
2022	32.6%
2021	4.7%
2020	41.5%
2019	23.1%
2018	5.2%
2017	-17.5%
2016	49%
2015	-1.2%

Fund Manager information for BNP Paribas Mid Cap Fund

Name	Since	Tenure
Pratish Krishnan	29 Nov 25	0.25 Yr.
Himanshu Singh	21 Oct 24	1.36 Yr.

Data below for BNP Paribas Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	24.67%
Industrials	17.73%
Consumer Cyclical	17.23%
Basic Materials	12.25%
Health Care	12.21%
Technology	5.57%
Energy	2.06%
Real Estate	1.91%
Consumer Defensive	1.03%
Communication Services	0.86%

Asset Allocation

Asset Class	Value
Cash	3.61%
Equity	95.54%
Debt	0.84%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	4%	₹96 Cr	250,000
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 31 Dec 22 \| POWERINDIA	3%	₹77 Cr	30,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| INDIANB	3%	₹73 Cr	740,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Jul 16 \| FEDERALBNK	3%	₹60 Cr	2,000,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Apr 23 \| NAVINFLUOR	3%	₹60 Cr	95,608 ↓ -4,392
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Jan 24 \| BHEL	2%	₹53 Cr	2,000,000
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Nov 24 \| HINDPETRO	2%	₹48 Cr	1,100,000
Sundaram Finance Ltd (Financial Services) Equity, Since 31 May 16 \| SUNDARMFIN	2%	₹47 Cr	85,000
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 23 \| 543390	2%	₹47 Cr	315,000 ↓ -35,000
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jan 24 \| IPCALAB	2%	₹46 Cr	300,000

9. 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 (₹19,641 Cr).
Established history (19+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.78% (bottom quartile).
3Y return: 19.11% (upper mid).
1Y return: 6.90% (upper mid).
Alpha: 2.54 (upper mid).
Sharpe: 1.46 (upper mid).
Information ratio: -0.74 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Ipca Laboratories Ltd (~3.1%).

Below is the key information for DSP Midcap Fund

DSP Midcap Fund Growth
Launch Date	14 Nov 06
NAV (20 Mar 26)	₹137.366 ↑ 0.45 (0.33 %)
Net Assets (Cr)	₹19,641 on 28 Feb 26
Category	Equity - Mid Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.68
Sharpe Ratio	1.46
Information Ratio	-0.74
Alpha Ratio	2.54
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
28 Feb 21	₹10,000
28 Feb 22	₹11,276
28 Feb 23	₹11,197
29 Feb 24	₹15,725
28 Feb 25	₹16,063
28 Feb 26	₹19,941

DSP Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 20 Mar 26

Duration	Returns
1 Month	-8.2%
3 Month	-7.9%
6 Month	-8.9%
1 Year	6.9%
3 Year	19.1%
5 Year	12.8%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	1.7%
2023	22.4%
2022	38.4%
2021	-4.9%
2020	28.3%
2019	23.6%
2018	9.2%
2017	-10.2%
2016	39.8%
2015	11.4%

Fund Manager information for DSP Midcap Fund

Name	Since	Tenure
Vinit Sambre	1 Jul 12	13.67 Yr.
Abhishek Ghosh	1 Sep 22	3.5 Yr.

Data below for DSP Midcap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	23.47%
Consumer Cyclical	17.55%
Basic Materials	14.36%
Industrials	13.59%
Health Care	10.26%
Technology	7.31%
Communication Services	3.14%
Energy	2.87%
Real Estate	2.23%
Consumer Defensive	0.99%

Asset Allocation

Asset Class	Value
Cash	4.21%
Equity	95.79%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 May 13 \| IPCALAB	3%	₹611 Cr	3,996,207 ↓ -294,729
Coforge Ltd (Technology) Equity, Since 31 Mar 22 \| COFORGE	3%	₹586 Cr	4,941,275
Voltas Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| VOLTAS	3%	₹568 Cr	3,639,527
Schaeffler India Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| SCHAEFFLER	3%	₹551 Cr	1,265,170
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Oct 24 \| JINDALSTEL	3%	₹544 Cr	4,374,445
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 24 \| FORTIS	3%	₹539 Cr	5,713,758
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 15 \| MFSL	3%	₹534 Cr	2,946,419
Coromandel International Ltd (Basic Materials) Equity, Since 30 Sep 14 \| COROMANDEL	3%	₹507 Cr	2,282,965
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 16 \| FEDERALBNK	2%	₹471 Cr	15,691,347
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 29 Feb 20 \| BHARATFORG	2%	₹461 Cr	2,413,073

10. Sundaram Small Cap Fund

(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

Bottom quartile AUM (₹3,306 Cr).
Established history (21+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.27% (lower mid).
3Y return: 17.33% (lower mid).
1Y return: 4.66% (lower mid).
Alpha: 6.09 (top quartile).
Sharpe: 1.01 (upper mid).
Information ratio: -0.31 (lower mid).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding MTAR Technologies Ltd (~4.1%).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund Growth
Launch Date	15 Feb 05
NAV (20 Mar 26)	₹232.264 ↓ -0.21 (-0.09 %)
Net Assets (Cr)	₹3,306 on 28 Feb 26
Category	Equity - Small Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.94
Sharpe Ratio	1.01
Information Ratio	-0.31
Alpha Ratio	6.09
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
28 Feb 21	₹10,000
28 Feb 22	₹13,411
28 Feb 23	₹14,148
29 Feb 24	₹21,580
28 Feb 25	₹20,330
28 Feb 26	₹24,434

Sundaram Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Sundaram 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 20 Mar 26

Duration	Returns
1 Month	-8.9%
3 Month	-9.6%
6 Month	-12.3%
1 Year	4.7%
3 Year	17.3%
5 Year	17.3%
10 Year
15 Year
Since launch	16.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.4%
2023	19.1%
2022	45.3%
2021	-2.1%
2020	60.3%
2019	26.2%
2018	-6.1%
2017	-29.2%
2016	55.6%
2015	-0.1%

Fund Manager information for Sundaram Small Cap Fund

Name	Since	Tenure
Rohit Seksaria	1 Nov 22	3.33 Yr.

Data below for Sundaram Small Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.38%
Industrials	18.92%
Financial Services	18.89%
Health Care	11.68%
Basic Materials	8.86%
Communication Services	4.43%
Technology	3.77%
Consumer Defensive	2.63%
Real Estate	2.09%
Utility	1.14%

Asset Allocation

Asset Class	Value
Cash	6.01%
Equity	93.77%
Debt	0.22%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
MTAR Technologies Ltd (Industrials) Equity, Since 31 Dec 24 \| MTARTECH	4%	₹134 Cr	352,589 ↓ -77,711
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	3%	₹110 Cr	1,681,362
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543387	3%	₹102 Cr	577,256
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jul 24 \| EIDPARRY	3%	₹87 Cr	1,006,386 ↑ 19,175
DCB Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| DCBBANK	2%	₹82 Cr	4,443,809
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	2%	₹82 Cr	992,680
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 21 \| 523025	2%	₹81 Cr	451,011 ↑ 19,090
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	2%	₹80 Cr	106,539 ↓ -25,549
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| 543417	2%	₹79 Cr	1,501,698 ↑ 67,177
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	2%	₹78 Cr	569,645 ↑ 58

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