+91-22-48913909भारत में निवेश करने के लिए सर्वश्रेष्ठ मिड और स्मॉल कैप म्युचुअल फंड 2022
सर्वश्रेष्ठ मध्य की तलाश मेंस्मॉल कैप फंड? कुंआ,मध्यम दर्जे की कंपनियों के शेयर & छोटी टोपीम्यूचुअल फंड्स लंबी अवधि के लिए सबसे अच्छे धन सृजन उपकरणों में से एक हैंवित्तीय लक्ष्यों. इन वित्तीय लक्ष्यों में बच्चे की शिक्षा,सेवानिवृत्ति योजना, आदि। मिड और स्मॉल कैप को आमतौर पर फर्मों के रूप में परिभाषित किया जाता हैमंडी 500 करोड़ रुपये से कम का पूंजीकरण। और 10 रुपये से कम का मिडकैप बाजार पूंजीकरण,000 करोड़। लेकिन, लार्ज कैप कंपनियों की तुलना में मिड और स्मॉल कैप में विफलता का जोखिम अधिक होता है। हालांकि, मिड और स्मॉल कैप फंड पोर्टफोलियो में विविधता लाने में मदद करते हैं और निवेशक समग्र पोर्टफोलियो में एक छोटा आवंटन ले सकते हैं। इन फंडों में निवेश करने की योजना बना रहे निवेशक, नीचे सूचीबद्ध सर्वश्रेष्ठ प्रदर्शन करने वाले मिड और स्मॉल कैप फंडों में से एक फंड चुन सकते हैं।
Talk to our investment specialist
भारत में निवेश करने के लिए शीर्ष 7 सर्वश्रेष्ठ मिड और स्मॉल कैप फंड 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Small Cap Fund Growth ₹151.921
↑ 0.48 ₹67,642 -7.8 -11.9 1.8 19.2 21.1 -4.7 Motilal Oswal Midcap 30 Fund Growth ₹83.6653
↑ 0.24 ₹33,689 -16.8 -20.9 -8.3 19.4 20.9 -12.1 HDFC Mid-Cap Opportunities Fund Growth ₹185.306
↑ 1.19 ₹94,257 -8.7 -6.6 8.1 23.5 20.6 6.8 Edelweiss Mid Cap Fund Growth ₹95.134
↑ 0.25 ₹14,355 -8.4 -7.6 7.4 23.9 19.6 3.8 Invesco India Mid Cap Fund Growth ₹163.46
↑ 0.38 ₹10,772 -11.3 -11.6 8.6 24.8 18.9 6.3 HDFC Small Cap Fund Growth ₹122.967
↑ 0.37 ₹37,424 -11 -15.6 3.7 16.1 18.8 -0.6 ICICI Prudential MidCap Fund Growth ₹298.56
↑ 0.91 ₹7,280 -3.9 -1.7 16.6 23.9 18.7 11.1 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 7 Funds showcased
Commentary Nippon India Small Cap Fund Motilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund HDFC Small Cap Fund ICICI Prudential MidCap Fund Point 1 Upper mid AUM (₹67,642 Cr). Lower mid AUM (₹33,689 Cr). Highest AUM (₹94,257 Cr). Lower mid AUM (₹14,355 Cr). Bottom quartile AUM (₹10,772 Cr). Upper mid AUM (₹37,424 Cr). Bottom quartile AUM (₹7,280 Cr). Point 2 Established history (15+ yrs). Established history (12+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (17+ yrs). Oldest track record among peers (21 yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 21.11% (top quartile). 5Y return: 20.92% (upper mid). 5Y return: 20.62% (upper mid). 5Y return: 19.55% (lower mid). 5Y return: 18.91% (lower mid). 5Y return: 18.77% (bottom quartile). 5Y return: 18.72% (bottom quartile). Point 6 3Y return: 19.20% (bottom quartile). 3Y return: 19.35% (lower mid). 3Y return: 23.47% (lower mid). 3Y return: 23.92% (upper mid). 3Y return: 24.77% (top quartile). 3Y return: 16.07% (bottom quartile). 3Y return: 23.91% (upper mid). Point 7 1Y return: 1.77% (bottom quartile). 1Y return: -8.29% (bottom quartile). 1Y return: 8.15% (upper mid). 1Y return: 7.40% (lower mid). 1Y return: 8.62% (upper mid). 1Y return: 3.67% (lower mid). 1Y return: 16.61% (top quartile). Point 8 Alpha: 2.58 (upper mid). Alpha: -20.09 (bottom quartile). Alpha: 3.83 (upper mid). Alpha: 1.12 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 7.09 (top quartile). Point 9 Sharpe: 0.76 (bottom quartile). Sharpe: -0.29 (bottom quartile). Sharpe: 1.65 (upper mid). Sharpe: 1.33 (upper mid). Sharpe: 1.21 (lower mid). Sharpe: 0.86 (lower mid). Sharpe: 1.77 (top quartile). Point 10 Information ratio: -0.10 (bottom quartile). Information ratio: -0.36 (bottom quartile). Information ratio: 0.45 (top quartile). Information ratio: 0.33 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.34 (upper mid). Nippon India Small Cap Fund
Motilal Oswal Midcap 30 Fund
HDFC Mid-Cap Opportunities Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
HDFC Small Cap Fund
ICICI Prudential MidCap Fund
मध्य और छोटा ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़. पर छाँटा गयापिछले 5 साल का रिटर्न.
The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Midcap 30 Fund Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies. Research Highlights for HDFC Mid-Cap Opportunities Fund Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on (Erstwhile Edelweiss Mid and Small Cap Fund ) The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Mid Cap Fund Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap 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 To generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on 1. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (20 Mar 26) ₹151.921 ↑ 0.48 (0.32 %) Net Assets (Cr) ₹67,642 on 28 Feb 26 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio 0.76 Information Ratio -0.1 Alpha Ratio 2.58 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹14,089 28 Feb 23 ₹15,925 29 Feb 24 ₹25,045 28 Feb 25 ₹24,507 28 Feb 26 ₹28,493 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 26 Duration Returns 1 Month -6.7% 3 Month -7.8% 6 Month -11.9% 1 Year 1.8% 3 Year 19.2% 5 Year 21.1% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.7% 2023 26.1% 2022 48.9% 2021 6.5% 2020 74.3% 2019 29.2% 2018 -2.5% 2017 -16.7% 2016 63% 2015 5.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 9.16 Yr. Kinjal Desai 25 May 18 7.77 Yr. Lokesh Maru 5 Sep 25 0.48 Yr. Divya Sharma 5 Sep 25 0.48 Yr. Data below for Nippon India Small Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 22.16% Financial Services 16.26% Consumer Cyclical 14.31% Basic Materials 11.01% Consumer Defensive 10.23% Health Care 9.43% Technology 6.37% Utility 3.2% Communication Services 1.06% Energy 0.99% Real Estate 0.89% Asset Allocation
Asset Class Value Cash 4.09% Equity 95.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX3% ₹1,955 Cr 8,000,000
↓ -778,789 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,358 Cr 15,300,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA2% ₹1,041 Cr 31,907,252
↓ -4,006,259 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹983 Cr 879,502 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹961 Cr 8,000,000
↓ -2,347,848 TD Power Systems Ltd (Industrials)
Equity, Since 31 Dec 15 | TDPOWERSYS1% ₹881 Cr 9,753,276
↓ -424,968 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | AXISBANK1% ₹827 Cr 5,977,976 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | BHEL1% ₹782 Cr 29,507,422 Emami Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | EMAMILTD1% ₹766 Cr 16,560,721
↑ 612,419 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹716 Cr 4,525,148
↑ 53,018 2. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (20 Mar 26) ₹83.6653 ↑ 0.24 (0.29 %) Net Assets (Cr) ₹33,689 on 28 Feb 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.29 Information Ratio -0.36 Alpha Ratio -20.09 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 ₹13,378 28 Feb 23 ₹15,604 29 Feb 24 ₹23,724 28 Feb 25 ₹27,433 28 Feb 26 ₹27,544 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 26 Duration Returns 1 Month -8.7% 3 Month -16.8% 6 Month -20.9% 1 Year -8.3% 3 Year 19.4% 5 Year 20.9% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 -12.1% 2023 57.1% 2022 41.7% 2021 10.7% 2020 55.8% 2019 9.3% 2018 9.7% 2017 -12.7% 2016 30.8% 2015 5.2% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.1 Yr. Swapnil Mayekar 18 Nov 25 0.28 Yr. Ajay Khandelwal 1 Oct 24 1.41 Yr. Ankit Agarwal 21 Jan 26 0.1 Yr. Rakesh Shetty 22 Nov 22 3.27 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 28.4% Technology 24.21% Consumer Cyclical 13.87% Industrials 12.43% Communication Services 8.87% Real Estate 3.28% Health Care 1.7% Asset Allocation
Asset Class Value Cash 2.11% Equity 97.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433968% ₹2,575 Cr 23,445,098
↑ 145,940 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹2,519 Cr 61,413,395
↑ 27,423 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 5433206% ₹2,154 Cr 87,473,898
↑ 1,248,071 KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | 5175696% ₹2,115 Cr 4,163,056
↑ 78,506 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT6% ₹2,087 Cr 4,409,726
↓ -1,208,517 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE6% ₹2,050 Cr 17,292,000
↓ -2,708,000 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL6% ₹1,910 Cr 55,459,381
↑ 4,035,398 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL5% ₹1,782 Cr 9,483,812
↓ -33,852 Nifty March 2026 Future
- | -5% ₹1,731 Cr 683,280
↑ 683,280 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON4% ₹1,444 Cr 1,371,457
↓ -126,350 3. HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (20 Mar 26) ₹185.306 ↑ 1.19 (0.65 %) Net Assets (Cr) ₹94,257 on 28 Feb 26 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 1.65 Information Ratio 0.45 Alpha Ratio 3.83 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 ₹12,075 28 Feb 23 ₹13,751 29 Feb 24 ₹21,632 28 Feb 25 ₹22,402 28 Feb 26 ₹27,912 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 26 Duration Returns 1 Month -8.6% 3 Month -8.7% 6 Month -6.6% 1 Year 8.1% 3 Year 23.5% 5 Year 20.6% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.8% 2023 28.6% 2022 44.5% 2021 12.3% 2020 39.9% 2019 21.7% 2018 0.2% 2017 -11.2% 2016 41.7% 2015 11.3% Fund Manager information for HDFC Mid-Cap Opportunities Fund
Name Since Tenure Chirag Setalvad 25 Jun 07 18.69 Yr. Dhruv Muchhal 22 Jun 23 2.69 Yr. Data below for HDFC Mid-Cap Opportunities Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 28.67% Consumer Cyclical 16.45% Health Care 13.6% Industrials 9.76% Technology 7.74% Consumer Defensive 6.96% Basic Materials 5.12% Energy 2.58% Communication Services 2.42% Utility 0.93% Asset Allocation
Asset Class Value Cash 5.77% Equity 94.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | MFSL5% ₹4,677 Cr 25,792,853 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK4% ₹3,833 Cr 127,825,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | AUBANK4% ₹3,766 Cr 39,301,056 Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | INDIANB4% ₹3,650 Cr 36,854,482 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND3% ₹3,185 Cr 13,361,745
↑ 137,445 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 23 | FORTIS3% ₹2,912 Cr 30,887,194
↑ 2,499,854 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | IPCALAB3% ₹2,751 Cr 17,994,512 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 18 | GLENMARK3% ₹2,738 Cr 12,815,305
↑ 139,865 Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | VMM3% ₹2,513 Cr 213,395,832
↑ 39,978,023 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO3% ₹2,436 Cr 55,530,830 4. 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 Returns for Edelweiss Mid Cap Fund
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 | MARICO2% ₹348 Cr 4,417,032 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX2% ₹335 Cr 1,372,945 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹335 Cr 11,159,723 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | FORTIS2% ₹326 Cr 3,454,648 Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | INDIANB2% ₹309 Cr 3,120,547 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Jun 22 | APLAPOLLO2% ₹287 Cr 1,286,528 IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5394372% ₹283 Cr 38,471,898
↑ 5,202,889 Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL2% ₹274 Cr 5,661,327
↑ 266,825 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | AUBANK2% ₹272 Cr 2,842,581
↑ 483,803 JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 19 | JKCEMENT2% ₹253 Cr 447,202
↑ 75,771 5. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (20 Mar 26) ₹163.46 ↑ 0.38 (0.23 %) Net Assets (Cr) ₹10,772 on 28 Feb 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 1.21 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 ₹11,929 28 Feb 23 ₹12,464 29 Feb 24 ₹18,552 28 Feb 25 ₹20,486 28 Feb 26 ₹25,734 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 26 Duration Returns 1 Month -9.1% 3 Month -11.3% 6 Month -11.6% 1 Year 8.6% 3 Year 24.8% 5 Year 18.9% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.3% 2023 43.1% 2022 34.1% 2021 0.5% 2020 43.1% 2019 24.4% 2018 3.8% 2017 -5.3% 2016 44.3% 2015 1.1% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.31 Yr. Data below for Invesco India Mid Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 34.98% Health Care 19.6% Consumer Cyclical 17.71% Industrials 9.84% Real Estate 7.99% Technology 5.07% Basic Materials 4.16% Asset Allocation
Asset Class Value Cash 0.65% Equity 99.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹669 Cr 22,304,132 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | AUBANK5% ₹569 Cr 5,936,790 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE5% ₹538 Cr 3,865,599
↑ 311,192 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH5% ₹521 Cr 4,774,196 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE5% ₹514 Cr 1,899,237
↑ 380,004 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹495 Cr 16,397,045
↑ 1,466,599 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹479 Cr 16,854,973 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL4% ₹448 Cr 2,468,180 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA4% ₹442 Cr 3,883,813
↑ 645,247 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO4% ₹432 Cr 895,333
↑ 81,321 6. 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 Returns for HDFC Small Cap Fund
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 | ASTERDM4% ₹1,575 Cr 24,067,031
↑ 139,897 Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA4% ₹1,508 Cr 46,828,792 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL3% ₹1,197 Cr 56,160,355
↑ 895,993 eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX3% ₹967 Cr 3,046,989
↑ 45,000 Indian Bank (Financial Services)
Equity, Since 31 Jul 16 | INDIANB3% ₹960 Cr 9,688,128 Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL2% ₹928 Cr 9,293,189
↑ 50,000 Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS2% ₹897 Cr 6,601,945
↑ 45,294 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | FORTIS2% ₹890 Cr 9,440,132 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 5433082% ₹830 Cr 11,133,566
↑ 6,400 Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP2% ₹700 Cr 5,229,582 7. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (20 Mar 26) ₹298.56 ↑ 0.91 (0.31 %) Net Assets (Cr) ₹7,280 on 28 Feb 26 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 1.77 Information Ratio 0.34 Alpha Ratio 7.09 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,990 28 Feb 23 ₹12,607 29 Feb 24 ₹18,989 28 Feb 25 ₹19,219 28 Feb 26 ₹25,523 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 26 Duration Returns 1 Month -6.6% 3 Month -3.9% 6 Month -1.7% 1 Year 16.6% 3 Year 23.9% 5 Year 18.7% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.1% 2023 27% 2022 32.8% 2021 3.1% 2020 44.8% 2019 19.1% 2018 -0.6% 2017 -10.8% 2016 42.9% 2015 4.8% Fund Manager information for ICICI Prudential MidCap Fund
Name Since Tenure Lalit Kumar 1 Jul 22 3.67 Yr. Sharmila D’mello 31 Jul 22 3.58 Yr. Data below for ICICI Prudential MidCap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Basic Materials 27.56% Industrials 23.51% Financial Services 20.83% Consumer Cyclical 12.86% Communication Services 5.72% Real Estate 5.42% Health Care 1.8% Technology 0.46% Utility 0.15% Asset Allocation
Asset Class Value Cash 1.69% Equity 98.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | JINDALSTEL5% ₹347 Cr 2,786,470 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO4% ₹318 Cr 1,425,196 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX4% ₹303 Cr 1,239,860 Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS4% ₹295 Cr 263,711 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | MUTHOOTFIN4% ₹276 Cr 824,501 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE4% ₹274 Cr 1,011,840 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL3% ₹241 Cr 3,106,731 Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 24 | VEDL3% ₹225 Cr 3,128,459 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | BHARATFORG3% ₹225 Cr 1,174,895 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA3% ₹221 Cr 1,376,584
मिड और स्मॉल कैप फंड में ऑनलाइन निवेश कैसे करें?
Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।
अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें
Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Nippon India Small Cap Fund