भारत में निवेश करने के लिए सर्वश्रेष्ठ मिड और स्मॉल कैप म्युचुअल फंड 2022

Updated on June 29, 2026 , 19157 views

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।

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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 (%)
Motilal Oswal Midcap 30 Fund Growth	₹94.6728 ↑ 0.65	₹36,458	14.1	-4.4	-9.5	17.6	21.7	-12.1
Invesco India Mid Cap Fund Growth	₹196.95 ↑ 1.85	₹12,397	23.1	7.1	8.7	25.4	20.3	6.3
Nippon India Small Cap Fund Growth	₹180.899 ↑ 0.56	₹74,604	19.9	8.8	4.4	18.4	20.1	-4.7
HDFC Mid-Cap Opportunities Fund Growth	₹205.084 ↑ 0.37	₹97,350	11.9	0.7	4.2	19.9	19.9	6.8
Edelweiss Mid Cap Fund Growth	₹107.425 ↑ 0.25	₹16,849	14.8	2.5	3.9	22.4	19	3.8
Sundaram Mid Cap Fund Growth	₹1,468.13 ↑ 2.09	₹13,687	13.3	2	5.5	21.2	18.3	4.1
IDBI Small Cap Fund Growth	₹33.6182 ↑ 0.06	₹695	25.6	14.1	9.9	18.1	18.1	-13.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Invesco India Mid Cap Fund	Nippon India Small Cap Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund	Sundaram Mid Cap Fund	IDBI Small Cap Fund
Point 1	Upper mid AUM (₹36,458 Cr).	Bottom quartile AUM (₹12,397 Cr).	Upper mid AUM (₹74,604 Cr).	Highest AUM (₹97,350 Cr).	Lower mid AUM (₹16,849 Cr).	Lower mid AUM (₹13,687 Cr).	Bottom quartile AUM (₹695 Cr).
Point 2	Established history (12+ yrs).	Established history (19+ yrs).	Established history (15+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Oldest track record among peers (23 yrs).	Established history (9+ yrs).
Point 3	Rating: 3★ (upper mid).	Rating: 2★ (bottom quartile).	Top rated.	Rating: 3★ (lower mid).	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).	Not Rated.
Point 4	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 5	5Y return: 21.73% (top quartile).	5Y return: 20.34% (upper mid).	5Y return: 20.12% (upper mid).	5Y return: 19.90% (lower mid).	5Y return: 18.96% (lower mid).	5Y return: 18.31% (bottom quartile).	5Y return: 18.14% (bottom quartile).
Point 6	3Y return: 17.59% (bottom quartile).	3Y return: 25.36% (top quartile).	3Y return: 18.40% (lower mid).	3Y return: 19.90% (lower mid).	3Y return: 22.41% (upper mid).	3Y return: 21.25% (upper mid).	3Y return: 18.08% (bottom quartile).
Point 7	1Y return: -9.54% (bottom quartile).	1Y return: 8.73% (upper mid).	1Y return: 4.42% (lower mid).	1Y return: 4.23% (lower mid).	1Y return: 3.86% (bottom quartile).	1Y return: 5.52% (upper mid).	1Y return: 9.92% (top quartile).
Point 8	Alpha: -14.76 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 2.35 (upper mid).	Alpha: -0.97 (bottom quartile).	Alpha: 0.35 (upper mid).	Alpha: -0.11 (lower mid).	Alpha: 5.40 (top quartile).
Point 9	Sharpe: -0.55 (bottom quartile).	Sharpe: 0.21 (top quartile).	Sharpe: 0.05 (bottom quartile).	Sharpe: 0.12 (lower mid).	Sharpe: 0.19 (upper mid).	Sharpe: 0.17 (lower mid).	Sharpe: 0.17 (upper mid).
Point 10	Information ratio: -0.36 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.24 (lower mid).	Information ratio: -0.04 (lower mid).	Information ratio: 0.30 (top quartile).	Information ratio: 0.23 (upper mid).	Information ratio: -0.35 (bottom quartile).

Motilal Oswal Midcap 30 Fund

Upper mid AUM (₹36,458 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 21.73% (top quartile).
3Y return: 17.59% (bottom quartile).
1Y return: -9.54% (bottom quartile).
Alpha: -14.76 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: -0.36 (bottom quartile).

Invesco India Mid Cap Fund

Bottom quartile AUM (₹12,397 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.34% (upper mid).
3Y return: 25.36% (top quartile).
1Y return: 8.73% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.21 (top quartile).
Information ratio: 0.00 (upper mid).

Nippon India Small Cap Fund

Upper mid AUM (₹74,604 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.12% (upper mid).
3Y return: 18.40% (lower mid).
1Y return: 4.42% (lower mid).
Alpha: 2.35 (upper mid).
Sharpe: 0.05 (bottom quartile).
Information ratio: -0.24 (lower mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹97,350 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.90% (lower mid).
3Y return: 19.90% (lower mid).
1Y return: 4.23% (lower mid).
Alpha: -0.97 (bottom quartile).
Sharpe: 0.12 (lower mid).
Information ratio: -0.04 (lower mid).

Edelweiss Mid Cap Fund

Lower mid AUM (₹16,849 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 18.96% (lower mid).
3Y return: 22.41% (upper mid).
1Y return: 3.86% (bottom quartile).
Alpha: 0.35 (upper mid).
Sharpe: 0.19 (upper mid).
Information ratio: 0.30 (top quartile).

Sundaram Mid Cap Fund

Lower mid AUM (₹13,687 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.31% (bottom quartile).
3Y return: 21.25% (upper mid).
1Y return: 5.52% (upper mid).
Alpha: -0.11 (lower mid).
Sharpe: 0.17 (lower mid).
Information ratio: 0.23 (upper mid).

IDBI Small Cap Fund

Bottom quartile AUM (₹695 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 18.14% (bottom quartile).
3Y return: 18.08% (bottom quartile).
1Y return: 9.92% (top quartile).
Alpha: 5.40 (top quartile).
Sharpe: 0.17 (upper mid).
Information ratio: -0.35 (bottom quartile).

*ऊपर सर्वश्रेष्ठ की सूची हैमध्य और छोटा ऊपर एयूएम/शुद्ध संपत्ति वाले फंड100 करोड़. पर छाँटा गयापिछले 5 साल का रिटर्न.

1. 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 (₹36,458 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 21.73% (top quartile).
3Y return: 17.59% (bottom quartile).
1Y return: -9.54% (bottom quartile).
Alpha: -14.76 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: -0.36 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding One97 Communications Ltd (~7.3%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (01 Jul 26)	₹94.6728 ↑ 0.65 (0.69 %)
Net Assets (Cr)	₹36,458 on 31 May 26
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.55
Information Ratio	-0.36
Alpha Ratio	-14.76
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹11,908
30 Jun 23	₹16,418
30 Jun 24	₹26,938
30 Jun 25	₹29,503
30 Jun 26	₹26,510

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 1 Jul 26

Duration	Returns
1 Month	4.1%
3 Month	14.1%
6 Month	-4.4%
1 Year	-9.5%
3 Year	17.6%
5 Year	21.7%
10 Year
15 Year
Since launch	20%

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	0.36 Yr.
Swapnil Mayekar	18 Nov 25	0.53 Yr.
Ajay Khandelwal	1 Oct 24	1.67 Yr.
Ankit Agarwal	21 Jan 26	0.36 Yr.
Rakesh Shetty	22 Nov 22	3.53 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	31.93%
Technology	24.11%
Consumer Cyclical	15.01%
Industrials	11.61%
Communication Services	8.19%
Real Estate	2.91%
Health Care	2.23%

Asset Allocation

Asset Class	Value
Cash	4%
Equity	96%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| PAYTM	7%	₹2,604 Cr	23,765,865
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	7%	₹2,535 Cr	61,413,395
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	6%	₹2,085 Cr	84,386,866
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	6%	₹1,995 Cr	16,682,915 ↓ -400,000
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	5%	₹1,958 Cr	4,030,834
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	5%	₹1,933 Cr	4,026,493
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	5%	₹1,847 Cr	53,459,381
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 31 Jan 26 \| GROWW	5%	₹1,819 Cr	84,616,660 ↓ -2,151,856
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 25 \| BHARTIARTL	5%	₹1,789 Cr	9,483,812
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jan 26 \| MCX	4%	₹1,548 Cr	5,209,458 ↓ -100,000

2. Invesco India Mid Cap Fund

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

Bottom quartile AUM (₹12,397 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.34% (upper mid).
3Y return: 25.36% (top quartile).
1Y return: 8.73% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.21 (top quartile).
Information ratio: 0.00 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding Prestige Estates Projects Ltd (~6.2%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (01 Jul 26)	₹196.95 ↑ 1.85 (0.95 %)
Net Assets (Cr)	₹12,397 on 31 May 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.21
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
30 Jun 21	₹10,000
30 Jun 22	₹9,839
30 Jun 23	₹12,879
30 Jun 24	₹19,911
30 Jun 25	₹23,355
30 Jun 26	₹25,135

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Invesco India 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 1 Jul 26

Duration	Returns
1 Month	8.8%
3 Month	23.1%
6 Month	7.1%
1 Year	8.7%
3 Year	25.4%
5 Year	20.3%
10 Year
15 Year
Since launch	16.8%

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	2.56 Yr.

Data below for Invesco India Mid Cap Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	31.83%
Health Care	18.66%
Consumer Cyclical	16.99%
Industrials	13.33%
Real Estate	8.93%
Basic Materials	4.09%
Technology	4%
Utility	2.02%

Asset Allocation

Asset Class	Value
Cash	0.15%
Equity	99.85%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	6%	₹728 Cr	5,146,315 ↑ 962,063
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	6%	₹691 Cr	1,899,237
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	5%	₹640 Cr	22,304,132
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	5%	₹603 Cr	5,936,790
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	4%	₹528 Cr	21,367,256 ↑ 11,846,356
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	4%	₹520 Cr	5,241,044 ↑ 466,848
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹511 Cr	4,577,395 ↑ 546,806
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹487 Cr	1,133,153 ↑ 90,112
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	4%	₹473 Cr	5,164,015 ↑ 234,829
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹471 Cr	16,854,973

3. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Research Highlights for Nippon India Small Cap Fund

Upper mid AUM (₹74,604 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.12% (upper mid).
3Y return: 18.40% (lower mid).
1Y return: 4.42% (lower mid).
Alpha: 2.35 (upper mid).
Sharpe: 0.05 (bottom quartile).
Information ratio: -0.24 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~1.9%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (01 Jul 26)	₹180.899 ↑ 0.56 (0.31 %)
Net Assets (Cr)	₹74,604 on 31 May 26
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	0.05
Information Ratio	-0.24
Alpha Ratio	2.35
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹10,860
30 Jun 23	₹15,169
30 Jun 24	₹23,621
30 Jun 25	₹24,128
30 Jun 26	₹25,102

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Nippon India 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 1 Jul 26

Duration	Returns
1 Month	5.8%
3 Month	19.9%
6 Month	8.8%
1 Year	4.4%
3 Year	18.4%
5 Year	20.1%
10 Year
15 Year
Since launch	20.1%

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	9.42 Yr.
Kinjal Desai	25 May 18	8.02 Yr.
Amber Singhania	11 Mar 26	0.22 Yr.

Data below for Nippon India Small Cap Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Industrials	24.39%
Financial Services	15.49%
Consumer Cyclical	14.32%
Basic Materials	10.99%
Consumer Defensive	9.84%
Health Care	8.84%
Technology	6.74%
Utility	3.53%
Communication Services	1.13%
Real Estate	0.88%
Energy	0.45%

Asset Allocation

Asset Class	Value
Cash	2.95%
Equity	97.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,370 Cr	17,754,929 ↑ 2,454,929
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	2%	₹1,278 Cr	4,300,000 ↓ -1,050,645
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 22 \| 500103	2%	₹1,216 Cr	34,507,422 ↑ 2,000,000
TD Power Systems Ltd (Industrials) Equity, Since 31 Dec 15 \| TDPOWERSYS	2%	₹1,116 Cr	9,680,747 ↓ -72,529
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	1%	₹1,085 Cr	879,502
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| 590003	1%	₹936 Cr	31,907,252
Zydus Wellness Ltd (Consumer Defensive) Equity, Since 31 Aug 16 \| ZYDUSWELL	1%	₹878 Cr	17,273,570 ↑ 129,481
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹855 Cr	8,000,000
NLC India Ltd (Utilities) Equity, Since 31 Oct 22 \| NLCINDIA	1%	₹855 Cr	26,990,331
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Oct 12 \| KIRLOSBROS	1%	₹783 Cr	4,525,148

4. HDFC Mid-Cap Opportunities Fund

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

Highest AUM (₹97,350 Cr).
Established history (19+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.90% (lower mid).
3Y return: 19.90% (lower mid).
1Y return: 4.23% (lower mid).
Alpha: -0.97 (bottom quartile).
Sharpe: 0.12 (lower mid).
Information ratio: -0.04 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Max Financial Services Ltd (~4.4%).

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (01 Jul 26)	₹205.084 ↑ 0.37 (0.18 %)
Net Assets (Cr)	₹97,350 on 31 May 26
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.12
Information Ratio	-0.04
Alpha Ratio	-0.97
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹10,114
30 Jun 23	₹14,405
30 Jun 24	₹21,731
30 Jun 25	₹23,804
30 Jun 26	₹24,782

HDFC Mid-Cap Opportunities 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 HDFC Mid-Cap Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 26

Duration	Returns
1 Month	3.7%
3 Month	11.9%
6 Month	0.7%
1 Year	4.2%
3 Year	19.9%
5 Year	19.9%
10 Year
15 Year
Since launch	17.2%

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	18.95 Yr.
Dhruv Muchhal	22 Jun 23	2.94 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	27.24%
Consumer Cyclical	16.37%
Health Care	14.68%
Industrials	9.9%
Technology	7.82%
Consumer Defensive	7.02%
Basic Materials	4.96%
Communication Services	2.36%
Energy	2.2%
Utility	0.9%

Asset Allocation

Asset Class	Value
Cash	6.56%
Equity	93.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| 500271	4%	₹4,141 Cr	26,114,231 ↑ 321,378
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	4%	₹4,022 Cr	39,587,347 ↑ 286,291
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,668 Cr	127,825,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| 532296	3%	₹3,226 Cr	13,408,183 ↑ 592,878
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| 532814	3%	₹3,139 Cr	36,854,482
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,083 Cr	14,266,402 ↑ 804,657
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| 532843	3%	₹2,991 Cr	32,401,862 ↑ 979,811
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| 524494	3%	₹2,770 Cr	18,096,628 ↑ 102,116
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| VMM	3%	₹2,766 Cr	226,155,581 ↑ 6,873,857
Cummins India Ltd (Industrials) Equity, Since 31 May 15 \| 500480	3%	₹2,369 Cr	4,498,204

5. 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

Lower mid AUM (₹16,849 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 18.96% (lower mid).
3Y return: 22.41% (upper mid).
1Y return: 3.86% (bottom quartile).
Alpha: 0.35 (upper mid).
Sharpe: 0.19 (upper mid).
Information ratio: 0.30 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Multi Commodity Exchange of India Ltd (~3.2%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (01 Jul 26)	₹107.425 ↑ 0.25 (0.23 %)
Net Assets (Cr)	₹16,849 on 31 May 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	0.19
Information Ratio	0.3
Alpha Ratio	0.35
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹9,936
30 Jun 23	₹12,970
30 Jun 24	₹20,548
30 Jun 25	₹22,969
30 Jun 26	₹23,735

Edelweiss Mid 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 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 1 Jul 26

Duration	Returns
1 Month	3.1%
3 Month	14.8%
6 Month	2.5%
1 Year	3.9%
3 Year	22.4%
5 Year	19%
10 Year
15 Year
Since launch	13.7%

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	1.63 Yr.
Trideep Bhattacharya	1 Oct 21	4.67 Yr.
Raj Koradia	1 Aug 24	1.83 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	30.34%
Industrials	14.73%
Consumer Cyclical	12.38%
Basic Materials	10.8%
Health Care	7.51%
Technology	5.01%
Consumer Defensive	4.75%
Communication Services	2.82%
Utility	2.75%
Real Estate	2.2%
Energy	1.72%

Asset Allocation

Asset Class	Value
Cash	4.98%
Equity	95.02%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹501 Cr	1,687,419 ↑ 314,474
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹459 Cr	15,989,768 ↑ 569,217
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	3%	₹422 Cr	1,159,622 ↑ 240,951
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| 540611	2%	₹353 Cr	3,474,160 ↑ 123,676
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹342 Cr	4,417,032
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹331 Cr	3,582,169 ↑ 127,521
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹296 Cr	191,583 ↑ 6,820
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Mar 26 \| 500103	2%	₹276 Cr	7,829,815 ↑ 2,590,057
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| 532814	2%	₹276 Cr	3,235,735 ↑ 115,188
Torrent Power Ltd (Utilities) Equity, Since 28 Feb 25 \| 532779	2%	₹275 Cr	1,584,025 ↑ 56,389

6. 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 (₹13,687 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.31% (bottom quartile).
3Y return: 21.25% (upper mid).
1Y return: 5.52% (upper mid).
Alpha: -0.11 (lower mid).
Sharpe: 0.17 (lower mid).
Information ratio: 0.23 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Cummins India Ltd (~3.3%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (01 Jul 26)	₹1,468.13 ↑ 2.09 (0.14 %)
Net Assets (Cr)	₹13,687 on 31 May 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.17
Information Ratio	0.23
Alpha Ratio	-0.11
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹9,952
30 Jun 23	₹12,988
30 Jun 24	₹20,155
30 Jun 25	₹21,973
30 Jun 26	₹23,117

Sundaram Mid 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 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 1 Jul 26

Duration	Returns
1 Month	3.2%
3 Month	13.3%
6 Month	2%
1 Year	5.5%
3 Year	21.2%
5 Year	18.3%
10 Year
15 Year
Since launch	23.2%

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	5.27 Yr.
Shalav Saket	31 Dec 25	0.42 Yr.

Data below for Sundaram Mid Cap Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Financial Services	21.44%
Industrials	17.17%
Consumer Cyclical	15.42%
Health Care	9.48%
Basic Materials	8.9%
Technology	8.08%
Consumer Defensive	5.5%
Utility	3.85%
Real Estate	3.21%
Communication Services	2.22%
Energy	1.51%

Asset Allocation

Asset Class	Value
Cash	3.21%
Equity	96.78%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	3%	₹448 Cr	850,000 ↓ -220,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹447 Cr	1,000,000 ↓ -125,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹357 Cr	11,498,475
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹344 Cr	945,165
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	2%	₹325 Cr	1,642,029
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹298 Cr	10,399,688
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹278 Cr	6,735,835
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹267 Cr	38,278,844
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 16 \| 500271	2%	₹266 Cr	1,675,000 ↑ 735,000
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 531642	2%	₹263 Cr	3,395,879

7. IDBI Small Cap Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

Research Highlights for IDBI Small Cap Fund

Bottom quartile AUM (₹695 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 18.14% (bottom quartile).
3Y return: 18.08% (bottom quartile).
1Y return: 9.92% (top quartile).
Alpha: 5.40 (top quartile).
Sharpe: 0.17 (upper mid).
Information ratio: -0.35 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Garware Hi-Tech Films Ltd (~3.6%).

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund Growth
Launch Date	21 Jun 17
NAV (01 Jul 26)	₹33.6182 ↑ 0.06 (0.17 %)
Net Assets (Cr)	₹695 on 31 May 26
Category	Equity - Small Cap
AMC	IDBI Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.3
Sharpe Ratio	0.17
Information Ratio	-0.35
Alpha Ratio	5.4
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Jun 21	₹10,000
30 Jun 22	₹10,917
30 Jun 23	₹14,083
30 Jun 24	₹21,728
30 Jun 25	₹21,091
30 Jun 26	₹23,146

IDBI 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 IDBI 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 1 Jul 26

Duration	Returns
1 Month	7.3%
3 Month	25.6%
6 Month	14.1%
1 Year	9.9%
3 Year	18.1%
5 Year	18.1%
10 Year
15 Year
Since launch	14.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-13.4%
2023	40%
2022	33.4%
2021	2.4%
2020	64.7%
2019	19%
2018	-4.4%
2017	-15%
2016
2015

Fund Manager information for IDBI Small Cap Fund

Name	Since	Tenure
Dikshit Mittal	24 Jul 25	0.85 Yr.
Mahesh Bendre	1 Jul 24	1.92 Yr.

Data below for IDBI Small Cap Fund as on 31 May 26

Equity Sector Allocation

Sector	Value
Industrials	29.3%
Basic Materials	14.75%
Consumer Cyclical	13.57%
Financial Services	10.91%
Consumer Defensive	9.88%
Health Care	6.7%
Technology	5.75%
Utility	3.01%
Real Estate	1.36%
Communication Services	1%

Asset Allocation

Asset Class	Value
Cash	3.77%
Equity	96.23%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Garware Hi-Tech Films Ltd (Basic Materials) Equity, Since 30 Sep 25 \| 500655	4%	₹24 Cr	59,787 ↑ 27,822
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Sep 19 \| NAVINFLUOR	3%	₹20 Cr	29,286 ↑ 3,908
Manorama Industries Ltd (Consumer Defensive) Equity, Since 31 Dec 24 \| 541974	3%	₹18 Cr	120,282 ↑ 679
Avalon Technologies Ltd (Technology) Equity, Since 31 Aug 23 \| AVALON	3%	₹18 Cr	171,362 ↑ 24,615
Allied Blenders and Distillers Ltd (Consumer Defensive) Equity, Since 31 Jul 24 \| ABDL	3%	₹17 Cr	326,615 ↑ 475
Schneider Electric Infrastructure Ltd (Industrials) Equity, Since 31 Aug 25 \| SCHNEIDER	3%	₹17 Cr	133,576
KSH International Ltd (Industrials) Equity, Since 31 Dec 25 \| KSHINTL	3%	₹17 Cr	249,380 ↓ -20,000
Carraro India Ltd (Consumer Cyclical) Equity, Since 31 Dec 25 \| CARRARO	2%	₹14 Cr	258,560 ↑ 60,000
Bharat Bijlee Ltd (Industrials) Equity, Since 31 May 25 \| BBL	2%	₹14 Cr	45,646 ↑ 5,000
Arvind Fashions Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| ARVINDFASN	2%	₹14 Cr	308,247 ↑ 30,000

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