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

Updated on January 20, 2026 , 18346 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	₹93.7441 ↓ -0.07	₹36,880	-10.5	-9.5	-1.8	22.7	25.5	-12.1
Nippon India Small Cap Fund Growth	₹157.175 ↑ 1.81	₹68,287	-7.5	-9.7	-2.5	19.3	25.2	-4.7
HDFC Mid-Cap Opportunities Fund Growth	₹199.568 ↑ 2.17	₹92,642	0	1	12.4	25	24.3	6.8
Edelweiss Mid Cap Fund Growth	₹100.835 ↑ 1.38	₹13,650	-2.2	-1	9.3	25.2	23.2	3.8
HDFC Small Cap Fund Growth	₹131.966 ↑ 1.66	₹37,753	-7.4	-7.9	2	18.5	22.6	-0.6
Invesco India Mid Cap Fund Growth	₹173.23 ↑ 1.05	₹10,296	-7.1	-6	11.8	25.4	21.8	6.3
Sundaram Small Cap Fund Growth	₹248.512 ↑ 2.69	₹3,401	-5.8	-6.6	2.8	18.7	21.1	0.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jan 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Nippon India Small Cap Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund	HDFC Small Cap Fund	Invesco India Mid Cap Fund	Sundaram Small Cap Fund
Point 1	Lower mid AUM (₹36,880 Cr).	Upper mid AUM (₹68,287 Cr).	Highest AUM (₹92,642 Cr).	Lower mid AUM (₹13,650 Cr).	Upper mid AUM (₹37,753 Cr).	Bottom quartile AUM (₹10,296 Cr).	Bottom quartile AUM (₹3,401 Cr).
Point 2	Established history (11+ yrs).	Established history (15+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Oldest track record among peers (20 yrs).
Point 3	Rating: 3★ (upper mid).	Top rated.	Rating: 3★ (lower mid).	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).	Rating: 2★ (bottom quartile).	Rating: 3★ (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: 25.55% (top quartile).	5Y return: 25.20% (upper mid).	5Y return: 24.34% (upper mid).	5Y return: 23.23% (lower mid).	5Y return: 22.64% (lower mid).	5Y return: 21.78% (bottom quartile).	5Y return: 21.07% (bottom quartile).
Point 6	3Y return: 22.73% (lower mid).	3Y return: 19.29% (lower mid).	3Y return: 25.02% (upper mid).	3Y return: 25.19% (upper mid).	3Y return: 18.47% (bottom quartile).	3Y return: 25.41% (top quartile).	3Y return: 18.69% (bottom quartile).
Point 7	1Y return: -1.80% (bottom quartile).	1Y return: -2.47% (bottom quartile).	1Y return: 12.44% (top quartile).	1Y return: 9.35% (upper mid).	1Y return: 2.01% (lower mid).	1Y return: 11.84% (upper mid).	1Y return: 2.75% (lower mid).
Point 8	Alpha: -18.12 (bottom quartile).	Alpha: -1.23 (lower mid).	Alpha: 0.63 (upper mid).	Alpha: -1.98 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 3.98 (top quartile).
Point 9	Sharpe: -0.79 (bottom quartile).	Sharpe: -0.42 (bottom quartile).	Sharpe: 0.12 (top quartile).	Sharpe: -0.02 (upper mid).	Sharpe: -0.23 (lower mid).	Sharpe: 0.11 (upper mid).	Sharpe: -0.16 (lower mid).
Point 10	Information ratio: 0.10 (upper mid).	Information ratio: -0.02 (bottom quartile).	Information ratio: 0.44 (top quartile).	Information ratio: 0.40 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (lower mid).	Information ratio: -0.20 (bottom quartile).

Motilal Oswal Midcap 30 Fund

Lower mid AUM (₹36,880 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 25.55% (top quartile).
3Y return: 22.73% (lower mid).
1Y return: -1.80% (bottom quartile).
Alpha: -18.12 (bottom quartile).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.10 (upper mid).

Nippon India Small Cap Fund

Upper mid AUM (₹68,287 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 25.20% (upper mid).
3Y return: 19.29% (lower mid).
1Y return: -2.47% (bottom quartile).
Alpha: -1.23 (lower mid).
Sharpe: -0.42 (bottom quartile).
Information ratio: -0.02 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹92,642 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 24.34% (upper mid).
3Y return: 25.02% (upper mid).
1Y return: 12.44% (top quartile).
Alpha: 0.63 (upper mid).
Sharpe: 0.12 (top quartile).
Information ratio: 0.44 (top quartile).

Edelweiss Mid Cap Fund

Lower mid AUM (₹13,650 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 23.23% (lower mid).
3Y return: 25.19% (upper mid).
1Y return: 9.35% (upper mid).
Alpha: -1.98 (bottom quartile).
Sharpe: -0.02 (upper mid).
Information ratio: 0.40 (upper mid).

HDFC Small Cap Fund

Upper mid AUM (₹37,753 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.64% (lower mid).
3Y return: 18.47% (bottom quartile).
1Y return: 2.01% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.23 (lower mid).
Information ratio: 0.00 (lower mid).

Invesco India Mid Cap Fund

Bottom quartile AUM (₹10,296 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.78% (bottom quartile).
3Y return: 25.41% (top quartile).
1Y return: 11.84% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.11 (upper mid).
Information ratio: 0.00 (lower mid).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,401 Cr).
Oldest track record among peers (20 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.07% (bottom quartile).
3Y return: 18.69% (bottom quartile).
1Y return: 2.75% (lower mid).
Alpha: 3.98 (top quartile).
Sharpe: -0.16 (lower mid).
Information ratio: -0.20 (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

Lower mid AUM (₹36,880 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 25.55% (top quartile).
3Y return: 22.73% (lower mid).
1Y return: -1.80% (bottom quartile).
Alpha: -18.12 (bottom quartile).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.10 (upper mid).
Higher exposure to Technology vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~82%).
Largest holding Persistent Systems Ltd (~10.2%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (22 Jan 26)	₹93.7441 ↓ -0.07 (-0.08 %)
Net Assets (Cr)	₹36,880 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.79
Information Ratio	0.1
Alpha Ratio	-18.12
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
31 Dec 20	₹10,000
31 Dec 21	₹15,583
31 Dec 22	₹17,252
31 Dec 23	₹24,442
31 Dec 24	₹38,406
31 Dec 25	₹33,746

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 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 22 Jan 26

Duration	Returns
1 Month	-7.2%
3 Month	-10.5%
6 Month	-9.5%
1 Year	-1.8%
3 Year	22.7%
5 Year	25.5%
10 Year
15 Year
Since launch	20.7%

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
Ajay Khandelwal	1 Oct 24	1.25 Yr.
Niket Shah	1 Jul 20	5.51 Yr.
Rakesh Shetty	22 Nov 22	3.11 Yr.
Sunil Sawant	1 Jul 24	1.5 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	34.62%
Consumer Cyclical	15.12%
Industrials	10.84%
Financial Services	10.65%
Communication Services	9.14%
Real Estate	2.38%
Health Care	0.85%

Asset Allocation

Asset Class	Value
Cash	18.4%
Equity	81.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	10%	₹3,744 Cr	5,969,840 ↓ -30,160
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	9%	₹3,284 Cr	19,750,000
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	8%	₹2,923 Cr	22,501,127 ↑ 21,166
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	8%	₹2,914 Cr	60,043,240
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	7%	₹2,541 Cr	2,100,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	6%	₹2,127 Cr	76,501,000 ↓ -33,500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 25 \| BHARTIARTL	5%	₹2,004 Cr	9,517,664 ↑ 17,664
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	5%	₹1,784 Cr	4,000,000
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	5%	₹1,699 Cr	47,500,000
Bharti Hexacom Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIHEXA	4%	₹1,366 Cr	7,500,000

2. 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 (₹68,287 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 25.20% (upper mid).
3Y return: 19.29% (lower mid).
1Y return: -2.47% (bottom quartile).
Alpha: -1.23 (lower mid).
Sharpe: -0.42 (bottom quartile).
Information ratio: -0.02 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Multi Commodity Exchange of India Ltd (~3.0%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (22 Jan 26)	₹157.175 ↑ 1.81 (1.16 %)
Net Assets (Cr)	₹68,287 on 31 Dec 25
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	-0.42
Information Ratio	-0.02
Alpha Ratio	-1.23
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
31 Dec 20	₹10,000
31 Dec 21	₹17,434
31 Dec 22	₹18,574
31 Dec 23	₹27,661
31 Dec 24	₹34,872
31 Dec 25	₹33,217

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 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 22 Jan 26

Duration	Returns
1 Month	-5.5%
3 Month	-7.5%
6 Month	-9.7%
1 Year	-2.5%
3 Year	19.3%
5 Year	25.2%
10 Year
15 Year
Since launch	19.7%

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 Yr.
Kinjal Desai	25 May 18	7.61 Yr.
Lokesh Maru	5 Sep 25	0.32 Yr.
Divya Sharma	5 Sep 25	0.32 Yr.

Data below for Nippon India Small Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Industrials	19.8%
Financial Services	16.77%
Consumer Cyclical	14.25%
Consumer Defensive	11.36%
Basic Materials	10.68%
Health Care	9.29%
Technology	6.96%
Utility	3%
Energy	1.86%
Communication Services	1.26%
Real Estate	0.92%

Asset Allocation

Asset Class	Value
Cash	3.83%
Equity	96.17%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	3%	₹2,061 Cr	1,851,010
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,318 Cr	13,300,000
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹1,016 Cr	10,347,848
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| 590003	1%	₹1,006 Cr	38,140,874
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 22 \| 500103	1%	₹848 Cr	29,507,422
Emami Ltd (Consumer Defensive) Equity, Since 31 Jul 23 \| 531162	1%	₹835 Cr	15,798,302 ↑ 2,923,504
eClerx Services Ltd (Technology) Equity, Since 31 Jul 20 \| ECLERX	1%	₹804 Cr	1,712,794
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 24 \| RELIANCE	1%	₹780 Cr	4,964,128
Zydus Wellness Ltd (Consumer Defensive) Equity, Since 31 Aug 16 \| ZYDUSWELL	1%	₹775 Cr	17,048,030 ↑ 200,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Jul 24 \| 532215	1%	₹759 Cr	5,977,976

3. 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 (₹92,642 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 24.34% (upper mid).
3Y return: 25.02% (upper mid).
1Y return: 12.44% (top quartile).
Alpha: 0.63 (upper mid).
Sharpe: 0.12 (top quartile).
Information ratio: 0.44 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Max Financial Services Ltd (~4.7%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (22 Jan 26)	₹199.568 ↑ 2.17 (1.10 %)
Net Assets (Cr)	₹92,642 on 31 Dec 25
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.12
Information Ratio	0.44
Alpha Ratio	0.63
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
31 Dec 20	₹10,000
31 Dec 21	₹13,991
31 Dec 22	₹15,710
31 Dec 23	₹22,696
31 Dec 24	₹29,191
31 Dec 25	₹31,183

HDFC Mid-Cap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 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 22 Jan 26

Duration	Returns
1 Month	-2.3%
3 Month	0%
6 Month	1%
1 Year	12.4%
3 Year	25%
5 Year	24.3%
10 Year
15 Year
Since launch	17.5%

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	18.53 Yr.
Dhruv Muchhal	22 Jun 23	2.53 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	27.51%
Consumer Cyclical	16.33%
Health Care	12.04%
Technology	9.79%
Industrials	9.6%
Consumer Defensive	5.82%
Basic Materials	4.98%
Energy	2.99%
Communication Services	2.77%
Utility	1.07%

Asset Allocation

Asset Class	Value
Cash	7.09%
Equity	92.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| 500271	5%	₹4,312 Cr	25,792,853
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	4%	₹3,899 Cr	39,201,056
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,414 Cr	127,825,000
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| 532814	3%	₹3,086 Cr	36,854,482
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,068 Cr	13,224,300
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,771 Cr	55,530,830
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,598 Cr	15,620,600
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| 532296	3%	₹2,572 Cr	12,636,078
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| 524494	3%	₹2,543 Cr	17,920,369 ↑ 73,438
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Dec 20 \| M&MFIN	3%	₹2,498 Cr	61,975,386

4. 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 (₹13,650 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 23.23% (lower mid).
3Y return: 25.19% (upper mid).
1Y return: 9.35% (upper mid).
Alpha: -1.98 (bottom quartile).
Sharpe: -0.02 (upper mid).
Information ratio: 0.40 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Persistent Systems Ltd (~2.9%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (22 Jan 26)	₹100.835 ↑ 1.38 (1.39 %)
Net Assets (Cr)	₹13,650 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.02
Information Ratio	0.4
Alpha Ratio	-1.98
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
31 Dec 20	₹10,000
31 Dec 21	₹15,026
31 Dec 22	₹15,381
31 Dec 23	₹21,291
31 Dec 24	₹29,572
31 Dec 25	₹30,687

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 22 Jan 26

Duration	Returns
1 Month	-3.8%
3 Month	-2.2%
6 Month	-1%
1 Year	9.3%
3 Year	25.2%
5 Year	23.2%
10 Year
15 Year
Since launch	13.6%

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	1.22 Yr.
Trideep Bhattacharya	1 Oct 21	4.25 Yr.
Raj Koradia	1 Aug 24	1.42 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	29.72%
Consumer Cyclical	14.55%
Industrials	13.36%
Basic Materials	9.89%
Technology	9.35%
Health Care	8.08%
Consumer Defensive	4.81%
Real Estate	2.85%
Communication Services	2.39%
Energy	2.24%
Utility	0.55%

Asset Allocation

Asset Class	Value
Cash	2.21%
Equity	97.78%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹400 Cr	637,288
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹332 Cr	1,995,149 ↓ -382,006
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹326 Cr	4,344,867 ↑ 967,772
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹306 Cr	274,589
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹302 Cr	1,145,902
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹293 Cr	10,970,839
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹285 Cr	1,559,919
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| IDFCFIRSTB	2%	₹279 Cr	32,624,448 ↑ 397,200
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 17 \| UNOMINDA	2%	₹258 Cr	2,008,482 ↑ 26,593
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| 532814	2%	₹256 Cr	3,059,155 ↓ -296,236

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

Upper mid AUM (₹37,753 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 22.64% (lower mid).
3Y return: 18.47% (bottom quartile).
1Y return: 2.01% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.23 (lower mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Industrials vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~91%).
Largest holding Firstsource Solutions Ltd (~4.9%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund Growth
Launch Date	3 Apr 08
NAV (22 Jan 26)	₹131.966 ↑ 1.66 (1.27 %)
Net Assets (Cr)	₹37,753 on 31 Dec 25
Category	Equity - Small Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	-0.23
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
31 Dec 20	₹10,000
31 Dec 21	₹16,488
31 Dec 22	₹17,245
31 Dec 23	₹24,978
31 Dec 24	₹30,076
31 Dec 25	₹29,901

HDFC Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 22 Jan 26

Duration	Returns
1 Month	-5.2%
3 Month	-7.4%
6 Month	-7.9%
1 Year	2%
3 Year	18.5%
5 Year	22.6%
10 Year
15 Year
Since launch	15.6%

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	11.52 Yr.
Dhruv Muchhal	22 Jun 23	2.53 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	21.94%
Consumer Cyclical	18.99%
Financial Services	12.85%
Technology	12.73%
Health Care	11.15%
Basic Materials	7.21%
Consumer Defensive	4.08%
Communication Services	1.57%

Asset Allocation

Asset Class	Value
Cash	9.48%
Equity	90.52%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Firstsource Solutions Ltd (Technology) Equity, Since 31 Mar 18 \| FSL	5%	₹1,856 Cr	55,264,362
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Jun 19 \| ASTERDM	4%	₹1,476 Cr	23,927,134
eClerx Services Ltd (Technology) Equity, Since 31 Mar 18 \| ECLERX	4%	₹1,475 Cr	3,141,244 ↓ -150,000
Bank of Baroda (Financial Services) Equity, Since 31 Mar 19 \| 532134	4%	₹1,386 Cr	46,828,792
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	3%	₹980 Cr	6,506,651 ↑ 24,551
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| GABRIEL	2%	₹931 Cr	9,223,375 ↓ -75,000
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 23 \| 532843	2%	₹835 Cr	9,440,132
Indian Bank (Financial Services) Equity, Since 31 Jul 16 \| 532814	2%	₹811 Cr	9,688,128
Sonata Software Ltd (Technology) Equity, Since 31 Oct 17 \| SONATSOFTW	2%	₹698 Cr	19,409,949 ↑ 38,730
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Jul 23 \| 543308	2%	₹677 Cr	11,127,166

6. 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 (₹10,296 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.78% (bottom quartile).
3Y return: 25.41% (top quartile).
1Y return: 11.84% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.11 (upper mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding The Federal Bank Ltd (~5.8%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (22 Jan 26)	₹173.23 ↑ 1.05 (0.61 %)
Net Assets (Cr)	₹10,296 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.11
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
31 Dec 20	₹10,000
31 Dec 21	₹14,314
31 Dec 22	₹14,388
31 Dec 23	₹19,297
31 Dec 24	₹27,624
31 Dec 25	₹29,374

Invesco India Mid Cap 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 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 22 Jan 26

Duration	Returns
1 Month	-6.1%
3 Month	-7.1%
6 Month	-6%
1 Year	11.8%
3 Year	25.4%
5 Year	21.8%
10 Year
15 Year
Since launch	16.4%

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	2.15 Yr.
Amit Ganatra	1 Sep 23	2.34 Yr.

Data below for Invesco India Mid Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Financial Services	33.81%
Consumer Cyclical	19.69%
Health Care	18.14%
Industrials	8.13%
Real Estate	7.29%
Technology	6.39%
Basic Materials	3.74%
Communication Services	0.31%

Asset Allocation

Asset Class	Value
Cash	2.5%
Equity	97.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹596 Cr	22,304,132
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	6%	₹590 Cr	5,936,790
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	5%	₹533 Cr	16,854,973
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹529 Cr	13,705,275 ↑ 113,616
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹412 Cr	814,012 ↑ 389,370
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	4%	₹405 Cr	2,422,867
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹400 Cr	1,519,233
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	4%	₹391 Cr	2,451,815
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹381 Cr	3,214,642 ↑ 472,531
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532296	4%	₹379 Cr	1,864,031

7. 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 (₹3,401 Cr).
Oldest track record among peers (20 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.07% (bottom quartile).
3Y return: 18.69% (bottom quartile).
1Y return: 2.75% (lower mid).
Alpha: 3.98 (top quartile).
Sharpe: -0.16 (lower mid).
Information ratio: -0.20 (bottom quartile).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding Craftsman Automation Ltd (~3.2%).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund Growth
Launch Date	15 Feb 05
NAV (22 Jan 26)	₹248.512 ↑ 2.69 (1.10 %)
Net Assets (Cr)	₹3,401 on 31 Dec 25
Category	Equity - Small Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.94
Sharpe Ratio	-0.16
Information Ratio	-0.2
Alpha Ratio	3.98
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
31 Dec 20	₹10,000
31 Dec 21	₹16,035
31 Dec 22	₹15,696
31 Dec 23	₹22,805
31 Dec 24	₹27,155
31 Dec 25	₹27,262

Sundaram Small Cap 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 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 22 Jan 26

Duration	Returns
1 Month	-4.1%
3 Month	-5.8%
6 Month	-6.6%
1 Year	2.8%
3 Year	18.7%
5 Year	21.1%
10 Year
15 Year
Since launch	16.6%

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	3.17 Yr.

Data below for Sundaram Small Cap Fund as on 31 Dec 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	20.84%
Financial Services	19.15%
Industrials	18.66%
Health Care	11.59%
Basic Materials	9.05%
Communication Services	5.37%
Technology	4.64%
Consumer Defensive	2.6%
Real Estate	2.3%
Utility	1.11%

Asset Allocation

Asset Class	Value
Cash	4.47%
Equity	95.46%
Debt	0.06%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	3%	₹108 Cr	140,821
MTAR Technologies Ltd (Industrials) Equity, Since 31 Dec 24 \| MTARTECH	3%	₹104 Cr	430,300
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	3%	₹104 Cr	1,681,362
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	3%	₹102 Cr	569,587
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| 543417	3%	₹99 Cr	1,434,521
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543387	3%	₹98 Cr	577,256
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jul 24 \| EIDPARRY	3%	₹97 Cr	933,628
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 21 \| 523025	3%	₹94 Cr	431,921
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	3%	₹91 Cr	953,608
DCB Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| DCBBANK	2%	₹79 Cr	4,603,530

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