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

Updated on August 31, 2025 , 17917 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।

Ready to Invest?
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 (%)
Motilal Oswal Midcap 30 Fund Growth	₹104.408 ↓ -0.18	₹33,609	4.8	17.7	1.6	28.3	33.4	57.1
Nippon India Small Cap Fund Growth	₹167.443 ↑ 0.56	₹65,922	0.5	20	-6.7	22.9	32.3	26.1
HDFC Small Cap Fund Growth	₹142.308 ↑ 1.23	₹36,353	5.2	25.1	0.2	23.4	30.4	20.4
Franklin India Smaller Companies Fund Growth	₹168.29 ↑ 0.73	₹13,825	-2	17.5	-9.3	22.6	29.1	23.2
Edelweiss Mid Cap Fund Growth	₹100.261 ↑ 0.11	₹11,027	2.1	20.9	0.9	23.6	28.8	38.9
HDFC Mid-Cap Opportunities Fund Growth	₹192.59 ↑ 0.44	₹83,847	1.8	18.5	1.5	25.1	28.6	28.6
ICICI Prudential Smallcap Fund Growth	₹88.01 ↑ 0.32	₹8,498	2.7	22.1	-3.8	18	28.3	15.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 25

Research Highlights & Commentary of 7 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Nippon India Small Cap Fund	HDFC Small Cap Fund	Franklin India Smaller Companies Fund	Edelweiss Mid Cap Fund	HDFC Mid-Cap Opportunities Fund	ICICI Prudential Smallcap Fund
Point 1	Lower mid AUM (₹33,609 Cr).	Upper mid AUM (₹65,922 Cr).	Upper mid AUM (₹36,353 Cr).	Lower mid AUM (₹13,825 Cr).	Bottom quartile AUM (₹11,027 Cr).	Highest AUM (₹83,847 Cr).	Bottom quartile AUM (₹8,498 Cr).
Point 2	Established history (11+ yrs).	Established history (14+ yrs).	Established history (17+ yrs).	Oldest track record among peers (19 yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).
Point 3	Rating: 3★ (lower mid).	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	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: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 33.39% (top quartile).	5Y return: 32.30% (upper mid).	5Y return: 30.36% (upper mid).	5Y return: 29.14% (lower mid).	5Y return: 28.84% (lower mid).	5Y return: 28.56% (bottom quartile).	5Y return: 28.26% (bottom quartile).
Point 6	3Y return: 28.27% (top quartile).	3Y return: 22.91% (lower mid).	3Y return: 23.40% (lower mid).	3Y return: 22.56% (bottom quartile).	3Y return: 23.57% (upper mid).	3Y return: 25.10% (upper mid).	3Y return: 17.95% (bottom quartile).
Point 7	1Y return: 1.61% (top quartile).	1Y return: -6.69% (bottom quartile).	1Y return: 0.16% (lower mid).	1Y return: -9.33% (bottom quartile).	1Y return: 0.90% (upper mid).	1Y return: 1.54% (upper mid).	1Y return: -3.84% (lower mid).
Point 8	Alpha: 3.70 (upper mid).	Alpha: -3.84 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: -5.51 (bottom quartile).	Alpha: 5.32 (top quartile).	Alpha: 2.03 (upper mid).	Alpha: -2.97 (lower mid).
Point 9	Sharpe: -0.11 (upper mid).	Sharpe: -0.51 (bottom quartile).	Sharpe: -0.17 (upper mid).	Sharpe: -0.59 (bottom quartile).	Sharpe: -0.06 (top quartile).	Sharpe: -0.21 (lower mid).	Sharpe: -0.47 (lower mid).
Point 10	Information ratio: 0.44 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (lower mid).	Information ratio: -0.06 (bottom quartile).	Information ratio: 0.20 (upper mid).	Information ratio: 0.76 (top quartile).	Information ratio: -0.91 (bottom quartile).

Motilal Oswal Midcap 30 Fund

Lower mid AUM (₹33,609 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 33.39% (top quartile).
3Y return: 28.27% (top quartile).
1Y return: 1.61% (top quartile).
Alpha: 3.70 (upper mid).
Sharpe: -0.11 (upper mid).
Information ratio: 0.44 (upper mid).

Nippon India Small Cap Fund

Upper mid AUM (₹65,922 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 32.30% (upper mid).
3Y return: 22.91% (lower mid).
1Y return: -6.69% (bottom quartile).
Alpha: -3.84 (bottom quartile).
Sharpe: -0.51 (bottom quartile).
Information ratio: 0.00 (lower mid).

HDFC Small Cap Fund

Upper mid AUM (₹36,353 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 30.36% (upper mid).
3Y return: 23.40% (lower mid).
1Y return: 0.16% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.17 (upper mid).
Information ratio: 0.00 (lower mid).

Franklin India Smaller Companies Fund

Lower mid AUM (₹13,825 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 29.14% (lower mid).
3Y return: 22.56% (bottom quartile).
1Y return: -9.33% (bottom quartile).
Alpha: -5.51 (bottom quartile).
Sharpe: -0.59 (bottom quartile).
Information ratio: -0.06 (bottom quartile).

Edelweiss Mid Cap Fund

Bottom quartile AUM (₹11,027 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 28.84% (lower mid).
3Y return: 23.57% (upper mid).
1Y return: 0.90% (upper mid).
Alpha: 5.32 (top quartile).
Sharpe: -0.06 (top quartile).
Information ratio: 0.20 (upper mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹83,847 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 28.56% (bottom quartile).
3Y return: 25.10% (upper mid).
1Y return: 1.54% (upper mid).
Alpha: 2.03 (upper mid).
Sharpe: -0.21 (lower mid).
Information ratio: 0.76 (top quartile).

ICICI Prudential Smallcap Fund

Bottom quartile AUM (₹8,498 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 28.26% (bottom quartile).
3Y return: 17.95% (bottom quartile).
1Y return: -3.84% (lower mid).
Alpha: -2.97 (lower mid).
Sharpe: -0.47 (lower mid).
Information ratio: -0.91 (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 (₹33,609 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 33.39% (top quartile).
3Y return: 28.27% (top quartile).
1Y return: 1.61% (top quartile).
Alpha: 3.70 (upper mid).
Sharpe: -0.11 (upper mid).
Information ratio: 0.44 (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 Dixon Technologies (India) Ltd (~10.5%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (02 Sep 25)	₹104.408 ↓ -0.18 (-0.17 %)
Net Assets (Cr)	₹33,609 on 31 Jul 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.11
Information Ratio	0.44
Alpha Ratio	3.7
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 20	₹10,000
31 Aug 21	₹16,108
31 Aug 22	₹20,215
31 Aug 23	₹25,558
31 Aug 24	₹41,687
31 Aug 25	₹41,704

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048 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 2 Sep 25

Duration	Returns
1 Month	2.9%
3 Month	4.8%
6 Month	17.7%
1 Year	1.6%
3 Year	28.3%
5 Year	33.4%
10 Year
15 Year
Since launch	22.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	57.1%
2023	41.7%
2022	10.7%
2021	55.8%
2020	9.3%
2019	9.7%
2018	-12.7%
2017	30.8%
2016	5.2%
2015	16.5%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.92 Yr.
Niket Shah	1 Jul 20	5.17 Yr.
Rakesh Shetty	22 Nov 22	2.78 Yr.
Sunil Sawant	1 Jul 24	1.17 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	34.22%
Industrials	18.95%
Consumer Cyclical	16.7%
Communication Services	3.85%
Health Care	3.7%
Financial Services	2.6%
Real Estate	2.03%

Asset Allocation

Asset Class	Value
Cash	17.96%
Equity	82.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	11%	₹3,537 Cr	2,099,999 ↑ 100,000
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	9%	₹3,147 Cr	18,000,050 ↑ 50
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	9%	₹2,978 Cr	50,076,240 ↑ 5,076,240
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	8%	₹2,787 Cr	5,400,005 ↑ 150,005
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| 500251	8%	₹2,634 Cr	5,250,000 ↑ 257,861
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	6%	₹1,876 Cr	2,750,000 ↑ 200,000
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	4%	₹1,511 Cr	13,869,997 ↑ 3,773,933
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	4%	₹1,345 Cr	3,500,000
Bharti Hexacom Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIHEXA	4%	₹1,293 Cr	7,000,000 ↑ 250,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 24 \| MAXHEALTH	4%	₹1,242 Cr	9,969,361

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 (₹65,922 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 32.30% (upper mid).
3Y return: 22.91% (lower mid).
1Y return: -6.69% (bottom quartile).
Alpha: -3.84 (bottom quartile).
Sharpe: -0.51 (bottom quartile).
Information ratio: 0.00 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Multi Commodity Exchange of India Ltd (~2.2%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (02 Sep 25)	₹167.443 ↑ 0.56 (0.33 %)
Net Assets (Cr)	₹65,922 on 31 Jul 25
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	-0.51
Information Ratio	0
Alpha Ratio	-3.84
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 Aug 20	₹10,000
31 Aug 21	₹19,171
31 Aug 22	₹22,076
31 Aug 23	₹29,854
31 Aug 24	₹44,369
31 Aug 25	₹40,510

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113 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 2 Sep 25

Duration	Returns
1 Month	0%
3 Month	0.5%
6 Month	20%
1 Year	-6.7%
3 Year	22.9%
5 Year	32.3%
10 Year
15 Year
Since launch	20.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	26.1%
2023	48.9%
2022	6.5%
2021	74.3%
2020	29.2%
2019	-2.5%
2018	-16.7%
2017	63%
2016	5.6%
2015	15.1%

Fund Manager information for Nippon India Small Cap Fund

Name	Since	Tenure
Samir Rachh	2 Jan 17	8.67 Yr.
Kinjal Desai	25 May 18	7.28 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	22.6%
Financial Services	15.03%
Consumer Cyclical	14.43%
Basic Materials	13.05%
Health Care	8.85%
Consumer Defensive	8.53%
Technology	7.18%
Utility	2.47%
Energy	1.53%
Communication Services	1.43%
Real Estate	0.59%

Asset Allocation

Asset Class	Value
Cash	4.3%
Equity	95.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	2%	₹1,424 Cr	1,851,010
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,342 Cr	6,650,000
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Oct 12 \| KIRLOSBROS	1%	₹881 Cr	4,472,130
Paradeep Phosphates Ltd (Basic Materials) Equity, Since 31 May 22 \| 543530	1%	₹870 Cr	40,362,502 ↑ 1,670,164
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| 590003	1%	₹838 Cr	31,784,062
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	1%	₹801 Cr	899,271
ELANTAS Beck India Ltd (Basic Materials) Equity, Since 28 Feb 13 \| 500123	1%	₹798 Cr	651,246
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹725 Cr	9,100,000
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Apr 18 \| TIINDIA	1%	₹710 Cr	2,499,222
Zydus Wellness Ltd (Consumer Defensive) Equity, Since 31 Aug 16 \| ZYDUSWELL	1%	₹684 Cr	3,369,221 ↑ 17,475

3. 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 (₹36,353 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 30.36% (upper mid).
3Y return: 23.40% (lower mid).
1Y return: 0.16% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.17 (upper mid).
Information ratio: 0.00 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~91%).
Largest holding Firstsource Solutions Ltd (~5.1%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund Growth
Launch Date	3 Apr 08
NAV (02 Sep 25)	₹142.308 ↑ 1.23 (0.87 %)
Net Assets (Cr)	₹36,353 on 31 Jul 25
Category	Equity - Small Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	-0.17
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 20	₹10,000
31 Aug 21	₹18,549
31 Aug 22	₹20,186
31 Aug 23	₹27,782
31 Aug 24	₹37,887
31 Aug 25	₹37,167

HDFC Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 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 2 Sep 25

Duration	Returns
1 Month	1.9%
3 Month	5.2%
6 Month	25.1%
1 Year	0.2%
3 Year	23.4%
5 Year	30.4%
10 Year
15 Year
Since launch	16.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	20.4%
2023	44.8%
2022	4.6%
2021	64.9%
2020	20.2%
2019	-9.5%
2018	-8.1%
2017	60.8%
2016	5.4%
2015	6.4%

Fund Manager information for HDFC Small Cap Fund

Name	Since	Tenure
Chirag Setalvad	28 Jun 14	11.19 Yr.
Dhruv Muchhal	22 Jun 23	2.2 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	23.59%
Consumer Cyclical	18.21%
Technology	13.07%
Health Care	12.61%
Financial Services	11.31%
Basic Materials	7.92%
Consumer Defensive	2.24%
Communication Services	1.75%
Utility	0.36%

Asset Allocation

Asset Class	Value
Cash	8.93%
Equity	91.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Firstsource Solutions Ltd (Technology) Equity, Since 31 Mar 18 \| FSL	5%	₹1,861 Cr	54,453,120
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Jun 19 \| ASTERDM	4%	₹1,459 Cr	24,127,134 ↓ -267,359
eClerx Services Ltd (Technology) Equity, Since 31 Mar 18 \| ECLERX	4%	₹1,420 Cr	3,769,293
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| GABRIEL	3%	₹1,194 Cr	11,506,772 ↓ -600,000
Bank of Baroda (Financial Services) Equity, Since 31 Mar 19 \| 532134	3%	₹1,114 Cr	46,828,792
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	3%	₹1,086 Cr	6,035,882
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 23 \| 532843	2%	₹864 Cr	10,073,132
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Jul 23 \| 543308	2%	₹836 Cr	11,127,166 ↓ -314,939
Sudarshan Chemical Industries Ltd (Basic Materials) Equity, Since 29 Feb 24 \| SUDARSCHEM	2%	₹823 Cr	5,734,275
Power Mech Projects Ltd (Industrials) Equity, Since 31 Aug 15 \| POWERMECH	2%	₹748 Cr	2,392,936 ↓ -77,000

4. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Research Highlights for Franklin India Smaller Companies Fund

Lower mid AUM (₹13,825 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 29.14% (lower mid).
3Y return: 22.56% (bottom quartile).
1Y return: -9.33% (bottom quartile).
Alpha: -5.51 (bottom quartile).
Sharpe: -0.59 (bottom quartile).
Information ratio: -0.06 (bottom quartile).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~3.2%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (02 Sep 25)	₹168.29 ↑ 0.73 (0.44 %)
Net Assets (Cr)	₹13,825 on 31 Jul 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.59
Information Ratio	-0.06
Alpha Ratio	-5.51
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 20	₹10,000
31 Aug 21	₹18,194
31 Aug 22	₹19,752
31 Aug 23	₹27,174
31 Aug 24	₹40,276
31 Aug 25	₹35,949

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 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 2 Sep 25

Duration	Returns
1 Month	-1.1%
3 Month	-2%
6 Month	17.5%
1 Year	-9.3%
3 Year	22.6%
5 Year	29.1%
10 Year
15 Year
Since launch	15.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.2%
2023	52.1%
2022	3.6%
2021	56.4%
2020	18.7%
2019	-5%
2018	-17.4%
2017	43.5%
2016	10.2%
2015	9.6%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.59 Yr.
Sandeep Manam	18 Oct 21	3.87 Yr.
Akhil Kalluri	8 Sep 22	2.98 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	18.85%
Financial Services	17.1%
Industrials	16.95%
Health Care	12.14%
Basic Materials	10.14%
Technology	6.66%
Real Estate	4.57%
Consumer Defensive	3.86%
Utility	2.94%
Energy	0.96%

Asset Allocation

Asset Class	Value
Cash	5.69%
Equity	94.15%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	3%	₹443 Cr	7,329,408
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	3%	₹390 Cr	3,868,691
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹336 Cr	1,866,828
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹296 Cr	3,916,115
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹295 Cr	4,963,469
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹285 Cr	48,064,081
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹278 Cr	3,260,279
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Oct 12 \| 590003	2%	₹278 Cr	10,542,130 ↓ -3,316,913
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹260 Cr	3,220,340
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 14 \| JBCHEPHARM	2%	₹256 Cr	1,448,723

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

Bottom quartile AUM (₹11,027 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 28.84% (lower mid).
3Y return: 23.57% (upper mid).
1Y return: 0.90% (upper mid).
Alpha: 5.32 (top quartile).
Sharpe: -0.06 (top quartile).
Information ratio: 0.20 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Max Healthcare Institute Ltd Ordinary Shares (~3.4%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (02 Sep 25)	₹100.261 ↑ 0.11 (0.11 %)
Net Assets (Cr)	₹11,027 on 31 Jul 25
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.06
Information Ratio	0.2
Alpha Ratio	5.32
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Aug 20	₹10,000
31 Aug 21	₹17,491
31 Aug 22	₹19,221
31 Aug 23	₹22,761
31 Aug 24	₹36,220
31 Aug 25	₹35,825

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 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 2 Sep 25

Duration	Returns
1 Month	1.8%
3 Month	2.1%
6 Month	20.9%
1 Year	0.9%
3 Year	23.6%
5 Year	28.8%
10 Year
15 Year
Since launch	13.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	38.9%
2023	38.4%
2022	2.4%
2021	50.3%
2020	26.4%
2019	5.2%
2018	-15.7%
2017	52.3%
2016	2.5%
2015	9.4%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	0.88 Yr.
Trideep Bhattacharya	1 Oct 21	3.92 Yr.
Raj Koradia	1 Aug 24	1.08 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	23.52%
Consumer Cyclical	14.37%
Industrials	13.44%
Basic Materials	10.81%
Health Care	10.73%
Technology	10.31%
Consumer Defensive	5.2%
Real Estate	2.94%
Energy	2.26%
Communication Services	1.49%
Utility	0.65%

Asset Allocation

Asset Class	Value
Cash	4.28%
Equity	95.72%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 21 \| MAXHEALTH	3%	₹372 Cr	2,981,836
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹342 Cr	662,031
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	3%	₹334 Cr	1,908,695
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	3%	₹287 Cr	4,048,052
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	3%	₹283 Cr	1,559,919 ↑ 235,728
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹257 Cr	180,547 ↓ -17,333
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jan 20 \| DIXON	2%	₹247 Cr	146,827
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹246 Cr	2,865,466
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| 532814	2%	₹228 Cr	3,665,623
Page Industries Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| 532827	2%	₹222 Cr	45,537 ↓ -4,712

6. 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 (₹83,847 Cr).
Established history (18+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 28.56% (bottom quartile).
3Y return: 25.10% (upper mid).
1Y return: 1.54% (upper mid).
Alpha: 2.03 (upper mid).
Sharpe: -0.21 (lower mid).
Information ratio: 0.76 (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 (~4.6%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (02 Sep 25)	₹192.59 ↑ 0.44 (0.23 %)
Net Assets (Cr)	₹83,847 on 31 Jul 25
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	-0.21
Information Ratio	0.76
Alpha Ratio	2.03
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 Aug 20	₹10,000
31 Aug 21	₹16,257
31 Aug 22	₹18,205
31 Aug 23	₹23,925
31 Aug 24	₹35,114
31 Aug 25	₹35,210

HDFC Mid-Cap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for HDFC 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 2 Sep 25

Duration	Returns
1 Month	0.8%
3 Month	1.8%
6 Month	18.5%
1 Year	1.5%
3 Year	25.1%
5 Year	28.6%
10 Year
15 Year
Since launch	17.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	28.6%
2023	44.5%
2022	12.3%
2021	39.9%
2020	21.7%
2019	0.2%
2018	-11.2%
2017	41.7%
2016	11.3%
2015	5.8%

Fund Manager information for HDFC Mid-Cap Opportunities Fund

Name	Since	Tenure
Chirag Setalvad	25 Jun 07	18.2 Yr.
Dhruv Muchhal	22 Jun 23	2.2 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	24.14%
Consumer Cyclical	18.34%
Health Care	12%
Industrials	10.31%
Technology	10.2%
Basic Materials	5.74%
Consumer Defensive	5.12%
Communication Services	2.93%
Energy	2.77%
Utility	1.24%

Asset Allocation

Asset Class	Value
Cash	7.22%
Equity	92.78%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| 500271	5%	₹3,849 Cr	25,638,767
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	4%	₹3,222 Cr	12,039,029 ↑ 2,548,302
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,661 Cr	15,220,600 ↑ 200,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	3%	₹2,588 Cr	127,825,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| 532296	3%	₹2,578 Cr	12,078,021 ↑ 1,462,907
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| 524494	3%	₹2,572 Cr	17,453,014 ↑ 543,142
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	3%	₹2,560 Cr	34,524,735 ↑ 3,943,185
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,324 Cr	55,530,830
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| 532814	3%	₹2,291 Cr	36,854,482
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| 532843	3%	₹2,223 Cr	25,927,319 ↑ 450,000

7. ICICI Prudential Smallcap Fund

(Erstwhile ICICI Prudential Indo Asia Equity Fund)

ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized.

Research Highlights for ICICI Prudential Smallcap Fund

Bottom quartile AUM (₹8,498 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 28.26% (bottom quartile).
3Y return: 17.95% (bottom quartile).
1Y return: -3.84% (lower mid).
Alpha: -2.97 (lower mid).
Sharpe: -0.47 (lower mid).
Information ratio: -0.91 (bottom quartile).
Higher exposure to Industrials vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~84%).
High-quality debt (AAA/AA ~100%).
Largest holding UltraTech Cement Ltd (~3.2%).

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund Growth
Launch Date	18 Oct 07
NAV (02 Sep 25)	₹88.01 ↑ 0.32 (0.36 %)
Net Assets (Cr)	₹8,498 on 31 Jul 25
Category	Equity - Small Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	-0.47
Information Ratio	-0.91
Alpha Ratio	-2.97
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 Aug 20	₹10,000
31 Aug 21	₹18,628
31 Aug 22	₹21,037
31 Aug 23	₹26,433
31 Aug 24	₹35,909
31 Aug 25	₹34,218

ICICI Prudential Smallcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25

Duration	Returns
1 Month	0.9%
3 Month	2.7%
6 Month	22.1%
1 Year	-3.8%
3 Year	18%
5 Year	28.3%
10 Year
15 Year
Since launch	12.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.6%
2023	37.9%
2022	5.7%
2021	61%
2020	22.8%
2019	10%
2018	-22.4%
2017	42.7%
2016	6%
2015	0.5%

Fund Manager information for ICICI Prudential Smallcap Fund

Name	Since	Tenure
Anish Tawakley	18 Sep 23	1.96 Yr.
Sharmila D’mello	30 Jun 22	3.18 Yr.
Aatur Shah	21 Apr 25	0.36 Yr.

Data below for ICICI Prudential Smallcap Fund as on 31 Jul 25

Equity Sector Allocation

Sector	Value
Industrials	25.78%
Basic Materials	24.82%
Consumer Cyclical	12.86%
Health Care	7.51%
Financial Services	3.64%
Consumer Defensive	3.13%
Utility	2.66%
Real Estate	1.43%
Technology	1.15%
Energy	0.79%
Communication Services	0.33%

Asset Allocation

Asset Class	Value
Cash	15.75%
Equity	84.1%
Other	0.15%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Sep 23 \| 532538	3%	₹274 Cr	223,362
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 23 \| LT	3%	₹272 Cr	748,968
Procter & Gamble Health Ltd (Healthcare) Equity, Since 29 Feb 24 \| PGHL	3%	₹233 Cr	394,596 ↑ 46,925
Tata Chemicals Ltd (Basic Materials) Equity, Since 31 Aug 24 \| TATACHEM	3%	₹221 Cr	2,250,000 ↓ -35,261
Gujarat Pipavav Port Ltd (Industrials) Equity, Since 31 Mar 18 \| 533248	2%	₹209 Cr	13,200,000 ↓ -429,398
Hero MotoCorp Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| HEROMOTOCO	2%	₹205 Cr	480,000 ↑ 105,888
Gillette India Ltd (Consumer Defensive) Equity, Since 31 Dec 23 \| GILLETTE	2%	₹200 Cr	184,649
Atul Ltd (Basic Materials) Equity, Since 31 Oct 23 \| ATUL	2%	₹199 Cr	300,000 ↑ 978
Cummins India Ltd (Industrials) Equity, Since 30 Sep 23 \| 500480	2%	₹196 Cr	550,000 ↓ -47,962
TVS Holdings Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| 520056	2%	₹181 Cr	157,000

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!

शुरू हो जाओ

Disclaimer:
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।