SIP ಹೂಡಿಕೆ 2022 ಗಾಗಿ 7 ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಮತ್ತು ಸ್ಮಾಲ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

Updated on December 8, 2025 , 44728 views

ಮಿಡ್ ಕ್ಯಾಪ್ ಮತ್ತುಸಣ್ಣ ಕ್ಯಾಪ್ ನಿಧಿಗಳು ಒಂದು ರೀತಿಯ ಇಕ್ವಿಟಿಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಭವಿಷ್ಯದ ನಾಯಕರಾಗುವ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿರುವ ಕಂಪನಿಗಳ ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತದೆ. ಈ ನಿಧಿಗಳು ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ತಮ್ಮ ಸಂಭಾವ್ಯ ವಿತರಣೆಗಳಿಗೆ ಹೆಸರುವಾಸಿಯಾಗಿದೆ.ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು ಹೊಂದಿರುವ ಕಂಪನಿಗಳಲ್ಲಿ ಹೂಡಿಕೆಮಾರುಕಟ್ಟೆ INR 500 Cr ನಿಂದ INR 1000 Cr ವರೆಗಿನ ಬಂಡವಾಳೀಕರಣ (ಎಂಸಿ= ಕಂಪನಿಯಿಂದ ನೀಡಲಾದ ಷೇರುಗಳ ಸಂಖ್ಯೆ X ಮಾರುಕಟ್ಟೆ ಬೆಲೆ). ಮತ್ತು, ಸ್ಮಾಲ್ ಕ್ಯಾಪ್‌ಗಳನ್ನು ಸಾಮಾನ್ಯವಾಗಿ ಸುಮಾರು INR 500 ಕೋಟಿ ಮಾರುಕಟ್ಟೆ ಕ್ಯಾಪ್ ಹೊಂದಿರುವ ಸಂಸ್ಥೆಗಳು ಎಂದು ವ್ಯಾಖ್ಯಾನಿಸಲಾಗಿದೆ. ಮಿಡ್ ಮತ್ತು ಸ್ಮಾಲ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ದೊಡ್ಡ ಕ್ಯಾಪ್‌ಗಿಂತ ಹೆಚ್ಚಿನ ಅಪಾಯವನ್ನು ಹೊಂದಿದ್ದರೂ, ಈ ಕಂಪನಿಗಳನ್ನು ಉತ್ತಮವಾಗಿ ನಿರ್ವಹಿಸಿದರೆ, ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ದೊಡ್ಡ ಕಂಪನಿಗಳಾಗಿ ಬದಲಾಗಬಹುದು. ಈ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸುವ ಹೂಡಿಕೆದಾರರು a ಮೂಲಕ ಹೂಡಿಕೆ ಮಾಡಲು ಸಲಹೆ ನೀಡುತ್ತಾರೆSIP. SIP ಅಥವಾ ವ್ಯವಸ್ಥಿತಹೂಡಿಕೆ ಯೋಜನೆ ಅತ್ಯಂತ ಪರಿಣಾಮಕಾರಿ ಮಾರ್ಗವಾಗಿದೆಹೂಡಿಕೆ ಒಳಗೆಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು. SIP ಸಾಮಾನ್ಯವಾಗಿ ಮಾಸಿಕ ಅಥವಾ ತ್ರೈಮಾಸಿಕ ಹೂಡಿಕೆಯಾಗಿದ್ದು ಅದು ಪೂರ್ವ ನಿರ್ಧಾರಿತ ದಿನಾಂಕದಂದು ಸ್ವಯಂಚಾಲಿತವಾಗಿ ಸಂಭವಿಸುತ್ತದೆ. ಅದರ ಹೂಡಿಕೆ ಪ್ರಕ್ರಿಯೆಯಿಂದಾಗಿ, ಇದು ಈಕ್ವಿಟಿ ಹೂಡಿಕೆಗಳ ಅಪಾಯಗಳಿಂದ ತಡೆಯಬಹುದು. ಹೂಡಿಕೆಯನ್ನು ಅಭ್ಯಾಸವಾಗಿಸಲು SIP ಗಳು ಉತ್ತಮ ಸಾಧನವಾಗಿದೆ. ಆದ್ದರಿಂದ, ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಮತ್ತು ಸ್ಮಾಲ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ಇಲ್ಲಿವೆSIP ಹೂಡಿಕೆ 2022-2023 ಹೂಡಿಕೆ ಮಾಡಲು.

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SIP FY 22 - 23 ಗಾಗಿ ಅತ್ಯುತ್ತಮ ಪ್ರದರ್ಶನ ನೀಡುವ ಮಿಡ್ ಕ್ಯಾಪ್ ಮತ್ತು ಸ್ಮಾಲ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Invesco India Mid Cap Fund Growth	₹181.59 ↓ -1.69	₹9,320	500	-0.1	2.3	3.9	25.6	24.7	43.1
HDFC Mid-Cap Opportunities Fund Growth	₹200.3 ↓ -1.28	₹89,383	300	2.7	3.4	3	24.4	25.6	28.6
Edelweiss Mid Cap Fund Growth	₹101.909 ↓ -0.81	₹12,647	500	0.5	0.2	-1.5	23.7	25.3	38.9
Motilal Oswal Midcap 30 Fund Growth	₹97.7278 ↓ -2.68	₹37,501	500	-6.9	-3.8	-13.6	22.7	28.2	57.1
Sundaram Mid Cap Fund Growth	₹1,406.17 ↓ -13.09	₹13,236	100	0.8	1.7	-0.4	22.5	23.2	32
ICICI Prudential MidCap Fund Growth	₹303.9 ↓ -2.16	₹6,964	100	1.7	0.7	2.3	20.8	22.8	27
TATA Mid Cap Growth Fund Growth	₹440.307 ↓ -0.52	₹5,283	150	1.8	2.7	0.4	20.6	21.1	22.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Dec 25

Research Highlights & Commentary of 7 Funds showcased

Commentary	Invesco India Mid Cap Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund	Motilal Oswal Midcap 30 Fund	Sundaram Mid Cap Fund	ICICI Prudential MidCap Fund	TATA Mid Cap Growth Fund
Point 1	Lower mid AUM (₹9,320 Cr).	Highest AUM (₹89,383 Cr).	Lower mid AUM (₹12,647 Cr).	Upper mid AUM (₹37,501 Cr).	Upper mid AUM (₹13,236 Cr).	Bottom quartile AUM (₹6,964 Cr).	Bottom quartile AUM (₹5,283 Cr).
Point 2	Established history (18+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Established history (11+ yrs).	Established history (23+ yrs).	Established history (21+ yrs).	Oldest track record among peers (31 yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 24.71% (lower mid).	5Y return: 25.64% (upper mid).	5Y return: 25.26% (upper mid).	5Y return: 28.18% (top quartile).	5Y return: 23.20% (lower mid).	5Y return: 22.77% (bottom quartile).	5Y return: 21.08% (bottom quartile).
Point 6	3Y return: 25.60% (top quartile).	3Y return: 24.39% (upper mid).	3Y return: 23.66% (upper mid).	3Y return: 22.69% (lower mid).	3Y return: 22.46% (lower mid).	3Y return: 20.84% (bottom quartile).	3Y return: 20.56% (bottom quartile).
Point 7	1Y return: 3.88% (top quartile).	1Y return: 3.05% (upper mid).	1Y return: -1.52% (bottom quartile).	1Y return: -13.62% (bottom quartile).	1Y return: -0.40% (lower mid).	1Y return: 2.32% (upper mid).	1Y return: 0.38% (lower mid).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 1.17 (upper mid).	Alpha: -0.23 (lower mid).	Alpha: -4.22 (bottom quartile).	Alpha: -0.05 (lower mid).	Alpha: 2.69 (top quartile).	Alpha: -3.43 (bottom quartile).
Point 9	Sharpe: 0.43 (top quartile).	Sharpe: 0.15 (upper mid).	Sharpe: 0.07 (lower mid).	Sharpe: -0.13 (bottom quartile).	Sharpe: 0.08 (lower mid).	Sharpe: 0.22 (upper mid).	Sharpe: -0.12 (bottom quartile).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.61 (top quartile).	Information ratio: 0.18 (upper mid).	Information ratio: 0.20 (upper mid).	Information ratio: 0.16 (lower mid).	Information ratio: -0.29 (bottom quartile).	Information ratio: -0.66 (bottom quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹9,320 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 24.71% (lower mid).
3Y return: 25.60% (top quartile).
1Y return: 3.88% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.43 (top quartile).
Information ratio: 0.00 (lower mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹89,383 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 25.64% (upper mid).
3Y return: 24.39% (upper mid).
1Y return: 3.05% (upper mid).
Alpha: 1.17 (upper mid).
Sharpe: 0.15 (upper mid).
Information ratio: 0.61 (top quartile).

Edelweiss Mid Cap Fund

Lower mid AUM (₹12,647 Cr).
Established history (17+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 25.26% (upper mid).
3Y return: 23.66% (upper mid).
1Y return: -1.52% (bottom quartile).
Alpha: -0.23 (lower mid).
Sharpe: 0.07 (lower mid).
Information ratio: 0.18 (upper mid).

Motilal Oswal Midcap 30 Fund

Upper mid AUM (₹37,501 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 28.18% (top quartile).
3Y return: 22.69% (lower mid).
1Y return: -13.62% (bottom quartile).
Alpha: -4.22 (bottom quartile).
Sharpe: -0.13 (bottom quartile).
Information ratio: 0.20 (upper mid).

Sundaram Mid Cap Fund

Upper mid AUM (₹13,236 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 23.20% (lower mid).
3Y return: 22.46% (lower mid).
1Y return: -0.40% (lower mid).
Alpha: -0.05 (lower mid).
Sharpe: 0.08 (lower mid).
Information ratio: 0.16 (lower mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹6,964 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 22.77% (bottom quartile).
3Y return: 20.84% (bottom quartile).
1Y return: 2.32% (upper mid).
Alpha: 2.69 (top quartile).
Sharpe: 0.22 (upper mid).
Information ratio: -0.29 (bottom quartile).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,283 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.08% (bottom quartile).
3Y return: 20.56% (bottom quartile).
1Y return: 0.38% (lower mid).
Alpha: -3.43 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: -0.66 (bottom quartile).

*ಆಧಾರಿತ ನಿಧಿಗಳ ಪಟ್ಟಿಆಸ್ತಿ >= 500 ಕೋಟಿ & ಆಧರಿಸಿ ವಿಂಗಡಿಸಲಾಗಿದೆ3 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿ.

1. 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

Lower mid AUM (₹9,320 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 24.71% (lower mid).
3Y return: 25.60% (top quartile).
1Y return: 3.88% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.43 (top quartile).
Information ratio: 0.00 (lower mid).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (10 Dec 25)	₹181.59 ↓ -1.69 (-0.92 %)
Net Assets (Cr)	₹9,320 on 31 Oct 25
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.43
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 Nov 20	₹10,000
30 Nov 21	₹14,577
30 Nov 22	₹15,346
30 Nov 23	₹19,288
30 Nov 24	₹28,186
30 Nov 25	₹31,678

Invesco India Mid Cap 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 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 10 Dec 25

Duration	Returns
1 Month	-1.1%
3 Month	-0.1%
6 Month	2.3%
1 Year	3.9%
3 Year	25.6%
5 Year	24.7%
10 Year
15 Year
Since launch	16.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	43.1%
2023	34.1%
2022	0.5%
2021	43.1%
2020	24.4%
2019	3.8%
2018	-5.3%
2017	44.3%
2016	1.1%
2015	6.4%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	1.98 Yr.
Amit Ganatra	1 Sep 23	2.17 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	34.12%
Health Care	18.22%
Consumer Cyclical	17%
Industrials	9.12%
Real Estate	8.42%
Technology	7.23%
Basic Materials	3.95%
Communication Services	1.39%

Asset Allocation

Asset Class	Value
Cash	0.56%
Equity	99.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	6%	₹521 Cr	5,936,790
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹487 Cr	11,879,113 ↑ 1,517,109
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	5%	₹472 Cr	19,960,984 ↑ 5,368,346
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	5%	₹456 Cr	16,854,973
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	5%	₹428 Cr	2,451,815 ↑ 33,004
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹377 Cr	1,519,233
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	4%	₹375 Cr	2,422,867 ↑ 324,236
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532296	4%	₹353 Cr	1,864,031 ↑ 187,614
Sai Life Sciences Ltd (Healthcare) Equity, Since 31 Dec 24 \| SAILIFE	3%	₹308 Cr	3,351,338 ↑ 116,840
JK Cement Ltd (Basic Materials) Equity, Since 31 Oct 22 \| JKCEMENT	3%	₹297 Cr	477,753

2. 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 (₹89,383 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 25.64% (upper mid).
3Y return: 24.39% (upper mid).
1Y return: 3.05% (upper mid).
Alpha: 1.17 (upper mid).
Sharpe: 0.15 (upper mid).
Information ratio: 0.61 (top quartile).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (10 Dec 25)	₹200.3 ↓ -1.28 (-0.64 %)
Net Assets (Cr)	₹89,383 on 31 Oct 25
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.15
Information Ratio	0.61
Alpha Ratio	1.17
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 Nov 20	₹10,000
30 Nov 21	₹14,372
30 Nov 22	₹16,709
30 Nov 23	₹22,357
30 Nov 24	₹30,167
30 Nov 25	₹32,980

HDFC Mid-Cap Opportunities 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 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 10 Dec 25

Duration	Returns
1 Month	-0.6%
3 Month	2.7%
6 Month	3.4%
1 Year	3%
3 Year	24.4%
5 Year	25.6%
10 Year
15 Year
Since launch	17.6%

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	18.37 Yr.
Dhruv Muchhal	22 Jun 23	2.36 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	26.05%
Consumer Cyclical	17.37%
Health Care	12.3%
Technology	10.16%
Industrials	9.54%
Consumer Defensive	5.46%
Basic Materials	5.26%
Communication Services	2.97%
Energy	2.96%
Utility	1.21%

Asset Allocation

Asset Class	Value
Cash	6.01%
Equity	93.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| 500271	4%	₹3,989 Cr	25,792,853 ↑ 154,086
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	4%	₹3,310 Cr	37,701,056 ↑ 986,090
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| 532814	4%	₹3,165 Cr	36,854,482
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	3%	₹3,024 Cr	127,825,000
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,015 Cr	13,224,300 ↑ 126,829
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| 532843	3%	₹2,848 Cr	27,834,044
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,777 Cr	15,620,600
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,643 Cr	55,530,830
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| 532296	3%	₹2,390 Cr	12,636,078 ↑ 165,940
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| 524494	3%	₹2,256 Cr	17,749,473

3. 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 (₹12,647 Cr).
Established history (17+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 25.26% (upper mid).
3Y return: 23.66% (upper mid).
1Y return: -1.52% (bottom quartile).
Alpha: -0.23 (lower mid).
Sharpe: 0.07 (lower mid).
Information ratio: 0.18 (upper mid).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (10 Dec 25)	₹101.909 ↓ -0.81 (-0.79 %)
Net Assets (Cr)	₹12,647 on 31 Oct 25
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	0.07
Information Ratio	0.18
Alpha Ratio	-0.23
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 Nov 20	₹10,000
30 Nov 21	₹15,173
30 Nov 22	₹16,543
30 Nov 23	₹21,002
30 Nov 24	₹30,545
30 Nov 25	₹32,143

Edelweiss Mid 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 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 10 Dec 25

Duration	Returns
1 Month	-1.4%
3 Month	0.5%
6 Month	0.2%
1 Year	-1.5%
3 Year	23.7%
5 Year	25.3%
10 Year
15 Year
Since launch	13.8%

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	1.05 Yr.
Trideep Bhattacharya	1 Oct 21	4.09 Yr.
Raj Koradia	1 Aug 24	1.25 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	25.36%
Consumer Cyclical	14.43%
Industrials	14.08%
Technology	11.15%
Basic Materials	10.48%
Health Care	9.47%
Consumer Defensive	4.37%
Real Estate	3.25%
Energy	2.52%
Communication Services	1.92%
Utility	0.57%

Asset Allocation

Asset Class	Value
Cash	2.39%
Equity	97.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	3%	₹352 Cr	1,978,522
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 21 \| MAXHEALTH	3%	₹342 Cr	2,975,393 ↓ -258,406
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹326 Cr	550,553 ↓ -37,997
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| 532814	2%	₹288 Cr	3,355,391
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹279 Cr	1,559,919
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹270 Cr	2,636,686 ↓ -228,780
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹254 Cr	274,589 ↑ 57,945
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹251 Cr	180,547
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 17 \| UNOMINDA	2%	₹245 Cr	1,981,889
LG Electronics India Ltd (Technology) Equity, Since 31 Oct 25 \| LGEINDIA	2%	₹244 Cr	1,468,425 ↑ 1,468,425

4. 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 (₹37,501 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 28.18% (top quartile).
3Y return: 22.69% (lower mid).
1Y return: -13.62% (bottom quartile).
Alpha: -4.22 (bottom quartile).
Sharpe: -0.13 (bottom quartile).
Information ratio: 0.20 (upper mid).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (10 Dec 25)	₹97.7278 ↓ -2.68 (-2.67 %)
Net Assets (Cr)	₹37,501 on 31 Oct 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.13
Information Ratio	0.2
Alpha Ratio	-4.22
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 Nov 20	₹10,000
30 Nov 21	₹15,596
30 Nov 22	₹18,569
30 Nov 23	₹24,148
30 Nov 24	₹38,652
30 Nov 25	₹36,880

Motilal Oswal Midcap 30 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 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 10 Dec 25

Duration	Returns
1 Month	-4.5%
3 Month	-6.9%
6 Month	-3.8%
1 Year	-13.6%
3 Year	22.7%
5 Year	28.2%
10 Year
15 Year
Since launch	21.3%

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	1.08 Yr.
Niket Shah	1 Jul 20	5.34 Yr.
Rakesh Shetty	22 Nov 22	2.94 Yr.
Sunil Sawant	1 Jul 24	1.34 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	40.62%
Consumer Cyclical	22.89%
Industrials	12.61%
Communication Services	3.47%
Financial Services	3.46%
Real Estate	2.56%
Health Care	1.61%

Asset Allocation

Asset Class	Value
Cash	12.78%
Equity	87.22%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	9%	₹3,550 Cr	6,000,000
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	9%	₹3,494 Cr	19,650,699 ↓ -99,301
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	9%	₹3,258 Cr	25,000,000
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	9%	₹3,254 Cr	2,100,000 ↑ 62,479
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	8%	₹3,178 Cr	100,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	8%	₹3,058 Cr	60,000,000
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| 500251	6%	₹2,347 Cr	4,999,694
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	5%	₹2,060 Cr	2,673,670 ↓ -476,330
Kaynes Technology India Ltd (Technology) Equity, Since 30 Jun 25 \| KAYNES	4%	₹1,676 Cr	2,500,000 ↑ 150,000
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	4%	₹1,613 Cr	4,000,000

5. 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

Upper mid AUM (₹13,236 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 23.20% (lower mid).
3Y return: 22.46% (lower mid).
1Y return: -0.40% (lower mid).
Alpha: -0.05 (lower mid).
Sharpe: 0.08 (lower mid).
Information ratio: 0.16 (lower mid).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (10 Dec 25)	₹1,406.17 ↓ -13.09 (-0.92 %)
Net Assets (Cr)	₹13,236 on 31 Oct 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.08
Information Ratio	0.16
Alpha Ratio	-0.05
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 Nov 20	₹10,000
30 Nov 21	₹14,134
30 Nov 22	₹15,433
30 Nov 23	₹19,952
30 Nov 24	₹27,745
30 Nov 25	₹29,475

Sundaram 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 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 10 Dec 25

Duration	Returns
1 Month	-2%
3 Month	0.8%
6 Month	1.7%
1 Year	-0.4%
3 Year	22.5%
5 Year	23.2%
10 Year
15 Year
Since launch	23.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	32%
2023	40.4%
2022	4.8%
2021	37.5%
2020	11.8%
2019	-0.3%
2018	-15.4%
2017	40.8%
2016	11.3%
2015	11.2%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	4.69 Yr.
Ratish Varier	24 Feb 21	4.69 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	20.32%
Consumer Cyclical	16.05%
Industrials	14.56%
Health Care	10.39%
Basic Materials	9.54%
Consumer Defensive	6.08%
Technology	5.69%
Real Estate	3.78%
Utility	2.46%
Communication Services	2.21%
Energy	2.21%

Asset Allocation

Asset Class	Value
Cash	6.43%
Equity	93.55%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	4%	₹553 Cr	1,273,753
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹376 Cr	11,920,703
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Dec 21 \| 532843	3%	₹367 Cr	3,592,166 ↓ -199,021
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	3%	₹364 Cr	1,712,601
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹358 Cr	1,179,542
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹311 Cr	37,978,844 ↑ 366,859
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| 532814	2%	₹295 Cr	3,438,637 ↓ -163,632
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Oct 21 \| HINDPETRO	2%	₹292 Cr	6,144,382
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹284 Cr	5,565,334 ↑ 134,599
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹281 Cr	11,865,970 ↓ -478,676

6. ICICI Prudential MidCap Fund

To generate capital appreciation by actively investing in diversified mid cap stocks.

Research Highlights for ICICI Prudential MidCap Fund

Bottom quartile AUM (₹6,964 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 22.77% (bottom quartile).
3Y return: 20.84% (bottom quartile).
1Y return: 2.32% (upper mid).
Alpha: 2.69 (top quartile).
Sharpe: 0.22 (upper mid).
Information ratio: -0.29 (bottom quartile).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (10 Dec 25)	₹303.9 ↓ -2.16 (-0.71 %)
Net Assets (Cr)	₹6,964 on 31 Oct 25
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.22
Information Ratio	-0.29
Alpha Ratio	2.69
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 Nov 20	₹10,000
30 Nov 21	₹15,050
30 Nov 22	₹16,184
30 Nov 23	₹19,809
30 Nov 24	₹26,903
30 Nov 25	₹29,464

ICICI Prudential MidCap 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 ICICI Prudential MidCap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Dec 25

Duration	Returns
1 Month	-1.6%
3 Month	1.7%
6 Month	0.7%
1 Year	2.3%
3 Year	20.8%
5 Year	22.8%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	27%
2023	32.8%
2022	3.1%
2021	44.8%
2020	19.1%
2019	-0.6%
2018	-10.8%
2017	42.9%
2016	4.8%
2015	5.1%

Fund Manager information for ICICI Prudential MidCap Fund

Name	Since	Tenure
Lalit Kumar	1 Jul 22	3.34 Yr.
Sharmila D’mello	31 Jul 22	3.26 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Basic Materials	27.85%
Industrials	21.61%
Financial Services	20.1%
Consumer Cyclical	11.2%
Communication Services	9.29%
Real Estate	6.76%
Health Care	1.36%
Technology	0.37%
Utility	0.15%

Asset Allocation

Asset Class	Value
Cash	1.3%
Equity	98.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 532286	4%	₹297 Cr	2,786,470
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	4%	₹262 Cr	824,501
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	4%	₹256 Cr	1,376,584
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹255 Cr	1,425,196
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹251 Cr	1,011,840 ↑ 43,485
UPL Ltd (Basic Materials) Equity, Since 31 Oct 22 \| UPL	4%	₹250 Cr	3,465,469
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Jun 23 \| PRESTIGE	4%	₹247 Cr	1,418,018
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹234 Cr	3,106,731
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹234 Cr	1,308,585 ↑ 100,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹229 Cr	247,972

7. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

Research Highlights for TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,283 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.08% (bottom quartile).
3Y return: 20.56% (bottom quartile).
1Y return: 0.38% (lower mid).
Alpha: -3.43 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: -0.66 (bottom quartile).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (10 Dec 25)	₹440.307 ↓ -0.52 (-0.12 %)
Net Assets (Cr)	₹5,283 on 31 Oct 25
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	-0.12
Information Ratio	-0.66
Alpha Ratio	-3.43
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Nov 20	₹10,000
30 Nov 21	₹14,430
30 Nov 22	₹15,085
30 Nov 23	₹19,797
30 Nov 24	₹25,692
30 Nov 25	₹26,933

TATA Mid Cap Growth 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 TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Dec 25

Duration	Returns
1 Month	-1%
3 Month	1.8%
6 Month	2.7%
1 Year	0.4%
3 Year	20.6%
5 Year	21.1%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	22.7%
2023	40.5%
2022	0.6%
2021	40%
2020	24.3%
2019	6.5%
2018	-13%
2017	49.8%
2016	-2.2%
2015	10.8%

Fund Manager information for TATA Mid Cap Growth Fund

Name	Since	Tenure
Satish Mishra	9 Mar 21	4.65 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Industrials	18.83%
Financial Services	18.39%
Health Care	14.69%
Consumer Cyclical	12.88%
Basic Materials	11.93%
Technology	4.87%
Real Estate	3.28%
Communication Services	3.27%
Consumer Defensive	3.15%
Utility	1.94%
Energy	1.62%

Asset Allocation

Asset Class	Value
Cash	4.6%
Equity	95.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Mar 21 \| 500480	3%	₹161 Cr	369,694
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| 532814	3%	₹159 Cr	1,848,863
Alkem Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| ALKEM	3%	₹154 Cr	278,911
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| 540611	3%	₹149 Cr	1,700,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 18 \| FEDERALBNK	2%	₹125 Cr	5,297,792 ↑ 797,792
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| UNOMINDA	2%	₹124 Cr	1,001,126
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	2%	₹122 Cr	1,700,000
L&T Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| LTF	2%	₹122 Cr	4,500,000
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIGI	2%	₹120 Cr	600,000
Lupin Ltd (Healthcare) Equity, Since 31 Dec 22 \| 500257	2%	₹118 Cr	600,000

Disclaimer:
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಖಾತರಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.