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2022 ರಲ್ಲಿ ಭಾರತದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಮತ್ತು ಸ್ಮಾಲ್ ಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

Updated on February 16, 2026 , 18453 views

ಅತ್ಯುತ್ತಮ ಮಧ್ಯ ಮತ್ತು ಹುಡುಕಲಾಗುತ್ತಿದೆಸಣ್ಣ ಕ್ಯಾಪ್ ನಿಧಿಗಳು? ಸರಿ,ಮಿಡ್ ಕ್ಯಾಪ್ & ಸಣ್ಣ ಕ್ಯಾಪ್ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ದೀರ್ಘಾವಧಿಯ ಅತ್ಯುತ್ತಮ ಸಂಪತ್ತು ಸೃಷ್ಟಿ ಸಾಧನಗಳಲ್ಲಿ ಒಂದಾಗಿದೆಹಣಕಾಸಿನ ಗುರಿಗಳು. ಈ ಹಣಕಾಸಿನ ಗುರಿಗಳು ಮಗುವಿನ ಶಿಕ್ಷಣವನ್ನು ಒಳಗೊಂಡಿರಬಹುದು,ನಿವೃತ್ತಿ ಯೋಜನೆ, ಇತ್ಯಾದಿ. ಮಿಡ್ ಮತ್ತು ಸ್ಮಾಲ್ ಕ್ಯಾಪ್‌ಗಳನ್ನು ವಿಶಿಷ್ಟವಾಗಿ ಸಂಸ್ಥೆಗಳೆಂದು ವ್ಯಾಖ್ಯಾನಿಸಲಾಗಿದೆ aಮಾರುಕಟ್ಟೆ INR 500 ಕೋಟಿಗಿಂತ ಕಡಿಮೆ ಬಂಡವಾಳೀಕರಣ. & ಮಿಡ್‌ಕ್ಯಾಪ್ ಮಾರುಕಟ್ಟೆ ಬಂಡವಾಳೀಕರಣ INR 10 ಕ್ಕಿಂತ ಕಡಿಮೆ,000 ಕೋಟಿ. ಆದರೆ, ದೊಡ್ಡ ಕ್ಯಾಪ್ ಕಂಪನಿಗಳಿಗೆ ಹೋಲಿಸಿದರೆ ಮಿಡ್ ಮತ್ತು ಸ್ಮಾಲ್ ಕ್ಯಾಪ್‌ಗಳೊಂದಿಗೆ ವೈಫಲ್ಯದ ಅಪಾಯ ಹೆಚ್ಚು. ಆದಾಗ್ಯೂ, ಮಧ್ಯಮ ಮತ್ತು ಸಣ್ಣ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ಪೋರ್ಟ್‌ಫೋಲಿಯೊಗಳನ್ನು ವೈವಿಧ್ಯಗೊಳಿಸಲು ಸಹಾಯ ಮಾಡುತ್ತದೆ ಮತ್ತು ಹೂಡಿಕೆದಾರರು ಒಟ್ಟಾರೆ ಪೋರ್ಟ್‌ಫೋಲಿಯೊದಲ್ಲಿ ಸಣ್ಣ ಹಂಚಿಕೆಯನ್ನು ತೆಗೆದುಕೊಳ್ಳಬಹುದು. ಈ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸುತ್ತಿರುವ ಹೂಡಿಕೆದಾರರು, ಕೆಳಗೆ ಪಟ್ಟಿ ಮಾಡಲಾದ ಉತ್ತಮ ಪ್ರದರ್ಶನ ನೀಡುವ ಮಿಡ್ ಮತ್ತು ಸ್ಮಾಲ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಿಂದ ನಿಧಿಯನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದು.

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Best-Mid-and-Small-Cap-Mutual-Funds

2022 ರಲ್ಲಿ ಭಾರತದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಟಾಪ್ 7 ಅತ್ಯುತ್ತಮ ಮಿಡ್ ಮತ್ತು ಸ್ಮಾಲ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Small Cap Fund Growth ₹164.458
↑ 0.53
₹68,287-3.6-1.714.321.223.6-4.7
Motilal Oswal Midcap 30 Fund  Growth ₹93.4768
↑ 0.28
₹36,880-9.2-91.823.123.5-12.1
HDFC Mid-Cap Opportunities Fund Growth ₹205.107
↑ 0.60
₹92,6420.76.122.326.2236.8
Edelweiss Mid Cap Fund Growth ₹104.124
↑ 0.66
₹13,6500.13.221.726.121.33.8
Invesco India Mid Cap Fund Growth ₹183.03
↑ 0.89
₹10,296-1.30.72627.721.26.3
HDFC Small Cap Fund Growth ₹135.293
↑ 0.33
₹37,753-4.7-3.815.518.820.8-0.6
ICICI Prudential MidCap Fund Growth ₹321.25
↑ 3.53
₹7,1322.98.129.425.320.611.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 7 Funds showcased

CommentaryNippon India Small Cap FundMotilal Oswal Midcap 30 Fund HDFC Mid-Cap Opportunities FundEdelweiss Mid Cap FundInvesco India Mid Cap FundHDFC Small Cap FundICICI Prudential MidCap Fund
Point 1Upper mid AUM (₹68,287 Cr).Lower mid AUM (₹36,880 Cr).Highest AUM (₹92,642 Cr).Lower mid AUM (₹13,650 Cr).Bottom quartile AUM (₹10,296 Cr).Upper mid AUM (₹37,753 Cr).Bottom quartile AUM (₹7,132 Cr).
Point 2Established history (15+ yrs).Established history (11+ yrs).Established history (18+ yrs).Established history (18+ yrs).Established history (18+ yrs).Established history (17+ yrs).Oldest track record among peers (21 yrs).
Point 3Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).Rating: 2★ (bottom quartile).
Point 4Risk 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 55Y return: 23.59% (top quartile).5Y return: 23.48% (upper mid).5Y return: 23.01% (upper mid).5Y return: 21.35% (lower mid).5Y return: 21.16% (lower mid).5Y return: 20.83% (bottom quartile).5Y return: 20.64% (bottom quartile).
Point 63Y return: 21.19% (bottom quartile).3Y return: 23.12% (lower mid).3Y return: 26.24% (upper mid).3Y return: 26.05% (upper mid).3Y return: 27.66% (top quartile).3Y return: 18.83% (bottom quartile).3Y return: 25.32% (lower mid).
Point 71Y return: 14.26% (bottom quartile).1Y return: 1.83% (bottom quartile).1Y return: 22.26% (upper mid).1Y return: 21.70% (lower mid).1Y return: 25.99% (upper mid).1Y return: 15.51% (lower mid).1Y return: 29.36% (top quartile).
Point 8Alpha: -1.23 (lower mid).Alpha: -18.12 (bottom quartile).Alpha: 0.63 (upper mid).Alpha: -1.98 (bottom quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 4.76 (top quartile).
Point 9Sharpe: -0.42 (bottom quartile).Sharpe: -0.79 (bottom quartile).Sharpe: 0.12 (upper mid).Sharpe: -0.02 (lower mid).Sharpe: 0.11 (upper mid).Sharpe: -0.23 (lower mid).Sharpe: 0.33 (top quartile).
Point 10Information ratio: -0.02 (bottom quartile).Information ratio: 0.10 (upper mid).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: -0.16 (bottom quartile).

Nippon India Small Cap Fund

  • Upper mid AUM (₹68,287 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 23.59% (top quartile).
  • 3Y return: 21.19% (bottom quartile).
  • 1Y return: 14.26% (bottom quartile).
  • Alpha: -1.23 (lower mid).
  • Sharpe: -0.42 (bottom quartile).
  • Information ratio: -0.02 (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: 23.48% (upper mid).
  • 3Y return: 23.12% (lower mid).
  • 1Y return: 1.83% (bottom quartile).
  • Alpha: -18.12 (bottom quartile).
  • Sharpe: -0.79 (bottom quartile).
  • Information ratio: 0.10 (upper mid).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹92,642 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.01% (upper mid).
  • 3Y return: 26.24% (upper mid).
  • 1Y return: 22.26% (upper mid).
  • Alpha: 0.63 (upper mid).
  • Sharpe: 0.12 (upper mid).
  • 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: 21.35% (lower mid).
  • 3Y return: 26.05% (upper mid).
  • 1Y return: 21.70% (lower mid).
  • Alpha: -1.98 (bottom quartile).
  • Sharpe: -0.02 (lower mid).
  • Information ratio: 0.40 (upper 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: 21.16% (lower mid).
  • 3Y return: 27.66% (top quartile).
  • 1Y return: 25.99% (upper mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.11 (upper mid).
  • Information ratio: 0.00 (lower 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: 20.83% (bottom quartile).
  • 3Y return: 18.83% (bottom quartile).
  • 1Y return: 15.51% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.23 (lower mid).
  • Information ratio: 0.00 (lower mid).

ICICI Prudential MidCap Fund

  • Bottom quartile AUM (₹7,132 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.64% (bottom quartile).
  • 3Y return: 25.32% (lower mid).
  • 1Y return: 29.36% (top quartile).
  • Alpha: 4.76 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: -0.16 (bottom quartile).
*ಮೇಲೆ ಅತ್ಯುತ್ತಮ ಪಟ್ಟಿ ಇದೆಮಧ್ಯಮ ಮತ್ತು ಸಣ್ಣ ಮೇಲಿನ AUM/Net ಸ್ವತ್ತುಗಳನ್ನು ಹೊಂದಿರುವ ನಿಧಿಗಳು100 ಕೋಟಿ. ವಿಂಗಡಿಸಲಾಗಿದೆಕಳೆದ 5 ವರ್ಷಗಳ ರಿಟರ್ನ್.

1. 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: 23.59% (top quartile).
  • 3Y return: 21.19% (bottom quartile).
  • 1Y return: 14.26% (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 (~3.4%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (18 Feb 26) ₹164.458 ↑ 0.53   (0.32 %)
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.

DateValue
31 Jan 21₹10,000
31 Jan 22₹17,257
31 Jan 23₹18,306
31 Jan 24₹28,687
31 Jan 25₹31,667
31 Jan 26₹31,833

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
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 18 Feb 26

DurationReturns
1 Month 1.9%
3 Month -3.6%
6 Month -1.7%
1 Year 14.3%
3 Year 21.2%
5 Year 23.6%
10 Year
15 Year
Since launch 19.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Samir Rachh2 Jan 179.09 Yr.
Kinjal Desai25 May 187.7 Yr.
Lokesh Maru5 Sep 250.41 Yr.
Divya Sharma5 Sep 250.41 Yr.

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

Equity Sector Allocation
SectorValue
Industrials19.87%
Financial Services17.63%
Consumer Cyclical13.65%
Consumer Defensive11.02%
Basic Materials11%
Health Care9.06%
Technology6.72%
Utility3.16%
Energy1.39%
Communication Services1.17%
Real Estate1.08%
Asset Allocation
Asset ClassValue
Cash4.26%
Equity95.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
3%₹2,219 Cr8,778,789
↓ -476,261
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,422 Cr15,300,000
↑ 2,000,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
2%₹1,115 Cr10,347,848
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
2%₹1,082 Cr35,913,511
↓ -2,227,363
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 24 | AXISBANK
1%₹819 Cr5,977,976
eClerx Services Ltd (Technology)
Equity, Since 31 Jul 20 | ECLERX
1%₹797 Cr1,712,794
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | BHEL
1%₹775 Cr29,507,422
Emami Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | EMAMILTD
1%₹772 Cr15,948,302
↑ 150,000
Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL
1%₹764 Cr17,048,030
TD Power Systems Ltd (Industrials)
Equity, Since 31 Dec 15 | TDPOWERSYS
1%₹743 Cr10,178,244

2. 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: 23.48% (upper mid).
  • 3Y return: 23.12% (lower mid).
  • 1Y return: 1.83% (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.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • Largest holding Persistent Systems Ltd (~9.8%).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (18 Feb 26) ₹93.4768 ↑ 0.28   (0.30 %)
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.

DateValue
31 Jan 21₹10,000
31 Jan 22₹15,611
31 Jan 23₹17,167
31 Jan 24₹25,382
31 Jan 25₹32,939
31 Jan 26₹31,530

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
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 18 Feb 26

DurationReturns
1 Month -4.1%
3 Month -9.2%
6 Month -9%
1 Year 1.8%
3 Year 23.1%
5 Year 23.5%
10 Year
15 Year
Since launch 20.5%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Varun Sharma21 Jan 260.03 Yr.
Swapnil Mayekar18 Nov 250.2 Yr.
Ajay Khandelwal1 Oct 241.33 Yr.
Ankit Agarwal21 Jan 260.03 Yr.
Rakesh Shetty22 Nov 223.19 Yr.

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

Equity Sector Allocation
SectorValue
Technology32.1%
Financial Services19.54%
Consumer Cyclical13.52%
Industrials9.23%
Communication Services8.81%
Real Estate2.56%
Health Care0.83%
Asset Allocation
Asset ClassValue
Cash6.54%
Equity93.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹3,391 Cr5,618,243
↓ -351,597
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,308 Cr20,000,000
↑ 250,000
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
8%₹2,650 Cr23,299,158
↑ 798,031
Nifty February 2026 Future
- | -
7%₹2,450 Cr964,015
↑ 964,015
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 543320
7%₹2,359 Cr86,225,827
↑ 9,724,827
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
6%₹2,220 Cr61,385,972
↑ 1,342,732
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL
5%₹1,874 Cr9,517,664
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL
5%₹1,747 Cr51,423,983
↑ 3,923,983
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
5%₹1,642 Cr4,084,550
↑ 84,550
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
5%₹1,565 Cr1,497,807
↓ -602,193

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: 23.01% (upper mid).
  • 3Y return: 26.24% (upper mid).
  • 1Y return: 22.26% (upper mid).
  • Alpha: 0.63 (upper mid).
  • Sharpe: 0.12 (upper mid).
  • Information ratio: 0.44 (top quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~94%).
  • Largest holding Max Financial Services Ltd (~4.5%).

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

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (18 Feb 26) ₹205.107 ↑ 0.60   (0.29 %)
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.

DateValue
31 Jan 21₹10,000
31 Jan 22₹14,198
31 Jan 23₹15,668
31 Jan 24₹23,837
31 Jan 25₹27,373
31 Jan 26₹30,843

HDFC Mid-Cap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
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 18 Feb 26

DurationReturns
1 Month 1.4%
3 Month 0.7%
6 Month 6.1%
1 Year 22.3%
3 Year 26.2%
5 Year 23%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Chirag Setalvad25 Jun 0718.62 Yr.
Dhruv Muchhal22 Jun 232.61 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services28.17%
Consumer Cyclical16.14%
Health Care12.84%
Technology9.69%
Industrials9.41%
Consumer Defensive6.78%
Basic Materials5.03%
Energy2.57%
Communication Services2.43%
Utility0.99%
Asset Allocation
Asset ClassValue
Cash5.95%
Equity94.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | MFSL
5%₹4,162 Cr25,792,853
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | AUBANK
4%₹3,861 Cr39,301,056
↑ 100,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK
4%₹3,678 Cr127,825,000
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | INDIANB
4%₹3,360 Cr36,854,482
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
3%₹3,049 Cr13,224,300
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | IPCALAB
3%₹2,647 Cr17,994,512
↑ 74,143
Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE
3%₹2,583 Cr15,620,600
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 18 | GLENMARK
3%₹2,555 Cr12,675,440
↑ 39,362
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 23 | FORTIS
3%₹2,417 Cr28,387,340
↑ 553,296
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO
3%₹2,371 Cr55,530,830

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: 21.35% (lower mid).
  • 3Y return: 26.05% (upper mid).
  • 1Y return: 21.70% (lower mid).
  • Alpha: -1.98 (bottom quartile).
  • Sharpe: -0.02 (lower mid).
  • Information ratio: 0.40 (upper mid).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Persistent Systems Ltd (~2.7%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (18 Feb 26) ₹104.124 ↑ 0.66   (0.63 %)
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.

DateValue
31 Jan 21₹10,000
31 Jan 22₹14,507
31 Jan 23₹14,791
31 Jan 24₹21,862
31 Jan 25₹26,654
31 Jan 26₹29,488

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
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 18 Feb 26

DurationReturns
1 Month 1.3%
3 Month 0.1%
6 Month 3.2%
1 Year 21.7%
3 Year 26.1%
5 Year 21.3%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dhruv Bhatia14 Oct 241.3 Yr.
Trideep Bhattacharya1 Oct 214.34 Yr.
Raj Koradia1 Aug 241.5 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.09%
Consumer Cyclical12.97%
Industrials12.77%
Basic Materials11%
Technology8.08%
Health Care7.98%
Consumer Defensive4.48%
Communication Services3.34%
Energy3.04%
Real Estate2.37%
Utility0.62%
Asset Allocation
Asset ClassValue
Cash3.26%
Equity96.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹376 Cr623,702
↓ -13,586
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX
3%₹347 Cr1,372,945
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
2%₹335 Cr2,027,488
↑ 32,339
BSE Ltd (Financial Services)
Equity, Since 31 Mar 24 | BSE
2%₹326 Cr1,165,394
↑ 19,492
Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | MARICO
2%₹322 Cr4,417,032
↑ 72,165
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
2%₹321 Cr11,159,723
↑ 188,884
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | FORTIS
2%₹294 Cr3,454,648
↑ 817,962
Indian Bank (Financial Services)
Equity, Since 31 Jan 21 | INDIANB
2%₹285 Cr3,120,547
↑ 61,392
IDFC First Bank Ltd (Financial Services)
Equity, Since 31 Aug 25 | IDFCFIRSTB
2%₹278 Cr33,269,009
↑ 644,561
Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL
2%₹275 Cr5,394,502
↑ 1,987,762

5. 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: 21.16% (lower mid).
  • 3Y return: 27.66% (top quartile).
  • 1Y return: 25.99% (upper mid).
  • Alpha: 0.00 (upper 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 (~100%).
  • Largest holding The Federal Bank Ltd (~6.4%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (18 Feb 26) ₹183.03 ↑ 0.89   (0.49 %)
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.

DateValue
31 Jan 21₹10,000
31 Jan 22₹13,952
31 Jan 23₹13,908
31 Jan 24₹20,016
31 Jan 25₹24,576
31 Jan 26₹27,323

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 18 Feb 26

DurationReturns
1 Month 2.4%
3 Month -1.3%
6 Month 0.7%
1 Year 26%
3 Year 27.7%
5 Year 21.2%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Aditya Khemani9 Nov 232.23 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services37.67%
Health Care18.22%
Consumer Cyclical17.32%
Real Estate8.45%
Industrials7.73%
Technology6.17%
Basic Materials4.07%
Asset Allocation
Asset ClassValue
Cash0.38%
Equity99.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
6%₹642 Cr22,304,132
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | AUBANK
6%₹583 Cr5,936,790
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
5%₹519 Cr3,554,407
↑ 1,102,592
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
5%₹483 Cr16,854,973
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY
5%₹462 Cr14,930,446
↑ 1,225,171
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
5%₹457 Cr4,774,196
↑ 2,035,435
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
4%₹425 Cr1,519,233
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL
4%₹398 Cr2,468,180
↑ 45,313
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK
4%₹376 Cr1,864,031
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 24 | INDIGO
4%₹374 Cr814,012

6. 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: 20.83% (bottom quartile).
  • 3Y return: 18.83% (bottom quartile).
  • 1Y return: 15.51% (lower mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.23 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~92%).
  • Largest holding Firstsource Solutions Ltd (~4.8%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (18 Feb 26) ₹135.293 ↑ 0.33   (0.24 %)
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.

DateValue
31 Jan 21₹10,000
31 Jan 22₹16,272
31 Jan 23₹17,049
31 Jan 24₹26,272
31 Jan 25₹27,387
31 Jan 26₹28,831

HDFC Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
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 18 Feb 26

DurationReturns
1 Month 0.1%
3 Month -4.7%
6 Month -3.8%
1 Year 15.5%
3 Year 18.8%
5 Year 20.8%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Chirag Setalvad28 Jun 1411.61 Yr.
Dhruv Muchhal22 Jun 232.62 Yr.

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

Equity Sector Allocation
SectorValue
Industrials22.09%
Consumer Cyclical19.49%
Financial Services13.8%
Technology12.74%
Health Care10.57%
Basic Materials7.2%
Consumer Defensive4.17%
Communication Services1.45%
Asset Allocation
Asset ClassValue
Cash8.5%
Equity91.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
5%₹1,768 Cr55,264,362
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA
4%₹1,402 Cr46,828,792
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
4%₹1,396 Cr3,001,989
↓ -139,255
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
4%₹1,321 Cr23,927,134
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
2%₹902 Cr6,556,651
↑ 50,000
Indian Bank (Financial Services)
Equity, Since 31 Jul 16 | INDIANB
2%₹883 Cr9,688,128
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL
2%₹863 Cr9,243,189
↑ 19,814
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | FORTIS
2%₹804 Cr9,440,132
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 543308
2%₹672 Cr11,127,166
Great Eastern Shipping Co Ltd (Industrials)
Equity, Since 31 Jan 15 | GESHIP
2%₹629 Cr5,229,582

7. 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 (₹7,132 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.64% (bottom quartile).
  • 3Y return: 25.32% (lower mid).
  • 1Y return: 29.36% (top quartile).
  • Alpha: 4.76 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: -0.16 (bottom quartile).
  • Higher exposure to Basic Materials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding Muthoot Finance Ltd (~4.5%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (18 Feb 26) ₹321.25 ↑ 3.53   (1.11 %)
Net Assets (Cr) ₹7,132 on 31 Dec 25
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 0.33
Information Ratio -0.16
Alpha Ratio 4.76
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.

DateValue
31 Jan 21₹10,000
31 Jan 22₹14,449
31 Jan 23₹14,706
31 Jan 24₹20,911
31 Jan 25₹23,700
31 Jan 26₹27,225

ICICI Prudential MidCap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
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 18 Feb 26

DurationReturns
1 Month 3.2%
3 Month 2.9%
6 Month 8.1%
1 Year 29.4%
3 Year 25.3%
5 Year 20.6%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.1%
2023 27%
2022 32.8%
2021 3.1%
2020 44.8%
2019 19.1%
2018 -0.6%
2017 -10.8%
2016 42.9%
2015 4.8%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Lalit Kumar1 Jul 223.59 Yr.
Sharmila D’mello31 Jul 223.51 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials28.43%
Financial Services22.54%
Industrials21.17%
Consumer Cyclical11.64%
Communication Services6.93%
Real Estate5.62%
Health Care1.62%
Technology0.34%
Utility0.15%
Asset Allocation
Asset ClassValue
Cash1.55%
Equity98.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | MUTHOOTFIN
5%₹316 Cr824,501
Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jan 22 | JINDALSTEL
5%₹315 Cr2,786,470
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 24 | MCX
4%₹313 Cr1,239,860
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO
4%₹292 Cr1,425,196
BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE
4%₹283 Cr1,011,840
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
4%₹256 Cr3,106,731
UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL
4%₹244 Cr3,465,469
PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 543390
3%₹217 Cr1,308,585
Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 24 | VEDL
3%₹213 Cr3,128,459
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
3%₹213 Cr1,376,584

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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.
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