+91-22-48913909SIP നിക്ഷേപത്തിനുള്ള 7 മികച്ച മിഡ് & സ്മോൾ ക്യാപ് ഫണ്ടുകൾ 2022
മിഡ് ക്യാപ് ഒപ്പംസ്മോൾ ക്യാപ് ഫണ്ടുകൾ ഒരു തരം ഇക്വിറ്റിയാണ്മ്യൂച്വൽ ഫണ്ട് ഭാവിയിലെ നേതാക്കളാകാൻ സാധ്യതയുള്ള കമ്പനികളുടെ ഓഹരികളിൽ നിക്ഷേപിക്കുന്നു. ഈ ഫണ്ടുകൾ ദീർഘകാലാടിസ്ഥാനത്തിലുള്ള ഡെലിവറികൾക്കായി അറിയപ്പെടുന്നു.മിഡ് ക്യാപ് ഫണ്ടുകൾ ഉള്ള കമ്പനികളിൽ നിക്ഷേപിക്കുകവിപണി 500 Cr മുതൽ INR 1000 Cr വരെയുള്ള മൂലധനവൽക്കരണം (എംസി= കമ്പനി ഇഷ്യൂ ചെയ്യുന്ന ഓഹരികളുടെ എണ്ണം X മാർക്കറ്റ് വില) കൂടാതെ, ഏകദേശം 500 കോടി രൂപ വിപണി മൂലധനമുള്ള സ്ഥാപനങ്ങളെയാണ് സ്മോൾ ക്യാപ്സ് എന്ന് നിർവചിക്കുന്നത്. മിഡ്, സ്മോൾ ക്യാപ് ഫണ്ടുകൾക്ക് ലാർജ് ക്യാപ്പിനേക്കാൾ ഉയർന്ന അപകടസാധ്യതയുണ്ടെങ്കിലും, ഈ കമ്പനികൾ നന്നായി കൈകാര്യം ചെയ്യുകയാണെങ്കിൽ, ദീർഘകാലാടിസ്ഥാനത്തിൽ വലിയ കമ്പനികളായി മാറാൻ കഴിയും. ഈ ഫണ്ടുകളിൽ നിക്ഷേപിക്കാൻ പദ്ധതിയിടുന്ന നിക്ഷേപകർ എ വഴി നിക്ഷേപിക്കാൻ നിർദ്ദേശിക്കുന്നുഎസ്.ഐ.പി. SIP അല്ലെങ്കിൽ സിസ്റ്റമാറ്റിക്നിക്ഷേപ പദ്ധതി ഏറ്റവും ഫലപ്രദമായ മാർഗമാണ്നിക്ഷേപിക്കുന്നു ഇൻഇക്വിറ്റി ഫണ്ടുകൾ. ഒരു എസ്ഐപി സാധാരണയായി പ്രതിമാസ അല്ലെങ്കിൽ ത്രൈമാസ നിക്ഷേപമാണ്, അത് മുൻകൂട്ടി നിശ്ചയിച്ച തീയതിയിൽ സ്വയമേവ സംഭവിക്കുന്നു. അതിന്റെ നിക്ഷേപ പ്രക്രിയ കാരണം, ഇക്വിറ്റി നിക്ഷേപങ്ങളുടെ അപകടങ്ങളിൽ നിന്ന് ഇതിന് തടയാനാകും. നിക്ഷേപം ഒരു ശീലമാക്കാനുള്ള മികച്ച ഉപാധി കൂടിയാണ് എസ്ഐപി. അതിനാൽ, അതിനുള്ള മികച്ച മിഡ്, സ്മോൾ ക്യാപ് ഫണ്ടുകൾ ഇതാSIP നിക്ഷേപം 2022 - 2023 നിക്ഷേപിക്കാൻ.
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SIP FY 22 - 23 ന് മികച്ച പ്രകടനം നടത്തുന്ന മിഡ് ക്യാപ്, സ്മോൾ ക്യാപ് ഫണ്ടുകൾ
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. Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on To generate capital appreciation by actively investing in diversified mid cap stocks. Research Highlights for ICICI Prudential MidCap Fund Below is the key information for ICICI Prudential MidCap Fund Returns up to 1 year are on (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 Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. Research Highlights for IDBI Small Cap Fund Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on (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 Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on (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 Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Micro Cap Fund) The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized Research Highlights for DSP Small Cap Fund Below is the key information for DSP Small Cap Fund Returns up to 1 year are on 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 ₹197.13
↑ 2.37 ₹14,721 500 2.5 17.2 6.8 21.9 18.2 6.3 ICICI Prudential MidCap Fund Growth ₹342.46
↑ 7.35 ₹7,954 100 -0.1 11.6 12.6 20.5 16.7 11.1 Edelweiss Mid Cap Fund Growth ₹108.161
↑ 1.34 ₹18,693 500 1.1 10.7 5.2 19.4 16.9 3.8 IDBI Small Cap Fund Growth ₹35.6345
↑ 0.66 ₹758 500 8.3 29.8 13.3 17.7 17 -13.4 Motilal Oswal Midcap 30 Fund Growth ₹103.827
↑ 1.55 ₹40,036 500 10.1 20.2 -2.8 17.7 20 -12.1 Sundaram Mid Cap Fund Growth ₹1,480.9
↑ 16.05 ₹14,504 100 0.6 10.5 4.4 17.2 15.7 4.1 DSP Small Cap Fund Growth ₹232.251
↑ 4.08 ₹20,221 500 8.9 25.9 16.2 16.8 17.3 -2.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Sep 26 Research Highlights & Commentary of 7 Funds showcased
Commentary Invesco India Mid Cap Fund ICICI Prudential MidCap Fund Edelweiss Mid Cap Fund IDBI Small Cap Fund Motilal Oswal Midcap 30 Fund Sundaram Mid Cap Fund DSP Small Cap Fund Point 1 Lower mid AUM (₹14,721 Cr). Bottom quartile AUM (₹7,954 Cr). Upper mid AUM (₹18,693 Cr). Bottom quartile AUM (₹758 Cr). Highest AUM (₹40,036 Cr). Lower mid AUM (₹14,504 Cr). Upper mid AUM (₹20,221 Cr). Point 2 Established history (19+ yrs). Established history (21+ yrs). Established history (18+ yrs). Established history (9+ yrs). Established history (12+ yrs). Oldest track record among peers (24 yrs). Established history (19+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Not Rated. Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). 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: 18.17% (upper mid). 5Y return: 16.68% (bottom quartile). 5Y return: 16.90% (lower mid). 5Y return: 16.96% (lower mid). 5Y return: 19.98% (top quartile). 5Y return: 15.71% (bottom quartile). 5Y return: 17.33% (upper mid). Point 6 3Y return: 21.94% (top quartile). 3Y return: 20.51% (upper mid). 3Y return: 19.38% (upper mid). 3Y return: 17.74% (lower mid). 3Y return: 17.71% (lower mid). 3Y return: 17.16% (bottom quartile). 3Y return: 16.78% (bottom quartile). Point 7 1Y return: 6.76% (lower mid). 1Y return: 12.64% (upper mid). 1Y return: 5.15% (lower mid). 1Y return: 13.29% (upper mid). 1Y return: -2.79% (bottom quartile). 1Y return: 4.43% (bottom quartile). 1Y return: 16.17% (top quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 4.57 (top quartile). Alpha: 0.40 (lower mid). Alpha: 4.12 (upper mid). Alpha: -9.71 (bottom quartile). Alpha: 1.07 (upper mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.29 (lower mid). Sharpe: 0.48 (top quartile). Sharpe: 0.27 (lower mid). Sharpe: 0.26 (bottom quartile). Sharpe: -0.24 (bottom quartile). Sharpe: 0.31 (upper mid). Sharpe: 0.30 (upper mid). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.73 (top quartile). Information ratio: 0.68 (upper mid). Information ratio: -0.07 (bottom quartile). Information ratio: 0.06 (lower mid). Information ratio: 0.49 (upper mid). Information ratio: 0.00 (bottom quartile). Invesco India Mid Cap Fund
ICICI Prudential MidCap Fund
Edelweiss Mid Cap Fund
IDBI Small Cap Fund
Motilal Oswal Midcap 30 Fund
Sundaram Mid Cap Fund
DSP Small Cap Fund
ആസ്തി >= 500 കോടി &അടിസ്ഥാനമാക്കി അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുക.1. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (18 Sep 26) ₹197.13 ↑ 2.37 (1.22 %) Net Assets (Cr) ₹14,721 on 31 Jul 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.29 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 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -1.3% 3 Month 2.5% 6 Month 17.2% 1 Year 6.8% 3 Year 21.9% 5 Year 18.2% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.3% 2023 43.1% 2022 34.1% 2021 0.5% 2020 43.1% 2019 24.4% 2018 3.8% 2017 -5.3% 2016 44.3% 2015 1.1% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Data below for Invesco India Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. ICICI Prudential MidCap Fund
ICICI Prudential MidCap Fund
Growth Launch Date 28 Oct 04 NAV (18 Sep 26) ₹342.46 ↑ 7.35 (2.19 %) Net Assets (Cr) ₹7,954 on 31 Jul 26 Category Equity - Mid Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.48 Information Ratio 0.73 Alpha Ratio 4.57 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 Returns for ICICI Prudential MidCap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -1.5% 3 Month -0.1% 6 Month 11.6% 1 Year 12.6% 3 Year 20.5% 5 Year 16.7% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for ICICI Prudential MidCap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (18 Sep 26) ₹108.161 ↑ 1.34 (1.26 %) Net Assets (Cr) ₹18,693 on 31 Jul 26 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.68 Sharpe Ratio 0.27 Information Ratio 0.68 Alpha Ratio 0.4 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -2.1% 3 Month 1.1% 6 Month 10.7% 1 Year 5.2% 3 Year 19.4% 5 Year 16.9% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.8% 2023 38.9% 2022 38.4% 2021 2.4% 2020 50.3% 2019 26.4% 2018 5.2% 2017 -15.7% 2016 52.3% 2015 2.5% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Data below for Edelweiss Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. IDBI Small Cap Fund
IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (18 Sep 26) ₹35.6345 ↑ 0.66 (1.87 %) Net Assets (Cr) ₹758 on 31 Jul 26 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.3 Sharpe Ratio 0.26 Information Ratio -0.07 Alpha Ratio 4.12 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 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month 2% 3 Month 8.3% 6 Month 29.8% 1 Year 13.3% 3 Year 17.7% 5 Year 17% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -13.4% 2023 40% 2022 33.4% 2021 2.4% 2020 64.7% 2019 19% 2018 -4.4% 2017 -15% 2016 2015 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Data below for IDBI Small Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Motilal Oswal Midcap 30 Fund
Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (18 Sep 26) ₹103.827 ↑ 1.55 (1.52 %) Net Assets (Cr) ₹40,036 on 31 Jul 26 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio -0.24 Information Ratio 0.06 Alpha Ratio -9.71 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 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month 0% 3 Month 10.1% 6 Month 20.2% 1 Year -2.8% 3 Year 17.7% 5 Year 20% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -12.1% 2023 57.1% 2022 41.7% 2021 10.7% 2020 55.8% 2019 9.3% 2018 9.7% 2017 -12.7% 2016 30.8% 2015 5.2% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Data below for Motilal Oswal Midcap 30 Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (18 Sep 26) ₹1,480.9 ↑ 16.05 (1.10 %) Net Assets (Cr) ₹14,504 on 31 Jul 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.31 Information Ratio 0.49 Alpha Ratio 1.07 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 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month -2.9% 3 Month 0.6% 6 Month 10.5% 1 Year 4.4% 3 Year 17.2% 5 Year 15.7% 10 Year 15 Year Since launch 23% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 32% 2022 40.4% 2021 4.8% 2020 37.5% 2019 11.8% 2018 -0.3% 2017 -15.4% 2016 40.8% 2015 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure Data below for Sundaram Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. DSP Small Cap Fund
DSP Small Cap Fund
Growth Launch Date 14 Jun 07 NAV (18 Sep 26) ₹232.251 ↑ 4.08 (1.79 %) Net Assets (Cr) ₹20,221 on 31 Jul 26 Category Equity - Small Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio 0.3 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 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 Returns for DSP Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Sep 26 Duration Returns 1 Month 0.7% 3 Month 8.9% 6 Month 25.9% 1 Year 16.2% 3 Year 16.8% 5 Year 17.3% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 25.6% 2022 41.2% 2021 0.5% 2020 58.9% 2019 33.1% 2018 0.7% 2017 -25.5% 2016 42.8% 2015 12.7% Fund Manager information for DSP Small Cap Fund
Name Since Tenure Data below for DSP Small Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
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Research Highlights for Invesco India Mid Cap Fund