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SIP നിക്ഷേപത്തിനുള്ള 7 മികച്ച മിഡ് & സ്മോൾ ക്യാപ് ഫണ്ടുകൾ 2022

Updated on September 29, 2025 , 44564 views

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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Mid Cap Fund Growth ₹178.56
↑ 1.40
₹8,062 500 -1.417.73.6272743.1
HDFC Mid-Cap Opportunities Fund Growth ₹192.677
↑ 0.62
₹83,105 300 -2.112.5-1.325.328.528.6
Motilal Oswal Midcap 30 Fund  Growth ₹99.9717
↑ 1.24
₹34,780 500 -4.59.4-824.631.757.1
Edelweiss Mid Cap Fund Growth ₹99.627
↑ 0.82
₹11,297 500 -3.712.6-2.42428.438.9
Sundaram Mid Cap Fund Growth ₹1,374.84
↑ 8.30
₹12,501 100 -1.212.4-4.422.825.832
Nippon India Small Cap Fund Growth ₹167.06
↑ 1.28
₹64,821 100 -3.611.7-8.722.631.726.1
HDFC Small Cap Fund Growth ₹140.225
↑ 0.56
₹36,294 300 -0.615.6-1.722.629.520.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 25

Research Highlights & Commentary of 7 Funds showcased

CommentaryInvesco India Mid Cap FundHDFC Mid-Cap Opportunities FundMotilal Oswal Midcap 30 Fund Edelweiss Mid Cap FundSundaram Mid Cap FundNippon India Small Cap FundHDFC Small Cap Fund
Point 1Bottom quartile AUM (₹8,062 Cr).Highest AUM (₹83,105 Cr).Lower mid AUM (₹34,780 Cr).Bottom quartile AUM (₹11,297 Cr).Lower mid AUM (₹12,501 Cr).Upper mid AUM (₹64,821 Cr).Upper mid AUM (₹36,294 Cr).
Point 2Established history (18+ yrs).Established history (18+ yrs).Established history (11+ yrs).Established history (17+ yrs).Oldest track record among peers (23 yrs).Established history (15+ yrs).Established history (17+ yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 3★ (lower mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Top rated.Rating: 4★ (upper mid).Rating: 4★ (upper mid).
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: 27.01% (bottom quartile).5Y return: 28.50% (lower mid).5Y return: 31.70% (top quartile).5Y return: 28.41% (lower mid).5Y return: 25.80% (bottom quartile).5Y return: 31.66% (upper mid).5Y return: 29.53% (upper mid).
Point 63Y return: 26.99% (top quartile).3Y return: 25.31% (upper mid).3Y return: 24.57% (upper mid).3Y return: 23.96% (lower mid).3Y return: 22.84% (lower mid).3Y return: 22.63% (bottom quartile).3Y return: 22.61% (bottom quartile).
Point 71Y return: 3.57% (top quartile).1Y return: -1.31% (upper mid).1Y return: -8.03% (bottom quartile).1Y return: -2.43% (lower mid).1Y return: -4.44% (lower mid).1Y return: -8.69% (bottom quartile).1Y return: -1.69% (upper mid).
Point 8Alpha: 0.00 (lower mid).Alpha: 3.39 (upper mid).Alpha: 4.99 (top quartile).Alpha: 3.95 (upper mid).Alpha: 2.99 (lower mid).Alpha: -2.55 (bottom quartile).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: 0.14 (top quartile).Sharpe: -0.28 (lower mid).Sharpe: -0.18 (upper mid).Sharpe: -0.28 (upper mid).Sharpe: -0.33 (lower mid).Sharpe: -0.65 (bottom quartile).Sharpe: -0.33 (bottom quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.88 (top quartile).Information ratio: 0.57 (upper mid).Information ratio: 0.39 (upper mid).Information ratio: 0.22 (lower mid).Information ratio: 0.10 (lower mid).Information ratio: 0.00 (bottom quartile).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹8,062 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.01% (bottom quartile).
  • 3Y return: 26.99% (top quartile).
  • 1Y return: 3.57% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.14 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹83,105 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.50% (lower mid).
  • 3Y return: 25.31% (upper mid).
  • 1Y return: -1.31% (upper mid).
  • Alpha: 3.39 (upper mid).
  • Sharpe: -0.28 (lower mid).
  • Information ratio: 0.88 (top quartile).

Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹34,780 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.70% (top quartile).
  • 3Y return: 24.57% (upper mid).
  • 1Y return: -8.03% (bottom quartile).
  • Alpha: 4.99 (top quartile).
  • Sharpe: -0.18 (upper mid).
  • Information ratio: 0.57 (upper mid).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹11,297 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 28.41% (lower mid).
  • 3Y return: 23.96% (lower mid).
  • 1Y return: -2.43% (lower mid).
  • Alpha: 3.95 (upper mid).
  • Sharpe: -0.28 (upper mid).
  • Information ratio: 0.39 (upper mid).

Sundaram Mid Cap Fund

  • Lower mid AUM (₹12,501 Cr).
  • Oldest track record among peers (23 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.80% (bottom quartile).
  • 3Y return: 22.84% (lower mid).
  • 1Y return: -4.44% (lower mid).
  • Alpha: 2.99 (lower mid).
  • Sharpe: -0.33 (lower mid).
  • Information ratio: 0.22 (lower mid).

Nippon India Small Cap Fund

  • Upper mid AUM (₹64,821 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.66% (upper mid).
  • 3Y return: 22.63% (bottom quartile).
  • 1Y return: -8.69% (bottom quartile).
  • Alpha: -2.55 (bottom quartile).
  • Sharpe: -0.65 (bottom quartile).
  • Information ratio: 0.10 (lower mid).

HDFC Small Cap Fund

  • Upper mid AUM (₹36,294 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.53% (upper mid).
  • 3Y return: 22.61% (bottom quartile).
  • 1Y return: -1.69% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
*അടിസ്ഥാനത്തിലുള്ള ഫണ്ടുകളുടെ ലിസ്റ്റ്ആസ്തി >= 500 കോടി &അടിസ്ഥാനമാക്കി അടുക്കി3 വർഷംസിഎജിആർ മടങ്ങുക.

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

  • Bottom quartile AUM (₹8,062 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 27.01% (bottom quartile).
  • 3Y return: 26.99% (top quartile).
  • 1Y return: 3.57% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.14 (top quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~99%).
  • Largest holding Swiggy Ltd (~5.0%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (01 Oct 25) ₹178.56 ↑ 1.40   (0.79 %)
Net Assets (Cr) ₹8,062 on 31 Aug 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 0.14
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
30 Sep 20₹10,000
30 Sep 21₹15,993
30 Sep 22₹16,218
30 Sep 23₹20,052
30 Sep 24₹32,068
30 Sep 25₹32,954

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 ₹598,181.
Net Profit of ₹298,181
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 1 Oct 25

DurationReturns
1 Month -0.6%
3 Month -1.4%
6 Month 17.7%
1 Year 3.6%
3 Year 27%
5 Year 27%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Aditya Khemani9 Nov 231.81 Yr.
Amit Ganatra1 Sep 232 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.14%
Health Care18.68%
Consumer Cyclical17.28%
Industrials11.33%
Real Estate7.58%
Technology7.55%
Basic Materials5.07%
Communication Services1.53%
Asset Allocation
Asset ClassValue
Cash0.84%
Equity99.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY
5%₹400 Cr9,763,728
↑ 1,008,324
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
5%₹366 Cr16,854,973
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
4%₹340 Cr2,179,545
↑ 147,923
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL
4%₹325 Cr2,031,299
↑ 14,403
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK
4%₹323 Cr1,676,417
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
4%₹322 Cr463,277
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
4%₹318 Cr1,519,233
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT
4%₹309 Cr583,431
↑ 142,280
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
3%₹280 Cr14,592,638
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | AUBANK
3%₹280 Cr3,893,254
↑ 2,304,000

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 (₹83,105 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 28.50% (lower mid).
  • 3Y return: 25.31% (upper mid).
  • 1Y return: -1.31% (upper mid).
  • Alpha: 3.39 (upper mid).
  • Sharpe: -0.28 (lower mid).
  • Information ratio: 0.88 (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 (~4.9%).

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

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (01 Oct 25) ₹192.677 ↑ 0.62   (0.32 %)
Net Assets (Cr) ₹83,105 on 31 Aug 25
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.4
Sharpe Ratio -0.28
Information Ratio 0.88
Alpha Ratio 3.39
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
30 Sep 20₹10,000
30 Sep 21₹16,703
30 Sep 22₹17,974
30 Sep 23₹24,234
30 Sep 24₹35,709
30 Sep 25₹35,254

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 ₹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 1 Oct 25

DurationReturns
1 Month 0.3%
3 Month -2.1%
6 Month 12.5%
1 Year -1.3%
3 Year 25.3%
5 Year 28.5%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Chirag Setalvad25 Jun 0718.2 Yr.
Dhruv Muchhal22 Jun 232.2 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services24.21%
Consumer Cyclical18.41%
Health Care11.74%
Industrials10.63%
Technology10.45%
Consumer Defensive5.7%
Basic Materials5.39%
Communication Services2.73%
Energy2.51%
Utility1.26%
Asset Allocation
Asset ClassValue
Cash6.98%
Equity93.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | MFSL
5%₹4,108 Cr25,638,767
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
4%₹2,987 Cr13,047,471
↑ 1,008,442
Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE
3%₹2,659 Cr15,420,600
↑ 200,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | AUBANK
3%₹2,528 Cr35,207,003
↑ 682,268
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 23 | FORTIS
3%₹2,463 Cr27,020,212
↑ 1,092,893
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK
3%₹2,451 Cr127,825,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | IPCALAB
3%₹2,441 Cr17,634,911
↑ 181,897
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | INDIANB
3%₹2,407 Cr36,854,482
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 18 | GLENMARK
3%₹2,385 Cr12,394,203
↑ 316,182
Vishal Mega Mart Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | VMM
3%₹2,251 Cr150,673,400
↑ 3,454,943

3. 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 (₹34,780 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.70% (top quartile).
  • 3Y return: 24.57% (upper mid).
  • 1Y return: -8.03% (bottom quartile).
  • Alpha: 4.99 (top quartile).
  • Sharpe: -0.18 (upper mid).
  • Information ratio: 0.57 (upper mid).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Dixon Technologies (India) Ltd (~10.1%).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (01 Oct 25) ₹99.9717 ↑ 1.24   (1.25 %)
Net Assets (Cr) ₹34,780 on 31 Aug 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio -0.18
Information Ratio 0.57
Alpha Ratio 4.99
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
30 Sep 20₹10,000
30 Sep 21₹16,771
30 Sep 22₹20,631
30 Sep 23₹24,973
30 Sep 24₹42,904
30 Sep 25₹39,390

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 ₹657,502.
Net Profit of ₹357,502
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 1 Oct 25

DurationReturns
1 Month -4.4%
3 Month -4.5%
6 Month 9.4%
1 Year -8%
3 Year 24.6%
5 Year 31.7%
10 Year
15 Year
Since launch 22%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Ajay Khandelwal1 Oct 240.92 Yr.
Niket Shah1 Jul 205.17 Yr.
Rakesh Shetty22 Nov 222.78 Yr.
Sunil Sawant1 Jul 241.17 Yr.

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

Equity Sector Allocation
SectorValue
Technology37.96%
Consumer Cyclical26.86%
Industrials20.24%
Communication Services3.34%
Health Care3.21%
Financial Services3.2%
Real Estate2.58%
Asset Allocation
Asset ClassValue
Cash2.61%
Equity97.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
10%₹3,505 Cr2,099,999
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹3,405 Cr19,750,000
↑ 1,749,950
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT
9%₹3,179 Cr6,000,000
↑ 750,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 543320
9%₹3,140 Cr100,000,000
↑ 100,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
9%₹3,025 Cr60,000,000
↑ 9,923,760
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
9%₹3,018 Cr25,000,000
↑ 11,130,003
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
8%₹2,918 Cr5,500,000
↑ 99,995
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
6%₹2,163 Cr3,050,000
↑ 300,000
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
4%₹1,429 Cr3,750,000
↑ 250,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Jun 25 | KAYNES
4%₹1,286 Cr2,100,000
↑ 153,298

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

  • Bottom quartile AUM (₹11,297 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 28.41% (lower mid).
  • 3Y return: 23.96% (lower mid).
  • 1Y return: -2.43% (lower mid).
  • Alpha: 3.95 (upper mid).
  • Sharpe: -0.28 (upper mid).
  • Information ratio: 0.39 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Persistent Systems Ltd (~3.1%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (01 Oct 25) ₹99.627 ↑ 0.82   (0.83 %)
Net Assets (Cr) ₹11,297 on 31 Aug 25
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.75
Sharpe Ratio -0.28
Information Ratio 0.39
Alpha Ratio 3.95
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
30 Sep 20₹10,000
30 Sep 21₹17,548
30 Sep 22₹18,442
30 Sep 23₹22,379
30 Sep 24₹35,862
30 Sep 25₹34,839

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 ₹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 1 Oct 25

DurationReturns
1 Month -0.5%
3 Month -3.7%
6 Month 12.6%
1 Year -2.4%
3 Year 24%
5 Year 28.4%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dhruv Bhatia14 Oct 240.88 Yr.
Trideep Bhattacharya1 Oct 213.92 Yr.
Raj Koradia1 Aug 241.08 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.96%
Consumer Cyclical15.14%
Industrials14.17%
Health Care10.66%
Technology10.55%
Basic Materials10.37%
Consumer Defensive5.25%
Real Estate2.78%
Energy1.96%
Communication Services1.38%
Utility0.59%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.82%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹351 Cr662,031
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | 543220
3%₹344 Cr2,981,836
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹329 Cr1,908,695
Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | MARICO
3%₹294 Cr4,048,052
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹276 Cr1,559,919
Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Sep 23 | FORTIS
2%₹261 Cr2,865,466
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA
2%₹253 Cr1,981,889
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
2%₹249 Cr180,547
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
2%₹245 Cr146,827
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | CGPOWER
2%₹223 Cr3,218,245

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

  • Lower mid AUM (₹12,501 Cr).
  • Oldest track record among peers (23 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 25.80% (bottom quartile).
  • 3Y return: 22.84% (lower mid).
  • 1Y return: -4.44% (lower mid).
  • Alpha: 2.99 (lower mid).
  • Sharpe: -0.33 (lower mid).
  • Information ratio: 0.22 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding Cummins India Ltd (~3.9%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (01 Oct 25) ₹1,374.84 ↑ 8.30   (0.61 %)
Net Assets (Cr) ₹12,501 on 31 Aug 25
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio -0.33
Information Ratio 0.22
Alpha Ratio 2.99
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹16,223
30 Sep 22₹17,062
30 Sep 23₹21,088
30 Sep 24₹32,926
30 Sep 25₹31,436

Sundaram 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 ₹570,326.
Net Profit of ₹270,326
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 1 Oct 25

DurationReturns
1 Month -0.3%
3 Month -1.2%
6 Month 12.4%
1 Year -4.4%
3 Year 22.8%
5 Year 25.8%
10 Year
15 Year
Since launch 23.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 214.52 Yr.
Ratish Varier24 Feb 214.52 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services19.14%
Consumer Cyclical18%
Industrials14.64%
Health Care11.81%
Basic Materials10.56%
Technology5.82%
Consumer Defensive5.19%
Real Estate3.59%
Utility2.41%
Communication Services2.2%
Energy1.85%
Asset Allocation
Asset ClassValue
Cash4.78%
Equity95.2%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND
4%₹494 Cr1,290,127
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL
3%₹395 Cr1,712,601
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS
3%₹354 Cr3,879,249
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D
3%₹328 Cr1,179,542
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532720
2%₹303 Cr11,920,703
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | LUPIN
2%₹297 Cr1,569,363
↑ 19,877
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
2%₹271 Cr5,375,605
↓ -641,216
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT
2%₹259 Cr373,091
↓ -9,462
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹257 Cr484,892
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB
2%₹256 Cr3,926,468
↓ -94,797

6. 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 (₹64,821 Cr).
  • Established history (15+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 31.66% (upper mid).
  • 3Y return: 22.63% (bottom quartile).
  • 1Y return: -8.69% (bottom quartile).
  • Alpha: -2.55 (bottom quartile).
  • Sharpe: -0.65 (bottom quartile).
  • Information ratio: 0.10 (lower mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding Multi Commodity Exchange of India Ltd (~2.1%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (01 Oct 25) ₹167.06 ↑ 1.28   (0.77 %)
Net Assets (Cr) ₹64,821 on 31 Aug 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.44
Sharpe Ratio -0.65
Information Ratio 0.1
Alpha Ratio -2.55
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
30 Sep 20₹10,000
30 Sep 21₹19,239
30 Sep 22₹21,488
30 Sep 23₹29,092
30 Sep 24₹43,200
30 Sep 25₹39,323

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 ₹657,502.
Net Profit of ₹357,502
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 1 Oct 25

DurationReturns
1 Month 0.1%
3 Month -3.6%
6 Month 11.7%
1 Year -8.7%
3 Year 22.6%
5 Year 31.7%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Samir Rachh2 Jan 178.67 Yr.
Kinjal Desai25 May 187.28 Yr.

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

Equity Sector Allocation
SectorValue
Industrials21.51%
Consumer Cyclical14.83%
Financial Services14.64%
Basic Materials13.07%
Consumer Defensive9.19%
Health Care8.74%
Technology7.19%
Utility2.36%
Energy1.51%
Communication Services1.45%
Real Estate0.55%
Asset Allocation
Asset ClassValue
Cash4.96%
Equity95.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,368 Cr1,851,010
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,266 Cr13,300,000
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
1%₹868 Cr4,472,130
Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 543530
1%₹828 Cr38,089,109
↓ -2,273,393
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA
1%₹816 Cr38,140,874
eClerx Services Ltd (Technology)
Equity, Since 31 Jul 20 | ECLERX
1%₹744 Cr1,762,330
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹740 Cr2,499,222
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹730 Cr9,100,000
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹720 Cr651,246
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹695 Cr899,271

7. 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 (₹36,294 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 29.53% (upper mid).
  • 3Y return: 22.61% (bottom quartile).
  • 1Y return: -1.69% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.33 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Higher exposure to Industrials vs peer median.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~90%).
  • Largest holding Firstsource Solutions Ltd (~5.3%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (01 Oct 25) ₹140.225 ↑ 0.56   (0.40 %)
Net Assets (Cr) ₹36,294 on 31 Aug 25
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.58
Sharpe Ratio -0.33
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
30 Sep 20₹10,000
30 Sep 21₹19,232
30 Sep 22₹19,913
30 Sep 23₹27,468
30 Sep 24₹37,138
30 Sep 25₹36,557

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 ₹627,226.
Net Profit of ₹327,226
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 1 Oct 25

DurationReturns
1 Month -0.6%
3 Month -0.6%
6 Month 15.6%
1 Year -1.7%
3 Year 22.6%
5 Year 29.5%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Chirag Setalvad28 Jun 1411.19 Yr.
Dhruv Muchhal22 Jun 232.2 Yr.

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

Equity Sector Allocation
SectorValue
Industrials22.28%
Consumer Cyclical18.62%
Technology13.47%
Health Care12.52%
Financial Services10.72%
Basic Materials7.57%
Consumer Defensive2.29%
Communication Services1.87%
Utility0.31%
Asset Allocation
Asset ClassValue
Cash10.36%
Equity89.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 18 | FSL
5%₹1,917 Cr54,611,834
↑ 158,714
eClerx Services Ltd (Technology)
Equity, Since 31 Mar 18 | ECLERX
4%₹1,591 Cr3,769,083
↓ -210
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Jun 19 | ASTERDM
4%₹1,450 Cr24,127,134
Gabriel India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | GABRIEL
3%₹1,261 Cr10,940,190
↓ -566,582
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 31 Jul 23 | ERIS
3%₹1,094 Cr6,077,924
↑ 42,042
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 19 | BANKBARODA
3%₹1,090 Cr46,828,792
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Jul 23 | FORTIS
3%₹918 Cr10,073,132
Sudarshan Chemical Industries Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SUDARSCHEM
2%₹863 Cr5,767,180
↑ 32,905
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 23 | 543308
2%₹805 Cr11,127,166
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Aug 15 | POWERMECH
2%₹719 Cr2,392,936

Disclaimer:
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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