മികച്ച സ്‌മോൾ & മിഡ്‌ക്യാപ് ഇക്വിറ്റി മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Updated on October 16, 2025 , 3147 views

മിഡ് ആൻഡ് സ്മോൾ ക്യാപ്മ്യൂച്വൽ ഫണ്ടുകൾ ദീർഘകാലാടിസ്ഥാനത്തിൽ നല്ല ലാഭം നൽകാനുള്ള സാധ്യതയുള്ളതിനാൽ അറിയപ്പെടുന്ന പ്ലാനാണ്. ദീർഘകാല നിക്ഷേപ ലക്ഷ്യങ്ങൾക്കായുള്ള മികച്ച സമ്പത്ത് സൃഷ്ടിക്കൽ ഉപകരണമായി ഈ ഫണ്ടുകൾ കണക്കാക്കപ്പെടുന്നു. നിക്ഷേപകർക്ക് അവരുടെ വിവിധ ലക്ഷ്യങ്ങൾ ആസൂത്രണം ചെയ്യാൻ കഴിയുംവിരമിക്കൽ ആസൂത്രണം, ഒരു കുട്ടിയുടെ ഉന്നത വിദ്യാഭ്യാസം അല്ലെങ്കിൽ വീട്/കാർ വാങ്ങൽ മുതലായവ. മിഡ് ആൻഡ്സ്മോൾ ക്യാപ് ഫണ്ടുകൾ ഇടത്തരം മുതൽ ചെറുകിട കമ്പനികളുടെ ഓഹരികളിൽ നിക്ഷേപിക്കുന്ന ഒരു തരം മ്യൂച്വൽ ഫണ്ടുകളാണ്.

ഈ ഫണ്ടുകളെ സാധാരണയായി നിർവചിച്ചിരിക്കുന്നത് a ഉള്ള സ്ഥാപനങ്ങൾ എന്നാണ്വിപണി 1000- 500 കോടി രൂപയുടെ മൂലധനവൽക്കരണം (എംസി=കമ്പനി ഇഷ്യൂ ചെയ്യുന്ന ഓഹരികളുടെ എണ്ണം X മാർക്കറ്റ് വില). പരമ്പരാഗതമായി, മിഡ്-ക്യാപ്സ് മിഡ്-സൈസ് കമ്പനികളാണ്, അവ നന്നായി പ്രവർത്തിക്കുകയും നല്ല ബിസിനസ്സ് തന്ത്രം ഉണ്ടെങ്കിൽ നാളത്തെ നേതാക്കളോ വലിയ ക്യാപ്സോ ആയി മാറുകയും ചെയ്യുന്നു. സത്യത്തിൽ,മിഡ് ക്യാപ് കുറഞ്ഞ പലിശനിരക്ക്, കുറഞ്ഞ ഇൻപുട്ട് ചെലവ്, മെച്ചപ്പെടുത്തൽ എന്നിവ കാരണം 2015-ൽ സ്റ്റോക്കുകൾ ലാർജ് ക്യാപ്, സ്മോൾ ക്യാപ് ഓഹരികളെക്കാൾ മികച്ച പ്രകടനം കാഴ്ചവച്ചു.മൂലധനം കുറയ്ക്കൽ. ബിഎസ്ഇ മിഡ് ക്യാപ്, ബിഎസ്ഇ സ്മോൾ ക്യാപ് സൂചിക യഥാക്രമം 7.43% & 6.76% ഉയർന്നപ്പോൾ, അതേ കാലയളവിൽ ബിഎസ്ഇ സെൻസെക്സ് 5.03% ഇടിഞ്ഞു.

മിഡ് & സ്മോൾ ക്യാപ് ഫണ്ടുകളിൽ നിക്ഷേപിക്കാൻ താൽപ്പര്യമുള്ള നിക്ഷേപകർ, 2500 കോടിയിലധികം AUM വലുപ്പമുള്ള മികച്ച പ്രകടനം നടത്തുന്ന ഫണ്ടുകൾ ചുവടെയുണ്ട്.

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2022-ൽ നിക്ഷേപിക്കാൻ ഏറ്റവും മികച്ച 6 ചെറുകിട, മിഡ്‌ക്യാപ് ഫണ്ടുകൾ

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
TATA Mid Cap Growth Fund Growth	₹434.586 ↓ -1.42	₹4,946	-1.4	11	-1.6	21.6	24.2	22.7
Sundaram Small Cap Fund Growth	₹262.004 ↓ -0.67	₹3,282	-2.1	12.8	-2.5	20.9	27.5	19.1
Aditya Birla Sun Life Small Cap Fund Growth	₹85.803 ↓ -0.15	₹4,824	-3.9	11	-7.4	18.1	23.4	21.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Oct 25

Research Highlights & Commentary of 3 Funds showcased

Commentary	TATA Mid Cap Growth Fund	Sundaram Small Cap Fund	Aditya Birla Sun Life Small Cap Fund
Point 1	Highest AUM (₹4,946 Cr).	Bottom quartile AUM (₹3,282 Cr).	Lower mid AUM (₹4,824 Cr).
Point 2	Oldest track record among peers (31 yrs).	Established history (20+ yrs).	Established history (18+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Top rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 24.18% (lower mid).	5Y return: 27.50% (upper mid).	5Y return: 23.36% (bottom quartile).
Point 6	3Y return: 21.60% (upper mid).	3Y return: 20.90% (lower mid).	3Y return: 18.07% (bottom quartile).
Point 7	1Y return: -1.55% (upper mid).	1Y return: -2.54% (lower mid).	1Y return: -7.42% (bottom quartile).
Point 8	Alpha: -3.10 (bottom quartile).	Alpha: 0.97 (upper mid).	Alpha: 0.00 (lower mid).
Point 9	Sharpe: -0.66 (bottom quartile).	Sharpe: -0.47 (upper mid).	Sharpe: -0.56 (lower mid).
Point 10	Information ratio: -0.56 (bottom quartile).	Information ratio: -0.47 (lower mid).	Information ratio: 0.00 (upper mid).

TATA Mid Cap Growth Fund

Highest AUM (₹4,946 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.18% (lower mid).
3Y return: 21.60% (upper mid).
1Y return: -1.55% (upper mid).
Alpha: -3.10 (bottom quartile).
Sharpe: -0.66 (bottom quartile).
Information ratio: -0.56 (bottom quartile).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,282 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 27.50% (upper mid).
3Y return: 20.90% (lower mid).
1Y return: -2.54% (lower mid).
Alpha: 0.97 (upper mid).
Sharpe: -0.47 (upper mid).
Information ratio: -0.47 (lower mid).

Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹4,824 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 23.36% (bottom quartile).
3Y return: 18.07% (bottom quartile).
1Y return: -7.42% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.56 (lower mid).
Information ratio: 0.00 (upper mid).

*മുകളിലുള്ള ഫണ്ടുകളുടെ പട്ടികയിൽ 2,500 കോടിയിലധികം അറ്റ ആസ്തിയുണ്ട്. ക്രമീകരിച്ചുകഴിഞ്ഞ 3 വർഷത്തെ റിട്ടേൺ.

1. 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

Highest AUM (₹4,946 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.18% (lower mid).
3Y return: 21.60% (upper mid).
1Y return: -1.55% (upper mid).
Alpha: -3.10 (bottom quartile).
Sharpe: -0.66 (bottom quartile).
Information ratio: -0.56 (bottom quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Max Financial Services Ltd (~3.6%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (17 Oct 25)	₹434.586 ↓ -1.42 (-0.33 %)
Net Assets (Cr)	₹4,946 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	-0.66
Information Ratio	-0.56
Alpha Ratio	-3.1
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 Sep 20	₹10,000
30 Sep 21	₹16,298
30 Sep 22	₹16,592
30 Sep 23	₹21,157
30 Sep 24	₹31,018
30 Sep 25	₹28,853

TATA Mid Cap Growth 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 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 17 Oct 25

Duration	Returns
1 Month	-0.8%
3 Month	-1.4%
6 Month	11%
1 Year	-1.6%
3 Year	21.6%
5 Year	24.2%
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	4.48 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	19.23%
Financial Services	16.5%
Health Care	14.31%
Consumer Cyclical	13.97%
Basic Materials	12.67%
Technology	5.13%
Real Estate	3.86%
Communication Services	3.3%
Consumer Defensive	2.28%
Utility	2%
Energy	1.37%

Asset Allocation

Asset Class	Value
Cash	5.38%
Equity	94.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	4%	₹176 Cr	1,100,000
Alkem Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| ALKEM	3%	₹148 Cr	278,911
Cummins India Ltd (Industrials) Equity, Since 31 Mar 21 \| CUMMINSIND	3%	₹141 Cr	369,694
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| UNOMINDA	3%	₹128 Cr	1,001,126
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| AUBANK	2%	₹122 Cr	1,700,000
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	2%	₹122 Cr	1,700,000
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| INDIANB	2%	₹121 Cr	1,848,863
Lupin Ltd (Healthcare) Equity, Since 31 Dec 22 \| LUPIN	2%	₹114 Cr	600,000
Jubilant Foodworks Ltd (Consumer Cyclical) Equity, Since 30 Jun 18 \| JUBLFOOD	2%	₹113 Cr	1,800,000
Patanjali Foods Ltd (Consumer Defensive) Equity, Since 31 Jul 24 \| PATANJALI	2%	₹113 Cr	635,200

2. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Research Highlights for Sundaram Small Cap Fund

Bottom quartile AUM (₹3,282 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 27.50% (upper mid).
3Y return: 20.90% (lower mid).
1Y return: -2.54% (lower mid).
Alpha: 0.97 (upper mid).
Sharpe: -0.47 (upper mid).
Information ratio: -0.47 (lower mid).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~3.5%).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund Growth
Launch Date	15 Feb 05
NAV (17 Oct 25)	₹262.004 ↓ -0.67 (-0.26 %)
Net Assets (Cr)	₹3,282 on 31 Aug 25
Category	Equity - Small Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.94
Sharpe Ratio	-0.47
Information Ratio	-0.47
Alpha Ratio	0.97
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 Sep 20	₹10,000
30 Sep 21	₹18,888
30 Sep 22	₹19,210
30 Sep 23	₹24,952
30 Sep 24	₹35,108
30 Sep 25	₹32,971

Sundaram Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for Sundaram 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 17 Oct 25

Duration	Returns
1 Month	-1%
3 Month	-2.1%
6 Month	12.8%
1 Year	-2.5%
3 Year	20.9%
5 Year	27.5%
10 Year
15 Year
Since launch	17.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.1%
2023	45.3%
2022	-2.1%
2021	60.3%
2020	26.2%
2019	-6.1%
2018	-29.2%
2017	55.6%
2016	-0.1%
2015	7.8%

Fund Manager information for Sundaram Small Cap Fund

Name	Since	Tenure
Rohit Seksaria	1 Nov 22	2.83 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.48%
Industrials	19.02%
Financial Services	17.74%
Health Care	12.28%
Basic Materials	8.03%
Communication Services	5.4%
Technology	4.17%
Consumer Defensive	3.12%
Real Estate	2.41%
Utility	1.09%

Asset Allocation

Asset Class	Value
Cash	5.17%
Equity	94.73%
Debt	0.1%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	3%	₹114 Cr	1,898,655
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jul 24 \| EIDPARRY	3%	₹101 Cr	899,463
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	3%	₹101 Cr	530,036
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	3%	₹97 Cr	140,821
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 21 \| 523025	3%	₹93 Cr	431,921 ↑ 21,112
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543387	3%	₹84 Cr	648,946
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	2%	₹75 Cr	991,559
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| 543417	2%	₹72 Cr	1,407,678 ↑ 174,724
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 May 24 \| UJJIVANSFB	2%	₹71 Cr	16,665,062
Cholamandalam Financial Holdings Ltd (Financial Services) Equity, Since 31 Jan 20 \| CHOLAHLDNG	2%	₹68 Cr	395,668

3. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Research Highlights for Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹4,824 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 23.36% (bottom quartile).
3Y return: 18.07% (bottom quartile).
1Y return: -7.42% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.56 (lower mid).
Information ratio: 0.00 (upper mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Navin Fluorine International Ltd (~2.5%).

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund Growth
Launch Date	31 May 07
NAV (17 Oct 25)	₹85.803 ↓ -0.15 (-0.17 %)
Net Assets (Cr)	₹4,824 on 31 Aug 25
Category	Equity - Small Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	-0.56
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹18,184
30 Sep 22	₹17,252
30 Sep 23	₹22,042
30 Sep 24	₹30,832
30 Sep 25	₹27,518

Aditya Birla Sun Life Small 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 Aditya Birla Sun Life 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 17 Oct 25

Duration	Returns
1 Month	-1.1%
3 Month	-3.9%
6 Month	11%
1 Year	-7.4%
3 Year	18.1%
5 Year	23.4%
10 Year
15 Year
Since launch	12.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	21.5%
2023	39.4%
2022	-6.5%
2021	51.4%
2020	19.8%
2019	-11.5%
2018	-22.6%
2017	56.7%
2016	9.7%
2015	13.4%

Fund Manager information for Aditya Birla Sun Life Small Cap Fund

Name	Since	Tenure
Abhinav Khandelwal	31 Oct 24	0.84 Yr.
Dhaval Joshi	21 Nov 22	2.78 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	18.89%
Consumer Cyclical	17.36%
Financial Services	17.22%
Health Care	14.13%
Basic Materials	12.45%
Consumer Defensive	7.92%
Real Estate	4.49%
Technology	2.22%
Utility	1.39%

Asset Allocation

Asset Class	Value
Cash	3.94%
Equity	96.06%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jul 20 \| NAVINFLUOR	3%	₹122 Cr	260,056
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 18 \| JKCEMENT	2%	₹111 Cr	160,054
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Dec 24 \| MCX	2%	₹108 Cr	146,200 ↑ 10,000
Tega Industries Ltd (Industrials) Equity, Since 31 Dec 21 \| 543413	2%	₹103 Cr	560,000
Fortis Healthcare Ltd (Healthcare) Equity, Since 28 Feb 21 \| FORTIS	2%	₹101 Cr	1,109,322
Sai Life Sciences Ltd (Healthcare) Equity, Since 30 Jun 25 \| SAILIFE	2%	₹101 Cr	1,225,785 ↑ 706,395
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Dec 23 \| 543308	2%	₹99 Cr	1,367,624 ↓ -28,200
TD Power Systems Ltd (Industrials) Equity, Since 30 Jun 23 \| TDPOWERSYS	2%	₹95 Cr	1,890,924
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 31 May 20 \| CCL	2%	₹94 Cr	1,078,825 ↑ 39,825
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| 543387	2%	₹90 Cr	696,878

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