+91-22-489139092022-ൽ ഇന്ത്യയിൽ നിക്ഷേപിക്കുന്നതിനുള്ള മികച്ച മിഡ് & സ്മോൾ ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ
മികച്ച മധ്യഭാഗങ്ങൾക്കായി തിരയുന്നുസ്മോൾ ക്യാപ് ഫണ്ടുകൾ? നന്നായി,മിഡ് ക്യാപ് & ചെറിയ തൊപ്പിമ്യൂച്വൽ ഫണ്ടുകൾ ദീർഘകാലത്തേക്കുള്ള ഏറ്റവും മികച്ച സമ്പത്ത് സൃഷ്ടിക്കൽ ഉപകരണങ്ങളിൽ ഒന്നാണ്സാമ്പത്തിക ലക്ഷ്യങ്ങൾ. ഈ സാമ്പത്തിക ലക്ഷ്യങ്ങളിൽ കുട്ടിയുടെ വിദ്യാഭ്യാസം ഉൾപ്പെട്ടേക്കാം,വിരമിക്കൽ ആസൂത്രണം, മുതലായവ. മിഡ് & സ്മോൾ ക്യാപ്സ് സാധാരണയായി നിർവചിക്കപ്പെട്ടിരിക്കുന്നത് a ഉള്ള സ്ഥാപനങ്ങളാണ്വിപണി 500 കോടി രൂപയിൽ താഴെ മൂലധനം. & മിഡ്ക്യാപ് വിപണി മൂലധനം 10 രൂപയിൽ താഴെ,000 കോടി. പക്ഷേ, വലിയ ക്യാപ് കമ്പനികളെ അപേക്ഷിച്ച് മിഡ് & സ്മോൾ ക്യാപ്സിൽ പരാജയസാധ്യത കൂടുതലാണ്. എന്നിരുന്നാലും, മിഡ് & സ്മോൾ ക്യാപ് ഫണ്ടുകൾ പോർട്ട്ഫോളിയോകൾ വൈവിധ്യവത്കരിക്കാൻ സഹായിക്കുന്നു, കൂടാതെ നിക്ഷേപകർക്ക് മൊത്തത്തിലുള്ള പോർട്ട്ഫോളിയോയിൽ ഒരു ചെറിയ വിഹിതം എടുക്കാം. ഈ ഫണ്ടുകളിൽ നിക്ഷേപിക്കാൻ പദ്ധതിയിടുന്ന നിക്ഷേപകർക്ക്, താഴെ ലിസ്റ്റുചെയ്തിരിക്കുന്ന മികച്ച പ്രകടനം നടത്തുന്ന മിഡ് & സ്മോൾ ക്യാപ് ഫണ്ടുകളിൽ നിന്ന് ഒരു ഫണ്ട് തിരഞ്ഞെടുക്കാം.
Talk to our investment specialist
2022-ൽ ഇന്ത്യയിൽ നിക്ഷേപിക്കാൻ ഏറ്റവും മികച്ച 7 മിഡ് & സ്മോൾ ക്യാപ് ഫണ്ടുകൾ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹103.827
↑ 1.55 ₹40,036 10.1 20.2 -2.8 17.7 20 -12.1 Invesco India Mid Cap Fund Growth ₹197.13
↑ 2.37 ₹14,721 2.5 17.2 6.8 21.9 18.2 6.3 Nippon India Small Cap Fund Growth ₹185.235
↑ 2.55 ₹78,957 3.4 19.4 7.5 14.6 17.9 -4.7 DSP Small Cap Fund Growth ₹232.251
↑ 4.08 ₹20,221 8.9 25.9 16.2 16.8 17.3 -2.8 IDBI Small Cap Fund Growth ₹35.6345
↑ 0.66 ₹758 8.3 29.8 13.3 17.7 17 -13.4 Edelweiss Mid Cap Fund Growth ₹108.161
↑ 1.34 ₹18,693 1.1 10.7 5.2 19.4 16.9 3.8 ICICI Prudential MidCap Fund Growth ₹342.46
↑ 7.35 ₹7,954 -0.1 11.6 12.6 20.5 16.7 11.1 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 Motilal Oswal Midcap 30 Fund Invesco India Mid Cap Fund Nippon India Small Cap Fund DSP Small Cap Fund IDBI Small Cap Fund Edelweiss Mid Cap Fund ICICI Prudential MidCap Fund Point 1 Upper mid AUM (₹40,036 Cr). Lower mid AUM (₹14,721 Cr). Highest AUM (₹78,957 Cr). Upper mid AUM (₹20,221 Cr). Bottom quartile AUM (₹758 Cr). Lower mid AUM (₹18,693 Cr). Bottom quartile AUM (₹7,954 Cr). Point 2 Established history (12+ yrs). Established history (19+ yrs). Established history (16+ yrs). Established history (19+ yrs). Established history (9+ yrs). Established history (18+ yrs). Oldest track record among peers (21 yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (lower mid). Top rated. Rating: 4★ (upper mid). Not Rated. Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 19.98% (top quartile). 5Y return: 18.17% (upper mid). 5Y return: 17.91% (upper mid). 5Y return: 17.33% (lower mid). 5Y return: 16.96% (lower mid). 5Y return: 16.90% (bottom quartile). 5Y return: 16.68% (bottom quartile). Point 6 3Y return: 17.71% (lower mid). 3Y return: 21.94% (top quartile). 3Y return: 14.55% (bottom quartile). 3Y return: 16.78% (bottom quartile). 3Y return: 17.74% (lower mid). 3Y return: 19.38% (upper mid). 3Y return: 20.51% (upper mid). Point 7 1Y return: -2.79% (bottom quartile). 1Y return: 6.76% (lower mid). 1Y return: 7.47% (lower mid). 1Y return: 16.17% (top quartile). 1Y return: 13.29% (upper mid). 1Y return: 5.15% (bottom quartile). 1Y return: 12.64% (upper mid). Point 8 Alpha: -9.71 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.80 (upper mid). Alpha: 0.00 (bottom quartile). Alpha: 4.12 (upper mid). Alpha: 0.40 (lower mid). Alpha: 4.57 (top quartile). Point 9 Sharpe: -0.24 (bottom quartile). Sharpe: 0.29 (upper mid). Sharpe: 0.12 (bottom quartile). Sharpe: 0.30 (upper mid). Sharpe: 0.26 (lower mid). Sharpe: 0.27 (lower mid). Sharpe: 0.48 (top quartile). Point 10 Information ratio: 0.06 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.26 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.07 (bottom quartile). Information ratio: 0.68 (upper mid). Information ratio: 0.73 (top quartile). Motilal Oswal Midcap 30 Fund
Invesco India Mid Cap Fund
Nippon India Small Cap Fund
DSP Small Cap Fund
IDBI Small Cap Fund
Edelweiss Mid Cap Fund
ICICI Prudential MidCap Fund
ഇടത്തരം & ചെറുത് മുകളിൽ AUM/നെറ്റ് അസറ്റുകൾ ഉള്ള ഫണ്ടുകൾ100 കോടി. ക്രമീകരിച്ചുകഴിഞ്ഞ 5 വർഷത്തെ റിട്ടേൺ.
(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. Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on 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 Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for Nippon India Small 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 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 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 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 1. 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 2. 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 3. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (18 Sep 26) ₹185.235 ↑ 2.55 (1.39 %) Net Assets (Cr) ₹78,957 on 31 Jul 26 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio 0.12 Information Ratio -0.26 Alpha Ratio 0.8 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 Nippon India 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 -0.4% 3 Month 3.4% 6 Month 19.4% 1 Year 7.5% 3 Year 14.6% 5 Year 17.9% 10 Year 15 Year Since launch 20% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Nippon India 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 4. 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 5. 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 6. 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 7. 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
മിഡ് & സ്മോൾ ക്യാപ് ഫണ്ടുകളിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.
നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
You Might Also Like
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for Motilal Oswal Midcap 30 Fund