2022-ൽ ഇന്ത്യയിൽ നിക്ഷേപിക്കുന്നതിനുള്ള മികച്ച മിഡ് & സ്മോൾ ക്യാപ് മ്യൂച്വൽ ഫണ്ടുകൾ

Updated on August 3, 2026 , 19327 views

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.

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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 (%)	2025 (%)
Motilal Oswal Midcap 30 Fund Growth	₹101.938 ↑ 0.33	₹37,474	11.7	8.6	-0.8	19.4	21.9	-12.1
Invesco India Mid Cap Fund Growth	₹200.43 ↑ 0.10	₹13,767	10.5	12.7	12.4	24.8	19.4	6.3
Nippon India Small Cap Fund Growth	₹183.989 ↑ 1.37	₹78,407	7	13.7	9.3	16.9	19	-4.7
Edelweiss Mid Cap Fund Growth	₹109.791 ↑ 0.21	₹17,748	5.6	6.2	10.1	22.2	18.1	3.8
Sundaram Mid Cap Fund Growth	₹1,524.96 ↑ 3.28	₹14,026	7	7.1	11	21	18	4.1
ICICI Prudential MidCap Fund Growth	₹343.17 ↑ 1.34	₹7,846	3.3	8.5	15.6	22.9	17.4	11.1
IDBI Small Cap Fund Growth	₹34.1206 ↑ 0.20	₹743	9.4	19.6	13.9	17.5	17.4	-13.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Invesco India Mid Cap Fund	Nippon India Small Cap Fund	Edelweiss Mid Cap Fund	Sundaram Mid Cap Fund	ICICI Prudential MidCap Fund	IDBI Small Cap Fund
Point 1	Upper mid AUM (₹37,474 Cr).	Lower mid AUM (₹13,767 Cr).	Highest AUM (₹78,407 Cr).	Upper mid AUM (₹17,748 Cr).	Lower mid AUM (₹14,026 Cr).	Bottom quartile AUM (₹7,846 Cr).	Bottom quartile AUM (₹743 Cr).
Point 2	Established history (12+ yrs).	Established history (19+ yrs).	Established history (15+ yrs).	Established history (18+ yrs).	Oldest track record among peers (24 yrs).	Established history (21+ yrs).	Established history (9+ yrs).
Point 3	Rating: 3★ (upper mid).	Rating: 2★ (lower mid).	Top rated.	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).	Rating: 2★ (bottom quartile).	Not Rated.
Point 4	Risk 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 5	5Y return: 21.85% (top quartile).	5Y return: 19.44% (upper mid).	5Y return: 18.97% (upper mid).	5Y return: 18.12% (lower mid).	5Y return: 18.03% (lower mid).	5Y return: 17.43% (bottom quartile).	5Y return: 17.38% (bottom quartile).
Point 6	3Y return: 19.38% (lower mid).	3Y return: 24.79% (top quartile).	3Y return: 16.86% (bottom quartile).	3Y return: 22.24% (upper mid).	3Y return: 20.98% (lower mid).	3Y return: 22.94% (upper mid).	3Y return: 17.54% (bottom quartile).
Point 7	1Y return: -0.81% (bottom quartile).	1Y return: 12.42% (upper mid).	1Y return: 9.34% (bottom quartile).	1Y return: 10.10% (lower mid).	1Y return: 10.99% (lower mid).	1Y return: 15.63% (top quartile).	1Y return: 13.89% (upper mid).
Point 8	Alpha: -14.72 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 3.21 (upper mid).	Alpha: -1.09 (bottom quartile).	Alpha: 0.71 (lower mid).	Alpha: 6.02 (upper mid).	Alpha: 9.18 (top quartile).
Point 9	Sharpe: -0.71 (bottom quartile).	Sharpe: 0.19 (upper mid).	Sharpe: 0.02 (lower mid).	Sharpe: -0.04 (bottom quartile).	Sharpe: 0.06 (lower mid).	Sharpe: 0.32 (top quartile).	Sharpe: 0.27 (upper mid).
Point 10	Information ratio: -0.25 (bottom quartile).	Information ratio: 0.00 (lower mid).	Information ratio: -0.27 (bottom quartile).	Information ratio: 0.48 (upper mid).	Information ratio: 0.32 (upper mid).	Information ratio: 0.87 (top quartile).	Information ratio: -0.23 (lower mid).

Motilal Oswal Midcap 30 Fund

Upper mid AUM (₹37,474 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 21.85% (top quartile).
3Y return: 19.38% (lower mid).
1Y return: -0.81% (bottom quartile).
Alpha: -14.72 (bottom quartile).
Sharpe: -0.71 (bottom quartile).
Information ratio: -0.25 (bottom quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹13,767 Cr).
Established history (19+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.44% (upper mid).
3Y return: 24.79% (top quartile).
1Y return: 12.42% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.19 (upper mid).
Information ratio: 0.00 (lower mid).

Nippon India Small Cap Fund

Highest AUM (₹78,407 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.97% (upper mid).
3Y return: 16.86% (bottom quartile).
1Y return: 9.34% (bottom quartile).
Alpha: 3.21 (upper mid).
Sharpe: 0.02 (lower mid).
Information ratio: -0.27 (bottom quartile).

Edelweiss Mid Cap Fund

Upper mid AUM (₹17,748 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 18.12% (lower mid).
3Y return: 22.24% (upper mid).
1Y return: 10.10% (lower mid).
Alpha: -1.09 (bottom quartile).
Sharpe: -0.04 (bottom quartile).
Information ratio: 0.48 (upper mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹14,026 Cr).
Oldest track record among peers (24 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.03% (lower mid).
3Y return: 20.98% (lower mid).
1Y return: 10.99% (lower mid).
Alpha: 0.71 (lower mid).
Sharpe: 0.06 (lower mid).
Information ratio: 0.32 (upper mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,846 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.43% (bottom quartile).
3Y return: 22.94% (upper mid).
1Y return: 15.63% (top quartile).
Alpha: 6.02 (upper mid).
Sharpe: 0.32 (top quartile).
Information ratio: 0.87 (top quartile).

IDBI Small Cap Fund

Bottom quartile AUM (₹743 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.38% (bottom quartile).
3Y return: 17.54% (bottom quartile).
1Y return: 13.89% (upper mid).
Alpha: 9.18 (top quartile).
Sharpe: 0.27 (upper mid).
Information ratio: -0.23 (lower mid).

*മുകളിൽ മികച്ചവയുടെ ലിസ്റ്റ്ഇടത്തരം & ചെറുത് മുകളിൽ AUM/നെറ്റ് അസറ്റുകൾ ഉള്ള ഫണ്ടുകൾ100 കോടി. ക്രമീകരിച്ചുകഴിഞ്ഞ 5 വർഷത്തെ റിട്ടേൺ.

1. 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

Upper mid AUM (₹37,474 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 21.85% (top quartile).
3Y return: 19.38% (lower mid).
1Y return: -0.81% (bottom quartile).
Alpha: -14.72 (bottom quartile).
Sharpe: -0.71 (bottom quartile).
Information ratio: -0.25 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding One97 Communications Ltd (~7.3%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (05 Aug 26)	₹101.938 ↑ 0.33 (0.33 %)
Net Assets (Cr)	₹37,474 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.71
Information Ratio	-0.25
Alpha Ratio	-14.72
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
31 Jul 21	₹10,000
31 Jul 22	₹12,488
31 Jul 23	₹15,748
31 Jul 24	₹26,692
31 Jul 25	₹27,117
31 Jul 26	₹26,669

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 5 Aug 26

Duration	Returns
1 Month	6.8%
3 Month	11.7%
6 Month	8.6%
1 Year	-0.8%
3 Year	19.4%
5 Year	21.9%
10 Year
15 Year
Since launch	20.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-12.1%
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%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.53 Yr.
Swapnil Mayekar	18 Nov 25	0.7 Yr.
Ajay Khandelwal	1 Oct 24	1.83 Yr.
Ankit Agarwal	21 Jan 26	0.53 Yr.
Rakesh Shetty	22 Nov 22	3.69 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	31.53%
Technology	26.25%
Industrials	15.4%
Consumer Cyclical	14.49%
Real Estate	3.1%
Communication Services	2.97%
Health Care	2.8%
Consumer Defensive	0.57%

Asset Allocation

Asset Class	Value
Cash	2.89%
Equity	97.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| PAYTM	7%	₹2,751 Cr	24,100,476 ↑ 334,611
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	6%	₹2,375 Cr	61,413,395
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	6%	₹2,265 Cr	15,453,312 ↓ -250,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	6%	₹2,233 Cr	84,386,866
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	6%	₹2,101 Cr	3,870,834 ↓ -160,000
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	5%	₹2,056 Cr	52,459,381
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	5%	₹1,720 Cr	3,976,493 ↓ -50,000
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 31 Jan 26 \| GROWW	5%	₹1,710 Cr	84,616,660
Shriram Finance Ltd (Financial Services) Equity, Since 31 Jan 26 \| SHRIRAMFIN	4%	₹1,416 Cr	13,590,867 ↑ 1,116,515
BSE Ltd (Financial Services) Equity, Since 30 Nov 25 \| BSE	4%	₹1,353 Cr	3,500,830

2. 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

Lower mid AUM (₹13,767 Cr).
Established history (19+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.44% (upper mid).
3Y return: 24.79% (top quartile).
1Y return: 12.42% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.19 (upper mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Prestige Estates Projects Ltd (~7.1%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (05 Aug 26)	₹200.43 ↑ 0.10 (0.05 %)
Net Assets (Cr)	₹13,767 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.19
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
31 Jul 21	₹10,000
31 Jul 22	₹10,219
31 Jul 23	₹12,600
31 Jul 24	₹19,551
31 Jul 25	₹21,829
31 Jul 26	₹24,059

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 5 Aug 26

Duration	Returns
1 Month	0.9%
3 Month	10.5%
6 Month	12.7%
1 Year	12.4%
3 Year	24.8%
5 Year	19.4%
10 Year
15 Year
Since launch	16.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	6.3%
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%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	2.73 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	28.81%
Consumer Cyclical	19.95%
Health Care	17.65%
Industrials	13.86%
Real Estate	9.67%
Technology	3.8%
Basic Materials	3.66%
Utility	1.97%

Asset Allocation

Asset Class	Value
Cash	0.63%
Equity	99.37%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	7%	₹976 Cr	6,236,588 ↑ 939,982
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹768 Cr	23,278,440 ↑ 974,308
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	5%	₹699 Cr	1,809,521
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	4%	₹616 Cr	5,936,790
Meesho Ltd (Consumer Cyclical) Equity, Since 30 Jun 26 \| MEESHO	4%	₹615 Cr	31,970,414 ↑ 31,970,414
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹601 Cr	4,577,395
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	4%	₹592 Cr	5,241,044
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹575 Cr	1,071,057 ↓ -115,381
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	4%	₹544 Cr	20,552,364 ↓ -1,614,338
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹524 Cr	16,854,973

3. 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

Highest AUM (₹78,407 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 18.97% (upper mid).
3Y return: 16.86% (bottom quartile).
1Y return: 9.34% (bottom quartile).
Alpha: 3.21 (upper mid).
Sharpe: 0.02 (lower mid).
Information ratio: -0.27 (bottom quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding HDFC Bank Ltd (~2.0%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (05 Aug 26)	₹183.989 ↑ 1.37 (0.75 %)
Net Assets (Cr)	₹78,407 on 30 Jun 26
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	0.02
Information Ratio	-0.27
Alpha Ratio	3.21
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
31 Jul 21	₹10,000
31 Jul 22	₹11,028
31 Jul 23	₹14,978
31 Jul 24	₹23,308
31 Jul 25	₹21,934
31 Jul 26	₹23,294

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 5 Aug 26

Duration	Returns
1 Month	1.7%
3 Month	7%
6 Month	13.7%
1 Year	9.3%
3 Year	16.9%
5 Year	19%
10 Year
15 Year
Since launch	20.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-4.7%
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%

Fund Manager information for Nippon India Small Cap Fund

Name	Since	Tenure
Samir Rachh	2 Jan 17	9.58 Yr.
Kinjal Desai	25 May 18	8.19 Yr.
Amber Singhania	11 Mar 26	0.39 Yr.

Data below for Nippon India Small Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Industrials	24.29%
Financial Services	15.45%
Consumer Cyclical	14.17%
Basic Materials	11.22%
Health Care	9.65%
Consumer Defensive	9.02%
Technology	6.5%
Utility	3.87%
Communication Services	1.56%
Real Estate	0.76%
Energy	0.4%

Asset Allocation

Asset Class	Value
Cash	3.1%
Equity	96.9%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,592 Cr	19,954,929 ↑ 2,200,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 22 \| 500103	2%	₹1,429 Cr	34,508,595 ↑ 1,173
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	2%	₹1,344 Cr	856,487 ↓ -23,015
TD Power Systems Ltd (Industrials) Equity, Since 31 Dec 15 \| TDPOWERSYS	2%	₹1,199 Cr	9,680,747
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹1,027 Cr	10,000,000
Zydus Wellness Ltd (Consumer Defensive) Equity, Since 31 Aug 16 \| ZYDUSWELL	1%	₹994 Cr	17,273,570
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| 590003	1%	₹945 Cr	31,907,252
ACME Solar Holdings Ltd (Utilities) Equity, Since 30 Nov 24 \| ACMESOLAR	1%	₹932 Cr	24,487,415 ↑ 16,848,128
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Oct 12 \| KIRLOSBROS	1%	₹929 Cr	4,525,148
NLC India Ltd (Utilities) Equity, Since 31 Oct 22 \| NLCINDIA	1%	₹869 Cr	26,990,331

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

Upper mid AUM (₹17,748 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 18.12% (lower mid).
3Y return: 22.24% (upper mid).
1Y return: 10.10% (lower mid).
Alpha: -1.09 (bottom quartile).
Sharpe: -0.04 (bottom quartile).
Information ratio: 0.48 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding The Federal Bank Ltd (~3.9%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (05 Aug 26)	₹109.791 ↑ 0.21 (0.19 %)
Net Assets (Cr)	₹17,748 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.04
Information Ratio	0.48
Alpha Ratio	-1.09
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
31 Jul 21	₹10,000
31 Jul 22	₹10,533
31 Jul 23	₹12,719
31 Jul 24	₹20,245
31 Jul 25	₹20,918
31 Jul 26	₹22,844

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 5 Aug 26

Duration	Returns
1 Month	2.1%
3 Month	5.6%
6 Month	6.2%
1 Year	10.1%
3 Year	22.2%
5 Year	18.1%
10 Year
15 Year
Since launch	13.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	3.8%
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%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	1.79 Yr.
Trideep Bhattacharya	1 Oct 21	4.83 Yr.
Raj Koradia	1 Aug 24	2 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	28.47%
Industrials	15.53%
Consumer Cyclical	12.73%
Basic Materials	10.16%
Health Care	10.08%
Technology	5.07%
Consumer Defensive	4.52%
Communication Services	2.84%
Utility	2.83%
Real Estate	2.3%
Energy	1.64%

Asset Allocation

Asset Class	Value
Cash	3.82%
Equity	96.18%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	4%	₹687 Cr	20,823,817 ↑ 3,921,648
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	3%	₹462 Cr	1,196,328
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹400 Cr	4,181,418 ↑ 128,845
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹393 Cr	4,701,724 ↑ 144,878
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹381 Cr	203,930 ↑ 6,283
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹381 Cr	1,341,342 ↓ -389,135
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Mar 26 \| 500103	2%	₹334 Cr	8,077,656
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| IDFCFIRSTB	2%	₹316 Cr	39,695,054 ↑ 1,223,156
City Union Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| CUB	2%	₹315 Cr	15,122,245 ↑ 2,484,862
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Jun 24 \| 524494	2%	₹312 Cr	1,833,465 ↑ 420,328

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 (₹14,026 Cr).
Oldest track record among peers (24 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 18.03% (lower mid).
3Y return: 20.98% (lower mid).
1Y return: 10.99% (lower mid).
Alpha: 0.71 (lower mid).
Sharpe: 0.06 (lower mid).
Information ratio: 0.32 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Cummins India Ltd (~3.0%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (05 Aug 26)	₹1,524.96 ↑ 3.28 (0.22 %)
Net Assets (Cr)	₹14,026 on 30 Jun 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.06
Information Ratio	0.32
Alpha Ratio	0.71
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
31 Jul 21	₹10,000
31 Jul 22	₹10,653
31 Jul 23	₹13,062
31 Jul 24	₹20,403
31 Jul 25	₹20,694
31 Jul 26	₹22,756

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 5 Aug 26

Duration	Returns
1 Month	3.7%
3 Month	7%
6 Month	7.1%
1 Year	11%
3 Year	21%
5 Year	18%
10 Year
15 Year
Since launch	23.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	4.1%
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%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	5.44 Yr.
Shalav Saket	31 Dec 25	0.58 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Financial Services	22.57%
Industrials	19.78%
Consumer Cyclical	14.09%
Health Care	10.44%
Basic Materials	8.35%
Technology	8%
Consumer Defensive	5%
Real Estate	3.2%
Utility	2.34%
Energy	1.32%
Communication Services	1.2%

Asset Allocation

Asset Class	Value
Cash	3.68%
Equity	96.3%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	3%	₹424 Cr	750,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹408 Cr	825,000 ↓ -75,000
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹369 Cr	11,700,000 ↑ 201,525
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹365 Cr	945,165
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹362 Cr	10,962,188 ↑ 562,500
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	2%	₹344 Cr	1,714,153 ↑ 72,124
Suzlon Energy Ltd (Industrials) Equity, Since 31 Jul 24 \| SUZLON	2%	₹340 Cr	57,725,000 ↑ 7,422,525
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹304 Cr	38,278,844
Max Financial Services Ltd (Financial Services) Equity, Since 30 Jun 16 \| 500271	2%	₹286 Cr	1,805,000
Marico Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 531642	2%	₹276 Cr	3,300,000

6. 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 (₹7,846 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.43% (bottom quartile).
3Y return: 22.94% (upper mid).
1Y return: 15.63% (top quartile).
Alpha: 6.02 (upper mid).
Sharpe: 0.32 (top quartile).
Information ratio: 0.87 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Apar Industries Ltd (~5.5%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (05 Aug 26)	₹343.17 ↑ 1.34 (0.39 %)
Net Assets (Cr)	₹7,846 on 30 Jun 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.32
Information Ratio	0.87
Alpha Ratio	6.02
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
31 Jul 21	₹10,000
31 Jul 22	₹10,464
31 Jul 23	₹12,190
31 Jul 24	₹19,290
31 Jul 25	₹19,326
31 Jul 26	₹22,034

ICICI Prudential MidCap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 5 Aug 26

Duration	Returns
1 Month	1.8%
3 Month	3.3%
6 Month	8.5%
1 Year	15.6%
3 Year	22.9%
5 Year	17.4%
10 Year
15 Year
Since launch	17.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	11.1%
2024	27%
2023	32.8%
2022	3.1%
2021	44.8%
2020	19.1%
2019	-0.6%
2018	-10.8%
2017	42.9%
2016	4.8%

Fund Manager information for ICICI Prudential MidCap Fund

Name	Since	Tenure
Lalit Kumar	1 Jul 22	4.09 Yr.
Sharmila D’mello	31 Jul 22	4.01 Yr.

Data below for ICICI Prudential MidCap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Industrials	25.06%
Basic Materials	23.76%
Financial Services	21.74%
Consumer Cyclical	13.62%
Real Estate	5.61%
Energy	3.66%
Health Care	1.72%
Communication Services	1.42%
Technology	1.12%
Utility	0.19%

Asset Allocation

Asset Class	Value
Cash	2.1%
Equity	97.9%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Apar Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| APARINDS	5%	₹430 Cr	273,711
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	5%	₹391 Cr	1,011,840
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	4%	₹352 Cr	1,239,860
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 532286	4%	₹295 Cr	2,786,470
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Mar 26 \| HINDPETRO	4%	₹287 Cr	7,283,739
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	3%	₹257 Cr	1,437,425
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 May 23 \| 500493	3%	₹252 Cr	1,174,895
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	3%	₹247 Cr	824,501
KEI Industries Ltd (Industrials) Equity, Since 30 Apr 24 \| KEI	3%	₹237 Cr	437,075
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| POLICYBZR	3%	₹229 Cr	1,408,585

7. IDBI Small Cap Fund

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

Bottom quartile AUM (₹743 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.38% (bottom quartile).
3Y return: 17.54% (bottom quartile).
1Y return: 13.89% (upper mid).
Alpha: 9.18 (top quartile).
Sharpe: 0.27 (upper mid).
Information ratio: -0.23 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Garware Hi-Tech Films Ltd (~4.9%).

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund Growth
Launch Date	21 Jun 17
NAV (05 Aug 26)	₹34.1206 ↑ 0.20 (0.60 %)
Net Assets (Cr)	₹743 on 30 Jun 26
Category	Equity - Small Cap
AMC	IDBI Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.3
Sharpe Ratio	0.27
Information Ratio	-0.23
Alpha Ratio	9.18
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
31 Jul 21	₹10,000
31 Jul 22	₹11,314
31 Jul 23	₹13,804
31 Jul 24	₹21,537
31 Jul 25	₹20,034
31 Jul 26	₹21,938

IDBI Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for IDBI 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 5 Aug 26

Duration	Returns
1 Month	1.4%
3 Month	9.4%
6 Month	19.6%
1 Year	13.9%
3 Year	17.5%
5 Year	17.4%
10 Year
15 Year
Since launch	14.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-13.4%
2024	40%
2023	33.4%
2022	2.4%
2021	64.7%
2020	19%
2019	-4.4%
2018	-15%
2017
2016

Fund Manager information for IDBI Small Cap Fund

Name	Since	Tenure
Dikshit Mittal	24 Jul 25	1.02 Yr.

Data below for IDBI Small Cap Fund as on 30 Jun 26

Equity Sector Allocation

Sector	Value
Industrials	23.79%
Consumer Cyclical	18.71%
Basic Materials	14.76%
Financial Services	12.22%
Consumer Defensive	9.96%
Technology	6.67%
Health Care	6.4%
Real Estate	1.43%
Utility	1.02%
Communication Services	0.89%

Asset Allocation

Asset Class	Value
Cash	4.17%
Equity	95.83%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Garware Hi-Tech Films Ltd (Basic Materials) Equity, Since 30 Sep 25 \| 500655	5%	₹36 Cr	54,623 ↓ -3,838
Avalon Technologies Ltd (Technology) Equity, Since 31 Aug 23 \| AVALON	4%	₹29 Cr	162,956 ↓ -4,889
Manorama Industries Ltd (Consumer Defensive) Equity, Since 31 Dec 24 \| 541974	3%	₹24 Cr	142,461
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Sep 19 \| NAVINFLUOR	3%	₹23 Cr	29,286
Allied Blenders and Distillers Ltd (Consumer Defensive) Equity, Since 31 Jul 24 \| ABDL	3%	₹22 Cr	326,615
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 28 Feb 21 \| KIRLOSENG	3%	₹19 Cr	78,792
Schneider Electric Infrastructure Ltd (Industrials) Equity, Since 31 Aug 25 \| SCHNEIDER	2%	₹18 Cr	133,576
Arvind Fashions Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| ARVINDFASN	2%	₹18 Cr	374,775 ↑ 13,091
KSH International Ltd (Industrials) Equity, Since 31 Dec 25 \| KSHINTL	2%	₹17 Cr	201,146 ↓ -32,069
Tata Motors Passenger Vehicles Ltd (Consumer Cyclical) Equity, Since 31 May 26 \| TMPV	2%	₹14 Cr	408,034 ↑ 200,288

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