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

Updated on September 28, 2025 , 18010 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.

Ready to Invest?
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	₹99.9717 ↑ 1.24	₹34,780	-5.6	6.6	-8.2	24.1	31.5	57.1
Nippon India Small Cap Fund Growth	₹167.06 ↑ 1.28	₹64,821	-4.4	10.6	-9	22.3	31.5	26.1
HDFC Small Cap Fund Growth	₹140.225 ↑ 0.56	₹36,294	-0.7	15.1	-1.6	22.4	29.6	20.4
HDFC Mid-Cap Opportunities Fund Growth	₹192.677 ↑ 0.62	₹83,105	-2.3	10.7	-1.3	25.2	28.7	28.6
Edelweiss Mid Cap Fund Growth	₹99.627 ↑ 0.82	₹11,297	-4.7	10	-2.9	23.6	28.4	38.9
Franklin India Smaller Companies Fund Growth	₹166.062 ↑ 1.29	₹13,302	-6.2	8.7	-11.5	21.1	28.2	23.2
ICICI Prudential Smallcap Fund Growth	₹87.17 ↑ 0.60	₹8,441	-2.3	12.5	-6.5	17.2	27.3	15.6
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

Commentary	Motilal Oswal Midcap 30 Fund	Nippon India Small Cap Fund	HDFC Small Cap Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund	Franklin India Smaller Companies Fund	ICICI Prudential Smallcap Fund
Point 1	Lower mid AUM (₹34,780 Cr).	Upper mid AUM (₹64,821 Cr).	Upper mid AUM (₹36,294 Cr).	Highest AUM (₹83,105 Cr).	Bottom quartile AUM (₹11,297 Cr).	Lower mid AUM (₹13,302 Cr).	Bottom quartile AUM (₹8,441 Cr).
Point 2	Established history (11+ yrs).	Established history (15+ yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Oldest track record among peers (19 yrs).	Established history (17+ yrs).
Point 3	Rating: 3★ (lower mid).	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 31.55% (top quartile).	5Y return: 31.50% (upper mid).	5Y return: 29.60% (upper mid).	5Y return: 28.66% (lower mid).	5Y return: 28.36% (lower mid).	5Y return: 28.20% (bottom quartile).	5Y return: 27.28% (bottom quartile).
Point 6	3Y return: 24.06% (upper mid).	3Y return: 22.32% (lower mid).	3Y return: 22.45% (lower mid).	3Y return: 25.18% (top quartile).	3Y return: 23.62% (upper mid).	3Y return: 21.11% (bottom quartile).	3Y return: 17.20% (bottom quartile).
Point 7	1Y return: -8.19% (lower mid).	1Y return: -8.97% (bottom quartile).	1Y return: -1.56% (upper mid).	1Y return: -1.27% (top quartile).	1Y return: -2.85% (upper mid).	1Y return: -11.53% (bottom quartile).	1Y return: -6.51% (lower mid).
Point 8	Alpha: 4.99 (top quartile).	Alpha: -2.55 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 3.39 (upper mid).	Alpha: 3.95 (upper mid).	Alpha: -5.08 (bottom quartile).	Alpha: 0.15 (lower mid).
Point 9	Sharpe: -0.18 (top quartile).	Sharpe: -0.65 (bottom quartile).	Sharpe: -0.33 (lower mid).	Sharpe: -0.28 (upper mid).	Sharpe: -0.28 (upper mid).	Sharpe: -0.76 (bottom quartile).	Sharpe: -0.49 (lower mid).
Point 10	Information ratio: 0.57 (upper mid).	Information ratio: 0.10 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.88 (top quartile).	Information ratio: 0.39 (upper mid).	Information ratio: 0.02 (lower mid).	Information ratio: -0.58 (bottom 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: 31.55% (top quartile).
3Y return: 24.06% (upper mid).
1Y return: -8.19% (lower mid).
Alpha: 4.99 (top quartile).
Sharpe: -0.18 (top quartile).
Information ratio: 0.57 (upper mid).

Nippon India Small Cap Fund

Upper mid AUM (₹64,821 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 31.50% (upper mid).
3Y return: 22.32% (lower mid).
1Y return: -8.97% (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: 29.60% (upper mid).
3Y return: 22.45% (lower mid).
1Y return: -1.56% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.33 (lower mid).
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: 28.66% (lower mid).
3Y return: 25.18% (top quartile).
1Y return: -1.27% (top quartile).
Alpha: 3.39 (upper mid).
Sharpe: -0.28 (upper mid).
Information ratio: 0.88 (top quartile).

Edelweiss Mid Cap Fund

Bottom quartile AUM (₹11,297 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 28.36% (lower mid).
3Y return: 23.62% (upper mid).
1Y return: -2.85% (upper mid).
Alpha: 3.95 (upper mid).
Sharpe: -0.28 (upper mid).
Information ratio: 0.39 (upper mid).

Franklin India Smaller Companies Fund

Lower mid AUM (₹13,302 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 28.20% (bottom quartile).
3Y return: 21.11% (bottom quartile).
1Y return: -11.53% (bottom quartile).
Alpha: -5.08 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: 0.02 (lower mid).

ICICI Prudential Smallcap Fund

Bottom quartile AUM (₹8,441 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 27.28% (bottom quartile).
3Y return: 17.20% (bottom quartile).
1Y return: -6.51% (lower mid).
Alpha: 0.15 (lower mid).
Sharpe: -0.49 (lower mid).
Information ratio: -0.58 (bottom quartile).

*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

Lower mid AUM (₹34,780 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 31.55% (top quartile).
3Y return: 24.06% (upper mid).
1Y return: -8.19% (lower mid).
Alpha: 4.99 (top quartile).
Sharpe: -0.18 (top quartile).
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.

Date	Value
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

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

Duration	Returns
1 Month	-3.2%
3 Month	-5.6%
6 Month	6.6%
1 Year	-8.2%
3 Year	24.1%
5 Year	31.5%
10 Year
15 Year
Since launch	21.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.92 Yr.
Niket Shah	1 Jul 20	5.17 Yr.
Rakesh Shetty	22 Nov 22	2.78 Yr.
Sunil Sawant	1 Jul 24	1.17 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	37.96%
Consumer Cyclical	26.86%
Industrials	20.24%
Communication Services	3.34%
Health Care	3.21%
Financial Services	3.2%
Real Estate	2.58%

Asset Allocation

Asset Class	Value
Cash	2.61%
Equity	97.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	10%	₹3,505 Cr	2,099,999
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹3,405 Cr	19,750,000 ↑ 1,749,950
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| TRENT	9%	₹3,179 Cr	6,000,000 ↑ 750,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	9%	₹3,140 Cr	100,000,000 ↑ 100,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	9%	₹3,025 Cr	60,000,000 ↑ 9,923,760
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	9%	₹3,018 Cr	25,000,000 ↑ 11,130,003
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	8%	₹2,918 Cr	5,500,000 ↑ 99,995
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	6%	₹2,163 Cr	3,050,000 ↑ 300,000
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	4%	₹1,429 Cr	3,750,000 ↑ 250,000
Kaynes Technology India Ltd (Industrials) Equity, Since 30 Jun 25 \| KAYNES	4%	₹1,286 Cr	2,100,000 ↑ 153,298

2. 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).
Top rated.
Risk profile: Moderately High.
5Y return: 31.50% (upper mid).
3Y return: 22.32% (lower mid).
1Y return: -8.97% (bottom quartile).
Alpha: -2.55 (bottom quartile).
Sharpe: -0.65 (bottom quartile).
Information ratio: 0.10 (lower mid).
Top sector: Industrials.
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.

Date	Value
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

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

Duration	Returns
1 Month	0.8%
3 Month	-4.4%
6 Month	10.6%
1 Year	-9%
3 Year	22.3%
5 Year	31.5%
10 Year
15 Year
Since launch	20.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Samir Rachh	2 Jan 17	8.67 Yr.
Kinjal Desai	25 May 18	7.28 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	21.51%
Consumer Cyclical	14.83%
Financial Services	14.64%
Basic Materials	13.07%
Consumer Defensive	9.19%
Health Care	8.74%
Technology	7.19%
Utility	2.36%
Energy	1.51%
Communication Services	1.45%
Real Estate	0.55%

Asset Allocation

Asset Class	Value
Cash	4.96%
Equity	95.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	2%	₹1,368 Cr	1,851,010
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,266 Cr	13,300,000
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Oct 12 \| KIRLOSBROS	1%	₹868 Cr	4,472,130
Paradeep Phosphates Ltd (Basic Materials) Equity, Since 31 May 22 \| 543530	1%	₹828 Cr	38,089,109 ↓ -2,273,393
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| KARURVYSYA	1%	₹816 Cr	38,140,874
eClerx Services Ltd (Technology) Equity, Since 31 Jul 20 \| ECLERX	1%	₹744 Cr	1,762,330
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Apr 18 \| TIINDIA	1%	₹740 Cr	2,499,222
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹730 Cr	9,100,000
ELANTAS Beck India Ltd (Basic Materials) Equity, Since 28 Feb 13 \| 500123	1%	₹720 Cr	651,246
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	1%	₹695 Cr	899,271

3. 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: 29.60% (upper mid).
3Y return: 22.45% (lower mid).
1Y return: -1.56% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.33 (lower mid).
Information ratio: 0.00 (bottom quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
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.

Date	Value
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

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

Duration	Returns
1 Month	0.3%
3 Month	-0.7%
6 Month	15.1%
1 Year	-1.6%
3 Year	22.4%
5 Year	29.6%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Chirag Setalvad	28 Jun 14	11.19 Yr.
Dhruv Muchhal	22 Jun 23	2.2 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	22.28%
Consumer Cyclical	18.62%
Technology	13.47%
Health Care	12.52%
Financial Services	10.72%
Basic Materials	7.57%
Consumer Defensive	2.29%
Communication Services	1.87%
Utility	0.31%

Asset Allocation

Asset Class	Value
Cash	10.36%
Equity	89.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Firstsource Solutions Ltd (Technology) Equity, Since 31 Mar 18 \| FSL	5%	₹1,917 Cr	54,611,834 ↑ 158,714
eClerx Services Ltd (Technology) Equity, Since 31 Mar 18 \| ECLERX	4%	₹1,591 Cr	3,769,083 ↓ -210
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Jun 19 \| ASTERDM	4%	₹1,450 Cr	24,127,134
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| GABRIEL	3%	₹1,261 Cr	10,940,190 ↓ -566,582
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	3%	₹1,094 Cr	6,077,924 ↑ 42,042
Bank of Baroda (Financial Services) Equity, Since 31 Mar 19 \| BANKBARODA	3%	₹1,090 Cr	46,828,792
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 23 \| FORTIS	3%	₹918 Cr	10,073,132
Sudarshan Chemical Industries Ltd (Basic Materials) Equity, Since 29 Feb 24 \| SUDARSCHEM	2%	₹863 Cr	5,767,180 ↑ 32,905
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Jul 23 \| 543308	2%	₹805 Cr	11,127,166
Power Mech Projects Ltd (Industrials) Equity, Since 31 Aug 15 \| POWERMECH	2%	₹719 Cr	2,392,936

4. 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: 28.66% (lower mid).
3Y return: 25.18% (top quartile).
1Y return: -1.27% (top quartile).
Alpha: 3.39 (upper mid).
Sharpe: -0.28 (upper 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.

Date	Value
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

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

Duration	Returns
1 Month	1.1%
3 Month	-2.3%
6 Month	10.7%
1 Year	-1.3%
3 Year	25.2%
5 Year	28.7%
10 Year
15 Year
Since launch	17.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Chirag Setalvad	25 Jun 07	18.2 Yr.
Dhruv Muchhal	22 Jun 23	2.2 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	24.21%
Consumer Cyclical	18.41%
Health Care	11.74%
Industrials	10.63%
Technology	10.45%
Consumer Defensive	5.7%
Basic Materials	5.39%
Communication Services	2.73%
Energy	2.51%
Utility	1.26%

Asset Allocation

Asset Class	Value
Cash	6.98%
Equity	93.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	5%	₹4,108 Cr	25,638,767
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	4%	₹2,987 Cr	13,047,471 ↑ 1,008,442
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,659 Cr	15,420,600 ↑ 200,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	3%	₹2,528 Cr	35,207,003 ↑ 682,268
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹2,463 Cr	27,020,212 ↑ 1,092,893
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	3%	₹2,451 Cr	127,825,000
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,441 Cr	17,634,911 ↑ 181,897
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	3%	₹2,407 Cr	36,854,482
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹2,385 Cr	12,394,203 ↑ 316,182
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| VMM	3%	₹2,251 Cr	150,673,400 ↑ 3,454,943

5. 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: 28.36% (lower mid).
3Y return: 23.62% (upper mid).
1Y return: -2.85% (upper mid).
Alpha: 3.95 (upper mid).
Sharpe: -0.28 (upper mid).
Information ratio: 0.39 (upper mid).
Higher exposure to Financial Services vs peer median.
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.

Date	Value
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

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

Duration	Returns
1 Month	0.2%
3 Month	-4.7%
6 Month	10%
1 Year	-2.9%
3 Year	23.6%
5 Year	28.4%
10 Year
15 Year
Since launch	13.8%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	0.88 Yr.
Trideep Bhattacharya	1 Oct 21	3.92 Yr.
Raj Koradia	1 Aug 24	1.08 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	23.96%
Consumer Cyclical	15.14%
Industrials	14.17%
Health Care	10.66%
Technology	10.55%
Basic Materials	10.37%
Consumer Defensive	5.25%
Real Estate	2.78%
Energy	1.96%
Communication Services	1.38%
Utility	0.59%

Asset Allocation

Asset Class	Value
Cash	3.17%
Equity	96.82%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹351 Cr	662,031
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 21 \| 543220	3%	₹344 Cr	2,981,836
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	3%	₹329 Cr	1,908,695
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	3%	₹294 Cr	4,048,052
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹276 Cr	1,559,919
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹261 Cr	2,865,466
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 17 \| UNOMINDA	2%	₹253 Cr	1,981,889
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹249 Cr	180,547
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jan 20 \| DIXON	2%	₹245 Cr	146,827
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 May 24 \| CGPOWER	2%	₹223 Cr	3,218,245

6. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Research Highlights for Franklin India Smaller Companies Fund

Lower mid AUM (₹13,302 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 28.20% (bottom quartile).
3Y return: 21.11% (bottom quartile).
1Y return: -11.53% (bottom quartile).
Alpha: -5.08 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: 0.02 (lower mid).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~3.0%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (01 Oct 25)	₹166.062 ↑ 1.29 (0.78 %)
Net Assets (Cr)	₹13,302 on 31 Aug 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.76
Information Ratio	0.02
Alpha Ratio	-5.08
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
30 Sep 20	₹10,000
30 Sep 21	₹18,672
30 Sep 22	₹19,497
30 Sep 23	₹26,577
30 Sep 24	₹39,144
30 Sep 25	₹34,632

Franklin India Smaller Companies Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for Franklin India Smaller Companies 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

Duration	Returns
1 Month	-0.5%
3 Month	-6.2%
6 Month	8.7%
1 Year	-11.5%
3 Year	21.1%
5 Year	28.2%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.2%
2023	52.1%
2022	3.6%
2021	56.4%
2020	18.7%
2019	-5%
2018	-17.4%
2017	43.5%
2016	10.2%
2015	9.6%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.59 Yr.
Sandeep Manam	18 Oct 21	3.87 Yr.
Akhil Kalluri	8 Sep 22	2.98 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	19.51%
Industrials	16.86%
Financial Services	16.14%
Health Care	12%
Basic Materials	9.89%
Technology	7.24%
Real Estate	4.31%
Consumer Defensive	4.02%
Utility	2.97%
Energy	0.97%

Asset Allocation

Asset Class	Value
Cash	5.93%
Equity	93.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	3%	₹404 Cr	6,729,408 ↓ -600,000
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| BRIGADE	3%	₹357 Cr	3,868,691
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	3%	₹336 Cr	1,866,828
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹303 Cr	4,023,411 ↑ 107,296
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹284 Cr	3,260,279
Lemon Tree Hotels Ltd (Consumer Cyclical) Equity, Since 31 Aug 19 \| LEMONTREE	2%	₹250 Cr	15,093,487 ↓ -394,587
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹250 Cr	4,963,469
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 14 \| JBCHEPHARM	2%	₹250 Cr	1,448,723
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 16 \| DEEPAKNTR	2%	₹248 Cr	1,387,967
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹247 Cr	3,220,340

7. ICICI Prudential Smallcap Fund

(Erstwhile ICICI Prudential Indo Asia Equity Fund)

ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized.

Research Highlights for ICICI Prudential Smallcap Fund

Bottom quartile AUM (₹8,441 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 27.28% (bottom quartile).
3Y return: 17.20% (bottom quartile).
1Y return: -6.51% (lower mid).
Alpha: 0.15 (lower mid).
Sharpe: -0.49 (lower mid).
Information ratio: -0.58 (bottom quartile).
Higher exposure to Industrials vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~85%).
High-quality debt (AAA/AA ~100%).
Largest holding Larsen & Toubro Ltd (~3.2%).

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund Growth
Launch Date	18 Oct 07
NAV (01 Oct 25)	₹87.17 ↑ 0.60 (0.69 %)
Net Assets (Cr)	₹8,441 on 31 Aug 25
Category	Equity - Small Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.78
Sharpe Ratio	-0.49
Information Ratio	-0.58
Alpha Ratio	0.15
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
30 Sep 20	₹10,000
30 Sep 21	₹19,271
30 Sep 22	₹20,748
30 Sep 23	₹26,096
30 Sep 24	₹35,725
30 Sep 25	₹33,399

ICICI Prudential Smallcap 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 ICICI Prudential Smallcap 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

Duration	Returns
1 Month	-0.3%
3 Month	-2.3%
6 Month	12.5%
1 Year	-6.5%
3 Year	17.2%
5 Year	27.3%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	15.6%
2023	37.9%
2022	5.7%
2021	61%
2020	22.8%
2019	10%
2018	-22.4%
2017	42.7%
2016	6%
2015	0.5%

Fund Manager information for ICICI Prudential Smallcap Fund

Name	Since	Tenure
Anish Tawakley	18 Sep 23	1.96 Yr.
Sharmila D’mello	30 Jun 22	3.17 Yr.
Aatur Shah	21 Apr 25	0.36 Yr.

Data below for ICICI Prudential Smallcap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Industrials	25.84%
Basic Materials	23.73%
Consumer Cyclical	13.81%
Health Care	7.45%
Financial Services	5.47%
Consumer Defensive	2.83%
Utility	2.42%
Real Estate	1.49%
Technology	1.11%
Energy	1.03%
Communication Services	0.31%

Asset Allocation

Asset Class	Value
Cash	14.52%
Equity	85.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Oct 23 \| LT	3%	₹270 Cr	748,968
Hero MotoCorp Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| HEROMOTOCO	3%	₹244 Cr	480,000
Procter & Gamble Health Ltd (Healthcare) Equity, Since 29 Feb 24 \| PGHL	3%	₹234 Cr	367,538 ↓ -27,058
UltraTech Cement Ltd (Basic Materials) Equity, Since 30 Sep 23 \| ULTRACEMCO	3%	₹226 Cr	179,056 ↓ -44,306
Atul Ltd (Basic Materials) Equity, Since 31 Oct 23 \| ATUL	2%	₹210 Cr	335,117 ↑ 35,117
Tata Chemicals Ltd (Basic Materials) Equity, Since 31 Aug 24 \| TATACHEM	2%	₹209 Cr	2,275,000 ↑ 25,000
Gujarat Pipavav Port Ltd (Industrials) Equity, Since 31 Mar 18 \| GPPL	2%	₹197 Cr	13,200,000
Jamna Auto Industries Ltd (Consumer Cyclical) Equity, Since 30 Sep 24 \| JAMNAAUTO	2%	₹192 Cr	18,511,151
Gillette India Ltd (Consumer Defensive) Equity, Since 31 Dec 23 \| GILLETTE	2%	₹186 Cr	184,649
TVS Holdings Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| TVSHLTD	2%	₹186 Cr	157,000

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!

തുടങ്ങി

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.