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

Updated on October 29, 2026 , 19773 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	₹96.3124 ↓ -0.69	₹40,208	-3.6	5.9	-8.5	15.8	17.4	-12.1
Nippon India Small Cap Fund Growth	₹170.409 ↓ -2.90	₹80,906	-4.7	0	-1	12.1	16.1	-4.7
Invesco India Mid Cap Fund Growth	₹183.52 ↓ -0.87	₹15,749	-7.1	2.6	-1.6	20.3	15.9	6.3
DSP Small Cap Fund Growth	₹213.43 ↓ -3.30	₹21,467	-2.9	5.4	8.5	14.7	15	-2.8
Edelweiss Mid Cap Fund Growth	₹100.296 ↓ -0.96	₹19,230	-7.3	-2.6	-3.2	17.4	14.7	3.8
IDBI Small Cap Fund Growth	₹32.6162 ↓ -0.43	₹841	-1.5	6.5	6.1	14.6	14.4	-13.4
Sundaram Mid Cap Fund Growth	₹1,366.6 ↓ -14.05	₹13,854	-9.2	-3.5	-5.4	15.4	14.1	4.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Nippon India Small Cap Fund	Invesco India Mid Cap Fund	DSP Small Cap Fund	Edelweiss Mid Cap Fund	IDBI Small Cap Fund	Sundaram Mid Cap Fund
Point 1	Upper mid AUM (₹40,208 Cr).	Highest AUM (₹80,906 Cr).	Lower mid AUM (₹15,749 Cr).	Upper mid AUM (₹21,467 Cr).	Lower mid AUM (₹19,230 Cr).	Bottom quartile AUM (₹841 Cr).	Bottom quartile AUM (₹13,854 Cr).
Point 2	Established history (12+ yrs).	Established history (16+ yrs).	Established history (19+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Established history (9+ yrs).	Oldest track record among peers (24 yrs).
Point 3	Rating: 3★ (lower mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Not Rated.	Rating: 4★ (upper mid).
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: 17.38% (top quartile).	5Y return: 16.14% (upper mid).	5Y return: 15.90% (upper mid).	5Y return: 15.02% (lower mid).	5Y return: 14.72% (lower mid).	5Y return: 14.44% (bottom quartile).	5Y return: 14.09% (bottom quartile).
Point 6	3Y return: 15.85% (upper mid).	3Y return: 12.12% (bottom quartile).	3Y return: 20.32% (top quartile).	3Y return: 14.67% (lower mid).	3Y return: 17.45% (upper mid).	3Y return: 14.65% (bottom quartile).	3Y return: 15.44% (lower mid).
Point 7	1Y return: -8.47% (bottom quartile).	1Y return: -0.96% (upper mid).	1Y return: -1.61% (lower mid).	1Y return: 8.49% (top quartile).	1Y return: -3.17% (lower mid).	1Y return: 6.06% (upper mid).	1Y return: -5.37% (bottom quartile).
Point 8	Alpha: -3.81 (bottom quartile).	Alpha: 1.80 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 12.54 (top quartile).	Alpha: 0.22 (lower mid).	Alpha: 8.36 (upper mid).	Alpha: -1.10 (bottom quartile).
Point 9	Sharpe: -0.12 (bottom quartile).	Sharpe: 0.25 (upper mid).	Sharpe: 0.17 (lower mid).	Sharpe: 0.65 (top quartile).	Sharpe: 0.06 (lower mid).	Sharpe: 0.51 (upper mid).	Sharpe: 0.00 (bottom quartile).
Point 10	Information ratio: 0.24 (lower mid).	Information ratio: -0.03 (bottom quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.63 (upper mid).	Information ratio: 0.96 (top quartile).	Information ratio: 0.40 (lower mid).	Information ratio: 0.52 (upper mid).

Motilal Oswal Midcap 30 Fund

Upper mid AUM (₹40,208 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.38% (top quartile).
3Y return: 15.85% (upper mid).
1Y return: -8.47% (bottom quartile).
Alpha: -3.81 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.24 (lower mid).

Nippon India Small Cap Fund

Highest AUM (₹80,906 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 16.14% (upper mid).
3Y return: 12.12% (bottom quartile).
1Y return: -0.96% (upper mid).
Alpha: 1.80 (upper mid).
Sharpe: 0.25 (upper mid).
Information ratio: -0.03 (bottom quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹15,749 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.90% (upper mid).
3Y return: 20.32% (top quartile).
1Y return: -1.61% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.17 (lower mid).
Information ratio: 0.00 (bottom quartile).

DSP Small Cap Fund

Upper mid AUM (₹21,467 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.02% (lower mid).
3Y return: 14.67% (lower mid).
1Y return: 8.49% (top quartile).
Alpha: 12.54 (top quartile).
Sharpe: 0.65 (top quartile).
Information ratio: 0.63 (upper mid).

Edelweiss Mid Cap Fund

Lower mid AUM (₹19,230 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 14.72% (lower mid).
3Y return: 17.45% (upper mid).
1Y return: -3.17% (lower mid).
Alpha: 0.22 (lower mid).
Sharpe: 0.06 (lower mid).
Information ratio: 0.96 (top quartile).

IDBI Small Cap Fund

Bottom quartile AUM (₹841 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.44% (bottom quartile).
3Y return: 14.65% (bottom quartile).
1Y return: 6.06% (upper mid).
Alpha: 8.36 (upper mid).
Sharpe: 0.51 (upper mid).
Information ratio: 0.40 (lower mid).

Sundaram Mid Cap Fund

Bottom quartile AUM (₹13,854 Cr).
Oldest track record among peers (24 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.09% (bottom quartile).
3Y return: 15.44% (lower mid).
1Y return: -5.37% (bottom quartile).
Alpha: -1.10 (bottom quartile).
Sharpe: 0.00 (bottom quartile).
Information ratio: 0.52 (upper 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 (₹40,208 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.38% (top quartile).
3Y return: 15.85% (upper mid).
1Y return: -8.47% (bottom quartile).
Alpha: -3.81 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.24 (lower mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding One97 Communications Ltd (~8.6%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (30 Oct 26)	₹96.3124 ↓ -0.69 (-0.71 %)
Net Assets (Cr)	₹40,208 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.12
Information Ratio	0.24
Alpha Ratio	-3.81
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 Oct 21	₹10,000
31 Oct 22	₹12,115
31 Oct 23	₹14,343
31 Oct 24	₹23,825
31 Oct 25	₹24,071
31 Oct 26	₹22,285

Motilal Oswal Midcap 30 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 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 30 Oct 26

Duration	Returns
1 Month	-2.6%
3 Month	-3.6%
6 Month	5.9%
1 Year	-8.5%
3 Year	15.8%
5 Year	17.4%
10 Year
15 Year
Since launch	19.6%

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	0.69 Yr.
Swapnil Mayekar	18 Nov 25	0.87 Yr.
Ajay Khandelwal	1 Oct 24	2 Yr.
Ankit Agarwal	21 Jan 26	0.69 Yr.
Rakesh Shetty	22 Nov 22	3.86 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	29.58%
Financial Services	25.87%
Consumer Cyclical	16.95%
Industrials	12.25%
Health Care	4.27%
Communication Services	2.23%
Real Estate	2.2%
Energy	0.87%
Consumer Defensive	0.59%

Asset Allocation

Asset Class	Value
Cash	5.19%
Equity	94.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| PAYTM	9%	₹3,475 Cr	20,708,902 ↓ -1,921,574
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	8%	₹3,208 Cr	58,000,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	7%	₹2,700 Cr	84,386,866
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	5%	₹2,184 Cr	12,488,926
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	5%	₹1,865 Cr	49,000,000 ↓ -2,000,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	4%	₹1,782 Cr	3,375,000
Sterlite Technologies Ltd (Technology) Equity, Since 30 Jun 26 \| STLTECH	4%	₹1,768 Cr	19,426,538
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	4%	₹1,715 Cr	3,850,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jan 26 \| MCX	4%	₹1,505 Cr	4,558,659 ↑ 240,367
Billionbrains Garage Ventures Ltd (Financial Services) Equity, Since 31 Jan 26 \| GROWW	4%	₹1,409 Cr	76,595,094

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

Highest AUM (₹80,906 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 16.14% (upper mid).
3Y return: 12.12% (bottom quartile).
1Y return: -0.96% (upper mid).
Alpha: 1.80 (upper mid).
Sharpe: 0.25 (upper mid).
Information ratio: -0.03 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding TD Power Systems Ltd (~1.9%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (30 Oct 26)	₹170.409 ↓ -2.90 (-1.67 %)
Net Assets (Cr)	₹80,906 on 30 Sep 26
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.41
Sharpe Ratio	0.25
Information Ratio	-0.03
Alpha Ratio	1.8
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
31 Oct 21	₹10,000
31 Oct 22	₹11,433
31 Oct 23	₹15,000
31 Oct 24	₹21,906
31 Oct 25	₹21,223
31 Oct 26	₹21,128

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 30 Oct 26

Duration	Returns
1 Month	-5.8%
3 Month	-4.7%
6 Month	0%
1 Year	-1%
3 Year	12.1%
5 Year	16.1%
10 Year
15 Year
Since launch	19.2%

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	9.75 Yr.
Kinjal Desai	25 May 18	8.36 Yr.
Amber Singhania	11 Mar 26	0.56 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	23.89%
Financial Services	15.76%
Consumer Cyclical	14.88%
Basic Materials	11.09%
Consumer Defensive	9.09%
Health Care	9.04%
Technology	7.3%
Utility	3.56%
Communication Services	1.12%
Energy	0.83%
Real Estate	0.79%

Asset Allocation

Asset Class	Value
Cash	2.65%
Equity	97.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
TD Power Systems Ltd (Industrials) Equity, Since 31 Dec 15 \| TDPOWERSYS	2%	₹1,518 Cr	19,307,704
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 22 \| 500103	2%	₹1,434 Cr	34,508,595
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,414 Cr	19,954,929
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	2%	₹1,405 Cr	808,204
ACME Solar Holdings Ltd (Utilities) Equity, Since 30 Nov 24 \| ACMESOLAR	1%	₹1,075 Cr	24,487,415
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| 590003	1%	₹1,036 Cr	31,907,252
Sai Life Sciences Ltd (Healthcare) Equity, Since 31 Dec 24 \| SAILIFE	1%	₹1,001 Cr	6,563,832
Sundaram Fasteners Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| 500403	1%	₹971 Cr	8,522,020
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹960 Cr	10,000,000
ELANTAS Beck India Ltd (Basic Materials) Equity, Since 28 Feb 13 \| ELANTAS	1%	₹938 Cr	677,636

3. 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 (₹15,749 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.90% (upper mid).
3Y return: 20.32% (top quartile).
1Y return: -1.61% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.17 (lower mid).
Information ratio: 0.00 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Prestige Estates Projects Ltd (~7.3%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (30 Oct 26)	₹183.52 ↓ -0.87 (-0.47 %)
Net Assets (Cr)	₹15,749 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	0.17
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 Oct 21	₹10,000
31 Oct 22	₹10,224
31 Oct 23	₹11,975
31 Oct 24	₹18,529
31 Oct 25	₹21,085
31 Oct 26	₹20,912

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 30 Oct 26

Duration	Returns
1 Month	-3.3%
3 Month	-7.1%
6 Month	2.6%
1 Year	-1.6%
3 Year	20.3%
5 Year	15.9%
10 Year
15 Year
Since launch	16.1%

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	2.9 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	25.48%
Health Care	24.23%
Consumer Cyclical	18.26%
Industrials	14.85%
Real Estate	9.38%
Basic Materials	3.38%
Utility	1.83%
Technology	1.35%

Asset Allocation

Asset Class	Value
Cash	1.23%
Equity	98.77%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	7%	₹1,154 Cr	7,790,653 ↑ 709,125
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	7%	₹1,136 Cr	12,218,168 ↑ 2,291,941
Meesho Ltd (Consumer Cyclical) Equity, Since 30 Jun 26 \| MEESHO	5%	₹853 Cr	37,475,229
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	5%	₹846 Cr	26,659,590
Manipal Health Enterprises Ltd (Healthcare) Equity, Since 31 Jul 26 \| MANIPALHOS	4%	₹700 Cr	9,878,758
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| ETERNAL	4%	₹651 Cr	20,352,364
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹625 Cr	4,577,395
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹616 Cr	23,237,815 ↑ 3,585,524
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	4%	₹600 Cr	5,936,790
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	4%	₹552 Cr	6,129,063

4. DSP Small Cap Fund

(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

Upper mid AUM (₹21,467 Cr).
Established history (19+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.02% (lower mid).
3Y return: 14.67% (lower mid).
1Y return: 8.49% (top quartile).
Alpha: 12.54 (top quartile).
Sharpe: 0.65 (top quartile).
Information ratio: 0.63 (upper mid).
Higher exposure to Consumer Cyclical vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~89%).
Largest holding Lumax Auto Technologies Ltd (~5.2%).

Below is the key information for DSP Small Cap Fund

DSP Small Cap Fund Growth
Launch Date	14 Jun 07
NAV (30 Oct 26)	₹213.43 ↓ -3.30 (-1.52 %)
Net Assets (Cr)	₹21,467 on 30 Sep 26
Category	Equity - Small Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	0.65
Information Ratio	0.63
Alpha Ratio	12.54
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
31 Oct 21	₹10,000
31 Oct 22	₹10,630
31 Oct 23	₹13,304
31 Oct 24	₹18,579
31 Oct 25	₹18,481
31 Oct 26	₹20,128

DSP Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for DSP 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 30 Oct 26

Duration	Returns
1 Month	-6.8%
3 Month	-2.9%
6 Month	5.4%
1 Year	8.5%
3 Year	14.7%
5 Year	15%
10 Year
15 Year
Since launch	17.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-2.8%
2024	25.6%
2023	41.2%
2022	0.5%
2021	58.9%
2020	33.1%
2019	0.7%
2018	-25.5%
2017	42.8%
2016	12.7%

Fund Manager information for DSP Small Cap Fund

Name	Since	Tenure
Vinit Sambre	21 Jun 10	16.29 Yr.

Data below for DSP Small Cap Fund as on 30 Sep 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	29.02%
Industrials	17.93%
Basic Materials	14.71%
Health Care	10.07%
Financial Services	8.52%
Consumer Defensive	4.79%
Technology	3.13%
Communication Services	0.48%

Asset Allocation

Asset Class	Value
Cash	11.35%
Equity	88.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Lumax Auto Technologies Ltd (Consumer Cyclical) Equity, Since 30 Jun 18 \| LUMAXTECH	5%	₹1,108 Cr	5,333,347
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Mar 23 \| KIRLOSENG	4%	₹810 Cr	3,516,559
Thangamayil Jewellery Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| THANGAMAYL	3%	₹724 Cr	1,429,947
Welspun Corp Ltd (Basic Materials) Equity, Since 31 Mar 21 \| 532144	3%	₹631 Cr	2,324,047
Sansera Engineering Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| SANSERA	3%	₹613 Cr	1,350,088 ↓ -419,941
SPR Auto Technologies Ltd (Consumer Cyclical) Equity, Since 31 Aug 24 \| SHRIPISTON	2%	₹503 Cr	1,081,165
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 14 \| 524494	2%	₹459 Cr	2,381,239 ↑ 166,072
eClerx Services Ltd (Technology) Equity, Since 28 Feb 18 \| ECLERX	2%	₹433 Cr	2,378,590 ↑ 153,789
Dodla Dairy Ltd (Consumer Defensive) Equity, Since 30 Jun 21 \| DODLA	2%	₹422 Cr	4,136,902
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials) Equity, Since 31 Dec 22 \| JUBLINGREA	2%	₹392 Cr	6,002,947

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

Lower mid AUM (₹19,230 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 14.72% (lower mid).
3Y return: 17.45% (upper mid).
1Y return: -3.17% (lower mid).
Alpha: 0.22 (lower mid).
Sharpe: 0.06 (lower mid).
Information ratio: 0.96 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding The Federal Bank Ltd (~3.1%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (30 Oct 26)	₹100.296 ↓ -0.96 (-0.94 %)
Net Assets (Cr)	₹19,230 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.68
Sharpe Ratio	0.06
Information Ratio	0.96
Alpha Ratio	0.22
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 Oct 21	₹10,000
31 Oct 22	₹10,600
31 Oct 23	₹12,289
31 Oct 24	₹19,332
31 Oct 25	₹20,450
31 Oct 26	₹19,866

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 30 Oct 26

Duration	Returns
1 Month	-3.3%
3 Month	-7.3%
6 Month	-2.6%
1 Year	-3.2%
3 Year	17.4%
5 Year	14.7%
10 Year
15 Year
Since launch	13%

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	1.96 Yr.
Trideep Bhattacharya	1 Oct 21	5 Yr.
Mehul Dalmia	3 Aug 26	0.16 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	25.3%
Consumer Cyclical	16.4%
Industrials	13.61%
Basic Materials	9.75%
Health Care	9.45%
Technology	7.92%
Consumer Defensive	4.1%
Real Estate	3.86%
Communication Services	3.09%
Utility	2.15%
Energy	1.41%

Asset Allocation

Asset Class	Value
Cash	2.95%
Equity	97.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	3%	₹588 Cr	18,517,679 ↓ -2,306,138
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹519 Cr	1,571,687
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹402 Cr	203,930
City Union Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| CUB	2%	₹388 Cr	17,152,756
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	2%	₹383 Cr	724,918
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	2%	₹381 Cr	2,179,829
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	2%	₹370 Cr	1,196,328
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| 531642	2%	₹370 Cr	4,701,724
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Jun 24 \| 524494	2%	₹353 Cr	1,833,465
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 31 Jul 23 \| RADICO	2%	₹331 Cr	757,467

6. 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 (₹841 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 14.44% (bottom quartile).
3Y return: 14.65% (bottom quartile).
1Y return: 6.06% (upper mid).
Alpha: 8.36 (upper mid).
Sharpe: 0.51 (upper mid).
Information ratio: 0.40 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Garware Hi-Tech Films Ltd (~4.7%).

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund Growth
Launch Date	21 Jun 17
NAV (30 Oct 26)	₹32.6162 ↓ -0.43 (-1.31 %)
Net Assets (Cr)	₹841 on 30 Sep 26
Category	Equity - Small Cap
AMC	IDBI Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.26
Sharpe Ratio	0.51
Information Ratio	0.4
Alpha Ratio	8.36
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 Oct 21	₹10,000
31 Oct 22	₹11,270
31 Oct 23	₹13,026
31 Oct 24	₹19,795
31 Oct 25	₹18,446
31 Oct 26	₹19,625

IDBI Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 30 Oct 26

Duration	Returns
1 Month	-6.6%
3 Month	-1.5%
6 Month	6.5%
1 Year	6.1%
3 Year	14.6%
5 Year	14.4%
10 Year
15 Year
Since launch	13.5%

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
Sudhanshu Asthana	1 Sep 26	0.08 Yr.
Dikshit Mittal	24 Jul 25	1.19 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	22.64%
Consumer Cyclical	22.16%
Financial Services	11.45%
Basic Materials	11.38%
Consumer Defensive	8.43%
Health Care	7.39%
Technology	6.67%
Real Estate	2.13%
Communication Services	1.11%
Utility	0.65%
Energy	0.13%

Asset Allocation

Asset Class	Value
Cash	5.85%
Equity	94.15%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Garware Hi-Tech Films Ltd (Basic Materials) Equity, Since 30 Sep 25 \| 500655	5%	₹40 Cr	56,660
Manorama Industries Ltd (Consumer Defensive) Equity, Since 31 Dec 24 \| 541974	3%	₹26 Cr	142,461
Avalon Technologies Ltd (Technology) Equity, Since 31 Aug 23 \| AVALON	3%	₹26 Cr	112,072 ↓ -33,032
Indo MIM Ltd (Industrials) Equity, Since 31 Jul 26 \| INDOMIM	3%	₹26 Cr	205,936 ↑ 50,000
Allied Blenders and Distillers Ltd (Consumer Defensive) Equity, Since 31 Jul 24 \| ABDL	3%	₹24 Cr	338,914
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Sep 19 \| NAVINFLUOR	3%	₹24 Cr	29,286
Neuland Laboratories Ltd (Healthcare) Equity, Since 30 Apr 25 \| 524558	2%	₹20 Cr	9,270 ↑ 2,000
SML Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 26 \| SMLMAH	2%	₹20 Cr	29,703
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 28 Feb 21 \| KIRLOSENG	2%	₹18 Cr	78,792
Brigade Enterprises Ltd (Real Estate) Equity, Since 31 May 26 \| 532929	2%	₹18 Cr	312,003

7. 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

Bottom quartile AUM (₹13,854 Cr).
Oldest track record among peers (24 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 14.09% (bottom quartile).
3Y return: 15.44% (lower mid).
1Y return: -5.37% (bottom quartile).
Alpha: -1.10 (bottom quartile).
Sharpe: 0.00 (bottom quartile).
Information ratio: 0.52 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding Mahindra & Mahindra Financial Services Ltd (~2.7%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (30 Oct 26)	₹1,366.6 ↓ -14.05 (-1.02 %)
Net Assets (Cr)	₹13,854 on 30 Sep 26
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.74
Sharpe Ratio	-0.01
Information Ratio	0.52
Alpha Ratio	-1.1
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 Oct 21	₹10,000
31 Oct 22	₹10,606
31 Oct 23	₹12,593
31 Oct 24	₹19,161
31 Oct 25	₹20,330
31 Oct 26	₹19,332

Sundaram Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 30 Oct 26

Duration	Returns
1 Month	-3.4%
3 Month	-9.2%
6 Month	-3.5%
1 Year	-5.4%
3 Year	15.4%
5 Year	14.1%
10 Year
15 Year
Since launch	22.5%

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	5.6 Yr.
Shalav Saket	31 Dec 25	0.75 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	22.28%
Industrials	17.83%
Consumer Cyclical	16.96%
Health Care	10.26%
Technology	8.85%
Basic Materials	7.76%
Consumer Defensive	3.67%
Real Estate	2.94%
Utility	2.1%
Communication Services	1.8%
Energy	1.19%

Asset Allocation

Asset Class	Value
Cash	4.31%
Equity	95.64%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹380 Cr	11,700,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	3%	₹357 Cr	6,450,835
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	2%	₹332 Cr	697,000 ↓ -25,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹327 Cr	10,300,000
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹312 Cr	38,278,844
Thermax Ltd (Industrials) Equity, Since 31 Mar 26 \| THERMAX	2%	₹305 Cr	900,000 ↑ 223,890
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	2%	₹280 Cr	1,600,000 ↓ -80,000
Sona BLW Precision Forgings Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| SONACOMS	2%	₹280 Cr	3,370,000
Phoenix Mills Ltd (Real Estate) Equity, Since 31 Jan 25 \| 503100	2%	₹271 Cr	1,400,000
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	2%	₹264 Cr	1,503,352 ↓ -231,801

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