सर्वोत्कृष्ट स्मॉल आणि मिडकॅप इक्विटी म्युच्युअल फंड 2022

Updated on October 27, 2025 , 3157 views

मिड आणि स्मॉल कॅपम्युच्युअल फंड दीर्घकाळात चांगला नफा देण्याच्या क्षमतेमुळे ही एक सुप्रसिद्ध योजना आहे. या फंडांना दीर्घकालीन गुंतवणुकीच्या उद्दिष्टांसाठी सर्वोत्तम संपत्ती निर्माण साधनांपैकी एक मानले जाते. गुंतवणूकदार त्यांच्या विविध उद्दिष्टांची योजना करू शकतातनिवृत्ती नियोजन, मुलाचे उच्च शिक्षण किंवा घर/कार खरेदी इ. मिड आणिस्मॉल कॅप फंड म्युच्युअल फंडांचा एक प्रकार आहे जो मध्यम ते लहान आकाराच्या कंपन्यांच्या स्टॉकमध्ये गुंतवणूक करतो.

हे फंड सामान्यत: a सह फर्म्स म्हणून परिभाषित केले जातातबाजार INR 1000- 500 कोटींचे भांडवलीकरण (MC=कंपनी X बाजार भावाने जारी केलेल्या समभागांची संख्या). पारंपारिकपणे, मिड-कॅप्स या मध्यम आकाराच्या कंपन्या असतात, ज्या चांगल्या प्रकारे चालवल्या गेल्यास आणि चांगली व्यवसाय रणनीती असल्यास उद्याचे नेते किंवा लार्ज-कॅप्स बनतात. खरं तर,मिड-कॅप 2015 मध्ये कमी व्याजदर, कमी इनपुट खर्च आणि सुधारणेमुळे स्टॉक्सने लार्ज कॅप आणि स्मॉल कॅप अशा दोन्ही समभागांना मागे टाकले.भांडवल कपात बीएसई मिड-कॅप आणि बीएसई स्मॉल-कॅप निर्देशांक अनुक्रमे 7.43% आणि 6.76% वाढले, तर त्याच कालावधीत बीएसई सेन्सेक्स 5.03% घसरला.

जे गुंतवणूकदार मिड आणि स्मॉल कॅप फंडांमध्ये गुंतवणूक करण्यास उत्सुक आहेत, खाली 2500 कोटी पेक्षा जास्त AUM आकार असलेले शीर्ष कामगिरी करणारे फंड आहेत.

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2022 मध्ये गुंतवणूक करण्यासाठी टॉप 6 सर्वोत्कृष्ट लघु आणि मिडकॅप फंड

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
TATA Mid Cap Growth Fund Growth	₹443.514 ↓ -0.04	₹4,946	2.4	10.9	3	21.9	24.5	22.7
Sundaram Small Cap Fund Growth	₹267.406 ↑ 0.91	₹3,282	2.7	13.1	3.9	21	27.6	19.1
Aditya Birla Sun Life Small Cap Fund Growth	₹87.4498 ↓ -0.06	₹4,824	1.6	11.7	0.3	18.6	23.4	21.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 25

Research Highlights & Commentary of 3 Funds showcased

Commentary	TATA Mid Cap Growth Fund	Sundaram Small Cap Fund	Aditya Birla Sun Life Small Cap Fund
Point 1	Highest AUM (₹4,946 Cr).	Bottom quartile AUM (₹3,282 Cr).	Lower mid AUM (₹4,824 Cr).
Point 2	Oldest track record among peers (31 yrs).	Established history (20+ yrs).	Established history (18+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Top rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 24.48% (lower mid).	5Y return: 27.63% (upper mid).	5Y return: 23.41% (bottom quartile).
Point 6	3Y return: 21.85% (upper mid).	3Y return: 20.97% (lower mid).	3Y return: 18.57% (bottom quartile).
Point 7	1Y return: 3.00% (lower mid).	1Y return: 3.86% (upper mid).	1Y return: 0.34% (bottom quartile).
Point 8	Alpha: -3.10 (bottom quartile).	Alpha: 0.97 (upper mid).	Alpha: 0.00 (lower mid).
Point 9	Sharpe: -0.66 (bottom quartile).	Sharpe: -0.47 (upper mid).	Sharpe: -0.56 (lower mid).
Point 10	Information ratio: -0.56 (bottom quartile).	Information ratio: -0.47 (lower mid).	Information ratio: 0.00 (upper mid).

TATA Mid Cap Growth Fund

Highest AUM (₹4,946 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.48% (lower mid).
3Y return: 21.85% (upper mid).
1Y return: 3.00% (lower mid).
Alpha: -3.10 (bottom quartile).
Sharpe: -0.66 (bottom quartile).
Information ratio: -0.56 (bottom quartile).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,282 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 27.63% (upper mid).
3Y return: 20.97% (lower mid).
1Y return: 3.86% (upper mid).
Alpha: 0.97 (upper mid).
Sharpe: -0.47 (upper mid).
Information ratio: -0.47 (lower mid).

Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹4,824 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 23.41% (bottom quartile).
3Y return: 18.57% (bottom quartile).
1Y return: 0.34% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.56 (lower mid).
Information ratio: 0.00 (upper mid).

*फंडाच्या वरील यादीमध्ये 2,500 कोटींहून अधिक निव्वळ मालमत्ता आहे. वर क्रमवारी लावलीमागील 3 वर्षाचा परतावा.

1. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

Research Highlights for TATA Mid Cap Growth Fund

Highest AUM (₹4,946 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.48% (lower mid).
3Y return: 21.85% (upper mid).
1Y return: 3.00% (lower mid).
Alpha: -3.10 (bottom quartile).
Sharpe: -0.66 (bottom quartile).
Information ratio: -0.56 (bottom quartile).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (30 Oct 25)	₹443.514 ↓ -0.04 (-0.01 %)
Net Assets (Cr)	₹4,946 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	-0.66
Information Ratio	-0.56
Alpha Ratio	-3.1
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹16,298
30 Sep 22	₹16,592
30 Sep 23	₹21,157
30 Sep 24	₹31,018
30 Sep 25	₹28,853

TATA Mid Cap Growth Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 25

Duration	Returns
1 Month	4.6%
3 Month	2.4%
6 Month	10.9%
1 Year	3%
3 Year	21.9%
5 Year	24.5%
10 Year
15 Year
Since launch	12.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	22.7%
2023	40.5%
2022	0.6%
2021	40%
2020	24.3%
2019	6.5%
2018	-13%
2017	49.8%
2016	-2.2%
2015	10.8%

Fund Manager information for TATA Mid Cap Growth Fund

Name	Since	Tenure
Satish Mishra	9 Mar 21	4.57 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	19.77%
Financial Services	16.6%
Health Care	14.95%
Consumer Cyclical	13.75%
Basic Materials	11.95%
Technology	4.69%
Real Estate	3.8%
Consumer Defensive	3.17%
Communication Services	3.11%
Utility	1.97%
Energy	1.58%

Asset Allocation

Asset Class	Value
Cash	4.66%
Equity	95.34%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Alkem Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| ALKEM	3%	₹151 Cr	278,911
Cummins India Ltd (Industrials) Equity, Since 31 Mar 21 \| 500480	3%	₹145 Cr	369,694
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| 532814	3%	₹139 Cr	1,848,863
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| UNOMINDA	3%	₹130 Cr	1,001,126
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| 540611	2%	₹124 Cr	1,700,000
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	2%	₹118 Cr	750,000 ↓ -350,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 May 25 \| 532296	2%	₹117 Cr	600,000 ↑ 200,000
Lupin Ltd (Healthcare) Equity, Since 31 Dec 22 \| 500257	2%	₹115 Cr	600,000
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIGI	2%	₹113 Cr	600,000
L&T Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| LTF	2%	₹112 Cr	4,500,000 ↑ 500,000

2. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

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

Research Highlights for Sundaram Small Cap Fund

Bottom quartile AUM (₹3,282 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 27.63% (upper mid).
3Y return: 20.97% (lower mid).
1Y return: 3.86% (upper mid).
Alpha: 0.97 (upper mid).
Sharpe: -0.47 (upper mid).
Information ratio: -0.47 (lower mid).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund Growth
Launch Date	15 Feb 05
NAV (30 Oct 25)	₹267.406 ↑ 0.91 (0.34 %)
Net Assets (Cr)	₹3,282 on 31 Aug 25
Category	Equity - Small Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.94
Sharpe Ratio	-0.47
Information Ratio	-0.47
Alpha Ratio	0.97
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹18,888
30 Sep 22	₹19,210
30 Sep 23	₹24,952
30 Sep 24	₹35,108
30 Sep 25	₹32,971

Sundaram Small Cap Fund SIP Returns

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

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 25

Duration	Returns
1 Month	4.8%
3 Month	2.7%
6 Month	13.1%
1 Year	3.9%
3 Year	21%
5 Year	27.6%
10 Year
15 Year
Since launch	17.2%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Sundaram Small Cap Fund

Name	Since	Tenure
Rohit Seksaria	1 Nov 22	2.92 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.13%
Industrials	18.55%
Financial Services	18.08%
Health Care	12.08%
Basic Materials	7.98%
Communication Services	5.47%
Technology	4.45%
Consumer Defensive	2.7%
Real Estate	2.41%
Utility	1.14%

Asset Allocation

Asset Class	Value
Cash	5.89%
Equity	93.99%
Debt	0.11%
Other	0.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	4%	₹119 Cr	1,898,655
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	3%	₹103 Cr	530,036
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	3%	₹96 Cr	140,821
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 21 \| 523025	3%	₹95 Cr	431,921
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543387	3%	₹93 Cr	641,783 ↓ -7,163
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jul 24 \| EIDPARRY	3%	₹92 Cr	899,463
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| 543417	3%	₹91 Cr	1,407,678
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	3%	₹86 Cr	991,559
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 May 24 \| UJJIVANSFB	2%	₹77 Cr	16,665,062
Sundaram Liquid Dir Gr Investment Fund \| -	2%	₹75 Cr	317,556 ↑ 317,556

3. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

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

Research Highlights for Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹4,824 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 23.41% (bottom quartile).
3Y return: 18.57% (bottom quartile).
1Y return: 0.34% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.56 (lower mid).
Information ratio: 0.00 (upper mid).

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

Aditya Birla Sun Life Small Cap Fund Growth
Launch Date	31 May 07
NAV (30 Oct 25)	₹87.4498 ↓ -0.06 (-0.07 %)
Net Assets (Cr)	₹4,824 on 31 Aug 25
Category	Equity - Small Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	-0.56
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

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

Aditya Birla Sun Life Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 25

Duration	Returns
1 Month	5.4%
3 Month	1.6%
6 Month	11.7%
1 Year	0.3%
3 Year	18.6%
5 Year	23.4%
10 Year
15 Year
Since launch	12.4%

Historical performance (Yearly) on absolute basis

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

Fund Manager information for Aditya Birla Sun Life Small Cap Fund

Name	Since	Tenure
Abhinav Khandelwal	31 Oct 24	0.92 Yr.
Dhaval Joshi	21 Nov 22	2.86 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	19.18%
Industrials	18.97%
Consumer Cyclical	16.52%
Health Care	14.05%
Basic Materials	11.49%
Consumer Defensive	7.43%
Real Estate	4.08%
Technology	2.1%
Utility	1.46%

Asset Allocation

Asset Class	Value
Cash	4.72%
Equity	95.28%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jul 20 \| NAVINFLUOR	2%	₹120 Cr	260,056
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Dec 24 \| MCX	2%	₹114 Cr	146,200
TD Power Systems Ltd (Industrials) Equity, Since 30 Jun 23 \| TDPOWERSYS	2%	₹112 Cr	1,890,924
Sai Life Sciences Ltd (Healthcare) Equity, Since 30 Jun 25 \| SAILIFE	2%	₹106 Cr	1,225,785
Fortis Healthcare Ltd (Healthcare) Equity, Since 28 Feb 21 \| 532843	2%	₹103 Cr	1,059,322 ↓ -50,000
Tega Industries Ltd (Industrials) Equity, Since 31 Dec 21 \| 543413	2%	₹101 Cr	535,000 ↓ -25,000
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| 543387	2%	₹98 Cr	673,153 ↓ -23,725
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 31 May 20 \| CCL	2%	₹91 Cr	1,078,825
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Dec 23 \| 543308	2%	₹91 Cr	1,301,548 ↓ -66,076
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| 532215	2%	₹85 Cr	750,000

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.