fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
2022 ਲਈ 9 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡ SIPs

ਫਿਨਕੈਸ਼ »ਮਿਉਚੁਅਲ ਫੰਡ »ਸਰਬੋਤਮ ਸਮਾਲ ਅਤੇ ਮਿਡ ਕੈਪ ਫੰਡ SIP

ਸਰਬੋਤਮ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡ SIPs 2022

Updated on July 27, 2025 , 14664 views

ਜ਼ਿਆਦਾਤਰ ਨਿਵੇਸ਼ਕ ਏSIP ਰੂਟ ਜਦੋਂ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਿਹਾ ਹੈਇਕੁਇਟੀ ਫੰਡ. ਇਸਦੀ ਨਿਵੇਸ਼ ਸ਼ੈਲੀ ਅਤੇ ਘੱਟੋ-ਘੱਟ ਨਿਵੇਸ਼ ਰਾਸ਼ੀ ਦੇ ਕਾਰਨ, ਨਿਵੇਸ਼ਕ ਆਸਾਨੀ ਮਹਿਸੂਸ ਕਰਦੇ ਹਨਨਿਵੇਸ਼ ਇਸ ਦੁਆਰਾ. SIP ਜਾਂ ਪ੍ਰਣਾਲੀਗਤਨਿਵੇਸ਼ ਯੋਜਨਾ ਇਕੁਇਟੀ ਫੰਡ ਵਿਚ ਨਿਵੇਸ਼ ਕਰਨ ਦਾ ਸਭ ਤੋਂ ਪ੍ਰਭਾਵਸ਼ਾਲੀ ਤਰੀਕਾ ਵੀ ਹੈ। ਇੱਕ SIP ਆਮ ਤੌਰ 'ਤੇ ਇੱਕ ਮਾਸਿਕ ਜਾਂ ਇੱਕ ਤਿਮਾਹੀ ਨਿਵੇਸ਼ ਹੁੰਦਾ ਹੈ ਜੋ ਪੂਰਵ-ਨਿਰਧਾਰਤ ਮਿਤੀ 'ਤੇ ਆਪਣੇ ਆਪ ਹੁੰਦਾ ਹੈ। ਇਸਦੀ ਨਿਵੇਸ਼ ਪ੍ਰਕਿਰਿਆ ਦੇ ਕਾਰਨ, ਇਹ ਇਕੁਇਟੀ ਨਿਵੇਸ਼ਾਂ ਦੇ ਨੁਕਸਾਨ ਤੋਂ ਬਚ ਸਕਦਾ ਹੈ। ਨਿਵੇਸ਼ ਨੂੰ ਆਦਤ ਬਣਾਉਣ ਲਈ SIP ਇੱਕ ਵਧੀਆ ਸਾਧਨ ਵੀ ਹਨ। ਕੋਈ ਉਨ੍ਹਾਂ ਦੀ ਪ੍ਰਾਪਤੀ ਵੀ ਕਰ ਸਕਦਾ ਹੈਵਿੱਤੀ ਟੀਚੇ ਇੱਕ SIP ਰੂਟ ਲੈ ਕੇ। ਕਿਉਂਕਿ, ਮੱਧ ਅਤੇ ਛੋਟੇ ਕੈਪਸ ਲੰਬੇ ਸਮੇਂ ਲਈ ਆਦਰਸ਼ ਹਨ-ਮਿਆਦ ਦੀ ਯੋਜਨਾ, ਨਿਵੇਸ਼ਕ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨ ਜਿਵੇਂ ਕਿਰਿਟਾਇਰਮੈਂਟ ਦੀ ਯੋਜਨਾਬੰਦੀ, ਇੱਕ ਘਰ ਦੀ ਖਰੀਦ, ਇੱਕ ਬੱਚੇ ਦੀ ਉੱਚ ਸਿੱਖਿਆ, ਆਦਿ. ਨਿਵੇਸ਼ਕ ਵਧੀਆ ਮਿਡ ਅਤੇ ਚੁਣ ਸਕਦੇ ਹਨਸਮਾਲ ਕੈਪ ਫੰਡ ਲਈSIP ਨਿਵੇਸ਼ ਹੇਠਾਂ ਸੂਚੀਬੱਧ ਸਾਰਣੀ ਤੋਂ ਜੋ ਕਿ 1500 ਕਰੋੜ ਤੋਂ ਉੱਪਰ AUM 'ਤੇ ਆਧਾਰਿਤ ਹਨ।

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Best Mid & Small Cap Mutual Funds

ਵਿੱਤੀ ਸਾਲ 22 - 23 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੋਟੀ ਦੇ 9 ਵਧੀਆ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ SIP

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Mid Cap Fund Growth ₹180.44
↑ 1.33
₹7,406 500 13.417.4132929.843.1
ICICI Prudential MidCap Fund Growth ₹300.06
↑ 4.40
₹6,824 100 13.214.62.223.128.627
Sundaram Small Cap Fund Growth ₹259.558
↑ 2.36
₹3,439 100 10.19.61.922.731.119.1
TATA Mid Cap Growth Fund Growth ₹433.216
↑ 3.97
₹4,985 150 8.39.4-3.72226.822.7
IDBI Small Cap Fund Growth ₹30.7309
↑ 0.13
₹605 500 8.92.5-5.821.33140
BNP Paribas Mid Cap Fund Growth ₹100.418
↑ 0.94
₹2,213 300 6.27.9-2.620.82628.5
IDBI Midcap Fund Growth ₹29.1317
↑ 0.21
₹345 500 8.47.3-3.120.823.729.1
Aditya Birla Sun Life Midcap Fund Growth ₹786.49
↑ 4.01
₹6,205 1,000 7.3100.12026.422
Aditya Birla Sun Life Small Cap Fund Growth ₹86.1087
↑ 0.33
₹5,134 1,000 9.911.1-4.519.727.121.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jul 25
* ਜ਼ਿਕਰ ਕੀਤੇ ਫੰਡ ਹਨਪ੍ਰਬੰਧਨ ਅਧੀਨ ਸੰਪਤੀ (AUM) > 200 ਕਰੋੜ

1. 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.

Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Ranked 38 in Mid Cap category.  Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (29 Jul 25) ₹180.44 ↑ 1.33   (0.74 %)
Net Assets (Cr) ₹7,406 on 30 Jun 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.54
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,589
30 Jun 22₹16,322
30 Jun 23₹21,366
30 Jun 24₹33,031
30 Jun 25₹38,743

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
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 29 Jul 25

DurationReturns
1 Month 0.1%
3 Month 13.4%
6 Month 17.4%
1 Year 13%
3 Year 29%
5 Year 29.8%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 6.4%
Fund Manager information for Invesco India Mid Cap Fund
NameSinceTenure
Aditya Khemani9 Nov 231.64 Yr.
Amit Ganatra1 Sep 231.83 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services26.6%
Health Care18.98%
Consumer Cyclical17.09%
Industrials12.25%
Technology8.31%
Real Estate7.93%
Basic Materials5.97%
Communication Services1.86%
Asset Allocation
Asset ClassValue
Cash0.96%
Equity99.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
6%₹421 Cr1,519,233
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
5%₹347 Cr16,854,973
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
5%₹337 Cr2,031,622
↑ 138,005
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY
4%₹312 Cr7,797,891
↑ 1,783,049
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
4%₹303 Cr1,842,058
↑ 43,526
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | 532296
4%₹294 Cr1,676,417
↑ 274,220
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹287 Cr2,246,434
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹286 Cr13,411,587
↑ 665,645
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
4%₹274 Cr441,151
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
4%₹265 Cr431,234

2. ICICI Prudential MidCap Fund

To generate capital appreciation by actively investing in diversified mid cap stocks.

ICICI Prudential MidCap Fund is a Equity - Mid Cap fund was launched on 28 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.8% since its launch.  Ranked 35 in Mid Cap category.  Return for 2024 was 27% , 2023 was 32.8% and 2022 was 3.1% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (29 Jul 25) ₹300.06 ↑ 4.40   (1.49 %)
Net Assets (Cr) ₹6,824 on 30 Jun 25
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.07
Information Ratio -0.54
Alpha Ratio 0.11
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹18,678
30 Jun 22₹18,575
30 Jun 23₹22,625
30 Jun 24₹36,576
30 Jun 25₹38,837

ICICI Prudential MidCap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
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 29 Jul 25

DurationReturns
1 Month -1%
3 Month 13.2%
6 Month 14.6%
1 Year 2.2%
3 Year 23.1%
5 Year 28.6%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2015 5.1%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Lalit Kumar1 Jul 223 Yr.
Sharmila D’mello31 Jul 222.92 Yr.

Data below for ICICI Prudential MidCap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Basic Materials25.85%
Industrials22.37%
Financial Services18.83%
Communication Services11.34%
Consumer Cyclical9.58%
Real Estate6.56%
Health Care2.69%
Technology0.41%
Utility0.15%
Asset Allocation
Asset ClassValue
Cash2.22%
Equity97.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI
4%₹277 Cr1,863,925
BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE
4%₹268 Cr968,355
↓ -28,875
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
4%₹262 Cr2,779,227
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
4%₹241 Cr1,235,794
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE
3%₹235 Cr1,418,018
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹219 Cr3,106,731
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 533398
3%₹216 Cr824,501
Apar Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | APARINDS
3%₹216 Cr247,507
PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 543390
3%₹211 Cr1,158,585
UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL
3%₹207 Cr3,136,084

3. 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.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 19 in Small Cap category.  Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (29 Jul 25) ₹259.558 ↑ 2.36   (0.92 %)
Net Assets (Cr) ₹3,439 on 30 Jun 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.04
Information Ratio -0.76
Alpha Ratio 0.16
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹20,109
30 Jun 22₹20,226
30 Jun 23₹26,794
30 Jun 24₹38,752
30 Jun 25₹40,821

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
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 29 Jul 25

DurationReturns
1 Month 0.1%
3 Month 10.1%
6 Month 9.6%
1 Year 1.9%
3 Year 22.7%
5 Year 31.1%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Seksaria1 Nov 222.66 Yr.

Data below for Sundaram Small Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Consumer Cyclical20.31%
Financial Services19.47%
Industrials19.36%
Health Care12.14%
Basic Materials8.2%
Communication Services3.95%
Technology3.61%
Consumer Defensive3.17%
Real Estate2.66%
Utility1.18%
Asset Allocation
Asset ClassValue
Cash5.86%
Equity94.06%
Debt0.08%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | 540975
3%₹113 Cr1,898,655
Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
3%₹106 Cr530,036
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
3%₹101 Cr906,389
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY
3%₹100 Cr899,463
↑ 105,494
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹89 Cr410,809
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹86 Cr395,668
↑ 25,442
SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543387
2%₹83 Cr648,946
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹82 Cr16,665,062
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN
2%₹78 Cr140,821
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹77 Cr936,780

4. 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.

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 31 in Mid Cap category.  Return for 2024 was 22.7% , 2023 was 40.5% and 2022 was 0.6% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (29 Jul 25) ₹433.216 ↑ 3.97   (0.93 %)
Net Assets (Cr) ₹4,985 on 30 Jun 25
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.25
Information Ratio -1.22
Alpha Ratio -5.65
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,959
30 Jun 22₹16,858
30 Jun 23₹21,627
30 Jun 24₹33,692
30 Jun 25₹33,832

TATA Mid Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
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 29 Jul 25

DurationReturns
1 Month 0%
3 Month 8.3%
6 Month 9.4%
1 Year -3.7%
3 Year 22%
5 Year 26.8%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Satish Mishra9 Mar 214.31 Yr.

Data below for TATA Mid Cap Growth Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials19.96%
Financial Services17.14%
Health Care14.34%
Consumer Cyclical12.93%
Basic Materials12.41%
Technology4.38%
Real Estate4.3%
Communication Services3.56%
Utility2.16%
Energy1.58%
Consumer Defensive1.32%
Asset Allocation
Asset ClassValue
Cash5.92%
Equity94.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
4%₹206 Cr1,250,000
↓ -50,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 540611
3%₹139 Cr1,700,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹133 Cr270,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
3%₹126 Cr1,800,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹126 Cr369,694
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI
2%₹122 Cr600,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹116 Cr600,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
2%₹113 Cr1,000,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
2%₹113 Cr576,129
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA
2%₹111 Cr1,001,126

5. 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.

IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Return for 2024 was 40% , 2023 was 33.4% and 2022 was 2.4% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (29 Jul 25) ₹30.7309 ↑ 0.13   (0.43 %)
Net Assets (Cr) ₹605 on 30 Jun 25
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 -0.92
Alpha Ratio -7.27
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹19,231
30 Jun 22₹20,995
30 Jun 23₹27,082
30 Jun 24₹41,784
30 Jun 25₹40,559

IDBI Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
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 29 Jul 25

DurationReturns
1 Month 0.9%
3 Month 8.9%
6 Month 2.5%
1 Year -5.8%
3 Year 21.3%
5 Year 31%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 40%
2023 33.4%
2022 2.4%
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Nikhil Rungta1 Jul 241 Yr.
Mahesh Bendre1 Jul 241 Yr.

Data below for IDBI Small Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials35.49%
Consumer Cyclical16.11%
Basic Materials12.59%
Consumer Defensive7.4%
Financial Services7.32%
Utility6.35%
Technology5.13%
Health Care3.57%
Communication Services1.78%
Real Estate0.45%
Asset Allocation
Asset ClassValue
Cash3.81%
Equity96.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 534600
3%₹20 Cr2,506,932
Sanathan Textiles Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | SANATHAN
3%₹19 Cr390,711
Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 541974
3%₹16 Cr109,106
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | HUDCO
3%₹16 Cr668,754
Concord Enviro Systems Ltd (Utilities)
Equity, Since 31 Dec 24 | CEWATER
3%₹16 Cr270,441
Apollo Micro Systems Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 25 | 540879
3%₹15 Cr877,192
↑ 877,192
Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL
2%₹14 Cr326,140
Enviro Infra Engineers Ltd (Industrials)
Equity, Since 30 Nov 24 | EIEL
2%₹13 Cr553,566
International Gemmological Institute (India) Ltd (Basic Materials)
Equity, Since 31 Dec 24 | IGIL
2%₹13 Cr337,832
Exide Industries Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | 500086
2%₹12 Cr321,398

6. BNP Paribas Mid Cap Fund

The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 18 in Mid Cap category.  Return for 2024 was 28.5% , 2023 was 32.6% and 2022 was 4.7% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (29 Jul 25) ₹100.418 ↑ 0.94   (0.94 %)
Net Assets (Cr) ₹2,213 on 30 Jun 25
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.07
Sharpe Ratio -0.18
Information Ratio -1.28
Alpha Ratio -4.02
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹17,528
30 Jun 22₹17,301
30 Jun 23₹21,599
30 Jun 24₹33,083
30 Jun 25₹33,818

BNP Paribas Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for BNP Paribas 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 29 Jul 25

DurationReturns
1 Month -0.9%
3 Month 6.2%
6 Month 7.9%
1 Year -2.6%
3 Year 20.8%
5 Year 26%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 28.5%
2023 32.6%
2022 4.7%
2021 41.5%
2020 23.1%
2019 5.2%
2018 -17.5%
2017 49%
2016 -1.2%
2015 15.3%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 222.97 Yr.
Himanshu Singh21 Oct 240.69 Yr.

Data below for BNP Paribas Mid Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services20.85%
Health Care16.57%
Consumer Cyclical13.5%
Industrials12.58%
Basic Materials9.89%
Technology5.35%
Consumer Defensive5.18%
Energy4.18%
Real Estate2.29%
Communication Services2.11%
Asset Allocation
Asset ClassValue
Cash6.53%
Equity92.59%
Debt0.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
3%₹64 Cr350,000
↑ 50,000
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA
3%₹60 Cr30,000
GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | 522275
3%₹59 Cr250,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
2%₹53 Cr2,500,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
2%₹51 Cr800,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
2%₹51 Cr325,000
Abbott India Ltd (Healthcare)
Equity, Since 31 Jul 22 | ABBOTINDIA
2%₹50 Cr14,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 25 | PERSISTENT
2%₹48 Cr80,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Apr 23 | NAVINFLUOR
2%₹48 Cr100,000
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 24 | HINDPETRO
2%₹48 Cr1,100,000

7. IDBI Midcap Fund

The 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 Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized.

IDBI Midcap Fund is a Equity - Mid Cap fund was launched on 25 Jan 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.4% since its launch.  Return for 2024 was 29.1% , 2023 was 35.9% and 2022 was -4.1% .

Below is the key information for IDBI Midcap Fund

IDBI Midcap Fund
Growth
Launch Date 25 Jan 17
NAV (29 Jul 25) ₹29.1317 ↑ 0.21   (0.73 %)
Net Assets (Cr) ₹345 on 30 Jun 25
Category Equity - Mid Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio -0.07
Information Ratio -0.95
Alpha Ratio -2.67
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,450
30 Jun 22₹15,487
30 Jun 23₹19,361
30 Jun 24₹30,337
30 Jun 25₹31,314

IDBI Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for IDBI 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 29 Jul 25

DurationReturns
1 Month -2.2%
3 Month 8.4%
6 Month 7.3%
1 Year -3.1%
3 Year 20.8%
5 Year 23.7%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 29.1%
2023 35.9%
2022 -4.1%
2021 36.6%
2020 24.3%
2019 -2.5%
2018 -14.5%
2017
2016
2015
Fund Manager information for IDBI Midcap Fund
NameSinceTenure
Karan Doshi31 Jul 231.92 Yr.
Dikshit Mittal31 Jul 231.92 Yr.

Data below for IDBI Midcap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Consumer Cyclical23.88%
Industrials19.6%
Financial Services15.82%
Basic Materials9.53%
Technology8.06%
Health Care6.46%
Consumer Defensive4.62%
Communication Services3.6%
Real Estate2.68%
Utility1.57%
Energy1.32%
Asset Allocation
Asset ClassValue
Cash1.43%
Equity98.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
4%₹14 Cr143,945
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA
3%₹12 Cr105,773
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK
3%₹11 Cr499,962
↓ -33,124
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 500251
3%₹10 Cr16,206
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
2%₹8 Cr189,881
↓ -17,236
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Dec 19 | 506395
2%₹8 Cr30,067
SRF Ltd (Industrials)
Equity, Since 31 Jul 24 | SRF
2%₹7 Cr22,981
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 500850
2%₹7 Cr97,473
Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 May 24 | M&MFIN
2%₹7 Cr267,974
↑ 22,672
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 24 | PERSISTENT
2%₹7 Cr11,637

8. Aditya Birla Sun Life Midcap Fund

An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks.

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap fund was launched on 3 Oct 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.1% since its launch.  Ranked 16 in Mid Cap category.  Return for 2024 was 22% , 2023 was 39.9% and 2022 was -5.3% .

Below is the key information for Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund
Growth
Launch Date 3 Oct 02
NAV (29 Jul 25) ₹786.49 ↑ 4.01   (0.51 %)
Net Assets (Cr) ₹6,205 on 30 Jun 25
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 0.05
Information Ratio -1.29
Alpha Ratio -0.18
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹17,287
30 Jun 22₹17,934
30 Jun 23₹21,791
30 Jun 24₹32,470
30 Jun 25₹34,395

Aditya Birla Sun Life Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Aditya Birla Sun Life 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 29 Jul 25

DurationReturns
1 Month -1.1%
3 Month 7.3%
6 Month 10%
1 Year 0.1%
3 Year 20%
5 Year 26.4%
10 Year
15 Year
Since launch 21.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22%
2023 39.9%
2022 -5.3%
2021 50.4%
2020 15.5%
2019 -3.7%
2018 -16%
2017 44.8%
2016 5.7%
2015 10.4%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure
Vishal Gajwani31 Oct 240.67 Yr.
Dhaval Joshi21 Nov 222.61 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Financial Services22.92%
Basic Materials15.62%
Consumer Cyclical14.25%
Health Care12.04%
Industrials11.94%
Technology9.1%
Real Estate3.87%
Consumer Defensive2.8%
Utility2.6%
Communication Services1.2%
Asset Allocation
Asset ClassValue
Cash3.98%
Equity96.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 540611
4%₹229 Cr2,807,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 532843
4%₹224 Cr2,821,912
Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 500271
3%₹202 Cr1,225,565
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL
3%₹171 Cr1,500,000
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 532779
3%₹161 Cr1,100,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 24 | PRESTIGE
2%₹152 Cr916,888
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | FEDERALBNK
2%₹147 Cr6,874,853
↑ 745,266
JK Cement Ltd (Basic Materials)
Equity, Since 31 Jan 24 | JKCEMENT
2%₹135 Cr220,298
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹134 Cr1,899,298
↓ -234,425
KPIT Technologies Ltd (Technology)
Equity, Since 30 Nov 24 | KPITTECH
2%₹134 Cr1,062,280
↑ 327,664

9. 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.

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 1 in Small Cap category.  Return for 2024 was 21.5% , 2023 was 39.4% and 2022 was -6.5% .

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 (29 Jul 25) ₹86.1087 ↑ 0.33   (0.38 %)
Net Assets (Cr) ₹5,134 on 30 Jun 25
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio -0.12
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.

DateValue
30 Jun 20₹10,000
30 Jun 21₹20,377
30 Jun 22₹18,769
30 Jun 23₹24,199
30 Jun 24₹35,231
30 Jun 25₹35,730

Aditya Birla Sun Life Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
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 29 Jul 25

DurationReturns
1 Month -1.3%
3 Month 9.9%
6 Month 11.1%
1 Year -4.5%
3 Year 19.7%
5 Year 27.1%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Abhinav Khandelwal31 Oct 240.66 Yr.
Dhaval Joshi21 Nov 222.61 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Industrials19.63%
Financial Services18.29%
Consumer Cyclical17.94%
Basic Materials12.33%
Health Care10.28%
Consumer Defensive7.29%
Real Estate4.68%
Technology2.32%
Utility1.47%
Asset Allocation
Asset ClassValue
Cash5.76%
Equity94.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX
3%₹153 Cr171,200
↓ -59,164
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR
2%₹108 Cr223,426
↓ -767
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
2%₹106 Cr171,892
↓ -10,000
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING
2%₹101 Cr906,130
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹100 Cr49,967
↓ -3,500
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS
2%₹96 Cr1,924,279
↓ -64,798
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹95 Cr612,219
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 543308
2%₹94 Cr1,395,824
↑ 65,000
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹93 Cr654,721
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 532215
2%₹90 Cr750,000

Disclaimer:
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
How helpful was this page ?
Rated 4.5, based on 4 reviews.
POST A COMMENT