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ਭਾਰਤ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਸਰਬੋਤਮ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡ 2022

Updated on November 24, 2025 , 18181 views

ਵਧੀਆ ਮੱਧ ਅਤੇ ਦੀ ਤਲਾਸ਼ ਕਰ ਰਿਹਾ ਹੈਸਮਾਲ ਕੈਪ ਫੰਡ? ਖੈਰ,ਮਿਡ-ਕੈਪ ਅਤੇ ਛੋਟੀ-ਕੈਪਮਿਉਚੁਅਲ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਲਈ ਸੰਪੱਤੀ ਬਣਾਉਣ ਦੇ ਸਭ ਤੋਂ ਵਧੀਆ ਸਾਧਨਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹਨਵਿੱਤੀ ਟੀਚੇ. ਇਹਨਾਂ ਵਿੱਤੀ ਟੀਚਿਆਂ ਵਿੱਚ ਬੱਚੇ ਦੀ ਸਿੱਖਿਆ ਸ਼ਾਮਲ ਹੋ ਸਕਦੀ ਹੈ,ਰਿਟਾਇਰਮੈਂਟ ਦੀ ਯੋਜਨਾਬੰਦੀ, ਆਦਿ। ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪਸ ਨੂੰ ਆਮ ਤੌਰ 'ਤੇ ਏ ਨਾਲ ਫਰਮਾਂ ਵਜੋਂ ਪਰਿਭਾਸ਼ਿਤ ਕੀਤਾ ਜਾਂਦਾ ਹੈਬਜ਼ਾਰ INR 500 ਕਰੋੜ ਤੋਂ ਘੱਟ ਦਾ ਪੂੰਜੀਕਰਣ। ਅਤੇ INR 10 ਤੋਂ ਘੱਟ ਦਾ ਮਿਡਕੈਪ ਮਾਰਕੀਟ ਪੂੰਜੀਕਰਣ,000 ਕਰੋੜ। ਪਰ, ਵੱਡੀ ਕੈਪ ਕੰਪਨੀਆਂ ਦੇ ਮੁਕਾਬਲੇ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪਸ ਦੇ ਨਾਲ ਅਸਫਲਤਾ ਦਾ ਜੋਖਮ ਵੱਧ ਹੁੰਦਾ ਹੈ। ਹਾਲਾਂਕਿ, ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਵਿਭਿੰਨਤਾ ਲਿਆਉਣ ਵਿੱਚ ਮਦਦ ਕਰਦੇ ਹਨ ਅਤੇ ਨਿਵੇਸ਼ਕ ਸਮੁੱਚੇ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਇੱਕ ਛੋਟੀ ਜਿਹੀ ਵੰਡ ਲੈ ਸਕਦੇ ਹਨ। ਨਿਵੇਸ਼ਕ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਹਨ, ਹੇਠਾਂ ਸੂਚੀਬੱਧ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡਾਂ ਵਿੱਚੋਂ ਇੱਕ ਫੰਡ ਚੁਣ ਸਕਦੇ ਹਨ।

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Best-Mid-and-Small-Cap-Mutual-Funds

ਭਾਰਤ ਵਿੱਚ 2022 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੋਟੀ ਦੇ 7 ਵਧੀਆ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹103.52
↑ 1.65
₹37,5010.44.4-2.526.430.357.1
Nippon India Small Cap Fund Growth ₹169.372
↑ 1.66
₹68,9691.82.9-2.121.73026.1
HDFC Mid-Cap Opportunities Fund Growth ₹204.991
↑ 1.91
₹89,3836.79.19.92627.628.6
HDFC Small Cap Fund Growth ₹141.422
↑ 1.24
₹38,4120.65.42.921.227.620.4
Edelweiss Mid Cap Fund Growth ₹104.775
↑ 1.34
₹12,6474.57.26.325.32738.9
Invesco India Mid Cap Fund Growth ₹188.63
↑ 2.56
₹9,3204.212.71427.926.543.1
Franklin India Smaller Companies Fund Growth ₹169.712
↑ 1.95
₹13,7901.5-0.4-3.721.12623.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25

Research Highlights & Commentary of 7 Funds showcased

CommentaryMotilal Oswal Midcap 30 Fund Nippon India Small Cap FundHDFC Mid-Cap Opportunities FundHDFC Small Cap FundEdelweiss Mid Cap FundInvesco India Mid Cap FundFranklin India Smaller Companies Fund
Point 1Lower mid AUM (₹37,501 Cr).Upper mid AUM (₹68,969 Cr).Highest AUM (₹89,383 Cr).Upper mid AUM (₹38,412 Cr).Bottom quartile AUM (₹12,647 Cr).Bottom quartile AUM (₹9,320 Cr).Lower mid AUM (₹13,790 Cr).
Point 2Established history (11+ yrs).Established history (15+ yrs).Established history (18+ yrs).Established history (17+ yrs).Established history (17+ yrs).Established history (18+ yrs).Oldest track record among peers (19 yrs).
Point 3Rating: 3★ (lower mid).Top rated.Rating: 3★ (lower mid).Rating: 4★ (upper mid).Rating: 3★ (bottom quartile).Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).
Point 4Risk 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 55Y return: 30.32% (top quartile).5Y return: 30.05% (upper mid).5Y return: 27.59% (upper mid).5Y return: 27.55% (lower mid).5Y return: 26.96% (lower mid).5Y return: 26.45% (bottom quartile).5Y return: 25.95% (bottom quartile).
Point 63Y return: 26.43% (upper mid).3Y return: 21.66% (lower mid).3Y return: 26.01% (upper mid).3Y return: 21.24% (bottom quartile).3Y return: 25.26% (lower mid).3Y return: 27.92% (top quartile).3Y return: 21.12% (bottom quartile).
Point 71Y return: -2.54% (bottom quartile).1Y return: -2.08% (lower mid).1Y return: 9.93% (upper mid).1Y return: 2.92% (lower mid).1Y return: 6.31% (upper mid).1Y return: 13.96% (top quartile).1Y return: -3.66% (bottom quartile).
Point 8Alpha: -4.22 (bottom quartile).Alpha: -2.66 (lower mid).Alpha: 1.17 (top quartile).Alpha: 0.00 (upper mid).Alpha: -0.23 (lower mid).Alpha: 0.00 (upper mid).Alpha: -3.92 (bottom quartile).
Point 9Sharpe: -0.13 (lower mid).Sharpe: -0.35 (bottom quartile).Sharpe: 0.15 (upper mid).Sharpe: -0.07 (lower mid).Sharpe: 0.07 (upper mid).Sharpe: 0.43 (top quartile).Sharpe: -0.40 (bottom quartile).
Point 10Information ratio: 0.20 (upper mid).Information ratio: -0.11 (bottom quartile).Information ratio: 0.61 (top quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.18 (upper mid).Information ratio: 0.00 (lower mid).Information ratio: -0.26 (bottom quartile).

Motilal Oswal Midcap 30 Fund 

  • Lower mid AUM (₹37,501 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 30.32% (top quartile).
  • 3Y return: 26.43% (upper mid).
  • 1Y return: -2.54% (bottom quartile).
  • Alpha: -4.22 (bottom quartile).
  • Sharpe: -0.13 (lower mid).
  • Information ratio: 0.20 (upper mid).

Nippon India Small Cap Fund

  • Upper mid AUM (₹68,969 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 30.05% (upper mid).
  • 3Y return: 21.66% (lower mid).
  • 1Y return: -2.08% (lower mid).
  • Alpha: -2.66 (lower mid).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: -0.11 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹89,383 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.59% (upper mid).
  • 3Y return: 26.01% (upper mid).
  • 1Y return: 9.93% (upper mid).
  • Alpha: 1.17 (top quartile).
  • Sharpe: 0.15 (upper mid).
  • Information ratio: 0.61 (top quartile).

HDFC Small Cap Fund

  • Upper mid AUM (₹38,412 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.55% (lower mid).
  • 3Y return: 21.24% (bottom quartile).
  • 1Y return: 2.92% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.07 (lower mid).
  • Information ratio: 0.00 (lower mid).

Edelweiss Mid Cap Fund

  • Bottom quartile AUM (₹12,647 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 26.96% (lower mid).
  • 3Y return: 25.26% (lower mid).
  • 1Y return: 6.31% (upper mid).
  • Alpha: -0.23 (lower mid).
  • Sharpe: 0.07 (upper mid).
  • Information ratio: 0.18 (upper mid).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹9,320 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 26.45% (bottom quartile).
  • 3Y return: 27.92% (top quartile).
  • 1Y return: 13.96% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.43 (top quartile).
  • Information ratio: 0.00 (lower mid).

Franklin India Smaller Companies Fund

  • Lower mid AUM (₹13,790 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.95% (bottom quartile).
  • 3Y return: 21.12% (bottom quartile).
  • 1Y return: -3.66% (bottom quartile).
  • Alpha: -3.92 (bottom quartile).
  • Sharpe: -0.40 (bottom quartile).
  • Information ratio: -0.26 (bottom quartile).
*ਉੱਪਰ ਵਧੀਆ ਦੀ ਸੂਚੀ ਹੈਮੱਧ ਅਤੇ ਛੋਟਾ ਉਪਰੋਕਤ AUM/ਨੈੱਟ ਸੰਪਤੀਆਂ ਵਾਲੇ ਫੰਡ100 ਕਰੋੜ. 'ਤੇ ਛਾਂਟੀ ਕੀਤੀਪਿਛਲੇ 5 ਸਾਲਾਂ ਦੀ ਵਾਪਸੀ.

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 (₹37,501 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 30.32% (top quartile).
  • 3Y return: 26.43% (upper mid).
  • 1Y return: -2.54% (bottom quartile).
  • Alpha: -4.22 (bottom quartile).
  • Sharpe: -0.13 (lower mid).
  • Information ratio: 0.20 (upper mid).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (26 Nov 25) ₹103.52 ↑ 1.65   (1.62 %)
Net Assets (Cr) ₹37,501 on 31 Oct 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio -0.13
Information Ratio 0.2
Alpha Ratio -4.22
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

Motilal Oswal Midcap 30 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 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 26 Nov 25

DurationReturns
1 Month -0.1%
3 Month 0.4%
6 Month 4.4%
1 Year -2.5%
3 Year 26.4%
5 Year 30.3%
10 Year
15 Year
Since launch 22%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 (₹68,969 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 30.05% (upper mid).
  • 3Y return: 21.66% (lower mid).
  • 1Y return: -2.08% (lower mid).
  • Alpha: -2.66 (lower mid).
  • Sharpe: -0.35 (bottom quartile).
  • Information ratio: -0.11 (bottom quartile).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (26 Nov 25) ₹169.372 ↑ 1.66   (0.99 %)
Net Assets (Cr) ₹68,969 on 31 Oct 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.44
Sharpe Ratio -0.35
Information Ratio -0.11
Alpha Ratio -2.66
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

Nippon India 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 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 26 Nov 25

DurationReturns
1 Month -0.6%
3 Month 1.8%
6 Month 2.9%
1 Year -2.1%
3 Year 21.7%
5 Year 30%
10 Year
15 Year
Since launch 20.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

3. 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 (₹89,383 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.59% (upper mid).
  • 3Y return: 26.01% (upper mid).
  • 1Y return: 9.93% (upper mid).
  • Alpha: 1.17 (top quartile).
  • Sharpe: 0.15 (upper mid).
  • Information ratio: 0.61 (top quartile).

Below is the key information for HDFC Mid-Cap Opportunities Fund

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (26 Nov 25) ₹204.991 ↑ 1.91   (0.94 %)
Net Assets (Cr) ₹89,383 on 31 Oct 25
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.4
Sharpe Ratio 0.15
Information Ratio 0.61
Alpha Ratio 1.17
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.

DateValue

HDFC Mid-Cap Opportunities 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 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 26 Nov 25

DurationReturns
1 Month 3%
3 Month 6.7%
6 Month 9.1%
1 Year 9.9%
3 Year 26%
5 Year 27.6%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. 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 (₹38,412 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 27.55% (lower mid).
  • 3Y return: 21.24% (bottom quartile).
  • 1Y return: 2.92% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: -0.07 (lower mid).
  • Information ratio: 0.00 (lower mid).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund
Growth
Launch Date 3 Apr 08
NAV (26 Nov 25) ₹141.422 ↑ 1.24   (0.89 %)
Net Assets (Cr) ₹38,412 on 31 Oct 25
Category Equity - Small Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.58
Sharpe Ratio -0.07
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.

DateValue

HDFC 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 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 26 Nov 25

DurationReturns
1 Month -0.7%
3 Month 0.6%
6 Month 5.4%
1 Year 2.9%
3 Year 21.2%
5 Year 27.6%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 (₹12,647 Cr).
  • Established history (17+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 26.96% (lower mid).
  • 3Y return: 25.26% (lower mid).
  • 1Y return: 6.31% (upper mid).
  • Alpha: -0.23 (lower mid).
  • Sharpe: 0.07 (upper mid).
  • Information ratio: 0.18 (upper mid).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (26 Nov 25) ₹104.775 ↑ 1.34   (1.29 %)
Net Assets (Cr) ₹12,647 on 31 Oct 25
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.75
Sharpe Ratio 0.07
Information Ratio 0.18
Alpha Ratio -0.23
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

Edelweiss 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 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 26 Nov 25

DurationReturns
1 Month 2.1%
3 Month 4.5%
6 Month 7.2%
1 Year 6.3%
3 Year 25.3%
5 Year 27%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

6. 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

  • Bottom quartile AUM (₹9,320 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 26.45% (bottom quartile).
  • 3Y return: 27.92% (top quartile).
  • 1Y return: 13.96% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.43 (top quartile).
  • Information ratio: 0.00 (lower mid).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (26 Nov 25) ₹188.63 ↑ 2.56   (1.38 %)
Net Assets (Cr) ₹9,320 on 31 Oct 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 0.43
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

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 ₹584,107.
Net Profit of ₹284,107
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 26 Nov 25

DurationReturns
1 Month 1.6%
3 Month 4.2%
6 Month 12.7%
1 Year 14%
3 Year 27.9%
5 Year 26.5%
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

Data below for Invesco India Mid Cap Fund as on 31 Oct 25

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. 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 (₹13,790 Cr).
  • Oldest track record among peers (19 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 25.95% (bottom quartile).
  • 3Y return: 21.12% (bottom quartile).
  • 1Y return: -3.66% (bottom quartile).
  • Alpha: -3.92 (bottom quartile).
  • Sharpe: -0.40 (bottom quartile).
  • Information ratio: -0.26 (bottom quartile).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (26 Nov 25) ₹169.712 ↑ 1.95   (1.16 %)
Net Assets (Cr) ₹13,790 on 31 Oct 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio -0.41
Information Ratio -0.26
Alpha Ratio -3.92
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

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
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 26 Nov 25

DurationReturns
1 Month -0.6%
3 Month 1.5%
6 Month -0.4%
1 Year -3.7%
3 Year 21.1%
5 Year 26%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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