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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Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Midcap 30 Fund Growth ₹103.52
↑ 1.65 ₹37,501 0.4 4.4 -2.5 26.4 30.3 57.1 Nippon India Small Cap Fund Growth ₹169.372
↑ 1.66 ₹68,969 1.8 2.9 -2.1 21.7 30 26.1 HDFC Mid-Cap Opportunities Fund Growth ₹204.991
↑ 1.91 ₹89,383 6.7 9.1 9.9 26 27.6 28.6 HDFC Small Cap Fund Growth ₹141.422
↑ 1.24 ₹38,412 0.6 5.4 2.9 21.2 27.6 20.4 Edelweiss Mid Cap Fund Growth ₹104.775
↑ 1.34 ₹12,647 4.5 7.2 6.3 25.3 27 38.9 Invesco India Mid Cap Fund Growth ₹188.63
↑ 2.56 ₹9,320 4.2 12.7 14 27.9 26.5 43.1 Franklin India Smaller Companies Fund Growth ₹169.712
↑ 1.95 ₹13,790 1.5 -0.4 -3.7 21.1 26 23.2 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
Commentary Motilal Oswal Midcap 30 Fund Nippon India Small Cap Fund HDFC Mid-Cap Opportunities Fund HDFC Small Cap Fund Edelweiss Mid Cap Fund Invesco India Mid Cap Fund Franklin India Smaller Companies Fund Point 1 Lower 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 2 Established 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 3 Rating: 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 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: 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 6 3Y 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 7 1Y 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 8 Alpha: -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 9 Sharpe: -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 10 Information 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
Nippon India Small Cap Fund
HDFC Mid-Cap Opportunities Fund
HDFC Small Cap Fund
Edelweiss Mid Cap Fund
Invesco India Mid Cap Fund
Franklin India Smaller Companies Fund
ਮੱਧ ਅਤੇ ਛੋਟਾ ਉਪਰੋਕਤ AUM/ਨੈੱਟ ਸੰਪਤੀਆਂ ਵਾਲੇ ਫੰਡ100 ਕਰੋੜ. 'ਤੇ ਛਾਂਟੀ ਕੀਤੀਪਿਛਲੇ 5 ਸਾਲਾਂ ਦੀ ਵਾਪਸੀ.
(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. Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on 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 Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on 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 Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies. Research Highlights for HDFC Small Cap Fund Below is the key information for HDFC Small Cap Fund Returns up to 1 year are on (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 Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Smaller Companies Fund Returns up to 1 year are on 1. 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.
Date Value Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 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
Year Returns 2024 57.1% 2023 41.7% 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Data below for Motilal Oswal Midcap 30 Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. 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.
Date Value Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 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
Year Returns 2024 26.1% 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% 2015 15.1% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Data below for Nippon India Small Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. 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.
Date Value Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 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
Year Returns 2024 28.6% 2023 44.5% 2022 12.3% 2021 39.9% 2020 21.7% 2019 0.2% 2018 -11.2% 2017 41.7% 2016 11.3% 2015 5.8% Fund Manager information for HDFC Mid-Cap Opportunities Fund
Name Since Tenure Data below for HDFC Mid-Cap Opportunities Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. 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.
Date Value Returns for HDFC Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 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
Year Returns 2024 20.4% 2023 44.8% 2022 4.6% 2021 64.9% 2020 20.2% 2019 -9.5% 2018 -8.1% 2017 60.8% 2016 5.4% 2015 6.4% Fund Manager information for HDFC Small Cap Fund
Name Since Tenure Data below for HDFC Small Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. 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.
Date Value Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 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
Year Returns 2024 38.9% 2023 38.4% 2022 2.4% 2021 50.3% 2020 26.4% 2019 5.2% 2018 -15.7% 2017 52.3% 2016 2.5% 2015 9.4% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Data below for Edelweiss Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. 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.
Date Value Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 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
Year Returns 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
Name Since Tenure Data below for Invesco India Mid Cap Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. 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.
Date Value Returns for Franklin India Smaller Companies Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25 Duration Returns 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
Year Returns 2024 23.2% 2023 52.1% 2022 3.6% 2021 56.4% 2020 18.7% 2019 -5% 2018 -17.4% 2017 43.5% 2016 10.2% 2015 9.6% Fund Manager information for Franklin India Smaller Companies Fund
Name Since Tenure Data below for Franklin India Smaller Companies Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Motilal Oswal Midcap 30 Fund