சிறந்த ஸ்மால் & மிட்கேப் ஈக்விட்டி மியூச்சுவல் ஃபண்டுகள் 2022

Updated on September 22, 2025 , 3122 views

நடுத்தர மற்றும் சிறிய தொப்பிபரஸ்பர நிதி நீண்ட காலத்திற்கு நல்ல லாபத்தை அளிக்கும் திறன் காரணமாக நன்கு அறியப்பட்ட திட்டமாகும். இந்த நிதிகள் நீண்ட கால முதலீட்டு இலக்குகளுக்கான சிறந்த செல்வத்தை உருவாக்கும் கருவிகளில் ஒன்றாகவும் கருதப்படுகிறது. போன்ற பல்வேறு இலக்குகளை முதலீட்டாளர்கள் திட்டமிடலாம்ஓய்வூதிய திட்டமிடல், ஒரு குழந்தையின் உயர் கல்வி அல்லது வீடு/கார் வாங்குதல் போன்றவை. நடுத்தர மற்றும்சிறிய தொப்பி நிதிகள் நடுத்தர முதல் சிறிய அளவிலான நிறுவனங்களின் பங்குகளில் முதலீடு செய்யும் மியூச்சுவல் ஃபண்டுகளின் வகை.

இந்த நிதிகள் பொதுவாக நிறுவனங்களாக வரையறுக்கப்படுகின்றனசந்தை 1000- 500 கோடி ரூபாய் மூலதனமாக்கல் (எம்சி=நிறுவனத்தால் வழங்கப்பட்ட பங்குகளின் எண்ணிக்கை X சந்தை விலை) பாரம்பரியமாக, மிட்-கேப்ஸ் என்பது நடுத்தர அளவிலான நிறுவனங்களாகும், அவை நன்றாக இயங்கி நல்ல வணிக உத்தியைக் கொண்டிருந்தால் நாளைய தலைவர்கள் அல்லது பெரிய நிறுவனங்களாக மாறும். உண்மையாக,நடுத்தர தொப்பி குறைந்த வட்டி விகிதங்கள், குறைந்த உள்ளீடு செலவு மற்றும் முன்னேற்றம் காரணமாக, 2015 ஆம் ஆண்டில், பங்குகள் பெரிய தொப்பி மற்றும் சிறிய தொப்பி பங்குகளை விட சிறப்பாக செயல்பட்டன.மூலதனம் குறைப்பு. பிஎஸ்இ மிட் கேப் மற்றும் பிஎஸ்இ ஸ்மால் கேப் குறியீடு முறையே 7.43% & 6.76% உயர்ந்தது, அதே நேரத்தில் பிஎஸ்இ சென்செக்ஸ் 5.03% சரிந்தது.

மிட் & ஸ்மால் கேப் ஃபண்டுகளில் முதலீடு செய்ய ஆர்வமுள்ள முதலீட்டாளர்கள், 2500 கோடிக்கும் அதிகமான AUM அளவுடன் சிறந்த செயல்திறன் கொண்ட ஃபண்டுகள் கீழே கொடுக்கப்பட்டுள்ளன.

Ready to Invest?
Talk to our investment specialist

2022 இல் முதலீடு செய்ய சிறந்த 6 சிறிய மற்றும் மிட்கேப் நிதிகள்

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
TATA Mid Cap Growth Fund Growth	₹432.924 ↓ -1.99	₹4,946	1.7	10	-5.8	20.6	25.3	22.7
Sundaram Small Cap Fund Growth	₹261.671 ↓ -0.90	₹3,282	2.7	14.9	-4.1	20.5	28.8	19.1
Aditya Birla Sun Life Small Cap Fund Growth	₹85.6088 ↓ -0.37	₹4,824	0.3	11.2	-7.6	17.5	24.2	21.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Sep 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: 25.34% (lower mid).	5Y return: 28.78% (upper mid).	5Y return: 24.23% (bottom quartile).
Point 6	3Y return: 20.61% (upper mid).	3Y return: 20.49% (lower mid).	3Y return: 17.52% (bottom quartile).
Point 7	1Y return: -5.84% (lower mid).	1Y return: -4.05% (upper mid).	1Y return: -7.60% (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: 25.34% (lower mid).
3Y return: 20.61% (upper mid).
1Y return: -5.84% (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: 28.78% (upper mid).
3Y return: 20.49% (lower mid).
1Y return: -4.05% (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: 24.23% (bottom quartile).
3Y return: 17.52% (bottom quartile).
1Y return: -7.60% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.56 (lower mid).
Information ratio: 0.00 (upper mid).

*மேலே உள்ள நிதிகளின் பட்டியலில் 2,500 கோடிக்கும் அதிகமான நிகர சொத்துக்கள் உள்ளன. வரிசைப்படுத்தப்பட்டதுகடந்த 3 வருட வருவாய்.

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: 25.34% (lower mid).
3Y return: 20.61% (upper mid).
1Y return: -5.84% (lower mid).
Alpha: -3.10 (bottom quartile).
Sharpe: -0.66 (bottom quartile).
Information ratio: -0.56 (bottom quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Max Financial Services Ltd (~3.3%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (24 Sep 25)	₹432.924 ↓ -1.99 (-0.46 %)
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
31 Aug 20	₹10,000
31 Aug 21	₹16,715
31 Aug 22	₹17,573
31 Aug 23	₹21,641
31 Aug 24	₹31,745
31 Aug 25	₹29,666

TATA Mid Cap Growth Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 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 24 Sep 25

Duration	Returns
1 Month	0.4%
3 Month	1.7%
6 Month	10%
1 Year	-5.8%
3 Year	20.6%
5 Year	25.3%
10 Year
15 Year
Since launch	12.8%

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	4.48 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	19.74%
Financial Services	16.26%
Health Care	14.69%
Consumer Cyclical	13.37%
Basic Materials	13.11%
Technology	4.09%
Real Estate	3.98%
Communication Services	3.26%
Consumer Defensive	2.39%
Utility	2%
Energy	1.51%

Asset Allocation

Asset Class	Value
Cash	5.58%
Equity	94.42%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	3%	₹165 Cr	1,100,000 ↓ -150,000
Alkem Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| ALKEM	3%	₹140 Cr	278,911 ↑ 8,911
Cummins India Ltd (Industrials) Equity, Since 31 Mar 21 \| 500480	3%	₹131 Cr	369,694
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| 540611	3%	₹126 Cr	1,700,000
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	2%	₹120 Cr	1,700,000 ↑ 200,000
Patanjali Foods Ltd (Consumer Defensive) Equity, Since 31 Jul 24 \| PATANJALI	2%	₹119 Cr	635,200 ↑ 235,200
Jubilant Foodworks Ltd (Consumer Cyclical) Equity, Since 30 Jun 18 \| JUBLFOOD	2%	₹118 Cr	1,800,000
Lupin Ltd (Healthcare) Equity, Since 31 Dec 22 \| 500257	2%	₹116 Cr	600,000
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 31 Jul 24 \| ICICIGI	2%	₹116 Cr	600,000
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| 532814	2%	₹115 Cr	1,848,863 ↑ 448,863

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: 28.78% (upper mid).
3Y return: 20.49% (lower mid).
1Y return: -4.05% (upper mid).
Alpha: 0.97 (upper mid).
Sharpe: -0.47 (upper mid).
Information ratio: -0.47 (lower mid).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~3.4%).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund Growth
Launch Date	15 Feb 05
NAV (24 Sep 25)	₹261.671 ↓ -0.90 (-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
31 Aug 20	₹10,000
31 Aug 21	₹18,459
31 Aug 22	₹19,814
31 Aug 23	₹25,026
31 Aug 24	₹35,242
31 Aug 25	₹33,391

Sundaram Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 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 24 Sep 25

Duration	Returns
1 Month	1.9%
3 Month	2.7%
6 Month	14.9%
1 Year	-4.1%
3 Year	20.5%
5 Year	28.8%
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	2.83 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	20.38%
Industrials	19.06%
Financial Services	19.02%
Health Care	11.84%
Basic Materials	8.13%
Communication Services	5.23%
Technology	3.41%
Consumer Defensive	3.24%
Real Estate	2.66%
Utility	1.15%

Asset Allocation

Asset Class	Value
Cash	5.8%
Equity	94.11%
Debt	0.1%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	3%	₹115 Cr	1,898,655
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jul 24 \| EIDPARRY	3%	₹111 Cr	899,463
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	3%	₹104 Cr	530,036
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	3%	₹98 Cr	991,559 ↑ 85,170
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	3%	₹95 Cr	140,821
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 21 \| 523025	3%	₹86 Cr	410,809
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543387	2%	₹80 Cr	648,946
Cholamandalam Financial Holdings Ltd (Financial Services) Equity, Since 31 Jan 20 \| CHOLAHLDNG	2%	₹75 Cr	395,668
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 May 24 \| UJJIVANSFB	2%	₹74 Cr	16,665,062
Balrampur Chini Mills Ltd (Consumer Defensive) Equity, Since 31 Aug 20 \| BALRAMCHIN	2%	₹70 Cr	1,184,520

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: 24.23% (bottom quartile).
3Y return: 17.52% (bottom quartile).
1Y return: -7.60% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.56 (lower mid).
Information ratio: 0.00 (upper mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Navin Fluorine International Ltd (~2.6%).

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 (24 Sep 25)	₹85.6088 ↓ -0.37 (-0.43 %)
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
31 Aug 20	₹10,000
31 Aug 21	₹18,059
31 Aug 22	₹17,984
31 Aug 23	₹22,820
31 Aug 24	₹30,930
31 Aug 25	₹28,349

Aditya Birla Sun Life Small Cap 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 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 24 Sep 25

Duration	Returns
1 Month	0.7%
3 Month	0.3%
6 Month	11.2%
1 Year	-7.6%
3 Year	17.5%
5 Year	24.2%
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	0.84 Yr.
Dhaval Joshi	21 Nov 22	2.78 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	18.85%
Consumer Cyclical	17.51%
Financial Services	17.5%
Basic Materials	12.54%
Health Care	12%
Consumer Defensive	7.66%
Real Estate	4.78%
Technology	2.38%
Utility	1.49%

Asset Allocation

Asset Class	Value
Cash	5.3%
Equity	94.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jul 20 \| NAVINFLUOR	3%	₹131 Cr	260,056 ↑ 36,630
Tega Industries Ltd (Industrials) Equity, Since 31 Dec 21 \| 543413	2%	₹107 Cr	560,000 ↓ -52,219
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 18 \| JKCEMENT	2%	₹107 Cr	160,054 ↓ -11,838
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Dec 23 \| 543308	2%	₹105 Cr	1,395,824
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Dec 24 \| MCX	2%	₹105 Cr	136,200 ↓ -35,000
TD Power Systems Ltd (Industrials) Equity, Since 30 Jun 23 \| TDPOWERSYS	2%	₹96 Cr	1,890,924 ↓ -33,355
Fortis Healthcare Ltd (Healthcare) Equity, Since 28 Feb 21 \| 532843	2%	₹95 Cr	1,109,322
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Aug 24 \| PNBHOUSING	2%	₹94 Cr	956,130 ↑ 50,000
Ramco Cements Ltd (Basic Materials) Equity, Since 28 Feb 25 \| RAMCOCEM	2%	₹91 Cr	770,321
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 30 Sep 20 \| POWERINDIA	2%	₹90 Cr	44,560 ↓ -5,407

Disclaimer:
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. முதலீடு செய்வதற்கு முன் திட்டத் தகவல் ஆவணத்துடன் சரிபார்க்கவும்.