SIP పెట్టుబడి 2022 కోసం 7 ఉత్తమ మిడ్ & స్మాల్ క్యాప్ ఫండ్‌లు

Updated on October 15, 2025 , 44610 views

మిడ్ క్యాప్ మరియుస్మాల్ క్యాప్ ఫండ్స్ ఒక రకమైన ఈక్విటీమ్యూచువల్ ఫండ్ భవిష్యత్తులో నాయకులుగా ఉండే అవకాశం ఉన్న కంపెనీల స్టాక్‌లలో పెట్టుబడి పెడుతుంది. ఈ ఫండ్‌లు దీర్ఘకాల వ్యవధిలో సంభావ్య డెలివరీలకు ప్రసిద్ధి చెందాయి.మిడ్ క్యాప్ ఫండ్స్ కలిగి ఉన్న కంపెనీలలో పెట్టుబడి పెట్టండిసంత INR 500 Cr నుండి INR 1000 Cr వరకు క్యాపిటలైజేషన్ (MC= కంపెనీ జారీ చేసిన షేర్ల సంఖ్య X మార్కెట్ ధర) మరియు, స్మాల్ క్యాప్‌లు సాధారణంగా INR 500 కోట్ల మార్కెట్ క్యాప్ కలిగిన సంస్థలుగా నిర్వచించబడతాయి. మిడ్ మరియు స్మాల్ క్యాప్ ఫండ్‌లు లార్జ్ క్యాప్ కంటే ఎక్కువ రిస్క్ కలిగి ఉన్నప్పటికీ, ఈ కంపెనీలు బాగా నిర్వహించబడితే, దీర్ఘకాలంలో పెద్ద కంపెనీలుగా మారవచ్చు. ఈ ఫండ్స్‌లో ఇన్వెస్ట్ చేయాలనుకుంటున్న ఇన్వెస్టర్లు a ద్వారా ఇన్వెస్ట్ చేయాలని సూచించారుSIP. SIP లేదా సిస్టమాటిక్పెట్టుబడి ప్రణాళిక అత్యంత ప్రభావవంతమైన మార్గంపెట్టుబడి పెడుతున్నారు లోఈక్విటీ ఫండ్స్. SIP అనేది సాధారణంగా ముందుగా నిర్ణయించిన తేదీలో స్వయంచాలకంగా జరిగే నెలవారీ లేదా త్రైమాసిక పెట్టుబడి. దాని పెట్టుబడి ప్రక్రియ కారణంగా, ఇది ఈక్విటీ పెట్టుబడుల ఆపదలను నిరోధించవచ్చు. పెట్టుబడిని అలవాటుగా మార్చుకోవడానికి SIPలు కూడా ఒక గొప్ప సాధనం. కాబట్టి, ఇక్కడ ఉత్తమమైన మిడ్ మరియు స్మాల్ క్యాప్ ఫండ్స్ ఉన్నాయిSIP పెట్టుబడి 2022 - 2023 పెట్టుబడి పెట్టడానికి.

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SIP FY 22 - 23 కోసం ఉత్తమ పనితీరు మిడ్ క్యాప్ మరియు స్మాల్ క్యాప్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Invesco India Mid Cap Fund Growth	₹185.49 ↓ -1.11	₹8,062	500	1.2	20	9.8	28.8	28.5	43.1
Motilal Oswal Midcap 30 Fund Growth	₹104.704 ↓ -0.40	₹34,780	500	1.3	15.2	-2.9	26.9	33.7	57.1
HDFC Mid-Cap Opportunities Fund Growth	₹197.639 ↓ -0.52	₹83,105	300	-0.6	13.5	3.9	26.2	29.7	28.6
Edelweiss Mid Cap Fund Growth	₹102.402 ↓ -0.36	₹11,297	500	0.1	12.4	1.7	25.2	29.6	38.9
Sundaram Mid Cap Fund Growth	₹1,414.25 ↑ 0.39	₹12,501	100	1.2	13.2	1.2	24	27	32
Nippon India Small Cap Fund Growth	₹169.432 ↓ -0.04	₹64,821	100	-3.4	10	-6.3	23.1	32.8	26.1
ICICI Prudential MidCap Fund Growth	₹305.6 ↓ -1.10	₹6,492	100	0.5	18.6	3.9	22.9	27.1	27
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Oct 25

Research Highlights & Commentary of 7 Funds showcased

Commentary	Invesco India Mid Cap Fund	Motilal Oswal Midcap 30 Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund	Sundaram Mid Cap Fund	Nippon India Small Cap Fund	ICICI Prudential MidCap Fund
Point 1	Bottom quartile AUM (₹8,062 Cr).	Upper mid AUM (₹34,780 Cr).	Highest AUM (₹83,105 Cr).	Lower mid AUM (₹11,297 Cr).	Lower mid AUM (₹12,501 Cr).	Upper mid AUM (₹64,821 Cr).	Bottom quartile AUM (₹6,492 Cr).
Point 2	Established history (18+ yrs).	Established history (11+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Oldest track record among peers (23 yrs).	Established history (15+ yrs).	Established history (20+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (lower mid).	Top rated.	Rating: 4★ (upper mid).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 28.47% (lower mid).	5Y return: 33.66% (top quartile).	5Y return: 29.68% (upper mid).	5Y return: 29.56% (lower mid).	5Y return: 27.01% (bottom quartile).	5Y return: 32.83% (upper mid).	5Y return: 27.08% (bottom quartile).
Point 6	3Y return: 28.83% (top quartile).	3Y return: 26.87% (upper mid).	3Y return: 26.22% (upper mid).	3Y return: 25.17% (lower mid).	3Y return: 23.98% (lower mid).	3Y return: 23.10% (bottom quartile).	3Y return: 22.87% (bottom quartile).
Point 7	1Y return: 9.75% (top quartile).	1Y return: -2.92% (bottom quartile).	1Y return: 3.89% (upper mid).	1Y return: 1.67% (lower mid).	1Y return: 1.22% (lower mid).	1Y return: -6.31% (bottom quartile).	1Y return: 3.89% (upper mid).
Point 8	Alpha: 0.00 (bottom quartile).	Alpha: 4.99 (top quartile).	Alpha: 3.39 (upper mid).	Alpha: 3.95 (upper mid).	Alpha: 2.99 (lower mid).	Alpha: -2.55 (bottom quartile).	Alpha: 3.29 (lower mid).
Point 9	Sharpe: 0.14 (top quartile).	Sharpe: -0.18 (upper mid).	Sharpe: -0.28 (lower mid).	Sharpe: -0.28 (upper mid).	Sharpe: -0.33 (bottom quartile).	Sharpe: -0.65 (bottom quartile).	Sharpe: -0.32 (lower mid).
Point 10	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.57 (upper mid).	Information ratio: 0.88 (top quartile).	Information ratio: 0.39 (upper mid).	Information ratio: 0.22 (lower mid).	Information ratio: 0.10 (lower mid).	Information ratio: -0.16 (bottom quartile).

Invesco India Mid Cap Fund

Bottom quartile AUM (₹8,062 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 28.47% (lower mid).
3Y return: 28.83% (top quartile).
1Y return: 9.75% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.14 (top quartile).
Information ratio: 0.00 (bottom quartile).

Motilal Oswal Midcap 30 Fund

Upper mid AUM (₹34,780 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 33.66% (top quartile).
3Y return: 26.87% (upper mid).
1Y return: -2.92% (bottom quartile).
Alpha: 4.99 (top quartile).
Sharpe: -0.18 (upper mid).
Information ratio: 0.57 (upper mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹83,105 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 29.68% (upper mid).
3Y return: 26.22% (upper mid).
1Y return: 3.89% (upper mid).
Alpha: 3.39 (upper mid).
Sharpe: -0.28 (lower mid).
Information ratio: 0.88 (top quartile).

Edelweiss Mid Cap Fund

Lower mid AUM (₹11,297 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 29.56% (lower mid).
3Y return: 25.17% (lower mid).
1Y return: 1.67% (lower mid).
Alpha: 3.95 (upper mid).
Sharpe: -0.28 (upper mid).
Information ratio: 0.39 (upper mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹12,501 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 27.01% (bottom quartile).
3Y return: 23.98% (lower mid).
1Y return: 1.22% (lower mid).
Alpha: 2.99 (lower mid).
Sharpe: -0.33 (bottom quartile).
Information ratio: 0.22 (lower mid).

Nippon India Small Cap Fund

Upper mid AUM (₹64,821 Cr).
Established history (15+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 32.83% (upper mid).
3Y return: 23.10% (bottom quartile).
1Y return: -6.31% (bottom quartile).
Alpha: -2.55 (bottom quartile).
Sharpe: -0.65 (bottom quartile).
Information ratio: 0.10 (lower mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹6,492 Cr).
Established history (20+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 27.08% (bottom quartile).
3Y return: 22.87% (bottom quartile).
1Y return: 3.89% (upper mid).
Alpha: 3.29 (lower mid).
Sharpe: -0.32 (lower mid).
Information ratio: -0.16 (bottom quartile).

* ఆధారంగా నిధుల జాబితాఆస్తులు >= 500 కోట్లు & ఆధారంగా క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి.

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.

Research Highlights for Invesco India Mid Cap Fund

Bottom quartile AUM (₹8,062 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 28.47% (lower mid).
3Y return: 28.83% (top quartile).
1Y return: 9.75% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.14 (top quartile).
Information ratio: 0.00 (bottom quartile).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (17 Oct 25)	₹185.49 ↓ -1.11 (-0.59 %)
Net Assets (Cr)	₹8,062 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.14
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
30 Sep 20	₹10,000
30 Sep 21	₹15,993
30 Sep 22	₹16,218
30 Sep 23	₹20,052
30 Sep 24	₹32,068
30 Sep 25	₹32,954

Invesco India Mid 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 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 17 Oct 25

Duration	Returns
1 Month	0.8%
3 Month	1.2%
6 Month	20%
1 Year	9.8%
3 Year	28.8%
5 Year	28.5%
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
Aditya Khemani	9 Nov 23	1.81 Yr.
Amit Ganatra	1 Sep 23	2 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	30.14%
Health Care	18.68%
Consumer Cyclical	17.28%
Industrials	11.33%
Real Estate	7.58%
Technology	7.55%
Basic Materials	5.07%
Communication Services	1.53%

Asset Allocation

Asset Class	Value
Cash	0.84%
Equity	99.16%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹400 Cr	9,763,728 ↑ 1,008,324
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	5%	₹366 Cr	16,854,973
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	4%	₹340 Cr	2,179,545 ↑ 147,923
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	4%	₹325 Cr	2,031,299 ↑ 14,403
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| GLENMARK	4%	₹323 Cr	1,676,417
JK Cement Ltd (Basic Materials) Equity, Since 31 Oct 22 \| JKCEMENT	4%	₹322 Cr	463,277
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹318 Cr	1,519,233
Trent Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| TRENT	4%	₹309 Cr	583,431 ↑ 142,280
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	3%	₹280 Cr	14,592,638
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| AUBANK	3%	₹280 Cr	3,893,254 ↑ 2,304,000

2. 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

Upper mid AUM (₹34,780 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 33.66% (top quartile).
3Y return: 26.87% (upper mid).
1Y return: -2.92% (bottom quartile).
Alpha: 4.99 (top quartile).
Sharpe: -0.18 (upper mid).
Information ratio: 0.57 (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 (17 Oct 25)	₹104.704 ↓ -0.40 (-0.38 %)
Net Assets (Cr)	₹34,780 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.18
Information Ratio	0.57
Alpha Ratio	4.99
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
30 Sep 20	₹10,000
30 Sep 21	₹16,771
30 Sep 22	₹20,631
30 Sep 23	₹24,973
30 Sep 24	₹42,904
30 Sep 25	₹39,390

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048 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 17 Oct 25

Duration	Returns
1 Month	-1.5%
3 Month	1.3%
6 Month	15.2%
1 Year	-2.9%
3 Year	26.9%
5 Year	33.7%
10 Year
15 Year
Since launch	22.3%

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
Ajay Khandelwal	1 Oct 24	0.92 Yr.
Niket Shah	1 Jul 20	5.17 Yr.
Rakesh Shetty	22 Nov 22	2.78 Yr.
Sunil Sawant	1 Jul 24	1.17 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	37.96%
Consumer Cyclical	26.86%
Industrials	20.24%
Communication Services	3.34%
Health Care	3.21%
Financial Services	3.2%
Real Estate	2.58%

Asset Allocation

Asset Class	Value
Cash	2.61%
Equity	97.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	10%	₹3,505 Cr	2,099,999
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹3,405 Cr	19,750,000 ↑ 1,749,950
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| TRENT	9%	₹3,179 Cr	6,000,000 ↑ 750,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	9%	₹3,140 Cr	100,000,000 ↑ 100,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	9%	₹3,025 Cr	60,000,000 ↑ 9,923,760
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	9%	₹3,018 Cr	25,000,000 ↑ 11,130,003
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	8%	₹2,918 Cr	5,500,000 ↑ 99,995
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	6%	₹2,163 Cr	3,050,000 ↑ 300,000
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	4%	₹1,429 Cr	3,750,000 ↑ 250,000
Kaynes Technology India Ltd (Industrials) Equity, Since 30 Jun 25 \| KAYNES	4%	₹1,286 Cr	2,100,000 ↑ 153,298

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 (₹83,105 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 29.68% (upper mid).
3Y return: 26.22% (upper mid).
1Y return: 3.89% (upper mid).
Alpha: 3.39 (upper mid).
Sharpe: -0.28 (lower mid).
Information ratio: 0.88 (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 (17 Oct 25)	₹197.639 ↓ -0.52 (-0.26 %)
Net Assets (Cr)	₹83,105 on 31 Aug 25
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	-0.28
Information Ratio	0.88
Alpha Ratio	3.39
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
30 Sep 20	₹10,000
30 Sep 21	₹16,703
30 Sep 22	₹17,974
30 Sep 23	₹24,234
30 Sep 24	₹35,709
30 Sep 25	₹35,254

HDFC Mid-Cap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 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 17 Oct 25

Duration	Returns
1 Month	0.3%
3 Month	-0.6%
6 Month	13.5%
1 Year	3.9%
3 Year	26.2%
5 Year	29.7%
10 Year
15 Year
Since launch	17.7%

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
Chirag Setalvad	25 Jun 07	18.2 Yr.
Dhruv Muchhal	22 Jun 23	2.2 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	24.21%
Consumer Cyclical	18.41%
Health Care	11.74%
Industrials	10.63%
Technology	10.45%
Consumer Defensive	5.7%
Basic Materials	5.39%
Communication Services	2.73%
Energy	2.51%
Utility	1.26%

Asset Allocation

Asset Class	Value
Cash	6.98%
Equity	93.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	5%	₹4,108 Cr	25,638,767
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	4%	₹2,987 Cr	13,047,471 ↑ 1,008,442
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,659 Cr	15,420,600 ↑ 200,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	3%	₹2,528 Cr	35,207,003 ↑ 682,268
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹2,463 Cr	27,020,212 ↑ 1,092,893
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	3%	₹2,451 Cr	127,825,000
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,441 Cr	17,634,911 ↑ 181,897
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	3%	₹2,407 Cr	36,854,482
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹2,385 Cr	12,394,203 ↑ 316,182
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| VMM	3%	₹2,251 Cr	150,673,400 ↑ 3,454,943

4. 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

Lower mid AUM (₹11,297 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 29.56% (lower mid).
3Y return: 25.17% (lower mid).
1Y return: 1.67% (lower mid).
Alpha: 3.95 (upper mid).
Sharpe: -0.28 (upper mid).
Information ratio: 0.39 (upper mid).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (17 Oct 25)	₹102.402 ↓ -0.36 (-0.35 %)
Net Assets (Cr)	₹11,297 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.28
Information Ratio	0.39
Alpha Ratio	3.95
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
30 Sep 20	₹10,000
30 Sep 21	₹17,548
30 Sep 22	₹18,442
30 Sep 23	₹22,379
30 Sep 24	₹35,862
30 Sep 25	₹34,839

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 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 17 Oct 25

Duration	Returns
1 Month	-0.1%
3 Month	0.1%
6 Month	12.4%
1 Year	1.7%
3 Year	25.2%
5 Year	29.6%
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
Dhruv Bhatia	14 Oct 24	0.88 Yr.
Trideep Bhattacharya	1 Oct 21	3.92 Yr.
Raj Koradia	1 Aug 24	1.08 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	23.96%
Consumer Cyclical	15.14%
Industrials	14.17%
Health Care	10.66%
Technology	10.55%
Basic Materials	10.37%
Consumer Defensive	5.25%
Real Estate	2.78%
Energy	1.96%
Communication Services	1.38%
Utility	0.59%

Asset Allocation

Asset Class	Value
Cash	3.17%
Equity	96.82%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹351 Cr	662,031
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 21 \| 543220	3%	₹344 Cr	2,981,836
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	3%	₹329 Cr	1,908,695
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	3%	₹294 Cr	4,048,052
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹276 Cr	1,559,919
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹261 Cr	2,865,466
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 17 \| UNOMINDA	2%	₹253 Cr	1,981,889
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹249 Cr	180,547
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jan 20 \| DIXON	2%	₹245 Cr	146,827
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 May 24 \| CGPOWER	2%	₹223 Cr	3,218,245

5. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Research Highlights for Sundaram Mid Cap Fund

Lower mid AUM (₹12,501 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 27.01% (bottom quartile).
3Y return: 23.98% (lower mid).
1Y return: 1.22% (lower mid).
Alpha: 2.99 (lower mid).
Sharpe: -0.33 (bottom quartile).
Information ratio: 0.22 (lower mid).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (17 Oct 25)	₹1,414.25 ↑ 0.39 (0.03 %)
Net Assets (Cr)	₹12,501 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	-0.33
Information Ratio	0.22
Alpha Ratio	2.99
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	₹16,223
30 Sep 22	₹17,062
30 Sep 23	₹21,088
30 Sep 24	₹32,926
30 Sep 25	₹31,436

Sundaram Mid 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 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 17 Oct 25

Duration	Returns
1 Month	-0.1%
3 Month	1.2%
6 Month	13.2%
1 Year	1.2%
3 Year	24%
5 Year	27%
10 Year
15 Year
Since launch	23.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	32%
2023	40.4%
2022	4.8%
2021	37.5%
2020	11.8%
2019	-0.3%
2018	-15.4%
2017	40.8%
2016	11.3%
2015	11.2%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	4.52 Yr.
Ratish Varier	24 Feb 21	4.52 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	19.14%
Consumer Cyclical	18%
Industrials	14.64%
Health Care	11.81%
Basic Materials	10.56%
Technology	5.82%
Consumer Defensive	5.19%
Real Estate	3.59%
Utility	2.41%
Communication Services	2.2%
Energy	1.85%

Asset Allocation

Asset Class	Value
Cash	4.78%
Equity	95.2%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	4%	₹494 Cr	1,290,127
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	3%	₹395 Cr	1,712,601
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Dec 21 \| FORTIS	3%	₹354 Cr	3,879,249
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹328 Cr	1,179,542
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532720	2%	₹303 Cr	11,920,703
Lupin Ltd (Healthcare) Equity, Since 31 Jan 23 \| LUPIN	2%	₹297 Cr	1,569,363 ↑ 19,877
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹271 Cr	5,375,605 ↓ -641,216
JK Cement Ltd (Basic Materials) Equity, Since 31 Jan 24 \| JKCEMENT	2%	₹259 Cr	373,091 ↓ -9,462
Persistent Systems Ltd (Technology) Equity, Since 30 Apr 22 \| PERSISTENT	2%	₹257 Cr	484,892
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| INDIANB	2%	₹256 Cr	3,926,468 ↓ -94,797

6. 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 (₹64,821 Cr).
Established history (15+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 32.83% (upper mid).
3Y return: 23.10% (bottom quartile).
1Y return: -6.31% (bottom quartile).
Alpha: -2.55 (bottom quartile).
Sharpe: -0.65 (bottom quartile).
Information ratio: 0.10 (lower mid).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (17 Oct 25)	₹169.432 ↓ -0.04 (-0.02 %)
Net Assets (Cr)	₹64,821 on 31 Aug 25
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	-0.65
Information Ratio	0.1
Alpha Ratio	-2.55
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
30 Sep 20	₹10,000
30 Sep 21	₹19,239
30 Sep 22	₹21,488
30 Sep 23	₹29,092
30 Sep 24	₹43,200
30 Sep 25	₹39,323

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113 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 17 Oct 25

Duration	Returns
1 Month	-1.7%
3 Month	-3.4%
6 Month	10%
1 Year	-6.3%
3 Year	23.1%
5 Year	32.8%
10 Year
15 Year
Since launch	20.6%

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
Samir Rachh	2 Jan 17	8.67 Yr.
Kinjal Desai	25 May 18	7.28 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	21.51%
Consumer Cyclical	14.83%
Financial Services	14.64%
Basic Materials	13.07%
Consumer Defensive	9.19%
Health Care	8.74%
Technology	7.19%
Utility	2.36%
Energy	1.51%
Communication Services	1.45%
Real Estate	0.55%

Asset Allocation

Asset Class	Value
Cash	4.96%
Equity	95.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	2%	₹1,368 Cr	1,851,010
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,266 Cr	13,300,000
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Oct 12 \| KIRLOSBROS	1%	₹868 Cr	4,472,130
Paradeep Phosphates Ltd (Basic Materials) Equity, Since 31 May 22 \| 543530	1%	₹828 Cr	38,089,109 ↓ -2,273,393
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| KARURVYSYA	1%	₹816 Cr	38,140,874
eClerx Services Ltd (Technology) Equity, Since 31 Jul 20 \| ECLERX	1%	₹744 Cr	1,762,330
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Apr 18 \| TIINDIA	1%	₹740 Cr	2,499,222
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹730 Cr	9,100,000
ELANTAS Beck India Ltd (Basic Materials) Equity, Since 28 Feb 13 \| 500123	1%	₹720 Cr	651,246
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	1%	₹695 Cr	899,271

7. ICICI Prudential MidCap Fund

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

Research Highlights for ICICI Prudential MidCap Fund

Bottom quartile AUM (₹6,492 Cr).
Established history (20+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 27.08% (bottom quartile).
3Y return: 22.87% (bottom quartile).
1Y return: 3.89% (upper mid).
Alpha: 3.29 (lower mid).
Sharpe: -0.32 (lower mid).
Information ratio: -0.16 (bottom quartile).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (17 Oct 25)	₹305.6 ↓ -1.10 (-0.36 %)
Net Assets (Cr)	₹6,492 on 31 Aug 25
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	-0.32
Information Ratio	-0.16
Alpha Ratio	3.29
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
30 Sep 20	₹10,000
30 Sep 21	₹17,330
30 Sep 22	₹17,790
30 Sep 23	₹20,881
30 Sep 24	₹32,530
30 Sep 25	₹31,462

ICICI Prudential MidCap 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 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 17 Oct 25

Duration	Returns
1 Month	0.5%
3 Month	0.5%
6 Month	18.6%
1 Year	3.9%
3 Year	22.9%
5 Year	27.1%
10 Year
15 Year
Since launch	17.7%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Lalit Kumar	1 Jul 22	3.17 Yr.
Sharmila D’mello	31 Jul 22	3.09 Yr.

Data below for ICICI Prudential MidCap Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Basic Materials	27%
Industrials	22.39%
Financial Services	18.53%
Consumer Cyclical	11.12%
Communication Services	10.67%
Real Estate	6.39%
Health Care	1.61%
Technology	0.39%
Utility	0.13%

Asset Allocation

Asset Class	Value
Cash	1.78%
Equity	98.22%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| JINDALSTEL	4%	₹264 Cr	2,786,470 ↑ 7,243
UPL Ltd (Basic Materials) Equity, Since 31 Oct 22 \| UPL	4%	₹248 Cr	3,465,469 ↑ 329,385
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	4%	₹244 Cr	1,376,584 ↑ 100,000
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	4%	₹237 Cr	3,106,731
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹229 Cr	1,425,196
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Jun 23 \| PRESTIGE	3%	₹221 Cr	1,418,018
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| MUTHOOTFIN	3%	₹217 Cr	824,501
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹214 Cr	1,208,585 ↑ 50,000
Info Edge (India) Ltd (Communication Services) Equity, Since 30 Sep 23 \| NAUKRI	3%	₹207 Cr	1,524,061
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	3%	₹203 Cr	968,355

Disclaimer:
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.