SIP పెట్టుబడి 2022 కోసం 7 ఉత్తమ మిడ్ & స్మాల్ క్యాప్ ఫండ్‌లు

Updated on November 25, 2025 , 44710 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	₹187.85 ↓ -0.04	₹9,320	500	3.8	12.3	12.9	27.8	25.9	43.1
Motilal Oswal Midcap 30 Fund Growth	₹103.454 ↑ 0.12	₹37,501	500	0.2	4.1	-3.5	26.4	29.8	57.1
HDFC Mid-Cap Opportunities Fund Growth	₹204.809 ↓ -0.02	₹89,383	300	6.6	8.9	9.7	26	27	28.6
Edelweiss Mid Cap Fund Growth	₹104.514 ↓ -0.17	₹12,647	500	4.4	7.1	5.6	25.2	26.3	38.9
Sundaram Mid Cap Fund Growth	₹1,445.37 ↓ -0.07	₹13,236	100	5.1	7.7	6.8	24.5	24.1	32
ICICI Prudential MidCap Fund Growth	₹312.49 ↓ -0.43	₹6,964	100	7.3	9.8	10.3	22.5	24.1	27
Franklin India Prima Fund Growth	₹2,824.65 ↑ 1.04	₹12,770	500	4.9	5	4.2	21.9	21.1	31.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Nov 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	ICICI Prudential MidCap Fund	Franklin India Prima Fund
Point 1	Bottom quartile AUM (₹9,320 Cr).	Upper mid AUM (₹37,501 Cr).	Highest AUM (₹89,383 Cr).	Lower mid AUM (₹12,647 Cr).	Upper mid AUM (₹13,236 Cr).	Bottom quartile AUM (₹6,964 Cr).	Lower mid AUM (₹12,770 Cr).
Point 2	Established history (18+ yrs).	Established history (11+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Established history (23+ yrs).	Established history (21+ yrs).	Oldest track record among peers (32 yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).
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: 25.94% (lower mid).	5Y return: 29.80% (top quartile).	5Y return: 26.96% (upper mid).	5Y return: 26.35% (upper mid).	5Y return: 24.13% (lower mid).	5Y return: 24.12% (bottom quartile).	5Y return: 21.14% (bottom quartile).
Point 6	3Y return: 27.75% (top quartile).	3Y return: 26.36% (upper mid).	3Y return: 25.98% (upper mid).	3Y return: 25.23% (lower mid).	3Y return: 24.46% (lower mid).	3Y return: 22.47% (bottom quartile).	3Y return: 21.93% (bottom quartile).
Point 7	1Y return: 12.91% (top quartile).	1Y return: -3.50% (bottom quartile).	1Y return: 9.72% (upper mid).	1Y return: 5.62% (lower mid).	1Y return: 6.84% (lower mid).	1Y return: 10.31% (upper mid).	1Y return: 4.16% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: -4.22 (bottom quartile).	Alpha: 1.17 (upper mid).	Alpha: -0.23 (lower mid).	Alpha: -0.05 (lower mid).	Alpha: 2.69 (top quartile).	Alpha: -2.98 (bottom quartile).
Point 9	Sharpe: 0.43 (top quartile).	Sharpe: -0.13 (bottom quartile).	Sharpe: 0.15 (upper mid).	Sharpe: 0.07 (lower mid).	Sharpe: 0.08 (lower mid).	Sharpe: 0.22 (upper mid).	Sharpe: -0.09 (bottom quartile).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.20 (upper mid).	Information ratio: 0.61 (top quartile).	Information ratio: 0.18 (upper mid).	Information ratio: 0.16 (lower mid).	Information ratio: -0.29 (bottom quartile).	Information ratio: -0.49 (bottom quartile).

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: 25.94% (lower mid).
3Y return: 27.75% (top quartile).
1Y return: 12.91% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.43 (top quartile).
Information ratio: 0.00 (lower mid).

Motilal Oswal Midcap 30 Fund

Upper mid AUM (₹37,501 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 29.80% (top quartile).
3Y return: 26.36% (upper mid).
1Y return: -3.50% (bottom quartile).
Alpha: -4.22 (bottom quartile).
Sharpe: -0.13 (bottom quartile).
Information ratio: 0.20 (upper mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹89,383 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 26.96% (upper mid).
3Y return: 25.98% (upper mid).
1Y return: 9.72% (upper mid).
Alpha: 1.17 (upper mid).
Sharpe: 0.15 (upper mid).
Information ratio: 0.61 (top quartile).

Edelweiss Mid Cap Fund

Lower mid AUM (₹12,647 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 26.35% (upper mid).
3Y return: 25.23% (lower mid).
1Y return: 5.62% (lower mid).
Alpha: -0.23 (lower mid).
Sharpe: 0.07 (lower mid).
Information ratio: 0.18 (upper mid).

Sundaram Mid Cap Fund

Upper mid AUM (₹13,236 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 24.13% (lower mid).
3Y return: 24.46% (lower mid).
1Y return: 6.84% (lower mid).
Alpha: -0.05 (lower mid).
Sharpe: 0.08 (lower mid).
Information ratio: 0.16 (lower mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹6,964 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.12% (bottom quartile).
3Y return: 22.47% (bottom quartile).
1Y return: 10.31% (upper mid).
Alpha: 2.69 (top quartile).
Sharpe: 0.22 (upper mid).
Information ratio: -0.29 (bottom quartile).

Franklin India Prima Fund

Lower mid AUM (₹12,770 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.14% (bottom quartile).
3Y return: 21.93% (bottom quartile).
1Y return: 4.16% (bottom quartile).
Alpha: -2.98 (bottom quartile).
Sharpe: -0.09 (bottom quartile).
Information ratio: -0.49 (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 (₹9,320 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 25.94% (lower mid).
3Y return: 27.75% (top quartile).
1Y return: 12.91% (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 (28 Nov 25)	₹187.85 ↓ -0.04 (-0.02 %)
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
31 Oct 20	₹10,000
31 Oct 21	₹16,521
31 Oct 22	₹16,892
31 Oct 23	₹19,784
31 Oct 24	₹30,612
31 Oct 25	₹34,834

Invesco India Mid Cap 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 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 28 Nov 25

Duration	Returns
1 Month	0.6%
3 Month	3.8%
6 Month	12.3%
1 Year	12.9%
3 Year	27.8%
5 Year	25.9%
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	1.98 Yr.
Amit Ganatra	1 Sep 23	2.17 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	34.12%
Health Care	18.22%
Consumer Cyclical	17%
Industrials	9.12%
Real Estate	8.42%
Technology	7.23%
Basic Materials	3.95%
Communication Services	1.39%

Asset Allocation

Asset Class	Value
Cash	0.56%
Equity	99.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	6%	₹521 Cr	5,936,790
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹487 Cr	11,879,113 ↑ 1,517,109
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	5%	₹472 Cr	19,960,984 ↑ 5,368,346
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	5%	₹456 Cr	16,854,973
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	5%	₹428 Cr	2,451,815 ↑ 33,004
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹377 Cr	1,519,233
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	4%	₹375 Cr	2,422,867 ↑ 324,236
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532296	4%	₹353 Cr	1,864,031 ↑ 187,614
Sai Life Sciences Ltd (Healthcare) Equity, Since 31 Dec 24 \| SAILIFE	3%	₹308 Cr	3,351,338 ↑ 116,840
JK Cement Ltd (Basic Materials) Equity, Since 31 Oct 22 \| JKCEMENT	3%	₹297 Cr	477,753

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 (₹37,501 Cr).
Established history (11+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 29.80% (top quartile).
3Y return: 26.36% (upper mid).
1Y return: -3.50% (bottom quartile).
Alpha: -4.22 (bottom quartile).
Sharpe: -0.13 (bottom quartile).
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 (28 Nov 25)	₹103.454 ↑ 0.12 (0.11 %)
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
31 Oct 20	₹10,000
31 Oct 21	₹17,165
31 Oct 22	₹20,795
31 Oct 23	₹24,620
31 Oct 24	₹40,895
31 Oct 25	₹41,318

Motilal Oswal Midcap 30 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 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 28 Nov 25

Duration	Returns
1 Month	-1.6%
3 Month	0.2%
6 Month	4.1%
1 Year	-3.5%
3 Year	26.4%
5 Year	29.8%
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
Ajay Khandelwal	1 Oct 24	1.08 Yr.
Niket Shah	1 Jul 20	5.34 Yr.
Rakesh Shetty	22 Nov 22	2.94 Yr.
Sunil Sawant	1 Jul 24	1.34 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	40.62%
Consumer Cyclical	22.89%
Industrials	12.61%
Communication Services	3.47%
Financial Services	3.46%
Real Estate	2.56%
Health Care	1.61%

Asset Allocation

Asset Class	Value
Cash	12.78%
Equity	87.22%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	9%	₹3,550 Cr	6,000,000
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	9%	₹3,494 Cr	19,650,699 ↓ -99,301
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	9%	₹3,258 Cr	25,000,000
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	9%	₹3,254 Cr	2,100,000 ↑ 62,479
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	8%	₹3,178 Cr	100,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	8%	₹3,058 Cr	60,000,000
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| 500251	6%	₹2,347 Cr	4,999,694
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	5%	₹2,060 Cr	2,673,670 ↓ -476,330
Kaynes Technology India Ltd (Technology) Equity, Since 30 Jun 25 \| KAYNES	4%	₹1,676 Cr	2,500,000 ↑ 150,000
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	4%	₹1,613 Cr	4,000,000

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★ (upper mid).
Risk profile: Moderately High.
5Y return: 26.96% (upper mid).
3Y return: 25.98% (upper mid).
1Y return: 9.72% (upper mid).
Alpha: 1.17 (upper mid).
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 (28 Nov 25)	₹204.809 ↓ -0.02 (-0.01 %)
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
31 Oct 20	₹10,000
31 Oct 21	₹16,752
31 Oct 22	₹18,431
31 Oct 23	₹23,569
31 Oct 24	₹34,201
31 Oct 25	₹36,805

HDFC Mid-Cap Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 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 28 Nov 25

Duration	Returns
1 Month	2%
3 Month	6.6%
6 Month	8.9%
1 Year	9.7%
3 Year	26%
5 Year	27%
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
Chirag Setalvad	25 Jun 07	18.37 Yr.
Dhruv Muchhal	22 Jun 23	2.36 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	26.05%
Consumer Cyclical	17.37%
Health Care	12.3%
Technology	10.16%
Industrials	9.54%
Consumer Defensive	5.46%
Basic Materials	5.26%
Communication Services	2.97%
Energy	2.96%
Utility	1.21%

Asset Allocation

Asset Class	Value
Cash	6.01%
Equity	93.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| 500271	4%	₹3,989 Cr	25,792,853 ↑ 154,086
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	4%	₹3,310 Cr	37,701,056 ↑ 986,090
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| 532814	4%	₹3,165 Cr	36,854,482
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	3%	₹3,024 Cr	127,825,000
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,015 Cr	13,224,300 ↑ 126,829
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| 532843	3%	₹2,848 Cr	27,834,044
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,777 Cr	15,620,600
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,643 Cr	55,530,830
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| 532296	3%	₹2,390 Cr	12,636,078 ↑ 165,940
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| 524494	3%	₹2,256 Cr	17,749,473

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 (₹12,647 Cr).
Established history (17+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 26.35% (upper mid).
3Y return: 25.23% (lower mid).
1Y return: 5.62% (lower mid).
Alpha: -0.23 (lower mid).
Sharpe: 0.07 (lower 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 (28 Nov 25)	₹104.514 ↓ -0.17 (-0.17 %)
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
31 Oct 20	₹10,000
31 Oct 21	₹17,670
31 Oct 22	₹18,731
31 Oct 23	₹21,714
31 Oct 24	₹34,160
31 Oct 25	₹36,136

Edelweiss Mid Cap Fund SIP 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 28 Nov 25

Duration	Returns
1 Month	1.1%
3 Month	4.4%
6 Month	7.1%
1 Year	5.6%
3 Year	25.2%
5 Year	26.3%
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	1.05 Yr.
Trideep Bhattacharya	1 Oct 21	4.09 Yr.
Raj Koradia	1 Aug 24	1.25 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	25.36%
Consumer Cyclical	14.43%
Industrials	14.08%
Technology	11.15%
Basic Materials	10.48%
Health Care	9.47%
Consumer Defensive	4.37%
Real Estate	3.25%
Energy	2.52%
Communication Services	1.92%
Utility	0.57%

Asset Allocation

Asset Class	Value
Cash	2.39%
Equity	97.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	3%	₹352 Cr	1,978,522
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 21 \| MAXHEALTH	3%	₹342 Cr	2,975,393 ↓ -258,406
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹326 Cr	550,553 ↓ -37,997
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| 532814	2%	₹288 Cr	3,355,391
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹279 Cr	1,559,919
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹270 Cr	2,636,686 ↓ -228,780
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹254 Cr	274,589 ↑ 57,945
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹251 Cr	180,547
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 17 \| UNOMINDA	2%	₹245 Cr	1,981,889
LG Electronics India Ltd (Technology) Equity, Since 31 Oct 25 \| LGEINDIA	2%	₹244 Cr	1,468,425 ↑ 1,468,425

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

Upper mid AUM (₹13,236 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 24.13% (lower mid).
3Y return: 24.46% (lower mid).
1Y return: 6.84% (lower mid).
Alpha: -0.05 (lower mid).
Sharpe: 0.08 (lower mid).
Information ratio: 0.16 (lower mid).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (28 Nov 25)	₹1,445.37 ↓ -0.07 (0.00 %)
Net Assets (Cr)	₹13,236 on 31 Oct 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.08
Information Ratio	0.16
Alpha Ratio	-0.05
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 Oct 20	₹10,000
31 Oct 21	₹16,282
31 Oct 22	₹17,269
31 Oct 23	₹20,504
31 Oct 24	₹31,197
31 Oct 25	₹33,101

Sundaram Mid 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 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 28 Nov 25

Duration	Returns
1 Month	0.6%
3 Month	5.1%
6 Month	7.7%
1 Year	6.8%
3 Year	24.5%
5 Year	24.1%
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	4.69 Yr.
Ratish Varier	24 Feb 21	4.69 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	20.32%
Consumer Cyclical	16.05%
Industrials	14.56%
Health Care	10.39%
Basic Materials	9.54%
Consumer Defensive	6.08%
Technology	5.69%
Real Estate	3.78%
Utility	2.46%
Communication Services	2.21%
Energy	2.21%

Asset Allocation

Asset Class	Value
Cash	6.43%
Equity	93.55%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| 500480	4%	₹553 Cr	1,273,753
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹376 Cr	11,920,703
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Dec 21 \| 532843	3%	₹367 Cr	3,592,166 ↓ -199,021
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| 506395	3%	₹364 Cr	1,712,601
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹358 Cr	1,179,542
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| IDFCFIRSTB	2%	₹311 Cr	37,978,844 ↑ 366,859
Indian Bank (Financial Services) Equity, Since 31 Jul 23 \| 532814	2%	₹295 Cr	3,438,637 ↓ -163,632
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 31 Oct 21 \| HINDPETRO	2%	₹292 Cr	6,144,382
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹284 Cr	5,565,334 ↑ 134,599
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹281 Cr	11,865,970 ↓ -478,676

6. 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 (₹6,964 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 24.12% (bottom quartile).
3Y return: 22.47% (bottom quartile).
1Y return: 10.31% (upper mid).
Alpha: 2.69 (top quartile).
Sharpe: 0.22 (upper mid).
Information ratio: -0.29 (bottom quartile).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (28 Nov 25)	₹312.49 ↓ -0.43 (-0.14 %)
Net Assets (Cr)	₹6,964 on 31 Oct 25
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.22
Information Ratio	-0.29
Alpha Ratio	2.69
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
31 Oct 20	₹10,000
31 Oct 21	₹17,407
31 Oct 22	₹18,078
31 Oct 23	₹19,984
31 Oct 24	₹30,302
31 Oct 25	₹33,029

ICICI Prudential MidCap 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 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 28 Nov 25

Duration	Returns
1 Month	1.1%
3 Month	7.3%
6 Month	9.8%
1 Year	10.3%
3 Year	22.5%
5 Year	24.1%
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	3.34 Yr.
Sharmila D’mello	31 Jul 22	3.26 Yr.

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

Equity Sector Allocation

Sector	Value
Basic Materials	27.85%
Industrials	21.61%
Financial Services	20.1%
Consumer Cyclical	11.2%
Communication Services	9.29%
Real Estate	6.76%
Health Care	1.36%
Technology	0.37%
Utility	0.15%

Asset Allocation

Asset Class	Value
Cash	1.3%
Equity	98.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 532286	4%	₹297 Cr	2,786,470
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| 533398	4%	₹262 Cr	824,501
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	4%	₹256 Cr	1,376,584
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹255 Cr	1,425,196
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹251 Cr	1,011,840 ↑ 43,485
UPL Ltd (Basic Materials) Equity, Since 31 Oct 22 \| UPL	4%	₹250 Cr	3,465,469
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Jun 23 \| PRESTIGE	4%	₹247 Cr	1,418,018
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹234 Cr	3,106,731
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹234 Cr	1,308,585 ↑ 100,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	3%	₹229 Cr	247,972

7. Franklin India Prima Fund

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Research Highlights for Franklin India Prima Fund

Lower mid AUM (₹12,770 Cr).
Oldest track record among peers (32 yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.14% (bottom quartile).
3Y return: 21.93% (bottom quartile).
1Y return: 4.16% (bottom quartile).
Alpha: -2.98 (bottom quartile).
Sharpe: -0.09 (bottom quartile).
Information ratio: -0.49 (bottom quartile).

Below is the key information for Franklin India Prima Fund

Franklin India Prima Fund Growth
Launch Date	1 Dec 93
NAV (28 Nov 25)	₹2,824.65 ↑ 1.04 (0.04 %)
Net Assets (Cr)	₹12,770 on 31 Oct 25
Category	Equity - Mid Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-0.09
Information Ratio	-0.49
Alpha Ratio	-2.98
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
31 Oct 20	₹10,000
31 Oct 21	₹16,368
31 Oct 22	₹16,439
31 Oct 23	₹19,033
31 Oct 24	₹28,705
31 Oct 25	₹29,614

Franklin India Prima Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for Franklin India Prima Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 25

Duration	Returns
1 Month	0.8%
3 Month	4.9%
6 Month	5%
1 Year	4.2%
3 Year	21.9%
5 Year	21.1%
10 Year
15 Year
Since launch	19.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	31.8%
2023	36.8%
2022	2.2%
2021	32.6%
2020	17.8%
2019	3.5%
2018	-9.4%
2017	39.7%
2016	8.5%
2015	6.8%

Fund Manager information for Franklin India Prima Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.76 Yr.
Sandeep Manam	18 Oct 21	4.04 Yr.
Akhil Kalluri	7 Feb 22	3.73 Yr.

Data below for Franklin India Prima Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	21.06%
Consumer Cyclical	15.72%
Industrials	13.05%
Basic Materials	12.05%
Health Care	9.71%
Technology	7.54%
Real Estate	6.38%
Consumer Defensive	4.5%
Communication Services	3.82%
Utility	1.58%
Energy	1.15%

Asset Allocation

Asset Class	Value
Cash	3.45%
Equity	96.55%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 30 Jun 20 \| FEDERALBNK	3%	₹386 Cr	16,324,683 ↓ -2,818,551
Cummins India Ltd (Industrials) Equity, Since 30 Apr 22 \| 500480	2%	₹312 Cr	717,366
Mphasis Ltd (Technology) Equity, Since 30 Sep 20 \| 526299	2%	₹291 Cr	1,052,885
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 22 \| PRESTIGE	2%	₹285 Cr	1,631,918
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 30 Sep 22 \| M&MFIN	2%	₹272 Cr	8,614,462 ↑ 719,846
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 31 Mar 22 \| APLAPOLLO	2%	₹269 Cr	1,499,891
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| IDFCFIRSTB	2%	₹236 Cr	28,893,177 ↑ 6,893,177
PB Fintech Ltd (Financial Services) Equity, Since 31 Mar 22 \| 543390	2%	₹232 Cr	1,300,578
Biocon Ltd (Healthcare) Equity, Since 30 Jun 25 \| BIOCON	2%	₹218 Cr	5,862,280
Coforge Ltd (Technology) Equity, Since 31 Jul 22 \| COFORGE	2%	₹216 Cr	1,214,825

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.