SIP పెట్టుబడి 2022 కోసం 7 ఉత్తమ మిడ్ & స్మాల్ క్యాప్ ఫండ్‌లు

Updated on January 5, 2026 , 44817 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	₹184.52 ↑ 0.08	₹10,006	500	1.8	2.8	7.1	27.4	23.2	6.3
Edelweiss Mid Cap Fund Growth	₹105.512 ↑ 0.39	₹13,196	500	4	2.6	5.1	26.7	23.8	3.8
HDFC Mid-Cap Opportunities Fund Growth	₹205.469 ↑ 0.29	₹92,169	300	4.9	4	8.9	26.1	24.9	6.8
Motilal Oswal Midcap 30 Fund Growth	₹99.9437 ↑ 0.82	₹38,003	500	-3.5	-3.5	-9.9	26.1	27	-12.1
Sundaram Mid Cap Fund Growth	₹1,446.96 ↑ 3.44	₹13,345	100	3.1	4.1	5.7	25.2	21.9	4.1
ICICI Prudential MidCap Fund Growth	₹319.79 ↑ 0.61	₹7,055	100	6.8	5.4	13.6	23.9	22	11.1
TATA Mid Cap Growth Fund Growth	₹457.329 ↑ 1.09	₹5,420	150	5.6	4.7	7.5	22.9	20.1	5.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jan 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Invesco India Mid Cap Fund	Edelweiss Mid Cap Fund	HDFC Mid-Cap Opportunities Fund	Motilal Oswal Midcap 30 Fund	Sundaram Mid Cap Fund	ICICI Prudential MidCap Fund	TATA Mid Cap Growth Fund
Point 1	Lower mid AUM (₹10,006 Cr).	Lower mid AUM (₹13,196 Cr).	Highest AUM (₹92,169 Cr).	Upper mid AUM (₹38,003 Cr).	Upper mid AUM (₹13,345 Cr).	Bottom quartile AUM (₹7,055 Cr).	Bottom quartile AUM (₹5,420 Cr).
Point 2	Established history (18+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).	Established history (11+ yrs).	Established history (23+ yrs).	Established history (21+ yrs).	Oldest track record among peers (31 yrs).
Point 3	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Rating: 3★ (upper mid).	Rating: 3★ (lower mid).	Top rated.	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 23.16% (lower mid).	5Y return: 23.77% (upper mid).	5Y return: 24.86% (upper mid).	5Y return: 27.04% (top quartile).	5Y return: 21.87% (bottom quartile).	5Y return: 21.98% (lower mid).	5Y return: 20.11% (bottom quartile).
Point 6	3Y return: 27.41% (top quartile).	3Y return: 26.69% (upper mid).	3Y return: 26.09% (upper mid).	3Y return: 26.06% (lower mid).	3Y return: 25.18% (lower mid).	3Y return: 23.94% (bottom quartile).	3Y return: 22.94% (bottom quartile).
Point 7	1Y return: 7.15% (lower mid).	1Y return: 5.07% (bottom quartile).	1Y return: 8.90% (upper mid).	1Y return: -9.86% (bottom quartile).	1Y return: 5.66% (lower mid).	1Y return: 13.63% (top quartile).	1Y return: 7.54% (upper mid).
Point 8	Alpha: 0.00 (upper mid).	Alpha: -2.28 (lower mid).	Alpha: 1.50 (upper mid).	Alpha: -11.47 (bottom quartile).	Alpha: -1.35 (lower mid).	Alpha: 1.70 (top quartile).	Alpha: -2.69 (bottom quartile).
Point 9	Sharpe: 0.37 (top quartile).	Sharpe: 0.05 (lower mid).	Sharpe: 0.26 (upper mid).	Sharpe: -0.40 (bottom quartile).	Sharpe: 0.09 (lower mid).	Sharpe: 0.25 (upper mid).	Sharpe: 0.01 (bottom quartile).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.27 (upper mid).	Information ratio: 0.52 (top quartile).	Information ratio: 0.21 (upper mid).	Information ratio: 0.15 (lower mid).	Information ratio: -0.30 (bottom quartile).	Information ratio: -0.59 (bottom quartile).

Invesco India Mid Cap Fund

Lower mid AUM (₹10,006 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.16% (lower mid).
3Y return: 27.41% (top quartile).
1Y return: 7.15% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.37 (top quartile).
Information ratio: 0.00 (lower mid).

Edelweiss Mid Cap Fund

Lower mid AUM (₹13,196 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 23.77% (upper mid).
3Y return: 26.69% (upper mid).
1Y return: 5.07% (bottom quartile).
Alpha: -2.28 (lower mid).
Sharpe: 0.05 (lower mid).
Information ratio: 0.27 (upper mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹92,169 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 24.86% (upper mid).
3Y return: 26.09% (upper mid).
1Y return: 8.90% (upper mid).
Alpha: 1.50 (upper mid).
Sharpe: 0.26 (upper mid).
Information ratio: 0.52 (top quartile).

Motilal Oswal Midcap 30 Fund

Upper mid AUM (₹38,003 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 27.04% (top quartile).
3Y return: 26.06% (lower mid).
1Y return: -9.86% (bottom quartile).
Alpha: -11.47 (bottom quartile).
Sharpe: -0.40 (bottom quartile).
Information ratio: 0.21 (upper mid).

Sundaram Mid Cap Fund

Upper mid AUM (₹13,345 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 21.87% (bottom quartile).
3Y return: 25.18% (lower mid).
1Y return: 5.66% (lower mid).
Alpha: -1.35 (lower mid).
Sharpe: 0.09 (lower mid).
Information ratio: 0.15 (lower mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,055 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.98% (lower mid).
3Y return: 23.94% (bottom quartile).
1Y return: 13.63% (top quartile).
Alpha: 1.70 (top quartile).
Sharpe: 0.25 (upper mid).
Information ratio: -0.30 (bottom quartile).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,420 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.11% (bottom quartile).
3Y return: 22.94% (bottom quartile).
1Y return: 7.54% (upper mid).
Alpha: -2.69 (bottom quartile).
Sharpe: 0.01 (bottom quartile).
Information ratio: -0.59 (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

Lower mid AUM (₹10,006 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 23.16% (lower mid).
3Y return: 27.41% (top quartile).
1Y return: 7.15% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.37 (top quartile).
Information ratio: 0.00 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding The Federal Bank Ltd (~5.7%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (07 Jan 26)	₹184.52 ↑ 0.08 (0.04 %)
Net Assets (Cr)	₹10,006 on 30 Nov 25
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.37
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 Dec 20	₹10,000
31 Dec 21	₹14,314
31 Dec 22	₹14,388
31 Dec 23	₹19,297
31 Dec 24	₹27,624
31 Dec 25	₹29,374

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 7 Jan 26

Duration	Returns
1 Month	-0.3%
3 Month	1.8%
6 Month	2.8%
1 Year	7.1%
3 Year	27.4%
5 Year	23.2%
10 Year
15 Year
Since launch	16.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.3%
2023	43.1%
2022	34.1%
2021	0.5%
2020	43.1%
2019	24.4%
2018	3.8%
2017	-5.3%
2016	44.3%
2015	1.1%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	2.06 Yr.
Amit Ganatra	1 Sep 23	2.25 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Financial Services	34.71%
Consumer Cyclical	20.6%
Health Care	17.1%
Real Estate	7.67%
Industrials	6.94%
Technology	6.9%
Basic Materials	3.63%
Communication Services	0.44%

Asset Allocation

Asset Class	Value
Cash	2.01%
Equity	97.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹575 Cr	22,304,132 ↑ 2,343,148
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| AUBANK	6%	₹567 Cr	5,936,790
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	5%	₹526 Cr	16,854,973
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹514 Cr	13,591,659 ↑ 1,712,546
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹441 Cr	1,519,233
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	4%	₹412 Cr	2,422,867
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	4%	₹411 Cr	2,451,815
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| GLENMARK	4%	₹363 Cr	1,864,031
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	3%	₹342 Cr	2,742,111 ↑ 540,183
Trent Ltd (Consumer Cyclical) Equity, Since 30 Apr 21 \| TRENT	3%	₹304 Cr	716,270 ↑ 132,839

2. 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 (₹13,196 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 23.77% (upper mid).
3Y return: 26.69% (upper mid).
1Y return: 5.07% (bottom quartile).
Alpha: -2.28 (lower mid).
Sharpe: 0.05 (lower mid).
Information ratio: 0.27 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Coforge Ltd (~3.4%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (07 Jan 26)	₹105.512 ↑ 0.39 (0.37 %)
Net Assets (Cr)	₹13,196 on 30 Nov 25
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	0.05
Information Ratio	0.27
Alpha Ratio	-2.28
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 Dec 20	₹10,000
31 Dec 21	₹15,026
31 Dec 22	₹15,381
31 Dec 23	₹21,291
31 Dec 24	₹29,572
31 Dec 25	₹30,687

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 7 Jan 26

Duration	Returns
1 Month	1.4%
3 Month	4%
6 Month	2.6%
1 Year	5.1%
3 Year	26.7%
5 Year	23.8%
10 Year
15 Year
Since launch	14%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.8%
2023	38.9%
2022	38.4%
2021	2.4%
2020	50.3%
2019	26.4%
2018	5.2%
2017	-15.7%
2016	52.3%
2015	2.5%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	1.13 Yr.
Trideep Bhattacharya	1 Oct 21	4.17 Yr.
Raj Koradia	1 Aug 24	1.33 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Financial Services	28.35%
Consumer Cyclical	14.44%
Industrials	12.89%
Technology	11.74%
Basic Materials	9.3%
Health Care	8.56%
Consumer Defensive	4.2%
Real Estate	3.03%
Energy	2.16%
Communication Services	1.92%
Utility	0.54%

Asset Allocation

Asset Class	Value
Cash	2.83%
Equity	97.16%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	3%	₹454 Cr	2,377,155 ↑ 398,633
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	3%	₹405 Cr	637,288 ↑ 86,735
BSE Ltd (Financial Services) Equity, Since 31 Mar 24 \| BSE	3%	₹333 Cr	1,145,902 ↑ 717,869
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| INDIANB	2%	₹292 Cr	3,355,391
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹284 Cr	1,559,919
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹283 Cr	10,970,839 ↑ 3,022,466
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹277 Cr	274,589
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 21 \| MAXHEALTH	2%	₹273 Cr	2,349,767 ↓ -625,626
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 17 \| UNOMINDA	2%	₹259 Cr	1,981,889
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| 539437	2%	₹258 Cr	32,227,248 ↑ 11,034,554

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 (₹92,169 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 24.86% (upper mid).
3Y return: 26.09% (upper mid).
1Y return: 8.90% (upper mid).
Alpha: 1.50 (upper mid).
Sharpe: 0.26 (upper mid).
Information ratio: 0.52 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Max Financial Services Ltd (~4.8%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (07 Jan 26)	₹205.469 ↑ 0.29 (0.14 %)
Net Assets (Cr)	₹92,169 on 30 Nov 25
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.26
Information Ratio	0.52
Alpha Ratio	1.5
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 Dec 20	₹10,000
31 Dec 21	₹13,991
31 Dec 22	₹15,710
31 Dec 23	₹22,696
31 Dec 24	₹29,191
31 Dec 25	₹31,183

HDFC Mid-Cap Opportunities 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 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 7 Jan 26

Duration	Returns
1 Month	1%
3 Month	4.9%
6 Month	4%
1 Year	8.9%
3 Year	26.1%
5 Year	24.9%
10 Year
15 Year
Since launch	17.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.8%
2023	28.6%
2022	44.5%
2021	12.3%
2020	39.9%
2019	21.7%
2018	0.2%
2017	-11.2%
2016	41.7%
2015	11.3%

Fund Manager information for HDFC Mid-Cap Opportunities Fund

Name	Since	Tenure
Chirag Setalvad	25 Jun 07	18.45 Yr.
Dhruv Muchhal	22 Jun 23	2.45 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Financial Services	27.28%
Consumer Cyclical	16.69%
Health Care	12.26%
Technology	10.48%
Industrials	9.05%
Consumer Defensive	5.56%
Basic Materials	5.07%
Communication Services	2.76%
Energy	2.76%
Utility	1.11%

Asset Allocation

Asset Class	Value
Cash	6.28%
Equity	93.72%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	5%	₹4,390 Cr	25,792,853
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	4%	₹3,745 Cr	39,201,056 ↑ 1,500,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,297 Cr	127,825,000
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	3%	₹3,207 Cr	36,854,482
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,053 Cr	13,224,300
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,982 Cr	15,620,600
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,593 Cr	17,846,931 ↑ 97,458
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹2,558 Cr	27,834,044
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,541 Cr	55,530,830
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹2,459 Cr	12,636,078

4. 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 (₹38,003 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 27.04% (top quartile).
3Y return: 26.06% (lower mid).
1Y return: -9.86% (bottom quartile).
Alpha: -11.47 (bottom quartile).
Sharpe: -0.40 (bottom quartile).
Information ratio: 0.21 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Persistent Systems Ltd (~10.0%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (07 Jan 26)	₹99.9437 ↑ 0.82 (0.83 %)
Net Assets (Cr)	₹38,003 on 30 Nov 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.4
Information Ratio	0.21
Alpha Ratio	-11.47
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 Dec 20	₹10,000
31 Dec 21	₹15,583
31 Dec 22	₹17,252
31 Dec 23	₹24,442
31 Dec 24	₹38,406
31 Dec 25	₹33,746

Motilal Oswal Midcap 30 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 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 7 Jan 26

Duration	Returns
1 Month	-2.5%
3 Month	-3.5%
6 Month	-3.5%
1 Year	-9.9%
3 Year	26.1%
5 Year	27%
10 Year
15 Year
Since launch	21.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-12.1%
2023	57.1%
2022	41.7%
2021	10.7%
2020	55.8%
2019	9.3%
2018	9.7%
2017	-12.7%
2016	30.8%
2015	5.2%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	1.17 Yr.
Niket Shah	1 Jul 20	5.42 Yr.
Rakesh Shetty	22 Nov 22	3.03 Yr.
Sunil Sawant	1 Jul 24	1.42 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Technology	37.64%
Consumer Cyclical	18.46%
Industrials	11.9%
Financial Services	11.71%
Communication Services	8.74%
Real Estate	2.43%
Health Care	1.61%

Asset Allocation

Asset Class	Value
Cash	7.92%
Equity	92.08%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	10%	₹3,812 Cr	6,000,000
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹3,770 Cr	19,750,000 ↑ 99,301
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	9%	₹3,301 Cr	110,001,000 ↑ 10,001,000
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	8%	₹3,066 Cr	2,100,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	8%	₹3,034 Cr	60,043,240 ↑ 43,240
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	8%	₹2,969 Cr	22,479,961 ↓ -2,520,039
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 25 \| BHARTIARTL	5%	₹1,997 Cr	9,500,000 ↑ 9,500,000
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	5%	₹1,889 Cr	2,528,264 ↓ -145,406
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	4%	₹1,701 Cr	47,500,000 ↑ 7,482,572
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	4%	₹1,658 Cr	4,000,000

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 (₹13,345 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 21.87% (bottom quartile).
3Y return: 25.18% (lower mid).
1Y return: 5.66% (lower mid).
Alpha: -1.35 (lower mid).
Sharpe: 0.09 (lower mid).
Information ratio: 0.15 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Cummins India Ltd (~4.2%).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (07 Jan 26)	₹1,446.96 ↑ 3.44 (0.24 %)
Net Assets (Cr)	₹13,345 on 30 Nov 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	0.09
Information Ratio	0.15
Alpha Ratio	-1.35
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 Dec 20	₹10,000
31 Dec 21	₹13,749
31 Dec 22	₹14,414
31 Dec 23	₹20,231
31 Dec 24	₹26,707
31 Dec 25	₹27,800

Sundaram Mid Cap 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 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 7 Jan 26

Duration	Returns
1 Month	0.9%
3 Month	3.1%
6 Month	4.1%
1 Year	5.7%
3 Year	25.2%
5 Year	21.9%
10 Year
15 Year
Since launch	23.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	4.1%
2023	32%
2022	40.4%
2021	4.8%
2020	37.5%
2019	11.8%
2018	-0.3%
2017	-15.4%
2016	40.8%
2015	11.3%

Fund Manager information for Sundaram Mid Cap Fund

Name	Since	Tenure
S. Bharath	24 Feb 21	4.77 Yr.
Ratish Varier	24 Feb 21	4.77 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Financial Services	21.47%
Consumer Cyclical	15.93%
Industrials	14.16%
Health Care	10.33%
Basic Materials	9.51%
Technology	6.13%
Consumer Defensive	6.1%
Real Estate	3.71%
Communication Services	2.49%
Utility	2.32%
Energy	2.11%

Asset Allocation

Asset Class	Value
Cash	5.72%
Equity	94.26%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cummins India Ltd (Industrials) Equity, Since 31 Dec 17 \| CUMMINSIND	4%	₹554 Cr	1,237,533 ↓ -36,220
Mahindra & Mahindra Financial Services Ltd (Financial Services) Equity, Since 31 Jan 24 \| M&MFIN	3%	₹440 Cr	11,843,703 ↓ -77,000
Coromandel International Ltd (Basic Materials) Equity, Since 30 Nov 10 \| COROMANDEL	3%	₹412 Cr	1,731,201 ↑ 18,600
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| GVT&D	3%	₹334 Cr	1,158,576 ↓ -20,966
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Dec 21 \| FORTIS	2%	₹330 Cr	3,592,166
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹306 Cr	11,865,970
Sundaram Liquid Dir Gr Investment Fund \| -	2%	₹305 Cr	1,279,167 ↑ 1,047,803
IDFC First Bank Ltd (Financial Services) Equity, Since 30 Jun 25 \| 539437	2%	₹304 Cr	37,978,844
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	2%	₹292 Cr	1,527,449 ↑ 37,662
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| KALYANKJIL	2%	₹285 Cr	5,641,735 ↑ 76,401

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 (₹7,055 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.98% (lower mid).
3Y return: 23.94% (bottom quartile).
1Y return: 13.63% (top quartile).
Alpha: 1.70 (top quartile).
Sharpe: 0.25 (upper mid).
Information ratio: -0.30 (bottom quartile).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding Muthoot Finance Ltd (~4.4%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (07 Jan 26)	₹319.79 ↑ 0.61 (0.19 %)
Net Assets (Cr)	₹7,055 on 30 Nov 25
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.25
Information Ratio	-0.3
Alpha Ratio	1.7
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 Dec 20	₹10,000
31 Dec 21	₹14,482
31 Dec 22	₹14,932
31 Dec 23	₹19,823
31 Dec 24	₹25,180
31 Dec 25	₹27,963

ICICI Prudential MidCap 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 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 7 Jan 26

Duration	Returns
1 Month	3.3%
3 Month	6.8%
6 Month	5.4%
1 Year	13.6%
3 Year	23.9%
5 Year	22%
10 Year
15 Year
Since launch	17.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.1%
2023	27%
2022	32.8%
2021	3.1%
2020	44.8%
2019	19.1%
2018	-0.6%
2017	-10.8%
2016	42.9%
2015	4.8%

Fund Manager information for ICICI Prudential MidCap Fund

Name	Since	Tenure
Lalit Kumar	1 Jul 22	3.42 Yr.
Sharmila D’mello	31 Jul 22	3.34 Yr.

Data below for ICICI Prudential MidCap Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Basic Materials	26.99%
Financial Services	21.71%
Industrials	21.49%
Consumer Cyclical	11.55%
Communication Services	8.53%
Real Estate	6.3%
Health Care	1.33%
Technology	0.38%
Utility	0.14%

Asset Allocation

Asset Class	Value
Cash	1.58%
Equity	98.42%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| MUTHOOTFIN	4%	₹309 Cr	824,501
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹294 Cr	1,011,840
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| JINDALSTEL	4%	₹291 Cr	2,786,470
UPL Ltd (Basic Materials) Equity, Since 31 Oct 22 \| UPL	4%	₹263 Cr	3,465,469
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	4%	₹250 Cr	247,972
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	3%	₹245 Cr	1,425,196
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	3%	₹243 Cr	1,376,584
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹240 Cr	3,106,731
PB Fintech Ltd (Financial Services) Equity, Since 31 May 24 \| 543390	3%	₹238 Cr	1,308,585
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Jun 23 \| PRESTIGE	3%	₹238 Cr	1,418,018

7. 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

Bottom quartile AUM (₹5,420 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.11% (bottom quartile).
3Y return: 22.94% (bottom quartile).
1Y return: 7.54% (upper mid).
Alpha: -2.69 (bottom quartile).
Sharpe: 0.01 (bottom quartile).
Information ratio: -0.59 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding AU Small Finance Bank Ltd (~3.0%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (07 Jan 26)	₹457.329 ↑ 1.09 (0.24 %)
Net Assets (Cr)	₹5,420 on 30 Nov 25
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.01
Information Ratio	-0.59
Alpha Ratio	-2.69
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 Dec 20	₹10,000
31 Dec 21	₹14,002
31 Dec 22	₹14,086
31 Dec 23	₹19,797
31 Dec 24	₹24,291
31 Dec 25	₹25,703

TATA Mid Cap Growth Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 7 Jan 26

Duration	Returns
1 Month	2.4%
3 Month	5.6%
6 Month	4.7%
1 Year	7.5%
3 Year	22.9%
5 Year	20.1%
10 Year
15 Year
Since launch	12.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.8%
2023	22.7%
2022	40.5%
2021	0.6%
2020	40%
2019	24.3%
2018	6.5%
2017	-13%
2016	49.8%
2015	-2.2%

Fund Manager information for TATA Mid Cap Growth Fund

Name	Since	Tenure
Satish Mishra	9 Mar 21	4.73 Yr.

Data below for TATA Mid Cap Growth Fund as on 30 Nov 25

Equity Sector Allocation

Sector	Value
Financial Services	19.83%
Industrials	15.66%
Consumer Cyclical	13.36%
Health Care	12.86%
Basic Materials	11.85%
Technology	5.17%
Consumer Defensive	3.98%
Communication Services	2.89%
Real Estate	2.48%
Utility	1.81%
Energy	1.52%

Asset Allocation

Asset Class	Value
Cash	6.36%
Equity	93.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| AUBANK	3%	₹162 Cr	1,700,000
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| INDIANB	3%	₹161 Cr	1,848,863
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	3%	₹159 Cr	2,100,000 ↑ 400,000
Alkem Laboratories Ltd (Healthcare) Equity, Since 31 Mar 21 \| ALKEM	3%	₹159 Cr	278,911
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 18 \| FEDERALBNK	3%	₹155 Cr	6,000,000 ↑ 702,208
Cummins India Ltd (Industrials) Equity, Since 31 Mar 21 \| CUMMINSIND	3%	₹148 Cr	330,694 ↓ -39,000
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Mar 21 \| UNOMINDA	2%	₹131 Cr	1,001,126
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	2%	₹128 Cr	750,000
L&T Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| LTF	2%	₹125 Cr	4,000,000 ↓ -500,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 30 Jun 23 \| AUROPHARMA	2%	₹123 Cr	1,000,000

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.