SIP పెట్టుబడి 2022 కోసం 7 ఉత్తమ మిడ్ & స్మాల్ క్యాప్ ఫండ్‌లు

Updated on January 25, 2026 , 44864 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 (%)
Edelweiss Mid Cap Fund Growth	₹100.116 ↑ 0.71	₹13,650	500	-3.3	0.1	11	25.7	23.5	3.8
Invesco India Mid Cap Fund Growth	₹170.49 ↑ 0.50	₹10,296	500	-8.7	-5.7	12.4	25.5	21.7	6.3
HDFC Mid-Cap Opportunities Fund Growth	₹197.15 ↑ 0.48	₹92,642	300	-1.9	1.4	13.9	25.4	24.5	6.8
Sundaram Mid Cap Fund Growth	₹1,361.02 ↑ 4.73	₹13,293	100	-5.2	-0.8	11.5	24	21.1	4.1
Motilal Oswal Midcap 30 Fund Growth	₹91.5629 ↑ 0.05	₹36,880	500	-12.8	-9.5	-3.2	22.7	25.5	-12.1
ICICI Prudential MidCap Fund Growth	₹300.92 ↑ 3.15	₹7,132	100	-2.7	0.8	17.2	22.5	21.5	11.1
TATA Mid Cap Growth Fund Growth	₹430.008 ↑ 1.68	₹5,497	150	-2.2	-0.4	10.9	22.3	19.6	5.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Edelweiss Mid Cap Fund	Invesco India Mid Cap Fund	HDFC Mid-Cap Opportunities Fund	Sundaram Mid Cap Fund	Motilal Oswal Midcap 30 Fund	ICICI Prudential MidCap Fund	TATA Mid Cap Growth Fund
Point 1	Upper mid AUM (₹13,650 Cr).	Lower mid AUM (₹10,296 Cr).	Highest AUM (₹92,642 Cr).	Lower mid AUM (₹13,293 Cr).	Upper mid AUM (₹36,880 Cr).	Bottom quartile AUM (₹7,132 Cr).	Bottom quartile AUM (₹5,497 Cr).
Point 2	Established history (18+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).	Established history (23+ yrs).	Established history (11+ yrs).	Established history (21+ yrs).	Oldest track record among peers (31 yrs).
Point 3	Rating: 3★ (upper mid).	Rating: 2★ (lower mid).	Rating: 3★ (upper mid).	Top rated.	Rating: 3★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: Moderately 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: 23.49% (upper mid).	5Y return: 21.73% (lower mid).	5Y return: 24.53% (upper mid).	5Y return: 21.05% (bottom quartile).	5Y return: 25.51% (top quartile).	5Y return: 21.46% (lower mid).	5Y return: 19.56% (bottom quartile).
Point 6	3Y return: 25.71% (top quartile).	3Y return: 25.50% (upper mid).	3Y return: 25.41% (upper mid).	3Y return: 24.01% (lower mid).	3Y return: 22.67% (lower mid).	3Y return: 22.46% (bottom quartile).	3Y return: 22.31% (bottom quartile).
Point 7	1Y return: 11.00% (lower mid).	1Y return: 12.38% (upper mid).	1Y return: 13.94% (upper mid).	1Y return: 11.46% (lower mid).	1Y return: -3.17% (bottom quartile).	1Y return: 17.25% (top quartile).	1Y return: 10.94% (bottom quartile).
Point 8	Alpha: -1.98 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.63 (upper mid).	Alpha: -1.77 (lower mid).	Alpha: -18.12 (bottom quartile).	Alpha: 4.76 (top quartile).	Alpha: -0.26 (lower mid).
Point 9	Sharpe: -0.02 (bottom quartile).	Sharpe: 0.11 (upper mid).	Sharpe: 0.12 (upper mid).	Sharpe: -0.01 (lower mid).	Sharpe: -0.79 (bottom quartile).	Sharpe: 0.33 (top quartile).	Sharpe: 0.07 (lower mid).
Point 10	Information ratio: 0.40 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.44 (top quartile).	Information ratio: 0.13 (upper mid).	Information ratio: 0.10 (lower mid).	Information ratio: -0.16 (bottom quartile).	Information ratio: -0.48 (bottom quartile).

Edelweiss Mid Cap Fund

Upper mid AUM (₹13,650 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 23.49% (upper mid).
3Y return: 25.71% (top quartile).
1Y return: 11.00% (lower mid).
Alpha: -1.98 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: 0.40 (upper mid).

Invesco India Mid Cap Fund

Lower mid AUM (₹10,296 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.73% (lower mid).
3Y return: 25.50% (upper mid).
1Y return: 12.38% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.11 (upper mid).
Information ratio: 0.00 (lower mid).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹92,642 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 24.53% (upper mid).
3Y return: 25.41% (upper mid).
1Y return: 13.94% (upper mid).
Alpha: 0.63 (upper mid).
Sharpe: 0.12 (upper mid).
Information ratio: 0.44 (top quartile).

Sundaram Mid Cap Fund

Lower mid AUM (₹13,293 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 21.05% (bottom quartile).
3Y return: 24.01% (lower mid).
1Y return: 11.46% (lower mid).
Alpha: -1.77 (lower mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.13 (upper mid).

Motilal Oswal Midcap 30 Fund

Upper mid AUM (₹36,880 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 25.51% (top quartile).
3Y return: 22.67% (lower mid).
1Y return: -3.17% (bottom quartile).
Alpha: -18.12 (bottom quartile).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.10 (lower mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,132 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.46% (lower mid).
3Y return: 22.46% (bottom quartile).
1Y return: 17.25% (top quartile).
Alpha: 4.76 (top quartile).
Sharpe: 0.33 (top quartile).
Information ratio: -0.16 (bottom quartile).

TATA Mid Cap Growth Fund

Bottom quartile AUM (₹5,497 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.56% (bottom quartile).
3Y return: 22.31% (bottom quartile).
1Y return: 10.94% (bottom quartile).
Alpha: -0.26 (lower mid).
Sharpe: 0.07 (lower mid).
Information ratio: -0.48 (bottom quartile).

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

1. 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

Upper mid AUM (₹13,650 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 23.49% (upper mid).
3Y return: 25.71% (top quartile).
1Y return: 11.00% (lower mid).
Alpha: -1.98 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: 0.40 (upper mid).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (27 Jan 26)	₹100.116 ↑ 0.71 (0.71 %)
Net Assets (Cr)	₹13,650 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.02
Information Ratio	0.4
Alpha Ratio	-1.98
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

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 27 Jan 26

Duration	Returns
1 Month	-3.8%
3 Month	-3.3%
6 Month	0.1%
1 Year	11%
3 Year	25.7%
5 Year	23.5%
10 Year
15 Year
Since launch	13.6%

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

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. 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 (₹10,296 Cr).
Established history (18+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 21.73% (lower mid).
3Y return: 25.50% (upper mid).
1Y return: 12.38% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: 0.11 (upper mid).
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 (27 Jan 26)	₹170.49 ↑ 0.50 (0.29 %)
Net Assets (Cr)	₹10,296 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.11
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

Invesco India 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 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 27 Jan 26

Duration	Returns
1 Month	-6.9%
3 Month	-8.7%
6 Month	-5.7%
1 Year	12.4%
3 Year	25.5%
5 Year	21.7%
10 Year
15 Year
Since launch	16.3%

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

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

3. HDFC Mid-Cap Opportunities Fund

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 (₹92,642 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 24.53% (upper mid).
3Y return: 25.41% (upper mid).
1Y return: 13.94% (upper mid).
Alpha: 0.63 (upper mid).
Sharpe: 0.12 (upper mid).
Information ratio: 0.44 (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 (27 Jan 26)	₹197.15 ↑ 0.48 (0.25 %)
Net Assets (Cr)	₹92,642 on 31 Dec 25
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	0.12
Information Ratio	0.44
Alpha Ratio	0.63
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

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 27 Jan 26

Duration	Returns
1 Month	-2.3%
3 Month	-1.9%
6 Month	1.4%
1 Year	13.9%
3 Year	25.4%
5 Year	24.5%
10 Year
15 Year
Since launch	17.4%

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

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

4. 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 (₹13,293 Cr).
Established history (23+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 21.05% (bottom quartile).
3Y return: 24.01% (lower mid).
1Y return: 11.46% (lower mid).
Alpha: -1.77 (lower mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.13 (upper mid).

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund Growth
Launch Date	30 Jul 02
NAV (27 Jan 26)	₹1,361.02 ↑ 4.73 (0.35 %)
Net Assets (Cr)	₹13,293 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	-0.01
Information Ratio	0.13
Alpha Ratio	-1.77
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

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 27 Jan 26

Duration	Returns
1 Month	-4.8%
3 Month	-5.2%
6 Month	-0.8%
1 Year	11.5%
3 Year	24%
5 Year	21.1%
10 Year
15 Year
Since launch	23.3%

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

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

5. 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 (₹36,880 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 25.51% (top quartile).
3Y return: 22.67% (lower mid).
1Y return: -3.17% (bottom quartile).
Alpha: -18.12 (bottom quartile).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.10 (lower mid).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (27 Jan 26)	₹91.5629 ↑ 0.05 (0.05 %)
Net Assets (Cr)	₹36,880 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.79
Information Ratio	0.1
Alpha Ratio	-18.12
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

Motilal Oswal Midcap 30 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 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 27 Jan 26

Duration	Returns
1 Month	-7.6%
3 Month	-12.8%
6 Month	-9.5%
1 Year	-3.2%
3 Year	22.7%
5 Year	25.5%
10 Year
15 Year
Since launch	20.4%

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

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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 (₹7,132 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 21.46% (lower mid).
3Y return: 22.46% (bottom quartile).
1Y return: 17.25% (top quartile).
Alpha: 4.76 (top quartile).
Sharpe: 0.33 (top quartile).
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 (27 Jan 26)	₹300.92 ↑ 3.15 (1.06 %)
Net Assets (Cr)	₹7,132 on 31 Dec 25
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.33
Information Ratio	-0.16
Alpha Ratio	4.76
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

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 27 Jan 26

Duration	Returns
1 Month	-4%
3 Month	-2.7%
6 Month	0.8%
1 Year	17.2%
3 Year	22.5%
5 Year	21.5%
10 Year
15 Year
Since launch	17.4%

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

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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 (₹5,497 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.56% (bottom quartile).
3Y return: 22.31% (bottom quartile).
1Y return: 10.94% (bottom quartile).
Alpha: -0.26 (lower mid).
Sharpe: 0.07 (lower mid).
Information ratio: -0.48 (bottom quartile).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (27 Jan 26)	₹430.008 ↑ 1.68 (0.39 %)
Net Assets (Cr)	₹5,497 on 31 Dec 25
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.07
Information Ratio	-0.48
Alpha Ratio	-0.26
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

TATA Mid Cap Growth Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 27 Jan 26

Duration	Returns
1 Month	-4.1%
3 Month	-2.2%
6 Month	-0.4%
1 Year	10.9%
3 Year	22.3%
5 Year	19.6%
10 Year
15 Year
Since launch	12.7%

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

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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.