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ఫిన్‌క్యాష్ »మ్యూచువల్ ఫండ్స్ »ఉత్తమ స్మాల్ & మిడ్‌క్యాప్ ఫండ్‌లు

ఉత్తమ స్మాల్ & మిడ్‌క్యాప్ ఈక్విటీ మ్యూచువల్ ఫండ్‌లు 2022

Updated on February 15, 2026 , 3273 views

మిడ్ మరియు స్మాల్ క్యాప్మ్యూచువల్ ఫండ్స్ దీర్ఘకాలంలో మంచి లాభాలను అందించగల సామర్థ్యం కారణంగా బాగా తెలిసిన ప్లాన్. ఈ నిధులు దీర్ఘకాలిక పెట్టుబడి లక్ష్యాల కోసం ఉత్తమ సంపద సృష్టి సాధనాల్లో ఒకటిగా కూడా పరిగణించబడతాయి. వంటి వారి వివిధ లక్ష్యాలను పెట్టుబడిదారులు ప్లాన్ చేసుకోవచ్చుపదవీ విరమణ ప్రణాళిక, పిల్లల ఉన్నత విద్య లేదా ఇల్లు/కారు కొనుగోలు మొదలైనవి. మధ్య మరియుస్మాల్ క్యాప్ ఫండ్స్ ఒక రకమైన మ్యూచువల్ ఫండ్‌లు మధ్య నుండి చిన్న పరిమాణాల కంపెనీల స్టాక్‌లలో పెట్టుబడి పెడతాయి.

ఈ ఫండ్‌లు సాధారణంగా a కలిగిన సంస్థలుగా నిర్వచించబడతాయిసంత INR 1000- 500 కోట్ల క్యాపిటలైజేషన్ (MC=కంపెనీ జారీ చేసిన షేర్ల సంఖ్య X మార్కెట్ ధర ఒక్కో షేరుకు). సాంప్రదాయకంగా, మిడ్-క్యాప్‌లు మిడ్-సైజ్ కంపెనీలు, ఇవి బాగా నడపడానికి మరియు మంచి వ్యాపార వ్యూహాన్ని కలిగి ఉంటే రేపటి నాయకులు లేదా పెద్ద క్యాప్‌లుగా మారతాయి. నిజానికి,మిడ్ క్యాప్ తక్కువ వడ్డీ రేట్లు, తక్కువ ఇన్‌పుట్ ఖర్చు మరియు మెరుగుదల కారణంగా 2015 సంవత్సరంలో స్టాక్‌లు లార్జ్ క్యాప్ మరియు స్మాల్ క్యాప్ స్టాక్‌లను అధిగమించాయి.రాజధాని తగ్గింపు. BSE మిడ్-క్యాప్ మరియు BSE స్మాల్-క్యాప్ ఇండెక్స్ వరుసగా 7.43% & 6.76% పెరిగాయి, అదే సమయంలో BSE సెన్సెక్స్ 5.03% పడిపోయింది.

మిడ్ & స్మాల్ క్యాప్ ఫండ్స్‌లో ఇన్వెస్ట్ చేయడానికి ఆసక్తి ఉన్న ఇన్వెస్టర్లు, 2500 కోట్ల కంటే ఎక్కువ AUM సైజుతో టాప్ పెర్ఫార్మింగ్ ఫండ్స్ క్రింద ఉన్నాయి.

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2022లో పెట్టుబడి పెట్టడానికి టాప్ 6 ఉత్తమ స్మాల్ & మిడ్‌క్యాప్ ఫండ్‌లు

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Sundaram Small Cap Fund Growth ₹259.31
↑ 2.72 		₹3,401-3.13.119.720.620.30.4
Aditya Birla Sun Life Small Cap Fund Growth ₹85.2986
↑ 0.54 		₹4,938-3.32.218.418.415.6-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26

Research Highlights & Commentary of 2 Funds showcased

CommentarySundaram Small Cap FundAditya Birla Sun Life Small Cap Fund
Point 1Bottom quartile AUM (₹3,401 Cr).Highest AUM (₹4,938 Cr).
Point 2Oldest track record among peers (21 yrs).Established history (18+ yrs).
Point 3Rating: 3★ (bottom quartile).Top rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 20.34% (upper mid).5Y return: 15.62% (bottom quartile).
Point 63Y return: 20.56% (upper mid).3Y return: 18.45% (bottom quartile).
Point 71Y return: 19.69% (upper mid).1Y return: 18.43% (bottom quartile).
Point 8Alpha: 3.98 (upper mid).Alpha: 0.00 (bottom quartile).
Point 9Sharpe: -0.16 (upper mid).Sharpe: -0.32 (bottom quartile).
Point 10Information ratio: -0.20 (bottom quartile).Information ratio: 0.00 (upper mid).

Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,401 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.34% (upper mid).
  • 3Y return: 20.56% (upper mid).
  • 1Y return: 19.69% (upper mid).
  • Alpha: 3.98 (upper mid).
  • Sharpe: -0.16 (upper mid).
  • Information ratio: -0.20 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

  • Highest AUM (₹4,938 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.62% (bottom quartile).
  • 3Y return: 18.45% (bottom quartile).
  • 1Y return: 18.43% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.32 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
 * పై నిధుల జాబితాలో 2,500 కోట్ల కంటే ఎక్కువ నికర ఆస్తులు ఉన్నాయి. క్రమబద్ధీకరించబడిందిగత 3 సంవత్సరాల రిటర్న్.

1. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

To primarily achieve capital appreciation by investing in diversified stocks that are generally termed as small and mid-caps and by investing in other equities.

Research Highlights for Sundaram Small Cap Fund

  • Bottom quartile AUM (₹3,401 Cr).
  • Oldest track record among peers (21 yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 20.34% (upper mid).
  • 3Y return: 20.56% (upper mid).
  • 1Y return: 19.69% (upper mid).
  • Alpha: 3.98 (upper mid).
  • Sharpe: -0.16 (upper mid).
  • Information ratio: -0.20 (bottom quartile).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (17 Feb 26) ₹259.31 ↑ 2.72   (1.06 %)
Net Assets (Cr) ₹3,401 on 31 Dec 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio -0.16
Information Ratio -0.2
Alpha Ratio 3.98
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.

DateValue
31 Jan 21₹10,000
31 Jan 22₹15,992
31 Jan 23₹15,834
31 Jan 24₹23,726
31 Jan 25₹25,636
31 Jan 26₹26,720

Sundaram Small Cap Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26

DurationReturns
1 Month 0.8%
3 Month -3.1%
6 Month 3.1%
1 Year 19.7%
3 Year 20.6%
5 Year 20.3%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 0.4%
2023 19.1%
2022 45.3%
2021 -2.1%
2020 60.3%
2019 26.2%
2018 -6.1%
2017 -29.2%
2016 55.6%
2015 -0.1%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Rohit Seksaria1 Nov 223.25 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical21.15%
Financial Services20.16%
Industrials18.8%
Health Care10.95%
Basic Materials9.04%
Communication Services4.99%
Technology4.36%
Consumer Defensive2.51%
Real Estate2.14%
Utility1.15%
Asset Allocation
Asset ClassValue
Cash4.38%
Equity95.56%
Debt0.06%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH		4%₹126 Cr430,300
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN		3%₹97 Cr132,088
↓ -8,733
SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543387		3%₹96 Cr577,256
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM		3%₹93 Cr1,681,362
E I D Parry India Ltd (Basic Materials)
Equity, Since 31 Jul 24 | EIDPARRY		3%₹91 Cr987,211
↑ 53,583
DCB Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | DCBBANK		3%₹89 Cr4,443,809
↓ -159,721
Affle 3i Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE		3%₹88 Cr569,587
Rategain Travel Technologies Ltd (Technology)
Equity, Since 30 Jun 23 | 543417		3%₹88 Cr1,434,521
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025		3%₹88 Cr431,921
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING		2%₹82 Cr992,680
↑ 39,072

2. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Research Highlights for Aditya Birla Sun Life Small Cap Fund

  • Highest AUM (₹4,938 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.62% (bottom quartile).
  • 3Y return: 18.45% (bottom quartile).
  • 1Y return: 18.43% (bottom quartile).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: -0.32 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (17 Feb 26) ₹85.2986 ↑ 0.54   (0.63 %)
Net Assets (Cr) ₹4,938 on 31 Dec 25
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆☆☆☆
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio -0.32
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 21₹10,000
31 Jan 22₹15,018
31 Jan 23₹14,111
31 Jan 24₹20,591
31 Jan 25₹21,565
31 Jan 26₹22,480

Aditya Birla Sun Life Small Cap Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26

DurationReturns
1 Month 2.4%
3 Month -3.3%
6 Month 2.2%
1 Year 18.4%
3 Year 18.4%
5 Year 15.6%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -3.7%
2023 21.5%
2022 39.4%
2021 -6.5%
2020 51.4%
2019 19.8%
2018 -11.5%
2017 -22.6%
2016 56.7%
2015 9.7%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Abhinav Khandelwal31 Oct 241.25 Yr.
Dhaval Joshi21 Nov 223.2 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.97%
Consumer Cyclical15.76%
Industrials14.94%
Health Care13.54%
Basic Materials12.16%
Consumer Defensive7.28%
Real Estate4.39%
Technology2.1%
Utility1.38%
Asset Allocation
Asset ClassValue
Cash4.48%
Equity95.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR		3%₹146 Cr240,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX		3%₹143 Cr566,000
↓ -75,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 590003		3%₹123 Cr4,072,155
↑ 263,819
TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS		2%₹107 Cr1,462,004
↓ -37,996
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL		2%₹105 Cr1,078,825
Sai Life Sciences Ltd (Healthcare)
Equity, Since 30 Jun 25 | SAILIFE		2%₹104 Cr1,245,785
↑ 20,000
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 25 | UJJIVANSFB		2%₹97 Cr14,830,393
↑ 3,000,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 28 Feb 25 | RAMCOCEM		2%₹96 Cr858,998
↑ 61,414
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | PNBHOUSING		2%₹89 Cr1,081,130
↑ 25,000
Manappuram Finance Ltd (Financial Services)
Equity, Since 31 Jul 25 | MANAPPURAM		2%₹83 Cr2,931,940
↑ 200,000

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.

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