2022లో భారతదేశంలో పెట్టుబడి పెట్టడానికి ఉత్తమ మిడ్ & స్మాల్ క్యాప్ మ్యూచువల్ ఫండ్‌లు

Updated on November 24, 2025 , 18178 views

ఉత్తమ మధ్య మరియు కోసం వెతుకుతోందిస్మాల్ క్యాప్ ఫండ్స్? బాగా,మిడ్ క్యాప్ & చిన్న క్యాప్మ్యూచువల్ ఫండ్స్ దీర్ఘకాలిక సంపద సృష్టి సాధనాల్లో ఒకటిఆర్థిక లక్ష్యాలు. ఈ ఆర్థిక లక్ష్యాలలో పిల్లల విద్య కూడా ఉండవచ్చు,పదవీ విరమణ ప్రణాళిక, మొదలైనవి. మిడ్ & స్మాల్ క్యాప్‌లు సాధారణంగా a కలిగిన సంస్థలుగా నిర్వచించబడతాయిసంత INR 500 కోట్ల కంటే తక్కువ క్యాపిటలైజేషన్. & మిడ్‌క్యాప్ మార్కెట్ క్యాపిటలైజేషన్ INR 10 కంటే తక్కువ,000 కోటి. కానీ, లార్జ్ క్యాప్ కంపెనీలతో పోలిస్తే మిడ్ & స్మాల్ క్యాప్స్‌తో ఫెయిల్యూర్ రిస్క్ ఎక్కువగా ఉంటుంది. అయితే, మిడ్ & స్మాల్ క్యాప్ ఫండ్‌లు పోర్ట్‌ఫోలియోలను వైవిధ్యపరచడంలో సహాయపడతాయి మరియు పెట్టుబడిదారులు మొత్తం పోర్ట్‌ఫోలియోలో చిన్న కేటాయింపులను తీసుకోవచ్చు. ఈ ఫండ్స్‌లో ఇన్వెస్ట్ చేయడానికి ప్లాన్ చేస్తున్న పెట్టుబడిదారులు, దిగువ జాబితా చేయబడిన అత్యుత్తమ పనితీరు గల మిడ్ & స్మాల్ క్యాప్ ఫండ్ల నుండి ఫండ్‌ను ఎంచుకోవచ్చు.

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భారతదేశంలో 2022లో పెట్టుబడి పెట్టడానికి టాప్ 7 బెస్ట్ మిడ్ & స్మాల్ క్యాప్ ఫండ్స్

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Motilal Oswal Midcap 30 Fund Growth	₹103.52 ↑ 1.65	₹37,501	0.4	4.4	-2.5	26.4	30.3	57.1
Nippon India Small Cap Fund Growth	₹169.372 ↑ 1.66	₹68,969	1.8	2.9	-2.1	21.7	30	26.1
HDFC Mid-Cap Opportunities Fund Growth	₹204.991 ↑ 1.91	₹89,383	6.7	9.1	9.9	26	27.6	28.6
HDFC Small Cap Fund Growth	₹141.422 ↑ 1.24	₹38,412	0.6	5.4	2.9	21.2	27.6	20.4
Edelweiss Mid Cap Fund Growth	₹104.775 ↑ 1.34	₹12,647	4.5	7.2	6.3	25.3	27	38.9
Invesco India Mid Cap Fund Growth	₹188.63 ↑ 2.56	₹9,320	4.2	12.7	14	27.9	26.5	43.1
Franklin India Smaller Companies Fund Growth	₹169.712 ↑ 1.95	₹13,790	1.5	-0.4	-3.7	21.1	26	23.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 25

Research Highlights & Commentary of 7 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Nippon India Small Cap Fund	HDFC Mid-Cap Opportunities Fund	HDFC Small Cap Fund	Edelweiss Mid Cap Fund	Invesco India Mid Cap Fund	Franklin India Smaller Companies Fund
Point 1	Lower mid AUM (₹37,501 Cr).	Upper mid AUM (₹68,969 Cr).	Highest AUM (₹89,383 Cr).	Upper mid AUM (₹38,412 Cr).	Bottom quartile AUM (₹12,647 Cr).	Bottom quartile AUM (₹9,320 Cr).	Lower mid AUM (₹13,790 Cr).
Point 2	Established history (11+ yrs).	Established history (15+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Oldest track record among peers (19 yrs).
Point 3	Rating: 3★ (lower mid).	Top rated.	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).	Rating: 3★ (bottom quartile).	Rating: 2★ (bottom quartile).	Rating: 4★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 30.32% (top quartile).	5Y return: 30.05% (upper mid).	5Y return: 27.59% (upper mid).	5Y return: 27.55% (lower mid).	5Y return: 26.96% (lower mid).	5Y return: 26.45% (bottom quartile).	5Y return: 25.95% (bottom quartile).
Point 6	3Y return: 26.43% (upper mid).	3Y return: 21.66% (lower mid).	3Y return: 26.01% (upper mid).	3Y return: 21.24% (bottom quartile).	3Y return: 25.26% (lower mid).	3Y return: 27.92% (top quartile).	3Y return: 21.12% (bottom quartile).
Point 7	1Y return: -2.54% (bottom quartile).	1Y return: -2.08% (lower mid).	1Y return: 9.93% (upper mid).	1Y return: 2.92% (lower mid).	1Y return: 6.31% (upper mid).	1Y return: 13.96% (top quartile).	1Y return: -3.66% (bottom quartile).
Point 8	Alpha: -4.22 (bottom quartile).	Alpha: -2.66 (lower mid).	Alpha: 1.17 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -0.23 (lower mid).	Alpha: 0.00 (upper mid).	Alpha: -3.92 (bottom quartile).
Point 9	Sharpe: -0.13 (lower mid).	Sharpe: -0.35 (bottom quartile).	Sharpe: 0.15 (upper mid).	Sharpe: -0.07 (lower mid).	Sharpe: 0.07 (upper mid).	Sharpe: 0.43 (top quartile).	Sharpe: -0.40 (bottom quartile).
Point 10	Information ratio: 0.20 (upper mid).	Information ratio: -0.11 (bottom quartile).	Information ratio: 0.61 (top quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.18 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: -0.26 (bottom quartile).

Motilal Oswal Midcap 30 Fund

Lower mid AUM (₹37,501 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 30.32% (top quartile).
3Y return: 26.43% (upper mid).
1Y return: -2.54% (bottom quartile).
Alpha: -4.22 (bottom quartile).
Sharpe: -0.13 (lower mid).
Information ratio: 0.20 (upper mid).

Nippon India Small Cap Fund

Upper mid AUM (₹68,969 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 30.05% (upper mid).
3Y return: 21.66% (lower mid).
1Y return: -2.08% (lower mid).
Alpha: -2.66 (lower mid).
Sharpe: -0.35 (bottom quartile).
Information ratio: -0.11 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹89,383 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 27.59% (upper mid).
3Y return: 26.01% (upper mid).
1Y return: 9.93% (upper mid).
Alpha: 1.17 (top quartile).
Sharpe: 0.15 (upper mid).
Information ratio: 0.61 (top quartile).

HDFC Small Cap Fund

Upper mid AUM (₹38,412 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 27.55% (lower mid).
3Y return: 21.24% (bottom quartile).
1Y return: 2.92% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.07 (lower mid).
Information ratio: 0.00 (lower mid).

Edelweiss Mid Cap Fund

Bottom quartile AUM (₹12,647 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 26.96% (lower mid).
3Y return: 25.26% (lower mid).
1Y return: 6.31% (upper mid).
Alpha: -0.23 (lower mid).
Sharpe: 0.07 (upper mid).
Information ratio: 0.18 (upper mid).

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: 26.45% (bottom quartile).
3Y return: 27.92% (top quartile).
1Y return: 13.96% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.43 (top quartile).
Information ratio: 0.00 (lower mid).

Franklin India Smaller Companies Fund

Lower mid AUM (₹13,790 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 25.95% (bottom quartile).
3Y return: 21.12% (bottom quartile).
1Y return: -3.66% (bottom quartile).
Alpha: -3.92 (bottom quartile).
Sharpe: -0.40 (bottom quartile).
Information ratio: -0.26 (bottom quartile).

*పైన ఉత్తమ జాబితా ఉందిమధ్య & చిన్న పైన AUM/నికర ఆస్తులను కలిగి ఉన్న నిధులు100 కోట్లు. క్రమబద్ధీకరించబడిందిగత 5 సంవత్సరాల రిటర్న్.

1. 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

Lower mid AUM (₹37,501 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 30.32% (top quartile).
3Y return: 26.43% (upper mid).
1Y return: -2.54% (bottom quartile).
Alpha: -4.22 (bottom quartile).
Sharpe: -0.13 (lower mid).
Information ratio: 0.20 (upper mid).
Higher exposure to Technology vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~87%).
Largest holding Persistent Systems Ltd (~9.5%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (26 Nov 25)	₹103.52 ↑ 1.65 (1.62 %)
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 ₹642,208.
Net Profit of ₹342,208 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 26 Nov 25

Duration	Returns
1 Month	-0.1%
3 Month	0.4%
6 Month	4.4%
1 Year	-2.5%
3 Year	26.4%
5 Year	30.3%
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

2. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Research Highlights for Nippon India Small Cap Fund

Upper mid AUM (₹68,969 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 30.05% (upper mid).
3Y return: 21.66% (lower mid).
1Y return: -2.08% (lower mid).
Alpha: -2.66 (lower mid).
Sharpe: -0.35 (bottom quartile).
Information ratio: -0.11 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Multi Commodity Exchange of India Ltd (~2.5%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (26 Nov 25)	₹169.372 ↑ 1.66 (0.99 %)
Net Assets (Cr)	₹68,969 on 31 Oct 25
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	-0.35
Information Ratio	-0.11
Alpha Ratio	-2.66
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	₹19,480
31 Oct 22	₹22,272
31 Oct 23	₹29,220
31 Oct 24	₹42,673
31 Oct 25	₹41,342

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25

Duration	Returns
1 Month	-0.6%
3 Month	1.8%
6 Month	2.9%
1 Year	-2.1%
3 Year	21.7%
5 Year	30%
10 Year
15 Year
Since launch	20.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	26.1%
2023	48.9%
2022	6.5%
2021	74.3%
2020	29.2%
2019	-2.5%
2018	-16.7%
2017	63%
2016	5.6%
2015	15.1%

Fund Manager information for Nippon India Small Cap Fund

Name	Since	Tenure
Samir Rachh	2 Jan 17	8.83 Yr.
Kinjal Desai	25 May 18	7.44 Yr.
Lokesh Maru	5 Sep 25	0.16 Yr.
Divya Sharma	5 Sep 25	0.16 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	20.62%
Financial Services	15.84%
Consumer Cyclical	15.32%
Basic Materials	11.51%
Consumer Defensive	9.7%
Health Care	8.96%
Technology	7.64%
Utility	2.56%
Energy	1.78%
Communication Services	1.38%
Real Estate	0.56%

Asset Allocation

Asset Class	Value
Cash	4.15%
Equity	95.85%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	2%	₹1,711 Cr	1,851,010
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,313 Cr	13,300,000
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹970 Cr	10,347,848 ↑ 1,247,848
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| 590003	1%	₹927 Cr	38,140,874
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Oct 12 \| KIRLOSBROS	1%	₹838 Cr	4,472,130
eClerx Services Ltd (Technology) Equity, Since 31 Jul 20 \| ECLERX	1%	₹810 Cr	1,712,794 ↓ -49,536
Zydus Wellness Ltd (Consumer Defensive) Equity, Since 31 Aug 16 \| ZYDUSWELL	1%	₹803 Cr	16,848,030
TD Power Systems Ltd (Industrials) Equity, Since 31 Dec 15 \| TDPOWERSYS	1%	₹796 Cr	10,278,244
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	1%	₹780 Cr	899,271
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 22 \| 500103	1%	₹758 Cr	28,538,232

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★ (lower mid).
Risk profile: Moderately High.
5Y return: 27.59% (upper mid).
3Y return: 26.01% (upper mid).
1Y return: 9.93% (upper mid).
Alpha: 1.17 (top quartile).
Sharpe: 0.15 (upper mid).
Information ratio: 0.61 (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 (~4.5%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (26 Nov 25)	₹204.991 ↑ 1.91 (0.94 %)
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 ₹598,181.
Net Profit of ₹298,181 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 26 Nov 25

Duration	Returns
1 Month	3%
3 Month	6.7%
6 Month	9.1%
1 Year	9.9%
3 Year	26%
5 Year	27.6%
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. HDFC Small Cap Fund

To provide long-term capital appreciation by investing predominantly in Small-Cap and Mid-Cap companies.

Research Highlights for HDFC Small Cap Fund

Upper mid AUM (₹38,412 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 27.55% (lower mid).
3Y return: 21.24% (bottom quartile).
1Y return: 2.92% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.07 (lower mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Industrials vs peer median.
Higher exposure to Cash Equivalent (bond sector) vs peer median.
Equity-heavy allocation (~90%).
Largest holding Firstsource Solutions Ltd (~5.1%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund Growth
Launch Date	3 Apr 08
NAV (26 Nov 25)	₹141.422 ↑ 1.24 (0.89 %)
Net Assets (Cr)	₹38,412 on 31 Oct 25
Category	Equity - Small Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	-0.07
Information Ratio	0
Alpha Ratio	0
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	₹19,409
31 Oct 22	₹20,456
31 Oct 23	₹27,227
31 Oct 24	₹37,047
31 Oct 25	₹38,152

HDFC Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for HDFC 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 26 Nov 25

Duration	Returns
1 Month	-0.7%
3 Month	0.6%
6 Month	5.4%
1 Year	2.9%
3 Year	21.2%
5 Year	27.6%
10 Year
15 Year
Since launch	16.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	20.4%
2023	44.8%
2022	4.6%
2021	64.9%
2020	20.2%
2019	-9.5%
2018	-8.1%
2017	60.8%
2016	5.4%
2015	6.4%

Fund Manager information for HDFC Small Cap Fund

Name	Since	Tenure
Chirag Setalvad	28 Jun 14	11.35 Yr.
Dhruv Muchhal	22 Jun 23	2.36 Yr.

Data below for HDFC Small Cap Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Industrials	21.41%
Consumer Cyclical	18.78%
Technology	13.39%
Health Care	12.32%
Financial Services	11.86%
Basic Materials	6.64%
Consumer Defensive	3.31%
Communication Services	1.87%

Asset Allocation

Asset Class	Value
Cash	9.63%
Equity	90.37%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Firstsource Solutions Ltd (Technology) Equity, Since 31 Mar 18 \| FSL	5%	₹1,956 Cr	55,264,362 ↑ 352,528
eClerx Services Ltd (Technology) Equity, Since 31 Mar 18 \| ECLERX	4%	₹1,715 Cr	3,626,595 ↓ -57,166
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Jun 19 \| ASTERDM	4%	₹1,622 Cr	23,927,134 ↓ -200,000
Bank of Baroda (Financial Services) Equity, Since 31 Mar 19 \| 532134	3%	₹1,304 Cr	46,828,792
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| GABRIEL	3%	₹1,207 Cr	9,477,375 ↓ -397,625
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	3%	₹1,032 Cr	6,482,100 ↑ 145,557
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 23 \| 532843	3%	₹1,020 Cr	9,973,132 ↓ -100,000
Indian Bank (Financial Services) Equity, Since 31 Jul 16 \| 532814	2%	₹832 Cr	9,688,128
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Jul 23 \| 543308	2%	₹802 Cr	11,127,166
Sonata Software Ltd (Technology) Equity, Since 31 Oct 17 \| SONATSOFTW	2%	₹712 Cr	19,259,838 ↑ 105,725

5. 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

Bottom quartile AUM (₹12,647 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 26.96% (lower mid).
3Y return: 25.26% (lower mid).
1Y return: 6.31% (upper mid).
Alpha: -0.23 (lower mid).
Sharpe: 0.07 (upper mid).
Information ratio: 0.18 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Coforge Ltd (~2.8%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (26 Nov 25)	₹104.775 ↑ 1.34 (1.29 %)
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 26 Nov 25

Duration	Returns
1 Month	2.1%
3 Month	4.5%
6 Month	7.2%
1 Year	6.3%
3 Year	25.3%
5 Year	27%
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

6. 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: 26.45% (bottom quartile).
3Y return: 27.92% (top quartile).
1Y return: 13.96% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.43 (top quartile).
Information ratio: 0.00 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding AU Small Finance Bank Ltd (~5.6%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (26 Nov 25)	₹188.63 ↑ 2.56 (1.38 %)
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 ₹584,107.
Net Profit of ₹284,107 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 26 Nov 25

Duration	Returns
1 Month	1.6%
3 Month	4.2%
6 Month	12.7%
1 Year	14%
3 Year	27.9%
5 Year	26.5%
10 Year
15 Year
Since launch	17.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	43.1%
2023	34.1%
2022	0.5%
2021	43.1%
2020	24.4%
2019	3.8%
2018	-5.3%
2017	44.3%
2016	1.1%
2015	6.4%

Fund Manager information for Invesco India Mid Cap Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	1.98 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

7. Franklin India Smaller Companies Fund

The Fund seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Research Highlights for Franklin India Smaller Companies Fund

Lower mid AUM (₹13,790 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 25.95% (bottom quartile).
3Y return: 21.12% (bottom quartile).
1Y return: -3.66% (bottom quartile).
Alpha: -3.92 (bottom quartile).
Sharpe: -0.40 (bottom quartile).
Information ratio: -0.26 (bottom quartile).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
High-quality debt (AAA/AA ~100%).
Largest holding Brigade Enterprises Ltd (~2.9%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (26 Nov 25)	₹169.712 ↑ 1.95 (1.16 %)
Net Assets (Cr)	₹13,790 on 31 Oct 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.41
Information Ratio	-0.26
Alpha Ratio	-3.92
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	₹18,656
31 Oct 22	₹19,820
31 Oct 23	₹26,123
31 Oct 24	₹37,370
31 Oct 25	₹35,778

Franklin India Smaller Companies 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 Franklin India Smaller Companies Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25

Duration	Returns
1 Month	-0.6%
3 Month	1.5%
6 Month	-0.4%
1 Year	-3.7%
3 Year	21.1%
5 Year	26%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.2%
2023	52.1%
2022	3.6%
2021	56.4%
2020	18.7%
2019	-5%
2018	-17.4%
2017	43.5%
2016	10.2%
2015	9.6%

Fund Manager information for Franklin India Smaller Companies Fund

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.76 Yr.
Sandeep Manam	18 Oct 21	4.04 Yr.
Akhil Kalluri	8 Sep 22	3.15 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	20.09%
Financial Services	17.93%
Industrials	17.12%
Health Care	10.96%
Basic Materials	10.48%
Technology	7.98%
Real Estate	4.69%
Consumer Defensive	3.71%
Utility	3.49%
Energy	1.02%

Asset Allocation

Asset Class	Value
Cash	1.79%
Equity	98.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	3%	₹401 Cr	3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	3%	₹381 Cr	5,618,134 ↓ -1,111,274
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹327 Cr	4,023,411
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹297 Cr	1,866,828
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹280 Cr	3,260,279
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹274 Cr	48,064,081
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹257 Cr	3,220,340
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 31 May 22 \| KALYANKJIL	2%	₹253 Cr	4,963,469
Sobha Ltd (Real Estate) Equity, Since 31 Mar 12 \| SOBHA	2%	₹245 Cr	1,513,099
Whirlpool of India Ltd (Consumer Cyclical) Equity, Since 30 Apr 25 \| 500238	2%	₹245 Cr	1,750,000 ↑ 450,000

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