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

Updated on March 29, 2026 , 18657 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.

Ready to Invest?
Talk to our investment specialist

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	₹80.6958 ↓ 0.00	₹33,689	-18.4	-18.3	-12.9	17.8	20	-12.1
Nippon India Small Cap Fund Growth	₹150.853 ↑ 4.22	₹67,642	-11.8	-11.6	-2.1	17.3	19.9	-4.7
HDFC Mid-Cap Opportunities Fund Growth	₹180.278 ↓ 0.00	₹94,257	-11.4	-6.1	3.9	21.8	19.7	6.8
Edelweiss Mid Cap Fund Growth	₹92.054 ↓ 0.00	₹14,355	-11.9	-6.8	2.5	21.8	18.5	3.8
ICICI Prudential MidCap Fund Growth	₹287.93 ↓ -0.01	₹7,280	-8.7	-1.6	11.1	22.3	17.8	11.1
Invesco India Mid Cap Fund Growth	₹156.46	₹10,772	-14.7	-11.7	2.3	22.3	17.7	6.3
HDFC Small Cap Fund Growth	₹118.361 ↓ 0.00	₹37,424	-14.4	-15.3	-2.4	14.1	17.5	-0.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 26

Research Highlights & Commentary of 7 Funds showcased

Commentary	Motilal Oswal Midcap 30 Fund	Nippon India Small Cap Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund	ICICI Prudential MidCap Fund	Invesco India Mid Cap Fund	HDFC Small Cap Fund
Point 1	Lower mid AUM (₹33,689 Cr).	Upper mid AUM (₹67,642 Cr).	Highest AUM (₹94,257 Cr).	Lower mid AUM (₹14,355 Cr).	Bottom quartile AUM (₹7,280 Cr).	Bottom quartile AUM (₹10,772 Cr).	Upper mid AUM (₹37,424 Cr).
Point 2	Established history (12+ yrs).	Established history (15+ yrs).	Established history (18+ yrs).	Established history (18+ yrs).	Oldest track record among peers (21 yrs).	Established history (18+ yrs).	Established history (18+ yrs).
Point 3	Rating: 3★ (upper mid).	Top rated.	Rating: 3★ (lower mid).	Rating: 3★ (lower mid).	Rating: 2★ (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: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 19.96% (top quartile).	5Y return: 19.91% (upper mid).	5Y return: 19.68% (upper mid).	5Y return: 18.48% (lower mid).	5Y return: 17.78% (lower mid).	5Y return: 17.69% (bottom quartile).	5Y return: 17.50% (bottom quartile).
Point 6	3Y return: 17.78% (lower mid).	3Y return: 17.27% (bottom quartile).	3Y return: 21.81% (upper mid).	3Y return: 21.80% (lower mid).	3Y return: 22.28% (upper mid).	3Y return: 22.34% (top quartile).	3Y return: 14.12% (bottom quartile).
Point 7	1Y return: -12.88% (bottom quartile).	1Y return: -2.15% (lower mid).	1Y return: 3.90% (upper mid).	1Y return: 2.46% (upper mid).	1Y return: 11.10% (top quartile).	1Y return: 2.31% (lower mid).	1Y return: -2.43% (bottom quartile).
Point 8	Alpha: -20.09 (bottom quartile).	Alpha: 2.58 (upper mid).	Alpha: 3.83 (upper mid).	Alpha: 1.12 (lower mid).	Alpha: 7.09 (top quartile).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: -0.29 (bottom quartile).	Sharpe: 0.76 (bottom quartile).	Sharpe: 1.65 (upper mid).	Sharpe: 1.33 (upper mid).	Sharpe: 1.77 (top quartile).	Sharpe: 1.21 (lower mid).	Sharpe: 0.86 (lower mid).
Point 10	Information ratio: -0.36 (bottom quartile).	Information ratio: -0.10 (bottom quartile).	Information ratio: 0.45 (top quartile).	Information ratio: 0.33 (upper mid).	Information ratio: 0.34 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (lower mid).

Motilal Oswal Midcap 30 Fund

Lower mid AUM (₹33,689 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.96% (top quartile).
3Y return: 17.78% (lower mid).
1Y return: -12.88% (bottom quartile).
Alpha: -20.09 (bottom quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: -0.36 (bottom quartile).

Nippon India Small Cap Fund

Upper mid AUM (₹67,642 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.91% (upper mid).
3Y return: 17.27% (bottom quartile).
1Y return: -2.15% (lower mid).
Alpha: 2.58 (upper mid).
Sharpe: 0.76 (bottom quartile).
Information ratio: -0.10 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹94,257 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.68% (upper mid).
3Y return: 21.81% (upper mid).
1Y return: 3.90% (upper mid).
Alpha: 3.83 (upper mid).
Sharpe: 1.65 (upper mid).
Information ratio: 0.45 (top quartile).

Edelweiss Mid Cap Fund

Lower mid AUM (₹14,355 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 18.48% (lower mid).
3Y return: 21.80% (lower mid).
1Y return: 2.46% (upper mid).
Alpha: 1.12 (lower mid).
Sharpe: 1.33 (upper mid).
Information ratio: 0.33 (upper mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹7,280 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.78% (lower mid).
3Y return: 22.28% (upper mid).
1Y return: 11.10% (top quartile).
Alpha: 7.09 (top quartile).
Sharpe: 1.77 (top quartile).
Information ratio: 0.34 (upper mid).

Invesco India Mid Cap Fund

Bottom quartile AUM (₹10,772 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.69% (bottom quartile).
3Y return: 22.34% (top quartile).
1Y return: 2.31% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.21 (lower mid).
Information ratio: 0.00 (lower mid).

HDFC Small Cap Fund

Upper mid AUM (₹37,424 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.50% (bottom quartile).
3Y return: 14.12% (bottom quartile).
1Y return: -2.43% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.86 (lower mid).
Information ratio: 0.00 (lower mid).

*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 (₹33,689 Cr).
Established history (12+ yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 19.96% (top quartile).
3Y return: 17.78% (lower mid).
1Y return: -12.88% (bottom quartile).
Alpha: -20.09 (bottom quartile).
Sharpe: -0.29 (bottom quartile).
Information ratio: -0.36 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding One97 Communications Ltd (~7.6%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (31 Mar 26)	₹80.6958 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹33,689 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.29
Information Ratio	-0.36
Alpha Ratio	-20.09
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 Mar 21	₹10,000
31 Mar 22	₹13,822
31 Mar 23	₹15,204
31 Mar 24	₹24,380
31 Mar 25	₹28,513
31 Mar 26	₹24,841

Motilal Oswal Midcap 30 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 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 31 Mar 26

Duration	Returns
1 Month	-9.4%
3 Month	-18.4%
6 Month	-18.3%
1 Year	-12.9%
3 Year	17.8%
5 Year	20%
10 Year
15 Year
Since launch	18.8%

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
Varun Sharma	21 Jan 26	0.1 Yr.
Swapnil Mayekar	18 Nov 25	0.28 Yr.
Ajay Khandelwal	1 Oct 24	1.41 Yr.
Ankit Agarwal	21 Jan 26	0.1 Yr.
Rakesh Shetty	22 Nov 22	3.27 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	28.4%
Technology	24.21%
Consumer Cyclical	13.87%
Industrials	12.43%
Communication Services	8.87%
Real Estate	3.28%
Health Care	1.7%

Asset Allocation

Asset Class	Value
Cash	2.11%
Equity	97.89%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	8%	₹2,575 Cr	23,445,098 ↑ 145,940
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	7%	₹2,519 Cr	61,413,395 ↑ 27,423
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	6%	₹2,154 Cr	87,473,898 ↑ 1,248,071
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| 517569	6%	₹2,115 Cr	4,163,056 ↑ 78,506
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	6%	₹2,087 Cr	4,409,726 ↓ -1,208,517
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	6%	₹2,050 Cr	17,292,000 ↓ -2,708,000
Aditya Birla Capital Ltd (Financial Services) Equity, Since 30 Jun 25 \| ABCAPITAL	6%	₹1,910 Cr	55,459,381 ↑ 4,035,398
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 25 \| BHARTIARTL	5%	₹1,782 Cr	9,483,812 ↓ -33,852
Nifty March 2026 Future - \| -	5%	₹1,731 Cr	683,280 ↑ 683,280
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	4%	₹1,444 Cr	1,371,457 ↓ -126,350

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 (₹67,642 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.91% (upper mid).
3Y return: 17.27% (bottom quartile).
1Y return: -2.15% (lower mid).
Alpha: 2.58 (upper mid).
Sharpe: 0.76 (bottom quartile).
Information ratio: -0.10 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding Multi Commodity Exchange of India Ltd (~2.9%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (01 Apr 26)	₹150.853 ↑ 4.22 (2.88 %)
Net Assets (Cr)	₹67,642 on 28 Feb 26
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	0.76
Information Ratio	-0.1
Alpha Ratio	2.58
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 Mar 21	₹10,000
31 Mar 22	₹14,412
31 Mar 23	₹15,370
31 Mar 24	₹23,874
31 Mar 25	₹25,331
31 Mar 26	₹24,787

Nippon India Small Cap 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 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 31 Mar 26

Duration	Returns
1 Month	-9.6%
3 Month	-11.8%
6 Month	-11.6%
1 Year	-2.1%
3 Year	17.3%
5 Year	19.9%
10 Year
15 Year
Since launch	18.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-4.7%
2023	26.1%
2022	48.9%
2021	6.5%
2020	74.3%
2019	29.2%
2018	-2.5%
2017	-16.7%
2016	63%
2015	5.6%

Fund Manager information for Nippon India Small Cap Fund

Name	Since	Tenure
Samir Rachh	2 Jan 17	9.16 Yr.
Kinjal Desai	25 May 18	7.77 Yr.
Lokesh Maru	5 Sep 25	0.48 Yr.
Divya Sharma	5 Sep 25	0.48 Yr.

Data below for Nippon India Small Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Industrials	22.16%
Financial Services	16.26%
Consumer Cyclical	14.31%
Basic Materials	11.01%
Consumer Defensive	10.23%
Health Care	9.43%
Technology	6.37%
Utility	3.2%
Communication Services	1.06%
Energy	0.99%
Real Estate	0.89%

Asset Allocation

Asset Class	Value
Cash	4.09%
Equity	95.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	3%	₹1,955 Cr	8,000,000 ↓ -778,789
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,358 Cr	15,300,000
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| KARURVYSYA	2%	₹1,041 Cr	31,907,252 ↓ -4,006,259
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	1%	₹983 Cr	879,502
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹961 Cr	8,000,000 ↓ -2,347,848
TD Power Systems Ltd (Industrials) Equity, Since 31 Dec 15 \| TDPOWERSYS	1%	₹881 Cr	9,753,276 ↓ -424,968
Axis Bank Ltd (Financial Services) Equity, Since 31 Jul 24 \| AXISBANK	1%	₹827 Cr	5,977,976
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 22 \| BHEL	1%	₹782 Cr	29,507,422
Emami Ltd (Consumer Defensive) Equity, Since 31 Jul 23 \| EMAMILTD	1%	₹766 Cr	16,560,721 ↑ 612,419
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Oct 12 \| KIRLOSBROS	1%	₹716 Cr	4,525,148 ↑ 53,018

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 (₹94,257 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 19.68% (upper mid).
3Y return: 21.81% (upper mid).
1Y return: 3.90% (upper mid).
Alpha: 3.83 (upper mid).
Sharpe: 1.65 (upper mid).
Information ratio: 0.45 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Max Financial Services Ltd (~5.0%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (31 Mar 26)	₹180.278 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹94,257 on 28 Feb 26
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	1.65
Information Ratio	0.45
Alpha Ratio	3.83
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 Mar 21	₹10,000
31 Mar 22	₹12,367
31 Mar 23	₹13,588
31 Mar 24	₹21,362
31 Mar 25	₹23,636
31 Mar 26	₹24,558

HDFC Mid-Cap Opportunities 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 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 31 Mar 26

Duration	Returns
1 Month	-11%
3 Month	-11.4%
6 Month	-6.1%
1 Year	3.9%
3 Year	21.8%
5 Year	19.7%
10 Year
15 Year
Since launch	16.7%

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	18.69 Yr.
Dhruv Muchhal	22 Jun 23	2.69 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	28.67%
Consumer Cyclical	16.45%
Health Care	13.6%
Industrials	9.76%
Technology	7.74%
Consumer Defensive	6.96%
Basic Materials	5.12%
Energy	2.58%
Communication Services	2.42%
Utility	0.93%

Asset Allocation

Asset Class	Value
Cash	5.77%
Equity	94.23%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| MFSL	5%	₹4,677 Cr	25,792,853
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	4%	₹3,833 Cr	127,825,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| AUBANK	4%	₹3,766 Cr	39,301,056
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| INDIANB	4%	₹3,650 Cr	36,854,482
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	3%	₹3,185 Cr	13,361,745 ↑ 137,445
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| FORTIS	3%	₹2,912 Cr	30,887,194 ↑ 2,499,854
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| IPCALAB	3%	₹2,751 Cr	17,994,512
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| GLENMARK	3%	₹2,738 Cr	12,815,305 ↑ 139,865
Vishal Mega Mart Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| VMM	3%	₹2,513 Cr	213,395,832 ↑ 39,978,023
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,436 Cr	55,530,830

4. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Research Highlights for Edelweiss Mid Cap Fund

Lower mid AUM (₹14,355 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 18.48% (lower mid).
3Y return: 21.80% (lower mid).
1Y return: 2.46% (upper mid).
Alpha: 1.12 (lower mid).
Sharpe: 1.33 (upper mid).
Information ratio: 0.33 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Marico Ltd (~2.4%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (31 Mar 26)	₹92.054 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹14,355 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	1.33
Information Ratio	0.33
Alpha Ratio	1.12
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 Mar 21	₹10,000
31 Mar 22	₹12,566
31 Mar 23	₹12,920
31 Mar 24	₹19,379
31 Mar 25	₹22,786
31 Mar 26	₹23,346

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 31 Mar 26

Duration	Returns
1 Month	-10.5%
3 Month	-11.9%
6 Month	-6.8%
1 Year	2.5%
3 Year	21.8%
5 Year	18.5%
10 Year
15 Year
Since launch	12.9%

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	1.38 Yr.
Trideep Bhattacharya	1 Oct 21	4.41 Yr.
Raj Koradia	1 Aug 24	1.58 Yr.

Data below for Edelweiss Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	29.15%
Industrials	13.9%
Consumer Cyclical	13.5%
Basic Materials	11.16%
Health Care	8.33%
Technology	5.74%
Consumer Defensive	4.88%
Communication Services	3.24%
Energy	2.94%
Real Estate	2.24%
Utility	1.67%

Asset Allocation

Asset Class	Value
Cash	3.25%
Equity	96.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Marico Ltd (Consumer Defensive) Equity, Since 31 Oct 24 \| MARICO	2%	₹348 Cr	4,417,032
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	2%	₹335 Cr	1,372,945
The Federal Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| FEDERALBNK	2%	₹335 Cr	11,159,723
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| FORTIS	2%	₹326 Cr	3,454,648
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| INDIANB	2%	₹309 Cr	3,120,547
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Jun 22 \| APLAPOLLO	2%	₹287 Cr	1,286,528
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| 539437	2%	₹283 Cr	38,471,898 ↑ 5,202,889
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	2%	₹274 Cr	5,661,327 ↑ 266,825
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Aug 25 \| AUBANK	2%	₹272 Cr	2,842,581 ↑ 483,803
JK Cement Ltd (Basic Materials) Equity, Since 31 Mar 19 \| JKCEMENT	2%	₹253 Cr	447,202 ↑ 75,771

5. 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 (₹7,280 Cr).
Oldest track record among peers (21 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.78% (lower mid).
3Y return: 22.28% (upper mid).
1Y return: 11.10% (top quartile).
Alpha: 7.09 (top quartile).
Sharpe: 1.77 (top quartile).
Information ratio: 0.34 (upper mid).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Jindal Steel Ltd (~4.8%).

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund Growth
Launch Date	28 Oct 04
NAV (31 Mar 26)	₹287.93 ↓ -0.01 (0.00 %)
Net Assets (Cr)	₹7,280 on 28 Feb 26
Category	Equity - Mid Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	1.77
Information Ratio	0.34
Alpha Ratio	7.09
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 Mar 21	₹10,000
31 Mar 22	₹12,479
31 Mar 23	₹12,395
31 Mar 24	₹18,919
31 Mar 25	₹20,400
31 Mar 26	₹22,665

ICICI Prudential MidCap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 31 Mar 26

Duration	Returns
1 Month	-10.1%
3 Month	-8.7%
6 Month	-1.6%
1 Year	11.1%
3 Year	22.3%
5 Year	17.8%
10 Year
15 Year
Since launch	17%

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	3.67 Yr.
Sharmila D’mello	31 Jul 22	3.58 Yr.

Data below for ICICI Prudential MidCap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Basic Materials	27.56%
Industrials	23.51%
Financial Services	20.83%
Consumer Cyclical	12.86%
Communication Services	5.72%
Real Estate	5.42%
Health Care	1.8%
Technology	0.46%
Utility	0.15%

Asset Allocation

Asset Class	Value
Cash	1.69%
Equity	98.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Jan 22 \| JINDALSTEL	5%	₹347 Cr	2,786,470
APL Apollo Tubes Ltd (Basic Materials) Equity, Since 30 Sep 22 \| APLAPOLLO	4%	₹318 Cr	1,425,196
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Apr 24 \| MCX	4%	₹303 Cr	1,239,860
Apar Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| APARINDS	4%	₹295 Cr	263,711
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Nov 23 \| MUTHOOTFIN	4%	₹276 Cr	824,501
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	4%	₹274 Cr	1,011,840
Jindal Stainless Ltd (Basic Materials) Equity, Since 31 Aug 22 \| JSL	3%	₹241 Cr	3,106,731
Vedanta Ltd (Basic Materials) Equity, Since 31 Aug 24 \| VEDL	3%	₹225 Cr	3,128,459
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 May 23 \| BHARATFORG	3%	₹225 Cr	1,174,895
Bharti Hexacom Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIHEXA	3%	₹221 Cr	1,376,584

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 (₹10,772 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.69% (bottom quartile).
3Y return: 22.34% (top quartile).
1Y return: 2.31% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 1.21 (lower mid).
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 The Federal Bank Ltd (~6.2%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (31 Mar 26)	₹156.46
Net Assets (Cr)	₹10,772 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	1.21
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 Mar 21	₹10,000
31 Mar 22	₹12,350
31 Mar 23	₹12,332
31 Mar 24	₹18,622
31 Mar 25	₹22,070
31 Mar 26	₹22,580

Invesco India Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 31 Mar 26

Duration	Returns
1 Month	-11.8%
3 Month	-14.7%
6 Month	-11.7%
1 Year	2.3%
3 Year	22.3%
5 Year	17.7%
10 Year
15 Year
Since launch	15.6%

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	2.31 Yr.

Data below for Invesco India Mid Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	34.98%
Health Care	19.6%
Consumer Cyclical	17.71%
Industrials	9.84%
Real Estate	7.99%
Technology	5.07%
Basic Materials	4.16%

Asset Allocation

Asset Class	Value
Cash	0.65%
Equity	99.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	6%	₹669 Cr	22,304,132
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| AUBANK	5%	₹569 Cr	5,936,790
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	5%	₹538 Cr	3,865,599 ↑ 311,192
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Dec 22 \| MAXHEALTH	5%	₹521 Cr	4,774,196
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	5%	₹514 Cr	1,899,237 ↑ 380,004
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹495 Cr	16,397,045 ↑ 1,466,599
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	4%	₹479 Cr	16,854,973
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| MFSL	4%	₹448 Cr	2,468,180
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	4%	₹442 Cr	3,883,813 ↑ 645,247
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Apr 24 \| INDIGO	4%	₹432 Cr	895,333 ↑ 81,321

7. 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 (₹37,424 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.50% (bottom quartile).
3Y return: 14.12% (bottom quartile).
1Y return: -2.43% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.86 (lower mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~4.2%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund Growth
Launch Date	3 Apr 08
NAV (31 Mar 26)	₹118.361 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹37,424 on 28 Feb 26
Category	Equity - Small Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	0.86
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 Mar 21	₹10,000
31 Mar 22	₹13,435
31 Mar 23	₹15,069
31 Mar 24	₹22,261
31 Mar 25	₹22,951
31 Mar 26	₹22,395

HDFC Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 31 Mar 26

Duration	Returns
1 Month	-11.6%
3 Month	-14.4%
6 Month	-15.3%
1 Year	-2.4%
3 Year	14.1%
5 Year	17.5%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-0.6%
2023	20.4%
2022	44.8%
2021	4.6%
2020	64.9%
2019	20.2%
2018	-9.5%
2017	-8.1%
2016	60.8%
2015	5.4%

Fund Manager information for HDFC Small Cap Fund

Name	Since	Tenure
Chirag Setalvad	28 Jun 14	11.68 Yr.
Dhruv Muchhal	22 Jun 23	2.69 Yr.

Data below for HDFC Small Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Industrials	22.97%
Consumer Cyclical	20.17%
Financial Services	13.84%
Health Care	11.71%
Technology	9.89%
Basic Materials	7.46%
Consumer Defensive	4.29%
Communication Services	1.6%

Asset Allocation

Asset Class	Value
Cash	8.07%
Equity	91.93%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Jun 19 \| ASTERDM	4%	₹1,575 Cr	24,067,031 ↑ 139,897
Bank of Baroda (Financial Services) Equity, Since 31 Mar 19 \| BANKBARODA	4%	₹1,508 Cr	46,828,792
Firstsource Solutions Ltd (Technology) Equity, Since 31 Mar 18 \| FSL	3%	₹1,197 Cr	56,160,355 ↑ 895,993
eClerx Services Ltd (Technology) Equity, Since 31 Mar 18 \| ECLERX	3%	₹967 Cr	3,046,989 ↑ 45,000
Indian Bank (Financial Services) Equity, Since 31 Jul 16 \| INDIANB	3%	₹960 Cr	9,688,128
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| GABRIEL	2%	₹928 Cr	9,293,189 ↑ 50,000
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	2%	₹897 Cr	6,601,945 ↑ 45,294
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 23 \| FORTIS	2%	₹890 Cr	9,440,132
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Jul 23 \| 543308	2%	₹830 Cr	11,133,566 ↑ 6,400
Great Eastern Shipping Co Ltd (Industrials) Equity, Since 31 Jan 15 \| GESHIP	2%	₹700 Cr	5,229,582

మిడ్ & స్మాల్ క్యాప్ ఫండ్స్‌లో ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?

Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.

మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి

పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!

ప్రారంభించడానికి

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.