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

Updated on November 4, 2025 , 18107 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 (%)
Nippon India Small Cap Fund Growth	₹169.044 ↓ -2.58	₹64,821	1.3	10.8	-5.8	22.2	31.9	26.1
Motilal Oswal Midcap 30 Fund Growth	₹102.789 ↓ -0.62	₹34,780	1.5	8.3	-3.8	24.5	31.4	57.1
HDFC Small Cap Fund Growth	₹142.379 ↓ -1.82	₹36,294	2.2	17.2	0	22.3	29.9	20.4
HDFC Mid-Cap Opportunities Fund Growth	₹200.442 ↓ -2.13	₹83,105	5.6	13.3	6.1	25.1	28.7	28.6
Edelweiss Mid Cap Fund Growth	₹102.417 ↓ -1.24	₹11,297	3.7	11.1	3.2	23.8	28	38.9
Franklin India Smaller Companies Fund Growth	₹170.068 ↓ -2.18	₹13,302	1.3	8.5	-6.3	21	27.9	23.2
Invesco India Mid Cap Fund Growth	₹183.99 ↓ -1.27	₹8,062	3.6	17.6	10.9	27	27.4	43.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 25

Research Highlights & Commentary of 7 Funds showcased

Commentary	Nippon India Small Cap Fund	Motilal Oswal Midcap 30 Fund	HDFC Small Cap Fund	HDFC Mid-Cap Opportunities Fund	Edelweiss Mid Cap Fund	Franklin India Smaller Companies Fund	Invesco India Mid Cap Fund
Point 1	Upper mid AUM (₹64,821 Cr).	Lower mid AUM (₹34,780 Cr).	Upper mid AUM (₹36,294 Cr).	Highest AUM (₹83,105 Cr).	Bottom quartile AUM (₹11,297 Cr).	Lower mid AUM (₹13,302 Cr).	Bottom quartile AUM (₹8,062 Cr).
Point 2	Established history (15+ yrs).	Established history (11+ yrs).	Established history (17+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Oldest track record among peers (19 yrs).	Established history (18+ yrs).
Point 3	Top rated.	Rating: 3★ (lower mid).	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 4★ (upper mid).	Rating: 2★ (bottom quartile).
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: 31.91% (top quartile).	5Y return: 31.44% (upper mid).	5Y return: 29.88% (upper mid).	5Y return: 28.69% (lower mid).	5Y return: 27.96% (lower mid).	5Y return: 27.87% (bottom quartile).	5Y return: 27.39% (bottom quartile).
Point 6	3Y return: 22.19% (bottom quartile).	3Y return: 24.54% (upper mid).	3Y return: 22.29% (lower mid).	3Y return: 25.12% (upper mid).	3Y return: 23.80% (lower mid).	3Y return: 21.04% (bottom quartile).	3Y return: 26.97% (top quartile).
Point 7	1Y return: -5.76% (bottom quartile).	1Y return: -3.84% (lower mid).	1Y return: 0.00% (lower mid).	1Y return: 6.10% (upper mid).	1Y return: 3.20% (upper mid).	1Y return: -6.32% (bottom quartile).	1Y return: 10.92% (top quartile).
Point 8	Alpha: -2.55 (bottom quartile).	Alpha: 4.99 (top quartile).	Alpha: 0.00 (lower mid).	Alpha: 3.39 (upper mid).	Alpha: 3.95 (upper mid).	Alpha: -5.08 (bottom quartile).	Alpha: 0.00 (lower mid).
Point 9	Sharpe: -0.65 (bottom quartile).	Sharpe: -0.18 (upper mid).	Sharpe: -0.33 (lower mid).	Sharpe: -0.28 (lower mid).	Sharpe: -0.28 (upper mid).	Sharpe: -0.76 (bottom quartile).	Sharpe: 0.14 (top quartile).
Point 10	Information ratio: 0.10 (lower mid).	Information ratio: 0.57 (upper mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.88 (top quartile).	Information ratio: 0.39 (upper mid).	Information ratio: 0.02 (lower mid).	Information ratio: 0.00 (bottom quartile).

Nippon India Small Cap Fund

Upper mid AUM (₹64,821 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 31.91% (top quartile).
3Y return: 22.19% (bottom quartile).
1Y return: -5.76% (bottom quartile).
Alpha: -2.55 (bottom quartile).
Sharpe: -0.65 (bottom quartile).
Information ratio: 0.10 (lower mid).

Motilal Oswal Midcap 30 Fund

Lower mid AUM (₹34,780 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 31.44% (upper mid).
3Y return: 24.54% (upper mid).
1Y return: -3.84% (lower mid).
Alpha: 4.99 (top quartile).
Sharpe: -0.18 (upper mid).
Information ratio: 0.57 (upper mid).

HDFC Small Cap Fund

Upper mid AUM (₹36,294 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 29.88% (upper mid).
3Y return: 22.29% (lower mid).
1Y return: 0.00% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.33 (lower mid).
Information ratio: 0.00 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹83,105 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 28.69% (lower mid).
3Y return: 25.12% (upper mid).
1Y return: 6.10% (upper mid).
Alpha: 3.39 (upper mid).
Sharpe: -0.28 (lower mid).
Information ratio: 0.88 (top quartile).

Edelweiss Mid Cap Fund

Bottom quartile AUM (₹11,297 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 27.96% (lower mid).
3Y return: 23.80% (lower mid).
1Y return: 3.20% (upper mid).
Alpha: 3.95 (upper mid).
Sharpe: -0.28 (upper mid).
Information ratio: 0.39 (upper mid).

Franklin India Smaller Companies Fund

Lower mid AUM (₹13,302 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 27.87% (bottom quartile).
3Y return: 21.04% (bottom quartile).
1Y return: -6.32% (bottom quartile).
Alpha: -5.08 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: 0.02 (lower mid).

Invesco India Mid Cap Fund

Bottom quartile AUM (₹8,062 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 27.39% (bottom quartile).
3Y return: 26.97% (top quartile).
1Y return: 10.92% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.14 (top quartile).
Information ratio: 0.00 (bottom quartile).

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

1. 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 (₹64,821 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 31.91% (top quartile).
3Y return: 22.19% (bottom quartile).
1Y return: -5.76% (bottom quartile).
Alpha: -2.55 (bottom quartile).
Sharpe: -0.65 (bottom quartile).
Information ratio: 0.10 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding Multi Commodity Exchange of India Ltd (~2.2%).

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (06 Nov 25)	₹169.044 ↓ -2.58 (-1.50 %)
Net Assets (Cr)	₹64,821 on 31 Aug 25
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.44
Sharpe Ratio	-0.65
Information Ratio	0.1
Alpha Ratio	-2.55
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 ₹657,502.
Net Profit of ₹357,502 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 6 Nov 25

Duration	Returns
1 Month	0.2%
3 Month	1.3%
6 Month	10.8%
1 Year	-5.8%
3 Year	22.2%
5 Year	31.9%
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	8.75 Yr.
Kinjal Desai	25 May 18	7.36 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	20.82%
Consumer Cyclical	15.14%
Financial Services	14.81%
Basic Materials	12.07%
Consumer Defensive	9.3%
Health Care	8.98%
Technology	7.7%
Utility	2.67%
Energy	1.51%
Communication Services	1.42%
Real Estate	0.53%

Asset Allocation

Asset Class	Value
Cash	4.9%
Equity	95.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	2%	₹1,443 Cr	1,851,010
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,265 Cr	13,300,000
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Oct 12 \| KIRLOSBROS	1%	₹863 Cr	4,472,130
Karur Vysya Bank Ltd (Financial Services) Equity, Since 28 Feb 17 \| 590003	1%	₹804 Cr	38,140,874
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹794 Cr	9,100,000
NLC India Ltd (Utilities) Equity, Since 31 Oct 22 \| NLCINDIA	1%	₹776 Cr	27,190,940
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Apr 18 \| TIINDIA	1%	₹774 Cr	2,499,222
Zydus Wellness Ltd (Consumer Defensive) Equity, Since 31 Aug 16 \| ZYDUSWELL	1%	₹770 Cr	16,848,030
Paradeep Phosphates Ltd (Basic Materials) Equity, Since 31 May 22 \| 543530	1%	₹747 Cr	38,089,109
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	1%	₹736 Cr	899,271

2. 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 (₹34,780 Cr).
Established history (11+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 31.44% (upper mid).
3Y return: 24.54% (upper mid).
1Y return: -3.84% (lower mid).
Alpha: 4.99 (top quartile).
Sharpe: -0.18 (upper mid).
Information ratio: 0.57 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~91%).
Largest holding Dixon Technologies (India) Ltd (~9.6%).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (06 Nov 25)	₹102.789 ↓ -0.62 (-0.60 %)
Net Assets (Cr)	₹34,780 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.18
Information Ratio	0.57
Alpha Ratio	4.99
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 ₹657,502.
Net Profit of ₹357,502 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 6 Nov 25

Duration	Returns
1 Month	0.1%
3 Month	1.5%
6 Month	8.3%
1 Year	-3.8%
3 Year	24.5%
5 Year	31.4%
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 Yr.
Niket Shah	1 Jul 20	5.25 Yr.
Rakesh Shetty	22 Nov 22	2.86 Yr.
Sunil Sawant	1 Jul 24	1.25 Yr.

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

Equity Sector Allocation

Sector	Value
Technology	35.03%
Consumer Cyclical	23.94%
Industrials	21.59%
Communication Services	3.22%
Financial Services	3.15%
Real Estate	2.39%
Health Care	1.69%

Asset Allocation

Asset Class	Value
Cash	8.99%
Equity	91.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	10%	₹3,326 Cr	2,037,521 ↓ -62,478
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543320	9%	₹3,255 Cr	100,000,000
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	9%	₹3,142 Cr	19,750,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	8%	₹2,894 Cr	6,000,000 ↑ 500,000
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	8%	₹2,810 Cr	25,000,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	8%	₹2,726 Cr	60,000,000
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| 500251	7%	₹2,339 Cr	4,999,694 ↓ -1,000,306
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	7%	₹2,295 Cr	3,150,000 ↑ 100,000
Kaynes Technology India Ltd (Industrials) Equity, Since 30 Jun 25 \| KAYNES	5%	₹1,657 Cr	2,350,000 ↑ 250,000
KEI Industries Ltd (Industrials) Equity, Since 30 Nov 24 \| KEI	5%	₹1,625 Cr	4,000,000 ↑ 250,000

3. 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 (₹36,294 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 29.88% (upper mid).
3Y return: 22.29% (lower mid).
1Y return: 0.00% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.33 (lower mid).
Information ratio: 0.00 (bottom quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~90%).
Largest holding Firstsource Solutions Ltd (~4.9%).

Below is the key information for HDFC Small Cap Fund

HDFC Small Cap Fund Growth
Launch Date	3 Apr 08
NAV (06 Nov 25)	₹142.379 ↓ -1.82 (-1.26 %)
Net Assets (Cr)	₹36,294 on 31 Aug 25
Category	Equity - Small Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.58
Sharpe Ratio	-0.33
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 ₹627,226.
Net Profit of ₹327,226 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 6 Nov 25

Duration	Returns
1 Month	0.4%
3 Month	2.2%
6 Month	17.2%
1 Year	0%
3 Year	22.3%
5 Year	29.9%
10 Year
15 Year
Since launch	16.3%

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	11.27 Yr.
Dhruv Muchhal	22 Jun 23	2.28 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	22.54%
Consumer Cyclical	19.02%
Technology	12.85%
Health Care	12.29%
Financial Services	11.35%
Basic Materials	7.07%
Consumer Defensive	2.9%
Communication Services	1.79%

Asset Allocation

Asset Class	Value
Cash	10.19%
Equity	89.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Firstsource Solutions Ltd (Technology) Equity, Since 31 Mar 18 \| FSL	5%	₹1,806 Cr	54,953,617 ↑ 341,783
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Jun 19 \| 540975	4%	₹1,513 Cr	24,129,059 ↑ 1,925
eClerx Services Ltd (Technology) Equity, Since 31 Mar 18 \| ECLERX	4%	₹1,479 Cr	3,688,859 ↓ -80,224
Bank of Baroda (Financial Services) Equity, Since 31 Mar 19 \| 532134	3%	₹1,211 Cr	46,817,927 ↓ -10,865
Gabriel India Ltd (Consumer Cyclical) Equity, Since 31 Oct 18 \| GABRIEL	3%	₹1,167 Cr	9,890,488 ↓ -1,049,702
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| 540596	3%	₹1,005 Cr	6,326,172 ↑ 248,248
Fortis Healthcare Ltd (Healthcare) Equity, Since 31 Jul 23 \| 532843	3%	₹977 Cr	10,068,979 ↓ -4,153
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Jul 23 \| 543308	2%	₹779 Cr
Sudarshan Chemical Industries Ltd (Basic Materials) Equity, Since 29 Feb 24 \| 506655	2%	₹772 Cr	5,789,635 ↑ 22,455
Indian Bank (Financial Services) Equity, Since 31 Jul 16 \| 532814	2%	₹727 Cr	9,682,969 ↓ -5,159

4. 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 (₹83,105 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 28.69% (lower mid).
3Y return: 25.12% (upper mid).
1Y return: 6.10% (upper mid).
Alpha: 3.39 (upper mid).
Sharpe: -0.28 (lower mid).
Information ratio: 0.88 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Max Financial Services Ltd (~4.8%).

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

HDFC Mid-Cap Opportunities Fund Growth
Launch Date	25 Jun 07
NAV (06 Nov 25)	₹200.442 ↓ -2.13 (-1.05 %)
Net Assets (Cr)	₹83,105 on 31 Aug 25
Category	Equity - Mid Cap
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.4
Sharpe Ratio	-0.28
Information Ratio	0.88
Alpha Ratio	3.39
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 ₹612,552.
Net Profit of ₹312,552 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 6 Nov 25

Duration	Returns
1 Month	2.6%
3 Month	5.6%
6 Month	13.3%
1 Year	6.1%
3 Year	25.1%
5 Year	28.7%
10 Year
15 Year
Since launch	17.7%

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	18.28 Yr.
Dhruv Muchhal	22 Jun 23	2.28 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	24.7%
Consumer Cyclical	17.92%
Health Care	12.55%
Industrials	10.55%
Technology	9.82%
Consumer Defensive	5.67%
Basic Materials	5.54%
Energy	2.9%
Communication Services	2.73%
Utility	1.24%

Asset Allocation

Asset Class	Value
Cash	6.37%
Equity	93.63%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Financial Services Ltd (Financial Services) Equity, Since 31 Oct 14 \| 500271	5%	₹4,040 Cr	25,647,718 ↑ 8,951
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| BALKRISIND	4%	₹3,006 Cr	13,097,471 ↑ 50,000
Indian Bank (Financial Services) Equity, Since 31 Oct 11 \| 532814	3%	₹2,767 Cr	36,834,856 ↓ -19,626
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Nov 23 \| 532843	3%	₹2,699 Cr	27,822,569 ↑ 802,357
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	3%	₹2,685 Cr	36,704,929 ↑ 1,497,926
Coforge Ltd (Technology) Equity, Since 30 Jun 22 \| COFORGE	3%	₹2,485 Cr	15,622,564 ↑ 201,964
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| FEDERALBNK	3%	₹2,466 Cr	127,824,999 ↓ -01
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 21 \| HINDPETRO	3%	₹2,462 Cr	55,530,830
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 18 \| 532296	3%	₹2,435 Cr	12,470,138 ↑ 75,935
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jul 07 \| 524494	3%	₹2,377 Cr	17,718,376 ↑ 83,465

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 (₹11,297 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 27.96% (lower mid).
3Y return: 23.80% (lower mid).
1Y return: 3.20% (upper mid).
Alpha: 3.95 (upper mid).
Sharpe: -0.28 (upper mid).
Information ratio: 0.39 (upper mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Max Healthcare Institute Ltd Ordinary Shares (~3.1%).

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (06 Nov 25)	₹102.417 ↓ -1.24 (-1.20 %)
Net Assets (Cr)	₹11,297 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.75
Sharpe Ratio	-0.28
Information Ratio	0.39
Alpha Ratio	3.95
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 ₹598,181.
Net Profit of ₹298,181 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 6 Nov 25

Duration	Returns
1 Month	1.3%
3 Month	3.7%
6 Month	11.1%
1 Year	3.2%
3 Year	23.8%
5 Year	28%
10 Year
15 Year
Since launch	13.9%

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	0.96 Yr.
Trideep Bhattacharya	1 Oct 21	4 Yr.
Raj Koradia	1 Aug 24	1.17 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	24.25%
Industrials	14.71%
Consumer Cyclical	14.24%
Basic Materials	11.05%
Health Care	10.47%
Technology	9.68%
Consumer Defensive	4.53%
Real Estate	2.71%
Energy	2.41%
Communication Services	1.78%
Utility	0.57%

Asset Allocation

Asset Class	Value
Cash	3.58%
Equity	96.38%
Debt	0.03%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 21 \| MAXHEALTH	3%	₹360 Cr	3,233,799 ↑ 251,963
Coforge Ltd (Technology) Equity, Since 30 Jun 23 \| COFORGE	3%	₹315 Cr	1,978,522 ↑ 69,827
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	2%	₹284 Cr	588,550 ↓ -73,481
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532843	2%	₹278 Cr	2,865,466
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹265 Cr	1,559,919
UNO Minda Ltd (Consumer Cyclical) Equity, Since 31 Aug 17 \| UNOMINDA	2%	₹257 Cr	1,981,889
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| 532814	2%	₹252 Cr	3,355,391 ↓ -41,615
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	2%	₹241 Cr	180,547
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jan 20 \| DIXON	2%	₹240 Cr	146,827
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 May 24 \| 500093	2%	₹238 Cr	3,218,245

6. 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 (₹13,302 Cr).
Oldest track record among peers (19 yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 27.87% (bottom quartile).
3Y return: 21.04% (bottom quartile).
1Y return: -6.32% (bottom quartile).
Alpha: -5.08 (bottom quartile).
Sharpe: -0.76 (bottom quartile).
Information ratio: 0.02 (lower mid).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
High-quality debt (AAA/AA ~100%).
Largest holding Aster DM Healthcare Ltd Ordinary Shares (~3.2%).

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund Growth
Launch Date	13 Jan 06
NAV (06 Nov 25)	₹170.068 ↓ -2.18 (-1.27 %)
Net Assets (Cr)	₹13,302 on 31 Aug 25
Category	Equity - Small Cap
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	-0.76
Information Ratio	0.02
Alpha Ratio	-5.08
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 ₹598,181.
Net Profit of ₹298,181 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 6 Nov 25

Duration	Returns
1 Month	1.3%
3 Month	1.3%
6 Month	8.5%
1 Year	-6.3%
3 Year	21%
5 Year	27.9%
10 Year
15 Year
Since launch	15.4%

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	14.67 Yr.
Sandeep Manam	18 Oct 21	3.96 Yr.
Akhil Kalluri	8 Sep 22	3.07 Yr.

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

Equity Sector Allocation

Sector	Value
Consumer Cyclical	19.1%
Industrials	16.67%
Financial Services	16.38%
Health Care	11.71%
Basic Materials	10.39%
Technology	7.13%
Real Estate	4.37%
Consumer Defensive	3.84%
Utility	3.14%
Energy	0.99%

Asset Allocation

Asset Class	Value
Cash	5.5%
Equity	94.34%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Jul 23 \| ASTERDM	3%	₹422 Cr	6,729,408
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Jun 14 \| 532929	3%	₹347 Cr	3,868,691
Syrma SGS Technology Ltd (Technology) Equity, Since 31 Aug 22 \| SYRMA	2%	₹309 Cr	4,023,411
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 30 Sep 19 \| ERIS	2%	₹296 Cr	1,866,828
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 30 Apr 19 \| CCL	2%	₹276 Cr	3,260,279
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Oct 20 \| EQUITASBNK	2%	₹275 Cr	48,064,081
Deepak Nitrite Ltd (Basic Materials) Equity, Since 31 Jan 16 \| DEEPAKNTR	2%	₹255 Cr	1,387,967
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 14 \| JBCHEPHARM	2%	₹248 Cr	1,448,723
Zensar Technologies Ltd (Technology) Equity, Since 28 Feb 23 \| ZENSARTECH	2%	₹246 Cr	3,220,340
Sobha Ltd (Real Estate) Equity, Since 31 Mar 12 \| SOBHA	2%	₹233 Cr	1,513,099

7. 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 (₹8,062 Cr).
Established history (18+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 27.39% (bottom quartile).
3Y return: 26.97% (top quartile).
1Y return: 10.92% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.14 (top quartile).
Information ratio: 0.00 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding Swiggy Ltd (~5.1%).

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund Growth
Launch Date	19 Apr 07
NAV (06 Nov 25)	₹183.99 ↓ -1.27 (-0.69 %)
Net Assets (Cr)	₹8,062 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.82
Sharpe Ratio	0.14
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 ₹598,181.
Net Profit of ₹298,181 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 6 Nov 25

Duration	Returns
1 Month	1.6%
3 Month	3.6%
6 Month	17.6%
1 Year	10.9%
3 Year	27%
5 Year	27.4%
10 Year
15 Year
Since launch	17%

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	1.9 Yr.
Amit Ganatra	1 Sep 23	2.08 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	31.64%
Health Care	18.35%
Consumer Cyclical	17.8%
Industrials	9.75%
Technology	8.7%
Real Estate	7.62%
Basic Materials	4.47%
Communication Services	1.35%

Asset Allocation

Asset Class	Value
Cash	0.32%
Equity	99.68%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	5%	₹438 Cr	10,362,004 ↑ 598,276
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 Jul 25 \| 540611	5%	₹434 Cr	5,936,790 ↑ 2,043,536
L&T Finance Ltd (Financial Services) Equity, Since 31 Dec 23 \| LTF	5%	₹420 Cr	16,854,973
Prestige Estates Projects Ltd (Real Estate) Equity, Since 30 Nov 23 \| PRESTIGE	4%	₹365 Cr	2,418,811 ↑ 239,266
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	4%	₹331 Cr	2,098,631 ↑ 67,332
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| 532296	4%	₹327 Cr	1,676,417
BSE Ltd (Financial Services) Equity, Since 31 Dec 23 \| BSE	4%	₹310 Cr	1,519,233
JK Cement Ltd (Basic Materials) Equity, Since 31 Oct 22 \| JKCEMENT	4%	₹301 Cr	477,753 ↑ 14,476
Global Health Ltd (Healthcare) Equity, Since 30 Nov 23 \| MEDANTA	3%	₹289 Cr	2,201,928 ↑ 412,603
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| FEDERALBNK	3%	₹282 Cr	14,592,638

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