بہترین سمال اور مڈ کیپ ایکویٹی میوچل فنڈز 2022

Updated on May 10, 2026 , 3501 views

درمیانی اور چھوٹی ٹوپیباہمی چندہ طویل مدت میں اچھے منافع کی فراہمی کی صلاحیت کی وجہ سے ایک معروف منصوبہ ہے۔ ان فنڈز کو طویل مدتی سرمایہ کاری کے اہداف کے لیے دولت کی تخلیق کے بہترین ٹولز میں سے ایک سمجھا جاتا ہے۔ سرمایہ کار اپنے مختلف مقاصد کی منصوبہ بندی کر سکتے ہیں جیسےریٹائرمنٹ پلاننگ، بچے کی اعلیٰ تعلیم یا مکان/گاڑی وغیرہ کی خریداریسمال کیپ فنڈز میوچل فنڈز کی ایک قسم ہے جو درمیانی سے چھوٹے سائز کی کمپنیوں کے اسٹاک میں سرمایہ کاری کرتی ہے۔

ان فنڈز کو عام طور پر ایک کے ساتھ فرموں کے طور پر بیان کیا جاتا ہے۔مارکیٹ کیپٹلائزیشن (MC = کمپنی کی طرف سے جاری کردہ حصص کی تعداد X مارکیٹ قیمت فی حصص) INR 1000-500 کروڑ۔ روایتی طور پر، مڈ کیپس درمیانے درجے کی کمپنیاں ہوتی ہیں، جو اگر اچھی طرح سے چلتی ہیں اور ان کے پاس اچھی کاروباری حکمت عملی ہوتی ہے تو وہ کل کے لیڈر یا بڑے کیپ بن جاتی ہیں۔ حقیقت میں،درمیانی ٹوپی سٹاک نے سال 2015 میں لاج کیپ اور سمال کیپ دونوں اسٹاکس کو پیچھے چھوڑ دیا، جس کی وجہ سود کی کم شرح، کم لاگت، اور اس میں بہتری ہے۔سرمایہ کمی بی ایس ای مڈ کیپ اور بی ایس ای سمال کیپ انڈیکس میں بالترتیب 7.43% اور 6.76% اضافہ ہوا، جب کہ اسی مدت کے دوران بی ایس ای سینسیکس 5.03% گر گیا۔

وہ سرمایہ کار جو مڈ اور سمال کیپ فنڈز میں سرمایہ کاری کرنے کے خواہشمند ہیں، ذیل میں 2500 کروڑ سے زیادہ کے AUM سائز کے ساتھ سرفہرست کارکردگی کا مظاہرہ کرنے والے فنڈز ہیں۔

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2022 میں سرمایہ کاری کے لیے ٹاپ 6 بہترین سمال اینڈ مڈ کیپ فنڈز

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
TATA Mid Cap Growth Fund Growth	₹439.949 ↓ -11.16	₹4,993	-1.8	-1.8	8.9	19.9	17.1	5.8
Sundaram Small Cap Fund Growth	₹270.224 ↓ -6.45	₹2,983	3.7	1.7	12.5	19.9	18.7	0.4
Aditya Birla Sun Life Small Cap Fund Growth	₹88.7621 ↓ -2.33	₹4,449	3.2	1.1	11.4	17.7	14.6	-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26

Research Highlights & Commentary of 3 Funds showcased

Commentary	TATA Mid Cap Growth Fund	Sundaram Small Cap Fund	Aditya Birla Sun Life Small Cap Fund
Point 1	Highest AUM (₹4,993 Cr).	Bottom quartile AUM (₹2,983 Cr).	Lower mid AUM (₹4,449 Cr).
Point 2	Oldest track record among peers (31 yrs).	Established history (21+ yrs).	Established history (18+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 3★ (lower mid).	Top rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 17.09% (lower mid).	5Y return: 18.74% (upper mid).	5Y return: 14.56% (bottom quartile).
Point 6	3Y return: 19.94% (upper mid).	3Y return: 19.90% (lower mid).	3Y return: 17.71% (bottom quartile).
Point 7	1Y return: 8.92% (bottom quartile).	1Y return: 12.53% (upper mid).	1Y return: 11.44% (lower mid).
Point 8	Alpha: -0.90 (bottom quartile).	Alpha: 4.51 (upper mid).	Alpha: 0.00 (lower mid).
Point 9	Sharpe: -0.18 (upper mid).	Sharpe: -0.20 (lower mid).	Sharpe: -0.21 (bottom quartile).
Point 10	Information ratio: -0.59 (bottom quartile).	Information ratio: -0.39 (lower mid).	Information ratio: 0.00 (upper mid).

TATA Mid Cap Growth Fund

Highest AUM (₹4,993 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.09% (lower mid).
3Y return: 19.94% (upper mid).
1Y return: 8.92% (bottom quartile).
Alpha: -0.90 (bottom quartile).
Sharpe: -0.18 (upper mid).
Information ratio: -0.59 (bottom quartile).

Sundaram Small Cap Fund

Bottom quartile AUM (₹2,983 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.74% (upper mid).
3Y return: 19.90% (lower mid).
1Y return: 12.53% (upper mid).
Alpha: 4.51 (upper mid).
Sharpe: -0.20 (lower mid).
Information ratio: -0.39 (lower mid).

Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹4,449 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.56% (bottom quartile).
3Y return: 17.71% (bottom quartile).
1Y return: 11.44% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.21 (bottom quartile).
Information ratio: 0.00 (upper mid).

*فنڈز کی اوپر کی فہرست میں 2,500 کروڑ سے زیادہ کے خالص اثاثے ہیں۔ پر ترتیب دیا گیاآخری 3 سال کی واپسی۔.

1. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

Research Highlights for TATA Mid Cap Growth Fund

Highest AUM (₹4,993 Cr).
Oldest track record among peers (31 yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.09% (lower mid).
3Y return: 19.94% (upper mid).
1Y return: 8.92% (bottom quartile).
Alpha: -0.90 (bottom quartile).
Sharpe: -0.18 (upper mid).
Information ratio: -0.59 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Mankind Pharma Ltd (~3.2%).

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund Growth
Launch Date	1 Jul 94
NAV (12 May 26)	₹439.949 ↓ -11.16 (-2.47 %)
Net Assets (Cr)	₹4,993 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	-0.18
Information Ratio	-0.59
Alpha Ratio	-0.9
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,046
30 Apr 23	₹12,572
30 Apr 24	₹19,642
30 Apr 25	₹20,147
30 Apr 26	₹22,200

TATA Mid Cap Growth 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 TATA Mid Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	1.8%
3 Month	-1.8%
6 Month	-1.8%
1 Year	8.9%
3 Year	19.9%
5 Year	17.1%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.8%
2023	22.7%
2022	40.5%
2021	0.6%
2020	40%
2019	24.3%
2018	6.5%
2017	-13%
2016	49.8%
2015	-2.2%

Fund Manager information for TATA Mid Cap Growth Fund

Name	Since	Tenure
Satish Mishra	9 Mar 21	5.15 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	24.02%
Industrials	14.73%
Consumer Cyclical	12.99%
Health Care	11.34%
Basic Materials	10.66%
Technology	6.12%
Communication Services	4.16%
Consumer Defensive	3.98%
Real Estate	2.75%
Utility	1.68%
Energy	1.2%

Asset Allocation

Asset Class	Value
Cash	6.37%
Equity	93.63%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Mankind Pharma Ltd (Healthcare) Equity, Since 31 Dec 25 \| MANKIND	3%	₹180 Cr	800,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 May 18 \| FEDERALBNK	3%	₹172 Cr	6,000,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 22 \| 500103	3%	₹163 Cr	4,618,139 ↑ 2,000,000
Indian Bank (Financial Services) Equity, Since 31 Oct 21 \| 532814	3%	₹156 Cr	1,835,455
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| INDUSINDBK	3%	₹156 Cr	1,700,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| 540611	3%	₹152 Cr	1,500,000
Max Financial Services Ltd (Financial Services) Equity, Since 30 Nov 23 \| 500271	3%	₹151 Cr	950,000
UPL Ltd (Basic Materials) Equity, Since 31 Oct 24 \| UPL	3%	₹148 Cr	2,300,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 May 25 \| 532296	3%	₹144 Cr	600,000
Marico Ltd (Consumer Defensive) Equity, Since 30 Sep 25 \| 531642	2%	₹136 Cr	1,750,000

2. Sundaram Small Cap Fund

(Erstwhile Sundaram SMILE Fund)

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

Research Highlights for Sundaram Small Cap Fund

Bottom quartile AUM (₹2,983 Cr).
Established history (21+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.74% (upper mid).
3Y return: 19.90% (lower mid).
1Y return: 12.53% (upper mid).
Alpha: 4.51 (upper mid).
Sharpe: -0.20 (lower mid).
Information ratio: -0.39 (lower mid).
Top sector: Consumer Cyclical.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding MTAR Technologies Ltd (~4.1%).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund Growth
Launch Date	15 Feb 05
NAV (12 May 26)	₹270.224 ↓ -6.45 (-2.33 %)
Net Assets (Cr)	₹2,983 on 31 Mar 26
Category	Equity - Small Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.94
Sharpe Ratio	-0.2
Information Ratio	-0.39
Alpha Ratio	4.51
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,810
30 Apr 23	₹13,645
30 Apr 24	₹20,639
30 Apr 25	₹20,652
30 Apr 26	₹23,903

Sundaram Small 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 Sundaram Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	6.8%
3 Month	3.7%
6 Month	1.7%
1 Year	12.5%
3 Year	19.9%
5 Year	18.7%
10 Year
15 Year
Since launch	16.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.4%
2023	19.1%
2022	45.3%
2021	-2.1%
2020	60.3%
2019	26.2%
2018	-6.1%
2017	-29.2%
2016	55.6%
2015	-0.1%

Fund Manager information for Sundaram Small Cap Fund

Name	Since	Tenure
Rohit Seksaria	1 Nov 22	3.5 Yr.

Data below for Sundaram Small Cap Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.48%
Industrials	19.68%
Financial Services	18.97%
Health Care	12.65%
Basic Materials	8.52%
Communication Services	4.99%
Technology	3.5%
Consumer Defensive	2.86%
Real Estate	2.1%
Utility	1%

Asset Allocation

Asset Class	Value
Cash	4.15%
Equity	95.75%
Debt	0.1%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
MTAR Technologies Ltd (Industrials) Equity, Since 31 Dec 24 \| MTARTECH	4%	₹121 Cr	349,511 ↓ -3,078
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	4%	₹113 Cr	1,681,362
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543387	3%	₹90 Cr	577,256
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	3%	₹86 Cr	594,278 ↑ 24,633
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jul 24 \| EIDPARRY	3%	₹81 Cr	1,045,263 ↑ 38,877
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| 543320	3%	₹76 Cr	3,324,013 ↑ 481,686
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	3%	₹75 Cr	992,680
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	2%	₹74 Cr	106,539
DCB Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| DCBBANK	2%	₹70 Cr	4,443,809
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| 543417	2%	₹67 Cr	1,534,556 ↑ 32,858

3. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

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

Research Highlights for Aditya Birla Sun Life Small Cap Fund

Lower mid AUM (₹4,449 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.56% (bottom quartile).
3Y return: 17.71% (bottom quartile).
1Y return: 11.44% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.21 (bottom quartile).
Information ratio: 0.00 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Navin Fluorine International Ltd (~3.0%).

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

Aditya Birla Sun Life Small Cap Fund Growth
Launch Date	31 May 07
NAV (12 May 26)	₹88.7621 ↓ -2.33 (-2.56 %)
Net Assets (Cr)	₹4,449 on 31 Mar 26
Category	Equity - Small Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	-0.21
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,739
30 Apr 23	₹11,873
30 Apr 24	₹17,901
30 Apr 25	₹17,616
30 Apr 26	₹20,224

Aditya Birla Sun Life Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Aditya Birla Sun Life Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	6.6%
3 Month	3.2%
6 Month	1.1%
1 Year	11.4%
3 Year	17.7%
5 Year	14.6%
10 Year
15 Year
Since launch	12.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-3.7%
2023	21.5%
2022	39.4%
2021	-6.5%
2020	51.4%
2019	19.8%
2018	-11.5%
2017	-22.6%
2016	56.7%
2015	9.7%

Fund Manager information for Aditya Birla Sun Life Small Cap Fund

Name	Since	Tenure
Abhinav Khandelwal	31 Oct 24	1.5 Yr.
Dhaval Joshi	21 Nov 22	3.44 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	20.97%
Consumer Cyclical	16.63%
Industrials	14.59%
Health Care	12.84%
Basic Materials	11.5%
Consumer Defensive	8.52%
Real Estate	4.06%
Technology	2.78%
Utility	1.57%

Asset Allocation

Asset Class	Value
Cash	6.55%
Equity	93.45%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jul 20 \| NAVINFLUOR	3%	₹157 Cr	230,000
TD Power Systems Ltd (Industrials) Equity, Since 30 Jun 23 \| TDPOWERSYS	3%	₹151 Cr	1,312,944
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Dec 24 \| MCX	3%	₹142 Cr	478,000
Sai Life Sciences Ltd (Healthcare) Equity, Since 30 Jun 25 \| SAILIFE	3%	₹138 Cr	1,286,665
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 31 May 20 \| CCL	2%	₹120 Cr	1,060,480 ↓ -18,345
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Aug 24 \| PNBHOUSING	2%	₹113 Cr	1,081,130
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 31 May 20 \| RADICO	2%	₹112 Cr	327,373 ↑ 28,225
Arvind Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| 500101	2%	₹105 Cr	2,642,013
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services) Equity, Since 31 Mar 25 \| UJJIVANSFB	2%	₹97 Cr	17,107,129
Shaily Engineering Plastics Ltd (Basic Materials) Equity, Since 31 Oct 25 \| 501423	2%	₹91 Cr	360,000 ↑ 55,000

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔