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7 Best Mid & Small Cap Funds for SIP Investment 2025
Mid cap and Small cap funds are a type of equity Mutual Fund that invests in stocks of companies that have a potential to be the future leaders. These funds are known for their potential deliveries in a long term period. mid cap funds invest in companies which have a Market capitalization (MC= no of shares issued by the company X market price per share) of INR 500 Cr to INR 1000 Cr. And, small caps are typically defined as firms with a market cap of around INR 500 Crore. Though, mid and small cap funds carry higher risk than large cap, these companies, if managed well, can turn into big companies in the long-run. Investors planning to invest in these funds are advised to invest via a SIP. SIP or Systematic Investment plan is the most effective way of Investing in Equity Funds. A SIP is usually a monthly or a quarterly investment that happens automatically on a pre-decided date. Due to its investment process, it can prevent from the pitfalls of equity investments. SIPs are also a great tool to make investing become a habit. So, here are the best mid and small cap funds for SIP investment to invest 2025 – 2026.
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Best Performing Mid Cap and Small Cap Funds for SIP FY 25 - 26
(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. Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on 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. HDFC Mid-Cap Opportunities Fund is a Equity - Mid Cap fund was launched on 25 Jun 07. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on (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. Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a Below is the key information for Edelweiss Mid Cap Fund Returns up to 1 year are on 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. Invesco India Mid Cap Fund is a Equity - Mid Cap fund was launched on 19 Apr 07. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on 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. Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Franklin India Prima Fund is a Equity - Mid Cap fund was launched on 1 Dec 93. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Prima Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Motilal Oswal Midcap 30 Fund Growth ₹92.6273
↓ -0.65 ₹23,704 500 -16.7 -13.9 16.9 28.3 36.7 57.1 HDFC Mid-Cap Opportunities Fund Growth ₹173.523
↓ -0.52 ₹67,579 300 -8.3 -11 10.6 24.8 34.8 28.6 Edelweiss Mid Cap Fund Growth ₹89.859
↓ -0.20 ₹7,729 500 -10.5 -12.4 17.6 22.9 35.1 38.9 Invesco India Mid Cap Fund Growth ₹152.94
↑ 0.16 ₹5,247 500 -11.4 -11.7 18.5 22.2 31.4 43.1 Nippon India Small Cap Fund Growth ₹149.859
↓ -0.12 ₹50,826 100 -14.2 -17.9 6.1 21.7 40.9 26.1 Sundaram Mid Cap Fund Growth ₹1,235.09
↓ -5.26 ₹10,451 100 -10 -13.8 12.4 21.7 30.2 32 Franklin India Prima Fund Growth ₹2,508.98
↓ -9.08 ₹10,594 500 -8.9 -11.8 16.1 21.6 29.4 31.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25 Assets >= 500 Crore & Sorted based on 3 Year CAGR Return.
1. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 22.2% since its launch. Ranked 27 in Mid Cap category. Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (28 Mar 25) ₹92.6273 ↓ -0.65 (-0.70 %) Net Assets (Cr) ₹23,704 on 28 Feb 25 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 0.43 Information Ratio 0.72 Alpha Ratio 16.87 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,725 28 Feb 22 ₹15,686 28 Feb 23 ₹18,295 29 Feb 24 ₹27,817 28 Feb 25 ₹32,165 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 4.5% 3 Month -16.7% 6 Month -13.9% 1 Year 16.9% 3 Year 28.3% 5 Year 36.7% 10 Year 15 Year Since launch 22.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 16.5% Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.41 Yr. Niket Shah 1 Jul 20 4.67 Yr. Rakesh Shetty 22 Nov 22 2.27 Yr. Sunil Sawant 1 Jul 24 0.67 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Technology 34.2% Consumer Cyclical 16.45% Industrials 14.08% Health Care 4.4% Communication Services 3.36% Utility 2.23% Real Estate 1.95% Financial Services 1.73% Asset Allocation
Asset Class Value Cash 24.38% Equity 75.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT10% ₹2,413 Cr 4,000,000
↑ 750,000 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹2,355 Cr 2,850,000
↑ 155,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL7% ₹1,761 Cr 35,000,100
↑ 1,750,100 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5002516% ₹1,507 Cr 2,620,200
↓ -379,800 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON6% ₹1,499 Cr 1,000,000
↑ 700,130 Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB5% ₹1,117 Cr 1,850,000
↓ -1,400,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH3% ₹855 Cr 8,056,130
↑ 556,130 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA3% ₹823 Cr 6,075,571
↑ 816,804 One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 5433963% ₹776 Cr 10,001,000
↑ 1,000 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Dec 24 | OFSS3% ₹699 Cr 766,376
↓ -30,591 2. HDFC Mid-Cap Opportunities Fund
CAGR/Annualized return of 17.4% since its launch. Ranked 24 in Mid Cap category. Return for 2024 was 28.6% , 2023 was 44.5% and 2022 was 12.3% . HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (28 Mar 25) ₹173.523 ↓ -0.52 (-0.30 %) Net Assets (Cr) ₹67,579 on 28 Feb 25 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.51 Sharpe Ratio -0.12 Information Ratio 0.92 Alpha Ratio 2.39 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,425 28 Feb 22 ₹16,210 28 Feb 23 ₹18,461 29 Feb 24 ₹29,041 28 Feb 25 ₹30,075 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 6.7% 3 Month -8.3% 6 Month -11% 1 Year 10.6% 3 Year 24.8% 5 Year 34.8% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 5.8% Fund Manager information for HDFC Mid-Cap Opportunities Fund
Name Since Tenure Chirag Setalvad 25 Jun 07 17.7 Yr. Dhruv Muchhal 22 Jun 23 1.69 Yr. Data below for HDFC Mid-Cap Opportunities Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 24.44% Consumer Cyclical 17.51% Health Care 11.93% Industrials 10.38% Technology 10.11% Basic Materials 6.21% Consumer Defensive 4.23% Communication Services 3.05% Energy 2.69% Utility 1.37% Asset Allocation
Asset Class Value Cash 8.07% Equity 91.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 5002714% ₹2,838 Cr 25,438,767
↑ 694,674 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 5008504% ₹2,720 Cr 35,573,103
↓ -3,566,569 Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE3% ₹2,483 Cr 3,004,120 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND3% ₹2,434 Cr 8,783,362
↑ 606,494 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK3% ₹2,393 Cr 127,825,000
↑ 1,000,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 5244943% ₹2,283 Cr 15,820,332
↑ 18,438 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 12 | PERSISTENT3% ₹2,167 Cr 3,592,735 Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 5328143% ₹2,035 Cr 36,619,529 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO3% ₹1,979 Cr 55,230,830
↑ 1,775,773 Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | 5008772% ₹1,832 Cr 41,892,187 3. Edelweiss Mid Cap Fund
CAGR/Annualized return of 13.6% since its launch. Ranked 22 in Mid Cap category. Return for 2024 was 38.9% , 2023 was 38.4% and 2022 was 2.4% . Edelweiss Mid Cap Fund
Growth Launch Date 26 Dec 07 NAV (28 Mar 25) ₹89.859 ↓ -0.20 (-0.22 %) Net Assets (Cr) ₹7,729 on 28 Feb 25 Category Equity - Mid Cap AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.86 Sharpe Ratio 0.14 Information Ratio 0.18 Alpha Ratio 8.1 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 29 Feb 20 ₹10,000 28 Feb 21 ₹14,133 28 Feb 22 ₹17,305 28 Feb 23 ₹18,450 29 Feb 24 ₹27,871 28 Feb 25 ₹30,097 Returns for Edelweiss Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 8.4% 3 Month -10.5% 6 Month -12.4% 1 Year 17.6% 3 Year 22.9% 5 Year 35.1% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 9.4% Fund Manager information for Edelweiss Mid Cap Fund
Name Since Tenure Dhruv Bhatia 14 Oct 24 0.38 Yr. Trideep Bhattacharya 1 Oct 21 3.41 Yr. Raj Koradia 1 Aug 24 0.58 Yr. Data below for Edelweiss Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 20.96% Consumer Cyclical 16.5% Industrials 14.68% Health Care 12.6% Technology 11.89% Basic Materials 7.86% Consumer Defensive 4.99% Real Estate 3.84% Communication Services 1.79% Energy 1.35% Asset Allocation
Asset Class Value Cash 3.54% Equity 96.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON4% ₹322 Cr 214,550
↑ 3,802 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT3% ₹283 Cr 468,879
↓ -102,975 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH3% ₹261 Cr 2,461,020
↑ 1,351,437 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5008503% ₹244 Cr 3,185,298
↑ 680,114 Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5002573% ₹237 Cr 1,140,343
↑ 27,563 Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 5316423% ₹223 Cr 3,318,848
↑ 1,715,413 Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE3% ₹221 Cr 267,153
↑ 6,457 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433903% ₹213 Cr 1,231,780
↑ 29,774 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS2% ₹196 Cr 192,679
↑ 4,656 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA2% ₹176 Cr 1,859,803
↑ 249,595 4. Invesco India Mid Cap Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 38 in Mid Cap category. Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% . Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (28 Mar 25) ₹152.94 ↑ 0.16 (0.10 %) Net Assets (Cr) ₹5,247 on 28 Feb 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio 0.25 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,136 28 Feb 22 ₹15,671 28 Feb 23 ₹16,374 29 Feb 24 ₹24,371 28 Feb 25 ₹26,911 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 8.3% 3 Month -11.4% 6 Month -11.7% 1 Year 18.5% 3 Year 22.2% 5 Year 31.4% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 6.4% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 1.31 Yr. Amit Ganatra 1 Sep 23 1.5 Yr. Data below for Invesco India Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 22.9% Consumer Cyclical 20.76% Health Care 16.35% Technology 10.8% Industrials 10.14% Basic Materials 9.5% Real Estate 7.14% Communication Services 1.69% Asset Allocation
Asset Class Value Cash 0.72% Equity 99.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF4% ₹245 Cr 16,854,973
↑ 3,399,885 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH4% ₹238 Cr 2,246,434 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK4% ₹234 Cr 12,506,782 Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON4% ₹233 Cr 155,335 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹232 Cr 436,534 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5002514% ₹209 Cr 363,079 JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT4% ₹208 Cr 431,234
↑ 54,676 Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE3% ₹194 Cr 234,918 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5002713% ₹188 Cr 1,684,103
↑ 300,918 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE3% ₹178 Cr 1,305,659 5. Nippon India Small Cap Fund
CAGR/Annualized return of 20.5% since its launch. Ranked 6 in Small Cap category. Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (28 Mar 25) ₹149.859 ↓ -0.12 (-0.08 %) Net Assets (Cr) ₹50,826 on 28 Feb 25 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.31 Information Ratio 0.66 Alpha Ratio 3.26 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 29 Feb 20 ₹10,000 28 Feb 21 ₹14,616 28 Feb 22 ₹20,593 28 Feb 23 ₹23,276 29 Feb 24 ₹36,606 28 Feb 25 ₹35,820 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 7.4% 3 Month -14.2% 6 Month -17.9% 1 Year 6.1% 3 Year 21.7% 5 Year 40.9% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 15.1% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 8.16 Yr. Kinjal Desai 25 May 18 6.77 Yr. Data below for Nippon India Small Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 23.92% Financial Services 13.39% Consumer Cyclical 12.69% Basic Materials 12.3% Technology 9.17% Consumer Defensive 8.8% Health Care 7.92% Utility 1.94% Communication Services 1.89% Energy 1.82% Real Estate 0.61% Asset Allocation
Asset Class Value Cash 5.07% Equity 94.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,130 Cr 6,650,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,061 Cr 1,851,010 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS1% ₹831 Cr 4,472,130 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹830 Cr 2,499,222 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹757 Cr 31,784,062 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON1% ₹705 Cr 470,144
↓ -42,211 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹703 Cr 9,100,000 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹674 Cr 899,271 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹620 Cr 614,648
↑ 23 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA1% ₹603 Cr 27,190,940 6. Sundaram Mid Cap Fund
CAGR/Annualized return of 23.7% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (28 Mar 25) ₹1,235.09 ↓ -5.26 (-0.42 %) Net Assets (Cr) ₹10,451 on 28 Feb 25 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio -0.05 Information Ratio -0.12 Alpha Ratio 4.15 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,188 28 Feb 22 ₹14,328 28 Feb 23 ₹15,254 29 Feb 24 ₹23,173 28 Feb 25 ₹24,152 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 8.4% 3 Month -10% 6 Month -13.8% 1 Year 12.4% 3 Year 21.7% 5 Year 30.2% 10 Year 15 Year Since launch 23.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 32% 2022 40.4% 2021 4.8% 2020 37.5% 2019 11.8% 2018 -0.3% 2017 -15.4% 2016 40.8% 2015 11.3% 2014 11.2% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.02 Yr. Ratish Varier 24 Feb 21 4.02 Yr. Data below for Sundaram Mid Cap Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 19.52% Consumer Cyclical 18.4% Industrials 15.29% Health Care 11.03% Basic Materials 9.99% Technology 6.45% Real Estate 3.43% Consumer Defensive 3.4% Communication Services 3.32% Utility 2.1% Energy 1.7% Asset Allocation
Asset Class Value Cash 5.37% Equity 94.63% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹368 Cr 1,261,598
↑ 27,698 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹360 Cr 19,247,362 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063953% ₹316 Cr 1,747,182 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹303 Cr 6,016,821 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT3% ₹293 Cr 484,892 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹281 Cr 1,350,321
↓ -37,879 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹272 Cr 4,897,146
↑ 338,790 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY2% ₹252 Cr 1,389,543 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002512% ₹250 Cr 434,230
↓ -66,178 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹248 Cr 3,879,249
↓ -98,100 7. Franklin India Prima Fund
CAGR/Annualized return of 19.3% since its launch. Ranked 29 in Mid Cap category. Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% . Franklin India Prima Fund
Growth Launch Date 1 Dec 93 NAV (28 Mar 25) ₹2,508.98 ↓ -9.08 (-0.36 %) Net Assets (Cr) ₹10,594 on 28 Feb 25 Category Equity - Mid Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 0.09 Information Ratio -0.21 Alpha Ratio 6.7 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,255 28 Feb 22 ₹14,788 28 Feb 23 ₹15,760 29 Feb 24 ₹23,012 28 Feb 25 ₹24,630 Returns for Franklin India Prima Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 7.9% 3 Month -8.9% 6 Month -11.8% 1 Year 16.1% 3 Year 21.6% 5 Year 29.4% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.8% 2022 36.8% 2021 2.2% 2020 32.6% 2019 17.8% 2018 3.5% 2017 -9.4% 2016 39.7% 2015 8.5% 2014 6.8% Fund Manager information for Franklin India Prima Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.09 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Akhil Kalluri 7 Feb 22 3.06 Yr. Data below for Franklin India Prima Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 20.15% Consumer Cyclical 15.67% Basic Materials 14.43% Industrials 13.27% Health Care 10.25% Technology 8.72% Real Estate 5.96% Consumer Defensive 4.24% Communication Services 2.63% Utility 1.14% Energy 0.69% Asset Allocation
Asset Class Value Cash 2.83% Equity 97.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK4% ₹411 Cr 21,939,752
↓ -1,500,000 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT2% ₹265 Cr 439,990
↓ -25,000 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 5262992% ₹258 Cr 901,105 Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR2% ₹256 Cr 1,100,123 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON2% ₹246 Cr 164,000 Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 5063952% ₹237 Cr 1,311,228
↓ -150,000 Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 5244942% ₹237 Cr 1,641,580 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH2% ₹229 Cr 2,153,205 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5433902% ₹225 Cr 1,300,578 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE2% ₹222 Cr 1,631,918
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