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7 Best Performing Mid & Small Cap Mutual Funds SIP 2025 | Fincash.com

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7 Best Mid & Small Cap Funds for SIP Investment 2025

Updated on January 12, 2025 , 43571 views

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

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹101.483
↑ 1.12
₹22,898 500 -7.14.135.328.73057.1
HDFC Mid-Cap Opportunities Fund Growth ₹178.85
↑ 2.36
₹76,061 300 -6.9-318.323.226.628.6
Edelweiss Mid Cap Fund Growth ₹93.874
↑ 1.56
₹8,280 500 -8.4-1.225.821.127.738.9
Nippon India Small Cap Fund Growth ₹162.792
↑ 2.38
₹61,646 100 -10.2-7.315.320.931.926.1
Franklin India Smaller Companies Fund Growth ₹166.628
↑ 2.31
₹14,045 500 -9.2-8.71120.226.323.2
Sundaram Mid Cap Fund Growth ₹1,284.09
↑ 19.66
₹12,425 100 -9.3-1.820.420.221.932
Invesco India Mid Cap Fund Growth ₹159.75
↑ 1.95
₹5,863 500 -7.32.529.12025.543.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 25
*List of funds based on Assets >= 500 Crore & Sorted based on 3 Year CAGR Return.

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.

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 CAGR/Annualized return of 23.7% since its launch.  Ranked 27 in Mid Cap category.  Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (14 Jan 25) ₹101.483 ↑ 1.12   (1.12 %)
Net Assets (Cr) ₹22,898 on 30 Nov 24
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 2.78
Information Ratio 1.28
Alpha Ratio 24.05
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.

DateValue
31 Dec 19₹10,000
31 Dec 20₹10,932
31 Dec 21₹17,035
31 Dec 22₹18,859
31 Dec 23₹26,719
31 Dec 24₹41,984

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jan 25

DurationReturns
1 Month -10.9%
3 Month -7.1%
6 Month 4.1%
1 Year 35.3%
3 Year 28.7%
5 Year 30%
10 Year
15 Year
Since launch 23.7%
Historical performance (Yearly) on absolute basis
YearReturns
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 
NameSinceTenure
Ajay Khandelwal1 Oct 240.25 Yr.
Niket Shah1 Jul 204.51 Yr.
Santosh Singh1 Oct 240.25 Yr.
Rakesh Shetty22 Nov 222.11 Yr.
Sunil Sawant1 Jul 240.5 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical37.33%
Technology24.3%
Industrials20.33%
Financial Services6.71%
Health Care3.21%
Basic Materials3.07%
Communication Services2.24%
Real Estate2.2%
Asset Allocation
Asset ClassValue
Cash0.61%
Equity99.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
10%₹2,281 Cr3,125,018
↑ 250,018
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹2,258 Cr2,600,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
10%₹2,210 Cr30,500,000
↑ 1,516,281
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
9%₹2,168 Cr77,500,000
↑ 45,000,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
8%₹1,772 Cr3,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M
6%₹1,409 Cr4,750,000
↑ 944,245
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN
6%₹1,395 Cr42,500,000
↓ -7,500,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT
5%₹1,189 Cr1,749,600
↑ 1,749,600
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | BAJAJ-AUTO
4%₹1,016 Cr1,125,000
↓ -242,958
Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS
4%₹829 Cr4,999,745
↓ -255

2. 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.

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 CAGR/Annualized return of 17.9% since its launch.  Ranked 24 in Mid Cap category.  Return for 2024 was 28.6% , 2023 was 44.5% and 2022 was 12.3% .

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

HDFC Mid-Cap Opportunities Fund
Growth
Launch Date 25 Jun 07
NAV (14 Jan 25) ₹178.85 ↑ 2.36   (1.34 %)
Net Assets (Cr) ₹76,061 on 30 Nov 24
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.51
Sharpe Ratio 2.06
Information Ratio 1.07
Alpha Ratio 6.55
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.

DateValue
31 Dec 19₹10,000
31 Dec 20₹12,175
31 Dec 21₹17,034
31 Dec 22₹19,126
31 Dec 23₹27,632
31 Dec 24₹35,539

HDFC Mid-Cap Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
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 14 Jan 25

DurationReturns
1 Month -7.8%
3 Month -6.9%
6 Month -3%
1 Year 18.3%
3 Year 23.2%
5 Year 26.6%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Chirag Setalvad25 Jun 0717.53 Yr.
Dhruv Muchhal22 Jun 231.53 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services23.85%
Consumer Cyclical16.29%
Health Care12.26%
Technology11.47%
Industrials11.28%
Basic Materials7.09%
Consumer Defensive3.05%
Communication Services3.02%
Energy2.64%
Utility0.8%
Asset Allocation
Asset ClassValue
Cash8.26%
Equity91.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | INDHOTEL
4%₹3,184 Cr40,139,672
↓ -2,400,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | MFSL
4%₹2,789 Cr24,598,207
↑ 400,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK
4%₹2,673 Cr126,825,000
↑ 1,000,000
Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE
3%₹2,609 Cr3,004,120
↓ -100,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | IPCALAB
3%₹2,438 Cr15,801,894
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
3%₹2,184 Cr7,856,892
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | APOLLOTYRE
3%₹2,135 Cr41,892,187
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 12 | PERSISTENT
3%₹2,122 Cr3,592,735
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | INDIANB
3%₹2,103 Cr36,619,529
↑ 285,982
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO
3%₹2,007 Cr52,378,672
↑ 267,577

3. 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.

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 CAGR/Annualized return of 14% since its launch.  Ranked 22 in Mid Cap category.  Return for 2024 was 38.9% , 2023 was 38.4% and 2022 was 2.4% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (14 Jan 25) ₹93.874 ↑ 1.56   (1.69 %)
Net Assets (Cr) ₹8,280 on 30 Nov 24
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.86
Sharpe Ratio 2.53
Information Ratio 0.54
Alpha Ratio 13.46
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.

DateValue
31 Dec 19₹10,000
31 Dec 20₹12,643
31 Dec 21₹18,998
31 Dec 22₹19,447
31 Dec 23₹26,919
31 Dec 24₹37,390

Edelweiss Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 14 Jan 25

DurationReturns
1 Month -9%
3 Month -8.4%
6 Month -1.2%
1 Year 25.8%
3 Year 21.1%
5 Year 27.7%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dhruv Bhatia14 Oct 240.22 Yr.
Trideep Bhattacharya1 Oct 213.25 Yr.
Raj Koradia1 Aug 240.42 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services20.46%
Industrials17.93%
Consumer Cyclical15.3%
Technology12.06%
Health Care10.99%
Basic Materials7.94%
Consumer Defensive4.02%
Real Estate3.85%
Communication Services1.83%
Energy1.51%
Utility1.48%
Asset Allocation
Asset ClassValue
Cash2.64%
Equity97.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
4%₹338 Cr571,854
↓ -4,184
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
4%₹333 Cr210,748
↑ 9,401
Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | LUPIN
3%₹228 Cr1,112,780
↑ 49,641
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
3%₹228 Cr1,202,006
↑ 53,621
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹211 Cr9,993,757
↑ 445,824
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹208 Cr239,698
↑ 28,500
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
2%₹201 Cr188,023
↑ 8,387
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | INDHOTEL
2%₹199 Cr2,505,184
↑ 111,756
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | CGPOWER
2%₹186 Cr2,546,699
↑ 113,608
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA
2%₹169 Cr1,610,208
↑ 423,343

4. 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.

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 CAGR/Annualized return of 21.5% since its launch.  Ranked 6 in Small Cap category.  Return for 2024 was 26.1% , 2023 was 48.9% and 2022 was 6.5% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund
Growth
Launch Date 16 Sep 10
NAV (14 Jan 25) ₹162.792 ↑ 2.38   (1.48 %)
Net Assets (Cr) ₹61,646 on 30 Nov 24
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 1.72
Information Ratio 0.79
Alpha Ratio 5.3
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.

DateValue
31 Dec 19₹10,000
31 Dec 20₹12,924
31 Dec 21₹22,531
31 Dec 22₹24,005
31 Dec 23₹35,748
31 Dec 24₹45,068

Nippon India Small Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 14 Jan 25

DurationReturns
1 Month -10.1%
3 Month -10.2%
6 Month -7.3%
1 Year 15.3%
3 Year 20.9%
5 Year 31.9%
10 Year
15 Year
Since launch 21.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Samir Rachh2 Jan 178 Yr.
Kinjal Desai25 May 186.61 Yr.

Data below for Nippon India Small Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials26.18%
Financial Services13.18%
Basic Materials12.06%
Consumer Cyclical11.88%
Technology9.71%
Consumer Defensive8.09%
Health Care7.17%
Communication Services1.9%
Utility1.79%
Energy1.7%
Real Estate0.59%
Asset Allocation
Asset ClassValue
Cash4.95%
Equity95.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,194 Cr6,650,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,145 Cr1,851,010
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
2%₹1,020 Cr4,472,130
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹908 Cr899,271
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹897 Cr2,499,222
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON
1%₹810 Cr512,355
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹794 Cr614,625
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹763 Cr9,100,000
Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET
1%₹761 Cr5,763,697
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA
1%₹752 Cr31,784,062

5. Franklin India Smaller Companies Fund

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

Franklin India Smaller Companies Fund is a Equity - Small Cap fund was launched on 13 Jan 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 11 in Small Cap category.  Return for 2024 was 23.2% , 2023 was 52.1% and 2022 was 3.6% .

Below is the key information for Franklin India Smaller Companies Fund

Franklin India Smaller Companies Fund
Growth
Launch Date 13 Jan 06
NAV (14 Jan 25) ₹166.628 ↑ 2.31   (1.41 %)
Net Assets (Cr) ₹14,045 on 30 Nov 24
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 1.42
Information Ratio 0.16
Alpha Ratio 1.2
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.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,869
31 Dec 21₹18,559
31 Dec 22₹19,223
31 Dec 23₹29,247
31 Dec 24₹36,021

Franklin India Smaller Companies Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
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 14 Jan 25

DurationReturns
1 Month -9.6%
3 Month -9.2%
6 Month -8.7%
1 Year 11%
3 Year 20.2%
5 Year 26.3%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.2%
2022 52.1%
2021 3.6%
2020 56.4%
2019 18.7%
2018 -5%
2017 -17.4%
2016 43.5%
2015 10.2%
2014 9.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.93 Yr.
Sandeep Manam18 Oct 213.21 Yr.
Akhil Kalluri8 Sep 222.32 Yr.

Data below for Franklin India Smaller Companies Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials24%
Financial Services17.91%
Consumer Cyclical14.23%
Health Care10.28%
Basic Materials9.07%
Technology5.38%
Real Estate4.92%
Consumer Defensive3.79%
Utility2.49%
Energy0.82%
Communication Services0.16%
Asset Allocation
Asset ClassValue
Cash5.81%
Equity94.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | BRIGADE
3%₹480 Cr3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | 540975
3%₹424 Cr8,473,781
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹379 Cr1,387,967
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | KARURVYSYA
3%₹364 Cr15,398,917
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
3%₹360 Cr4,963,469
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹300 Cr48,064,081
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹283 Cr6,900,000
360 One Wam Ltd Ordinary Shares (Financial Services)
Equity, Since 30 Jun 23 | 360ONE
2%₹273 Cr2,452,684
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹269 Cr1,866,828
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹251 Cr1,448,723

6. Sundaram Mid Cap Fund

(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 CAGR/Annualized return of 24.1% since its launch.  Ranked 13 in Mid Cap category.  Return for 2024 was 32% , 2023 was 40.4% and 2022 was 4.8% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (14 Jan 25) ₹1,284.09 ↑ 19.66   (1.55 %)
Net Assets (Cr) ₹12,425 on 30 Nov 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 2.26
Information Ratio 0.34
Alpha Ratio 9.23
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.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,179
31 Dec 21₹15,370
31 Dec 22₹16,114
31 Dec 23₹22,616
31 Dec 24₹29,855

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Sundaram 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 14 Jan 25

DurationReturns
1 Month -8.9%
3 Month -9.3%
6 Month -1.8%
1 Year 20.4%
3 Year 20.2%
5 Year 21.9%
10 Year
15 Year
Since launch 24.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
S. Bharath24 Feb 213.85 Yr.
Ratish Varier24 Feb 213.85 Yr.

Data below for Sundaram Mid Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services20.2%
Consumer Cyclical18.5%
Industrials16.59%
Health Care10.3%
Basic Materials8.8%
Technology6.37%
Consumer Defensive3.78%
Real Estate3.08%
Communication Services2.97%
Utility2%
Energy1.49%
Asset Allocation
Asset ClassValue
Cash5.92%
Equity94.07%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
4%₹441 Cr6,091,162
↓ -953,810
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND
3%₹428 Cr1,229,218
↑ 52,058
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹422 Cr20,011,397
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | TRENT
3%₹352 Cr517,776
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL
3%₹313 Cr1,747,182
Sundaram Liquid Dir Gr
Investment Fund | -
2%₹302 Cr1,350,009
↑ 1,118,645
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | FORTIS
2%₹300 Cr4,543,631
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹286 Cr484,892
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | LUPIN
2%₹285 Cr1,388,200
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY
2%₹279 Cr1,389,543

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.

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 CAGR/Annualized return of 16.9% since its launch.  Ranked 38 in Mid Cap category.  Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (14 Jan 25) ₹159.75 ↑ 1.95   (1.24 %)
Net Assets (Cr) ₹5,863 on 30 Nov 24
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.35
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.

DateValue
31 Dec 19₹10,000
31 Dec 20₹12,438
31 Dec 21₹17,803
31 Dec 22₹17,895
31 Dec 23₹24,001
31 Dec 24₹34,358

Invesco India Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
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 14 Jan 25

DurationReturns
1 Month -8.8%
3 Month -7.3%
6 Month 2.5%
1 Year 29.1%
3 Year 20%
5 Year 25.5%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Aditya Khemani9 Nov 231.15 Yr.
Amit Ganatra1 Sep 231.34 Yr.

Data below for Invesco India Mid Cap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Consumer Cyclical25.45%
Financial Services18.03%
Health Care14.1%
Industrials13.37%
Technology11%
Real Estate7.62%
Basic Materials5.95%
Communication Services1.29%
Asset Allocation
Asset ClassValue
Cash0.99%
Equity99.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹264 Cr12,506,782
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
4%₹246 Cr155,335
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT
4%₹227 Cr334,743
↑ 22,209
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹220 Cr2,246,434
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
4%₹216 Cr1,305,659
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹204 Cr234,918
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
3%₹204 Cr436,534
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
3%₹192 Cr13,455,088
↑ 490,532
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
3%₹161 Cr376,558
Ethos Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 543532
3%₹157 Cr479,675

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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