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9 Best Performing Mid & Small Cap Mutual Fund SIPs for 2025

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Best Mid & Small Cap Mutual Fund SIPs 2025

Updated on April 14, 2025 , 14510 views

Most of the investors take a SIP route when planning to invest in Equity Funds. Due to its investment style and minimum investment amount, investors feel the ease of Investing through it. SIP or Systematic Investment plan is also the most effective way of investing in an equity fund. 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. One can also attain their Financial goals by taking a SIP route. Since, mid and small caps are ideal for a long-term plan, investors can plan investment goals like Retirement planning, purchase of a house, a child's higher education, etc. Investors can choose the best mid and Small cap funds for SIP investment from the below-listed table that are based on AUM above 1500 Cr.

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Best Mid & Small Cap Mutual Funds

Top 9 Best Mid & Small Cap Fund SIP To Invest In FY 25 - 26

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Edelweiss Mid Cap Fund Growth ₹90.483
↑ 0.66
₹7,729 500 -5.3-11.614.821.233.138.9
Invesco India Mid Cap Fund Growth ₹153.57
↑ 0.73
₹5,247 500 -5.3-10.717.620.929.543.1
L&T Midcap Fund Growth ₹337.711
↑ 1.53
₹9,541 500 -9.3-18.74.417.826.139.7
TATA Mid Cap Growth Fund Growth ₹389.575
↑ 1.79
₹3,955 150 -4.5-13.13.416.727.522.7
IDBI Small Cap Fund Growth ₹28.3842
↑ 0.10
₹434 500 -12.4-17.69.616.732.540
ICICI Prudential MidCap Fund Growth ₹255.75
↑ 1.01
₹5,394 100 -5.8-14.84.116.529.827
BNP Paribas Mid Cap Fund Growth ₹92.7543
↑ 0.81
₹1,858 300 -4.8-12.66.81627.728.5
Sundaram Small Cap Fund Growth ₹230.871
↑ 1.54
₹2,763 100 -6.5-15.32.41632.219.1
IDBI Midcap Fund Growth ₹26.2251
↑ 0.11
₹277 500 -8.3-14.69.515.925.929.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Apr 25
*Funds mentioned are have Asset Under Management (AUM) > 200 Crore

1. 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 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% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund
Growth
Launch Date 26 Dec 07
NAV (16 Apr 25) ₹90.483 ↑ 0.66   (0.73 %)
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹19,609
31 Mar 22₹24,640
31 Mar 23₹25,335
31 Mar 24₹37,999
31 Mar 25₹44,681

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 ₹689,048.
Net Profit of ₹389,048
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 16 Apr 25

DurationReturns
1 Month 8.1%
3 Month -5.3%
6 Month -11.6%
1 Year 14.8%
3 Year 21.2%
5 Year 33.1%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dhruv Bhatia14 Oct 240.38 Yr.
Trideep Bhattacharya1 Oct 213.42 Yr.
Raj Koradia1 Aug 240.58 Yr.

Data below for Edelweiss Mid Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services21.93%
Consumer Cyclical18.94%
Industrials12.45%
Health Care11.14%
Technology10.95%
Basic Materials8.55%
Consumer Defensive5.48%
Real Estate3.5%
Communication Services1.87%
Utility0.96%
Energy0.89%
Asset Allocation
Asset ClassValue
Cash3.35%
Equity96.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 500850
4%₹286 Cr3,996,756
↑ 811,458
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
4%₹272 Cr195,109
↓ -19,441
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹262 Cr494,246
↑ 25,367
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
3%₹254 Cr2,594,164
↑ 133,144
Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 531642
3%₹235 Cr3,906,706
↑ 587,858
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹208 Cr282,252
↑ 15,099
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
2%₹190 Cr1,301,403
↑ 69,623
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
2%₹168 Cr193,121
↑ 442
Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 500257
2%₹166 Cr872,147
↓ -268,196
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
2%₹165 Cr9,288,470
↑ 496,923

2. 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 16.4% since its launch.  Ranked 38 in Mid Cap category.  Return for 2024 was 43.1% , 2023 was 34.1% and 2022 was 0.5% .

Below is the key information for Invesco India Mid Cap Fund

Invesco India Mid Cap Fund
Growth
Launch Date 19 Apr 07
NAV (16 Apr 25) ₹153.57 ↑ 0.73   (0.48 %)
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,622
31 Mar 22₹21,762
31 Mar 23₹21,732
31 Mar 24₹32,815
31 Mar 25₹38,891

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 ₹627,226.
Net Profit of ₹327,226
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 16 Apr 25

DurationReturns
1 Month 7.9%
3 Month -5.3%
6 Month -10.7%
1 Year 17.6%
3 Year 20.9%
5 Year 29.5%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Aditya Khemani9 Nov 231.31 Yr.
Amit Ganatra1 Sep 231.5 Yr.

Data below for Invesco India Mid Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services23.61%
Consumer Cyclical19.8%
Health Care18.02%
Technology10.12%
Basic Materials9.73%
Industrials9.48%
Real Estate7.12%
Communication Services1.75%
Asset Allocation
Asset ClassValue
Cash0.35%
Equity99.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
4%₹227 Cr16,854,973
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹222 Cr12,506,782
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹220 Cr2,246,434
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
4%₹216 Cr155,335
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
4%₹202 Cr436,534
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
4%₹189 Cr431,234
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
4%₹188 Cr386,495
↑ 23,416
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
3%₹176 Cr1,561,354
↑ 255,695
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹173 Cr234,918
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹168 Cr1,684,103

3. L&T Midcap Fund

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100.

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 5 in Mid Cap category.  Return for 2024 was 39.7% , 2023 was 40% and 2022 was 1.1% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (16 Apr 25) ₹337.711 ↑ 1.53   (0.45 %)
Net Assets (Cr) ₹9,541 on 28 Feb 25
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.77
Sharpe Ratio -0.18
Information Ratio -0.34
Alpha Ratio 1.61
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 Mar 20₹10,000
31 Mar 21₹17,789
31 Mar 22₹20,602
31 Mar 23₹20,542
31 Mar 24₹31,861
31 Mar 25₹34,370

L&T Midcap 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 L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 25

DurationReturns
1 Month 8.2%
3 Month -9.3%
6 Month -18.7%
1 Year 4.4%
3 Year 17.8%
5 Year 26.1%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 39.7%
2023 40%
2022 1.1%
2021 30.4%
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat1 Oct 231.42 Yr.
Cheenu Gupta26 Nov 222.26 Yr.
Sonal Gupta1 Oct 231.42 Yr.

Data below for L&T Midcap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials24.18%
Consumer Cyclical17.96%
Financial Services17.04%
Technology15.72%
Health Care12.27%
Consumer Defensive3.25%
Utility2.24%
Basic Materials1.93%
Real Estate1.54%
Communication Services1.37%
Asset Allocation
Asset ClassValue
Cash2.51%
Equity97.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 22 | PERSISTENT
5%₹439 Cr827,298
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON
4%₹425 Cr304,800
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
4%₹402 Cr4,108,920
↑ 460,920
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
4%₹391 Cr17,596,500
BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE
4%₹371 Cr800,300
↓ -128,758
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 500093
4%₹344 Cr6,004,500
↓ -2,516,930
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 500850
4%₹342 Cr4,782,177
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | FEDERALBNK
4%₹334 Cr18,801,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
3%₹331 Cr681,700
↑ 46,800
Coforge Ltd (Technology)
Equity, Since 31 Jul 24 | COFORGE
3%₹324 Cr439,900

4. 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.

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 31 in Mid Cap category.  Return for 2024 was 22.7% , 2023 was 40.5% and 2022 was 0.6% .

Below is the key information for TATA Mid Cap Growth Fund

TATA Mid Cap Growth Fund
Growth
Launch Date 1 Jul 94
NAV (16 Apr 25) ₹389.575 ↑ 1.79   (0.46 %)
Net Assets (Cr) ₹3,955 on 28 Feb 25
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.32
Information Ratio -0.99
Alpha Ratio -0.99
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,186
31 Mar 22₹22,338
31 Mar 23₹22,310
31 Mar 24₹33,825
31 Mar 25₹36,114

TATA Mid Cap Growth 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 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 16 Apr 25

DurationReturns
1 Month 6.3%
3 Month -4.5%
6 Month -13.1%
1 Year 3.4%
3 Year 16.7%
5 Year 27.5%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 22.7%
2023 40.5%
2022 0.6%
2021 40%
2020 24.3%
2019 6.5%
2018 -13%
2017 49.8%
2016 -2.2%
2015 10.8%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 214.06 Yr.

Data below for TATA Mid Cap Growth Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials21.45%
Financial Services20.91%
Health Care14.6%
Consumer Cyclical11.64%
Basic Materials9.65%
Technology4.98%
Real Estate4.58%
Communication Services3.12%
Utility2.79%
Energy1.34%
Consumer Defensive1.2%
Asset Allocation
Asset ClassValue
Cash3.76%
Equity96.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹130 Cr1,300,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 533398
3%₹120 Cr561,497
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹116 Cr250,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
3%₹114 Cr600,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
3%₹113 Cr1,800,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹106 Cr1,000,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI
3%₹101 Cr600,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
3%₹100 Cr369,694
Indraprastha Gas Ltd (Utilities)
Equity, Since 31 Dec 24 | IGL
2%₹85 Cr4,500,000
↑ 1,909,260
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA
2%₹83 Cr1,001,126
↓ -98,874

5. IDBI Small Cap Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.3% since its launch.  Return for 2024 was 40% , 2023 was 33.4% and 2022 was 2.4% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund
Growth
Launch Date 21 Jun 17
NAV (16 Apr 25) ₹28.3842 ↑ 0.10   (0.36 %)
Net Assets (Cr) ₹434 on 28 Feb 25
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio -0.14
Information Ratio -0.24
Alpha Ratio 8.11
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 Mar 20₹10,000
31 Mar 21₹19,259
31 Mar 22₹27,068
31 Mar 23₹26,914
31 Mar 24₹38,308
31 Mar 25₹42,752

IDBI 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 ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for IDBI 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 16 Apr 25

DurationReturns
1 Month 8.1%
3 Month -12.4%
6 Month -17.6%
1 Year 9.6%
3 Year 16.7%
5 Year 32.5%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 40%
2023 33.4%
2022 2.4%
2021 64.7%
2020 19%
2019 -4.4%
2018 -15%
2017
2016
2015
Fund Manager information for IDBI Small Cap Fund
NameSinceTenure
Nikhil Rungta1 Jul 240.67 Yr.
Mahesh Bendre1 Jul 240.67 Yr.

Data below for IDBI Small Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials32.99%
Consumer Cyclical16.45%
Basic Materials13.18%
Utility8.02%
Consumer Defensive7.73%
Financial Services6.05%
Health Care4.12%
Communication Services2.92%
Technology2.63%
Real Estate0.83%
Asset Allocation
Asset ClassValue
Cash3.16%
Equity96.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 534600
4%₹16 Cr2,026,866
↑ 325,507
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | HUDCO
3%₹12 Cr752,118
↑ 198,641
International Gemmological Institute (India) Ltd (Basic Materials)
Equity, Since 31 Dec 24 | IGIL
3%₹12 Cr303,787
Sanathan Textiles Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | SANATHAN
3%₹12 Cr401,251
↑ 25,615
Concord Enviro Systems Ltd (Utilities)
Equity, Since 31 Dec 24 | CEWATER
3%₹12 Cr261,789
↑ 54,561
Navkar Corp Ltd (Industrials)
Equity, Since 31 Jul 24 | NAVKARCORP
2%₹10 Cr1,084,277
↑ 75,444
Himatsingka Seide Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 514043
2%₹10 Cr888,863
↑ 116,168
Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 541974
2%₹10 Cr102,604
TD Power Systems Ltd (Industrials)
Equity, Since 31 Aug 23 | TDPOWERSYS
2%₹10 Cr316,162
↑ 24,398
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
2%₹10 Cr118,679

6. ICICI Prudential MidCap Fund

To generate capital appreciation by actively investing in diversified mid cap stocks.

ICICI Prudential MidCap Fund is a Equity - Mid Cap fund was launched on 28 Oct 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 35 in Mid Cap category.  Return for 2024 was 27% , 2023 was 32.8% and 2022 was 3.1% .

Below is the key information for ICICI Prudential MidCap Fund

ICICI Prudential MidCap Fund
Growth
Launch Date 28 Oct 04
NAV (16 Apr 25) ₹255.75 ↑ 1.01   (0.40 %)
Net Assets (Cr) ₹5,394 on 28 Feb 25
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio -0.22
Information Ratio -0.49
Alpha Ratio 0.76
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 Mar 20₹10,000
31 Mar 21₹19,693
31 Mar 22₹24,574
31 Mar 23₹24,409
31 Mar 24₹37,258
31 Mar 25₹40,174

ICICI Prudential MidCap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for ICICI Prudential MidCap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 25

DurationReturns
1 Month 5.4%
3 Month -5.8%
6 Month -14.8%
1 Year 4.1%
3 Year 16.5%
5 Year 29.8%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27%
2023 32.8%
2022 3.1%
2021 44.8%
2020 19.1%
2019 -0.6%
2018 -10.8%
2017 42.9%
2016 4.8%
2015 5.1%
Fund Manager information for ICICI Prudential MidCap Fund
NameSinceTenure
Lalit Kumar1 Jul 222.67 Yr.
Sharmila D’mello31 Jul 222.59 Yr.

Data below for ICICI Prudential MidCap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Basic Materials31.03%
Industrials18.68%
Financial Services15.33%
Communication Services11.38%
Consumer Cyclical9.4%
Real Estate8.9%
Health Care2.68%
Technology0.36%
Utility0.15%
Consumer Defensive0.12%
Asset Allocation
Asset ClassValue
Cash1.95%
Equity98.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI
5%₹261 Cr372,785
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
4%₹229 Cr2,679,227
↑ 400,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 533398
4%₹202 Cr948,183
UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL
4%₹198 Cr3,135,084
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹182 Cr3,106,731
↑ 50,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | 503100
3%₹179 Cr1,154,710
↓ -1,481
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
3%₹161 Cr1,235,794
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO
3%₹161 Cr1,117,934
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Jun 23 | PRESTIGE
3%₹160 Cr1,418,018
↑ 300,000
PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 543390
3%₹148 Cr1,008,585
↑ 25,500

7. BNP Paribas Mid Cap Fund

The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.

BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 18 in Mid Cap category.  Return for 2024 was 28.5% , 2023 was 32.6% and 2022 was 4.7% .

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund
Growth
Launch Date 2 May 06
NAV (16 Apr 25) ₹92.7543 ↑ 0.81   (0.88 %)
Net Assets (Cr) ₹1,858 on 28 Feb 25
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.07
Sharpe Ratio -0.19
Information Ratio -0.83
Alpha Ratio 1.26
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,260
31 Mar 22₹22,655
31 Mar 23₹22,612
31 Mar 24₹33,208
31 Mar 25₹36,040

BNP Paribas 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 BNP Paribas 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 16 Apr 25

DurationReturns
1 Month 6.1%
3 Month -4.8%
6 Month -12.6%
1 Year 6.8%
3 Year 16%
5 Year 27.7%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 28.5%
2023 32.6%
2022 4.7%
2021 41.5%
2020 23.1%
2019 5.2%
2018 -17.5%
2017 49%
2016 -1.2%
2015 15.3%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 222.64 Yr.
Himanshu Singh21 Oct 240.36 Yr.

Data below for BNP Paribas Mid Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services17.55%
Health Care14.78%
Consumer Cyclical13.82%
Industrials13.77%
Basic Materials10.9%
Technology7.05%
Consumer Defensive5.69%
Communication Services3.04%
Energy2.96%
Real Estate2.71%
Utility0.11%
Asset Allocation
Asset ClassValue
Cash6.58%
Equity92.4%
Debt1.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
3%₹59 Cr400,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
3%₹50 Cr325,000
↑ 25,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
3%₹50 Cr700,000
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 22 | POWERINDIA
3%₹49 Cr43,250
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
2%₹44 Cr2,500,000
CRISIL Ltd (Financial Services)
Equity, Since 29 Feb 24 | CRISIL
2%₹44 Cr100,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 500257
2%₹41 Cr215,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
2%₹41 Cr800,000
Abbott India Ltd (Healthcare)
Equity, Since 31 Jul 22 | ABBOTINDIA
2%₹40 Cr13,000
National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 532234
2%₹39 Cr2,200,000

8. 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.

Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.8% since its launch.  Ranked 19 in Small Cap category.  Return for 2024 was 19.1% , 2023 was 45.3% and 2022 was -2.1% .

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund
Growth
Launch Date 15 Feb 05
NAV (16 Apr 25) ₹230.871 ↑ 1.54   (0.67 %)
Net Assets (Cr) ₹2,763 on 28 Feb 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio -0.55
Information Ratio -0.3
Alpha Ratio -1.92
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 Mar 20₹10,000
31 Mar 21₹20,237
31 Mar 22₹27,752
31 Mar 23₹27,712
31 Mar 24₹41,448
31 Mar 25₹42,701

Sundaram 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 ₹673,113.
Net Profit of ₹373,113
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 16 Apr 25

DurationReturns
1 Month 8.8%
3 Month -6.5%
6 Month -15.3%
1 Year 2.4%
3 Year 16%
5 Year 32.2%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19.1%
2023 45.3%
2022 -2.1%
2021 60.3%
2020 26.2%
2019 -6.1%
2018 -29.2%
2017 55.6%
2016 -0.1%
2015 7.8%
Fund Manager information for Sundaram Small Cap Fund
NameSinceTenure
Rohit Seksaria1 Nov 222.33 Yr.

Data below for Sundaram Small Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials19.46%
Consumer Cyclical18.36%
Financial Services17.68%
Basic Materials9.08%
Health Care9.08%
Consumer Defensive4.93%
Technology4.4%
Communication Services3.59%
Real Estate3.3%
Utility1.22%
Asset Allocation
Asset ClassValue
Cash4.94%
Equity95.06%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 523025
3%₹80 Cr376,813
↑ 15,427
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
3%₹79 Cr483,211
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 23 | ASTERDM
3%₹77 Cr1,898,655
↑ 143,950
Affle India Ltd (Communication Services)
Equity, Since 31 May 21 | AFFLE
3%₹71 Cr509,862
↑ 19,144
Craftsman Automation Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | CRAFTSMAN
2%₹61 Cr134,546
↑ 9,822
Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | UJJIVANSFB
2%₹60 Cr18,825,767
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING
2%₹58 Cr759,818
KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB
2%₹58 Cr936,780
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 21 | GREENPANEL
2%₹57 Cr2,131,308
↑ 48,507
MTAR Technologies Ltd (Industrials)
Equity, Since 31 Dec 24 | MTARTECH
2%₹54 Cr421,865
↑ 33,649

9. IDBI Midcap Fund

The objective of the scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized.

IDBI Midcap Fund is a Equity - Mid Cap fund was launched on 25 Jan 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Return for 2024 was 29.1% , 2023 was 35.9% and 2022 was -4.1% .

Below is the key information for IDBI Midcap Fund

IDBI Midcap Fund
Growth
Launch Date 25 Jan 17
NAV (16 Apr 25) ₹26.2251 ↑ 0.11   (0.43 %)
Net Assets (Cr) ₹277 on 28 Feb 25
Category Equity - Mid Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio 0
Information Ratio -0.96
Alpha Ratio 5.52
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 Mar 20₹10,000
31 Mar 21₹18,482
31 Mar 22₹21,115
31 Mar 23₹20,480
31 Mar 24₹30,315
31 Mar 25₹34,266

IDBI Midcap 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 IDBI Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Apr 25

DurationReturns
1 Month 4%
3 Month -8.3%
6 Month -14.6%
1 Year 9.5%
3 Year 15.9%
5 Year 25.9%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 29.1%
2023 35.9%
2022 -4.1%
2021 36.6%
2020 24.3%
2019 -2.5%
2018 -14.5%
2017
2016
2015
Fund Manager information for IDBI Midcap Fund
NameSinceTenure
Karan Doshi31 Jul 231.67 Yr.
Dikshit Mittal31 Jul 231.67 Yr.

Data below for IDBI Midcap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Consumer Cyclical29%
Industrials20.82%
Financial Services12.99%
Basic Materials8.71%
Technology6.98%
Health Care6.4%
Communication Services4.16%
Consumer Defensive3.11%
Real Estate2.29%
Utility1.68%
Energy1.3%
Asset Allocation
Asset ClassValue
Cash2.56%
Equity97.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
5%₹13 Cr166,524
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 500251
4%₹10 Cr20,266
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA
3%₹9 Cr105,773
SRF Ltd (Industrials)
Equity, Since 31 Jul 24 | SRF
3%₹8 Cr28,237
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK
3%₹8 Cr433,372
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 500850
3%₹7 Cr97,473
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
2%₹6 Cr253,539
Voltas Ltd (Consumer Cyclical)
Equity, Since 31 Dec 19 | VOLTAS
2%₹6 Cr47,289
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 24 | PERSISTENT
2%₹6 Cr11,637
Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 19 | ALKEM
2%₹6 Cr12,978

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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