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2022 साठी 9 सर्वोत्तम परफॉर्मिंग मिड आणि स्मॉल कॅप म्युच्युअल फंड SIP

Fincash »म्युच्युअल फंड »सर्वोत्तम स्मॉल आणि मिड कॅप फंड एसआयपी

बेस्ट मिड आणि स्मॉल कॅप म्युच्युअल फंड एसआयपी 2022

Updated on March 28, 2025 , 14489 views

बहुतेक गुंतवणूकदार घेतातSIP गुंतवणूक करण्याची योजना आखताना मार्गइक्विटी फंड. गुंतवणुकीची शैली आणि किमान गुंतवणुकीच्या रकमेमुळे गुंतवणूकदारांना सहजता वाटतेगुंतवणूक त्यातून. SIP किंवा पद्धतशीरगुंतवणूक योजना इक्विटी फंडात गुंतवणूक करण्याचा हा सर्वात प्रभावी मार्ग आहे. एसआयपी ही साधारणपणे मासिक किंवा त्रैमासिक गुंतवणूक असते जी पूर्व-निर्धारित तारखेला आपोआप होते. त्याच्या गुंतवणुकीच्या प्रक्रियेमुळे, ते इक्विटी गुंतवणुकीचे नुकसान टाळू शकते. गुंतवणुकीला सवय लावण्यासाठी SIP हे एक उत्तम साधन आहे. त्यांचीही प्राप्ती होऊ शकतेआर्थिक उद्दिष्टे SIP मार्ग घेऊन. कारण, मिड आणि स्मॉल कॅप्स दीर्घकाळासाठी आदर्श आहेत-मुदत योजना, गुंतवणूकदार गुंतवणुकीच्या उद्दिष्टांची योजना करू शकतातनिवृत्ती नियोजन, घर खरेदी, मुलाचे उच्च शिक्षण इ. गुंतवणूकदार सर्वोत्तम मध्यम आणि निवडू शकतातस्मॉल कॅप फंड च्या साठीएसआयपी गुंतवणूक 1500 कोटी वरील AUM वर आधारित खाली सूचीबद्ध तक्त्यामधून.

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Best Mid & Small Cap Mutual Funds

आर्थिक वर्ष 22 - 23 मध्ये गुंतवणूक करण्यासाठी शीर्ष 9 सर्वोत्तम मिड आणि स्मॉल कॅप फंड SIP

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Invesco India Mid Cap Fund Growth ₹152.92
↓ -0.02
₹5,247 500 -11.4-11.718.522.231.443.1
Edelweiss Mid Cap Fund Growth ₹89.848
↓ -0.01
₹7,729 500 -10.8-11.717.621.934.938.9
L&T Midcap Fund Growth ₹338.657
↓ -0.38
₹9,541 500 -16.5-16.97.919.328.339.7
ICICI Prudential MidCap Fund Growth ₹259.2
↓ -0.47
₹5,394 100 -9.2-14.67.818.632.127
TATA Mid Cap Growth Fund Growth ₹389.341
↓ -2.17
₹3,955 150 -8.1-15.46.81829.322.7
IDBI Midcap Fund Growth ₹26.4187
↓ 0.00
₹277 500 -10.7-151317.527.929.1
BNP Paribas Mid Cap Fund Growth ₹92.1413
↓ -0.50
₹1,858 300 -9.6-13.88.517.229.328.5
IDBI Small Cap Fund Growth ₹27.7034
↓ 0.00
₹434 500 -18.5-18.511.616.533.740
Aditya Birla Sun Life Midcap Fund Growth ₹712.08
↓ -0.77
₹5,056 1,000 -7.5-15.211.716.129.822
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Mar 25
*उल्लेखित निधी आहेतव्यवस्थापन अंतर्गत मालमत्ता (AUM) > 200 कोटी

1. 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 (31 Mar 25) ₹152.92 ↓ -0.02   (-0.01 %)
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

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 ₹657,502.
Net Profit of ₹357,502
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 31 Mar 25

DurationReturns
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
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 231.31 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 Services22.9%
Consumer Cyclical20.76%
Health Care16.35%
Technology10.8%
Industrials10.14%
Basic Materials9.5%
Real Estate7.14%
Communication Services1.69%
Asset Allocation
Asset ClassValue
Cash0.72%
Equity99.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF
4%₹245 Cr16,854,973
↑ 3,399,885
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 22 | MAXHEALTH
4%₹238 Cr2,246,434
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK
4%₹234 Cr12,506,782
Dixon Technologies (India) Ltd (Technology)
Equity, Since 28 Feb 22 | DIXON
4%₹233 Cr155,335
BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE
4%₹232 Cr436,534
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 500251
4%₹209 Cr363,079
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 22 | JKCEMENT
4%₹208 Cr431,234
↑ 54,676
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹194 Cr234,918
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹188 Cr1,684,103
↑ 300,918
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE
3%₹178 Cr1,305,659

2. 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 (31 Mar 25) ₹89.848 ↓ -0.01   (-0.01 %)
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 ₹705,310.
Net Profit of ₹405,310
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 31 Mar 25

DurationReturns
1 Month 8.4%
3 Month -10.8%
6 Month -11.7%
1 Year 17.6%
3 Year 21.9%
5 Year 34.9%
10 Year
15 Year
Since launch 13.6%
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 240.38 Yr.
Trideep Bhattacharya1 Oct 213.41 Yr.
Raj Koradia1 Aug 240.58 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services20.96%
Consumer Cyclical16.5%
Industrials14.68%
Health Care12.6%
Technology11.89%
Basic Materials7.86%
Consumer Defensive4.99%
Real Estate3.84%
Communication Services1.79%
Energy1.35%
Asset Allocation
Asset ClassValue
Cash3.54%
Equity96.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | DIXON
4%₹322 Cr214,550
↑ 3,802
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 21 | PERSISTENT
3%₹283 Cr468,879
↓ -102,975
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 21 | MAXHEALTH
3%₹261 Cr2,461,020
↑ 1,351,437
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 500850
3%₹244 Cr3,185,298
↑ 680,114
Lupin Ltd (Healthcare)
Equity, Since 31 Jul 24 | 500257
3%₹237 Cr1,140,343
↑ 27,563
Marico Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | 531642
3%₹223 Cr3,318,848
↑ 1,715,413
Coforge Ltd (Technology)
Equity, Since 30 Jun 23 | COFORGE
3%₹221 Cr267,153
↑ 6,457
PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 543390
3%₹213 Cr1,231,780
↑ 29,774
Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Sep 12 | SOLARINDS
2%₹196 Cr192,679
↑ 4,656
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 17 | UNOMINDA
2%₹176 Cr1,859,803
↑ 249,595

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 18.6% 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 (28 Mar 25) ₹338.657 ↓ -0.38   (-0.11 %)
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

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 ₹612,552.
Net Profit of ₹312,552
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 31 Mar 25

DurationReturns
1 Month 8.6%
3 Month -16.5%
6 Month -16.9%
1 Year 7.9%
3 Year 19.3%
5 Year 28.3%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.7%
2022 40%
2021 1.1%
2020 30.4%
2019 19%
2018 -0.2%
2017 -12%
2016 52.3%
2015 9.8%
2014 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
Industrials25.79%
Financial Services20.07%
Technology18.12%
Consumer Cyclical12.9%
Health Care8.52%
Utility4.66%
Real Estate4.66%
Consumer Defensive2.39%
Basic Materials1.96%
Communication Services0.06%
Asset Allocation
Asset ClassValue
Cash0.86%
Equity99.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 500093
5%₹541 Cr8,521,430
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 22 | PERSISTENT
5%₹499 Cr827,298
↑ 336,498
PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 543390
5%₹494 Cr2,860,900
↑ 141,700
BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE
5%₹493 Cr929,058
↑ 181,258
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON
4%₹457 Cr304,800
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
4%₹388 Cr17,596,500
↑ 2,460,941
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
4%₹387 Cr3,648,000
↑ 305,000
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCAMC
3%₹373 Cr964,400
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 500850
3%₹366 Cr4,782,177
↑ 1,645,877
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
3%₹365 Cr634,900

4. 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 17.3% 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 (28 Mar 25) ₹259.2 ↓ -0.47   (-0.18 %)
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

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 ₹673,113.
Net Profit of ₹373,113
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 31 Mar 25

DurationReturns
1 Month 7.5%
3 Month -9.2%
6 Month -14.6%
1 Year 7.8%
3 Year 18.6%
5 Year 32.1%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27%
2022 32.8%
2021 3.1%
2020 44.8%
2019 19.1%
2018 -0.6%
2017 -10.8%
2016 42.9%
2015 4.8%
2014 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 Materials29.21%
Industrials19.97%
Financial Services14.53%
Communication Services12%
Consumer Cyclical10.57%
Real Estate8.42%
Health Care2.51%
Technology1.79%
Utility0.17%
Consumer Defensive0.12%
Asset Allocation
Asset ClassValue
Cash0.7%
Equity99.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Info Edge (India) Ltd (Communication Services)
Equity, Since 30 Sep 23 | NAUKRI
5%₹288 Cr372,785
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Nov 23 | 533398
4%₹214 Cr948,183
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Aug 22 | JSL
3%₹200 Cr3,056,731
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 May 20 | 503100
3%₹190 Cr1,156,191
UPL Ltd (Basic Materials)
Equity, Since 31 Oct 22 | UPL
3%₹189 Cr3,135,084
↑ 500,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 532286
3%₹180 Cr2,279,227
↑ 100,000
PB Fintech Ltd (Financial Services)
Equity, Since 31 May 24 | 543390
3%₹170 Cr983,085
↑ 811,051
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Sep 22 | APLAPOLLO
3%₹169 Cr1,117,934
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIHEXA
3%₹167 Cr1,235,794
↑ 269,200
Godrej Properties Ltd (Real Estate)
Equity, Since 30 Sep 22 | GODREJPROP
3%₹161 Cr690,323

5. 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 12.7% 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 (28 Mar 25) ₹389.341 ↓ -2.17   (-0.56 %)
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

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 ₹627,226.
Net Profit of ₹327,226
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 31 Mar 25

DurationReturns
1 Month 7.9%
3 Month -8.1%
6 Month -15.4%
1 Year 6.8%
3 Year 18%
5 Year 29.3%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 10.8%
Fund Manager information for TATA Mid Cap Growth Fund
NameSinceTenure
Satish Mishra9 Mar 213.98 Yr.

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

Equity Sector Allocation
SectorValue
Industrials23.38%
Financial Services20.39%
Health Care14.75%
Consumer Cyclical10.86%
Basic Materials9.49%
Technology5.68%
Real Estate4.84%
Communication Services2.98%
Utility1.87%
Energy1.69%
Consumer Defensive1.13%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | 500271
3%₹145 Cr1,300,000
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | 533398
3%₹127 Cr561,497
↓ -138,503
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | JUBLFOOD
3%₹127 Cr1,800,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | ALKEM
3%₹127 Cr250,000
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
3%₹125 Cr600,000
↑ 100,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 23 | AUROPHARMA
3%₹117 Cr1,000,000
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | ICICIGI
3%₹112 Cr600,000
↑ 250,000
Cummins India Ltd (Industrials)
Equity, Since 31 Mar 21 | 500480
2%₹108 Cr369,694
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | UNOMINDA
2%₹104 Cr1,100,000
↑ 100,000
Mphasis Ltd (Technology)
Equity, Since 31 Jul 24 | 526299
2%₹101 Cr353,648
↑ 3,648

6. 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 12.6% 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 (31 Mar 25) ₹26.4187 ↓ 0.00   (-0.02 %)
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 ₹598,181.
Net Profit of ₹298,181
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 31 Mar 25

DurationReturns
1 Month 7.7%
3 Month -10.7%
6 Month -15%
1 Year 13%
3 Year 17.5%
5 Year 27.9%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.1%
2022 35.9%
2021 -4.1%
2020 36.6%
2019 24.3%
2018 -2.5%
2017 -14.5%
2016
2015
2014
Fund Manager information for IDBI Midcap Fund
NameSinceTenure
Karan Doshi31 Jul 231.58 Yr.
Dikshit Mittal31 Jul 231.58 Yr.

Data below for IDBI Midcap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Consumer Cyclical29.97%
Industrials22.66%
Financial Services11.63%
Technology8.88%
Basic Materials7.31%
Health Care4.79%
Communication Services4.27%
Consumer Defensive3.04%
Real Estate2.5%
Utility1.75%
Energy1.44%
Asset Allocation
Asset ClassValue
Cash1.76%
Equity98.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
5%₹16 Cr166,524
↓ -27,000
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | 500251
4%₹12 Cr20,266
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA
3%₹10 Cr105,773
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK
3%₹8 Cr433,372
SRF Ltd (Industrials)
Equity, Since 31 Jul 24 | SRF
3%₹8 Cr28,237
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 500850
2%₹7 Cr97,473
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
2%₹7 Cr253,539
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 24 | PERSISTENT
2%₹7 Cr11,637
↑ 4,979
Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 19 | ALKEM
2%₹7 Cr12,978
Voltas Ltd (Industrials)
Equity, Since 31 Dec 19 | VOLTAS
2%₹6 Cr47,289
↑ 4,659

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 (28 Mar 25) ₹92.1413 ↓ -0.50   (-0.54 %)
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

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 ₹627,226.
Net Profit of ₹327,226
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 31 Mar 25

DurationReturns
1 Month 6.5%
3 Month -9.6%
6 Month -13.8%
1 Year 8.5%
3 Year 17.2%
5 Year 29.3%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.5%
2022 32.6%
2021 4.7%
2020 41.5%
2019 23.1%
2018 5.2%
2017 -17.5%
2016 49%
2015 -1.2%
2014 15.3%
Fund Manager information for BNP Paribas Mid Cap Fund
NameSinceTenure
Shiv Chanani13 Jul 222.63 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 Services19.23%
Consumer Cyclical14.4%
Industrials14.15%
Health Care13.39%
Basic Materials10.45%
Technology8.82%
Consumer Defensive5.49%
Energy3.19%
Communication Services3%
Real Estate2.41%
Utility1%
Asset Allocation
Asset ClassValue
Cash4.48%
Equity95.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 543390
3%₹69 Cr400,000
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 22 | POWERINDIA
3%₹56 Cr43,250
CRISIL Ltd (Financial Services)
Equity, Since 29 Feb 24 | CRISIL
3%₹54 Cr100,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 500850
3%₹54 Cr700,000
Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 503100
2%₹49 Cr300,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | FEDERALBNK
2%₹47 Cr2,500,000
Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 500257
2%₹45 Cr215,000
National Aluminium Co Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 532234
2%₹44 Cr2,200,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
2%₹44 Cr800,000
Escorts Kubota Ltd (Industrials)
Equity, Since 31 Oct 22 | 500495
2%₹43 Cr120,000

8. 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% 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 (31 Mar 25) ₹27.7034 ↓ 0.00   (-0.02 %)
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 ₹689,048.
Net Profit of ₹389,048
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 31 Mar 25

DurationReturns
1 Month 8.5%
3 Month -18.5%
6 Month -18.5%
1 Year 11.6%
3 Year 16.5%
5 Year 33.7%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 33.4%
2021 2.4%
2020 64.7%
2019 19%
2018 -4.4%
2017 -15%
2016
2015
2014
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
Industrials35.29%
Consumer Cyclical15.69%
Basic Materials13.93%
Utility8.07%
Consumer Defensive6.62%
Financial Services5.66%
Health Care4.38%
Technology3.26%
Communication Services2.92%
Real Estate1.01%
Asset Allocation
Asset ClassValue
Cash3.16%
Equity96.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JTL Industries Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 534600
3%₹16 Cr1,701,359
↑ 278,525
International Gemmological Institute (India) Ltd (Basic Materials)
Equity, Since 31 Dec 24 | IGIL
3%₹15 Cr303,787
↑ 9,087
Concord Enviro Systems Ltd (Utilities)
Equity, Since 31 Dec 24 | CEWATER
3%₹14 Cr207,228
↑ 102,234
Sanathan Textiles Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | SANATHAN
3%₹13 Cr375,636
↑ 206,487
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | HUDCO
3%₹13 Cr553,477
↑ 225,390
Navkar Corp Ltd (Industrials)
Equity, Since 31 Jul 24 | 539332
3%₹12 Cr1,008,833
↑ 420,515
Himatsingka Seide Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | 514043
3%₹12 Cr772,695
↑ 226,995
Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP
2%₹11 Cr118,679
↓ -5,406
Allied Blenders and Distillers Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | ABDL
2%₹11 Cr286,201
↑ 42,054
Manorama Industries Ltd (Consumer Defensive)
Equity, Since 31 Dec 24 | 541974
2%₹11 Cr102,604
↑ 21,667

9. Aditya Birla Sun Life Midcap Fund

An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks.

Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap fund was launched on 3 Oct 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.9% since its launch.  Ranked 16 in Mid Cap category.  Return for 2024 was 22% , 2023 was 39.9% and 2022 was -5.3% .

Below is the key information for Aditya Birla Sun Life Midcap Fund

Aditya Birla Sun Life Midcap Fund
Growth
Launch Date 3 Oct 02
NAV (28 Mar 25) ₹712.08 ↓ -0.77   (-0.11 %)
Net Assets (Cr) ₹5,056 on 28 Feb 25
Category Equity - Mid Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio -0.11
Information Ratio -1.19
Alpha Ratio 2.92
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,116
31 Mar 22₹23,680
31 Mar 23₹22,337
31 Mar 24₹32,732

Aditya Birla Sun Life 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 Aditya Birla Sun Life 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 31 Mar 25

DurationReturns
1 Month 8.6%
3 Month -7.5%
6 Month -15.2%
1 Year 11.7%
3 Year 16.1%
5 Year 29.8%
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 22%
2022 39.9%
2021 -5.3%
2020 50.4%
2019 15.5%
2018 -3.7%
2017 -16%
2016 44.8%
2015 5.7%
2014 10.4%
Fund Manager information for Aditya Birla Sun Life Midcap Fund
NameSinceTenure
Vishal Gajwani31 Oct 240.33 Yr.
Dhaval Joshi21 Nov 222.28 Yr.

Data below for Aditya Birla Sun Life Midcap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services16.93%
Consumer Cyclical15.36%
Basic Materials14.88%
Industrials14.11%
Health Care12.5%
Technology8.31%
Real Estate3.73%
Consumer Defensive3.22%
Utility2.91%
Communication Services1.69%
Energy0.76%
Asset Allocation
Asset ClassValue
Cash5.6%
Equity94.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 532843
4%₹198 Cr3,100,000
Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 532779
3%₹161 Cr1,100,000
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 14 | CHOLAHLDNG
3%₹146 Cr964,000
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 21 | 532296
3%₹145 Cr1,000,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 540611
3%₹145 Cr2,407,000
Mphasis Ltd (Technology)
Equity, Since 31 Mar 20 | 526299
3%₹143 Cr498,427
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Jul 21 | UBL
3%₹140 Cr652,792
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 20 | KPRMILL
3%₹140 Cr1,500,000
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Sep 19 | FLUOROCHEM
2%₹138 Cr384,431
Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 500271
2%₹137 Cr1,225,565

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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