fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
7 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡ ਐਸਆਈਪੀ 2022 | Fincash.com

ਫਿਨਕੈਸ਼ »ਮਿਉਚੁਅਲ ਫੰਡ »ਵਧੀਆ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ SIP ਪਲਾਨ

SIP ਨਿਵੇਸ਼ 2022 ਲਈ 7 ਵਧੀਆ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ

Updated on March 7, 2025 , 43803 views

ਮਿਡ ਕੈਪ ਅਤੇਸਮਾਲ ਕੈਪ ਫੰਡ ਇਕੁਇਟੀ ਦੀ ਇੱਕ ਕਿਸਮ ਹੈਮਿਉਚੁਅਲ ਫੰਡ ਜੋ ਉਹਨਾਂ ਕੰਪਨੀਆਂ ਦੇ ਸਟਾਕਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈ ਜਿਹਨਾਂ ਵਿੱਚ ਭਵਿੱਖ ਦੇ ਨੇਤਾ ਬਣਨ ਦੀ ਸੰਭਾਵਨਾ ਹੁੰਦੀ ਹੈ। ਇਹ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਦੀ ਮਿਆਦ ਵਿੱਚ ਉਹਨਾਂ ਦੀਆਂ ਸੰਭਾਵੀ ਸਪੁਰਦਗੀਆਂ ਲਈ ਜਾਣੇ ਜਾਂਦੇ ਹਨ।ਮਿਡ ਕੈਪ ਫੰਡ ਉਹਨਾਂ ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰੋ ਜਿਹਨਾਂ ਕੋਲ ਏਬਜ਼ਾਰ INR 500 Cr ਤੋਂ INR 1000 ਕਰੋੜ ਤੱਕ ਪੂੰਜੀਕਰਣ (MC= ਕੰਪਨੀ ਦੁਆਰਾ ਜਾਰੀ ਕੀਤੇ ਸ਼ੇਅਰਾਂ ਦੀ ਸੰਖਿਆ X ਮਾਰਕੀਟ ਕੀਮਤ ਪ੍ਰਤੀ ਸ਼ੇਅਰ)। ਅਤੇ, ਛੋਟੇ ਕੈਪਸ ਨੂੰ ਆਮ ਤੌਰ 'ਤੇ ਲਗਭਗ INR 500 ਕਰੋੜ ਦੀ ਮਾਰਕੀਟ ਕੈਪ ਵਾਲੀਆਂ ਫਰਮਾਂ ਵਜੋਂ ਪਰਿਭਾਸ਼ਿਤ ਕੀਤਾ ਜਾਂਦਾ ਹੈ। ਹਾਲਾਂਕਿ, ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ ਵੱਡੇ ਕੈਪ ਨਾਲੋਂ ਵੱਧ ਜੋਖਮ ਰੱਖਦੇ ਹਨ, ਇਹ ਕੰਪਨੀਆਂ, ਜੇਕਰ ਚੰਗੀ ਤਰ੍ਹਾਂ ਪ੍ਰਬੰਧਿਤ ਕੀਤੀਆਂ ਜਾਂਦੀਆਂ ਹਨ, ਤਾਂ ਲੰਬੇ ਸਮੇਂ ਵਿੱਚ ਵੱਡੀਆਂ ਕੰਪਨੀਆਂ ਵਿੱਚ ਬਦਲ ਸਕਦੀਆਂ ਹਨ। ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਏ ਦੁਆਰਾ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਸਲਾਹ ਦਿੱਤੀ ਜਾਂਦੀ ਹੈSIP. SIP ਜਾਂ ਪ੍ਰਣਾਲੀਗਤਨਿਵੇਸ਼ ਯੋਜਨਾ ਦਾ ਸਭ ਤੋਂ ਪ੍ਰਭਾਵਸ਼ਾਲੀ ਤਰੀਕਾ ਹੈਨਿਵੇਸ਼ ਵਿੱਚਇਕੁਇਟੀ ਫੰਡ. ਇੱਕ SIP ਆਮ ਤੌਰ 'ਤੇ ਇੱਕ ਮਾਸਿਕ ਜਾਂ ਇੱਕ ਤਿਮਾਹੀ ਨਿਵੇਸ਼ ਹੁੰਦਾ ਹੈ ਜੋ ਪੂਰਵ-ਨਿਰਧਾਰਤ ਮਿਤੀ 'ਤੇ ਆਪਣੇ ਆਪ ਹੁੰਦਾ ਹੈ। ਇਸਦੀ ਨਿਵੇਸ਼ ਪ੍ਰਕਿਰਿਆ ਦੇ ਕਾਰਨ, ਇਹ ਇਕੁਇਟੀ ਨਿਵੇਸ਼ਾਂ ਦੇ ਨੁਕਸਾਨ ਤੋਂ ਬਚ ਸਕਦਾ ਹੈ। ਨਿਵੇਸ਼ ਨੂੰ ਆਦਤ ਬਣਾਉਣ ਲਈ SIP ਇੱਕ ਵਧੀਆ ਸਾਧਨ ਵੀ ਹਨ। ਇਸ ਲਈ, ਇੱਥੇ ਸਭ ਤੋਂ ਵਧੀਆ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ ਹਨSIP ਨਿਵੇਸ਼ 2022 - 2023 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ।

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

SIP FY 22 - 23 ਲਈ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਡ ਕੈਪ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Midcap 30 Fund  Growth ₹89.8222
↓ -0.57
₹24,488 500 -20-12.716.330.327.257.1
HDFC Mid-Cap Opportunities Fund Growth ₹166.8
↓ -0.81
₹73,510 300 -13.5-12.35.2262628.6
Nippon India Small Cap Fund Growth ₹146.329
↑ 0.79
₹57,010 100 -19.1-18.62.823.830.926.1
Edelweiss Mid Cap Fund Growth ₹85.301
↓ -0.22
₹8,268 500 -16.9-13.410.523.725.838.9
Invesco India Mid Cap Fund Growth ₹145.39
↓ -0.57
₹5,645 500 -16.5-11.713.823.222.943.1
Sundaram Mid Cap Fund Growth ₹1,175.64
↓ -4.40
₹11,638 100 -16-156.622.620.832
Franklin India Smaller Companies Fund Growth ₹148.45
↑ 0.48
₹12,862 500 -19.3-20.2-0.422.325.623.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Mar 25
*ਤੇ ਆਧਾਰਿਤ ਫੰਡਾਂ ਦੀ ਸੂਚੀਸੰਪਤੀ >= 500 ਕਰੋੜ 'ਤੇ ਆਧਾਰਿਤ ਛਾਂਟੀ ਕੀਤੀ ਗਈ ਹੈ3 ਸਾਲਸੀ.ਏ.ਜੀ.ਆਰ ਵਾਪਸੀ.

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 22% 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 (07 Mar 25) ₹89.8222 ↓ -0.57   (-0.63 %)
Net Assets (Cr) ₹24,488 on 31 Jan 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.93
Information Ratio 0.68
Alpha Ratio 15.2
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
29 Feb 20₹10,000
28 Feb 21₹11,725
28 Feb 22₹15,686
28 Feb 23₹18,295
29 Feb 24₹27,817
28 Feb 25₹32,165

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 ₹598,181.
Net Profit of ₹298,181
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 7 Mar 25

DurationReturns
1 Month -7.8%
3 Month -20%
6 Month -12.7%
1 Year 16.3%
3 Year 30.3%
5 Year 27.2%
10 Year
15 Year
Since launch 22%
Historical performance (Yearly) on absolute basis
YearReturns
2024 57.1%
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.41 Yr.
Niket Shah1 Jul 204.67 Yr.
Rakesh Shetty22 Nov 222.27 Yr.
Sunil Sawant1 Jul 240.67 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Jan 25

Equity Sector Allocation
SectorValue
Technology34.2%
Consumer Cyclical16.45%
Industrials14.08%
Health Care4.4%
Communication Services3.36%
Utility2.23%
Real Estate1.95%
Financial Services1.73%
Asset Allocation
Asset ClassValue
Cash24.38%
Equity75.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹2,413 Cr4,000,000
↑ 750,000
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹2,355 Cr2,850,000
↑ 155,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
7%₹1,761 Cr35,000,100
↑ 1,750,100
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
6%₹1,507 Cr2,620,200
↓ -379,800
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
6%₹1,499 Cr1,000,000
↑ 700,130
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
5%₹1,117 Cr1,850,000
↓ -1,400,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
3%₹855 Cr8,056,130
↑ 556,130
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
3%₹823 Cr6,075,571
↑ 816,804
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
3%₹776 Cr10,001,000
↑ 1,000
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Dec 24 | OFSS
3%₹699 Cr766,376
↓ -30,591

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 17.2% 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 (07 Mar 25) ₹166.8 ↓ -0.81   (-0.48 %)
Net Assets (Cr) ₹73,510 on 31 Jan 25
Category Equity - Mid Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.51
Sharpe Ratio 0.59
Information Ratio 0.91
Alpha Ratio 3.38
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
29 Feb 20₹10,000
28 Feb 21₹13,425
28 Feb 22₹16,210
28 Feb 23₹18,461
29 Feb 24₹29,041
28 Feb 25₹30,075

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 ₹570,326.
Net Profit of ₹270,326
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 7 Mar 25

DurationReturns
1 Month -6.8%
3 Month -13.5%
6 Month -12.3%
1 Year 5.2%
3 Year 26%
5 Year 26%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 28.6%
2023 44.5%
2022 12.3%
2021 39.9%
2020 21.7%
2019 0.2%
2018 -11.2%
2017 41.7%
2016 11.3%
2015 5.8%
Fund Manager information for HDFC Mid-Cap Opportunities Fund
NameSinceTenure
Chirag Setalvad25 Jun 0717.7 Yr.
Dhruv Muchhal22 Jun 231.69 Yr.

Data below for HDFC Mid-Cap Opportunities Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services24.44%
Consumer Cyclical17.51%
Health Care11.93%
Industrials10.38%
Technology10.11%
Basic Materials6.21%
Consumer Defensive4.23%
Communication Services3.05%
Energy2.69%
Utility1.37%
Asset Allocation
Asset ClassValue
Cash8.07%
Equity91.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 500271
4%₹2,838 Cr25,438,767
↑ 694,674
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 16 | 500850
4%₹2,720 Cr35,573,103
↓ -3,566,569
Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE
3%₹2,483 Cr3,004,120
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND
3%₹2,434 Cr8,783,362
↑ 606,494
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK
3%₹2,393 Cr127,825,000
↑ 1,000,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 524494
3%₹2,283 Cr15,820,332
↑ 18,438
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 12 | PERSISTENT
3%₹2,167 Cr3,592,735
Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 532814
3%₹2,035 Cr36,619,529
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO
3%₹1,979 Cr55,230,830
↑ 1,775,773
Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 30 Sep 12 | 500877
2%₹1,832 Cr41,892,187

3. 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 20.4% 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 (07 Mar 25) ₹146.329 ↑ 0.79   (0.55 %)
Net Assets (Cr) ₹57,010 on 31 Jan 25
Category Equity - Small Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.55
Sharpe Ratio 0.26
Information Ratio 0.78
Alpha Ratio 3.88
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
29 Feb 20₹10,000
28 Feb 21₹14,616
28 Feb 22₹20,593
28 Feb 23₹23,276
29 Feb 24₹36,606
28 Feb 25₹35,820

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 ₹642,208.
Net Profit of ₹342,208
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 7 Mar 25

DurationReturns
1 Month -7.5%
3 Month -19.1%
6 Month -18.6%
1 Year 2.8%
3 Year 23.8%
5 Year 30.9%
10 Year
15 Year
Since launch 20.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.1%
2023 48.9%
2022 6.5%
2021 74.3%
2020 29.2%
2019 -2.5%
2018 -16.7%
2017 63%
2016 5.6%
2015 15.1%
Fund Manager information for Nippon India Small Cap Fund
NameSinceTenure
Samir Rachh2 Jan 178.16 Yr.
Kinjal Desai25 May 186.77 Yr.

Data below for Nippon India Small Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials23.92%
Financial Services13.39%
Consumer Cyclical12.69%
Basic Materials12.3%
Technology9.17%
Consumer Defensive8.8%
Health Care7.92%
Utility1.94%
Communication Services1.89%
Energy1.82%
Real Estate0.61%
Asset Allocation
Asset ClassValue
Cash5.07%
Equity94.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
2%₹1,130 Cr6,650,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX
2%₹1,061 Cr1,851,010
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS
1%₹831 Cr4,472,130
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA
1%₹830 Cr2,499,222
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 590003
1%₹757 Cr31,784,062
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON
1%₹705 Cr470,144
↓ -42,211
State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN
1%₹703 Cr9,100,000
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
1%₹674 Cr899,271
ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 500123
1%₹620 Cr614,648
↑ 23
NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | NLCINDIA
1%₹603 Cr27,190,940

4. 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 13.3% 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 (07 Mar 25) ₹85.301 ↓ -0.22   (-0.26 %)
Net Assets (Cr) ₹8,268 on 31 Jan 25
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.86
Sharpe Ratio 0.87
Information Ratio 0.3
Alpha Ratio 8.97
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
29 Feb 20₹10,000
28 Feb 21₹14,133
28 Feb 22₹17,305
28 Feb 23₹18,450
29 Feb 24₹27,871
28 Feb 25₹30,097

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 ₹570,326.
Net Profit of ₹270,326
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 7 Mar 25

DurationReturns
1 Month -7.7%
3 Month -16.9%
6 Month -13.4%
1 Year 10.5%
3 Year 23.7%
5 Year 25.8%
10 Year
15 Year
Since launch 13.3%
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 213.41 Yr.
Raj Koradia1 Aug 240.58 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Jan 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

5. 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 16.1% 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 (07 Mar 25) ₹145.39 ↓ -0.57   (-0.39 %)
Net Assets (Cr) ₹5,645 on 31 Jan 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.82
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
29 Feb 20₹10,000
28 Feb 21₹13,136
28 Feb 22₹15,671
28 Feb 23₹16,374
29 Feb 24₹24,371
28 Feb 25₹26,911

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 ₹530,691.
Net Profit of ₹230,691
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 7 Mar 25

DurationReturns
1 Month -7.4%
3 Month -16.5%
6 Month -11.7%
1 Year 13.8%
3 Year 23.2%
5 Year 22.9%
10 Year
15 Year
Since launch 16.1%
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 31 Jan 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

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 23.5% 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 (07 Mar 25) ₹1,175.64 ↓ -4.40   (-0.37 %)
Net Assets (Cr) ₹11,638 on 31 Jan 25
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio 0.73
Information Ratio 0.2
Alpha Ratio 5.98
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
29 Feb 20₹10,000
28 Feb 21₹12,188
28 Feb 22₹14,328
28 Feb 23₹15,254
29 Feb 24₹23,173
28 Feb 25₹24,152

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 ₹505,644.
Net Profit of ₹205,644
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 7 Mar 25

DurationReturns
1 Month -7.8%
3 Month -16%
6 Month -15%
1 Year 6.6%
3 Year 22.6%
5 Year 20.8%
10 Year
15 Year
Since launch 23.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 32%
2023 40.4%
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 214.02 Yr.
Ratish Varier24 Feb 214.02 Yr.

Data below for Sundaram Mid Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services19.52%
Consumer Cyclical18.4%
Industrials15.29%
Health Care11.03%
Basic Materials9.99%
Technology6.45%
Real Estate3.43%
Consumer Defensive3.4%
Communication Services3.32%
Utility2.1%
Energy1.7%
Asset Allocation
Asset ClassValue
Cash5.37%
Equity94.63%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹368 Cr1,261,598
↑ 27,698
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹360 Cr19,247,362
Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 506395
3%₹316 Cr1,747,182
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹303 Cr6,016,821
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
3%₹293 Cr484,892
Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 500257
2%₹281 Cr1,350,321
↓ -37,879
Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 532814
2%₹272 Cr4,897,146
↑ 338,790
Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY
2%₹252 Cr1,389,543
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
2%₹250 Cr434,230
↓ -66,178
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹248 Cr3,879,249
↓ -98,100

7. 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 15.1% 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 (07 Mar 25) ₹148.45 ↑ 0.48   (0.32 %)
Net Assets (Cr) ₹12,862 on 31 Jan 25
Category Equity - Small Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 0.16
Information Ratio 0.49
Alpha Ratio 2.19
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
29 Feb 20₹10,000
28 Feb 21₹13,706
28 Feb 22₹17,681
28 Feb 23₹19,861
29 Feb 24₹31,030
28 Feb 25₹29,522

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 ₹570,326.
Net Profit of ₹270,326
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 7 Mar 25

DurationReturns
1 Month -9.6%
3 Month -19.3%
6 Month -20.2%
1 Year -0.4%
3 Year 22.3%
5 Year 25.6%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.2%
2023 52.1%
2022 3.6%
2021 56.4%
2020 18.7%
2019 -5%
2018 -17.4%
2017 43.5%
2016 10.2%
2015 9.6%
Fund Manager information for Franklin India Smaller Companies Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.09 Yr.
Sandeep Manam18 Oct 213.37 Yr.
Akhil Kalluri8 Sep 222.48 Yr.

Data below for Franklin India Smaller Companies Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials21.19%
Financial Services19.04%
Consumer Cyclical13.99%
Basic Materials10.49%
Health Care10.39%
Technology6.22%
Real Estate4.75%
Consumer Defensive3.48%
Utility2.37%
Energy0.92%
Communication Services0.05%
Asset Allocation
Asset ClassValue
Cash5.53%
Equity94.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Jun 14 | 532929
4%₹453 Cr3,868,691
Aster DM Healthcare Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Jul 23 | ASTERDM
3%₹394 Cr8,018,630
↓ -455,151
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 12 | 590003
3%₹337 Cr14,155,680
↓ -1,243,237
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 16 | DEEPAKNTR
3%₹323 Cr1,387,967
Equitas Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 20 | EQUITASBNK
2%₹320 Cr48,064,081
Zensar Technologies Ltd (Technology)
Equity, Since 28 Feb 23 | ZENSARTECH
2%₹284 Cr3,262,700
↑ 300,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 14 | JBCHEPHARM
2%₹256 Cr1,448,723
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | KALYANKJIL
2%₹250 Cr4,963,469
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | CROMPTON
2%₹237 Cr6,900,000
Eris Lifesciences Ltd Registered Shs (Healthcare)
Equity, Since 30 Sep 19 | ERIS
2%₹229 Cr1,866,828

Disclaimer:
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
How helpful was this page ?
Rated 4.5, based on 22 reviews.
POST A COMMENT