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2022 ਲਈ 9 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡ SIPs

ਫਿਨਕੈਸ਼ »ਮਿਉਚੁਅਲ ਫੰਡ »ਸਰਬੋਤਮ ਸਮਾਲ ਅਤੇ ਮਿਡ ਕੈਪ ਫੰਡ SIP

ਸਰਬੋਤਮ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡ SIPs 2022

Updated on April 19, 2025 , 14515 views

ਜ਼ਿਆਦਾਤਰ ਨਿਵੇਸ਼ਕ ਏSIP ਰੂਟ ਜਦੋਂ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਿਹਾ ਹੈਇਕੁਇਟੀ ਫੰਡ. ਇਸਦੀ ਨਿਵੇਸ਼ ਸ਼ੈਲੀ ਅਤੇ ਘੱਟੋ-ਘੱਟ ਨਿਵੇਸ਼ ਰਾਸ਼ੀ ਦੇ ਕਾਰਨ, ਨਿਵੇਸ਼ਕ ਆਸਾਨੀ ਮਹਿਸੂਸ ਕਰਦੇ ਹਨਨਿਵੇਸ਼ ਇਸ ਦੁਆਰਾ. SIP ਜਾਂ ਪ੍ਰਣਾਲੀਗਤਨਿਵੇਸ਼ ਯੋਜਨਾ ਇਕੁਇਟੀ ਫੰਡ ਵਿਚ ਨਿਵੇਸ਼ ਕਰਨ ਦਾ ਸਭ ਤੋਂ ਪ੍ਰਭਾਵਸ਼ਾਲੀ ਤਰੀਕਾ ਵੀ ਹੈ। 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। ਕੋਈ ਉਨ੍ਹਾਂ ਦੀ ਪ੍ਰਾਪਤੀ ਵੀ ਕਰ ਸਕਦਾ ਹੈਵਿੱਤੀ ਟੀਚੇ ਇੱਕ SIP ਰੂਟ ਲੈ ਕੇ। ਕਿਉਂਕਿ, ਮੱਧ ਅਤੇ ਛੋਟੇ ਕੈਪਸ ਲੰਬੇ ਸਮੇਂ ਲਈ ਆਦਰਸ਼ ਹਨ-ਮਿਆਦ ਦੀ ਯੋਜਨਾ, ਨਿਵੇਸ਼ਕ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦੇ ਹਨ ਜਿਵੇਂ ਕਿਰਿਟਾਇਰਮੈਂਟ ਦੀ ਯੋਜਨਾਬੰਦੀ, ਇੱਕ ਘਰ ਦੀ ਖਰੀਦ, ਇੱਕ ਬੱਚੇ ਦੀ ਉੱਚ ਸਿੱਖਿਆ, ਆਦਿ. ਨਿਵੇਸ਼ਕ ਵਧੀਆ ਮਿਡ ਅਤੇ ਚੁਣ ਸਕਦੇ ਹਨਸਮਾਲ ਕੈਪ ਫੰਡ ਲਈSIP ਨਿਵੇਸ਼ ਹੇਠਾਂ ਸੂਚੀਬੱਧ ਸਾਰਣੀ ਤੋਂ ਜੋ ਕਿ 1500 ਕਰੋੜ ਤੋਂ ਉੱਪਰ AUM 'ਤੇ ਆਧਾਰਿਤ ਹਨ।

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Best Mid & Small Cap Mutual Funds

ਵਿੱਤੀ ਸਾਲ 22 - 23 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੋਟੀ ਦੇ 9 ਵਧੀਆ ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ SIP

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Invesco India Mid Cap Fund Growth ₹159.5
↑ 1.33
₹5,779 500 0.4-4.921.122.430.643.1
Edelweiss Mid Cap Fund Growth ₹93.5
↑ 0.94
₹8,634 500 -1-7.11822.433.838.9
ICICI Prudential MidCap Fund Growth ₹265.91
↑ 2.58
₹5,796 100 -1.5-9.47.418.230.727
TATA Mid Cap Growth Fund Growth ₹399.755
↑ 1.99
₹4,333 150 -1.3-9.16.117.928.422.7
IDBI Small Cap Fund Growth ₹28.9633
↑ 0.13
₹494 500 -10-12.711.117.532.540
Sundaram Small Cap Fund Growth ₹237.896
↑ 1.72
₹2,955 100 -3.2-11.14.817.232.619.1
IDBI Midcap Fund Growth ₹27.0304
↑ 0.14
₹302 500 -4.3-9.712.41726.629.1
BNP Paribas Mid Cap Fund Growth ₹94.7656
↑ 0.46
₹1,982 300 -1.7-9.1916.928.528.5
ICICI Prudential Smallcap Fund Growth ₹80.1
↑ 0.30
₹7,392 100 -3.6-11.23.515.833.515.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 25
* ਜ਼ਿਕਰ ਕੀਤੇ ਫੰਡ ਹਨਪ੍ਰਬੰਧਨ ਅਧੀਨ ਸੰਪਤੀ (AUM) > 200 ਕਰੋੜ

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 16.6% 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 (22 Apr 25) ₹159.5 ↑ 1.33   (0.84 %)
Net Assets (Cr) ₹5,779 on 31 Mar 25
Category Equity - Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.56
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 ₹642,208.
Net Profit of ₹342,208
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 22 Apr 25

DurationReturns
1 Month 3.5%
3 Month 0.4%
6 Month -4.9%
1 Year 21.1%
3 Year 22.4%
5 Year 30.6%
10 Year
15 Year
Since launch 16.6%
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 31 Mar 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

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 13.7% 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 (22 Apr 25) ₹93.5 ↑ 0.94   (1.01 %)
Net Assets (Cr) ₹8,634 on 31 Mar 25
Category Equity - Mid Cap
AMC Edelweiss Asset Management Limited
Rating
Risk High
Expense Ratio 1.86
Sharpe Ratio 0.54
Information Ratio 0.32
Alpha Ratio 8.58
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 22 Apr 25

DurationReturns
1 Month 3.1%
3 Month -1%
6 Month -7.1%
1 Year 18%
3 Year 22.4%
5 Year 33.8%
10 Year
15 Year
Since launch 13.7%
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 213.42 Yr.
Raj Koradia1 Aug 240.58 Yr.

Data below for Edelweiss Mid Cap Fund as on 31 Mar 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

3. 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 (22 Apr 25) ₹265.91 ↑ 2.58   (0.98 %)
Net Assets (Cr) ₹5,796 on 31 Mar 25
Category Equity - Mid Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.11
Sharpe Ratio 0.13
Information Ratio -0.55
Alpha Ratio -0.28
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 ₹642,208.
Net Profit of ₹342,208
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 22 Apr 25

DurationReturns
1 Month 1.8%
3 Month -1.5%
6 Month -9.4%
1 Year 7.4%
3 Year 18.2%
5 Year 30.7%
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 31 Mar 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

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 12.7% 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 (22 Apr 25) ₹399.755 ↑ 1.99   (0.50 %)
Net Assets (Cr) ₹4,333 on 31 Mar 25
Category Equity - Mid Cap
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0
Sharpe Ratio 0.09
Information Ratio -0.92
Alpha Ratio -1.3
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 ₹612,552.
Net Profit of ₹312,552
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 22 Apr 25

DurationReturns
1 Month 2.1%
3 Month -1.3%
6 Month -9.1%
1 Year 6.1%
3 Year 17.9%
5 Year 28.4%
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 214.06 Yr.

Data below for TATA Mid Cap Growth Fund as on 31 Mar 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 14.5% 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 (22 Apr 25) ₹28.9633 ↑ 0.13   (0.47 %)
Net Assets (Cr) ₹494 on 31 Mar 25
Category Equity - Small Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.3
Sharpe Ratio 0.29
Information Ratio -0.19
Alpha Ratio 5.7
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 22 Apr 25

DurationReturns
1 Month 1.8%
3 Month -10%
6 Month -12.7%
1 Year 11.1%
3 Year 17.5%
5 Year 32.5%
10 Year
15 Year
Since launch 14.5%
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 31 Mar 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. 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 17% 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 (22 Apr 25) ₹237.896 ↑ 1.72   (0.73 %)
Net Assets (Cr) ₹2,955 on 31 Mar 25
Category Equity - Small Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio -0.08
Information Ratio -0.37
Alpha Ratio -3.38
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 22 Apr 25

DurationReturns
1 Month 5%
3 Month -3.2%
6 Month -11.1%
1 Year 4.8%
3 Year 17.2%
5 Year 32.6%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2023 19.1%
2022 45.3%
2021 -2.1%
2020 60.3%
2019 26.2%
2018 -6.1%
2017 -29.2%
2016 55.6%
2015 -0.1%
2014 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 31 Mar 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

7. 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 12.8% 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 (22 Apr 25) ₹27.0304 ↑ 0.14   (0.51 %)
Net Assets (Cr) ₹302 on 31 Mar 25
Category Equity - Mid Cap
AMC IDBI Asset Management Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.28
Sharpe Ratio 0.35
Information Ratio -0.75
Alpha Ratio 4.56
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 ₹584,107.
Net Profit of ₹284,107
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 22 Apr 25

DurationReturns
1 Month 0.6%
3 Month -4.3%
6 Month -9.7%
1 Year 12.4%
3 Year 17%
5 Year 26.6%
10 Year
15 Year
Since launch 12.8%
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 231.67 Yr.
Dikshit Mittal31 Jul 231.67 Yr.

Data below for IDBI Midcap Fund as on 31 Mar 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

8. 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 12.6% 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 (22 Apr 25) ₹94.7656 ↑ 0.46   (0.49 %)
Net Assets (Cr) ₹1,982 on 31 Mar 25
Category Equity - Mid Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk High
Expense Ratio 2.07
Sharpe Ratio 0.17
Information Ratio -0.85
Alpha Ratio 0.32
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 ₹612,552.
Net Profit of ₹312,552
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 22 Apr 25

DurationReturns
1 Month 1.8%
3 Month -1.7%
6 Month -9.1%
1 Year 9%
3 Year 16.9%
5 Year 28.5%
10 Year
15 Year
Since launch 12.6%
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 222.64 Yr.
Himanshu Singh21 Oct 240.36 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Mar 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

9. ICICI Prudential Smallcap Fund

(Erstwhile ICICI Prudential Indo Asia Equity Fund)

ICICI Prudential Indo Asia Equity Fund is an OE equity scheme that seeks to generate long term capital appreciation by investing in equity, equity related securities and or share classes/units of equity funds of companies, which are incorporated or have their area of primary activity, in the Asia Pacific region. Initially the Scheme will invest in share classes of International Opportunities Fund Asian Equity Fund and thereafter the Fund Manager of the Indo Asia Equity Fund may choose to make investment in listed equity shares, securities in the Asia Pacific region. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Smallcap Fund is a Equity - Small Cap fund was launched on 18 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 26 in Small Cap category.  Return for 2024 was 15.6% , 2023 was 37.9% and 2022 was 5.7% .

Below is the key information for ICICI Prudential Smallcap Fund

ICICI Prudential Smallcap Fund
Growth
Launch Date 18 Oct 07
NAV (22 Apr 25) ₹80.1 ↑ 0.30   (0.38 %)
Net Assets (Cr) ₹7,392 on 31 Mar 25
Category Equity - Small Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.04
Sharpe Ratio -0.08
Information Ratio -0.36
Alpha Ratio -3.16
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₹20,420
31 Mar 22₹28,527
31 Mar 23₹29,468
31 Mar 24₹41,702
31 Mar 25₹43,091

ICICI Prudential Smallcap 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 ICICI Prudential Smallcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 25

DurationReturns
1 Month 3.2%
3 Month -3.6%
6 Month -11.2%
1 Year 3.5%
3 Year 15.8%
5 Year 33.5%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 15.6%
2022 37.9%
2021 5.7%
2020 61%
2019 22.8%
2018 10%
2017 -22.4%
2016 42.7%
2015 6%
2014 0.5%
Fund Manager information for ICICI Prudential Smallcap Fund
NameSinceTenure
Anish Tawakley18 Sep 231.45 Yr.
Sri Sharma18 Sep 231.45 Yr.
Sharmila D’mello30 Jun 222.67 Yr.

Data below for ICICI Prudential Smallcap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Basic Materials28.13%
Industrials21.14%
Consumer Cyclical11.84%
Health Care8.42%
Financial Services5.23%
Utility3.36%
Consumer Defensive3.08%
Real Estate1.69%
Communication Services1.67%
Technology1.39%
Energy1.02%
Asset Allocation
Asset ClassValue
Cash13.04%
Equity86.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 23 | LT
3%₹195 Cr616,614
↑ 22,837
Procter & Gamble Health Ltd (Healthcare)
Equity, Since 29 Feb 24 | PGHL
3%₹175 Cr347,671
Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 Mar 18 | 533248
2%₹170 Cr13,629,398
↑ 1,537,601
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 532538
2%₹152 Cr149,768
Atul Ltd (Basic Materials)
Equity, Since 31 Oct 23 | ATUL
2%₹150 Cr283,164
↑ 154,274
Gujarat State Petronet Ltd (Utilities)
Equity, Since 31 Jan 24 | 532702
2%₹149 Cr5,470,101
↓ -686,743
Kesoram Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | KESORAMIND
2%₹148 Cr7,538,679
Gillette India Ltd (Consumer Defensive)
Equity, Since 31 Dec 23 | GILLETTE
2%₹146 Cr184,649
↑ 11,465
Tata Chemicals Ltd (Basic Materials)
Equity, Since 31 Aug 24 | TATACHEM
2%₹140 Cr1,801,616
↑ 163,000
Cummins India Ltd (Industrials)
Equity, Since 30 Sep 23 | 500480
2%₹138 Cr507,918
↑ 6,948

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।
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