ఉత్తమ స్మాల్ & మిడ్‌క్యాప్ ఈక్విటీ మ్యూచువల్ ఫండ్‌లు 2022

Updated on March 21, 2026 , 3313 views

మిడ్ మరియు స్మాల్ క్యాప్మ్యూచువల్ ఫండ్స్ దీర్ఘకాలంలో మంచి లాభాలను అందించగల సామర్థ్యం కారణంగా బాగా తెలిసిన ప్లాన్. ఈ నిధులు దీర్ఘకాలిక పెట్టుబడి లక్ష్యాల కోసం ఉత్తమ సంపద సృష్టి సాధనాల్లో ఒకటిగా కూడా పరిగణించబడతాయి. వంటి వారి వివిధ లక్ష్యాలను పెట్టుబడిదారులు ప్లాన్ చేసుకోవచ్చుపదవీ విరమణ ప్రణాళిక, పిల్లల ఉన్నత విద్య లేదా ఇల్లు/కారు కొనుగోలు మొదలైనవి. మధ్య మరియుస్మాల్ క్యాప్ ఫండ్స్ ఒక రకమైన మ్యూచువల్ ఫండ్‌లు మధ్య నుండి చిన్న పరిమాణాల కంపెనీల స్టాక్‌లలో పెట్టుబడి పెడతాయి.

ఈ ఫండ్‌లు సాధారణంగా a కలిగిన సంస్థలుగా నిర్వచించబడతాయిసంత INR 1000- 500 కోట్ల క్యాపిటలైజేషన్ (MC=కంపెనీ జారీ చేసిన షేర్ల సంఖ్య X మార్కెట్ ధర ఒక్కో షేరుకు). సాంప్రదాయకంగా, మిడ్-క్యాప్‌లు మిడ్-సైజ్ కంపెనీలు, ఇవి బాగా నడపడానికి మరియు మంచి వ్యాపార వ్యూహాన్ని కలిగి ఉంటే రేపటి నాయకులు లేదా పెద్ద క్యాప్‌లుగా మారతాయి. నిజానికి,మిడ్ క్యాప్ తక్కువ వడ్డీ రేట్లు, తక్కువ ఇన్‌పుట్ ఖర్చు మరియు మెరుగుదల కారణంగా 2015 సంవత్సరంలో స్టాక్‌లు లార్జ్ క్యాప్ మరియు స్మాల్ క్యాప్ స్టాక్‌లను అధిగమించాయి.రాజధాని తగ్గింపు. BSE మిడ్-క్యాప్ మరియు BSE స్మాల్-క్యాప్ ఇండెక్స్ వరుసగా 7.43% & 6.76% పెరిగాయి, అదే సమయంలో BSE సెన్సెక్స్ 5.03% పడిపోయింది.

మిడ్ & స్మాల్ క్యాప్ ఫండ్స్‌లో ఇన్వెస్ట్ చేయడానికి ఆసక్తి ఉన్న ఇన్వెస్టర్లు, 2500 కోట్ల కంటే ఎక్కువ AUM సైజుతో టాప్ పెర్ఫార్మింగ్ ఫండ్స్ క్రింద ఉన్నాయి.

Ready to Invest?
Talk to our investment specialist

2022లో పెట్టుబడి పెట్టడానికి టాప్ 6 ఉత్తమ స్మాల్ & మిడ్‌క్యాప్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Sundaram Small Cap Fund Growth	₹224.179 ↓ -8.08	₹3,306	-13.6	-14.6	-0.3	15.6	16.2	0.4
Aditya Birla Sun Life Small Cap Fund Growth	₹75.8621 ↓ -2.77	₹4,882	-11.1	-11.8	-0.1	15.4	12.2	-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Mar 26

Research Highlights & Commentary of 2 Funds showcased

Commentary	Sundaram Small Cap Fund	Aditya Birla Sun Life Small Cap Fund
Point 1	Bottom quartile AUM (₹3,306 Cr).	Highest AUM (₹4,882 Cr).
Point 2	Oldest track record among peers (21 yrs).	Established history (18+ yrs).
Point 3	Rating: 3★ (bottom quartile).	Top rated.
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 16.24% (upper mid).	5Y return: 12.24% (bottom quartile).
Point 6	3Y return: 15.56% (upper mid).	3Y return: 15.38% (bottom quartile).
Point 7	1Y return: -0.33% (bottom quartile).	1Y return: -0.13% (upper mid).
Point 8	Alpha: 6.09 (upper mid).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 1.01 (upper mid).	Sharpe: 0.95 (bottom quartile).
Point 10	Information ratio: -0.31 (bottom quartile).	Information ratio: 0.00 (upper mid).

Sundaram Small Cap Fund

Bottom quartile AUM (₹3,306 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.24% (upper mid).
3Y return: 15.56% (upper mid).
1Y return: -0.33% (bottom quartile).
Alpha: 6.09 (upper mid).
Sharpe: 1.01 (upper mid).
Information ratio: -0.31 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

Highest AUM (₹4,882 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.24% (bottom quartile).
3Y return: 15.38% (bottom quartile).
1Y return: -0.13% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.95 (bottom quartile).
Information ratio: 0.00 (upper mid).

* పై నిధుల జాబితాలో 2,500 కోట్ల కంటే ఎక్కువ నికర ఆస్తులు ఉన్నాయి. క్రమబద్ధీకరించబడిందిగత 3 సంవత్సరాల రిటర్న్.

1. 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.

Research Highlights for Sundaram Small Cap Fund

Bottom quartile AUM (₹3,306 Cr).
Oldest track record among peers (21 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.24% (upper mid).
3Y return: 15.56% (upper mid).
1Y return: -0.33% (bottom quartile).
Alpha: 6.09 (upper mid).
Sharpe: 1.01 (upper mid).
Information ratio: -0.31 (bottom quartile).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund Growth
Launch Date	15 Feb 05
NAV (23 Mar 26)	₹224.179 ↓ -8.08 (-3.48 %)
Net Assets (Cr)	₹3,306 on 28 Feb 26
Category	Equity - Small Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.94
Sharpe Ratio	1.01
Information Ratio	-0.31
Alpha Ratio	6.09
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.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹13,411
28 Feb 23	₹14,148
29 Feb 24	₹21,580
28 Feb 25	₹20,330
28 Feb 26	₹24,434

Sundaram Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 23 Mar 26

Duration	Returns
1 Month	-12.7%
3 Month	-13.6%
6 Month	-14.6%
1 Year	-0.3%
3 Year	15.6%
5 Year	16.2%
10 Year
15 Year
Since launch	15.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.4%
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%

Fund Manager information for Sundaram Small Cap Fund

Name	Since	Tenure
Rohit Seksaria	1 Nov 22	3.33 Yr.

Data below for Sundaram Small Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	21.38%
Industrials	18.92%
Financial Services	18.89%
Health Care	11.68%
Basic Materials	8.86%
Communication Services	4.43%
Technology	3.77%
Consumer Defensive	2.63%
Real Estate	2.09%
Utility	1.14%

Asset Allocation

Asset Class	Value
Cash	6.01%
Equity	93.77%
Debt	0.22%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
MTAR Technologies Ltd (Industrials) Equity, Since 31 Dec 24 \| MTARTECH	4%	₹134 Cr	352,589 ↓ -77,711
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	3%	₹110 Cr	1,681,362
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543387	3%	₹102 Cr	577,256
E I D Parry India Ltd (Basic Materials) Equity, Since 31 Jul 24 \| EIDPARRY	3%	₹87 Cr	1,006,386 ↑ 19,175
DCB Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| DCBBANK	2%	₹82 Cr	4,443,809
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	2%	₹82 Cr	992,680
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 21 \| 523025	2%	₹81 Cr	451,011 ↑ 19,090
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	2%	₹80 Cr	106,539 ↓ -25,549
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| 543417	2%	₹79 Cr	1,501,698 ↑ 67,177
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	2%	₹78 Cr	569,645 ↑ 58

2. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Research Highlights for Aditya Birla Sun Life Small Cap Fund

Highest AUM (₹4,882 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.24% (bottom quartile).
3Y return: 15.38% (bottom quartile).
1Y return: -0.13% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.95 (bottom quartile).
Information ratio: 0.00 (upper mid).

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund Growth
Launch Date	31 May 07
NAV (23 Mar 26)	₹75.8621 ↓ -2.77 (-3.53 %)
Net Assets (Cr)	₹4,882 on 28 Feb 26
Category	Equity - Small Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	0.95
Information Ratio	0
Alpha Ratio	0
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.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,988
28 Feb 23	₹12,024
29 Feb 24	₹17,652
28 Feb 25	₹16,665
28 Feb 26	₹20,103

Aditya Birla Sun Life Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Aditya Birla Sun Life 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 23 Mar 26

Duration	Returns
1 Month	-10.9%
3 Month	-11.1%
6 Month	-11.8%
1 Year	-0.1%
3 Year	15.4%
5 Year	12.2%
10 Year
15 Year
Since launch	11.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-3.7%
2023	21.5%
2022	39.4%
2021	-6.5%
2020	51.4%
2019	19.8%
2018	-11.5%
2017	-22.6%
2016	56.7%
2015	9.7%

Fund Manager information for Aditya Birla Sun Life Small Cap Fund

Name	Since	Tenure
Abhinav Khandelwal	31 Oct 24	1.33 Yr.
Dhaval Joshi	21 Nov 22	3.27 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	22.86%
Consumer Cyclical	16.16%
Industrials	15.26%
Health Care	14.35%
Basic Materials	11.61%
Consumer Defensive	7.2%
Real Estate	4.2%
Technology	2.43%
Utility	1.42%

Asset Allocation

Asset Class	Value
Cash	4.5%
Equity	95.5%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Navin Fluorine International Ltd (Basic Materials) Equity, Since 31 Jul 20 \| NAVINFLUOR	3%	₹144 Cr	230,000 ↓ -10,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Dec 24 \| MCX	3%	₹138 Cr	566,000
Sai Life Sciences Ltd (Healthcare) Equity, Since 30 Jun 25 \| SAILIFE	3%	₹128 Cr	1,286,665 ↑ 40,880
TD Power Systems Ltd (Industrials) Equity, Since 30 Jun 23 \| TDPOWERSYS	2%	₹119 Cr	1,312,944 ↓ -149,060
Karur Vysya Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| KARURVYSYA	2%	₹113 Cr	3,472,155 ↓ -600,000
CCL Products (India) Ltd (Consumer Defensive) Equity, Since 31 May 20 \| CCL	2%	₹109 Cr	1,078,825
Ramco Cements Ltd (Basic Materials) Equity, Since 28 Feb 25 \| RAMCOCEM	2%	₹97 Cr	858,998
Arvind Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| ARVIND	2%	₹93 Cr	2,642,013
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Dec 23 \| 543308	2%	₹89 Cr	1,200,000
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Aug 24 \| PNBHOUSING	2%	₹89 Cr	1,081,130

Disclaimer:
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.