ఉత్తమ స్మాల్ & మిడ్‌క్యాప్ ఈక్విటీ మ్యూచువల్ ఫండ్‌లు 2022

Updated on September 30, 2026 , 3764 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.

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2022లో పెట్టుబడి పెట్టడానికి టాప్ 6 ఉత్తమ స్మాల్ & మిడ్‌క్యాప్ ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Sundaram Small Cap Fund Growth	₹287.662 ↓ -4.31	₹4,155	-0.3	22.7	11.4	14.3	14.5	0.4
BNP Paribas Mid Cap Fund Growth	₹105.193 ↓ -0.91	₹2,658	-5.4	8.3	4.7	13.3	12.7	2.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 26

Research Highlights & Commentary of 2 Funds showcased

Commentary	Sundaram Small Cap Fund	BNP Paribas Mid Cap Fund
Point 1	Highest AUM (₹4,155 Cr).	Bottom quartile AUM (₹2,658 Cr).
Point 2	Oldest track record among peers (21 yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 14.55% (upper mid).	5Y return: 12.66% (bottom quartile).
Point 6	3Y return: 14.30% (upper mid).	3Y return: 13.31% (bottom quartile).
Point 7	1Y return: 11.42% (upper mid).	1Y return: 4.74% (bottom quartile).
Point 8	Alpha: 6.87 (upper mid).	Alpha: 2.09 (bottom quartile).
Point 9	Sharpe: 0.65 (upper mid).	Sharpe: 0.62 (bottom quartile).
Point 10	Information ratio: 0.12 (upper mid).	Information ratio: -0.14 (bottom quartile).

Sundaram Small Cap Fund

Highest AUM (₹4,155 Cr).
Oldest track record among peers (21 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.55% (upper mid).
3Y return: 14.30% (upper mid).
1Y return: 11.42% (upper mid).
Alpha: 6.87 (upper mid).
Sharpe: 0.65 (upper mid).
Information ratio: 0.12 (upper mid).

BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,658 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 12.66% (bottom quartile).
3Y return: 13.31% (bottom quartile).
1Y return: 4.74% (bottom quartile).
Alpha: 2.09 (bottom quartile).
Sharpe: 0.62 (bottom quartile).
Information ratio: -0.14 (bottom quartile).

* 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

Highest AUM (₹4,155 Cr).
Oldest track record among peers (21 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.55% (upper mid).
3Y return: 14.30% (upper mid).
1Y return: 11.42% (upper mid).
Alpha: 6.87 (upper mid).
Sharpe: 0.65 (upper mid).
Information ratio: 0.12 (upper mid).
Higher exposure to Consumer Cyclical vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding MTAR Technologies Ltd (~4.5%).

Below is the key information for Sundaram Small Cap Fund

Sundaram Small Cap Fund Growth
Launch Date	15 Feb 05
NAV (01 Oct 26)	₹287.662 ↓ -4.31 (-1.47 %)
Net Assets (Cr)	₹4,155 on 31 Aug 26
Category	Equity - Small Cap
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.94
Sharpe Ratio	0.65
Information Ratio	0.12
Alpha Ratio	6.87
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
30 Sep 21	₹10,000
30 Sep 22	₹10,170
30 Sep 23	₹13,210
30 Sep 24	₹18,587
30 Sep 25	₹17,456
30 Sep 26	₹20,023

Sundaram Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 1 Oct 26

Duration	Returns
1 Month	-3.4%
3 Month	-0.3%
6 Month	22.7%
1 Year	11.4%
3 Year	14.3%
5 Year	14.5%
10 Year
15 Year
Since launch	16.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	0.4%
2024	19.1%
2023	45.3%
2022	-2.1%
2021	60.3%
2020	26.2%
2019	-6.1%
2018	-29.2%
2017	55.6%
2016	-0.1%

Fund Manager information for Sundaram Small Cap Fund

Name	Since	Tenure
Rohit Seksaria	1 Nov 22	3.84 Yr.
Shalav Saket	20 Mar 26	0.45 Yr.

Data below for Sundaram Small Cap Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Consumer Cyclical	22.91%
Financial Services	20.56%
Industrials	18.48%
Health Care	10.67%
Basic Materials	9.15%
Technology	5.08%
Communication Services	4.06%
Real Estate	2.28%
Consumer Defensive	1.9%
Utility	0.72%

Asset Allocation

Asset Class	Value
Cash	3.39%
Equity	95.87%
Debt	0.74%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
MTAR Technologies Ltd (Industrials) Equity, Since 31 Dec 24 \| MTARTECH	4%	₹187 Cr	264,884
Rategain Travel Technologies Ltd (Technology) Equity, Since 30 Jun 23 \| RATEGAIN	3%	₹144 Cr	1,534,556
SJS Enterprises Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| SJS	3%	₹144 Cr	577,256
Eternal Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| ETERNAL	3%	₹133 Cr	4,056,832
Aster DM Quality Care Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 23 \| ASTERDM	3%	₹126 Cr	1,668,350 ↓ -13,012
Affle 3i Ltd (Communication Services) Equity, Since 31 May 21 \| AFFLE	3%	₹114 Cr	711,944
PNB Housing Finance Ltd (Financial Services) Equity, Since 31 Jul 24 \| PNBHOUSING	3%	₹110 Cr	957,209
Craftsman Automation Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| CRAFTSMAN	3%	₹109 Cr	97,466
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 21 \| 523025	2%	₹97 Cr	644,781 ↑ 104,258
DCB Bank Ltd (Financial Services) Equity, Since 30 Sep 24 \| DCBBANK	2%	₹97 Cr	4,443,809

2. 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.

Research Highlights for BNP Paribas Mid Cap Fund

Bottom quartile AUM (₹2,658 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 12.66% (bottom quartile).
3Y return: 13.31% (bottom quartile).
1Y return: 4.74% (bottom quartile).
Alpha: 2.09 (bottom quartile).
Sharpe: 0.62 (bottom quartile).
Information ratio: -0.14 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
High-quality debt (AAA/AA ~100%).
Largest holding Bharat Heavy Electricals Ltd (~3.3%).

Below is the key information for BNP Paribas Mid Cap Fund

BNP Paribas Mid Cap Fund Growth
Launch Date	2 May 06
NAV (01 Oct 26)	₹105.193 ↓ -0.91 (-0.86 %)
Net Assets (Cr)	₹2,658 on 31 Aug 26
Category	Equity - Mid Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	1.99
Sharpe Ratio	0.62
Information Ratio	-0.14
Alpha Ratio	2.09
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.

Date	Value
30 Sep 21	₹10,000
30 Sep 22	₹10,141
30 Sep 23	₹12,466
30 Sep 24	₹18,351
30 Sep 25	₹17,205
30 Sep 26	₹18,290

BNP Paribas Mid 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 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 1 Oct 26

Duration	Returns
1 Month	-6.4%
3 Month	-5.4%
6 Month	8.3%
1 Year	4.7%
3 Year	13.3%
5 Year	12.7%
10 Year
15 Year
Since launch	12.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	2.5%
2024	28.5%
2023	32.6%
2022	4.7%
2021	41.5%
2020	23.1%
2019	5.2%
2018	-17.5%
2017	49%
2016	-1.2%

Fund Manager information for BNP Paribas Mid Cap Fund

Name	Since	Tenure
Rohan Korde	1 May 26	0.34 Yr.
Ankeet Pandya	1 Jul 26	0.17 Yr.

Data below for BNP Paribas Mid Cap Fund as on 31 Aug 26

Equity Sector Allocation

Sector	Value
Financial Services	26.79%
Industrials	17.51%
Health Care	11.96%
Consumer Cyclical	10.87%
Technology	9.7%
Basic Materials	8.09%
Utility	3.52%
Real Estate	2.71%
Consumer Defensive	1.88%
Energy	1.72%
Communication Services	1.16%

Asset Allocation

Asset Class	Value
Cash	3.35%
Equity	95.9%
Debt	0.74%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Jan 24 \| 500103	3%	₹89 Cr	2,000,000
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Sep 24 \| 522275	3%	₹73 Cr	165,000
PB Fintech Ltd (Financial Services) Equity, Since 28 Feb 23 \| POLICYBZR	2%	₹65 Cr	348,500
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| 532814	2%	₹63 Cr	700,000
Ipca Laboratories Ltd (Healthcare) Equity, Since 31 Jan 24 \| 524494	2%	₹59 Cr	300,000 ↓ -11,250
The Federal Bank Ltd (Financial Services) Equity, Since 31 Jul 16 \| FEDERALBNK	2%	₹54 Cr	1,500,000 ↓ -500,000
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 31 Oct 25 \| 543349	2%	₹52 Cr	163,666
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Jan 26 \| MCX	2%	₹49 Cr	145,000 ↑ 7,000
One97 Communications Ltd (Technology) Equity, Since 30 Sep 25 \| PAYTM	2%	₹49 Cr	287,000
AU Small Finance Bank Ltd (Financial Services) Equity, Since 31 May 26 \| 540611	2%	₹49 Cr	450,000

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.