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Mapping your mutual fund investments to your goal, which is nothing but your need, will help define

which type of mutual fund you need. Invest for a purpose Map your risk Performance of the mutual fund

A large number of investors prefer to invest in mid & small-cap mutual funds. That is because though mid & small-cap mutual funds are high-risk funds, they have the potential to generate higher returns.

HDFC MidCap Opportunities (G)


IDFC Premier Equity - A (G) ICICI Pru Discovery Fund (G) Sundaram Select Midcap -RP (G) Birla Sun Life Midcap Fund -A (G)

Small & Mid Cap


Mutual Fund Scheme Fund Type Fund Manager Benchmark CRISIL Ranking Launch Date

Asset Size AUM (Rs. Cr.) NAV (04 May)

HDFC MidCap Opportunities (G) Open-ended Chirag Setalvad / Miten Lathia

CNX Midcap

Rank 1

June 2007

1,860.28

16.09

IDFC Premier Equity - A (G)

Open-ended

Kenneth Andrade

S&P CNX Nifty

Rank 2

September 2005

2,511.26

32.51

ICICI Pru Discovery Fund (G)

Open-ended Sankaran Naren / Mrinal Singh

CNX Midcap

Rank 2

July 2004

1,764.30

48.46

Sundaram Select Midcap -RP (G) Open-ended

Satish Ramanathan

BSE-Midcap Index

Rank 3

July 2002

1,986.15

140.71

Birla Sun Life Midcap Fund -A (G) Open-ended

Sanjay Chawla

CNX Midcap

Rank 4

October 2002

1,309.10

99.62

Thank you!!!

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