Investing in mid and small-cap funds offers investors a chance to benefit from the growth potential of emerging and rapidly expanding companies. Unlike large-cap firms that are typically more stable and established, mid and small-cap companies are often in their growth stages, providing opportunities for higher returns.
For those comfortable with moderate risk in exchange for greater reward potential, these funds can be an essential part of a diversified investment portfolio. In this article, we explore the top-performing Mid and Small Cap funds in India for November 2025, ranked based on their 3-year CAGR performance.
| Name | Sub Category | AUM (₹ Cr) | CAGR 5Y (%) | CAGR 3Y (%) |
| HDFC Mid Cap Fund | Mid Cap Fund | 84,854.73 | 30.74 | 27.32 |
| Nippon India Small Cap Fund | Small Cap Fund | 64,821.04 | 33.89 | 24.16 |
| Kotak Midcap Fund | Mid Cap Fund | 56,988.32 | 28.88 | 24.18 |
| Nippon India Growth Mid Cap Fund | Mid Cap Fund | 39,328.98 | 30.62 | 26.65 |
| HDFC Small Cap Fund | Small Cap Fund | 36,827.67 | 31.71 | 24.50 |
Note: The Mid and Small Cap Funds for November 2025 mentioned above have been selected and sorted based on AUM as of October 29, 2025
The Mid Cap Fund invests 93.6% of its portfolio in domestic equities, with 12.52% allocated to large-cap stocks, 46.93% to mid-cap stocks, and 8.78% to small-cap stocks.
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The fund invests 95.16% in domestic equities, with 8.04% allocated to large-cap stocks, 11.96% to mid-cap stocks, and 43.06% to small-cap stocks.
Key Metrics:
The fund holds 98.08% of its portfolio in domestic equities, with 4.78% in large-cap stocks, 33.34% in mid-cap stocks, and 22.1% in small-cap stocks.
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In conclusion, mid and small-cap funds present promising growth prospects but demand patience and a higher tolerance for risk. Since these segments are more sensitive to market volatility and economic changes, investors should focus on selecting funds backed by solid fundamentals and skilled fund managers to navigate uncertainties effectively.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.
Published on: Oct 29, 2025, 9:54 PM IST
Kusum Kumari
Kusum Kumari is a Content Writer with 4 years of experience in simplifying financial market concepts. Currently crafting insightful content at Angel One, She specialise in breaking down complex topics into easy-to-understand pieces, blending expertise in market fundamentals and technical analysis.
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