Helios Mid Cap Among Top 5 Midcap Mutual Funds With Highest Mid and Smallcap Exposure in August 2026

Helios Mid Cap Leads in Mid and Small-Cap Exposure

Midcap mutual funds are primarily designed to invest in medium-sized companies. However, their portfolios can differ significantly in how much they allocate to mid-cap and small-cap stocks.

According to ET Wealth data reported by Economic Times, Helios Mid Cap Fund had the highest combined exposure to mid-cap and small-cap stocks at 60.1% as of August 31, 2026.

The data highlights five midcap mutual funds with the highest combined mid- and small-cap exposure during August 2026.

Top 5 Midcap Mutual Funds by Mid and Small-Cap Exposure

Mutual FundMid & Small-Cap ExposureHelios Mid Cap Fund60.1%Aditya Birla Sun Life Mid Cap Fund57.9%SBI Midcap Fund56.1%Franklin India Mid Cap Fund55.8%WhiteOak Capital Mid Cap Fund54.6%

The figures are based on portfolio exposure as of August 31, 2026.

Helios Mid Cap Fund

Helios Mid Cap Fund topped the list with a combined 60.1% exposure to mid-cap and small-cap stocks.

Portfolio data from August 31, 2026 shows the fund had approximately 65.60% in mid-cap stocks and 29.97% in small-cap stocks, while its large-cap exposure was about 3.95%.

This portfolio composition indicates that the fund's holdings extend beyond the core mid-cap segment into a substantial allocation to smaller companies.

Aditya Birla Sun Life Mid Cap Fund

Aditya Birla Sun Life Mid Cap Fund ranked second, with 57.9% combined exposure to mid-cap and small-cap stocks as of August 31, 2026.

SBI Midcap Fund

SBI Midcap Fund occupied the third position with 56.1% exposure to mid-cap and small-cap stocks at the end of August 2026.

Franklin India Mid Cap Fund

Franklin India Mid Cap Fund had 55.8% combined exposure to mid-cap and small-cap stocks as of August 31, 2026, placing it fourth among the five funds highlighted in the analysis.

WhiteOak Capital Mid Cap Fund

WhiteOak Capital Mid Cap Fund rounded out the list with 54.6% combined exposure to mid-cap and small-cap stocks as of August 31, 2026.

What Does Higher Mid and Small-Cap Exposure Mean?

A higher allocation to mid- and small-cap stocks can make a mutual fund's portfolio more sensitive to movements in these segments of the equity market. Investors should therefore look at the complete portfolio rather than considering one allocation figure in isolation.

Fund selection can also depend on factors such as investment objective, risk level, portfolio concentration, expense ratio, investment horizon and performance across different market cycles.

The August portfolio data is a snapshot and can change as fund managers buy or sell securities.

Key Takeaways

• Helios Mid Cap Fund had the highest combined mid- and small-cap exposure among the five funds highlighted.

• Its combined exposure stood at 60.1% on August 31, 2026.

• Aditya Birla Sun Life Mid Cap Fund followed at 57.9%.

• SBI Midcap Fund had 56.1%, while Franklin India Mid Cap Fund had 55.8%.

• WhiteOak Capital Mid Cap Fund recorded 54.6%.

• These figures represent portfolio exposure at a particular date and should not be treated as a prediction of future returns.