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Performance Tracker

Small & Mid Cap

Funds that invest < 45% in CRISIL-defined Large Cap Stocks for a minimum of six out of nine months in each period over the past 3 years.
Small & Mid Cap - Ranks - as on Feb 12, 2016

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Sponsored Advt.
ICICI Pru MidCap Fund - Direct (G) Not Ranked
87.48 63 95 111 102 61 37 --
Birla SL Buy India -Direct (G) Not Ranked
4.10 1 1 2 1 22 18 --
Birla Sun Life Buy India (G) Not Ranked
55.26 2 2 4 2 25 24 10
SBI Small & Midcap Fund -Direct (G) Not Ranked
151.92 54 18 1 3 1 -- --
SBI Midcap Fund - Direct (G) Not Ranked
132.40 25 8 11 4 45 6 --
SBI Small & Midcap Fund (G) Not Ranked
559.85 55 23 3 5 2 32 --
SBI Magnum Midcap Fund (G) Rank 2
1,193.63 26 14 16 6 52 11 5
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
153.92 103 54 18 7 5 1 --
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,079.09 105 60 22 8 8 3 4
Axis Small Cap Fund - Direct (G) Not Ranked
6.20 23 3 5 9 23 -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
336.32 9 10 32 10 29 -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
44.56 34 27 31 11 47 31 --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.91 125 93 80 11 -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
309.45 24 4 6 13 30 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
68.30 61 44 25 13 26 9 --
Motilal Focused Midcap 30 - RP (G) Not Ranked
488.11 11 19 42 15 38 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
164.99 126 96 82 16 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
283.44 20 30 42 17 16 5 --
Mirae Emerging Bluechip Fund (G) Rank 1
986.02 65 49 28 17 34 15 1
Franklin (I) Smaller Co -Direct (G) Not Ranked
306.24 30 34 8 19 19 6 --
BNP Paribas Mid Cap Fund (G) Rank 2
404.57 35 31 34 20 55 42 6
Birla Sun Life MNC Fund (G) Rank 3
2,478.38 22 33 55 21 19 10 2
L&T Emerging Businesses Fund-DP (G) Not Ranked
27.90 76 39 12 21 -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
117.00 5 11 7 23 76 75 --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.16 121 88 96 23 -- -- --
Reliance Small Cap - Direct (G) Not Ranked
164.78 114 117 15 25 14 2 --
Birla SL Small & Midcap -Direct (G) Not Ranked
7.73 78 41 13 26 64 48 --
L&T Emerging Businesses Fund-RP (G) Not Ranked
334.90 77 42 17 27 -- -- --
Franklin (I) Smaller Cos (G) Rank 2
2,301.77 31 39 10 27 24 12 3
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
128.84 122 91 99 29 -- -- --
Kotak Emerging Equity - Direct (G) Not Ranked
38.72 41 77 37 30 21 50 --
L&T Midcap Fund -Direct (G) Not Ranked
18.18 79 51 33 30 33 21 --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.50 123 89 96 30 -- -- --
SBI Emerging Busi (G) Rank 5
1,486.36 6 17 9 30 79 81 17
Birla SL Small and Midcap Fund (G) Not Ranked
176.37 80 45 19 34 72 53 32
Reliance Small Cap Fund (G) Rank 1
1,705.31 116 120 20 34 17 4 8
IDFC Premier Equity - Direct (G) Not Ranked
532.93 27 9 38 36 78 57 --
SBI Magnum Global Fund - Direct (G) Not Ranked
193.15 3 5 23 36 62 41 --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
233.57 123 92 99 38 -- -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
905.52 32 61 58 38 65 38 --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
7.32 45 73 35 40 50 62 --
L&T Midcap Fund (G) Not Ranked
355.04 82 54 40 40 38 29 26
IDFC Premier Equity - B (G) Not Ranked
23.56 28 11 47 40 81 60 21
Can Robeco Emer-Equities-Direct (G) Not Ranked
93.01 98 98 70 40 15 14 --
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 28 13 48 44 82 60 21
Franklin (I) Prima - Direct (G) Not Ranked
283.64 16 28 13 45 41 26 --
Sundaram Select Midcap -Direct (G) Not Ranked
119.13 55 65 72 46 38 28 --
SBI Magnum Global Fund (G) Rank 3
2,158.87 4 6 25 46 70 48 11
Sundaram Select Midcap -IP (D) Not Ranked
0.17 55 65 72 48 41 30 18
UTI Mid Cap - Direct (G) Not Ranked
152.22 39 71 76 48 32 8 --
Kotak Emerging Equity - Regular (G) Rank 3
753.82 52 81 55 48 27 54 25
Can Robeco Emerg-Equities (G) Rank 2
736.79 103 101 76 51 18 16 7
Sundaram Select Midcap -RP (G) Rank 4
3,193.81 58 68 75 52 43 35 24
HDFC MidCap Opportunities (G) Rank 3
9,733.96 33 64 65 52 73 43 15
Birla SL Midcap Fund -Direct (G) Not Ranked
37.47 86 86 78 54 65 59 --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
343.71 52 79 52 55 57 65 29
UTI Mid Cap (G) Rank 2
3,203.82 41 74 80 55 36 13 9
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
11.91 45 69 90 57 27 21 --
Franklin India Prima Fund (G) Rank 3
3,562.74 20 31 20 58 48 39 11
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 72 38 24 58 -- -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
4.39 58 37 36 60 46 35 --
Birla Sun Life Midcap Fund (G) Rank 4
1,509.17 87 87 82 60 73 64 34
Birla SL Pure Value - Direct (G) Not Ranked
51.03 96 51 40 62 30 20 --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
58.16 67 59 65 62 80 74 40
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
80.27 70 53 62 64 62 55 --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.84 69 62 28 64 -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.20 98 82 42 66 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
241.91 68 63 30 67 -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
126.50 41 21 38 67 -- -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.59 127 127 121 69 4 -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.36 73 42 27 70 -- -- --
JPMorgan (I) Mid and Small Cap (G) Rank 3
643.40 45 70 94 70 36 31 13
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.79 128 128 123 72 6 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.12 130 128 123 72 3 -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
31.93 60 49 48 74 57 33 --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,788.83 71 57 68 74 69 58 30
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.78 133 133 126 74 -- -- --
HSBC Midcap Equity - Direct (G) Not Ranked
62.11 110 75 87 74 48 45 --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
193.95 100 83 48 74 -- -- --
Birla SL Pure Value Fund (G) Rank 4
355.19 97 54 52 79 35 26 21
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
69.64 128 128 123 80 9 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
55.56 130 131 127 81 11 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
42.39 134 134 130 82 -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
104.65 41 22 45 82 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
337.34 111 78 94 84 53 52 37
Can Robeco India Opport. - DP-(G) Not Ranked
12.55 106 125 98 84 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
103.98 130 132 127 84 7 -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
20.18 80 97 93 84 44 24 --
Axis Mid Cap Fund - Direct (G) Not Ranked
56.08 45 65 116 88 56 56 --
Religare Invesco Mid Cap (G) Not Ranked
118.88 61 48 61 89 59 50 16
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.54 37 25 51 89 -- -- --
Can Robeco India Opport. - RP-(G) Not Ranked
104.79 107 126 102 91 -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
119.88 36 26 58 92 -- -- --
Tata Mid Cap Growth Fund (G) Rank 2
537.85 82 100 102 93 51 34 20
Religare Invesco Mid N SmallCap (G) Rank 3
441.19 63 57 67 94 71 46 13
Axis Mid Cap Fund (G) Rank 5
1,181.42 51 71 129 95 67 63 18
Sundaram SMILE Fund -Direct (G) Not Ranked
54.91 118 122 108 96 10 17 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 118 122 107 96 11 18 27
Sahara Midcap Fund - Direct (G) Not Ranked
4.97 112 116 89 98 86 67 --
Sundaram SMILE Fund (G) Rank 3
1,238.37 120 124 109 99 13 23 28
Reliance Mid & Small Cap - Direct (G) Not Ranked
76.79 112 107 84 100 54 40 --
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.54 84 102 112 101 92 -- --
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.14 137 114 106 102 86 66 --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
87.48 63 95 111 102 61 37 --
Taurus Discovery Fund -Direct (G) Not Ranked
0.90 87 114 115 104 75 69 --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
153.18 84 103 113 105 94 -- --
Sahara Midcap Fund (G) Not Ranked
3.60 116 121 102 106 88 69 39
Reliance Mid & Small Cap Fund (G) Rank 4
2,173.08 114 113 90 107 60 47 32
Edelweiss Emerging Leaders (G) Not Ranked
39.88 138 117 110 108 89 67 --
Union KBC Small & Mid Cap -DP (G) Not Ranked
6.09 74 76 78 108 -- -- --
Taurus Discovery Fund (G) Not Ranked
32.87 89 119 118 110 77 71 35
ICICI Pru MidCap Fund (G) Rank 3
1,199.50 66 98 114 110 67 43 30
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.33 38 35 46 112 91 72 --
Sahara Wealth Plus - VPO (G) Not Ranked
8.07 39 36 52 113 93 73 38
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
105.95 75 80 86 114 -- -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.16 100 105 131 115 -- -- --
Sahara Star Value Fund (G) Not Ranked
1.13 135 135 55 116 90 82 43
Sundaram Small Cap - Series II-RP-G Not Ranked
61.00 100 109 132 117 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.15 136 136 64 118 84 79 --
Templeton (I) Equity Income - Dir (G) Not Ranked
20.76 10 89 58 118 97 83 --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 45 45 68 120 95 77 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.43 45 47 71 121 96 78 41
Templeton (I) Equity Income (G) Not Ranked
952.40 11 93 62 122 98 84 42
IDFC Sterling Equity - Direct (G) Not Ranked
86.04 90 84 99 123 83 75 --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,378.78 91 85 105 124 85 79 36
Sundaram Small Cap - Series III-RP-G Not Ranked
38.30 91 109 120 -- -- -- --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.68 108 107 88 -- -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
2.27 14 7 -- -- -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
33.64 16 20 -- -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
1.30 13 14 -- -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
9.20 8 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
0.36 7 -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.78 15 24 74 -- -- -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.68 91 103 118 -- -- -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
198.54 18 28 84 -- -- -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
40.45 95 109 121 -- -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.72 91 105 116 -- -- -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
40.04 109 109 90 -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
71.91 18 16 -- -- -- -- --

Note : Returns have been calculated based on NAV's as on Feb 12, 2016 & Index values as on Feb 12, 2016

As per AMFI guidelines, effective from quarter ending December 31, 2010, fund houses have stopped publishing the Assets Under Management (AUM) on a monthly basis. This data is published every quarter.

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