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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 Aug 03, 2015

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.76 3 1 6 1 -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.80 8 7 9 2 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.80 6 8 8 3 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.54 5 6 10 4 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.64 4 3 11 5 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
102.62 10 12 14 6 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
96.25 43 80 3 6 37 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.54 9 11 12 8 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.14 6 10 13 9 -- -- --
Birla Sun Life MNC Fund (G) Rank 2
1,548.97 45 82 5 10 43 9 1
SBI Small & Midcap Fund -Direct (G) Not Ranked
69.09 52 21 28 11 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
284.99 56 28 36 12 25 32 --
Motilal Focused Midcap 30 - DP (G) Not Ranked
244.24 92 13 4 13 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
251.05 94 14 7 14 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
98.50 61 65 16 15 1 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 13 52 57 16 7 13 25
Sundaram SMILE Fund -Direct (G) Not Ranked
48.44 13 51 57 16 5 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,873.81 63 73 19 18 3 3 9
Sundaram SMILE Fund (G) Rank 3
989.81 15 53 61 19 9 14 29
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
9.21 68 33 23 20 24 -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
46.12 22 18 21 21 10 -- --
Kotak Emerging Equity - Direct (G) Not Ranked
26.60 72 59 41 22 17 -- --
Can Robeco Emerg-Equities (G) Rank 1
427.66 23 19 26 23 11 6 3
Mirae Emerging Bluechip -Direct (G) Not Ranked
44.75 62 20 22 24 16 -- --
SBI Midcap Fund - Direct (G) Not Ranked
101.60 111 54 18 25 18 -- --
Kotak Emerging Equity - Regular (G) Rank 3
646.87 75 60 49 26 22 24 26
JPMorgan (I) Mid and Small Cap (G) Rank 2
442.00 70 38 34 26 32 8 8
Sundaram Select Midcap -Direct (G) Not Ranked
90.78 36 15 31 28 30 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 36 16 32 29 31 19 12
Mirae Emerging Bluechip Fund (G) Rank 2
684.63 64 25 27 30 20 5 2
SBI Magnum Midcap Fund (G) Rank 3
870.88 113 58 20 30 21 2 7
Birla SL Buy India -Direct (G) Not Ranked
2.84 86 111 57 32 63 -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
12.66 82 88 46 33 23 -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
5.30 26 5 15 34 45 -- --
Sundaram Select Midcap -RP (G) Rank 4
2,840.48 39 17 34 34 33 21 16
Birla Sun Life Buy India (G) Not Ranked
55.62 88 113 64 36 66 26 21
Principal Emer-Bluechip -Direct (G) Not Ranked
15.36 95 65 51 37 38 -- --
Tata Mid Cap Growth Fund (G) Rank 1
446.83 85 91 49 37 27 19 17
UTI Mid Cap - Direct (G) Not Ranked
104.06 77 64 54 39 13 -- --
BNP Paribas Mid Cap Fund (G) Not Ranked
299.10 27 8 17 40 52 10 5
Principal Emerging Bluechip(G) Rank 1
468.60 96 75 63 41 44 10 23
L&T Midcap Fund -Direct (G) Not Ranked
12.12 34 41 40 42 28 -- --
UTI Mid Cap (G) Rank 2
2,798.06 80 68 64 43 14 7 9
Birla SL Midcap Fund -Direct (G) Not Ranked
30.24 47 31 24 44 53 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
123.38 97 103 84 45 64 -- --
L&T Midcap Fund (G) Not Ranked
313.34 38 46 43 46 34 23 23
Reliance Small Cap - Direct (G) Not Ranked
147.43 11 22 85 47 4 -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,485.94 49 35 30 48 59 34 32
Religare Invesco Mid Cap-Direct (G) Not Ranked
3.56 101 83 68 49 40 -- --
SBI Magnum Global Fund (G) Rank 3
1,868.94 98 105 90 50 68 25 13
Kotak Mid-Cap Fund - Direct (G) Not Ranked
5.95 90 47 45 50 48 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
56.98 35 23 33 52 42 -- --
Franklin (I) Prima - Direct (G) Not Ranked
191.20 105 93 91 53 57 -- --
Reliance Small Cap Fund (G) Rank 3
1,419.43 12 26 89 53 8 4 --
Religare Invesco Mid N Small-DP (G) Not Ranked
24.88 99 86 72 55 47 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
67.82 16 31 43 55 2 -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.40 71 30 24 57 56 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
224.16 74 99 75 58 19 -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
70.48 44 37 42 59 35 -- --
HSBC Midcap Equity Fund (G) Rank 3
302.60 17 34 48 59 6 28 39
Taurus Discovery Fund (G) Not Ranked
32.39 73 35 29 61 58 28 35
Kotak Mid-Cap Fund - Regular(G) Rank 4
338.11 93 55 53 61 54 37 31
Axis Mid Cap Fund (G) Rank 4
1,074.34 40 29 37 63 48 10 --
Religare Invesco Mid Cap (G) Not Ranked
105.59 102 88 80 64 48 22 15
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,726.22 46 40 47 65 39 31 27
Franklin India Prima Fund (G) Rank 3
3,324.89 108 104 96 66 61 17 13
Birla SL Small & Midcap -Direct (G) Not Ranked
5.92 48 68 61 66 60 -- --
IDFC Premier Equity - Direct (G) Not Ranked
604.33 76 97 52 68 67 -- --
Religare Invesco Mid N SmallCap (G) Rank 3
398.93 100 90 85 69 54 17 11
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
HDFC MidCap Opport.- Direct (G) Not Ranked
745.25 67 68 69 70 46 -- --
IDFC Premier Equity - B (G) Not Ranked
29.92 79 101 55 71 69 32 18
Franklin (I) Smaller Cos (G) Rank 2
1,963.19 80 107 87 71 26 1 4
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 78 101 57 73 70 33 19
ICICI Pru MidCap Fund - Direct (G) Not Ranked
79.88 28 45 71 73 12 -- --
Birla SL Small and Midcap Fund (G) Not Ranked
178.65 50 76 67 73 62 36 34
Axis Small Cap Fund - Direct (G) Not Ranked
6.07 20 68 70 76 -- -- --
HDFC MidCap Opportunities (G) Rank 3
9,235.00 69 78 73 77 48 27 6
ICICI Pru MidCap Fund (G) Rank 3
1,201.63 30 50 79 78 14 16 30
Edelweiss Select Midcap -Direct (G) Not Ranked
0.92 83 85 55 79 73 -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.55 51 61 37 80 -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
308.07 21 77 75 81 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
143.57 53 63 39 82 -- -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 111 79 20 83 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
31.62 84 87 66 83 75 34 --
Reliance Mid & Small Cap - Direct (G) Not Ranked
67.36 29 93 97 84 36 -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 112 80 23 85 49 48 30
Reliance Mid & Small Cap Fund (G) Rank 3
2,235.97 31 96 100 85 40 30 27
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.71 54 72 100 86 -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.51 18 47 77 87 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
231.83 55 74 103 87 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
121.75 115 113 107 89 77 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
310.06 19 49 80 90 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,681.28 116 116 109 91 78 40 33
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.10 42 55 73 92 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
114.61 87 81 82 92 74 41 --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
186.01 41 57 77 94 -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
5.21 112 112 105 95 -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.48 103 95 108 96 81 -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
78.71 114 115 106 97 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.92 104 98 109 98 82 38 36
Birla SL Pure Value - Direct (G) Not Ranked
51.68 24 24 83 99 25 -- --
Birla SL Pure Value Fund (G) Rank 4
369.13 25 27 88 100 28 14 19
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 106 106 111 101 83 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.65 107 108 112 102 84 42 37
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.42 60 43 99 103 -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
115.87 109 117 113 104 79 -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
118.27 58 44 100 105 -- -- --
SBI Emerging Busi (G) Rank 5
1,483.47 110 118 114 106 80 43 22
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.08 59 39 95 107 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
5.64 32 62 91 108 71 -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
224.85 57 42 103 109 -- -- --
Sahara Midcap Fund (G) Not Ranked
4.28 33 67 93 110 72 38 38
Sahara Star Value Fund (G) Not Ranked
1.41 89 109 115 111 76 44 40
Sahara Star Value Fund -Direct (G) Not Ranked
0.31 91 110 116 112 65 -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
46.42 65 99 98 -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.59 1 2 1 -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.67 66 92 94 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
155.34 2 4 2 -- -- -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
166.46 118 84 -- -- -- -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.47 117 79 -- -- -- -- --

Note : Returns have been calculated based on NAV's as on Aug 03, 2015 & Index values as on Aug 03, 2015

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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