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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 Dec 08, 2016

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Oct 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Sahara Midcap Fund - Direct (G) Not Ranked
4.90 1 1 3 1 46 58 --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
390.35 48 13 27 2 3 1 --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.85 62 52 30 2 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 1
3,106.06 50 14 37 4 4 2 2
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
9.23 122 88 25 5 58 -- --
Sponsored Advt.
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,129.93 49 32 39 27 37 44 24
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
154.78 124 105 33 6 53 -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
57.23 74 60 40 6 -- -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
242.91 37 17 20 8 6 7 --
Sahara Midcap Fund (G) Not Ranked
3.62 2 2 5 9 54 61 34
Birla SL Small & Midcap -Direct (G) Not Ranked
25.14 98 72 50 9 11 30 --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
128.03 125 112 38 11 62 -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
146.20 123 96 30 11 66 -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.18 118 137 48 13 -- -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
1,262.68 8 39 14 14 35 31 --
Mirae Emerging Bluechip Fund (G) Rank 1
2,010.42 39 20 22 15 7 9 3
Birla SL Small and Midcap Fund (G) Not Ranked
257.58 100 78 56 16 16 38 25
Kotak Emerging Equity - Direct (G) Not Ranked
51.80 52 34 59 17 15 13 --
HDFC MidCap Opportunities (G) Rank 3
11,208.20 12 45 18 18 43 41 10
Franklin (I) Smaller Co -Direct (G) Not Ranked
582.73 23 60 73 19 13 10 --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
112.25 47 29 32 20 26 36 --
L&T Emerging Businesses Fund-DP (G) Not Ranked
15.79 42 14 4 21 12 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
9.30 45 32 48 22 25 33 --
Sundaram Select Midcap -IP (D) Not Ranked
0.20 56 48 28 23 24 24 15
Sundaram Select Midcap -Direct (G) Not Ranked
200.86 56 48 28 23 22 23 --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
239.68 119 138 63 25 -- -- --
Sundaram Select Midcap -RP (G) Rank 3
3,805.13 58 52 34 26 26 29 16
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,129.93 49 32 39 27 37 44 24
L&T Emerging Businesses Fund-RP (G) Not Ranked
302.98 44 16 6 28 19 -- --
Kotak Emerging Equity - Regular (G) Rank 2
996.58 55 42 77 29 30 20 13
Franklin (I) Smaller Cos (G) Rank 1
2,996.11 25 70 81 30 26 17 1
Birla SL Pure Value - Direct (G) Not Ranked
80.43 26 45 23 31 58 11 --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
429.74 50 42 60 32 41 45 25
L&T Midcap Fund -Direct (G) Not Ranked
24.13 15 9 7 32 22 15 --
Franklin (I) Prima - Direct (G) Not Ranked
384.36 28 77 89 34 38 38 --
Birla SL Pure Value Fund (G) Rank 3
455.73 28 54 24 34 73 17 11
L&T Midcap Fund (G) Rank 2
464.73 17 11 8 36 34 21 9
Sundaram Small Cap - Series III-DP-G Not Ranked
0.82 61 50 11 37 -- -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.77 65 50 9 37 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
36.75 18 70 25 39 58 69 40
Sundaram Small Cap - Series II-DP-G Not Ranked
1.32 67 54 11 39 70 -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
43.22 65 54 14 41 -- -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
45.65 67 54 13 41 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
536.42 36 59 54 41 9 -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
3.24 70 86 64 41 51 -- --
Franklin India Prima Fund (G) Rank 2
4,045.59 32 81 93 45 48 49 7
Sundaram Small Cap - Series II-RP-G Not Ranked
68.84 70 58 14 46 81 -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
162.05 89 5 42 47 5 3 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 5 26 66 47 96 82 --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
270.83 72 88 68 49 54 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
50.54 40 63 44 50 38 43 --
Sahara Wealth Plus - VPO (G) Not Ranked
8.48 6 28 72 51 100 84 41
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.43 106 93 100 52 -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
3.38 104 96 103 53 -- -- --
SBI Magnum Midcap Fund - Direct (G) Not Ranked
286.71 78 65 113 53 18 26 --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.49 30 69 61 53 56 -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
691.58 38 67 61 56 16 -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,722.71 41 72 45 57 45 50 32
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
106.98 109 102 105 58 -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
63.02 112 100 104 58 -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
219.91 32 72 66 60 65 -- --
SBI Emerging Businesses -Direct (G) Not Ranked
141.25 34 64 108 61 81 75 --
SBI Small & Midcap Fund (G) Not Ranked
633.03 93 6 46 61 8 4 --
Reliance Small Cap - Direct (G) Not Ranked
253.79 43 8 9 63 19 5 --
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.49 137 7 1 64 36 64 --
Axis Small Cap Fund - Direct (G) Not Ranked
6.88 69 21 80 65 50 42 --
SBI Magnum Midcap Fund (G) Rank 2
2,225.07 80 76 115 66 30 34 6
SBI Emerging Busi (G) Rank 5
1,652.62 35 72 109 67 92 78 37
Templeton (I) Equity Income - Dir (G) Not Ranked
24.44 13 22 53 67 102 89 --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
Taurus Discovery Fund -Direct (G) Not Ranked
0.70 16 108 41 69 69 65 --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 10 36 82 69 113 85 --
Edelweiss Emerging Leaders (G) Not Ranked
57.13 138 10 2 71 43 68 33
Reliance Small Cap Fund (G) Rank 2
2,117.31 46 12 17 72 32 6 4
Invesco India Mid Cap-Direct (G) Not Ranked
5.21 21 23 77 72 76 48 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.48 11 38 84 74 115 86 42
Templeton (I) Equity Income (G) Not Ranked
916.47 14 24 56 75 107 90 43
Reliance Mid & Small Cap - Direct (G) Not Ranked
111.48 58 60 55 76 66 38 --
Taurus Discovery Fund (G) Not Ranked
35.88 18 113 42 77 79 70 31
Axis Small Cap Fund (G) Not Ranked
340.35 73 25 88 78 64 52 --
Can Robeco Emer-Equities-Direct (G) Not Ranked
141.18 86 67 51 79 41 8 --
Invesco India Mid N Small-DP (G) Not Ranked
30.37 26 35 84 80 85 55 --
Sahara Star Value Fund (G) Not Ranked
0.64 4 19 36 81 109 74 44
ICICI Pru MidCap Fund - Direct (G) Not Ranked
83.79 7 27 19 81 95 36 --
UTI Mid Cap - Direct (G) Not Ranked
228.65 92 121 91 83 73 24 --
Reliance Mid & Small Cap Fund (G) Rank 3
2,252.58 62 65 64 83 79 46 21
Sahara Star Value Fund -Direct (G) Not Ranked
0.10 3 18 34 85 112 60 --
HSBC Midcap Equity - Direct (G) Not Ranked
63.59 116 91 111 85 56 21 --
ICICI Pru MidCap Fund (G) Rank 4
1,093.62 9 31 21 87 105 46 19
Invesco India Mid Cap (G) Not Ranked
133.53 24 30 84 87 100 57 23
Can Robeco Emerg-Equities (G) Rank 2
1,080.09 91 79 58 89 49 11 5
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
13.92 126 119 69 90 26 -- --
HSBC Midcap Equity Fund (G) Rank 3
343.78 117 100 112 90 70 26 28
UTI Mid Cap (G) Rank 3
3,376.39 95 127 97 92 91 31 8
IDFC Sterling Equity - Direct (G) Not Ranked
88.31 75 79 79 93 113 81 --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.54 127 120 70 93 21 -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.43 130 121 70 95 10 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
261.61 127 121 73 96 38 -- --
Invesco India Mid N SmallCap (G) Not Ranked
432.69 31 44 92 97 104 61 20
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
144.25 129 124 75 98 32 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
180.68 131 124 75 99 13 -- --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,228.67 76 82 83 100 116 83 39
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
77.98 98 124 109 101 47 56 --
SBI Magnum Global Fund - Direct (G) Not Ranked
233.75 60 41 117 102 83 66 --
Edelweiss M&S CP-DP (G) Not Ranked
13.75 135 36 47 103 51 26 --
BNP Paribas Mid Cap Fund (G) Rank 3
594.20 101 129 114 104 58 61 11
SBI Magnum Global Fund (G) Rank 4
2,700.65 62 47 119 105 96 73 28
Edelweiss M&S CP (G) Rank 3
522.20 136 40 51 106 62 34 13
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.48 53 108 87 107 102 87 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
6.20 120 131 97 108 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
21.54 86 82 94 109 88 50 --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
43.64 121 134 100 110 -- -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
146.79 54 114 90 111 107 88 --
IDFC Premier Equity - Direct (G) Not Ranked
572.40 81 115 131 111 105 77 --
Tata Mid Cap Growth Fund (G) Rank 4
560.66 88 84 100 113 96 54 27
Sundaram SMILE Fund -Direct (G) Not Ranked
52.84 132 106 95 114 92 14 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 132 106 95 114 92 15 17
Union KBC Small & Mid Cap -DP (G) Not Ranked
7.65 77 128 127 114 118 -- --
IDFC Premier Equity - B (G) Not Ranked
17.52 84 117 133 117 110 79 35
Axis Mid Cap Fund - Direct (G) Not Ranked
61.61 95 108 120 117 117 70 --
IDFC Premier Equity - Regular (G) Rank 4
5,718.58 84 117 134 119 110 80 35
Sundaram SMILE Fund (G) Rank 3
1,114.81 134 108 99 119 99 19 22
Birla SL Buy India -Direct (G) Not Ranked
1.62 90 3 137 121 1 67 --
Union KBC Small & Mid Cap -RP (G) Not Ranked
175.65 79 130 132 122 120 -- --
Axis Mid Cap Fund (G) Rank 5
1,248.05 97 115 130 123 119 76 30
Birla Sun Life Buy India (G) Not Ranked
21.36 93 4 138 124 2 72 38
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.64 106 90 124 125 76 -- --
Birla SL MNC Fund -Direct (G) Not Ranked
403.32 20 135 135 125 66 53 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.80 112 91 123 126 73 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.78 104 85 120 126 72 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.39 109 93 124 126 76 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
56.50 114 96 126 129 85 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
42.92 106 87 122 129 83 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
70.91 109 93 127 129 88 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
105.33 114 99 127 129 88 -- --
Birla Sun Life MNC Fund (G) Rank 3
3,175.29 22 136 136 133 85 59 17
Can Robeco India Opport. - DP-(G) Not Ranked
12.97 81 132 116 134 -- -- --
Can Robeco India Opport. - RP-(G) Not Ranked
108.08 83 133 118 135 -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
40.80 103 104 107 -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.62 102 103 106 -- -- -- --
DSP-BR Small & MidCap - IP (G) Not Ranked
0.27 -- -- -- -- -- -- --
DSP-BR Micro Cap Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --

Note : Returns have been calculated based on NAV's as on Dec 08, 2016 & Index values as on Dec 08, 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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