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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 Jul 22, 2016

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Sponsored Advt.
ICICI Pru MidCap Fund - Direct (G) Not Ranked
80.23 50 68 89 106 83 22 --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
257.21 96 27 13 1 3 1 --
Franklin (I) Smaller Co -Direct (G) Not Ranked
430.42 89 33 12 2 10 10 --
Birla SL Small & Midcap -Direct (G) Not Ranked
12.68 110 11 10 3 31 34 --
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,422.99 100 31 15 3 5 2 2
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.72 43 15 7 5 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
2,456.15 95 39 16 6 25 16 1
Birla SL Small and Midcap Fund (G) Not Ranked
191.29 114 12 14 7 36 44 22
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
49.38 48 19 9 8 -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
22.33 18 4 79 9 63 -- --
Sahara Star Value Fund (G) Not Ranked
0.77 127 46 19 10 107 62 41
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.21 3 9 4 11 84 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
304.47 22 8 81 11 66 -- --
Kotak Emerging Equity - Direct (G) Not Ranked
32.45 100 44 8 13 8 19 --
Sahara Star Value Fund -Direct (G) Not Ranked
0.10 128 49 23 14 108 53 --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.84 5 4 1 15 73 -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
238.28 2 10 5 16 88 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
145.68 91 47 34 17 9 9 --
SBI Emerging Businesses -Direct (G) Not Ranked
125.18 59 119 60 18 80 69 --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.85 34 47 21 19 53 -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
124.31 6 6 3 19 78 -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.83 1 1 1 21 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.27 42 52 25 22 57 -- --
Mirae Emerging Bluechip Fund (G) Rank 1
1,411.12 94 53 43 23 17 15 2
Kotak Mid-Cap Fund - Direct (G) Not Ranked
7.36 65 75 17 23 27 41 --
SBI Emerging Busi (G) Rank 4
1,532.14 60 121 71 25 85 72 32
SBI Midcap Fund - Direct (G) Not Ranked
208.39 106 83 45 26 12 13 --
Kotak Emerging Equity - Regular (G) Rank 3
837.13 104 51 11 26 18 23 11
Franklin (I) Prima - Direct (G) Not Ranked
329.69 123 55 27 28 26 37 --
Reliance Small Cap - Direct (G) Not Ranked
207.84 103 90 127 29 40 3 --
Birla SL Pure Value - Direct (G) Not Ranked
62.04 17 103 41 30 85 21 --
HDFC MidCap Opport.- Direct (G) Not Ranked
1,052.04 75 53 30 31 49 34 --
SBI Small & Midcap Fund -Direct (G) Not Ranked
157.34 49 120 114 32 4 -- --
SBI Magnum Midcap Fund (G) Rank 2
1,680.82 112 86 66 32 21 18 4
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
202.69 4 2 6 34 -- -- --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
362.67 79 83 22 35 35 49 26
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.73 9 36 46 35 -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.21 86 66 56 37 76 -- --
Franklin India Prima Fund (G) Rank 2
3,604.21 124 61 33 37 34 47 9
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
85.42 66 3 18 39 37 27 --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
160.51 11 41 52 40 -- -- --
Reliance Small Cap Fund (G) Rank 2
1,830.94 105 101 130 41 52 4 5
Birla SL Pure Value Fund (G) Rank 3
378.00 21 109 50 41 92 25 13
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
194.62 88 70 67 43 79 -- --
HDFC MidCap Opportunities (G) Rank 3
9,771.58 83 56 41 44 59 43 13
Sahara Midcap Fund - Direct (G) Not Ranked
4.59 52 73 28 44 94 58 --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,809.77 74 7 19 46 45 30 29
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.46 10 38 46 47 -- -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.16 11 39 48 48 -- -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
232.40 13 42 52 49 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
596.16 51 122 120 50 6 32 --
L&T Midcap Fund -Direct (G) Not Ranked
20.58 44 33 96 51 39 24 --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
128.14 14 43 56 51 -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
6.31 125 123 117 53 63 -- --
Sahara Midcap Fund (G) Not Ranked
3.28 56 82 43 54 98 63 36
L&T Midcap Fund (G) Rank 3
402.71 46 36 101 55 51 28 16
Not Ranked
1.26 7 24 88 56 62 64 --
Birla SL Midcap Fund -Direct (G) Not Ranked
42.73 54 45 70 56 45 50 --
Reliance Mid & Small Cap - Direct (G) Not Ranked
80.16 57 12 82 58 65 29 --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 107 76 60 59 43 33 17
Can Robeco Emer-Equities-Direct (G) Not Ranked
115.72 72 64 84 59 33 10 --
Sundaram Select Midcap -Direct (G) Not Ranked
148.27 107 76 60 59 41 32 --
HSBC Midcap Equity - Direct (G) Not Ranked
60.54 15 23 24 59 55 5 --
Axis Small Cap Fund - Regular (G) Not Ranked
312.62 126 126 122 59 72 -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
36.76 47 108 60 64 85 68 38
Birla Sun Life Midcap Fund (G) Rank 3
1,515.76 55 50 74 65 54 52 33
Not Ranked
48.50 8 25 92 65 66 67 --
Sundaram Select Midcap -RP (G) Rank 3
3,343.68 111 79 67 65 48 37 21
Reliance Mid & Small Cap Fund (G) Rank 5
2,036.94 58 14 87 68 71 34 25
HSBC Midcap Equity Fund (G) Not Ranked
319.38 16 26 26 68 60 6 34
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
Can Robeco Emerg-Equities (G) Rank 2
903.66 79 69 90 70 43 14 6
UTI Mid Cap - Direct (G) Not Ranked
183.33 115 99 72 70 38 17 --
Motilal Focused Midcap 30 - DP (G) Not Ranked
436.49 93 74 83 70 20 -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
62.27 82 81 73 73 41 37 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 19 29 75 74 29 8 15
Sundaram SMILE Fund -Direct (G) Not Ranked
52.60 19 28 75 74 29 7 --
Templeton (I) Equity Income - Dir (G) Not Ranked
21.79 61 113 29 76 103 79 --
Sundaram SMILE Fund (G) Rank 4
1,068.63 23 30 77 76 32 12 19
UTI Mid Cap (G) Rank 3
3,086.82 116 104 77 78 49 20 10
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.66 68 58 32 79 -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.71 69 59 31 79 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
598.86 98 80 91 81 27 -- --
Templeton (I) Equity Income (G) Not Ranked
866.80 62 116 36 82 104 80 40
Sundaram Small Cap - Series III-RP-G Not Ranked
37.54 73 63 36 83 -- -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
39.64 71 61 38 83 -- -- --
BNP Paribas Mid Cap Fund (G) Rank 3
500.27 90 86 80 83 56 47 7
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.51 81 65 85 86 -- -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
38.73 76 66 86 87 -- -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
266.35 121 133 119 88 66 57 --
IDFC Premier Equity - Direct (G) Not Ranked
531.46 77 112 94 89 76 60 --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.14 62 56 34 90 -- -- --
LIC NOMURA MF Midcap Fund - Direct (G) Not Ranked
34.03 32 93 40 90 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.87 24 32 52 92 70 54 --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
13.00 99 101 97 93 45 30 --
Sundaram Small Cap - Series II-RP-G Not Ranked
59.74 67 60 39 94 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
382.41 129 124 127 95 7 46 --
IDFC Premier Equity - B (G) Not Ranked
17.29 84 114 98 96 81 65 26
IDFC Premier Equity - Regular (G) Rank 4
5,493.71 86 115 99 96 82 66 26
Birla SL Buy India -Direct (G) Not Ranked
1.62 135 135 135 98 1 70 --
JPMorgan (I) Mid and Small Cap (G) Rank 2
570.40 102 107 101 98 57 41 12
SBI Magnum Global Fund (G) Rank 3
2,461.99 122 134 125 98 74 60 24
Union KBC Small & Mid Cap -DP (G) Not Ranked
6.89 64 85 94 101 99 -- --
Taurus Discovery Fund (G) Not Ranked
31.69 28 35 69 102 75 56 31
IDFC Sterling Equity - Direct (G) Not Ranked
81.81 92 72 113 103 91 71 --
LIC NOMURA MF Midcap Fund - Regular (G) Not Ranked
45.01 39 104 55 103 -- -- --
Birla Sun Life Buy India (G) Not Ranked
21.36 136 136 136 105 2 73 23
ICICI Pru MidCap Fund - Direct (G) Not Ranked
80.23 50 68 89 106 83 22 --
Birla Sun Life MNC Fund (G) Rank 2
2,910.13 132 127 131 107 16 51 8
IDFC Sterling Equity Fund - RP (G) Rank 5
1,182.78 97 76 115 108 93 74 35
Union KBC Small & Mid Cap -RP (G) Not Ranked
150.93 70 86 107 109 101 -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.29 130 128 100 110 100 75 --
Tata Mid Cap Growth - Direct (G) Not Ranked
20.80 109 116 121 110 60 37 --
ICICI Pru MidCap Fund (G) Rank 4
1,042.87 53 71 93 112 88 26 29
Sahara Wealth Plus - VPO (G) Not Ranked
7.82 131 130 109 113 102 76 37
Tata Mid Cap Growth Fund (G) Rank 3
528.00 113 118 126 114 69 45 18
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.38 41 93 104 114 14 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.79 36 89 101 114 13 -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.40 35 91 104 117 15 -- --
Can Robeco India Opport. - DP-(G) Not Ranked
11.76 117 100 132 118 -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.52 33 91 106 118 11 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
65.60 45 98 109 120 23 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
52.27 38 96 111 120 24 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
97.60 40 95 107 120 21 -- --
Can Robeco India Opport. - RP-(G) Not Ranked
98.07 118 104 134 123 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
39.74 36 96 111 124 19 -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 133 131 116 125 105 77 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.37 134 132 118 126 106 78 39
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.07 77 110 123 127 96 -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
143.56 85 111 124 128 97 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
57.04 119 125 129 129 88 55 --
Axis Mid Cap Fund (G) Rank 5
1,159.26 120 129 132 130 95 59 19
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
55.63 30 22 58 -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
94.45 31 21 58 -- -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
2.99 27 16 65 -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.15 26 17 60 -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.43 25 17 48 -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
36.07 29 20 50 -- -- -- --

Note : Returns have been calculated based on NAV's as on Jul 22, 2016 & Index values as on Jul 22, 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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