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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 17, 2017

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Sponsored Advt.
Reliance Mid & Small Cap Fund (G) Rank 3
2,287.94 82 116 79 60 80 49 24
Sahara Midcap Fund - Direct (G) Not Ranked
4.99 105 5 6 1 10 61 --
L&T Emerging Businesses Fund-DP (G) Not Ranked
20.16 4 3 3 2 6 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
346.11 6 4 5 3 7 -- --
Sahara Midcap Fund (G) Not Ranked
3.69 110 20 8 4 16 65 34
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
523.28 91 43 24 5 3 1 --
Sponsored Advt.
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,313.76 53 37 30 17 31 34 19
Mirae Emerging Bluechip -Direct (G) Not Ranked
363.23 3 34 17 6 5 13 --
Birla SL Small & Midcap -Direct (G) Not Ranked
44.73 30 47 43 7 9 30 --
DSP-BR Micro Cap Fund - RP (G) Rank 1
3,591.84 92 46 32 8 4 2 1
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
144.33 46 32 23 9 18 31 --
Mirae Emerging Bluechip Fund (G) Rank 1
2,543.65 5 40 22 10 7 19 3
Birla SL Small and Midcap Fund (G) Not Ranked
328.83 34 59 47 11 12 34 19
Sahara Star Value Fund (G) Not Ranked
0.60 117 31 63 12 51 73 44
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.79 10 44 13 12 -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.84 14 45 15 14 -- -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.35 16 51 17 15 60 -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.09 116 30 60 15 54 70 --
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,313.76 53 37 30 17 31 34 19
Sundaram Small Cap - Series IV-RP-G Not Ranked
46.92 11 47 16 18 -- -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
44.40 17 49 17 19 -- -- --
Sundaram Small Cap - Series II-RP-G Not Ranked
70.69 19 55 20 20 67 -- --
Kotak Emerging Equity - Direct (G) Not Ranked
64.85 9 42 48 20 15 10 --
Birla SL Pure Value - Direct (G) Not Ranked
112.15 20 21 27 22 23 15 --
L&T Midcap Fund -Direct (G) Not Ranked
27.17 37 21 10 23 18 21 --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.85 104 77 79 24 27 -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
155.32 64 53 72 25 29 -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
9.22 71 63 76 26 40 -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
13.70 29 7 30 27 21 -- --
L&T Midcap Fund (G) Rank 1
487.72 40 23 12 27 34 25 11
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.33 26 10 33 29 11 -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
140.88 72 64 84 30 48 -- --
Birla SL Pure Value Fund (G) Rank 3
545.75 22 24 41 30 38 22 8
Kotak Emerging Equity - Regular (G) Rank 2
1,126.24 15 52 52 32 33 18 13
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
118.75 68 58 77 32 40 -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.49 31 8 33 34 18 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.20 43 57 25 35 34 27 9
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
258.46 32 12 35 35 31 -- --
Sundaram Select Midcap -Direct (G) Not Ranked
306.41 43 55 25 35 34 25 --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.11 7 26 97 38 -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
178.45 28 16 38 38 14 -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
57.02 107 85 88 40 43 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
65.32 13 1 61 41 49 32 --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
142.48 33 13 38 42 29 -- --
Sundaram Select Midcap -RP (G) Rank 2
3,912.95 49 60 27 42 39 28 12
Kotak Mid-Cap Fund - Direct (G) Not Ranked
10.85 25 61 65 44 21 29 --
HDFC MidCap Opport.- Direct (G) Not Ranked
1,377.61 73 78 56 45 27 42 --
HSBC Midcap Equity Fund (G) Not Ranked
317.83 18 2 67 46 57 37 28
Reliance Small Cap - Direct (G) Not Ranked
294.77 121 50 4 46 17 5 --
HDFC MidCap Opportunities (G) Rank 2
11,638.66 75 86 64 48 43 50 16
Can Robeco Emer-Equities-Direct (G) Not Ranked
156.28 66 29 49 49 40 8 --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
231.43 8 33 106 50 -- -- --
Kotak Mid-Cap Fund - Regular(G) Rank 3
466.56 27 67 75 51 46 38 27
Reliance Small Cap Fund (G) Rank 2
2,314.84 122 62 7 52 34 11 4
Reliance Mid & Small Cap - Direct (G) Not Ranked
131.69 80 112 71 53 72 41 --
Franklin (I) Smaller Co -Direct (G) Not Ranked
704.68 93 79 70 54 24 17 --
Can Robeco Emerg-Equities (G) Rank 3
1,167.21 69 35 53 55 52 14 6
Taurus Discovery Fund -Direct (G) Not Ranked
0.51 38 36 89 56 75 63 --
IDFC Sterling Equity - Direct (G) Not Ranked
87.44 21 25 27 56 95 73 --
Birla SL Midcap Fund -Direct (G) Not Ranked
58.74 42 75 68 58 49 50 --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
81.49 1 6 14 58 70 44 --
Reliance Mid & Small Cap Fund (G) Rank 3
2,287.94 82 116 79 60 80 49 24
Taurus Discovery Fund (G) Not Ranked
39.32 41 39 91 60 83 67 28
Sundaram SMILE Fund -Direct (G) Not Ranked
50.13 57 65 53 62 83 6 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 57 66 53 62 80 7 17
IDFC Sterling Equity Fund - RP (G) Rank 5
1,144.50 23 27 40 64 106 76 39
Motilal MOSt Shares Midcap 100 ETF Not Ranked
25.51 52 27 59 65 56 69 41
Sundaram SMILE Fund (G) Rank 4
1,035.62 63 68 56 66 85 9 19
Franklin (I) Smaller Cos (G) Rank 2
3,324.75 101 90 81 67 46 24 2
Franklin (I) Prima - Direct (G) Not Ranked
470.26 24 69 87 68 54 33 --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
Birla Sun Life Midcap Fund (G) Rank 3
1,725.20 47 82 74 69 57 57 31
ICICI Pru MidCap Fund (G) Rank 3
1,034.57 2 10 21 69 79 54 22
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.40 94 102 81 71 61 -- --
Franklin India Prima Fund (G) Rank 3
4,116.72 12 53 90 72 64 42 7
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
210.02 95 104 86 73 67 -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
3.23 96 93 91 73 63 -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.41 61 16 35 73 -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
62.47 66 19 41 76 -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
106.01 64 18 43 76 -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
3.36 60 14 37 76 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
267.35 98 94 93 79 69 -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.59 57 9 45 80 -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
40.34 61 15 46 81 -- -- --
Templeton (I) Equity Income - Dir (G) Not Ranked
25.78 87 112 50 82 92 89 --
SBI Small & Midcap Fund -Direct (G) Not Ranked
148.98 35 74 9 83 12 3 --
Templeton (I) Equity Income (G) Not Ranked
890.40 89 115 56 84 95 90 43
Invesco India Mid Cap-Direct (G) Not Ranked
5.43 39 71 66 85 74 45 --
Invesco India Mid N Small-DP (G) Not Ranked
29.18 51 70 68 86 78 58 --
SBI Small & Midcap Fund (G) Not Ranked
630.88 36 81 11 87 24 4 --
Tata Mid Cap Growth - Direct (G) Not Ranked
21.30 45 37 72 87 88 50 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
6.12 111 82 103 89 -- -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
43.05 112 88 105 90 -- -- --
Tata Mid Cap Growth Fund (G) Rank 4
523.10 50 41 81 91 91 56 24
SBI Magnum Midcap Fund - Direct (G) Not Ranked
357.01 83 121 99 92 24 53 --
Invesco India Mid Cap (G) Not Ranked
137.02 48 73 77 93 89 62 23
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 88 80 98 94 94 87 --
Invesco India Mid N SmallCap (G) Not Ranked
412.14 56 72 85 95 90 68 18
UTI Mid Cap - Direct (G) Not Ranked
242.95 106 104 102 96 77 40 --
Sahara Wealth Plus - VPO (G) Not Ranked
8.35 89 84 100 97 100 88 40
SBI Magnum Midcap Fund (G) Rank 3
2,533.83 86 126 104 98 43 59 5
Edelweiss M&S CP-DP (G) Not Ranked
13.42 84 86 94 99 80 38 --
UTI Mid Cap (G) Rank 3
3,291.06 109 110 107 100 86 45 10
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
86.66 79 75 111 101 64 55 --
Edelweiss M&S CP (G) Rank 3
458.92 85 91 96 102 87 45 14
Axis Small Cap Fund - Direct (G) Not Ranked
6.97 70 100 51 103 61 34 --
Motilal Focused Midcap 30 - DP (G) Not Ranked
543.40 103 96 95 104 64 -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 97 94 108 105 112 91 --
BNP Paribas Mid Cap Fund (G) Rank 4
601.53 81 88 124 106 75 64 15
Sahara Wealth Plus - FPO (G) Not Ranked
1.44 99 98 109 106 115 92 42
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.22 129 117 114 108 97 12 --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.61 127 124 114 108 97 -- --
Axis Small Cap Fund (G) Not Ranked
343.53 74 107 61 110 70 45 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.50 127 118 116 111 97 15 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.53 130 120 116 111 100 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.34 132 125 119 113 104 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
101.27 132 118 120 114 106 20 --
Motilal Focused Midcap 30 - RP (G) Not Ranked
712.87 108 104 101 114 72 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.49 134 123 123 116 106 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.43 131 122 120 116 104 23 --
Union KBC Small & Mid Cap -DP (G) Not Ranked
7.59 119 103 130 118 117 -- --
Union KBC Small & Mid Cap -RP (G) Not Ranked
174.33 120 109 132 119 121 -- --
Can Robeco India Opport. - DP-(G) Not Ranked
12.65 114 111 116 120 111 -- --
Can Robeco India Opport. - RP-(G) Not Ranked
105.29 113 114 120 121 115 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
60.41 54 101 125 122 113 71 --
SBI Emerging Businesses -Direct (G) Not Ranked
148.19 100 129 126 123 93 77 --
SBI Emerging Busi (G) Rank 4
1,624.82 102 130 127 124 103 83 38
IDFC Premier Equity - Direct (G) Not Ranked
516.10 76 92 110 125 102 81 --
Axis Mid Cap Fund (G) Rank 5
1,130.44 55 108 128 126 120 72 30
IDFC Premier Equity - B (G) Not Ranked
15.76 77 97 112 127 109 85 35
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 78 98 113 128 110 86 37
SBI Magnum Global Fund - Direct (G) Not Ranked
218.40 115 131 129 129 118 79 --
SBI Magnum Global Fund (G) Rank 4
2,718.18 118 132 131 130 122 84 33
Birla SL MNC Fund -Direct (G) Not Ranked
316.53 125 127 133 131 113 59 --
Birla Sun Life MNC Fund (G) Rank 4
2,909.83 126 128 134 132 119 65 26
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.05 137 135 1 133 52 75 --
Edelweiss Emerging Leaders (G) Not Ranked
42.45 138 136 2 134 59 79 31
Birla SL Buy India -Direct (G) Not Ranked
1.62 135 133 135 135 1 78 --
Birla Sun Life Buy India (G) Not Ranked
21.36 136 134 136 136 2 82 35
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
0.00 124 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-RP-G Not Ranked
0.00 -- -- -- -- -- -- --
DSP-BR Micro Cap Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
0.00 123 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-DP-G Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Midcap Fund - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Midcap Fund - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
DSP-BR Small & MidCap - IP (G) Not Ranked
0.27 -- -- -- -- -- -- --

Note : Returns have been calculated based on NAV's as on Feb 17, 2017 & Index values as on Feb 17, 2017

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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