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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 Mar 29, 2015

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.90 39 19 16 1 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.28 43 21 18 2 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.51 38 20 13 3 -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.55 24 18 11 4 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
95.01 48 23 22 5 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
62.50 52 29 25 6 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
49.97 47 24 20 7 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
38.39 27 22 15 8 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
21.04 56 58 26 9 7 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 56 58 26 9 6 10 27
Sundaram SMILE Fund (G) Rank 3
654.02 58 60 32 11 9 13 30
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
61.06 3 44 17 12 1 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,562.61 4 46 19 13 2 4 5
Birla SL MNC Fund -Direct (G) Not Ranked
24.93 1 1 1 14 12 -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
22.45 104 92 33 15 -- -- --
Birla Sun Life MNC Fund (G) Rank 3
827.56 2 2 2 16 13 9 1
SBI Small & Midcap Fund (G) Not Ranked
121.80 106 97 38 17 25 32 --
Motilal Focused Midcap 30 - DP (G) Not Ranked
110.96 8 3 4 18 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
21.35 91 60 53 19 14 -- --
Kotak Emerging Equity - Direct (G) Not Ranked
1.89 35 54 30 20 43 -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
5.57 24 14 7 21 16 -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
113.67 9 4 5 21 -- -- --
Can Robeco Emerg-Equities (G) Rank 1
147.93 92 63 56 23 19 11 2
Tata Mid Cap Growth - Direct (G) Not Ranked
6.42 27 8 12 23 15 -- --
Kotak Emerging Equity - Regular (G) Rank 2
272.26 40 57 35 25 47 26 24
Tata Mid Cap Growth Fund (G) Rank 3
325.69 31 11 14 26 18 16 18
JPMorgan (I) Smaller Co. (G) Rank 2
269.21 30 16 8 27 21 6 6
Reliance Small Cap - Direct (G) Not Ranked
107.13 99 105 107 28 3 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
131.47 18 48 43 29 10 -- --
Reliance Small Cap Fund (G) Rank 2
1,174.86 100 106 110 30 4 3 --
Reliance Mid & Small Cap - Direct (G) Not Ranked
47.59 73 78 77 31 28 -- --
UTI Mid Cap - Direct (G) Not Ranked
70.56 16 62 71 32 5 -- --
Franklin (I) Smaller Cos (G) Rank 2
1,375.08 21 50 49 33 11 1 4
Reliance Mid & Small Cap Fund (G) Rank 4
1,905.73 75 81 81 34 32 23 23
UTI Mid Cap (G) Rank 2
1,885.59 20 66 75 35 8 4 10
L&T Midcap Fund -Direct (G) Not Ranked
5.36 40 54 51 36 23 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
53.35 101 84 79 37 24 -- --
L&T Midcap Fund (G) Rank 1
258.94 45 56 55 38 27 21 28
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.90 70 33 40 39 30 -- --
ICICI Pru MidCap Fund (G) Rank 3
948.48 102 91 82 40 28 25 32
Mirae Emerging Bluechip -Direct (G) Not Ranked
32.24 44 49 46 41 17 -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
7.65 29 39 23 42 32 -- --
Franklin (I) Prima - Direct (G) Not Ranked
111.24 49 40 21 43 35 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
5.56 22 79 86 44 -- -- --
Principal Emerging Bluechip(G) Rank 1
408.05 34 42 28 45 37 8 24
Religare Invesco Mid Cap (G) Not Ranked
87.67 77 37 45 46 37 15 9
Birla SL Buy India -Direct (G) Not Ranked
1.24 14 11 9 47 55 -- --
Mirae Emerging Bluechip Fund (G) Rank 3
547.37 49 50 53 47 22 7 --
Religare Invesco Mid N Small-DP (G) Not Ranked
17.04 81 27 37 49 26 -- --
Sundaram Select Midcap -Direct (G) Not Ranked
70.30 86 64 57 50 49 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.43 86 64 57 51 51 26 20
Birla Sun Life Buy India (G) Not Ranked
46.95 15 13 10 52 58 18 19
Franklin India Prima Fund (G) Rank 3
2,579.75 53 45 28 53 42 12 17
Birla SL Pure Value - Direct (G) Not Ranked
41.74 103 111 100 54 31 -- --
Axis Small Cap Fund - Regular (G) Not Ranked
283.86 23 85 89 54 -- -- --
Sundaram Select Midcap -RP (G) Rank 4
2,473.95 88 68 62 56 52 31 22
Birla SL Midcap Fund -Direct (G) Not Ranked
20.71 62 50 24 57 67 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
433.27 54 26 66 58 41 -- --
Birla SL Pure Value Fund (G) Rank 3
299.43 105 116 103 59 37 24 21
Axis Mid Cap Fund - Direct (G) Not Ranked
41.33 45 101 80 60 53 -- --
Religare Invesco Mid N SmallCap (G) Rank 3
291.89 83 34 44 61 34 14 3
SBI Magnum Global Fund - Direct (G) Not Ranked
71.61 10 15 34 62 50 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
45.36 95 89 94 62 36 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
4.44 75 80 57 64 66 -- --
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 55 31 72 65 45 17 11
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
3.29 35 43 73 65 46 -- --
Birla Sun Life Midcap Fund (G) Rank 5
1,380.47 63 53 31 67 71 37 37
SBI Magnum Global Fund (G) Rank 3
1,506.67 12 17 36 68 55 22 11
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
HSBC Midcap Equity Fund (G) Rank 3
230.12 98 94 99 69 40 37 39
Taurus Discovery Fund -Direct (G) Not Ranked
0.19 59 24 60 70 72 -- --
Kotak Mid-Cap Fund - Regular(G) Rank 4
323.33 81 88 65 71 69 34 29
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
42.33 107 93 66 72 57 -- --
Taurus Discovery Fund (G) Not Ranked
29.45 60 27 61 73 73 26 35
BNP Paribas Mid Cap Fund (G) Rank 2
232.20 40 47 77 74 53 20 8
Axis Mid Cap Fund (G) Rank 3
781.14 51 102 84 75 61 19 --
HDFC MidCap Opport.- Direct (G) Not Ranked
550.48 26 77 63 76 44 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,579.25 108 95 69 77 59 33 24
SBI Midcap Fund - Direct (G) Not Ranked
71.36 11 38 46 78 20 -- --
HDFC MidCap Opportunities (G) Rank 4
7,671.50 31 81 69 79 47 29 7
SBI Magnum Midcap Fund (G) Rank 3
669.63 13 41 51 80 24 2 16
Birla SL Small & Midcap -Direct (G) Not Ranked
3.88 89 72 63 81 62 -- --
Birla SL Small and Midcap Fund (G) Rank 3
165.52 90 75 68 82 65 35 34
IDFC Sterling Equity - Direct (G) Not Ranked
92.63 77 97 87 82 76 -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 111 79 20 83 -- -- --
IDFC Sterling Equity Fund - G Rank 4
1,645.82 80 99 90 84 79 39 30
HSBC Small Cap Fund (G) Not Ranked
13.45 112 80 23 85 49 48 30
IDFC Premier Equity - Direct (G) Not Ranked
502.78 5 6 39 85 60 -- --
IDFC Premier Equity - B (G) Not Ranked
45.37 6 7 41 86 63 30 13
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 6 9 42 87 64 31 13
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 116 105 84 88 49 43 1
Edelweiss Select Midcap -Direct (G) Not Ranked
0.49 17 35 48 88 68 -- --
Edelweiss Select Midcap Fund (G) Not Ranked
19.54 18 36 50 89 69 39 --
SBI Emerging Businesses -Direct (G) Not Ranked
105.77 31 96 96 90 84 -- --
SBI Emerging Busi (G) Rank 5
1,486.71 35 100 100 91 86 35 15
Motilal MOSt Shares Midcap 100 ETF Not Ranked
147.12 61 73 88 92 83 44 --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.21 74 30 73 93 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
127.98 77 32 75 94 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
6.14 112 114 113 95 74 -- --
Sahara Midcap Fund (G) Not Ranked
4.56 113 115 114 96 75 43 38
Sahara Star Value Fund -Direct (G) Not Ranked
0.56 118 118 116 97 77 -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.26 93 70 108 98 77 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.96 94 71 109 99 80 41 32
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 96 74 111 100 81 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.73 97 76 112 101 82 42 36
Sahara Star Value Fund (G) Not Ranked
1.83 117 117 115 102 85 45 40
L&T Emerging Businesses Fund-RP (G) Not Ranked
284.98 66 69 92 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
23.11 64 66 91 -- -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
3.04 69 103 94 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
63.98 68 104 97 -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
6.54 114 112 105 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
218.22 110 89 85 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.54 109 86 83 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
175.30 85 86 97 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.97 84 83 93 -- -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
0.65 116 110 104 -- -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
119.41 111 108 102 -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
4.88 65 5 3 -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
52.61 115 113 106 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
0.00 72 109 -- -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.00 70 107 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
135.79 67 10 6 -- -- -- --

Note : Returns have been calculated based on NAV's as on Mar 29, 2015 & Index values as on Mar 30, 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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