YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : Small & Mid Cap
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 Sep 27, 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 35 81 110 104 92 26 --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.72 56 7 3 1 -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.21 44 5 7 1 38 -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.84 43 8 9 3 47 -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
238.28 48 6 10 3 43 -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
49.38 62 10 4 5 -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
124.31 45 9 12 5 56 -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
12.68 23 20 5 7 10 26 --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.83 33 3 1 8 -- -- --
Birla SL Small and Midcap Fund (G) Not Ranked
191.29 24 27 6 9 12 35 23
Birla SL Pure Value - Direct (G) Not Ranked
62.04 26 1 28 10 40 18 --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
85.42 25 58 15 11 25 24 --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
257.21 27 71 18 11 4 1 --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
202.69 42 4 2 13 -- -- --
Birla SL Pure Value Fund (G) Rank 3
378.00 30 2 33 14 55 22 10
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,422.99 31 78 26 15 5 2 2
DSP-BR Small & Mid Cap -RP (G) Rank 3
1,809.77 28 62 21 15 31 30 28
Franklin (I) Smaller Co -Direct (G) Not Ranked
430.42 94 87 38 17 17 10 --
Mirae Emerging Bluechip -Direct (G) Not Ranked
145.68 64 39 28 18 11 7 --
Mirae Emerging Bluechip Fund (G) Rank 1
1,411.12 66 48 32 19 15 14 3
Kotak Mid-Cap Fund - Direct (G) Not Ranked
7.36 34 35 58 20 22 26 --
Franklin (I) Smaller Cos (G) Rank 1
2,456.15 105 91 55 21 30 18 1
Kotak Emerging Equity - Direct (G) Not Ranked
32.45 72 64 27 22 12 11 --
L&T Emerging Businesses Fund-DP (G) Not Ranked
22.33 19 16 10 22 33 -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.85 70 21 45 24 43 -- --
Reliance Small Cap - Direct (G) Not Ranked
207.84 1 49 60 25 56 3 --
L&T Emerging Businesses Fund-RP (G) Not Ranked
304.47 21 18 14 25 41 -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.27 73 24 50 25 54 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
1,052.04 77 11 30 28 33 25 --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.73 50 39 38 29 3 -- --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
362.67 41 50 65 30 37 41 22
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.46 48 39 37 31 -- -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.16 50 42 38 32 -- -- --
Kotak Emerging Equity - Regular (G) Rank 2
837.13 74 71 31 33 19 20 9
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
160.51 54 44 48 34 6 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
232.40 53 44 46 35 -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.21 89 55 59 35 73 -- --
Reliance Small Cap Fund (G) Rank 2
1,830.94 2 52 65 37 70 4 4
SBI Magnum Midcap Fund - Direct (G) Not Ranked
208.39 75 107 75 37 16 17 --
SBI Small & Midcap Fund -Direct (G) Not Ranked
157.34 17 68 100 37 7 -- --
HDFC MidCap Opportunities (G) Rank 3
9,771.58 80 14 34 37 43 34 13
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
128.14 54 46 48 41 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
36.76 58 12 81 42 74 69 38
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
194.62 88 58 60 43 74 -- --
Sahara Midcap Fund - Direct (G) Not Ranked
4.59 91 47 67 43 101 60 --
Sahara Star Value Fund (G) Not Ranked
0.77 120 123 88 45 113 64 44
Sundaram Select Midcap -IP (D) Not Ranked
0.17 84 37 43 46 22 33 15
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.66 8 24 18 46 -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
148.27 84 37 38 46 21 32 --
Franklin (I) Prima - Direct (G) Not Ranked
329.69 132 111 82 46 31 42 --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.71 10 27 20 50 -- -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.14 7 23 17 51 -- -- --
Sundaram Select Midcap -RP (G) Rank 3
3,343.68 86 43 47 52 27 39 17
Birla SL Midcap Fund -Direct (G) Not Ranked
42.73 47 13 38 53 19 45 --
Sundaram Small Cap - Series IV-RP-G Not Ranked
39.64 11 30 23 54 -- -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
37.54 12 32 24 54 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.10 118 122 90 56 114 54 --
Sundaram Small Cap - Series II-RP-G Not Ranked
59.74 9 26 22 56 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
1,680.82 79 111 84 58 24 22 4
SBI Small & Midcap Fund (G) Not Ranked
596.16 18 75 106 59 9 32 --
Franklin India Prima Fund (G) Rank 2
3,604.21 135 119 85 60 47 47 7
Birla Sun Life Midcap Fund (G) Rank 4
1,515.76 57 15 53 61 28 49 31
Sahara Midcap Fund (G) Not Ranked
3.28 99 53 80 62 108 63 39
Reliance Mid & Small Cap - Direct (G) Not Ranked
80.16 68 65 16 62 74 31 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.29 90 94 124 64 105 77 --
HSBC Midcap Equity - Direct (G) Not Ranked
60.54 4 63 54 64 60 5 --
Can Robeco Emer-Equities-Direct (G) Not Ranked
115.72 52 18 36 66 26 6 --
Templeton (I) Equity Income - Dir (G) Not Ranked
21.79 36 55 107 67 110 83 --
Sahara Wealth Plus - VPO (G) Not Ranked
7.82 92 99 125 68 107 79 40
SBI Emerging Businesses -Direct (G) Not Ranked
125.18 67 82 105 69 86 71 --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
L&T Midcap Fund -Direct (G) Not Ranked
20.58 29 51 52 70 38 26 --
Reliance Mid & Small Cap Fund (G) Rank 3
2,036.94 70 69 24 70 82 40 23
HSBC Midcap Equity Fund (G) Rank 3
319.38 5 67 57 72 71 8 29
Templeton (I) Equity Income (G) Not Ranked
866.80 37 60 112 73 112 84 42
Can Robeco Emerg-Equities (G) Rank 2
903.66 59 31 50 74 35 9 6
SBI Emerging Busi (G) Rank 5
1,532.14 69 87 113 75 91 74 35
L&T Midcap Fund (G) Rank 2
402.71 32 54 56 76 49 35 16
Motilal Focused Midcap 30 - DP (G) Not Ranked
436.49 13 66 69 77 8 -- --
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.26 15 29 8 78 59 67 --
Taurus Discovery Fund -Direct (G) Not Ranked
0.87 107 33 34 79 83 58 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.51 83 57 68 80 -- -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
38.73 87 61 70 81 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 100 105 130 82 109 81 --
Edelweiss Emerging Leaders (G) Not Ranked
48.50 16 34 13 83 68 68 33
Sahara Wealth Plus - FPO (G) Not Ranked
1.37 103 106 131 84 111 82 43
UTI Mid Cap - Direct (G) Not Ranked
183.33 61 73 76 85 68 16 --
Taurus Discovery Fund (G) Not Ranked
31.69 110 36 44 85 87 61 32
Axis Small Cap Fund - Direct (G) Not Ranked
6.31 133 117 103 87 74 -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
598.86 14 73 76 88 14 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 39 82 63 89 61 13 17
Sundaram SMILE Fund -Direct (G) Not Ranked
52.60 39 82 62 89 61 12 --
Sundaram SMILE Fund (G) Rank 3
1,068.63 45 85 64 91 66 15 19
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
62.27 124 89 87 92 43 52 --
UTI Mid Cap (G) Rank 3
3,086.82 65 79 83 93 78 21 8
Invesco India Mid Cap-Direct (G) Not Ranked
4.63 100 94 94 94 79 42 --
Axis Small Cap Fund - Regular (G) Not Ranked
312.62 135 121 109 95 85 -- --
Invesco India Mid N Small-DP (G) Not Ranked
30.11 94 102 95 96 81 47 --
IDFC Sterling Equity - Direct (G) Not Ranked
81.81 76 90 86 97 102 75 --
BNP Paribas Mid Cap Fund (G) Rank 3
500.27 128 93 95 98 66 56 12
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
13.00 81 70 93 99 36 35 --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,182.78 78 92 91 100 106 76 41
Invesco India Mid Cap (G) Not Ranked
120.93 108 104 98 101 89 50 23
JPMorgan (I) Mid and Small Cap (G) Rank 3
570.40 82 76 97 102 52 44 10
Invesco India Mid N SmallCap (G) Not Ranked
418.34 106 109 98 103 89 55 20
ICICI Pru MidCap Fund - Direct (G) Not Ranked
80.23 35 81 110 104 92 26 --
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.07 3 17 89 105 93 -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
143.56 5 22 92 106 96 -- --
ICICI Pru MidCap Fund (G) Rank 4
1,042.87 38 86 114 106 95 38 23
Union KBC Small & Mid Cap -DP (G) Not Ranked
6.89 126 108 101 106 99 -- --
IDFC Premier Equity - Direct (G) Not Ranked
531.46 122 132 132 109 94 70 --
SBI Magnum Global Fund - Direct (G) Not Ranked
266.35 20 116 126 110 84 61 --
IDFC Premier Equity - B (G) Not Ranked
17.29 123 133 133 111 97 72 34
IDFC Premier Equity - Regular (G) Rank 4
5,493.71 124 134 134 112 98 73 35
Union KBC Small & Mid Cap -RP (G) Not Ranked
150.93 128 114 107 113 102 -- --
SBI Magnum Global Fund (G) Rank 4
2,461.99 22 120 127 114 88 64 30
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.40 110 126 117 115 49 -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
20.80 59 77 102 115 72 46 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.38 114 128 119 115 53 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.52 109 124 115 118 42 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.79 115 127 116 118 49 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
97.60 117 130 121 120 64 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
65.60 116 131 123 120 65 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
52.27 113 129 121 120 61 -- --
Can Robeco India Opport. - DP-(G) Not Ranked
11.76 120 113 128 123 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
39.74 112 125 120 123 56 -- --
Can Robeco India Opport. - RP-(G) Not Ranked
98.07 119 114 129 125 -- -- --
Tata Mid Cap Growth Fund (G) Rank 4
528.00 62 80 104 125 80 51 21
Birla SL MNC Fund -Direct (G) Not Ranked
382.41 127 135 135 127 18 53 --
Axis Mid Cap Fund - Direct (G) Not Ranked
57.04 131 110 110 128 99 59 --
Birla Sun Life MNC Fund (G) Rank 3
2,910.13 130 136 136 129 29 56 14
Axis Mid Cap Fund (G) Rank 5
1,159.26 134 118 117 130 104 66 23
Birla SL Buy India -Direct (G) Not Ranked
1.62 137 137 137 131 1 78 --
Birla Sun Life Buy India (G) Not Ranked
21.36 138 138 138 132 2 80 37
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
55.63 97 98 71 -- -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
2.99 96 97 74 -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.15 93 96 73 -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
94.45 98 100 71 -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
36.07 104 103 78 -- -- -- --
DSP-BR Small & MidCap - IP (G) Not Ranked
0.27 -- -- -- -- -- -- --
DSP-BR Micro Cap Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.43 100 101 78 -- -- -- --

Note : Returns have been calculated based on NAV's as on Sep 27, 2016 & Index values as on Sep 27, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.