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 Jan 13, 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
2,287.94 105 91 95 93 83 54 27
Sahara Midcap Fund - Direct (G) Not Ranked
4.99 4 1 3 1 21 59 --
Sahara Midcap Fund (G) Not Ranked
3.69 15 2 4 2 36 62 33
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
9.22 59 65 39 3 55 -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
20.16 26 7 5 4 9 -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
155.32 47 68 38 5 45 -- --
Sponsored Advt.
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,313.76 32 29 30 24 40 45 20
Mirae Emerging Bluechip -Direct (G) Not Ranked
363.23 68 43 10 6 5 8 --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
140.88 64 68 42 7 59 -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.11 11 129 56 8 -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.85 85 82 31 9 42 -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
118.75 49 73 44 10 53 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
346.11 27 9 7 11 12 -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
523.28 33 15 16 11 3 1 --
Mirae Emerging Bluechip Fund (G) Rank 1
2,543.65 72 52 12 13 7 14 4
HDFC MidCap Opport.- Direct (G) Not Ranked
1,377.61 94 41 15 14 35 27 --
Kotak Emerging Equity - Direct (G) Not Ranked
64.85 79 48 52 14 23 15 --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
144.33 30 25 24 16 31 36 --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
57.02 97 90 37 16 51 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 1
3,591.84 35 16 20 16 4 2 1
HDFC MidCap Opportunities (G) Rank 2
11,638.66 101 52 17 19 44 37 13
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
231.43 17 130 78 20 -- -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
10.85 81 73 53 21 29 27 --
Templeton (I) Equity Income - Dir (G) Not Ranked
25.78 107 29 34 22 94 87 --
Franklin (I) Smaller Co -Direct (G) Not Ranked
704.68 76 71 61 22 15 10 --
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,313.76 32 29 30 24 40 45 20
Kotak Emerging Equity - Regular (G) Rank 2
1,126.24 87 63 58 25 40 22 14
Birla SL Small & Midcap -Direct (G) Not Ranked
44.73 55 68 39 25 10 29 --
Templeton (I) Equity Income (G) Not Ranked
890.40 110 36 39 27 103 89 43
Sundaram Select Midcap -Direct (G) Not Ranked
306.41 60 44 18 27 13 24 --
Sundaram Select Midcap -IP (D) Not Ranked
0.20 60 44 18 27 14 25 14
Sahara Star Value Fund (G) Not Ranked
0.60 2 4 33 30 67 75 44
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.79 52 51 22 30 -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.84 49 48 22 30 -- -- --
Sundaram Select Midcap -RP (G) Rank 3
3,912.95 63 47 21 33 18 26 18
Sahara Star Value Fund -Direct (G) Not Ranked
0.09 1 3 32 33 78 66 --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.35 58 57 25 35 81 -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
44.40 53 54 26 36 -- -- --
Birla SL Small and Midcap Fund (G) Not Ranked
328.83 66 75 48 36 15 38 23
Franklin (I) Smaller Cos (G) Rank 1
3,324.75 83 82 75 38 32 19 2
Sundaram Small Cap - Series IV-RP-G Not Ranked
46.92 56 57 26 38 -- -- --
Sundaram Small Cap - Series II-RP-G Not Ranked
70.69 62 60 28 40 91 -- --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
466.56 90 87 61 41 46 43 25
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.59 18 19 78 42 -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.41 20 17 70 43 -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
40.34 21 22 85 43 -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
3.36 19 17 71 45 -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
62.47 23 20 74 46 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
470.26 113 99 102 47 49 32 --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
106.01 22 20 75 47 -- -- --
L&T Midcap Fund -Direct (G) Not Ranked
27.17 70 13 10 47 21 20 --
Reliance Small Cap - Direct (G) Not Ranked
294.77 3 8 6 50 27 6 --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
25.51 48 39 34 51 50 69 39
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
3.23 88 79 83 52 58 -- --
Birla SL Pure Value - Direct (G) Not Ranked
112.15 71 95 9 52 47 17 --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
267.35 92 80 87 54 61 -- --
L&T Midcap Fund (G) Rank 2
487.72 74 14 14 55 32 23 8
Franklin India Prima Fund (G) Rank 3
4,116.72 116 112 105 56 60 43 11
Reliance Small Cap Fund (G) Rank 3
2,314.84 5 10 8 57 37 8 3
Birla SL Pure Value Fund (G) Rank 3
545.75 75 110 12 57 56 21 9
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
13.70 7 29 42 59 18 -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.40 77 40 58 60 62 -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.49 6 32 44 60 17 -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.33 10 34 46 62 6 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
258.46 9 33 46 63 28 -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
142.48 8 34 48 64 26 -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
543.40 127 96 54 64 24 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
81.49 103 42 56 66 84 49 --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
210.02 79 44 65 66 69 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
178.45 12 38 51 68 8 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
Birla SL Midcap Fund -Direct (G) Not Ranked
58.74 125 123 69 69 48 41 --
ICICI Pru MidCap Fund (G) Rank 4
1,034.57 107 57 68 70 98 55 20
Taurus Discovery Fund -Direct (G) Not Ranked
0.51 82 94 61 70 65 63 --
Can Robeco Emer-Equities-Direct (G) Not Ranked
156.28 36 80 50 72 43 11 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 115 23 71 73 98 85 --
SBI Magnum Midcap Fund - Direct (G) Not Ranked
357.01 121 116 107 73 18 33 --
Motilal Focused Midcap 30 - RP (G) Not Ranked
712.87 128 114 58 75 37 -- --
Birla Sun Life Midcap Fund (G) Rank 3
1,725.20 126 127 83 76 56 52 30
Taurus Discovery Fund (G) Not Ranked
39.32 84 96 65 77 74 68 29
Sahara Wealth Plus - VPO (G) Not Ranked
8.35 118 24 82 78 105 86 41
Edelweiss M&S CP-DP (G) Not Ranked
13.42 88 93 73 79 62 29 --
UTI Mid Cap - Direct (G) Not Ranked
242.95 65 131 106 80 72 29 --
Can Robeco Emerg-Equities (G) Rank 2
1,167.21 39 88 55 81 52 18 5
SBI Magnum Midcap Fund (G) Rank 2
2,533.83 124 119 111 82 34 47 6
Edelweiss M&S CP (G) Rank 3
458.92 93 96 85 82 78 40 11
Reliance Mid & Small Cap - Direct (G) Not Ranked
131.69 98 84 89 84 67 47 --
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.05 137 11 1 85 29 66 --
UTI Mid Cap (G) Rank 2
3,291.06 69 132 109 86 85 38 7
Invesco India Mid N Small-DP (G) Not Ranked
29.18 78 48 87 87 73 56 --
Invesco India Mid Cap-Direct (G) Not Ranked
5.43 114 54 78 88 69 46 --
Axis Small Cap Fund - Direct (G) Not Ranked
6.97 100 27 64 89 66 33 --
IDFC Sterling Equity - Direct (G) Not Ranked
87.44 31 54 65 90 110 81 --
Edelweiss Emerging Leaders (G) Not Ranked
42.45 138 12 2 90 37 71 35
SBI Small & Midcap Fund -Direct (G) Not Ranked
148.98 117 86 29 90 11 3 --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 122 26 91 93 114 91 --
Reliance Mid & Small Cap Fund (G) Rank 3
2,287.94 105 91 95 93 83 54 27
Sahara Wealth Plus - FPO (G) Not Ranked
1.44 123 28 98 95 117 92 42
HSBC Midcap Equity - Direct (G) Not Ranked
65.32 24 112 108 96 62 33 --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,144.50 34 61 75 97 120 84 37
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
6.12 29 99 101 97 -- -- --
Axis Small Cap Fund (G) Not Ranked
343.53 106 36 78 99 85 49 --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
43.05 28 101 103 100 -- -- --
HSBC Midcap Equity Fund (G) Not Ranked
317.83 25 118 110 101 74 41 28
Invesco India Mid N SmallCap (G) Rank 4
412.14 85 63 100 101 101 65 19
SBI Small & Midcap Fund (G) Not Ranked
630.88 120 92 34 101 25 5 --
Invesco India Mid Cap (G) Not Ranked
137.02 119 66 91 104 101 60 25
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
86.66 91 114 112 105 53 58 --
Sundaram SMILE Fund -Direct (G) Not Ranked
50.13 13 75 91 106 94 11 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 14 75 91 106 94 13 9
Sundaram SMILE Fund (G) Rank 4
1,035.62 16 78 96 108 98 15 17
SBI Emerging Businesses -Direct (G) Not Ranked
148.19 133 133 119 108 106 79 --
Tata Mid Cap Growth - Direct (G) Not Ranked
21.30 37 85 90 110 85 51 --
SBI Emerging Busi (G) Rank 4
1,624.82 134 134 125 111 109 83 38
Tata Mid Cap Growth Fund (G) Rank 4
523.10 38 88 96 112 97 56 23
BNP Paribas Mid Cap Fund (G) Rank 3
601.53 102 119 114 112 69 63 14
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
6.32 67 124 99 114 107 88 --
Union KBC Small & Mid Cap -DP (G) Not Ranked
7.59 42 62 113 115 121 -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
138.64 73 128 104 116 112 90 --
Union KBC Small & Mid Cap -RP (G) Not Ranked
174.33 57 72 115 117 122 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.61 51 107 121 118 82 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.34 54 67 118 119 91 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
218.40 131 136 120 120 107 74 --
IDFC Premier Equity - Direct (G) Not Ranked
516.10 109 122 127 121 110 77 --
IDFC Premier Equity - B (G) Not Ranked
15.76 111 124 131 122 117 80 34
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.22 40 101 121 122 74 4 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.50 43 104 123 122 78 -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.53 44 107 123 125 74 -- --
SBI Magnum Global Fund (G) Rank 3
2,718.18 132 137 130 125 116 76 32
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 112 124 132 125 117 81 35
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
101.27 41 105 125 128 85 7 --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.43 45 107 127 129 85 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.49 46 111 127 129 93 -- --
Birla SL MNC Fund -Direct (G) Not Ranked
316.53 95 117 134 131 90 53 --
Axis Mid Cap Fund - Direct (G) Not Ranked
60.41 129 135 133 132 123 73 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.65 98 101 116 133 112 -- --
Can Robeco India Opport. - RP-(G) Not Ranked
105.29 96 105 117 134 114 -- --
Birla Sun Life MNC Fund (G) Rank 4
2,909.83 103 121 136 135 104 61 20
Birla SL Buy India -Direct (G) Not Ranked
1.62 135 5 137 136 1 70 --
Axis Mid Cap Fund (G) Rank 5
1,130.44 130 138 135 137 124 78 31
Birla Sun Life Buy India (G) Not Ranked
21.36 136 6 138 138 2 72 40
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
0.00 -- -- -- -- -- -- --
DSP-BR Small & MidCap - IP (G) Not Ranked
0.27 -- -- -- -- -- -- --
DSP-BR Micro Cap Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Midcap Fund - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Midcap Fund - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --

Note : Returns have been calculated based on NAV's as on Jan 13, 2017 & Index values as on Jan 13, 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.

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.