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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 05, 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 29 11 12 1 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.28 32 15 15 2 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.51 27 9 11 3 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
95.01 30 18 17 4 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
62.50 36 23 20 5 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
49.97 28 12 16 6 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
21.04 40 64 24 7 6 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 40 64 23 8 7 10 30
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.55 38 15 10 9 -- -- --
Sundaram SMILE Fund (G) Rank 3
654.02 42 67 28 10 11 14 31
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
38.39 43 23 14 11 -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
22.45 115 26 7 12 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
61.06 17 43 26 13 2 -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
21.35 35 48 40 14 12 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,562.61 18 52 29 15 4 9 5
SBI Small & Midcap Fund (G) Not Ranked
121.80 116 33 8 16 25 32 --
Can Robeco Emerg-Equities (G) Rank 1
147.93 37 58 44 17 16 4 2
Birla SL MNC Fund -Direct (G) Not Ranked
24.93 3 3 1 18 10 -- --
Birla Sun Life MNC Fund (G) Rank 3
827.56 4 4 2 19 12 13 1
Reliance Small Cap - Direct (G) Not Ranked
107.13 117 94 97 20 1 -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
110.96 1 1 3 21 -- -- --
Kotak Emerging Equity - Direct (G) Not Ranked
1.89 111 82 22 22 49 -- --
Reliance Small Cap Fund (G) Rank 2
1,174.86 118 99 99 23 2 2 --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
5.57 7 10 9 24 18 -- --
Kotak Emerging Equity - Regular (G) Rank 2
272.26 112 86 27 25 52 30 25
Motilal Focused Midcap 30 - RP (G) Not Ranked
113.67 2 2 4 26 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
41.74 101 111 100 27 25 -- --
JPMorgan (I) Smaller Co. (G) Rank 2
269.21 8 17 12 28 22 5 7
Franklin (I) Smaller Co -Direct (G) Not Ranked
131.47 55 57 62 29 9 -- --
Birla SL Pure Value Fund (G) Rank 3
299.43 106 112 105 30 32 20 19
Tata Mid Cap Growth - Direct (G) Not Ranked
6.42 20 7 21 31 17 -- --
Reliance Mid & Small Cap - Direct (G) Not Ranked
47.59 88 78 66 32 23 -- --
Franklin (I) Smaller Cos (G) Rank 2
1,375.08 58 68 68 33 14 1 4
Tata Mid Cap Growth Fund (G) Rank 3
325.69 24 8 25 34 20 17 15
Reliance Mid & Small Cap Fund (G) Rank 4
1,905.73 95 84 70 35 31 24 23
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.90 9 40 31 36 29 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
5.56 82 70 71 37 -- -- --
L&T Midcap Fund -Direct (G) Not Ranked
5.36 57 66 48 38 27 -- --
Sundaram Select Midcap -Direct (G) Not Ranked
70.30 62 44 54 39 39 -- --
UTI Mid Cap - Direct (G) Not Ranked
70.56 56 88 78 40 5 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.43 62 47 54 41 42 26 20
L&T Midcap Fund (G) Rank 1
258.94 58 69 50 42 33 23 28
Axis Small Cap Fund - Regular (G) Not Ranked
283.86 86 72 81 43 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
87.67 13 62 39 44 37 15 8
ICICI Pru MidCap Fund - Direct (G) Not Ranked
53.35 87 91 65 45 21 -- --
UTI Mid Cap (G) Rank 2
1,885.59 60 90 85 46 7 3 11
Sundaram Select Midcap -RP (G) Rank 4
2,473.95 67 54 58 46 46 28 22
Franklin (I) Prima - Direct (G) Not Ranked
111.24 70 27 30 48 35 -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
17.04 12 38 32 49 25 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
32.24 19 29 42 50 15 -- --
ICICI Pru MidCap Fund (G) Rank 3
948.48 88 97 67 50 28 22 32
Franklin India Prima Fund (G) Rank 3
2,579.75 71 35 35 52 41 12 13
Principal Emer-Bluechip -Direct (G) Not Ranked
7.65 50 48 45 53 38 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
433.27 39 25 80 54 43 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
45.36 103 58 82 55 36 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
41.33 78 89 72 55 55 -- --
Mirae Emerging Bluechip Fund (G) Rank 3
547.37 23 34 46 57 19 6 --
Religare Invesco Mid N SmallCap (G) Rank 3
291.89 14 52 41 58 34 11 3
Kotak Mid-Cap Fund - Direct (G) Not Ranked
4.44 99 92 52 59 66 -- --
Principal Emerging Bluechip(G) Rank 1
408.05 53 58 47 59 43 6 26
HSBC Midcap Equity Fund (G) Rank 3
230.12 108 63 88 61 40 34 39
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 44 28 86 62 48 17 10
Kotak Mid-Cap Fund - Regular(G) Rank 4
323.33 100 98 56 63 72 35 27
Axis Mid Cap Fund (G) Rank 3
781.14 85 93 83 64 61 16 --
Birla SL Buy India -Direct (G) Not Ranked
1.24 90 19 18 65 50 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
20.71 45 44 33 66 63 -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
42.33 10 39 49 67 51 -- --
Birla Sun Life Buy India (G) Not Ranked
46.95 94 21 19 68 56 21 21
Taurus Discovery Fund -Direct (G) Not Ranked
0.19 25 36 59 69 74 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
3.29 113 71 90 70 53 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,579.25 11 44 51 70 57 33 24
Taurus Discovery Fund (G) Not Ranked
29.45 26 37 61 70 75 27 36
Birla Sun Life Midcap Fund (G) Rank 5
1,380.47 46 55 36 73 66 36 37
SBI Magnum Global Fund - Direct (G) Not Ranked
71.61 61 13 37 74 53 -- --
SBI Magnum Global Fund (G) Rank 3
1,506.67 64 14 42 75 58 24 12
BNP Paribas Mid Cap Fund (G) Rank 2
232.20 114 77 93 76 59 19 9
Birla SL Small & Midcap -Direct (G) Not Ranked
3.88 81 75 53 77 60 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
550.48 74 95 76 78 45 -- --
Birla SL Small and Midcap Fund (G) Rank 3
165.52 83 80 57 79 62 38 34
HDFC MidCap Opportunities (G) Rank 4
7,671.50 76 101 84 80 47 29 6
SBI Midcap Fund - Direct (G) Not Ranked
71.36 15 40 34 81 23 -- --
IDFC Sterling Equity - Direct (G) Not Ranked
92.63 49 55 69 82 77 -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 111 79 20 83 -- -- --
SBI Magnum Midcap Fund (G) Rank 3
669.63 16 51 37 83 30 6 18
IDFC Sterling Equity Fund - G Rank 4
1,645.82 52 61 73 84 81 37 28
SBI Emerging Businesses -Direct (G) Not Ranked
105.77 102 96 95 85 85 -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 112 80 23 85 49 48 30
SBI Emerging Busi (G) Rank 5
1,486.71 107 99 98 86 86 39 13
IDFC Premier Equity - Direct (G) Not Ranked
502.78 31 29 59 86 64 -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 116 105 84 88 49 43 1
Sahara Star Value Fund -Direct (G) Not Ranked
0.56 69 116 116 88 79 -- --
IDFC Premier Equity - B (G) Not Ranked
45.37 33 31 63 89 69 31 15
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 34 32 64 90 70 32 15
Motilal MOSt Shares Midcap 100 ETF Not Ranked
147.12 84 104 110 91 83 44 --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.49 78 42 73 92 64 -- --
Edelweiss Select Midcap Fund (G) Not Ranked
19.54 80 48 76 93 68 40 --
Sahara Midcap Fund - Direct (G) Not Ranked
6.14 65 113 113 94 71 -- --
Sahara Midcap Fund (G) Not Ranked
4.56 66 114 114 95 73 43 38
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.21 21 20 75 96 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
127.98 22 22 78 97 -- -- --
Sahara Star Value Fund (G) Not Ranked
1.83 67 115 115 98 84 45 40
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.26 103 73 102 99 76 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.96 105 76 106 100 78 41 33
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 109 81 108 101 80 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.73 110 83 109 102 82 42 35
Union KBC Small & Mid Cap -DP (G) Not Ranked
3.04 90 105 91 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
63.98 98 106 92 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
23.11 47 73 94 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
218.22 73 87 89 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
135.79 6 6 6 -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.00 75 -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
0.00 77 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
4.88 5 5 5 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.54 72 85 87 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.97 51 102 101 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
175.30 54 103 103 -- -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
0.65 93 107 111 -- -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
119.41 92 109 112 -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
52.61 96 110 107 -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
6.54 97 108 103 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
284.98 48 78 95 -- -- -- --

Note : Returns have been calculated based on NAV's as on Mar 05, 2015 & Index values as on Mar 05, 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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