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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 Aug 28, 2015

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Birla SL MNC Fund -Direct (G) Not Ranked
96.25 11 30 10 1 30 -- --
Birla Sun Life MNC Fund (G) Rank 2
1,548.97 12 33 16 2 40 9 1
SBI Small & Midcap Fund -Direct (G) Not Ranked
69.09 45 1 4 3 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
244.24 43 50 9 4 -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.76 112 3 8 5 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
284.99 51 2 7 6 25 32 --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.80 110 6 13 7 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
251.05 47 60 16 8 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.80 106 9 14 8 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.54 107 5 10 10 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.64 113 6 15 11 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
98.50 22 37 1 12 1 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.54 108 12 19 13 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
102.62 111 14 20 14 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.14 108 10 18 15 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,873.81 23 42 2 16 2 3 7
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.59 118 4 23 17 -- -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
9.21 15 41 33 18 21 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
155.34 119 6 30 19 -- -- --
JPMorgan (I) Mid and Small Cap (G) Rank 1
442.00 16 46 41 20 26 7 8
SBI Midcap Fund - Direct (G) Not Ranked
101.60 63 75 6 21 19 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
44.75 27 16 25 22 16 -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
12.66 37 90 57 23 25 -- --
SBI Magnum Midcap Fund (G) Rank 2
870.88 66 81 10 23 22 2 8
Mirae Emerging Bluechip Fund (G) Rank 2
684.63 33 17 28 25 22 6 2
Kotak Emerging Equity - Direct (G) Not Ranked
26.60 39 49 40 25 15 -- --
Tata Mid Cap Growth Fund (G) Rank 2
446.83 40 96 65 27 27 16 16
Birla SL Midcap Fund -Direct (G) Not Ranked
30.24 68 50 37 28 49 -- --
Birla SL Buy India -Direct (G) Not Ranked
2.84 85 108 64 29 65 -- --
L&T Midcap Fund -Direct (G) Not Ranked
12.12 26 19 32 30 29 -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
46.12 94 53 50 31 11 -- --
Birla Sun Life Buy India (G) Not Ranked
55.62 88 110 69 31 66 27 24
Kotak Emerging Equity - Regular (G) Rank 3
646.87 42 61 48 33 20 25 25
Sundaram Select Midcap -Direct (G) Not Ranked
90.78 30 21 26 34 31 -- --
Birla Sun Life Midcap Fund (G) Rank 3
1,485.94 70 57 41 34 53 36 34
Sundaram Select Midcap -IP (D) Not Ranked
0.17 30 22 26 34 33 22 14
UTI Mid Cap - Direct (G) Not Ranked
104.06 3 38 21 37 10 -- --
Can Robeco Emerg-Equities (G) Rank 1
427.66 99 57 57 37 13 8 4
L&T Midcap Fund (G) Not Ranked
313.34 28 25 34 37 37 18 22
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
5.30 68 15 3 37 56 -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
15.36 21 71 55 41 31 -- --
Sundaram Select Midcap -RP (G) Rank 4
2,840.48 33 24 31 41 37 26 17
Sundaram SMILE Fund -Direct (G) Not Ranked
48.44 120 99 95 43 6 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 120 99 95 43 8 19 26
Birla SL Small & Midcap -Direct (G) Not Ranked
5.92 18 45 46 45 59 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
123.38 6 66 47 46 63 -- --
Sundaram SMILE Fund (G) Rank 4
989.81 122 102 98 47 9 21 30
UTI Mid Cap (G) Rank 3
2,798.06 4 44 22 48 12 4 10
Principal Emerging Bluechip(G) Rank 1
468.60 24 80 67 49 39 10 23
BNP Paribas Mid Cap Fund (G) Not Ranked
299.10 72 18 5 50 61 11 5
Birla SL Small and Midcap Fund (G) Not Ranked
178.65 19 47 53 51 62 32 32
SBI Magnum Global Fund (G) Rank 3
1,868.94 9 70 55 52 64 20 12
HSBC Midcap Equity - Direct (G) Not Ranked
67.82 114 54 35 53 4 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
5.95 20 34 43 54 41 -- --
Franklin (I) Prima - Direct (G) Not Ranked
191.20 60 105 86 55 51 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
56.98 83 47 23 55 42 -- --
HSBC Midcap Equity Fund (G) Rank 4
302.60 116 57 38 57 7 28 40
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
70.48 73 11 70 58 35 -- --
Kotak Mid-Cap Fund - Regular(G) Rank 3
338.11 25 43 52 59 47 34 31
Religare Invesco Mid Cap-Direct (G) Not Ranked
3.56 59 94 101 60 33 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,726.22 74 13 72 61 43 30 27
Taurus Discovery Fund -Direct (G) Not Ranked
0.40 78 77 65 62 57 -- --
Axis Mid Cap Fund (G) Rank 3
1,074.34 87 55 29 62 52 15 --
Franklin India Prima Fund (G) Rank 3
3,324.89 65 108 92 64 58 14 13
Religare Invesco Mid N Small-DP (G) Not Ranked
24.88 64 92 107 65 45 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
745.25 5 69 35 66 44 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
224.16 35 88 50 66 18 -- --
Taurus Discovery Fund (G) Not Ranked
32.39 81 82 71 68 60 28 35
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.55 44 36 57 69 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
143.57 45 40 63 70 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
604.33 76 111 76 71 68 -- --
HDFC MidCap Opportunities (G) Rank 4
9,235.00 6 72 39 71 47 24 6
Edelweiss Select Midcap -Direct (G) Not Ranked
0.92 96 112 77 73 73 -- --
Religare Invesco Mid Cap (G) Not Ranked
105.59 66 103 109 74 46 22 14
ICICI Pru MidCap Fund - Direct (G) Not Ranked
79.88 49 72 74 74 14 -- --
Reliance Small Cap - Direct (G) Not Ranked
147.43 74 28 53 76 3 -- --
IDFC Premier Equity - B (G) Not Ranked
29.92 80 113 79 77 69 33 20
Religare Invesco Mid N SmallCap (G) Rank 3
398.93 70 98 111 77 54 16 11
Edelweiss Select Midcap Fund (G) Not Ranked
31.62 98 116 84 77 74 37 --
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.51 13 23 44 80 -- -- --
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 81 113 79 80 71 34 20
Franklin (I) Smaller Cos (G) Rank 2
1,963.19 41 97 68 80 24 1 3
ICICI Pru MidCap Fund (G) Rank 3
1,201.63 53 79 81 83 16 12 27
Axis Small Cap Fund - Direct (G) Not Ranked
6.07 56 76 49 83 -- -- --
Reliance Small Cap Fund (G) Rank 3
1,419.43 76 31 61 85 5 5 --
L&T Emerging Businesses Fund-RP (G) Not Ranked
310.06 14 26 45 86 -- -- --
Reliance Mid & Small Cap - Direct (G) Not Ranked
67.36 104 92 97 87 50 -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.71 61 65 98 88 -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
308.07 58 82 60 89 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
231.83 62 66 101 90 -- -- --
Reliance Mid & Small Cap Fund (G) Rank 4
2,235.97 105 95 101 91 54 31 27
IDFC Sterling Equity - Direct (G) Not Ranked
121.75 52 88 110 92 77 -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
114.61 17 78 61 93 75 39 --
Union KBC Small & Mid Cap -DP (G) Not Ranked
5.21 78 118 89 93 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,681.28 54 91 113 95 78 40 32
Birla SL Pure Value - Direct (G) Not Ranked
51.68 55 29 78 96 28 -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.10 90 84 88 97 -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
78.71 84 119 94 98 -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
186.01 91 86 89 99 -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
115.87 1 35 73 100 79 -- --
Birla SL Pure Value Fund (G) Rank 3
369.13 57 32 85 101 36 13 19
SBI Emerging Busi (G) Rank 5
1,483.47 2 39 83 102 80 40 18
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.42 102 74 106 103 -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.48 92 113 117 104 81 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.92 93 117 118 105 82 42 36
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.08 100 62 93 106 -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
118.27 103 66 108 107 -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
224.85 101 64 104 108 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 95 119 119 109 83 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.65 96 121 120 110 84 43 38
Sahara Midcap Fund - Direct (G) Not Ranked
5.64 30 20 75 111 69 -- --
Sahara Midcap Fund (G) Not Ranked
4.28 37 26 81 112 72 38 37
Templeton (I) Equity Income - Dir (G) Not Ranked
20.89 48 122 115 113 85 -- --
Templeton (I) Equity Income (G) Not Ranked
1,029.79 50 123 116 114 86 44 39
Sahara Star Value Fund (G) Not Ranked
1.41 8 50 112 115 76 45 41
Sahara Star Value Fund -Direct (G) Not Ranked
0.31 10 56 114 116 67 -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
21.35 124 68 -- -- -- -- --
Can Robeco India Opport. - DP-(G) Not Ranked
11.88 115 85 87 -- -- -- --
Can Robeco India Opport. - RP-(G) Not Ranked
56.43 117 87 91 -- -- -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.47 29 104 -- -- -- -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
166.46 35 107 -- -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.67 85 101 100 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
46.42 89 106 104 -- -- -- --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.28 123 63 -- -- -- -- --

Note : Returns have been calculated based on NAV's as on Aug 28, 2015 & Index values as on Aug 28, 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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