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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 May 27, 2016

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
153.92 9 1 11 1 3 1 --
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,079.09 10 2 19 2 6 2 1
SBI Small & Midcap Fund -Direct (G) Not Ranked
151.92 133 126 45 3 1 -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
7.73 5 7 21 4 44 38 --
Mirae Emerging Bluechip -Direct (G) Not Ranked
68.30 21 90 31 5 23 8 --
Franklin (I) Smaller Co -Direct (G) Not Ranked
306.24 28 32 2 6 20 5 --
SBI Midcap Fund - Direct (G) Not Ranked
132.40 24 34 1 7 19 6 --
Birla SL Small and Midcap Fund (G) Not Ranked
176.37 7 8 26 8 54 47 23
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.91 88 21 81 9 -- -- --
Reliance Small Cap - Direct (G) Not Ranked
164.78 84 68 111 10 27 3 --
SBI Small & Midcap Fund (G) Not Ranked
559.85 134 128 63 11 4 32 --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
164.99 90 23 85 12 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 1
986.02 24 92 35 13 26 15 3
Kotak Mid-Cap Fund - Direct (G) Not Ranked
7.32 27 20 10 14 32 49 --
SBI Magnum Midcap Fund (G) Rank 2
1,193.63 30 41 3 15 24 11 4
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 23 12 7 16 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
2,301.77 32 35 4 16 25 7 2
Reliance Small Cap Fund (G) Rank 2
1,705.31 93 71 122 16 30 4 6
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
126.50 14 14 11 19 -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
80.27 6 31 47 20 54 43 --
Birla SL Pure Value - Direct (G) Not Ranked
51.03 103 65 39 21 87 21 --
Kotak Emerging Equity - Direct (G) Not Ranked
38.72 11 19 4 21 16 23 --
SBI Emerging Businesses -Direct (G) Not Ranked
117.00 122 103 7 23 65 70 --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
104.65 16 18 16 23 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,788.83 8 33 57 25 62 48 30
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.36 20 15 14 26 -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.54 13 13 16 27 -- -- --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
343.71 31 29 23 27 39 51 29
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.16 92 25 81 29 -- -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.50 86 22 80 30 -- -- --
Birla SL Pure Value Fund (G) Rank 3
355.19 106 69 49 31 90 24 15
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
119.88 15 16 20 32 -- -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
128.84 94 28 85 32 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
283.64 19 71 7 32 31 26 --
SBI Emerging Busi (G) Rank 4
1,486.36 125 108 14 32 69 75 19
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.84 79 85 47 32 70 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
233.57 89 24 83 37 -- -- --
Sahara Star Value Fund (G) Not Ranked
1.13 129 5 129 38 103 67 41
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
241.91 77 88 53 39 73 -- --
Sahara Midcap Fund - Direct (G) Not Ranked
4.97 96 17 70 39 88 54 --
Kotak Emerging Equity - Regular (G) Rank 3
753.82 12 26 13 41 22 28 11
L&T Emerging Businesses Fund-DP (G) Not Ranked
27.90 17 48 101 41 74 -- --
Sundaram Select Midcap -Direct (G) Not Ranked
119.13 44 36 49 43 35 28 --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 44 36 49 43 36 32 14
Sundaram Select Midcap -RP (G) Rank 3
3,193.81 47 39 53 45 40 38 17
HSBC Midcap Equity - Direct (G) Not Ranked
62.11 3 3 38 45 54 10 --
Sahara Star Value Fund -Direct (G) Not Ranked
0.15 130 6 130 47 104 61 --
Axis Small Cap Fund - Direct (G) Not Ranked
6.20 98 125 44 47 37 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
334.90 18 57 103 47 75 -- --
Franklin India Prima Fund (G) Rank 2
3,562.74 22 77 16 50 37 38 10
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.20 81 70 68 51 93 -- --
HSBC Midcap Equity Fund (G) Not Ranked
337.34 4 4 43 52 63 17 34
Sahara Midcap Fund (G) Not Ranked
3.60 101 27 74 53 92 58 37
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
44.56 104 92 71 54 46 28 --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
193.95 80 73 69 55 96 -- --
Axis Small Cap Fund - Regular (G) Not Ranked
309.45 100 127 59 56 47 -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
93.01 68 53 104 57 28 9 --
Birla SL Midcap Fund -Direct (G) Not Ranked
37.47 24 43 63 58 51 50 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.68 75 43 116 59 -- -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
905.52 39 75 33 60 53 33 --
BNP Paribas Mid Cap Fund (G) Rank 3
404.57 107 97 78 61 60 43 7
Reliance Mid & Small Cap - Direct (G) Not Ranked
76.79 1 46 73 61 63 33 --
Birla SL MNC Fund -Direct (G) Not Ranked
283.44 33 121 36 63 7 19 --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
40.04 74 45 120 63 -- -- --
Can Robeco Emerg-Equities (G) Rank 2
736.79 72 61 106 63 33 13 7
Birla Sun Life Midcap Fund (G) Rank 3
1,509.17 29 47 66 66 59 54 32
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.59 109 53 108 67 11 -- --
UTI Mid Cap - Direct (G) Not Ranked
152.22 64 94 62 68 29 16 --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.79 114 52 109 69 12 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.78 121 49 113 69 8 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.12 111 49 109 69 10 -- --
L&T Midcap Fund -Direct (G) Not Ranked
18.18 49 98 99 72 43 27 --
Reliance Mid & Small Cap Fund (G) Rank 5
2,173.08 2 51 79 73 68 42 26
HDFC MidCap Opportunities (G) Rank 3
9,733.96 44 79 37 73 65 43 13
Motilal Focused Midcap 30 - DP (G) Not Ranked
336.32 35 130 40 73 14 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
69.64 114 59 111 73 17 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
55.56 120 58 115 77 18 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
42.39 123 56 119 77 13 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
103.98 116 53 113 79 15 -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
58.16 108 117 56 79 85 70 39
Birla Sun Life MNC Fund (G) Rank 2
2,478.38 34 124 41 81 9 22 5
UTI Mid Cap (G) Rank 3
3,203.82 67 95 66 82 34 20 9
L&T Midcap Fund (G) Rank 3
355.04 51 102 102 83 52 35 27
Birla SL Buy India -Direct (G) Not Ranked
4.10 135 135 133 84 2 56 --
Motilal Focused Midcap 30 - RP (G) Not Ranked
488.11 40 133 57 85 20 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
193.15 102 132 53 86 47 51 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.33 82 100 32 87 93 70 --
Birla Sun Life Buy India (G) Not Ranked
55.26 136 136 134 87 5 59 20
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.78 36 30 6 89 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.07 83 104 34 90 95 74 36
Sundaram SMILE Fund -Direct (G) Not Ranked
54.91 55 10 127 91 41 12 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 55 9 126 91 41 13 22
IDFC Premier Equity - Direct (G) Not Ranked
532.93 37 112 52 93 67 59 --
SBI Magnum Global Fund (G) Rank 3
2,158.87 105 134 65 94 58 56 17
IDFC Premier Equity - B (G) Not Ranked
23.56 41 114 59 95 71 63 23
Sundaram SMILE Fund (G) Rank 4
1,238.37 58 11 128 95 47 18 27
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 42 114 59 96 72 63 25
JPMorgan (I) Mid and Small Cap (G) Rank 2
643.40 54 107 77 97 60 35 12
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
11.91 53 106 74 98 47 25 --
LIC NOMURA MF Midcap Fund - Direct (G) Not Ranked
35.49 48 109 26 98 -- -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
198.54 50 38 21 99 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 84 110 41 100 98 77 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.55 62 104 131 101 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.43 87 111 45 101 99 78 38
Taurus Discovery Fund -Direct (G) Not Ranked
0.90 38 83 85 103 77 65 --
LIC NOMURA MF Midcap Fund - Regular (G) Not Ranked
36.47 52 113 30 103 -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.72 110 63 89 105 -- -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.68 111 64 90 105 -- -- --
Can Robeco India Opport. - RP-(G) Not Ranked
104.79 61 101 132 105 -- -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.16 111 60 91 108 -- -- --
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.54 77 122 116 109 88 -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
40.45 116 67 94 109 -- -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
38.30 116 65 92 111 -- -- --
Sundaram Small Cap - Series II-RP-G Not Ranked
61.00 116 61 94 112 -- -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
153.18 75 123 121 113 90 -- --
Taurus Discovery Fund (G) Not Ranked
32.87 42 84 92 113 80 66 32
Tata Mid Cap Growth - Direct (G) Not Ranked
20.18 97 96 105 115 45 37 --
Union KBC Small & Mid Cap -DP (G) Not Ranked
6.09 71 74 84 116 100 -- --
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.14 127 40 116 116 80 68 --
IDFC Sterling Equity - Direct (G) Not Ranked
86.04 69 76 94 118 84 73 --
Templeton (I) Equity Income - Dir (G) Not Ranked
20.76 91 119 71 119 97 79 --
Tata Mid Cap Growth Fund (G) Rank 3
537.85 99 99 107 120 54 46 21
Edelweiss Emerging Leaders (G) Not Ranked
39.88 128 42 123 121 82 69 --
Axis Mid Cap Fund - Direct (G) Not Ranked
56.08 124 116 88 122 78 53 --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,378.78 70 78 100 122 86 76 35
Templeton (I) Equity Income (G) Not Ranked
952.40 95 120 74 124 101 80 40
Union KBC Small & Mid Cap -RP (G) Not Ranked
105.95 73 82 94 125 102 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
87.48 131 129 124 126 76 28 --
Axis Mid Cap Fund (G) Rank 5
1,181.42 126 117 98 127 83 62 16
ICICI Pru MidCap Fund (G) Rank 4
1,199.50 132 131 125 128 79 41 31
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
2.27 60 87 25 -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
1.30 62 86 24 -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
71.91 65 79 26 -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
9.20 59 88 -- -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
0.36 55 91 -- -- -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
33.64 66 81 26 -- -- -- --

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

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