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

Note : Returns have been calculated based on NAV's as on Aug 26, 2016 & Index values as on Aug 26, 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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