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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 28, 2015

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
SBI Small & Midcap Fund -Direct (G) Not Ranked
46.95 91 12 5 1 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
43.45 101 7 1 2 15 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.79 74 37 9 3 -- -- --
Birla Sun Life MNC Fund (G) Rank 2
1,180.37 102 9 3 4 21 10 1
SBI Small & Midcap Fund (G) Not Ranked
222.28 99 19 6 5 25 32 --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.68 83 39 13 6 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.54 81 39 16 7 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.72 77 46 18 8 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.84 87 42 9 9 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
163.19 1 5 2 10 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
102.76 89 49 21 11 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.03 88 49 23 12 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.45 93 51 18 13 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
178.54 2 6 4 14 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
79.29 92 1 8 15 1 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,764.44 95 3 15 16 3 3 8
Kotak Emerging Equity - Direct (G) Not Ranked
5.50 15 23 30 17 34 -- --
Birla SL Buy India -Direct (G) Not Ranked
2.33 82 14 7 18 57 -- --
Birla Sun Life Buy India (G) Not Ranked
53.91 85 17 12 19 61 17 21
Kotak Emerging Equity - Regular (G) Rank 3
504.32 19 30 36 20 42 28 22
Tata Mid Cap Growth - Direct (G) Not Ranked
9.19 34 36 22 21 21 -- --
UTI Mid Cap - Direct (G) Not Ranked
94.57 47 20 64 22 10 -- --
Tata Mid Cap Growth Fund (G) Rank 1
395.91 37 41 24 23 25 12 19
UTI Mid Cap (G) Rank 2
2,479.20 48 22 73 24 14 6 11
SBI Midcap Fund - Direct (G) Not Ranked
92.68 3 2 14 25 19 -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
34.91 43 65 56 25 8 -- --
SBI Magnum Midcap Fund (G) Rank 3
815.01 4 4 17 27 24 2 6
Can Robeco Emerg-Equities (G) Rank 1
281.14 46 69 63 28 9 8 3
Franklin (I) Smaller Co -Direct (G) Not Ranked
197.64 69 24 39 29 11 -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
37.95 94 84 61 30 5 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 95 84 61 30 6 16 27
Sundaram SMILE Fund (G) Rank 3
857.54 97 86 64 32 7 19 29
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
7.90 8 44 26 33 20 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
40.58 50 46 40 34 21 -- --
Franklin (I) Smaller Cos (G) Rank 2
1,716.69 73 32 46 35 15 1 2
Mirae Emerging Bluechip Fund (G) Rank 2
652.37 53 53 47 36 27 5 --
Franklin (I) Prima - Direct (G) Not Ranked
162.26 38 61 38 37 38 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
100.99 64 33 24 38 55 -- --
JPMorgan (I) Mid and Small Cap (G) Rank 2
347.93 10 56 33 39 26 7 9
Principal Emer-Bluechip -Direct (G) Not Ranked
12.13 56 62 52 40 41 -- --
L&T Midcap Fund -Direct (G) Not Ranked
7.96 36 55 51 41 28 -- --
SBI Magnum Global Fund (G) Rank 3
1,789.46 68 42 27 42 58 26 12
Religare Invesco Mid Cap-Direct (G) Not Ranked
2.56 32 88 50 43 33 -- --
Reliance Small Cap - Direct (G) Not Ranked
141.56 80 88 93 44 2 -- --
Franklin India Prima Fund (G) Rank 3
3,172.81 43 70 43 45 51 9 13
Principal Emerging Bluechip(G) Rank 1
452.51 59 67 59 45 46 12 24
L&T Midcap Fund (G) Not Ranked
307.82 40 58 56 47 30 25 23
Reliance Small Cap Fund (G) Rank 3
1,419.99 86 91 96 48 4 4 --
Sundaram Select Midcap -Direct (G) Not Ranked
83.11 41 59 41 48 45 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 41 59 42 50 48 20 17
ICICI Pru MidCap Fund - Direct (G) Not Ranked
71.84 26 74 90 51 12 -- --
IDFC Premier Equity - Direct (G) Not Ranked
579.15 58 26 29 52 64 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
5.28 7 53 71 53 66 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
6.09 72 31 80 54 -- -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
22.95 54 97 59 54 37 -- --
Sundaram Select Midcap -RP (G) Rank 4
2,770.75 45 63 45 54 53 21 20
Religare Invesco Mid Cap (G) Not Ranked
101.68 39 93 67 57 46 18 10
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
4.31 5 8 30 58 38 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
26.45 22 33 28 58 62 -- --
ICICI Pru MidCap Fund (G) Rank 3
1,183.79 27 76 94 60 17 26 31
IDFC Premier Equity - B (G) Not Ranked
37.56 60 27 33 61 68 31 14
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 61 28 35 62 69 32 14
Kotak Mid-Cap Fund - Regular(G) Rank 4
353.59 9 57 79 63 71 35 28
HDFC MidCap Opport.- Direct (G) Not Ranked
666.39 16 13 67 64 36 -- --
Axis Small Cap Fund - Regular (G) Not Ranked
309.87 76 35 85 65 -- -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,492.85 23 38 32 65 66 34 36
BNP Paribas Mid Cap Fund (G) Not Ranked
286.85 6 10 36 67 50 15 7
Religare Invesco Mid N SmallCap (G) Rank 3
376.44 57 98 75 68 51 11 4
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
Axis Mid Cap Fund - Direct (G) Not Ranked
53.28 11 11 67 69 49 -- --
HDFC MidCap Opportunities (G) Rank 3
8,957.92 18 18 76 70 42 22 5
Reliance Mid & Small Cap - Direct (G) Not Ranked
66.54 112 92 92 71 31 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
60.72 105 46 52 72 13 -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.22 13 64 67 73 65 -- --
Reliance Mid & Small Cap Fund (G) Rank 3
2,274.41 114 95 95 74 40 30 26
Edelweiss Select Midcap -Direct (G) Not Ranked
0.78 30 16 44 75 74 -- --
Axis Mid Cap Fund (G) Rank 4
999.35 12 15 78 75 54 12 --
Taurus Discovery Fund (G) Not Ranked
32.54 14 67 71 77 69 29 34
HSBC Midcap Equity Fund (G) Rank 3
287.32 106 52 56 78 17 33 39
Edelweiss Select Midcap Fund (G) Not Ranked
26.25 31 20 49 79 75 37 --
ICICI Pru Value Discovery - DP (G) Not Ranked
576.11 67 72 55 80 34 -- --
ICICI Pru Value Discovery Fund (G) Rank 1
8,224.72 70 75 66 81 42 24 16
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
75.26 117 114 98 82 56 -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 111 79 20 83 -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
5.44 32 66 47 83 58 -- --
IDFC Sterling Equity - Direct (G) Not Ranked
114.27 109 99 89 84 77 -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 112 80 23 85 49 48 30
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,776.86 118 116 99 85 60 38 29
Birla SL Small and Midcap Fund (G) Not Ranked
182.81 35 70 54 86 63 36 34
IDFC Sterling Equity Fund - G Rank 5
1,767.08 110 102 91 87 78 40 32
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 116 105 84 88 49 43 1
SBI Emerging Businesses -Direct (G) Not Ranked
117.10 111 80 96 88 85 -- --
SBI Emerging Busi (G) Rank 5
1,543.60 113 88 99 89 86 41 17
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.79 49 99 101 90 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.36 52 101 102 91 -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.62 24 78 81 92 -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.49 103 93 74 93 -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
313.54 25 80 87 94 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
148.44 103 95 77 95 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
158.02 17 44 82 96 80 44 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 61 102 102 97 79 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
9.39 63 104 104 98 80 39 33
Union KBC Small & Mid Cap -DP (G) Not Ranked
4.07 28 25 84 99 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.06 65 105 105 100 83 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.75 66 107 106 101 84 42 37
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
76.30 29 29 88 101 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
5.97 114 105 113 103 72 -- --
Sahara Midcap Fund (G) Not Ranked
4.58 116 109 114 104 73 43 38
Birla SL Pure Value - Direct (G) Not Ranked
51.72 98 109 109 105 29 -- --
Birla SL Pure Value Fund (G) Rank 4
367.08 100 111 112 106 31 22 25
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.14 21 77 82 107 -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
189.78 20 79 86 108 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.38 108 118 116 109 76 -- --
Sahara Star Value Fund (G) Not Ranked
1.63 107 117 115 110 82 45 40
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.55 84 73 9 -- -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
232.43 78 115 111 -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 51 82 -- -- -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.15 79 108 107 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.51 55 87 -- -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
122.72 75 113 110 -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.69 71 112 108 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
154.51 90 82 20 -- -- -- --

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