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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 Apr 17, 2015

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.79 14 15 7 1 -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.68 9 10 8 2 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.54 7 11 10 3 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.84 8 9 9 4 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.72 16 20 11 5 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
102.76 12 13 12 6 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.03 10 14 14 7 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.45 11 12 13 8 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
43.45 3 1 1 9 7 -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
79.29 5 5 15 10 1 -- --
Birla Sun Life MNC Fund (G) Rank 3
1,180.37 4 2 2 11 11 6 1
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,764.44 6 6 16 12 2 3 5
SBI Small & Midcap Fund -Direct (G) Not Ranked
46.95 1 47 5 13 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
37.95 26 42 27 14 5 -- --
SBI Small & Midcap Fund (G) Not Ranked
222.28 2 53 6 15 25 32 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 26 42 26 15 5 10 23
Sundaram SMILE Fund (G) Rank 3
857.54 28 45 28 17 10 13 28
Motilal Focused Midcap 30 - DP (G) Not Ranked
163.19 92 7 16 18 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
34.91 44 53 34 19 14 -- --
Can Robeco Emerg-Equities (G) Rank 1
281.14 46 57 40 20 15 8 2
Motilal Focused Midcap 30 - RP (G) Not Ranked
178.54 98 8 18 21 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
15.06 93 22 22 22 17 -- --
Kotak Emerging Equity - Direct (G) Not Ranked
5.50 64 58 25 23 39 -- --
Tata Mid Cap Growth Fund (G) Rank 3
395.91 96 23 24 24 20 14 17
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
7.90 95 26 21 25 19 -- --
Kotak Emerging Equity - Regular (G) Rank 2
504.32 68 62 29 26 49 29 26
Reliance Small Cap - Direct (G) Not Ranked
141.56 17 113 101 27 3 -- --
Reliance Small Cap Fund (G) Rank 2
1,419.99 19 115 104 28 4 2 --
JPMorgan (I) Smaller Co. (G) Rank 2
347.93 99 29 23 29 23 8 8
UTI Mid Cap - Direct (G) Not Ranked
189.14 41 35 71 30 8 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
197.64 76 59 51 31 8 -- --
UTI Mid Cap (G) Rank 2
2,479.20 42 39 76 32 12 5 9
L&T Midcap Fund -Direct (G) Not Ranked
7.96 67 66 56 33 26 -- --
L&T Midcap Fund (G) Rank 1
307.82 71 69 59 34 28 23 29
Birla SL Buy India -Direct (G) Not Ranked
2.33 18 24 19 35 52 -- --
Franklin (I) Smaller Cos (G) Rank 2
1,716.69 77 63 61 36 13 1 3
Mirae Emerging Bluechip -Direct (G) Not Ranked
40.58 108 63 54 37 21 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
6.09 25 65 83 38 -- -- --
Birla Sun Life Buy India (G) Not Ranked
53.91 19 25 20 39 56 17 17
Reliance Mid & Small Cap - Direct (G) Not Ranked
66.54 21 71 74 40 30 -- --
SBI Midcap Fund - Direct (G) Not Ranked
92.68 36 16 30 41 16 -- --
Mirae Emerging Bluechip Fund (G) Rank 3
652.37 109 68 59 42 24 6 --
Sundaram Select Midcap -Direct (G) Not Ranked
83.11 37 32 32 43 37 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 37 32 31 44 41 24 14
Reliance Mid & Small Cap Fund (G) Rank 4
2,274.41 23 75 78 45 34 25 24
Axis Small Cap Fund - Regular (G) Not Ranked
309.87 30 73 89 46 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
12.13 91 50 43 47 36 -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
4.31 29 30 67 48 44 -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
2.56 111 52 47 49 32 -- --
SBI Magnum Midcap Fund (G) Rank 3
815.01 40 17 36 49 18 4 16
Sundaram Select Midcap -RP (G) Rank 4
2,770.75 39 38 37 51 44 26 20
Principal Emerging Bluechip(G) Rank 1
452.51 96 55 45 52 42 11 27
SBI Magnum Global Fund - Direct (G) Not Ranked
100.99 57 27 33 53 52 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
71.84 78 84 79 54 22 -- --
BNP Paribas Mid Cap Fund (G) Rank 2
286.85 33 36 75 55 51 16 7
Franklin (I) Prima - Direct (G) Not Ranked
162.26 100 81 48 56 35 -- --
SBI Magnum Global Fund (G) Rank 3
1,789.46 61 28 40 57 57 22 11
HSBC Midcap Equity - Direct (G) Not Ranked
60.72 22 79 65 58 33 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
26.45 47 47 38 59 65 -- --
ICICI Pru MidCap Fund (G) Rank 3
1,183.79 80 90 85 59 25 27 32
Religare Invesco Mid Cap (G) Not Ranked
101.68 115 60 56 61 44 19 10
Axis Mid Cap Fund - Direct (G) Not Ranked
53.28 48 93 87 62 59 -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
22.95 116 56 50 63 31 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
5.28 101 92 73 64 72 -- --
HSBC Midcap Equity Fund (G) Rank 3
287.32 24 80 69 65 38 37 39
Birla Sun Life Midcap Fund (G) Rank 5
1,492.85 50 50 44 66 71 34 37
Franklin India Prima Fund (G) Rank 3
3,172.81 107 86 53 66 47 12 19
Taurus Discovery Fund -Direct (G) Not Ranked
0.22 102 44 81 68 74 -- --
Kotak Mid-Cap Fund - Regular(G) Rank 4
353.59 106 94 80 69 73 35 30
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
75.26 43 77 46 70 55 -- --
Axis Mid Cap Fund (G) Rank 3
999.35 49 96 93 71 62 18 --
ICICI Pru Value Discovery - DP (G) Not Ranked
576.11 82 39 82 72 47 -- --
Taurus Discovery Fund (G) Not Ranked
32.54 105 46 84 73 75 30 34
Religare Invesco Mid N SmallCap (G) Rank 3
376.44 117 61 58 74 40 15 4
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,776.86 45 78 49 75 58 33 25
ICICI Pru Value Discovery Fund (G) Rank 4
8,224.72 85 49 88 76 52 21 11
HDFC MidCap Opport.- Direct (G) Not Ranked
666.39 62 69 65 77 42 -- --
Birla SL Pure Value - Direct (G) Not Ranked
51.72 72 110 98 78 27 -- --
IDFC Premier Equity - Direct (G) Not Ranked
579.15 66 17 34 79 63 -- --
HDFC MidCap Opportunities (G) Rank 4
8,957.92 65 76 70 80 50 28 6
Birla SL Small & Midcap -Direct (G) Not Ranked
5.44 51 67 64 81 60 -- --
IDFC Premier Equity - B (G) Not Ranked
37.56 68 19 38 82 67 31 13
Birla SL Pure Value Fund (G) Rank 3
367.08 73 111 103 82 28 20 22
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 111 79 20 83 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
114.27 87 86 72 84 76 -- --
IDFC Premier Equity - Regular (G) Rank 5
6,465.61 70 21 42 85 68 31 14
HSBC Small Cap Fund (G) Not Ranked
13.45 112 80 23 85 49 48 30
Birla SL Small and Midcap Fund (G) Rank 3
182.81 53 71 68 86 61 35 35
IDFC Sterling Equity Fund - G Rank 4
1,767.08 89 88 76 87 77 40 31
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 58 91 95 88 85 -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.78 59 34 51 89 63 -- --
Edelweiss Select Midcap Fund (G) Not Ranked
26.25 60 39 54 90 66 37 --
SBI Emerging Busi (G) Rank 5
1,543.60 63 94 96 91 86 39 20
Motilal MOSt Shares Midcap 100 ETF Not Ranked
158.02 79 74 94 92 83 44 --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.49 74 31 62 93 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
148.44 74 37 63 94 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
5.97 31 108 113 95 69 -- --
Sahara Midcap Fund (G) Not Ranked
4.58 32 109 114 96 70 42 38
Sahara Star Value Fund -Direct (G) Not Ranked
0.38 35 118 116 97 77 -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 110 97 105 98 79 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
9.39 111 98 106 99 80 41 33
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.06 113 100 107 100 81 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.75 114 101 109 101 82 43 36
Sahara Star Value Fund (G) Not Ranked
1.63 34 117 115 102 84 45 40
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 83 99 -- -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.62 52 85 86 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
152.17 55 83 92 -- -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
539.43 55 82 91 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
313.54 54 89 89 -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.55 13 3 3 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.36 103 106 98 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.51 88 102 -- -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.69 84 114 110 -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
122.72 85 116 111 -- -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.15 88 107 108 -- -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
232.43 81 112 112 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.14 90 103 100 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
189.78 94 104 102 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.79 103 105 97 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
154.51 14 4 4 -- -- -- --

Note : Returns have been calculated based on NAV's as on Apr 17, 2015 & Index values as on Apr 17, 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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