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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 02, 2016

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
SBI Small & Midcap Fund -Direct (G) Not Ranked
151.92 113 98 15 1 3 -- --
SBI Small & Midcap Fund (G) Not Ranked
559.85 118 103 27 2 9 32 --
SBI Midcap Fund - Direct (G) Not Ranked
132.40 1 22 1 3 25 7 --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
153.92 15 16 24 4 11 1 --
Reliance Small Cap - Direct (G) Not Ranked
164.78 43 102 106 4 17 3 --
Mirae Emerging Bluechip -Direct (G) Not Ranked
68.30 55 55 37 6 29 9 --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.91 41 36 51 7 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
1,193.63 8 30 2 7 31 9 4
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,079.09 16 17 32 9 12 2 3
Reliance Small Cap Fund (G) Rank 1
1,705.31 51 106 109 10 23 4 7
Kotak Mid-Cap Fund - Direct (G) Not Ranked
7.32 95 11 9 10 37 52 --
Birla SL Pure Value - Direct (G) Not Ranked
51.03 79 56 20 12 63 15 --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
164.99 45 43 56 12 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 1
986.02 58 60 50 14 34 14 1
SBI Emerging Businesses -Direct (G) Not Ranked
117.00 11 12 6 15 66 75 --
Franklin (I) Smaller Co -Direct (G) Not Ranked
306.24 62 19 13 16 21 5 --
Birla SL Small & Midcap -Direct (G) Not Ranked
7.73 96 35 16 17 54 43 --
Birla SL Pure Value Fund (G) Rank 4
355.19 88 63 29 17 69 19 19
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.50 43 44 51 19 -- -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.16 47 44 54 20 -- -- --
SBI Emerging Busi (G) Rank 5
1,486.36 12 14 10 21 72 79 20
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
44.56 65 62 51 22 38 31 --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
343.71 100 13 16 22 46 56 30
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
233.57 46 48 57 24 -- -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
128.84 50 49 58 25 -- -- --
Birla SL Small and Midcap Fund (G) Not Ranked
176.37 99 47 20 25 62 47 28
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.84 92 25 25 25 81 -- --
Franklin (I) Smaller Cos (G) Rank 2
2,301.77 70 25 22 28 30 6 2
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
241.91 93 27 28 28 85 -- --
Kotak Emerging Equity - Direct (G) Not Ranked
38.72 13 15 34 28 20 25 --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 21 23 3 28 -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
6.20 26 95 12 28 33 -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
126.50 81 49 5 33 -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.20 63 33 38 34 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
336.32 48 136 66 35 16 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 27 40 40 35 43 31 14
Sundaram Select Midcap -Direct (G) Not Ranked
119.13 25 40 40 35 43 30 --
Sahara Star Value Fund (G) Not Ranked
1.13 101 2 58 38 103 73 42
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
104.65 87 52 7 39 -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
193.95 67 36 44 39 -- -- --
Sundaram Select Midcap -RP (G) Rank 4
3,193.81 28 46 44 41 49 39 21
Sahara Midcap Fund - Direct (G) Not Ranked
4.97 84 1 29 42 90 56 --
BNP Paribas Mid Cap Fund (G) Rank 2
404.57 75 69 67 42 47 46 6
L&T Emerging Businesses Fund-DP (G) Not Ranked
27.90 111 135 71 44 88 -- --
Franklin (I) Prima - Direct (G) Not Ranked
283.64 114 34 23 44 40 24 --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.54 89 32 8 46 -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.36 24 28 4 46 -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
309.45 31 100 19 48 39 -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.15 104 3 65 49 95 68 --
Kotak Emerging Equity - Regular (G) Rank 3
753.82 14 18 44 50 26 35 14
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
119.88 90 38 11 50 -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
334.90 112 136 78 50 92 -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
488.11 53 138 75 53 24 -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
93.01 52 85 100 54 14 11 --
Sahara Midcap Fund (G) Not Ranked
3.60 90 4 40 55 93 60 39
Franklin India Prima Fund (G) Rank 3
3,562.74 117 51 33 55 50 34 10
Motilal MOSt Shares Midcap 100 ETF Not Ranked
58.16 97 19 47 57 86 77 41
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
80.27 128 65 63 58 56 48 --
HDFC MidCap Opport.- Direct (G) Not Ranked
905.52 106 53 49 58 67 35 --
Birla SL Midcap Fund -Direct (G) Not Ranked
37.47 103 85 90 58 58 55 --
Can Robeco Emerg-Equities (G) Rank 2
736.79 54 95 104 61 19 13 8
HSBC Midcap Equity - Direct (G) Not Ranked
62.11 3 21 35 62 50 21 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.68 106 78 107 63 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,788.83 129 70 70 63 59 53 33
Birla Sun Life Midcap Fund (G) Rank 4
1,509.17 108 94 93 65 64 62 35
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
40.04 105 78 107 66 -- -- --
UTI Mid Cap - Direct (G) Not Ranked
152.22 32 31 68 66 36 8 --
HDFC MidCap Opportunities (G) Rank 3
9,733.96 109 59 60 66 74 44 13
L&T Midcap Fund -Direct (G) Not Ranked
18.18 125 131 94 69 48 28 --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
Birla SL Buy India -Direct (G) Not Ranked
4.10 139 139 135 70 18 61 --
HSBC Midcap Equity Fund (G) Rank 3
337.34 8 23 38 71 57 26 36
UTI Mid Cap (G) Rank 2
3,203.82 34 40 73 72 41 12 9
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.78 74 71 115 73 1 -- --
Birla Sun Life Buy India (G) Not Ranked
55.26 140 140 136 73 22 64 21
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
103.98 66 76 117 75 7 -- --
L&T Midcap Fund (G) Not Ranked
355.04 126 133 99 75 54 40 27
SBI Magnum Global Fund - Direct (G) Not Ranked
193.15 94 78 75 75 60 53 --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
55.56 70 78 117 75 10 -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
4.39 61 105 71 77 53 35 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.59 67 72 110 77 3 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.12 64 72 111 79 2 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
42.39 76 75 119 79 6 -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
11.91 121 108 97 81 35 23 --
Religare Invesco Mid N Small-DP (G) Not Ranked
31.93 56 104 79 82 60 40 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.79 67 74 111 82 5 -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.78 36 58 36 84 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
69.64 70 77 115 84 8 -- --
SBI Magnum Global Fund (G) Rank 3
2,158.87 98 89 85 86 67 56 17
JPMorgan (I) Mid and Small Cap (G) Rank 3
643.40 122 111 100 87 41 31 12
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.33 133 54 26 88 98 73 --
Birla SL MNC Fund -Direct (G) Not Ranked
283.44 127 98 88 89 13 16 --
Sahara Wealth Plus - VPO (G) Not Ranked
8.07 134 57 29 90 99 76 37
LIC NOMURA MF Midcap Fund - Direct (G) Not Ranked
35.49 29 28 68 91 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
118.88 73 116 87 92 65 50 14
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
198.54 40 67 60 92 -- -- --
Religare Invesco Mid N SmallCap (G) Rank 3
441.19 59 112 91 94 72 50 11
Sundaram Small Cap - Series III-DP-G Not Ranked
0.72 4 5 79 94 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.90 77 89 114 96 77 71 --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.68 6 6 79 96 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
532.93 79 83 54 98 79 63 --
Birla Sun Life MNC Fund (G) Rank 3
2,478.38 130 101 94 99 14 22 5
LIC NOMURA MF Midcap Fund - Regular (G) Not Ranked
36.47 38 38 73 100 -- -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
38.30 6 8 83 100 -- -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
40.45 10 10 84 100 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
54.91 20 87 119 103 27 17 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 22 87 119 103 27 18 24
Sundaram Small Cap - Series II-DP-G Not Ranked
1.16 2 6 77 105 -- -- --
IDFC Premier Equity - B (G) Not Ranked
23.56 84 91 62 105 83 66 25
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.14 39 132 111 107 87 68 --
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 84 91 63 107 84 67 25
Taurus Discovery Fund (G) Not Ranked
32.87 82 97 124 109 80 72 34
Sundaram SMILE Fund (G) Rank 3
1,238.37 23 93 124 109 32 20 28
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 135 66 43 111 100 80 --
Sundaram Small Cap - Series II-RP-G Not Ranked
61.00 5 9 82 111 -- -- --
Reliance Mid & Small Cap - Direct (G) Not Ranked
76.79 57 117 126 113 71 44 --
Axis Mid Cap Fund - Direct (G) Not Ranked
56.08 78 121 119 113 75 56 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.43 136 68 48 115 101 81 40
Edelweiss Emerging Leaders (G) Not Ranked
39.88 48 134 123 116 89 70 --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
87.48 123 82 97 117 70 29 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.55 132 130 133 118 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
20.18 119 124 127 119 45 27 --
Can Robeco India Opport. - RP-(G) Not Ranked
104.79 131 129 133 120 -- -- --
Reliance Mid & Small Cap Fund (G) Rank 4
2,173.08 59 122 129 120 78 48 32
Axis Mid Cap Fund (G) Rank 5
1,181.42 83 126 127 122 81 65 17
ICICI Pru MidCap Fund (G) Rank 3
1,199.50 124 84 103 122 76 42 31
Tata Mid Cap Growth Fund (G) Rank 2
537.85 120 125 130 124 52 35 23
Union KBC Small & Mid Cap -DP (G) Not Ranked
6.09 102 118 91 125 -- -- --
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.54 115 126 131 126 96 -- --
Union KBC Small & Mid Cap -RP (G) Not Ranked
105.95 110 123 96 127 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
86.04 36 107 86 128 91 78 --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
153.18 116 128 132 129 97 -- --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,378.78 42 108 89 130 94 82 37
Templeton (I) Equity Income - Dir (G) Not Ranked
20.76 137 61 102 131 102 83 --
Templeton (I) Equity Income (G) Not Ranked
952.40 138 64 104 132 104 84 43
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
0.36 30 114 -- -- -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
2.27 35 120 14 -- -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
33.64 18 114 -- -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
1.30 33 118 -- -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
9.20 19 110 -- -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
71.91 17 112 16 -- -- -- --

Note : Returns have been calculated based on NAV's as on May 02, 2016 & Index values as on May 02, 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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