Performance Tracker
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Category
Small & Mid Cap
Equity Mutual Funds that invest less than 45% in CRISIL-defined Large Cap Stocks for a minimum of four out of six months in each period over the last 2 years.
Small & Mid Cap - Returns (in %) - as on May 21, 2013
| Mutual Fund Scheme | Crisil Rank | AUM (Rs. cr.) Mar 13 |
1mth | 3mth | 6mth | 1yr | 2yr | 3yr | 5yr | |
|---|---|---|---|---|---|---|---|---|---|---|
| * Returns over 1 year are Annualised | ||||||||||
IDFC Premier Equity - A (G)  |
Rank 2 |
3,381.06 | 3.3 | 1.2 | 3.2 | 20.9 | 10.8 | 12.0 | 12.4 |  |
| HDFC MidCap Opportunities (G) |
Rank 2 |
2,719.45 | 3.0 | 0.8 | 2.9 | 17.4 | 8.7 | 11.3 | 12.7 | |
| ICICI Pru Discovery Fund (G) |
Rank 2 |
2,538.81 | 0.9 | -0.7 | 3.6 | 18.3 | 7.0 | 8.6 | 13.8 | |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 4.5 | 2.6 | -0.6 | 20.0 | 6.0 | 7.4 | 8.6 | |
| IDFC Sterling Equity Fund - G |
Rank 3 |
1,353.77 | 4.3 | -0.4 | 0.5 | 17.4 | 8.2 | 8.5 | 16.2 | |
| Birla SL Dividend Yield (G) |
Rank 3 |
1,333.07 | 2.0 | -1.3 | 0.8 | 13.1 | 4.0 | 6.4 | 12.6 | |
| SBI Emerging Busi (G) |
Rank 1 |
1,214.96 | 5.0 | -- | 3.1 | 28.5 | 20.8 | 18.8 | 10.8 | |
| Birla Sun Life Midcap Fund -A (G) |
Rank 4 |
1,176.05 | 3.2 | 0.6 | 2.8 | 17.6 | 4.7 | 3.4 | 6.2 | |
| DSP-BR Small & Mid Cap -RP (G) |
Rank 3 |
1,158.90 | 2.6 | -1.2 | -2.8 | 13.3 | 4.2 | 5.2 | 9.5 | |
| Reliance Long Term Equity (G) |
Rank 4 |
938.88 | 3.1 | 1.3 | -3.4 | 13.1 | 4.0 | 3.7 | 5.1 | |
| SBI Magnum Global Fund (G) |
Rank 1 |
918.23 | 5.5 | 2.8 | 6.9 | 24.0 | 11.7 | 11.3 | 7.6 | |
| Franklin India Prima Fund (G) |
Rank 2 |
777.67 | 4.3 | 1.5 | 6.1 | 27.0 | 10.2 | 9.6 | 8.4 | |
| UTI Master Value Fund (G) |
Rank 4 |
609.23 | 3.5 | 2.1 | 2.1 | 15.5 | 2.5 | 5.6 | 8.3 | |
| DSP-BR Micro Cap Fund - RP (G) |
Rank 4 |
416.86 | 2.9 | -1.0 | -7.3 | 6.7 | 3.7 | 3.4 | 8.7 | |
| Birla Sun Life MNC Fund (G) |
Rank 1 |
375.83 | 6.6 | 4.2 | 3.9 | 16.4 | 11.5 | 12.7 | 16.0 | |
| Sundaram SMILE Fund (G) | Rank 5 |
365.69 | 3.6 | -0.9 | -6.6 | 9.9 | 0.2 | -0.3 | 3.4 | |
| Reliance Small Cap Fund (G) |
Not Ranked |
351.69 | 0.8 | -3.1 | -8.3 | 10.7 | 0.4 | -- | -- | |
| Franklin (I) Smaller Cos (G) |
Rank 3 |
320.81 | 5.7 | 0.8 | 6.0 | 29.6 | 9.8 | 9.6 | 8.0 | |
| UTI Mid Cap (G) |
Rank 3 |
277.74 | 5.5 | 2.8 | 2.7 | 16.1 | 6.1 | 5.8 | 7.2 | |
| Principal Emerging Bluechip(G) | Rank 3 |
277.47 | 3.0 | 1.0 | 5.1 | 26.1 | 9.3 | 5.0 | -- | |
| Kotak Mid-Cap Fund (G) |
Rank 3 |
269.60 | 4.5 | 0.1 | 0.4 | 20.3 | 7.2 | 7.3 | 4.9 | |
| ICICI Pru MidCap Fund (G) |
Rank 5 |
220.01 | 0.5 | -3.6 | -4.0 | 6.6 | 0.6 | -0.9 | -0.6 | |
| SBI Magnum Midcap Fund (G) |
Rank 3 |
218.46 | 6.6 | 2.2 | 6.1 | 28.1 | 10.7 | 8.0 | 1.8 | |
| Tata Mid Cap Growth Fund (G) |
Rank 3 |
201.09 | 5.3 | 2.0 | -0.4 | 16.5 | 6.1 | 5.2 | 3.4 | |
| Axis Mid Cap Fund (G) | Not Ranked |
193.59 | 2.2 | -0.2 | 3.4 | 30.6 | 13.2 | -- | -- | |
| Sundaram Rural India Fund (G) | Rank 3 |
148.03 | 4.6 | 2.8 | 2.0 | 21.8 | 6.2 | 8.2 | 1.9 | |
| Sundaram Equity Multiplier (G) | Rank 5 |
142.17 | 1.9 | -1.6 | -2.9 | 13.4 | -0.5 | 1.9 | 1.5 | |
| Motilal MOSt Shares Midcap 100 ETF | Not Ranked |
140.96 | 3.7 | 1.6 | 3.2 | 18.3 | 2.7 | -- | -- | |
| Mirae Emerging Bluechip Fund (G) | Not Ranked |
136.66 | 3.7 | 2.0 | 4.6 | 24.5 | 11.5 | -- | -- | |
| JPMorgan (I) Smaller Co. (G) | Rank 2 |
133.34 | 4.4 | 1.2 | 4.3 | 21.3 | 7.9 | 8.4 | 3.0 | |
| Birla SL Small and Midcap Fund (G) |
Rank 4 |
102.15 | 4.8 | 0.9 | 1.5 | 13.5 | 5.3 | 3.2 | 4.8 | |
| Kotak Emerging Equity (G) |
Not Ranked |
97.05 | 4.4 | -1.6 | -0.7 | 17.2 | 8.2 | 5.6 | 2.1 | |
| HSBC Midcap Equity Fund (G) | Not Ranked |
94.60 | -1.8 | -6.2 | -9.9 | 3.8 | -4.5 | -6.2 | -4.7 | |
| L&T Midcap Fund (G) |
Not Ranked |
52.65 | 3.3 | -0.2 | 0.8 | 13.8 | 3.2 | 3.8 | 4.3 | |
| Religare Invesco Mid Cap (G) |
Not Ranked |
52.56 | 3.9 | 0.5 | 1.4 | 21.5 | 9.5 | 10.0 | 7.2 | |
| Birla SL Pure Value Fund (G) |
Not Ranked |
50.90 | 3.2 | -0.5 | 3.9 | 16.0 | 4.5 | 4.2 | 11.5 | |
| IDFC Premier Equity - B (G) |
Not Ranked |
50.59 | 3.3 | 1.2 | 3.2 | 20.9 | 10.8 | 12.0 | -- | |
| Can Robeco Emerg-Equities (G) | Not Ranked |
42.28 | 3.3 | -1.2 | -1.2 | 15.5 | 6.2 | 8.7 | 7.1 | |
| ICICI Pru Discovery -Inst -I |
Not Ranked |
41.27 | 1.0 | -0.4 | 4.3 | 19.8 | 8.2 | 9.7 | 15.1 | |
| BNP Paribas Mid Cap Fund (G) | Not Ranked |
40.47 | 3.5 | -0.6 | 2.5 | 24.7 | 12.6 | 11.0 | 2.1 | |
| ING Midcap Fund (G) | Not Ranked |
28.15 | 1.5 | -0.7 | -- | 17.8 | 3.8 | 5.0 | 2.3 | |
| Religare Invesco Mid N SmallCap (G) |
Not Ranked |
27.11 | 4.9 | 2.0 | 3.4 | 24.9 | 11.0 | 11.5 | 11.1 | |
| Taurus Discovery Fund (G) | Not Ranked |
24.59 | 2.1 | -1.9 | -0.4 | 30.1 | 8.6 | 4.1 | -6.7 | |
| HSBC Small Cap Fund (G) | Not Ranked |
16.60 | 3.8 | -2.3 | -4.6 | 10.5 | -4.7 | -5.7 | -1.9 | |
| Sahara Midcap Fund (G) | Not Ranked |
9.60 | 3.4 | -1.9 | -5.7 | 7.7 | -0.6 | 1.6 | 4.2 | |
| Sundaram SMILE Fund - IP (G) | Not Ranked |
4.33 | 3.7 | -1.1 | -6.6 | 10.4 | 0.7 | 0.3 | -- | |
| Edelweiss Select Midcap Fund (G) |
Not Ranked |
3.19 | 8.2 | 3.4 | 4.4 | 20.0 | -- | -- | -- | |
| ICICI Pru MidCap Fund - Inst. I |
Not Ranked |
2.66 | 0.7 | -3.2 | -3.2 | 8.4 | 2.1 | 0.5 | 0.8 | |
| Birla Sun Life Midcap Fund -B (G) |
Not Ranked |
1.83 | -- | -- | -- | -- | -- | -- | -- | |
| CATEGORY AVERAGE | 3.4 | 0.1 | 0.6 | 17.5 | 6.0 | 5.4 | 5.1 | |||
Note : Returns have been calculated based on NAV's as on May 21, 2013 & Index values as on May 21, 2013
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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