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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 - Returns (in %) - as on Sep 17, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance Small Cap - Direct (G) Not Ranked
31.21 11.7 20.9 74.2 145.1 -- -- --
Reliance Small Cap Fund (G) Rank 1
535.00 11.6 20.7 73.4 143.2 48.4 33.6 --
HSBC Midcap Equity - Direct (G) Not Ranked
19.66 8.2 12.0 55.8 129.4 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
108.05 8.1 11.8 55.2 127.8 33.0 23.2 11.7
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
15.73 9.4 20.4 64.8 120.3 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
10.07 6.9 14.0 60.2 119.1 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 3
506.69 9.4 20.2 64.2 119.0 39.2 28.1 24.7
ICICI Pru MidCap Fund (G) Rank 3
318.91 6.8 13.8 59.6 117.4 40.1 27.6 18.8
Sahara Star Value Fund -Direct (G) Not Ranked
0.13 8.6 6.7 69.8 117.3 -- -- --
UTI Mid Cap - Direct (G) Not Ranked
32.61 10.4 22.1 59.8 117.1 -- -- --
UTI Mid Cap (G) Rank 2
931.38 10.3 21.9 59.2 115.8 44.6 30.2 22.5
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.67 8.4 15.6 64.9 114.3 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
3.50 11.2 15.8 78.5 113.5 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 11.2 15.8 78.1 112.8 36.7 25.8 --
Can Robeco Emerg-Equities (G) Not Ranked
52.29 8.3 15.3 64.2 112.5 40.9 30.7 24.2
Sundaram SMILE Fund (G) Rank 4
332.35 11.1 15.6 77.6 111.9 36.1 25.1 14.5
Birla SL Pure Value - Direct (G) Not Ranked
11.44 3.9 3.0 66.2 110.4 -- -- --
Birla SL Pure Value Fund (G) Rank 1
97.71 3.8 2.7 65.7 109.0 44.6 28.2 20.9
Franklin (I) Smaller Co -Direct (G) Not Ranked
31.57 7.6 18.5 57.6 108.4 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
556.14 7.4 18.2 57.0 107.2 48.5 35.0 23.7
Mirae Emerging Bluechip -Direct (G) Not Ranked
14.06 8.9 16.3 51.8 102.4 -- -- --
Sahara Star Value Fund (G) Not Ranked
1.59 8.6 6.3 57.6 101.2 25.8 18.0 12.3
Reliance Long Term Eqty -Direct (G) Not Ranked
4.78 8.0 16.6 64.1 100.7 -- -- --
Kotak Emerging Equity -Direct (G) Not Ranked
0.26 7.2 16.6 57.4 100.3 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 2
283.45 8.8 16.0 51.0 100.2 42.0 31.3 --
Reliance Long Term Equity (G) Rank 3
945.05 7.9 16.3 63.4 99.1 36.3 25.6 18.9
Kotak Emerging Equity (G) Not Ranked
56.73 7.2 16.4 56.8 98.8 33.0 25.6 17.5
SBI Midcap Fund - Direct (G) Not Ranked
38.56 7.7 16.4 41.1 98.3 -- -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.64 7.2 14.4 51.9 97.3 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
325.50 7.6 16.2 40.6 97.1 42.6 29.2 17.9
L&T Midcap Fund -Direct (G) Not Ranked
1.79 8.2 14.7 55.9 95.2 -- -- --
Sahara Midcap Fund (G) Not Ranked
3.75 11.7 15.9 55.7 95.1 34.7 22.2 17.0
Sahara Midcap Fund - Direct (G) Not Ranked
5.48 11.7 15.9 55.6 95.1 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
58.07 7.1 14.0 51.0 95.1 38.0 26.1 22.6
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 6.6 11.9 48.6 93.9 -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
20.14 8.5 10.2 50.3 93.9 -- -- --
L&T Midcap Fund (G) Rank 2
133.55 8.1 14.5 55.2 93.7 37.0 26.2 17.9
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 5.7 13.1 54.4 93.5 -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 6.5 11.7 48.1 92.8 37.0 27.4 24.3
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,102.08 8.5 10.0 49.8 92.7 32.0 21.8 19.4
Axis Mid Cap Fund - Direct (G) Not Ranked
4.47 7.9 10.8 54.1 92.7 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
1.40 9.0 15.0 55.3 92.2 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 5.7 12.9 53.8 92.1 39.1 31.7 22.7
Religare Invesco Mid N Small-DP (G) Not Ranked
6.00 7.0 13.7 48.3 92.1 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
2.66 7.2 9.5 52.8 91.0 -- -- --
Tata Mid Cap Growth Fund (G) Rank 3
215.08 9.0 14.8 54.7 90.8 35.5 26.5 18.1
Principal Emer-Bluechip -Direct (G) Not Ranked
6.55 7.2 14.0 49.9 90.6 -- -- --
Religare Invesco Mid N SmallCap (G) Rank 2
123.11 6.9 13.3 47.5 90.1 39.8 27.6 25.3
Axis Mid Cap Fund (G) Rank 3
337.30 7.7 10.4 52.7 89.8 38.2 29.7 --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
2.01 8.2 15.1 50.1 89.7 -- -- --
Principal Emerging Bluechip(G) Rank 3
281.30 7.2 13.8 49.5 89.5 38.5 30.0 18.1
JPMorgan (I) Smaller Co. (G) Rank 2
115.36 7.1 9.2 52.0 89.1 38.7 27.7 21.2
Kotak Mid-Cap Fund (G) Rank 4
243.65 8.1 14.9 49.6 88.4 29.9 22.8 17.8
Sundaram Select Midcap -Direct (G) Not Ranked
44.90 8.8 13.3 54.9 88.1 -- -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.99 8.8 13.2 54.5 87.7 34.3 24.7 19.5
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 8.7 13.1 54.1 86.8 34.1 24.3 18.9
Franklin (I) Prima - Direct (G) Not Ranked
49.71 6.9 14.1 48.6 84.4 -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
1.01 7.6 9.0 45.7 83.4 -- -- --
ING Midcap Fund -Direct (G) Not Ranked
1.12 4.5 7.3 44.3 83.0 -- -- --
Franklin India Prima Fund (G) Rank 3
1,362.99 6.7 13.7 47.9 82.8 39.7 28.9 20.8
Taurus Discovery Fund -Direct (G) Not Ranked
0.11 6.5 11.7 46.4 81.8 -- -- --
Birla SL Small and Midcap Fund (G) Rank 3
101.40 7.5 8.6 44.9 81.7 31.0 20.6 16.7
ING Midcap Fund (G) Not Ranked
28.21 4.5 7.1 43.5 81.1 33.5 22.5 15.7
Taurus Discovery Fund (G) Not Ranked
24.41 6.5 11.6 46.0 81.1 33.0 23.2 14.1
Birla SL Midcap Fund -Direct (G) Not Ranked
11.96 6.5 8.6 46.0 80.5 -- -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
1.00 4.8 12.7 50.5 80.2 -- -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
20.67 8.6 17.5 44.4 79.2 -- -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,104.83 6.4 8.3 45.3 79.1 28.1 20.3 13.9
BNP Paribas Mid Cap Fund (G) Rank 2
114.12 4.7 12.4 49.8 78.6 37.6 28.8 23.3
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
SBI Magnum Global Fund (G) Rank 3
1,047.29 8.5 17.4 43.9 78.1 36.8 25.3 21.3
IDFC Premier Equity - Direct (G) Not Ranked
214.86 6.6 14.2 36.9 72.5 -- -- --
IDFC Premier Equity - B (G) Not Ranked
46.83 6.5 14.0 36.5 71.5 32.0 23.2 21.6
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 6.5 14.0 36.5 71.4 32.0 23.1 21.6
IDFC Sterling Equity - Direct (G) Not Ranked
53.62 9.7 14.6 45.4 70.1 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
13.12 6.7 16.5 45.8 69.8 -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
76.40 7.4 15.7 43.9 68.8 -- -- --
Birla SL Buy India -Direct (G) Not Ranked
0.75 7.7 17.6 41.4 68.7 -- -- --
Birla Sun Life MNC Fund (G) Rank 4
516.46 6.6 16.3 45.2 68.6 32.8 25.9 23.6
IDFC Sterling Equity Fund - G Rank 5
1,436.55 9.6 14.3 44.6 68.6 27.4 21.2 19.7
Birla Sun Life Buy India (G) Not Ranked
37.01 7.7 17.5 41.0 67.8 32.0 23.1 17.8
SBI Emerging Busi (G) Rank 5
1,266.46 7.3 15.5 43.4 67.7 26.1 22.8 23.6
Motilal MOSt Shares Midcap 100 ETF Not Ranked
198.77 4.7 6.9 41.7 66.3 25.2 17.3 --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.20 6.2 10.6 35.0 66.2 -- -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
8.07 6.2 10.4 34.7 65.5 29.8 20.2 --
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.08 3.9 6.2 37.0 59.4 -- -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.17 6.9 9.7 33.5 58.5 -- -- --
Sundaram Equity Multiplier (G) Rank 4
114.39 3.9 6.0 36.2 58.2 20.5 14.8 9.6
Sahara Wealth Plus - VPO (G) Not Ranked
8.90 6.9 9.6 33.3 58.1 28.2 20.8 16.0
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sundaram Rural India -Direct (G) Not Ranked
0.11 5.2 9.1 33.5 57.1 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 6.8 9.4 32.8 57.0 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.59 6.8 9.3 32.6 56.6 27.0 19.6 15.0
Sundaram Rural India Fund (G) Rank 5
118.10 5.1 9.0 32.8 56.1 23.6 16.0 13.1
Motilal Focused Midcap 30 - RP (G) Not Ranked
44.90 6.5 12.7 44.8 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
2.78 11.4 21.8 76.2 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
28.72 11.2 21.2 74.8 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
129.32 6.8 10.7 -- -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
36.84 10.8 20.1 81.6 -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
4.04 8.4 13.1 59.2 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
10.18 5.8 7.8 -- -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
0.32 5.9 7.9 -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
207.61 8.3 12.9 58.4 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
4.30 10.9 20.6 83.1 -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
76.92 5.3 8.2 29.8 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
0.51 6.4 7.4 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
44.89 6.3 7.2 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.22 6.7 11.0 -- -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
10.34 6.9 10.8 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
106.82 6.7 10.8 -- -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
13.30 6.6 13.0 45.5 -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.13 5.3 8.3 30.1 -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
70.28 11.2 20.9 83.5 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
3.96 11.3 21.4 85.1 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
2.49 11.4 21.4 84.3 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
45.38 11.2 20.8 82.7 -- -- -- --
CATEGORY AVERAGE 7.4 13.0 47.5 70.4 14.2 10.2 6.8

Note : Returns have been calculated based on NAV's as on Sep 17, 2014 & Index values as on Sep 17, 2014

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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