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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 Nov 27, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sundaram SMILE Fund -Direct (G) Not Ranked
11.62 7.2 19.0 39.3 117.5 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 7.2 19.0 39.3 117.0 39.1 34.6 16.4
Sundaram SMILE Fund (G) Rank 3
489.08 7.1 18.7 38.7 115.7 38.5 33.8 15.7
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
37.36 8.2 18.9 45.7 114.1 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,158.70 8.1 18.7 45.2 112.6 42.3 36.5 25.9
Reliance Small Cap - Direct (G) Not Ranked
66.73 3.2 13.0 40.4 110.2 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
31.73 8.3 14.0 19.3 109.7 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
6.50 9.3 16.9 41.2 109.3 -- -- --
Reliance Small Cap Fund (G) Rank 1
864.91 3.1 12.8 39.8 108.5 45.9 40.0 --
Birla SL Pure Value Fund (G) Rank 3
229.67 8.2 13.7 18.8 108.1 45.4 35.5 21.6
Can Robeco Emerg-Equities (G) Rank 1
95.40 9.2 16.7 40.6 107.5 41.9 39.2 26.2
UTI Mid Cap - Direct (G) Not Ranked
45.29 6.4 16.1 43.7 103.4 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
36.48 10.7 15.2 37.6 102.3 -- -- --
UTI Mid Cap (G) Rank 1
1,315.91 6.4 15.8 43.1 102.0 45.4 37.6 23.1
ICICI Pru MidCap Fund (G) Rank 3
674.40 10.6 15.0 37.0 100.7 42.2 36.6 19.0
HSBC Midcap Equity - Direct (G) Not Ranked
41.21 5.1 12.6 27.5 97.7 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
174.75 5.1 12.4 27.1 96.3 32.0 30.5 10.8
Franklin (I) Smaller Co -Direct (G) Not Ranked
84.68 6.8 11.9 37.5 94.9 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
987.80 6.6 11.4 36.6 93.2 46.5 41.7 23.5
Kotak Emerging Equity -Direct (G) Not Ranked
0.99 9.0 16.4 42.0 93.0 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
4.49 10.6 17.8 33.3 92.4 -- -- --
Reliance Long Term Eqty -Direct (G) Not Ranked
22.89 4.8 13.4 33.5 92.2 -- -- --
Kotak Emerging Equity (G) Rank 3
118.80 8.9 16.1 41.4 91.5 33.4 32.4 18.1
Mirae Emerging Bluechip -Direct (G) Not Ranked
24.01 5.7 14.8 35.2 91.4 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.75 1.6 3.8 10.9 90.9 -- -- --
Reliance Long Term Equity (G) Rank 3
1,492.24 4.7 13.1 32.9 90.7 35.3 33.3 19.5
L&T Midcap Fund -Direct (G) Not Ranked
3.75 6.4 14.3 35.3 90.5 -- -- --
JPMorgan (I) Smaller Co. (G) Rank 3
199.08 10.5 17.3 32.4 90.3 40.4 36.0 22.3
Tata Mid Cap Growth - Direct (G) Not Ranked
3.98 8.8 15.7 37.5 89.6 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 2
425.33 5.7 14.5 34.6 89.4 41.9 36.9 --
L&T Midcap Fund (G) Rank 2
212.40 6.3 14.0 34.7 88.9 38.1 32.7 17.9
Tata Mid Cap Growth Fund (G) Rank 2
277.94 8.7 15.5 36.9 88.2 37.1 33.0 18.9
Principal Emer-Bluechip -Direct (G) Not Ranked
4.96 9.0 16.2 34.4 88.0 -- -- --
Principal Emerging Bluechip(G) Rank 2
348.92 8.9 16.1 34.0 86.9 38.6 37.7 18.6
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.14 8.9 13.7 33.6 86.5 -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
60.94 8.1 13.5 32.5 85.4 -- -- --
Sundaram Select Midcap -IP (D) Not Ranked
1.07 8.1 13.5 32.4 84.9 34.7 31.0 19.7
Religare Invesco Mid Cap (G) Not Ranked
72.87 8.7 13.2 32.5 84.1 37.3 33.7 23.2
Sundaram Select Midcap -RP (G) Rank 4
2,257.85 8.0 13.3 31.9 83.8 34.4 30.7 18.9
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 5.6 9.3 28.5 83.2 -- -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 7.4 12.8 32.3 83.0 -- -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
22.54 7.1 13.9 31.6 82.6 -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
5.00 5.8 12.5 36.1 82.0 -- -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 7.3 12.6 31.8 81.9 38.7 33.6 24.4
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 5.5 9.1 28.0 81.9 39.0 35.7 23.0
Religare Invesco Mid N Small-DP (G) Not Ranked
12.17 8.5 13.5 32.1 81.3 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
85.21 7.3 13.9 33.0 80.1 -- -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
3.65 7.8 14.8 33.9 79.9 -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
256.01 5.7 12.1 35.3 79.9 -- -- --
Axis Mid Cap Fund (G) Rank 3
575.18 6.9 13.4 30.6 79.6 35.3 35.5 --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
34.87 9.3 15.0 31.7 79.5 -- -- --
Religare Invesco Mid N SmallCap (G) Rank 3
219.17 8.3 13.0 31.2 79.0 38.7 35.2 25.7
Kotak Mid-Cap Fund (G) Rank 4
289.63 7.7 14.5 33.4 78.6 28.9 29.5 18.4
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,368.84 9.2 14.8 31.2 78.3 31.4 29.5 19.7
Franklin India Prima Fund (G) Rank 3
2,024.54 7.1 13.4 32.0 78.2 38.3 34.8 20.7
Sahara Star Value Fund (G) Not Ranked
1.83 1.6 3.8 10.4 77.0 24.4 21.0 11.7
SBI Midcap Fund - Direct (G) Not Ranked
56.85 6.0 14.6 33.8 76.8 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
521.46 5.9 14.4 33.4 75.6 41.2 37.3 20.4
Birla SL Midcap Fund -Direct (G) Not Ranked
19.41 6.5 14.5 28.3 74.3 -- -- --
Birla Sun Life Midcap Fund (G) Rank 5
1,278.99 6.4 14.2 27.6 72.8 30.2 26.8 13.8
Birla SL MNC Fund -Direct (G) Not Ranked
18.30 12.7 16.3 41.6 72.6 -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
1.99 6.4 14.5 25.2 72.1 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.16 6.1 13.8 29.0 71.8 -- -- --
Birla Sun Life MNC Fund (G) Rank 4
658.41 12.6 16.0 41.0 71.3 36.2 33.9 24.4
Taurus Discovery Fund (G) Not Ranked
27.85 6.1 13.7 28.6 71.1 28.2 30.7 15.1
Birla SL Small and Midcap Fund (G) Rank 4
124.34 6.3 14.3 24.5 70.4 32.2 26.6 16.2
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
2.53 5.1 9.2 28.0 69.2 -- -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
37.23 5.5 12.5 32.2 68.9 -- -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
6.06 1.9 6.4 21.7 68.8 -- -- --
Sahara Midcap Fund (G) Not Ranked
4.44 1.9 6.3 21.6 68.8 30.0 26.6 16.2
SBI Magnum Global Fund (G) Rank 3
1,273.97 5.5 12.3 31.8 67.9 34.4 31.8 21.1
BNP Paribas Mid Cap Fund (G) Rank 2
177.80 5.0 8.9 27.3 67.6 34.9 35.1 23.0
IDFC Premier Equity - Direct (G) Not Ranked
398.22 5.6 10.9 29.3 64.9 -- -- --
IDFC Premier Equity - B (G) Not Ranked
52.00 5.5 10.7 28.8 63.9 29.8 29.2 21.5
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 5.5 10.6 28.7 63.7 29.7 29.1 21.4
Birla SL Buy India -Direct (G) Not Ranked
0.98 6.8 13.8 35.2 62.9 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
243.02 6.1 10.1 20.4 62.1 24.5 23.3 --
Birla Sun Life Buy India (G) Not Ranked
43.00 6.8 13.6 34.8 62.0 29.4 29.6 18.4
SBI Emerging Businesses -Direct (G) Not Ranked
94.69 6.2 9.1 29.3 60.8 -- -- --
SBI Emerging Busi (G) Rank 5
1,415.80 6.1 8.9 28.9 59.7 21.8 26.9 23.1
IDFC Sterling Equity - Direct (G) Not Ranked
70.46 7.6 12.3 30.4 59.1 -- -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.29 8.8 13.3 26.9 58.5 -- -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
15.56 8.7 13.2 26.6 57.9 30.1 26.5 --
IDFC Sterling Equity Fund - G Rank 5
1,549.83 7.5 12.0 29.7 57.6 26.7 27.9 18.7
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.16 7.4 10.4 21.9 57.4 -- -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Sundaram Equity Multiplier (G) Rank 4
120.24 7.3 10.2 21.4 56.1 21.9 20.3 10.7
Sundaram Rural India -Direct (G) Not Ranked
0.15 6.9 10.8 23.9 54.8 -- -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sundaram Rural India Fund (G) Rank 4
124.35 6.8 10.6 23.5 53.8 21.5 20.8 13.1
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.23 5.2 10.4 19.6 52.7 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.56 5.2 10.3 19.4 52.2 28.5 25.9 16.6
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 5.1 10.1 19.0 51.1 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.69 5.1 10.1 18.8 50.8 27.3 24.8 15.5
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
9.75 6.0 11.1 21.6 43.2 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
106.78 6.0 11.0 21.3 42.6 -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
2.13 6.9 12.8 -- -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.19 8.5 18.4 49.0 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
35.26 9.7 19.2 50.5 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.33 9.8 19.7 51.8 -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
87.50 8.8 18.3 49.0 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
54.20 6.9 12.7 -- -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
45.71 8.3 17.9 47.7 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.04 8.8 18.7 50.0 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
161.93 3.4 10.0 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.82 3.3 10.0 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
197.09 5.4 13.3 27.1 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
40.83 10.7 13.5 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
1.46 10.9 14.1 -- -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
34.69 7.5 14.9 37.6 -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
81.44 7.3 14.5 36.8 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
261.17 5.1 10.4 23.8 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
21.00 5.1 10.6 24.2 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.29 5.5 13.6 27.4 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.17 8.9 18.8 50.3 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
57.01 8.7 18.2 48.6 -- -- -- --
CATEGORY AVERAGE 6.8 13.0 29.7 64.0 13.8 12.6 6.9

Note : Returns have been calculated based on NAV's as on Nov 27, 2014 & Index values as on Nov 28, 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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