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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 Oct 29, 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
Reliance Small Cap - Direct (G) Not Ranked
66.73 1.5 19.0 62.7 121.2 -- -- --
Reliance Small Cap Fund (G) Rank 1
864.91 1.4 18.8 62.0 119.4 45.6 34.8 --
Sundaram SMILE Fund -Direct (G) Not Ranked
11.62 3.7 20.1 60.9 111.4 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 3.7 20.1 60.9 110.7 38.0 28.3 --
Sundaram SMILE Fund (G) Rank 3
489.08 3.6 19.8 60.2 109.6 37.4 27.5 15.8
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
37.36 3.1 16.1 56.3 109.4 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,158.70 3.0 15.9 55.8 108.0 39.7 29.9 26.8
UTI Mid Cap - Direct (G) Not Ranked
45.29 2.0 18.5 53.5 104.4 -- -- --
HSBC Midcap Equity - Direct (G) Not Ranked
41.21 0.2 9.4 41.9 104.1 -- -- --
UTI Mid Cap (G) Rank 1
1,315.91 1.9 18.3 52.9 103.0 45.1 31.3 23.3
HSBC Midcap Equity Fund (G) Rank 3
174.75 0.2 9.2 41.4 102.7 31.5 23.3 11.7
Can Robeco Emer-Equities-Direct (G) Not Ranked
6.50 1.4 13.8 56.4 101.3 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.75 -0.9 5.4 47.2 100.1 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
31.73 2.5 6.2 41.8 99.8 -- -- --
Can Robeco Emerg-Equities (G) Rank 1
95.40 1.4 13.5 55.6 99.6 40.6 32.0 25.8
ICICI Pru MidCap Fund - Direct (G) Not Ranked
36.48 1.0 9.2 45.2 98.6 -- -- --
Birla SL Pure Value Fund (G) Rank 3
229.67 2.4 5.9 41.3 98.4 42.8 28.5 21.3
ICICI Pru MidCap Fund (G) Rank 3
674.40 0.9 9.0 44.6 97.0 38.0 28.2 18.4
Reliance Long Term Eqty -Direct (G) Not Ranked
22.89 2.5 13.2 47.5 92.9 -- -- --
Reliance Long Term Equity (G) Rank 3
1,492.24 2.4 12.9 46.8 91.4 35.1 27.5 19.6
Franklin (I) Smaller Co -Direct (G) Not Ranked
84.68 2.0 13.0 47.5 91.2 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
987.80 1.9 12.6 46.7 89.7 46.2 36.1 23.8
Mirae Emerging Bluechip -Direct (G) Not Ranked
24.01 1.7 16.1 45.3 89.6 -- -- --
Kotak Emerging Equity -Direct (G) Not Ranked
0.99 2.5 15.4 49.3 88.8 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 2
425.33 1.7 15.8 44.5 87.6 40.7 32.2 --
Kotak Emerging Equity (G) Rank 3
118.80 2.5 15.2 48.7 87.3 31.9 26.4 18.3
Sahara Star Value Fund (G) Not Ranked
1.83 -0.9 5.3 36.7 85.4 24.8 17.3 12.7
L&T Midcap Fund -Direct (G) Not Ranked
3.75 1.5 13.2 46.7 85.2 -- -- --
L&T Midcap Fund (G) Rank 2
212.40 1.4 13.0 46.1 83.8 37.1 28.3 18.4
SBI Midcap Fund - Direct (G) Not Ranked
56.85 1.6 13.3 40.7 82.6 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
521.46 1.6 13.0 40.2 81.4 40.8 31.0 20.7
Axis Mid Cap Fund - Direct (G) Not Ranked
22.54 1.3 11.5 43.8 81.4 -- -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 1.6 9.5 42.5 80.3 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
4.49 1.9 11.1 45.0 79.6 -- -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 1.4 11.9 37.9 79.6 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
3.98 1.3 12.2 46.5 79.6 -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
60.94 0.9 12.1 41.0 79.2 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 1.6 9.3 42.0 79.0 38.4 31.1 23.1
Sundaram Select Midcap -IP (D) Not Ranked
1.07 0.9 12.1 40.9 78.8 32.9 25.8 --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 1.4 11.7 37.4 78.5 36.6 28.1 24.3
Axis Mid Cap Fund (G) Rank 3
575.18 1.2 11.1 42.8 78.5 36.0 30.5 --
Principal Emer-Bluechip -Direct (G) Not Ranked
4.96 2.7 14.1 41.7 78.4 -- -- --
Tata Mid Cap Growth Fund (G) Rank 2
277.94 1.3 12.0 45.9 78.2 35.9 27.4 18.6
Sundaram Select Midcap -RP (G) Rank 4
2,257.85 0.8 11.9 40.4 77.8 32.7 25.5 19.3
JPMorgan (I) Smaller Co. (G) Rank 3
199.08 1.7 10.7 44.2 77.7 37.9 28.6 21.5
Principal Emerging Bluechip(G) Rank 2
348.92 2.6 13.9 41.3 77.4 37.5 31.1 18.6
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.14 0.2 11.0 41.5 77.0 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
72.87 -- 10.6 40.5 74.8 34.6 26.8 22.8
Sahara Midcap Fund (G) Not Ranked
4.44 -1.5 11.3 38.9 74.1 32.0 22.3 17.0
Sahara Midcap Fund - Direct (G) Not Ranked
6.06 -1.5 11.3 38.9 74.1 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
85.21 2.3 12.2 40.7 74.0 -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
34.87 1.5 10.1 41.5 73.8 -- -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
3.65 1.9 12.8 42.7 73.2 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,368.84 1.4 9.9 41.0 72.7 29.9 22.3 19.5
Religare Invesco Mid N Small-DP (G) Not Ranked
12.17 0.5 11.0 39.5 72.7 -- -- --
Franklin India Prima Fund (G) Rank 3
2,024.54 2.2 11.7 39.8 72.3 37.8 29.7 20.8
Kotak Mid-Cap Fund (G) Rank 4
289.63 1.8 12.6 42.1 71.9 28.3 23.5 18.5
SBI Magnum Global Fund - Direct (G) Not Ranked
37.23 0.9 13.8 38.7 71.1 -- -- --
Religare Invesco Mid N SmallCap (G) Rank 3
219.17 0.4 10.7 38.6 70.8 36.4 28.4 25.2
SBI Magnum Global Fund (G) Rank 3
1,273.97 0.9 13.7 38.3 70.0 34.8 26.5 21.7
Birla SL Midcap Fund -Direct (G) Not Ranked
19.41 3.1 10.2 37.9 68.4 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.16 1.9 12.7 42.9 68.3 -- -- --
Taurus Discovery Fund (G) Not Ranked
27.85 1.9 12.6 42.6 67.6 29.6 25.1 15.5
Birla Sun Life Midcap Fund (G) Rank 5
1,278.99 3.0 9.9 37.2 67.0 28.1 21.2 14.3
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
2.53 1.7 11.4 44.2 65.6 -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
1.99 0.5 9.3 34.3 65.3 -- -- --
BNP Paribas Mid Cap Fund (G) Rank 2
177.80 1.6 11.1 43.5 64.1 35.9 30.0 23.8
Birla SL Small and Midcap Fund (G) Rank 4
124.34 0.5 9.0 33.6 63.8 30.4 21.2 16.9
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
398.22 0.6 9.8 34.9 62.4 -- -- --
IDFC Premier Equity - B (G) Not Ranked
52.00 0.5 9.6 34.3 61.4 31.7 23.5 21.9
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 0.5 9.6 34.3 61.3 31.6 23.4 21.8
Birla SL MNC Fund -Direct (G) Not Ranked
18.30 -0.6 10.3 39.7 59.8 -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
94.69 0.1 8.1 35.1 58.9 -- -- --
Birla SL Buy India -Direct (G) Not Ranked
0.98 0.5 11.4 37.0 58.8 -- -- --
Birla Sun Life MNC Fund (G) Rank 4
658.41 -0.7 10.1 39.2 58.7 30.0 26.0 22.9
Birla Sun Life Buy India (G) Not Ranked
43.00 0.4 11.2 36.6 57.9 31.3 23.6 18.6
SBI Emerging Busi (G) Rank 5
1,415.80 -- 7.9 34.7 57.9 24.0 22.6 23.6
Motilal MOSt Shares Midcap 100 ETF Not Ranked
243.02 1.4 7.3 32.5 56.8 23.9 17.9 --
IDFC Sterling Equity - Direct (G) Not Ranked
70.46 -1.0 9.8 35.6 53.3 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,549.83 -1.1 9.5 34.9 51.8 25.6 21.6 18.4
Edelweiss Select Midcap -Direct (G) Not Ranked
0.29 0.3 6.9 28.2 50.1 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
15.56 0.3 6.8 27.9 49.6 28.6 20.8 --
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.16 1.2 6.2 30.3 49.3 -- -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Sundaram Equity Multiplier (G) Rank 4
120.24 1.1 6.0 29.8 48.2 21.3 16.0 10.5
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.23 -1.0 9.6 28.0 48.0 -- -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.56 -1.0 9.5 27.8 47.6 27.8 21.2 16.3
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 -1.1 9.3 27.4 46.6 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.69 -1.1 9.2 27.2 46.2 26.6 20.0 15.3
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sundaram Rural India -Direct (G) Not Ranked
0.15 0.2 7.9 28.4 45.3 -- -- --
Sundaram Rural India Fund (G) Rank 4
124.35 0.2 7.7 28.0 44.3 22.1 15.9 13.7
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.19 1.4 18.2 69.6 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.04 0.9 18.1 70.3 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
45.71 1.2 17.7 68.1 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
57.01 0.7 17.6 68.8 -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
2.13 1.5 7.0 -- -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
5.00 1.3 12.4 48.3 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
35.26 0.6 17.2 68.4 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
54.20 1.5 6.9 -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
256.01 1.3 12.1 47.5 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.33 0.7 17.7 69.9 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.17 0.9 18.1 70.3 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
261.17 0.7 8.6 -- -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
81.44 0.4 11.3 43.6 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
34.69 0.6 11.6 44.4 -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
106.78 1.1 9.5 27.4 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.82 1.5 8.1 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
161.93 1.5 8.0 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.29 2.2 12.0 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
197.09 2.1 11.9 -- -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
9.75 1.2 9.6 27.7 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
40.83 4.2 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
1.46 4.3 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
87.50 0.8 17.6 68.9 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
21.00 0.8 8.8 -- -- -- -- --
CATEGORY AVERAGE 1.2 11.2 38.5 58.9 13.4 10.3 6.6

Note : Returns have been calculated based on NAV's as on Oct 29, 2014 & Index values as on Oct 30, 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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