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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 Mar 29, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.90 -3.9 7.3 21.0 114.4 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.28 -3.9 7.0 20.5 113.2 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.51 -3.9 7.2 21.3 112.7 -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.55 -3.6 7.3 22.1 112.2 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
95.01 -4.0 6.8 20.0 110.8 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
62.50 -4.0 6.6 19.5 109.5 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
49.97 -4.0 6.7 20.3 109.2 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
38.39 -3.7 6.9 21.1 108.6 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
21.04 -4.2 3.4 19.4 101.4 57.1 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -4.2 3.4 19.4 101.4 57.2 36.0 17.9
Sundaram SMILE Fund (G) Rank 3
654.02 -4.2 3.3 19.1 100.0 56.2 35.2 17.2
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
61.06 -1.2 5.3 20.7 93.0 61.0 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,562.61 -1.3 5.2 20.3 91.7 60.0 37.4 23.0
Birla SL MNC Fund -Direct (G) Not Ranked
24.93 -1.0 14.5 34.6 88.6 54.4 -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
22.45 -6.5 1.5 19.0 88.2 -- -- --
Birla Sun Life MNC Fund (G) Rank 3
827.56 -1.0 14.2 33.9 86.9 53.3 36.2 26.6
SBI Small & Midcap Fund (G) Not Ranked
121.80 -6.6 1.2 18.2 86.1 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
110.96 -1.6 12.5 27.7 83.7 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
21.35 -5.7 3.3 16.2 82.8 53.2 -- --
Kotak Emerging Equity - Direct (G) Not Ranked
1.89 -3.8 4.3 19.3 81.9 45.9 -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
5.57 -3.6 8.0 24.5 81.4 52.6 -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
113.67 -1.7 12.1 26.8 81.4 -- -- --
Can Robeco Emerg-Equities (G) Rank 1
147.93 -5.7 3.2 15.8 81.3 51.8 35.4 23.7
Tata Mid Cap Growth - Direct (G) Not Ranked
6.42 -3.7 8.5 21.7 81.3 53.1 -- --
Kotak Emerging Equity - Regular (G) Rank 2
272.26 -3.9 4.0 18.7 80.3 44.8 31.4 18.1
Tata Mid Cap Growth Fund (G) Rank 3
325.69 -3.8 8.2 21.2 79.8 51.9 33.8 20.3
JPMorgan (I) Smaller Co. (G) Rank 2
269.21 -3.7 7.5 23.4 78.9 50.8 36.7 22.7
Reliance Small Cap - Direct (G) Not Ranked
107.13 -6.3 -1.2 7.5 77.4 59.3 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
131.47 -3.2 4.9 17.5 76.3 55.8 -- --
Reliance Small Cap Fund (G) Rank 2
1,174.86 -6.3 -1.4 7.0 75.9 58.1 37.7 --
Reliance Mid & Small Cap - Direct (G) Not Ranked
47.59 -5.0 2.1 13.0 75.1 49.1 -- --
UTI Mid Cap - Direct (G) Not Ranked
70.56 -3.1 3.2 13.9 74.7 57.6 -- --
Franklin (I) Smaller Cos (G) Rank 2
1,375.08 -3.3 4.6 16.6 74.2 54.5 41.2 23.3
Reliance Mid & Small Cap Fund (G) Rank 4
1,905.73 -5.1 1.9 12.6 73.7 48.0 32.4 18.9
UTI Mid Cap (G) Rank 2
1,885.59 -3.2 3.1 13.4 73.4 56.7 37.4 21.9
L&T Midcap Fund -Direct (G) Not Ranked
5.36 -3.9 4.3 16.4 73.0 50.5 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
53.35 -6.3 1.8 13.0 72.5 50.3 -- --
L&T Midcap Fund (G) Rank 1
258.94 -4.0 4.1 15.9 71.5 49.4 32.6 17.8
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.90 -5.0 6.3 18.1 71.4 48.9 -- --
ICICI Pru MidCap Fund (G) Rank 3
948.48 -6.4 1.6 12.4 71.0 49.1 31.7 16.4
Mirae Emerging Bluechip -Direct (G) Not Ranked
32.24 -3.9 4.8 16.8 70.1 52.2 -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
7.65 -3.7 5.7 19.8 70.0 48.0 -- --
Franklin (I) Prima - Direct (G) Not Ranked
111.24 -4.0 5.5 20.2 69.3 47.7 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
5.56 -3.5 2.0 12.1 69.0 -- -- --
Principal Emerging Bluechip(G) Rank 1
408.05 -3.8 5.5 19.3 68.9 47.1 36.5 18.1
Religare Invesco Mid Cap (G) Not Ranked
87.67 -5.1 5.8 16.9 68.7 47.1 34.0 22.2
Birla SL Buy India -Direct (G) Not Ranked
1.24 -2.3 8.2 22.7 68.4 43.6 -- --
Mirae Emerging Bluechip Fund (G) Rank 3
547.37 -4.0 4.6 16.2 68.4 50.6 36.6 --
Religare Invesco Mid N Small-DP (G) Not Ranked
17.04 -5.2 6.6 18.3 67.9 49.6 -- --
Sundaram Select Midcap -Direct (G) Not Ranked
70.30 -5.5 3.2 14.9 67.7 44.7 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.43 -5.5 3.1 14.9 67.6 44.2 31.4 19.8
Birla Sun Life Buy India (G) Not Ranked
46.95 -2.3 8.1 22.5 67.5 42.9 33.6 20.1
Franklin India Prima Fund (G) Rank 3
2,579.75 -4.1 5.2 19.3 67.2 46.2 35.3 20.6
Birla SL Pure Value - Direct (G) Not Ranked
41.74 -6.5 -2.9 10.2 67.1 48.1 -- --
Axis Small Cap Fund - Regular (G) Not Ranked
283.86 -3.6 1.7 11.5 67.1 -- -- --
Sundaram Select Midcap -RP (G) Rank 4
2,473.95 -5.5 3.0 14.5 66.4 43.8 31.0 19.0
Birla SL Midcap Fund -Direct (G) Not Ranked
20.71 -4.4 4.6 19.6 66.2 39.7 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
433.27 -4.1 6.7 14.3 66.1 46.3 -- --
Birla SL Pure Value Fund (G) Rank 3
299.43 -6.5 -3.1 9.7 65.7 47.1 32.3 19.6
Axis Mid Cap Fund - Direct (G) Not Ranked
41.33 -4.0 0.9 12.9 65.6 43.7 -- --
Religare Invesco Mid N SmallCap (G) Rank 3
291.89 -5.3 6.2 17.2 65.5 47.9 35.0 23.5
SBI Magnum Global Fund - Direct (G) Not Ranked
71.61 -1.9 7.6 18.8 65.1 44.5 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
45.36 -6.0 1.6 10.7 65.1 47.5 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
4.44 -5.1 2.0 14.9 65.0 39.9 -- --
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 -4.2 6.4 13.8 64.7 45.2 33.7 21.5
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
3.29 -3.8 5.4 13.7 64.7 45.0 -- --
Birla Sun Life Midcap Fund (G) Rank 5
1,380.47 -4.4 4.4 19.1 64.6 38.7 26.8 14.3
SBI Magnum Global Fund (G) Rank 3
1,506.67 -2.0 7.4 18.4 64.1 43.6 32.5 21.5
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
HSBC Midcap Equity Fund (G) Rank 3
230.12 -6.1 1.4 10.3 64.0 46.4 26.8 10.9
Taurus Discovery Fund -Direct (G) Not Ranked
0.19 -4.3 6.7 14.8 63.7 38.4 -- --
Kotak Mid-Cap Fund - Regular(G) Rank 4
323.33 -5.2 1.7 14.4 63.5 38.8 27.8 17.6
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
42.33 -6.6 1.5 14.3 63.3 43.0 -- --
Taurus Discovery Fund (G) Not Ranked
29.45 -4.3 6.6 14.6 63.1 37.9 31.4 15.4
BNP Paribas Mid Cap Fund (G) Rank 2
232.20 -3.9 5.1 13.0 63.0 43.7 33.3 22.4
Axis Mid Cap Fund (G) Rank 3
781.14 -4.0 0.6 12.2 62.9 41.9 33.5 --
HDFC MidCap Opport.- Direct (G) Not Ranked
550.48 -3.7 2.2 14.5 62.8 45.8 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,579.25 -6.6 1.3 14.0 62.2 42.1 28.4 18.1
SBI Midcap Fund - Direct (G) Not Ranked
71.36 -1.9 5.7 16.8 62.1 51.3 -- --
HDFC MidCap Opportunities (G) Rank 4
7,671.50 -3.8 1.9 14.0 61.6 44.8 31.3 22.6
SBI Magnum Midcap Fund (G) Rank 3
669.63 -2.0 5.5 16.4 60.9 50.3 37.8 20.8
Birla SL Small & Midcap -Direct (G) Not Ranked
3.88 -5.6 2.7 14.5 59.5 41.5 -- --
Birla SL Small and Midcap Fund (G) Rank 3
165.52 -5.7 2.5 14.0 58.0 40.3 27.0 15.5
IDFC Sterling Equity - Direct (G) Not Ranked
92.63 -5.1 1.2 11.8 58.0 35.8 -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
IDFC Sterling Equity Fund - G Rank 4
1,645.82 -5.1 1.1 11.5 56.6 34.6 26.6 17.2
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
502.78 -1.3 8.6 18.2 56.2 42.0 -- --
IDFC Premier Equity - B (G) Not Ranked
45.37 -1.3 8.5 17.8 55.1 41.1 31.1 21.4
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 -1.3 8.4 17.7 54.9 41.0 31.0 21.4
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.49 -3.1 6.1 16.6 53.5 39.3 -- --
Edelweiss Select Midcap Fund (G) Not Ranked
19.54 -3.2 6.0 16.5 52.9 38.8 26.6 --
SBI Emerging Businesses -Direct (G) Not Ranked
105.77 -3.8 1.3 10.6 52.8 29.9 -- --
SBI Emerging Busi (G) Rank 5
1,486.71 -3.8 1.1 10.2 51.8 29.0 27.0 20.9
Motilal MOSt Shares Midcap 100 ETF Not Ranked
147.12 -4.3 2.7 11.6 50.0 32.4 20.3 --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.21 -5.1 6.4 13.7 45.1 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
127.98 -5.1 6.3 13.4 44.4 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
6.14 -7.2 -3.0 -3.1 42.8 37.5 -- --
Sahara Midcap Fund (G) Not Ranked
4.56 -7.2 -3.0 -3.2 42.6 37.4 22.0 13.6
Sahara Star Value Fund -Direct (G) Not Ranked
0.56 -9.1 -8.1 -9.9 41.3 34.8 -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.26 -6.0 2.8 7.2 40.5 34.8 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.96 -6.0 2.8 7.1 40.1 34.4 25.4 16.4
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 -6.0 2.6 6.7 39.1 33.5 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.73 -6.1 2.5 6.6 38.8 33.1 24.2 15.3
Sahara Star Value Fund (G) Not Ranked
1.83 -9.1 -8.1 -9.7 31.4 29.7 13.9 8.1
L&T Emerging Businesses Fund-RP (G) Not Ranked
284.98 -4.7 2.9 11.0 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
23.11 -4.6 3.1 11.4 -- -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
3.04 -4.9 0.2 10.7 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
63.98 -4.9 0.1 10.5 -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
6.54 -7.5 -2.9 9.3 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
218.22 -6.9 1.6 12.1 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.54 -6.9 1.7 12.4 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
175.30 -5.3 1.7 10.6 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.97 -5.3 1.9 10.8 -- -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
0.65 -7.6 -2.5 9.5 -- -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
119.41 -7.0 -1.8 10.0 -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
4.88 -4.6 8.9 28.0 -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
52.61 -7.6 -3.0 9.1 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
0.00 -5.0 -2.0 -- -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.00 -5.0 -1.8 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
135.79 -4.8 8.4 26.7 -- -- -- --
CATEGORY AVERAGE -4.3 3.5 14.2 57.8 31.9 21.8 11.8

Note : Returns have been calculated based on NAV's as on Mar 29, 2015 & Index values as on Mar 30, 2015

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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