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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 23, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Mid & Small Cap Fund (G) Rank 3
2,287.94 1.4 13.9 2.9 32.9 10.9 31.0 23.1
L&T Emerging Businesses Fund-DP (G) Not Ranked
20.16 2.3 19.0 12.2 46.4 19.9 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
346.11 2.2 18.9 11.8 45.3 19.1 -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
44.73 4.2 20.7 7.5 42.2 20.4 34.2 --
Sahara Midcap Fund - Direct (G) Not Ranked
4.99 2.6 15.8 14.0 42.1 19.1 28.7 --
Mirae Emerging Bluechip -Direct (G) Rank 1
363.23 2.3 19.2 10.1 41.1 19.8 37.3 --
Sponsored Advt.
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,313.76 2.0 16.1 5.9 37.0 15.5 31.9 23.0
Birla SL Small and Midcap Fund (G) Not Ranked
328.83 4.1 20.4 7.0 41.0 19.4 33.0 23.9
Mirae Emerging Bluechip Fund (G) Rank 1
2,543.65 2.2 19.0 9.7 40.0 18.8 36.0 29.2
Sahara Midcap Fund (G) Not Ranked
3.69 2.5 15.2 12.9 39.5 17.3 27.4 20.2
L&T Midcap Fund -Direct (G) Rank 1
27.17 2.5 17.0 10.7 39.4 16.4 35.3 --
Kotak Emerging Equity - Direct (G) Rank 2
64.85 3.1 17.8 7.9 38.7 17.0 37.7 --
Reliance Small Cap - Direct (G) Rank 2
294.77 3.2 16.6 10.8 38.5 19.9 38.8 --
L&T Midcap Fund (G) Rank 1
487.72 2.4 16.7 10.3 38.3 15.4 34.2 25.3
DSP-BR Micro Cap Fund - Direct (G) Rank 1
523.28 2.5 14.0 7.1 38.3 21.3 43.0 --
DSP-BR Small & Mid Cap -Direct (G) Rank 3
144.33 2.1 16.3 6.4 38.1 16.3 32.9 --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.11 2.2 21.3 2.3 37.9 -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.85 2.0 14.6 3.3 37.8 16.2 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 1
3,591.84 2.4 13.9 6.7 37.4 20.5 42.0 30.2
Reliance Small Cap Fund (G) Rank 2
2,314.84 3.1 16.3 10.2 37.0 18.7 37.5 29.7
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,313.76 2.0 16.1 5.9 37.0 15.5 31.9 23.0
Can Robeco Emer-Equities-Direct (G) Rank 3
156.28 4.4 20.0 7.8 36.9 16.0 37.9 --
Kotak Emerging Equity - Regular (G) Rank 2
1,126.24 3.0 17.4 7.1 36.7 15.2 35.9 24.7
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
57.02 2.0 14.5 2.8 36.6 15.1 -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.79 0.8 15.6 4.6 36.1 -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.84 0.7 15.6 4.5 36.0 -- -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.35 0.7 15.5 4.3 35.9 12.4 -- --
HDFC MidCap Opport.- Direct (G) Rank 2
1,377.61 2.3 16.3 6.3 35.8 15.7 31.5 --
Sundaram Small Cap - Series IV-RP-G Not Ranked
46.92 0.7 15.5 4.5 35.7 -- -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
13.70 2.7 19.2 6.1 35.6 16.5 -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.33 2.8 19.2 6.1 35.5 17.3 -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
44.40 0.7 15.5 4.4 35.5 -- -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
231.43 2.1 20.8 1.4 35.4 -- -- --
Sundaram Small Cap - Series II-RP-G Not Ranked
70.69 0.7 15.4 4.1 35.4 11.8 -- --
Can Robeco Emerg-Equities (G) Rank 3
1,167.21 4.3 19.7 7.1 35.3 14.8 36.6 27.1
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.49 2.7 19.2 6.0 35.3 16.9 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
258.46 2.7 19.1 5.9 35.1 15.9 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
178.45 2.7 19.1 5.9 35.0 16.7 -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
142.48 2.7 19.1 5.8 34.9 16.3 -- --
Birla SL Pure Value - Direct (G) Rank 3
112.15 1.0 17.6 5.2 34.7 17.1 35.5 --
HDFC MidCap Opportunities (G) Rank 2
11,638.66 2.3 16.0 5.8 34.6 14.6 30.3 24.3
Reliance Mid & Small Cap - Direct (G) Rank 3
131.69 1.5 14.1 3.4 34.2 11.8 32.2 --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
155.32 1.3 15.1 1.7 34.1 16.0 -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
9.22 1.2 14.7 1.8 33.8 15.4 -- --
Sahara Star Value Fund (G) Not Ranked
0.60 4.4 16.6 9.5 33.7 16.5 23.7 15.1
Sahara Star Value Fund -Direct (G) Not Ranked
0.09 4.4 16.6 9.6 33.6 16.0 26.4 --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
118.75 1.2 15.0 1.6 33.5 15.4 -- --
Kotak Mid-Cap Fund - Direct (G) Rank 3
10.85 2.3 17.8 6.1 33.4 16.4 33.1 --
Sundaram Select Midcap -IP (D) Rank 2
0.20 0.5 14.7 4.7 33.4 15.4 33.5 24.9
Birla SL Pure Value Fund (G) Rank 3
545.75 0.9 17.3 4.7 33.4 16.0 34.3 25.6
Sundaram Select Midcap -Direct (G) Rank 2
306.41 0.5 14.7 4.7 33.4 15.4 33.6 --
Franklin (I) Smaller Co -Direct (G) Rank 2
704.68 2.3 14.9 4.9 33.3 15.5 35.3 --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
140.88 1.2 14.6 1.7 33.2 14.9 -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.51 2.2 17.6 4.2 33.1 10.3 28.0 --
IDFC Sterling Equity - Direct (G) Rank 5
87.44 3.3 20.1 8.4 33.1 8.4 25.4 --
Sundaram SMILE Fund -Direct (G) Rank 4
50.13 3.3 17.8 5.4 33.1 10.9 38.3 --
HSBC Midcap Equity - Direct (G) Not Ranked
65.32 1.5 21.0 5.9 33.0 14.6 31.8 --
Sundaram SMILE Fund - IP (G) Rank 4
0.02 3.3 17.8 5.4 33.0 10.9 38.2 25.1
Sundaram Select Midcap -RP (G) Rank 2
3,912.95 0.4 14.6 4.5 33.0 15.0 32.8 24.5
Reliance Mid & Small Cap Fund (G) Rank 3
2,287.94 1.4 13.9 2.9 32.9 10.9 31.0 23.1
Motilal MOSt Shares Midcap 100 ETF Not Ranked
25.51 3.3 19.8 7.1 32.7 14.3 27.5 17.6
Sundaram SMILE Fund (G) Rank 4
1,035.62 3.2 17.7 5.3 32.6 10.5 37.6 24.5
Taurus Discovery Fund (G) Not Ranked
39.32 2.2 17.5 4.0 32.4 9.6 27.2 22.1
Birla SL Midcap Fund -Direct (G) Rank 3
58.74 2.3 16.7 4.2 32.2 14.1 30.9 --
HSBC Midcap Equity Fund (G) Not Ranked
317.83 1.4 20.7 5.5 32.1 13.8 30.9 21.3
IDFC Sterling Equity Fund - RP (G) Rank 5
1,144.50 3.2 19.8 7.9 32.0 7.5 24.4 18.7
Franklin (I) Smaller Cos (G) Rank 2
3,324.75 2.2 14.5 4.2 31.7 13.9 33.6 29.7
Franklin (I) Prima - Direct (G) Rank 3
470.26 2.1 17.1 6.6 31.7 13.4 32.2 --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.40 3.3 16.8 5.1 31.7 13.8 -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.41 1.7 16.8 5.6 31.6 -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
62.47 1.7 16.7 5.4 31.5 -- -- --
ICICI Pru MidCap Fund - Inst. I Rank 3
0.39 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
106.01 1.7 16.8 5.4 31.5 -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
3.36 1.8 16.9 5.6 31.5 -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
210.02 3.3 16.7 5.0 31.3 13.3 -- --
Kotak Mid-Cap Fund - Regular(G) Rank 3
466.56 2.2 17.4 5.3 31.2 14.6 31.3 22.4
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.59 1.7 16.7 5.5 31.1 -- -- --
Birla Sun Life Midcap Fund (G) Rank 3
1,725.20 2.2 16.4 3.7 31.0 13.1 29.8 21.0
SBI Small & Midcap Fund -Direct (G) Not Ranked
148.98 2.8 16.4 9.2 30.9 20.7 41.3 --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
40.34 1.7 16.6 5.3 30.9 -- -- --
Franklin India Prima Fund (G) Rank 3
4,116.72 2.0 16.8 6.0 30.4 12.1 30.7 25.7
ICICI Pru MidCap Fund - Direct (G) Rank 3
81.49 1.9 16.2 8.7 30.2 11.6 31.7 --
SBI Small & Midcap Fund (G) Not Ranked
630.88 2.7 16.1 8.6 29.3 19.1 39.5 --
ICICI Pru MidCap Fund (G) Rank 3
1,034.57 1.9 16.0 8.2 29.0 10.6 30.5 22.8
Invesco India Mid Cap-Direct (G) Not Ranked
5.43 2.3 16.2 6.3 28.8 9.7 29.8 --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
3.23 1.1 14.3 1.9 28.8 13.0 -- --
Invesco India Mid N Small-DP (G) Not Ranked
29.18 2.4 16.7 6.1 28.7 9.3 28.6 --
Motilal Focused Midcap 30 - DP (G) Not Ranked
543.40 4.2 15.4 3.3 28.3 12.1 33.6 --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
267.35 1.2 14.2 1.7 28.3 12.6 -- --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
6.12 4.0 17.1 2.7 27.8 -- -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
43.05 3.9 17.1 2.5 27.5 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
712.87 4.1 15.1 2.7 26.8 10.7 32.0 --
Invesco India Mid Cap (G) Not Ranked
137.02 2.3 15.8 5.4 26.6 7.7 27.6 22.9
Invesco India Mid N SmallCap (G) Not Ranked
412.14 2.2 16.2 5.2 26.5 7.5 26.5 23.4
BNP Paribas Mid Cap Fund -Dir (G) Rank 4
86.66 3.9 17.3 3.4 26.5 13.2 30.7 --
SBI Magnum Midcap Fund - Direct (G) Rank 3
357.01 1.4 12.9 1.9 26.1 14.1 29.9 --
Axis Small Cap Fund - Direct (G) Not Ranked
6.97 1.4 12.2 5.2 25.8 12.0 31.0 --
Templeton (I) Equity Income - Dir (G) Not Ranked
25.78 0.7 12.7 4.3 25.7 10.6 18.9 --
Tata Mid Cap Growth - Direct (G) Rank 4
21.30 2.0 17.4 4.9 25.5 7.8 30.4 --
UTI Mid Cap - Direct (G) Rank 3
242.95 2.5 14.3 1.1 25.2 10.5 30.7 --
Edelweiss M&S CP-DP (G) Rank 3
13.42 2.7 14.4 3.3 25.2 8.8 31.6 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 3.9 13.7 5.6 25.1 9.5 20.3 --
Templeton (I) Equity Income (G) Not Ranked
890.40 0.6 12.5 4.0 24.9 9.9 18.2 15.2
Tata Mid Cap Growth Fund (G) Rank 4
523.10 2.0 17.2 4.6 24.8 7.1 29.4 22.6
SBI Magnum Midcap Fund (G) Rank 3
2,533.83 1.3 12.6 1.3 24.7 12.8 28.6 27.2
BNP Paribas Mid Cap Fund (G) Rank 4
601.53 3.8 16.9 2.7 24.7 11.7 29.0 24.4
Edelweiss M&S CP (G) Rank 3
458.92 2.6 14.2 3.0 24.5 8.0 30.3 24.6
Sahara Wealth Plus - VPO (G) Not Ranked
8.35 3.9 13.6 5.3 24.5 8.9 19.8 18.4
Axis Small Cap Fund (G) Not Ranked
343.53 1.3 11.8 4.6 24.4 10.8 29.5 --
UTI Mid Cap (G) Rank 3
3,291.06 2.4 14.0 0.6 24.1 9.5 29.6 25.4
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 3.7 13.0 4.3 22.2 7.0 18.1 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.44 3.7 12.9 4.2 21.8 6.7 17.8 16.8
Union KBC Small & Mid Cap -DP (G) Not Ranked
7.59 3.6 14.0 0.7 21.2 6.2 -- --
Axis Mid Cap Fund - Direct (G) Rank 5
60.41 3.1 14.8 1.9 20.8 5.5 24.9 --
IDFC Premier Equity - B (G) Rank 5
15.76 5.1 8.6 1.4 20.4 4.5 23.5 18.4
Union KBC Small & Mid Cap -RP (G) Not Ranked
174.33 3.6 13.8 0.2 19.9 5.1 -- --
Axis Mid Cap Fund (G) Rank 5
1,130.44 3.0 14.5 1.3 19.4 4.3 23.3 21.0
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.61 1.5 10.5 0.2 18.8 7.3 36.3 --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.22 1.5 10.8 0.3 18.8 7.4 37.2 --
IDFC Premier Equity - Direct (G) Rank 5
516.10 2.8 15.6 3.3 18.8 5.0 22.0 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.53 1.6 10.7 0.2 18.7 7.3 36.8 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.50 1.5 10.6 0.3 18.7 7.5 37.0 --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
101.27 1.5 10.7 0.2 18.4 6.8 36.0 --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.34 1.5 10.4 0.1 18.3 6.8 35.1 --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.49 1.5 10.6 0.1 18.3 6.8 35.6 --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.43 1.5 10.5 0.1 18.3 6.9 35.8 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.65 3.1 13.6 0.9 18.3 5.5 -- --
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 2.8 15.3 2.9 17.9 4.3 21.1 19.5
Can Robeco India Opport. - RP-(G) Not Ranked
105.29 3.1 13.5 0.8 17.9 5.1 -- --
SBI Emerging Businesses -Direct (G) Rank 4
148.19 -0.1 10.2 -3.0 16.5 7.8 22.5 --
SBI Emerging Busi (G) Rank 4
1,624.82 -0.2 10.0 -3.4 15.5 6.8 21.5 18.7
SBI Magnum Global Fund - Direct (G) Rank 4
218.40 1.7 9.1 -3.3 13.7 3.8 22.7 --
SBI Magnum Global Fund (G) Rank 4
2,718.18 1.6 8.9 -3.7 12.6 2.8 21.6 19.7
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.05 -11.2 -1.3 17.2 11.3 11.7 25.4 --
Birla SL MNC Fund -Direct (G) Rank 4
316.53 2.8 9.6 -1.2 11.0 4.0 29.3 --
Edelweiss Emerging Leaders (G) Not Ranked
42.45 -11.3 -1.5 16.8 10.5 10.9 24.7 20.0
Birla Sun Life MNC Fund (G) Rank 4
2,909.83 2.7 9.3 -1.7 9.7 2.8 27.9 22.0
Birla SL Buy India -Direct (G) Not Ranked
1.62 -6.5 -0.2 -8.3 1.7 36.5 24.8 --
Birla Sun Life Buy India (G) Not Ranked
21.36 -6.5 -0.4 -8.6 1.0 35.7 24.0 18.4
DSP-BR Micro Cap Fund - IP (G) Rank 1
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
0.00 0.7 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
0.00 0.6 -- -- -- -- -- --
IDBI Midcap Fund - DP (G) Not Ranked
0.00 2.8 -- -- -- -- -- --
IDBI Midcap Fund - RP (G) Not Ranked
0.00 2.6 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-DP-G Not Ranked
0.00 0.8 -- -- -- -- -- --
DSP-BR Small & MidCap - IP (G) Rank 3
0.27 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-RP-G Not Ranked
0.00 0.7 -- -- -- -- -- --
CATEGORY AVERAGE 1.9 13.7 4.0 26.3 10.0 19.6 12.8

Note : Returns have been calculated based on NAV's as on Mar 23, 2017 & Index values as on Mar 23, 2017

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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