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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 Apr 24, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
4.73 1.5 -0.1 23.0 105.6 -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
12.31 2.0 -0.1 22.1 104.7 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
4.81 2.0 -0.2 21.7 104.0 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
6.84 2.0 -- 22.0 103.4 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
61.88 1.3 -0.5 22.0 102.2 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
146.15 1.8 -0.5 21.1 101.3 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
103.17 1.9 -0.6 20.7 100.5 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
82.00 1.8 -0.4 21.0 100.0 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
43.45 0.5 5.3 36.7 91.1 55.1 -- --
Birla Sun Life MNC Fund (G) Rank 3
1,180.37 0.4 5.0 36.0 89.4 53.9 35.2 25.7
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
79.29 3.5 3.3 22.3 89.1 61.2 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,764.44 3.4 3.2 21.9 87.9 60.1 37.3 21.7
SBI Small & Midcap Fund -Direct (G) Not Ranked
87.18 4.9 -1.1 26.5 85.9 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
336.43 4.7 -1.4 25.6 83.7 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.03 0.2 -2.1 16.8 82.0 54.3 33.7 16.9
Sundaram SMILE Fund -Direct (G) Not Ranked
69.86 0.2 -2.1 16.8 82.0 54.3 -- --
Sundaram SMILE Fund (G) Rank 3
1,431.23 0.2 -2.2 16.5 80.8 53.4 33.0 16.2
Can Robeco Emer-Equities-Direct (G) Not Ranked
34.91 0.4 -2.0 16.6 78.2 53.5 -- --
Can Robeco Emerg-Equities (G) Rank 1
281.14 0.4 -2.2 16.2 76.8 52.3 35.0 22.4
Kotak Emerging Equity - Direct (G) Not Ranked
11.00 -0.5 -2.2 18.9 73.9 45.4 -- --
Reliance Small Cap - Direct (G) Not Ranked
407.76 2.5 -6.4 7.9 73.5 59.4 -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
287.52 -4.6 0.3 20.5 73.4 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
35.99 -1.4 -0.3 20.1 73.1 50.6 -- --
Kotak Emerging Equity - Regular (G) Rank 2
504.32 -0.6 -2.5 18.3 72.3 44.3 30.3 17.2
Reliance Small Cap Fund (G) Rank 2
4,005.17 2.4 -6.5 7.5 72.0 58.1 37.7 --
Tata Mid Cap Growth Fund (G) Rank 3
1,017.91 -1.5 -0.5 19.6 71.7 49.4 33.6 19.1
Motilal Focused Midcap 30 - RP (G) Not Ranked
323.96 -4.7 -0.1 19.6 71.2 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
7.90 -2.6 -2.2 20.4 70.7 49.7 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
375.21 -0.2 -1.4 16.0 68.5 54.7 -- --
UTI Mid Cap - Direct (G) Not Ranked
248.83 -0.3 -1.2 12.6 68.2 55.1 -- --
JPMorgan (I) Smaller Co. (G) Rank 2
347.93 -2.8 -2.6 19.3 68.1 47.8 35.2 20.8
Birla SL Buy India -Direct (G) Not Ranked
2.33 0.2 -1.8 22.6 67.0 41.7 -- --
UTI Mid Cap (G) Rank 2
3,860.75 -0.3 -1.4 12.2 66.9 54.1 36.0 20.6
Franklin (I) Smaller Cos (G) Rank 2
3,071.38 -0.3 -1.7 15.1 66.3 53.4 40.3 22.1
Birla Sun Life Buy India (G) Not Ranked
53.91 0.1 -1.9 22.3 66.1 41.0 33.1 19.1
L&T Midcap Fund -Direct (G) Not Ranked
7.96 -1.5 -3.1 14.1 65.1 47.6 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
77.70 -1.3 -2.2 15.1 63.8 49.6 -- --
L&T Midcap Fund (G) Rank 1
307.82 -1.6 -3.3 13.7 63.8 46.5 31.5 16.7
Religare Invesco Mid Cap-Direct (G) Not Ranked
4.81 -1.8 -0.6 17.3 63.5 46.6 -- --
Reliance Mid & Small Cap - Direct (G) Not Ranked
115.24 1.5 -2.9 11.7 63.3 46.9 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
6.09 0.6 -2.7 11.8 63.0 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 3
1,062.39 -1.4 -2.4 14.5 62.2 48.1 36.2 --
Reliance Mid & Small Cap Fund (G) Rank 4
3,938.57 1.4 -3.1 11.3 61.9 45.9 31.1 17.1
Franklin (I) Prima - Direct (G) Not Ranked
294.36 -1.6 -3.1 16.8 61.5 46.0 -- --
Axis Small Cap Fund - Regular (G) Not Ranked
309.87 0.6 -3.0 11.3 61.2 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
12.13 -2.2 -2.4 16.4 61.1 44.4 -- --
SBI Midcap Fund - Direct (G) Not Ranked
185.36 -0.5 0.6 16.1 61.0 50.1 -- --
Religare Invesco Mid Cap (G) Not Ranked
180.87 -1.9 -1.1 16.2 60.8 44.7 32.4 20.6
Religare Invesco Mid N Small-DP (G) Not Ranked
38.83 -1.8 -0.6 16.7 60.7 46.9 -- --
Sundaram Select Midcap -Direct (G) Not Ranked
149.66 0.3 -2.9 15.5 60.4 44.6 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.28 0.3 -2.9 15.5 60.4 44.1 31.8 19.3
Principal Emerging Bluechip(G) Rank 1
452.51 -2.2 -2.6 15.9 59.9 43.5 34.1 16.8
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
4.31 -0.7 -3.4 13.6 59.8 43.8 -- --
SBI Magnum Midcap Fund (G) Rank 3
1,389.08 -0.6 0.3 15.6 59.7 49.1 36.6 19.3
SBI Magnum Global Fund - Direct (G) Not Ranked
201.98 -1.7 -1.5 16.6 59.5 42.0 -- --
Franklin India Prima Fund (G) Rank 3
3,172.81 -1.7 -3.4 16.0 59.4 44.5 34.5 19.4
Axis Mid Cap Fund - Direct (G) Not Ranked
53.28 -- -3.8 12.0 59.3 41.6 -- --
Sundaram Select Midcap -RP (G) Rank 4
4,636.60 0.2 -3.1 15.1 59.2 43.7 31.4 18.6
Birla SL Midcap Fund -Direct (G) Not Ranked
26.45 -0.2 -1.7 16.5 59.1 38.7 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
60.72 1.6 -3.7 13.6 58.7 46.1 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
10.05 -0.8 -3.5 13.6 58.5 37.9 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
132.31 -1.2 -4.8 13.2 58.4 49.4 -- --
SBI Magnum Global Fund (G) Rank 3
2,924.82 -1.9 -1.8 16.1 58.3 41.1 31.4 20.2
Religare Invesco Mid N SmallCap (G) Rank 3
629.61 -2.0 -1.1 15.8 58.2 45.1 33.3 22.1
BNP Paribas Mid Cap Fund (G) Rank 2
286.85 -0.8 -3.7 12.9 58.1 42.5 33.0 20.9
Birla Sun Life Midcap Fund (G) Rank 5
1,492.85 -0.2 -1.9 16.0 57.6 37.7 27.0 13.8
HSBC Midcap Equity Fund (G) Rank 3
287.32 1.5 -3.9 13.2 57.6 45.1 26.6 10.2
Axis Mid Cap Fund (G) Rank 3
999.35 -0.1 -4.0 11.3 57.3 39.8 32.8 --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
75.26 0.3 -3.1 15.6 57.2 41.7 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
ICICI Pru MidCap Fund (G) Rank 3
2,044.58 -1.3 -5.0 12.7 57.1 48.2 29.8 14.9
Kotak Mid-Cap Fund - Regular(G) Rank 4
353.59 -0.9 -3.8 13.0 57.0 36.7 26.7 16.2
ICICI Pru Value Discovery - DP (G) Not Ranked
1,103.53 -2.6 -2.9 11.9 56.6 43.4 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,776.86 0.3 -3.3 15.2 56.1 40.8 27.5 17.0
Taurus Discovery Fund -Direct (G) Not Ranked
0.22 -2.9 -2.1 11.4 55.7 35.5 -- --
ICICI Pru Value Discovery Fund (G) Rank 4
14,684.18 -2.6 -3.1 11.4 55.3 42.3 31.5 19.9
Taurus Discovery Fund (G) Not Ranked
32.54 -3.0 -2.2 11.3 55.2 35.0 30.4 14.1
HDFC MidCap Opport.- Direct (G) Not Ranked
666.39 0.2 -2.6 13.8 55.1 44.9 -- --
Birla SL Pure Value - Direct (G) Not Ranked
51.72 0.5 -5.4 9.4 55.1 48.7 -- --
Birla SL Pure Value Fund (G) Rank 3
367.08 0.4 -5.6 8.9 53.9 47.6 32.6 18.3
HDFC MidCap Opportunities (G) Rank 4
8,957.92 0.1 -2.8 13.3 53.8 44.0 30.5 21.6
Birla SL Small & Midcap -Direct (G) Not Ranked
5.44 0.4 -3.0 14.1 53.6 41.0 -- --
IDFC Premier Equity - Direct (G) Not Ranked
579.15 -2.1 -0.1 15.8 53.3 39.1 -- --
IDFC Premier Equity - B (G) Not Ranked
37.56 -2.1 -0.2 15.5 52.2 38.3 29.0 19.7
Birla SL Small and Midcap Fund (G) Rank 3
182.81 0.3 -3.1 13.6 52.2 39.8 26.6 13.8
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
IDFC Premier Equity - Regular (G) Rank 5
6,465.61 -2.1 -0.2 15.4 52.0 38.1 28.9 19.6
IDFC Sterling Equity - Direct (G) Not Ranked
114.27 -1.7 -3.9 13.1 52.0 34.0 -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
IDFC Sterling Equity Fund - G Rank 4
1,767.08 -1.8 -4.0 12.8 50.8 32.8 23.6 15.9
SBI Emerging Businesses -Direct (G) Not Ranked
219.91 0.4 -3.6 11.7 49.0 28.2 -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
SBI Emerging Busi (G) Rank 5
2,734.40 0.2 -3.9 11.1 47.8 27.2 24.4 18.9
Edelweiss Select Midcap -Direct (G) Not Ranked
0.78 -0.5 -1.0 16.1 46.8 38.2 -- --
Edelweiss Select Midcap Fund (G) Not Ranked
26.25 -0.6 -1.2 15.7 46.0 37.6 26.0 --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.79 -1.2 -5.3 9.0 44.1 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.36 -1.2 -5.3 8.8 43.5 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
158.02 -1.9 -3.8 10.0 42.6 28.7 20.4 --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.69 -0.7 -0.7 13.3 42.0 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
256.53 -0.7 -0.8 13.1 41.4 -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.62 -0.8 -4.3 10.5 39.6 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
5.97 1.8 -4.6 2.0 38.7 37.6 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
313.54 -0.8 -4.5 10.1 38.6 -- -- --
Sahara Midcap Fund (G) Not Ranked
4.58 1.8 -4.6 1.9 38.5 37.5 22.7 12.7
Sahara Star Value Fund -Direct (G) Not Ranked
0.38 1.7 -8.7 -6.6 36.0 32.9 -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 -2.9 -5.6 7.0 34.8 32.4 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
9.39 -2.9 -5.7 6.9 34.5 32.1 23.3 15.1
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.06 -3.1 -5.9 6.5 33.4 31.2 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.75 -3.1 -6.0 6.3 33.1 30.8 22.1 14.0
Sahara Star Value Fund (G) Not Ranked
1.63 1.7 -8.6 -6.4 26.6 27.9 14.1 6.9
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
152.17 1.7 -2.8 11.6 -- -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
3,466.01 1.7 -2.5 12.0 -- -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
232.43 0.3 -6.6 7.1 -- -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.15 0.3 -6.0 7.6 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.14 -1.9 -5.5 7.4 -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.70 1.0 3.0 26.2 -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
122.72 0.1 -7.0 6.9 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
189.78 -2.0 -5.7 7.1 -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.69 0.2 -6.9 7.2 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.51 -0.9 -4.2 -- -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 -0.8 -3.9 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
216.41 0.8 2.5 24.9 -- -- -- --
CATEGORY AVERAGE -0.4 -2.5 13.5 53.3 30.7 21.1 11.0

Note : Returns have been calculated based on NAV's as on Apr 24, 2015 & Index values as on Apr 24, 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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