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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 Feb 09, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
ICICI Pru MidCap Fund - Direct (G) Not Ranked
87.48 -8.0 -7.7 -16.8 -7.9 33.9 25.3 --
SBI Small & Midcap Fund -Direct (G) Not Ranked
151.92 -8.7 -2.5 -5.0 8.4 52.7 -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.91 -10.5 -5.4 -13.4 7.5 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
153.92 -9.7 -4.8 -10.2 7.4 48.9 34.5 --
SBI Midcap Fund - Direct (G) Not Ranked
132.40 -6.0 -2.8 -9.0 7.0 36.3 30.8 --
SBI Small & Midcap Fund (G) Not Ranked
559.85 -8.8 -2.9 -5.8 6.8 50.8 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,079.09 -9.7 -4.9 -10.5 6.6 47.8 33.6 23.7
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
164.99 -10.6 -5.5 -13.5 6.5 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
1,193.63 -6.1 -3.1 -9.5 5.9 35.0 29.8 23.2
Motilal Focused Midcap 30 - DP (G) Not Ranked
336.32 -4.0 -2.1 -11.1 5.2 39.6 -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.16 -10.3 -5.3 -14.3 4.2 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
488.11 -4.0 -2.4 -11.6 3.9 38.0 -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.50 -10.4 -5.3 -14.2 3.5 -- -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
128.84 -10.4 -5.4 -14.4 3.3 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
283.44 -5.0 -5.5 -13.1 2.9 42.0 30.3 --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
233.57 -10.4 -5.3 -14.3 2.6 -- -- --
Birla Sun Life MNC Fund (G) Rank 3
2,478.38 -5.1 -5.8 -13.6 1.9 40.7 29.2 23.5
Mirae Emerging Bluechip -Direct (G) Not Ranked
68.30 -7.0 -4.7 -10.7 1.9 39.1 30.2 --
Birla SL Buy India -Direct (G) Not Ranked
4.10 -6.5 -0.2 -8.3 1.7 36.5 24.8 --
L&T Emerging Businesses Fund-DP (G) Not Ranked
27.90 -8.2 -2.8 -9.0 1.6 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 1
986.02 -7.1 -4.9 -11.1 1.0 37.7 28.9 24.4
L&T Emerging Businesses Fund-RP (G) Not Ranked
334.90 -8.2 -2.9 -9.3 1.0 -- -- --
Birla Sun Life Buy India (G) Not Ranked
55.26 -6.5 -0.4 -8.6 1.0 35.7 24.0 18.4
Axis Small Cap Fund - Direct (G) Not Ranked
6.20 -6.5 -2.1 -8.5 0.8 39.7 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
306.24 -6.4 -4.3 -9.1 0.8 41.6 31.1 --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
44.56 -8.4 -5.0 -13.3 0.3 35.0 25.2 --
Reliance Small Cap - Direct (G) Not Ranked
164.78 -11.3 -7.7 -10.6 0.2 44.5 34.3 --
Birla SL Small & Midcap -Direct (G) Not Ranked
7.73 -9.6 -4.3 -9.7 -0.1 33.0 23.6 --
Axis Small Cap Fund - Regular (G) Not Ranked
309.45 -6.7 -2.3 -9.0 -0.3 38.2 -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.59 -11.1 -9.1 -17.9 -0.5 50.8 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.12 -11.2 -9.2 -18.0 -0.5 51.4 -- --
L&T Midcap Fund -Direct (G) Not Ranked
18.18 -9.1 -4.8 -11.9 -0.5 38.9 27.2 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.79 -11.2 -9.1 -18.0 -0.6 49.7 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.78 -11.3 -9.2 -18.0 -0.6 -- -- --
Reliance Small Cap Fund (G) Rank 1
1,705.31 -11.4 -7.9 -11.0 -0.6 43.3 33.3 21.8
Franklin (I) Smaller Cos (G) Rank 2
2,301.77 -6.5 -4.6 -9.7 -0.7 39.8 29.8 23.5
Can Robeco Emer-Equities-Direct (G) Not Ranked
93.01 -9.7 -7.2 -14.3 -0.7 43.6 29.4 --
Birla SL Small and Midcap Fund (G) Not Ranked
176.37 -9.7 -4.5 -10.1 -0.9 31.8 22.6 16.6
BNP Paribas Mid Cap Fund (G) Rank 2
404.57 -8.5 -5.4 -13.9 -1.1 33.4 23.9 22.3
L&T Midcap Fund (G) Not Ranked
355.04 -9.1 -5.0 -12.3 -1.3 37.7 26.2 18.1
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
69.64 -11.1 -9.2 -18.0 -1.3 49.0 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
55.56 -11.2 -9.2 -18.2 -1.3 47.9 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
42.39 -11.3 -9.3 -18.2 -1.3 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
103.98 -11.2 -9.2 -18.1 -1.4 49.5 -- --
SBI Emerging Businesses -Direct (G) Not Ranked
117.00 -4.2 -3.3 -8.0 -1.5 28.2 15.3 --
Can Robeco Emerg-Equities (G) Rank 2
736.79 -9.8 -7.5 -14.7 -1.5 42.4 28.2 22.0
Kotak Emerging Equity - Direct (G) Not Ranked
38.72 -7.4 -6.7 -12.5 -1.5 39.8 23.5 --
IDFC Premier Equity - Direct (G) Not Ranked
532.93 -6.1 -3.2 -12.8 -1.7 27.6 21.4 --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
80.27 -8.3 -4.3 -13.8 -1.8 33.2 22.5 --
HDFC MidCap Opport.- Direct (G) Not Ranked
905.52 -5.9 -5.1 -12.3 -1.8 32.9 25.3 --
Sundaram Select Midcap -Direct (G) Not Ranked
119.13 -7.8 -6.1 -14.7 -1.8 36.6 25.7 --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 -7.8 -6.1 -14.7 -1.9 36.4 25.4 19.1
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
11.91 -6.8 -5.4 -14.2 -2.0 39.7 27.4 --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
7.32 -7.6 -6.5 -12.6 -2.0 34.2 20.4 --
Birla SL Midcap Fund -Direct (G) Not Ranked
37.47 -8.9 -6.9 -13.8 -2.1 33.1 21.3 --
Sundaram Select Midcap -RP (G) Rank 4
3,193.81 -7.8 -6.2 -14.8 -2.2 35.6 25.1 18.4
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 -6.1 -3.4 -13.1 -2.3 26.8 20.5 18.9
IDFC Premier Equity - B (G) Not Ranked
23.56 -6.1 -3.4 -13.1 -2.3 26.9 20.6 18.9
SBI Emerging Busi (G) Rank 5
1,486.36 -4.3 -3.5 -8.5 -2.5 27.1 14.4 20.0
UTI Mid Cap - Direct (G) Not Ranked
152.22 -7.4 -6.2 -14.9 -2.5 37.9 30.0 --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,788.83 -8.3 -4.5 -14.1 -2.5 32.3 21.7 16.9
Sahara Midcap Fund - Direct (G) Not Ranked
4.97 -9.6 -6.0 -13.8 -2.6 23.2 18.9 --
HDFC MidCap Opportunities (G) Rank 3
9,733.96 -5.9 -5.3 -12.8 -2.8 31.8 24.4 20.3
Birla Sun Life Midcap Fund (G) Rank 4
1,509.17 -8.9 -7.1 -14.1 -2.8 32.0 20.3 15.5
Birla SL Pure Value - Direct (G) Not Ranked
51.03 -8.9 -3.9 -11.4 -2.9 38.9 27.8 --
JPMorgan (I) Mid and Small Cap (G) Rank 3
643.40 -6.9 -5.5 -14.4 -3.0 38.1 26.1 20.8
Kotak Emerging Equity - Regular (G) Rank 3
753.82 -7.5 -7.0 -13.2 -3.0 38.2 22.3 18.4
SBI Magnum Global Fund - Direct (G) Not Ranked
193.15 -5.0 -4.3 -11.2 -3.0 31.6 23.9 --
UTI Mid Cap (G) Rank 2
3,203.82 -7.5 -6.4 -15.3 -3.3 36.8 29.0 21.0
Motilal MOSt Shares Midcap 100 ETF Not Ranked
58.16 -7.6 -5.3 -13.6 -3.3 27.1 15.3 11.6
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
343.71 -7.7 -6.9 -13.3 -3.5 32.7 19.2 16.6
Religare Invesco Mid Cap-Direct (G) Not Ranked
4.39 -7.8 -4.2 -12.2 -3.5 35.6 25.3 --
Franklin (I) Prima - Direct (G) Not Ranked
283.64 -6.1 -5.0 -10.5 -3.5 36.4 26.1 --
Sahara Midcap Fund (G) Not Ranked
3.60 -9.8 -6.3 -14.3 -3.5 22.6 18.5 12.9
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 -8.3 -3.6 -9.7 -3.7 -- -- --
Birla SL Pure Value Fund (G) Rank 4
355.19 -9.0 -4.1 -11.8 -3.7 37.7 26.8 18.6
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.20 -10.1 -6.7 -12.8 -3.9 -- -- --
SBI Magnum Global Fund (G) Rank 3
2,158.87 -5.1 -4.5 -11.7 -4.0 30.5 23.0 20.4
Can Robeco India Opport. - DP-(G) Not Ranked
12.55 -11.1 -9.6 -16.8 -4.1 -- -- --
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.14 -12.6 -6.0 -13.1 -4.2 24.5 20.3 --
Religare Invesco Mid N Small-DP (G) Not Ranked
31.93 -7.8 -4.6 -12.4 -4.2 33.5 25.5 --
Tata Mid Cap Growth - Direct (G) Not Ranked
20.18 -8.8 -7.5 -14.6 -4.3 36.8 27.0 --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
193.95 -10.1 -6.7 -12.9 -4.3 -- -- --
Can Robeco India Opport. - RP-(G) Not Ranked
104.79 -11.1 -9.6 -16.9 -4.4 -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
126.50 -7.9 -3.7 -13.4 -4.4 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -11.7 -8.8 -16.2 -4.5 45.8 27.2 17.9
Sundaram SMILE Fund -Direct (G) Not Ranked
54.91 -11.7 -8.8 -16.2 -4.5 46.0 27.3 --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.36 -8.2 -3.8 -10.1 -4.6 -- -- --
Franklin India Prima Fund (G) Rank 3
3,562.74 -6.2 -5.3 -11.0 -4.7 34.7 24.7 20.6
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.84 -9.0 -5.8 -11.7 -4.8 -- -- --
Sundaram SMILE Fund (G) Rank 3
1,238.37 -11.8 -8.9 -16.3 -4.8 45.0 26.7 17.3
HSBC Midcap Equity - Direct (G) Not Ranked
62.11 -11.6 -6.6 -16.5 -4.9 34.5 23.9 --
Edelweiss Emerging Leaders (G) Not Ranked
39.88 -12.7 -6.2 -13.5 -4.9 23.8 19.7 --
Tata Mid Cap Growth Fund (G) Rank 2
537.85 -8.9 -7.7 -15.0 -5.1 35.7 26.0 18.9
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
241.91 -9.1 -5.9 -11.9 -5.1 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
118.88 -8.0 -4.7 -13.0 -5.3 33.3 23.5 20.0
Sahara Star Value Fund (G) Not Ranked
1.13 -13.2 -9.2 -12.2 -5.3 19.8 12.5 9.0
Axis Mid Cap Fund - Direct (G) Not Ranked
56.08 -6.1 -5.7 -16.8 -5.5 34.4 22.2 --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
104.65 -7.9 -3.9 -13.7 -5.5 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
337.34 -11.7 -6.8 -16.8 -5.6 33.5 23.0 14.3
Religare Invesco Mid N SmallCap (G) Rank 3
441.19 -7.9 -5.0 -13.2 -5.8 31.4 23.9 20.5
Sahara Star Value Fund -Direct (G) Not Ranked
0.15 -13.2 -9.4 -12.6 -6.0 23.8 15.2 --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.54 -7.9 -4.3 -14.0 -6.1 -- -- --
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.54 -9.0 -8.3 -17.2 -6.4 18.1 -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
119.88 -7.9 -4.4 -14.2 -6.5 -- -- --
Axis Mid Cap Fund (G) Rank 5
1,181.42 -6.2 -6.0 -17.3 -6.5 32.5 20.7 18.2
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
153.18 -8.9 -8.4 -17.3 -6.8 17.6 -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.90 -9.4 -8.4 -17.5 -6.9 29.7 17.8 --
Reliance Mid & Small Cap - Direct (G) Not Ranked
76.79 -11.4 -8.3 -14.5 -7.2 33.9 24.7 --
Taurus Discovery Fund (G) Not Ranked
32.87 -9.4 -8.6 -17.8 -7.6 29.0 17.2 15.1
Reliance Mid & Small Cap Fund (G) Rank 4
2,173.08 -11.4 -8.5 -14.8 -7.8 32.9 23.8 16.4
Union KBC Small & Mid Cap -DP (G) Not Ranked
6.09 -8.3 -5.2 -14.7 -7.9 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
87.48 -8.0 -7.7 -16.8 -7.9 33.9 25.3 --
ICICI Pru MidCap Fund (G) Rank 3
1,199.50 -8.0 -7.9 -17.2 -8.7 32.7 24.3 16.6
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
105.95 -8.4 -5.4 -15.2 -8.8 -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.33 -7.1 -4.9 -13.2 -9.3 17.6 16.9 --
Sahara Wealth Plus - VPO (G) Not Ranked
8.07 -7.1 -5.0 -13.5 -9.6 17.1 16.5 12.3
Sundaram Small Cap - Series II-DP-G Not Ranked
1.16 -10.9 -9.2 -19.7 -10.6 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 -7.3 -5.4 -14.2 -11.0 15.8 15.4 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.43 -7.3 -5.5 -14.3 -11.3 15.5 15.0 11.1
Sundaram Small Cap - Series II-RP-G Not Ranked
61.00 -10.9 -9.3 -19.8 -11.3 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
86.04 -9.9 -6.3 -15.9 -12.0 23.1 15.5 --
Templeton (I) Equity Income - Dir (G) Not Ranked
20.76 -5.1 -8.3 -13.0 -12.4 14.4 9.8 --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,378.78 -9.9 -6.4 -16.2 -12.7 22.1 14.5 13.9
Templeton (I) Equity Income (G) Not Ranked
952.40 -5.1 -8.4 -13.3 -12.9 13.8 9.2 8.5
Sundaram Small Cap - Series III-RP-G Not Ranked
38.30 -10.7 -9.4 -18.5 -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
71.91 -5.3 -3.3 -- -- -- -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
40.04 -10.6 -8.1 -16.1 -- -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.72 -10.7 -9.3 -18.4 -- -- -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
40.45 -10.7 -9.4 -18.6 -- -- -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.68 -10.7 -9.3 -18.4 -- -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
2.27 -5.2 -2.8 -- -- -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
33.64 -5.3 -3.6 -- -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
1.30 -5.1 -3.2 -- -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
9.20 -4.6 -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
198.54 -4.9 -4.3 -14.8 -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
0.36 -4.5 -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.78 -4.8 -3.9 -14.2 -- -- -- --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.68 -10.6 -7.9 -16.0 -- -- -- --
CATEGORY AVERAGE -8.4 -5.8 -13.1 -2.9 23.7 13.8 10.6

Note : Returns have been calculated based on NAV's as on Feb 09, 2016 & Index values as on Feb 09, 2016

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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