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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 Jun 24, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
184.90 4.6 14.0 4.4 15.3 31.7 46.5 --
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,028.96 4.5 13.8 4.0 14.5 30.8 45.5 25.1
Birla SL Small & Midcap -Direct (G) Not Ranked
9.44 4.7 15.5 4.9 14.3 19.9 33.0 --
Birla SL Small and Midcap Fund (G) Not Ranked
165.91 4.7 15.3 4.5 13.3 18.8 31.8 18.2
Franklin (I) Smaller Co -Direct (G) Not Ranked
601.24 3.6 13.9 6.4 12.7 25.2 39.5 --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.66 3.6 14.5 4.4 11.3 -- -- --
Sahara Star Value Fund (G) Not Ranked
0.73 7.1 11.5 1.0 11.2 2.2 27.0 10.1
Franklin (I) Smaller Cos (G) Rank 1
3,961.50 3.5 13.6 5.8 11.2 23.4 38.0 24.5
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.49 3.0 10.3 -2.4 10.7 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.11 7.1 11.3 0.7 10.4 1.7 29.8 --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
211.89 3.0 10.1 -2.6 10.3 -- -- --
Reliance Small Cap - Direct (G) Not Ranked
326.14 2.0 9.0 -5.1 10.3 19.0 43.5 --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
44.79 3.5 14.2 4.0 10.1 -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
74.74 6.3 13.1 4.4 10.0 17.9 34.3 --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.61 3.0 10.4 -2.3 9.9 -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
26.21 4.3 12.0 -0.8 9.9 16.0 -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.76 3.0 10.3 -2.3 9.7 -- -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
93.98 4.0 11.7 3.7 9.7 24.9 39.2 --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
312.59 3.0 10.2 -2.4 9.5 -- -- --
Kotak Emerging Equity - Direct (G) Not Ranked
43.89 4.1 13.9 5.5 9.4 25.6 35.6 --
Reliance Small Cap Fund (G) Rank 2
3,094.58 1.9 8.7 -5.6 9.3 17.9 42.3 22.2
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
175.95 3.0 10.2 -2.5 9.3 -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
312.85 4.2 11.8 -1.1 9.2 15.3 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,676.91 6.2 12.9 4.0 9.2 17.1 33.5 17.7
SBI Small & Midcap Fund -Direct (G) Not Ranked
255.11 0.9 6.4 -3.1 9.1 32.5 -- --
Mirae Emerging Bluechip Fund (G) Rank 1
1,104.68 4.0 11.5 3.3 8.7 23.7 37.9 23.4
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.03 4.5 11.6 5.3 8.5 10.3 -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.65 3.0 10.7 1.5 8.3 15.9 -- --
SBI Midcap Fund - Direct (G) Not Ranked
295.04 2.1 11.7 3.9 8.1 25.6 39.0 --
Franklin (I) Prima - Direct (G) Not Ranked
517.71 3.9 12.1 6.1 8.0 21.7 33.6 --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
218.33 4.5 11.5 5.1 8.0 9.8 -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.16 4.7 11.7 5.5 7.9 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
223.63 3.0 10.6 1.4 7.9 15.4 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
6.65 2.8 9.5 3.8 7.8 21.2 31.1 --
Kotak Emerging Equity - Regular (G) Rank 3
732.26 3.9 13.5 4.8 7.8 24.0 34.2 20.5
SBI Small & Midcap Fund (G) Not Ranked
958.93 0.8 6.0 -3.8 7.5 30.7 -- --
SBI Emerging Businesses -Direct (G) Not Ranked
213.37 0.1 6.4 2.5 7.5 15.6 23.0 --
Birla SL Pure Value - Direct (G) Not Ranked
52.25 2.5 6.7 0.4 7.3 9.8 34.9 --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
113.81 4.7 11.5 5.2 7.3 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
4.37 3.4 8.8 -0.4 7.2 8.4 28.1 --
SBI Magnum Midcap Fund (G) Rank 2
2,346.62 2.0 11.4 3.2 6.8 24.3 37.8 23.6
Franklin India Prima Fund (G) Rank 2
3,302.97 3.9 11.9 5.6 6.8 20.2 32.1 21.2
SBI Emerging Busi (G) Rank 4
2,563.56 0.1 6.2 2.0 6.5 14.5 22.0 17.4
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.04 3.7 11.6 0.1 6.5 12.3 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
5.91 1.8 8.6 -0.5 6.4 17.1 -- --
Birla SL Pure Value Fund (G) Rank 3
340.75 2.4 6.5 -0.1 6.3 8.8 33.8 18.7
Kotak Mid-Cap Fund - Regular(G) Not Ranked
324.78 2.7 9.0 3.0 6.1 19.7 29.7 17.2
Sundaram Select Midcap -Direct (G) Not Ranked
216.28 3.4 10.5 2.1 6.1 19.2 33.4 --
Sundaram Select Midcap -IP (D) Not Ranked
0.26 3.4 10.4 2.1 6.0 19.2 33.3 19.2
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
180.36 3.6 11.4 -0.2 6.0 11.7 -- --
Sundaram Select Midcap -RP (G) Rank 3
5,203.56 3.4 10.4 2.0 5.8 18.6 32.7 18.8
Sahara Midcap Fund (G) Not Ranked
3.09 3.3 8.3 -1.2 5.7 7.5 27.4 13.2
HSBC Midcap Equity - Direct (G) Not Ranked
55.52 1.9 11.4 -0.4 5.6 16.6 39.6 --
Reliance Mid & Small Cap - Direct (G) Not Ranked
132.10 2.9 13.7 -1.6 5.4 16.4 33.6 --
Axis Small Cap Fund - Regular (G) Not Ranked
294.06 1.7 8.2 -1.0 5.3 15.8 -- --
HSBC Midcap Equity Fund (G) Not Ranked
297.93 1.8 11.2 -0.8 4.8 15.7 38.6 16.2
Can Robeco Emer-Equities-Direct (G) Not Ranked
98.46 3.1 10.6 -2.5 4.7 21.1 39.4 --
HDFC MidCap Opport.- Direct (G) Not Ranked
894.47 3.2 9.7 2.2 4.7 17.2 32.9 --
Reliance Mid & Small Cap Fund (G) Rank 5
3,903.18 2.8 13.5 -2.1 4.6 15.5 32.6 18.0
L&T Midcap Fund -Direct (G) Not Ranked
18.60 4.1 10.2 -0.8 4.4 18.9 35.2 --
UTI Mid Cap - Direct (G) Not Ranked
268.25 2.8 9.5 1.3 4.0 20.3 38.0 --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
50.38 3.2 9.2 -0.4 3.9 18.9 32.8 --
HDFC MidCap Opportunities (G) Rank 3
9,046.60 3.2 9.4 1.7 3.8 16.1 31.9 19.4
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.66 5.6 14.3 7.6 3.7 -- -- --
Can Robeco Emerg-Equities (G) Rank 2
770.87 3.0 10.3 -3.1 3.7 20.1 38.3 21.9
Birla SL Midcap Fund -Direct (G) Not Ranked
37.80 2.4 10.2 -- 3.6 17.0 29.1 --
Motilal Focused Midcap 30 - DP (G) Not Ranked
347.84 4.6 10.8 3.3 3.5 25.0 -- --
L&T Midcap Fund (G) Rank 3
360.43 4.0 10.0 -1.1 3.5 17.9 34.1 18.3
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
UTI Mid Cap (G) Rank 3
4,750.31 2.7 9.3 0.9 3.1 19.3 37.0 21.2
Sundaram SMILE Fund - IP (G) Not Ranked
0.03 3.3 11.1 -4.8 3.0 18.5 39.8 18.8
Sundaram SMILE Fund -Direct (G) Not Ranked
90.95 3.3 11.1 -4.8 3.0 18.5 39.8 --
Birla Sun Life Midcap Fund (G) Rank 3
1,403.64 2.3 10.0 -0.4 2.8 16.0 28.1 15.8
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.13 2.5 10.0 -3.5 2.7 -- -- --
Sundaram SMILE Fund (G) Rank 4
1,827.37 3.3 11.0 -5.0 2.6 17.9 39.1 18.3
BNP Paribas Mid Cap Fund (G) Rank 3
426.88 3.1 8.8 -1.1 2.4 17.4 31.3 21.5
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
36.15 2.5 9.9 -3.6 2.4 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
526.54 4.5 10.4 2.7 2.2 23.4 -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
41.16 2.3 6.5 -0.4 2.2 10.9 24.0 11.8
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
184.78 5.4 13.8 6.6 2.1 -- -- --
Birla SL Buy India -Direct (G) Not Ranked
1.62 -6.5 -0.2 -8.3 1.7 36.5 24.8 --
SBI Magnum Global Fund - Direct (G) Not Ranked
404.90 1.3 6.8 0.7 1.5 18.8 29.0 --
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.17 5.3 13.7 -5.4 1.4 15.0 26.3 --
Sundaram Small Cap - Series III-DP-G Not Ranked
1.17 5.0 12.2 0.8 1.3 -- -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.99 5.0 12.2 0.7 1.2 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
317.92 0.5 5.5 -0.3 1.2 26.7 33.1 --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.38 5.0 12.2 0.5 1.1 -- -- --
Birla Sun Life Buy India (G) Not Ranked
21.36 -6.5 -0.4 -8.6 1.0 35.7 24.0 18.4
Sundaram Small Cap - Series III-RP-G Not Ranked
51.81 5.0 12.1 0.6 0.9 -- -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
52.63 5.0 12.1 0.5 0.8 -- -- --
Edelweiss Emerging Leaders (G) Not Ranked
41.93 5.2 13.5 -5.7 0.7 14.2 25.6 --
Sundaram Small Cap - Series II-RP-G Not Ranked
81.72 5.0 12.1 0.4 0.7 -- -- --
SBI Magnum Global Fund (G) Rank 3
3,786.14 1.3 6.5 0.2 0.5 17.7 27.9 18.9
Birla Sun Life MNC Fund (G) Rank 2
2,590.99 0.4 5.2 -0.9 -- 25.4 31.9 22.2
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.28 2.3 6.3 1.6 0.4 9.8 22.2 --
IDFC Premier Equity - Direct (G) Not Ranked
479.31 0.4 6.7 -0.4 0.3 15.3 26.5 --
Sahara Wealth Plus - VPO (G) Not Ranked
7.37 2.2 6.2 1.4 -0.1 9.3 21.8 13.2
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
4.39 1.2 7.8 -5.2 -0.2 22.4 -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
11.68 2.9 7.9 -0.9 -- 18.1 34.0 --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
11.79 1.2 7.8 -5.3 -0.3 22.5 -- --
IDFC Premier Equity - Regular (G) Rank 4
5,298.51 0.4 6.5 -0.7 -0.4 14.5 25.6 17.8
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
6.02 1.2 7.8 -5.3 -0.4 22.4 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
78.62 4.7 6.5 -2.6 -0.4 14.1 34.9 --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
4.21 1.1 7.7 -5.5 -0.4 23.0 -- --
IDFC Premier Equity - B (G) Not Ranked
19.39 0.4 6.6 -0.7 -0.4 14.6 25.7 17.8
JPMorgan (I) Mid and Small Cap (G) Rank 2
584.07 2.9 7.8 -1.1 -0.5 16.9 32.6 20.0
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
95.24 1.1 7.7 -5.4 -0.5 21.2 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
56.64 1.1 7.6 -5.6 -0.7 21.8 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
75.43 1.1 7.7 -5.5 -0.8 21.2 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
133.05 1.1 7.7 -5.4 -0.8 21.2 -- --
ICICI Pru MidCap Fund (G) Rank 4
1,046.78 4.6 6.3 -2.9 -1.3 13.1 33.8 16.9
Can Robeco India Opport. - DP-(G) Not Ranked
11.24 2.6 6.4 -6.2 -1.3 -- -- --
LIC NOMURA MF Midcap Fund - Direct (G) Not Ranked
33.84 1.4 7.9 1.0 -1.4 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
53.74 2.6 6.6 -4.0 -1.6 17.4 32.1 --
Can Robeco India Opport. - RP-(G) Not Ranked
93.86 2.6 6.3 -6.3 -1.6 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 2.1 5.7 0.5 -1.8 7.9 20.4 --
Union KBC Small & Mid Cap -DP (G) Not Ranked
3,233.61 2.1 8.8 -3.0 -1.8 9.1 -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.81 3.8 10.8 -0.7 -1.9 14.4 28.6 --
Templeton (I) Equity Income - Dir (G) Not Ranked
33.04 1.5 5.8 1.1 -2.1 7.6 16.0 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.31 2.0 5.6 0.3 -2.1 7.6 20.1 11.9
LIC NOMURA MF Midcap Fund - Regular (G) Not Ranked
39.87 1.3 7.4 0.4 -2.3 -- -- --
Tata Mid Cap Growth Fund (G) Rank 3
1,316.58 2.6 6.5 -4.3 -2.4 16.5 31.1 18.5
Taurus Discovery Fund (G) Not Ranked
29.84 3.7 10.5 -1.1 -2.7 13.7 27.9 16.3
Templeton (I) Equity Income (G) Not Ranked
1,376.84 1.5 5.6 0.7 -2.7 7.0 15.4 10.4
Union KBC Small & Mid Cap -RP (G) Not Ranked
251.05 2.0 8.3 -3.5 -2.9 8.2 -- --
IDFC Sterling Equity - Direct (G) Not Ranked
76.36 2.7 9.7 -1.8 -3.7 11.5 23.2 --
Axis Mid Cap Fund - Direct (G) Not Ranked
50.60 1.8 9.0 -1.6 -3.9 11.8 28.6 --
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
12.12 2.1 5.9 -4.8 -3.9 9.7 -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
141.96 2.0 5.7 -5.1 -4.4 9.2 -- --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,172.39 2.6 9.5 -2.1 -4.4 10.7 22.2 13.9
Axis Mid Cap Fund (G) Rank 5
1,071.86 1.7 8.7 -2.2 -5.1 10.4 27.0 18.7
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
69.37 3.1 10.6 2.8 -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
118.25 3.2 10.6 2.9 -- -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
4.54 3.3 10.3 2.9 -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.98 3.3 10.3 2.9 -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
45.41 3.1 10.4 3.7 -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
2.27 3.2 10.3 3.9 -- -- -- --
CATEGORY AVERAGE 2.8 9.4 -0.3 3.3 12.9 18.1 10.4

Note : Returns have been calculated based on NAV's as on Jun 24, 2016 & Index values as on Jun 24, 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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