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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 Jul 27, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
ICICI Pru MidCap Fund - Direct (G) Not Ranked
80.23 6.8 11.9 17.4 3.1 16.8 39.5 --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
257.21 5.3 14.8 22.2 18.7 33.4 50.7 --
Birla SL Small & Midcap -Direct (G) Not Ranked
12.68 6.2 15.6 23.1 18.2 24.9 37.1 --
Franklin (I) Smaller Co -Direct (G) Not Ranked
430.42 7.0 13.2 22.4 17.9 26.7 43.7 --
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,422.99 5.3 14.6 21.7 17.8 32.5 49.7 25.3
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.72 7.8 14.9 23.4 17.4 -- -- --
Birla SL Small and Midcap Fund (G) Not Ranked
191.29 6.2 15.4 22.6 17.2 23.9 35.9 18.9
Franklin (I) Smaller Cos (G) Rank 1
2,456.15 6.9 12.9 21.7 16.4 24.8 42.1 26.0
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
49.38 7.6 14.6 22.7 16.2 -- -- --
Sahara Star Value Fund (G) Not Ranked
0.77 4.9 13.3 20.4 15.8 8.4 29.9 10.7
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.21 9.3 17.9 26.5 15.2 17.2 -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.10 4.9 13.2 20.1 15.0 7.8 32.8 --
Kotak Emerging Equity - Direct (G) Not Ranked
32.45 6.9 14.4 24.5 15.0 28.4 41.2 --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.84 9.0 18.0 26.9 14.9 17.8 -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
238.28 9.2 17.8 26.2 14.7 16.5 -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
22.33 6.6 16.7 17.2 14.5 20.6 -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.83 9.2 18.3 27.3 14.3 -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
124.31 8.9 17.8 26.5 14.3 17.2 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
145.68 6.3 13.8 20.0 14.2 28.6 42.9 --
L&T Emerging Businesses Fund-RP (G) Not Ranked
304.47 6.5 16.5 16.9 13.8 19.8 -- --
Franklin (I) Prima - Direct (G) Not Ranked
329.69 6.0 12.3 20.9 13.6 24.4 36.8 --
SBI Emerging Businesses -Direct (G) Not Ranked
125.18 6.6 7.5 17.8 13.6 17.1 26.5 --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
7.36 7.2 12.5 22.4 13.4 25.1 36.8 --
Kotak Emerging Equity - Regular (G) Rank 3
837.13 6.7 14.0 23.5 13.3 26.7 39.7 21.5
Mirae Emerging Bluechip Fund (G) Rank 1
1,411.12 6.2 13.6 19.5 13.2 27.4 41.6 24.9
HDFC MidCap Opport.- Direct (G) Not Ranked
1,052.04 8.1 14.2 21.2 13.1 22.5 37.3 --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.85 7.5 12.8 20.9 13.1 21.6 -- --
Reliance Small Cap - Direct (G) Not Ranked
207.84 5.6 10.6 12.5 12.8 23.4 47.3 --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.27 7.5 12.7 20.7 12.7 21.1 -- --
SBI Emerging Busi (G) Rank 4
1,532.14 6.5 7.3 17.2 12.6 16.1 25.5 17.0
Birla SL Pure Value - Direct (G) Not Ranked
62.04 8.8 12.7 19.9 12.6 17.8 40.6 --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
202.69 9.0 17.7 26.2 12.4 -- -- --
Franklin India Prima Fund (G) Rank 2
3,604.21 5.9 12.0 20.3 12.4 22.8 35.3 22.5
HDFC MidCap Opportunities (G) Rank 3
9,771.58 8.0 13.9 20.7 12.1 21.4 36.3 20.8
SBI Magnum Midcap Fund - Direct (G) Not Ranked
208.39 5.0 10.6 18.4 12.1 27.4 42.0 --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.73 9.3 14.6 19.2 11.8 -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
85.42 5.8 17.0 22.4 11.7 23.7 38.3 --
Reliance Small Cap Fund (G) Rank 2
1,830.94 5.5 10.3 11.9 11.7 22.3 46.0 23.0
Kotak Mid-Cap Fund - Regular(G) Not Ranked
362.67 7.0 12.0 21.5 11.7 23.4 35.2 18.3
Birla SL Pure Value Fund (G) Rank 3
378.00 8.7 12.4 19.4 11.6 16.7 39.4 20.7
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
160.51 9.3 14.5 19.0 11.5 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
4.59 7.1 12.2 21.1 10.9 14.9 30.5 --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,809.77 5.8 16.8 22.0 10.9 22.9 37.4 18.1
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.21 6.3 11.6 18.5 10.8 18.2 -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.46 9.3 14.6 19.2 10.8 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
1,680.82 4.9 10.3 17.7 10.8 26.1 40.8 23.7
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.16 9.3 14.6 19.2 10.7 -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
157.34 5.5 6.9 12.6 10.4 31.4 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
232.40 9.3 14.5 19.0 10.4 -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
194.62 6.3 11.6 18.3 10.3 17.7 -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
128.14 9.3 14.4 19.0 10.3 -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
148.27 6.5 13.0 19.9 9.6 24.3 37.3 --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 6.5 13.0 19.9 9.6 24.2 37.2 19.7
Motilal MOSt Shares Midcap 100 ETF Not Ranked
36.76 8.2 10.7 18.7 9.6 16.7 28.2 13.4
L&T Midcap Fund -Direct (G) Not Ranked
20.58 6.5 15.1 16.3 9.3 23.0 38.5 --
Sundaram Select Midcap -RP (G) Rank 3
3,343.68 6.5 12.9 19.7 9.3 23.7 36.6 19.3
Sahara Midcap Fund (G) Not Ranked
3.28 7.0 11.7 20.1 9.3 13.9 29.7 14.2
Axis Small Cap Fund - Direct (G) Not Ranked
6.31 4.4 8.5 13.2 9.0 20.1 -- --
SBI Small & Midcap Fund (G) Not Ranked
596.16 5.4 6.6 11.8 8.8 29.6 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
42.73 7.9 13.3 18.0 8.8 22.7 34.4 --
Templeton (I) Equity Income - Dir (G) Not Ranked
21.79 8.2 10.7 19.5 8.5 11.1 19.1 --
L&T Midcap Fund (G) Rank 3
402.71 6.4 14.9 15.9 8.5 22.0 37.5 20.4
Reliance Mid & Small Cap - Direct (G) Not Ranked
80.16 6.7 15.8 17.1 8.3 20.0 37.2 --
HSBC Midcap Equity - Direct (G) Not Ranked
60.54 8.5 15.6 21.2 8.3 21.8 45.0 --
Birla Sun Life Midcap Fund (G) Rank 3
1,515.76 7.8 13.1 17.5 8.0 21.7 33.3 17.3
Not Ranked
1.26 6.9 15.4 15.1 8.0 19.5 29.4 --
Axis Small Cap Fund - Regular (G) Not Ranked
312.62 4.2 8.2 12.6 7.8 18.7 -- --
Templeton (I) Equity Income (G) Not Ranked
866.80 8.2 10.5 19.1 7.8 10.4 18.5 12.3
UTI Mid Cap - Direct (G) Not Ranked
183.33 5.6 11.0 18.3 7.6 23.1 41.1 --
HSBC Midcap Equity Fund (G) Not Ranked
319.38 8.4 15.4 20.8 7.5 20.9 44.0 17.1
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
436.49 6.6 13.2 16.7 7.4 27.4 -- --
Reliance Mid & Small Cap Fund (G) Rank 5
2,036.94 6.6 15.5 16.5 7.4 19.1 36.1 18.6
Not Ranked
48.50 6.8 15.2 14.6 7.2 18.7 28.6 --
Can Robeco Emer-Equities-Direct (G) Not Ranked
115.72 6.7 12.3 16.0 7.0 24.2 43.1 --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.66 6.1 12.8 20.8 6.8 -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.71 6.0 12.8 20.8 6.8 -- -- --
UTI Mid Cap (G) Rank 3
3,086.82 5.5 10.8 17.8 6.6 22.0 40.1 21.5
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
62.27 6.1 10.4 17.6 6.5 22.2 35.4 --
Sundaram Small Cap - Series IV-RP-G Not Ranked
39.64 6.0 12.7 20.5 6.4 -- -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
37.54 6.0 12.7 20.6 6.4 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
52.60 7.5 14.0 16.7 6.2 24.8 43.8 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 7.5 14.0 16.7 6.2 24.8 43.7 20.1
Motilal Focused Midcap 30 - RP (G) Not Ranked
598.86 6.5 12.9 15.9 6.1 25.8 -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.14 6.1 12.9 20.7 6.0 -- -- --
Can Robeco Emerg-Equities (G) Rank 2
903.66 6.6 12.0 15.4 5.9 23.1 41.9 22.7
Sundaram SMILE Fund (G) Rank 4
1,068.63 7.4 13.9 16.5 5.8 24.2 43.0 19.4
Sundaram Small Cap - Series II-RP-G Not Ranked
59.74 6.1 12.8 20.5 5.6 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
531.46 6.9 10.6 15.9 5.6 18.0 29.6 --
Taurus Discovery Fund -Direct (G) Not Ranked
0.87 8.5 14.9 19.1 5.0 19.7 32.6 --
BNP Paribas Mid Cap Fund (G) Rank 3
500.27 5.9 10.0 16.7 5.0 20.6 33.8 22.3
IDFC Premier Equity - Regular (G) Rank 4
5,493.71 6.8 10.4 15.5 4.9 17.2 28.7 18.4
IDFC Premier Equity - B (G) Not Ranked
17.29 6.8 10.4 15.5 4.9 17.3 28.8 18.4
LIC NOMURA MF Midcap Fund - Direct (G) Not Ranked
34.03 6.8 11.8 19.4 4.8 -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.29 4.2 7.9 14.3 4.6 12.9 22.4 --
SBI Magnum Global Fund - Direct (G) Not Ranked
266.35 4.4 7.0 13.3 4.6 19.6 30.3 --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
13.00 6.3 11.4 15.7 4.4 22.3 37.1 --
Union KBC Small & Mid Cap -DP (G) Not Ranked
6.89 6.3 11.3 15.9 4.4 13.2 -- --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.51 7.1 12.2 16.4 4.3 -- -- --
Taurus Discovery Fund (G) Not Ranked
31.69 8.5 14.7 18.6 4.1 18.9 31.9 17.6
Sahara Wealth Plus - VPO (G) Not Ranked
7.82 4.1 7.8 14.0 4.1 12.4 22.0 13.8
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
38.73 7.0 12.2 16.2 4.1 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
382.41 4.5 7.6 13.0 4.0 27.6 34.5 --
JPMorgan (I) Mid and Small Cap (G) Rank 2
570.40 6.2 11.3 15.4 3.9 21.1 35.8 20.9
LIC NOMURA MF Midcap Fund - Regular (G) Not Ranked
45.01 6.8 11.4 18.6 3.8 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
81.81 6.7 12.5 14.7 3.6 15.3 26.5 --
SBI Magnum Global Fund (G) Rank 3
2,461.99 4.3 6.7 12.7 3.5 18.5 29.3 18.7
Union KBC Small & Mid Cap -RP (G) Not Ranked
150.93 6.2 11.0 15.2 3.2 12.1 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
80.23 6.8 11.9 17.4 3.1 16.8 39.5 --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,182.78 6.7 12.2 14.3 2.9 14.4 25.5 14.5
Birla Sun Life MNC Fund (G) Rank 2
2,910.13 4.4 7.3 12.3 2.8 26.2 33.2 22.1
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 4.0 7.3 13.0 2.3 10.9 20.5 --
ICICI Pru MidCap Fund (G) Rank 4
1,042.87 6.7 11.6 16.9 2.2 15.8 38.4 18.0
Tata Mid Cap Growth - Direct (G) Not Ranked
20.80 6.0 9.3 12.6 2.2 19.9 36.3 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.37 4.0 7.2 12.8 2.0 10.6 20.2 12.5
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.38 6.6 10.3 14.2 1.7 27.3 -- --
Birla SL Buy India -Direct (G) Not Ranked
1.62 -6.5 -0.2 -8.3 1.7 36.5 24.8 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.40 6.6 10.3 14.1 1.7 27.3 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.79 6.6 10.3 14.2 1.7 27.5 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
65.60 6.5 10.1 14.0 1.4 26.2 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.52 6.7 10.3 14.1 1.4 27.9 -- --
Tata Mid Cap Growth Fund (G) Rank 3
528.00 5.9 9.1 12.2 1.4 18.9 35.2 19.4
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
97.60 6.6 10.2 14.0 1.3 26.2 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
52.27 6.6 10.2 14.0 1.3 26.1 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
39.74 6.6 10.2 13.9 1.1 26.7 -- --
Birla Sun Life Buy India (G) Not Ranked
21.36 -6.5 -0.4 -8.6 1.0 35.7 24.0 18.4
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.07 8.1 10.9 13.0 0.7 15.2 -- --
Can Robeco India Opport. - DP-(G) Not Ranked
11.76 6.1 11.0 12.1 0.4 -- -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
143.56 8.0 10.8 12.8 0.2 14.7 -- --
Can Robeco India Opport. - RP-(G) Not Ranked
98.07 6.1 11.0 11.9 0.2 -- -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
57.04 5.8 8.0 11.8 -3.0 15.6 31.8 --
Axis Mid Cap Fund (G) Rank 5
1,159.26 5.7 7.7 11.1 -4.2 14.1 30.0 19.3
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
94.45 7.9 15.4 19.1 -- -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
2.99 7.9 15.6 19.0 -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.15 7.9 15.6 19.0 -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
36.07 7.9 15.4 19.4 -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.43 7.9 15.6 19.5 -- -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
55.63 7.9 15.4 19.1 -- -- -- --
CATEGORY AVERAGE 6.5 12.0 17.1 7.3 16.1 20.1 10.9

Note : Returns have been calculated based on NAV's as on Jul 27, 2016 & Index values as on Jul 27, 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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