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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 20, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Mid & Small Cap Fund (G) Rank 3
2,417.62 5.9 13.4 5.8 33.0 12.7 28.7 23.3
L&T Emerging Businesses Fund-DP (G) Not Ranked
41.52 8.9 20.6 16.1 50.8 24.2 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
492.49 8.8 20.4 15.7 49.7 23.3 -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
61.04 10.2 22.0 13.8 46.3 24.4 35.1 --
Birla SL Small and Midcap Fund (G) Not Ranked
422.72 10.1 21.7 13.3 45.0 23.3 33.9 25.3
Reliance Small Cap - Direct (G) Rank 2
358.56 10.4 19.1 15.9 44.8 24.0 40.0 --
Sponsored Advt.
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,719.48 7.2 15.2 10.7 38.7 17.8 31.0 23.9
Sahara Midcap Fund - Direct (G) Not Ranked
5.20 6.4 14.1 14.6 43.3 20.8 28.2 --
L&T Midcap Fund -Direct (G) Rank 1
43.50 7.8 17.6 14.2 43.1 20.3 35.3 --
Reliance Small Cap Fund (G) Rank 2
2,626.97 10.3 18.8 15.2 43.2 22.7 38.6 31.6
L&T Midcap Fund (G) Rank 1
564.73 7.7 17.3 13.7 41.9 19.3 34.2 26.7
Mirae Emerging Bluechip -Direct (G) Rank 1
419.57 5.4 17.7 11.9 41.7 23.3 37.0 --
Sahara Midcap Fund (G) Not Ranked
3.87 6.2 13.5 13.5 40.6 18.9 26.8 21.4
Mirae Emerging Bluechip Fund (G) Rank 1
2,785.30 5.3 17.5 11.5 40.6 22.2 35.8 30.3
DSP-BR Small & Mid Cap -Direct (G) Rank 3
206.69 7.3 15.5 11.2 39.9 18.6 31.9 --
Can Robeco Emer-Equities-Direct (G) Rank 3
171.05 8.0 20.5 13.9 39.6 19.9 38.2 --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.86 7.8 16.1 8.2 39.1 20.5 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,719.48 7.2 15.2 10.7 38.7 17.8 31.0 23.9
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.62 8.9 19.3 13.8 39.6 20.5 -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
14.54 8.8 19.0 13.7 39.4 19.7 -- --
IDFC Sterling Equity - Direct (G) Rank 5
93.00 8.7 21.9 15.7 38.3 13.2 26.8 --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.16 6.6 18.8 8.7 38.2 -- -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.72 8.8 19.0 13.6 39.2 19.1 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
187.24 8.9 19.2 13.6 39.1 19.9 -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
57.44 7.7 16.0 7.7 38.0 19.3 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
275.08 8.7 18.9 13.5 38.9 19.2 -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
9.46 7.3 15.6 7.2 37.9 18.8 -- --
Can Robeco Emerg-Equities (G) Rank 3
1,301.40 7.8 20.1 13.2 37.9 18.6 36.9 28.2
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.56 7.4 15.7 7.1 37.8 19.3 -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
151.63 8.8 18.9 13.4 38.7 18.6 -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
138.19 7.3 15.5 6.9 37.3 18.3 -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
268.95 7.4 15.7 7.0 37.2 18.8 -- --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,178.41 8.6 21.5 15.1 37.1 12.3 25.7 19.4
DSP-BR Micro Cap Fund - Direct (G) Rank 1
708.37 6.3 14.7 9.7 37.0 21.2 43.2 --
Birla SL Pure Value - Direct (G) Rank 3
166.31 6.0 17.0 10.8 36.9 19.7 32.4 --
Kotak Emerging Equity - Direct (G) Rank 2
73.04 5.4 16.6 11.4 36.6 19.7 37.1 --
Sahara Star Value Fund -Direct (G) Not Ranked
0.07 7.9 16.0 13.0 36.5 18.1 25.1 --
ICICI Pru MidCap Fund - Direct (G) Rank 3
89.43 6.7 17.8 11.9 36.5 14.3 29.9 --
Sahara Star Value Fund (G) Not Ranked
0.57 7.9 16.0 12.9 36.5 18.6 22.5 16.1
HDFC MidCap Opport.- Direct (G) Rank 2
1,605.39 4.7 14.8 9.3 36.5 17.7 30.6 --
Sundaram SMILE Fund -Direct (G) Rank 4
59.36 9.9 21.2 11.5 37.7 14.4 37.3 --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
112.22 9.8 18.6 13.7 37.8 -- -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.84 5.3 14.4 7.8 37.1 -- -- --
Sundaram SMILE Fund - IP (G) Rank 4
0.02 9.9 21.2 11.5 37.7 14.4 37.3 26.1
DSP-BR Micro Cap Fund - RP (G) Rank 1
4,258.41 6.2 14.5 9.4 36.1 20.4 42.2 30.6
Sundaram Small Cap - Series III-DP-G Not Ranked
0.88 5.4 14.4 7.8 37.0 15.9 -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
66.11 9.8 18.6 13.6 37.7 -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
3.57 9.8 18.7 13.9 37.7 -- -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
236.55 6.5 18.4 7.9 36.0 -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.56 9.8 18.7 13.8 37.7 -- -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.42 5.4 14.4 7.6 36.8 14.5 -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.70 9.6 18.4 14.0 37.3 -- -- --
Sundaram SMILE Fund (G) Rank 4
1,045.83 9.8 21.0 11.2 37.3 14.0 36.6 25.5
Birla SL Pure Value Fund (G) Rank 3
688.82 5.9 16.7 10.2 35.6 18.6 31.2 26.7
Sundaram Small Cap - Series III-RP-G Not Ranked
46.56 5.4 14.3 7.6 36.5 15.4 -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
49.21 5.3 14.3 7.6 36.6 -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
42.72 9.5 18.2 13.8 37.1 -- -- --
Sundaram Small Cap - Series II-RP-G Not Ranked
74.03 5.4 14.3 7.4 36.3 14.0 -- --
HDFC MidCap Opportunities (G) Rank 2
12,753.08 4.6 14.5 8.8 35.3 16.6 29.4 24.9
ICICI Pru MidCap Fund (G) Rank 3
1,064.62 6.6 17.5 11.4 35.2 13.3 28.7 23.5
Taurus Discovery Fund -Direct (G) Not Ranked
0.47 7.7 18.2 10.4 35.1 14.7 28.9 --
Birla SL Midcap Fund -Direct (G) Rank 3
72.41 6.8 17.6 9.5 34.9 17.2 31.1 --
Sundaram Select Midcap -Direct (G) Rank 2
366.07 6.6 14.6 8.4 35.6 18.4 32.9 --
Sundaram Select Midcap -IP (D) Rank 2
0.21 6.6 14.6 8.4 35.5 18.3 32.8 26.2
Kotak Emerging Equity - Regular (G) Rank 2
1,329.58 5.2 16.3 10.6 34.6 17.9 35.3 25.3
Taurus Discovery Fund (G) Not Ranked
39.60 7.7 18.1 10.2 34.5 13.9 28.2 23.5
Sundaram Select Midcap -RP (G) Rank 2
4,246.28 6.5 14.4 8.2 35.1 17.9 32.2 25.8
Kotak Mid-Cap Fund - Direct (G) Rank 3
13.54 6.3 16.9 10.8 34.0 20.0 33.0 --
Birla Sun Life Midcap Fund (G) Rank 3
1,810.60 6.7 17.3 9.0 33.7 16.2 30.0 22.6
Franklin (I) Smaller Co -Direct (G) Rank 2
862.32 6.9 15.1 8.9 32.9 19.3 35.1 --
ICICI Pru MidCap Fund - Inst. I Rank 3
0.39 -- -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.36 9.1 16.5 8.9 33.0 17.6 -- --
Reliance Mid & Small Cap - Direct (G) Rank 3
152.20 6.0 13.6 6.3 34.2 13.7 29.9 --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
25.82 5.0 17.8 11.0 32.7 17.2 26.3 19.0
HSBC Midcap Equity - Direct (G) Not Ranked
71.07 5.4 15.7 8.3 32.7 16.0 30.3 --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
204.63 9.0 16.5 8.8 32.5 17.1 -- --
Kotak Mid-Cap Fund - Regular(G) Rank 3
533.57 6.2 16.4 9.8 31.9 18.1 31.2 23.2
HSBC Midcap Equity Fund (G) Not Ranked
329.75 5.3 15.5 8.0 31.8 15.2 29.3 21.5
Franklin (I) Smaller Cos (G) Rank 2
3,838.74 6.7 14.7 8.2 31.3 17.7 33.3 30.7
Reliance Mid & Small Cap Fund (G) Rank 3
2,417.62 5.9 13.4 5.8 33.0 12.7 28.7 23.3
Franklin (I) Prima - Direct (G) Rank 3
517.61 5.8 16.5 10.0 31.8 17.3 31.6 --
Invesco India Mid N Small-DP (G) Not Ranked
28.07 7.0 17.4 10.8 31.0 13.7 28.7 --
Invesco India Mid Cap-Direct (G) Not Ranked
5.05 7.1 17.3 10.6 30.9 13.9 29.8 --
Franklin India Prima Fund (G) Rank 3
4,457.05 5.7 16.2 9.5 30.5 16.0 30.1 26.7
SBI Small & Midcap Fund -Direct (G) Not Ranked
131.48 6.5 16.6 11.7 31.3 20.3 41.2 --
SBI Small & Midcap Fund (G) Not Ranked
543.20 6.4 16.3 11.1 29.8 18.7 39.4 --
Invesco India Mid N SmallCap (G) Not Ranked
420.06 6.9 16.9 9.8 28.8 11.7 26.7 24.4
Invesco India Mid Cap (G) Not Ranked
145.39 6.9 16.8 9.6 28.7 11.9 27.5 24.0
Motilal Focused Midcap 30 - DP (G) Not Ranked
493.73 7.4 15.9 7.5 28.7 16.6 35.5 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
6.34 6.1 15.9 7.1 28.6 14.8 -- --
BNP Paribas Mid Cap Fund -Dir (G) Rank 4
91.56 7.8 17.2 11.1 28.5 16.4 31.3 --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
3.30 5.7 12.9 4.1 28.4 16.4 -- --
Tata Mid Cap Growth - Direct (G) Rank 4
22.60 7.0 16.8 10.9 28.9 11.7 31.1 --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
44.53 6.1 15.8 7.0 28.3 14.5 -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
269.67 5.6 12.9 4.0 28.0 16.0 -- --
Tata Mid Cap Growth Fund (G) Rank 4
537.77 6.9 16.7 10.5 28.2 10.9 30.1 24.2
Motilal Focused Midcap 30 - RP (G) Not Ranked
747.85 7.2 15.5 6.8 27.1 15.1 33.9 --
BNP Paribas Mid Cap Fund (G) Rank 4
623.45 7.7 16.8 10.3 26.7 14.8 29.6 25.5
Edelweiss M&S CP-DP (G) Rank 3
14.01 6.4 15.2 7.5 26.2 12.7 31.4 --
Edelweiss M&S CP (G) Rank 3
451.71 6.3 15.1 7.2 25.5 12.0 30.2 25.6
UTI Mid Cap - Direct (G) Rank 3
268.35 5.5 14.2 5.0 26.3 12.2 30.0 --
Templeton (I) Equity Income - Dir (G) Not Ranked
27.75 2.5 10.7 5.6 24.9 10.0 18.6 --
UTI Mid Cap (G) Rank 3
3,375.48 5.4 13.9 4.5 25.1 11.2 28.9 25.6
Templeton (I) Equity Income (G) Not Ranked
912.38 2.4 10.5 5.3 24.1 9.3 17.9 15.9
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 3.6 13.8 8.9 24.0 11.6 20.0 --
Axis Small Cap Fund - Direct (G) Not Ranked
7.20 5.0 12.5 7.4 23.7 13.2 29.5 --
Sahara Wealth Plus - VPO (G) Not Ranked
8.56 3.5 13.6 8.7 23.4 11.1 19.4 18.5
SBI Magnum Midcap Fund - Direct (G) Rank 3
422.13 4.4 12.5 5.9 23.2 15.9 31.0 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.96 6.9 15.3 6.8 22.8 8.7 -- --
Can Robeco India Opport. - RP-(G) Not Ranked
107.84 6.8 15.1 6.6 22.5 8.3 -- --
Axis Small Cap Fund (G) Not Ranked
354.31 4.9 12.2 6.8 22.3 12.0 28.0 --
Union Small & Mid Cap -DP (G) Not Ranked
7.96 7.0 14.4 6.8 22.3 8.3 -- --
SBI Magnum Midcap Fund (G) Rank 3
2,879.56 4.3 12.2 5.3 21.8 14.6 29.7 27.8
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.34 9.8 14.0 7.5 21.4 10.2 36.4 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.49 9.8 14.0 7.4 21.3 10.1 36.0 --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.65 9.8 13.9 7.3 21.3 10.5 36.9 --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 3.4 13.1 7.6 21.1 9.1 17.7 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.50 9.7 13.9 7.4 21.2 10.2 36.3 --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
101.45 9.8 13.9 7.4 21.0 9.6 35.2 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.44 3.3 13.0 7.5 20.8 8.8 17.4 16.9
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.85 9.7 13.8 7.2 20.8 10.0 35.7 --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.67 9.8 13.9 7.2 20.9 9.6 34.8 --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.73 9.7 13.8 7.2 20.8 9.7 35.1 --
IDFC Premier Equity - B (G) Rank 5
8.09 5.1 8.6 1.4 20.4 4.5 23.5 18.4
Union Small & Mid Cap -RP (G) Not Ranked
193.54 6.9 14.2 6.3 21.0 7.1 -- --
IDFC Premier Equity - Direct (G) Rank 5
527.58 5.1 13.6 6.2 18.9 7.7 22.6 --
IDFC Premier Equity - Regular (G) Rank 5
5,234.04 5.1 13.4 5.8 18.0 6.9 21.7 19.9
SBI Emerging Businesses -Direct (G) Rank 4
153.28 3.7 11.6 3.7 16.7 10.2 22.8 --
Axis Mid Cap Fund - Direct (G) Rank 5
60.21 3.9 12.6 3.5 15.9 6.8 23.0 --
SBI Emerging Busi (G) Rank 4
1,630.28 3.7 11.3 3.2 15.7 9.3 21.8 17.8
Axis Mid Cap Fund (G) Rank 5
1,106.58 3.8 12.4 3.0 14.6 5.5 21.5 21.2
SBI Magnum Global Fund - Direct (G) Rank 4
229.43 3.8 10.0 0.6 12.2 6.1 23.0 --
SBI Magnum Global Fund (G) Rank 4
2,713.09 3.7 9.8 0.1 11.2 5.1 21.9 20.4
Birla SL MNC Fund -Direct (G) Rank 4
289.82 4.2 9.5 3.2 11.3 4.5 29.1 --
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.05 -11.2 -1.3 17.2 11.3 11.7 25.4 --
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
2,844.89 4.1 9.3 2.7 10.0 3.3 27.7 21.7
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
IDBI Midcap Fund - DP (G) Not Ranked
1.96 3.5 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-RP-G Not Ranked
18.07 6.3 -- -- -- -- -- --
IDBI Midcap Fund - RP (G) Not Ranked
149.52 3.2 -- -- -- -- -- --
DSP-BR Micro Cap Fund - IP (G) Rank 1
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
0.99 6.2 10.5 -- -- -- -- --
DSP-BR Small & MidCap - IP (G) Rank 3
0.27 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 14-RP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 14-DP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-DP-G Not Ranked
1.11 6.5 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
38.66 6.1 10.4 -- -- -- -- --
CATEGORY AVERAGE 6.0 14.0 8.0 27.8 12.5 19.4 13.3

Note : Returns have been calculated based on NAV's as on Apr 20, 2017 & Index values as on Apr 20, 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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