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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 Dec 18, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.17 -1.1 7.2 35.2 115.7 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
87.50 -1.2 6.7 34.1 112.2 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
11.62 0.6 9.2 32.3 110.1 36.2 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 0.7 9.2 32.3 109.7 37.7 40.1 16.8
Sundaram SMILE Fund (G) Rank 3
489.08 0.6 8.9 31.7 108.3 37.1 39.3 16.1
SBI Small & Midcap Fund -Direct (G) Not Ranked
13.03 3.9 9.9 41.4 106.1 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
31.73 2.2 6.4 15.2 105.8 42.7 -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
37.36 -1.0 8.1 34.3 104.7 41.7 -- --
Birla SL Pure Value Fund (G) Rank 3
229.67 2.1 6.2 14.7 104.3 43.4 39.2 21.4
SBI Small & Midcap Fund (G) Not Ranked
83.42 3.8 9.5 40.6 104.1 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,158.70 -1.1 7.9 33.9 103.4 41.2 41.0 24.9
Reliance Small Cap - Direct (G) Not Ranked
66.73 -0.6 3.8 28.2 103.2 46.0 -- --
Reliance Small Cap Fund (G) Rank 1
864.91 -0.7 3.6 27.7 101.5 45.4 44.4 --
Can Robeco Emer-Equities-Direct (G) Not Ranked
6.50 1.2 8.3 30.0 101.2 39.6 -- --
Can Robeco Emerg-Equities (G) Rank 1
95.40 1.2 8.0 29.4 99.6 40.0 42.9 25.0
UTI Mid Cap - Direct (G) Not Ranked
45.29 -1.9 5.4 32.4 92.6 42.0 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
36.48 -1.1 5.9 24.6 91.9 38.4 -- --
UTI Mid Cap (G) Rank 1
1,315.91 -2.0 5.2 31.8 91.2 42.4 41.8 22.1
ICICI Pru MidCap Fund (G) Rank 3
674.40 -1.1 5.7 24.1 90.3 38.2 39.8 18.0
HSBC Midcap Equity - Direct (G) Not Ranked
41.21 -0.1 3.4 20.6 89.9 29.3 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
84.68 0.3 6.1 29.0 88.9 43.8 -- --
HSBC Midcap Equity Fund (G) Rank 3
174.75 -0.2 3.2 20.2 88.5 30.4 36.2 10.8
Kotak Emerging Equity -Direct (G) Not Ranked
0.99 0.8 9.6 30.9 87.5 30.1 -- --
Franklin (I) Smaller Cos (G) Rank 1
987.80 0.1 5.6 28.1 87.1 44.4 45.9 23.4
Kotak Emerging Equity (G) Rank 3
118.80 0.7 9.4 30.4 86.0 31.0 36.1 18.1
Reliance Long Term Eqty -Direct (G) Not Ranked
22.89 0.1 4.7 25.0 85.9 34.1 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
24.01 0.9 6.6 27.8 85.7 39.4 -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
4.49 -0.2 9.6 23.9 85.6 37.1 -- --
L&T Midcap Fund -Direct (G) Not Ranked
3.75 -0.3 6.0 24.9 84.5 35.7 -- --
Reliance Long Term Equity (G) Rank 3
1,492.24 -- 4.6 24.4 84.4 34.1 36.4 18.9
Mirae Emerging Bluechip Fund (G) Rank 2
425.33 0.8 6.4 27.2 83.8 39.7 41.3 --
JPMorgan (I) Smaller Co. (G) Rank 3
199.08 -0.3 9.1 23.0 83.4 37.7 39.6 21.9
L&T Midcap Fund (G) Rank 2
212.40 -0.4 5.8 24.4 83.0 36.4 36.0 17.7
Axis Small Cap Fund - Direct (G) Not Ranked
5.00 0.5 4.7 22.4 82.2 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
3.98 -1.0 6.9 26.2 81.3 36.0 -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
4.96 -1.2 8.0 27.1 81.1 35.0 -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.14 1.1 7.9 26.6 80.6 34.7 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
22.54 1.4 6.3 22.2 80.6 33.2 -- --
Principal Emerging Bluechip(G) Rank 2
348.92 -1.3 7.8 26.7 80.1 35.8 41.7 18.3
Axis Small Cap Fund - Regular (G) Not Ranked
256.01 0.4 4.4 21.8 80.0 -- -- --
Tata Mid Cap Growth Fund (G) Rank 2
277.94 -1.0 6.7 25.6 79.9 36.0 36.4 18.9
Religare Invesco Mid Cap (G) Not Ranked
72.87 0.9 7.4 25.6 78.1 35.4 37.4 22.8
Axis Mid Cap Fund (G) Rank 3
575.18 1.3 6.0 21.4 77.6 33.2 39.1 --
Sundaram Select Midcap -Direct (G) Not Ranked
60.94 -0.8 4.9 22.7 77.2 31.8 -- --
Franklin (I) Prima - Direct (G) Not Ranked
85.21 0.9 8.0 26.3 77.1 35.9 -- --
Sundaram Select Midcap -IP (D) Not Ranked
1.07 -0.7 4.9 22.7 76.8 33.0 34.5 19.0
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 -0.5 2.2 18.8 75.9 33.7 -- --
Sundaram Select Midcap -RP (G) Rank 4
2,257.85 -0.8 4.6 22.2 75.7 32.7 34.1 18.3
Religare Invesco Mid N Small-DP (G) Not Ranked
12.17 1.0 7.6 25.6 75.6 35.9 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 -0.2 7.0 22.5 75.5 36.5 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
3.65 -0.4 6.8 26.2 75.2 26.1 -- --
Franklin India Prima Fund (G) Rank 3
2,024.54 0.8 7.6 25.4 75.2 36.1 38.4 20.6
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 -0.6 2.0 18.3 74.5 34.9 38.0 21.7
HDFC MidCap Opportunities (G) Rank 3
6,209.50 -0.2 6.8 22.0 74.3 36.7 37.4 23.6
Kotak Mid-Cap Fund (G) Rank 4
289.63 -0.5 6.6 25.7 73.8 26.2 33.0 18.2
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
34.87 1.1 5.7 22.7 73.7 28.6 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
19.41 2.3 8.6 21.5 73.6 28.1 -- --
Religare Invesco Mid N SmallCap (G) Rank 3
219.17 0.9 7.2 24.8 73.4 36.6 39.3 24.9
Sahara Star Value Fund -Direct (G) Not Ranked
0.75 -7.5 -8.6 0.8 73.0 22.6 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,368.84 1.1 5.5 22.2 72.5 29.5 34.0 19.0
Birla SL MNC Fund -Direct (G) Not Ranked
18.30 2.5 12.8 33.2 72.1 35.1 -- --
Birla Sun Life Midcap Fund (G) Rank 5
1,278.99 2.2 8.3 20.9 72.1 28.7 30.6 14.1
Birla Sun Life MNC Fund (G) Rank 4
658.41 2.4 12.5 32.5 70.8 35.3 37.2 24.7
SBI Midcap Fund - Direct (G) Not Ranked
56.85 0.1 6.7 27.9 70.7 35.4 -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
1.99 1.5 6.0 18.1 70.2 29.6 -- --
SBI Magnum Midcap Fund (G) Rank 2
521.46 0.1 6.5 27.4 69.6 37.0 40.6 19.5
Birla SL Small and Midcap Fund (G) Rank 4
124.34 1.4 5.7 17.5 68.5 30.3 30.6 16.1
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
2.53 -0.7 4.7 20.5 67.6 32.1 -- --
BNP Paribas Mid Cap Fund (G) Rank 2
177.80 -0.8 4.4 19.8 66.0 33.3 38.7 22.3
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.16 -2.1 3.5 20.5 64.2 24.8 -- --
Taurus Discovery Fund (G) Not Ranked
27.85 -2.1 3.4 20.3 63.6 24.7 33.4 14.0
IDFC Premier Equity - Direct (G) Not Ranked
398.22 0.9 6.0 24.5 61.7 28.4 -- --
Birla SL Buy India -Direct (G) Not Ranked
0.98 2.2 7.2 28.7 61.5 28.9 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
37.23 -2.2 4.0 23.5 61.4 -- -- --
IDFC Premier Equity - B (G) Not Ranked
52.00 0.8 5.8 24.0 60.7 28.4 32.0 21.3
Sahara Midcap Fund - Direct (G) Not Ranked
6.06 -3.4 -4.3 13.6 60.7 26.0 -- --
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 0.8 5.7 23.9 60.6 28.3 31.9 21.2
Sahara Midcap Fund (G) Not Ranked
4.44 -3.5 -4.4 13.6 60.6 27.4 29.4 15.6
Birla Sun Life Buy India (G) Not Ranked
43.00 2.1 7.1 28.4 60.6 29.0 33.8 18.3
Sahara Star Value Fund (G) Not Ranked
1.83 -7.5 -8.5 0.4 60.5 20.0 22.2 10.3
SBI Magnum Global Fund (G) Rank 3
1,273.97 -2.2 3.8 23.2 60.4 32.0 33.6 19.8
SBI Emerging Businesses -Direct (G) Not Ranked
94.69 0.4 4.8 22.5 58.7 18.7 -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
243.02 -1.2 3.1 14.3 58.1 20.6 26.4 --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
SBI Emerging Busi (G) Rank 5
1,415.80 0.3 4.6 22.1 57.6 20.4 30.8 22.7
IDFC Sterling Equity - Direct (G) Not Ranked
70.46 -1.0 2.6 20.8 55.1 24.7 -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,549.83 -1.0 2.3 20.2 53.6 24.6 30.6 18.3
Edelweiss Select Midcap -Direct (G) Not Ranked
0.29 -1.5 4.8 19.1 52.6 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
15.56 -1.5 4.8 18.9 52.0 27.0 29.0 --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.16 -0.1 5.0 15.1 51.6 18.6 -- --
Sundaram Equity Multiplier (G) Rank 4
120.24 -0.2 4.8 14.7 50.3 19.0 23.3 10.5
Sundaram Rural India -Direct (G) Not Ranked
0.15 -2.3 2.8 16.3 46.4 17.5 -- --
Sundaram Rural India Fund (G) Rank 4
124.35 -2.3 2.6 15.9 45.3 18.5 23.3 12.6
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.23 -2.2 1.1 13.9 44.1 36.4 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.56 -2.3 1.0 13.7 43.7 25.5 27.6 15.8
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 -2.3 0.8 13.3 42.6 35.8 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.69 -2.3 0.7 13.2 42.3 24.3 26.4 14.8
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
9.75 -3.4 1.8 14.4 39.3 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
106.78 -3.3 1.8 14.3 38.7 -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
2.13 -2.1 4.2 15.5 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.33 -0.6 7.7 36.5 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
54.20 -2.2 4.1 15.5 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
35.26 -0.7 7.3 35.3 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.19 -0.7 7.2 34.4 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
45.71 -0.9 6.8 33.3 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.04 -1.0 7.1 35.2 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
21.00 -0.2 3.1 17.6 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
261.17 -0.3 2.9 17.2 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.82 0.3 2.8 13.6 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
161.93 0.2 2.6 13.4 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.29 0.1 4.7 20.8 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
40.83 -2.6 7.8 -- -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
81.44 1.5 9.5 26.8 -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
1.46 -2.4 8.4 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
197.09 0.1 4.6 20.5 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
57.01 -1.2 6.6 34.0 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
34.69 1.6 9.9 27.6 -- -- -- --
CATEGORY AVERAGE -0.3 5.3 22.4 61.9 23.9 13.8 6.6

Note : Returns have been calculated based on NAV's as on Dec 18, 2014 & Index values as on Dec 18, 2014

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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