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YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : Small & Mid Cap
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 Jan 16, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
SBI Small & Midcap Fund -Direct (G) Not Ranked
177.07 6.8 24.8 41.5 76.3 43.5 31.5 --
SBI Small & Midcap Fund (G) Not Ranked
675.76 6.7 24.5 40.8 74.5 41.8 29.9 --
L&T Emerging Businesses Fund-DP (G) Rank 1
522.19 6.1 14.4 20.8 61.4 43.3 27.8 --
Reliance Small Cap - Direct (G) Rank 2
754.13 8.1 19.4 26.9 59.3 40.9 25.7 36.7
L&T Emerging Businesses Fund-RP (G) Rank 1
2,128.51 6.0 14.1 20.3 60.2 42.2 26.9 --
Reliance Small Cap Fund (G) Rank 2
4,636.74 8.0 19.0 26.1 57.4 39.2 24.3 35.5
ABSL Emer. Leaders-Sr 5-DP (G) Not Ranked
1.18 3.5 19.9 27.6 57.6 33.1 -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
7.65 6.5 16.9 20.1 52.7 35.3 26.2 --
ABSL Emer. Leaders-Sr 5-RP (G) Not Ranked
78.07 3.4 19.7 27.2 56.7 32.0 -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
16.50 6.5 16.8 20.0 52.3 35.3 24.2 --
IDFC Sterling Equity - Direct (G) Rank 2
170.87 5.5 12.2 19.2 56.6 35.1 18.3 22.7
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
223.02 6.5 16.8 19.9 52.2 34.8 25.5 --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
4.49 6.8 16.9 20.4 52.3 35.4 -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
3.16 6.9 16.9 20.5 52.4 35.5 -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
4.33 6.5 16.8 20.0 52.0 35.1 24.4 --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
2.16 6.9 17.0 20.5 52.1 35.4 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
329.61 6.5 16.7 19.8 51.7 34.8 23.5 --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
182.14 6.5 16.7 19.7 51.5 34.6 23.7 --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
79.17 6.8 16.5 19.7 50.9 34.7 -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
134.60 6.7 16.4 19.6 50.9 34.7 -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
51.14 6.8 16.6 19.8 50.7 34.6 -- --
IDFC Sterling Equity Fund - RP (G) Rank 2
1,810.28 5.4 11.9 18.5 54.8 33.9 17.3 21.7
Sundaram SMILE Fund -Direct (G) Not Ranked
94.49 6.8 15.9 16.5 50.5 32.0 18.6 27.7
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 6.8 15.9 16.5 50.5 32.0 18.6 28.0
ABSL Pure Value - Direct (G) Rank 3
379.93 7.3 11.4 27.7 53.1 36.9 22.7 31.2
HSBC Midcap Equity - Direct (G) Not Ranked
92.36 7.0 14.3 23.4 52.3 34.6 20.9 26.6
Sundaram SMILE Fund (G) Rank 3
1,262.36 6.8 15.7 16.0 49.4 31.3 18.1 27.4
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
6.35 6.0 17.2 20.8 48.4 28.2 19.0 --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
9.45 6.0 17.2 20.7 48.5 28.3 19.1 --
L&T Midcap Fund -Direct (G) Rank 1
218.23 4.7 9.4 14.8 48.8 35.1 22.9 30.0
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
4.16 6.0 17.2 20.8 48.3 28.2 19.1 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
4.19 6.0 17.1 20.7 48.2 28.1 18.9 --
ABSL Pure Value Fund (G) Rank 3
1,800.80 7.1 11.0 26.8 51.2 35.4 21.4 30.1
HSBC Midcap Equity Fund (G) Not Ranked
473.31 6.9 14.1 22.9 51.1 33.6 20.0 25.9
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
122.28 6.0 17.1 20.4 47.9 27.8 18.4 --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
66.67 6.0 17.1 20.6 47.9 27.8 18.4 --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
49.94 6.0 17.1 20.6 47.7 27.7 18.5 --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
83.95 6.0 17.0 20.5 47.7 27.7 18.3 --
ABSL Small & Midcap -Direct (G) Rank 1
267.41 4.9 11.4 19.2 50.6 38.4 24.8 28.9
Edelweiss M&S CP-DP (G) Not Ranked
18.85 7.1 16.2 23.0 50.1 31.9 20.0 28.9
L&T Midcap Fund (G) Rank 1
1,430.05 4.6 9.1 14.3 47.5 34.0 21.9 29.1
Edelweiss M&S CP (G) Not Ranked
516.97 6.9 15.9 22.5 49.2 31.1 19.1 27.8
ABSL Small and Midcap Fund (G) Rank 1
1,207.36 4.7 11.0 18.4 48.8 37.0 23.7 27.7
Mirae Emerging Bluechip -Direct (G) Rank 2
735.33 4.2 8.5 14.0 44.7 35.2 23.9 31.7
Mirae Emerging Bluechip Fund (G) Rank 2
4,178.32 4.1 8.3 13.6 43.5 34.1 22.8 30.6
ABSL Emer. Leaders-Sr 4-RP (G) Not Ranked
16.61 8.3 10.6 21.6 46.2 35.5 19.6 --
ABSL Emer. Leaders-Sr 4-DP (G) Not Ranked
0.66 8.4 10.6 21.4 46.0 35.7 20.0 --
Can Robeco Emer-Equities-Direct (G) Rank 2
302.56 4.2 8.7 13.9 45.3 32.2 20.7 30.0
ABSL Emer. Leaders-Sr 3-DP (G) Not Ranked
0.75 7.3 8.9 21.0 45.2 35.2 20.5 --
ABSL Emer. Leaders-Sr 3-RP (G) Not Ranked
27.12 7.3 8.9 20.8 45.2 34.7 19.9 --
Union Small & Mid Cap -DP (G) Not Ranked
8.65 6.7 13.3 17.3 40.8 25.3 13.5 --
Tata Mid Cap Growth - Direct (G) Rank 3
32.15 3.9 11.3 15.5 41.6 27.0 16.6 26.0
Union Small & Mid Cap -RP (G) Not Ranked
261.75 6.6 13.0 16.8 39.7 24.0 12.3 --
Reliance Mid & Small Cap - Direct (G) Rank 4
233.58 5.6 12.9 15.0 40.5 28.8 17.1 25.8
SBI Emerging Businesses -Direct (G) Rank 4
213.61 4.0 13.0 17.5 42.1 26.3 15.5 18.4
Taurus Discovery Fund -Direct (G) Not Ranked
0.60 6.1 9.1 15.5 40.8 29.3 17.4 22.1
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
1.23 7.8 17.0 17.2 40.7 -- -- --
Tata Mid Cap Growth Fund (G) Rank 3
650.36 3.8 11.1 15.0 40.4 26.1 15.7 25.1
BNP Paribas Mid Cap Fund -Dir (G) Rank 3
69.67 3.0 7.5 15.5 43.4 28.5 19.2 26.2
Can Robeco Emerg-Equities (G) Rank 2
2,442.21 4.0 8.3 13.1 43.4 30.5 19.4 28.8
Taurus Discovery Fund (G) Not Ranked
48.03 6.1 9.0 15.3 40.3 28.7 16.7 21.5
Invesco India Mid N Small-DP (G) Not Ranked
27.88 5.0 13.1 19.2 43.0 28.4 17.7 26.3
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
47.83 7.7 16.8 16.7 39.7 -- -- --
SBI Emerging Busi (G) Rank 4
1,961.73 3.9 12.7 16.9 40.9 25.2 14.5 17.7
Motilal MOSt Shares Midcap 100 ETF Not Ranked
22.73 6.6 13.2 16.1 39.2 30.0 18.0 20.2
Reliance Mid & Small Cap Fund (G) Rank 4
3,088.94 5.5 12.6 14.4 39.0 27.5 16.1 24.8
ICICI Pru MidCap Fund - Direct (G) Rank 3
136.46 5.6 10.9 18.6 42.1 30.3 16.5 26.3
Invesco India Mid Cap-Direct (G) Not Ranked
6.51 5.2 13.0 18.8 41.9 28.0 17.5 25.8
Kotak Mid-Cap Fund - Direct (G) Rank 3
39.93 4.6 11.1 13.4 39.6 32.1 19.6 24.2
BNP Paribas Mid Cap Fund (G) Rank 3
779.76 2.9 7.1 14.5 41.2 26.6 17.5 24.8
DHFL Pramerica Mid Cap Fund-Sr 1-DP (G) Not Ranked
0.25 1.1 2.9 9.1 41.0 26.5 -- --
SBI Magnum Global Fund - Direct (G) Rank 5
267.00 3.7 15.9 18.4 39.6 22.5 14.0 22.9
UTI Mid Cap - Direct (G) Rank 4
354.25 5.1 11.9 17.4 37.1 26.8 16.2 27.8
Invesco India Mid N SmallCap (G) Not Ranked
503.45 4.8 12.6 18.2 40.6 26.3 15.7 24.5
Sahara Midcap Fund - Direct (G) Not Ranked
5.75 5.8 8.5 15.4 36.7 35.6 19.4 24.4
ICICI Pru MidCap Fund (G) Rank 3
1,277.98 5.5 10.6 17.9 40.5 29.0 15.4 25.4
Franklin (I) Smaller Co -Direct (G) Rank 2
1,357.91 4.8 10.9 16.1 39.9 32.6 20.8 31.4
Kotak Mid-Cap Fund - Regular(G) Rank 3
744.79 4.5 10.7 12.6 37.6 30.1 17.9 22.7
Axis Mid Cap Fund - Direct (G) Rank 4
74.34 2.7 7.6 13.6 39.8 22.1 11.7 21.4
DSP-BR Micro Cap Fund - Direct (G) Rank 3
951.11 6.7 15.6 16.6 39.7 33.6 24.8 33.4
SBI Magnum Global Fund (G) Rank 5
3,155.53 3.6 15.7 17.8 38.3 21.3 12.9 21.9
UTI Mid Cap (G) Rank 4
3,796.34 5.0 11.7 16.9 35.8 25.6 15.2 26.8
Invesco India Mid Cap (G) Not Ranked
174.56 5.0 12.5 17.8 39.5 25.7 15.4 24.0
DSP-BR Micro Cap Fund - RP (G) Rank 3
5,357.24 6.7 15.5 16.4 39.2 32.8 24.0 32.6
Kotak Emerging Equity - Direct (G) Rank 3
220.88 4.1 9.6 13.8 39.0 32.4 20.1 26.0
DHFL Pramerica Mid Cap Fund-Sr 1-RP (G) Not Ranked
22.13 0.9 2.4 8.1 38.6 24.3 -- --
Sundaram Select Midcap -Direct (G) Rank 3
513.77 3.7 8.9 13.7 35.8 30.4 19.5 26.4
Sundaram Select Midcap -IP (D) Not Ranked
0.22 3.7 8.9 13.7 35.8 30.3 19.4 26.3
ABSL Midcap Fund -Direct (G) Rank 3
131.17 3.7 6.8 11.7 38.4 28.1 18.3 24.0
Franklin (I) Smaller Cos (G) Rank 2
5,492.03 4.7 10.5 15.4 38.2 30.9 19.2 30.0
Axis Mid Cap Fund (G) Rank 4
1,214.17 2.6 7.3 12.9 38.2 20.7 10.4 20.0
Sahara Midcap Fund (G) Not Ranked
4.17 5.6 7.9 14.1 33.9 33.0 17.6 23.2
HDFC MidCap Opport.- Direct (G) Rank 3
2,368.35 4.5 10.5 13.3 37.5 31.9 19.0 27.2
Sundaram Select Midcap -RP (G) Rank 3
5,587.07 3.6 8.7 13.3 34.8 29.7 18.9 25.9
Sundaram Small Cap - Series III-DP-G Not Ranked
1.04 4.7 9.3 12.7 34.8 29.3 -- --
Kotak Emerging Equity - Regular (G) Rank 3
2,499.86 4.0 9.3 13.1 37.1 30.5 18.4 24.6
ABSL Midcap Fund (G) Rank 3
2,261.25 3.6 6.5 11.1 37.1 27.0 17.2 23.0
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.97 4.6 9.3 12.8 34.8 29.2 -- --
Franklin (I) Prima - Direct (G) Rank 3
821.14 4.8 9.5 14.3 37.0 28.9 17.4 26.7
Sundaram Small Cap - Series III-RP-G Not Ranked
53.87 4.6 9.2 12.5 34.4 28.8 -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.62 4.6 9.3 12.6 34.4 28.9 15.3 --
ABSL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.66 1.5 5.2 9.7 36.6 31.5 -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
56.63 4.6 9.2 12.6 34.3 28.7 -- --
Sundaram Small Cap - Series II-RP-G Not Ranked
85.38 4.6 9.2 12.4 34.0 28.5 14.7 --
HDFC MidCap Opportunities (G) Rank 3
17,064.28 4.4 10.2 12.7 36.2 30.6 17.9 26.1
ABSL MNC Fund -Direct (G) Rank 5
272.69 3.0 11.2 14.5 35.9 19.5 14.6 25.6
Axis Small Cap Fund - Direct (G) Not Ranked
8.75 2.2 9.9 13.5 35.8 24.3 16.1 --
Franklin India Prima Fund (G) Rank 3
5,568.16 4.7 9.2 13.7 35.6 27.6 16.1 25.4
DSP-BR Small & Mid Cap -Direct (G) Rank 3
562.69 4.5 7.6 13.7 35.1 31.1 18.4 24.8
Templeton (I) Equity Income - Dir (G) Not Ranked
37.46 5.3 7.2 14.3 34.1 27.4 14.1 16.6
Sahara Star Value Fund -Direct (G) Not Ranked
0.06 6.2 8.7 11.0 31.6 29.0 14.5 19.6
Sahara Star Value Fund (G) Not Ranked
0.53 6.2 8.7 11.0 31.4 29.1 14.8 17.9
ABSL MNC Fund (G) Rank 5
3,022.26 2.9 10.9 13.8 34.5 18.1 13.3 24.5
ABSL Emer. Leaders-Sr 6-RP (G) Not Ranked
285.95 1.4 4.7 8.8 34.4 29.3 -- --
IDFC Premier Equity - Direct (G) Rank 4
555.71 4.5 5.4 11.4 34.4 20.6 12.6 20.5
Axis Small Cap Fund (G) Not Ranked
423.04 2.1 9.7 12.9 34.3 23.0 14.8 --
DSP-BR Small & Mid Cap -RP (G) Rank 3
4,443.91 4.4 7.4 13.2 33.9 30.0 17.4 23.9
Templeton (I) Equity Income (G) Not Ranked
1,022.32 5.3 7.1 13.9 33.1 26.5 13.4 15.9
IDFC Premier Equity - Regular (G) Rank 4
5,451.09 4.4 5.2 11.0 33.4 19.7 11.8 19.7
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.25 4.0 6.1 9.8 31.2 25.2 12.7 19.6
ABSL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.91 1.0 14.0 23.6 33.0 20.3 -- --
DHFL Pramerica Midcap Opp Fund-DP (G) Not Ranked
3.16 4.6 9.6 11.2 32.6 21.7 12.4 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
7.70 2.9 7.9 11.2 32.5 23.6 -- --
SBI Magnum Midcap Fund - Direct (G) Rank 4
532.55 5.2 11.7 11.5 30.6 24.5 17.9 26.7
Sahara Wealth Plus - VPO (G) Not Ranked
9.47 3.9 6.0 9.5 30.5 24.5 12.2 19.0
ABSL Emer. Leaders-Sr 2-RP (G) Not Ranked
165.28 0.9 13.9 23.4 32.4 19.8 -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
53.86 2.8 7.7 11.1 32.1 23.3 -- --
SBI Magnum Midcap Fund (G) Rank 4
3,445.33 5.1 11.4 10.8 29.1 23.0 16.6 25.8
ABSL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.45 3.4 7.4 9.4 31.0 19.1 -- --
DHFL Pramerica Midcap Opp Fund-Reg (G) Not Ranked
138.75 4.4 9.2 10.3 30.8 20.5 11.5 --
ABSL Emer. Leaders-Sr 1-RP (G) Not Ranked
119.24 3.4 7.4 9.4 30.6 18.6 -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
N.A. 3.8 5.6 8.5 28.1 22.3 10.3 17.5
Sahara Wealth Plus - FPO (G) Not Ranked
1.53 3.7 5.4 8.2 27.6 21.8 9.9 17.1
Motilal Focused Midcap 30 - DP (G) Rank 5
617.29 1.4 6.8 7.7 25.1 21.4 15.7 --
Can Robeco India Opport. - DP-(G) Not Ranked
10.82 -1.4 1.2 4.4 26.7 10.7 -- --
Can Robeco India Opport. - RP-(G) Not Ranked
86.96 -1.4 1.1 4.3 26.4 10.3 -- --
Motilal Focused Midcap 30 - RP (G) Rank 5
785.41 1.3 6.4 7.0 23.4 19.8 14.2 --
IDBI Small Cap Fund - RP (G) Not Ranked
215.17 5.7 10.2 13.2 -- -- -- --
IDBI Small Cap Fund - DP (G) Not Ranked
4.48 6.0 11.0 14.8 -- -- -- --
IDBI Midcap Fund - DP (G) Not Ranked
5.16 5.5 7.8 13.7 -- -- -- --
Sundaram Select Small Cap - Sr. V-DP-G Not Ranked
1.94 3.5 6.7 7.9 -- -- -- --
Mahindra UEBY - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Midcap Fund - RP (G) Not Ranked
263.36 5.2 7.1 12.2 -- -- -- --
Sundaram Select Small Cap - Sr. V-RP-G Not Ranked
49.28 3.4 6.3 7.3 -- -- -- --
Mahindra UEBY - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Small Cap - Sr. VI-RP-G Not Ranked
23.88 3.4 4.9 -- -- -- -- --
Sundaram Select Small Cap - Sr. VI-DP-G Not Ranked
0.88 3.5 5.2 -- -- -- -- --
Sundaram Select Micro Cap-Sr 16-RP-G Not Ranked
46.91 6.7 13.8 -- -- -- -- --
Sundaram Select Micro Cap-Sr 16-DP-G Not Ranked
1.42 6.8 14.0 -- -- -- -- --
Sundaram Select Micro Cap-Sr 17-DP-G Not Ranked
1.27 5.6 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-RP-G Not Ranked
38.02 7.5 16.0 15.7 -- -- -- --
Sundaram Select Micro Cap-Sr 15-DP-G Not Ranked
3.63 8.3 17.3 19.9 -- -- -- --
Sundaram Select Micro Cap-Sr 15-RP-G Not Ranked
69.48 8.2 17.0 19.2 -- -- -- --
Sundaram Select Micro Cap-Sr 14-DP-G Not Ranked
2.59 9.1 17.6 19.9 -- -- -- --
Sundaram Select Micro Cap-Sr 14-RP-G Not Ranked
69.02 9.0 17.4 19.4 -- -- -- --
Sundaram Select Micro Cap-Sr 12-DP-G Not Ranked
2.36 7.6 16.2 16.1 -- -- -- --
Sundaram Select Micro Cap-Sr 17-RP-G Not Ranked
36.95 5.4 -- -- -- -- -- --
CATEGORY AVERAGE 6.6 13.1 17.0 38.4 25.7 13.3 12.6

Note : Returns have been calculated based on NAV's as on Jan 16, 2018 & Index values as on Jan 16, 2018

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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