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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 Aug 04, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.76 8.9 15.6 18.4 66.0 -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.80 8.8 15.0 18.2 64.9 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.80 8.9 15.0 18.3 64.5 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.54 8.9 15.1 18.1 64.3 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.64 8.9 15.3 17.7 63.6 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
102.62 8.6 14.6 17.3 62.2 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.54 8.8 14.8 17.6 62.1 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.14 8.8 14.9 17.4 62.0 -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
69.09 5.2 11.2 12.8 61.2 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
96.25 5.5 6.6 17.5 61.2 59.5 -- --
Birla Sun Life MNC Fund (G) Rank 2
1,548.97 5.4 6.4 16.9 59.6 58.2 39.0 25.6
SBI Small & Midcap Fund (G) Not Ranked
284.99 5.0 10.8 12.0 59.0 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
244.24 4.0 13.1 17.7 55.8 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
251.05 3.9 12.8 17.0 53.8 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
98.50 5.2 9.0 15.6 52.3 77.5 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,873.81 5.2 8.8 15.2 51.3 76.3 41.4 21.0
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 7.8 10.4 10.0 51.0 75.2 37.7 17.6
Sundaram SMILE Fund -Direct (G) Not Ranked
48.44 7.8 10.4 10.0 51.0 75.4 -- --
Sundaram SMILE Fund (G) Rank 4
989.81 7.8 10.3 9.8 50.2 74.3 37.0 16.9
Can Robeco Emer-Equities-Direct (G) Not Ranked
46.12 6.6 12.2 13.0 47.9 71.7 -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
9.21 4.5 10.1 12.3 47.3 62.5 -- --
Can Robeco Emerg-Equities (G) Rank 1
427.66 6.5 12.0 12.6 46.8 70.4 40.4 23.2
Kotak Emerging Equity - Direct (G) Not Ranked
26.60 4.3 8.8 10.5 46.4 64.3 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
44.75 4.7 10.6 12.0 45.7 65.1 -- --
Sundaram Select Midcap -Direct (G) Not Ranked
90.78 6.2 13.5 13.4 45.4 61.7 -- --
SBI Midcap Fund - Direct (G) Not Ranked
101.60 2.4 9.2 14.8 45.3 64.1 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 6.2 13.5 13.3 45.3 61.5 36.3 20.8
JPMorgan (I) Mid and Small Cap (G) Rank 1
442.00 4.4 9.8 11.4 44.9 60.4 39.0 21.3
Kotak Emerging Equity - Regular (G) Rank 3
646.87 4.2 8.3 9.7 44.8 62.8 34.9 17.4
Sundaram Select Midcap -RP (G) Rank 4
2,840.48 6.2 13.4 13.1 44.4 60.6 35.9 20.0
Mirae Emerging Bluechip Fund (G) Rank 2
684.63 4.7 10.4 11.5 44.3 63.4 40.3 25.3
Tata Mid Cap Growth - Direct (G) Not Ranked
12.66 4.2 7.1 9.8 44.3 63.0 -- --
Birla SL Buy India -Direct (G) Not Ranked
2.84 4.1 4.5 8.9 44.2 50.3 -- --
SBI Magnum Midcap Fund (G) Rank 2
870.88 2.3 8.9 14.3 44.0 62.8 41.6 21.3
UTI Mid Cap - Direct (G) Not Ranked
104.06 5.4 9.2 11.0 43.6 68.9 -- --
Birla Sun Life Buy India (G) Not Ranked
55.62 4.1 4.4 8.6 43.5 49.5 34.2 18.4
Principal Emer-Bluechip -Direct (G) Not Ranked
15.36 4.2 8.6 10.3 43.3 59.4 -- --
Tata Mid Cap Growth Fund (G) Rank 2
446.83 4.2 6.8 9.4 43.1 61.7 36.0 19.1
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
5.30 5.1 13.2 14.4 42.8 57.0 -- --
UTI Mid Cap (G) Rank 3
2,798.06 5.4 9.0 10.5 42.5 67.8 40.5 21.3
Principal Emerging Bluechip(G) Rank 1
468.60 4.1 8.3 9.8 42.2 58.3 37.9 18.3
L&T Midcap Fund -Direct (G) Not Ranked
12.12 5.6 10.4 10.8 41.4 61.3 -- --
BNP Paribas Mid Cap Fund (G) Not Ranked
299.10 5.0 12.9 13.7 41.1 55.4 37.3 22.5
SBI Magnum Global Fund - Direct (G) Not Ranked
123.38 3.7 5.8 7.6 41.1 50.2 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
30.24 5.2 10.3 12.1 40.5 55.1 -- --
L&T Midcap Fund (G) Not Ranked
313.34 5.5 10.1 10.4 40.3 60.0 35.2 18.2
Axis Mid Cap Fund - Direct (G) Not Ranked
56.98 6.0 11.3 12.3 40.2 58.6 -- --
Reliance Small Cap - Direct (G) Not Ranked
147.43 8.6 12.0 8.1 40.2 76.0 -- --
SBI Magnum Global Fund (G) Rank 3
1,868.94 3.6 5.6 7.0 40.0 49.2 34.8 19.9
Birla Sun Life Midcap Fund (G) Rank 3
1,485.94 5.1 10.1 11.7 39.3 53.9 31.3 15.5
Taurus Discovery Fund -Direct (G) Not Ranked
0.40 4.9 10.6 12.5 39.3 55.1 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
5.95 3.8 9.2 10.3 39.1 56.1 -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
3.56 2.9 7.0 8.1 39.1 58.2 -- --
Reliance Small Cap Fund (G) Rank 3
1,419.43 8.6 11.8 7.7 39.0 74.6 41.1 --
HSBC Midcap Equity - Direct (G) Not Ranked
67.82 7.6 11.3 10.9 38.9 76.5 -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
24.88 3.0 6.7 7.6 38.5 56.5 -- --
Franklin (I) Prima - Direct (G) Not Ranked
191.20 2.5 6.0 5.9 38.5 53.9 -- --
Taurus Discovery Fund (G) Not Ranked
32.39 4.8 10.3 12.0 38.5 54.3 33.5 14.9
Franklin (I) Smaller Co -Direct (G) Not Ranked
224.16 4.2 5.9 7.6 38.3 63.5 -- --
Axis Mid Cap Fund (G) Rank 3
1,074.34 5.9 11.0 11.6 38.3 56.5 37.8 --
HSBC Midcap Equity Fund (G) Rank 4
302.60 7.6 11.1 10.5 37.9 75.3 33.4 12.5
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
70.48 5.3 9.9 10.8 37.9 59.8 -- --
Kotak Mid-Cap Fund - Regular(G) Rank 3
338.11 3.7 8.7 9.5 37.5 54.7 30.6 16.3
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,726.22 5.3 9.8 10.5 37.0 58.8 32.4 17.2
Birla SL Small & Midcap -Direct (G) Not Ranked
5.92 5.1 7.7 8.5 36.7 53.1 -- --
Religare Invesco Mid Cap (G) Not Ranked
105.59 2.8 6.5 7.1 36.5 55.9 35.3 19.9
Franklin India Prima Fund (G) Rank 3
3,324.89 2.4 5.7 5.1 36.4 52.1 36.3 19.9
IDFC Premier Equity - Direct (G) Not Ranked
604.33 4.5 6.3 9.4 36.3 49.1 -- --
Religare Invesco Mid N SmallCap (G) Rank 3
398.93 2.9 6.3 6.8 36.3 54.5 36.4 20.7
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
79.88 5.9 10.3 8.8 36.2 68.3 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
745.25 4.7 7.6 9.0 36.1 57.3 -- --
Franklin (I) Smaller Cos (G) Rank 2
1,963.19 4.0 5.4 6.7 36.0 61.7 41.7 22.7
Birla SL Small and Midcap Fund (G) Not Ranked
178.65 5.0 7.5 8.2 35.6 51.8 30.9 15.0
Axis Small Cap Fund - Direct (G) Not Ranked
6.07 6.5 7.7 8.3 35.5 -- -- --
IDFC Premier Equity - B (G) Not Ranked
29.92 4.4 6.1 9.2 35.4 48.3 31.9 18.7
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 4.4 6.1 9.1 35.3 48.1 31.9 18.7
ICICI Pru MidCap Fund (G) Rank 3
1,201.63 5.8 10.1 8.3 35.0 67.0 36.8 17.0
HDFC MidCap Opportunities (G) Rank 4
9,235.00 4.6 7.3 8.5 34.8 56.2 33.8 21.6
Edelweiss Select Midcap -Direct (G) Not Ranked
0.92 4.4 7.3 9.7 34.8 45.5 -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.55 5.6 8.6 11.9 34.7 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
143.57 5.5 8.4 11.6 34.1 -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
308.07 6.4 7.4 7.8 34.1 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
31.62 4.3 7.1 9.3 34.1 44.8 31.4 --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Reliance Mid & Small Cap - Direct (G) Not Ranked
67.36 5.5 6.8 6.1 33.2 59.4 -- --
Reliance Mid & Small Cap Fund (G) Rank 4
2,235.97 5.5 6.6 5.8 32.2 58.2 32.8 17.0
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.71 5.1 8.1 5.5 31.0 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
231.83 5.0 8.0 5.4 30.4 -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.51 7.4 10.1 8.6 30.1 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
121.75 2.4 4.7 4.1 30.0 43.6 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
310.06 7.3 9.9 8.2 29.3 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,681.28 2.3 4.5 3.7 29.0 42.4 25.9 15.3
Motilal MOSt Shares Midcap 100 ETF Not Ranked
114.61 4.9 8.1 9.2 28.2 45.3 25.2 --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.10 5.4 9.1 8.3 26.9 -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
186.01 5.3 9.0 8.0 26.3 -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
5.21 2.6 5.2 5.7 26.2 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
51.68 6.5 11.4 7.3 25.5 62.8 -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
78.71 2.5 5.0 5.2 25.4 -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.48 2.8 6.2 3.2 24.7 36.1 -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.42 5.2 10.2 6.3 24.7 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.92 2.7 6.1 3.1 24.4 35.7 26.0 14.2
Birla SL Pure Value Fund (G) Rank 3
369.13 6.4 11.1 6.8 24.4 61.5 37.1 18.8
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
118.27 5.2 10.1 6.1 24.1 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 2.6 5.7 2.3 23.0 34.5 -- --
SBI Emerging Businesses -Direct (G) Not Ranked
115.87 2.4 3.6 3.2 22.9 38.1 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.65 2.6 5.6 2.2 22.7 34.2 24.6 13.1
SBI Emerging Busi (G) Rank 5
1,483.47 2.4 3.3 2.6 21.8 37.1 23.9 18.3
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.08 5.1 10.5 7.0 21.3 -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
224.85 5.2 10.3 6.0 20.5 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
5.64 6.3 8.5 8.0 19.1 46.6 -- --
Sahara Midcap Fund (G) Not Ranked
4.28 6.2 8.3 7.7 18.7 46.3 26.3 13.2
Templeton (I) Equity Income - Dir (G) Not Ranked
20.89 1.5 -0.6 -0.4 13.0 27.2 -- --
Templeton (I) Equity Income (G) Not Ranked
1,029.79 1.4 -0.8 -0.7 12.3 26.5 19.7 12.5
Sahara Star Value Fund (G) Not Ranked
1.41 4.4 5.8 2.5 3.1 44.6 17.4 7.4
Sahara Star Value Fund -Direct (G) Not Ranked
0.31 4.4 5.6 2.2 2.7 50.0 -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
46.42 4.3 5.8 5.3 -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.67 4.3 6.0 5.8 -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.59 10.3 15.6 20.2 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
155.34 10.3 15.4 19.4 -- -- -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
166.46 2.4 7.1 -- -- -- -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.47 2.4 7.3 -- -- -- -- --
CATEGORY AVERAGE 4.9 8.6 9.1 35.2 39.8 23.5 11.5

Note : Returns have been calculated based on NAV's as on Aug 04, 2015 & Index values as on Aug 04, 2015

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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