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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 May 25, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
DSP BR Mid Cap - Direct (G) Rank 4
635.70 -2.6 -- -0.3 11.2 24.1 17.7 26.6
SBI Small & Midcap Fund -Direct (G) Not Ranked
178.69 -5.2 -4.8 -3.0 34.0 32.8 24.5 --
SBI Small & Midcap Fund (G) Not Ranked
695.12 -5.3 -5.0 -3.5 32.6 31.4 23.0 --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.67 1.0 -0.7 11.7 29.8 34.2 19.1 --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
165.39 0.9 -0.8 11.5 29.4 33.7 18.5 --
SBI Emerging Businesses -Direct (G) Rank 4
248.86 -0.4 3.8 6.2 28.4 21.8 16.0 20.2
SBI Emerging Busi (G) Rank 4
2,147.87 -0.5 3.5 5.6 27.2 20.7 14.9 19.1
Axis Mid Cap Fund - Direct (G) Rank 5
80.09 -1.6 5.3 5.6 26.0 21.7 12.0 23.7
Reliance Small Cap - Direct (G) Rank 1
1,001.82 -4.7 -3.1 0.9 23.8 32.9 23.8 37.2
Axis Mid Cap Fund (G) Rank 5
1,225.01 -1.7 5.1 5.1 24.6 20.3 10.7 22.2
Reliance Small Cap Fund (G) Rank 1
5,565.14 -4.8 -3.4 0.2 22.2 31.3 22.5 35.8
IDFC Sterling Equity - Direct (G) Rank 2
232.85 -2.6 0.7 -1.1 21.9 29.7 16.8 23.5
Edelweiss Mid Cap Fund - D (G) Not Ranked
32.15 -4.8 -0.5 1.2 21.1 24.9 15.2 28.4
L&T Emerging Businesses Fund-DP (G) Rank 1
888.03 -3.8 -0.8 0.2 21.3 36.6 25.1 --
HSBC Small Cap Equity Fund - Direct (G) Not Ranked
105.50 -5.5 -3.4 -2.0 20.3 23.7 16.4 29.7
IDFC Sterling Equity Fund - RP (G) Rank 2
2,273.79 -2.7 0.4 -1.8 20.4 28.4 15.7 22.4
L&T Emerging Businesses Fund-RP (G) Rank 1
3,257.18 -3.9 -1.0 -0.3 20.3 35.5 24.1 --
Edelweiss Mid Cap Fund (G) Not Ranked
609.17 -4.9 -0.8 0.6 20.0 24.0 14.5 27.2
HSBC Small Cap Equity Fund (G) Not Ranked
534.71 -5.6 -3.6 -2.4 19.4 22.8 15.6 28.8
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
16.57 -1.5 -9.3 9.9 19.3 29.2 17.8 --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
334.98 -1.5 -9.3 9.7 18.8 28.7 17.3 --
Templeton (I) Equity Income - Dir (G) Not Ranked
39.58 0.8 0.3 2.3 16.8 21.9 12.3 16.8
SBI Magnum Global Fund - Direct (G) Rank 3
275.23 -3.1 -0.7 -2.2 17.7 15.2 9.6 21.4
ABSL MNC Fund -Direct (G) Rank 4
282.13 -2.6 1.5 2.2 17.4 14.7 10.1 25.1
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
6.49 -3.5 -1.6 -2.3 17.2 19.8 13.4 --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
4.26 -3.5 -1.6 -2.3 17.2 19.8 13.4 --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
2.23 -5.0 -2.6 -3.8 16.7 25.0 -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
4.30 -3.5 -1.6 -2.3 17.1 19.7 13.4 --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
9.76 -3.5 -1.6 -2.4 17.0 19.8 13.5 --
ABSL Pure Value - Direct (G) Rank 2
551.94 -5.0 -5.9 -6.9 17.2 26.1 18.9 29.4
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
3.26 -4.9 -2.6 -4.0 16.6 25.3 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
68.56 -3.5 -1.7 -2.5 16.7 19.4 13.0 --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
51.30 -3.5 -1.7 -2.4 16.8 19.4 13.0 --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
86.33 -3.5 -1.6 -2.5 16.7 19.3 13.0 --
Invesco India Multicap - D (G) Not Ranked
29.02 -2.5 2.1 0.2 17.7 22.5 14.6 26.0
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
4.63 -5.0 -2.8 -4.2 16.3 25.1 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
125.52 -3.6 -1.7 -2.6 16.6 19.4 13.0 --
Templeton (I) Equity Income (G) Not Ranked
1,022.59 0.7 0.1 2.0 16.0 21.1 11.5 16.1
SBI Magnum Global Fund (G) Rank 4
3,253.91 -3.2 -1.0 -2.6 16.6 14.1 8.5 20.4
ICICI Pru MidCap Fund - Direct (G) Rank 3
158.14 -3.0 -1.7 -1.5 16.7 24.7 13.6 27.7
ABSL MNC Fund (G) Rank 4
3,034.48 -2.6 1.2 1.7 16.2 13.4 8.9 23.9
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
52.47 -5.1 -2.9 -4.4 15.3 23.9 -- --
Taurus Discovery (Midcap) - D (G) Not Ranked
0.61 -3.4 -0.4 0.8 15.8 24.9 14.4 23.5
ABSL Pure Value Fund (G) Rank 2
2,607.40 -5.1 -6.2 -7.5 15.7 24.7 17.6 28.2
L&T Midcap Fund -Direct (G) Rank 2
328.58 -3.7 -0.8 -2.4 15.6 29.6 19.3 30.1
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
81.18 -5.0 -3.0 -4.7 15.1 24.2 -- --
Can Robeco Emer-Equities-Direct (G) Rank 3
354.03 -2.1 0.1 0.4 15.8 27.2 18.4 31.6
Taurus Discovery (Midcap) (G) Not Ranked
51.05 -3.4 -0.5 0.6 15.4 24.4 13.7 22.9
Invesco India Midcap - D (G) Not Ranked
7.16 -3.0 0.9 -0.9 15.8 21.5 14.0 25.8
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
137.86 -5.1 -3.1 -4.9 14.8 24.0 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
8.95 -2.9 -0.9 -1.3 15.7 19.2 14.0 --
ICICI Pru MidCap Fund (G) Rank 3
1,337.40 -3.1 -2.0 -2.1 15.3 23.4 12.4 26.5
Invesco India Multicap (G) Not Ranked
510.07 -2.6 1.7 -0.6 15.7 20.4 12.7 24.1
Franklin (I) Smaller Co -Direct (G) Rank 2
1,472.67 -1.9 -0.3 -0.8 14.5 22.5 17.4 30.6
L&T Midcap Fund (G) Rank 2
1,929.71 -3.8 -1.0 -2.8 14.6 28.5 18.3 29.0
Can Robeco Emerg-Equities (G) Rank 3
2,849.72 -2.2 -0.2 -0.3 14.3 25.6 17.1 30.3
Axis Small Cap Fund (G) Not Ranked
431.47 -3.0 -1.2 -1.9 14.5 17.9 12.8 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
7.05 -1.8 -7.3 3.2 14.1 20.8 -- --
ABSL Small & Midcap -Direct (G) Rank 2
406.30 -2.6 -1.9 -4.4 13.9 27.3 20.7 28.2
HDFC MidCap Opport.- Direct (G) Rank 3
2,460.33 -4.0 -- -1.4 13.7 24.0 16.0 27.1
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -2.0 -0.6 -1.4 13.1 21.0 15.9 29.1
Union SCF -DP (G) Not Ranked
12.31 -5.6 -3.8 -2.3 13.0 16.7 9.2 --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
48.74 -1.9 -7.5 3.0 13.8 20.4 -- --
Invesco India Midcap (G) Not Ranked
171.31 -3.1 0.5 -1.8 13.7 19.3 11.9 23.8
Kotak Emerging Equity - Direct (G) Rank 3
212.17 -3.0 0.6 -1.5 13.5 23.2 17.0 27.7
IDBI Midcap Fund - DP (G) Not Ranked
6.13 -3.4 -0.2 -1.1 13.5 -- -- --
UTI Mid Cap - Direct (G) Rank 4
370.90 -5.6 -2.9 -3.6 14.1 18.3 12.2 27.1
Kotak Mid-Cap Fund - Direct (G) Rank 3
48.46 -2.6 0.6 -0.3 12.8 22.9 17.2 25.1
Union SCF -RP (G) Not Ranked
293.47 -5.7 -4.0 -2.7 12.1 15.6 8.1 --
HDFC MidCap Opportunities (G) Rank 3
17,638.27 -4.1 -0.3 -1.9 12.5 22.7 14.8 26.0
IDFC Multi Cap Fund - D (G) Rank 5
532.95 -1.0 0.2 -0.3 12.4 15.5 9.2 20.5
ABSL Small and Midcap Fund (G) Rank 2
1,626.48 -2.7 -2.2 -5.1 12.5 25.9 19.5 27.0
Sundaram Select Micro Cap-Sr 14-DP-G Not Ranked
2.69 -5.5 -2.9 -3.5 12.5 -- -- --
UTI Mid Cap (G) Rank 4
3,821.16 -5.7 -3.2 -4.0 13.0 17.2 11.2 26.1
Kotak Emerging Equity - Regular (G) Rank 3
2,806.98 -3.1 0.3 -2.1 12.1 21.5 15.3 26.2
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
1.27 -5.8 -3.4 -5.6 12.2 -- -- --
Franklin (I) Prima - Direct (G) Rank 3
870.29 -1.6 -- 0.2 11.9 20.4 14.9 26.3
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
4.42 -5.6 -4.4 -6.5 11.5 23.8 17.9 --
IDFC Multi Cap Fund (G) Rank 5
5,250.77 -1.1 -- -0.7 11.6 14.6 8.4 19.7
Sundaram Mid Cap Fund -IP (D) Not Ranked
0.22 -4.0 -1.5 -3.6 11.7 21.8 15.8 26.4
Sundaram Mid Cap Fund - D (G) Rank 3
534.18 -4.0 -1.5 -3.6 11.7 21.8 15.8 26.5
Sundaram Select Micro Cap-Sr 14-RP-G Not Ranked
71.48 -5.5 -3.1 -3.8 11.7 -- -- --
Kotak Mid-Cap Fund - Regular(G) Rank 3
792.56 -2.8 0.3 -1.0 11.2 21.1 15.5 23.6
Mirae Emerging Bluechip -Direct (G) Rank 2
821.17 -1.8 -1.4 -4.2 11.7 25.7 19.5 31.0
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
185.99 -5.7 -4.5 -6.6 11.1 23.4 17.5 --
Sundaram Select Micro Cap-Sr 12-DP-G Not Ranked
2.42 -5.7 -3.3 -6.1 11.3 -- -- --
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
49.17 -5.8 -3.6 -6.0 11.3 -- -- --
DSP BR Mid Cap - Direct (G) Rank 4
635.70 -2.6 -- -0.3 11.2 24.1 17.7 26.6
Franklin India Prima Fund (G) Rank 3
5,682.65 -1.7 -0.2 -0.4 10.7 19.1 13.7 25.0
Sundaram Mid Cap Fund (G) Rank 3
5,742.78 -4.0 -1.7 -3.9 10.9 21.1 15.2 25.8
Mirae Emerging Bluechip Fund (G) Rank 2
4,371.48 -1.8 -1.5 -4.5 10.9 24.8 18.5 29.8
Tata Mid Cap Growth - Direct (G) Rank 3
34.05 -4.9 -2.6 -6.0 10.7 18.8 10.2 24.8
IDBI Midcap Fund - RP (G) Not Ranked
266.69 -3.5 -0.8 -2.5 10.5 -- -- --
Sundaram Select Micro Cap-Sr 12-RP-G Not Ranked
38.89 -5.7 -3.5 -6.6 10.4 -- -- --
DSP BR Mid Cap - Regular (G) Rank 3
4,752.77 -2.7 -0.2 -0.7 10.2 23.0 16.8 25.7
Sundaram Small Cap Fund - D (G) Not Ranked
96.25 -6.9 -4.5 -6.7 9.4 21.9 13.7 28.6
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -6.9 -4.5 -6.7 9.4 21.9 13.7 28.6
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.98 -4.2 -1.6 -2.9 9.8 22.1 13.2 --
Tata Mid Cap Growth Fund (G) Rank 3
654.09 -5.0 -2.9 -6.4 9.7 17.9 9.4 23.9
BNP Paribas Mid Cap Fund -Dir (G) Rank 3
70.99 -3.0 -3.1 -8.6 9.2 18.3 13.1 25.0
Sundaram SMILE Fund (G) Rank 3
1,289.01 -6.9 -4.6 -7.1 8.6 21.2 13.2 27.9
Sundaram Small Cap - Series IV-RP-G Not Ranked
57.19 -4.2 -1.7 -3.0 9.4 21.6 12.8 --
ABSL Midcap Fund -Direct (G) Rank 3
146.88 -3.7 -2.2 -5.0 8.4 20.5 14.1 23.6
Sundaram Small Cap - Series III-DP-G Not Ranked
1.06 -4.4 -1.9 -3.4 9.1 21.7 13.0 --
DHFL Pramerica Midcap Opp Fund-DP (G) Not Ranked
2.93 -4.2 0.9 -1.0 8.3 18.1 9.8 --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.63 -4.3 -1.9 -3.4 8.9 21.5 12.8 --
Sundaram Small Cap - Series III-RP-G Not Ranked
54.34 -4.4 -2.0 -3.5 8.7 21.3 12.6 --
Sundaram Small Cap - Series II-RP-G Not Ranked
86.07 -4.4 -2.0 -3.6 8.5 21.0 12.4 --
ABSL Midcap Fund (G) Rank 3
2,267.47 -3.7 -2.5 -5.4 7.4 19.3 13.1 22.6
BNP Paribas Mid Cap Fund (G) Rank 3
760.73 -3.1 -3.5 -9.4 7.4 16.4 11.4 23.4
Sahara Midcap Fund - Direct (G) Not Ranked
0.24 -5.5 -4.0 -5.9 6.4 24.6 17.5 24.6
DHFL Pramerica Midcap Opp Fund-Reg (G) Not Ranked
126.22 -4.3 0.5 -1.9 6.6 16.6 8.7 --
Motilal MOSt Oswal Midcap 100 ETF Not Ranked
22.95 -5.7 -4.8 -6.5 7.5 19.5 12.5 19.4
DSP BR Small Cap Fund - Direct (G) Rank 3
967.20 -6.2 -5.4 -5.4 5.5 19.7 16.4 32.8
ABSL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.57 -4.1 0.5 -5.5 6.2 20.7 12.6 --
DSP BR Small Cap Fund - Regular (G) Rank 2
5,400.17 -6.3 -5.5 -5.6 5.1 19.1 15.8 32.0
SBI Magnum Midcap Fund - Direct (G) Rank 4
532.89 -5.9 -3.6 -5.1 5.4 13.0 11.0 25.5
Motilal Oswal Midcap 30 - D (G) Rank 5
626.07 -2.6 2.4 -4.2 5.5 14.5 9.8 --
Sahara Midcap Fund (G) Not Ranked
9.27 -5.7 -4.5 -6.9 4.1 22.1 15.4 23.2
SBI Magnum Midcap Fund (G) Rank 4
3,474.76 -6.0 -3.8 -5.6 4.2 11.7 9.8 24.3
ABSL Emer. Leaders-Sr 6-RP (G) Not Ranked
271.66 -4.2 0.1 -6.2 4.4 18.7 10.8 --
Motilal Oswal Midcap 30 - (G) Rank 5
723.77 -2.7 2.1 -4.8 4.2 13.0 8.4 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.22 -3.6 -2.6 -5.1 3.2 15.2 9.6 17.6
Sahara Wealth Plus - VPO (G) Not Ranked
8.91 -3.7 -2.7 -5.4 2.6 14.6 9.0 17.1
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
N.A. -3.8 -3.1 -6.1 0.9 12.6 7.1 15.5
Sahara Star Value Fund -Direct (G) Not Ranked
0.04 -4.0 -4.1 -6.7 0.6 18.2 13.3 21.3
Sahara Star Value Fund (G) Not Ranked
0.52 -4.0 -4.1 -6.7 0.5 18.1 13.6 19.6
Sahara Wealth Plus - FPO (G) Not Ranked
1.46 -3.8 -3.3 -6.4 0.4 12.1 6.7 15.1
Mahindra UEBY - RP (G) Not Ranked
190.28 -2.7 1.2 -- -- -- -- --
Sundaram Select Micro Cap-Sr 16-DP-G Not Ranked
1.44 -5.2 -2.0 -3.5 -- -- -- --
IDBI Small Cap Fund - DP (G) Not Ranked
5.21 -4.1 -0.2 0.3 -- -- -- --
L&T EOF - Sr. I - DP - (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Small Cap - Sr. V-RP-G Not Ranked
49.11 -4.9 -2.6 -5.4 -- -- -- --
Sundaram Select Small Cap - Sr. V-DP-G Not Ranked
1.94 -4.8 -2.4 -4.9 -- -- -- --
Sundaram Select Small Cap - Sr. VI-RP-G Not Ranked
23.57 -4.5 -1.8 -5.4 -- -- -- --
Sundaram Select Small Cap - Sr. VI-DP-G Not Ranked
0.87 -4.4 -1.5 -4.9 -- -- -- --
Sundaram Select Micro Cap-Sr 16-RP-G Not Ranked
47.70 -5.2 -2.1 -3.8 -- -- -- --
Sundaram Select Micro Cap-Sr 17-RP-G Not Ranked
42.29 -5.4 -3.1 -6.0 -- -- -- --
Sundaram Select Micro Cap-Sr 17-DP-G Not Ranked
1.46 -5.3 -2.7 -5.1 -- -- -- --
Sundaram Select Micro Cap-Sr 15-DP-G Not Ranked
3.78 -4.4 -1.4 -0.9 -- -- -- --
Mahindra UEBY - DP (G) Not Ranked
4.15 -2.5 1.8 -- -- -- -- --
IDBI Small Cap Fund - RP (G) Not Ranked
212.98 -4.3 -0.8 -1.2 -- -- -- --
L&T EOF - Sr. I - RP - (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 15-RP-G Not Ranked
72.17 -4.5 -1.6 -1.5 -- -- -- --
CATEGORY AVERAGE -5.4 -2.9 -3.6 12.1 17.8 10.5 13.2

Note : Returns have been calculated based on NAV's as on May 25, 2018 & Index values as on May 25, 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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