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 Feb 23, 2017
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Mid & Small Cap Fund (G) Rank 3
2,287.94 4.7 10.7 4.8 37.7 8.6 31.8 22.6
Sahara Midcap Fund - Direct (G) Not Ranked
4.99 3.4 13.9 14.2 53.9 15.5 29.7 --
L&T Emerging Businesses Fund-DP (G) Not Ranked
20.16 7.5 15.2 14.2 52.5 18.3 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
346.11 7.5 15.0 13.8 51.4 17.5 -- --
Sahara Midcap Fund (G) Not Ranked
3.69 3.3 13.4 13.1 51.1 13.9 28.5 19.5
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
523.28 4.5 11.9 9.0 48.4 20.2 44.6 --
Sponsored Advt.
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,313.76 5.2 11.9 8.3 45.3 13.7 33.2 22.8
Birla SL Small & Midcap -Direct (G) Not Ranked
44.73 6.9 13.1 7.3 48.2 16.5 35.0 --
Mirae Emerging Bluechip -Direct (G) Not Ranked
363.23 8.6 14.4 12.1 48.1 18.7 38.7 --
Birla SL Pure Value - Direct (G) Not Ranked
112.15 7.6 15.5 8.3 47.6 14.9 38.8 --
DSP-BR Micro Cap Fund - RP (G) Rank 1
3,591.84 4.5 11.8 8.7 47.4 19.4 43.6 29.9
Mirae Emerging Bluechip Fund (G) Rank 1
2,543.65 8.5 14.2 11.7 47.0 17.6 37.4 29.2
Birla SL Small and Midcap Fund (G) Not Ranked
328.83 6.8 12.8 6.8 46.9 15.5 33.8 23.1
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
144.33 5.3 12.1 8.8 46.4 14.5 34.1 --
Sahara Star Value Fund (G) Not Ranked
0.60 3.1 12.5 6.5 46.4 11.0 24.9 13.7
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
9.22 5.5 12.4 4.5 46.2 13.3 -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.09 3.1 12.5 6.6 46.2 10.5 27.6 --
Birla SL Pure Value Fund (G) Rank 3
545.75 7.5 15.2 7.8 46.2 13.8 37.5 25.3
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
155.32 5.7 12.8 4.5 46.1 14.2 -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
140.88 5.5 12.4 4.3 45.6 12.7 -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.85 5.3 11.6 5.1 45.5 14.1 -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.11 8.7 15.4 4.3 45.5 -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
118.75 5.6 12.7 4.3 45.4 13.3 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,313.76 5.2 11.9 8.3 45.3 13.7 33.2 22.8
Kotak Emerging Equity - Direct (G) Not Ranked
64.85 6.6 12.6 7.9 45.2 15.1 39.0 --
L&T Midcap Fund -Direct (G) Not Ranked
27.17 6.1 13.5 13.0 45.0 14.9 37.1 --
HSBC Midcap Equity - Direct (G) Not Ranked
65.32 7.8 18.3 9.3 44.6 12.3 33.8 --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.79 7.1 13.2 10.2 45.7 -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.84 7.1 13.1 10.0 45.5 -- -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
1,377.61 6.0 11.2 7.6 44.1 14.4 32.6 --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
57.02 5.3 11.4 4.6 44.1 13.0 -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.35 7.0 13.0 9.8 45.5 11.1 -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
46.92 7.1 13.1 10.0 45.2 -- -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
44.40 7.0 13.0 9.8 45.0 -- -- --
L&T Midcap Fund (G) Rank 1
487.72 6.0 13.3 12.5 43.8 14.0 36.0 24.9
Sundaram Small Cap - Series II-RP-G Not Ranked
70.69 7.0 12.9 9.6 45.0 10.5 -- --
HSBC Midcap Equity Fund (G) Not Ranked
317.83 7.7 18.0 8.9 43.6 11.4 32.8 21.5
Kotak Mid-Cap Fund - Direct (G) Not Ranked
10.85 7.1 12.4 7.6 43.6 14.4 35.2 --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
231.43 8.5 14.8 3.4 43.2 -- -- --
Kotak Emerging Equity - Regular (G) Rank 2
1,126.24 6.5 12.1 7.1 43.0 13.4 37.2 24.4
HDFC MidCap Opportunities (G) Rank 2
11,638.66 5.9 10.9 7.1 42.7 13.3 31.5 24.0
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
13.70 5.5 15.6 7.2 43.9 14.1 -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.33 5.6 15.6 7.2 43.9 15.7 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.20 6.2 12.6 8.3 44.3 14.1 36.1 24.7
Sundaram Select Midcap -Direct (G) Not Ranked
306.41 6.2 12.6 8.3 44.3 14.1 36.3 --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.49 5.5 15.6 7.1 43.5 14.1 -- --
Reliance Small Cap - Direct (G) Not Ranked
294.77 3.8 14.1 13.3 44.0 15.4 40.6 --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
258.46 5.4 15.5 7.0 43.4 13.4 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
178.45 5.5 15.5 7.0 43.4 15.0 -- --
Sundaram Select Midcap -RP (G) Rank 2
3,912.95 6.2 12.5 8.1 43.9 13.7 35.5 24.3
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
142.48 5.4 15.5 6.9 43.0 13.4 -- --
Kotak Mid-Cap Fund - Regular(G) Rank 3
466.56 6.9 11.9 6.8 41.3 12.6 33.5 22.3
Can Robeco Emer-Equities-Direct (G) Not Ranked
156.28 6.2 13.8 7.8 41.2 12.8 39.6 --
Reliance Small Cap Fund (G) Rank 2
2,314.84 3.7 13.8 12.6 42.4 14.3 39.2 29.1
Birla SL Midcap Fund -Direct (G) Not Ranked
58.74 6.5 10.3 5.8 39.9 12.2 31.9 --
Can Robeco Emerg-Equities (G) Rank 3
1,167.21 6.0 13.5 7.1 39.5 11.7 38.3 26.8
Taurus Discovery Fund -Direct (G) Not Ranked
0.51 6.2 11.5 4.8 39.0 8.9 29.3 --
IDFC Sterling Equity - Direct (G) Not Ranked
87.44 7.2 14.1 8.9 38.8 5.8 25.3 --
Birla Sun Life Midcap Fund (G) Rank 3
1,725.20 6.4 10.0 5.3 38.6 11.3 30.8 21.0
Motilal MOSt Shares Midcap 100 ETF Not Ranked
25.51 7.6 13.8 7.9 38.5 11.7 28.7 16.9
Taurus Discovery Fund (G) Not Ranked
39.32 6.2 11.4 4.6 38.2 8.2 28.6 21.6
Franklin (I) Smaller Co -Direct (G) Not Ranked
704.68 4.7 10.8 5.5 39.4 14.4 37.8 --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
81.49 8.7 14.6 11.7 38.2 9.2 32.1 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 5.9 13.4 6.3 40.0 8.4 40.2 23.8
Sundaram SMILE Fund -Direct (G) Not Ranked
50.13 5.9 13.4 6.3 40.0 8.4 40.3 --
Reliance Mid & Small Cap - Direct (G) Not Ranked
131.69 4.8 10.9 5.3 39.1 9.5 32.9 --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.40 5.0 10.8 4.1 37.8 11.0 -- --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,144.50 7.1 13.9 8.4 37.8 5.0 24.2 18.5
Sundaram SMILE Fund (G) Rank 4
1,035.62 5.8 13.3 6.2 39.6 8.0 39.5 23.2
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
3.23 4.7 10.6 3.5 37.2 10.6 -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
210.02 5.0 10.6 3.9 37.2 10.5 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
ICICI Pru MidCap Fund (G) Rank 3
1,034.57 8.6 14.4 11.2 37.0 8.2 31.0 22.6
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
267.35 4.7 10.6 3.3 36.7 10.2 -- --
Franklin India Prima Fund (G) Rank 3
4,116.72 7.3 12.5 5.3 36.6 10.9 32.9 25.4
Franklin (I) Smaller Cos (G) Rank 2
3,324.75 4.6 10.4 4.8 37.7 12.8 36.1 29.3
Reliance Mid & Small Cap Fund (G) Rank 3
2,287.94 4.7 10.7 4.8 37.7 8.6 31.8 22.6
Franklin (I) Prima - Direct (G) Not Ranked
470.26 7.4 12.8 5.9 37.9 12.2 34.5 --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.41 5.1 14.1 6.4 37.6 -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
3.36 5.1 14.1 6.4 37.6 -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
62.47 5.0 14.0 6.2 37.6 -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
106.01 5.1 14.0 6.2 37.6 -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.59 5.0 14.0 6.1 36.9 -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
40.34 5.0 13.9 5.9 36.7 -- -- --
Invesco India Mid Cap-Direct (G) Not Ranked
5.43 6.1 11.4 6.3 34.7 8.2 32.0 --
Invesco India Mid N Small-DP (G) Not Ranked
29.18 6.2 11.7 6.1 34.6 7.8 30.5 --
Templeton (I) Equity Income - Dir (G) Not Ranked
25.78 6.2 10.8 9.1 34.9 7.4 19.8 --
Templeton (I) Equity Income (G) Not Ranked
890.40 6.2 10.6 8.7 34.0 6.7 19.1 14.7
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
6.12 4.5 10.6 1.9 33.0 -- -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
43.05 4.5 10.6 1.8 32.8 -- -- --
Invesco India Mid Cap (G) Not Ranked
137.02 5.9 10.9 5.3 32.4 6.3 29.7 22.5
Invesco India Mid N SmallCap (G) Not Ranked
412.14 6.1 11.2 5.2 32.3 6.0 28.5 23.1
SBI Small & Midcap Fund -Direct (G) Not Ranked
148.98 5.8 11.8 11.5 33.7 16.3 42.9 --
Tata Mid Cap Growth - Direct (G) Not Ranked
21.30 5.9 13.1 6.0 32.8 7.1 31.8 --
SBI Magnum Midcap Fund - Direct (G) Not Ranked
357.01 5.2 8.4 4.1 33.2 14.0 31.8 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 4.8 8.8 3.5 31.2 6.2 20.3 --
Tata Mid Cap Growth Fund (G) Rank 4
523.10 5.9 12.9 5.7 32.0 6.4 30.8 22.5
Sahara Wealth Plus - VPO (G) Not Ranked
8.35 4.8 8.6 3.3 30.5 5.7 19.8 17.3
SBI Small & Midcap Fund (G) Not Ranked
630.88 5.7 11.5 10.8 32.1 14.7 41.1 --
Edelweiss M&S CP-DP (G) Not Ranked
13.42 4.7 9.7 3.7 30.4 7.9 33.1 --
Axis Small Cap Fund - Direct (G) Not Ranked
6.97 5.5 9.6 6.3 30.3 10.5 33.9 --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
86.66 4.2 9.8 1.1 30.1 10.5 31.2 --
SBI Magnum Midcap Fund (G) Rank 3
2,533.83 5.1 8.1 3.5 31.7 12.7 30.5 26.7
UTI Mid Cap - Direct (G) Not Ranked
242.95 4.9 10.3 2.4 31.1 9.3 33.1 --
Edelweiss M&S CP (G) Rank 3
458.92 4.7 9.5 3.4 29.6 7.1 31.8 24.2
Axis Small Cap Fund (G) Not Ranked
343.53 5.4 9.4 5.8 28.9 9.3 32.4 --
UTI Mid Cap (G) Rank 3
3,291.06 4.8 10.1 1.9 29.9 8.3 32.0 25.1
Motilal Focused Midcap 30 - DP (G) Not Ranked
543.40 3.9 7.8 5.1 28.2 11.3 -- --
BNP Paribas Mid Cap Fund (G) Rank 4
601.53 4.0 9.4 0.3 28.2 8.9 29.5 23.8
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 4.6 8.1 2.3 28.1 3.9 18.1 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.44 4.5 8.0 2.2 27.7 3.6 17.8 15.7
Motilal Focused Midcap 30 - RP (G) Not Ranked
712.87 3.8 7.5 4.5 26.7 10.0 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.22 2.1 8.9 0.2 27.5 5.5 39.3 --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.61 2.1 8.6 0.2 27.6 5.5 -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.50 2.2 8.7 0.2 27.4 5.5 39.0 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.53 2.2 8.7 0.2 27.4 5.4 38.6 --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.34 2.1 8.5 0.1 27.1 5.0 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
101.27 2.1 8.8 -- 27.1 4.9 38.0 --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.49 2.1 8.6 -- 27.0 4.8 37.3 --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.43 2.1 8.6 -- 26.9 5.0 37.7 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.65 4.2 9.6 0.8 24.5 3.4 -- --
Can Robeco India Opport. - RP-(G) Not Ranked
105.29 4.1 9.3 0.5 24.0 3.0 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
60.41 5.6 9.0 0.3 23.9 3.4 27.2 --
Union KBC Small & Mid Cap -DP (G) Not Ranked
7.59 3.1 9.7 -0.4 25.8 3.3 -- --
SBI Emerging Businesses -Direct (G) Not Ranked
148.19 5.8 5.8 0.3 24.0 6.6 24.7 --
IDFC Premier Equity - Direct (G) Not Ranked
516.10 4.8 9.8 2.0 22.5 5.1 23.8 --
Axis Mid Cap Fund (G) Rank 5
1,130.44 5.5 8.6 -0.3 22.4 2.1 25.4 20.9
Union KBC Small & Mid Cap -RP (G) Not Ranked
174.33 3.0 9.4 -0.9 24.4 2.2 -- --
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 4.8 9.6 1.7 21.6 4.3 23.0 19.0
SBI Emerging Busi (G) Rank 4
1,624.82 5.7 5.6 -0.1 22.9 5.6 23.7 18.6
IDFC Premier Equity - B (G) Not Ranked
15.76 5.1 8.6 1.4 20.4 4.5 23.5 18.4
SBI Magnum Global Fund - Direct (G) Not Ranked
218.40 3.3 3.3 -0.5 16.8 3.4 24.5 --
SBI Magnum Global Fund (G) Rank 4
2,718.18 3.2 3.1 -0.9 15.6 2.4 23.4 19.7
Birla SL MNC Fund -Direct (G) Not Ranked
316.53 2.2 6.8 -3.0 13.6 4.0 30.8 --
Birla Sun Life MNC Fund (G) Rank 4
2,909.83 2.1 6.5 -3.6 12.2 2.8 29.4 22.0
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 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
0.00 -- -- -- -- -- -- --
IDBI Midcap Fund - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
DSP-BR Micro Cap Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
DSP-BR Small & MidCap - IP (G) Not Ranked
0.27 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
0.00 2.4 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
0.00 2.5 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-RP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-DP-G Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 4.6 10.2 5.0 32.5 8.4 19.7 12.6

Note : Returns have been calculated based on NAV's as on Feb 23, 2017 & Index values as on Feb 23, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.