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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 Apr 29, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
SBI Small & Midcap Fund -Direct (G) Not Ranked
151.92 5.6 4.4 2.9 13.2 45.2 -- --
SBI Small & Midcap Fund (G) Not Ranked
559.85 5.5 4.0 2.1 11.5 43.2 -- --
SBI Midcap Fund - Direct (G) Not Ranked
132.40 7.1 5.5 3.3 10.5 34.4 35.5 --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
153.92 5.0 6.0 2.1 10.4 43.7 41.5 --
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,079.09 4.9 5.8 1.8 9.6 42.7 40.6 22.5
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.91 5.2 3.5 -- 9.4 -- -- --
Reliance Small Cap - Direct (G) Not Ranked
164.78 4.8 0.8 -3.6 9.3 37.2 39.7 --
Mirae Emerging Bluechip -Direct (G) Not Ranked
68.30 4.6 4.2 0.6 9.2 34.3 34.3 --
SBI Magnum Midcap Fund (G) Rank 2
1,193.63 6.9 5.2 2.6 9.2 33.1 34.4 22.2
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
164.99 5.1 3.4 -0.1 8.9 -- -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
306.24 6.2 6.9 3.3 8.5 35.6 37.4 --
Reliance Small Cap Fund (G) Rank 1
1,705.31 4.7 0.5 -4.0 8.3 36.0 38.6 20.8
Kotak Mid-Cap Fund - Direct (G) Not Ranked
7.32 3.6 6.8 2.6 8.2 31.9 26.7 --
Mirae Emerging Bluechip Fund (G) Rank 1
986.02 4.5 4.0 0.1 8.2 33.0 32.9 23.1
Birla SL Pure Value - Direct (G) Not Ranked
51.03 3.3 4.1 1.2 7.9 27.7 32.5 --
Birla SL Small & Midcap -Direct (G) Not Ranked
7.73 5.6 4.6 2.0 7.9 28.7 28.8 --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.50 5.3 3.5 0.1 7.7 -- -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.16 5.2 3.5 -- 7.7 -- -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
44.56 5.1 5.0 -0.7 7.5 31.9 29.7 --
SBI Emerging Businesses -Direct (G) Not Ranked
117.00 6.4 8.1 2.4 7.4 26.2 20.6 --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
128.84 5.2 3.4 -0.1 7.2 -- -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
233.57 5.2 3.4 -0.1 7.2 -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.84 5.3 6.0 1.4 7.2 24.1 -- --
Birla SL Small and Midcap Fund (G) Not Ranked
176.37 5.5 4.4 1.6 7.0 27.6 27.8 16.5
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 7.3 5.6 4.3 7.0 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
241.91 5.2 5.8 1.2 6.9 23.6 -- --
Birla SL Pure Value Fund (G) Rank 4
355.19 3.2 3.8 0.7 6.9 26.6 31.4 18.2
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.20 5.8 5.2 0.4 6.9 -- -- --
Franklin (I) Smaller Cos (G) Rank 2
2,301.77 6.1 6.6 2.7 6.9 33.8 35.9 23.0
Sahara Star Value Fund (G) Not Ranked
1.13 3.6 6.7 0.7 6.8 15.6 20.1 8.9
Motilal Focused Midcap 30 - DP (G) Not Ranked
336.32 4.2 0.1 -1.5 6.8 36.8 -- --
Kotak Emerging Equity - Direct (G) Not Ranked
38.72 6.0 6.7 1.2 6.6 36.1 30.6 --
Sundaram Select Midcap -Direct (G) Not Ranked
119.13 5.0 4.2 -0.2 6.6 30.7 30.2 --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 4.9 4.2 -0.2 6.5 30.6 29.8 18.6
Kotak Mid-Cap Fund - Regular(G) Not Ranked
343.71 3.5 6.5 1.9 6.5 30.2 25.4 16.3
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
193.95 5.8 5.0 0.2 6.5 -- -- --
SBI Emerging Busi (G) Rank 5
1,486.36 6.4 7.8 2.0 6.4 25.2 19.6 18.2
Sundaram Select Midcap -RP (G) Rank 4
3,193.81 4.9 4.1 -0.4 6.2 30.0 29.4 17.9
Franklin (I) Prima - Direct (G) Not Ranked
283.64 4.5 5.8 2.0 6.1 31.4 31.0 --
L&T Emerging Businesses Fund-DP (G) Not Ranked
27.90 3.8 -0.6 -1.9 6.1 20.9 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
6.20 5.3 2.7 1.2 6.1 32.3 -- --
BNP Paribas Mid Cap Fund (G) Rank 2
404.57 4.9 4.6 -1.4 6.1 30.3 28.3 21.1
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
126.50 3.6 5.2 3.1 6.0 -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.36 7.3 5.5 3.9 6.0 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.15 3.6 6.5 0.3 6.0 19.4 22.9 --
Sahara Midcap Fund - Direct (G) Not Ranked
4.97 4.3 6.8 1.2 5.6 20.8 25.3 --
Motilal Focused Midcap 30 - RP (G) Not Ranked
488.11 4.1 -0.3 -2.1 5.5 35.1 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
334.90 3.7 -0.8 -2.2 5.4 20.1 -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
104.65 3.5 5.1 2.9 5.4 -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
309.45 5.2 2.4 0.7 5.0 30.8 -- --
Kotak Emerging Equity - Regular (G) Rank 3
753.82 5.9 6.4 0.5 5.0 34.5 29.2 18.6
Can Robeco Emer-Equities-Direct (G) Not Ranked
93.01 4.8 1.8 -3.1 4.9 37.0 34.4 --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.54 3.5 5.3 2.5 4.9 -- -- --
Franklin India Prima Fund (G) Rank 3
3,562.74 4.4 5.6 1.5 4.8 29.7 29.6 20.2
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
80.27 3.5 3.5 -0.6 4.8 29.2 27.5 --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
58.16 4.2 5.6 -0.1 4.6 23.0 20.0 11.1
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
119.88 3.4 5.3 2.3 4.4 -- -- --
Sahara Midcap Fund (G) Not Ranked
3.60 4.2 6.3 0.4 4.3 19.9 24.7 12.4
Birla SL Midcap Fund -Direct (G) Not Ranked
37.47 4.7 2.7 -2.0 4.3 28.9 25.6 --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,788.83 3.4 3.3 -1.0 4.1 28.3 26.7 15.4
HDFC MidCap Opport.- Direct (G) Not Ranked
905.52 3.8 4.8 -- 4.1 27.1 29.3 --
Can Robeco Emerg-Equities (G) Rank 2
736.79 4.7 1.5 -3.6 4.0 35.8 33.3 20.9
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.68 4.4 2.0 -3.7 3.7 -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.78 5.6 3.2 -4.5 3.6 45.8 -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
40.04 4.4 2.0 -3.7 3.5 -- -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,509.17 4.6 2.5 -2.3 3.5 27.8 24.6 14.7
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.59 5.8 3.2 -4.3 3.5 45.2 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.12 5.8 3.2 -4.4 3.3 45.3 -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.79 5.8 3.2 -4.4 3.2 44.7 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
42.39 5.6 3.1 -4.6 3.2 44.3 -- --
HDFC MidCap Opportunities (G) Rank 3
9,733.96 3.7 4.6 -0.5 3.2 26.0 28.3 19.1
L&T Midcap Fund -Direct (G) Not Ranked
18.18 3.2 -0.1 -3.1 3.0 30.4 30.2 --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
69.64 5.7 3.1 -4.5 3.0 43.6 -- --
UTI Mid Cap - Direct (G) Not Ranked
152.22 4.6 4.4 -1.1 2.9 32.3 34.7 --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
103.98 5.8 3.1 -4.5 2.7 43.7 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
55.56 5.7 3.1 -4.5 2.7 43.2 -- --
L&T Midcap Fund (G) Not Ranked
355.04 3.2 -0.2 -3.5 2.1 29.3 29.2 16.6
UTI Mid Cap (G) Rank 2
3,203.82 4.5 4.1 -1.6 2.0 31.2 33.7 20.1
HSBC Midcap Equity - Direct (G) Not Ranked
62.11 5.5 4.5 -0.2 1.9 28.6 30.5 --
Birla SL Buy India -Direct (G) Not Ranked
4.10 -6.5 -0.2 -8.3 1.7 36.5 24.8 --
SBI Magnum Global Fund - Direct (G) Not Ranked
193.15 4.3 4.5 -2.0 1.6 27.6 26.4 --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.78 5.7 5.0 0.7 1.5 -- -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
11.91 2.9 1.7 -3.8 1.2 32.3 30.9 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.33 2.5 4.5 1.7 1.1 17.4 20.5 --
HSBC Midcap Equity Fund (G) Rank 3
337.34 5.4 4.3 -0.6 1.1 27.7 29.5 13.1
Birla Sun Life Buy India (G) Not Ranked
55.26 -6.5 -0.4 -8.6 1.0 35.7 24.0 18.4
Religare Invesco Mid Cap-Direct (G) Not Ranked
4.39 4.3 1.1 -2.5 0.8 28.7 28.9 --
Birla SL MNC Fund -Direct (G) Not Ranked
283.44 2.2 3.8 -2.0 0.7 38.6 32.6 --
Sahara Wealth Plus - VPO (G) Not Ranked
8.07 2.5 4.4 1.4 0.6 17.0 20.1 12.7
SBI Magnum Global Fund (G) Rank 3
2,158.87 4.2 4.2 -2.6 0.6 26.5 25.4 18.4
Religare Invesco Mid N Small-DP (G) Not Ranked
31.93 4.5 1.3 -2.7 0.5 27.5 28.8 --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
198.54 5.6 4.5 -0.2 -- -- -- --
JPMorgan (I) Mid and Small Cap (G) Rank 3
643.40 2.9 1.6 -4.0 0.5 30.9 29.6 19.1
Taurus Discovery Fund -Direct (G) Not Ranked
0.90 4.6 2.4 -4.2 -0.3 25.4 22.1 --
Birla Sun Life MNC Fund (G) Rank 3
2,478.38 2.1 3.5 -2.6 -0.4 37.2 31.5 21.7
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 5.6 1.8 -4.6 -0.5 35.1 32.4 16.8
Sundaram SMILE Fund -Direct (G) Not Ranked
54.91 5.6 1.8 -4.6 -0.6 35.0 32.4 --
LIC NOMURA MF Midcap Fund - Direct (G) Not Ranked
35.49 3.9 4.9 -1.5 -0.7 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
532.93 3.9 3.1 -0.5 -0.8 24.3 24.0 --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.72 6.2 5.3 -2.2 -0.8 -- -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.16 6.2 5.1 -2.1 -0.9 -- -- --
Sundaram SMILE Fund (G) Rank 3
1,238.37 5.5 1.7 -4.8 -0.9 34.3 31.7 16.2
Reliance Mid & Small Cap - Direct (G) Not Ranked
76.79 5.4 0.5 -4.6 -1.0 26.9 28.3 --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
87.48 2.8 3.9 -2.7 -1.0 26.7 30.0 --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.68 6.1 5.2 -2.2 -1.0 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
118.88 4.2 0.7 -3.3 -1.1 26.5 27.0 18.6
Taurus Discovery Fund (G) Not Ranked
32.87 4.5 2.2 -4.5 -1.1 24.7 21.4 14.9
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 2.3 3.9 0.5 -1.1 15.5 18.8 --
Axis Mid Cap Fund - Direct (G) Not Ranked
56.08 5.8 1.4 -4.4 -1.2 25.8 25.5 --
Religare Invesco Mid N SmallCap (G) Rank 3
441.19 4.4 0.9 -3.5 -1.2 25.4 27.1 19.3
Sundaram Small Cap - Series III-RP-G Not Ranked
38.30 6.2 5.2 -2.4 -1.3 -- -- --
IDFC Premier Equity - B (G) Not Ranked
23.56 3.8 3.0 -0.8 -1.4 23.5 23.2 17.0
Sundaram Small Cap - Series II-RP-G Not Ranked
61.00 6.2 5.0 -2.3 -1.4 -- -- --
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 3.8 3.0 -0.8 -1.4 23.4 23.2 16.9
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.14 5.5 -1.1 -5.0 -1.4 21.2 23.0 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.43 2.3 3.9 0.4 -1.4 15.2 18.5 11.4
LIC NOMURA MF Midcap Fund - Regular (G) Not Ranked
36.47 3.8 4.6 -1.9 -1.4 -- -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
40.45 6.1 5.1 -2.4 -1.5 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
20.18 3.6 1.5 -5.1 -1.8 30.7 30.6 --
ICICI Pru MidCap Fund (G) Rank 3
1,199.50 2.8 3.7 -3.0 -1.8 25.7 28.9 15.7
Reliance Mid & Small Cap Fund (G) Rank 4
2,173.08 5.3 0.2 -5.1 -1.8 25.8 27.4 15.5
Edelweiss Emerging Leaders (G) Not Ranked
39.88 5.4 -1.2 -5.4 -2.1 20.4 22.3 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.55 1.2 -0.7 -6.9 -2.3 -- -- --
Axis Mid Cap Fund (G) Rank 5
1,181.42 5.7 1.1 -4.9 -2.4 24.3 23.9 18.6
Tata Mid Cap Growth Fund (G) Rank 2
537.85 3.6 1.3 -5.4 -2.6 29.7 29.5 17.9
Can Robeco India Opport. - RP-(G) Not Ranked
104.79 1.1 -0.9 -7.1 -2.7 -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
6.09 4.3 1.1 -2.9 -3.1 -- -- --
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.54 3.0 0.5 -5.9 -3.7 17.7 -- --
Union KBC Small & Mid Cap -RP (G) Not Ranked
105.95 4.3 1.0 -3.3 -4.1 -- -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
153.18 3.0 0.3 -6.1 -4.2 17.2 -- --
IDFC Sterling Equity - Direct (G) Not Ranked
86.04 4.6 0.9 -2.2 -4.9 20.5 19.2 --
Templeton (I) Equity Income - Dir (G) Not Ranked
20.76 1.5 5.9 -2.3 -5.5 15.5 13.8 --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,378.78 4.6 0.7 -2.5 -5.6 19.5 18.2 12.7
Templeton (I) Equity Income (G) Not Ranked
952.40 1.5 5.7 -2.6 -6.1 14.9 13.2 8.6
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
71.91 6.2 2.2 1.8 -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
9.20 6.1 2.5 -- -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
0.36 5.8 2.4 -- -- -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
33.64 6.2 2.1 -- -- -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
2.27 5.7 1.9 2.0 -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
1.30 5.8 1.9 -- -- -- -- --
CATEGORY AVERAGE 4.4 3.3 -1.5 2.5 21.2 16.2 10.0

Note : Returns have been calculated based on NAV's as on Apr 29, 2016 & Index values as on Apr 29, 2016

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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