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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 Dec 08, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Oct 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sahara Midcap Fund - Direct (G) Not Ranked
4.90 -2.0 2.3 16.6 20.9 10.5 27.0 --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
390.35 -5.3 -2.0 10.2 20.4 18.9 44.8 --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.85 -5.9 -5.5 10.0 20.4 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 1
3,106.06 -5.4 -2.1 9.8 19.6 18.1 43.8 29.6
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
9.23 -8.0 -6.9 10.3 19.3 8.8 -- --
Sponsored Advt.
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,129.93 -5.4 -4.8 9.5 16.2 11.6 29.9 22.4
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
154.78 -8.1 -7.3 10.0 19.2 9.4 -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
57.23 -6.1 -5.8 9.5 19.2 -- -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
242.91 -4.9 -3.5 11.4 19.1 16.5 37.5 --
Sahara Midcap Fund (G) Not Ranked
3.62 -2.1 1.8 15.5 18.8 9.1 26.0 19.8
Birla SL Small & Midcap -Direct (G) Not Ranked
25.14 -6.8 -6.1 8.0 18.8 14.5 31.8 --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
128.03 -8.2 -7.5 9.7 18.7 8.6 -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
146.20 -8.0 -7.1 10.0 18.7 8.3 -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.18 -7.3 -10.0 8.1 18.6 -- -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
1,262.68 -3.1 -5.1 12.2 18.4 11.9 31.7 --
Mirae Emerging Bluechip Fund (G) Rank 1
2,010.42 -5.0 -3.7 10.9 18.1 15.5 36.2 28.9
Birla SL Small and Midcap Fund (G) Not Ranked
257.58 -6.8 -6.3 7.5 17.9 13.6 30.7 22.2
Kotak Emerging Equity - Direct (G) Not Ranked
51.80 -5.6 -4.9 7.3 17.7 13.8 35.3 --
HDFC MidCap Opportunities (G) Rank 3
11,208.20 -3.2 -5.4 11.6 17.3 10.9 30.6 24.6
Franklin (I) Smaller Co -Direct (G) Not Ranked
582.73 -4.4 -5.8 6.5 17.2 13.9 35.9 --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
112.25 -5.3 -4.6 10.0 17.1 12.4 30.8 --
L&T Emerging Businesses Fund-DP (G) Not Ranked
15.79 -5.2 -2.1 15.7 16.8 14.0 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
9.30 -5.3 -4.8 8.1 16.7 12.7 31.5 --
Sundaram Select Midcap -IP (D) Not Ranked
0.20 -5.8 -5.4 10.1 16.6 12.8 32.8 24.3
Sundaram Select Midcap -Direct (G) Not Ranked
200.86 -5.8 -5.4 10.1 16.6 12.9 33.0 --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
239.68 -7.5 -10.5 7.1 16.5 -- -- --
Sundaram Select Midcap -RP (G) Rank 3
3,805.13 -5.8 -5.5 9.9 16.3 12.4 32.3 23.9
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,129.93 -5.4 -4.8 9.5 16.2 11.6 29.9 22.4
L&T Emerging Businesses Fund-RP (G) Not Ranked
302.98 -5.2 -2.4 15.2 16.0 13.2 -- --
Kotak Emerging Equity - Regular (G) Rank 2
996.58 -5.7 -5.2 6.4 15.9 12.2 33.7 24.4
Franklin (I) Smaller Cos (G) Rank 1
2,996.11 -4.5 -6.1 5.9 15.8 12.4 34.3 29.9
Birla SL Pure Value - Direct (G) Not Ranked
80.43 -4.6 -5.4 10.8 15.6 8.8 35.4 --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
429.74 -5.4 -5.2 7.2 14.9 11.0 29.8 22.2
L&T Midcap Fund -Direct (G) Not Ranked
24.13 -3.7 -1.4 13.9 14.9 12.9 34.5 --
Franklin (I) Prima - Direct (G) Not Ranked
384.36 -4.6 -6.3 5.0 14.6 11.5 30.7 --
Birla SL Pure Value Fund (G) Rank 3
455.73 -4.6 -5.6 10.3 14.6 7.8 34.3 24.5
L&T Midcap Fund (G) Rank 2
464.73 -3.8 -1.6 13.4 14.0 12.0 33.4 24.8
Sundaram Small Cap - Series III-DP-G Not Ranked
0.82 -5.9 -5.5 12.3 13.9 -- -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.77 -5.9 -5.5 12.4 13.9 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
36.75 -3.8 -6.1 10.3 13.7 8.8 24.3 17.8
Sundaram Small Cap - Series II-DP-G Not Ranked
1.32 -5.9 -5.6 12.4 13.7 8.1 -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
43.22 -5.9 -5.6 12.1 13.5 -- -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
45.65 -5.9 -5.6 12.2 13.5 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
536.42 -4.9 -5.8 7.8 13.5 15.0 -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
3.24 -5.9 -6.9 7.1 13.5 9.6 -- --
Franklin India Prima Fund (G) Rank 2
4,045.59 -4.7 -6.5 4.5 13.4 10.2 29.2 25.2
Sundaram Small Cap - Series II-RP-G Not Ranked
68.84 -5.9 -5.7 12.2 13.3 7.3 -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
162.05 -6.5 -0.8 9.1 13.2 17.0 42.4 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 -3.0 -4.5 6.9 13.2 6.1 19.4 --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
270.83 -6.0 -6.9 6.8 13.0 9.1 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
50.54 -5.0 -5.9 9.1 12.9 11.5 30.1 --
Sahara Wealth Plus - VPO (G) Not Ranked
8.48 -3.1 -4.6 6.6 12.6 5.7 19.0 17.3
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.43 -7.1 -7.1 4.1 12.3 -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
3.38 -7.1 -7.1 4.0 12.2 -- -- --
SBI Magnum Midcap Fund - Direct (G) Not Ranked
286.71 -6.2 -6.0 2.2 12.2 13.5 32.4 --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.49 -4.7 -6.1 7.1 12.2 8.9 -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
691.58 -5.0 -6.0 7.2 12.1 13.6 -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,722.71 -5.1 -6.1 8.6 12.0 10.6 29.1 21.1
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
106.98 -7.1 -7.2 3.8 11.9 -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
63.02 -7.1 -7.2 3.9 11.9 -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
219.91 -4.7 -6.1 6.9 11.8 8.4 -- --
SBI Emerging Businesses -Direct (G) Not Ranked
141.25 -4.7 -5.9 3.3 11.7 7.3 22.9 --
SBI Small & Midcap Fund (G) Not Ranked
633.03 -6.6 -1.1 8.5 11.7 15.4 40.6 --
Reliance Small Cap - Direct (G) Not Ranked
253.79 -5.2 -1.4 12.4 11.6 13.2 38.9 --
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.49 -11.2 -1.3 17.2 11.3 11.7 25.4 --
Axis Small Cap Fund - Direct (G) Not Ranked
6.88 -5.9 -4.1 5.9 11.1 9.7 30.4 --
SBI Magnum Midcap Fund (G) Rank 2
2,225.07 -6.3 -6.3 1.6 10.9 12.2 31.1 27.1
SBI Emerging Busi (G) Rank 5
1,652.62 -4.8 -6.1 2.9 10.8 6.3 21.9 18.7
Templeton (I) Equity Income - Dir (G) Not Ranked
24.44 -3.4 -4.2 7.9 10.8 5.5 16.1 --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.70 -3.7 -7.5 9.4 10.6 8.2 25.0 --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 -3.2 -5.0 5.7 10.6 4.0 17.4 --
Edelweiss Emerging Leaders (G) Not Ranked
57.13 -11.3 -1.5 16.8 10.5 10.9 24.7 20.0
Reliance Small Cap Fund (G) Rank 2
2,117.31 -5.3 -1.7 11.7 10.4 12.1 37.6 28.8
Invesco India Mid Cap-Direct (G) Not Ranked
5.21 -4.2 -4.3 6.4 10.4 7.7 29.5 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.48 -3.2 -5.1 5.5 10.2 3.7 17.1 15.7
Templeton (I) Equity Income (G) Not Ranked
916.47 -3.5 -4.4 7.5 10.1 4.9 15.4 15.3
Reliance Mid & Small Cap - Direct (G) Not Ranked
111.48 -5.8 -5.8 7.5 10.0 8.3 30.7 --
Taurus Discovery Fund (G) Not Ranked
35.88 -3.8 -7.6 9.1 9.9 7.4 24.2 21.2
Axis Small Cap Fund (G) Not Ranked
340.35 -6.0 -4.4 5.3 9.8 8.5 29.0 --
Can Robeco Emer-Equities-Direct (G) Not Ranked
141.18 -6.4 -6.0 8.0 9.5 11.0 36.7 --
Invesco India Mid N Small-DP (G) Not Ranked
30.37 -4.6 -4.9 5.5 9.4 7.1 27.9 --
Sahara Star Value Fund (G) Not Ranked
0.64 -2.7 -3.7 9.9 9.3 4.8 23.5 14.2
ICICI Pru MidCap Fund - Direct (G) Not Ranked
83.79 -3.1 -4.5 11.6 9.3 6.2 30.8 --
UTI Mid Cap - Direct (G) Not Ranked
228.65 -6.5 -8.1 4.8 9.0 7.8 32.8 --
Reliance Mid & Small Cap Fund (G) Rank 3
2,252.58 -5.9 -6.0 7.0 9.0 7.4 29.7 23.2
Sahara Star Value Fund -Direct (G) Not Ranked
0.10 -2.7 -3.6 9.9 8.9 4.2 26.3 --
HSBC Midcap Equity - Direct (G) Not Ranked
63.59 -7.2 -7.0 2.7 8.9 8.9 33.4 --
ICICI Pru MidCap Fund (G) Rank 4
1,093.62 -3.2 -4.8 11.0 8.4 5.2 29.7 23.4
Invesco India Mid Cap (G) Not Ranked
133.53 -4.4 -4.7 5.5 8.4 5.7 27.3 22.6
Can Robeco Emerg-Equities (G) Rank 2
1,080.09 -6.5 -6.3 7.3 8.2 10.0 35.4 27.4
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
13.92 -8.3 -8.0 6.7 8.1 12.4 -- --
HSBC Midcap Equity Fund (G) Rank 3
343.78 -7.3 -7.2 2.4 8.1 8.1 32.4 21.4
UTI Mid Cap (G) Rank 3
3,376.39 -6.6 -8.3 4.3 8.0 6.8 31.7 25.0
IDFC Sterling Equity - Direct (G) Not Ranked
88.31 -6.1 -6.4 6.0 7.9 4.0 20.2 --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.54 -8.3 -8.1 6.7 7.9 13.0 -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.43 -8.3 -8.1 6.7 7.8 14.8 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
261.61 -8.3 -8.1 6.6 7.7 11.5 -- --
Invesco India Mid N SmallCap (G) Not Ranked
432.69 -4.7 -5.3 4.6 7.6 5.4 26.0 23.3
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
144.25 -8.3 -8.2 6.5 7.5 12.1 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
180.68 -8.4 -8.2 6.5 7.4 13.9 -- --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,228.67 -6.2 -6.6 5.5 7.1 3.2 19.2 17.9
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
77.98 -6.8 -8.2 2.9 6.9 10.3 27.6 --
SBI Magnum Global Fund - Direct (G) Not Ranked
233.75 -5.8 -5.2 1.4 6.2 7.2 24.9 --
Edelweiss M&S CP-DP (G) Not Ranked
13.75 -10.0 -5.0 8.3 5.5 9.6 32.4 --
BNP Paribas Mid Cap Fund (G) Rank 3
594.20 -6.9 -8.5 2.1 5.4 8.8 26.0 24.5
SBI Magnum Global Fund (G) Rank 4
2,700.65 -5.9 -5.4 0.9 5.1 6.1 23.9 21.4
Edelweiss M&S CP (G) Rank 3
522.20 -10.0 -5.2 7.9 4.9 8.6 31.1 24.4
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.48 -5.7 -7.5 5.4 4.0 5.5 16.9 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
6.20 -7.9 -8.7 4.3 3.9 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
21.54 -6.4 -6.6 4.4 3.8 6.9 29.1 --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
43.64 -7.9 -8.8 4.1 3.5 -- -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
146.79 -5.7 -7.7 5.0 3.3 4.9 16.3 --
IDFC Premier Equity - Direct (G) Not Ranked
572.40 -6.3 -7.7 -0.2 3.3 5.2 22.0 --
Tata Mid Cap Growth Fund (G) Rank 4
560.66 -6.4 -6.7 4.1 3.1 6.1 28.1 22.1
Sundaram SMILE Fund -Direct (G) Not Ranked
52.84 -8.9 -7.4 4.4 2.8 6.3 34.6 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -8.9 -7.4 4.4 2.8 6.3 34.5 23.8
Union KBC Small & Mid Cap -DP (G) Not Ranked
7.65 -6.2 -8.4 0.2 2.8 1.7 -- --
IDFC Premier Equity - B (G) Not Ranked
17.52 -6.4 -7.9 -0.6 2.6 4.5 21.2 18.8
Axis Mid Cap Fund - Direct (G) Not Ranked
61.61 -6.6 -7.5 0.7 2.6 2.7 24.2 --
IDFC Premier Equity - Regular (G) Rank 4
5,718.58 -6.4 -7.9 -0.6 2.5 4.5 21.1 18.8
Sundaram SMILE Fund (G) Rank 3
1,114.81 -8.9 -7.5 4.3 2.5 5.9 33.9 23.1
Birla SL Buy India -Direct (G) Not Ranked
1.62 -6.5 -0.2 -8.3 1.7 36.5 24.8 --
Union KBC Small & Mid Cap -RP (G) Not Ranked
175.65 -6.2 -8.6 -0.3 1.6 0.6 -- --
Axis Mid Cap Fund (G) Rank 5
1,248.05 -6.7 -7.7 0.1 1.3 1.5 22.5 21.3
Birla Sun Life Buy India (G) Not Ranked
21.36 -6.5 -0.4 -8.6 1.0 35.7 24.0 18.4
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.64 -7.1 -7.0 0.4 -0.3 7.7 -- --
Birla SL MNC Fund -Direct (G) Not Ranked
403.32 -4.1 -8.9 -2.2 -- 8.3 28.2 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.80 -7.1 -7.0 0.5 -0.4 7.8 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.78 -7.1 -6.8 0.7 -0.4 7.9 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.39 -7.1 -7.0 0.4 -0.4 7.7 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
56.50 -7.2 -7.1 0.3 -0.7 7.1 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
42.92 -7.1 -6.9 0.5 -0.7 7.2 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
70.91 -7.1 -7.1 0.3 -0.7 6.9 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
105.33 -7.1 -7.1 0.3 -0.7 6.9 -- --
Birla Sun Life MNC Fund (G) Rank 3
3,175.29 -4.2 -9.1 -2.8 -1.3 7.1 26.9 23.8
Can Robeco India Opport. - DP-(G) Not Ranked
12.97 -6.3 -8.7 1.4 -1.7 -- -- --
Can Robeco India Opport. - RP-(G) Not Ranked
108.08 -6.4 -8.8 1.2 -2.0 -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
40.80 -7.0 -7.3 3.5 -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.62 -6.9 -7.2 3.7 -- -- -- --
DSP-BR Small & MidCap - IP (G) Not Ranked
0.27 -- -- -- -- -- -- --
DSP-BR Micro Cap Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE -5.7 -5.7 6.1 9.3 7.7 17.8 13.2

Note : Returns have been calculated based on NAV's as on Dec 08, 2016 & Index values as on Dec 08, 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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