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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 Jul 03, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
SBI Small & Midcap Fund -Direct (G) Not Ranked
46.95 7.9 5.4 8.4 52.8 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
43.45 4.5 -0.1 15.9 52.0 52.3 -- --
SBI Small & Midcap Fund (G) Not Ranked
222.28 7.8 5.0 7.7 50.9 -- -- --
Birla Sun Life MNC Fund (G) Rank 2
1,180.37 4.4 -0.3 15.3 50.5 51.1 36.5 24.6
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.79 6.9 -0.2 12.2 48.4 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.84 6.8 -0.6 12.1 47.0 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
163.19 4.6 2.7 17.2 46.9 -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.68 6.8 -0.6 12.2 46.8 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.54 6.8 -0.5 12.0 46.4 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.72 6.9 -0.4 11.4 46.1 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
79.29 5.6 0.3 9.5 45.7 65.6 -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
178.54 4.6 2.4 16.5 45.0 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.45 6.8 -0.9 11.3 44.7 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,764.44 5.6 0.2 9.1 44.7 64.5 38.7 21.2
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
102.76 6.7 -0.9 11.4 44.4 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.03 6.8 -0.8 11.2 44.1 -- -- --
SBI Midcap Fund - Direct (G) Not Ranked
92.68 5.5 2.9 11.5 40.5 56.9 -- --
Kotak Emerging Equity - Direct (G) Not Ranked
5.50 5.3 -0.7 6.2 39.7 52.2 -- --
Birla SL Buy India -Direct (G) Not Ranked
2.33 3.9 -1.4 8.1 39.4 42.7 -- --
SBI Magnum Midcap Fund (G) Rank 3
815.01 5.4 2.6 10.9 39.2 55.7 40.7 22.0
Birla Sun Life Buy India (G) Not Ranked
53.91 3.8 -1.5 7.8 38.6 41.9 33.5 18.3
Kotak Emerging Equity - Regular (G) Rank 3
504.32 5.2 -1.1 5.5 38.2 50.9 32.7 17.6
Mirae Emerging Bluechip -Direct (G) Not Ranked
40.58 6.3 1.9 8.9 36.4 56.2 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
100.99 4.2 -1.2 7.4 35.2 45.0 -- --
Mirae Emerging Bluechip Fund (G) Rank 2
652.37 6.2 1.7 8.4 35.1 54.6 37.7 24.8
Can Robeco Emer-Equities-Direct (G) Not Ranked
34.91 6.0 0.3 6.3 35.0 61.1 -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
7.90 5.0 -0.4 10.0 34.5 54.9 -- --
Franklin (I) Prima - Direct (G) Not Ranked
162.26 3.4 -0.7 5.4 34.5 47.4 -- --
UTI Mid Cap - Direct (G) Not Ranked
94.57 4.5 -1.1 4.8 34.5 59.0 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
197.64 3.2 -1.7 4.5 34.5 54.7 -- --
SBI Magnum Global Fund (G) Rank 3
1,789.46 4.1 -1.5 6.9 34.2 44.0 32.8 20.6
Tata Mid Cap Growth - Direct (G) Not Ranked
9.19 4.0 -2.1 8.1 34.1 51.9 -- --
Can Robeco Emerg-Equities (G) Rank 1
281.14 5.9 0.2 5.9 34.0 59.9 36.6 22.8
Principal Emer-Bluechip -Direct (G) Not Ranked
12.13 5.0 -0.5 7.0 33.4 49.9 -- --
UTI Mid Cap (G) Rank 2
2,479.20 4.4 -1.3 4.4 33.4 57.9 37.2 20.8
Tata Mid Cap Growth Fund (G) Rank 1
395.91 3.9 -2.3 7.7 33.0 50.7 34.5 19.0
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
4.31 6.9 3.1 11.4 32.9 49.8 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
5.28 5.6 1.5 6.0 32.5 45.8 -- --
Franklin India Prima Fund (G) Rank 3
3,172.81 3.2 -1.0 4.7 32.5 45.8 35.5 20.5
Franklin (I) Smaller Cos (G) Rank 2
1,716.69 3.0 -2.2 3.7 32.4 53.2 40.6 22.8
Principal Emerging Bluechip(G) Rank 1
452.51 4.9 -0.8 6.5 32.3 48.9 35.6 18.2
JPMorgan (I) Mid and Small Cap (G) Rank 2
347.93 4.9 -0.8 9.0 32.3 52.9 36.8 21.4
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 5.8 -4.2 0.9 31.9 61.0 33.9 17.1
Sundaram SMILE Fund -Direct (G) Not Ranked
37.95 5.8 -4.2 0.9 31.9 61.3 -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
2.56 3.8 -1.9 5.6 31.6 50.5 -- --
L&T Midcap Fund -Direct (G) Not Ranked
7.96 4.7 -0.5 6.1 31.5 53.4 -- --
BNP Paribas Mid Cap Fund (G) Not Ranked
286.85 6.8 2.8 10.8 31.3 48.4 35.0 22.2
Sundaram SMILE Fund (G) Rank 3
857.54 5.7 -4.3 0.8 31.1 60.3 33.2 16.5
Kotak Mid-Cap Fund - Regular(G) Rank 4
353.59 5.5 1.1 5.3 31.0 44.5 28.5 16.8
Sundaram Select Midcap -Direct (G) Not Ranked
83.11 6.3 1.8 9.0 30.6 49.1 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 6.2 1.8 8.9 30.5 48.9 33.5 20.1
L&T Midcap Fund (G) Not Ranked
307.82 4.6 -0.8 5.7 30.4 52.2 32.8 18.1
Religare Invesco Mid N Small-DP (G) Not Ranked
22.95 3.9 -2.3 5.5 29.9 49.1 -- --
Sundaram Select Midcap -RP (G) Rank 4
2,770.75 6.2 1.7 8.6 29.6 48.1 33.1 19.4
Religare Invesco Mid Cap (G) Not Ranked
101.68 3.7 -2.4 4.6 29.2 48.4 33.7 21.0
Birla SL Midcap Fund -Direct (G) Not Ranked
26.45 5.3 0.9 8.0 29.0 43.8 -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.22 5.3 -0.5 9.4 28.7 45.4 -- --
Taurus Discovery Fund (G) Not Ranked
32.54 5.2 -0.8 9.1 28.1 44.7 31.1 15.5
Religare Invesco Mid N SmallCap (G) Rank 3
376.44 3.8 -2.7 4.6 27.8 47.2 34.9 21.9
Birla Sun Life Midcap Fund (G) Rank 4
1,492.85 5.2 0.7 7.6 27.8 42.7 28.8 15.2
HDFC MidCap Opport.- Direct (G) Not Ranked
666.39 2.9 0.4 3.9 27.7 48.9 -- --
IDFC Premier Equity - Direct (G) Not Ranked
579.15 2.7 -2.5 6.6 27.6 41.3 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
53.28 4.9 2.6 5.0 27.2 48.7 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
71.84 3.4 -0.3 4.6 26.8 58.5 -- --
IDFC Premier Equity - B (G) Not Ranked
37.56 2.7 -2.6 6.4 26.8 40.5 29.4 19.7
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 2.7 -2.7 6.4 26.6 40.3 29.3 19.6
HDFC MidCap Opportunities (G) Rank 3
8,957.92 2.8 0.1 3.4 26.6 47.8 31.9 21.4
Edelweiss Select Midcap -Direct (G) Not Ranked
0.78 2.7 -0.5 6.0 26.3 38.8 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
ICICI Pru MidCap Fund (G) Rank 3
1,183.79 3.4 -0.5 4.2 25.8 57.3 32.5 16.1
Edelweiss Select Midcap Fund (G) Not Ranked
26.25 2.6 -0.6 5.7 25.6 38.2 29.4 --
Axis Mid Cap Fund (G) Rank 4
999.35 4.8 2.3 4.4 25.6 46.7 34.8 --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
75.26 6.3 -0.5 3.2 24.6 47.7 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
6.09 3.1 -2.2 1.9 24.3 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,776.86 6.2 -0.6 2.9 23.8 46.8 29.6 16.8
HSBC Midcap Equity - Direct (G) Not Ranked
60.72 4.2 0.1 4.6 23.8 60.9 -- --
Reliance Small Cap - Direct (G) Not Ranked
141.56 5.8 -0.8 -0.4 23.7 63.9 -- --
IDFC Sterling Equity - Direct (G) Not Ranked
114.27 4.8 -2.3 2.0 23.1 38.5 -- --
Axis Small Cap Fund - Regular (G) Not Ranked
309.87 3.0 -2.5 1.3 22.9 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
287.32 4.2 -0.1 4.2 22.9 59.8 28.4 11.7
Reliance Mid & Small Cap - Direct (G) Not Ranked
66.54 3.7 -2.7 1.6 22.7 49.5 -- --
Reliance Small Cap Fund (G) Rank 3
1,419.99 5.7 -1.0 -0.8 22.7 62.6 37.1 --
IDFC Sterling Equity Fund - G Rank 5
1,767.08 4.7 -2.5 1.7 22.1 37.3 25.3 16.1
Birla SL Small & Midcap -Direct (G) Not Ranked
5.44 4.4 -0.8 4.6 22.0 43.0 -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.49 6.2 -2.2 7.4 22.0 -- -- --
Reliance Mid & Small Cap Fund (G) Rank 3
2,274.41 3.7 -2.8 1.3 21.8 48.4 30.3 16.6
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
148.44 6.2 -2.2 7.1 21.4 -- -- --
Birla SL Small and Midcap Fund (G) Not Ranked
182.81 4.3 -1.0 4.3 20.9 41.8 27.9 14.8
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.79 4.1 -1.3 1.8 20.8 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.36 4.1 -1.4 1.7 20.4 -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
117.10 4.4 -2.4 0.7 20.2 31.3 -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
4.07 3.7 -1.1 0.9 19.8 -- -- --
SBI Emerging Busi (G) Rank 5
1,543.60 4.3 -2.7 0.2 19.2 30.2 23.5 19.8
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
76.30 3.7 -1.3 0.5 19.2 -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.62 3.8 -3.6 1.2 17.9 -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 4.1 -0.3 3.9 17.2 33.8 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
313.54 3.8 -3.7 0.9 17.1 -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.14 4.3 -1.4 1.5 17.0 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
9.39 4.1 -0.4 3.7 16.9 33.4 25.1 14.7
Motilal MOSt Shares Midcap 100 ETF Not Ranked
158.02 4.6 -- 4.4 16.5 35.2 21.8 --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
189.78 4.2 -1.5 1.2 16.4 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.06 3.9 -0.8 3.1 15.7 32.3 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.75 3.9 -0.9 3.0 15.4 32.0 23.8 13.6
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.15 6.7 0.6 1.1 14.8 -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
232.43 6.7 0.4 0.3 14.2 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
51.72 6.1 -1.2 -0.6 11.0 51.4 -- --
Birla SL Pure Value Fund (G) Rank 4
367.08 6.0 -1.4 -1.1 10.0 50.2 33.3 17.8
Sahara Midcap Fund - Direct (G) Not Ranked
5.97 5.9 -2.3 -2.0 7.1 39.7 -- --
Sahara Midcap Fund (G) Not Ranked
4.58 5.9 -2.4 -2.2 6.9 39.5 23.0 12.5
Sahara Star Value Fund (G) Not Ranked
1.63 5.1 -2.1 -7.8 -8.3 34.6 13.8 6.8
Sahara Star Value Fund -Direct (G) Not Ranked
0.38 5.0 -2.3 -8.1 -8.6 39.6 -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.69 6.5 0.4 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.55 6.6 -2.6 10.1 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
154.51 6.6 -2.9 9.2 -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 3.5 -2.2 0.2 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.51 3.5 -2.5 -0.3 -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
122.72 6.4 0.3 -0.3 -- -- -- --
CATEGORY AVERAGE 4.7 -0.8 5.0 26.1 34.1 22.2 11.7

Note : Returns have been calculated based on NAV's as on Jul 03, 2015 & Index values as on Jul 03, 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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