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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 Jun 28, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Mid & Small Cap Fund (G) Rank 4
2,417.62 0.8 6.4 22.6 24.4 15.3 18.9 24.5
L&T Emerging Businesses Fund-DP (G) Not Ranked
41.52 0.9 13.3 36.4 47.5 29.2 26.5 --
L&T Emerging Businesses Fund-RP (G) Not Ranked
492.49 0.9 13.0 35.9 46.3 28.3 25.6 --
L&T Midcap Fund -Direct (G) Rank 2
43.50 1.3 10.6 29.9 39.6 22.2 26.4 --
Reliance Small Cap - Direct (G) Rank 2
358.56 0.5 9.2 28.7 39.1 25.3 26.0 --
L&T Midcap Fund (G) Rank 2
564.73 1.2 10.4 29.4 38.4 21.2 25.4 28.4
Sponsored Advt.
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,719.48 -1.8 4.2 22.2 26.5 18.6 20.7 25.4
Reliance Small Cap Fund (G) Rank 2
2,626.97 0.4 8.9 27.9 37.5 24.0 24.7 32.1
Mirae Emerging Bluechip -Direct (G) Rank 1
419.57 0.2 8.8 29.5 37.5 23.3 29.3 --
Sahara Midcap Fund - Direct (G) Not Ranked
5.20 -2.5 5.0 22.3 37.3 22.5 17.5 --
Mirae Emerging Bluechip Fund (G) Rank 1
2,785.30 0.1 8.5 29.0 36.5 22.3 28.2 31.9
Can Robeco Emer-Equities-Direct (G) Rank 2
171.05 0.3 8.5 31.4 36.0 20.0 26.1 --
IDFC Sterling Equity - Direct (G) Rank 4
93.00 0.2 10.2 34.7 35.9 15.0 19.3 --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.62 0.9 9.2 31.1 35.0 22.5 -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
14.54 0.9 9.1 30.9 34.9 22.2 -- --
Birla SL Small & Midcap -Direct (G) Rank 1
61.04 -1.0 7.8 31.3 34.7 24.5 24.8 --
Sahara Midcap Fund (G) Not Ranked
3.87 -2.7 4.5 21.1 34.7 20.5 16.1 22.5
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.72 0.9 9.1 30.9 34.7 22.1 -- --
IDFC Sterling Equity Fund - RP (G) Rank 4
1,178.41 0.1 9.9 34.0 34.6 14.1 18.3 21.0
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
187.24 0.9 9.1 30.9 34.5 22.1 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
275.08 0.9 9.0 30.7 34.4 21.8 -- --
Can Robeco Emerg-Equities (G) Rank 2
1,301.40 0.2 8.2 30.6 34.3 18.7 24.9 29.4
Sundaram SMILE Fund - IP (G) Rank 3
0.02 2.7 11.6 33.1 34.3 18.8 24.5 27.9
Sundaram SMILE Fund -Direct (G) Rank 3
59.36 2.7 11.6 33.1 34.3 18.8 24.5 --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
151.63 0.9 9.0 30.7 34.2 21.6 -- --
Sundaram SMILE Fund (G) Rank 3
1,045.83 2.6 11.4 32.7 33.7 18.3 23.9 27.3
Birla SL Small and Midcap Fund (G) Rank 1
422.72 -1.1 7.6 30.6 33.4 23.4 23.7 26.3
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.36 1.0 14.0 23.6 33.0 20.3 -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
204.63 0.9 13.9 23.4 32.4 19.8 -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
131.48 1.9 8.0 26.7 32.3 21.4 32.4 --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.86 -0.7 8.9 26.3 32.2 21.8 -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
57.44 -0.8 8.7 25.9 31.1 20.7 -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
3.30 3.4 7.4 9.4 31.0 19.1 -- --
SBI Small & Midcap Fund (G) Not Ranked
543.20 1.8 7.7 26.0 30.8 19.8 30.7 --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.56 1.4 9.8 29.7 30.8 -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
3.57 1.4 9.8 29.7 30.7 -- -- --
HDFC MidCap Opport.- Direct (G) Rank 3
1,605.39 -0.4 5.0 22.6 30.7 17.7 22.1 --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
269.67 3.4 7.4 9.4 30.6 18.6 -- --
DSP-BR Micro Cap Fund - Direct (G) Rank 1
708.37 0.7 6.5 23.2 30.4 23.7 31.8 --
Kotak Mid-Cap Fund - Direct (G) Rank 2
13.54 -0.3 5.5 25.9 30.3 19.1 24.6 --
Birla SL Pure Value - Direct (G) Rank 3
166.31 -2.1 3.9 22.8 30.3 19.3 17.1 --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
66.11 1.3 9.6 29.3 30.2 -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.70 1.4 9.7 29.3 30.1 -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
112.22 1.3 9.6 29.3 30.1 -- -- --
Birla SL Midcap Fund -Direct (G) Rank 3
72.41 -1.3 6.5 25.4 29.9 16.2 21.3 --
DSP-BR Micro Cap Fund - RP (G) Rank 1
4,258.41 0.7 6.4 22.9 29.6 22.9 30.9 32.2
HDFC MidCap Opportunities (G) Rank 3
12,753.08 -0.4 4.8 22.0 29.5 16.6 21.0 26.3
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
42.72 1.3 9.5 29.0 29.5 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
25.82 -0.5 2.8 24.6 29.1 15.7 17.3 19.9
Birla SL Pure Value Fund (G) Rank 3
688.82 -2.2 3.7 22.2 29.0 18.2 16.0 27.1
Kotak Emerging Equity - Direct (G) Rank 2
73.04 0.4 4.3 24.3 28.8 19.4 27.0 --
Birla Sun Life Midcap Fund (G) Rank 3
1,810.60 -1.4 6.2 24.8 28.7 15.2 20.2 23.4
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.16 -2.2 6.1 30.1 28.6 16.0 -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.47 -0.9 6.5 26.6 28.5 13.1 19.2 --
Sundaram Select Midcap -IP (D) Rank 3
0.21 0.3 5.7 21.7 28.5 17.2 22.5 27.3
Sundaram Select Midcap -Direct (G) Rank 3
366.07 0.3 5.7 21.7 28.5 17.3 22.5 --
Kotak Mid-Cap Fund - Regular(G) Rank 2
533.57 -0.5 5.1 24.8 28.2 17.3 22.8 24.3
Taurus Discovery Fund (G) Not Ranked
39.60 -0.9 6.4 26.3 28.0 12.5 18.5 23.9
Sundaram Small Cap - Series III-DP-G Not Ranked
0.88 -0.6 4.8 21.8 28.0 14.8 -- --
Sundaram Select Midcap -RP (G) Rank 3
4,246.28 0.2 5.5 21.3 27.9 16.8 21.9 26.9
ICICI Pru MidCap Fund - Direct (G) Rank 3
89.43 0.8 3.6 20.5 27.9 14.0 19.1 --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.84 -0.7 4.5 21.4 27.8 14.7 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
71.07 2.2 6.4 29.6 27.8 17.0 20.8 --
DSP-BR Small & Mid Cap -Direct (G) Rank 3
206.69 -1.7 4.5 22.7 27.6 19.5 21.6 --
Sundaram Small Cap - Series III-RP-G Not Ranked
46.56 -0.6 4.7 21.6 27.5 14.4 -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.42 -0.7 4.5 21.4 27.5 14.4 -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
49.21 -0.7 4.4 21.2 27.3 14.2 -- --
Sundaram Small Cap - Series II-RP-G Not Ranked
74.03 -0.7 4.4 21.2 27.1 14.0 -- --
Franklin (I) Smaller Co -Direct (G) Rank 2
862.32 -0.3 6.4 23.2 27.1 19.9 26.1 --
Kotak Emerging Equity - Regular (G) Rank 2
1,329.58 0.2 3.9 23.4 26.9 17.6 25.3 26.8
HSBC Midcap Equity Fund (G) Not Ranked
329.75 2.1 6.2 29.1 26.8 16.2 19.9 23.8
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.56 -2.0 5.1 22.3 26.7 18.4 -- --
ICICI Pru MidCap Fund (G) Rank 3
1,064.62 0.7 3.3 19.9 26.6 12.9 18.0 24.6
BNP Paribas Mid Cap Fund -Dir (G) Rank 3
91.56 2.4 8.3 27.9 26.6 15.6 22.2 --
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,719.48 -1.8 4.2 22.2 26.5 18.6 20.7 25.4
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
236.55 -2.4 5.5 29.0 26.5 14.1 -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
268.95 -2.1 5.0 22.1 26.3 17.8 -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.07 -2.0 3.6 23.0 26.2 19.6 9.9 --
Sahara Star Value Fund (G) Not Ranked
0.57 -2.0 3.6 23.0 26.0 20.0 10.2 17.0
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
9.46 -2.3 4.6 21.3 25.9 17.6 -- --
Edelweiss M&S CP-DP (G) Not Ranked
14.01 0.5 7.8 24.6 25.8 12.7 21.2 --
Reliance Mid & Small Cap - Direct (G) Rank 4
152.20 0.9 6.7 23.2 25.7 16.3 20.0 --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
138.19 -2.3 4.5 21.3 25.5 17.2 -- --
Templeton (I) Equity Income - Dir (G) Not Ranked
27.75 -0.3 4.5 18.0 25.5 11.3 13.5 --
Franklin (I) Smaller Cos (G) Rank 2
3,838.74 -0.4 6.1 22.4 25.5 18.3 24.3 31.9
Tata Mid Cap Growth - Direct (G) Rank 3
22.60 0.2 5.7 25.1 25.3 11.6 20.3 --
Edelweiss M&S CP (G) Not Ranked
451.71 0.4 7.7 24.3 25.2 12.2 20.2 26.8
BNP Paribas Mid Cap Fund (G) Rank 3
623.45 2.2 7.9 27.0 24.8 13.9 20.5 26.4
Templeton (I) Equity Income (G) Not Ranked
912.38 -0.4 4.3 17.6 24.7 10.6 12.8 17.2
Invesco India Mid Cap-Direct (G) Not Ranked
5.05 -0.7 5.0 23.5 24.7 12.6 20.0 --
Invesco India Mid N Small-DP (G) Not Ranked
28.07 -0.6 5.3 24.1 24.6 12.8 19.4 --
Tata Mid Cap Growth Fund (G) Rank 3
537.77 0.1 5.5 24.7 24.5 10.8 19.4 24.8
Reliance Mid & Small Cap Fund (G) Rank 4
2,417.62 0.8 6.4 22.6 24.4 15.3 18.9 24.5
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 -0.7 5.4 20.3 24.2 12.3 14.8 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
6.34 -0.8 5.2 24.3 23.9 13.4 -- --
Franklin (I) Prima - Direct (G) Rank 3
517.61 -1.3 3.7 22.4 23.8 15.9 22.7 --
Sahara Wealth Plus - VPO (G) Not Ranked
8.56 -0.8 5.2 20.0 23.6 11.7 14.4 20.2
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
44.53 -0.8 5.0 24.1 23.5 13.1 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.34 2.2 11.4 25.2 23.2 11.7 23.4 --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.65 2.2 11.2 24.7 23.0 11.6 23.7 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.49 2.2 11.3 25.0 23.0 11.6 23.2 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.50 2.2 11.2 24.8 22.9 11.7 23.2 --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
101.45 2.2 11.3 25.0 22.8 11.3 22.4 --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.85 2.2 11.1 24.5 22.6 11.2 22.7 --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.67 2.2 11.2 24.8 22.6 11.2 22.3 --
Invesco India Mid Cap (G) Not Ranked
145.39 -0.8 4.5 22.5 22.6 10.6 17.8 24.3
Franklin India Prima Fund (G) Rank 3
4,457.05 -1.4 3.4 21.8 22.5 14.6 21.3 27.3
Invesco India Mid N SmallCap (G) Not Ranked
420.06 -0.8 4.8 23.1 22.5 10.9 17.4 25.1
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.73 2.1 11.1 24.6 22.5 11.3 22.3 --
Axis Small Cap Fund - Direct (G) Not Ranked
7.20 2.4 4.9 18.2 22.3 14.8 19.3 --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 -1.0 4.7 18.8 21.3 9.7 12.6 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.44 -1.0 4.6 18.7 20.9 9.4 12.3 18.4
Axis Small Cap Fund (G) Not Ranked
354.31 2.3 4.6 17.6 20.9 13.6 18.0 --
Motilal Focused Midcap 30 - DP (G) Rank 4
493.73 1.5 3.0 19.0 20.7 11.6 22.9 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.96 -0.9 5.8 22.0 19.5 9.2 -- --
Axis Mid Cap Fund - Direct (G) Rank 5
60.21 2.9 6.6 22.1 19.2 7.3 14.3 --
Motilal Focused Midcap 30 - RP (G) Rank 4
747.85 1.4 2.7 18.2 19.2 10.2 21.4 --
Can Robeco India Opport. - RP-(G) Not Ranked
107.84 -1.0 5.7 21.7 19.0 8.8 -- --
SBI Emerging Businesses -Direct (G) Rank 4
153.28 3.5 8.4 19.8 18.8 13.5 17.1 --
IDFC Premier Equity - Direct (G) Rank 5
527.58 -0.1 6.4 23.3 18.6 9.6 16.4 --
Union Small & Mid Cap -DP (G) Not Ranked
7.96 0.5 5.6 21.1 18.5 9.0 12.9 --
SBI Magnum Midcap Fund - Direct (G) Rank 3
422.13 0.2 4.5 19.0 18.4 14.2 23.7 --
UTI Mid Cap - Direct (G) Rank 4
268.35 -1.2 2.7 18.1 18.2 11.7 19.9 --
SBI Emerging Busi (G) Rank 4
1,630.28 3.4 8.2 19.3 17.9 12.5 16.1 19.4
Axis Mid Cap Fund (G) Rank 5
1,106.58 2.8 6.2 21.5 17.9 6.0 12.9 22.7
IDFC Premier Equity - Regular (G) Rank 5
5,234.04 -0.2 6.2 22.8 17.6 8.8 15.5 21.1
Union Small & Mid Cap -RP (G) Not Ranked
193.54 0.4 5.4 20.5 17.2 7.8 11.9 --
SBI Magnum Midcap Fund (G) Rank 3
2,879.56 0.1 4.2 18.3 17.1 12.9 22.4 28.9
UTI Mid Cap (G) Rank 4
3,375.48 -1.3 2.5 17.5 17.1 10.6 18.9 26.2
Birla SL MNC Fund -Direct (G) Rank 4
289.82 2.3 8.1 19.7 14.7 7.8 22.4 --
SBI Magnum Global Fund - Direct (G) Rank 5
229.43 2.1 6.3 16.4 13.5 7.6 17.0 --
Birla Sun Life MNC Fund (G) Rank 4
2,844.89 2.2 7.8 19.0 13.4 6.6 21.1 23.8
SBI Magnum Global Fund (G) Rank 5
2,713.09 2.0 6.0 15.9 12.4 6.6 16.0 21.7
IDBI Small Cap Fund - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Small Cap Fund - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Midcap Fund - DP (G) Not Ranked
1.96 0.8 3.8 -- -- -- -- --
IDBI Midcap Fund - RP (G) Not Ranked
149.52 0.7 3.3 -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
38.66 2.4 9.6 -- -- -- -- --
Sundaram Select Micro Cap-Sr 14-RP-G Not Ranked
0.00 2.5 -- -- -- -- -- --
Sundaram Select Small Cap - Sr. V-RP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 15-DP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 15-RP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 14-DP-G Not Ranked
0.00 2.5 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-DP-G Not Ranked
1.11 2.7 9.9 -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-RP-G Not Ranked
18.07 2.6 9.6 -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
0.99 2.5 9.8 -- -- -- -- --
Sundaram Select Small Cap - Sr. V-DP-G Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 0.4 6.5 22.1 24.7 13.5 13.7 13.9

Note : Returns have been calculated based on NAV's as on Jun 28, 2017 & Index values as on Jun 28, 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.

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