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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 Jan 30, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.90 6.6 18.0 41.7 142.1 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.28 6.5 17.8 41.4 139.9 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
95.01 6.4 17.5 40.5 138.0 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
21.04 3.0 15.7 40.5 138.0 47.4 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 3.0 15.7 40.5 137.5 47.2 38.5 18.5
Sundaram SMILE Fund (G) Rank 3
654.02 2.9 15.5 39.9 135.8 46.5 37.7 17.8
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
62.50 6.3 17.3 40.2 135.8 -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
22.45 4.7 25.9 45.2 124.9 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
121.80 4.6 25.5 44.3 122.6 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
21.35 4.7 15.5 33.6 117.7 48.5 -- --
Can Robeco Emerg-Equities (G) Rank 1
147.93 4.7 15.3 33.1 115.9 47.2 41.4 25.9
Reliance Small Cap - Direct (G) Not Ranked
107.13 4.4 11.0 33.7 115.8 57.4 -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
61.06 2.8 13.2 33.4 115.5 49.4 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,562.61 2.8 13.0 33.0 114.0 48.4 38.9 25.1
Reliance Small Cap Fund (G) Rank 2
1,174.86 4.3 10.8 33.2 114.0 56.2 43.1 --
Birla SL Pure Value - Direct (G) Not Ranked
41.74 1.6 10.6 20.5 108.5 46.6 -- --
Kotak Emerging Equity -Direct (G) Not Ranked
1.89 4.2 15.7 36.3 107.3 38.0 -- --
Birla SL Pure Value Fund (G) Rank 3
299.43 1.5 10.3 20.0 106.9 45.6 37.0 22.2
Franklin (I) Smaller Co -Direct (G) Not Ranked
131.47 3.7 13.1 30.6 105.9 50.0 -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
5.57 5.4 17.2 34.2 105.8 46.0 -- --
Kotak Emerging Equity (G) Rank 2
272.26 4.1 15.5 35.8 105.6 37.1 35.4 19.6
UTI Mid Cap - Direct (G) Not Ranked
70.56 3.4 10.0 32.4 105.1 50.3 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
53.35 6.0 14.4 28.4 104.1 47.0 -- --
UTI Mid Cap (G) Rank 2
1,885.59 3.4 9.8 31.9 103.7 49.4 39.7 22.6
Franklin (I) Smaller Cos (G) Rank 2
1,375.08 3.6 12.7 29.5 103.7 48.9 45.1 24.6
Tata Mid Cap Growth - Direct (G) Not Ranked
6.42 6.4 16.3 33.1 103.6 45.5 -- --
JPMorgan (I) Smaller Co. (G) Rank 2
269.21 5.3 16.8 33.2 103.2 44.4 38.8 23.7
HSBC Midcap Equity - Direct (G) Not Ranked
45.36 6.9 15.4 27.8 102.8 41.2 -- --
ICICI Pru MidCap Fund (G) Rank 3
948.48 5.9 14.1 27.8 102.4 46.0 36.5 18.7
Tata Mid Cap Growth Fund (G) Rank 3
325.69 6.4 16.0 32.5 101.9 44.4 36.6 20.8
HSBC Midcap Equity Fund (G) Rank 3
230.12 6.8 15.2 27.4 101.4 40.2 34.1 12.7
Birla SL MNC Fund -Direct (G) Not Ranked
24.93 8.3 26.7 43.5 101.1 46.7 -- --
Reliance Long Term Eqty -Direct (G) Not Ranked
47.59 5.2 12.8 28.4 100.5 43.6 -- --
L&T Midcap Fund -Direct (G) Not Ranked
5.36 4.5 12.7 30.3 99.3 43.7 -- --
Birla Sun Life MNC Fund (G) Rank 3
827.56 8.2 26.3 42.8 99.3 45.7 38.0 27.3
Reliance Long Term Equity (G) Rank 4
1,905.73 5.1 12.6 27.9 98.9 42.6 35.5 20.1
Mirae Emerging Bluechip -Direct (G) Not Ranked
32.24 5.1 13.8 34.4 98.0 47.2 -- --
Sundaram Select Midcap -Direct (G) Not Ranked
70.30 5.8 15.2 31.8 97.9 42.1 -- --
L&T Midcap Fund (G) Rank 1
258.94 4.4 12.4 29.8 97.7 42.6 35.4 19.0
Axis Small Cap Fund - Direct (G) Not Ranked
5.56 2.7 9.9 26.3 97.6 -- -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.43 5.8 15.2 31.8 97.5 41.6 34.6 21.1
Franklin (I) Prima - Direct (G) Not Ranked
111.24 5.4 16.7 33.5 97.3 44.1 -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
7.65 4.9 13.8 33.6 96.3 41.8 -- --
Sundaram Select Midcap -RP (G) Rank 4
2,473.95 5.7 15.0 31.2 96.2 41.3 34.2 20.3
Mirae Emerging Bluechip Fund (G) Rank 3
547.37 5.0 13.5 33.7 96.0 45.7 39.7 --
Axis Mid Cap Fund - Direct (G) Not Ranked
41.33 1.8 11.5 26.9 95.7 38.5 -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.90 3.2 13.6 29.3 95.3 41.4 -- --
Axis Small Cap Fund - Regular (G) Not Ranked
283.86 2.6 9.6 25.6 95.3 -- -- --
Principal Emerging Bluechip(G) Rank 1
408.05 4.8 13.5 33.2 95.1 40.9 39.6 19.6
Franklin India Prima Fund (G) Rank 3
2,579.75 5.3 16.2 32.4 95.0 42.7 38.7 22.5
ICICI Pru Value Discovery - DP (G) Not Ranked
433.27 5.7 10.7 24.3 94.2 41.7 -- --
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 5.6 10.5 23.8 92.7 40.6 36.2 22.6
Axis Mid Cap Fund (G) Rank 3
781.14 1.7 11.1 26.0 92.5 36.8 37.6 --
Religare Invesco Mid Cap (G) Not Ranked
87.67 3.0 13.0 28.2 92.5 39.7 35.8 23.5
Religare Invesco Mid N Small-DP (G) Not Ranked
17.04 3.9 13.7 29.3 91.0 42.3 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
4.44 3.3 12.4 30.2 90.1 33.2 -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
42.33 3.5 14.1 29.4 88.9 37.0 -- --
Kotak Mid-Cap Fund (G) Rank 4
323.33 3.2 12.2 29.7 88.6 32.2 31.6 19.5
Religare Invesco Mid N SmallCap (G) Rank 3
291.89 3.7 13.2 28.3 88.6 40.9 37.1 25.2
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
3.29 7.8 13.7 29.2 88.5 41.0 -- --
Birla SL Buy India -Direct (G) Not Ranked
1.24 8.3 21.0 38.2 88.4 40.0 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
550.48 3.1 13.3 28.7 87.9 42.3 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,579.25 3.4 13.9 28.9 87.7 36.2 31.9 19.8
Birla Sun Life Buy India (G) Not Ranked
46.95 8.3 20.9 37.9 87.3 39.2 35.5 21.6
HDFC MidCap Opportunities (G) Rank 4
7,671.50 3.1 13.0 28.2 86.6 41.5 35.4 24.7
BNP Paribas Mid Cap Fund (G) Rank 2
232.20 7.7 13.4 28.4 86.6 39.8 38.3 24.2
Birla SL Midcap Fund -Direct (G) Not Ranked
20.71 4.2 13.8 28.4 86.5 34.9 -- --
Birla Sun Life Midcap Fund (G) Rank 5
1,380.47 4.2 13.6 27.8 84.9 33.9 29.6 15.6
Taurus Discovery Fund -Direct (G) Not Ranked
0.19 5.1 10.0 26.6 83.3 31.0 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
3.88 4.4 13.8 27.4 82.8 37.2 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
71.61 6.3 15.4 32.4 82.6 39.4 -- --
Taurus Discovery Fund (G) Not Ranked
29.45 5.0 9.8 26.3 82.6 30.5 32.8 15.6
SBI Magnum Global Fund (G) Rank 3
1,506.67 6.2 15.2 32.0 81.5 38.6 35.0 22.4
Birla SL Small and Midcap Fund (G) Rank 3
165.52 4.4 13.5 26.8 81.0 36.0 30.7 17.3
SBI Midcap Fund - Direct (G) Not Ranked
71.36 2.8 12.0 28.4 80.1 43.0 -- --
SBI Magnum Midcap Fund (G) Rank 3
669.63 2.7 11.8 27.9 78.8 42.2 39.3 20.2
Sahara Star Value Fund -Direct (G) Not Ranked
0.56 -0.9 -3.0 4.6 75.6 28.7 -- --
IDFC Sterling Equity - Direct (G) Not Ranked
92.63 2.8 13.4 27.6 75.3 31.9 -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
147.12 4.3 10.7 21.0 74.8 26.3 23.8 --
IDFC Premier Equity - Direct (G) Not Ranked
502.78 4.8 12.2 25.7 73.9 35.0 -- --
IDFC Sterling Equity Fund - G Rank 4
1,645.82 2.8 13.2 27.0 73.7 30.7 30.1 19.3
SBI Emerging Businesses -Direct (G) Not Ranked
105.77 4.9 12.8 23.2 73.6 25.3 -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
IDFC Premier Equity - B (G) Not Ranked
45.37 4.7 12.0 25.2 72.8 34.1 31.2 21.4
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 4.7 12.0 25.1 72.6 34.0 31.1 21.3
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
SBI Emerging Busi (G) Rank 5
1,486.71 4.9 12.6 22.8 72.4 24.4 30.2 23.3
Sahara Midcap Fund - Direct (G) Not Ranked
6.14 0.8 1.9 14.8 66.5 32.7 -- --
Sahara Midcap Fund (G) Not Ranked
4.56 0.8 1.9 14.8 66.4 32.6 25.4 15.6
Edelweiss Select Midcap -Direct (G) Not Ranked
0.49 5.1 13.6 24.4 66.2 33.4 -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
19.54 5.1 13.4 24.1 65.6 32.8 27.9 --
Sahara Star Value Fund (G) Not Ranked
1.83 -0.8 -2.9 4.6 63.1 23.7 17.9 10.3
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.26 5.3 10.1 22.5 56.4 32.1 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.96 5.2 10.0 22.4 55.9 31.7 27.4 17.7
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 5.2 9.8 21.9 54.8 30.9 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.73 5.1 9.7 21.8 54.4 30.5 26.2 16.7
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.21 5.7 11.1 23.9 53.4 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
127.98 5.7 11.0 23.7 52.8 -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.55 6.2 19.0 42.2 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.51 6.4 17.8 41.4 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
49.97 6.3 17.3 40.2 -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
6.54 2.4 9.1 20.0 -- -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
3.04 2.5 11.8 21.8 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
63.98 2.5 11.6 21.6 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
38.39 6.1 18.5 41.0 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.54 4.7 11.6 27.6 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
218.22 4.7 11.4 27.2 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
23.11 3.7 10.5 23.1 -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.00 1.4 -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
0.00 1.3 -- -- -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
110.96 6.4 19.0 34.3 -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
113.67 6.3 18.6 33.4 -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
52.61 2.4 9.0 19.7 -- -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
119.41 3.1 9.0 17.4 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
135.79 4.8 16.8 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
4.88 5.0 17.5 -- -- -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
0.65 3.1 9.1 17.8 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.97 2.9 9.0 20.9 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
175.30 2.8 8.9 20.6 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
284.98 3.6 10.3 22.6 -- -- -- --
CATEGORY AVERAGE 4.2 12.5 26.8 73.0 27.9 23.9 12.6

Note : Returns have been calculated based on NAV's as on Jan 30, 2015 & Index values as on Jan 30, 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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