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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 May 26, 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
Birla SL MNC Fund -Direct (G) Not Ranked
43.45 2.4 1.5 21.1 75.5 50.4 -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
46.95 2.9 1.1 17.4 75.3 -- -- --
Birla Sun Life MNC Fund (G) Rank 2
1,180.37 2.3 1.3 20.5 73.9 49.3 36.7 26.0
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.79 3.1 -1.3 11.9 73.5 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
222.28 2.8 0.7 16.6 73.2 -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.68 3.1 -1.4 11.8 71.9 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.54 3.2 -1.4 11.5 71.2 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.84 3.0 -1.4 12.0 70.6 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.72 2.9 -1.7 11.0 70.6 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
102.76 3.0 -1.8 10.9 69.1 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.03 3.1 -1.8 10.6 68.2 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.45 2.9 -1.8 11.0 67.7 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
79.29 3.9 4.9 13.6 67.0 60.8 -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
163.19 10.0 4.0 21.2 67.0 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,764.44 3.8 4.7 13.2 65.8 59.8 39.2 22.3
Motilal Focused Midcap 30 - RP (G) Not Ranked
178.54 9.9 3.6 20.3 64.9 -- -- --
Kotak Emerging Equity - Direct (G) Not Ranked
5.50 4.4 0.6 10.5 58.1 45.0 -- --
Birla SL Buy India -Direct (G) Not Ranked
2.33 3.4 0.8 15.5 57.8 39.7 -- --
Birla Sun Life Buy India (G) Not Ranked
53.91 3.4 0.7 15.2 56.9 39.0 35.4 20.2
Kotak Emerging Equity - Regular (G) Rank 3
504.32 4.2 0.2 9.9 56.6 43.8 33.1 19.1
Tata Mid Cap Growth - Direct (G) Not Ranked
9.19 5.8 1.0 13.3 55.8 49.8 -- --
UTI Mid Cap - Direct (G) Not Ranked
94.57 4.3 1.3 7.5 55.0 52.0 -- --
Tata Mid Cap Growth Fund (G) Rank 1
395.91 5.8 0.9 12.9 54.5 48.7 36.3 20.7
UTI Mid Cap (G) Rank 2
2,479.20 4.2 1.1 7.1 53.8 51.1 38.1 22.4
Can Robeco Emer-Equities-Direct (G) Not Ranked
34.91 4.5 -0.2 8.5 53.8 53.5 -- --
SBI Midcap Fund - Direct (G) Not Ranked
92.68 7.4 5.4 14.4 53.5 50.2 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
197.64 3.6 0.6 10.3 52.8 52.3 -- --
Can Robeco Emerg-Equities (G) Rank 1
281.14 4.5 -0.3 8.1 52.6 52.3 37.5 24.3
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 2.9 -2.5 8.1 52.2 53.8 35.5 18.3
SBI Magnum Midcap Fund (G) Rank 3
815.01 7.4 5.0 13.9 52.2 49.2 41.0 22.7
Sundaram SMILE Fund -Direct (G) Not Ranked
37.95 2.9 -2.5 8.1 52.2 53.9 -- --
Sundaram SMILE Fund (G) Rank 3
857.54 2.8 -2.5 7.9 51.2 53.0 34.8 17.7
Mirae Emerging Bluechip -Direct (G) Not Ranked
40.58 5.0 0.4 10.9 50.8 49.7 -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
7.90 6.1 0.9 12.4 50.7 50.0 -- --
Franklin (I) Smaller Cos (G) Rank 2
1,716.69 3.5 0.2 9.5 50.6 50.9 42.7 24.7
SBI Magnum Global Fund - Direct (G) Not Ranked
100.99 4.2 0.7 12.9 50.3 41.2 -- --
Mirae Emerging Bluechip Fund (G) Rank 2
652.37 4.9 0.2 10.3 49.3 48.2 38.5 --
SBI Magnum Global Fund (G) Rank 3
1,789.46 4.1 0.4 12.4 49.2 40.3 33.6 21.8
Reliance Small Cap - Direct (G) Not Ranked
141.56 3.0 -2.5 4.8 49.2 59.1 -- --
Franklin (I) Prima - Direct (G) Not Ranked
162.26 3.9 -1.0 10.7 48.3 44.6 -- --
JPMorgan (I) Mid and Small Cap (G) Rank 2
347.93 5.9 0.3 11.3 48.3 48.1 37.4 22.6
Principal Emer-Bluechip -Direct (G) Not Ranked
12.13 6.4 1.0 9.7 48.0 45.3 -- --
L&T Midcap Fund -Direct (G) Not Ranked
7.96 4.6 -0.5 8.6 47.9 47.2 -- --
Reliance Small Cap Fund (G) Rank 3
1,419.99 3.0 -2.6 4.4 47.9 57.8 39.5 --
Principal Emerging Bluechip(G) Rank 1
452.51 6.3 0.8 9.3 47.0 44.4 36.8 19.2
L&T Midcap Fund (G) Not Ranked
307.82 4.5 -0.7 8.2 46.8 46.0 33.8 19.1
Franklin India Prima Fund (G) Rank 3
3,172.81 3.8 -1.4 10.0 46.2 43.1 36.8 22.0
ICICI Pru MidCap Fund - Direct (G) Not Ranked
71.84 5.9 -1.4 4.9 45.8 51.7 -- --
IDFC Premier Equity - Direct (G) Not Ranked
579.15 4.6 0.6 12.0 45.4 38.9 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
6.09 3.8 -0.8 6.7 45.2 -- -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
2.56 4.2 -2.2 8.9 45.1 45.3 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
5.28 4.8 0.5 8.1 44.9 37.6 -- --
ICICI Pru MidCap Fund (G) Rank 3
1,183.79 5.9 -1.6 4.4 44.5 50.6 33.2 17.1
IDFC Premier Equity - B (G) Not Ranked
37.56 4.6 0.5 11.7 44.5 38.0 31.2 22.0
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 4.6 0.5 11.6 44.3 37.9 31.1 21.9
Reliance Mid & Small Cap - Direct (G) Not Ranked
66.54 2.5 -2.2 6.5 44.3 45.6 -- --
Sundaram Select Midcap -Direct (G) Not Ranked
83.11 4.4 -1.0 9.0 44.2 43.7 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 4.4 -1.0 9.0 44.1 43.6 34.2 21.1
Axis Small Cap Fund - Regular (G) Not Ranked
309.87 3.7 -1.0 6.2 43.7 -- -- --
Kotak Mid-Cap Fund - Regular(G) Rank 4
353.59 4.7 0.2 7.5 43.5 36.4 29.5 18.2
HDFC MidCap Opport.- Direct (G) Not Ranked
666.39 5.3 1.9 8.5 43.4 45.0 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
26.45 4.2 -- 11.1 43.1 38.5 -- --
Sundaram Select Midcap -RP (G) Rank 4
2,770.75 4.3 -1.2 8.7 43.1 42.8 33.7 20.3
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
4.31 5.4 1.4 11.5 43.1 44.6 -- --
Reliance Mid & Small Cap Fund (G) Rank 3
2,274.41 2.4 -2.4 6.1 43.1 44.6 32.4 18.5
Religare Invesco Mid N Small-DP (G) Not Ranked
22.95 3.8 -2.8 8.3 42.9 44.6 -- --
Religare Invesco Mid Cap (G) Not Ranked
101.68 4.1 -2.6 7.9 42.6 43.4 35.1 22.4
Axis Mid Cap Fund - Direct (G) Not Ranked
53.28 6.3 1.5 8.3 42.5 43.3 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
HDFC MidCap Opportunities (G) Rank 3
8,957.92 5.3 1.7 8.0 42.2 44.0 33.7 23.2
Birla Sun Life Midcap Fund (G) Rank 4
1,492.85 4.1 -0.2 10.7 41.8 37.4 29.4 15.9
BNP Paribas Mid Cap Fund (G) Not Ranked
286.85 5.3 1.1 10.9 41.5 43.2 35.8 22.8
Taurus Discovery Fund -Direct (G) Not Ranked
0.22 6.4 -0.3 8.9 41.2 38.7 -- --
Religare Invesco Mid N SmallCap (G) Rank 3
376.44 3.6 -3.2 7.4 40.7 42.9 36.1 23.2
Axis Mid Cap Fund (G) Rank 4
999.35 6.2 1.3 7.7 40.6 41.4 36.3 --
Taurus Discovery Fund (G) Not Ranked
32.54 6.3 -0.4 8.7 40.6 38.1 33.4 16.3
ICICI Pru Value Discovery - DP (G) Not Ranked
576.11 4.6 -0.5 8.9 40.4 45.9 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
60.72 3.9 0.1 10.2 40.3 51.5 -- --
HSBC Midcap Equity Fund (G) Rank 3
287.32 3.9 -0.1 9.8 39.3 50.4 30.4 13.0
ICICI Pru Value Discovery Fund (G) Rank 1
8,224.72 4.5 -0.8 8.4 39.2 44.8 33.9 21.6
Edelweiss Select Midcap -Direct (G) Not Ranked
0.78 4.4 0.7 9.6 38.7 34.9 -- --
SBI Emerging Businesses -Direct (G) Not Ranked
117.10 1.8 -1.9 5.2 38.4 26.3 -- --
Edelweiss Select Midcap Fund (G) Not Ranked
26.25 4.4 0.5 9.3 37.9 34.3 28.4 --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
114.27 3.5 -3.6 5.8 37.3 33.5 -- --
SBI Emerging Busi (G) Rank 5
1,543.60 1.7 -2.2 4.7 37.2 25.3 25.4 21.0
Birla SL Small & Midcap -Direct (G) Not Ranked
5.44 3.9 -1.4 8.9 37.1 39.7 -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
75.26 2.2 -3.9 4.0 36.9 40.6 -- --
IDFC Sterling Equity Fund - G Rank 5
1,767.08 3.4 -3.8 5.5 36.2 32.3 26.0 17.2
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,776.86 2.2 -4.0 3.6 36.0 39.7 28.7 17.5
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Birla SL Small and Midcap Fund (G) Not Ranked
182.81 3.8 -1.5 8.5 35.9 38.5 28.9 16.2
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.79 3.9 -3.5 4.7 34.2 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.36 3.9 -3.6 4.5 33.7 -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.62 4.4 -2.1 5.8 32.3 -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.49 3.4 -2.0 7.4 31.7 -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
313.54 4.3 -2.2 5.4 31.3 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
148.44 3.4 -2.1 7.1 31.1 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
158.02 5.8 -0.3 6.6 29.2 29.7 24.0 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 2.5 -4.0 3.2 23.8 30.1 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
9.39 2.5 -4.1 3.1 23.4 29.8 25.7 16.2
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.06 2.4 -4.4 2.5 22.4 28.8 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.75 2.4 -4.4 2.4 22.1 28.4 24.5 15.1
Sahara Midcap Fund - Direct (G) Not Ranked
5.97 0.9 -3.9 -2.3 20.2 35.5 -- --
Sahara Midcap Fund (G) Not Ranked
4.58 0.8 -4.1 -2.5 20.0 35.3 23.9 13.6
Birla SL Pure Value - Direct (G) Not Ranked
51.72 1.3 -3.9 -0.7 19.2 46.1 -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.14 4.8 -2.0 6.5 18.3 -- -- --
Birla SL Pure Value Fund (G) Rank 4
367.08 1.3 -4.1 -1.1 18.1 45.0 33.8 18.8
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
189.78 4.8 -2.1 6.1 17.7 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.38 1.2 -6.4 -9.3 8.7 33.8 -- --
Sahara Star Value Fund (G) Not Ranked
1.63 1.2 -6.3 -9.1 1.6 28.9 15.3 8.2
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.51 3.8 -2.6 -- -- -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.15 2.4 -3.3 -0.7 -- -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
4.07 4.5 -0.3 6.3 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
76.30 4.5 -0.5 5.9 -- -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
232.43 2.3 -4.1 -1.4 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
154.51 2.3 -1.8 10.4 -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
122.72 2.4 -4.1 -1.2 -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.69 2.5 -3.9 -1.0 -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 3.8 -2.3 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.55 2.5 -1.3 11.6 -- -- -- --
CATEGORY AVERAGE 3.8 -1.0 7.6 39.2 30.3 22.8 12.1

Note : Returns have been calculated based on NAV's as on May 26, 2015 & Index values as on May 26, 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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