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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 Sep 26, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
ICICI Pru MidCap Fund - Direct (G) Not Ranked
80.23 3.5 14.1 19.3 13.2 15.1 40.6 --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.21 3.1 19.1 30.8 31.8 21.0 -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.72 3.0 18.1 33.2 31.8 -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
238.28 3.1 19.0 30.5 31.2 20.2 -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.84 3.2 18.8 30.5 31.2 20.1 -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
124.31 3.0 18.7 30.1 30.5 19.5 -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
49.38 2.8 17.9 32.5 30.5 -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
12.68 3.5 16.4 31.6 29.9 25.6 40.9 --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.83 2.9 19.0 34.3 29.1 -- -- --
Birla SL Small and Midcap Fund (G) Not Ranked
191.29 3.5 16.1 31.1 28.8 24.6 39.7 22.4
Birla SL Pure Value - Direct (G) Not Ranked
62.04 3.3 21.1 27.6 28.0 20.6 43.6 --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
85.42 3.6 15.3 29.6 27.9 22.5 41.5 --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
257.21 3.5 14.5 29.1 27.8 30.9 54.4 --
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,422.99 3.4 14.3 28.6 26.9 30.0 53.3 29.1
DSP-BR Small & Mid Cap -RP (G) Rank 3
1,809.77 3.5 15.0 29.1 26.9 21.7 40.6 22.1
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
202.69 2.7 18.5 33.0 26.8 -- -- --
Birla SL Pure Value Fund (G) Rank 3
378.00 3.3 20.8 27.0 26.7 19.5 42.4 25.0
Mirae Emerging Bluechip -Direct (G) Not Ranked
145.68 2.9 15.7 27.8 26.1 25.2 45.9 --
Franklin (I) Smaller Co -Direct (G) Not Ranked
430.42 1.6 12.5 26.4 26.0 23.5 45.1 --
Mirae Emerging Bluechip Fund (G) Rank 1
1,411.12 2.8 15.5 27.3 25.0 24.0 44.5 28.8
Franklin (I) Smaller Cos (G) Rank 1
2,456.15 1.5 12.2 25.7 24.5 21.7 43.4 29.9
Kotak Mid-Cap Fund - Direct (G) Not Ranked
7.36 3.0 15.5 25.1 24.5 22.6 40.6 --
Kotak Emerging Equity - Direct (G) Not Ranked
32.45 2.2 13.8 28.0 24.1 24.5 45.1 --
L&T Emerging Businesses Fund-DP (G) Not Ranked
22.33 3.4 17.1 29.8 24.0 21.1 -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.85 2.4 16.2 26.3 24.0 20.1 -- --
Reliance Small Cap - Direct (G) Not Ranked
207.84 5.1 16.6 25.2 23.8 19.6 50.9 --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.73 3.6 16.7 27.3 23.6 31.3 -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.46 3.6 16.7 27.4 23.5 -- -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
1,052.04 2.3 17.3 27.4 23.4 21.3 40.5 --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.27 2.3 16.0 25.9 23.4 19.6 -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.16 3.6 16.6 27.3 23.3 -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
160.51 3.6 16.6 27.0 23.2 30.1 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
304.47 3.3 16.9 29.3 23.1 20.3 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
232.40 3.5 16.6 27.1 23.0 -- -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
128.14 3.5 16.5 27.0 22.9 -- -- --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
362.67 2.9 15.0 24.1 22.6 20.9 39.0 22.4
Reliance Small Cap Fund (G) Rank 2
1,830.94 5.0 16.2 24.5 22.5 18.5 49.6 27.7
Kotak Emerging Equity - Regular (G) Rank 2
837.13 2.1 13.4 27.0 22.3 22.8 43.4 25.1
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.21 1.8 14.7 25.1 22.3 17.9 -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
36.76 3.0 17.5 23.2 22.3 17.5 30.5 17.8
HDFC MidCap Opportunities (G) Rank 3
9,771.58 2.2 17.0 26.8 22.2 20.2 39.3 24.7
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.66 4.7 17.2 29.3 22.0 -- -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 2.3 16.3 26.8 22.0 22.9 40.0 24.4
SBI Small & Midcap Fund -Direct (G) Not Ranked
157.34 3.8 13.7 19.7 22.0 27.5 -- --
Sundaram Select Midcap -Direct (G) Not Ranked
148.27 2.3 16.3 26.9 22.0 22.9 40.1 --
Sahara Midcap Fund - Direct (G) Not Ranked
4.59 1.8 16.0 24.2 22.0 11.7 33.5 --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.71 4.6 17.1 29.3 21.9 -- -- --
SBI Magnum Midcap Fund - Direct (G) Not Ranked
208.39 2.1 11.7 23.0 21.9 23.7 43.6 --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.14 4.7 17.2 29.5 21.8 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
329.69 0.5 10.9 22.9 21.8 21.6 38.3 --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
194.62 1.8 14.7 24.9 21.8 17.4 -- --
Sundaram Select Midcap -RP (G) Rank 3
3,343.68 2.3 16.2 26.6 21.7 22.4 39.4 24.0
Sahara Star Value Fund (G) Not Ranked
0.77 1.0 10.8 21.6 21.6 7.4 32.3 13.9
Sundaram Small Cap - Series III-RP-G Not Ranked
37.54 4.6 17.0 29.0 21.5 -- -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
39.64 4.6 17.1 29.1 21.5 -- -- --
Sundaram Small Cap - Series II-RP-G Not Ranked
59.74 4.6 17.1 29.2 21.4 -- -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
42.73 2.9 16.7 26.4 21.1 22.9 38.0 --
Sahara Star Value Fund -Direct (G) Not Ranked
0.10 1.1 10.8 21.4 20.9 6.8 35.3 --
Franklin India Prima Fund (G) Rank 2
3,604.21 0.4 10.6 22.3 20.6 20.1 36.8 25.7
SBI Magnum Midcap Fund (G) Rank 2
1,680.82 2.0 11.4 22.3 20.5 22.4 42.3 27.5
SBI Small & Midcap Fund (G) Not Ranked
596.16 3.7 13.4 18.9 20.2 25.8 -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,515.76 2.8 16.4 25.8 20.2 21.9 36.9 21.3
Sahara Midcap Fund (G) Not Ranked
3.28 1.6 15.4 23.1 20.0 10.5 32.6 17.7
Templeton (I) Equity Income - Dir (G) Not Ranked
21.79 3.4 14.0 19.4 19.8 9.0 20.6 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.29 1.8 12.1 17.8 19.8 11.2 24.9 --
Reliance Mid & Small Cap - Direct (G) Not Ranked
80.16 2.2 14.6 28.8 19.7 17.3 39.8 --
Can Robeco Emer-Equities-Direct (G) Not Ranked
115.72 2.8 16.2 26.6 19.5 22.2 46.7 --
HSBC Midcap Equity - Direct (G) Not Ranked
60.54 4.0 14.1 25.4 19.3 18.9 46.6 --
Sahara Wealth Plus - VPO (G) Not Ranked
7.82 1.8 12.0 17.5 19.2 10.7 24.5 17.5
Templeton (I) Equity Income (G) Not Ranked
866.80 3.4 13.8 19.0 19.0 8.3 20.0 17.0
SBI Emerging Businesses -Direct (G) Not Ranked
125.18 2.4 12.6 19.0 19.0 15.9 29.9 --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
L&T Midcap Fund -Direct (G) Not Ranked
20.58 3.1 15.8 25.7 18.6 20.8 40.4 --
Reliance Mid & Small Cap Fund (G) Rank 3
2,036.94 2.1 14.4 28.2 18.5 16.3 38.7 22.2
HSBC Midcap Equity Fund (G) Rank 3
319.38 4.0 13.9 24.9 18.4 18.0 45.6 21.9
Can Robeco Emerg-Equities (G) Rank 2
903.66 2.7 15.9 25.9 18.2 21.1 45.4 27.2
SBI Emerging Busi (G) Rank 5
1,532.14 2.4 12.3 18.5 18.0 14.9 28.9 19.7
Motilal Focused Midcap 30 - DP (G) Not Ranked
436.49 4.2 13.2 24.0 17.8 26.1 -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.87 1.6 16.0 27.0 17.7 16.6 34.2 --
L&T Midcap Fund (G) Rank 2
402.71 3.0 15.5 25.2 17.7 19.8 39.2 24.1
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.26 3.7 16.4 29.9 17.2 19.0 31.4 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.51 1.8 14.5 23.8 17.0 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 1.6 11.4 16.4 17.0 9.1 22.9 --
Sundaram SMILE Fund -Direct (G) Not Ranked
52.60 3.6 14.6 25.7 16.9 19.4 44.8 --
Taurus Discovery Fund (G) Not Ranked
31.69 1.6 15.8 26.6 16.9 15.8 33.5 20.9
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
38.73 1.8 14.4 23.6 16.9 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 3.6 14.6 25.6 16.9 19.4 44.6 24.1
Axis Small Cap Fund - Direct (G) Not Ranked
6.31 0.5 11.7 19.8 16.7 17.5 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.37 1.6 11.3 16.2 16.7 8.8 22.6 16.1
UTI Mid Cap - Direct (G) Not Ranked
183.33 2.8 14.0 23.2 16.6 18.4 43.8 --
Sundaram SMILE Fund (G) Rank 3
1,068.63 3.5 14.4 25.4 16.4 18.9 43.9 23.4
Edelweiss Emerging Leaders (G) Not Ranked
48.50 3.6 16.2 29.4 16.4 18.2 30.6 19.9
Motilal Focused Midcap 30 - RP (G) Not Ranked
598.86 4.1 12.9 23.2 16.3 24.6 -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
62.27 1.1 13.0 21.9 15.8 20.2 35.9 --
UTI Mid Cap (G) Rank 3
3,086.82 2.7 13.7 22.6 15.6 17.4 42.7 25.3
Axis Small Cap Fund - Regular (G) Not Ranked
312.62 0.4 11.4 19.1 15.4 16.2 -- --
Invesco India Mid Cap-Direct (G) Not Ranked
4.63 1.4 12.3 20.7 15.3 17.1 38.3 --
Invesco India Mid N Small-DP (G) Not Ranked
30.11 1.5 12.1 20.8 14.7 16.9 36.9 --
IDFC Sterling Equity - Direct (G) Not Ranked
81.81 2.5 13.1 22.1 14.5 11.8 27.5 --
BNP Paribas Mid Cap Fund (G) Rank 3
500.27 1.0 12.6 21.0 14.1 18.6 34.3 24.9
IDFC Sterling Equity Fund - RP (G) Rank 5
1,182.78 2.4 12.9 21.7 13.7 11.0 26.5 17.4
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
13.00 2.0 13.1 20.7 13.5 20.9 39.4 --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
80.23 3.5 14.1 19.3 13.2 15.1 40.6 --
Invesco India Mid Cap (G) Not Ranked
120.93 1.2 11.9 19.7 13.2 14.9 36.0 22.2
JPMorgan (I) Mid and Small Cap (G) Rank 3
570.40 1.9 12.9 20.4 12.9 19.7 38.0 24.9
Invesco India Mid N SmallCap (G) Not Ranked
418.34 1.4 11.6 19.7 12.7 14.9 34.9 23.0
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.07 4.5 15.9 21.7 12.6 14.3 -- --
ICICI Pru MidCap Fund (G) Rank 4
1,042.87 3.4 13.9 18.8 12.3 14.1 39.5 22.3
Union KBC Small & Mid Cap -DP (G) Not Ranked
6.89 1.0 11.6 19.8 12.0 12.7 -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
143.56 4.4 15.7 21.3 11.9 13.8 -- --
IDFC Premier Equity - Direct (G) Not Ranked
531.46 0.8 8.7 14.7 11.4 13.9 30.1 --
SBI Magnum Global Fund - Direct (G) Not Ranked
266.35 3.5 10.3 17.0 11.3 16.2 33.3 --
Union KBC Small & Mid Cap -RP (G) Not Ranked
150.93 0.9 11.3 19.1 10.7 11.6 -- --
IDFC Premier Equity - B (G) Not Ranked
17.29 0.8 8.5 14.3 10.6 13.1 29.2 19.8
IDFC Premier Equity - Regular (G) Rank 4
5,493.71 0.8 8.4 14.2 10.5 13.1 29.1 19.7
SBI Magnum Global Fund (G) Rank 4
2,461.99 3.4 10.1 16.4 10.1 15.1 32.1 21.7
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.38 1.6 10.5 18.4 10.1 19.9 -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.40 1.7 10.6 18.4 10.0 20.1 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.79 1.6 10.6 18.5 10.0 20.1 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.52 1.7 10.7 18.5 10.0 20.6 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
52.27 1.6 10.5 18.2 9.7 19.2 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
65.60 1.6 10.4 18.2 9.7 19.0 -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
20.80 2.7 13.0 19.5 9.6 17.9 37.0 --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
39.74 1.6 10.6 18.3 9.6 19.6 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
97.60 1.6 10.5 18.2 9.6 19.1 -- --
Can Robeco India Opport. - DP-(G) Not Ranked
11.76 1.1 11.0 16.6 9.3 -- -- --
Can Robeco India Opport. - RP-(G) Not Ranked
98.07 1.1 11.0 16.5 9.0 -- -- --
Tata Mid Cap Growth Fund (G) Rank 4
528.00 2.6 12.8 19.1 8.9 17.0 36.0 22.9
Birla SL MNC Fund -Direct (G) Not Ranked
382.41 0.8 6.5 11.9 6.1 23.1 35.8 --
Axis Mid Cap Fund - Direct (G) Not Ranked
57.04 0.1 10.3 18.5 5.4 12.5 33.8 --
Birla Sun Life MNC Fund (G) Rank 3
2,910.13 0.7 6.2 11.2 4.8 21.7 34.5 24.5
Axis Mid Cap Fund (G) Rank 5
1,159.26 0.1 10.0 17.8 4.2 11.2 32.0 22.3
Birla SL Buy India -Direct (G) Not Ranked
1.62 -6.5 -0.2 -8.3 1.7 36.5 24.8 --
Birla Sun Life Buy India (G) Not Ranked
21.36 -6.5 -0.4 -8.6 1.0 35.7 24.0 18.4
DSP-BR Micro Cap Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
94.45 2.2 13.7 24.3 -- -- -- --
DSP-BR Small & MidCap - IP (G) Not Ranked
0.27 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
55.63 2.2 13.8 24.4 -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.15 2.3 13.9 24.2 -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
36.07 2.2 13.5 23.9 -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.43 2.2 13.6 23.9 -- -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
2.99 2.3 13.8 24.1 -- -- -- --
CATEGORY AVERAGE 2.3 13.3 22.2 16.7 14.6 21.5 13.2

Note : Returns have been calculated based on NAV's as on Sep 26, 2016 & Index values as on Sep 26, 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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