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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 27, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
153.92 3.7 23.7 3.7 13.0 36.3 42.5 --
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,079.09 3.7 23.5 3.3 12.2 35.3 41.5 24.3
SBI Small & Midcap Fund -Direct (G) Not Ranked
151.92 -1.1 13.3 0.6 11.1 38.0 -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
7.73 3.9 22.2 3.1 10.6 22.8 29.1 --
Mirae Emerging Bluechip -Direct (G) Not Ranked
68.30 3.0 17.1 2.0 10.1 28.2 34.6 --
Franklin (I) Smaller Co -Direct (G) Not Ranked
306.24 2.9 20.3 4.9 10.0 29.0 36.3 --
SBI Midcap Fund - Direct (G) Not Ranked
132.40 3.0 20.1 5.2 9.9 29.4 35.0 --
Birla SL Small and Midcap Fund (G) Not Ranked
176.37 3.8 22.0 2.7 9.7 21.7 28.0 17.9
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.91 1.3 21.0 -2.6 9.6 -- -- --
Reliance Small Cap - Direct (G) Not Ranked
164.78 1.3 18.5 -4.9 9.5 26.7 40.3 --
SBI Small & Midcap Fund (G) Not Ranked
559.85 -1.2 12.9 -0.2 9.4 36.1 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
164.99 1.3 20.9 -2.8 9.2 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 1
986.02 3.0 16.9 1.6 9.1 27.0 33.3 23.4
Kotak Mid-Cap Fund - Direct (G) Not Ranked
7.32 2.9 21.0 3.9 9.0 25.3 27.2 --
SBI Magnum Midcap Fund (G) Rank 2
1,193.63 2.9 19.7 4.5 8.6 28.1 33.8 23.3
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 3.0 21.5 4.0 8.5 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
2,301.77 2.8 20.0 4.3 8.5 27.2 34.9 23.9
Reliance Small Cap Fund (G) Rank 2
1,705.31 1.2 18.1 -5.4 8.5 25.5 39.1 21.6
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
126.50 3.4 21.3 3.7 8.4 -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
80.27 3.8 20.4 0.5 8.3 21.7 28.4 --
Birla SL Pure Value - Direct (G) Not Ranked
51.03 0.9 18.6 1.0 8.0 13.3 32.1 --
Kotak Emerging Equity - Direct (G) Not Ranked
38.72 3.5 21.1 4.3 8.0 30.1 31.2 --
SBI Emerging Businesses -Direct (G) Not Ranked
117.00 0.5 16.1 4.0 7.8 20.7 19.5 --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
104.65 3.3 21.2 3.5 7.8 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,788.83 3.8 20.2 0.2 7.6 20.9 27.6 16.9
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.36 3.0 21.3 3.5 7.5 -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.54 3.4 21.5 3.5 7.4 -- -- --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
343.71 2.8 20.6 3.1 7.4 23.7 25.8 17.3
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.16 1.3 20.8 -2.6 7.3 -- -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.50 1.3 20.9 -2.5 7.2 -- -- --
Birla SL Pure Value Fund (G) Rank 3
355.19 0.8 18.3 0.5 7.0 12.2 31.0 19.2
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
119.88 3.4 21.2 3.2 6.9 -- -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
128.84 1.2 20.7 -2.8 6.9 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
283.64 3.1 18.1 4.0 6.9 25.4 30.5 --
SBI Emerging Busi (G) Rank 4
1,486.36 0.5 15.8 3.5 6.9 19.6 18.5 18.5
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.84 1.8 17.3 0.6 6.9 19.5 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
233.57 1.3 20.9 -2.7 6.8 -- -- --
Sahara Star Value Fund (G) Not Ranked
1.13 0.1 22.6 -7.5 6.6 3.5 20.9 9.0
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
241.91 1.8 17.2 0.4 6.5 19.1 -- --
Sahara Midcap Fund - Direct (G) Not Ranked
4.97 1.1 21.2 -1.1 6.5 12.7 24.9 --
Kotak Emerging Equity - Regular (G) Rank 3
753.82 3.4 20.7 3.6 6.4 28.5 29.8 19.9
L&T Emerging Businesses Fund-DP (G) Not Ranked
27.90 3.3 19.2 -3.6 6.4 18.3 -- --
Sundaram Select Midcap -Direct (G) Not Ranked
119.13 2.5 20.0 0.5 6.3 24.0 29.8 --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 2.5 20.0 0.5 6.3 23.9 29.7 19.4
Sundaram Select Midcap -RP (G) Rank 3
3,193.81 2.4 19.9 0.4 6.0 23.3 29.1 18.7
HSBC Midcap Equity - Direct (G) Not Ranked
62.11 4.2 23.2 1.1 6.0 21.7 33.9 --
Sahara Star Value Fund -Direct (G) Not Ranked
0.15 0.1 22.4 -7.8 5.8 3.2 23.6 --
Axis Small Cap Fund - Direct (G) Not Ranked
6.20 1.1 13.4 0.6 5.8 23.8 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
334.90 3.2 19.0 -3.9 5.8 17.6 -- --
Franklin India Prima Fund (G) Rank 2
3,562.74 3.0 17.9 3.5 5.7 23.8 29.1 20.8
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.20 1.6 18.2 -0.9 5.3 11.7 -- --
HSBC Midcap Equity Fund (G) Not Ranked
337.34 4.1 22.9 0.7 5.2 20.8 32.9 15.6
Sahara Midcap Fund (G) Not Ranked
3.60 1.0 20.7 -1.8 5.1 11.8 24.2 13.0
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
44.56 0.9 16.9 -1.6 5.0 22.6 29.8 --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
193.95 1.6 18.1 -1.0 4.8 11.2 -- --
Axis Small Cap Fund - Regular (G) Not Ranked
309.45 1.0 13.2 0.1 4.7 22.4 -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
93.01 1.9 19.0 -4.1 4.4 26.2 34.5 --
Birla SL Midcap Fund -Direct (G) Not Ranked
37.47 3.0 19.5 -0.1 4.1 22.1 25.9 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.68 1.8 19.5 -5.1 3.8 -- -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
905.52 2.5 18.0 1.8 3.6 21.8 29.4 --
BNP Paribas Mid Cap Fund (G) Rank 3
404.57 0.8 16.5 -2.3 3.5 21.0 28.4 21.3
Reliance Mid & Small Cap - Direct (G) Not Ranked
76.79 4.6 19.4 -1.8 3.5 20.8 29.4 --
Birla SL MNC Fund -Direct (G) Not Ranked
283.44 2.8 14.4 1.3 3.4 33.3 32.6 --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
40.04 1.8 19.4 -5.2 3.4 -- -- --
Can Robeco Emerg-Equities (G) Rank 2
736.79 1.9 18.7 -4.6 3.4 25.1 33.4 21.3
Birla Sun Life Midcap Fund (G) Rank 3
1,509.17 2.9 19.3 -0.5 3.3 21.1 24.9 15.9
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.59 0.6 19.0 -4.8 3.0 31.4 -- --
UTI Mid Cap - Direct (G) Not Ranked
152.22 2.0 16.8 -0.1 2.9 25.9 33.1 --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.79 0.6 19.1 -4.9 2.8 31.1 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.78 0.6 19.1 -5.0 2.8 32.3 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.12 0.6 19.1 -4.8 2.8 31.6 -- --
L&T Midcap Fund -Direct (G) Not Ranked
18.18 2.4 16.3 -3.5 2.7 22.9 30.3 --
Reliance Mid & Small Cap Fund (G) Rank 5
2,173.08 4.5 19.1 -2.3 2.6 19.8 28.5 17.7
HDFC MidCap Opportunities (G) Rank 3
9,733.96 2.4 17.7 1.3 2.6 20.7 28.4 19.5
Motilal Focused Midcap 30 - DP (G) Not Ranked
336.32 2.6 12.5 0.8 2.6 30.6 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
69.64 0.6 18.9 -4.9 2.6 30.0 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
55.56 0.6 19.0 -5.0 2.4 29.8 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
42.39 0.5 19.0 -5.1 2.4 31.0 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
103.98 0.6 19.0 -5.0 2.3 30.2 -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
58.16 0.7 14.8 0.3 2.3 14.4 19.5 11.7
Birla Sun Life MNC Fund (G) Rank 2
2,478.38 2.7 14.1 0.7 2.2 31.9 31.5 22.9
UTI Mid Cap (G) Rank 3
3,203.82 2.0 16.5 -0.5 2.0 24.8 32.2 20.9
L&T Midcap Fund (G) Rank 3
355.04 2.3 16.1 -3.9 1.9 21.9 29.3 17.6
Birla SL Buy India -Direct (G) Not Ranked
4.10 -6.5 -0.2 -8.3 1.7 36.5 24.8 --
Motilal Focused Midcap 30 - RP (G) Not Ranked
488.11 2.5 12.1 0.2 1.4 29.0 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
193.15 1.0 12.3 0.4 1.2 22.4 25.8 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.33 1.5 16.2 1.9 1.0 11.7 19.5 --
Birla Sun Life Buy India (G) Not Ranked
55.26 -6.5 -0.4 -8.6 1.0 35.7 24.0 18.4
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.78 2.6 20.5 4.1 0.7 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.07 1.5 16.0 1.6 0.5 11.3 19.1 13.5
Sundaram SMILE Fund -Direct (G) Not Ranked
54.91 2.1 21.7 -6.9 0.4 23.1 33.5 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 2.1 21.8 -6.9 0.4 23.1 33.4 18.2
IDFC Premier Equity - Direct (G) Not Ranked
532.93 2.5 15.3 0.4 0.3 20.0 24.0 --
SBI Magnum Global Fund (G) Rank 3
2,158.87 0.9 12.0 -0.2 0.1 21.3 24.8 18.7
IDFC Premier Equity - B (G) Not Ranked
23.56 2.5 15.1 0.1 -0.3 19.3 23.2 17.9
Sundaram SMILE Fund (G) Rank 4
1,238.37 2.1 21.6 -7.1 -- 22.4 32.7 17.6
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 2.5 15.1 0.1 -0.4 19.2 23.2 17.8
JPMorgan (I) Mid and Small Cap (G) Rank 2
643.40 2.2 15.9 -2.1 -0.6 21.0 29.3 19.7
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
11.91 2.2 16.0 -1.9 -- 22.4 30.6 --
LIC NOMURA MF Midcap Fund - Direct (G) Not Ranked
35.49 2.4 15.6 2.7 -0.8 -- -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
198.54 2.4 20.0 3.1 -0.9 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 1.3 15.5 0.8 -1.3 9.9 17.8 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.55 2.0 16.0 -8.1 -1.5 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.43 1.3 15.5 0.6 -1.5 9.6 17.5 12.2
Taurus Discovery Fund -Direct (G) Not Ranked
0.90 2.5 17.6 -2.8 -1.6 17.0 22.9 --
LIC NOMURA MF Midcap Fund - Regular (G) Not Ranked
36.47 2.3 15.2 2.2 -1.6 -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.72 0.6 18.7 -3.0 -1.8 -- -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.68 0.6 18.6 -3.1 -1.8 -- -- --
Can Robeco India Opport. - RP-(G) Not Ranked
104.79 2.0 16.1 -8.1 -1.8 -- -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.16 0.6 18.8 -3.1 -2.0 -- -- --
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.54 1.8 14.4 -5.1 -2.1 12.7 -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
40.45 0.6 18.5 -3.2 -2.1 -- -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
38.30 0.6 18.6 -3.2 -2.2 -- -- --
Sundaram Small Cap - Series II-RP-G Not Ranked
61.00 0.6 18.7 -3.2 -2.3 -- -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
153.18 1.8 14.3 -5.2 -2.5 12.2 -- --
Taurus Discovery Fund (G) Not Ranked
32.87 2.5 17.4 -3.2 -2.5 16.3 22.2 15.9
Tata Mid Cap Growth - Direct (G) Not Ranked
20.18 1.1 16.5 -4.3 -2.9 22.7 29.2 --
Union KBC Small & Mid Cap -DP (G) Not Ranked
6.09 1.9 18.0 -2.7 -3.1 9.5 -- --
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.14 0.3 19.7 -5.1 -3.1 16.3 20.8 --
IDFC Sterling Equity - Direct (G) Not Ranked
86.04 1.9 17.9 -3.3 -3.2 15.1 19.4 --
Templeton (I) Equity Income - Dir (G) Not Ranked
20.76 1.3 14.7 -1.6 -3.4 10.0 13.0 --
Tata Mid Cap Growth Fund (G) Rank 3
537.85 1.1 16.3 -4.7 -3.7 21.7 28.2 18.3
Edelweiss Emerging Leaders (G) Not Ranked
39.88 0.3 19.6 -5.4 -3.8 15.6 20.2 --
Axis Mid Cap Fund - Direct (G) Not Ranked
56.08 0.5 15.1 -2.9 -3.9 16.8 25.0 --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,378.78 1.9 17.8 -3.6 -3.9 14.2 18.4 13.6
Templeton (I) Equity Income (G) Not Ranked
952.40 1.2 14.5 -1.9 -4.0 9.4 12.4 10.1
Union KBC Small & Mid Cap -RP (G) Not Ranked
105.95 1.8 17.6 -3.3 -4.1 8.6 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
87.48 -0.4 12.5 -6.3 -4.3 17.3 29.8 --
Axis Mid Cap Fund (G) Rank 5
1,181.42 0.5 14.8 -3.5 -5.0 15.4 23.4 18.8
ICICI Pru MidCap Fund (G) Rank 4
1,199.50 -0.4 12.4 -6.6 -5.1 16.4 28.7 16.2
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
2.27 2.0 17.3 2.8 -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
1.30 2.0 17.3 2.8 -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
71.91 2.0 17.7 2.7 -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
9.20 2.1 17.2 -- -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
0.36 2.1 17.0 -- -- -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
33.64 2.0 17.7 2.7 -- -- -- --
CATEGORY AVERAGE 1.7 17.5 -1.3 2.7 15.9 15.9 10.3

Note : Returns have been calculated based on NAV's as on May 27, 2016 & Index values as on May 27, 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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