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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 Apr 15, 2014
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Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance Small Cap - Direct (G) Not Ranked
4.62 9.8 12.0 43.5 46.0 -- -- --
Reliance Small Cap Fund (G) Rank 3
305.85 9.7 11.8 42.9 45.0 21.9 11.4 --
Franklin (I) Smaller Co -Direct (G) Not Ranked
4.71 8.3 16.7 33.4 44.8 -- -- --
UTI Mid Cap - Direct (G) Not Ranked
1.64 7.9 15.1 37.0 44.6 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
316.35 8.3 16.6 33.0 44.2 27.2 15.4 28.0
SBI Midcap Fund - Direct (G) Not Ranked
1.81 3.5 10.2 33.8 44.0 -- -- --
UTI Mid Cap (G) Rank 3
244.10 7.9 15.0 36.6 43.9 21.2 12.7 26.6
SBI Magnum Midcap Fund (G) Rank 2
182.84 3.4 10.0 33.4 43.2 25.8 15.1 23.6
Birla SL Pure Value - Direct (G) Not Ranked
0.52 15.1 22.1 38.6 42.5 -- -- --
Birla SL Pure Value Fund (G) Not Ranked
40.62 15.1 21.9 38.1 41.6 20.9 11.5 23.8
HSBC Small Cap Fund - Direct (G) Not Ranked
0.01 10.3 23.7 44.6 39.1 -- -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
1.41 6.0 15.1 33.5 38.5 -- -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
1.59 8.7 14.5 36.7 38.4 17.7 10.1 23.7
HSBC Small Cap Fund (G) Not Ranked
12.55 10.3 23.5 44.1 38.1 15.2 1.8 17.4
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
6.50 7.7 12.3 34.2 37.8 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
0.98 8.6 14.4 36.3 37.2 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 1
155.88 5.9 14.8 32.8 37.1 22.3 16.5 --
DSP-BR Micro Cap Fund - RP (G) Rank 4
338.15 7.6 12.1 33.8 37.0 14.9 9.3 29.3
Sahara Midcap Fund - Direct (G) Not Ranked
0.09 9.3 11.0 29.3 36.8 -- -- --
Sahara Midcap Fund (G) Not Ranked
8.36 9.4 11.1 29.3 36.7 13.2 6.8 22.8
Religare Invesco Mid N Small-DP (G) Not Ranked
1.34 7.0 13.1 29.6 36.3 -- -- --
ICICI Pru MidCap Fund (G) Rank 4
185.53 8.6 14.2 35.8 36.3 15.9 8.4 22.0
HDFC MidCap Opp.- Direct (G) Not Ranked
73.18 8.0 15.1 32.8 35.6 -- -- --
Religare Invesco Mid N SmallCap (G) Not Ranked
43.59 6.9 12.7 28.9 35.1 21.3 15.3 30.6
HDFC MidCap Opportunities (G) Rank 2
2,729.78 8.0 14.9 32.5 34.9 18.2 14.3 28.8
Edelweiss Select Midcap -Direct (G) Not Ranked
0.09 5.6 7.7 21.6 34.7 -- -- --
HSBC Midcap Equity - Direct (G) Not Ranked
0.13 9.8 16.0 48.4 34.5 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
3.64 5.5 7.5 21.3 34.2 15.3 -- --
Franklin (I) Prima - Direct (G) Not Ranked
19.15 7.8 14.7 27.5 33.9 -- -- --
HSBC Midcap Equity Fund (G) Not Ranked
72.46 9.8 15.8 47.9 33.6 10.5 3.2 15.5
Tata Mid Cap Growth - Direct (G) Not Ranked
0.59 6.7 12.3 23.6 33.3 -- -- --
L&T Midcap Fund -Direct (G) Not Ranked
0.39 7.6 13.1 26.0 33.1 -- -- --
Franklin India Prima Fund (G) Rank 2
848.22 7.8 14.5 27.0 32.9 22.1 13.6 26.5
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.46 7.6 13.8 30.6 32.8 -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.10 5.7 7.0 18.9 32.4 -- -- --
Tata Mid Cap Growth Fund (G) Rank 3
180.56 6.6 12.1 23.1 32.3 16.2 10.2 21.9
ICICI Pru Discovery -Inst -I Not Ranked
35.27 7.6 15.6 28.2 32.3 21.4 13.9 31.0
L&T Midcap Fund (G) Not Ranked
75.25 7.5 12.8 25.6 32.2 16.0 8.0 23.0
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
1.26 7.2 12.5 26.3 32.1 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.03 13.4 15.7 39.7 32.0 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.00 5.6 6.9 18.7 32.0 17.6 10.1 19.8
Reliance Long Term Eqty -Direct (G) Not Ranked
1.20 11.6 9.7 31.3 31.8 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
48.74 7.5 13.5 29.9 31.7 19.0 13.4 28.4
ICICI Pru Discovery - Direct (G) Not Ranked
116.05 7.6 15.5 28.0 31.7 -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
26.08 10.5 13.5 27.7 31.6 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
1.37 7.2 14.8 28.4 31.6 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 5.6 6.7 18.3 31.3 -- -- --
Sahara Star Value Fund (G) Not Ranked
0.99 13.2 15.5 39.3 31.3 7.4 4.0 --
ING Midcap Fund -Direct (G) Not Ranked
0.81 8.3 13.8 29.5 31.1 -- -- --
Sundaram Select Midcap -RP (G) Rank 3
1,637.67 10.3 13.1 27.3 31.0 17.3 9.9 25.5
Reliance Long Term Equity (G) Rank 4
752.48 11.5 9.5 30.9 31.0 16.2 7.8 19.6
Principal Emerging Bluechip(G) Rank 3
232.80 7.1 14.6 28.1 30.9 20.9 11.1 25.3
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.23 8.3 13.4 33.0 30.9 -- -- --
JPMorgan (I) Smaller Co. (G) Rank 2
112.44 7.1 12.3 25.7 30.9 19.4 11.5 25.7
ICICI Pru Discovery Fund (G) Rank 3
2,679.50 7.5 15.3 27.5 30.8 19.9 12.6 29.6
Sahara Wealth Plus - FPO (G) Not Ranked
1.50 5.5 6.6 18.2 30.8 16.5 9.1 18.7
Sundaram Select Midcap -IP (D) Not Ranked
0.72 10.3 13.2 27.5 30.7 17.4 10.6 --
Birla SL Small & Midcap -Direct (G) Not Ranked
1.71 7.5 11.3 25.1 30.7 -- -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
0.12 6.3 8.9 18.1 30.2 -- -- --
Can Robeco Emerg-Equities (G) Not Ranked
37.60 8.2 13.2 32.5 29.9 16.6 11.3 28.6
ING Midcap Fund (G) Not Ranked
23.90 8.2 13.5 28.9 29.8 15.4 8.9 21.1
Birla SL Small and Midcap Fund (G) Not Ranked
83.52 7.4 11.1 24.6 29.7 14.0 8.2 23.1
Sundaram SMILE Fund - IP (G) Not Ranked
0.01 14.7 17.2 30.7 29.2 12.0 5.1 --
BNP Paribas Mid Cap Fund (G) Not Ranked
49.31 6.2 8.7 17.7 29.2 19.6 15.5 26.5
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
9.16 9.3 10.8 29.4 29.1 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
1.69 14.9 17.4 31.1 29.1 -- -- --
Sundaram SMILE Fund (G) Rank 5
273.77 14.6 17.1 30.5 28.5 11.5 4.6 19.0
SBI Magnum Global Fund - Direct (G) Not Ranked
7.67 5.4 8.5 25.3 28.4 -- -- --
UTI Master Value Fund - Direct (G) Not Ranked
3.26 6.5 5.8 25.6 28.3 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 3
948.60 9.2 10.7 29.0 28.3 14.0 7.8 25.7
IDFC Premier Equity - Direct (G) Not Ranked
108.13 4.1 10.7 24.9 28.0 -- -- --
SBI Magnum Global Fund (G) Rank 2
855.89 5.4 8.4 24.9 27.7 18.5 13.6 27.6
UTI Master Value Fund (G) Rank 3
513.09 6.5 5.7 25.3 27.5 13.9 7.5 26.9
IDFC Premier Equity - B (G) Not Ranked
42.96 4.1 10.6 24.6 27.3 17.8 12.5 26.4
IDFC Premier Equity - A (G) Rank 3
3,297.14 4.1 10.6 24.6 27.2 17.8 12.5 26.3
Axis Mid Cap Fund - Direct (G) Not Ranked
1.98 8.2 13.7 28.5 27.2 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
6.59 4.2 6.3 15.9 26.9 -- -- --
Birla Sun Life MNC Fund (G) Rank 1
406.18 4.1 6.1 15.6 26.2 13.4 13.1 26.3
Axis Mid Cap Fund (G) Not Ranked
245.70 7.8 13.0 27.4 25.6 21.2 14.3 --
Birla SL Buy India -Direct (G) Not Ranked
0.64 4.2 6.1 19.8 24.2 -- -- --
Birla Sun Life Buy India (G) Not Ranked
33.41 4.1 6.0 19.5 23.5 17.9 10.2 21.2
Birla SL Midcap Fund -Direct (G) Not Ranked
8.14 7.2 12.4 23.5 22.6 -- -- --
Birla Sun Life Midcap Fund (G) Rank 5
942.37 7.2 12.2 23.2 21.8 12.2 6.3 21.3
Kotak Emerging Equity -Direct (G) Not Ranked
0.09 7.8 11.1 28.7 21.7 -- -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
0.89 7.0 11.2 25.9 21.6 -- -- --
Kotak Emerging Equity (G) Not Ranked
69.24 7.7 10.9 28.2 20.9 11.7 8.3 19.2
Kotak Mid-Cap Fund (G) Rank 4
233.46 7.0 11.0 25.5 20.8 12.4 7.7 21.9
IDFC Sterling Equity - Direct (G) Not Ranked
36.58 4.6 5.2 14.4 19.4 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.16 4.7 8.9 21.4 19.2 -- -- --
Taurus Discovery Fund (G) Not Ranked
22.32 4.7 8.8 21.2 18.7 16.8 8.3 18.5
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.04 7.3 8.7 19.3 18.6 -- -- --
IDFC Sterling Equity Fund - G Rank 3
1,267.76 4.6 4.9 13.9 18.4 10.9 7.8 22.7
Motilal MOSt Shares Midcap 100 ETF Not Ranked
34.90 7.6 12.7 21.2 18.4 8.6 3.5 --
Sundaram Equity Multiplier (G) Rank 5
111.62 7.0 8.4 18.8 18.0 10.7 3.4 14.4
Sundaram Rural India -Direct (G) Not Ranked
0.07 4.3 6.3 16.1 16.5 -- -- --
Sundaram Rural India Fund (G) Rank 4
118.30 4.1 6.0 15.8 16.0 10.8 5.6 18.0
SBI Emerging Businesses -Direct (G) Not Ranked
60.57 4.8 6.1 18.4 11.6 -- -- --
SBI Emerging Busi (G) Rank 3
1,186.92 4.7 5.9 18.0 10.7 13.4 13.6 29.7
CATEGORY AVERAGE 7.7 12.0 28.0 30.7 8.8 5.2 10.7

Note : Returns have been calculated based on NAV's as on Apr 15, 2014 & Index values as on Apr 15, 2014

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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