YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : Small & Mid Cap
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 22, 2015
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
SBI Small & Midcap Fund -Direct (G) Not Ranked
46.95 -0.2 1.9 19.3 75.7 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
43.45 -1.7 3.2 21.3 74.4 51.6 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.79 -1.4 -0.7 11.7 73.8 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
222.28 -0.3 1.5 18.5 73.6 -- -- --
Birla Sun Life MNC Fund (G) Rank 2
1,180.37 -1.8 3.0 20.7 72.8 50.5 37.7 26.2
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.68 -2.0 -0.7 11.5 72.0 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.54 -1.9 -0.8 11.3 71.2 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.84 -2.1 -0.8 11.8 71.0 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.72 -1.5 -1.1 10.7 70.9 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
102.76 -2.1 -1.1 10.6 69.1 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.03 -2.1 -1.2 10.4 68.3 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.45 -2.2 -1.2 10.9 68.1 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
79.29 -2.4 4.6 13.7 65.6 62.0 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,764.44 -2.5 4.4 13.3 64.5 60.9 39.4 22.8
Motilal Focused Midcap 30 - DP (G) Not Ranked
163.19 4.5 3.8 20.8 63.0 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
178.54 4.4 3.5 19.9 60.9 -- -- --
Kotak Emerging Equity - Direct (G) Not Ranked
5.50 0.8 1.2 11.0 56.7 46.3 -- --
Birla SL Buy India -Direct (G) Not Ranked
2.33 -1.2 1.9 15.8 56.3 40.8 -- --
Birla Sun Life Buy India (G) Not Ranked
53.91 -1.2 1.8 15.5 55.4 40.0 36.3 20.1
Kotak Emerging Equity - Regular (G) Rank 3
504.32 0.7 0.8 10.4 55.2 45.1 34.0 19.2
Tata Mid Cap Growth - Direct (G) Not Ranked
9.19 0.4 1.3 12.9 54.8 51.1 -- --
Tata Mid Cap Growth Fund (G) Rank 1
395.91 0.3 1.1 12.4 53.5 50.0 36.9 20.7
UTI Mid Cap - Direct (G) Not Ranked
94.57 -0.1 1.9 7.4 52.8 54.5 -- --
SBI Midcap Fund - Direct (G) Not Ranked
92.68 2.7 4.8 14.1 52.3 50.8 -- --
UTI Mid Cap (G) Rank 2
2,479.20 -0.2 1.7 6.9 51.6 53.5 38.8 22.2
Can Robeco Emer-Equities-Direct (G) Not Ranked
34.91 -0.4 0.2 9.1 51.5 54.9 -- --
SBI Magnum Midcap Fund (G) Rank 3
815.01 2.6 4.5 13.5 51.0 49.8 41.5 22.6
Can Robeco Emerg-Equities (G) Rank 1
281.14 -0.5 -- 8.8 50.3 53.7 38.6 24.2
Franklin (I) Smaller Co -Direct (G) Not Ranked
197.64 0.1 1.0 10.3 49.9 53.8 -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
37.95 -3.0 -1.7 8.4 49.4 55.1 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -3.0 -1.7 8.4 49.3 55.0 36.8 18.5
SBI Magnum Global Fund - Direct (G) Not Ranked
100.99 1.3 1.1 13.2 49.3 42.2 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
40.58 0.8 0.6 10.5 48.4 50.9 -- --
Sundaram SMILE Fund (G) Rank 3
857.54 -3.0 -1.7 8.1 48.4 54.1 36.1 17.8
SBI Magnum Global Fund (G) Rank 3
1,789.46 1.2 0.8 12.7 48.2 41.2 34.5 21.9
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
7.90 1.5 0.9 11.8 47.9 50.8 -- --
Franklin (I) Smaller Cos (G) Rank 2
1,716.69 -0.1 0.6 9.4 47.8 52.4 44.0 24.7
Mirae Emerging Bluechip Fund (G) Rank 2
652.37 0.8 0.3 10.0 46.9 49.3 39.7 --
Principal Emer-Bluechip -Direct (G) Not Ranked
12.13 0.9 1.4 9.4 46.2 46.9 -- --
Reliance Small Cap - Direct (G) Not Ranked
141.56 -1.9 -2.7 4.0 45.8 60.4 -- --
JPMorgan (I) Mid and Small Cap (G) Rank 2
347.93 1.3 0.4 10.8 45.6 48.9 38.3 22.6
L&T Midcap Fund -Direct (G) Not Ranked
7.96 0.2 0.2 8.6 45.4 48.7 -- --
Principal Emerging Bluechip(G) Rank 1
452.51 0.9 1.2 9.0 45.1 45.9 38.0 19.2
Franklin (I) Prima - Direct (G) Not Ranked
162.26 0.6 -0.6 10.3 44.8 46.0 -- --
Reliance Small Cap Fund (G) Rank 3
1,419.99 -2.0 -2.9 3.6 44.5 59.1 40.5 --
L&T Midcap Fund (G) Not Ranked
307.82 0.2 -- 8.2 44.3 47.5 34.7 19.0
IDFC Premier Equity - Direct (G) Not Ranked
579.15 1.3 3.2 13.3 44.1 40.8 -- --
IDFC Premier Equity - B (G) Not Ranked
37.56 1.3 3.1 13.0 43.2 39.9 32.5 21.8
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 1.3 3.0 12.9 43.0 39.8 32.4 21.8
Kotak Mid-Cap Fund - Direct (G) Not Ranked
5.28 0.7 -0.6 7.0 43.0 38.6 -- --
Franklin India Prima Fund (G) Rank 3
3,172.81 0.5 -1.0 9.6 42.8 44.5 37.9 22.0
Axis Small Cap Fund - Direct (G) Not Ranked
6.09 -0.9 -0.3 7.5 42.7 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
71.84 1.3 -1.1 4.5 42.7 52.5 -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
2.56 -0.9 -2.6 7.1 42.1 45.8 -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
4.31 1.1 1.4 10.7 41.8 45.6 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
26.45 0.1 0.4 11.1 41.7 39.5 -- --
Kotak Mid-Cap Fund - Regular(G) Rank 4
353.59 0.6 -0.9 6.4 41.6 37.4 30.5 17.8
ICICI Pru MidCap Fund (G) Rank 3
1,183.79 1.2 -1.3 4.1 41.5 51.4 34.0 17.0
Axis Small Cap Fund - Regular (G) Not Ranked
309.87 -0.9 -0.5 7.0 41.2 -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
83.11 0.1 -0.5 9.1 41.1 45.2 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
666.39 0.9 2.1 7.9 41.1 46.3 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 0.1 -0.5 9.1 41.0 45.1 35.2 21.0
Reliance Mid & Small Cap - Direct (G) Not Ranked
66.54 -2.1 -1.8 6.0 40.7 46.7 -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,492.85 -- 0.3 10.6 40.4 38.4 30.3 15.7
BNP Paribas Mid Cap Fund (G) Not Ranked
286.85 1.1 1.2 10.1 40.2 44.2 36.7 22.8
Religare Invesco Mid N Small-DP (G) Not Ranked
22.95 -1.1 -3.1 6.9 40.0 45.3 -- --
HDFC MidCap Opportunities (G) Rank 3
8,957.92 0.8 1.9 7.4 40.0 45.3 34.7 23.4
Sundaram Select Midcap -RP (G) Rank 4
2,770.75 0.1 -0.6 8.8 40.0 44.3 34.7 20.3
Religare Invesco Mid Cap (G) Not Ranked
101.68 -1.1 -3.1 6.1 39.7 43.9 35.5 22.0
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
HSBC Midcap Equity - Direct (G) Not Ranked
60.72 -0.3 0.7 9.8 39.7 52.6 -- --
Reliance Mid & Small Cap Fund (G) Rank 3
2,274.41 -2.1 -2.0 5.6 39.6 45.7 33.1 18.3
Axis Mid Cap Fund - Direct (G) Not Ranked
53.28 1.5 1.3 8.4 39.2 43.9 -- --
HSBC Midcap Equity Fund (G) Rank 3
287.32 -0.3 0.5 9.4 38.7 51.5 32.2 12.7
SBI Emerging Businesses -Direct (G) Not Ranked
117.10 -0.2 -1.9 5.2 38.0 27.5 -- --
Religare Invesco Mid N SmallCap (G) Rank 3
376.44 -1.2 -3.5 6.0 37.9 43.5 36.6 22.9
Taurus Discovery Fund -Direct (G) Not Ranked
0.22 1.4 0.2 7.9 37.7 38.8 -- --
Axis Mid Cap Fund (G) Rank 4
999.35 1.4 1.0 7.8 37.3 42.1 37.0 --
Taurus Discovery Fund (G) Not Ranked
32.54 1.3 0.1 7.6 37.2 38.2 34.6 16.0
SBI Emerging Busi (G) Rank 5
1,543.60 -0.3 -2.3 4.6 36.9 26.4 26.3 21.3
Edelweiss Select Midcap -Direct (G) Not Ranked
0.78 0.5 1.1 9.7 36.9 36.4 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
576.11 1.5 0.2 8.7 36.8 47.1 -- --
Edelweiss Select Midcap Fund (G) Not Ranked
26.25 0.5 0.9 9.3 36.3 35.8 29.8 --
IDFC Sterling Equity - Direct (G) Not Ranked
114.27 -0.7 -3.2 6.0 36.1 34.6 -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
ICICI Pru Value Discovery Fund (G) Rank 1
8,224.72 1.4 -- 8.2 35.6 45.9 35.2 21.6
IDFC Sterling Equity Fund - G Rank 5
1,767.08 -0.8 -3.4 5.7 35.0 33.5 26.7 17.2
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
5.44 -0.3 -1.0 8.9 35.0 41.0 -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
75.26 -3.3 -2.7 5.4 33.9 41.9 -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Birla SL Small and Midcap Fund (G) Not Ranked
182.81 -0.4 -1.1 8.5 33.7 39.7 29.5 16.0
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,776.86 -3.3 -2.8 5.1 33.0 41.0 29.9 17.5
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.62 -1.3 -0.8 6.4 31.1 -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.79 -0.4 -3.7 4.2 30.5 -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
313.54 -1.4 -1.0 6.1 30.2 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.36 -0.4 -3.7 4.1 30.0 -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.49 -1.0 -1.2 7.4 28.3 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
148.44 -1.0 -1.3 7.1 27.6 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
158.02 1.5 -- 6.2 25.4 30.6 25.2 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 0.8 -2.5 3.8 22.8 31.3 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
9.39 0.7 -2.6 3.7 22.5 31.0 27.1 16.4
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.06 0.6 -2.8 3.2 21.4 30.0 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.75 0.6 -2.9 3.1 21.2 29.6 25.8 15.3
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.14 0.2 -1.7 5.8 18.2 -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
189.78 0.2 -1.8 5.6 17.6 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
5.97 -3.9 -4.2 -2.7 17.4 36.4 -- --
Sahara Midcap Fund (G) Not Ranked
4.58 -4.0 -4.3 -2.8 17.2 36.3 25.1 13.7
Birla SL Pure Value - Direct (G) Not Ranked
51.72 -2.6 -3.5 0.9 14.3 47.6 -- --
Birla SL Pure Value Fund (G) Rank 4
367.08 -2.7 -3.7 0.5 13.3 46.5 34.9 18.9
Sahara Star Value Fund -Direct (G) Not Ranked
0.38 -3.0 -5.8 -10.3 6.2 35.2 -- --
Sahara Star Value Fund (G) Not Ranked
1.63 -2.9 -5.7 -10.1 -0.9 30.2 16.6 8.0
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.15 -2.7 -2.9 -1.2 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.51 -0.7 -2.0 -- -- -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
4.07 -0.2 0.5 5.7 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
76.30 -0.3 0.3 5.3 -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.55 -3.7 -1.0 10.9 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
154.51 -3.9 -1.5 9.8 -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.69 -2.5 -3.4 -1.4 -- -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
232.43 -2.7 -3.6 -1.8 -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
122.72 -2.6 -3.6 -1.7 -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 -0.6 -1.7 -- -- -- -- --
CATEGORY AVERAGE -0.4 -0.5 7.5 37.4 31.2 23.5 12.0

Note : Returns have been calculated based on NAV's as on May 22, 2015 & Index values as on May 22, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.