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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 Aug 21, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Mid & Small Cap Fund (G) Rank 4
2,417.62 -4.6 1.1 9.1 15.2 12.7 16.8 23.1
L&T Emerging Businesses Fund-DP (G) Rank 1
41.52 -2.2 4.9 21.5 38.7 26.6 26.4 --
L&T Emerging Businesses Fund-RP (G) Rank 1
492.49 -2.3 4.7 21.0 37.7 25.7 25.5 --
Reliance Small Cap - Direct (G) Rank 2
358.56 -3.9 2.4 16.7 33.7 21.5 24.5 --
ABSL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.36 1.0 14.0 23.6 33.0 20.3 -- --
L&T Midcap Fund -Direct (G) Rank 1
43.50 -2.7 4.2 18.3 32.9 20.5 24.9 --
Sponsored Advt.
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,719.48 -3.6 -1.7 7.6 17.0 15.1 20.6 23.9
IDFC Sterling Equity - Direct (G) Rank 3
93.00 -0.4 7.2 21.8 32.7 18.1 19.6 --
ABSL Emer. Leaders-Sr 2-RP (G) Not Ranked
204.63 0.9 13.9 23.4 32.4 19.8 -- --
Reliance Small Cap Fund (G) Rank 2
2,626.97 -4.0 2.1 16.0 32.2 20.2 23.3 31.0
L&T Midcap Fund (G) Rank 1
564.73 -2.7 3.9 17.8 31.7 19.5 23.9 27.9
IDFC Sterling Equity Fund - RP (G) Rank 3
1,178.41 -0.5 7.0 21.1 31.4 17.1 18.7 20.9
ABSL Emer. Leaders-Sr 1-DP (G) Not Ranked
3.30 3.4 7.4 9.4 31.0 19.1 -- --
ABSL Emer. Leaders-Sr 1-RP (G) Not Ranked
269.67 3.4 7.4 9.4 30.6 18.6 -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
131.48 -1.1 5.5 15.7 29.8 20.0 29.8 --
SBI Small & Midcap Fund (G) Not Ranked
543.20 -1.2 5.2 15.2 28.4 18.5 28.1 --
Sahara Midcap Fund - Direct (G) Not Ranked
5.20 -1.3 0.9 11.3 27.5 20.3 19.1 --
Mirae Emerging Bluechip -Direct (G) Rank 1
419.57 -2.2 2.7 13.2 26.6 21.3 26.5 --
Can Robeco Emer-Equities-Direct (G) Rank 2
171.05 -2.4 2.0 16.5 26.3 17.4 24.0 --
Mirae Emerging Bluechip Fund (G) Rank 1
2,785.30 -2.3 2.5 12.8 25.6 20.3 25.4 30.8
Sahara Midcap Fund (G) Not Ranked
3.87 -1.5 0.3 10.2 25.0 18.2 17.6 22.3
Can Robeco Emerg-Equities (G) Rank 2
1,301.40 -2.5 1.7 15.8 24.7 16.1 22.8 28.9
ABSL Pure Value - Direct (G) Rank 4
166.31 2.5 5.8 12.8 23.5 19.1 20.5 --
ABSL Small & Midcap -Direct (G) Rank 2
61.04 -4.6 -0.7 13.2 22.4 21.5 24.8 --
ABSL Pure Value Fund (G) Rank 4
688.82 2.4 5.4 12.1 22.2 17.9 19.3 28.5
ABSL Small and Midcap Fund (G) Rank 2
422.72 -4.7 -1.0 12.6 21.2 20.4 23.7 25.8
Sundaram SMILE Fund -Direct (G) Not Ranked
59.36 -6.0 -0.5 13.6 21.0 13.6 21.1 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -6.0 -0.5 13.6 21.0 13.6 21.2 25.6
ABSL Midcap Fund -Direct (G) Rank 3
72.41 -0.7 3.4 14.5 20.9 16.3 22.2 --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
14.54 -5.1 -0.2 11.9 20.9 16.9 -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.62 -5.1 -0.3 12.0 20.9 17.0 -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.72 -5.1 -0.3 11.8 20.7 16.7 -- --
ICICI Pru MidCap Fund - Direct (G) Rank 3
89.43 -1.7 2.1 8.6 20.6 11.8 16.9 --
ABSL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.86 -1.6 3.3 14.6 20.5 21.0 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
187.24 -5.1 -0.4 11.8 20.5 16.6 -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.88 -2.2 0.5 8.2 20.5 13.5 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
275.08 -5.1 -0.3 11.7 20.5 16.5 -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.84 -2.3 0.4 8.0 20.4 13.4 -- --
Sundaram SMILE Fund (G) Rank 3
1,045.83 -6.0 -0.7 13.2 20.4 13.1 20.6 25.0
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
151.63 -5.1 -0.4 11.6 20.3 16.3 -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
3.57 -5.3 0.3 12.1 20.3 -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.56 -5.3 0.3 12.1 20.3 -- -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
46.56 -2.2 0.4 8.0 20.0 13.1 -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.42 -2.3 0.4 7.9 20.0 12.6 -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
49.21 -2.3 0.3 7.8 19.9 13.0 -- --
ABSL Midcap Fund (G) Rank 3
1,810.60 -0.8 3.2 14.0 19.7 15.3 21.1 23.4
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
112.22 -5.4 -- 11.7 19.6 -- -- --
Templeton (I) Equity Income - Dir (G) Not Ranked
27.75 -1.4 4.5 10.7 19.6 14.6 12.3 --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
66.11 -5.4 -- 11.7 19.6 -- -- --
ABSL Emer. Leaders-Sr 5-RP (G) Not Ranked
57.44 -1.6 3.2 14.3 19.6 20.0 -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.70 -5.4 0.3 11.7 19.5 -- -- --
Sundaram Small Cap - Series II-RP-G Not Ranked
74.03 -2.3 0.3 7.7 19.5 12.2 -- --
ICICI Pru MidCap Fund (G) Rank 3
1,064.62 -1.8 1.8 8.0 19.4 10.7 15.8 24.5
Tata Mid Cap Growth - Direct (G) Rank 4
22.60 -1.9 3.4 11.6 19.1 10.6 19.1 --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
42.72 -5.5 -- 11.3 18.9 -- -- --
Sundaram Select Midcap -Direct (G) Rank 3
366.07 -2.0 1.7 9.1 18.7 14.9 21.6 --
Sundaram Select Midcap -IP (D) Not Ranked
0.21 -2.0 1.7 9.1 18.7 14.8 21.6 25.6
Templeton (I) Equity Income (G) Not Ranked
912.38 -1.4 4.3 10.3 18.7 13.8 11.6 16.1
Sahara Star Value Fund -Direct (G) Not Ranked
0.07 -2.1 -1.5 11.3 18.7 16.9 12.3 --
HDFC MidCap Opport.- Direct (G) Rank 3
1,605.39 -2.6 2.2 10.5 18.5 16.4 20.7 --
Sahara Star Value Fund (G) Not Ranked
0.57 -2.1 -1.5 11.2 18.5 17.2 12.6 16.5
Kotak Emerging Equity - Direct (G) Rank 2
73.04 -2.7 0.7 9.8 18.4 17.1 23.6 --
Tata Mid Cap Growth Fund (G) Rank 3
537.77 -2.0 3.2 11.2 18.3 9.8 18.2 23.8
Sundaram Select Midcap -RP (G) Rank 3
4,246.28 -2.1 1.5 8.7 18.1 14.4 21.0 25.2
DSP-BR Small & Mid Cap -Direct (G) Rank 3
206.69 -3.5 -1.5 8.1 18.0 16.0 21.5 --
ABSL Emer. Leaders-Sr 4-RP (G) Not Ranked
138.19 0.8 4.5 11.7 18.0 18.0 17.6 --
ABSL Emer. Leaders-Sr 4-DP (G) Not Ranked
9.46 0.5 4.2 11.5 18.0 18.3 18.0 --
ABSL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.56 -0.2 3.9 11.4 17.9 18.5 17.9 --
ABSL Emer. Leaders-Sr 3-RP (G) Not Ranked
268.95 -0.2 3.9 11.4 17.7 18.1 17.3 --
HSBC Midcap Equity - Direct (G) Not Ranked
71.07 -3.2 2.1 9.4 17.7 13.9 19.6 --
Edelweiss M&S CP-DP (G) Not Ranked
14.01 -2.2 1.4 13.3 17.4 10.9 20.3 --
Invesco India Mid N Small-DP (G) Not Ranked
28.07 -1.6 2.6 11.3 17.4 12.5 18.1 --
HDFC MidCap Opportunities (G) Rank 3
12,753.08 -2.7 1.9 10.0 17.3 15.3 19.6 25.6
Taurus Discovery Fund -Direct (G) Not Ranked
0.47 -1.7 0.8 11.7 17.3 12.1 18.0 --
ABSL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.16 -1.5 3.2 13.2 17.2 16.4 -- --
Franklin (I) Smaller Co -Direct (G) Rank 3
862.32 -2.1 1.8 11.3 17.1 18.4 22.2 --
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,719.48 -3.6 -1.7 7.6 17.0 15.1 20.6 23.9
Taurus Discovery Fund (G) Not Ranked
39.60 -1.8 0.7 11.5 16.9 11.5 17.4 23.0
HSBC Midcap Equity Fund (G) Not Ranked
329.75 -3.3 1.9 9.0 16.8 13.1 18.7 23.3
Edelweiss M&S CP (G) Not Ranked
451.71 -2.3 1.2 13.0 16.8 10.3 19.2 25.8
Kotak Emerging Equity - Regular (G) Rank 2
1,329.58 -2.8 0.4 9.0 16.7 15.4 21.9 25.6
Invesco India Mid Cap-Direct (G) Not Ranked
5.05 -1.9 1.9 10.3 16.7 12.3 18.2 --
Kotak Mid-Cap Fund - Direct (G) Rank 2
13.54 -4.3 -0.7 8.9 16.5 15.9 21.4 --
DSP-BR Micro Cap Fund - Direct (G) Rank 2
708.37 -6.0 -3.9 6.3 16.4 17.1 26.0 --
Reliance Mid & Small Cap - Direct (G) Rank 3
152.20 -4.5 1.4 9.7 16.4 13.8 17.8 --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
25.82 -2.6 -0.8 8.1 16.3 13.5 16.5 19.8
DSP-BR Micro Cap Fund - RP (G) Rank 2
4,258.41 -6.0 -4.0 6.0 15.8 16.4 25.2 30.0
BNP Paribas Mid Cap Fund -Dir (G) Rank 3
91.56 -1.6 3.5 15.1 15.8 13.6 19.3 --
Franklin (I) Smaller Cos (G) Rank 3
3,838.74 -2.2 1.5 10.6 15.6 16.9 20.5 30.3
Invesco India Mid N SmallCap (G) Not Ranked
420.06 -1.8 2.2 10.4 15.4 10.6 16.1 24.4
Axis Small Cap Fund - Direct (G) Not Ranked
7.20 -2.7 3.1 8.5 15.4 12.7 17.3 --
ABSL Emer. Leaders-Sr 6-RP (G) Not Ranked
236.55 -1.6 2.7 12.2 15.3 14.4 -- --
Reliance Mid & Small Cap Fund (G) Rank 4
2,417.62 -4.6 1.1 9.1 15.2 12.7 16.8 23.1
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 -1.5 0.9 11.7 15.2 13.4 14.6 --
Franklin (I) Prima - Direct (G) Rank 3
517.61 -1.1 1.5 9.3 15.1 16.4 21.0 --
Invesco India Mid Cap (G) Not Ranked
145.39 -2.0 1.4 9.4 14.7 10.3 16.0 23.6
Kotak Mid-Cap Fund - Regular(G) Rank 2
533.57 -4.5 -1.1 8.1 14.6 14.1 19.6 23.0
Sahara Wealth Plus - VPO (G) Not Ranked
8.56 -1.6 0.8 11.4 14.6 12.8 14.1 19.1
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.34 -5.2 1.0 13.3 14.3 8.0 20.3 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.49 -5.1 1.0 13.3 14.2 7.9 20.2 --
BNP Paribas Mid Cap Fund (G) Rank 3
623.45 -1.7 3.0 14.2 14.1 12.0 17.7 25.4
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.65 -5.2 1.0 13.1 14.1 7.9 20.5 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.50 -5.1 1.0 13.2 14.1 7.9 20.1 --
Axis Small Cap Fund (G) Not Ranked
354.31 -2.8 2.8 7.9 14.0 11.4 16.0 --
UTI Mid Cap - Direct (G) Rank 4
268.35 -1.6 0.8 8.6 11.9 9.6 17.7 --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
101.45 -5.3 0.9 13.1 13.9 7.6 19.4 --
Franklin India Prima Fund (G) Rank 3
4,457.05 -1.1 1.3 8.8 13.9 15.2 19.6 26.6
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.67 -5.2 0.9 13.1 13.8 7.5 19.3 --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.85 -5.2 0.9 12.9 13.7 7.5 19.7 --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.73 -5.1 0.9 13.0 13.7 7.6 19.3 --
Axis Mid Cap Fund - Direct (G) Rank 5
60.21 -1.0 5.9 14.3 13.5 5.6 14.0 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.96 -2.5 0.2 12.0 13.2 7.2 -- --
IDFC Premier Equity - Direct (G) Rank 4
527.58 -1.7 2.9 11.2 13.1 8.2 15.1 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
6.34 -2.6 -1.1 10.0 12.8 10.4 -- --
Can Robeco India Opport. - RP-(G) Not Ranked
107.84 -2.6 0.1 11.8 12.7 6.8 -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
44.53 -2.6 -1.1 9.9 12.5 10.1 -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 -1.7 0.3 10.3 12.4 10.8 12.3 --
IDFC Premier Equity - Regular (G) Rank 4
5,234.04 -1.8 2.7 10.8 12.3 7.4 14.2 20.6
Axis Mid Cap Fund (G) Rank 5
1,106.58 -1.1 5.6 13.6 12.2 4.4 12.7 21.6
Sahara Wealth Plus - FPO (G) Not Ranked
1.44 -1.8 0.2 10.2 12.1 10.4 12.0 17.4
SBI Emerging Businesses -Direct (G) Rank 4
153.28 -2.4 5.0 11.1 12.0 11.5 14.5 --
Motilal Focused Midcap 30 - DP (G) Rank 5
493.73 -2.9 -2.1 7.3 11.4 8.4 21.4 --
Union Small & Mid Cap -DP (G) Not Ranked
7.96 -3.9 1.2 11.6 11.1 8.2 12.3 --
SBI Emerging Busi (G) Rank 4
1,630.28 -2.5 4.8 10.6 11.1 10.5 13.5 18.1
UTI Mid Cap (G) Rank 4
3,375.48 -1.6 0.6 8.1 10.9 8.5 16.6 25.9
ABSL MNC Fund -Direct (G) Rank 4
289.82 -1.5 3.5 13.9 10.5 6.1 20.1 --
SBI Magnum Midcap Fund - Direct (G) Rank 3
422.13 -3.1 -- 6.0 10.0 11.9 20.3 --
Union Small & Mid Cap -RP (G) Not Ranked
193.54 -4.1 0.9 11.1 10.0 7.0 11.3 --
Motilal Focused Midcap 30 - RP (G) Rank 5
747.85 -3.0 -2.4 6.6 9.9 7.0 19.9 --
ABSL MNC Fund (G) Rank 4
2,844.89 -1.6 3.2 13.2 9.3 4.9 18.8 23.4
SBI Magnum Midcap Fund (G) Rank 3
2,879.56 -3.2 -0.3 5.4 8.8 10.6 19.0 27.5
SBI Magnum Global Fund - Direct (G) Rank 5
229.43 -3.8 1.9 8.1 7.3 5.1 13.9 --
SBI Magnum Global Fund (G) Rank 5
2,713.09 -3.9 1.7 7.6 6.4 4.0 12.9 20.7
IDBI Midcap Fund - RP (G) Not Ranked
149.52 -1.3 3.3 10.1 -- -- -- --
IDBI Midcap Fund - DP (G) Not Ranked
1.96 -1.1 4.1 11.5 -- -- -- --
IDBI Small Cap Fund - RP (G) Not Ranked
0.00 0.3 -- -- -- -- -- --
IDBI Small Cap Fund - DP (G) Not Ranked
0.00 0.6 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 14-DP-G Not Ranked
0.00 -5.6 0.1 -- -- -- -- --
Sundaram Select Micro Cap-Sr 15-RP-G Not Ranked
0.00 -3.8 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 15-DP-G Not Ranked
0.00 -3.7 -- -- -- -- -- --
Sundaram Select Small Cap - Sr. V-RP-G Not Ranked
0.00 -1.9 -- -- -- -- -- --
Sundaram Select Small Cap - Sr. V-DP-G Not Ranked
0.00 -1.8 -- -- -- -- -- --
Sundaram Select Small Cap - Sr. VI-RP-G Not Ranked
0.00 -0.5 -- -- -- -- -- --
Sundaram Select Small Cap - Sr. VI-DP-G Not Ranked
0.00 -0.4 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 16-RP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 16-DP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 14-RP-G Not Ranked
0.00 -5.7 -0.1 -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-DP-G Not Ranked
1.11 -5.9 1.0 9.7 -- -- -- --
Sundaram Select Micro Cap-Sr 12-RP-G Not Ranked
18.07 -5.9 0.8 9.1 -- -- -- --
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
0.99 -5.7 1.2 9.6 -- -- -- --
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
38.66 -5.8 1.0 9.2 -- -- -- --
CATEGORY AVERAGE -2.7 1.6 10.6 16.0 11.4 12.6 12.9

Note : Returns have been calculated based on NAV's as on Aug 21, 2017 & Index values as on Aug 21, 2017

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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