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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 Oct 17, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance Small Cap - Direct (G) Not Ranked
31.21 -2.7 12.5 54.9 125.4 -- -- --
Reliance Small Cap Fund (G) Rank 1
535.00 -2.8 12.3 54.3 123.6 40.9 33.9 --
HSBC Midcap Equity - Direct (G) Not Ranked
19.66 -4.8 3.1 35.6 104.2 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
3.50 -2.2 11.9 52.9 103.8 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -2.2 11.9 52.9 103.2 32.7 27.2 --
HSBC Midcap Equity Fund (G) Rank 3
108.05 -4.9 3.0 35.2 102.8 26.8 23.0 9.2
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
15.73 -3.9 10.6 48.1 102.7 -- -- --
Sundaram SMILE Fund (G) Rank 4
332.35 -2.3 11.7 52.3 102.1 32.1 26.4 12.9
DSP-BR Micro Cap Fund - RP (G) Rank 3
506.69 -3.9 10.4 47.6 101.5 34.8 28.0 22.8
Sahara Star Value Fund -Direct (G) Not Ranked
0.13 -6.1 0.9 42.0 99.4 -- -- --
UTI Mid Cap - Direct (G) Not Ranked
32.61 -3.7 12.9 43.3 98.7 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.67 -3.9 7.7 47.8 98.3 -- -- --
UTI Mid Cap (G) Rank 2
931.38 -3.8 12.7 42.7 97.4 40.0 30.1 20.2
Can Robeco Emerg-Equities (G) Not Ranked
52.29 -3.9 7.5 47.1 96.7 36.0 31.1 22.6
ICICI Pru MidCap Fund - Direct (G) Not Ranked
10.07 -5.2 4.3 38.4 94.3 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
11.44 -5.1 -0.4 38.1 93.2 -- -- --
ICICI Pru MidCap Fund (G) Rank 3
318.91 -5.2 4.1 37.8 92.8 33.9 27.2 16.3
Birla SL Pure Value Fund (G) Rank 1
97.71 -5.2 -0.6 37.6 91.9 38.0 28.0 19.0
Franklin (I) Smaller Co -Direct (G) Not Ranked
31.57 -4.0 10.5 40.4 88.7 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
556.14 -4.1 10.1 39.7 87.4 41.3 34.8 21.3
Reliance Long Term Eqty -Direct (G) Not Ranked
4.78 -4.2 8.0 40.3 86.8 -- -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
14.06 -3.2 10.4 38.9 85.4 -- -- --
Reliance Long Term Equity (G) Rank 3
945.05 -4.3 7.7 39.7 85.4 31.3 26.0 16.5
Sahara Star Value Fund (G) Not Ranked
1.59 -6.1 0.9 31.9 84.7 20.5 17.2 10.0
Kotak Emerging Equity -Direct (G) Not Ranked
0.26 -3.0 10.3 42.3 84.0 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 2
283.45 -3.3 10.1 38.2 83.5 36.3 31.0 --
Kotak Emerging Equity (G) Not Ranked
56.73 -3.1 10.1 41.7 82.5 27.9 25.3 15.2
SBI Midcap Fund - Direct (G) Not Ranked
38.56 -2.7 9.2 34.5 79.9 -- -- --
L&T Midcap Fund -Direct (G) Not Ranked
1.79 -3.0 8.0 40.5 79.1 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
325.50 -2.7 8.9 34.1 78.8 37.4 30.8 17.1
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.64 -3.1 7.8 36.0 78.6 -- -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
4.47 -3.7 6.5 37.5 78.2 -- -- --
L&T Midcap Fund (G) Rank 2
133.55 -3.1 7.8 40.0 77.7 32.6 27.1 15.4
Religare Invesco Mid Cap (G) Not Ranked
58.07 -3.2 7.4 35.2 76.6 32.0 26.7 20.5
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 -4.0 7.0 32.2 76.4 -- -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 -5.1 5.5 35.3 75.8 -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 -4.1 6.8 31.7 75.3 31.6 27.1 21.8
Axis Mid Cap Fund (G) Rank 3
337.30 -3.9 6.0 36.5 75.3 32.7 29.7 --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
2.66 -4.3 3.9 37.4 74.8 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
1.40 -4.5 7.4 40.4 74.6 -- -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
6.00 -2.9 7.7 34.1 74.5 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 -5.1 5.3 34.8 74.5 33.8 30.6 20.8
Tata Mid Cap Growth Fund (G) Rank 3
215.08 -4.6 7.1 39.8 73.2 31.1 26.3 16.0
JPMorgan (I) Smaller Co. (G) Rank 2
115.36 -4.4 3.6 36.6 72.9 33.0 27.8 18.6
Principal Emer-Bluechip -Direct (G) Not Ranked
6.55 -5.1 7.0 33.7 72.9 -- -- --
Religare Invesco Mid N SmallCap (G) Rank 2
123.11 -3.0 7.3 33.3 72.6 33.8 28.4 23.3
Sahara Midcap Fund - Direct (G) Not Ranked
5.48 -7.6 5.6 32.6 72.2 -- -- --
Sahara Midcap Fund (G) Not Ranked
3.75 -7.6 5.6 32.6 72.2 27.3 21.4 14.3
Principal Emerging Bluechip(G) Rank 3
281.30 -5.1 6.8 33.4 72.0 32.3 30.1 15.8
Sundaram Select Midcap -Direct (G) Not Ranked
44.90 -5.6 3.5 33.8 71.3 -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
20.14 -5.9 4.0 30.4 71.3 -- -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.99 -5.6 3.5 33.7 70.8 27.7 24.8 16.7
Franklin (I) Prima - Direct (G) Not Ranked
49.71 -3.5 7.4 33.5 70.7 -- -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
2.01 -4.1 8.7 35.8 70.3 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,102.08 -5.9 3.8 30.0 70.2 25.9 21.4 17.0
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 -5.7 3.2 33.2 69.9 27.5 24.4 16.1
Franklin India Prima Fund (G) Rank 3
1,362.99 -3.7 7.0 32.7 69.0 33.5 28.7 18.4
Kotak Mid-Cap Fund (G) Rank 4
243.65 -4.1 8.5 35.2 69.0 24.7 22.7 15.4
ING Midcap Fund -Direct (G) Not Ranked
1.12 -3.8 8.0 30.5 67.5 -- -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
20.67 -3.3 7.9 33.0 67.4 -- -- --
SBI Magnum Global Fund (G) Rank 3
1,047.29 -3.3 7.8 32.6 66.4 31.1 25.5 19.4
ING Midcap Fund (G) Not Ranked
28.21 -3.9 7.8 29.8 65.8 27.6 23.4 14.9
Birla SL Small & Midcap -Direct (G) Not Ranked
1.01 -3.2 2.8 31.4 65.5 -- -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
11.96 -3.3 4.3 32.0 64.2 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.11 -5.0 5.7 34.6 64.0 -- -- --
Birla SL Small and Midcap Fund (G) Rank 3
101.40 -3.3 2.6 30.7 63.9 26.9 21.1 14.6
Taurus Discovery Fund (G) Not Ranked
24.41 -5.0 5.6 34.3 63.3 24.9 24.3 11.9
Birla Sun Life Midcap Fund (G) Rank 4
1,104.83 -3.4 4.0 31.3 62.9 24.4 20.9 11.7
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
1.00 -3.4 6.4 37.0 62.4 -- -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
BNP Paribas Mid Cap Fund (G) Rank 2
114.12 -3.5 6.1 36.3 60.9 32.1 28.9 20.8
IDFC Premier Equity - Direct (G) Not Ranked
214.86 -3.4 6.1 28.0 60.7 -- -- --
IDFC Premier Equity - B (G) Not Ranked
46.83 -3.4 5.9 27.5 59.7 27.5 23.2 19.5
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 -3.4 5.8 27.4 59.6 27.4 23.2 19.5
Birla SL MNC Fund -Direct (G) Not Ranked
13.12 -2.6 7.1 35.9 58.3 -- -- --
Birla SL Buy India -Direct (G) Not Ranked
0.75 -3.4 8.6 30.4 58.0 -- -- --
Birla Sun Life MNC Fund (G) Rank 4
516.46 -2.6 6.9 35.4 57.2 27.8 25.6 21.4
Birla Sun Life Buy India (G) Not Ranked
37.01 -3.4 8.5 30.0 57.1 27.2 23.2 16.2
SBI Emerging Businesses -Direct (G) Not Ranked
76.40 -3.8 5.4 30.7 56.2 -- -- --
SBI Emerging Busi (G) Rank 5
1,266.46 -3.8 5.3 30.3 55.2 21.2 22.4 21.0
Motilal MOSt Shares Midcap 100 ETF Not Ranked
198.77 -6.3 1.0 24.9 51.4 19.1 17.3 --
IDFC Sterling Equity - Direct (G) Not Ranked
53.62 -5.5 6.8 31.5 51.3 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,436.55 -5.5 6.5 30.9 49.9 22.2 20.8 16.7
Edelweiss Select Midcap -Direct (G) Not Ranked
0.20 -4.5 3.5 23.3 48.7 -- -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
8.07 -4.6 3.4 23.1 48.0 24.8 20.1 --
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.08 -4.4 3.0 23.4 46.6 -- -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Sundaram Equity Multiplier (G) Rank 4
114.39 -4.5 2.8 23.0 45.5 16.6 15.6 7.9
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.17 -4.5 3.8 22.4 44.7 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.90 -4.5 3.8 22.2 44.3 23.9 21.1 14.0
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 -4.6 3.6 21.8 43.3 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.59 -4.6 3.5 21.7 42.9 22.7 20.0 13.0
Sundaram Rural India -Direct (G) Not Ranked
0.11 -4.9 5.2 21.8 42.6 -- -- --
Sundaram Rural India Fund (G) Rank 5
118.10 -4.9 5.0 21.4 41.6 17.5 16.0 11.2
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
36.84 -4.1 9.5 54.5 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
4.30 -4.0 10.0 55.8 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
28.72 -4.6 9.1 55.3 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
2.78 -4.5 9.6 56.6 -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
207.61 -3.2 7.3 40.8 -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
0.32 -3.8 2.2 -- -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
45.38 -4.6 9.5 55.2 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
10.18 -3.8 2.1 -- -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
4.04 -3.0 7.7 41.6 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
0.51 -3.5 4.6 -- -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
2.49 -4.4 9.9 56.6 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
106.82 -2.6 7.6 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
44.89 -3.6 4.5 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.22 -2.5 7.8 -- -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
129.32 -4.3 2.6 -- -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
10.34 -4.2 2.8 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
0.00 -4.8 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
0.00 -4.6 -- -- -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.13 -6.0 2.4 20.1 -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
76.92 -6.0 2.3 19.8 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
13.30 -2.2 4.3 39.6 -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
44.90 -2.3 4.0 38.9 -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
70.28 -4.6 9.5 55.3 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
3.96 -4.4 9.9 56.6 -- -- -- --
CATEGORY AVERAGE -4.0 6.1 32.2 56.6 11.8 10.1 5.9

Note : Returns have been calculated based on NAV's as on Oct 17, 2014 & Index values as on Oct 17, 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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