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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 Jul 06, 2015
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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 10.4 7.1 13.0 54.6 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
222.28 10.3 6.7 12.2 52.6 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
43.45 6.0 -- 17.1 51.6 52.5 -- --
Birla Sun Life MNC Fund (G) Rank 2
1,180.37 5.9 -0.2 16.6 50.2 51.3 37.3 24.5
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.79 8.1 0.4 16.5 50.2 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.84 8.0 -- 16.2 48.8 -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.68 8.0 -- 16.3 48.6 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.54 8.0 0.1 16.2 48.2 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.72 8.1 0.1 15.7 47.9 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
163.19 7.2 3.7 19.7 47.0 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.45 8.0 -0.3 15.4 46.5 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
102.76 8.0 -0.3 15.5 46.3 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
79.29 7.5 -0.2 13.2 46.2 66.5 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.03 8.0 -0.2 15.3 45.8 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,764.44 7.4 -0.3 12.8 45.2 65.4 38.8 21.0
Motilal Focused Midcap 30 - RP (G) Not Ranked
178.54 7.1 3.5 18.9 45.1 -- -- --
SBI Midcap Fund - Direct (G) Not Ranked
92.68 7.7 3.5 15.3 42.0 57.7 -- --
Kotak Emerging Equity - Direct (G) Not Ranked
5.50 6.9 -- 9.9 41.3 53.3 -- --
SBI Magnum Midcap Fund (G) Rank 3
815.01 7.6 3.1 14.7 40.7 56.5 40.8 22.1
Birla SL Buy India -Direct (G) Not Ranked
2.33 6.1 -1.1 10.3 39.9 43.2 -- --
Kotak Emerging Equity - Regular (G) Rank 3
504.32 6.8 -0.3 9.2 39.8 52.0 33.0 17.6
Birla Sun Life Buy India (G) Not Ranked
53.91 6.0 -1.3 10.0 39.1 42.5 33.5 18.3
Mirae Emerging Bluechip -Direct (G) Not Ranked
40.58 8.4 2.2 12.6 37.3 57.4 -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
34.91 8.1 1.0 10.9 36.5 62.3 -- --
UTI Mid Cap - Direct (G) Not Ranked
94.57 7.0 -0.5 9.1 36.3 60.0 -- --
Mirae Emerging Bluechip Fund (G) Rank 2
652.37 8.4 2.0 12.0 35.9 55.8 38.3 25.0
Can Robeco Emerg-Equities (G) Rank 1
281.14 8.1 0.9 10.5 35.4 61.0 37.0 23.0
UTI Mid Cap (G) Rank 2
2,479.20 7.0 -0.7 8.7 35.2 59.0 37.9 21.0
Franklin (I) Prima - Direct (G) Not Ranked
162.26 4.6 -0.2 8.3 34.9 47.3 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
197.64 4.7 -1.1 7.9 34.9 55.0 -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
7.90 6.4 -0.2 13.7 34.8 54.9 -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
12.13 7.3 -0.1 11.2 34.8 51.0 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
100.99 5.4 -1.5 9.6 34.8 45.2 -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
9.19 5.9 -1.6 11.7 34.4 52.7 -- --
Principal Emerging Bluechip(G) Rank 1
452.51 7.2 -0.3 10.7 33.8 49.9 36.3 18.4
SBI Magnum Global Fund (G) Rank 3
1,789.46 5.3 -1.8 9.1 33.8 44.2 33.2 20.5
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
4.31 9.1 3.6 14.3 33.8 50.3 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
5.28 7.5 1.8 9.9 33.6 46.8 -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
37.95 8.0 -3.3 5.6 33.5 62.9 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 8.0 -3.3 5.6 33.5 62.6 34.3 17.3
Tata Mid Cap Growth Fund (G) Rank 1
395.91 5.8 -1.8 11.3 33.2 51.5 35.0 19.1
Franklin India Prima Fund (G) Rank 3
3,172.81 4.5 -0.6 7.5 32.9 45.6 35.8 20.5
Sundaram SMILE Fund (G) Rank 3
857.54 8.0 -3.4 5.4 32.7 61.9 33.7 16.6
Franklin (I) Smaller Cos (G) Rank 2
1,716.69 4.5 -1.5 7.0 32.7 53.4 40.9 22.7
JPMorgan (I) Mid and Small Cap (G) Rank 2
347.93 6.3 -0.6 12.6 32.6 52.9 37.4 21.4
Religare Invesco Mid Cap-Direct (G) Not Ranked
2.56 5.6 -1.3 9.1 32.5 51.4 -- --
L&T Midcap Fund -Direct (G) Not Ranked
7.96 6.5 -0.3 9.1 32.4 53.9 -- --
BNP Paribas Mid Cap Fund (G) Not Ranked
286.85 9.0 3.3 13.6 32.2 48.9 35.7 22.3
Kotak Mid-Cap Fund - Regular(G) Rank 4
353.59 7.3 1.5 9.1 32.2 45.5 28.8 16.9
Sundaram Select Midcap -Direct (G) Not Ranked
83.11 8.7 2.1 13.3 32.1 50.1 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 8.7 2.0 13.3 32.1 49.9 34.3 20.3
L&T Midcap Fund (G) Not Ranked
307.82 6.4 -0.6 8.7 31.3 52.8 33.5 18.2
Sundaram Select Midcap -RP (G) Rank 4
2,770.75 8.7 1.9 13.0 31.2 49.1 33.9 19.5
Religare Invesco Mid N Small-DP (G) Not Ranked
22.95 5.9 -1.6 9.0 30.9 50.0 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
26.45 7.0 1.1 10.7 30.3 44.3 -- --
Religare Invesco Mid Cap (G) Not Ranked
101.68 5.5 -1.8 8.0 30.2 49.3 34.0 21.0
Taurus Discovery Fund -Direct (G) Not Ranked
0.22 7.6 0.2 12.6 29.7 46.6 -- --
Taurus Discovery Fund (G) Not Ranked
32.54 7.5 -0.1 12.2 29.1 46.0 31.9 15.7
Birla Sun Life Midcap Fund (G) Rank 4
1,492.85 6.9 0.9 10.3 29.1 43.2 29.5 15.3
IDFC Premier Equity - Direct (G) Not Ranked
579.15 4.3 -2.5 9.3 28.8 42.1 -- --
Religare Invesco Mid N SmallCap (G) Rank 3
376.44 5.7 -2.0 8.1 28.8 48.1 35.2 21.9
ICICI Pru MidCap Fund - Direct (G) Not Ranked
71.84 6.4 0.5 9.3 28.5 59.5 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
666.39 4.6 0.4 7.5 28.3 49.4 -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.78 6.1 0.8 10.8 28.3 40.2 -- --
IDFC Premier Equity - B (G) Not Ranked
37.56 4.3 -2.6 9.1 28.0 41.3 30.2 19.8
Axis Mid Cap Fund - Direct (G) Not Ranked
53.28 7.2 2.5 7.7 28.0 49.4 -- --
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 4.3 -2.6 9.0 27.8 41.1 30.1 19.7
Edelweiss Select Midcap Fund (G) Not Ranked
26.25 6.1 0.6 10.5 27.7 39.6 30.4 --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
ICICI Pru MidCap Fund (G) Rank 3
1,183.79 6.4 0.3 8.8 27.4 58.2 33.3 16.3
HDFC MidCap Opportunities (G) Rank 3
8,957.92 4.5 0.2 7.0 27.2 48.3 32.3 21.4
Axis Mid Cap Fund (G) Rank 4
999.35 7.1 2.2 7.1 26.3 47.5 35.4 --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
75.26 9.2 0.5 7.2 26.2 49.1 -- --
Reliance Small Cap - Direct (G) Not Ranked
141.56 7.8 0.3 2.5 26.0 65.1 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,776.86 9.1 0.3 6.8 25.4 48.2 30.4 16.9
Reliance Small Cap Fund (G) Rank 3
1,419.99 7.7 0.1 2.2 25.0 63.8 37.4 --
Reliance Mid & Small Cap - Direct (G) Not Ranked
66.54 6.3 -1.8 5.0 24.7 51.2 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
60.72 6.7 1.3 9.1 24.3 62.2 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
6.09 4.6 -2.3 4.2 24.3 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
114.27 6.4 -1.8 5.4 24.0 39.0 -- --
Reliance Mid & Small Cap Fund (G) Rank 3
2,274.41 6.3 -2.0 4.7 23.7 50.1 30.8 16.9
HSBC Midcap Equity Fund (G) Rank 3
287.32 6.7 1.1 8.7 23.4 61.1 29.1 11.7
Birla SL Small & Midcap -Direct (G) Not Ranked
5.44 6.5 0.1 7.9 23.0 43.5 -- --
IDFC Sterling Equity Fund - G Rank 5
1,767.08 6.4 -2.0 5.0 23.0 37.9 25.5 16.2
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
309.87 4.5 -2.6 3.6 22.8 -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.49 8.7 -1.7 11.9 22.6 -- -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.79 6.1 -0.6 5.0 22.5 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
148.44 8.6 -1.8 11.7 22.1 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.36 6.1 -0.7 4.9 22.0 -- -- --
Birla SL Small and Midcap Fund (G) Not Ranked
182.81 6.4 -0.1 7.5 21.9 42.3 28.5 14.8
Union KBC Small & Mid Cap -DP (G) Not Ranked
4.07 6.7 -0.2 5.4 21.4 -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
76.30 6.8 -0.4 5.0 20.7 -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
117.10 5.9 -1.9 4.3 20.7 31.9 -- --
SBI Emerging Busi (G) Rank 5
1,543.60 5.9 -2.2 3.7 19.7 30.9 23.7 19.9
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.62 5.3 -3.2 4.8 18.7 -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.14 6.6 -1.1 4.3 18.1 -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
313.54 5.3 -3.4 4.5 17.9 -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
189.78 6.4 -1.3 4.0 17.5 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
158.02 7.2 0.1 8.4 17.4 35.9 22.7 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 6.2 -0.5 6.7 17.3 33.8 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
9.39 6.2 -0.6 6.5 17.0 33.5 25.5 14.8
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.06 6.1 -1.0 5.9 15.8 32.3 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.75 6.0 -1.1 5.7 15.6 32.0 24.2 13.7
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.15 9.1 1.0 4.8 15.6 -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
232.43 8.9 0.8 4.0 14.9 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
51.72 8.6 -0.3 3.2 12.1 52.6 -- --
Birla SL Pure Value Fund (G) Rank 4
367.08 8.6 -0.5 2.7 11.1 51.5 33.8 18.1
Sahara Midcap Fund - Direct (G) Not Ranked
5.97 8.5 -1.8 1.9 8.4 40.4 -- --
Sahara Midcap Fund (G) Not Ranked
4.58 8.5 -2.0 1.7 8.2 40.2 23.6 12.5
Sahara Star Value Fund (G) Not Ranked
1.63 7.9 -0.5 -3.3 -7.4 35.4 14.6 7.0
Sahara Star Value Fund -Direct (G) Not Ranked
0.38 7.9 -0.6 -3.6 -7.7 40.5 -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
122.72 8.8 0.7 3.6 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
154.51 8.8 -1.8 14.0 -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.55 8.8 -1.5 15.0 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.51 5.8 -1.8 0.4 -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.69 8.9 0.9 3.9 -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 6.0 -1.4 1.0 -- -- -- --
CATEGORY AVERAGE 6.7 -0.3 8.4 27.1 34.7 22.6 11.7

Note : Returns have been calculated based on NAV's as on Jul 06, 2015 & Index values as on Jul 06, 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.

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