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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 Jan 13, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Mid & Small Cap Fund (G) Rank 3
2,287.94 2.4 -4.6 3.0 12.3 6.6 27.5 23.0
Sahara Midcap Fund - Direct (G) Not Ranked
4.99 4.5 5.7 15.4 28.9 12.6 27.1 --
Sahara Midcap Fund (G) Not Ranked
3.69 4.3 5.2 14.3 26.6 11.1 25.9 21.0
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
9.22 2.9 -5.2 5.6 22.6 9.1 -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
20.16 3.8 -0.8 11.2 22.4 14.4 -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
155.32 3.1 -5.3 5.7 22.2 10.1 -- --
Sponsored Advt.
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,313.76 3.3 -2.9 7.0 20.9 10.4 28.9 23.8
Mirae Emerging Bluechip -Direct (G) Not Ranked
363.23 2.8 -3.4 9.0 22.1 15.4 36.1 --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
140.88 2.9 -5.3 5.3 22.0 8.5 -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.11 4.4 -7.8 4.2 21.9 -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.85 2.3 -5.7 6.4 21.8 10.5 -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
118.75 3.0 -5.4 5.3 21.5 9.2 -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
346.11 3.7 -1.0 10.7 21.4 13.6 -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
523.28 3.4 -1.3 8.2 22.3 18.4 42.8 --
Mirae Emerging Bluechip Fund (G) Rank 1
2,543.65 2.7 -3.6 8.6 21.2 14.4 34.8 29.6
HDFC MidCap Opport.- Direct (G) Not Ranked
1,377.61 2.1 -3.2 8.3 22.4 11.2 31.0 --
Kotak Emerging Equity - Direct (G) Not Ranked
64.85 2.6 -3.8 5.1 22.0 12.1 34.8 --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
144.33 3.4 -2.7 7.5 21.9 11.2 29.8 --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
57.02 2.2 -5.9 5.8 20.5 9.4 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 1
3,591.84 3.3 -1.5 7.8 21.5 17.6 41.8 31.0
HDFC MidCap Opportunities (G) Rank 2
11,638.66 2.0 -3.5 7.8 21.2 10.1 29.9 25.6
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
231.43 4.2 -8.2 3.3 19.9 -- -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
10.85 2.6 -4.6 5.0 20.5 11.5 30.7 --
Templeton (I) Equity Income - Dir (G) Not Ranked
25.78 1.9 -2.4 6.0 19.3 5.9 16.8 --
Franklin (I) Smaller Co -Direct (G) Not Ranked
704.68 2.6 -4.2 4.4 21.1 12.7 35.6 --
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,313.76 3.3 -2.9 7.0 20.9 10.4 28.9 23.8
Kotak Emerging Equity - Regular (G) Rank 2
1,126.24 2.5 -4.2 4.3 20.2 10.5 33.1 25.3
Birla SL Small & Midcap -Direct (G) Not Ranked
44.73 3.5 -3.8 6.6 21.1 13.7 30.9 --
Templeton (I) Equity Income (G) Not Ranked
890.40 1.9 -2.5 5.6 18.5 5.2 16.1 15.6
Sundaram Select Midcap -Direct (G) Not Ranked
306.41 3.5 -3.8 8.3 20.0 12.7 32.1 --
Sundaram Select Midcap -IP (D) Not Ranked
0.20 3.5 -3.8 8.3 20.0 12.7 32.0 25.6
Sahara Star Value Fund (G) Not Ranked
0.60 4.7 0.7 6.2 18.8 7.7 22.7 15.0
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.79 3.0 -4.7 7.0 18.8 -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.84 3.0 -4.7 7.0 18.8 -- -- --
Sundaram Select Midcap -RP (G) Rank 3
3,912.95 3.5 -3.8 8.1 19.7 12.3 31.4 25.2
Sahara Star Value Fund -Direct (G) Not Ranked
0.09 4.7 0.7 6.2 18.6 7.2 25.4 --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.35 3.0 -4.8 6.9 18.5 7.0 -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
44.40 3.0 -4.8 6.8 18.4 -- -- --
Birla SL Small and Midcap Fund (G) Not Ranked
328.83 3.4 -4.0 6.2 20.1 12.8 29.8 23.6
Franklin (I) Smaller Cos (G) Rank 1
3,324.75 2.5 -4.5 3.8 19.6 11.2 33.9 30.9
Sundaram Small Cap - Series IV-RP-G Not Ranked
46.92 3.0 -4.8 6.8 18.3 -- -- --
Sundaram Small Cap - Series II-RP-G Not Ranked
70.69 2.9 -4.9 6.7 18.0 6.3 -- --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
466.56 2.5 -5.0 4.2 18.6 9.8 29.1 23.2
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.59 4.2 -2.5 3.3 17.4 -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.41 4.2 -2.4 3.6 17.0 -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
40.34 4.2 -2.5 3.1 17.0 -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
3.36 4.2 -2.4 3.5 16.9 -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
62.47 4.2 -2.5 3.4 16.8 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
470.26 1.9 -5.3 2.0 17.1 9.3 30.5 --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
106.01 4.2 -2.5 3.3 16.7 -- -- --
L&T Midcap Fund -Direct (G) Not Ranked
27.17 2.8 -0.6 9.5 18.2 12.2 33.4 --
Reliance Small Cap - Direct (G) Not Ranked
294.77 4.4 0.7 12.0 18.5 12.2 37.2 --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
25.51 3.0 -4.2 6.0 16.4 9.5 25.0 18.5
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
3.23 2.3 -5.6 3.2 16.3 8.6 -- --
Birla SL Pure Value - Direct (G) Not Ranked
112.15 2.9 -4.1 9.8 18.2 9.9 34.4 --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
267.35 2.3 -5.6 3.0 15.9 8.2 -- --
L&T Midcap Fund (G) Rank 2
487.72 2.7 -0.8 9.1 17.2 11.3 32.3 26.2
Franklin India Prima Fund (G) Rank 3
4,116.72 1.8 -5.6 1.5 16.0 8.1 29.0 25.6
Reliance Small Cap Fund (G) Rank 3
2,314.84 4.3 0.4 11.3 17.2 11.1 35.9 30.3
Birla SL Pure Value Fund (G) Rank 3
545.75 2.8 -4.3 9.3 17.1 8.9 33.2 25.8
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
13.70 4.5 -3.7 5.4 14.8 12.7 -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.40 2.5 -4.5 4.1 14.7 8.1 -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.49 4.5 -3.8 5.3 14.7 12.8 -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.33 4.4 -3.9 5.2 14.5 15.3 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
258.46 4.4 -3.8 5.2 14.4 11.9 -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
142.48 4.4 -3.9 5.1 14.3 12.1 -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
543.40 1.0 -6.2 4.7 14.3 12.3 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
81.49 2.0 -2.8 5.3 15.2 6.3 28.9 --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
210.02 2.5 -4.6 3.8 14.2 7.6 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
178.45 4.4 -4.0 5.0 14.1 14.5 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
58.74 1.6 -6.0 4.5 14.2 9.5 29.3 --
ICICI Pru MidCap Fund (G) Rank 4
1,034.57 1.9 -3.0 4.7 14.2 5.4 27.7 23.7
Taurus Discovery Fund -Direct (G) Not Ranked
0.51 2.6 -4.9 4.6 14.1 7.7 25.7 --
Can Robeco Emer-Equities-Direct (G) Not Ranked
156.28 3.3 -4.6 5.9 14.4 10.4 35.2 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 1.8 -1.7 4.1 14.6 5.7 18.0 --
SBI Magnum Midcap Fund - Direct (G) Not Ranked
357.01 2.1 -5.3 1.5 14.4 12.9 30.3 --
Motilal Focused Midcap 30 - RP (G) Not Ranked
712.87 0.9 -6.5 4.1 12.9 10.9 -- --
Birla Sun Life Midcap Fund (G) Rank 3
1,725.20 1.5 -6.2 4.0 13.2 8.6 28.2 21.5
Taurus Discovery Fund (G) Not Ranked
39.32 2.6 -5.0 4.4 13.4 7.0 24.9 22.4
Sahara Wealth Plus - VPO (G) Not Ranked
8.35 1.7 -1.9 3.8 14.0 5.2 17.5 18.1
Edelweiss M&S CP-DP (G) Not Ranked
13.42 2.3 -6.1 3.4 12.3 8.1 30.8 --
UTI Mid Cap - Direct (G) Not Ranked
242.95 2.8 -7.0 2.1 13.0 7.4 30.5 --
Can Robeco Emerg-Equities (G) Rank 2
1,167.21 3.2 -4.9 5.3 13.1 9.4 34.0 28.2
SBI Magnum Midcap Fund (G) Rank 2
2,533.83 2.0 -5.6 0.9 13.1 11.6 29.0 27.8
Edelweiss M&S CP (G) Rank 3
458.92 2.3 -6.2 3.1 11.7 7.2 29.5 25.8
Reliance Mid & Small Cap - Direct (G) Not Ranked
131.69 2.5 -4.4 3.6 13.4 7.5 28.6 --
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.05 -11.2 -1.3 17.2 11.3 11.7 25.4 --
UTI Mid Cap (G) Rank 2
3,291.06 2.7 -7.2 1.6 12.0 6.4 29.5 26.1
Invesco India Mid N Small-DP (G) Not Ranked
29.18 2.5 -3.9 3.2 11.8 7.3 27.5 --
Invesco India Mid Cap-Direct (G) Not Ranked
5.43 1.9 -4.1 3.6 11.8 7.5 28.9 --
Axis Small Cap Fund - Direct (G) Not Ranked
6.97 2.2 -3.6 3.9 10.8 7.8 30.2 --
IDFC Sterling Equity - Direct (G) Not Ranked
87.44 4.0 -3.2 4.9 11.9 3.8 20.4 --
Edelweiss Emerging Leaders (G) Not Ranked
42.45 -11.3 -1.5 16.8 10.5 10.9 24.7 20.0
SBI Small & Midcap Fund -Direct (G) Not Ranked
148.98 1.4 -3.8 6.6 12.6 13.9 40.4 --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 1.6 -2.3 2.9 12.0 3.4 15.9 --
Reliance Mid & Small Cap Fund (G) Rank 3
2,287.94 2.4 -4.6 3.0 12.3 6.6 27.5 23.0
Sahara Wealth Plus - FPO (G) Not Ranked
1.44 1.6 -2.4 2.7 11.6 3.2 15.6 16.5
HSBC Midcap Equity - Direct (G) Not Ranked
65.32 4.9 -4.9 2.3 12.5 7.9 30.1 --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,144.50 3.9 -3.4 4.5 11.1 3.1 19.4 19.3
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
6.12 3.7 -6.3 1.9 9.7 -- -- --
Axis Small Cap Fund (G) Not Ranked
343.53 2.1 -3.9 3.3 9.6 6.6 28.8 --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
43.05 3.7 -6.3 1.7 9.4 -- -- --
HSBC Midcap Equity Fund (G) Not Ranked
317.83 4.9 -5.1 2.0 11.7 7.1 29.2 22.9
Invesco India Mid N SmallCap (G) Rank 4
412.14 2.4 -4.3 2.3 9.9 5.5 25.5 24.2
SBI Small & Midcap Fund (G) Not Ranked
630.88 1.3 -4.1 6.0 11.1 12.3 38.6 --
Invesco India Mid Cap (G) Not Ranked
137.02 1.7 -4.5 2.6 9.9 5.5 26.7 23.4
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
86.66 2.4 -5.1 1.1 10.4 8.7 27.5 --
Sundaram SMILE Fund -Direct (G) Not Ranked
50.13 3.7 -4.4 2.7 10.1 5.8 35.4 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 3.7 -4.4 2.7 10.1 5.8 35.3 25.6
Sundaram SMILE Fund (G) Rank 4
1,035.62 3.7 -4.4 2.5 9.8 5.4 34.7 25.0
SBI Emerging Businesses -Direct (G) Not Ranked
148.19 -1.4 -7.2 -1.3 9.7 5.0 21.1 --
Tata Mid Cap Growth - Direct (G) Not Ranked
21.30 3.5 -4.5 3.1 8.9 6.5 28.7 --
SBI Emerging Busi (G) Rank 4
1,624.82 -1.5 -7.3 -1.7 8.7 4.1 20.1 18.5
Tata Mid Cap Growth Fund (G) Rank 4
523.10 3.5 -4.7 2.8 8.2 5.7 27.7 23.7
BNP Paribas Mid Cap Fund (G) Rank 3
601.53 2.2 -5.4 0.3 8.8 7.2 25.9 25.5
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
6.32 2.8 -7.2 2.1 7.1 4.4 17.1 --
Union KBC Small & Mid Cap -DP (G) Not Ranked
7.59 3.1 -5.1 -0.3 6.9 1.8 -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
138.64 2.8 -7.4 1.6 6.4 3.8 16.5 --
Union KBC Small & Mid Cap -RP (G) Not Ranked
174.33 3.0 -5.4 -0.9 5.7 0.6 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.61 2.7 -5.2 -1.4 5.5 6.9 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.34 2.7 -5.2 -1.6 5.2 6.3 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
218.40 -0.8 -9.2 -2.0 5.4 4.2 22.8 --
IDFC Premier Equity - Direct (G) Not Ranked
516.10 1.8 -6.3 -2.0 5.0 3.7 21.2 --
IDFC Premier Equity - B (G) Not Ranked
15.76 1.8 -6.4 -2.3 4.3 3.1 20.5 19.7
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.22 2.9 -5.1 -1.4 5.6 6.9 38.6 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.50 2.8 -5.1 -1.4 5.6 6.8 -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.53 2.8 -5.2 -1.5 5.5 6.9 -- --
SBI Magnum Global Fund (G) Rank 3
2,718.18 -0.9 -9.4 -2.5 4.3 3.1 21.7 21.1
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 1.7 -6.4 -2.4 4.3 3.0 20.4 19.6
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
101.27 2.9 -5.1 -1.6 5.2 6.2 37.2 --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.43 2.8 -5.2 -1.6 5.2 6.2 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.49 2.8 -5.3 -1.6 5.1 6.2 -- --
Birla SL MNC Fund -Direct (G) Not Ranked
316.53 1.7 -5.9 -3.6 2.9 5.9 27.7 --
Axis Mid Cap Fund - Direct (G) Not Ranked
60.41 0.7 -9.4 -2.7 2.6 -- 22.8 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.65 2.2 -6.3 -1.1 3.0 3.8 -- --
Can Robeco India Opport. - RP-(G) Not Ranked
105.29 2.2 -6.3 -1.2 2.6 3.5 -- --
Birla Sun Life MNC Fund (G) Rank 4
2,909.83 1.6 -6.2 -4.2 1.6 4.7 26.4 24.1
Birla SL Buy India -Direct (G) Not Ranked
1.62 -6.5 -0.2 -8.3 1.7 36.5 24.8 --
Axis Mid Cap Fund (G) Rank 5
1,130.44 0.6 -9.7 -3.3 1.4 -1.2 21.1 21.5
Birla Sun Life Buy India (G) Not Ranked
21.36 -6.5 -0.4 -8.6 1.0 35.7 24.0 18.4
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
0.00 -- -- -- -- -- -- --
DSP-BR Small & MidCap - IP (G) Not Ranked
0.27 -- -- -- -- -- -- --
DSP-BR Micro Cap Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Midcap Fund - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Midcap Fund - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 2.3 -4.2 3.6 13.0 7.3 17.8 13.7

Note : Returns have been calculated based on NAV's as on Jan 13, 2017 & Index values as on Jan 13, 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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