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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 29, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.76 7.3 14.0 13.3 62.1 -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.80 7.1 13.5 12.9 60.9 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.80 7.1 13.4 12.8 60.4 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.54 7.2 13.6 12.8 60.4 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.64 7.3 13.8 12.6 59.8 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
96.25 4.0 5.7 11.5 59.1 54.8 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
102.62 6.9 13.1 12.0 58.3 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.54 7.0 13.1 12.1 58.0 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.14 7.1 13.4 12.1 58.0 -- -- --
Birla Sun Life MNC Fund (G) Rank 2
1,548.97 4.0 5.5 11.0 57.6 53.6 38.6 25.0
SBI Small & Midcap Fund -Direct (G) Not Ranked
69.09 6.4 9.9 8.3 57.4 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
284.99 6.3 9.5 7.6 55.3 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
244.24 4.2 13.3 14.1 53.4 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
251.05 4.1 13.0 13.4 51.5 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
98.50 5.2 7.6 11.7 49.6 73.3 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,873.81 5.1 7.5 11.3 48.5 72.2 40.7 20.7
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 7.0 7.6 4.6 47.3 69.1 37.0 17.1
Sundaram SMILE Fund -Direct (G) Not Ranked
48.44 7.0 7.7 4.6 47.3 69.3 -- --
Sundaram SMILE Fund (G) Rank 3
989.81 7.0 7.6 4.4 46.5 68.3 36.3 16.4
Mirae Emerging Bluechip -Direct (G) Not Ranked
44.75 4.7 9.6 7.4 44.7 62.1 -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
9.21 4.2 9.1 8.1 44.7 59.5 -- --
SBI Midcap Fund - Direct (G) Not Ranked
101.60 3.9 9.6 11.6 44.3 61.6 -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
46.12 6.1 10.5 7.7 43.8 67.0 -- --
Kotak Emerging Equity - Direct (G) Not Ranked
26.60 4.2 7.1 5.5 43.8 59.4 -- --
Mirae Emerging Bluechip Fund (G) Rank 2
684.63 4.6 9.3 6.9 43.3 60.5 39.9 24.8
SBI Magnum Midcap Fund (G) Rank 3
870.88 3.8 9.3 11.1 43.0 60.4 41.7 21.3
Can Robeco Emerg-Equities (G) Rank 1
427.66 6.0 10.3 7.3 42.8 65.7 39.6 23.0
Birla SL Buy India -Direct (G) Not Ranked
2.84 3.9 4.7 3.5 42.3 46.6 -- --
JPMorgan (I) Mid and Small Cap (G) Rank 2
442.00 4.1 8.7 7.2 42.3 57.5 38.8 20.9
Kotak Emerging Equity - Regular (G) Rank 3
646.87 4.1 6.7 4.7 42.2 57.9 34.4 17.0
Tata Mid Cap Growth - Direct (G) Not Ranked
12.66 4.6 6.2 6.2 41.7 59.3 -- --
Birla Sun Life Buy India (G) Not Ranked
55.62 3.9 4.6 3.2 41.6 45.8 34.2 18.1
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
5.30 6.0 13.1 9.3 41.4 54.7 -- --
UTI Mid Cap - Direct (G) Not Ranked
104.06 4.5 7.1 5.7 40.6 64.0 -- --
Tata Mid Cap Growth Fund (G) Rank 1
446.83 4.5 6.0 5.8 40.5 58.0 35.8 18.7
Sundaram Select Midcap -Direct (G) Not Ranked
90.78 4.6 10.2 6.6 40.4 55.4 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 4.6 10.1 6.6 40.3 55.2 35.2 19.9
Principal Emer-Bluechip -Direct (G) Not Ranked
15.36 3.1 6.6 4.6 40.2 55.5 -- --
BNP Paribas Mid Cap Fund (G) Not Ranked
299.10 5.9 12.7 8.6 39.7 53.2 37.3 22.1
UTI Mid Cap (G) Rank 2
2,798.06 4.4 6.9 5.3 39.5 62.9 39.5 20.6
Sundaram Select Midcap -RP (G) Rank 4
2,840.48 4.6 10.0 6.3 39.4 54.4 34.8 19.1
Birla SL Midcap Fund -Direct (G) Not Ranked
30.24 5.1 9.5 8.1 39.3 51.5 -- --
L&T Midcap Fund -Direct (G) Not Ranked
12.12 5.7 9.4 6.9 39.2 58.2 -- --
Principal Emerging Bluechip(G) Rank 1
468.60 3.0 6.3 4.2 39.1 54.4 37.0 17.7
Birla Sun Life Midcap Fund (G) Rank 4
1,485.94 5.0 9.3 7.7 38.1 50.2 31.0 15.1
L&T Midcap Fund (G) Not Ranked
313.34 5.6 9.1 6.5 38.1 57.0 34.8 17.9
Reliance Small Cap - Direct (G) Not Ranked
147.43 8.0 9.4 2.6 37.7 71.3 -- --
Franklin (I) Prima - Direct (G) Not Ranked
191.20 3.0 6.1 3.0 37.6 51.9 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
123.38 2.7 4.7 3.6 37.6 46.7 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
5.95 3.9 7.9 5.3 37.2 52.8 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
56.98 5.7 10.4 8.0 37.2 55.1 -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
3.56 3.3 6.0 5.6 36.8 56.0 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
67.82 9.3 9.3 6.1 36.8 69.7 -- --
Reliance Small Cap Fund (G) Rank 3
1,419.43 7.9 9.2 2.2 36.6 69.9 40.4 --
SBI Magnum Global Fund (G) Rank 3
1,868.94 2.6 4.4 3.1 36.5 45.6 34.8 20.0
Taurus Discovery Fund -Direct (G) Not Ranked
0.40 4.8 9.7 7.8 36.5 51.0 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
224.16 3.8 5.0 4.5 36.4 60.5 -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
70.48 6.7 9.9 5.8 36.1 56.0 -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
24.88 3.5 5.7 5.0 35.9 54.2 -- --
HSBC Midcap Equity Fund (G) Rank 3
302.60 9.2 9.1 5.7 35.8 68.5 33.6 12.4
Taurus Discovery Fund (G) Not Ranked
32.39 4.7 9.3 7.4 35.7 50.3 33.4 14.7
Kotak Mid-Cap Fund - Regular(G) Rank 4
338.11 3.7 7.5 4.6 35.6 51.3 30.1 16.1
Franklin India Prima Fund (G) Rank 3
3,324.89 2.9 5.7 2.3 35.5 50.1 36.6 20.0
Axis Mid Cap Fund (G) Rank 4
1,074.34 5.6 10.1 7.4 35.5 53.1 37.3 --
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,726.22 6.6 9.7 5.5 35.2 55.0 32.5 17.1
Religare Invesco Mid Cap (G) Not Ranked
105.59 3.1 5.5 4.6 34.2 53.8 35.4 20.4
Franklin (I) Smaller Cos (G) Rank 2
1,963.19 3.7 4.5 3.6 34.1 58.8 42.0 22.4
Religare Invesco Mid N SmallCap (G) Rank 3
398.93 3.4 5.2 4.1 33.8 52.2 36.4 21.2
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
745.25 3.5 6.1 3.4 33.5 53.3 -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
5.92 5.4 6.7 4.8 33.3 49.8 -- --
Reliance Mid & Small Cap - Direct (G) Not Ranked
67.36 7.3 6.5 2.5 32.8 55.7 -- --
IDFC Premier Equity - Direct (G) Not Ranked
604.33 4.1 4.6 6.2 32.8 45.1 -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.55 5.5 7.3 6.8 32.5 -- -- --
HDFC MidCap Opportunities (G) Rank 3
9,235.00 3.4 5.9 2.9 32.3 52.2 33.2 21.0
Birla SL Small and Midcap Fund (G) Not Ranked
178.65 5.4 6.5 4.5 32.2 48.5 30.6 14.6
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
143.57 5.4 7.1 6.6 32.0 -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
6.07 4.4 5.6 4.3 31.9 -- -- --
IDFC Premier Equity - B (G) Not Ranked
29.92 4.0 4.5 6.0 31.9 44.2 31.8 18.6
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 4.0 4.5 5.9 31.8 44.1 31.7 18.6
Reliance Mid & Small Cap Fund (G) Rank 3
2,235.97 7.2 6.3 2.2 31.8 54.6 33.0 16.9
ICICI Pru MidCap Fund - Direct (G) Not Ranked
79.88 5.6 7.8 2.6 31.7 64.2 -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.92 4.3 5.9 5.5 31.4 42.7 -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.71 5.5 7.6 2.2 31.1 -- -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
ICICI Pru MidCap Fund (G) Rank 3
1,201.63 5.5 7.6 2.1 30.6 62.9 35.7 16.2
Edelweiss Select Midcap Fund (G) Not Ranked
31.62 4.2 5.7 5.1 30.6 42.0 30.8 --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
231.83 5.4 7.6 2.1 30.5 -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
308.07 4.4 5.3 3.7 30.5 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
121.75 1.9 3.5 0.3 27.9 41.1 -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.51 7.0 8.8 3.9 27.8 -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
310.06 6.9 8.6 3.5 26.9 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,681.28 1.9 3.3 -0.1 26.9 39.9 26.1 15.2
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.10 4.9 8.5 4.0 25.8 -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
186.01 4.8 8.5 3.7 25.2 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
114.61 3.6 6.2 2.6 24.4 40.9 24.2 --
Union KBC Small & Mid Cap -DP (G) Not Ranked
5.21 2.7 4.4 1.5 23.5 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
51.68 6.2 8.8 2.2 23.0 58.8 -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.48 2.9 5.2 0.6 22.9 33.7 -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
78.71 2.7 4.1 1.1 22.7 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.92 2.8 5.1 0.5 22.5 33.3 25.7 13.9
Birla SL Pure Value Fund (G) Rank 4
369.13 6.1 8.6 1.8 21.9 57.6 35.8 18.0
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.42 5.8 9.1 1.5 21.8 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 2.7 4.6 -0.2 21.3 32.2 -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
118.27 5.8 8.9 1.3 21.2 -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
115.87 1.9 1.9 -2.2 21.0 34.9 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.65 2.7 4.6 -0.3 21.0 31.8 24.3 12.8
SBI Emerging Busi (G) Rank 5
1,483.47 1.8 1.7 -2.8 19.9 33.9 24.0 18.3
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.08 6.2 9.6 2.4 19.6 -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
224.85 6.0 9.3 1.5 18.9 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
5.64 6.6 6.9 2.6 18.4 43.1 -- --
Sahara Midcap Fund (G) Not Ranked
4.28 6.5 6.7 2.4 18.0 42.9 25.8 12.5
Sahara Star Value Fund (G) Not Ranked
1.41 4.2 4.5 -3.5 0.8 38.9 16.7 7.0
Sahara Star Value Fund -Direct (G) Not Ranked
0.31 4.2 4.3 -3.8 0.5 44.0 -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
166.46 2.5 6.4 -- -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.67 5.0 5.9 2.1 -- -- -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.47 2.5 6.7 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.59 9.1 13.1 14.4 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
155.34 9.1 12.9 13.6 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
46.42 4.9 5.6 1.6 -- -- -- --
CATEGORY AVERAGE 4.7 7.4 4.9 33.2 37.3 23.3 11.3

Note : Returns have been calculated based on NAV's as on Jul 29, 2015 & Index values as on Jul 29, 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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