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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 22, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
ICICI Pru MidCap Fund - Direct (G) Not Ranked
80.23 0.8 15.7 24.1 11.1 14.4 41.8 --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.72 3.9 18.7 38.3 32.5 -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
49.38 3.8 18.4 37.6 31.2 -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
12.68 3.5 18.1 37.6 30.1 26.1 41.2 --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.21 2.7 21.8 39.4 29.2 18.8 -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
257.21 1.9 15.7 36.0 29.2 31.2 54.6 --
Birla SL Small and Midcap Fund (G) Not Ranked
191.29 3.4 17.9 37.1 29.0 25.1 40.0 21.2
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.84 2.7 21.8 39.5 28.5 18.8 -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
238.28 2.6 21.7 39.0 28.5 18.2 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,422.99 1.9 15.5 35.5 28.3 30.3 53.6 27.7
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
124.31 2.6 21.7 39.1 27.9 18.2 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
430.42 2.1 14.5 32.4 26.8 24.3 47.4 --
Birla SL Pure Value - Direct (G) Not Ranked
62.04 4.8 20.0 35.8 25.4 19.8 45.1 --
Franklin (I) Smaller Cos (G) Rank 1
2,456.15 2.0 14.2 31.6 25.3 22.4 45.7 28.6
Mirae Emerging Bluechip -Direct (G) Not Ranked
145.68 3.4 17.4 32.3 25.0 26.5 46.5 --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.83 3.9 22.1 39.6 24.8 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
329.69 3.3 15.8 30.7 24.3 23.7 41.3 --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.85 1.6 17.0 32.1 24.2 20.7 -- --
Birla SL Pure Value Fund (G) Rank 3
378.00 4.7 19.7 35.2 24.2 18.7 43.9 23.6
Sahara Star Value Fund (G) Not Ranked
0.77 1.8 17.9 37.5 24.0 9.6 32.9 13.1
Mirae Emerging Bluechip Fund (G) Rank 1
1,411.12 3.4 17.1 31.8 23.9 25.3 45.1 27.6
Kotak Emerging Equity - Direct (G) Not Ranked
32.45 2.7 16.2 34.6 23.9 25.8 46.5 --
L&T Emerging Businesses Fund-DP (G) Not Ranked
22.33 3.4 18.2 33.7 23.8 20.3 -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.73 1.0 15.8 33.9 23.8 26.8 -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.27 1.6 16.9 31.8 23.6 20.2 -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.46 1.0 15.8 33.9 23.6 -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.21 2.2 16.7 31.9 23.6 18.5 -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.16 1.0 15.7 33.6 23.4 -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
160.51 1.0 15.7 33.7 23.4 25.6 -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
85.42 2.9 18.2 34.9 23.3 23.2 42.4 --
Sahara Star Value Fund -Direct (G) Not Ranked
0.10 1.8 17.8 37.2 23.2 9.0 35.8 --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
232.40 1.0 15.7 33.6 23.1 -- -- --
Franklin India Prima Fund (G) Rank 2
3,604.21 3.2 15.5 30.1 23.1 22.1 39.7 25.1
Kotak Mid-Cap Fund - Direct (G) Not Ranked
7.36 3.3 16.4 33.7 23.1 23.6 41.8 --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
194.62 2.2 16.7 31.8 23.1 18.0 -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
128.14 1.0 15.6 33.4 23.0 -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
304.47 3.3 18.0 33.2 23.0 19.5 -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
202.69 3.8 21.6 38.4 22.5 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 3
1,809.77 2.8 17.9 34.4 22.4 22.4 41.4 20.8
Sahara Midcap Fund - Direct (G) Not Ranked
4.59 3.7 18.1 35.4 22.2 14.7 34.4 --
HDFC MidCap Opport.- Direct (G) Not Ranked
1,052.04 4.6 18.6 34.3 22.0 21.6 41.8 --
Kotak Emerging Equity - Regular (G) Rank 2
837.13 2.6 15.8 33.6 22.0 24.1 44.8 24.1
SBI Magnum Midcap Fund - Direct (G) Not Ranked
208.39 2.0 12.1 28.5 21.3 25.6 44.9 --
Kotak Mid-Cap Fund - Regular(G) Not Ranked
362.67 3.2 15.9 32.7 21.2 21.9 40.1 21.0
HDFC MidCap Opportunities (G) Rank 3
9,771.58 4.5 18.3 33.7 20.9 20.5 40.6 23.5
Sundaram Select Midcap -IP (D) Not Ranked
0.17 4.5 16.5 33.0 20.7 23.2 41.5 22.5
Sundaram Select Midcap -Direct (G) Not Ranked
148.27 4.5 16.5 33.0 20.7 23.2 41.6 --
Reliance Small Cap - Direct (G) Not Ranked
207.84 0.6 12.5 26.5 20.6 20.4 49.8 --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
36.76 3.7 16.7 28.6 20.5 16.7 32.0 16.3
Sahara Midcap Fund (G) Not Ranked
3.28 3.5 17.5 34.2 20.4 13.6 33.5 16.7
Sundaram Select Midcap -RP (G) Rank 3
3,343.68 4.5 16.4 32.9 20.3 22.6 40.9 22.1
Reliance Mid & Small Cap - Direct (G) Not Ranked
80.16 2.3 16.0 31.8 20.3 19.0 39.9 --
Not Ranked
1.26 2.0 19.3 37.1 20.0 19.9 32.8 --
Birla SL Midcap Fund -Direct (G) Not Ranked
42.73 2.7 16.6 32.3 19.9 23.1 39.5 --
SBI Magnum Midcap Fund (G) Rank 2
1,680.82 1.9 11.8 27.8 19.8 24.3 43.6 25.9
Reliance Small Cap Fund (G) Rank 2
1,830.94 0.5 12.2 25.8 19.4 19.3 48.5 26.4
HSBC Midcap Equity - Direct (G) Not Ranked
60.54 -0.4 12.3 33.4 19.2 20.1 47.0 --
Reliance Mid & Small Cap Fund (G) Rank 3
2,036.94 2.3 15.8 31.1 19.2 18.1 38.8 21.6
Not Ranked
48.50 1.9 19.1 36.5 19.1 19.1 32.1 18.6
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
62.27 3.4 15.6 28.9 18.9 20.9 38.4 --
Birla Sun Life Midcap Fund (G) Rank 4
1,515.76 2.6 16.4 31.8 18.9 22.1 38.4 19.7
Can Robeco Emer-Equities-Direct (G) Not Ranked
115.72 2.8 15.8 30.9 18.8 22.9 46.8 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.51 2.4 15.0 30.6 18.8 -- -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
38.73 2.3 14.9 30.4 18.5 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
319.38 -0.4 12.1 32.9 18.3 19.2 45.9 20.9
SBI Emerging Businesses -Direct (G) Not Ranked
125.18 1.6 10.8 24.1 18.0 16.3 29.8 --
Axis Small Cap Fund - Direct (G) Not Ranked
6.31 2.3 11.1 22.3 17.9 18.4 -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
157.34 -0.6 9.2 19.8 17.7 30.1 -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.29 4.9 14.6 26.9 17.6 13.8 26.5 --
Can Robeco Emerg-Equities (G) Rank 2
903.66 2.7 15.4 30.2 17.5 21.8 45.5 25.8
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
BNP Paribas Mid Cap Fund (G) Rank 3
500.27 3.3 15.2 28.0 17.2 19.3 36.8 24.6
L&T Midcap Fund -Direct (G) Not Ranked
20.58 2.0 15.7 29.0 17.1 20.8 41.3 --
Sahara Wealth Plus - VPO (G) Not Ranked
7.82 4.9 14.5 26.5 17.0 13.4 26.0 16.5
SBI Emerging Busi (G) Rank 5
1,532.14 1.5 10.5 23.5 16.9 15.3 28.7 19.3
Taurus Discovery Fund -Direct (G) Not Ranked
0.87 3.9 19.1 33.3 16.9 18.5 36.8 --
Axis Small Cap Fund - Regular (G) Not Ranked
312.62 2.2 10.8 21.7 16.6 17.1 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -0.4 14.3 31.4 16.5 20.6 45.8 22.9
Sundaram SMILE Fund -Direct (G) Not Ranked
52.60 -0.4 14.3 31.4 16.5 20.5 45.9 --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.66 2.4 17.8 31.9 16.2 -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.71 2.4 17.8 31.9 16.2 -- -- --
Taurus Discovery Fund (G) Not Ranked
31.69 3.9 19.0 32.9 16.1 17.7 36.0 19.8
L&T Midcap Fund (G) Rank 2
402.71 1.9 15.5 28.5 16.1 19.8 40.2 22.5
Sundaram SMILE Fund (G) Rank 3
1,068.63 -0.4 14.2 31.2 16.1 20.0 45.2 22.2
UTI Mid Cap - Direct (G) Not Ranked
183.33 2.7 14.3 27.8 16.0 20.3 45.2 --
SBI Small & Midcap Fund (G) Not Ranked
596.16 -0.7 8.9 19.0 16.0 28.3 -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
39.64 2.4 17.7 31.6 15.8 -- -- --
Templeton (I) Equity Income - Dir (G) Not Ranked
21.79 0.1 12.9 23.6 15.8 8.3 20.3 --
Sundaram Small Cap - Series III-RP-G Not Ranked
37.54 2.4 17.7 31.7 15.8 -- -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.14 2.4 17.9 32.1 15.5 -- -- --
Sundaram Small Cap - Series II-RP-G Not Ranked
59.74 2.4 17.8 31.8 15.1 -- -- --
Templeton (I) Equity Income (G) Not Ranked
866.80 0.1 12.7 23.2 15.1 7.7 19.6 14.8
UTI Mid Cap (G) Rank 3
3,086.82 2.6 14.0 27.3 15.0 19.2 44.1 24.4
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 4.7 13.9 25.4 15.0 11.7 24.5 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.37 4.7 13.8 25.2 14.6 11.5 24.2 15.1
Union KBC Small & Mid Cap -DP (G) Not Ranked
6.89 1.6 12.4 26.9 14.0 13.4 -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
436.49 0.7 11.8 22.2 13.8 26.6 -- --
Union KBC Small & Mid Cap -RP (G) Not Ranked
150.93 1.5 12.1 26.2 12.6 12.4 -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
13.00 2.6 13.8 26.0 12.5 21.7 40.9 --
Motilal Focused Midcap 30 - RP (G) Not Ranked
598.86 0.6 11.5 21.4 12.4 25.0 -- --
JPMorgan (I) Mid and Small Cap (G) Rank 3
570.40 2.6 13.7 25.6 12.0 20.4 39.5 23.4
IDFC Sterling Equity - Direct (G) Not Ranked
81.81 1.2 12.0 27.8 12.0 13.3 28.5 --
IDFC Sterling Equity Fund - RP (G) Rank 5
1,182.78 1.2 11.8 27.4 11.2 12.4 27.5 16.9
ICICI Pru MidCap Fund - Direct (G) Not Ranked
80.23 0.8 15.7 24.1 11.1 14.4 41.8 --
Can Robeco India Opport. - DP-(G) Not Ranked
11.76 0.3 11.8 23.3 10.7 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
531.46 -1.0 8.8 20.3 10.4 15.6 31.2 --
Can Robeco India Opport. - RP-(G) Not Ranked
98.07 0.3 11.6 23.1 10.4 -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.79 -0.3 10.8 27.1 10.2 22.9 -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.40 -0.3 10.7 27.0 10.2 22.6 -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.38 -0.3 10.7 26.9 10.2 22.7 -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
20.80 2.1 13.1 25.4 10.1 19.0 39.8 --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.52 -0.3 10.8 27.1 10.1 23.3 -- --
ICICI Pru MidCap Fund (G) Rank 4
1,042.87 0.7 15.4 23.6 10.1 13.4 40.6 20.7
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
97.60 -0.3 10.6 26.9 9.9 21.7 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
65.60 -0.3 10.6 26.7 9.9 21.7 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
52.27 -0.3 10.6 26.8 9.8 21.6 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
39.74 -0.3 10.7 26.9 9.7 22.2 -- --
IDFC Premier Equity - B (G) Not Ranked
17.29 -1.0 8.6 19.9 9.6 14.9 30.3 19.0
IDFC Premier Equity - Regular (G) Rank 4
5,493.71 -1.0 8.5 19.8 9.6 14.8 30.2 19.0
Tata Mid Cap Growth Fund (G) Rank 4
528.00 2.1 12.9 25.0 9.3 18.0 38.7 21.7
SBI Magnum Global Fund - Direct (G) Not Ranked
266.35 0.8 8.4 17.7 9.0 17.2 33.3 --
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.07 1.7 13.8 23.5 8.0 13.4 -- --
SBI Magnum Global Fund (G) Rank 4
2,461.99 0.7 8.2 17.1 7.8 16.1 32.2 20.2
Birla SL MNC Fund -Direct (G) Not Ranked
382.41 -0.1 8.0 17.3 7.7 24.3 37.3 --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
143.56 1.6 13.6 23.1 7.5 12.9 -- --
Birla Sun Life MNC Fund (G) Rank 3
2,910.13 -0.2 7.6 16.6 6.4 22.9 36.0 23.9
Axis Mid Cap Fund - Direct (G) Not Ranked
57.04 2.0 11.1 23.5 5.8 14.2 35.1 --
Axis Mid Cap Fund (G) Rank 5
1,159.26 1.9 10.8 22.7 4.6 12.8 33.3 21.4
Birla SL Buy India -Direct (G) Not Ranked
1.62 -6.5 -0.2 -8.3 1.7 36.5 24.8 --
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 8-DP-G Not Ranked
2.99 0.1 15.4 28.9 -- -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
55.63 0.1 15.2 29.1 -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.15 0.1 15.4 28.9 -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
36.07 -- 15.1 28.6 -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.43 0.1 15.3 28.6 -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
94.45 0.1 15.2 29.1 -- -- -- --
CATEGORY AVERAGE 1.7 14.4 28.5 16.4 15.6 22.4 12.7

Note : Returns have been calculated based on NAV's as on Aug 22, 2016 & Index values as on Aug 22, 2016

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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