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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 28, 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 5.7 12.0 16.7 2.8 16.3 39.7 --
Birla SL Small & Midcap -Direct (G) Not Ranked
12.68 6.4 17.0 22.9 18.4 25.6 37.6 --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
257.21 4.8 15.4 21.5 18.3 33.0 51.0 --
Franklin (I) Smaller Co -Direct (G) Not Ranked
430.42 6.2 13.9 21.6 17.7 26.7 44.0 --
Birla SL Small and Midcap Fund (G) Not Ranked
191.29 6.3 16.8 22.4 17.4 24.6 36.5 19.1
DSP-BR Micro Cap Fund - RP (G) Rank 1
2,422.99 4.8 15.2 21.0 17.4 32.1 49.9 25.7
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.72 6.7 16.2 23.3 17.4 -- -- --
Sahara Star Value Fund (G) Not Ranked
0.77 5.1 14.2 20.5 16.7 8.5 30.2 10.9
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
49.38 6.6 15.8 22.6 16.3 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
2,456.15 6.1 13.6 20.9 16.2 24.8 42.4 26.4
Sahara Star Value Fund -Direct (G) Not Ranked
0.10 5.1 14.1 20.2 15.9 7.9 33.1 --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.21 8.8 19.4 26.1 15.5 17.6 -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.84 8.6 19.6 26.6 15.1 18.4 -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
238.28 8.7 19.3 25.8 14.9 16.9 -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
22.33 6.6 17.8 17.2 14.9 21.2 -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.83 10.0 20.5 27.4 14.6 -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
124.31 8.6 19.4 26.2 14.5 17.8 -- --
Kotak Emerging Equity - Direct (G) Not Ranked
32.45 6.1 15.1 23.6 14.5 28.3 41.5 --
L&T Emerging Businesses Fund-RP (G) Not Ranked
304.47 6.5 17.6 16.8 14.2 20.4 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
145.68 5.7 14.2 19.1 13.8 28.3 43.1 --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
7.36 6.7 13.2 21.4 13.4 24.7 37.0 --
SBI Emerging Businesses -Direct (G) Not Ranked
125.18 5.8 7.6 17.2 13.3 17.1 26.7 --
Birla SL Pure Value - Direct (G) Not Ranked
62.04 8.5 14.0 19.4 13.1 18.0 41.1 --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.85 6.5 13.3 20.4 12.9 21.7 -- --
Franklin (I) Prima - Direct (G) Not Ranked
329.69 5.3 12.9 19.8 12.9 24.6 37.1 --
Kotak Emerging Equity - Regular (G) Rank 3
837.13 6.0 14.6 22.7 12.8 26.7 39.9 21.7
Mirae Emerging Bluechip Fund (G) Rank 1
1,411.12 5.6 14.0 18.6 12.8 27.1 41.7 25.1
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
202.69 9.8 19.9 26.2 12.6 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
238.27 6.5 13.2 20.2 12.5 21.2 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
1,052.04 7.4 14.6 20.0 12.4 22.5 37.5 --
SBI Emerging Busi (G) Rank 4
1,532.14 5.7 7.3 16.7 12.3 16.1 25.6 17.6
SBI Magnum Midcap Fund - Direct (G) Not Ranked
208.39 4.4 11.2 17.4 12.2 27.2 42.2 --
Birla SL Pure Value Fund (G) Rank 3
378.00 8.5 13.8 18.8 12.1 16.9 39.9 21.1
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
85.42 5.5 17.2 21.3 11.8 23.3 38.6 --
Franklin India Prima Fund (G) Rank 2
3,604.21 5.2 12.6 19.2 11.7 23.0 35.5 22.8
Kotak Mid-Cap Fund - Regular(G) Not Ranked
362.67 6.6 12.7 20.5 11.7 23.1 35.5 18.6
HDFC MidCap Opportunities (G) Rank 3
9,771.58 7.3 14.3 19.5 11.4 21.4 36.4 20.9
Reliance Small Cap - Direct (G) Not Ranked
207.84 4.4 11.4 12.1 11.4 23.8 47.5 --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.73 8.3 15.2 18.7 11.4 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
4.59 6.8 12.5 20.4 11.1 14.7 30.8 --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,809.77 5.5 17.0 20.9 11.0 22.5 37.7 18.4
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
160.51 8.2 15.1 18.5 11.0 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
1,680.82 4.3 10.9 16.6 10.9 25.9 41.0 23.9
SBI Small & Midcap Fund -Direct (G) Not Ranked
157.34 4.6 7.6 13.0 10.8 32.1 -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.21 5.6 12.4 18.3 10.6 17.9 -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.16 8.3 15.2 18.8 10.3 -- -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
12.46 8.3 15.3 18.8 10.3 -- -- --
Reliance Small Cap Fund (G) Rank 2
1,830.94 4.3 11.1 11.5 10.3 22.7 46.3 23.3
Sundaram Select Midcap -IP (D) Not Ranked
0.17 6.1 13.8 19.1 10.1 24.3 37.7 20.1
Sundaram Select Midcap -Direct (G) Not Ranked
148.27 6.1 13.8 19.1 10.1 24.3 37.8 --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
194.62 5.6 12.2 18.1 10.1 17.4 -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
128.14 8.2 15.1 18.6 9.9 -- -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
232.40 8.2 15.1 18.6 9.9 -- -- --
Sundaram Select Midcap -RP (G) Rank 3
3,343.68 6.1 13.8 18.9 9.8 23.7 37.0 19.7
Sahara Midcap Fund (G) Not Ranked
3.28 6.7 12.0 19.4 9.5 13.6 30.0 14.5
Motilal MOSt Shares Midcap 100 ETF Not Ranked
36.76 7.6 11.2 18.0 9.5 16.7 28.5 13.6
Axis Small Cap Fund - Direct (G) Not Ranked
6.31 4.1 8.8 12.8 9.4 20.1 -- --
SBI Small & Midcap Fund (G) Not Ranked
596.16 4.5 7.3 12.2 9.2 30.2 -- --
L&T Midcap Fund -Direct (G) Not Ranked
20.58 6.3 15.7 15.7 9.0 23.2 38.9 --
Not Ranked
1.26 5.9 16.8 15.4 8.8 19.6 29.8 --
Reliance Mid & Small Cap - Direct (G) Not Ranked
80.16 5.5 16.7 17.0 8.5 20.0 37.6 --
Birla SL Midcap Fund -Direct (G) Not Ranked
42.73 7.0 13.5 17.1 8.2 22.8 34.6 --
Axis Small Cap Fund - Regular (G) Not Ranked
312.62 4.1 8.5 12.2 8.2 18.8 -- --
L&T Midcap Fund (G) Rank 3
402.71 6.2 15.5 15.3 8.1 22.2 37.8 20.6
HSBC Midcap Equity - Direct (G) Not Ranked
60.54 7.4 15.9 20.7 8.1 21.6 45.2 --
Not Ranked
48.50 5.9 16.6 15.0 8.1 18.8 29.1 --
Templeton (I) Equity Income - Dir (G) Not Ranked
21.79 7.3 11.6 18.5 7.9 10.7 19.2 --
Can Robeco Emer-Equities-Direct (G) Not Ranked
115.72 6.3 13.3 15.8 7.6 24.4 43.6 --
UTI Mid Cap - Direct (G) Not Ranked
183.33 5.0 11.9 17.4 7.6 23.0 41.5 --
Reliance Mid & Small Cap Fund (G) Rank 5
2,036.94 5.4 16.4 16.3 7.5 19.1 36.5 18.9
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
436.49 6.7 13.9 15.6 7.3 28.3 -- --
Birla Sun Life Midcap Fund (G) Rank 3
1,515.76 6.9 13.3 16.6 7.3 21.7 33.5 17.4
HSBC Midcap Equity Fund (G) Not Ranked
319.38 7.4 15.7 20.3 7.2 20.7 44.2 17.4
Templeton (I) Equity Income (G) Not Ranked
866.80 7.2 11.4 18.1 7.2 10.0 18.6 12.5
Can Robeco Emerg-Equities (G) Rank 2
903.66 6.2 13.0 15.2 6.6 23.4 42.4 23.2
UTI Mid Cap (G) Rank 3
3,086.82 4.9 11.6 16.9 6.6 21.9 40.4 21.8
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.66 5.5 13.6 19.6 6.4 -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.71 5.4 13.6 19.7 6.4 -- -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
37.54 5.4 13.5 19.5 6.1 -- -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
62.27 5.6 11.5 17.8 6.0 22.4 35.7 --
Sundaram Small Cap - Series IV-RP-G Not Ranked
39.64 5.4 13.5 19.4 6.0 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
598.86 6.6 13.5 14.9 6.0 26.7 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 6.2 14.6 16.6 5.9 24.9 44.0 20.4
Sundaram SMILE Fund -Direct (G) Not Ranked
52.60 6.2 14.6 16.6 5.8 24.9 44.1 --
Sundaram SMILE Fund (G) Rank 4
1,068.63 6.2 14.5 16.4 5.5 24.3 43.3 19.7
Sundaram Small Cap - Series II-DP-G Not Ranked
1.14 5.5 13.6 19.6 5.4 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
531.46 6.1 11.2 15.3 5.4 18.3 29.9 --
Sundaram Small Cap - Series II-RP-G Not Ranked
59.74 5.5 13.5 19.4 5.0 -- -- --
LIC NOMURA MF Midcap Fund - Direct (G) Not Ranked
34.03 6.8 12.2 18.3 4.8 -- -- --
IDFC Premier Equity - Regular (G) Rank 4
5,493.71 6.1 11.0 14.9 4.7 17.4 29.0 18.7
IDFC Premier Equity - B (G) Not Ranked
17.29 6.1 11.0 14.9 4.7 17.5 29.1 18.7
Union KBC Small & Mid Cap -DP (G) Not Ranked
6.89 6.1 12.7 15.1 4.6 13.7 -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.87 8.0 15.0 18.5 4.5 19.5 32.9 --
BNP Paribas Mid Cap Fund (G) Rank 3
500.27 5.5 11.1 16.9 4.5 20.8 34.1 22.5
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.29 4.4 8.8 13.9 4.5 13.3 22.8 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.51 6.2 13.2 16.0 4.4 -- -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
38.73 6.3 13.2 16.0 4.2 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
7.82 4.3 8.7 13.6 4.0 12.9 22.3 14.0
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
13.00 5.8 12.1 14.7 3.9 22.6 37.4 --
SBI Magnum Global Fund - Direct (G) Not Ranked
266.35 3.0 7.0 12.4 3.9 19.6 30.3 --
Birla SL MNC Fund -Direct (G) Not Ranked
382.41 4.9 9.0 13.1 3.8 28.5 35.0 --
LIC NOMURA MF Midcap Fund - Regular (G) Not Ranked
45.01 6.8 11.8 17.6 3.8 -- -- --
Taurus Discovery Fund (G) Not Ranked
31.69 7.9 14.7 18.0 3.7 18.7 32.1 17.9
IDFC Sterling Equity - Direct (G) Not Ranked
81.81 6.1 12.8 13.9 3.6 15.1 26.7 --
JPMorgan (I) Mid and Small Cap (G) Rank 2
570.40 5.8 11.9 14.4 3.4 21.3 36.0 21.0
Union KBC Small & Mid Cap -RP (G) Not Ranked
150.93 6.1 12.3 14.4 3.4 12.7 -- --
SBI Magnum Global Fund (G) Rank 3
2,461.99 2.9 6.7 11.8 2.8 18.5 29.3 18.9
IDFC Sterling Equity Fund - RP (G) Rank 5
1,182.78 6.0 12.6 13.5 2.8 14.2 25.7 14.9
ICICI Pru MidCap Fund - Direct (G) Not Ranked
80.23 5.7 12.0 16.7 2.8 16.3 39.7 --
Birla Sun Life MNC Fund (G) Rank 2
2,910.13 4.8 8.7 12.4 2.6 27.2 33.8 22.5
Tata Mid Cap Growth - Direct (G) Not Ranked
20.80 5.9 10.6 12.2 2.2 20.3 36.8 --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 4.2 8.1 12.6 2.2 11.3 20.9 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.37 4.1 8.1 12.5 1.9 11.0 20.6 12.6
ICICI Pru MidCap Fund (G) Rank 4
1,042.87 5.6 11.8 16.3 1.9 15.4 38.5 18.1
Birla SL Buy India -Direct (G) Not Ranked
1.62 -6.5 -0.2 -8.3 1.7 36.5 24.8 --
Tata Mid Cap Growth Fund (G) Rank 3
528.00 5.9 10.4 11.8 1.4 19.4 35.7 19.7
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.38 4.8 11.1 14.2 1.2 27.4 -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.40 4.8 11.1 14.2 1.1 27.3 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.79 4.8 11.1 14.2 1.1 27.5 -- --
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 4-DP-G Not Ranked
3.52 4.8 11.1 14.2 0.9 27.9 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
97.60 4.8 11.0 14.0 0.8 26.3 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
65.60 4.8 10.9 14.0 0.8 26.2 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
52.27 4.8 11.0 14.0 0.7 26.2 -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
39.74 4.8 11.0 14.0 0.6 26.8 -- --
Can Robeco India Opport. - DP-(G) Not Ranked
11.76 5.5 12.3 11.5 0.6 -- -- --
Can Robeco India Opport. - RP-(G) Not Ranked
98.07 5.5 12.3 11.4 0.3 -- -- --
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.07 7.3 11.2 12.5 -0.1 15.0 -- --
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
143.56 7.3 11.1 12.2 -0.6 14.6 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
57.04 5.0 8.9 10.6 -2.6 15.6 32.1 --
Axis Mid Cap Fund (G) Rank 5
1,159.26 4.9 8.5 9.9 -3.8 14.2 30.4 19.5
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
2.99 6.9 16.9 19.3 -- -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
55.63 6.8 16.7 19.4 -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
94.45 6.8 16.7 19.5 -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.15 6.9 16.9 19.3 -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
36.07 6.9 16.6 19.8 -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.43 6.9 16.8 19.9 -- -- -- --
CATEGORY AVERAGE 5.8 12.7 16.7 7.2 16.2 20.3 11.0

Note : Returns have been calculated based on NAV's as on Jul 28, 2016 & Index values as on Jul 28, 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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