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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 Oct 23, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Mid & Small Cap Fund (G) Rank 4
2,829.02 4.1 1.9 9.3 15.2 16.7 16.6 23.1
L&T Emerging Businesses Fund-DP (G) Rank 1
258.84 4.5 5.9 18.1 37.5 32.3 28.1 --
L&T Emerging Businesses Fund-RP (G) Rank 1
1,244.23 4.5 5.7 17.6 36.5 31.4 27.2 --
SBI Small & Midcap Fund -Direct (G) Not Ranked
151.83 5.3 12.6 20.8 35.5 27.3 31.6 --
SBI Small & Midcap Fund (G) Not Ranked
578.67 5.2 12.3 20.2 34.2 25.7 30.0 --
ABSL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.91 1.0 14.0 23.6 33.0 20.3 -- --
Sponsored Advt.
DSP-BR Small & Mid Cap -RP (G) Rank 3
3,928.84 4.3 4.7 7.7 19.5 22.0 21.5 24.1
ABSL Pure Value - Direct (G) Rank 4
307.76 7.7 16.1 18.9 32.4 28.0 23.8 --
ABSL Emer. Leaders-Sr 2-RP (G) Not Ranked
165.28 0.9 13.9 23.4 32.4 19.8 -- --
IDFC Sterling Equity - Direct (G) Rank 3
123.36 1.5 5.5 15.1 31.9 24.0 20.0 --
L&T Midcap Fund -Direct (G) Rank 1
128.71 3.5 5.2 15.8 31.9 26.5 25.4 --
Reliance Small Cap - Direct (G) Rank 2
574.17 6.2 6.2 13.4 31.7 26.2 24.6 --
ABSL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.45 3.4 7.4 9.4 31.0 19.1 -- --
ABSL Pure Value Fund (G) Rank 4
1,232.58 7.6 15.7 18.2 30.9 26.7 22.6 29.6
L&T Midcap Fund (G) Rank 1
1,018.04 3.4 4.9 15.3 30.8 25.5 24.4 28.5
IDFC Sterling Equity Fund - RP (G) Rank 3
1,475.48 1.4 5.2 14.5 30.6 22.9 19.0 21.0
ABSL Emer. Leaders-Sr 1-RP (G) Not Ranked
119.24 3.4 7.4 9.4 30.6 18.6 -- --
Reliance Small Cap Fund (G) Rank 2
3,722.59 6.1 5.9 12.7 30.2 24.8 23.4 30.8
ABSL Small & Midcap -Direct (G) Rank 2
177.13 6.7 7.2 12.4 27.9 28.8 26.9 --
ABSL Emer. Leaders-Sr 5-DP (G) Not Ranked
1.02 8.7 11.6 17.6 27.7 29.8 -- --
BNP Paribas Mid Cap Fund -Dir (G) Rank 3
85.68 6.3 9.4 14.7 27.1 20.5 22.0 --
Sahara Midcap Fund - Direct (G) Not Ranked
0.24 4.4 6.3 11.0 26.9 26.2 19.4 --
ABSL Emer. Leaders-Sr 5-RP (G) Not Ranked
68.26 8.6 11.4 17.2 26.8 28.7 -- --
ABSL Small and Midcap Fund (G) Rank 2
892.05 6.6 6.8 11.7 26.5 27.6 25.7 27.0
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.96 5.1 4.2 10.3 26.2 -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
4.08 5.0 4.2 10.3 26.1 -- -- --
ABSL Emer. Leaders-Sr 3-DP (G) Not Ranked
25.68 9.6 13.5 17.3 26.0 28.3 22.3 --
Mirae Emerging Bluechip -Direct (G) Rank 1
604.22 3.8 5.0 13.2 25.9 25.9 26.5 --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.89 5.0 4.2 10.3 25.9 -- -- --
Can Robeco Emer-Equities-Direct (G) Rank 2
264.83 2.6 4.4 10.3 25.8 22.3 23.9 --
ABSL Emer. Leaders-Sr 3-RP (G) Not Ranked
17.71 9.5 13.4 17.3 25.8 27.9 21.7 --
ABSL Emer. Leaders-Sr 4-RP (G) Not Ranked
72.21 10.2 14.0 16.9 25.4 27.4 21.2 --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
47.13 5.0 3.9 9.7 25.3 -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
124.15 4.9 3.9 9.8 25.2 -- -- --
ABSL Emer. Leaders-Sr 4-DP (G) Not Ranked
4.69 10.2 13.6 16.6 25.2 27.7 21.6 --
BNP Paribas Mid Cap Fund (G) Rank 3
711.73 6.1 8.9 13.8 25.2 18.7 20.3 25.7
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
73.07 4.9 3.8 9.7 25.0 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 1
3,669.34 3.7 4.8 12.8 24.9 24.9 25.4 30.4
HSBC Midcap Equity - Direct (G) Not Ranked
76.66 7.3 8.7 14.4 24.3 22.3 21.6 --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
7.10 6.2 3.5 9.1 24.3 22.9 28.3 --
Sahara Midcap Fund (G) Not Ranked
9.32 4.2 5.8 9.8 24.3 23.9 17.7 22.3
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
15.43 6.1 3.4 9.1 24.2 22.9 23.2 --
Can Robeco Emerg-Equities (G) Rank 2
1,966.60 2.5 4.0 9.6 24.2 20.8 22.6 28.7
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
4.02 6.1 3.4 9.0 24.0 22.7 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
205.68 6.2 3.4 8.9 23.9 22.5 27.4 --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
304.14 6.1 3.3 8.9 23.7 22.5 22.3 --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
167.92 6.1 3.3 8.8 23.5 22.3 22.3 --
HSBC Midcap Equity Fund (G) Not Ranked
399.56 7.2 8.4 14.0 23.3 21.4 20.7 23.9
ABSL Midcap Fund -Direct (G) Rank 3
109.42 4.4 5.5 10.9 21.7 20.6 22.2 --
Taurus Discovery Fund -Direct (G) Not Ranked
0.55 3.4 6.3 10.7 21.7 18.7 18.8 --
Taurus Discovery Fund (G) Not Ranked
44.98 3.4 6.2 10.5 21.3 18.1 18.2 22.0
ICICI Pru MidCap Fund - Direct (G) Rank 3
124.57 3.6 6.0 8.9 21.3 18.6 18.3 --
Edelweiss M&S CP-DP (G) Not Ranked
16.56 4.4 6.4 13.2 21.0 17.6 21.6 --
Kotak Emerging Equity - Direct (G) Rank 2
148.21 3.4 4.6 8.5 21.0 22.3 24.0 --
DSP-BR Small & Mid Cap -Direct (G) Rank 3
459.84 4.4 4.9 8.2 20.6 23.0 22.5 --
Edelweiss M&S CP (G) Not Ranked
454.40 4.3 6.2 12.9 20.5 17.0 20.6 26.1
ABSL Midcap Fund (G) Rank 3
2,095.80 4.3 5.3 10.4 20.5 19.5 21.2 23.3
ICICI Pru MidCap Fund (G) Rank 3
1,147.85 3.5 5.7 8.2 20.0 17.4 17.2 24.3
Tata Mid Cap Growth - Direct (G) Rank 4
28.82 1.7 3.5 8.3 20.0 14.9 19.0 --
Franklin (I) Smaller Co -Direct (G) Rank 3
1,210.34 3.6 5.8 10.0 20.0 22.4 22.9 --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
8.57 5.5 4.0 12.1 20.0 13.5 20.5 --
Invesco India Mid N Small-DP (G) Not Ranked
25.59 3.3 5.3 9.0 19.9 17.4 18.7 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.90 5.5 4.1 12.1 19.8 13.5 20.4 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.86 5.5 4.1 12.0 19.7 13.4 20.3 --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.87 5.5 4.1 12.0 19.7 13.4 20.9 --
ABSL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.56 3.9 5.1 10.6 19.5 23.0 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 3
3,928.84 4.3 4.7 7.7 19.5 22.0 21.5 24.1
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.25 3.3 4.0 10.3 19.5 18.0 14.8 --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
112.50 5.5 3.9 11.9 19.5 13.1 19.7 --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
61.15 5.4 4.0 11.9 19.4 13.1 19.6 --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
45.92 5.5 4.0 11.8 19.3 13.0 20.1 --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
76.99 5.4 4.0 11.8 19.3 13.1 19.6 --
Kotak Emerging Equity - Regular (G) Rank 2
2,093.31 3.3 4.3 7.8 19.2 20.5 22.3 25.1
Tata Mid Cap Growth Fund (G) Rank 3
603.76 1.6 3.3 7.8 19.1 14.1 18.1 23.7
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 3.6 0.5 7.3 19.1 18.6 19.6 25.7
Sundaram SMILE Fund -Direct (G) Not Ranked
90.26 3.6 0.5 7.3 19.1 18.6 19.6 --
Sahara Wealth Plus - VPO (G) Not Ranked
9.19 3.3 3.8 10.0 18.9 17.4 14.3 18.8
Invesco India Mid Cap-Direct (G) Not Ranked
5.77 3.6 4.9 8.1 18.7 17.4 18.8 --
Templeton (I) Equity Income - Dir (G) Not Ranked
34.09 2.9 4.8 13.0 18.6 17.9 12.9 --
Franklin (I) Smaller Cos (G) Rank 3
4,898.91 3.5 5.5 9.3 18.4 21.0 21.2 29.8
Sundaram SMILE Fund (G) Rank 3
1,172.36 3.6 0.3 6.9 18.4 18.1 19.1 25.1
HDFC MidCap Opport.- Direct (G) Rank 3
2,159.33 2.3 2.5 8.7 18.2 20.9 20.8 --
Sahara Star Value Fund -Direct (G) Not Ranked
0.07 2.8 2.3 4.2 18.1 20.0 12.2 --
Kotak Mid-Cap Fund - Direct (G) Rank 2
30.15 2.9 2.1 6.5 18.1 20.9 21.4 --
IDFC Premier Equity - Direct (G) Rank 4
550.19 3.1 5.5 10.9 17.9 14.4 15.7 --
Sahara Star Value Fund (G) Not Ranked
0.57 2.8 2.3 4.2 17.9 20.2 12.6 16.3
Invesco India Mid N SmallCap (G) Not Ranked
463.02 3.2 4.8 8.0 17.8 15.4 16.7 23.8
Templeton (I) Equity Income (G) Not Ranked
988.60 2.8 4.6 12.6 17.8 17.1 12.2 16.4
ABSL Emer. Leaders-Sr 6-RP (G) Not Ranked
277.64 3.7 4.7 9.7 17.5 20.9 -- --
Axis Mid Cap Fund - Direct (G) Rank 5
66.59 2.2 5.6 14.0 17.3 12.7 14.1 --
Franklin (I) Prima - Direct (G) Rank 3
726.52 3.1 4.3 6.9 17.3 19.3 20.6 --
Sundaram Select Midcap -IP (D) Not Ranked
0.21 2.7 4.1 8.2 17.0 20.5 22.0 25.4
HDFC MidCap Opportunities (G) Rank 3
15,512.00 2.2 2.2 8.1 17.0 19.8 19.6 25.2
IDFC Premier Equity - Regular (G) Rank 4
5,373.19 3.0 5.3 10.5 17.0 13.5 14.9 20.5
Sundaram Select Midcap -Direct (G) Rank 3
455.78 2.7 4.1 8.2 17.0 20.5 22.1 --
Axis Small Cap Fund - Direct (G) Not Ranked
8.18 3.6 4.3 9.3 16.9 17.6 17.6 --
Invesco India Mid Cap (G) Not Ranked
166.12 3.5 4.5 7.1 16.7 15.3 16.6 23.1
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 3.1 3.3 8.9 16.6 15.2 12.4 --
Reliance Mid & Small Cap - Direct (G) Rank 3
229.37 4.2 2.2 9.9 16.5 17.9 17.6 --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
25.06 2.2 3.0 5.5 16.5 18.0 17.9 19.3
Union Small & Mid Cap -DP (G) Not Ranked
7.75 3.6 2.6 8.7 16.3 13.4 13.4 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.47 3.1 3.3 8.8 16.3 14.9 12.1 17.0
Sundaram Select Midcap -RP (G) Rank 3
5,112.40 2.6 3.9 7.8 16.3 19.9 21.5 25.0
Kotak Mid-Cap Fund - Regular(G) Rank 2
685.96 2.8 1.7 5.7 16.2 19.1 19.6 22.4
Franklin India Prima Fund (G) Rank 3
5,226.56 3.0 4.1 6.3 16.1 18.1 19.2 25.6
DSP-BR Micro Cap Fund - Direct (G) Rank 2
877.44 4.6 1.3 5.1 16.0 22.1 26.0 --
Axis Mid Cap Fund (G) Rank 5
1,160.66 2.1 5.2 13.3 15.9 11.3 12.8 20.9
SBI Emerging Businesses -Direct (G) Rank 4
188.82 0.9 4.1 12.5 15.9 15.5 16.0 --
ABSL MNC Fund -Direct (G) Rank 4
256.97 2.0 3.7 12.4 15.7 10.2 20.3 --
Axis Small Cap Fund (G) Not Ranked
400.39 3.5 4.0 8.7 15.5 16.3 16.3 --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.99 2.1 2.8 7.5 15.5 18.9 -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.92 2.2 2.8 7.4 15.5 18.9 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
4,994.50 4.5 1.2 4.9 15.4 21.4 25.2 29.7
Reliance Mid & Small Cap Fund (G) Rank 4
2,829.02 4.1 1.9 9.3 15.2 16.7 16.6 23.1
Union Small & Mid Cap -RP (G) Not Ranked
229.78 3.4 2.4 8.1 15.2 12.2 12.3 --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.53 2.1 2.7 7.2 15.1 18.7 -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
50.94 2.1 2.7 7.3 15.1 18.5 -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
53.52 2.1 2.7 7.3 15.1 18.5 -- --
SBI Emerging Busi (G) Rank 4
1,806.06 0.8 3.8 12.0 14.9 14.5 15.0 17.9
Sundaram Small Cap - Series II-RP-G Not Ranked
80.77 2.1 2.6 7.0 14.7 18.3 -- --
ABSL MNC Fund (G) Rank 4
2,899.50 1.9 3.4 11.8 14.5 8.9 19.0 22.8
UTI Mid Cap - Direct (G) Rank 4
322.35 4.9 6.2 9.1 13.9 15.2 17.0 --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
7.26 2.8 3.9 6.3 13.8 14.8 -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
50.97 2.7 3.8 6.1 13.4 14.6 -- --
Can Robeco India Opport. - DP-(G) Not Ranked
15.01 1.9 1.7 5.7 12.9 9.6 -- --
UTI Mid Cap (G) Rank 4
3,542.56 4.9 6.0 8.6 12.9 14.1 16.0 25.7
Can Robeco India Opport. - RP-(G) Not Ranked
124.00 1.8 1.6 5.5 12.5 9.2 -- --
SBI Magnum Midcap Fund - Direct (G) Rank 3
484.57 1.3 0.8 4.1 9.4 15.7 19.1 --
SBI Magnum Global Fund - Direct (G) Rank 5
240.35 1.4 3.2 9.1 9.3 9.7 14.2 --
SBI Magnum Global Fund (G) Rank 5
2,882.20 1.4 2.9 8.6 8.3 8.7 13.2 20.6
SBI Magnum Midcap Fund (G) Rank 3
3,327.40 1.2 0.5 3.4 8.2 14.4 17.8 25.9
Motilal Focused Midcap 30 - DP (G) Rank 5
562.97 -0.9 0.6 0.4 7.1 12.5 19.7 --
Motilal Focused Midcap 30 - RP (G) Rank 5
785.51 -1.0 0.2 -0.2 5.7 11.1 18.2 --
IDBI Midcap Fund - RP (G) Not Ranked
244.95 2.6 4.5 10.7 -- -- -- --
IDBI Midcap Fund - DP (G) Not Ranked
4.05 2.8 5.2 12.1 -- -- -- --
IDBI Small Cap Fund - RP (G) Not Ranked
218.78 1.2 2.4 -- -- -- -- --
IDBI Small Cap Fund - DP (G) Not Ranked
4.13 1.5 3.2 -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
1.13 4.6 1.9 9.9 -- -- -- --
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
44.08 4.6 1.7 9.6 -- -- -- --
Sundaram Select Micro Cap-Sr 15-DP-G Not Ranked
3.35 3.9 2.8 -- -- -- -- --
Sundaram Select Small Cap - Sr. V-RP-G Not Ranked
47.74 1.0 0.5 -- -- -- -- --
Sundaram Select Small Cap - Sr. V-DP-G Not Ranked
1.88 1.1 0.7 -- -- -- -- --
Sundaram Select Small Cap - Sr. VI-RP-G Not Ranked
19.30 0.6 1.0 -- -- -- -- --
Sundaram Select Small Cap - Sr. VI-DP-G Not Ranked
0.71 0.6 1.3 -- -- -- -- --
Sundaram Select Micro Cap-Sr 16-RP-G Not Ranked
15.39 2.6 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 16-DP-G Not Ranked
0.46 2.6 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 17-RP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 17-DP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 15-RP-G Not Ranked
64.36 3.8 2.6 -- -- -- -- --
Sundaram Select Micro Cap-Sr 14-DP-G Not Ranked
2.37 6.2 3.9 -- -- -- -- --
Sundaram Select Micro Cap-Sr 14-RP-G Not Ranked
63.12 6.1 3.7 -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-DP-G Not Ranked
2.18 4.7 1.7 10.1 -- -- -- --
Sundaram Select Micro Cap-Sr 12-RP-G Not Ranked
35.15 4.6 1.5 9.7 -- -- -- --
CATEGORY AVERAGE 3.7 4.5 9.4 17.6 15.6 13.8 12.6

Note : Returns have been calculated based on NAV's as on Oct 23, 2017 & Index values as on Oct 23, 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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