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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 Feb 05, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
ICICI Pru MidCap Fund - Direct (G) Not Ranked
87.20 -8.8 -6.1 -15.9 -7.3 36.0 25.6 --
SBI Small & Midcap Fund -Direct (G) Not Ranked
108.60 -9.5 -1.5 -4.6 8.2 53.9 -- --
SBI Midcap Fund - Direct (G) Not Ranked
123.71 -6.0 -1.4 -7.4 8.2 38.0 30.4 --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
124.60 -11.1 -4.1 -8.8 8.0 50.5 33.9 --
Motilal Focused Midcap 30 - DP (G) Not Ranked
302.05 -3.7 -1.2 -9.4 7.8 41.1 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 1
1,974.21 -11.2 -4.3 -9.1 7.2 49.4 33.0 22.1
SBI Magnum Midcap Fund (G) Rank 2
1,022.73 -6.1 -1.7 -7.9 7.0 36.8 29.4 22.1
SBI Small & Midcap Fund (G) Not Ranked
410.58 -9.6 -1.9 -5.3 6.7 52.0 -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.88 -11.3 -4.5 -13.1 6.5 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
400.48 -3.8 -1.5 -9.9 6.5 39.5 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
163.59 -11.3 -4.5 -13.2 5.6 -- -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
0.90 -11.1 -4.5 -13.9 4.6 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
197.93 -6.2 -4.9 -12.9 4.2 42.9 30.1 --
Mirae Emerging Bluechip -Direct (G) Not Ranked
53.28 -7.6 -3.9 -9.3 3.9 40.6 30.2 --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
61.50 -11.1 -4.5 -14.1 3.7 -- -- --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
1.17 -11.1 -4.4 -13.8 3.5 -- -- --
Birla Sun Life MNC Fund (G) Rank 3
2,048.33 -6.3 -5.2 -13.4 3.1 41.5 29.1 23.0
Mirae Emerging Bluechip Fund (G) Rank 1
822.89 -7.7 -4.1 -9.7 3.0 39.2 28.9 23.9
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
104.54 -11.1 -4.5 -14.0 2.6 -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
26.87 -8.1 -1.7 -7.3 2.0 -- -- --
Birla SL Buy India -Direct (G) Not Ranked
3.91 -6.5 -0.2 -8.3 1.7 36.5 24.8 --
Axis Small Cap Fund - Direct (G) Not Ranked
6.23 -7.0 -0.9 -7.9 1.7 40.6 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
270.46 -6.8 -3.5 -7.9 1.6 42.9 31.2 --
L&T Emerging Businesses Fund-RP (G) Not Ranked
324.55 -8.2 -1.8 -7.6 1.4 -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
7.24 -9.8 -2.6 -8.3 1.2 34.9 23.7 --
Reliance Small Cap - Direct (G) Not Ranked
164.66 -11.4 -6.5 -8.6 1.0 45.7 34.6 --
Birla Sun Life Buy India (G) Not Ranked
56.80 -6.5 -0.4 -8.6 1.0 35.7 24.0 18.4
L&T Midcap Fund -Direct (G) Not Ranked
15.20 -8.9 -4.4 -10.7 -- 39.9 27.1 --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
17.09 -8.9 -4.7 -12.8 0.7 35.8 25.3 --
Axis Small Cap Fund - Regular (G) Not Ranked
315.39 -7.0 -1.1 -8.4 0.6 39.0 -- --
Birla SL Small and Midcap Fund (G) Not Ranked
180.11 -9.8 -2.8 -8.7 0.4 33.7 22.7 15.9
Franklin (I) Smaller Cos (G) Rank 2
2,150.30 -6.8 -3.8 -8.6 -- 41.0 29.9 22.8
Reliance Small Cap Fund (G) Rank 1
1,541.30 -11.5 -6.7 -9.0 0.2 44.5 33.6 21.1
Can Robeco Emer-Equities-Direct (G) Not Ranked
72.67 -10.5 -6.1 -12.6 0.1 45.2 29.6 --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.17 -11.9 -7.5 -17.5 -0.2 53.0 -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.63 -11.9 -7.5 -17.5 -0.2 52.4 -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.88 -11.9 -7.5 -17.6 -0.2 50.9 -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.83 -12.0 -7.6 -17.6 -0.2 -- -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
11.73 -7.7 -4.7 -13.0 -0.4 41.3 27.9 --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
6.86 -8.2 -5.3 -11.0 -0.5 35.8 20.5 --
Can Robeco Emerg-Equities (G) Rank 2
591.70 -10.6 -6.4 -13.1 -0.6 44.1 28.5 21.4
BNP Paribas Mid Cap Fund (G) Rank 2
355.98 -9.0 -5.0 -13.4 -0.6 34.2 24.0 21.5
Kotak Emerging Equity - Direct (G) Not Ranked
34.12 -8.1 -5.6 -11.6 -0.7 41.7 23.5 --
Birla SL Midcap Fund -Direct (G) Not Ranked
34.34 -9.1 -5.9 -12.3 -0.7 34.9 21.7 --
L&T Midcap Fund (G) Not Ranked
332.36 -9.0 -4.6 -11.0 -0.8 38.7 26.2 17.2
HDFC MidCap Opport.- Direct (G) Not Ranked
847.60 -6.2 -3.7 -11.0 -0.8 34.7 25.6 --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
42.90 -12.0 -7.7 -17.7 -0.9 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
56.19 -11.9 -7.6 -17.8 -1.0 49.1 -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
70.38 -11.9 -7.5 -17.6 -1.0 50.5 -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
105.24 -11.9 -7.6 -17.7 -1.1 51.0 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 -8.1 -5.3 -13.8 -1.1 37.8 25.4 18.5
Sundaram Select Midcap -Direct (G) Not Ranked
108.04 -8.1 -5.3 -13.8 -1.1 38.0 25.7 --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
74.28 -9.6 -4.1 -12.5 -1.3 34.3 22.1 --
JPMorgan (I) Mid and Small Cap (G) Rank 3
595.15 -7.8 -4.8 -13.2 -1.4 39.7 26.5 20.3
Birla Sun Life Midcap Fund (G) Rank 4
1,535.61 -9.1 -6.0 -12.7 -1.5 33.7 20.8 15.0
Sundaram Select Midcap -RP (G) Rank 4
3,120.27 -8.1 -5.3 -13.9 -1.5 37.0 25.1 17.8
HDFC MidCap Opportunities (G) Rank 3
9,742.30 -6.3 -4.0 -11.4 -1.7 33.6 24.7 19.8
Franklin (I) Prima - Direct (G) Not Ranked
236.32 -6.0 -3.9 -9.0 -1.9 37.8 26.3 --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,811.23 -9.7 -4.3 -12.8 -1.9 33.5 21.3 15.7
Kotak Mid-Cap Fund - Regular(G) Not Ranked
349.38 -8.3 -5.7 -11.7 -2.0 34.3 19.3 16.1
Religare Invesco Mid Cap-Direct (G) Not Ranked
4.28 -8.0 -4.1 -11.2 -2.0 37.2 25.3 --
IDFC Premier Equity - Direct (G) Not Ranked
578.77 -6.9 -3.3 -12.5 -2.1 28.6 21.2 --
UTI Mid Cap - Direct (G) Not Ranked
128.29 -8.6 -6.0 -14.0 -2.1 39.4 29.7 --
Kotak Emerging Equity - Regular (G) Rank 3
703.99 -8.2 -6.0 -12.2 -2.1 40.1 22.3 17.7
SBI Magnum Global Fund - Direct (G) Not Ranked
157.05 -5.7 -4.2 -10.9 -2.3 32.1 23.5 --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.18 -10.5 -5.3 -10.9 -2.3 -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.69 -9.1 -2.3 -9.0 -2.4 -- -- --
IDFC Premier Equity - B (G) Not Ranked
25.70 -7.0 -3.4 -12.8 -2.6 27.8 20.4 18.0
Motilal MOSt Shares Midcap 100 ETF Not Ranked
81.09 -8.4 -4.8 -12.4 -2.6 28.5 15.3 10.9
Religare Invesco Mid N Small-DP (G) Not Ranked
28.71 -8.0 -4.5 -11.3 -2.6 35.2 25.5 --
IDFC Premier Equity - Regular (G) Rank 4
6,150.70 -7.0 -3.4 -12.8 -2.7 27.7 20.3 18.0
Edelweiss Emerging Leaders - Direct (G) Not Ranked
1.04 -12.4 -5.4 -12.2 -2.7 26.2 20.4 --
Birla SL Pure Value - Direct (G) Not Ranked
51.12 -9.6 -3.5 -10.3 -2.7 40.5 27.4 --
SBI Emerging Businesses -Direct (G) Not Ranked
115.92 -6.0 -4.2 -7.5 -2.7 28.0 14.6 --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
192.14 -10.5 -5.4 -11.1 -2.8 -- -- --
UTI Mid Cap (G) Rank 2
3,076.02 -8.7 -6.2 -14.4 -3.0 38.3 28.8 20.1
Franklin India Prima Fund (G) Rank 3
3,486.00 -6.1 -4.2 -9.5 -3.1 36.1 24.9 20.1
SBI Magnum Global Fund (G) Rank 3
2,039.00 -5.8 -4.5 -11.4 -3.3 31.0 22.6 19.7
Edelweiss Emerging Leaders (G) Not Ranked
33.97 -12.5 -5.5 -12.5 -3.3 25.5 19.9 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.47 -11.8 -8.5 -16.0 -3.4 -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
47.17 -9.2 -2.6 -9.4 -3.5 -- -- --
Birla SL Pure Value Fund (G) Rank 4
359.30 -9.7 -3.8 -10.7 -3.5 39.4 26.4 17.9
Tata Mid Cap Growth - Direct (G) Not Ranked
17.85 -9.0 -6.7 -13.4 -3.5 38.7 26.9 --
SBI Emerging Busi (G) Rank 5
1,486.94 -6.0 -4.4 -8.0 -3.6 26.9 13.7 18.9
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.81 -9.4 -4.8 -9.9 -3.7 -- -- --
Can Robeco India Opport. - RP-(G) Not Ranked
104.20 -11.9 -8.6 -16.2 -3.8 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
240.48 -9.5 -4.9 -10.1 -3.9 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
114.00 -8.1 -4.5 -12.1 -3.9 34.9 23.5 19.3
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.16 -8.4 -3.0 -11.5 -4.2 -- -- --
Religare Invesco Mid N SmallCap (G) Rank 3
430.79 -8.1 -4.9 -12.1 -4.2 33.1 23.9 20.0
Tata Mid Cap Growth Fund (G) Rank 2
506.75 -9.1 -6.9 -13.7 -4.3 37.6 25.9 18.5
Sahara Midcap Fund - Direct (G) Not Ranked
5.45 -11.1 -6.1 -13.1 -4.4 24.4 18.8 --
DHFL Pramerica Midcap Opp Fund - Dir (G) Not Ranked
14.16 -8.8 -6.9 -16.0 -4.4 19.6 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
68.90 -11.7 -5.0 -15.4 -4.6 36.2 23.8 --
Taurus Discovery Fund -Direct (G) Not Ranked
0.68 -9.2 -7.6 -16.1 -4.7 31.2 17.8 --
Sundaram SMILE Fund -Direct (G) Not Ranked
52.41 -11.9 -7.3 -15.5 -4.7 47.5 26.9 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -11.9 -7.3 -15.4 -4.7 47.4 26.8 16.9
DHFL Pramerica Midcap Opp Fund - Reg (G) Not Ranked
149.48 -8.8 -7.1 -16.2 -4.9 19.1 -- --
Sundaram SMILE Fund (G) Rank 3
1,161.26 -11.9 -7.4 -15.6 -5.1 46.6 26.3 16.3
Axis Mid Cap Fund - Direct (G) Not Ranked
62.69 -7.2 -5.9 -16.6 -5.1 35.1 22.1 --
HSBC Midcap Equity Fund (G) Rank 3
341.16 -11.8 -5.2 -15.7 -5.3 35.2 22.9 12.1
Sahara Midcap Fund (G) Not Ranked
4.00 -11.3 -6.4 -13.6 -5.3 23.8 18.3 11.8
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
234.25 -8.4 -3.1 -11.7 -5.3 -- -- --
Taurus Discovery Fund (G) Not Ranked
33.63 -9.3 -7.8 -16.4 -5.4 30.4 17.3 14.1
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.71 -8.5 -3.6 -12.3 -5.7 -- -- --
Reliance Mid & Small Cap - Direct (G) Not Ranked
72.91 -11.3 -7.0 -13.3 -5.9 35.2 24.7 --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
122.80 -8.5 -3.7 -12.5 -6.2 -- -- --
Axis Mid Cap Fund (G) Rank 5
1,182.70 -7.3 -6.2 -17.2 -6.3 33.2 20.6 18.4
Union KBC Small & Mid Cap -DP (G) Not Ranked
5.79 -8.6 -3.9 -13.6 -6.5 -- -- --
Reliance Mid & Small Cap Fund (G) Rank 4
2,221.73 -11.4 -7.2 -13.6 -6.6 34.2 23.8 15.7
Sahara Star Value Fund (G) Not Ranked
1.27 -14.4 -8.4 -11.4 -7.2 20.7 11.8 7.9
ICICI Pru MidCap Fund - Direct (G) Not Ranked
87.20 -8.8 -6.1 -15.9 -7.3 36.0 25.6 --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
85.46 -8.7 -4.1 -14.1 -7.5 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.22 -14.5 -8.6 -11.8 -7.9 24.8 14.5 --
ICICI Pru MidCap Fund (G) Rank 3
1,249.08 -8.9 -6.4 -16.3 -8.2 34.8 24.6 16.0
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.42 -7.3 -3.3 -12.2 -8.5 19.0 17.2 --
Sahara Wealth Plus - VPO (G) Not Ranked
8.65 -7.4 -3.4 -12.5 -8.9 18.6 16.8 11.9
Sundaram Small Cap - Series II-DP-G Not Ranked
0.38 -11.4 -8.7 -18.8 -9.7 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
122.49 -9.4 -4.9 -14.7 -10.0 24.3 15.6 --
Templeton (I) Equity Income - Dir (G) Not Ranked
20.73 -5.8 -7.8 -11.2 -10.2 16.2 10.4 --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 -7.5 -3.8 -13.2 -10.3 17.2 15.7 --
Sundaram Small Cap - Series II-RP-G Not Ranked
29.99 -11.4 -8.7 -18.9 -10.5 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.57 -7.5 -3.9 -13.3 -10.5 16.9 15.3 10.7
Templeton (I) Equity Income (G) Not Ranked
979.00 -5.9 -8.0 -11.5 -10.7 15.5 9.8 7.9
IDFC Sterling Equity Fund - RP (G) Rank 5
1,546.70 -9.5 -5.1 -15.0 -10.7 23.2 14.7 13.3
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
39.75 -11.7 -7.1 -15.0 -- -- -- --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.64 -11.7 -7.0 -14.9 -- -- -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
19.24 -11.2 -8.8 -17.7 -- -- -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.57 -11.2 -8.8 -17.5 -- -- -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
17.94 -11.3 -8.8 -17.7 -- -- -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.85 -5.3 -3.3 -13.3 -- -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
0.00 -4.8 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
0.00 -4.9 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
0.00 -5.5 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
0.00 -5.6 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
0.00 -5.5 -1.9 -- -- -- -- --
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
0.00 -5.7 -2.3 -- -- -- -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.43 -11.2 -8.7 -17.6 -- -- -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
207.95 -5.5 -3.9 -13.9 -- -- -- --
CATEGORY AVERAGE -8.9 -5.0 -12.2 -2.2 24.6 13.8 10.2

Note : Returns have been calculated based on NAV's as on Feb 05, 2016 & Index values as on Feb 05, 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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