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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 16, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
DSP BR Mid Cap - Direct (G) Rank 2
658.48 -4.3 -7.8 -10.3 2.0 14.2 12.3 26.1
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.67 1.0 -0.7 11.7 29.8 34.2 19.1 --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
165.39 0.9 -0.8 11.5 29.4 33.7 18.5 --
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
0.27 -1.5 -9.3 9.9 19.3 29.2 17.8 --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
6.17 -1.5 -9.3 9.7 18.8 28.7 17.3 --
Axis Mid Cap Fund - Direct (G) Rank 3
94.00 -0.8 -1.7 1.5 15.3 17.9 9.7 24.5
Sponsored Advt.
Kotak Emerging Equity - D (G) Rank 1
240.94 -5.2 -8.8 -10.5 1.8 14.3 13.1 27.9
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
7.05 -1.8 -7.3 3.2 14.1 20.8 -- --
Axis Mid Cap Fund (G) Rank 3
1,300.17 -0.9 -2.0 1.0 14.1 16.6 8.5 23.0
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
48.74 -1.9 -7.5 3.0 13.8 20.4 -- --
HDFC Small Cap Fund - Direct (G) Rank 1
908.73 -6.2 -7.3 -8.7 13.1 23.5 18.7 24.2
SBI Focused Equity Fund - D (G) Rank 3
305.00 -2.4 -3.4 -3.7 13.1 15.8 13.9 20.7
Sponsored Advt.
ICICI Pru Midcap Fund - D (G) Rank 2
169.41 -4.2 -8.6 -12.3 4.0 14.2 9.4 27.1
SBI Small Cap Fund - D (G) Rank 2
167.35 -5.7 -13.1 -20.4 12.6 21.6 17.3 --
SBI Focused Equity Fund (G) Rank 3
2,386.15 -2.5 -3.6 -4.3 11.9 14.7 12.9 19.6
HDFC Small Cap Fund (G) Rank 1
2,867.01 -6.3 -7.6 -9.3 11.6 22.0 17.2 22.9
SBI Small Cap Fund (G) Rank 2
643.67 -5.8 -13.4 -20.9 11.4 20.3 15.9 --
ABSL MNC Fund -Direct (G) Not Ranked
293.22 -2.5 -1.6 -4.2 9.6 12.0 8.3 24.1
Edelweiss Mid Cap Fund - D (G) Not Ranked
51.12 -2.9 -8.9 -11.7 8.6 16.9 11.4 27.2
ABSL MNC Fund (G) Not Ranked
3,075.17 -2.6 -1.9 -4.7 8.5 10.8 7.1 22.9
SBI Magnum Global Fund - Direct (G) Not Ranked
290.00 -0.5 -4.9 -8.5 8.4 11.8 8.4 21.6
Templeton (I) Equity Income - Dir (G) Not Ranked
41.62 -3.0 -2.7 -5.2 8.4 16.0 11.6 16.5
Invesco India Midcap - D (G) Not Ranked
7.57 -2.7 -5.0 -9.1 8.0 15.8 11.4 25.8
Taurus Discovery (Midcap) - D (G) Not Ranked
0.65 -3.7 -6.0 -6.7 7.9 16.8 11.1 24.5
Templeton (I) Equity Income (G) Not Ranked
998.22 -3.1 -2.9 -5.5 7.6 15.2 10.9 15.8
Taurus Discovery (Midcap) (G) Not Ranked
50.10 -3.7 -6.1 -6.8 7.5 16.4 10.5 23.9
Edelweiss Mid Cap Fund (G) Not Ranked
693.08 -3.0 -9.1 -12.3 7.5 16.0 10.6 26.0
Invesco India Multicap - D (G) Not Ranked
29.86 -3.6 -6.3 -9.8 7.5 15.6 11.4 25.4
SBI Magnum Global Fund (G) Not Ranked
3,223.29 -0.6 -5.1 -8.9 7.4 10.8 7.4 20.6
Can Robeco Emer-Equities-Direct (G) Rank 3
390.63 -2.4 -3.3 -6.2 6.8 20.5 15.1 31.7
Invesco India Midcap (G) Not Ranked
172.75 -2.9 -5.4 -9.9 6.1 13.8 9.5 23.7
Invesco India Multicap (G) Not Ranked
512.21 -3.8 -6.6 -10.6 5.7 13.7 9.5 23.5
Can Robeco Emerg-Equities (G) Rank 3
3,095.47 -2.5 -3.6 -6.8 5.4 18.9 13.7 30.3
IDFC Multi Cap Fund - D (G) Rank 5
518.00 -1.7 -2.0 -5.5 5.3 11.5 8.2 20.7
IDFC Sterling Value Fund - D (G) Rank 3
265.63 -5.3 -8.9 -11.8 5.2 20.6 13.0 22.3
L&T Emerging Businesses Fund-DP (G) Rank 2
1,111.63 -5.2 -9.7 -13.1 5.0 24.8 20.9 --
Reliance Small Cap - Direct (G) Rank 3
1,089.01 -7.4 -11.7 -17.4 4.8 21.6 17.6 35.1
Franklin (I) Prima - Direct (G) Rank 2
976.29 -3.3 -5.4 -8.5 4.6 13.2 12.0 25.2
IDFC Multi Cap Fund (G) Rank 5
5,036.97 -1.8 -2.2 -5.9 4.5 10.7 7.3 19.8
HDFC MidCap Opport.- Direct (G) Rank 3
2,609.83 -3.0 -6.0 -8.2 4.1 16.6 13.6 26.8
L&T Emerging Businesses Fund-RP (G) Rank 2
3,830.10 -5.3 -9.9 -13.5 4.1 23.8 20.0 --
ICICI Pru Midcap Fund - D (G) Rank 2
169.41 -4.2 -8.6 -12.3 4.0 14.2 9.4 27.1
IDFC Sterling Value Fund (G) Rank 3
2,625.16 -5.3 -9.2 -12.3 3.9 19.3 11.9 21.2
Reliance Small Cap Fund (G) Rank 3
5,855.32 -7.5 -12.0 -17.9 3.5 20.1 16.3 33.7
Franklin India Prima Fund (G) Rank 2
5,567.93 -3.4 -5.7 -9.0 3.5 12.0 10.9 23.8
Axis Small Cap Fund - Direct (G) Not Ranked
8.84 -2.8 -6.3 -9.0 3.3 13.7 11.3 --
HDFC MidCap Opportunities (G) Rank 3
17,969.28 -3.1 -6.3 -8.7 2.9 15.5 12.5 25.7
ICICI Pru Midcap Fund (G) Rank 5
1,347.68 -4.3 -8.9 -12.9 2.8 13.0 8.3 25.9
IDBI Small Cap Fund - DP (G) Not Ranked
5.66 -5.1 -8.0 -10.6 2.6 -- -- --
Franklin (I) Smaller Co -Direct (G) Rank 3
1,544.66 -5.1 -7.5 -11.9 2.3 13.5 14.0 28.8
Axis Small Cap Fund (G) Not Ranked
424.33 -2.9 -6.6 -9.5 2.1 12.4 10.0 --
DSP BR Mid Cap - Direct (G) Rank 2
658.48 -4.3 -7.8 -10.3 2.0 14.2 12.3 26.1
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.80 -7.3 -8.4 -15.7 1.9 11.4 7.9 --
L&T Midcap Fund -Direct (G) Rank 1
417.36 -3.6 -7.0 -11.3 1.9 20.4 15.7 29.5
Kotak Emerging Equity - D (G) Rank 1
240.94 -5.2 -8.8 -10.5 1.8 14.3 13.1 27.9
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.78 -7.3 -8.5 -15.8 1.7 11.4 7.9 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.94 -7.3 -8.5 -15.8 1.7 11.3 7.9 --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
9.38 -7.3 -8.5 -15.8 1.6 11.4 7.9 --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
47.24 -7.3 -8.5 -15.8 1.5 11.0 7.5 --
UTI Mid Cap - Direct (G) Rank 4
375.08 -5.7 -11.5 -13.6 1.4 10.2 8.0 26.4
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
63.60 -7.3 -8.6 -15.9 1.4 11.0 7.5 --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
80.24 -7.4 -8.6 -15.9 1.3 10.9 7.5 --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
115.45 -7.3 -8.6 -15.9 1.3 11.0 7.5 --
DHFL Pramerica Midcap Opp Fund-DP (G) Not Ranked
3.06 -4.6 -6.2 -9.0 1.2 10.9 6.1 --
Mirae Emerging Bluechip -Direct (G) Rank 3
907.21 -3.7 -5.0 -11.2 1.2 18.3 15.7 31.0
IDBI Midcap Fund - DP (G) Not Ranked
6.67 -4.4 -7.0 -11.1 1.1 -- -- --
DSP BR Mid Cap - Regular (G) Rank 2
4,853.39 -4.4 -8.0 -10.6 1.1 13.2 11.4 25.1
Franklin (I) Smaller Cos (G) Rank 3
5,782.65 -5.2 -7.8 -12.4 1.1 12.0 12.6 27.3
Motilal Oswal Midcap 30 - D (G) Rank 5
621.07 -1.4 -1.7 -6.2 1.1 10.8 8.1 --
L&T Midcap Fund (G) Rank 1
2,306.33 -3.7 -7.2 -11.6 1.0 19.3 14.7 28.5
Kotak Emerging Equity (G) Rank 1
2,976.62 -5.3 -9.0 -11.0 0.6 12.8 11.5 26.4
Mirae Emerging Bluechip Fund (G) Rank 2
4,463.35 -3.8 -5.1 -11.5 0.6 17.4 14.8 29.9
ABSL Pure Value - Direct (G) Rank 3
659.95 -8.7 -14.6 -21.3 0.5 15.1 11.7 27.2
UTI Mid Cap (G) Rank 4
3,739.97 -5.8 -11.7 -14.0 0.5 9.1 7.0 25.4
Motilal Oswal Midcap 30 - (G) Rank 5
681.73 -1.5 -2.0 -6.8 -0.3 9.3 6.8 --
IDBI Small Cap Fund - RP (G) Not Ranked
205.16 -5.4 -8.7 -12.0 -0.3 -- -- --
DHFL Pramerica Midcap Opp Fund-Reg (G) Not Ranked
113.78 -4.7 -6.6 -9.8 -0.5 9.4 5.0 --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.94 -5.0 -8.4 -11.9 -0.7 12.6 9.4 --
Sundaram Mid Cap Fund - D (G) Rank 3
553.30 -6.1 -8.9 -12.7 -0.7 13.4 10.9 25.2
Sundaram Mid Cap Fund -IP (D) Not Ranked
0.17 -6.1 -8.9 -12.7 -0.7 13.4 10.9 25.1
ABSL Pure Value Fund (G) Rank 3
3,142.89 -8.8 -14.8 -21.8 -0.8 13.8 10.5 26.0
Sundaram Small Cap - Series IV-RP-G Not Ranked
54.03 -5.0 -8.5 -12.1 -1.0 12.2 9.0 --
Kotak Small Cap Fund - D (G) Rank 3
53.50 -5.8 -10.0 -12.9 -1.2 13.2 11.9 25.0
Sundaram Small Cap - Series III-DP-G Not Ranked
1.03 -5.0 -8.7 -12.5 -1.3 12.3 9.1 --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.53 -5.1 -8.7 -12.6 -1.5 12.0 8.6 --
Sundaram Mid Cap Fund (G) Rank 3
5,736.06 -6.2 -9.1 -13.0 -1.5 12.7 10.3 24.4
Sundaram Small Cap - Series III-RP-G Not Ranked
51.41 -5.1 -8.7 -12.6 -1.7 11.9 8.8 --
IDBI Midcap Fund - RP (G) Not Ranked
250.95 -4.6 -7.6 -12.4 -1.7 -- -- --
ABSL Small Cap Fund - D (G) Rank 3
455.11 -8.8 -11.4 -17.5 -1.7 15.4 14.7 25.8
Sundaram Small Cap - Series II-RP-G Not Ranked
81.37 -5.1 -8.7 -12.7 -1.9 11.6 8.2 --
Kotak Small Cap Fund (G) Rank 3
794.35 -5.9 -10.3 -13.4 -2.5 11.5 10.2 23.4
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.21 -1.8 -6.1 -11.2 -2.5 10.3 6.9 16.8
ABSL Midcap Fund -Direct (G) Rank 3
157.23 -5.2 -7.7 -12.7 -2.5 12.5 9.8 22.9
Union SCF -DP (G) Not Ranked
12.35 -6.2 -12.5 -17.0 -2.7 8.2 5.2 --
Sahara Wealth Plus - VPO (G) Not Ranked
8.36 -1.9 -6.2 -11.4 -3.0 9.6 6.4 16.3
ABSL Small Cap Fund (G) Rank 3
1,794.35 -8.9 -11.7 -18.1 -3.0 14.1 13.5 24.6
ABSL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.52 -3.5 -7.3 -11.7 -3.1 12.0 9.9 --
HSBC Small Cap Equity Fund - Direct (G) Rank 4
104.94 -8.8 -17.6 -21.5 -3.1 10.8 9.2 28.0
Motilal MOSt Oswal Midcap 100 ETF Not Ranked
22.29 -5.3 -10.1 -16.7 -3.2 11.0 8.8 19.1
Tata Mid Cap Growth - Direct (G) Rank 4
33.31 -4.6 -10.4 -16.4 -3.5 10.4 6.4 23.4
ABSL Midcap Fund (G) Rank 3
2,142.17 -5.2 -7.9 -13.1 -3.5 11.5 8.8 21.9
Union SCF -RP (G) Not Ranked
312.27 -6.2 -12.7 -17.4 -3.5 7.3 4.1 --
Sahara Midcap Fund - Direct (G) Not Ranked
0.22 -4.0 -11.1 -16.4 -3.6 14.8 12.6 22.9
HSBC Small Cap Equity Fund (G) Rank 4
534.41 -8.9 -17.8 -21.7 -3.8 10.0 8.4 27.1
Sundaram Select Micro Cap-Sr 15-DP-G Not Ranked
3.64 -8.4 -13.6 -20.2 -4.3 -- -- --
Tata Mid Cap Growth Fund (G) Rank 3
627.80 -4.7 -10.6 -16.8 -4.3 9.6 5.6 22.4
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
2.10 -9.0 -15.6 -20.8 -4.6 12.0 -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
N.A. -2.0 -6.5 -12.1 -4.6 7.8 4.5 14.7
ABSL Emer. Leaders-Sr 6-RP (G) Not Ranked
265.69 -3.5 -7.6 -12.3 -4.6 10.3 8.2 --
BNP Paribas Mid Cap Fund -Dir (G) Rank 4
65.05 -5.9 -9.6 -17.4 -4.7 9.3 7.5 22.9
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
4.34 -9.1 -15.4 -20.9 -4.8 12.1 -- --
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
3.03 -9.3 -15.7 -21.1 -4.9 12.1 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.36 -2.0 -6.7 -12.4 -5.1 7.3 4.1 14.3
Sundaram Select Micro Cap-Sr 15-RP-G Not Ranked
69.45 -8.5 -13.8 -20.6 -5.3 -- -- --
Sundaram Select Small Cap - Sr. V-DP-G Not Ranked
1.90 -5.0 -8.4 -12.4 -5.5 -- -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
48.15 -9.1 -15.8 -21.3 -5.7 11.0 -- --
Sahara Midcap Fund (G) Not Ranked
8.43 -4.2 -11.6 -17.4 -5.7 12.4 10.6 21.5
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
126.25 -9.2 -15.7 -21.5 -6.1 11.1 -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
74.35 -9.4 -16.0 -21.6 -6.2 11.1 -- --
BNP Paribas Mid Cap Fund (G) Rank 4
726.61 -6.0 -10.0 -18.1 -6.3 7.6 5.9 21.3
Sundaram Select Small Cap - Sr. V-RP-G Not Ranked
48.01 -5.0 -8.6 -12.8 -6.5 -- -- --
Sundaram Select Micro Cap-Sr 14-DP-G Not Ranked
2.56 -8.8 -15.1 -22.6 -7.2 -- -- --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.83 -8.4 -16.1 -22.7 -7.2 11.5 10.1 --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
165.00 -8.4 -16.2 -22.8 -7.6 11.1 9.7 --
Sundaram Select Micro Cap-Sr 14-RP-G Not Ranked
67.89 -8.8 -15.2 -22.8 -7.8 -- -- --
SBI Magnum Midcap Fund - Direct (G) Rank 5
521.72 -5.4 -13.4 -17.4 -7.9 4.8 6.2 24.4
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
1.20 -8.2 -14.8 -21.9 -8.4 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.03 -4.0 -10.4 -17.5 -8.4 7.1 8.8 21.0
Sahara Star Value Fund (G) Not Ranked
0.48 -4.0 -10.5 -17.6 -8.5 7.0 9.0 19.4
SBI Magnum Midcap Fund (G) Rank 5
3,299.60 -5.5 -13.7 -17.9 -9.0 3.6 4.9 23.2
Sundaram Select Micro Cap-Sr 12-DP-G Not Ranked
2.30 -8.2 -14.7 -21.8 -9.2 -- -- --
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
46.63 -8.3 -15.0 -22.2 -9.2 -- -- --
DSP BR Small Cap Fund - Direct (G) Rank 4
895.85 -7.9 -15.4 -22.3 -9.4 8.3 10.6 30.2
DSP BR Small Cap Fund - Regular (G) Rank 4
4,983.25 -8.0 -15.5 -22.4 -9.7 7.8 10.0 29.4
Sundaram Select Micro Cap-Sr 12-RP-G Not Ranked
36.89 -8.3 -14.9 -22.2 -9.9 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.01 -9.9 -17.0 -23.4 -10.8 8.7 7.1 26.7
Sundaram Small Cap Fund - D (G) Not Ranked
91.32 -9.9 -17.0 -23.4 -10.8 8.8 7.1 26.7
Sundaram SMILE Fund (G) Rank 5
1,226.72 -9.9 -17.1 -23.7 -11.5 8.1 6.5 26.0
Sundaram Select Small Cap - Sr. VI-DP-G Not Ranked
0.86 -4.9 -8.3 -11.9 -- -- -- --
Sundaram Select Micro Cap-Sr 16-RP-G Not Ranked
45.68 -8.7 -15.4 -21.8 -- -- -- --
Sundaram Select Micro Cap-Sr 16-DP-G Not Ranked
1.39 -8.6 -15.3 -21.6 -- -- -- --
Sundaram Select Small Cap - Sr. VI-RP-G Not Ranked
23.15 -5.0 -8.5 -12.3 -- -- -- --
Sundaram Select Micro Cap-Sr 17-DP-G Not Ranked
1.40 -8.3 -14.5 -21.0 -- -- -- --
Mahindra UEBY - DP (G) Not Ranked
7.10 -4.1 -5.4 -- -- -- -- --
Mahindra UEBY - RP (G) Not Ranked
335.65 -4.3 -6.0 -- -- -- -- --
Sundaram Select Micro Cap-Sr 17-RP-G Not Ranked
40.40 -8.4 -14.8 -21.7 -- -- -- --
CATEGORY AVERAGE -5.3 -9.3 -13.1 0.4 11.1 7.8 13.0

Note : Returns have been calculated based on NAV's as on Jul 16, 2018 & Index values as on Jul 16, 2018

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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