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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 Sep 02, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Birla SL MNC Fund -Direct (G) Not Ranked
96.25 -6.7 2.9 1.0 40.7 56.5 -- --
Birla Sun Life MNC Fund (G) Rank 2
1,548.97 -6.8 2.6 0.5 39.3 55.1 34.8 23.4
SBI Small & Midcap Fund -Direct (G) Not Ranked
69.09 -7.5 6.2 1.8 37.3 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
284.99 -7.6 5.8 1.1 35.4 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
244.24 -6.6 1.6 -0.6 35.3 -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.76 -10.4 4.7 0.5 34.1 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
251.05 -6.7 1.4 -1.2 33.6 -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.80 -10.4 4.4 0.2 32.8 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
98.50 -6.5 4.1 2.8 32.8 72.9 -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.80 -10.5 4.5 0.1 32.6 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.54 -10.4 4.5 0.3 32.5 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.64 -10.4 4.6 -- 32.3 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,873.81 -6.5 3.9 2.5 31.9 71.7 37.2 18.7
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.59 -11.4 5.1 -2.3 31.2 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
102.62 -10.4 4.2 -0.5 30.8 -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.54 -10.5 4.4 -0.4 30.8 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.14 -10.4 4.5 -0.2 30.7 -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
155.34 -11.4 5.1 -2.9 29.0 -- -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
9.21 -6.8 2.1 -3.0 28.2 59.4 -- --
SBI Midcap Fund - Direct (G) Not Ranked
101.60 -6.0 2.7 2.4 27.5 61.7 -- --
SBI Magnum Midcap Fund (G) Rank 2
870.88 -6.0 2.4 1.8 26.3 60.4 37.9 18.4
JPMorgan (I) Mid and Small Cap (G) Rank 1
442.00 -6.8 1.9 -3.7 26.2 57.4 35.2 18.5
Kotak Emerging Equity - Direct (G) Not Ranked
26.60 -7.5 2.3 -2.9 24.9 62.2 -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
12.66 -6.6 1.2 -3.7 24.4 58.4 -- --
Birla SL Buy India -Direct (G) Not Ranked
2.84 -8.5 -0.8 -4.1 24.3 47.4 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
44.75 -7.0 4.0 -1.6 24.0 61.4 -- --
L&T Midcap Fund -Direct (G) Not Ranked
12.12 -5.9 4.4 -1.3 23.7 57.1 -- --
Birla Sun Life Buy India (G) Not Ranked
55.62 -8.6 -1.0 -4.4 23.7 46.6 29.5 14.8
Kotak Emerging Equity - Regular (G) Rank 3
646.87 -7.6 2.0 -3.6 23.4 60.6 30.8 14.6
Tata Mid Cap Growth Fund (G) Rank 2
446.83 -6.7 1.0 -4.1 23.3 57.1 32.4 16.7
Can Robeco Emer-Equities-Direct (G) Not Ranked
46.12 -9.6 2.7 -3.9 22.9 65.1 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
30.24 -8.0 2.1 -2.9 22.9 52.7 -- --
Mirae Emerging Bluechip Fund (G) Rank 2
684.63 -7.1 3.7 -2.1 22.8 59.7 36.0 21.9
SBI Magnum Global Fund - Direct (G) Not Ranked
123.38 -4.8 2.4 -2.2 22.7 49.7 -- --
L&T Midcap Fund (G) Not Ranked
313.34 -5.9 4.2 -1.7 22.7 55.8 32.4 15.4
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
5.30 -8.2 4.6 2.3 22.1 52.2 -- --
Can Robeco Emerg-Equities (G) Rank 1
427.66 -9.6 2.5 -4.3 22.1 63.8 35.2 19.8
Birla Sun Life Midcap Fund (G) Rank 3
1,485.94 -8.0 1.9 -3.3 21.8 51.5 27.1 12.3
SBI Magnum Global Fund (G) Rank 3
1,868.94 -4.9 2.1 -2.7 21.7 48.6 32.0 17.5
Sundaram Select Midcap -Direct (G) Not Ranked
90.78 -8.7 3.4 -2.4 21.5 55.4 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.17 -8.7 3.4 -2.5 21.5 55.2 30.6 16.7
UTI Mid Cap - Direct (G) Not Ranked
104.06 -5.8 3.0 -1.1 21.3 65.0 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -11.3 1.1 -7.6 20.9 65.3 31.9 14.0
Sundaram SMILE Fund -Direct (G) Not Ranked
48.44 -11.3 1.1 -7.6 20.9 65.5 -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
5.92 -6.6 3.0 -3.4 20.8 50.3 -- --
Sundaram Select Midcap -RP (G) Rank 4
2,840.48 -8.7 3.3 -2.6 20.8 54.4 30.2 16.0
BNP Paribas Mid Cap Fund (G) Not Ranked
299.10 -8.3 4.3 1.7 20.6 50.6 33.2 19.0
UTI Mid Cap (G) Rank 3
2,798.06 -5.8 2.8 -1.5 20.3 63.8 36.8 18.2
Kotak Mid-Cap Fund - Direct (G) Not Ranked
5.95 -6.3 3.3 -2.7 20.3 55.7 -- --
Sundaram SMILE Fund (G) Rank 4
989.81 -11.3 1.1 -7.7 20.2 64.5 31.3 13.4
Birla SL Small and Midcap Fund (G) Not Ranked
178.65 -6.7 2.8 -3.8 19.8 49.0 27.5 12.3
Principal Emer-Bluechip -Direct (G) Not Ranked
15.36 -8.1 0.4 -4.7 19.4 55.5 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
56.98 -7.9 2.0 -1.3 19.4 55.6 -- --
Franklin (I) Prima - Direct (G) Not Ranked
191.20 -6.8 -0.9 -5.9 19.3 53.3 -- --
Kotak Mid-Cap Fund - Regular(G) Rank 3
338.11 -6.4 2.9 -3.4 18.8 54.2 27.6 13.4
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
70.48 -8.3 3.6 -5.6 18.8 54.9 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
67.82 -9.7 2.4 -3.2 18.8 66.9 -- --
Principal Emerging Bluechip(G) Rank 1
468.60 -8.2 0.1 -5.2 18.4 54.4 33.6 15.0
Religare Invesco Mid Cap-Direct (G) Not Ranked
3.56 -7.3 -0.7 -7.4 18.3 56.6 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,726.22 -8.3 3.4 -5.9 18.1 53.9 28.4 13.4
HSBC Midcap Equity Fund (G) Rank 4
302.60 -9.8 2.3 -3.6 18.0 65.7 29.5 8.6
Axis Mid Cap Fund (G) Rank 3
1,074.34 -8.0 1.6 -1.9 17.9 53.4 32.5 --
Taurus Discovery Fund -Direct (G) Not Ranked
0.40 -8.2 1.7 -4.1 17.9 51.7 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
745.25 -6.4 1.0 -2.2 17.6 54.4 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
224.16 -6.6 0.8 -3.9 17.6 61.3 -- --
Franklin India Prima Fund (G) Rank 3
3,324.89 -6.9 -1.3 -6.6 17.5 51.5 32.6 17.1
Religare Invesco Mid N Small-DP (G) Not Ranked
24.88 -7.5 -0.6 -8.0 17.4 54.1 -- --
Taurus Discovery Fund (G) Not Ranked
32.39 -8.3 1.5 -4.5 17.2 51.0 29.3 11.5
IDFC Premier Equity - Direct (G) Not Ranked
604.33 -8.0 -1.2 -5.0 17.2 45.1 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.92 -8.1 -0.7 -4.4 16.8 43.0 -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.55 -7.9 3.3 -4.6 16.6 -- -- --
HDFC MidCap Opportunities (G) Rank 4
9,235.00 -6.5 0.7 -2.7 16.6 53.2 30.9 18.6
IDFC Premier Equity - B (G) Not Ranked
29.92 -8.0 -1.3 -5.3 16.5 44.2 27.9 15.5
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 -8.0 -1.3 -5.3 16.3 44.1 27.8 15.5
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
143.57 -8.0 3.1 -4.8 16.1 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
31.62 -8.2 -0.9 -4.9 16.1 42.3 26.1 --
Religare Invesco Mid Cap (G) Not Ranked
105.59 -7.5 -1.2 -8.4 16.0 54.3 31.1 16.9
Axis Small Cap Fund - Direct (G) Not Ranked
6.07 -8.2 0.8 -3.6 15.8 -- -- --
Reliance Small Cap - Direct (G) Not Ranked
147.43 -8.5 5.0 -4.1 15.7 69.2 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
79.88 -9.3 -- -5.8 15.7 61.8 -- --
Franklin (I) Smaller Cos (G) Rank 2
1,963.19 -6.7 0.3 -4.7 15.6 59.5 37.9 19.8
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.51 -6.4 4.2 -3.1 15.5 -- -- --
Religare Invesco Mid N SmallCap (G) Rank 3
398.93 -7.7 -1.0 -8.8 15.4 52.0 32.1 17.5
ICICI Pru MidCap Fund (G) Rank 3
1,201.63 -9.4 -0.2 -6.2 14.7 60.5 32.4 13.7
L&T Emerging Businesses Fund-RP (G) Not Ranked
310.06 -6.4 4.1 -3.4 14.7 -- -- --
Reliance Small Cap Fund (G) Rank 3
1,419.43 -8.6 4.8 -4.5 14.7 67.8 36.1 19.3
Axis Small Cap Fund - Regular (G) Not Ranked
308.07 -8.3 0.5 -4.1 14.6 -- -- --
Reliance Mid & Small Cap - Direct (G) Not Ranked
67.36 -8.7 1.1 -7.2 14.5 52.9 -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.71 -6.5 2.4 -6.4 13.9 -- -- --
Reliance Mid & Small Cap Fund (G) Rank 4
2,235.97 -8.8 1.0 -7.4 13.7 51.8 28.7 13.8
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
231.83 -6.6 2.4 -6.6 13.4 -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
5.21 -7.9 -1.4 -6.9 11.8 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
51.68 -7.7 4.1 -4.9 11.8 58.4 -- --
IDFC Sterling Equity - Direct (G) Not Ranked
121.75 -7.2 -0.6 -8.5 11.1 38.9 -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
78.71 -8.1 -1.7 -7.3 10.9 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
114.61 -7.8 0.7 -4.8 10.8 39.8 22.4 --
Birla SL Pure Value Fund (G) Rank 3
369.13 -7.7 3.9 -5.3 10.8 57.1 33.3 15.9
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.10 -8.0 1.6 -6.1 10.7 -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
115.87 -4.8 2.2 -5.4 10.7 37.9 -- --
IDFC Sterling Equity Fund - G Rank 5
1,681.28 -7.3 -0.8 -8.9 10.2 37.7 22.2 12.7
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
186.01 -8.1 1.5 -6.3 10.1 -- -- --
SBI Emerging Busi (G) Rank 5
1,483.47 -4.9 2.0 -6.0 9.7 36.8 21.9 15.6
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.42 -9.4 1.0 -8.5 6.9 -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.08 -9.2 1.6 -7.3 6.7 -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
118.27 -9.5 0.8 -8.6 6.3 -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
224.85 -9.2 1.4 -8.3 5.9 -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.48 -9.7 -2.8 -10.7 5.8 32.3 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.92 -9.7 -2.9 -10.8 5.5 31.9 21.4 10.7
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 -9.9 -3.3 -11.5 4.3 30.7 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.65 -9.9 -3.4 -11.6 4.0 30.4 20.1 9.6
Sahara Midcap Fund - Direct (G) Not Ranked
5.64 -6.9 4.5 -5.8 3.4 44.6 -- --
Sahara Midcap Fund (G) Not Ranked
4.28 -7.0 4.3 -6.2 2.9 44.3 23.6 10.1
Templeton (I) Equity Income - Dir (G) Not Ranked
20.89 -7.9 -7.0 -10.9 -1.8 22.9 -- --
Templeton (I) Equity Income (G) Not Ranked
1,029.79 -8.0 -7.2 -11.1 -2.3 22.3 16.5 9.4
Sahara Star Value Fund (G) Not Ranked
1.41 -5.4 4.1 -8.8 -7.4 40.8 15.3 5.3
Sahara Star Value Fund -Direct (G) Not Ranked
0.31 -5.5 3.9 -9.1 -7.9 46.0 -- --
Can Robeco India Opport. - DP-(G) Not Ranked
11.88 -10.9 0.9 -6.9 -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.67 -8.0 0.1 -7.1 -- -- -- --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.28 -11.3 2.0 -- -- -- -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.47 -6.8 0.1 -- -- -- -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
166.46 -6.8 -0.2 -- -- -- -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
21.35 -11.3 2.0 -- -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
46.42 -8.0 -0.1 -7.5 -- -- -- --
Can Robeco India Opport. - RP-(G) Not Ranked
56.43 -11.1 0.7 -7.2 -- -- -- --
CATEGORY AVERAGE -8.0 1.6 -4.3 16.8 36.1 20.7 9.9

Note : Returns have been calculated based on NAV's as on Sep 02, 2015 & Index values as on Sep 02, 2015

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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