Performance Tracker
Select Fund
Category
Category
Small & Mid Cap
Equity Mutual Funds that invest less than 45% in CRISIL-defined Large Cap Stocks for a minimum of four out of six months in each period over the last 2 years.
Small & Mid Cap - Returns (in %) - as on May 28, 2012
| Mutual Fund Scheme | Crisil Rank | AUM (Rs. cr.) Mar 12 |
1mth | 3mth | 6mth | 1yr | 2yr | 3yr | 5yr | |
|---|---|---|---|---|---|---|---|---|---|---|
| * Returns over 1 year are Annualised | ||||||||||
SBI Magnum Emerging Busi (G)  |
Rank 1 |
506.89 | -3.3 | 4.0 | 9.0 | 11.7 | 14.0 | 22.1 | 7.3 |  |
| Birla Sun Life MNC Fund (G) |
Rank 1 |
257.66 | -2.8 | 0.5 | 13.6 | 7.1 | 10.7 | 25.5 | 11.7 | |
| IDFC Premier Equity - A (G) |
Rank 2 |
2,511.26 | -3.0 | -0.5 | 7.2 | 1.9 | 7.9 | 19.7 | 15.9 | |
| IDFC Premier Equity - B (G) |
Not Ranked |
49.32 | -3.0 | -0.5 | 7.2 | 1.9 | 7.9 | 19.7 | -- | |
| BNP Paribas Mid Cap Fund (G) | Not Ranked |
27.30 | -3.5 | -1.4 | 9.5 | 0.8 | 4.2 | 16.4 | -2.9 | |
| Sundaram Select Small Cap (G) | Not Ranked |
303.00 | -- | -- | -- | -- | -- | -- | -- | |
| HDFC MidCap Opportunities (G) |
Rank 1 |
1,860.28 | -5.0 | -3.5 | 8.1 | -0.3 | 7.5 | 21.6 | 9.3 | |
| SBI Magnum Global Fund (G) |
Rank 2 |
915.38 | -2.8 | -1.4 | 8.5 | -0.3 | 5.7 | 16.0 | 4.4 | |
| IDFC Sterling Equity Fund - G |
Not Ranked |
1,097.74 | -5.0 | 0.8 | 10.2 | -0.6 | 4.1 | 17.5 | -- | |
| ICICI Pru Discovery -Inst -I |
Not Ranked |
14.31 | -3.2 | -0.6 | 14.1 | -0.8 | 5.1 | 22.6 | 12.4 | |
| Mirae Emerging Bluechip Fund (G) | Not Ranked |
28.01 | -3.4 | -3.0 | 6.8 | -0.8 | -- | -- | -- | |
| Kotak Emerging Equity (G) |
Rank 4 |
54.91 | -4.4 | -2.2 | 8.8 | -1.1 | -0.4 | 12.7 | 0.4 | |
| Axis Mid Cap Fund(G) | Not Ranked |
124.45 | -4.6 | -2.6 | 5.9 | -1.4 | -- | -- | -- | |
| DSP-BR Micro Cap Fund - RP (G) |
Rank 2 |
436.31 | -3.5 | -0.9 | 6.8 | -1.4 | 0.7 | 18.7 | 8.1 | |
| Religare Mid Cap Fund (G) |
Rank 2 |
53.28 | -5.0 | -2.4 | 4.9 | -1.5 | 4.4 | 19.7 | 6.1 | |
| Religare Mid N SmallCap (G) |
Not Ranked |
17.31 | -5.4 | -2.7 | 5.6 | -1.6 | 5.1 | 22.1 | -- | |
| ICICI Pru Discovery Fund (G) |
Rank 2 |
1,764.30 | -3.3 | -0.8 | 13.6 | -1.7 | 4.1 | 21.3 | 11.1 | |
| Can Robeco Emerg-Equities (G) | Not Ranked |
38.93 | -3.7 | -0.6 | 12.2 | -2.0 | 5.6 | 17.6 | 5.5 | |
| Birla SL Small and Midcap Fund (G) |
Rank 3 |
120.20 | -4.5 | -2.9 | 3.2 | -3.0 | -1.8 | 13.0 | 2.2 | |
| UTI Mid Cap (G) |
Rank 3 |
279.89 | -3.3 | 0.6 | 6.1 | -3.5 | 0.9 | 15.9 | 6.0 | |
| ICICI Pru MidCap Fund - Inst. I |
Not Ranked |
3.64 | -5.1 | -2.0 | 13.9 | -3.8 | -2.8 | 13.0 | 0.6 | |
| Tata Growth Fund (G) |
Rank 3 |
102.95 | -2.8 | -3.3 | 5.5 | -4.4 | -0.6 | 10.1 | 3.2 | |
| Birla SL Dividend Yield (G) |
Rank 2 |
1,162.99 | -5.9 | -6.8 | 3.1 | -4.4 | 2.8 | 15.4 | 11.6 | |
| Reliance Long Term Equity (G) |
Rank 5 |
1,056.42 | -3.9 | -0.9 | 8.3 | -4.6 | -0.6 | 9.7 | 5.1 | |
| JPMorgan (I) Smaller Co. (G) | Rank 3 |
135.52 | -2.4 | -0.4 | 8.6 | -4.6 | 2.1 | 15.0 | -- | |
| DSP-BR Small & Mid Cap -RP (G) |
Rank 3 |
1,179.73 | -4.7 | -4.1 | 6.0 | -4.8 | 1.7 | 17.3 | 7.8 | |
| Franklin India Prima Fund (G) |
Rank 3 |
726.18 | -3.7 | -3.3 | 5.7 | -4.9 | 1.3 | 13.8 | 3.8 | |
| Kotak Mid-Cap Fund (G) |
Rank 3 |
264.50 | -4.9 | -2.9 | 7.5 | -4.9 | 0.9 | 13.2 | 1.3 | |
| ICICI Pru MidCap Fund (G) |
Rank 4 |
257.03 | -5.2 | -2.3 | 13.1 | -5.1 | -4.1 | 11.5 | -0.5 | |
| Principal Emerging Bluechip(G) | Rank 4 |
278.27 | -3.6 | 1.2 | 12.6 | -5.3 | -4.0 | 11.4 | -- | |
| SBI Magnum Midcap Fund (G) |
Rank 4 |
216.75 | -4.6 | -4.1 | 5.1 | -5.9 | -1.0 | 5.2 | -2.5 | |
| Birla SL Pure Value Fund (G) |
Rank 4 |
60.49 | -3.4 | -5.1 | 3.1 | -6.4 | -1.7 | 11.5 | -- | |
| Birla Sun Life Midcap Fund -A (G) |
Rank 4 |
1,309.10 | -4.0 | -4.2 | 4.4 | -7.2 | -3.0 | 9.9 | 6.4 | |
| Franklin (I) Smaller Cos (G) |
Rank 3 |
335.32 | -3.8 | -2.2 | 7.7 | -7.3 | 0.7 | 11.9 | 2.6 | |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,986.15 | -4.1 | -6.4 | 2.0 | -7.3 | 1.3 | 11.0 | 7.5 | |
| Sundaram SMILE Fund - IP (G) | Not Ranked |
2.07 | -4.6 | -2.5 | 7.3 | -7.8 | -4.7 | -- | -- | |
| L&T Midcap Fund (G) |
Rank 3 |
54.77 | -3.3 | -3.1 | 6.2 | -7.9 | -1.1 | 11.4 | 5.4 | |
| Sahara Midcap Fund (G) | Not Ranked |
11.48 | -5.1 | -6.9 | 4.5 | -8.0 | -1.4 | 11.2 | 6.5 | |
| Sundaram SMILE Fund (G) | Rank 5 |
449.79 | -4.7 | -2.7 | 6.7 | -8.2 | -5.3 | 7.4 | 7.6 | |
| Taurus Discovery Fund (G) | Not Ranked |
22.51 | -2.7 | -3.0 | 2.5 | -8.7 | -6.3 | 3.1 | -5.4 | |
| ING Midcap Fund (G) | Not Ranked |
31.76 | -5.9 | -8.6 | 2.7 | -9.1 | -1.6 | 9.6 | 0.3 | |
| Reliance Small Cap Fund (G) |
Not Ranked |
303.84 | -3.6 | -1.7 | 6.0 | -9.2 | -- | -- | -- | |
| UTI Master Value Fund (G) |
Rank 3 |
650.79 | -5.1 | -6.3 | 1.8 | -9.3 | 0.5 | 16.0 | 8.6 | |
| Motilal MOSt Shares Midcap 100 ETF | Not Ranked |
77.99 | -5.8 | -8.7 | 5.7 | -10.5 | -- | -- | -- | |
| HSBC Midcap Equity Fund (G) | Rank 5 |
104.91 | -7.3 | -4.9 | 9.9 | -11.0 | -10.2 | 2.9 | -3.5 | |
| HSBC Small Cap Fund (G) | Not Ranked |
20.90 | -6.5 | -6.6 | 4.2 | -18.9 | -13.7 | 4.3 | -- | |
| Edelweiss Select Midcap Fund (G) |
Not Ranked |
4.78 | -4.3 | -5.0 | 4.5 | -- | -- | -- | -- | |
| Birla Sun Life Midcap Fund -B (G) |
Not Ranked |
1.83 | -- | -- | -- | -- | -- | -- | -- | |
| CATEGORY AVERAGE | -4.2 | -0.2 | 5.5 | -3.2 | 1.7 | 13.3 | 3.4 | |||
Note : Returns have been calculated based on NAV's as on May 28, 2012 & Index values as on May 28, 2012
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.
Quick Links (Mouseover on 
for more information)
for more information)