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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 Apr 22, 2014
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Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance Small Cap - Direct (G) Not Ranked
4.62 8.6 14.6 41.0 46.9 -- -- --
Reliance Small Cap Fund (G) Rank 3
305.85 8.5 14.3 40.5 45.9 23.2 11.5 --
UTI Mid Cap - Direct (G) Not Ranked
1.64 7.6 17.5 35.9 43.9 -- -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
4.71 8.7 18.7 32.1 43.7 -- -- --
UTI Mid Cap (G) Rank 3
244.10 7.6 17.3 35.6 43.2 22.1 13.0 26.5
Birla SL Pure Value - Direct (G) Not Ranked
0.52 14.7 23.7 38.9 43.2 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
316.35 8.7 18.6 31.8 43.1 28.5 15.4 27.5
Birla SL Pure Value Fund (G) Not Ranked
40.62 14.6 23.5 38.4 42.3 22.4 11.5 24.1
ICICI Pru MidCap Fund - Inst. I Not Ranked
1.59 11.2 17.8 38.7 40.5 19.5 10.8 24.4
HSBC Small Cap Fund - Direct (G) Not Ranked
0.01 11.2 25.0 48.1 40.2 -- -- --
SBI Midcap Fund - Direct (G) Not Ranked
1.81 2.6 10.5 31.5 40.1 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
0.98 11.1 18.3 38.6 39.9 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
182.84 2.6 10.4 31.1 39.4 25.7 14.9 23.4
HSBC Small Cap Fund (G) Not Ranked
12.55 11.1 24.8 47.7 39.3 17.5 2.1 17.6
ICICI Pru MidCap Fund (G) Rank 4
185.53 11.0 18.0 38.1 39.0 17.6 9.1 22.4
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
6.50 7.6 16.6 34.9 38.1 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 4
338.15 7.5 16.4 34.5 37.2 16.6 9.6 30.2
Sahara Midcap Fund - Direct (G) Not Ranked
0.09 8.1 14.4 27.8 37.0 -- -- --
Sahara Midcap Fund (G) Not Ranked
8.36 8.1 14.5 27.8 37.0 15.0 6.7 22.7
Mirae Emerging Bluechip -Direct (G) Not Ranked
1.41 6.2 16.0 32.2 37.0 -- -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
1.34 7.0 15.9 27.4 35.9 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 1
155.88 6.1 15.7 31.5 35.6 23.9 16.3 --
HDFC MidCap Opp.- Direct (G) Not Ranked
73.18 8.4 16.2 31.9 35.3 -- -- --
Religare Invesco Mid N SmallCap (G) Not Ranked
43.59 6.9 15.5 26.8 34.8 22.3 15.6 30.5
HDFC MidCap Opportunities (G) Rank 2
2,729.78 8.3 16.1 31.5 34.6 19.8 14.3 28.8
HSBC Midcap Equity - Direct (G) Not Ranked
0.13 9.5 18.5 47.0 34.3 -- -- --
HSBC Midcap Equity Fund (G) Not Ranked
72.46 9.5 18.3 46.5 33.4 12.4 3.2 15.3
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.46 7.6 17.1 28.7 32.9 -- -- --
L&T Midcap Fund -Direct (G) Not Ranked
0.39 7.7 15.0 26.2 32.9 -- -- --
ICICI Pru Discovery -Inst -I Not Ranked
35.27 9.1 18.4 29.1 32.8 22.5 13.9 30.8
Franklin (I) Prima - Direct (G) Not Ranked
19.15 7.3 15.5 25.6 32.8 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.23 7.7 15.4 32.3 32.8 -- -- --
ICICI Pru Discovery - Direct (G) Not Ranked
116.05 9.1 18.1 29.2 32.5 -- -- --
Reliance Long Term Eqty -Direct (G) Not Ranked
1.20 12.4 13.4 31.5 32.4 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
1.26 8.0 16.0 26.3 32.4 -- -- --
L&T Midcap Fund (G) Not Ranked
75.25 7.6 14.7 25.8 31.9 17.4 8.2 22.8
Can Robeco Emerg-Equities (G) Not Ranked
37.60 7.6 15.2 31.8 31.7 17.6 11.5 28.0
Religare Invesco Mid Cap (G) Not Ranked
48.74 7.5 16.7 28.0 31.7 20.2 13.8 28.3
Franklin India Prima Fund (G) Rank 2
848.22 7.2 15.3 25.1 31.7 23.1 13.5 26.1
Reliance Long Term Equity (G) Rank 4
752.48 12.4 13.2 31.0 31.6 17.5 8.3 19.9
Tata Mid Cap Growth - Direct (G) Not Ranked
0.59 7.2 14.0 24.1 31.6 -- -- --
ICICI Pru Discovery Fund (G) Rank 3
2,679.50 9.0 17.9 28.8 31.6 21.1 12.7 29.2
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.10 4.9 9.3 17.7 31.6 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.03 10.9 18.5 38.1 31.6 -- -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.09 5.8 8.5 18.9 31.4 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.00 4.8 9.2 17.6 31.3 18.3 9.7 19.7
JPMorgan (I) Smaller Co. (G) Rank 2
112.44 7.9 15.8 25.7 31.2 20.8 11.7 25.5
Edelweiss Select Midcap Fund (G) Not Ranked
3.64 5.8 8.4 18.6 30.9 16.5 -- --
Sahara Star Value Fund (G) Not Ranked
0.99 10.7 18.3 37.7 30.9 8.8 4.3 --
Tata Mid Cap Growth Fund (G) Rank 3
180.56 7.1 13.8 23.7 30.6 17.4 10.0 21.6
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 4.8 9.0 17.2 30.5 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
1.37 6.8 16.8 27.6 30.4 -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
1.71 7.6 13.4 23.9 30.2 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.50 4.8 9.0 17.0 30.1 17.2 8.7 18.6
Sundaram SMILE Fund - IP (G) Not Ranked
0.01 15.5 20.5 32.6 30.0 14.2 5.6 --
Sundaram SMILE Fund -Direct (G) Not Ranked
1.69 15.8 20.8 33.0 30.0 -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
26.08 8.7 15.6 26.4 29.7 -- -- --
Principal Emerging Bluechip(G) Rank 3
232.80 6.8 16.6 27.2 29.7 22.2 11.1 24.7
ING Midcap Fund -Direct (G) Not Ranked
0.81 8.0 15.6 27.8 29.5 -- -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
0.12 6.3 10.9 16.3 29.5 -- -- --
Sundaram SMILE Fund (G) Rank 5
273.77 15.5 20.4 32.4 29.4 13.7 5.1 18.9
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
9.16 9.5 13.0 29.2 29.4 -- -- --
Birla SL Small and Midcap Fund (G) Not Ranked
83.52 7.5 13.2 23.4 29.2 14.9 8.5 23.3
Sundaram Select Midcap -RP (G) Rank 3
1,637.67 8.5 15.3 26.0 29.1 18.3 9.4 25.0
Sundaram Select Midcap -IP (D) Not Ranked
0.72 8.5 15.4 26.2 28.9 18.5 10.1 --
DSP-BR Small & Mid Cap -RP (G) Rank 3
948.60 9.5 12.8 28.8 28.7 15.3 7.9 25.8
BNP Paribas Mid Cap Fund (G) Not Ranked
49.31 6.3 10.7 15.8 28.5 21.1 15.0 26.4
ING Midcap Fund (G) Not Ranked
23.90 7.9 15.2 27.2 28.2 16.8 8.8 20.9
SBI Magnum Global Fund - Direct (G) Not Ranked
7.67 3.9 9.1 23.8 26.7 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
6.59 4.2 7.7 16.0 26.6 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
108.13 2.8 10.6 22.2 26.5 -- -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
1.98 7.9 15.3 27.6 26.4 -- -- --
Birla Sun Life MNC Fund (G) Rank 1
406.18 4.1 7.5 15.6 25.9 14.3 12.4 26.3
SBI Magnum Global Fund (G) Rank 2
855.89 3.8 8.9 23.4 25.9 19.3 13.0 27.4
IDFC Premier Equity - B (G) Not Ranked
42.96 2.8 10.5 21.9 25.8 18.1 12.5 25.5
IDFC Premier Equity - A (G) Rank 3
3,297.14 2.8 10.5 21.9 25.7 18.1 12.4 25.4
Axis Mid Cap Fund (G) Not Ranked
245.70 7.5 14.5 26.4 24.7 22.2 14.5 --
Birla SL Buy India -Direct (G) Not Ranked
0.64 4.7 8.6 19.9 23.0 -- -- --
Birla Sun Life Buy India (G) Not Ranked
33.41 4.6 8.4 19.6 22.3 19.0 10.1 21.5
Kotak Emerging Equity -Direct (G) Not Ranked
0.09 7.6 13.2 27.4 21.9 -- -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
8.14 7.3 14.1 23.2 21.9 -- -- --
Kotak Emerging Equity (G) Not Ranked
69.24 7.5 13.0 27.0 21.2 12.9 8.2 19.1
Birla Sun Life Midcap Fund (G) Rank 5
942.37 7.2 13.9 22.8 21.1 13.8 6.2 21.1
Kotak Mid-Cap Fund - Direct (G) Not Ranked
0.89 6.2 12.2 23.2 20.3 -- -- --
Kotak Mid-Cap Fund (G) Rank 4
233.46 6.2 12.1 22.8 19.5 13.2 7.5 21.5
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.04 7.3 9.8 18.0 19.0 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.16 5.3 11.1 20.0 18.5 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
36.58 5.5 7.8 13.2 18.4 -- -- --
Sundaram Equity Multiplier (G) Rank 5
111.62 7.0 9.4 17.5 18.4 11.1 2.7 14.2
Taurus Discovery Fund (G) Not Ranked
22.32 5.3 11.0 19.8 18.1 18.3 8.2 18.0
IDFC Sterling Equity Fund - G Rank 3
1,267.76 5.5 7.6 12.7 17.4 11.4 7.5 22.8
Motilal MOSt Shares Midcap 100 ETF Not Ranked
34.90 8.3 14.4 19.7 16.9 10.1 3.5 --
Sundaram Rural India -Direct (G) Not Ranked
0.07 4.6 7.9 15.8 16.2 -- -- --
Sundaram Rural India Fund (G) Rank 4
118.30 4.4 7.6 15.4 15.7 11.5 5.3 17.9
SBI Emerging Businesses -Direct (G) Not Ranked
60.57 5.4 7.9 18.1 11.6 -- -- --
SBI Emerging Busi (G) Rank 3
1,186.92 5.3 7.8 17.7 10.7 13.7 13.3 29.6
CATEGORY AVERAGE 7.6 14.2 27.3 30.3 9.4 5.2 10.6

Note : Returns have been calculated based on NAV's as on Apr 22, 2014 & Index values as on Apr 23, 2014

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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