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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 May 23, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance Mid & Small Cap Fund (G) Rank 4
2,417.62 -1.1 6.4 17.8 29.4 13.1 21.3 24.7
L&T Emerging Businesses Fund-DP (G) Not Ranked
41.52 2.0 14.2 31.5 54.0 26.9 28.3 --
L&T Emerging Businesses Fund-RP (G) Not Ranked
492.49 1.9 13.9 31.1 52.8 26.0 27.4 --
Sahara Midcap Fund - Direct (G) Not Ranked
5.20 -0.7 8.5 23.6 45.6 22.8 21.0 --
L&T Midcap Fund -Direct (G) Rank 2
43.50 0.5 11.0 25.9 44.4 20.9 28.6 --
L&T Midcap Fund (G) Rank 2
564.73 0.4 10.7 25.4 43.2 19.9 27.5 28.6
Sponsored Advt.
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,719.48 -1.8 7.5 20.2 37.0 19.5 23.9 25.6
Sahara Midcap Fund (G) Not Ranked
3.87 -0.9 7.9 22.4 42.9 20.9 19.7 23.4
Reliance Small Cap - Direct (G) Rank 2
358.56 -2.4 11.5 27.3 42.8 23.6 30.6 --
Birla SL Small & Midcap -Direct (G) Rank 1
61.04 -1.7 12.0 26.7 42.5 23.9 27.5 --
Mirae Emerging Bluechip -Direct (G) Rank 1
419.57 -- 7.8 23.3 41.7 22.9 30.8 --
Birla SL Small and Midcap Fund (G) Rank 1
422.72 -1.8 11.7 26.0 41.2 22.8 26.3 26.8
Reliance Small Cap Fund (G) Rank 2
2,626.97 -2.5 11.3 26.6 41.2 22.3 29.3 32.9
Mirae Emerging Bluechip Fund (G) Rank 1
2,785.30 -- 7.6 22.9 40.6 21.8 29.7 32.2
Can Robeco Emer-Equities-Direct (G) Rank 2
171.05 -1.3 12.3 27.8 40.2 19.4 29.3 --
Sahara Star Value Fund -Direct (G) Not Ranked
0.07 -1.9 10.4 24.2 38.6 19.7 15.0 --
Sahara Star Value Fund (G) Not Ranked
0.57 -1.9 10.4 24.1 38.5 20.1 12.6 18.0
Can Robeco Emerg-Equities (G) Rank 2
1,301.40 -1.4 11.9 27.0 38.5 18.1 28.0 30.0
Sundaram Select Micro Cap-Sr 6-DP-G Not Ranked
14.54 -1.6 11.0 28.3 38.2 21.2 -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
6.62 -1.6 11.1 28.5 38.2 22.6 -- --
DSP-BR Small & Mid Cap -Direct (G) Rank 3
206.69 -1.7 7.7 20.7 38.1 20.4 24.8 --
Sundaram Select Micro Cap-Sr 7-DP-G Not Ranked
3.72 -1.6 10.9 28.2 37.9 21.2 -- --
Sundaram Select Micro Cap-Sr 6-RP-G Not Ranked
275.08 -1.6 10.9 28.1 37.7 20.7 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
187.24 -1.6 11.0 28.2 37.7 22.1 -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.36 2.0 12.8 24.9 37.6 18.9 -- --
Sundaram Small Cap - Series IV-DP-G Not Ranked
0.84 -0.8 5.7 19.6 37.6 14.9 -- --
Sundaram Small Cap - Series III-DP-G Not Ranked
0.88 -0.8 5.8 19.7 37.5 15.0 -- --
Sundaram Select Micro Cap-Sr 7-RP-G Not Ranked
151.63 -1.6 10.8 28.0 37.4 20.7 -- --
Sundaram Small Cap - Series II-DP-G Not Ranked
1.42 -0.9 5.7 19.4 37.3 14.6 -- --
Sundaram Small Cap - Series III-RP-G Not Ranked
46.56 -0.8 5.7 19.5 37.1 14.5 -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
204.63 2.0 12.8 24.7 37.1 18.4 -- --
Sundaram Small Cap - Series IV-RP-G Not Ranked
49.21 -0.8 5.6 19.4 37.1 14.4 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 3
2,719.48 -1.8 7.5 20.2 37.0 19.5 23.9 25.6
Sundaram Small Cap - Series II-RP-G Not Ranked
74.03 -0.9 5.6 19.2 36.8 14.1 -- --
DSP-BR Micro Cap Fund - Direct (G) Rank 1
708.37 -1.5 8.1 21.0 36.5 22.2 35.3 --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
2.16 -1.8 7.1 23.6 36.4 15.4 -- --
Sundaram SMILE Fund -Direct (G) Rank 3
59.36 -1.6 12.0 26.9 36.3 15.6 25.9 --
Sundaram SMILE Fund - IP (G) Rank 3
0.02 -1.6 12.0 26.9 36.3 15.6 25.9 27.9
IDFC Sterling Equity - Direct (G) Rank 4
93.00 -1.0 11.9 27.7 36.2 13.8 20.8 --
Taurus Discovery Fund -Direct (G) Not Ranked
0.47 -0.9 9.3 21.9 35.8 13.8 21.3 --
Sundaram SMILE Fund (G) Rank 3
1,045.83 -1.7 11.7 26.6 35.8 15.2 25.3 27.3
DSP-BR Micro Cap Fund - RP (G) Rank 1
4,258.41 -1.6 8.0 20.7 35.6 21.4 34.3 31.9
Sundaram Select Micro Cap-Sr 9-DP-G Not Ranked
2.56 -2.5 9.9 25.4 35.5 -- -- --
Sundaram Select Micro Cap-Sr 8-DP-G Not Ranked
3.57 -2.5 9.9 25.5 35.4 -- -- --
Birla SL Pure Value - Direct (G) Rank 3
166.31 -4.0 3.8 19.9 35.4 19.1 17.5 --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.86 -1.9 8.4 21.0 35.4 19.8 -- --
Taurus Discovery Fund (G) Not Ranked
39.60 -0.9 9.3 21.7 35.2 13.0 20.6 25.5
HDFC MidCap Opport.- Direct (G) Rank 3
1,605.39 -1.3 6.2 18.1 35.1 16.7 24.3 --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.56 -3.1 5.7 19.2 35.0 19.1 -- --
IDFC Sterling Equity Fund - RP (G) Rank 4
1,178.41 -1.1 11.6 27.0 34.9 12.8 19.8 21.0
Sundaram Select Micro Cap-Sr 8-RP-G Not Ranked
112.22 -2.6 9.8 25.2 34.8 -- -- --
Sundaram Select Micro Cap-Sr 9-RP-G Not Ranked
66.11 -2.6 9.8 25.2 34.8 -- -- --
Sundaram Select Micro Cap-Sr 10-DP-G Not Ranked
1.70 -2.5 9.8 25.1 34.7 -- -- --
Kotak Mid-Cap Fund - Direct (G) Rank 2
13.54 -1.3 7.7 21.1 34.6 19.1 26.6 --
ICICI Pru MidCap Fund - Direct (G) Rank 3
89.43 -3.4 4.3 19.6 34.5 12.1 21.5 --
Kotak Emerging Equity - Direct (G) Rank 2
73.04 -1.8 7.2 20.7 34.4 18.5 30.0 --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
268.95 -3.2 5.6 19.1 34.4 18.6 -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
9.46 -3.6 5.2 18.3 34.2 18.2 -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
57.44 -2.0 8.2 20.5 34.2 18.7 -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
236.55 -1.9 6.7 22.5 34.2 13.6 -- --
Sundaram Select Micro Cap-Sr 10-RP-G Not Ranked
42.72 -2.5 9.6 24.9 34.1 -- -- --
Birla SL Pure Value Fund (G) Rank 3
688.82 -4.0 3.5 19.3 34.0 18.0 16.4 27.8
HDFC MidCap Opportunities (G) Rank 3
12,753.08 -1.4 6.0 17.5 33.9 15.6 23.2 26.7
Motilal MOSt Shares Midcap 100 ETF Not Ranked
25.82 -2.2 6.6 21.3 33.9 15.3 18.6 21.2
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
138.19 -3.7 5.1 18.1 33.8 17.7 -- --
Birla SL Midcap Fund -Direct (G) Rank 3
72.41 -1.5 8.4 19.5 33.6 16.5 24.4 --
ICICI Pru MidCap Fund (G) Rank 3
1,064.62 -3.5 4.0 19.0 33.1 11.1 20.4 24.3
Sundaram Select Midcap -Direct (G) Rank 3
366.07 -2.1 5.4 18.7 33.1 17.4 24.8 --
Sundaram Select Midcap -IP (D) Rank 3
0.21 -2.1 5.4 18.7 33.1 17.4 24.8 27.8
Sundaram Select Midcap -RP (G) Rank 3
4,246.28 -2.1 5.2 18.3 32.6 17.0 24.2 27.3
Kotak Mid-Cap Fund - Regular(G) Rank 2
533.57 -1.5 7.3 20.1 32.5 17.2 24.8 25.0
Kotak Emerging Equity - Regular (G) Rank 2
1,329.58 -1.9 6.8 19.8 32.4 16.7 28.3 26.8
Birla Sun Life Midcap Fund (G) Rank 3
1,810.60 -1.6 8.1 18.9 32.3 15.5 23.3 24.2
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
3.30 3.4 7.4 9.4 31.0 19.1 -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
131.48 -2.2 7.3 20.0 30.8 19.3 35.8 --
Reliance Mid & Small Cap - Direct (G) Rank 4
152.20 -1.0 6.7 18.4 30.7 14.1 22.4 --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
269.67 3.4 7.4 9.4 30.6 18.6 -- --
Franklin (I) Smaller Co -Direct (G) Rank 2
862.32 -1.7 8.0 19.6 30.2 18.3 28.0 --
Franklin (I) Prima - Direct (G) Rank 3
517.61 -2.0 6.0 19.5 29.5 15.9 24.8 --
SBI Small & Midcap Fund (G) Not Ranked
543.20 -2.2 7.0 19.4 29.4 17.8 34.0 --
Reliance Mid & Small Cap Fund (G) Rank 4
2,417.62 -1.1 6.4 17.8 29.4 13.1 21.3 24.7
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.31 1.4 9.1 18.6 29.2 12.3 15.7 --
Edelweiss M&S CP-DP (G) Not Ranked
14.01 -0.2 9.3 19.8 28.7 12.3 23.1 --
Franklin (I) Smaller Cos (G) Rank 2
3,838.74 -1.8 7.6 18.9 28.6 16.7 26.3 32.4
Sahara Wealth Plus - VPO (G) Not Ranked
8.56 1.4 8.9 18.3 28.6 11.7 15.2 20.7
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
6.34 -1.4 9.6 21.2 28.4 13.9 -- --
Templeton (I) Equity Income - Dir (G) Not Ranked
27.75 0.1 4.1 15.4 28.3 9.3 14.5 --
Invesco India Mid Cap-Direct (G) Not Ranked
5.05 -2.6 6.6 18.7 28.2 13.2 22.1 --
Franklin India Prima Fund (G) Rank 3
4,457.05 -2.1 5.7 18.9 28.2 14.6 23.3 28.0
Invesco India Mid N Small-DP (G) Not Ranked
28.07 -2.3 6.9 19.4 28.1 13.2 21.5 --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
44.53 -1.5 9.4 21.1 28.1 13.6 -- --
Edelweiss M&S CP (G) Not Ranked
451.71 -0.2 9.2 19.5 28.0 11.7 22.0 26.9
Tata Mid Cap Growth - Direct (G) Rank 3
22.60 -3.2 6.5 20.5 27.6 9.9 23.1 --
BNP Paribas Mid Cap Fund -Dir (G) Rank 3
91.56 -2.4 9.4 20.1 27.6 14.7 23.1 --
Templeton (I) Equity Income (G) Not Ranked
912.38 0.1 3.9 14.9 27.4 8.6 13.8 17.7
Tata Mid Cap Growth Fund (G) Rank 3
537.77 -3.3 6.4 20.1 26.8 9.1 22.2 25.0
HSBC Midcap Equity - Direct (G) Not Ranked
71.07 -3.5 4.0 23.0 26.7 14.1 22.1 --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.02 1.2 8.4 17.2 26.2 9.7 13.5 --
Invesco India Mid Cap (G) Not Ranked
145.39 -2.7 6.2 17.7 26.0 11.2 20.0 25.2
Invesco India Mid N SmallCap (G) Not Ranked
420.06 -2.5 6.4 18.3 25.9 11.3 19.5 25.8
HSBC Midcap Equity Fund (G) Not Ranked
329.75 -3.6 3.9 22.6 25.8 13.3 21.2 24.3
Sahara Wealth Plus - FPO (G) Not Ranked
1.44 1.2 8.3 17.0 25.8 9.4 13.2 19.0
BNP Paribas Mid Cap Fund (G) Rank 3
623.45 -2.5 9.0 19.2 25.7 13.1 21.5 26.7
Motilal Focused Midcap 30 - DP (G) Rank 4
493.73 -4.2 5.7 14.0 24.1 12.3 27.2 --
UTI Mid Cap - Direct (G) Rank 4
268.35 -2.3 5.8 16.7 24.0 11.3 23.7 --
Can Robeco India Opport. - DP-(G) Not Ranked
12.96 -1.0 9.8 20.2 23.8 9.1 -- --
Can Robeco India Opport. - RP-(G) Not Ranked
107.84 -1.0 9.7 20.0 23.4 8.8 -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
7.34 -0.7 10.9 20.7 23.2 11.5 28.8 --
Axis Small Cap Fund - Direct (G) Not Ranked
7.20 -2.3 4.1 14.1 23.1 12.9 22.0 --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.49 -0.8 10.8 20.4 23.0 11.4 28.5 --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.65 -0.9 10.6 20.0 22.9 11.3 29.1 --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.50 -0.8 10.7 20.4 22.9 11.4 28.6 --
UTI Mid Cap (G) Rank 4
3,375.48 -2.3 5.5 16.1 22.8 10.3 22.6 26.6
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
101.45 -0.8 10.8 20.5 22.8 11.0 27.7 --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.67 -0.8 10.7 20.2 22.6 11.0 27.4 --
Motilal Focused Midcap 30 - RP (G) Rank 4
747.85 -4.3 5.4 13.3 22.6 11.0 25.6 --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.85 -0.9 10.5 19.8 22.5 10.9 28.1 --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.73 -0.8 10.6 20.2 22.5 11.0 27.5 --
Axis Small Cap Fund (G) Not Ranked
354.31 -2.4 3.7 13.5 21.8 11.6 20.7 --
SBI Magnum Midcap Fund - Direct (G) Rank 3
422.13 -2.2 4.2 12.9 21.0 13.7 25.3 --
Union Small & Mid Cap -DP (G) Not Ranked
7.96 -2.1 8.0 18.4 20.4 7.1 -- --
SBI Magnum Midcap Fund (G) Rank 3
2,879.56 -2.3 3.9 12.3 19.7 12.4 24.1 29.1
Union Small & Mid Cap -RP (G) Not Ranked
193.54 -2.2 7.7 17.8 19.1 5.8 -- --
IDFC Premier Equity - Direct (G) Rank 5
527.58 -0.9 7.3 17.8 18.9 7.1 18.2 --
IDFC Premier Equity - Regular (G) Rank 5
5,234.04 -0.9 7.1 17.4 17.9 6.4 17.4 21.3
Axis Mid Cap Fund - Direct (G) Rank 5
60.21 -0.8 5.7 15.2 17.8 5.6 15.8 --
Axis Mid Cap Fund (G) Rank 5
1,106.58 -0.9 5.5 14.6 16.5 4.4 14.4 22.9
SBI Emerging Businesses -Direct (G) Rank 4
153.28 -1.5 4.2 10.2 15.3 9.9 18.5 --
SBI Emerging Busi (G) Rank 4
1,630.28 -1.6 4.0 9.8 14.3 8.9 17.5 19.0
Birla SL MNC Fund -Direct (G) Rank 4
289.82 1.2 8.3 15.8 13.3 6.5 25.5 --
SBI Magnum Global Fund - Direct (G) Rank 5
229.43 -1.7 4.8 8.3 12.8 5.3 18.3 --
Birla Sun Life MNC Fund (G) Rank 4
2,844.89 1.1 8.1 15.2 12.0 5.3 24.2 23.7
SBI Magnum Global Fund (G) Rank 5
2,713.09 -1.8 4.6 7.8 11.7 4.3 17.2 21.5
IDBI Midcap Fund - RP (G) Not Ranked
149.52 -1.3 4.1 -- -- -- -- --
Sundaram Select Micro Cap-Sr 15-DP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 14-RP-G Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 14-DP-G Not Ranked
0.00 -- -- -- -- -- -- --
IDBI Midcap Fund - DP (G) Not Ranked
1.96 -1.0 4.7 -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-DP-G Not Ranked
1.11 -1.5 6.2 -- -- -- -- --
Sundaram Select Micro Cap-Sr 12-RP-G Not Ranked
18.07 -1.6 5.8 -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-DP-G Not Ranked
0.99 -1.9 5.8 -- -- -- -- --
Sundaram Select Micro Cap-Sr 11-RP-G Not Ranked
38.66 -2.0 5.7 -- -- -- -- --
Sundaram Select Micro Cap-Sr 15-RP-G Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE -1.4 7.6 18.8 28.7 13.0 15.4 14.3

Note : Returns have been calculated based on NAV's as on May 23, 2017 & Index values as on May 23, 2017

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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