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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 Aug 28, 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 -1.9 2.3 4.0 44.9 58.1 -- --
Birla Sun Life MNC Fund (G) Rank 2
1,548.97 -2.0 2.1 3.5 43.5 56.8 36.3 24.2
SBI Small & Midcap Fund -Direct (G) Not Ranked
69.09 -3.2 5.1 5.1 42.4 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
244.24 -3.1 1.1 4.1 40.8 -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.76 -5.6 3.6 4.2 40.6 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
284.99 -3.3 4.7 4.4 40.5 -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
6.80 -5.6 3.5 3.9 39.2 -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
251.05 -3.2 0.9 3.5 39.1 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.80 -5.5 3.5 3.9 39.1 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.54 -5.5 3.6 4.0 38.8 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
41.64 -5.6 3.5 3.6 38.7 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
98.50 -2.5 1.8 6.7 37.4 75.4 -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
54.54 -5.5 3.4 3.3 37.2 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
102.62 -5.6 3.3 3.2 37.1 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
68.14 -5.6 3.5 3.5 37.0 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,873.81 -2.6 1.7 6.3 36.5 74.2 38.9 19.7
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
5.59 -5.9 3.6 2.0 35.4 -- -- --
JPMorgan (I) Mid and Small Cap-DP (G) Not Ranked
9.21 -2.1 1.7 0.8 34.6 61.8 -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
155.34 -6.0 3.5 1.4 33.2 -- -- --
JPMorgan (I) Mid and Small Cap (G) Rank 1
442.00 -2.2 1.5 0.1 32.5 59.8 36.7 19.6
SBI Midcap Fund - Direct (G) Not Ranked
101.60 -3.7 0.1 4.6 31.1 62.4 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
44.75 -2.7 3.2 2.0 30.4 62.8 -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
12.66 -2.8 -0.8 -1.0 29.9 60.5 -- --
SBI Magnum Midcap Fund (G) Rank 2
870.88 -3.8 -0.1 4.0 29.9 61.2 39.2 19.6
Mirae Emerging Bluechip Fund (G) Rank 2
684.63 -2.8 2.9 1.5 29.2 61.2 37.3 22.9
Kotak Emerging Equity - Direct (G) Not Ranked
26.60 -2.9 1.2 0.2 29.2 63.6 -- --
Tata Mid Cap Growth Fund (G) Rank 2
446.83 -2.9 -1.0 -1.4 28.8 59.2 33.5 17.7
Birla SL Midcap Fund -Direct (G) Not Ranked
30.24 -3.8 1.1 0.5 28.7 55.0 -- --
Birla SL Buy India -Direct (G) Not Ranked
2.84 -4.3 -1.8 -1.3 28.5 48.7 -- --
L&T Midcap Fund -Direct (G) Not Ranked
12.12 -2.6 2.8 1.2 27.9 58.3 -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
46.12 -4.9 1.1 -0.6 27.8 66.7 -- --
Birla Sun Life Buy India (G) Not Ranked
55.62 -4.3 -2.0 -1.6 27.8 47.9 30.9 15.9
Kotak Emerging Equity - Regular (G) Rank 3
646.87 -3.0 0.9 -0.5 27.7 62.1 32.1 15.5
Sundaram Select Midcap -Direct (G) Not Ranked
90.78 -2.8 2.7 1.6 27.5 58.0 -- --
Birla Sun Life Midcap Fund (G) Rank 3
1,485.94 -3.9 0.9 0.1 27.5 53.7 28.6 13.5
Sundaram Select Midcap -IP (D) Not Ranked
0.17 -2.8 2.7 1.5 27.5 57.8 32.4 18.1
UTI Mid Cap - Direct (G) Not Ranked
104.06 -1.3 1.8 2.6 26.9 66.8 -- --
Can Robeco Emerg-Equities (G) Rank 1
427.66 -5.0 0.9 -1.0 26.9 65.5 36.5 20.7
L&T Midcap Fund (G) Not Ranked
313.34 -2.7 2.6 0.8 26.9 57.0 33.4 16.3
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
5.30 -3.8 3.2 5.4 26.9 53.1 -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
15.36 -2.5 0.2 -0.9 26.7 58.0 -- --
Sundaram Select Midcap -RP (G) Rank 4
2,840.48 -2.8 2.6 1.3 26.7 57.0 32.0 17.4
Sundaram SMILE Fund -Direct (G) Not Ranked
48.44 -6.0 -1.3 -3.8 26.5 67.9 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -6.0 -1.3 -3.8 26.5 67.7 33.3 15.2
Birla SL Small & Midcap -Direct (G) Not Ranked
5.92 -2.3 1.5 -0.4 26.3 52.4 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
123.38 -1.7 0.5 -0.4 26.1 49.9 -- --
Sundaram SMILE Fund (G) Rank 4
989.81 -6.0 -1.3 -4.0 25.9 66.9 32.6 14.6
UTI Mid Cap (G) Rank 3
2,798.06 -1.4 1.6 2.1 25.8 65.7 38.3 19.4
Principal Emerging Bluechip(G) Rank 1
468.60 -2.6 -- -1.4 25.6 56.9 35.3 16.2
BNP Paribas Mid Cap Fund (G) Not Ranked
299.10 -3.9 2.8 4.7 25.4 51.5 34.6 20.1
Birla SL Small and Midcap Fund (G) Not Ranked
178.65 -2.3 1.3 -0.7 25.3 51.1 29.0 13.7
SBI Magnum Global Fund (G) Rank 3
1,868.94 -1.8 0.3 -1.0 25.1 48.9 32.8 18.5
HSBC Midcap Equity - Direct (G) Not Ranked
67.82 -5.8 1.1 0.6 24.9 69.0 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
5.95 -2.5 2.0 -- 24.8 56.6 -- --
Franklin (I) Prima - Direct (G) Not Ranked
191.20 -3.6 -1.5 -2.9 24.2 54.4 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
56.98 -4.2 1.3 2.1 24.2 56.4 -- --
HSBC Midcap Equity Fund (G) Rank 4
302.60 -5.8 0.9 0.3 24.0 67.8 30.5 9.9
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
70.48 -4.0 3.5 -1.7 23.8 57.3 -- --
Kotak Mid-Cap Fund - Regular(G) Rank 3
338.11 -2.6 1.6 -0.7 23.3 55.1 28.7 14.5
Religare Invesco Mid Cap-Direct (G) Not Ranked
3.56 -3.6 -0.9 -4.2 23.1 57.8 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,726.22 -4.0 3.3 -2.0 23.0 56.3 30.1 14.9
Taurus Discovery Fund -Direct (G) Not Ranked
0.40 -4.1 0.1 -1.3 22.6 52.8 -- --
Axis Mid Cap Fund (G) Rank 3
1,074.34 -4.3 1.0 1.4 22.6 54.2 33.6 --
Franklin India Prima Fund (G) Rank 3
3,324.89 -3.7 -1.9 -3.6 22.3 52.6 34.1 18.2
Religare Invesco Mid N Small-DP (G) Not Ranked
24.88 -3.7 -0.8 -4.8 22.2 55.6 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
745.25 -1.6 0.4 0.7 22.0 56.2 -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
224.16 -2.8 -0.6 -0.7 22.0 62.6 -- --
Taurus Discovery Fund (G) Not Ranked
32.39 -4.1 -0.2 -1.7 21.9 52.1 30.5 12.5
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
13.55 -3.2 1.9 -1.0 21.7 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
143.57 -3.2 1.7 -1.2 21.3 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
604.33 -4.1 -2.6 -2.2 20.9 46.6 -- --
HDFC MidCap Opportunities (G) Rank 4
9,235.00 -1.7 0.2 0.2 20.9 55.1 32.2 19.8
Edelweiss Select Midcap -Direct (G) Not Ranked
0.92 -5.0 -2.7 -2.3 20.8 43.2 -- --
Religare Invesco Mid Cap (G) Not Ranked
105.59 -3.8 -1.4 -5.1 20.7 55.5 32.4 18.1
ICICI Pru MidCap Fund - Direct (G) Not Ranked
79.88 -3.3 0.2 -2.1 20.7 64.1 -- --
Reliance Small Cap - Direct (G) Not Ranked
147.43 -4.0 2.4 -0.8 20.3 70.3 -- --
IDFC Premier Equity - B (G) Not Ranked
29.92 -4.1 -2.8 -2.5 20.2 45.7 28.8 16.6
Religare Invesco Mid N SmallCap (G) Rank 3
398.93 -3.9 -1.2 -5.6 20.2 53.5 33.5 18.8
Edelweiss Select Midcap Fund (G) Not Ranked
31.62 -5.0 -2.8 -2.6 20.2 42.5 26.9 --
L&T Emerging Businesses Fund-DP (G) Not Ranked
25.51 -2.0 2.6 -0.1 20.0 -- -- --
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 -4.1 -2.8 -2.5 20.0 45.6 28.7 16.6
Franklin (I) Smaller Cos (G) Rank 2
1,963.19 -3.0 -1.1 -1.5 20.0 60.8 39.5 20.8
ICICI Pru MidCap Fund (G) Rank 3
1,201.63 -3.4 -- -2.5 19.7 62.8 34.3 14.9
Axis Small Cap Fund - Direct (G) Not Ranked
6.07 -3.5 0.1 -0.6 19.7 -- -- --
Reliance Small Cap Fund (G) Rank 3
1,419.43 -4.1 2.2 -1.1 19.3 68.9 37.9 --
L&T Emerging Businesses Fund-RP (G) Not Ranked
310.06 -2.1 2.5 -0.4 19.2 -- -- --
Reliance Mid & Small Cap - Direct (G) Not Ranked
67.36 -5.4 -0.8 -3.9 18.9 54.6 -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.71 -3.6 0.6 -4.0 18.7 -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
308.07 -3.6 -0.2 -1.1 18.4 -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
231.83 -3.6 0.5 -4.1 18.2 -- -- --
Reliance Mid & Small Cap Fund (G) Rank 4
2,235.97 -5.4 -1.0 -4.1 18.0 53.5 29.8 14.9
IDFC Sterling Equity - Direct (G) Not Ranked
121.75 -3.3 -0.6 -5.5 16.5 40.9 -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
114.61 -2.2 -- -1.2 15.9 42.3 23.8 --
Union KBC Small & Mid Cap -DP (G) Not Ranked
5.21 -4.1 -3.0 -3.3 15.9 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,681.28 -3.4 -0.8 -5.8 15.6 39.7 23.1 13.7
Birla SL Pure Value - Direct (G) Not Ranked
51.68 -3.4 2.3 -2.5 15.4 58.4 -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
2.10 -4.4 -0.3 -3.2 15.3 -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
78.71 -4.2 -3.3 -3.7 15.0 -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
186.01 -4.5 -0.4 -3.3 14.8 -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
115.87 -0.2 2.0 -2.0 14.7 38.7 -- --
Birla SL Pure Value Fund (G) Rank 3
369.13 -3.5 2.1 -2.9 14.3 57.2 34.2 16.8
SBI Emerging Busi (G) Rank 5
1,483.47 -0.3 1.8 -2.6 13.6 37.6 23.1 17.1
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
7.42 -5.1 0.2 -4.7 11.4 -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.48 -4.8 -2.8 -7.0 11.3 34.3 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.92 -4.8 -2.9 -7.2 11.0 33.9 23.0 12.1
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
2.08 -5.1 0.8 -3.7 10.9 -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
118.27 -5.1 -- -5.0 10.8 -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
224.85 -5.1 0.6 -4.6 10.1 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 -5.0 -3.3 -7.9 9.8 32.7 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.65 -5.0 -3.3 -8.0 9.5 32.3 21.7 11.0
Sahara Midcap Fund - Direct (G) Not Ranked
5.64 -2.8 2.7 -2.2 7.7 45.7 -- --
Sahara Midcap Fund (G) Not Ranked
4.28 -2.8 2.5 -2.5 7.2 45.4 24.9 11.1
Templeton (I) Equity Income - Dir (G) Not Ranked
20.89 -3.2 -5.9 -6.5 3.2 24.7 -- --
Templeton (I) Equity Income (G) Not Ranked
1,029.79 -3.3 -6.1 -6.8 2.6 24.0 17.6 10.8
Sahara Star Value Fund (G) Not Ranked
1.41 -1.8 1.1 -5.7 -4.7 41.9 16.0 6.3
Sahara Star Value Fund -Direct (G) Not Ranked
0.31 -1.8 0.9 -6.0 -5.2 47.1 -- --
Can Robeco India Opport. Sr-2 - RP-(G) Not Ranked
21.35 -7.2 0.5 -- -- -- -- --
Can Robeco India Opport. - DP-(G) Not Ranked
11.88 -5.8 -0.4 -3.1 -- -- -- --
Can Robeco India Opport. - RP-(G) Not Ranked
56.43 -5.9 -0.5 -3.4 -- -- -- --
Birla SL Emer. Leaders-Sr 6-DP (G) Not Ranked
1.47 -2.7 -1.4 -- -- -- -- --
Birla SL Emer. Leaders-Sr 6-RP (G) Not Ranked
166.46 -2.8 -1.7 -- -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.67 -4.3 -1.3 -4.1 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
46.42 -4.4 -1.6 -4.6 -- -- -- --
Can Robeco India Opport. Sr-2 - DP-(G) Not Ranked
5.28 -7.1 0.7 -- -- -- -- --
CATEGORY AVERAGE -3.7 0.4 -1.1 21.3 37.2 21.6 10.3

Note : Returns have been calculated based on NAV's as on Aug 28, 2015 & Index values as on Aug 28, 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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