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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 - Ranks - as on Oct 22, 2014

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Reliance Small Cap - Direct (G) Not Ranked
31.21 23 6 9 1 -- -- --
Reliance Small Cap Fund (G) Rank 1
535.00 28 7 10 2 2 2 --
Sundaram SMILE Fund -Direct (G) Not Ranked
3.50 3 1 11 3 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 3 1 12 4 12 16 --
HSBC Midcap Equity - Direct (G) Not Ranked
19.66 78 78 42 5 -- -- --
Sundaram SMILE Fund (G) Rank 4
332.35 5 3 13 6 16 20 35
HSBC Midcap Equity Fund (G) Rank 3
108.05 82 87 46 7 33 31 41
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
15.73 46 17 14 8 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 3
506.69 48 19 15 9 8 12 1
UTI Mid Cap - Direct (G) Not Ranked
32.61 17 4 18 10 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.67 69 40 16 10 -- -- --
UTI Mid Cap (G) Rank 2
931.38 22 5 19 12 3 8 11
Can Robeco Emerg-Equities (G) Not Ranked
52.29 74 42 17 13 6 4 3
Birla SL Pure Value - Direct (G) Not Ranked
11.44 20 111 32 14 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.13 111 113 27 15 -- -- --
Birla SL Pure Value Fund (G) Rank 1
97.71 23 112 35 16 4 13 14
ICICI Pru MidCap Fund - Direct (G) Not Ranked
10.07 91 80 44 17 -- -- --
ICICI Pru MidCap Fund (G) Rank 3
318.91 93 88 47 18 11 19 25
Reliance Long Term Eqty -Direct (G) Not Ranked
4.78 26 27 21 19 -- -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
31.57 45 20 26 20 -- -- --
Reliance Long Term Equity (G) Rank 3
945.05 33 33 23 21 21 20 21
Franklin (I) Smaller Cos (G) Rank 1
556.14 49 22 29 22 1 1 5
Mirae Emerging Bluechip -Direct (G) Not Ranked
14.06 27 15 36 23 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 2
283.45 34 18 39 24 7 3 --
Kotak Emerging Equity -Direct (G) Not Ranked
0.26 87 21 22 25 -- -- --
Sahara Star Value Fund (G) Not Ranked
1.59 110 114 83 26 45 46 40
Kotak Emerging Equity (G) Not Ranked
56.73 88 23 25 27 30 25 30
L&T Midcap Fund -Direct (G) Not Ranked
1.79 36 33 27 28 -- -- --
SBI Midcap Fund - Direct (G) Not Ranked
38.56 14 28 61 29 -- -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
4.47 51 41 38 30 -- -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 56 66 48 31 -- -- --
L&T Midcap Fund (G) Rank 2
133.55 41 36 30 31 14 16 28
SBI Magnum Midcap Fund (G) Rank 2
325.50 16 32 67 33 5 6 18
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 15 44 70 34 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 61 67 54 35 9 5 7
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.64 54 51 49 36 -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 18 47 74 37 19 16 4
Axis Mid Cap Fund (G) Rank 3
337.30 53 45 41 37 20 9 --
Tata Mid Cap Growth - Direct (G) Not Ranked
1.40 92 58 33 39 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
2.66 59 70 44 40 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
58.07 63 61 57 41 22 22 10
Tata Mid Cap Growth Fund (G) Rank 3
215.08 96 65 37 42 23 23 27
Principal Emer-Bluechip -Direct (G) Not Ranked
6.55 31 24 62 43 -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
44.90 94 71 58 44 -- -- --
JPMorgan (I) Smaller Co. (G) Rank 2
115.36 67 79 51 44 14 15 16
Principal Emerging Bluechip(G) Rank 3
281.30 37 25 66 46 17 7 24
Sundaram Select Midcap -IP (D) Not Ranked
0.99 94 71 59 46 25 27 20
Religare Invesco Mid N Small-DP (G) Not Ranked
6.00 41 49 64 48 -- -- --
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 98 80 63 49 26 29 23
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
20.14 100 77 76 50 -- -- --
Sahara Midcap Fund (G) Not Ranked
3.75 112 64 72 51 30 36 32
Sahara Midcap Fund - Direct (G) Not Ranked
5.48 112 63 71 51 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
49.71 19 29 65 53 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,102.08 101 84 80 54 35 38 19
Religare Invesco Mid N SmallCap (G) Rank 2
123.11 47 58 69 55 12 14 2
Kotak Mid-Cap Fund - Direct (G) Not Ranked
2.01 31 26 52 56 -- -- --
Franklin India Prima Fund (G) Rank 3
1,362.99 28 38 68 57 10 11 17
Kotak Mid-Cap Fund (G) Rank 4
243.65 38 30 55 58 39 32 28
SBI Magnum Global Fund - Direct (G) Not Ranked
20.67 80 56 75 59 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.11 55 43 49 60 -- -- --
ING Midcap Fund -Direct (G) Not Ranked
1.12 114 68 92 61 -- -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
11.96 6 75 73 62 -- -- --
Taurus Discovery Fund (G) Not Ranked
24.41 57 46 53 63 35 28 37
SBI Magnum Global Fund (G) Rank 3
1,047.29 82 61 79 64 24 24 14
Birla SL Small & Midcap -Direct (G) Not Ranked
1.01 21 94 84 65 -- -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,104.83 7 86 77 66 40 40 38
ING Midcap Fund (G) Not Ranked
28.21 115 69 93 67 38 35 33
Birla SL Small and Midcap Fund (G) Rank 3
101.40 25 97 86 68 32 39 31
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
1.00 11 48 40 69 -- -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
BNP Paribas Mid Cap Fund (G) Rank 2
114.12 13 56 43 70 18 10 5
Birla SL Buy India -Direct (G) Not Ranked
0.75 30 52 78 71 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
214.86 63 74 89 72 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
13.12 84 50 56 73 -- -- --
Birla Sun Life Buy India (G) Not Ranked
37.01 35 54 81 74 28 30 25
IDFC Premier Equity - B (G) Not Ranked
46.83 68 80 90 75 27 32 12
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 70 84 91 76 28 32 13
Birla Sun Life MNC Fund (G) Rank 4
516.46 86 55 60 77 34 26 7
SBI Emerging Businesses -Direct (G) Not Ranked
76.40 89 103 87 78 -- -- --
SBI Emerging Busi (G) Rank 5
1,266.46 90 105 88 79 44 36 9
Motilal MOSt Shares Midcap 100 ETF Not Ranked
198.77 62 106 94 80 46 45 --
IDFC Sterling Equity - Direct (G) Not Ranked
53.62 108 52 82 81 -- -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.20 38 89 95 82 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,436.55 109 60 85 83 43 40 22
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 111 79 20 83 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
8.07 43 91 96 84 37 43 --
HSBC Small Cap Fund (G) Not Ranked
13.45 112 80 23 85 49 48 30
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.08 66 109 98 85 -- -- --
Sundaram Equity Multiplier (G) Rank 4
114.39 72 110 100 86 48 47 42
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.17 102 98 101 87 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.90 103 99 103 88 41 42 34
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 116 105 84 88 49 43 1
Sundaram Rural India -Direct (G) Not Ranked
0.11 103 93 97 89 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 106 100 105 90 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.59 107 101 106 91 42 44 36
Sundaram Rural India Fund (G) Rank 5
118.10 105 96 99 92 47 47 39
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
28.72 85 16 7 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
2.78 75 13 3 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
10.34 97 102 -- -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
45.38 81 11 5 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
129.32 99 104 -- -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
13.30 10 80 31 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
0.51 8 71 -- -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
4.04 38 30 20 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
10.18 76 108 -- -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
0.32 76 106 -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
207.61 16 35 24 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
4.30 52 10 4 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
36.84 57 13 8 -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
76.92 65 95 104 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
0.00 49 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
0.00 44 -- -- -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
44.90 12 90 34 -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.13 60 92 102 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.22 1 36 -- -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
70.28 78 12 5 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
106.82 2 39 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
44.89 9 75 -- -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
2.49 73 8 1 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
3.96 71 9 2 -- -- -- --

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