Election 2014
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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 Apr 17, 2014
Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Reliance Small Cap - Direct (G) Not Ranked
4.62 18 47 5 1 -- -- --
Reliance Small Cap Fund (G) Rank 3
305.85 20 48 6 2 5 19 --
Franklin (I) Smaller Co -Direct (G) Not Ranked
4.71 30 5 20 3 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
316.35 31 6 23 4 1 2 9
UTI Mid Cap - Direct (G) Not Ranked
1.64 38 19 14 5 -- -- --
SBI Midcap Fund - Direct (G) Not Ranked
1.81 97 71 18 6 -- -- --
UTI Mid Cap (G) Rank 3
244.10 41 20 15 7 8 15 12
SBI Magnum Midcap Fund (G) Rank 2
182.84 98 72 19 8 2 5 24
Birla SL Pure Value - Direct (G) Not Ranked
0.52 1 3 11 9 -- -- --
Birla SL Pure Value Fund (G) Not Ranked
40.62 2 4 13 10 10 18 23
HSBC Small Cap Fund - Direct (G) Not Ranked
0.01 10 1 3 11 -- -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
1.59 22 17 9 12 19 25 22
HSBC Small Cap Fund (G) Not Ranked
12.55 11 2 4 13 30 51 42
ICICI Pru MidCap Fund - Direct (G) Not Ranked
0.98 21 18 10 14 -- -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
1.41 68 24 22 15 -- -- --
ICICI Pru MidCap Fund (G) Rank 4
185.53 23 21 12 16 27 32 29
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
6.50 42 33 16 17 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
0.09 25 61 41 18 -- -- --
Sahara Midcap Fund (G) Not Ranked
8.36 24 60 40 19 39 42 28
DSP-BR Micro Cap Fund - RP (G) Rank 4
338.15 45 34 17 20 34 29 3
Mirae Emerging Bluechip Fund (G) Rank 1
155.88 69 29 27 21 3 1 --
Religare Invesco Mid N Small-DP (G) Not Ranked
1.34 57 35 37 22 -- -- --
HDFC MidCap Opp.- Direct (G) Not Ranked
73.18 35 24 24 23 -- -- --
Religare Invesco Mid N SmallCap (G) Not Ranked
43.59 61 43 43 24 7 4 1
HDFC MidCap Opportunities (G) Rank 2
2,729.78 36 28 26 25 17 7 6
HSBC Midcap Equity - Direct (G) Not Ranked
0.13 12 7 1 26 -- -- --
HSBC Midcap Equity Fund (G) Not Ranked
72.46 13 10 2 27 49 49 43
L&T Midcap Fund -Direct (G) Not Ranked
0.39 39 42 56 28 -- -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.09 84 85 81 28 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
19.15 50 27 55 30 -- -- --
ICICI Pru Discovery -Inst -I Not Ranked
35.27 33 9 39 30 6 8 2
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.46 44 26 30 32 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
3.64 85 86 82 33 35 -- --
ICICI Pru Discovery - Direct (G) Not Ranked
116.05 32 8 42 34 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
0.59 66 51 72 35 -- -- --
L&T Midcap Fund (G) Not Ranked
75.25 43 46 58 35 31 36 27
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.23 28 40 21 37 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.03 6 15 7 38 -- -- --
Franklin India Prima Fund (G) Rank 2
848.22 51 29 57 38 4 11 14
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.10 78 86 86 40 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
48.74 49 32 34 40 15 11 8
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
1.26 58 50 59 42 -- -- --
ICICI Pru Discovery Fund (G) Rank 3
2,679.50 34 12 46 43 12 14 5
Reliance Long Term Eqty -Direct (G) Not Ranked
1.20 8 66 28 43 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.00 81 90 87 43 22 27 35
Sahara Star Value Fund (G) Not Ranked
0.99 7 16 8 46 52 47 --
Tata Mid Cap Growth Fund (G) Rank 3
180.56 67 52 74 47 32 26 30
Can Robeco Emerg-Equities (G) Not Ranked
37.60 29 45 25 48 25 19 7
Sundaram Select Midcap -Direct (G) Not Ranked
26.08 14 37 52 49 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
1.37 54 22 47 50 -- -- --
Reliance Long Term Equity (G) Rank 4
752.48 9 68 29 50 29 37 35
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 82 92 90 50 -- -- --
JPMorgan (I) Smaller Co. (G) Rank 2
112.44 60 53 63 53 14 19 19
Sundaram Select Midcap -RP (G) Rank 3
1,637.67 16 43 54 54 24 28 21
Sahara Wealth Plus - FPO (G) Not Ranked
1.50 83 94 91 54 28 30 38
Birla SL Small & Midcap -Direct (G) Not Ranked
1.71 52 58 66 56 -- -- --
Principal Emerging Bluechip(G) Rank 3
232.80 55 23 51 57 11 22 20
Sundaram Select Midcap -IP (D) Not Ranked
0.72 15 41 53 58 23 24 --
ING Midcap Fund -Direct (G) Not Ranked
0.81 37 35 44 58 -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
9.16 17 63 31 60 -- -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
0.12 70 73 89 61 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 3
948.60 19 65 33 62 37 38 16
Birla SL Small and Midcap Fund (G) Not Ranked
83.52 53 64 70 62 38 34 26
UTI Master Value Fund - Direct (G) Not Ranked
3.26 72 97 60 64 -- -- --
BNP Paribas Mid Cap Fund (G) Not Ranked
49.31 71 74 92 64 13 2 13
ING Midcap Fund (G) Not Ranked
23.90 40 39 49 66 33 31 33
SBI Magnum Global Fund - Direct (G) Not Ranked
7.67 74 78 61 67 -- -- --
UTI Master Value Fund (G) Rank 3
513.09 73 98 62 68 36 41 11
SBI Magnum Global Fund (G) Rank 2
855.89 75 79 63 69 16 10 10
Sundaram SMILE Fund -Direct (G) Not Ranked
1.69 3 11 32 70 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.01 4 13 35 70 45 45 --
Axis Mid Cap Fund - Direct (G) Not Ranked
1.98 26 31 38 72 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
6.59 90 86 93 73 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
108.13 93 67 65 74 -- -- --
Sundaram SMILE Fund (G) Rank 5
273.77 5 14 36 74 46 46 39
Birla Sun Life MNC Fund (G) Rank 1
406.18 91 91 94 76 40 13 14
IDFC Premier Equity - B (G) Not Ranked
42.96 94 69 68 77 20 16 17
IDFC Premier Equity - A (G) Rank 3
3,297.14 94 69 69 78 20 17 18
Axis Mid Cap Fund (G) Not Ranked
245.70 27 38 47 79 9 6 --
Birla SL Buy India -Direct (G) Not Ranked
0.64 77 81 79 80 -- -- --
Birla Sun Life Buy India (G) Not Ranked
33.41 78 82 80 81 18 23 31
Birla SL Midcap Fund -Direct (G) Not Ranked
8.14 56 54 73 82 -- -- --
Kotak Emerging Equity -Direct (G) Not Ranked
0.09 46 55 45 83 -- -- --
Birla Sun Life Midcap Fund (G) Rank 5
942.37 59 56 74 84 42 43 33
Kotak Mid-Cap Fund - Direct (G) Not Ranked
0.89 63 59 67 85 -- -- --
Kotak Emerging Equity (G) Not Ranked
69.24 48 57 50 86 44 34 37
Kotak Mid-Cap Fund (G) Rank 4
233.46 64 61 70 87 43 40 31
IDFC Sterling Equity - Direct (G) Not Ranked
36.58 86 95 97 88 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.16 88 75 76 89 -- -- --
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.04 62 77 85 90 -- -- --
Taurus Discovery Fund (G) Not Ranked
22.32 89 76 77 91 26 33 40
IDFC Sterling Equity Fund - G Rank 3
1,267.76 87 96 98 92 46 39 25
Sundaram Equity Multiplier (G) Rank 5
111.62 65 80 88 93 50 50 44
Motilal MOSt Shares Midcap 100 ETF Not Ranked
34.90 47 49 78 94 51 48 --
Sundaram Rural India -Direct (G) Not Ranked
0.07 92 89 95 95 -- -- --
Sundaram Rural India Fund (G) Rank 4
118.30 96 93 96 96 48 44 41
SBI Emerging Businesses -Direct (G) Not Ranked
60.57 76 83 83 97 -- -- --
SBI Emerging Busi (G) Rank 3
1,186.92 80 84 84 98 40 9 4

Note : Returns have been calculated based on NAV's as on Apr 17, 2014 & Index values as on Apr 17, 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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