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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 01, 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 9 15 12 1 -- -- --
Reliance Small Cap Fund (G) Rank 1
535.00 10 19 13 2 1 2 --
HSBC Midcap Equity - Direct (G) Not Ranked
19.66 28 79 37 3 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
108.05 29 84 39 4 33 29 40
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
15.73 21 3 14 5 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 3
506.69 24 6 15 6 10 12 2
Sundaram SMILE Fund -Direct (G) Not Ranked
3.50 14 28 9 7 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.13 108 113 18 8 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 13 27 10 9 21 20 --
Sundaram SMILE Fund (G) Rank 4
332.35 16 29 11 10 23 25 36
UTI Mid Cap - Direct (G) Not Ranked
32.61 15 1 20 11 -- -- --
UTI Mid Cap (G) Rank 2
931.38 17 2 23 12 3 7 11
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.67 44 33 16 13 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
10.07 80 47 22 14 -- -- --
Can Robeco Emerg-Equities (G) Not Ranked
52.29 47 36 17 15 7 5 3
ICICI Pru MidCap Fund (G) Rank 3
318.91 82 51 25 16 9 14 24
Franklin (I) Smaller Co -Direct (G) Not Ranked
31.57 94 8 28 17 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
11.44 112 111 31 17 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
556.14 98 13 30 19 2 1 5
Birla SL Pure Value Fund (G) Rank 1
97.71 114 112 32 20 4 16 17
Reliance Long Term Eqty -Direct (G) Not Ranked
4.78 30 41 19 21 -- -- --
Sahara Star Value Fund (G) Not Ranked
1.59 108 113 57 22 45 45 40
Mirae Emerging Bluechip -Direct (G) Not Ranked
14.06 23 16 44 23 -- -- --
Reliance Long Term Equity (G) Rank 3
945.05 33 46 21 23 24 24 23
Kotak Emerging Equity -Direct (G) Not Ranked
0.26 46 13 24 25 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 2
283.45 27 22 51 26 6 4 --
Kotak Emerging Equity (G) Not Ranked
56.73 48 17 27 27 26 23 29
SBI Midcap Fund - Direct (G) Not Ranked
38.56 31 24 83 28 -- -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.64 64 45 54 29 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
325.50 32 26 84 30 5 6 21
L&T Midcap Fund -Direct (G) Not Ranked
1.79 20 30 34 31 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
58.07 71 50 58 32 13 19 9
Sahara Midcap Fund - Direct (G) Not Ranked
5.48 40 87 48 33 -- -- --
Sahara Midcap Fund (G) Not Ranked
3.75 41 86 49 33 25 36 31
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 75 62 62 35 -- -- --
L&T Midcap Fund (G) Rank 2
133.55 24 31 36 36 14 18 25
Axis Mid Cap Fund - Direct (G) Not Ranked
4.47 52 78 40 37 -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 77 64 63 38 20 16 4
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 105 48 45 39 -- -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
6.00 78 59 61 40 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 107 51 50 41 11 3 10
Axis Mid Cap Fund (G) Rank 3
337.30 54 85 53 42 16 9 --
Religare Invesco Mid N SmallCap (G) Rank 2
123.11 79 65 66 43 8 13 1
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
20.14 84 98 76 43 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
1.40 50 49 33 43 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
2.66 60 92 47 46 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
6.55 86 57 68 47 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,102.08 89 99 79 48 37 39 19
Principal Emerging Bluechip(G) Rank 3
281.30 88 60 73 49 19 8 28
Tata Mid Cap Growth Fund (G) Rank 3
215.08 51 54 35 50 22 21 25
Sundaram Select Midcap -Direct (G) Not Ranked
44.90 62 74 42 51 -- -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.99 62 73 43 52 26 27 18
JPMorgan (I) Smaller Co. (G) Rank 2
115.36 65 93 55 53 16 15 15
Kotak Mid-Cap Fund - Direct (G) Not Ranked
2.01 66 40 59 54 -- -- --
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 71 80 46 55 29 28 22
Kotak Mid-Cap Fund (G) Rank 4
243.65 75 43 60 56 40 35 25
Franklin (I) Prima - Direct (G) Not Ranked
49.71 87 38 67 57 -- -- --
Franklin India Prima Fund (G) Rank 3
1,362.99 92 44 74 58 12 10 16
SBI Magnum Global Fund - Direct (G) Not Ranked
20.67 11 3 75 59 -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
1.01 18 94 76 60 -- -- --
SBI Magnum Global Fund (G) Rank 3
1,047.29 12 5 78 61 18 22 14
Birla SL Small and Midcap Fund (G) Rank 3
101.40 21 97 81 62 34 41 31
ING Midcap Fund -Direct (G) Not Ranked
1.12 104 108 89 63 -- -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
1.00 97 53 52 63 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.11 66 69 69 65 -- -- --
Taurus Discovery Fund (G) Not Ranked
24.41 71 70 71 66 36 30 37
BNP Paribas Mid Cap Fund (G) Rank 2
114.12 99 58 56 67 15 10 7
ING Midcap Fund (G) Not Ranked
28.21 106 109 90 68 35 37 34
Birla SL Midcap Fund -Direct (G) Not Ranked
11.96 102 104 86 69 -- -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
IDFC Premier Equity - Direct (G) Not Ranked
214.86 56 66 91 70 -- -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,104.83 103 107 88 71 43 44 38
IDFC Premier Equity - B (G) Not Ranked
46.83 57 67 92 72 30 31 12
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 58 68 93 73 31 32 12
Birla SL MNC Fund -Direct (G) Not Ranked
13.12 59 32 63 74 -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
76.40 81 35 79 75 -- -- --
Birla SL Buy India -Direct (G) Not Ranked
0.75 36 23 85 76 -- -- --
Birla Sun Life MNC Fund (G) Rank 4
516.46 61 34 70 77 28 26 6
IDFC Sterling Equity - Direct (G) Not Ranked
53.62 42 56 65 78 -- -- --
Birla Sun Life Buy India (G) Not Ranked
37.01 38 25 87 79 32 32 29
SBI Emerging Busi (G) Rank 5
1,266.46 83 39 82 80 44 34 8
IDFC Sterling Equity Fund - G Rank 5
1,436.55 43 63 72 81 42 40 20
Motilal MOSt Shares Midcap 100 ETF Not Ranked
198.77 112 110 94 82 46 46 --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.20 69 77 95 83 -- -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 111 79 20 83 -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.17 34 71 96 84 -- -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 112 80 23 85 49 48 30
Sahara Wealth Plus - VPO (G) Not Ranked
8.90 35 72 98 85 38 38 33
Edelweiss Select Midcap Fund (G) Not Ranked
8.07 74 80 97 86 39 43 --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 37 75 101 87 -- -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 116 105 84 88 49 43 1
Sahara Wealth Plus - FPO (G) Not Ranked
1.59 38 76 102 88 41 42 35
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.08 110 105 99 89 -- -- --
Sundaram Equity Multiplier (G) Rank 4
114.39 111 106 103 90 48 48 42
Sundaram Rural India -Direct (G) Not Ranked
0.11 93 80 100 91 -- -- --
Sundaram Rural India Fund (G) Rank 5
118.10 95 83 104 92 47 47 39
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
28.72 2 12 8 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
4.30 7 10 3 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
2.78 1 7 6 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
0.51 100 102 -- -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
4.04 45 55 26 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
10.18 66 95 -- -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
0.32 69 95 -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
207.61 49 61 29 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
36.84 8 20 7 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
2.49 3 9 1 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
129.32 54 89 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
44.89 101 103 -- -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
10.34 53 88 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
106.82 95 91 -- -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.13 84 99 105 -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
76.92 90 101 106 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
13.30 19 37 38 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.22 91 90 -- -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
44.90 26 42 41 -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
70.28 6 20 4 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
3.96 4 10 2 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
45.38 5 17 5 -- -- -- --

Note : Returns have been calculated based on NAV's as on Oct 01, 2014 & Index values as on Oct 01, 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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