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

Note : Returns have been calculated based on NAV's as on Jul 24, 2014 & Index values as on Jul 24, 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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