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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 Nov 26, 2014

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Sundaram SMILE Fund -Direct (G) Not Ranked
11.62 57 9 21 1 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 57 9 21 2 12 17 31
Sundaram SMILE Fund (G) Rank 3
489.08 59 12 23 3 17 20 35
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
37.36 38 11 9 4 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,158.70 40 13 10 5 8 9 3
Reliance Small Cap - Direct (G) Not Ranked
66.73 107 74 16 6 -- -- --
Reliance Small Cap Fund (G) Rank 1
864.91 108 78 18 7 3 2 --
Can Robeco Emer-Equities-Direct (G) Not Ranked
6.50 26 17 19 8 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
31.73 42 64 104 9 -- -- --
Can Robeco Emerg-Equities (G) Rank 1
95.40 28 18 20 10 7 3 1
Birla SL Pure Value Fund (G) Rank 3
229.67 48 68 107 11 4 14 13
UTI Mid Cap - Direct (G) Not Ranked
45.29 63 26 13 12 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
36.48 3 27 24 13 -- -- --
UTI Mid Cap (G) Rank 1
1,315.91 67 27 14 14 2 5 8
ICICI Pru MidCap Fund (G) Rank 3
674.40 4 29 25 15 5 8 23
HSBC Midcap Equity - Direct (G) Not Ranked
41.21 103 81 84 16 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
174.75 104 83 85 17 29 30 42
Franklin (I) Smaller Co -Direct (G) Not Ranked
84.68 56 84 26 18 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
987.80 60 86 28 19 1 1 6
Kotak Emerging Equity -Direct (G) Not Ranked
0.99 12 22 15 20 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
4.49 7 14 44 20 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.75 114 114 101 22 -- -- --
Reliance Long Term Eqty -Direct (G) Not Ranked
22.89 105 80 39 23 -- -- --
Kotak Emerging Equity (G) Rank 3
118.80 15 25 17 24 28 25 29
JPMorgan (I) Smaller Co. (G) Rank 3
199.08 8 15 49 25 9 10 12
L&T Midcap Fund -Direct (G) Not Ranked
3.75 52 48 32 26 -- -- --
Reliance Long Term Equity (G) Rank 3
1,492.24 106 84 43 27 24 22 21
Mirae Emerging Bluechip -Direct (G) Not Ranked
24.01 78 30 36 28 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
3.98 16 20 27 29 -- -- --
L&T Midcap Fund (G) Rank 2
212.40 54 56 37 30 18 24 30
Tata Mid Cap Growth Fund (G) Rank 2
277.94 19 23 29 31 19 22 22
Mirae Emerging Bluechip Fund (G) Rank 2
425.33 80 33 40 32 6 7 --
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.14 14 36 50 33 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
4.96 11 21 42 34 -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
60.94 31 50 55 35 -- -- --
Principal Emerging Bluechip(G) Rank 2
348.92 13 24 45 36 14 4 26
Sundaram Select Midcap -IP (D) Not Ranked
1.07 31 50 56 37 25 27 19
Religare Invesco Mid Cap (G) Not Ranked
72.87 17 53 57 38 19 19 7
Sundaram Select Midcap -RP (G) Rank 4
2,257.85 33 57 59 39 27 28 24
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 45 72 58 40 -- -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 84 106 76 40 -- -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
12.17 24 45 60 42 -- -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 49 76 61 43 14 20 5
Axis Mid Cap Fund - Direct (G) Not Ranked
22.54 52 48 63 44 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 85 108 79 45 11 11 11
Franklin (I) Prima - Direct (G) Not Ranked
85.21 41 32 46 46 -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
5.00 88 70 35 47 -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
34.87 18 31 66 48 -- -- --
Religare Invesco Mid N SmallCap (G) Rank 3
219.17 27 58 64 49 16 13 2
Kotak Mid-Cap Fund - Direct (G) Not Ranked
3.65 47 37 41 50 -- -- --
Franklin India Prima Fund (G) Rank 3
2,024.54 50 46 53 51 12 16 17
Axis Mid Cap Fund (G) Rank 3
575.18 55 59 68 52 22 12 --
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,368.84 21 34 67 53 31 33 19
Sahara Star Value Fund (G) Not Ranked
1.83 113 113 108 54 44 45 40
Axis Small Cap Fund - Regular (G) Not Ranked
256.01 92 79 38 55 -- -- --
Kotak Mid-Cap Fund (G) Rank 4
289.63 51 43 47 56 38 32 28
SBI Midcap Fund - Direct (G) Not Ranked
56.85 72 43 48 57 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
521.46 74 52 52 58 9 6 18
Birla SL Midcap Fund -Direct (G) Not Ranked
19.41 64 38 77 59 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
18.30 1 16 11 60 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.16 76 60 73 60 -- -- --
Birla Sun Life Midcap Fund (G) Rank 5
1,278.99 68 46 80 62 34 38 38
Taurus Discovery Fund (G) Not Ranked
27.85 75 62 75 63 40 29 37
Birla SL Small & Midcap -Direct (G) Not Ranked
1.99 82 34 88 63 -- -- --
Birla Sun Life MNC Fund (G) Rank 4
658.41 2 19 12 65 21 18 4
Birla SL Small and Midcap Fund (G) Rank 4
124.34 83 42 90 66 30 40 33
SBI Magnum Global Fund - Direct (G) Not Ranked
37.23 87 72 51 67 -- -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
2.53 95 103 77 68 -- -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
Sahara Midcap Fund (G) Not Ranked
4.44 112 112 95 69 33 39 34
Sahara Midcap Fund - Direct (G) Not Ranked
6.06 111 111 95 69 -- -- --
SBI Magnum Global Fund (G) Rank 3
1,273.97 90 75 54 71 25 26 16
BNP Paribas Mid Cap Fund (G) Rank 2
177.80 96 107 81 72 23 14 9
IDFC Premier Equity - Direct (G) Not Ranked
398.22 86 88 70 73 -- -- --
IDFC Premier Equity - B (G) Not Ranked
52.00 89 92 72 74 35 34 13
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 91 94 74 75 37 34 13
Birla SL Buy India -Direct (G) Not Ranked
0.98 64 40 31 76 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
243.02 69 104 100 77 43 44 --
Birla Sun Life Buy India (G) Not Ranked
43.00 66 41 34 78 35 31 27
SBI Emerging Businesses -Direct (G) Not Ranked
94.69 79 102 62 79 -- -- --
SBI Emerging Busi (G) Rank 5
1,415.80 81 104 65 80 47 37 9
IDFC Sterling Equity - Direct (G) Not Ranked
70.46 39 77 69 81 -- -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.29 36 65 86 82 -- -- --
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.16 34 93 94 83 -- -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 111 79 20 83 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
15.56 37 66 87 84 32 40 --
IDFC Sterling Equity Fund - G Rank 5
1,549.83 44 82 71 85 42 36 25
HSBC Small Cap Fund (G) Not Ranked
13.45 112 80 23 85 49 48 30
Sundaram Equity Multiplier (G) Rank 4
120.24 35 95 97 86 45 47 41
Sundaram Rural India -Direct (G) Not Ranked
0.15 43 87 91 87 -- -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 116 105 84 88 49 43 1
Sundaram Rural India Fund (G) Rank 4
124.35 46 89 93 88 46 46 39
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.23 99 98 102 89 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.56 100 99 103 90 38 42 31
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 101 100 105 91 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.69 102 101 106 92 41 43 36
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
9.75 71 89 98 93 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
106.78 70 91 99 94 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
35.26 10 2 2 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.33 9 1 1 -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
87.50 23 6 5 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
261.17 94 97 91 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
54.20 61 70 -- -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
2.13 62 68 -- -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
21.00 93 96 89 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.19 29 5 6 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
45.71 30 8 8 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.29 97 63 82 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
197.09 98 67 83 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
161.93 109 110 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
40.83 6 55 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
1.46 5 38 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.82 110 109 -- -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
34.69 73 54 30 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.17 20 3 3 -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
81.44 76 61 33 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.04 22 4 4 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
57.01 25 7 7 -- -- -- --

Note : Returns have been calculated based on NAV's as on Nov 26, 2014 & Index values as on Nov 26, 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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