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

Note : Returns have been calculated based on NAV's as on Sep 19, 2014 & Index values as on Sep 19, 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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