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

Note : Returns have been calculated based on NAV's as on Nov 21, 2014 & Index values as on Nov 21, 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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