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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 Dec 19, 2014

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.17 96 40 6 1 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
87.50 100 49 10 2 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
11.62 27 12 14 3 29 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 27 12 13 4 17 9 31
Sundaram SMILE Fund (G) Rank 3
489.08 31 16 17 5 19 13 32
SBI Small & Midcap Fund -Direct (G) Not Ranked
13.03 1 21 1 6 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
37.36 60 20 4 7 8 -- --
SBI Small & Midcap Fund (G) Not Ranked
83.42 2 23 2 8 25 32 --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,158.70 62 22 8 9 8 7 1
Birla SL Pure Value - Direct (G) Not Ranked
31.73 9 56 99 10 7 -- --
Birla SL Pure Value Fund (G) Rank 3
229.67 13 63 104 11 5 14 13
Reliance Small Cap - Direct (G) Not Ranked
66.73 67 91 29 12 1 -- --
Reliance Small Cap Fund (G) Rank 1
864.91 69 93 33 13 2 2 --
Can Robeco Emer-Equities-Direct (G) Not Ranked
6.50 17 28 22 14 13 -- --
Can Robeco Emerg-Equities (G) Rank 1
95.40 20 34 23 15 11 3 2
UTI Mid Cap - Direct (G) Not Ranked
45.29 87 66 15 16 8 -- --
UTI Mid Cap (G) Rank 1
1,315.91 90 68 18 17 6 5 9
Franklin (I) Smaller Co -Direct (G) Not Ranked
84.68 22 40 24 18 4 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
36.48 91 54 52 19 16 -- --
Franklin (I) Smaller Cos (G) Rank 1
987.80 30 50 25 20 3 1 6
Kotak Emerging Equity -Direct (G) Not Ranked
0.99 5 4 16 21 56 -- --
ICICI Pru MidCap Fund (G) Rank 3
674.40 94 60 55 22 15 11 29
HSBC Midcap Equity - Direct (G) Not Ranked
41.21 65 96 81 23 61 -- --
Kotak Emerging Equity (G) Rank 3
118.80 6 6 19 24 55 24 27
HSBC Midcap Equity Fund (G) Rank 3
174.75 66 101 84 25 57 24 40
Reliance Long Term Eqty -Direct (G) Not Ranked
22.89 45 79 46 26 43 -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
4.49 59 7 54 27 20 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
24.01 15 38 27 28 13 -- --
Reliance Long Term Equity (G) Rank 3
1,492.24 46 83 51 29 43 23 19
L&T Midcap Fund -Direct (G) Not Ranked
3.75 73 53 50 30 35 -- --
Mirae Emerging Bluechip Fund (G) Rank 2
425.33 18 44 30 31 12 6 --
JPMorgan (I) Smaller Co. (G) Rank 3
199.08 64 10 57 31 18 10 11
L&T Midcap Fund (G) Rank 2
212.40 75 59 53 33 23 26 30
Axis Small Cap Fund - Direct (G) Not Ranked
5.00 47 81 72 34 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
3.98 77 42 42 35 31 -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
4.96 61 8 25 36 36 -- --
Axis Small Cap Fund - Regular (G) Not Ranked
256.01 52 84 77 37 -- -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.14 32 24 40 38 42 -- --
Tata Mid Cap Growth Fund (G) Rank 2
277.94 78 47 45 39 31 22 22
Principal Emerging Bluechip(G) Rank 2
348.92 63 11 28 40 27 4 23
Axis Mid Cap Fund - Direct (G) Not Ranked
22.54 21 60 69 41 49 -- --
Franklin (I) Prima - Direct (G) Not Ranked
85.21 7 14 38 42 29 -- --
Religare Invesco Mid Cap (G) Not Ranked
72.87 39 30 47 43 37 20 7
Franklin India Prima Fund (G) Rank 3
2,024.54 10 18 44 44 23 17 16
Axis Mid Cap Fund (G) Rank 3
575.18 23 65 76 45 51 15 --
Sundaram Select Midcap -Direct (G) Not Ranked
60.94 83 77 66 45 54 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 49 33 61 47 23 -- --
Sundaram Select Midcap -IP (D) Not Ranked
1.07 82 75 64 48 47 28 19
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 68 99 86 49 45 -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
12.17 34 26 49 49 33 -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
3.65 40 31 32 51 73 -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 55 39 64 52 21 19 5
Sundaram Select Midcap -RP (G) Rank 4
2,257.85 84 79 67 53 49 30 27
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 70 103 88 54 41 18 12
Kotak Mid-Cap Fund (G) Rank 4
289.63 44 36 36 55 72 32 24
Sahara Star Value Fund -Direct (G) Not Ranked
0.75 116 116 113 56 81 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
19.41 3 17 68 57 68 -- --
Religare Invesco Mid N SmallCap (G) Rank 3
219.17 41 34 55 58 26 12 3
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
34.87 12 46 58 59 63 -- --
Birla SL MNC Fund -Direct (G) Not Ranked
18.30 35 1 20 60 40 -- --
Birla Sun Life Midcap Fund (G) Rank 5
1,278.99 4 19 74 61 65 38 37
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,368.84 14 50 60 62 59 28 19
Birla Sun Life MNC Fund (G) Rank 4
658.41 42 2 21 63 39 21 4
SBI Midcap Fund - Direct (G) Not Ranked
56.85 50 48 31 64 37 -- --
SBI Magnum Midcap Fund (G) Rank 2
521.46 55 55 35 65 22 8 18
Birla SL Small & Midcap -Direct (G) Not Ranked
1.99 15 58 90 66 60 -- --
Birla SL Small and Midcap Fund (G) Rank 4
124.34 19 64 92 67 57 39 33
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
2.53 72 82 80 68 53 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
37.23 25 57 39 69 52 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
BNP Paribas Mid Cap Fund (G) Rank 2
177.80 76 86 85 70 48 16 9
SBI Magnum Global Fund (G) Rank 3
1,273.97 26 62 41 71 46 27 17
Taurus Discovery Fund -Direct (G) Not Ranked
0.16 102 102 81 72 80 -- --
Birla SL Buy India -Direct (G) Not Ranked
0.98 8 27 34 73 63 -- --
Taurus Discovery Fund (G) Not Ranked
27.85 103 103 83 74 78 33 38
IDFC Premier Equity - Direct (G) Not Ranked
398.22 33 69 59 75 68 -- --
Sahara Star Value Fund (G) Not Ranked
1.83 115 115 114 75 83 47 42
Birla Sun Life Buy India (G) Not Ranked
43.00 11 28 37 77 61 31 24
IDFC Premier Equity - B (G) Not Ranked
52.00 35 71 62 78 66 34 14
Sahara Midcap Fund - Direct (G) Not Ranked
6.06 113 113 107 79 74 -- --
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 37 72 63 79 67 34 14
Sahara Midcap Fund (G) Not Ranked
4.44 114 114 108 81 70 40 35
SBI Emerging Businesses -Direct (G) Not Ranked
94.69 52 85 70 82 88 -- --
SBI Emerging Busi (G) Rank 5
1,415.80 58 88 73 83 83 37 8
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 111 79 20 83 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
243.02 80 90 102 84 82 43 --
IDFC Sterling Equity - Direct (G) Not Ranked
70.46 79 92 70 85 76 -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 112 80 23 85 49 48 30
IDFC Sterling Equity Fund - G Rank 5
1,549.83 81 94 75 86 77 36 24
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.16 51 67 96 87 87 -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.29 96 74 87 87 -- -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 116 105 84 88 49 43 1
Edelweiss Select Midcap Fund (G) Not Ranked
15.56 98 75 89 89 71 41 --
Sundaram Equity Multiplier (G) Rank 4
120.24 55 69 97 90 85 46 41
Sundaram Rural India -Direct (G) Not Ranked
0.15 109 105 94 91 89 -- --
Sundaram Rural India Fund (G) Rank 4
124.35 110 106 95 92 86 45 39
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.23 105 109 105 93 27 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.56 106 110 106 94 75 42 34
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 107 111 108 95 33 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.69 108 112 110 96 78 44 36
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
9.75 111 107 101 97 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
106.78 112 108 103 98 -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
21.00 71 94 91 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
261.17 74 99 93 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
161.93 27 98 112 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.82 23 97 111 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
54.20 104 89 99 -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
2.13 101 86 97 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.33 86 25 3 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
35.26 91 32 5 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.19 88 37 9 -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
1.46 85 3 -- -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
34.69 37 9 43 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
40.83 89 5 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.29 48 73 78 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
197.09 54 78 79 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
57.01 99 52 11 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.04 95 42 7 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
45.71 93 45 12 -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
81.44 43 15 48 -- -- -- --

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