YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : Small & Mid Cap
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 Aug 21, 2014

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Birla SL Pure Value - Direct (G) Not Ranked
11.44 46 46 1 1 -- -- --
Reliance Small Cap - Direct (G) Not Ranked
31.21 19 11 12 1 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
15.73 3 1 6 2 -- -- --
Reliance Small Cap Fund (G) Rank 1
535.00 20 12 13 2 2 2 --
DSP-BR Micro Cap Fund - RP (G) Rank 3
506.69 4 2 7 3 4 5 2
HSBC Midcap Equity - Direct (G) Not Ranked
19.66 105 74 39 3 -- -- --
Birla SL Pure Value Fund (G) Rank 1
97.71 47 47 2 3 1 4 6
HSBC Midcap Equity Fund (G) Rank 3
108.05 106 79 43 4 33 27 40
Sahara Star Value Fund -Direct (G) Not Ranked
0.13 48 27 5 5 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
10.07 53 25 26 5 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.67 21 5 3 6 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
3.50 22 51 1 6 -- -- --
Can Robeco Emerg-Equities (G) Not Ranked
52.29 22 6 4 7 2 1 3
Sahara Star Value Fund (G) Not Ranked
1.59 49 45 16 8 21 21 --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 22 52 3 9 24 18 --
ICICI Pru MidCap Fund (G) Rank 3
318.91 55 26 28 9 7 15 22
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 5 15 19 9 -- -- --
L&T Midcap Fund -Direct (G) Not Ranked
1.79 13 11 11 10 -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 6 16 20 11 6 6 1
Sundaram SMILE Fund (G) Rank 4
332.35 25 55 4 11 27 25 36
L&T Midcap Fund (G) Rank 2
133.55 15 12 12 12 7 8 11
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
20.14 32 33 21 13 -- -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
4.47 11 20 10 14 -- -- --
UTI Mid Cap - Direct (G) Not Ranked
32.61 5 15 24 15 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,102.08 35 34 22 15 13 14 9
Axis Mid Cap Fund (G) Rank 3
337.30 12 22 13 16 5 3 --
Sahara Midcap Fund - Direct (G) Not Ranked
5.48 33 35 24 17 -- -- --
UTI Mid Cap (G) Rank 2
931.38 6 16 27 17 5 8 10
Sahara Midcap Fund (G) Not Ranked
3.75 34 35 23 17 12 15 14
Taurus Discovery Fund -Direct (G) Not Ranked
0.11 17 29 17 19 -- -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
31.57 1 19 19 19 -- -- --
Taurus Discovery Fund (G) Not Ranked
24.41 18 30 18 20 8 10 17
Franklin (I) Smaller Cos (G) Rank 1
556.14 2 20 21 20 1 1 7
Mirae Emerging Bluechip -Direct (G) Not Ranked
14.06 3 33 52 21 -- -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
1.00 1 13 14 21 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 2
283.45 4 36 58 22 6 4 --
Birla SL Midcap Fund -Direct (G) Not Ranked
11.96 36 24 25 22 -- -- --
Kotak Emerging Equity -Direct (G) Not Ranked
0.26 8 17 31 22 -- -- --
BNP Paribas Mid Cap Fund (G) Rank 2
114.12 2 14 15 23 3 2 3
Birla Sun Life Midcap Fund (G) Rank 4
1,104.83 39 28 26 24 18 18 18
Birla SL Small & Midcap -Direct (G) Not Ranked
1.01 44 39 27 25 -- -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 15 45 28 25 -- -- --
Reliance Long Term Eqty -Direct (G) Not Ranked
4.78 38 31 23 26 -- -- --
Birla SL Small and Midcap Fund (G) Rank 3
101.40 45 40 30 26 13 16 13
Kotak Emerging Equity (G) Not Ranked
56.73 10 18 34 27 29 24 29
IDFC Premier Equity - Direct (G) Not Ranked
214.86 28 17 33 27 -- -- --
IDFC Premier Equity - B (G) Not Ranked
46.83 30 18 34 28 9 9 7
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 17 48 33 28 13 3 7
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 31 19 35 29 10 10 8
Reliance Long Term Equity (G) Rank 3
945.05 41 32 25 29 21 18 20
SBI Midcap Fund - Direct (G) Not Ranked
38.56 50 50 85 30 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
53.62 14 21 31 30 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
13.12 8 3 28 31 -- -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.64 26 47 42 31 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
325.50 52 54 87 32 4 11 26
Edelweiss Select Midcap -Direct (G) Not Ranked
0.20 28 37 38 32 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,436.55 16 23 32 33 20 12 10
Edelweiss Select Midcap Fund (G) Not Ranked
8.07 27 38 39 34 16 19 --
Tata Mid Cap Growth - Direct (G) Not Ranked
1.40 62 28 48 34 -- -- --
Birla Sun Life MNC Fund (G) Rank 4
516.46 10 4 29 35 10 7 5
Birla SL Buy India -Direct (G) Not Ranked
0.75 25 9 36 36 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
58.07 34 53 47 36 17 20 11
Birla Sun Life Buy India (G) Not Ranked
37.01 26 10 37 37 15 12 12
Tata Mid Cap Growth Fund (G) Rank 3
215.08 63 30 50 38 22 20 30
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.17 38 41 40 38 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
6.55 11 56 51 39 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.90 40 42 41 39 17 16 15
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 42 43 42 40 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.59 43 44 43 41 19 20 16
Religare Invesco Mid N Small-DP (G) Not Ranked
6.00 27 60 54 41 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
2.66 75 73 38 42 -- -- --
Principal Emerging Bluechip(G) Rank 3
281.30 13 57 55 45 14 6 20
Religare Invesco Mid N SmallCap (G) Rank 2
123.11 33 62 59 47 10 14 1
JPMorgan (I) Smaller Co. (G) Rank 2
115.36 77 76 45 48 16 15 15
Sundaram Select Midcap -Direct (G) Not Ranked
44.90 79 68 37 49 -- -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.99 79 69 41 50 25 28 19
ING Midcap Fund -Direct (G) Not Ranked
1.12 84 97 63 52 -- -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
2.01 21 45 52 53 -- -- --
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 81 72 43 54 26 30 22
Kotak Mid-Cap Fund (G) Rank 4
243.65 24 49 57 55 38 35 27
ING Midcap Fund (G) Not Ranked
28.21 85 100 64 56 23 34 31
Franklin (I) Prima - Direct (G) Not Ranked
49.71 32 65 56 59 -- -- --
Franklin India Prima Fund (G) Rank 3
1,362.99 36 66 60 62 10 12 16
SBI Magnum Global Fund - Direct (G) Not Ranked
20.67 57 39 84 69 -- -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
Motilal MOSt Shares Midcap 100 ETF Not Ranked
198.77 71 99 66 70 44 45 --
SBI Magnum Global Fund (G) Rank 3
1,047.29 58 41 85 71 20 26 17
SBI Emerging Businesses -Direct (G) Not Ranked
76.40 70 22 73 83 -- -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 111 79 20 83 -- -- --
SBI Emerging Busi (G) Rank 5
1,266.46 72 24 75 84 43 28 7
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.08 68 91 89 85 -- -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 112 80 23 85 49 48 30
Sundaram Equity Multiplier (G) Rank 4
114.39 69 92 94 86 48 48 41
Sundaram Rural India -Direct (G) Not Ranked
0.11 60 93 95 87 -- -- --
Sundaram Rural India Fund (G) Rank 5
118.10 61 94 96 88 47 47 39
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 116 105 84 88 49 43 1
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
28.72 59 4 -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
207.61 9 8 9 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
2.78 56 1 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
44.89 24 -- -- -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
0.32 103 -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.22 19 31 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
106.82 19 32 -- -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
10.18 104 -- -- -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
4.04 7 7 8 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
4.30 51 6 7 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
36.84 54 8 9 -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.13 73 102 103 -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
76.92 74 103 104 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
13.30 107 43 78 -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
44.90 108 44 81 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
10.34 37 25 -- -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
129.32 41 26 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
0.51 23 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
70.28 49 5 6 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
3.96 43 2 2 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
2.49 42 3 5 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
45.38 47 7 8 -- -- -- --

Note : Returns have been calculated based on NAV's as on Aug 21, 2014 & Index values as on Aug 22, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.