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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 Jan 23, 2015

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.90 7 11 6 1 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.28 8 13 7 2 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
95.01 9 16 10 3 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
62.50 11 19 11 4 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
21.04 81 29 13 5 11 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 81 29 13 6 13 10 31
Sundaram SMILE Fund (G) Rank 3
654.02 87 32 15 7 15 14 33
SBI Small & Midcap Fund -Direct (G) Not Ranked
22.45 3 3 1 8 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
121.80 4 4 2 9 25 32 --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
61.06 85 38 18 10 5 -- --
Reliance Small Cap - Direct (G) Not Ranked
107.13 19 80 28 11 1 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,562.61 89 43 20 12 8 7 2
Can Robeco Emer-Equities-Direct (G) Not Ranked
21.35 52 26 34 13 9 -- --
Reliance Small Cap Fund (G) Rank 1
1,174.86 21 88 37 14 2 2 --
Can Robeco Emerg-Equities (G) Rank 1
147.93 54 28 39 15 10 3 3
Birla SL Pure Value - Direct (G) Not Ranked
41.74 119 76 109 16 13 -- --
Birla SL Pure Value Fund (G) Rank 3
299.43 120 82 110 17 17 16 12
Franklin (I) Smaller Co -Direct (G) Not Ranked
131.47 50 53 36 18 3 -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
5.57 28 9 23 19 11 -- --
Kotak Emerging Equity -Direct (G) Not Ranked
1.89 38 15 16 20 56 -- --
Franklin (I) Smaller Cos (G) Rank 1
1,375.08 55 60 42 21 5 1 6
Kotak Emerging Equity (G) Rank 3
272.26 43 18 17 22 57 25 22
UTI Mid Cap - Direct (G) Not Ranked
70.56 108 111 26 23 4 -- --
JPMorgan (I) Smaller Co. (G) Rank 3
269.21 30 12 30 24 20 9 8
UTI Mid Cap (G) Rank 1
1,885.59 110 114 32 25 7 6 11
ICICI Pru MidCap Fund - Direct (G) Not Ranked
53.35 53 35 65 26 19 -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
6.42 32 21 33 27 21 -- --
HSBC Midcap Equity - Direct (G) Not Ranked
45.36 15 49 76 27 49 -- --
ICICI Pru MidCap Fund (G) Rank 3
948.48 58 37 70 29 24 20 30
L&T Midcap Fund -Direct (G) Not Ranked
5.36 36 49 41 30 25 -- --
HSBC Midcap Equity Fund (G) Rank 3
230.12 16 52 78 31 48 30 40
Tata Mid Cap Growth Fund (G) Rank 2
325.69 34 24 38 32 25 18 19
Axis Small Cap Fund - Direct (G) Not Ranked
5.56 98 102 72 33 -- -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
32.24 71 61 25 34 17 -- --
Birla SL MNC Fund -Direct (G) Not Ranked
24.93 5 1 3 35 15 -- --
L&T Midcap Fund (G) Rank 2
258.94 38 54 44 35 29 21 28
Principal Emer-Bluechip -Direct (G) Not Ranked
7.65 74 32 24 37 41 -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.90 97 44 48 38 38 -- --
Axis Small Cap Fund - Regular (G) Not Ranked
283.86 99 108 77 39 -- -- --
Birla Sun Life MNC Fund (G) Rank 4
827.56 6 2 4 40 21 14 1
Mirae Emerging Bluechip Fund (G) Rank 2
547.37 75 67 31 41 21 4 --
Principal Emerging Bluechip(G) Rank 2
408.05 76 34 26 42 38 4 27
Reliance Long Term Eqty -Direct (G) Not Ranked
47.59 60 93 69 43 28 -- --
Franklin (I) Prima - Direct (G) Not Ranked
111.24 35 22 22 43 27 -- --
Sundaram Select Midcap -Direct (G) Not Ranked
70.30 66 42 56 45 40 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.43 67 41 55 46 42 28 20
Reliance Long Term Equity (G) Rank 3
1,905.73 62 95 75 46 34 26 21
Axis Mid Cap Fund - Direct (G) Not Ranked
41.33 112 72 63 48 55 -- --
Franklin India Prima Fund (G) Rank 3
2,579.75 40 27 29 49 32 11 15
Religare Invesco Mid Cap (G) Not Ranked
87.67 100 57 60 49 43 23 9
Sundaram Select Midcap -RP (G) Rank 4
2,473.95 68 46 62 51 45 29 24
ICICI Pru Value Discovery - DP (G) Not Ranked
433.27 27 96 88 52 43 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
6,934.14 29 99 89 53 46 18 12
Religare Invesco Mid N Small-DP (G) Not Ranked
17.04 86 54 54 54 36 -- --
Axis Mid Cap Fund (G) Rank 3
781.14 116 78 73 55 59 12 --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
4.44 73 38 34 56 69 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
550.48 90 63 47 57 30 -- --
Religare Invesco Mid N SmallCap (G) Rank 3
291.89 93 62 64 58 37 17 4
Kotak Mid-Cap Fund (G) Rank 4
323.33 76 45 39 58 74 33 25
HDFC MidCap Opportunities (G) Rank 3
7,671.50 94 68 51 60 35 22 5
Birla SL Midcap Fund -Direct (G) Not Ranked
20.71 79 40 61 61 64 -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
42.33 88 23 52 62 58 -- --
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,579.25 91 25 58 63 61 32 22
Birla Sun Life Midcap Fund (G) Rank 5
1,380.47 81 48 66 64 67 38 37
Birla SL Buy India -Direct (G) Not Ranked
1.24 1 5 19 65 47 -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
3.29 17 71 67 66 49 -- --
Birla Sun Life Buy India (G) Not Ranked
46.95 2 6 20 67 54 23 18
BNP Paribas Mid Cap Fund (G) Rank 2
232.20 18 74 74 68 51 12 7
Birla SL Small & Midcap -Direct (G) Not Ranked
3.88 56 59 79 69 59 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 111 106 63 69 50 48 7
Sahara Star Value Fund -Direct (G) Not Ranked
0.56 118 120 116 70 82 -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.19 64 115 80 71 79 -- --
Taurus Discovery Fund (G) Not Ranked
29.45 65 116 82 72 81 31 37
Birla SL Small and Midcap Fund (G) Rank 4
165.52 59 65 83 73 62 36 34
SBI Midcap Fund - Direct (G) Not Ranked
71.36 107 90 52 74 31 -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
71.61 31 46 43 75 51 -- --
SBI Magnum Midcap Fund (G) Rank 2
669.63 109 94 58 76 33 7 26
SBI Magnum Global Fund (G) Rank 3
1,506.67 33 51 45 77 53 27 14
IDFC Sterling Equity - Direct (G) Not Ranked
92.63 92 54 50 78 76 -- --
IDFC Sterling Equity Fund - G Rank 5
1,645.82 95 58 57 79 80 37 28
Motilal MOSt Shares Midcap 100 ETF Not Ranked
147.12 95 104 108 80 83 45 --
Sahara Midcap Fund - Direct (G) Not Ranked
6.14 114 117 111 81 71 -- --
Sahara Midcap Fund (G) Not Ranked
4.56 115 118 112 82 68 42 36
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 111 79 20 83 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
502.78 78 72 81 83 63 -- --
IDFC Premier Equity - B (G) Not Ranked
45.37 80 75 85 84 65 34 16
HSBC Small Cap Fund (G) Not Ranked
13.45 112 80 23 85 49 48 30
IDFC Premier Equity - Regular (G) Rank 4
5,934.25 81 76 86 85 66 34 17
Sahara Star Value Fund (G) Not Ranked
1.83 117 119 115 86 88 47 42
SBI Emerging Businesses -Direct (G) Not Ranked
105.77 103 82 98 87 89 -- --
SBI Emerging Busi (G) Rank 5
1,486.71 104 89 101 88 90 39 10
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 116 105 84 88 49 43 1
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.23 69 69 101 89 84 -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.49 48 64 84 90 75 -- --
Edelweiss Select Midcap Fund (G) Not Ranked
19.54 51 66 87 91 72 40 --
Sundaram Equity Multiplier (G) Rank 4
123.28 71 70 105 92 86 46 41
Sundaram Rural India -Direct (G) Not Ranked
0.20 42 81 90 93 87 -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.26 20 103 98 94 73 -- --
Sundaram Rural India Fund (G) Rank 4
127.20 44 86 91 95 85 44 39
Sahara Wealth Plus - VPO (G) Not Ranked
8.96 21 106 100 95 70 41 32
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 23 112 103 97 78 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.73 24 113 104 98 77 43 35
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.21 25 107 95 99 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
127.98 26 109 96 100 -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
110.96 56 31 46 -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
113.67 61 36 49 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
63.98 112 100 107 -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
6.54 101 86 -- -- -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
3.04 111 97 106 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.55 12 7 5 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
38.39 14 8 9 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.51 10 14 8 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
49.97 13 20 12 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
23.11 37 85 94 -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
52.61 102 92 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
135.79 70 17 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
4.88 63 10 -- -- -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
0.65 105 98 113 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.97 46 104 92 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
175.30 49 109 93 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.54 44 78 68 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
218.22 46 84 71 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
284.98 40 90 97 -- -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
119.41 106 101 114 -- -- -- --

Note : Returns have been calculated based on NAV's as on Jan 23, 2015 & Index values as on Jan 23, 2015

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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