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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 01, 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 6 11 13 1 -- -- --
Reliance Small Cap Fund (G) Rank 1
535.00 10 12 14 2 2 2 --
HSBC Midcap Equity - Direct (G) Not Ranked
19.66 109 76 45 3 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
108.05 110 77 47 4 29 30 41
Sahara Star Value Fund -Direct (G) Not Ranked
0.13 97 107 12 5 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
10.07 76 30 32 6 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
15.73 56 15 19 7 -- -- --
ICICI Pru MidCap Fund (G) Rank 3
318.91 79 34 33 8 6 13 24
Sundaram SMILE Fund -Direct (G) Not Ranked
3.50 2 45 1 9 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 3
506.69 60 17 20 10 14 13 3
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 1 46 3 11 19 18 --
Sundaram SMILE Fund (G) Rank 4
332.35 3 49 4 12 23 24 37
Birla SL Pure Value - Direct (G) Not Ranked
11.44 113 109 10 13 -- -- --
UTI Mid Cap - Direct (G) Not Ranked
32.61 13 7 26 14 -- -- --
Birla SL Pure Value Fund (G) Rank 1
97.71 114 110 11 15 3 10 12
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.67 29 21 15 16 -- -- --
UTI Mid Cap (G) Rank 2
931.38 15 9 29 17 4 6 11
Franklin (I) Smaller Co -Direct (G) Not Ranked
31.57 16 13 17 18 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
556.14 17 14 18 19 1 1 4
Can Robeco Emerg-Equities (G) Not Ranked
52.29 31 22 16 20 7 5 6
Sahara Star Value Fund (G) Not Ranked
1.59 98 108 24 21 43 45 40
Kotak Emerging Equity -Direct (G) Not Ranked
0.26 18 16 28 22 -- -- --
Kotak Emerging Equity (G) Not Ranked
56.73 19 18 31 23 29 23 27
Mirae Emerging Bluechip -Direct (G) Not Ranked
14.06 33 32 64 24 -- -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.64 21 59 40 25 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 2
283.45 39 36 70 26 7 4 --
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 44 57 26 27 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
58.07 23 62 43 27 17 20 10
SBI Midcap Fund - Direct (G) Not Ranked
38.56 63 43 90 29 -- -- --
Reliance Long Term Eqty -Direct (G) Not Ranked
4.78 86 48 21 29 -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
20.14 73 79 61 31 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
325.50 66 46 93 32 5 12 29
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 45 60 30 33 9 3 9
Reliance Long Term Equity (G) Rank 3
945.05 87 52 22 34 22 22 20
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,102.08 75 81 63 35 32 37 18
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 32 56 65 36 -- -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
6.00 20 65 54 37 -- -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
4.47 70 73 34 38 -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 34 58 68 39 18 15 2
Tata Mid Cap Growth - Direct (G) Not Ranked
1.40 53 38 48 40 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
5.48 64 69 58 41 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
6.55 24 53 59 41 -- -- --
Sahara Midcap Fund (G) Not Ranked
3.75 62 67 57 41 27 38 31
Religare Invesco Mid N SmallCap (G) Rank 2
123.11 22 71 56 44 10 15 1
Kotak Mid-Cap Fund - Direct (G) Not Ranked
2.01 35 28 50 45 -- -- --
L&T Midcap Fund -Direct (G) Not Ranked
1.79 55 37 36 46 -- -- --
Axis Mid Cap Fund (G) Rank 3
337.30 71 75 41 47 13 9 --
Principal Emerging Bluechip(G) Rank 3
281.30 25 54 60 47 10 6 20
Tata Mid Cap Growth Fund (G) Rank 3
215.08 57 41 51 49 24 21 30
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
2.66 72 86 42 50 -- -- --
Kotak Mid-Cap Fund (G) Rank 4
243.65 40 31 52 51 37 36 25
Sundaram Select Midcap -Direct (G) Not Ranked
44.90 37 61 35 51 -- -- --
L&T Midcap Fund (G) Rank 2
133.55 59 40 38 53 19 24 26
Sundaram Select Midcap -IP (D) Not Ranked
0.99 37 62 37 54 28 27 19
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 41 64 39 55 31 28 20
JPMorgan (I) Smaller Co. (G) Rank 2
115.36 74 91 44 56 16 17 15
Franklin (I) Prima - Direct (G) Not Ranked
49.71 35 51 53 57 -- -- --
Franklin India Prima Fund (G) Rank 3
1,362.99 42 55 55 58 12 10 16
Taurus Discovery Fund -Direct (G) Not Ranked
0.11 52 78 62 59 -- -- --
ING Midcap Fund -Direct (G) Not Ranked
1.12 101 99 71 59 -- -- --
Taurus Discovery Fund (G) Not Ranked
24.41 54 80 67 61 26 34 36
ING Midcap Fund (G) Not Ranked
28.21 102 100 72 62 25 33 31
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
1.00 43 44 45 63 -- -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
11.96 104 88 79 64 -- -- --
BNP Paribas Mid Cap Fund (G) Rank 2
114.12 46 50 49 65 15 8 7
Birla Sun Life Midcap Fund (G) Rank 4
1,104.83 106 93 81 66 41 41 38
Birla SL Small & Midcap -Direct (G) Not Ranked
1.01 99 96 77 66 -- -- --
Birla SL Small and Midcap Fund (G) Rank 3
101.40 100 97 80 68 38 41 33
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 26 39 82 69 -- -- --
SBI Magnum Global Fund (G) Rank 3
1,047.29 27 42 84 70 21 26 16
IDFC Premier Equity - Direct (G) Not Ranked
214.86 49 66 88 71 -- -- --
IDFC Premier Equity - B (G) Not Ranked
46.83 50 68 91 72 33 28 12
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 51 69 92 73 33 30 12
Motilal MOSt Shares Midcap 100 ETF Not Ranked
198.77 90 97 73 74 45 46 --
Birla SL MNC Fund -Direct (G) Not Ranked
13.12 28 19 65 74 -- -- --
Birla SL Buy India -Direct (G) Not Ranked
0.75 68 24 85 76 -- -- --
Birla Sun Life MNC Fund (G) Rank 4
516.46 30 20 69 77 35 19 4
Edelweiss Select Midcap -Direct (G) Not Ranked
0.20 107 87 97 78 -- -- --
Birla Sun Life Buy India (G) Not Ranked
37.01 69 25 87 79 36 35 27
SBI Emerging Businesses -Direct (G) Not Ranked
76.40 88 27 75 80 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
53.62 47 72 83 81 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
8.07 108 90 98 81 39 41 --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 111 79 20 83 -- -- --
SBI Emerging Busi (G) Rank 5
1,266.46 89 28 78 83 43 32 8
IDFC Sterling Equity Fund - G Rank 5
1,436.55 48 74 86 84 46 39 20
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.08 94 94 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 96 95 94 86 48 48 42
Sundaram Rural India -Direct (G) Not Ranked
0.11 58 88 95 87 -- -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 116 105 84 88 49 43 1
Sundaram Rural India Fund (G) Rank 5
118.10 61 92 96 88 47 47 39
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.17 80 103 99 88 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.90 82 104 100 90 40 40 34
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 84 105 101 91 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.59 85 106 102 92 42 44 35
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
2.78 11 1 -- -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
44.90 83 26 76 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
10.34 91 83 -- -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
36.84 12 10 9 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.22 77 82 -- -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
4.04 65 33 23 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
10.18 111 -- -- -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
0.32 111 -- -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
207.61 67 35 25 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
28.72 14 4 -- -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
4.30 8 5 8 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
13.30 78 23 74 -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.13 93 101 103 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
44.89 105 112 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
106.82 81 83 -- -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
76.92 95 102 104 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
0.51 103 111 -- -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
129.32 92 85 -- -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
70.28 7 6 6 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
3.96 4 2 2 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
2.49 5 3 5 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
45.38 9 8 7 -- -- -- --

Note : Returns have been calculated based on NAV's as on Sep 01, 2014 & Index values as on Sep 01, 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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