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 - Returns (in %) - as on Jul 23, 2014
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance Small Cap - Direct (G) Not Ranked
31.21 -- -- -- -- -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
11.44 -- 37.7 73.9 100.9 -- -- --
Birla SL Pure Value Fund (G) Not Ranked
97.71 -0.1 37.6 73.4 99.6 44.8 24.1 23.5
Reliance Small Cap Fund (G) Rank 2
535.00 -- -- -- -- -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.67 6.0 38.5 62.5 90.2 -- -- --
HSBC Midcap Equity - Direct (G) Not Ranked
19.66 -- -- -- -- -- -- --
Can Robeco Emerg-Equities (G) Not Ranked
52.29 5.9 38.2 61.9 88.7 38.0 23.0 25.2
HSBC Midcap Equity Fund (G) Not Ranked
108.05 -- -- -- -- -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.13 -- -- -- -- -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 3
506.69 6.1 34.6 59.0 88.5 36.2 20.1 26.2
L&T Midcap Fund -Direct (G) Not Ranked
1.79 3.9 30.5 51.7 75.0 -- -- --
L&T Midcap Fund (G) Not Ranked
133.55 3.8 30.2 51.0 73.7 33.7 18.9 18.9
ICICI Pru MidCap Fund - Direct (G) Not Ranked
10.07 -- -- -- -- -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 3
1,102.08 1.3 26.3 44.0 72.0 30.8 15.2 21.7
ICICI Pru MidCap Fund (G) Rank 3
318.91 -- -- -- -- -- -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
4.47 1.3 29.1 50.7 68.4 -- -- --
Axis Mid Cap Fund (G) Rank 3
337.30 1.3 28.7 49.3 66.1 38.3 22.8 --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
1.00 3.6 28.6 44.9 65.3 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
15.73 -- -- -- -- -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
3.50 -- -- -- -- -- -- --
BNP Paribas Mid Cap Fund (G) Not Ranked
114.12 3.5 28.4 44.3 64.0 36.3 23.7 23.9
Birla SL Small & Midcap -Direct (G) Not Ranked
1.01 2.0 26.1 44.7 63.8 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -- -- -- -- -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.11 3.1 26.7 44.0 63.1 -- -- --
Taurus Discovery Fund (G) Not Ranked
24.41 3.1 26.6 43.8 62.4 33.2 17.3 14.8
Birla SL Small and Midcap Fund (G) Not Ranked
101.40 1.9 25.8 43.9 62.4 30.7 16.3 19.0
Sundaram SMILE Fund (G) Rank 5
332.35 -- -- -- -- -- -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
11.96 2.2 26.5 45.9 60.2 -- -- --
Sahara Star Value Fund (G) Not Ranked
1.59 -- -- -- -- -- -- --
UTI Mid Cap - Direct (G) Not Ranked
32.61 -- -- -- -- -- -- --
Birla Sun Life Midcap Fund (G) Rank 5
1,104.83 2.1 26.2 45.3 59.0 28.5 14.5 16.2
IDFC Premier Equity - Direct (G) Not Ranked
214.86 5.6 22.3 36.6 55.2 -- -- --
UTI Mid Cap (G) Rank 2
931.38 -- -- -- -- -- -- --
IDFC Premier Equity - B (G) Not Ranked
46.83 5.5 22.1 36.2 54.3 32.4 19.1 22.6
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 -- -- -- -- -- -- --
IDFC Premier Equity - A (G) Rank 3
4,049.48 5.5 22.1 36.2 54.2 32.4 19.1 22.6
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 -- -- -- -- -- -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
31.57 -- -- -- -- -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
53.62 2.4 22.6 35.0 50.1 -- -- --
Reliance Long Term Eqty -Direct (G) Not Ranked
4.78 -- -- -- -- -- -- --
Birla SL Buy India -Direct (G) Not Ranked
0.75 6.5 24.2 36.0 49.3 -- -- --
IDFC Sterling Equity Fund - G Rank 4
1,436.55 2.3 22.3 34.3 48.8 25.0 14.5 19.2
Franklin (I) Smaller Cos (G) Rank 1
556.14 -- -- -- -- -- -- --
Birla Sun Life Buy India (G) Not Ranked
37.01 6.4 24.0 35.6 48.5 32.3 16.5 19.1
Reliance Long Term Equity (G) Rank 4
945.05 -- -- -- -- -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
13.12 4.7 27.2 38.0 45.9 -- -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
14.06 -- -- -- -- -- -- --
Mirae Emerging Bluechip Fund (G) Rank 1
283.45 -- -- -- -- -- -- --
Birla Sun Life MNC Fund (G) Rank 3
516.46 4.7 26.9 37.5 45.0 30.7 19.6 24.9
SBI Midcap Fund - Direct (G) Not Ranked
38.56 -- -- -- -- -- -- --
SBI Magnum Midcap Fund (G) Rank 1
325.50 -- -- -- -- -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
1.40 -- -- -- -- -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
20.14 -- -- -- -- -- -- --
Tata Mid Cap Growth Fund (G) Rank 3
215.08 -- -- -- -- -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
2.66 -- -- -- -- -- -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.64 -- -- -- -- -- -- --
ING Midcap Fund -Direct (G) Not Ranked
1.12 -- -- -- -- -- -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 -- -- -- -- -- -- --
JPMorgan (I) Smaller Co. (G) Rank 2
115.36 -- -- -- -- -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 -- -- -- -- -- -- --
Religare Invesco Mid Cap (G) Not Ranked
58.07 -- -- -- -- -- -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
6.00 -- -- -- -- -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
44.90 -- -- -- -- -- -- --
ING Midcap Fund (G) Not Ranked
28.21 -- -- -- -- -- -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.99 -- -- -- -- -- -- --
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 -- -- -- -- -- -- --
Religare Invesco Mid N SmallCap (G) Not Ranked
123.11 -- -- -- -- -- -- --
Kotak Emerging Equity -Direct (G) Not Ranked
0.26 -- -- -- -- -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
5.48 -- -- -- -- -- -- --
Sahara Midcap Fund (G) Not Ranked
3.75 -- -- -- -- -- -- --
Kotak Emerging Equity (G) Not Ranked
56.73 -- -- -- -- -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
6.55 -- -- -- -- -- -- --
Principal Emerging Bluechip(G) Rank 2
281.30 -- -- -- -- -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
49.71 -- -- -- -- -- -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
2.01 -- -- -- -- -- -- --
Franklin India Prima Fund (G) Rank 3
1,362.99 -- -- -- -- -- -- --
Kotak Mid-Cap Fund (G) Rank 4
243.65 -- -- -- -- -- -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
20.67 -- -- -- -- -- -- --
SBI Magnum Global Fund (G) Rank 2
1,047.29 -- -- -- -- -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
198.77 -- -- -- -- -- -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.20 -- -- -- -- -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
76.40 -- -- -- -- -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
8.07 -- -- -- -- -- -- --
SBI Emerging Busi (G) Rank 5
1,266.46 -- -- -- -- -- -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.08 -- -- -- -- -- -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Sundaram Equity Multiplier (G) Rank 4
114.39 -- -- -- -- -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.17 -- -- -- -- -- -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.90 -- -- -- -- -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.59 -- -- -- -- -- -- --
Sundaram Rural India -Direct (G) Not Ranked
0.11 -- -- -- -- -- -- --
Sundaram Rural India Fund (G) Rank 4
118.10 -- -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
44.89 -0.2 -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
0.51 -0.1 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
2.78 -- -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.22 2.0 -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
106.82 1.9 -- -- -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
4.04 3.0 31.3 55.4 -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.13 -- -- -- -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
10.18 -- -- -- -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
0.32 -- -- -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
207.61 2.9 30.9 54.5 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
28.72 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
4.30 -- -- -- -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
76.92 -- -- -- -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
13.30 -- -- -- -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
44.90 -- -- -- -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
10.34 4.4 -- -- -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
129.32 4.3 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
70.28 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
3.96 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
2.49 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
36.84 -- -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
45.38 -- -- -- -- -- -- --
CATEGORY AVERAGE 3.2 23.5 39.1 50.7 14.4 8.1 8.5

Note : Returns have been calculated based on NAV's as on Jul 23, 2014 & Index values as on Jul 23, 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.