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 Sep 19, 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 11.2 23.7 78.5 149.7 -- -- --
Reliance Small Cap Fund (G) Rank 1
535.00 11.2 23.4 77.7 147.7 50.1 34.6 --
HSBC Midcap Equity - Direct (G) Not Ranked
19.66 10.6 17.0 60.2 131.8 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
108.05 10.5 16.8 59.6 130.2 34.6 24.2 12.1
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
15.73 10.5 25.0 68.8 125.4 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.13 10.4 11.0 73.1 124.6 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 3
506.69 10.4 24.8 68.3 124.0 41.4 29.3 25.6
ICICI Pru MidCap Fund - Direct (G) Not Ranked
10.07 7.9 18.5 65.2 120.4 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.67 9.8 21.0 69.4 119.7 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
3.50 12.2 21.5 84.7 119.4 -- -- --
UTI Mid Cap - Direct (G) Not Ranked
32.61 11.0 25.6 63.4 119.2 -- -- --
ICICI Pru MidCap Fund (G) Rank 3
318.91 7.8 18.2 64.5 118.8 41.3 28.1 19.1
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 12.2 21.5 84.3 118.7 39.1 27.2 --
Can Robeco Emerg-Equities (G) Not Ranked
52.29 9.7 20.8 68.6 117.9 43.1 31.7 24.9
UTI Mid Cap (G) Rank 2
931.38 10.9 25.4 62.8 117.9 46.5 30.9 22.8
Sundaram SMILE Fund (G) Rank 4
332.35 12.1 21.3 83.7 117.8 38.5 26.4 15.2
Birla SL Pure Value - Direct (G) Not Ranked
11.44 6.1 8.8 72.2 112.8 -- -- --
Birla SL Pure Value Fund (G) Rank 1
97.71 6.0 8.6 71.6 111.3 46.4 29.4 21.4
Franklin (I) Smaller Co -Direct (G) Not Ranked
31.57 8.4 22.0 61.2 109.4 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
556.14 8.2 21.6 60.6 108.2 50.6 35.9 24.0
Sahara Star Value Fund (G) Not Ranked
1.59 10.4 10.7 60.6 108.1 28.5 19.0 13.0
Reliance Long Term Eqty -Direct (G) Not Ranked
4.78 8.7 20.1 68.5 103.7 -- -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
14.06 9.3 20.8 55.3 103.0 -- -- --
Reliance Long Term Equity (G) Rank 3
945.05 8.5 19.8 67.7 102.1 37.9 26.4 19.3
Mirae Emerging Bluechip Fund (G) Rank 2
283.45 9.2 20.5 54.5 100.9 43.3 32.0 --
Kotak Emerging Equity -Direct (G) Not Ranked
0.26 8.5 20.2 60.6 100.8 -- -- --
Kotak Emerging Equity (G) Not Ranked
56.73 8.5 19.9 60.0 99.2 34.3 26.2 17.8
Sahara Midcap Fund - Direct (G) Not Ranked
5.48 13.0 19.1 58.1 98.8 -- -- --
SBI Midcap Fund - Direct (G) Not Ranked
38.56 8.9 20.1 44.2 98.8 -- -- --
Sahara Midcap Fund (G) Not Ranked
3.75 13.0 19.1 58.2 98.7 36.8 22.7 17.4
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
20.14 11.0 16.7 55.8 98.7 -- -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.64 7.5 17.8 54.3 97.8 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
325.50 8.8 19.9 43.8 97.6 44.4 30.3 18.1
L&T Midcap Fund -Direct (G) Not Ranked
1.79 9.1 18.5 59.6 97.6 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,102.08 10.9 16.5 55.3 97.4 34.8 22.9 20.0
L&T Midcap Fund (G) Rank 2
133.55 9.0 18.2 59.0 96.1 39.1 26.9 18.2
Religare Invesco Mid Cap (G) Not Ranked
58.07 7.4 17.5 53.4 95.7 39.7 26.6 23.0
Axis Mid Cap Fund - Direct (G) Not Ranked
4.47 9.1 15.7 58.3 95.2 -- -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 6.8 16.8 58.1 94.3 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
2.66 7.8 13.9 56.5 93.2 -- -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 7.6 15.2 50.8 93.2 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 6.7 16.6 57.5 92.9 40.8 32.0 23.1
Religare Invesco Mid N Small-DP (G) Not Ranked
6.00 7.4 17.0 51.0 92.5 -- -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
1.40 9.4 18.6 58.7 92.4 -- -- --
Axis Mid Cap Fund (G) Rank 3
337.30 9.0 15.2 56.8 92.2 40.1 30.6 --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 7.6 15.0 50.3 92.0 37.8 27.7 24.6
Principal Emer-Bluechip -Direct (G) Not Ranked
6.55 7.4 18.6 52.1 91.2 -- -- --
JPMorgan (I) Smaller Co. (G) Rank 2
115.36 7.7 13.6 55.7 91.2 39.9 28.4 21.5
Tata Mid Cap Growth Fund (G) Rank 3
215.08 9.3 18.3 58.1 90.9 37.3 27.2 18.3
Religare Invesco Mid N SmallCap (G) Rank 2
123.11 7.3 16.7 50.1 90.4 41.5 28.1 25.9
Principal Emerging Bluechip(G) Rank 3
281.30 7.4 18.4 51.7 90.2 40.2 30.6 18.4
Sundaram Select Midcap -Direct (G) Not Ranked
44.90 9.4 17.4 58.5 89.4 -- -- --
Kotak Mid-Cap Fund - Direct (G) Not Ranked
2.01 8.8 19.4 52.5 89.1 -- -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.99 9.4 17.4 58.2 88.9 36.1 25.6 19.8
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 9.4 17.2 57.7 88.1 35.9 25.2 19.2
Kotak Mid-Cap Fund (G) Rank 4
243.65 8.7 19.1 51.9 87.7 30.9 23.3 18.2
Birla SL Small & Midcap -Direct (G) Not Ranked
1.01 9.2 11.8 48.9 84.3 -- -- --
ING Midcap Fund -Direct (G) Not Ranked
1.12 7.1 13.6 49.2 84.0 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.11 8.8 17.1 52.4 83.9 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
49.71 8.0 17.1 51.9 83.8 -- -- --
Taurus Discovery Fund (G) Not Ranked
24.41 8.8 17.0 52.1 83.2 34.8 24.1 14.6
Birla SL Small and Midcap Fund (G) Rank 3
101.40 9.1 11.5 48.1 82.6 32.9 21.4 17.1
Franklin India Prima Fund (G) Rank 3
1,362.99 7.8 16.7 51.2 82.2 41.4 29.6 21.1
ING Midcap Fund (G) Not Ranked
28.21 7.0 13.3 48.5 82.1 35.0 23.6 16.3
Birla SL Midcap Fund -Direct (G) Not Ranked
11.96 7.3 12.8 49.5 80.9 -- -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
1.00 5.5 15.6 54.2 80.5 -- -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,104.83 7.2 12.5 48.8 79.4 29.6 20.9 14.1
BNP Paribas Mid Cap Fund (G) Rank 2
114.12 5.4 15.3 53.5 78.9 39.2 29.2 23.6
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
20.67 8.8 20.0 45.0 78.7 -- -- --
SBI Magnum Global Fund (G) Rank 3
1,047.29 8.8 19.8 44.6 77.6 38.0 25.8 21.4
IDFC Premier Equity - Direct (G) Not Ranked
214.86 7.8 17.3 39.6 73.3 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
53.62 10.3 18.8 50.2 72.4 -- -- --
IDFC Premier Equity - B (G) Not Ranked
46.83 7.8 17.1 39.2 72.3 33.8 24.0 21.8
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 7.7 17.1 39.1 72.2 33.7 23.9 21.8
IDFC Sterling Equity Fund - G Rank 5
1,436.55 10.2 18.4 49.4 70.8 29.4 21.9 19.9
Birla SL Buy India -Direct (G) Not Ranked
0.75 9.9 18.9 46.0 69.3 -- -- --
Birla Sun Life Buy India (G) Not Ranked
37.01 9.8 18.7 45.5 68.4 34.1 23.8 18.1
Birla SL MNC Fund -Direct (G) Not Ranked
13.12 7.1 16.9 48.0 68.3 -- -- --
Birla Sun Life MNC Fund (G) Rank 4
516.46 7.0 16.7 47.4 67.1 33.9 26.4 23.6
Motilal MOSt Shares Midcap 100 ETF Not Ranked
198.77 5.4 11.6 45.4 66.3 26.1 17.7 --
SBI Emerging Businesses -Direct (G) Not Ranked
76.40 6.2 17.4 44.7 65.8 -- -- --
SBI Emerging Busi (G) Rank 5
1,266.46 6.1 17.2 44.2 64.7 26.6 22.5 23.5
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.20 8.2 13.9 38.2 63.4 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
8.07 8.1 13.7 37.8 62.8 31.4 20.8 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.17 8.1 13.2 35.7 60.1 -- -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.08 5.3 10.2 39.7 59.9 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.90 8.1 13.1 35.5 59.6 30.1 21.1 16.5
Sundaram Equity Multiplier (G) Rank 4
114.39 5.2 10.0 38.8 58.7 21.7 15.1 9.8
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 8.1 12.9 35.1 58.5 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.59 8.1 12.8 34.9 58.1 28.8 20.0 15.4
Sundaram Rural India -Direct (G) Not Ranked
0.11 7.2 14.1 37.0 57.0 -- -- --
Sundaram Rural India Fund (G) Rank 5
118.10 7.1 13.9 36.4 56.0 24.7 16.5 13.3
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
36.84 12.6 25.8 85.4 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
13.30 8.3 16.1 48.4 -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
76.92 6.6 12.8 33.5 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
2.78 13.3 27.5 82.6 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
129.32 7.0 14.4 -- -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
44.90 8.2 15.8 47.6 -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
4.04 9.2 17.3 62.8 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
10.18 6.8 10.8 -- -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
0.32 6.9 10.9 -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
207.61 9.1 17.0 62.0 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
28.72 13.1 26.9 81.0 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
4.30 12.7 26.3 87.0 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
10.34 7.0 14.6 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
0.51 7.1 10.6 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
44.89 7.2 10.5 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.22 8.4 15.8 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
106.82 8.3 15.8 -- -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
70.28 12.8 26.4 87.4 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
3.96 12.9 27.0 89.0 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
2.49 12.9 27.0 88.2 -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.13 6.7 12.9 33.9 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
45.38 12.8 26.4 86.6 -- -- -- --
CATEGORY AVERAGE 8.5 16.9 50.8 71.5 14.9 10.5 6.9

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

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.