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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 - Returns (in %) - as on Jan 27, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.90 9.4 22.2 44.3 143.2 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.28 9.3 21.9 44.0 141.6 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
95.01 9.3 21.7 43.1 139.1 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
21.04 6.4 19.0 42.5 138.0 47.9 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 6.4 19.1 42.5 137.5 47.5 39.7 19.4
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
62.50 9.2 21.4 42.8 137.5 -- -- --
Sundaram SMILE Fund (G) Rank 3
654.02 6.3 18.8 41.9 135.9 46.8 38.8 18.6
SBI Small & Midcap Fund -Direct (G) Not Ranked
22.45 8.7 27.0 44.7 125.3 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
121.80 8.6 26.6 43.8 123.0 -- -- --
Reliance Small Cap - Direct (G) Not Ranked
107.13 7.8 15.0 36.1 119.4 58.5 -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
21.35 6.6 18.6 34.7 118.7 48.6 -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
61.06 6.1 17.9 37.6 118.6 49.9 -- --
Reliance Small Cap Fund (G) Rank 1
1,174.86 7.8 14.7 35.5 117.5 57.3 44.3 --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,562.61 6.0 17.7 37.1 117.1 49.0 40.3 25.5
Can Robeco Emerg-Equities (G) Rank 1
147.93 6.6 18.4 34.2 117.0 47.3 42.4 26.5
Birla SL Pure Value - Direct (G) Not Ranked
41.74 3.9 15.1 22.7 111.4 47.3 -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
5.57 8.2 22.8 35.7 109.9 47.1 -- --
Birla SL Pure Value Fund (G) Rank 3
299.43 3.8 14.8 22.1 109.7 46.3 38.3 23.0
Franklin (I) Smaller Co -Direct (G) Not Ranked
131.47 7.0 17.5 32.5 107.5 51.2 -- --
JPMorgan (I) Smaller Co. (G) Rank 3
269.21 8.1 22.3 34.7 107.3 45.5 40.5 24.7
UTI Mid Cap - Direct (G) Not Ranked
70.56 5.1 13.6 34.7 105.7 51.1 -- --
Franklin (I) Smaller Cos (G) Rank 1
1,375.08 6.8 17.0 31.4 105.3 50.0 46.3 25.4
HSBC Midcap Equity - Direct (G) Not Ranked
45.36 8.4 18.0 29.4 104.3 40.6 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
53.35 6.8 17.8 29.2 104.3 46.4 -- --
UTI Mid Cap (G) Rank 1
1,885.59 5.0 13.4 34.2 104.2 50.1 40.7 23.4
Tata Mid Cap Growth - Direct (G) Not Ranked
6.42 8.2 20.1 34.0 103.3 45.5 -- --
HSBC Midcap Equity Fund (G) Rank 3
230.12 8.3 17.8 28.9 102.9 39.5 34.6 13.5
Kotak Emerging Equity -Direct (G) Not Ranked
1.89 7.7 20.9 36.3 102.8 39.0 -- --
L&T Midcap Fund -Direct (G) Not Ranked
5.36 6.8 16.8 32.4 102.7 44.9 -- --
ICICI Pru MidCap Fund (G) Rank 3
948.48 6.7 17.5 28.6 102.6 45.4 37.1 19.5
Mirae Emerging Bluechip -Direct (G) Not Ranked
32.24 6.9 17.0 36.3 101.6 47.3 -- --
Tata Mid Cap Growth Fund (G) Rank 2
325.69 8.1 19.8 33.4 101.6 44.4 37.4 21.6
Birla SL MNC Fund -Direct (G) Not Ranked
24.93 10.5 30.0 43.1 101.5 47.1 -- --
Kotak Emerging Equity (G) Rank 3
272.26 7.6 20.6 35.7 101.1 38.0 36.2 19.6
L&T Midcap Fund (G) Rank 2
258.94 6.7 16.6 31.8 101.0 43.4 36.9 19.9
Reliance Long Term Eqty -Direct (G) Not Ranked
47.59 6.6 14.9 30.6 100.7 43.5 -- --
Axis Small Cap Fund - Direct (G) Not Ranked
5.56 6.1 14.8 29.5 100.7 -- -- --
Birla Sun Life MNC Fund (G) Rank 4
827.56 10.4 29.7 42.4 99.7 46.1 38.6 28.0
Mirae Emerging Bluechip Fund (G) Rank 2
547.37 6.8 16.7 35.6 99.5 45.8 40.9 --
Sundaram Select Midcap -Direct (G) Not Ranked
70.30 7.1 19.2 33.1 99.2 42.2 -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
7.65 6.6 18.4 35.3 99.2 41.8 -- --
Reliance Long Term Equity (G) Rank 3
1,905.73 6.5 14.7 30.0 99.1 42.5 36.0 20.8
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.90 5.8 17.4 30.7 98.9 41.8 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.43 7.0 19.2 33.1 98.8 41.1 35.6 21.6
Axis Mid Cap Fund - Direct (G) Not Ranked
41.33 5.1 16.0 29.8 98.6 39.7 -- --
Franklin (I) Prima - Direct (G) Not Ranked
111.24 8.0 20.2 34.5 98.6 44.6 -- --
Axis Small Cap Fund - Regular (G) Not Ranked
283.86 6.0 14.5 28.7 98.5 -- -- --
Principal Emerging Bluechip(G) Rank 2
408.05 6.5 18.1 34.8 97.9 40.9 40.7 20.0
Sundaram Select Midcap -RP (G) Rank 4
2,473.95 7.0 19.0 32.5 97.4 40.8 35.1 20.8
Franklin India Prima Fund (G) Rank 3
2,579.75 7.9 19.7 33.4 96.3 43.3 39.8 23.1
Religare Invesco Mid Cap (G) Not Ranked
87.67 5.7 16.9 29.6 96.0 40.4 36.7 24.2
ICICI Pru Value Discovery - DP (G) Not Ranked
433.27 8.3 14.8 25.8 95.6 41.7 -- --
Axis Mid Cap Fund (G) Rank 3
781.14 5.0 15.6 28.9 95.2 37.9 39.2 --
ICICI Pru Value Discovery Fund (G) Rank 3
6,934.14 8.2 14.5 25.3 94.1 40.7 37.4 23.3
Religare Invesco Mid N Small-DP (G) Not Ranked
17.04 6.2 16.9 30.4 93.9 42.6 -- --
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
3.29 10.1 17.5 30.3 91.6 41.2 -- --
Religare Invesco Mid N SmallCap (G) Rank 3
291.89 6.0 16.4 29.4 91.3 41.1 37.9 25.9
Kotak Mid-Cap Fund (G) Rank 4
323.33 5.5 17.0 32.4 91.3 32.6 33.0 20.3
Birla SL Buy India -Direct (G) Not Ranked
1.24 11.7 24.9 39.2 91.1 40.9 -- --
HDFC MidCap Opport.- Direct (G) Not Ranked
550.48 5.7 16.5 30.5 90.8 42.9 -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
42.33 5.8 18.7 31.2 90.3 37.3 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
20.71 6.6 18.1 30.4 90.2 35.4 -- --
Birla Sun Life Buy India (G) Not Ranked
46.95 11.6 24.8 38.9 90.0 40.2 36.9 22.2
BNP Paribas Mid Cap Fund (G) Rank 2
232.20 10.0 17.2 29.5 89.7 40.3 39.4 25.1
HDFC MidCap Opportunities (G) Rank 3
7,671.50 5.7 16.2 30.0 89.4 42.1 36.6 25.4
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,579.25 5.7 18.5 30.7 89.0 36.4 33.2 20.4
Birla Sun Life Midcap Fund (G) Rank 5
1,380.47 6.6 17.9 29.8 88.5 34.4 30.9 16.3
Kotak Mid-Cap Fund - Direct (G) Not Ranked
4.44 6.8 17.5 31.3 87.3 34.2 -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.19 6.9 13.3 28.5 86.7 30.8 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Taurus Discovery Fund (G) Not Ranked
29.45 6.9 13.2 28.2 86.1 30.3 33.8 16.5
Birla SL Small & Midcap -Direct (G) Not Ranked
3.88 7.0 17.7 28.8 85.0 38.2 -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.56 3.1 2.3 7.7 83.7 29.7 -- --
Birla SL Small and Midcap Fund (G) Rank 4
165.52 7.0 17.3 28.1 83.2 37.0 31.9 18.2
SBI Magnum Global Fund - Direct (G) Not Ranked
71.61 7.8 18.3 33.6 83.1 40.5 -- --
SBI Magnum Global Fund (G) Rank 3
1,506.67 7.7 18.1 33.2 82.0 39.6 35.7 23.1
SBI Midcap Fund - Direct (G) Not Ranked
71.36 5.3 14.8 30.8 81.9 43.5 -- --
SBI Magnum Midcap Fund (G) Rank 2
669.63 5.3 14.5 30.3 80.7 42.7 40.0 20.8
IDFC Sterling Equity - Direct (G) Not Ranked
92.63 4.9 17.6 29.6 78.1 32.4 -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
147.12 5.9 13.7 22.2 77.5 26.3 24.8 --
IDFC Sterling Equity Fund - G Rank 5
1,645.82 4.8 17.3 29.0 76.4 31.2 31.1 20.1
IDFC Premier Equity - Direct (G) Not Ranked
502.78 7.0 15.6 26.9 75.2 35.5 -- --
IDFC Premier Equity - B (G) Not Ranked
45.37 6.9 15.3 26.4 74.1 34.7 32.4 22.1
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
IDFC Premier Equity - Regular (G) Rank 4
5,934.25 6.9 15.3 26.3 73.9 34.6 32.3 22.0
Sahara Midcap Fund - Direct (G) Not Ranked
6.14 4.4 6.3 19.0 73.6 33.8 -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Sahara Midcap Fund (G) Not Ranked
4.56 4.4 6.2 18.9 73.5 33.6 27.0 16.6
SBI Emerging Businesses -Direct (G) Not Ranked
105.77 5.7 15.9 24.4 72.8 25.7 -- --
SBI Emerging Busi (G) Rank 5
1,486.71 5.7 15.7 24.0 71.7 24.7 30.7 23.7
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sahara Star Value Fund (G) Not Ranked
1.83 3.2 2.3 7.7 70.6 24.7 19.6 11.4
Edelweiss Select Midcap -Direct (G) Not Ranked
0.49 7.0 17.7 26.0 68.6 33.4 -- --
Edelweiss Select Midcap Fund (G) Not Ranked
19.54 7.0 17.6 25.7 68.0 32.9 29.0 --
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.23 6.9 15.9 23.3 67.9 26.6 -- --
Sundaram Equity Multiplier (G) Rank 4
123.28 6.8 15.6 22.8 66.4 25.4 24.2 12.6
Sundaram Rural India -Direct (G) Not Ranked
0.20 6.9 14.6 24.5 63.6 26.1 -- --
Sundaram Rural India Fund (G) Rank 4
127.20 6.9 14.4 24.2 62.4 25.2 24.8 15.4
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.26 7.3 13.2 23.6 60.2 33.4 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.96 7.3 13.2 23.5 59.8 33.0 28.6 18.4
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 7.2 12.9 23.0 58.6 32.1 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.73 7.2 12.9 22.9 58.2 31.7 27.4 17.3
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.21 7.5 13.6 25.1 53.8 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
127.98 7.5 13.5 24.8 53.1 -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
0.00 2.0 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.51 9.2 21.9 44.0 -- -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
3.04 5.0 14.9 22.2 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
218.22 7.1 14.7 29.2 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.55 9.0 23.1 44.9 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
284.98 7.2 14.6 24.3 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
63.98 5.0 14.8 22.0 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
49.97 9.1 21.4 42.7 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
23.11 7.2 14.8 24.7 -- -- -- --
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.00 2.0 -- -- -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
113.67 7.1 20.2 32.4 -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
52.61 5.1 14.2 -- -- -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
119.41 5.2 13.7 18.0 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
110.96 7.3 20.6 33.3 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
135.79 7.5 20.9 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
4.88 7.6 21.5 -- -- -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
0.65 5.2 13.8 18.2 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.97 6.8 13.8 24.6 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
175.30 6.7 13.6 24.3 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.54 7.1 14.9 29.6 -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
6.54 5.1 14.4 -- -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
38.39 8.9 22.6 43.6 -- -- -- --
CATEGORY AVERAGE 6.5 16.0 27.9 74.3 28.2 24.7 13.1

Note : Returns have been calculated based on NAV's as on Jan 27, 2015 & Index values as on Jan 27, 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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