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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 Oct 31, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Reliance Small Cap - Direct (G) Not Ranked
66.73 3.3 21.0 64.3 121.1 -- -- --
Reliance Small Cap Fund (G) Rank 1
864.91 3.3 20.8 63.6 119.3 46.1 35.8 --
Sundaram SMILE Fund -Direct (G) Not Ranked
11.62 5.4 22.7 61.8 109.5 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
37.36 5.6 19.4 57.6 109.4 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 5.4 22.7 61.8 108.8 37.9 29.3 --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,158.70 5.5 19.2 57.0 108.1 40.1 30.8 27.3
Sundaram SMILE Fund (G) Rank 3
489.08 5.3 22.4 61.1 107.7 37.3 28.4 17.0
UTI Mid Cap - Direct (G) Not Ranked
45.29 4.8 21.6 55.5 104.9 -- -- --
UTI Mid Cap (G) Rank 1
1,315.91 4.7 21.3 54.9 103.6 45.4 32.3 24.8
HSBC Midcap Equity - Direct (G) Not Ranked
41.21 2.9 12.3 44.0 101.8 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
31.73 5.2 9.6 45.0 101.0 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
6.50 3.9 16.6 59.1 100.7 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
174.75 2.8 12.1 43.5 100.4 31.8 24.4 12.8
Birla SL Pure Value Fund (G) Rank 3
229.67 5.1 9.3 44.5 99.6 43.6 29.7 22.6
Can Robeco Emerg-Equities (G) Rank 1
95.40 3.8 16.4 58.4 99.1 40.8 32.8 27.2
Sahara Star Value Fund -Direct (G) Not Ranked
0.75 1.8 8.6 49.7 99.0 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
36.48 3.5 12.9 48.7 98.8 -- -- --
ICICI Pru MidCap Fund (G) Rank 3
674.40 3.4 12.7 48.1 97.3 39.2 29.6 19.6
Reliance Long Term Eqty -Direct (G) Not Ranked
22.89 4.1 14.9 48.5 92.6 -- -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
84.68 4.0 16.1 50.2 91.8 -- -- --
Reliance Long Term Equity (G) Rank 3
1,492.24 4.0 14.6 47.8 91.0 35.3 28.1 20.7
Franklin (I) Smaller Cos (G) Rank 1
987.80 3.8 15.6 49.3 90.3 46.9 36.9 25.2
Mirae Emerging Bluechip -Direct (G) Not Ranked
24.01 3.7 18.6 46.9 89.3 -- -- --
Kotak Emerging Equity -Direct (G) Not Ranked
0.99 4.7 18.4 52.2 89.1 -- -- --
Kotak Emerging Equity (G) Rank 3
118.80 4.6 18.1 51.6 87.7 32.5 27.3 19.5
Mirae Emerging Bluechip Fund (G) Rank 2
425.33 3.6 18.3 46.1 87.3 40.7 33.1 --
L&T Midcap Fund -Direct (G) Not Ranked
3.75 4.0 16.5 49.0 85.5 -- -- --
Sahara Star Value Fund (G) Not Ranked
1.83 1.8 8.6 39.2 84.4 25.3 18.4 14.1
L&T Midcap Fund (G) Rank 2
212.40 3.9 16.2 48.4 84.1 37.8 29.3 19.6
SBI Midcap Fund - Direct (G) Not Ranked
56.85 3.8 15.7 42.4 83.2 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
4.49 4.9 15.6 48.9 82.4 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
521.46 3.8 15.5 42.0 82.1 40.9 31.9 22.4
Tata Mid Cap Growth - Direct (G) Not Ranked
3.98 3.9 15.3 49.0 81.1 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
4.96 6.2 18.4 45.3 80.7 -- -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
22.54 4.0 14.5 46.3 80.6 -- -- --
JPMorgan (I) Smaller Co. (G) Rank 3
199.08 4.8 15.2 48.0 80.5 38.7 29.9 23.0
Principal Emerging Bluechip(G) Rank 2
348.92 6.1 18.2 44.9 79.7 38.4 33.0 20.1
Tata Mid Cap Growth Fund (G) Rank 2
277.94 3.8 15.1 48.4 79.7 36.2 28.2 20.0
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 3.9 12.9 45.2 79.6 -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
60.94 3.2 15.1 43.5 78.9 -- -- --
Sundaram Select Midcap -IP (D) Not Ranked
1.07 3.2 15.1 43.4 78.5 32.9 26.6 --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 3.8 12.7 44.6 78.3 38.9 32.5 24.2
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 3.1 14.1 39.7 78.0 -- -- --
Axis Mid Cap Fund (G) Rank 3
575.18 3.8 14.1 45.2 77.7 36.1 31.6 --
Sundaram Select Midcap -RP (G) Rank 4
2,257.85 3.1 14.8 42.8 77.5 32.7 26.3 20.6
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.14 3.1 15.2 45.1 77.2 -- -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 3.0 13.9 39.2 76.9 37.0 28.8 25.3
Religare Invesco Mid Cap (G) Not Ranked
72.87 2.9 14.7 44.0 75.0 35.6 28.1 24.2
Kotak Mid-Cap Fund - Direct (G) Not Ranked
3.65 4.9 16.6 46.3 74.2 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
85.21 4.5 15.2 43.2 74.1 -- -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
34.87 4.3 14.3 44.8 73.8 -- -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
12.17 3.3 15.0 42.8 73.2 -- -- --
Kotak Mid-Cap Fund (G) Rank 4
289.63 4.8 16.3 45.7 72.9 29.0 24.7 19.9
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,368.84 4.2 14.1 44.3 72.7 30.2 23.4 20.9
Franklin India Prima Fund (G) Rank 3
2,024.54 4.3 14.6 42.3 72.4 38.3 30.6 22.1
Sahara Midcap Fund - Direct (G) Not Ranked
6.06 0.5 13.2 40.5 72.3 -- -- --
Sahara Midcap Fund (G) Not Ranked
4.44 0.5 13.1 40.5 72.2 31.9 23.2 18.0
Religare Invesco Mid N SmallCap (G) Rank 3
219.17 3.1 14.6 41.8 71.2 37.2 29.7 26.3
SBI Magnum Global Fund - Direct (G) Not Ranked
37.23 1.8 15.6 40.0 70.9 -- -- --
SBI Magnum Global Fund (G) Rank 3
1,273.97 1.8 15.5 39.6 69.9 34.8 27.1 22.5
Birla SL Midcap Fund -Direct (G) Not Ranked
19.41 6.3 13.1 40.5 69.4 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.16 4.6 16.1 44.8 68.7 -- -- --
Taurus Discovery Fund (G) Not Ranked
27.85 4.6 16.0 44.6 68.2 29.9 26.2 16.8
Birla Sun Life Midcap Fund (G) Rank 5
1,278.99 6.2 12.8 39.8 68.1 28.9 22.5 15.5
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
2.53 3.7 14.4 46.8 67.3 -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
1.99 2.5 12.6 36.8 65.8 -- -- --
BNP Paribas Mid Cap Fund (G) Rank 2
177.80 3.6 14.1 46.0 65.8 36.6 31.1 25.1
Birla SL Small and Midcap Fund (G) Rank 4
124.34 2.4 12.4 36.1 64.2 30.9 22.0 18.0
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
398.22 2.3 13.5 36.4 62.4 -- -- --
IDFC Premier Equity - B (G) Not Ranked
52.00 2.3 13.2 35.9 61.5 32.1 24.3 22.9
Birla SL MNC Fund -Direct (G) Not Ranked
18.30 2.1 13.1 43.1 61.4 -- -- --
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 2.3 13.2 35.8 61.3 32.0 24.3 22.8
Birla Sun Life MNC Fund (G) Rank 4
658.41 2.0 12.9 42.5 60.3 31.1 26.8 23.9
SBI Emerging Businesses -Direct (G) Not Ranked
94.69 1.3 9.9 37.3 60.0 -- -- --
Birla SL Buy India -Direct (G) Not Ranked
0.98 2.8 14.1 39.4 59.6 -- -- --
SBI Emerging Busi (G) Rank 5
1,415.80 1.2 9.8 36.9 59.0 24.3 23.3 24.6
Birla Sun Life Buy India (G) Not Ranked
43.00 2.8 14.0 38.9 58.7 31.1 24.6 19.6
Motilal MOSt Shares Midcap 100 ETF Not Ranked
243.02 4.0 10.1 34.8 56.1 24.0 19.1 --
IDFC Sterling Equity - Direct (G) Not Ranked
70.46 1.5 13.0 38.6 54.6 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,549.83 1.4 12.7 37.9 53.1 26.4 22.8 19.8
Edelweiss Select Midcap -Direct (G) Not Ranked
0.29 3.0 10.6 30.6 51.6 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
15.56 3.0 10.6 30.3 51.1 29.2 21.8 --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.16 4.1 10.4 33.7 50.2 -- -- --
Sundaram Equity Multiplier (G) Rank 4
120.24 4.1 10.2 33.2 49.0 21.6 17.3 11.8
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.23 0.3 12.0 29.0 47.7 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.56 0.3 12.0 28.8 47.3 27.6 21.8 17.2
Sundaram Rural India -Direct (G) Not Ranked
0.15 2.5 12.4 31.1 47.2 -- -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 0.2 11.8 28.3 46.3 -- -- --
Sundaram Rural India Fund (G) Rank 4
124.35 2.5 12.3 30.6 46.2 22.3 16.8 14.8
Sahara Wealth Plus - FPO (G) Not Ranked
1.69 0.2 11.7 28.2 45.9 26.4 20.7 16.1
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.19 3.6 21.4 73.2 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.04 3.3 21.6 74.1 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
45.71 3.5 20.9 71.7 -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
5.00 4.4 15.6 52.0 -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
2.13 3.5 10.1 -- -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
35.26 2.9 20.5 72.1 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.33 3.0 21.0 73.6 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
54.20 3.5 10.0 -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
256.01 4.3 15.3 51.2 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
57.01 3.1 21.0 72.6 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.17 3.4 21.6 74.2 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
261.17 2.8 12.1 -- -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
81.44 1.7 12.9 44.7 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
34.69 1.8 13.3 45.5 -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
106.78 3.1 12.2 29.7 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.82 3.9 11.4 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
161.93 3.9 11.2 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.29 4.9 14.8 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
197.09 4.9 14.6 -- -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
9.75 3.1 12.4 30.0 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
40.83 7.2 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
1.46 7.4 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
87.50 3.2 21.1 72.7 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
21.00 2.9 12.3 -- -- -- -- --
CATEGORY AVERAGE 3.4 14.1 40.7 59.1 13.6 10.7 7.0

Note : Returns have been calculated based on NAV's as on Oct 31, 2014 & Index values as on Oct 31, 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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