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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 Sep 30, 2014
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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 6.7 14.3 63.8 143.7 -- -- --
Reliance Small Cap Fund (G) Rank 1
535.00 6.6 14.0 63.1 141.8 44.1 36.1 --
HSBC Midcap Equity - Direct (G) Not Ranked
19.66 5.8 8.4 48.1 125.7 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
108.05 5.7 8.2 47.6 124.2 29.6 26.3 11.4
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
15.73 6.1 16.3 60.1 119.7 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.13 2.2 -1.8 56.0 119.4 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 3
506.69 6.1 16.1 59.6 118.3 37.7 30.1 24.9
Sundaram SMILE Fund -Direct (G) Not Ranked
3.50 5.8 12.5 67.5 117.6 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 5.8 12.6 67.5 117.0 33.9 28.1 --
Sundaram SMILE Fund (G) Rank 4
332.35 5.7 12.3 66.8 115.8 33.2 27.3 14.4
UTI Mid Cap - Direct (G) Not Ranked
32.61 5.2 16.4 51.6 115.3 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.67 4.8 12.3 57.8 114.5 -- -- --
UTI Mid Cap (G) Rank 2
931.38 5.2 16.1 51.1 113.9 41.7 31.3 21.6
Can Robeco Emerg-Equities (G) Not Ranked
52.29 4.8 12.0 57.1 112.8 38.7 32.9 23.8
ICICI Pru MidCap Fund - Direct (G) Not Ranked
10.07 2.5 9.7 53.2 111.2 -- -- --
ICICI Pru MidCap Fund (G) Rank 3
318.91 2.5 9.4 52.6 109.6 36.3 29.6 18.1
Birla SL Pure Value - Direct (G) Not Ranked
11.44 0.6 -1.1 50.7 104.7 -- -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
31.57 1.2 14.7 49.1 103.5 -- -- --
Birla SL Pure Value Fund (G) Rank 1
97.71 0.5 -1.3 50.3 103.4 39.7 28.9 20.2
Sahara Star Value Fund (G) Not Ranked
1.59 2.2 -1.8 44.9 103.2 21.8 19.5 11.3
Franklin (I) Smaller Cos (G) Rank 1
556.14 1.1 14.4 48.5 102.1 42.6 35.6 23.0
Reliance Long Term Eqty -Direct (G) Not Ranked
4.78 4.5 10.8 53.3 101.6 -- -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
14.06 5.7 14.6 45.8 100.7 -- -- --
Reliance Long Term Equity (G) Rank 3
945.05 4.4 10.5 52.6 100.1 31.5 27.5 18.1
Kotak Emerging Equity -Direct (G) Not Ranked
0.26 4.1 14.5 52.1 98.7 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 2
283.45 5.7 14.3 45.1 98.6 38.7 32.8 --
Kotak Emerging Equity (G) Not Ranked
56.73 4.0 14.2 51.5 97.2 30.3 27.6 17.2
SBI Midcap Fund - Direct (G) Not Ranked
38.56 5.1 13.3 38.4 94.8 -- -- --
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.64 3.5 10.7 44.5 94.4 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
325.50 5.0 13.1 38.0 93.5 40.3 32.2 18.0
Sahara Midcap Fund (G) Not Ranked
3.75 5.6 6.7 46.1 92.7 30.4 24.3 16.5
Sahara Midcap Fund - Direct (G) Not Ranked
5.48 5.7 6.7 46.2 92.7 -- -- --
L&T Midcap Fund -Direct (G) Not Ranked
1.79 5.3 11.6 48.5 92.6 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
58.07 3.4 10.4 43.5 92.1 35.4 28.4 22.3
Axis Mid Cap Fund - Direct (G) Not Ranked
4.47 4.0 7.7 47.2 91.1 -- -- --
L&T Midcap Fund (G) Rank 2
133.55 5.2 11.4 48.0 91.1 35.6 28.6 17.5
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 2.5 9.1 42.1 90.8 -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 2.4 8.9 41.6 89.6 33.6 28.8 23.6
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 1.3 9.6 45.8 89.3 -- -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
6.00 3.1 9.7 41.4 89.0 -- -- --
Axis Mid Cap Fund (G) Rank 3
337.30 3.8 7.3 45.6 88.2 34.7 31.2 --
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 1.2 9.4 45.2 87.9 35.4 33.3 22.0
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
20.14 2.8 4.1 41.2 87.2 -- -- --
Religare Invesco Mid N SmallCap (G) Rank 2
123.11 3.1 9.4 40.6 87.0 37.0 29.9 25.1
Tata Mid Cap Growth - Direct (G) Not Ranked
1.40 4.5 10.6 49.2 86.9 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
6.55 2.9 9.8 40.9 86.6 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
2.66 3.7 6.6 45.8 86.6 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,102.08 2.7 3.9 40.8 86.0 28.3 23.3 18.7
Tata Mid Cap Growth Fund (G) Rank 3
215.08 4.4 10.4 48.5 85.5 33.1 28.0 17.6
Kotak Mid-Cap Fund - Direct (G) Not Ranked
2.01 3.3 11.3 43.4 85.5 -- -- --
Principal Emerging Bluechip(G) Rank 3
281.30 2.9 9.7 40.5 85.5 34.5 31.6 17.3
Sundaram Select Midcap -Direct (G) Not Ranked
44.90 3.8 8.0 46.2 85.1 -- -- --
JPMorgan (I) Smaller Co. (G) Rank 2
115.36 3.5 6.3 45.0 84.7 34.9 29.3 20.8
Sundaram Select Midcap -IP (D) Not Ranked
0.99 3.8 8.0 46.2 84.7 30.5 26.7 19.0
Kotak Mid-Cap Fund (G) Rank 4
243.65 3.2 11.1 42.8 84.2 26.2 24.4 17.5
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 3.7 7.8 45.6 83.7 30.2 26.4 18.3
Franklin (I) Prima - Direct (G) Not Ranked
49.71 2.2 10.4 39.8 81.7 -- -- --
Franklin India Prima Fund (G) Rank 3
1,362.99 2.0 10.0 39.1 80.0 35.2 29.6 20.1
Birla SL Small & Midcap -Direct (G) Not Ranked
1.01 5.3 4.9 39.8 78.6 -- -- --
SBI Magnum Global Fund - Direct (G) Not Ranked
20.67 5.2 14.2 39.3 77.8 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.11 3.5 8.7 41.4 77.8 -- -- --
ING Midcap Fund -Direct (G) Not Ranked
1.12 1.5 3.3 35.0 77.6 -- -- --
Taurus Discovery Fund (G) Not Ranked
24.41 3.5 8.6 41.1 77.1 28.4 25.5 13.5
Birla SL Small and Midcap Fund (G) Rank 3
101.40 5.3 4.6 39.0 77.0 28.4 22.2 16.2
SBI Magnum Global Fund (G) Rank 3
1,047.29 5.1 14.0 38.8 76.7 34.4 27.7 21.1
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
1.00 2.2 9.8 44.7 75.8 -- -- --
ING Midcap Fund (G) Not Ranked
28.21 1.4 3.0 34.3 75.7 29.2 24.1 15.3
BNP Paribas Mid Cap Fund (G) Rank 2
114.12 2.1 9.5 44.0 74.2 34.9 30.4 23.0
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
11.96 2.7 4.2 38.3 74.1 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
214.86 3.6 9.9 32.6 72.7 -- -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,104.83 2.5 3.9 37.6 72.7 24.4 21.6 13.3
IDFC Premier Equity - B (G) Not Ranked
46.83 3.6 9.7 32.1 71.6 29.9 25.0 21.2
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 3.5 9.6 32.1 71.5 29.9 24.9 21.2
Birla SL Buy India -Direct (G) Not Ranked
0.75 4.6 13.3 37.2 68.0 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
13.12 3.1 11.7 39.8 67.3 -- -- --
Birla Sun Life Buy India (G) Not Ranked
37.01 4.5 13.2 36.8 67.1 29.6 24.9 17.4
IDFC Sterling Equity - Direct (G) Not Ranked
53.62 4.5 9.9 40.5 66.5 -- -- --
Birla Sun Life MNC Fund (G) Rank 4
516.46 3.0 11.5 39.2 66.2 30.3 27.2 23.4
SBI Emerging Businesses -Direct (G) Not Ranked
76.40 2.5 10.4 38.4 65.1 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,436.55 4.4 9.6 39.7 64.9 25.4 22.8 18.7
SBI Emerging Busi (G) Rank 5
1,266.46 2.5 10.2 38.0 64.0 23.8 24.2 22.9
Motilal MOSt Shares Midcap 100 ETF Not Ranked
198.77 0.8 2.8 33.6 62.9 21.2 19.0 --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.17 5.3 8.4 30.5 60.6 -- -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.90 5.3 8.3 30.3 60.1 26.8 23.3 15.9
Edelweiss Select Midcap -Direct (G) Not Ranked
0.20 3.2 7.9 31.3 60.0 -- -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
8.07 3.1 7.8 31.1 59.4 26.8 21.8 --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 5.3 8.2 29.9 59.0 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.59 5.3 8.1 29.7 58.6 25.6 22.2 14.8
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.08 0.6 3.9 30.5 57.6 -- -- --
Sundaram Rural India -Direct (G) Not Ranked
0.11 2.2 7.4 29.8 56.5 -- -- --
Sundaram Equity Multiplier (G) Rank 4
114.39 0.5 3.7 30.0 56.4 17.3 16.6 9.0
Sundaram Rural India Fund (G) Rank 5
118.10 2.1 7.3 29.4 55.5 20.0 17.8 12.7
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
2.78 7.3 14.9 73.5 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
28.72 7.2 14.4 72.0 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
4.30 6.9 14.4 74.9 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
44.89 2.2 3.6 -- -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
4.04 4.3 10.1 51.6 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
10.18 3.0 4.7 -- -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
0.32 3.1 4.8 -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
207.61 4.1 9.7 50.8 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
36.84 6.8 13.9 73.4 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
2.49 7.3 14.8 76.2 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.22 3.0 6.3 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
0.51 2.3 3.8 -- -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
129.32 3.5 6.4 -- -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
10.34 3.5 6.6 -- -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.13 2.8 5.1 27.5 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
106.82 3.0 6.2 -- -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
76.92 2.8 5.0 27.3 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
13.30 5.2 10.4 45.8 -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
70.28 7.1 14.1 74.8 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
3.96 7.2 14.6 76.2 -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
44.90 5.1 10.2 45.1 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
45.38 7.1 14.2 74.7 -- -- -- --
CATEGORY AVERAGE 3.8 9.0 41.4 68.4 12.9 10.9 6.6

Note : Returns have been calculated based on NAV's as on Sep 30, 2014 & Index values as on Sep 30, 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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