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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 Aug 20, 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 4.2 25.5 68.9 134.9 -- -- --
Reliance Small Cap Fund (G) Rank 1
535.00 4.1 25.2 68.1 133.0 43.6 31.8 --
HSBC Midcap Equity - Direct (G) Not Ranked
19.66 -1.2 14.9 52.6 127.1 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
108.05 -1.3 14.7 52.1 125.6 29.9 22.2 12.2
Birla SL Pure Value - Direct (G) Not Ranked
11.44 -1.1 6.8 73.6 121.1 -- -- --
Birla SL Pure Value Fund (G) Rank 1
97.71 -1.1 6.5 73.1 119.6 43.7 27.8 22.5
Sahara Star Value Fund -Direct (G) Not Ranked
0.13 -2.8 16.3 65.4 118.1 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
10.07 2.5 21.3 56.8 118.0 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
15.73 4.5 27.0 61.1 117.3 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
3.50 2.9 18.3 75.9 117.2 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 2.9 18.3 75.5 116.5 32.0 24.5 --
ICICI Pru MidCap Fund (G) Rank 3
318.91 2.4 21.0 56.1 116.4 38.3 25.8 19.3
DSP-BR Micro Cap Fund - RP (G) Rank 3
506.69 4.5 26.8 60.6 115.9 37.3 26.7 24.7
Sundaram SMILE Fund (G) Rank 4
332.35 2.8 18.1 75.0 115.7 31.4 23.7 15.5
UTI Mid Cap - Direct (G) Not Ranked
32.61 5.3 23.6 57.8 114.5 -- -- --
UTI Mid Cap (G) Rank 2
931.38 5.2 23.4 57.3 113.3 41.0 28.2 23.7
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.67 1.8 21.4 66.0 111.1 -- -- --
Can Robeco Emerg-Equities (G) Not Ranked
52.29 1.8 21.2 65.3 109.4 38.0 28.5 24.7
Franklin (I) Smaller Co -Direct (G) Not Ranked
31.57 6.1 21.4 59.8 106.8 -- -- --
Franklin (I) Smaller Cos (G) Rank 1
556.14 6.0 21.2 59.3 105.8 46.4 33.0 24.4
Sahara Star Value Fund (G) Not Ranked
1.59 -2.9 8.2 53.4 101.9 22.8 16.4 --
Mirae Emerging Bluechip -Direct (G) Not Ranked
14.06 4.6 18.6 48.9 100.5 -- -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 4.6 18.2 56.4 100.0 -- -- --
Reliance Long Term Eqty -Direct (G) Not Ranked
4.78 3.8 20.4 58.7 99.5 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 4.5 18.0 55.9 98.6 36.9 30.2 24.3
Mirae Emerging Bluechip Fund (G) Rank 2
283.45 4.5 18.3 48.1 98.4 39.0 29.6 --
Kotak Emerging Equity -Direct (G) Not Ranked
0.26 4.8 22.1 55.7 98.2 -- -- --
Reliance Long Term Equity (G) Rank 3
945.05 3.7 20.2 58.1 98.1 33.4 24.8 19.7
Kotak Emerging Equity (G) Not Ranked
56.73 4.7 21.9 55.0 96.8 30.9 23.9 18.4
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.64 4.0 18.4 53.3 95.9 -- -- --
SBI Midcap Fund - Direct (G) Not Ranked
38.56 2.8 17.1 38.7 94.3 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
6.55 4.5 17.9 50.2 93.8 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
58.07 3.9 18.0 52.3 93.8 35.5 24.4 23.6
Tata Mid Cap Growth - Direct (G) Not Ranked
1.40 2.3 20.6 52.0 93.3 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
325.50 2.7 16.9 38.2 93.2 40.8 27.2 18.9
L&T Midcap Fund -Direct (G) Not Ranked
1.79 2.7 19.3 55.1 93.1 -- -- --
Principal Emerging Bluechip(G) Rank 3
281.30 4.4 17.7 49.8 92.8 36.9 28.7 19.8
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 3.6 16.3 45.8 92.7 -- -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
6.00 3.9 17.1 49.7 92.3 -- -- --
Tata Mid Cap Growth Fund (G) Rank 3
215.08 2.2 20.4 51.4 91.8 32.3 24.3 18.0
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
20.14 0.4 13.8 46.0 91.8 -- -- --
L&T Midcap Fund (G) Rank 2
133.55 2.6 19.0 54.4 91.6 33.4 24.0 19.0
HDFC MidCap Opportunities (G) Rank 3
4,228.85 3.5 16.1 45.4 91.6 34.4 25.3 25.4
Axis Mid Cap Fund - Direct (G) Not Ranked
4.47 2.3 15.1 56.5 91.3 -- -- --
ING Midcap Fund -Direct (G) Not Ranked
1.12 0.4 11.3 47.4 90.9 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,102.08 0.3 13.6 45.5 90.6 28.7 20.0 20.5
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
2.66 0.7 15.1 53.2 90.4 -- -- --
Religare Invesco Mid N SmallCap (G) Rank 2
123.11 3.8 16.7 48.9 90.3 37.5 25.9 26.1
ING Midcap Fund (G) Not Ranked
28.21 0.4 11.0 46.7 89.0 32.4 21.6 17.5
Sundaram Select Midcap -Direct (G) Not Ranked
44.90 0.6 16.2 52.6 88.8 -- -- --
JPMorgan (I) Smaller Co. (G) Rank 2
115.36 0.6 14.8 52.4 88.5 35.8 25.7 22.1
Axis Mid Cap Fund (G) Rank 3
337.30 2.2 14.7 55.0 88.5 35.8 27.7 --
Sundaram Select Midcap -IP (D) Not Ranked
0.99 0.6 16.2 52.3 88.3 31.2 22.0 20.3
Kotak Mid-Cap Fund - Direct (G) Not Ranked
2.01 3.7 17.9 49.9 88.1 -- -- --
Sahara Midcap Fund - Direct (G) Not Ranked
5.48 0.4 13.8 45.4 88.0 -- -- --
Sahara Midcap Fund (G) Not Ranked
3.75 0.4 13.8 45.5 87.9 29.9 19.2 16.9
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 0.5 16.0 51.8 87.6 31.0 21.7 19.6
Kotak Mid-Cap Fund (G) Rank 4
243.65 3.6 17.7 49.3 86.7 27.8 20.5 18.8
Franklin (I) Prima - Direct (G) Not Ranked
49.71 3.5 16.2 49.9 85.1 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.11 2.5 14.2 47.1 84.8 -- -- --
Taurus Discovery Fund (G) Not Ranked
24.41 2.5 14.2 46.8 84.2 31.3 21.6 15.2
Franklin India Prima Fund (G) Rank 3
1,362.99 3.4 15.9 49.4 83.6 37.7 27.4 21.6
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
1.00 4.6 19.0 52.6 83.5 -- -- --
BNP Paribas Mid Cap Fund (G) Rank 2
114.12 4.6 18.7 52.0 81.9 37.5 28.4 24.7
Birla SL Midcap Fund -Direct (G) Not Ranked
11.96 0.5 15.6 44.3 81.8 -- -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,104.83 0.4 15.3 43.7 80.4 26.7 18.7 15.2
Birla SL Small & Midcap -Direct (G) Not Ranked
1.01 -1.7 11.6 43.6 78.4 -- -- --
Birla SL Small and Midcap Fund (G) Rank 3
101.40 -1.8 11.2 42.9 76.8 28.8 18.9 17.5
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
198.77 1.6 11.0 45.8 73.4 24.6 16.6 --
SBI Magnum Global Fund - Direct (G) Not Ranked
20.67 2.2 18.1 40.5 72.2 -- -- --
SBI Magnum Global Fund (G) Rank 3
1,047.29 2.2 17.9 40.0 71.2 33.0 22.8 21.5
IDFC Premier Equity - Direct (G) Not Ranked
214.86 0.7 16.8 39.2 67.6 -- -- --
IDFC Premier Equity - B (G) Not Ranked
46.83 0.6 16.6 38.8 66.6 30.3 21.7 22.4
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 0.6 16.6 38.8 66.5 30.3 21.7 22.3
Birla SL MNC Fund -Direct (G) Not Ranked
13.12 3.6 24.3 46.7 66.2 -- -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.20 0.7 11.7 31.6 66.0 -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
8.07 0.7 11.5 31.3 65.3 27.7 18.2 --
Birla Sun Life MNC Fund (G) Rank 4
516.46 3.6 24.1 46.1 65.1 30.2 24.3 24.5
Birla SL Buy India -Direct (G) Not Ranked
0.75 2.2 18.9 40.4 64.4 -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
53.62 2.8 15.6 40.1 64.3 -- -- --
Birla Sun Life Buy India (G) Not Ranked
37.01 2.2 18.7 40.0 63.5 28.8 20.4 18.6
IDFC Sterling Equity Fund - G Rank 5
1,436.55 2.7 15.3 39.4 62.8 23.5 20.0 18.5
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.08 2.1 11.9 37.3 61.9 -- -- --
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
76.40 1.5 20.0 42.9 61.7 -- -- --
Sundaram Equity Multiplier (G) Rank 4
114.39 2.0 11.7 36.5 60.8 17.9 14.1 10.9
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
SBI Emerging Busi (G) Rank 5
1,266.46 1.4 19.8 42.5 60.7 24.7 22.1 24.3
Sundaram Rural India -Direct (G) Not Ranked
0.11 3.2 11.5 32.5 58.8 -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.17 0.6 8.9 29.7 58.0 -- -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sundaram Rural India Fund (G) Rank 5
118.10 3.1 11.2 31.9 57.8 22.4 15.3 14.1
Sahara Wealth Plus - VPO (G) Not Ranked
8.90 0.6 8.8 29.5 57.5 27.0 18.9 16.6
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 0.5 8.6 29.1 56.4 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.59 0.5 8.5 28.9 56.0 25.8 17.8 15.6
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
36.84 2.3 28.3 72.1 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
2.78 2.2 29.6 -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
207.61 2.8 19.3 59.0 -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
76.92 1.7 10.2 27.4 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
13.30 -1.1 19.9 42.4 -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
0.32 -0.3 -- -- -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
10.18 -0.3 -- -- -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
4.04 2.8 19.6 59.8 -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
44.90 -1.1 19.6 41.7 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
28.72 2.1 29.0 -- -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
4.30 2.5 28.8 73.5 -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.13 1.7 10.4 27.7 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
129.32 0.6 14.7 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
0.51 1.6 -- -- -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
10.34 0.7 15.0 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
44.89 1.6 -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.22 2.5 14.0 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
106.82 2.5 14.0 -- -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
70.28 2.4 29.2 74.5 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
3.96 2.6 29.7 76.0 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
2.49 2.6 29.5 75.0 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
45.38 2.5 29.0 73.5 -- -- -- --
CATEGORY AVERAGE 2.0 16.4 44.7 69.8 13.2 9.5 6.9

Note : Returns have been calculated based on NAV's as on Aug 20, 2014 & Index values as on Aug 20, 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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