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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 Dec 22, 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
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.17 -1.0 10.1 35.6 117.2 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
87.50 -1.1 9.6 34.5 113.7 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
11.62 2.8 12.9 33.3 108.8 37.5 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 2.8 12.9 33.3 108.3 39.8 40.8 16.5
SBI Small & Midcap Fund -Direct (G) Not Ranked
13.03 6.0 11.9 43.5 108.1 -- -- --
Sundaram SMILE Fund (G) Rank 3
489.08 2.7 12.6 32.7 107.0 39.2 40.0 15.7
SBI Small & Midcap Fund (G) Not Ranked
83.42 5.8 11.5 42.7 106.0 -- -- --
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
37.36 1.5 12.0 36.2 103.7 42.9 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,158.70 1.5 11.8 35.8 102.3 43.7 41.8 25.3
Birla SL Pure Value - Direct (G) Not Ranked
31.73 2.1 9.5 15.5 100.8 43.3 -- --
Birla SL Pure Value Fund (G) Rank 3
229.67 2.0 9.3 15.0 99.3 44.6 39.6 21.1
Reliance Small Cap - Direct (G) Not Ranked
66.73 1.0 6.2 28.3 98.3 46.7 -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
6.50 1.4 10.3 31.6 98.0 40.3 -- --
Reliance Small Cap Fund (G) Rank 1
864.91 0.9 6.0 27.7 96.6 47.3 44.6 --
Can Robeco Emerg-Equities (G) Rank 1
95.40 1.3 10.0 31.0 96.3 41.7 43.1 24.8
UTI Mid Cap - Direct (G) Not Ranked
45.29 -0.9 6.0 33.5 90.9 42.6 -- --
UTI Mid Cap (G) Rank 1
1,315.91 -0.9 5.8 32.9 89.6 42.9 42.9 22.3
Franklin (I) Smaller Co -Direct (G) Not Ranked
84.68 1.9 9.7 31.3 88.8 45.0 -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
36.48 -1.1 9.5 26.2 87.3 39.1 -- --
Kotak Emerging Equity -Direct (G) Not Ranked
0.99 2.5 12.5 34.5 87.1 31.5 -- --
Franklin (I) Smaller Cos (G) Rank 1
987.80 1.7 9.2 30.4 87.0 45.5 46.4 23.2
HSBC Midcap Equity - Direct (G) Not Ranked
41.21 1.0 6.4 21.4 85.7 30.0 -- --
ICICI Pru MidCap Fund (G) Rank 3
674.40 -1.2 9.3 25.7 85.7 40.9 40.5 17.9
Kotak Emerging Equity (G) Rank 3
118.80 2.5 12.2 34.0 85.5 32.9 36.6 18.1
Mirae Emerging Bluechip -Direct (G) Not Ranked
24.01 2.3 9.9 30.3 84.6 40.5 -- --
Reliance Long Term Eqty -Direct (G) Not Ranked
22.89 1.2 7.7 27.1 84.5 35.1 -- --
HSBC Midcap Equity Fund (G) Rank 3
174.75 1.0 6.2 21.0 84.4 32.0 36.3 10.6
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
4.49 0.6 12.6 25.9 84.1 38.1 -- --
Reliance Long Term Equity (G) Rank 3
1,492.24 1.2 7.5 26.6 83.0 35.8 36.7 19.0
L&T Midcap Fund -Direct (G) Not Ranked
3.75 0.9 9.1 26.8 82.9 36.7 -- --
Mirae Emerging Bluechip Fund (G) Rank 2
425.33 2.3 9.7 29.6 82.7 41.3 41.9 --
JPMorgan (I) Smaller Co. (G) Rank 3
199.08 0.5 12.1 25.0 81.9 38.9 40.2 21.8
L&T Midcap Fund (G) Rank 2
212.40 0.8 8.8 26.3 81.4 38.2 36.9 17.5
Axis Small Cap Fund - Direct (G) Not Ranked
5.00 0.6 6.7 23.3 81.3 -- -- --
Principal Emer-Bluechip -Direct (G) Not Ranked
4.96 1.3 12.2 29.8 79.9 36.4 -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
3.98 0.4 9.7 27.7 79.7 36.8 -- --
Axis Small Cap Fund - Regular (G) Not Ranked
256.01 0.6 6.4 22.6 79.3 -- -- --
Principal Emerging Bluechip(G) Rank 2
348.92 1.2 11.9 29.4 78.9 38.1 42.5 18.2
Tata Mid Cap Growth Fund (G) Rank 2
277.94 0.3 9.5 27.2 78.3 37.5 36.9 18.8
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.14 0.8 10.5 28.1 77.9 35.4 -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
22.54 1.8 8.9 23.7 77.4 33.8 -- --
Franklin (I) Prima - Direct (G) Not Ranked
85.21 2.6 11.8 28.4 77.0 37.3 -- --
Religare Invesco Mid Cap (G) Not Ranked
72.87 0.6 9.9 27.1 75.5 36.6 37.8 22.8
Sundaram Select Midcap -Direct (G) Not Ranked
60.94 0.3 8.4 23.3 75.3 32.8 -- --
Franklin India Prima Fund (G) Rank 3
2,024.54 2.4 11.3 27.5 75.0 37.6 39.0 20.5
Sundaram Select Midcap -IP (D) Not Ranked
1.07 0.3 8.5 23.3 74.9 34.6 34.8 18.8
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 1.1 10.6 24.5 74.7 37.6 -- --
Axis Mid Cap Fund (G) Rank 3
575.18 1.7 8.5 22.9 74.5 34.5 39.4 --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 0.1 5.9 20.7 74.1 34.8 -- --
Sundaram Select Midcap -RP (G) Rank 4
2,257.85 0.2 8.2 22.8 73.8 34.3 34.4 18.1
HDFC MidCap Opportunities (G) Rank 3
6,209.50 1.0 10.4 24.0 73.5 38.3 38.0 23.7
Kotak Mid-Cap Fund - Direct (G) Not Ranked
3.65 0.9 10.3 28.4 73.5 27.1 -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
12.17 0.6 10.3 26.8 73.0 36.6 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 0.1 5.7 20.2 72.8 37.0 38.7 21.6
Birla SL Midcap Fund -Direct (G) Not Ranked
19.41 3.2 12.1 23.2 72.6 28.9 -- --
Kotak Mid-Cap Fund (G) Rank 4
289.63 0.8 10.1 27.8 72.2 28.1 33.7 18.0
Birla SL MNC Fund -Direct (G) Not Ranked
18.30 1.9 15.0 33.0 71.5 35.9 -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.75 -4.9 -4.2 0.4 71.4 23.7 -- --
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
34.87 2.5 10.3 24.5 71.3 29.7 -- --
Birla Sun Life Midcap Fund (G) Rank 5
1,278.99 3.2 11.9 22.6 71.2 30.2 31.0 14.0
Religare Invesco Mid N SmallCap (G) Rank 3
219.17 0.5 9.9 25.9 70.8 37.7 39.3 25.0
SBI Midcap Fund - Direct (G) Not Ranked
56.85 1.1 9.3 28.7 70.5 36.3 -- --
Birla Sun Life MNC Fund (G) Rank 4
658.41 1.8 14.7 32.4 70.2 36.2 37.5 24.5
DSP-BR Small & Mid Cap -RP (G) Rank 5
1,368.84 2.5 10.1 24.0 70.2 31.4 34.3 18.8
SBI Magnum Midcap Fund (G) Rank 2
521.46 1.0 9.1 28.3 69.3 38.4 41.0 19.3
SBI Magnum Global Fund - Direct (G) Not Ranked
37.23 2.7 9.1 29.4 67.0 33.3 -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
1.99 2.0 9.5 19.1 67.0 30.5 -- --
SBI Magnum Global Fund (G) Rank 3
1,273.97 2.6 8.9 29.0 66.0 35.3 35.6 20.6
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
2.53 0.5 7.1 21.5 65.7 32.7 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Birla SL Small and Midcap Fund (G) Rank 4
124.34 1.9 9.2 18.5 65.4 31.6 31.2 16.0
BNP Paribas Mid Cap Fund (G) Rank 2
177.80 0.4 6.8 20.8 64.1 34.3 38.8 22.0
Taurus Discovery Fund -Direct (G) Not Ranked
0.16 -1.5 5.7 21.7 61.4 25.3 -- --
IDFC Premier Equity - Direct (G) Not Ranked
398.22 2.2 8.3 25.7 61.1 29.1 -- --
Taurus Discovery Fund (G) Not Ranked
27.85 -1.5 5.6 21.5 60.8 26.3 33.6 13.9
Birla SL Buy India -Direct (G) Not Ranked
0.98 3.2 10.8 29.1 60.5 29.9 -- --
IDFC Premier Equity - B (G) Not Ranked
52.00 2.2 8.1 25.2 60.1 30.1 32.4 21.0
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 2.2 8.0 25.1 59.9 29.9 32.4 20.9
Birla Sun Life Buy India (G) Not Ranked
43.00 3.1 10.7 28.8 59.6 30.6 33.8 18.2
Sahara Star Value Fund (G) Not Ranked
1.83 -4.9 -4.2 0.2 59.0 22.3 22.6 10.0
SBI Emerging Businesses -Direct (G) Not Ranked
94.69 0.4 7.1 22.5 58.7 19.1 -- --
Sahara Midcap Fund - Direct (G) Not Ranked
6.06 -1.0 -1.2 13.3 57.7 27.0 -- --
Sahara Midcap Fund (G) Not Ranked
4.44 -1.0 -1.2 13.2 57.7 29.4 29.9 15.5
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
SBI Emerging Busi (G) Rank 5
1,415.80 0.3 6.9 22.1 57.6 21.4 30.3 22.2
Motilal MOSt Shares Midcap 100 ETF Not Ranked
243.02 -- 6.9 15.9 56.1 22.4 26.8 --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
IDFC Sterling Equity - Direct (G) Not Ranked
70.46 0.8 6.7 23.6 54.3 26.0 -- --
IDFC Sterling Equity Fund - G Rank 5
1,549.83 0.8 6.4 22.9 52.8 26.4 31.7 18.2
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.16 0.8 8.7 17.6 50.9 19.6 -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.29 0.1 8.4 20.8 49.9 27.0 -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sundaram Equity Multiplier (G) Rank 4
120.24 0.7 8.5 17.2 49.5 20.6 24.0 10.2
Edelweiss Select Midcap Fund (G) Not Ranked
15.56 0.1 8.3 20.6 49.4 28.7 29.6 --
Sundaram Rural India -Direct (G) Not Ranked
0.15 -1.5 5.7 18.5 46.7 18.5 -- --
Sundaram Rural India Fund (G) Rank 4
124.35 -1.6 5.6 18.1 45.6 20.2 23.9 12.6
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.23 -- 4.6 16.0 44.3 38.1 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.56 -- 4.5 15.8 43.9 27.9 28.0 15.9
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 -0.1 4.3 15.4 42.8 37.4 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.69 -0.1 4.3 15.3 42.5 26.6 26.8 14.8
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
9.75 -1.9 5.0 16.0 40.7 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
106.78 -1.9 4.8 15.7 40.0 -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.82 2.0 6.6 14.5 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
161.93 1.9 6.3 14.1 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
21.00 1.0 5.7 18.7 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
34.69 2.7 11.2 27.6 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
54.20 -1.5 4.3 15.9 -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
2.13 -1.4 4.5 16.1 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
261.17 1.0 5.5 18.3 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.33 -0.8 11.2 37.0 -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
81.44 2.6 10.8 26.8 -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
1.46 0.8 15.2 -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
40.83 0.6 14.6 -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.29 0.8 8.5 21.7 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
197.09 0.7 8.3 21.3 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
57.01 -1.1 9.5 34.3 -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.04 -0.9 9.9 35.6 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
45.71 -0.7 10.0 34.3 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.19 -0.6 10.4 35.5 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
35.26 -0.9 10.7 35.8 -- -- -- --
CATEGORY AVERAGE 0.8 8.3 23.8 60.8 25.4 14.0 6.6

Note : Returns have been calculated based on NAV's as on Dec 22, 2014 & Index values as on Dec 22, 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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