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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 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
Reliance Small Cap - Direct (G) Not Ranked
66.73 0.3 14.7 58.7 124.3 -- -- --
Reliance Small Cap Fund (G) Rank 1
864.91 0.2 14.4 58.0 122.5 42.7 35.4 --
Sundaram SMILE Fund -Direct (G) Not Ranked
11.62 1.4 16.2 55.6 108.2 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 1.4 16.2 55.6 107.5 35.4 28.8 --
HSBC Midcap Equity - Direct (G) Not Ranked
41.21 -0.7 7.4 40.0 107.0 -- -- --
Sundaram SMILE Fund (G) Rank 4
489.08 1.3 15.9 54.9 106.4 34.8 28.0 14.1
HSBC Midcap Equity Fund (G) Rank 3
174.75 -0.8 7.2 39.5 105.6 29.0 24.4 10.5
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
37.36 -- 12.9 52.0 105.5 -- -- --
DSP-BR Micro Cap Fund - RP (G) Rank 3
1,158.70 -0.1 12.7 51.5 104.1 36.8 29.5 25.3
UTI Mid Cap - Direct (G) Not Ranked
45.29 0.4 15.7 47.0 101.5 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
6.50 -0.6 10.2 51.4 101.5 -- -- --
UTI Mid Cap (G) Rank 2
1,315.91 0.3 15.5 46.4 100.2 41.9 31.4 21.3
Can Robeco Emerg-Equities (G) Not Ranked
95.40 -0.6 9.9 50.7 99.8 38.3 32.4 23.9
Birla SL Pure Value - Direct (G) Not Ranked
31.73 0.4 3.6 42.4 98.6 -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.75 -2.8 2.3 43.7 98.3 -- -- --
Birla SL Pure Value Fund (G) Rank 1
229.67 0.3 3.3 41.9 97.3 40.8 29.4 20.2
ICICI Pru MidCap Fund - Direct (G) Not Ranked
36.48 -1.1 7.3 39.8 96.1 -- -- --
ICICI Pru MidCap Fund (G) Rank 3
674.40 -1.1 7.1 39.2 94.6 35.8 28.6 17.1
Reliance Long Term Eqty -Direct (G) Not Ranked
22.89 0.3 10.9 45.0 91.2 -- -- --
Franklin (I) Smaller Co -Direct (G) Not Ranked
84.68 -- 12.4 43.9 91.0 -- -- --
Reliance Long Term Equity (G) Rank 3
1,492.24 0.2 10.6 44.3 89.7 33.7 28.0 17.9
Franklin (I) Smaller Cos (G) Rank 1
987.80 -0.1 11.9 43.1 89.6 43.7 36.6 22.2
Mirae Emerging Bluechip -Direct (G) Not Ranked
24.01 0.2 13.1 41.6 88.0 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 2
425.33 0.2 12.8 40.9 86.1 38.2 32.8 --
Kotak Emerging Equity -Direct (G) Not Ranked
0.99 -0.9 12.0 44.6 85.1 -- -- --
Sahara Star Value Fund (G) Not Ranked
1.83 -2.8 2.2 33.5 83.8 22.1 18.1 10.6
Kotak Emerging Equity (G) Not Ranked
118.80 -1.0 11.8 44.0 83.7 29.5 26.4 16.1
L&T Midcap Fund -Direct (G) Not Ranked
3.75 0.1 10.6 43.7 82.1 -- -- --
SBI Midcap Fund - Direct (G) Not Ranked
56.85 0.5 10.9 37.6 81.6 -- -- --
Axis Mid Cap Fund - Direct (G) Not Ranked
22.54 -0.2 10.1 41.6 81.2 -- -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 -0.4 8.5 39.2 80.6 -- -- --
L&T Midcap Fund (G) Rank 2
212.40 0.1 10.4 43.1 80.6 34.9 28.8 16.6
SBI Magnum Midcap Fund (G) Rank 2
521.46 0.4 10.7 37.1 80.5 39.3 31.8 18.2
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 0.4 9.7 35.6 79.3 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 -0.5 8.3 38.7 79.2 36.7 32.1 22.0
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.14 -0.4 9.4 39.0 78.8 -- -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 0.4 9.5 35.1 78.2 34.2 28.8 22.8
Axis Mid Cap Fund (G) Rank 3
575.18 -0.3 9.7 40.6 78.2 34.1 31.1 --
Tata Mid Cap Growth - Direct (G) Not Ranked
3.98 -1.1 9.0 42.2 77.8 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
4.49 -0.4 7.7 39.8 77.6 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
72.87 -0.5 9.0 38.1 76.7 33.4 27.7 21.4
Tata Mid Cap Growth Fund (G) Rank 3
277.94 -1.2 8.8 41.6 76.4 32.8 27.4 17.0
Principal Emer-Bluechip -Direct (G) Not Ranked
4.96 0.2 11.5 37.6 76.3 -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
60.94 -1.1 7.6 38.0 75.7 -- -- --
JPMorgan (I) Smaller Co. (G) Rank 2
199.08 -0.6 7.4 39.0 75.7 34.9 29.0 19.7
Principal Emerging Bluechip(G) Rank 3
348.92 0.1 11.3 37.2 75.3 34.6 31.5 17.2
Sundaram Select Midcap -IP (D) Not Ranked
1.07 -1.1 7.6 37.9 75.3 30.6 26.1 18.0
Religare Invesco Mid N Small-DP (G) Not Ranked
12.17 0.1 9.4 37.2 74.8 -- -- --
Sundaram Select Midcap -RP (G) Rank 3
2,257.85 -1.2 7.3 37.4 74.4 30.4 25.7 17.3
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
34.87 -1.3 7.5 34.9 74.2 -- -- --
Sahara Midcap Fund (G) Not Ranked
4.44 -3.8 8.9 35.5 73.7 29.5 22.8 15.1
Sahara Midcap Fund - Direct (G) Not Ranked
6.06 -3.8 8.9 35.5 73.7 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
85.21 0.4 10.7 37.2 73.3 -- -- --
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,368.84 -1.4 7.3 34.4 73.1 27.9 22.7 18.1
Religare Invesco Mid N SmallCap (G) Rank 2
219.17 -0.1 9.0 36.3 72.8 35.4 29.3 24.0
Kotak Mid-Cap Fund - Direct (G) Not Ranked
3.65 0.2 10.9 38.9 72.0 -- -- --
Franklin India Prima Fund (G) Rank 3
2,024.54 0.2 10.3 36.4 71.6 35.9 30.3 19.4
Kotak Mid-Cap Fund (G) Rank 4
289.63 0.1 10.7 38.3 70.7 26.7 24.1 16.6
SBI Magnum Global Fund - Direct (G) Not Ranked
37.23 -0.7 9.1 34.9 67.8 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.16 -0.4 9.8 39.0 67.7 -- -- --
ING Midcap Fund -Direct (G) Not Ranked
1.36 -3.8 8.0 30.5 67.5 -- -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
19.41 1.1 7.5 35.4 67.2 -- -- --
Taurus Discovery Fund (G) Not Ranked
27.85 -0.4 9.7 38.7 67.0 27.9 26.0 13.2
SBI Magnum Global Fund (G) Rank 3
1,273.97 -0.8 9.0 34.5 66.8 32.6 26.7 20.2
Birla SL Small & Midcap -Direct (G) Not Ranked
1.99 0.4 6.4 33.4 66.7 -- -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,278.99 1.0 7.2 34.7 65.9 26.6 21.9 12.8
ING Midcap Fund (G) Not Ranked
32.58 -3.9 7.8 29.8 65.8 27.6 23.4 14.9
Birla SL Small and Midcap Fund (G) Rank 3
124.34 0.3 6.2 32.7 65.2 29.1 22.2 15.6
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
2.53 0.6 9.5 40.7 64.8 -- -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
BNP Paribas Mid Cap Fund (G) Rank 2
177.80 0.5 9.1 39.9 63.3 34.3 30.6 22.2
Birla SL Buy India -Direct (G) Not Ranked
0.98 0.2 9.3 34.6 61.5 -- -- --
IDFC Premier Equity - Direct (G) Not Ranked
398.22 -0.5 7.5 31.3 61.3 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
18.30 -0.8 9.4 38.3 60.8 -- -- --
Birla Sun Life Buy India (G) Not Ranked
43.00 0.1 9.2 34.2 60.7 29.6 24.5 17.1
IDFC Premier Equity - B (G) Not Ranked
52.00 -0.6 7.3 30.8 60.3 29.7 24.1 20.4
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 -0.6 7.3 30.8 60.2 29.6 24.1 20.3
Birla Sun Life MNC Fund (G) Rank 4
658.41 -0.9 9.2 37.7 59.7 28.8 26.2 22.0
SBI Emerging Businesses -Direct (G) Not Ranked
94.69 -1.0 5.0 32.6 56.3 -- -- --
SBI Emerging Busi (G) Rank 5
1,415.80 -1.0 4.8 32.2 55.3 22.5 22.8 21.7
Motilal MOSt Shares Midcap 100 ETF Not Ranked
243.02 -0.5 4.7 29.0 54.4 21.6 19.0 --
IDFC Sterling Equity - Direct (G) Not Ranked
70.46 -2.3 9.3 33.7 52.7 -- -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.29 0.1 7.1 26.9 51.8 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,549.83 -2.4 9.0 33.0 51.2 24.1 21.9 17.6
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
Edelweiss Select Midcap Fund (G) Not Ranked
15.56 0.1 6.9 26.7 51.1 27.7 21.5 --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.16 -0.6 4.0 25.5 48.6 -- -- --
Sundaram Equity Multiplier (G) Rank 4
120.24 -0.6 3.8 25.0 47.4 17.9 16.6 8.7
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.23 -1.6 5.9 24.7 46.8 -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.56 -1.7 5.9 24.5 46.4 26.0 21.7 14.7
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sundaram Rural India -Direct (G) Not Ranked
0.15 -1.7 6.5 25.7 45.9 -- -- --
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 -1.7 5.7 24.1 45.4 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.69 -1.7 5.6 23.9 45.0 24.8 20.6 13.7
Sundaram Rural India Fund (G) Rank 5
124.35 -1.7 6.3 25.3 44.9 20.1 16.6 12.4
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
35.26 -0.8 13.0 60.6 -- -- -- --
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.33 -0.7 13.4 61.9 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
21.00 -1.2 5.1 -- -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
57.01 -0.8 13.7 61.1 -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
261.17 -1.3 4.9 -- -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
34.69 0.7 7.3 42.9 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.82 0.8 7.6 -- -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
5.00 0.1 10.7 45.1 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
54.20 -0.7 4.6 -- -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
2.13 -0.7 4.7 -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
256.01 -- 10.4 44.3 -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.19 -0.3 13.9 61.4 -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
45.71 -0.4 13.4 60.0 -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
106.78 -0.5 6.4 24.3 -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
40.83 -0.1 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
1.46 -- -- -- -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
81.44 0.6 7.0 42.2 -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
9.75 -0.4 6.6 24.6 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.29 1.6 10.4 -- -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
87.50 -0.7 13.7 61.1 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
197.09 1.5 10.2 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
161.93 0.7 7.5 -- -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.04 -0.6 14.2 62.5 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.17 -0.6 14.2 62.5 -- -- -- --
CATEGORY AVERAGE -0.4 8.7 35.2 58.4 12.6 10.6 6.3

Note : Returns have been calculated based on NAV's as on Oct 22, 2014 & Index values as on Oct 23, 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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