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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 Feb 26, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
5.90 -0.6 11.5 33.4 135.7 -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
3.28 -0.7 11.3 32.9 133.4 -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
95.01 -0.7 11.1 32.3 131.7 -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
5.51 -0.4 11.9 33.2 131.7 -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
62.50 -0.8 10.8 31.8 129.4 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
21.04 -2.2 8.7 29.0 128.6 52.9 -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 -2.2 8.7 29.0 128.1 52.7 36.0 18.7
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
49.97 -0.6 11.4 32.1 127.8 -- -- --
Sundaram SMILE Fund (G) Rank 3
654.02 -2.2 8.5 28.5 126.5 52.0 35.3 18.0
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
3.55 -0.3 11.7 34.3 121.2 -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
38.39 -0.5 11.2 33.2 117.7 -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
22.45 -2.0 15.1 35.7 110.8 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
121.80 -2.1 14.7 34.8 108.6 -- -- --
Can Robeco Emer-Equities-Direct (G) Not Ranked
21.35 -1.7 6.7 25.2 106.4 51.8 -- --
Can Robeco Emerg-Equities (G) Rank 1
147.93 -1.7 6.5 24.7 104.7 50.4 38.6 25.8
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
61.06 -1.9 6.9 27.0 102.0 56.3 -- --
Reliance Small Cap - Direct (G) Not Ranked
107.13 -4.8 6.0 19.3 101.9 58.8 -- --
DSP-BR Micro Cap Fund - RP (G) Rank 2
1,562.61 -1.9 6.8 26.6 100.7 55.3 38.0 23.9
Birla SL MNC Fund -Direct (G) Not Ranked
24.93 2.1 17.8 37.2 100.6 51.7 -- --
Reliance Small Cap Fund (G) Rank 2
1,174.86 -4.9 5.8 18.8 100.2 57.6 40.5 --
Kotak Emerging Equity - Direct (G) Not Ranked
1.89 -1.7 9.5 27.6 99.5 43.3 -- --
Birla Sun Life MNC Fund (G) Rank 3
827.56 2.0 17.6 36.5 98.9 50.7 36.9 27.3
Kotak Emerging Equity - Regular (G) Rank 2
272.26 -1.8 9.3 27.1 97.8 42.3 33.2 20.1
Birla SL Pure Value - Direct (G) Not Ranked
41.74 -4.5 1.5 15.7 96.5 47.3 -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
5.57 -1.4 9.5 28.3 95.9 49.2 -- --
Birla SL Pure Value Fund (G) Rank 3
299.43 -4.6 1.2 15.2 94.9 46.2 34.2 21.1
Franklin (I) Smaller Co -Direct (G) Not Ranked
131.47 -1.7 8.1 21.0 94.5 53.0 -- --
JPMorgan (I) Smaller Co. (G) Rank 2
269.21 -1.5 9.1 27.3 93.3 47.5 38.0 23.5
UTI Mid Cap - Direct (G) Not Ranked
70.56 -1.5 5.6 22.9 92.4 54.6 -- --
Franklin (I) Smaller Cos (G) Rank 2
1,375.08 -1.9 7.7 20.0 92.3 51.8 42.5 24.7
Religare Invesco Mid Cap-Direct (G) Not Ranked
1.90 1.8 9.9 25.1 91.4 47.5 -- --
L&T Midcap Fund -Direct (G) Not Ranked
5.36 -2.0 7.7 22.5 90.9 47.1 -- --
Reliance Mid & Small Cap - Direct (G) Not Ranked
47.59 -2.1 7.4 20.9 90.8 48.1 -- --
Tata Mid Cap Growth - Direct (G) Not Ranked
6.42 -0.6 9.8 27.2 90.5 49.4 -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
110.96 2.6 15.2 31.8 90.3 -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
5.56 -1.9 6.4 20.0 90.1 -- -- --
L&T Midcap Fund (G) Rank 1
258.94 -2.0 7.5 22.0 89.4 46.0 33.5 18.9
Reliance Mid & Small Cap Fund (G) Rank 4
1,905.73 -2.2 7.1 20.4 89.3 47.1 33.6 19.8
Tata Mid Cap Growth Fund (G) Rank 3
325.69 -0.6 9.5 26.7 89.0 48.3 34.8 21.2
UTI Mid Cap (G) Rank 2
1,885.59 -2.5 3.9 20.1 88.5 52.4 38.5 22.4
Religare Invesco Mid Cap (G) Not Ranked
87.67 1.6 9.3 23.9 88.5 45.8 35.9 23.6
Sundaram Select Midcap -Direct (G) Not Ranked
70.30 -1.6 8.5 22.8 88.2 44.9 -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
113.67 2.5 14.8 30.8 88.1 -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
283.86 -2.1 6.1 19.3 87.9 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
111.24 -1.6 10.3 25.8 87.8 46.2 -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.43 -1.6 8.5 22.8 87.7 44.4 32.8 20.8
ICICI Pru MidCap Fund - Direct (G) Not Ranked
53.35 -1.8 4.5 20.3 87.1 49.3 -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
17.04 2.0 10.0 24.9 87.0 48.4 -- --
Sundaram Select Midcap -RP (G) Rank 4
2,473.95 -1.7 8.3 22.3 86.4 44.1 32.4 20.1
Kotak Mid-Cap Fund - Direct (G) Not Ranked
4.44 -1.0 8.5 24.5 86.2 38.4 -- --
Franklin India Prima Fund (G) Rank 3
2,579.75 -1.7 9.9 24.7 85.5 44.8 36.7 22.3
ICICI Pru MidCap Fund (G) Rank 3
948.48 -1.9 4.2 19.7 85.5 48.2 33.9 17.9
Axis Mid Cap Fund - Direct (G) Not Ranked
41.33 -3.0 5.1 19.6 84.7 41.5 -- --
Kotak Mid-Cap Fund - Regular(G) Rank 4
323.33 -1.1 8.2 23.9 84.6 37.4 30.2 19.9
Religare Invesco Mid N SmallCap (G) Rank 3
291.89 1.9 9.5 24.0 84.5 46.8 36.9 25.2
HSBC Midcap Equity - Direct (G) Not Ranked
45.36 -3.1 8.7 22.4 84.5 45.7 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
433.27 -0.9 7.7 17.8 84.2 45.0 -- --
Mirae Emerging Bluechip -Direct (G) Not Ranked
32.24 -1.3 9.1 25.2 83.3 50.5 -- --
HSBC Midcap Equity Fund (G) Rank 3
230.12 -3.2 8.6 21.9 83.3 44.7 30.0 12.4
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 -1.0 7.5 17.3 82.7 43.9 34.8 22.4
Principal Emer-Bluechip -Direct (G) Not Ranked
7.65 -1.7 6.8 24.2 82.2 44.9 -- --
Axis Mid Cap Fund (G) Rank 3
781.14 -3.1 4.7 18.8 81.7 39.7 35.7 --
Mirae Emerging Bluechip Fund (G) Rank 3
547.37 -1.4 8.9 24.6 81.4 48.9 38.1 --
Principal Emerging Bluechip(G) Rank 1
408.05 -1.8 6.5 23.7 81.0 44.0 37.7 18.9
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
3.29 -3.0 8.5 18.7 80.1 42.6 -- --
Birla SL Buy India -Direct (G) Not Ranked
1.24 -3.5 12.8 28.8 79.3 42.1 -- --
Birla Sun Life Buy India (G) Not Ranked
46.95 -3.6 12.7 28.6 78.4 41.4 34.3 20.6
BNP Paribas Mid Cap Fund (G) Rank 2
232.20 -3.1 8.2 18.0 78.2 41.3 35.7 23.7
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
42.33 -2.1 6.3 22.1 77.6 41.2 -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.19 0.4 7.2 21.8 77.4 36.0 -- --
Birla SL Midcap Fund -Direct (G) Not Ranked
20.71 -1.5 9.2 24.8 77.1 38.1 -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
3.88 -1.9 8.4 24.1 77.0 40.6 -- --
Taurus Discovery Fund (G) Not Ranked
29.45 0.4 7.1 21.6 76.8 35.4 32.8 16.0
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,579.25 -2.2 6.1 21.7 76.4 40.3 29.9 19.2
SBI Magnum Global Fund - Direct (G) Not Ranked
71.61 -1.2 10.8 24.6 75.9 41.8 -- --
Birla Sun Life Midcap Fund (G) Rank 5
1,380.47 -1.6 8.9 24.2 75.5 37.0 28.5 15.6
Birla SL Small and Midcap Fund (G) Rank 3
165.52 -2.0 8.2 23.5 75.3 39.4 28.8 16.8
SBI Magnum Global Fund (G) Rank 3
1,506.67 -1.2 10.6 24.1 74.8 40.9 33.3 22.1
HDFC MidCap Opport.- Direct (G) Not Ranked
550.48 -3.5 4.7 17.9 72.9 44.1 -- --
HDFC MidCap Opportunities (G) Rank 4
7,671.50 -3.5 4.5 17.4 71.6 43.2 32.2 23.7
IDFC Sterling Equity - Direct (G) Not Ranked
92.63 -0.9 8.3 21.5 71.4 34.9 -- --
IDFC Sterling Equity Fund - G Rank 4
1,645.82 -0.9 8.2 21.0 69.8 33.7 28.8 19.2
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
SBI Midcap Fund - Direct (G) Not Ranked
71.36 -1.1 7.1 22.2 68.3 47.1 -- --
IDFC Premier Equity - Direct (G) Not Ranked
502.78 -0.3 9.2 21.5 67.3 38.2 -- --
SBI Magnum Midcap Fund (G) Rank 3
669.63 -1.2 6.9 21.8 67.2 46.2 37.4 21.0
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
105.77 -2.7 6.2 16.4 67.1 27.5 -- --
IDFC Premier Equity - B (G) Not Ranked
45.37 -0.3 9.0 21.0 66.2 37.3 30.8 21.8
SBI Emerging Busi (G) Rank 5
1,486.71 -2.8 6.0 16.0 66.0 26.5 28.4 22.4
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sahara Star Value Fund -Direct (G) Not Ranked
0.56 -5.4 -4.8 -0.3 66.0 33.7 -- --
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 -0.3 8.9 20.9 66.0 37.2 30.7 21.7
Motilal MOSt Shares Midcap 100 ETF Not Ranked
147.12 -2.2 4.8 14.9 65.0 29.6 21.4 --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.49 -0.9 7.3 21.4 59.3 37.5 -- --
Edelweiss Select Midcap Fund (G) Not Ranked
19.54 -0.9 7.2 21.2 58.7 37.0 27.2 --
Sahara Midcap Fund - Direct (G) Not Ranked
6.14 -4.2 -0.1 7.4 57.4 35.9 -- --
Sahara Midcap Fund (G) Not Ranked
4.56 -4.2 -0.2 7.2 57.3 35.7 23.6 14.9
Sahara Star Value Fund (G) Not Ranked
1.83 -5.4 -4.7 -0.2 54.2 28.6 15.9 9.9
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
11.21 0.5 7.7 19.8 52.8 -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
127.98 0.4 7.5 19.5 52.0 -- -- --
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.26 -1.6 5.9 17.0 50.1 35.0 -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.96 -1.6 5.9 16.9 49.6 34.7 26.5 17.8
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.05 -1.7 5.7 16.4 48.5 33.8 -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.73 -1.7 5.6 16.3 48.2 33.4 25.3 16.7
Birla SL Emer. Leaders-Sr 5-DP (G) Not Ranked
0.00 -1.7 -- -- -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
284.98 -2.6 6.2 17.0 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
63.98 -2.6 4.6 18.0 -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
218.22 -2.0 6.7 21.1 -- -- -- --
Union KBC Small & Mid Cap -DP (G) Not Ranked
3.04 -2.5 4.8 18.2 -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
2.54 -1.9 6.9 21.5 -- -- -- --
Birla SL Emer. Leaders-Sr 5-RP (G) Not Ranked
0.00 -1.9 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 5-RP-G Not Ranked
135.79 2.3 11.7 26.8 -- -- -- --
Sundaram Select Micro Cap-Sr 5-DP-G Not Ranked
4.88 2.5 12.3 28.1 -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
175.30 -3.2 6.4 16.4 -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
1.97 -3.1 6.7 16.8 -- -- -- --
Birla SL Emer. Leaders-Sr 3-RP (G) Not Ranked
0.65 -5.0 0.7 12.7 -- -- -- --
Birla SL Emer. Leaders-Sr 3-DP (G) Not Ranked
119.41 -5.1 0.6 12.3 -- -- -- --
Birla SL Emer. Leaders-Sr 4-RP (G) Not Ranked
52.61 -5.2 0.9 13.1 -- -- -- --
Birla SL Emer. Leaders-Sr 4-DP (G) Not Ranked
6.54 -5.2 1.0 13.4 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
23.11 -2.5 6.5 17.4 -- -- -- --
CATEGORY AVERAGE -1.6 7.1 20.8 70.9 30.4 22.8 12.5

Note : Returns have been calculated based on NAV's as on Feb 26, 2015 & Index values as on Feb 26, 2015

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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