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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 Jul 27, 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 1.8 36.1 62.4 109.1 -- -- --
Reliance Small Cap Fund (G) Rank 1
535.00 1.7 35.8 61.7 107.5 42.6 23.3 --
HSBC Midcap Equity - Direct (G) Not Ranked
19.66 2.3 27.7 60.1 104.8 -- -- --
HSBC Midcap Equity Fund (G) Rank 3
108.05 2.3 27.5 59.5 103.4 32.5 14.8 12.4
Sahara Star Value Fund -Direct (G) Not Ranked
0.13 -3.7 38.2 73.3 102.5 -- -- --
Birla SL Pure Value - Direct (G) Not Ranked
11.44 -1.3 33.0 75.6 101.3 -- -- --
ICICI Pru MidCap Fund - Direct (G) Not Ranked
10.07 4.3 28.9 59.5 100.4 -- -- --
Birla SL Pure Value Fund (G) Rank 1
97.71 -1.4 32.8 75.1 100.1 44.2 23.6 22.9
ICICI Pru MidCap Fund (G) Rank 3
318.91 4.2 28.7 58.8 98.9 37.7 19.1 19.4
DSP-BR Micro Cap Fund - Direct (G) Not Ranked
15.73 5.1 31.5 59.7 91.4 -- -- --
Sundaram SMILE Fund -Direct (G) Not Ranked
3.50 0.1 32.8 68.6 91.4 -- -- --
Sundaram SMILE Fund - IP (G) Not Ranked
0.02 0.1 32.7 68.3 90.8 32.7 17.2 --
Sundaram SMILE Fund (G) Rank 4
332.35 0.1 32.5 67.8 90.1 32.1 16.5 15.8
DSP-BR Micro Cap Fund - RP (G) Rank 3
506.69 5.1 31.3 59.2 90.1 36.0 20.0 25.8
Can Robeco Emer-Equities-Direct (G) Not Ranked
0.67 3.4 36.1 63.4 89.6 -- -- --
Can Robeco Emerg-Equities (G) Not Ranked
52.29 3.3 35.8 62.8 88.1 38.0 22.3 24.4
Sahara Star Value Fund (G) Not Ranked
1.59 -3.6 28.5 60.8 87.6 26.5 12.3 --
UTI Mid Cap - Direct (G) Not Ranked
32.61 3.0 26.6 53.6 84.5 -- -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
213.02 3.8 28.1 56.4 84.2 -- -- --
UTI Mid Cap (G) Rank 2
931.38 3.0 26.4 53.1 83.5 39.6 21.2 23.2
Franklin (I) Smaller Co -Direct (G) Not Ranked
31.57 5.2 29.0 56.9 83.1 -- -- --
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 3.8 27.9 55.8 82.9 37.2 22.7 24.7
Franklin (I) Smaller Cos (G) Rank 1
556.14 5.2 28.8 56.6 82.3 46.5 26.5 23.3
Reliance Long Term Eqty -Direct (G) Not Ranked
4.78 3.4 28.3 53.7 79.0 -- -- --
Reliance Long Term Equity (G) Rank 3
945.05 3.3 28.1 53.1 77.8 33.9 18.4 18.7
Mirae Emerging Bluechip -Direct (G) Not Ranked
14.06 3.1 23.3 49.3 76.7 -- -- --
SBI Midcap Fund - Direct (G) Not Ranked
38.56 4.1 22.6 40.0 75.7 -- -- --
Mirae Emerging Bluechip Fund (G) Rank 2
283.45 3.0 23.0 48.5 74.9 38.9 23.4 --
L&T Midcap Fund -Direct (G) Not Ranked
1.79 2.7 28.2 53.5 74.9 -- -- --
SBI Magnum Midcap Fund (G) Rank 2
325.50 4.1 22.4 39.6 74.7 41.2 21.9 18.0
Tata Mid Cap Growth - Direct (G) Not Ranked
1.40 3.7 30.1 53.1 74.7 -- -- --
L&T Midcap Fund (G) Rank 2
133.55 2.7 28.0 52.9 73.6 33.9 19.0 18.5
Religare Invesco Mid Cap-Direct (G) Not Ranked
0.64 3.1 26.4 52.8 73.5 -- -- --
Tata Mid Cap Growth Fund (G) Rank 3
215.08 3.7 29.8 52.5 73.3 34.1 19.7 18.0
DSP-BR Small & Mid Cap -Direct (G) Not Ranked
20.14 -1.1 25.3 46.5 72.6 -- -- --
JPMorgan (I) Smaller Co.-Direct (G) Not Ranked
2.66 1.1 29.6 55.0 72.0 -- -- --
Religare Invesco Mid Cap (G) Not Ranked
58.07 3.0 26.0 51.9 71.8 36.2 20.1 23.5
DSP-BR Small & Mid Cap -RP (G) Rank 4
1,102.08 -1.2 25.1 46.1 71.6 30.8 15.1 21.0
HDFC MidCap Opport.- Direct (G) Not Ranked
267.48 1.0 22.1 47.0 71.5 -- -- --
Religare Invesco Mid N Small-DP (G) Not Ranked
6.00 2.3 24.8 49.2 71.3 -- -- --
ING Midcap Fund -Direct (G) Not Ranked
1.12 1.1 23.6 49.2 71.2 -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 0.9 21.9 46.6 70.6 33.8 20.1 24.7
JPMorgan (I) Smaller Co. (G) Rank 2
115.36 1.0 29.3 54.3 70.4 37.6 20.8 21.5
Kotak Emerging Equity -Direct (G) Not Ranked
0.26 3.8 28.3 50.2 70.1 -- -- --
Religare Invesco Mid N SmallCap (G) Rank 2
123.11 2.2 24.4 48.4 69.7 38.3 21.7 25.7
Axis Mid Cap Fund - Direct (G) Not Ranked
4.47 -0.1 26.8 53.2 69.5 -- -- --
ING Midcap Fund (G) Not Ranked
28.21 1.0 23.3 48.4 69.4 32.4 15.8 16.9
Kotak Emerging Equity (G) Not Ranked
56.73 3.8 28.1 49.6 68.9 30.8 17.8 17.7
Sahara Midcap Fund (G) Not Ranked
3.75 -2.1 21.9 47.2 68.3 30.3 14.4 16.4
Sahara Midcap Fund - Direct (G) Not Ranked
5.48 -2.1 21.9 47.2 68.3 -- -- --
Sundaram Select Midcap -Direct (G) Not Ranked
44.90 0.5 24.9 51.5 67.9 -- -- --
Sundaram Select Midcap -IP (D) Not Ranked
0.99 0.5 24.8 51.2 67.5 33.5 17.1 19.0
Axis Mid Cap Fund (G) Rank 3
337.30 -0.2 26.4 51.8 67.1 38.6 22.8 --
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 0.4 24.6 50.8 66.8 33.4 16.8 19.7
Principal Emer-Bluechip -Direct (G) Not Ranked
6.55 1.2 21.6 47.7 66.5 -- -- --
Principal Emerging Bluechip(G) Rank 3
281.30 1.2 21.4 47.3 65.5 36.2 20.7 18.9
BNP Paribas Mid Cap Fund -Dir (G) Not Ranked
1.00 2.8 27.6 47.0 65.1 -- -- --
Birla SL Small & Midcap -Direct (G) Not Ranked
1.01 0.4 22.7 44.5 64.5 -- -- --
Franklin (I) Prima - Direct (G) Not Ranked
49.71 2.6 24.6 48.3 64.3 -- -- --
BNP Paribas Mid Cap Fund (G) Rank 2
114.12 2.8 27.4 46.5 63.7 36.4 23.6 23.5
Franklin India Prima Fund (G) Rank 3
1,362.99 2.6 24.4 47.8 63.1 37.9 22.1 21.3
Birla SL Small and Midcap Fund (G) Rank 3
101.40 0.2 22.4 43.8 63.0 30.4 15.7 18.3
Kotak Mid-Cap Fund - Direct (G) Not Ranked
2.01 2.5 23.8 44.6 62.5 -- -- --
Taurus Discovery Fund -Direct (G) Not Ranked
0.11 1.1 23.9 44.9 61.9 -- -- --
Kotak Mid-Cap Fund (G) Rank 4
243.65 2.4 23.6 44.0 61.3 27.2 14.8 18.1
Taurus Discovery Fund (G) Not Ranked
24.41 1.0 23.7 44.6 61.2 33.0 16.9 14.2
Birla SL Midcap Fund -Direct (G) Not Ranked
11.96 -- 24.4 46.0 60.2 -- -- --
Birla Sun Life Midcap Fund (G) Rank 4
1,104.83 -0.1 24.1 45.4 59.0 27.9 14.2 15.6
IDFC Premier Equity - Direct (G) Not Ranked
214.86 3.8 21.9 38.6 55.9 -- -- --
ICICI Pru MidCap Fund - Inst. I Not Ranked
0.39 -- -- -- -- -- -- --
IDFC Premier Equity - B (G) Not Ranked
46.83 3.7 21.7 38.2 55.0 32.8 19.3 22.1
IDFC Premier Equity - A (G) Rank 4
4,049.48 3.7 21.7 38.2 54.9 32.7 19.3 22.1
SBI Magnum Global Fund - Direct (G) Not Ranked
20.67 4.2 21.5 37.2 54.0 -- -- --
Motilal MOSt Shares Midcap 100 ETF Not Ranked
198.77 0.1 20.8 45.6 53.2 24.6 11.0 --
SBI Magnum Global Fund (G) Rank 3
1,047.29 4.2 21.3 36.8 53.0 33.9 18.7 20.9
IDFC Sterling Equity - Direct (G) Not Ranked
53.62 2.0 21.2 37.7 51.1 -- -- --
Edelweiss Select Midcap -Direct (G) Not Ranked
0.20 2.3 16.8 33.7 50.1 -- -- --
IDFC Sterling Equity Fund - G Rank 5
1,436.55 1.9 21.0 37.0 49.8 25.9 14.8 19.1
Edelweiss Select Midcap Fund (G) Not Ranked
8.07 2.3 16.8 33.4 49.5 30.6 -- --
Birla SL Buy India -Direct (G) Not Ranked
0.75 5.1 22.6 37.2 48.0 -- -- --
SBI Emerging Businesses -Direct (G) Not Ranked
76.40 5.5 24.5 38.4 47.9 -- -- --
Birla SL MNC Fund -Direct (G) Not Ranked
13.12 3.4 26.9 39.6 47.6 -- -- --
Birla Sun Life Buy India (G) Not Ranked
37.01 5.0 22.4 36.7 47.2 31.5 16.4 18.6
HSBC Small Cap Fund - Direct (G) Not Ranked
0.04 -- -- -- -- -- -- --
SBI Emerging Busi (G) Rank 5
1,266.46 5.5 24.3 38.0 46.9 26.1 17.6 24.0
Birla Sun Life MNC Fund (G) Rank 4
516.46 3.4 26.7 39.0 46.7 30.1 19.6 24.6
Sundaram Eqty Multiplier-Direct (G) Not Ranked
0.08 0.8 20.4 36.4 46.2 -- -- --
HSBC Small Cap Fund (G) Not Ranked
13.45 -- -- -- -- -- -- --
Sundaram Equity Multiplier (G) Rank 4
114.39 0.7 20.2 35.6 45.2 21.4 8.6 11.0
Sahara Wealth Plus -VPO -Direct (G) Not Ranked
0.17 0.7 16.6 30.1 44.0 -- -- --
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 -- -- -- -- -- -- --
Sahara Wealth Plus - VPO (G) Not Ranked
8.90 0.6 16.4 29.9 43.6 28.6 14.8 15.9
Sahara Wealth Plus -FPO -Direct (G) Not Ranked
0.04 0.6 16.2 29.5 42.6 -- -- --
Sahara Wealth Plus - FPO (G) Not Ranked
1.59 0.6 16.2 29.3 42.2 27.4 13.8 14.9
Sundaram Rural India -Direct (G) Not Ranked
0.11 2.0 17.1 31.1 40.5 -- -- --
Sundaram Rural India Fund (G) Rank 5
118.10 2.0 16.9 30.5 39.7 24.4 11.0 13.9
Sundaram Select Micro Cap-Sr 4-DP-G Not Ranked
2.78 2.2 44.1 -- -- -- -- --
Motilal Focused Midcap 30 - RP (G) Not Ranked
44.90 3.0 30.7 -- -- -- -- --
Pramerica Midcap Opp Fund - Dir (G) Not Ranked
8.13 0.3 15.0 23.9 -- -- -- --
Pramerica Midcap Opp Fund - Reg (G) Not Ranked
76.92 0.2 14.8 23.7 -- -- -- --
Sundaram Select Micro Cap-Sr 4-RP-G Not Ranked
28.72 2.1 43.5 -- -- -- -- --
Axis Small Cap Fund - Direct (G) Not Ranked
4.04 1.7 29.7 55.7 -- -- -- --
UKBC Small and Mid Cap Fund-RP (G) Not Ranked
10.18 1.4 -- -- -- -- -- --
UKBC Small and Mid Cap Fund-DP (G) Not Ranked
0.32 1.3 -- -- -- -- -- --
Axis Small Cap Fund - Regular (G) Not Ranked
207.61 1.7 29.4 55.1 -- -- -- --
Motilal Focused Midcap 30 - DP (G) Not Ranked
13.30 3.1 31.0 -- -- -- -- --
Sundaram Select Micro Cap-Sr 3-DP-G Not Ranked
4.30 1.8 43.1 -- -- -- -- --
Sundaram Select Micro Cap-Sr 3-RP-G Not Ranked
36.84 1.7 42.5 -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-RP (G) Not Ranked
44.89 -1.6 -- -- -- -- -- --
L&T Emerging Businesses Fund-RP (G) Not Ranked
129.32 1.7 -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-DP (G) Not Ranked
1.22 0.1 -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 1-RP (G) Not Ranked
106.82 0.1 -- -- -- -- -- --
Birla SL Emer. Leaders-Sr 2-DP (G) Not Ranked
0.51 -1.6 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 1-RP-G Not Ranked
70.28 1.7 43.3 68.7 -- -- -- --
Sundaram Select Micro Cap-Sr 1-DP-G Not Ranked
3.96 1.8 43.9 70.1 -- -- -- --
L&T Emerging Businesses Fund-DP (G) Not Ranked
10.34 1.8 -- -- -- -- -- --
Sundaram Select Micro Cap-Sr 2-DP-G Not Ranked
2.49 1.8 43.8 69.3 -- -- -- --
Sundaram Select Micro Cap-Sr 2-RP-G Not Ranked
45.38 1.7 43.2 67.8 -- -- -- --
CATEGORY AVERAGE 1.8 24.0 41.6 54.3 13.6 7.3 6.8

Note : Returns have been calculated based on NAV's as on Jul 27, 2014 & Index values as on Jul 25, 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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