7/24/2016 EquityMutualFunds/MF,SmallCapMutualFunds,MidCapMutualFunds,Small/MidCapFundsIndia

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LargeCap

Small&MidCap Small&MidCap
DiversifiedEquity Fundsthatinvest<45%inCRISILdefinedLargeCapStocksforaminimumofsixoutofninemonthsineachperiod
overthepast3years.
ThematicInfrastructure

ELSS Returns Ranks NAVDetails

SectorPharma& Small&MidCapReturns(in%)asonJul22,2016 CompareWith Indices
Healthcare

SectorBanking&Finance MutualFundScheme CrisilRank AUM 1mth 3mth 6mth 1yr 2yr 3yr 5yr
(Rs.cr.)
Jun16
SectorFMCG

SectorTechnology *Returnsover1yearareAnnualised

SectorOthers ICICIPruMidCapFundDirect
NotRanked 80.23 7.1 11.2 15.3 0.9 15.6 37.2
Index (G)
RGESS

HDFCMidCapOpportunities(G) Rank3 9,771.58 6.2 11.7 18.6 8.5 19.5 33.5 20.0
Arbitrage&ArbitragePlus

Balanced Rank4
IDFCPremierEquityRegular(G) 5,493.71 6.2 8.8 14.4 1.9 15.9 26.9 17.8
DebtLongTerm
FranklinIndiaPrimaFund(G) Rank2 3,604.21 4.5 11.5 19.0 9.0 22.0 32.5 21.9
DebtShortTerm

CreditOpportunitiesFunds SundaramSelectMidcapRP(G) Rank3 3,343.68 5.6 10.7 17.6 5.7 20.7 34.0 18.7

FloatingRateDebtShort Rank3
UTIMidCap(G) 3,086.82 5.3 9.6 16.7 4.1 20.6 38.0 21.1
Term

FloatingRateDebtLong BirlaSunLifeMNCFund(G) Rank2 2,910.13 3.7 7.0 11.2 0.8 25.8 31.4 22.0
Term

SBIMagnumGlobalFund(G) Rank3 2,461.99 4.6 5.8 12.0 1.7 16.9 27.8 18.3
UltraShortTermDebt

GiltShortTerm Rank1
Franklin(I)SmallerCos(G) 2,456.15 6.0 12.8 21.4 14.4 24.6 39.3 25.6
GiltLongTerm
DSPBRMicroCapFundRP(G) Rank1 2,422.99 5.9 13.3 21.4 15.2 31.2 47.2 24.4
MIPAggressive

MIPConservative RelianceMid&SmallCapFund(G) Rank5 2,036.94 6.7 14.4 15.5 5.2 17.5 34.5 18.2

Liquid Rank2
RelianceSmallCapFund(G) 1,830.94 5.7 9.7 11.2 8.7 20.3 44.2 22.4
International/Global
Commodities DSPBRSmall&MidCapRP(G) Rank4 1,809.77 6.4 15.2 20.5 8.2 20.9 35.2 17.5
GoldETF
SBIMagnumMidcapFund(G) Rank2 1,680.82 5.6 10.0 17.7 9.3 24.9 38.7 23.3
FundofFundsEquity
oriented Rank4
SBIEmergingBusi(G) 1,532.14 6.5 7.8 17.3 10.7 15.1 24.1 16.8

Rank3 1,515.76 6.9 12.1 17.0 5.7 19.9 30.8 16.6

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BirlaSunLifeMidcapFund(G)
FundofFundsHybrid
oriented
MiraeEmergingBluechipFund(G) Rank1 1,411.12 6.0 11.9 18.5 10.8 25.6 39.6 24.4
FundofFundsDebt
oriented Rank5
IDFCSterlingEquityFundRP(G) 1,182.78 6.0 10.8 13.1 0.7 13.5 23.7 14.1
FundofFundsCommodity
oriented AxisMidCapFund(G) Rank5 1,159.26 5.1 6.9 11.1 5.3 13.2 28.0 18.9

CapitalProtectionFunds
SundaramSMILEFund(G) Rank4 1,068.63 7.8 13.4 16.7 4.3 22.7 40.6 18.9
DebtOrientedHybrid
SpecialityFunds NotRanked
HDFCMidCapOpport.Direct(G) 1,052.04 6.3 11.9 19.1 9.5 20.6 34.5
EquityOrientedHybrid
SpecialityFunds ICICIPruMidCapFund(G) Rank4 1,042.87 7.0 11.0 15.0 0.1 14.6 36.1 17.5

CanRobecoEmergEquities(G) Rank2 903.66 6.3 11.1 15.3 5.0 21.2 39.8 22.3

Templeton(I)EquityIncome(G) NotRanked 866.80 6.4 8.8 18.9 3.6 9.7 16.9 11.8

KotakEmergingEquityRegular(G) Rank3 837.13 5.8 12.0 22.2 10.6 25.4 36.9 20.9

MotilalFocusedMidcap30RP(G) NotRanked 598.86 6.0 10.5 15.2 3.7 23.5

SBISmall&MidcapFund(G) NotRanked 596.16 7.0 7.6 12.5 7.7 29.5

JPMorgan(I)MidandSmallCap(G) Rank2 570.40 5.9 9.5 14.3 1.7 19.6 33.8 20.3

IDFCPremierEquityDirect(G) NotRanked 531.46 6.3 9.0 14.8 2.6 16.7 27.8

TataMidCapGrowthFund(G) Rank3 528.00 5.6 8.7 12.0 0.6 17.9 32.9 19.0

BNPParibasMidCapFund(G) Rank3 500.27 6.1 10.0 16.3 3.4 19.7 32.5 22.1

MotilalFocusedMidcap30DP(G) NotRanked 436.49 6.1 10.8 16.0 5.0 25.0

Franklin(I)SmallerCoDirect(G) NotRanked 430.42 6.1 13.1 22.1 15.9 26.5 40.9

L&TMidcapFund(G) Rank3 402.71 7.4 12.9 14.3 6.6 20.5 35.7 19.5

BirlaSLMNCFundDirect(G) NotRanked 382.41 3.8 7.3 11.9 2.0 27.2 32.6

BirlaSLPureValueFund(G) Rank3 378.00 7.9 9.4 18.0 8.7 14.1 36.4 20.0

KotakMidCapFundRegular(G) NotRanked 362.67 6.3 10.3 20.3 9.1 21.9 32.3 17.8

Franklin(I)PrimaDirect(G) NotRanked 329.69 4.6 11.8 19.6 10.2 23.7 34.0

HSBCMidcapEquityFund(G) NotRanked 319.38 8.0 13.5 19.7 5.2 18.9 41.5 16.4

AxisSmallCapFundRegular(G) NotRanked 312.62 4.3 7.1 12.4 6.0 17.4

L&TEmergingBusinessesFundRP NotRanked 304.47 7.8 15.2 16.2 12.4 18.0

(G)

SBIMagnumGlobalFundDirect(G) NotRanked 266.35 4.7 6.1 12.6 2.7 18.0 28.9

DSPBRMicroCapFundDirect(G) NotRanked 257.21 6.0 13.5 21.9 16.1 32.1 48.2

BirlaSLEmer.LeadersSr3RP(G) NotRanked 238.28 8.8 15.0 25.4 11.9 14.6

BirlaSLEmer.LeadersSr1RP(G) NotRanked 238.27 7.4 12.0 20.1 11.0 19.6

SundaramSelectMicroCapSr6RP NotRanked 232.40 8.2 12.7 18.0 7.8

G

SBIMidcapFundDirect(G) NotRanked 208.39 5.7 10.3 18.4 10.6 26.3 40.0

RelianceSmallCapDirect(G) NotRanked 207.84 5.8 10.0 11.8 9.8 21.4 45.4

BirlaSLEmer.LeadersSr6RP(G) NotRanked 202.69 8.8 17.1 24.9 9.2

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7/24/2016 EquityMutualFunds/MF,SmallCapMutualFunds,MidCapMutualFunds,Small/MidCapFundsIndia

BirlaSLEmer.LeadersSr2RP(G) NotRanked 194.62 6.2 11.1 17.6 8.6 16.2

BirlaSLSmallandMidcapFund(G) NotRanked 191.29 5.6 14.7 21.8 14.2 21.8 33.3 18.5

UTIMidCapDirect(G) NotRanked 183.33 5.4 9.8 17.2 5.0 21.6 39.1

SundaramSelectMicroCapSr5RP NotRanked 160.51 8.2 12.7 18.0 8.8

G

SBISmall&MidcapFundDirect(G) NotRanked 157.34 7.1 7.9 13.3 9.3 31.3

UnionKBCSmall&MidCapRP(G) NotRanked 150.93 6.4 10.0 14.1 0.5 11.0

SundaramSelectMidcapDirect(G) NotRanked 148.27 5.7 10.8 17.8 6.0 21.3 34.7

MiraeEmergingBluechipDirect(G) NotRanked 145.68 6.1 12.1 19.0 11.8 26.8 41.0

DHFLPramericaMidcapOppFund NotRanked 143.56 6.2 9.2 12.1 3.3 12.5

Reg(G)

SundaramSelectMicroCapSr7RP NotRanked 128.14 8.2 12.6 17.9 7.5

G

SBIEmergingBusinessesDirect(G) NotRanked 125.18 6.6 8.0 17.8 11.7 16.1 25.2

BirlaSLEmer.LeadersSr4RP(G) NotRanked 124.31 8.7 15.3 25.7 11.4 16.6

CanRobecoEmerEquitiesDirect(G) NotRanked 115.72 6.4 11.4 15.9 6.0 22.2 40.9

CanRobecoIndiaOpport.RP(G) NotRanked 98.07 5.2 9.6 11.0 1.2

SundaramSelectMicroCapSr1RP NotRanked 97.60 7.5 9.9 14.1 1.0 24.9

G

SundaramSelectMicroCapSr8RP NotRanked 94.45 7.5 13.8 17.8

G

DSPBRSmall&MidCapDirect(G) NotRanked 85.42 6.4 15.4 20.9 8.9 21.7 36.0

IDFCSterlingEquityDirect(G) NotRanked 81.81 6.1 11.0 13.5 1.4 14.4 24.7

ICICIPruMidCapFundDirect(G) NotRanked 80.23 7.1 11.2 15.3 0.9 15.6 37.2

RelianceMid&SmallCapDirect(G) NotRanked 80.16 6.8 14.7 16.1 6.1 18.5 35.5

SundaramSelectMicroCapSr2RP NotRanked 65.60 7.4 9.8 14.1 1.0 24.8

G

BNPParibasMidCapFundDir(G) NotRanked 62.27 6.2 10.4 17.1 4.9 21.3 34.0

BirlaSLPureValueDirect(G) NotRanked 62.04 7.9 9.6 18.6 9.7 15.1 37.5

HSBCMidcapEquityDirect(G) NotRanked 60.54 8.1 13.7 20.1 6.0 19.8 42.5

SundaramSmallCapSeriesIIRPG NotRanked 59.74 6.4 11.5 18.7 2.1

AxisMidCapFundDirect(G) NotRanked 57.04 5.1 7.2 11.7 4.1 14.6 29.7

SundaramSelectMicroCapSr9RP NotRanked 55.63 7.5 13.8 17.8

G

SundaramSMILEFundDirect(G) NotRanked 52.60 7.9 13.4 16.9 4.7 23.2 41.4

SundaramSelectMicroCapSr3RP NotRanked 52.27 7.5 9.8 14.1 1.0 24.7

G

BirlaSLEmer.LeadersSr5RP(G) NotRanked 49.38 7.3 14.0 22.7 13.4

NotRanked 48.50 8.4 13.6 15.0 5.7 18.0 26.4

LICNOMURAMFMidcapFund

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7/24/2016 EquityMutualFunds/MF,SmallCapMutualFunds,MidCapMutualFunds,Small/MidCapFundsIndia
Regular(G) NotRanked 45.01 7.5 9.6 17.9 1.4

BirlaSLMidcapFundDirect(G) NotRanked 42.73 6.9 12.3 17.5 6.5 20.9 31.8

SundaramSelectMicroCapSr4RP NotRanked 39.74 7.5 9.8 14.1 1.3 25.2

G

SundaramSmallCapSeriesIVRP NotRanked 39.64 6.4 11.5 18.8 3.4

G

CanRobecoIndiaOpport.Sr2RP NotRanked 38.73 6.3 11.3 15.8 2.8

(G)

SundaramSmallCapSeriesIIIRPG NotRanked 37.54 6.4 11.5 18.9 3.4

MotilalMOStSharesMidcap100ETF NotRanked 36.76 7.3 9.4 17.8 5.8 15.1 25.5 12.7

SundaramSelectMicroCapSr10 NotRanked 36.07 7.6 13.8 18.0

RPG

LICNOMURAMFMidcapFund NotRanked 34.03 7.5 9.9 18.7 2.4

Direct(G)

KotakEmergingEquityDirect(G) NotRanked 32.45 5.9 12.4 23.1 12.3 27.0 38.4

TaurusDiscoveryFund(G) NotRanked 31.69 7.6 13.0 17.5 1.5 16.8 29.5 17.1

L&TEmergingBusinessesFundDP NotRanked 22.33 7.9 15.4 16.6 13.1 18.7

(G)

Templeton(I)EquityIncomeDir(G) NotRanked 21.79 6.5 9.0 19.3 4.3 10.4 17.5

BirlaSunLifeBuyIndia(G) NotRanked 21.36 6.5 0.4 8.6 1.0 35.7 24.0 18.4

TataMidCapGrowthDirect(G) NotRanked 20.80 5.7 8.8 12.4 0.2 18.9 34.0

L&TMidcapFundDirect(G) NotRanked 20.58 7.4 13.1 14.7 7.5 21.5 36.8

IDFCPremierEquityB(G) NotRanked 17.29 6.2 8.9 14.4 1.9 16.0 27.0 17.8

JPMorgan(I)MidandSmallCapDP NotRanked 13.00 5.9 9.7 14.6 2.2 20.9 35.2

(G)

BirlaSLSmall&MidcapDirect(G) NotRanked 12.68 5.6 14.9 22.2 15.2 22.9 34.5

SundaramSelectMicroCapSr6DP NotRanked 12.46 8.2 12.8 18.2 8.1

G

CanRobecoIndiaOpport.DP(G) NotRanked 11.76 5.3 9.7 11.1 0.9

DHFLPramericaMidcapOppFund NotRanked 11.07 6.3 9.3 12.3 2.9 13.0

Dir(G)

BirlaSLEmer.LeadersSr4DP(G) NotRanked 7.84 8.7 15.4 26.1 12.0 17.2

SaharaWealthPlusVPO(G) NotRanked 7.82 3.7 6.8 14.1 0.3 10.8 20.2 13.4

KotakMidCapFundDirect(G) NotRanked 7.36 6.4 10.8 21.2 10.8 23.5 33.8

UnionKBCSmall&MidCapDP(G) NotRanked 6.89 6.4 10.3 14.9 1.6 12.0

SundaramSelectMicroCapSr1DP NotRanked 6.79 7.5 10.0 14.3 0.6 26.1

G

AxisSmallCapFundDirect(G) NotRanked 6.31 4.5 7.4 13.0 7.2 18.7

SundaramSelectMicroCapSr5DP NotRanked 5.73 8.2 12.9 18.2 9.1

G

CanRobecoIndiaOpport.Sr2DP NotRanked 5.51 6.3 11.3 15.8 3.0

(G)

SundaramSelectMicroCapSr3DP NotRanked 5.40 7.5 9.9 14.3 0.7 25.9

G

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7/24/2016 EquityMutualFunds/MF,SmallCapMutualFunds,MidCapMutualFunds,Small/MidCapFundsIndia
SaharaMidcapFundDirect(G) NotRanked 4.59 7.0 10.9 19.5 8.5 13.3 28.3

SundaramSelectMicroCapSr4DP NotRanked 3.52 7.5 9.9 14.2 0.9 26.4

G

SundaramSelectMicroCapSr2DP NotRanked 3.38 7.4 9.9 14.3 0.6 26.0

G

SaharaMidcapFund(G) NotRanked 3.28 6.8 10.4 18.5 6.9 12.3 27.5 13.6

SundaramSelectMicroCapSr7DP NotRanked 3.16 8.2 12.8 18.1 7.9

G

SundaramSelectMicroCapSr8DP NotRanked 2.99 7.6 14.0 17.7

G

BirlaSLEmer.LeadersSr1DP(G) NotRanked 2.85 7.5 12.1 20.3 11.4 20.1

BirlaSLEmer.LeadersSr3DP(G) NotRanked 2.21 8.8 15.1 25.6 12.4 15.2

BirlaSLEmer.LeadersSr2DP(G) NotRanked 2.21 6.2 11.3 17.9 9.0 16.7

SundaramSelectMicroCapSr9DP NotRanked 2.15 7.6 14.0 17.8

G

BirlaSLEmer.LeadersSr6DP(G) NotRanked 1.83 9.0 17.6 26.1 11.1

BirlaSLBuyIndiaDirect(G) NotRanked 1.62 6.5 0.2 8.3 1.7 36.5 24.8

SundaramSelectMicroCapSr10 NotRanked 1.43 7.6 14.0 18.1

DPG

SaharaWealthPlusFPO(G) NotRanked 1.37 3.6 6.2 12.9 2.3 9.0 18.5 12.0

NotRanked 1.26 8.5 13.7 15.5 6.5 18.8 27.1

SundaramSmallCapSeriesIIDPG NotRanked 1.14 6.4 11.6 19.0 2.4

TaurusDiscoveryFundDirect(G) NotRanked 0.87 7.7 13.2 18.0 2.3 17.6 30.3

SaharaStarValueFund(G) NotRanked 0.77 4.1 12.2 20.5 12.9 6.5 27.7 10.1

BirlaSLEmer.LeadersSr5DP(G) NotRanked 0.72 7.4 14.3 23.4 14.6

SundaramSmallCapSeriesIIIDPG NotRanked 0.71 6.4 11.6 19.1 3.8

SundaramSmallCapSeriesIVDP NotRanked 0.66 6.4 11.6 19.0 3.8

G

ICICIPruMidCapFundInst.I NotRanked 0.39

SaharaWealthPlusVPODirect(G) NotRanked 0.29 3.8 6.9 14.4 0.2 11.3 20.6

SundaramSelectMidcapIP(D) NotRanked 0.17 5.7 10.8 17.8 6.0 21.2 34.6 19.1

SaharaStarValueFundDirect(G) NotRanked 0.10 4.1 12.1 20.2 12.1 5.9 30.5

SaharaWealthPlusFPODirect(G) NotRanked 0.02 3.6 6.3 13.1 2.0 9.3 18.8

SundaramSMILEFundIP(G) NotRanked 0.02 7.9 13.4 16.9 4.7 23.2 41.3 19.6

CATEGORYAVERAGE 6.3 10.8 16.4 5.0 15.0 18.9 10.6

Note:ReturnshavebeencalculatedbasedonNAV'sasonJul22,2016&IndexvaluesasonJul22,2016

AsperAMFIguidelines,effectivefromquarterendingDecember31,2010,fundhouseshavestoppedpublishingtheAssetsUnderManagement(AUM)ona
monthlybasis.Thisdataispublishedeveryquarter.

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