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Performance Tracker
Diversified Equity
Equity Mutual Funds that invest greater than 45% but less than 75% in CRISIL-defined Large Cap Stocks for a minimum of four out of six months in each period over the last 2 years.
Diversified Equity - Ranks - as on May 22, 2013
Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Mar 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Birla SL (I) Opportunities (G) Not Ranked
37.90 70 78 65 83 77 77 61
Birla SL Advantage Fund (G) Rank 4
298.31 49 44 55 47 69 68 53
Birla SL India GenNext (G) Rank 1
126.14 6 2 2 1 1 1 3
Birla SL India Reforms Fund (G) Not Ranked
56.21 73 56 82 71 79 -- --
Birla SL Long Term Advan. (G) Rank 2
145.14 19 19 4 19 27 36 32
Birla SL Special Situations(G) Rank 5
153.84 68 53 50 35 62 70 59
Birla Sun Life Buy India (G) Not Ranked
39.91 7 5 41 3 5 10 10
Birla Sun Life Equity Fund (G) Rank 4
712.16 47 40 34 32 42 55 50
BNP Paribas Dividend Yield (G) Not Ranked
22.27 67 82 61 49 24 15 7
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
BOI AXA Equity Fund -RP (G) Not Ranked
46.04 26 27 45 45 46 60 --
BOI AXA Equity Fund-Eco (G) Not Ranked
6.93 25 25 40 40 42 58 --
Can Robeco Equity Divers (G) Rank 2
663.85 39 25 33 39 10 12 8
DSP BR Focus 25 Fund (G) Not Ranked
332.09 71 76 72 53 73 -- --
DSP-BR Equity Fund - Inst Not Ranked
127.22 55 50 67 68 59 42 --
DSP-BR Equity Fund - RP (D) Not Ranked
1,156.96 87 87 86 85 81 74 43
DSP-BR Equity Fund - RP (G) Rank 3
1,196.65 57 51 70 69 66 44 25
DSP-BR Opportunities - IP (G) Not Ranked
29.54 -- -- -- -- -- -- --
DSP-BR Opportunities - RP (G) Rank 3
556.56 23 23 20 9 55 37 33
DWS Invest. Opportunity - RP (G) Rank 4
105.58 17 4 8 10 47 63 59
DWS Invest. Opportunity -WP (G) Not Ranked
0.21 16 3 6 10 47 63 --
Escorts High Yield Equity (G) Not Ranked
3.35 72 83 84 80 83 75 55
Escorts Opportunities Fund (G) Not Ranked
41.76 76 29 38 79 27 40 57
Franklin (I) Flexi Cap (G) Rank 3
1,687.79 64 70 62 35 56 22 21
Franklin High Growth Cos (G) Rank 2
564.33 27 42 24 8 16 14 22
Franklin India Oppor. (G) Rank 4
303.27 34 41 48 49 58 44 61
Franklin India Prima Plus (G) Rank 2
1,947.47 44 48 36 28 19 8 19 0
GS Shariah BeES Not Ranked
0.71 11 57 3 48 52 53 --
HDFC Capital Builder Fund (G) Rank 3
463.44 54 32 28 51 40 25 14
HDFC Core & Satellite Fund (G) Rank 5
291.90 77 59 73 78 80 72 31
HDFC Equity Fund (G) Rank 3
11,165.20 29 17 17 38 57 22 6
HDFC Focused Large-Cap (G) Rank 3
501.61 69 34 25 56 64 33 29
HDFC Growth Fund (G) Rank 3
1,219.96 82 64 55 60 53 25 22
HDFC Premier MultiCap (G) Rank 5
341.34 79 77 77 81 82 73 36
HSBC Unique Opportunities (G) Not Ranked
57.32 66 66 71 55 59 52 64
ICICI Pru Dynamic Plan (G) Rank 2
3,850.96 52 69 53 63 47 29 20
ICICI Pru Dynamic Plan - Inst. Not Ranked
13.72 50 66 42 58 35 17 14
ICICI Pru Dynamic Plan - IP (G) Not Ranked
6.22 51 68 47 59 37 -- --
ICICI Pru Services Indus. (G) Rank 2
151.64 58 57 9 5 11 17 52
IDFC Classic Equity - A (G) Rank 3
150.27 62 62 52 12 33 50 55
IDFC Classic Equity - B (G) Not Ranked
0.51 62 62 50 12 33 50 --
IDFC India GDP Growth Fund (G) Not Ranked
23.48 59 32 42 6 6 6 --
ING Dividend Yield (G) Not Ranked
73.94 53 45 21 42 26 20 4
ING Multi-Mgr Eqty -A (G) Not Ranked
20.28 20 52 67 70 71 76 65
JM Equity Fund (G) Not Ranked
38.32 14 7 18 19 59 59 66
JM Multi Strategy Fund (G) Rank 5
178.29 15 6 28 18 70 78 --
Kotak Classic Equity (G) Not Ranked
75.81 61 30 5 24 7 29 25
Kotak Opportunities Fund (G) Rank 3
670.70 21 20 31 27 29 34 47
Kotak Select Focus Fund (G) Rank 2
349.95 8 21 15 12 11 12 --
L&T India Value Fund (G) Not Ranked
54.20 37 43 26 28 24 34 --
L&T Special Situations(G) Rank 2
626.17 36 28 27 22 9 9 17
LIC NOMURA India Vision Fund (G) Not Ranked
40.00 2 64 57 66 68 65 68
Mirae (I) Opportunities-RP (G) Rank 1
290.23 32 24 23 22 15 7 5
Morgan Stanley A.C.E. (G) Rank 3
211.70 42 31 32 25 37 41 16
Morgan Stanley Growth (G) Rank 3
1,331.03 3 10 1 2 21 32 49
PineBridge India Equity - IP (G) Not Ranked
40.54 -- -- -- -- -- -- --
PineBridge India Equity - SP (G) Rank 3
145.27 12 18 69 57 35 44 42
Principal Dividend Yield (G) Rank 3
108.37 77 79 74 61 40 43 39
Principal Growth Fund (G) Rank 3
261.30 39 35 45 16 17 44 63
Reliance Equity Oppor - IP (G) Not Ranked
6.83 74 59 57 40 3 84 69
Reliance Equity Oppor - RP (G) Rank 1
4,956.08 75 61 59 44 4 3 2
Reliance Growth Fund - IP (G) Not Ranked
23.16 38 72 80 63 62 68 38
Reliance Growth Fund - RP (G) Rank 4
5,175.99 41 73 81 65 64 71 40
Reliance NRI Equity Fund (G) Not Ranked
89.10 46 13 19 4 11 11 12
Reliance RSF - Equity (G) Rank 4
2,716.06 13 45 78 30 47 44 27
Reliance Vision Fund - IP (G) Not Ranked
3.49 43 8 34 71 72 62 46
Reliance Vision Fund - RP (G) Rank 5
1,764.51 44 9 37 74 74 65 47
Religare Invesco Contra (G) Not Ranked
54.37 65 80 75 62 67 57 17
Religare Invesco PSU Equity (G) Not Ranked
75.04 79 70 64 77 77 78 --
Sahara Star Value Fund (G) Not Ranked
1.27 85 86 87 87 84 81 --
Sahara Wealth Plus - FPO (G) Not Ranked
1.72 5 14 54 51 37 25 34
Sahara Wealth Plus - VPO (G) Not Ranked
8.01 4 12 48 46 30 17 27
SBI Contra Fund (G) Rank 3
2,539.41 28 49 11 34 32 54 45
SBI Magnum Comma Fund (G) Not Ranked
322.72 86 85 85 86 87 82 67
SBI Magnum Multicap Fund (G) Rank 4
392.37 22 22 13 25 31 55 58
SBI Magnum Multiplier Plus (G) Rank 3
1,093.34 9 15 22 43 21 39 30
SBI PSU Fund (G) Not Ranked
338.77 84 75 75 82 86 -- --
Sundaram PSU Opportunities (G) Not Ranked
173.94 83 74 79 84 84 80 --
Tata Dividend Yield Fund (G) Rank 2
341.01 60 81 62 74 44 20 13
Tata Equity Opp. Fund (G) Rank 3
438.83 24 16 30 35 14 38 51
Tata Equity P/E Fund (G) Rank 4
501.78 81 84 82 73 75 65 40
Tata Ethical Fund (G) Rank 1
104.77 30 39 42 32 21 15 37
Taurus Ethical Fund (G) Not Ranked
22.99 31 55 66 76 75 61 --
Taurus Star Share (G) Rank 3
164.73 48 54 60 30 53 22 53
Templeton (I) Equity Income (G) Not Ranked
995.70 10 36 14 7 17 5 24
Templeton (I) Growth Fund (G) Rank 4
656.31 35 47 6 19 44 44 34
UTI Dividend Yield Fund (G) Rank 3
3,505.32 33 37 39 54 47 25 9
UTI Equity Fund (G) Rank 2
2,312.53 17 11 11 17 7 4 11
UTI MNC Fund (G) Rank 1
251.27 1 1 10 66 2 2 1
UTI Services Industries (G) Rank 3
217.36 56 38 15 15 19 31 44

Note : Returns have been calculated based on NAV's as on May 22, 2013 & Index values as on May 22, 2013

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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