Election 2014
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Performance Tracker
Diversified Equity
Equity funds which are not specifically Large Cap or Small & Midcap oriented funds and will not include sector funds.
Diversified Equity - Ranks - as on Apr 15, 2014
Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Birla SL (I) Opportunities (G) Not Ranked
39.27 86 79 20 4 2 10 10
Birla SL Advantage Fund (G) Rank 3
276.37 56 45 23 15 26 39 47
Birla SL Advantage Fund -DIrect (G) Not Ranked
2.52 55 43 22 12 -- -- --
Birla SL Dividend Yield (G) Rank 4
1,050.75 42 44 58 114 72 50 20
Birla SL Dividend Yield -Direct (G) Not Ranked
13.66 40 39 51 111 -- -- --
Birla SL Equity Fund -Direct (G) Not Ranked
3.86 26 23 18 17 -- -- --
Birla SL India GenNext (G) Rank 1
165.47 126 106 135 108 13 3 12
Birla SL India GenNext-Direct (G) Not Ranked
12.34 125 103 131 99 -- -- --
Birla SL India Reforms -Direct (G) Not Ranked
0.11 23 2 8 136 -- -- --
Birla SL India Reforms Fund (G) Not Ranked
41.84 22 3 11 137 74 75 --
Birla SL Long Term Advan. (G) Rank 2
128.02 49 53 86 30 14 21 25
Birla SL Opportunities -Direct (G) Not Ranked
0.19 85 75 17 3 -- -- --
Birla SL Special Situat.-Direct (G) Not Ranked
0.12 27 37 43 88 -- -- --
Birla SL Special Situations(G) Rank 4
124.40 29 40 53 94 47 64 60
Birla Sun Life Equity Fund (G) Rank 3
638.97 30 25 21 22 11 30 31
BNP Paribas Dividend Yield (G) Not Ranked
34.46 62 131 140 87 40 21 19
BNP Paribas Dividend Yield -Dir (G) Not Ranked
0.66 58 126 137 72 -- -- --
BOI AXA Equity Fund - Direct (G) Not Ranked
0.31 116 104 118 63 -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
BOI AXA Equity Fund -RP (G) Not Ranked
44.40 120 108 124 72 47 43 64
BOI AXA Equity Fund-Eco (G) Not Ranked
5.42 117 106 120 64 44 38 59
DSP BR Focus 25 Fund (G) Rank 4
242.20 122 134 126 131 67 69 --
DSP BR Focus 25 Fund -Direct (G) Not Ranked
1.15 121 133 123 124 -- -- --
DSP-BR Equity Fund - Direct (G) Not Ranked
23.48 32 51 66 95 -- -- --
DSP-BR Equity Fund - Inst Not Ranked
55.08 32 51 66 95 64 48 66
DSP-BR Equity Fund - RP (G) Rank 4
920.37 34 57 69 102 68 55 35
DSP-BR Opportunities - Direct (G) Not Ranked
2.40 108 128 116 69 -- -- --
DSP-BR Opportunities - IP (G) Not Ranked
29.54 -- -- -- -- -- -- --
DSP-BR Opportunities - RP (G) Rank 3
487.18 111 129 121 78 32 46 37
DWS Invest. Opportunity - RP (G) Rank 3
109.32 118 113 142 105 41 59 60
DWS Invest. Opportunity -Direct (G) Not Ranked
0.38 115 105 139 97 -- -- --
DWS Invest. Opportunity -WP (G) Not Ranked
0.15 118 113 143 103 42 59 66
Escorts High Yield Eqty -Direct (G) Not Ranked
N.A. 20 42 30 67 -- -- --
Escorts High Yield Equity (G) Not Ranked
2.47 21 45 32 75 76 73 57
Escorts Opportunities - Direct (G) Not Ranked
N.A. 128 135 148 139 -- -- --
Escorts Opportunities Fund (G) Not Ranked
22.23 129 137 149 141 64 32 70
Franklin (I) Flexi Cap (G) Rank 3
1,522.32 84 36 44 37 20 26 21
Franklin (I) Flexi Cap -Direct (G) Not Ranked
12.25 82 34 35 29 -- -- --
Franklin (I) Opport. - Direct (G) Not Ranked
1.59 59 26 71 57 -- -- --
Franklin (I) Prima Plus -Direct (G) Not Ranked
21.88 92 54 68 49 -- -- --
Franklin High Growth Co -Direct (G) Not Ranked
3.48 43 18 47 15 -- -- --
Franklin High Growth Cos (G) Rank 2
505.43 44 21 54 19 3 8 8
Franklin India Oppor. (G) Rank 4
265.59 60 29 73 62 49 47 54
Franklin India Prima Plus (G) Rank 2
1,926.81 93 58 72 56 28 15 27 0
GS India Equity Fund (G) Not Ranked
116.40 112 73 41 42 -- -- --
GS India Equity Fund - Direct (G) Not Ranked
2.37 110 72 37 40 -- -- --
GS Shariah BeES Not Ranked
0.76 54 144 150 46 20 34 58
HDFC Capital Builder - Direct (G) Not Ranked
4.17 63 31 27 30 -- -- --
HDFC Capital Builder Fund (G) Rank 3
427.79 64 32 29 35 17 25 10
HDFC Core & Satellite - Direct (G) Not Ranked
1.70 1 7 1 68 -- -- --
HDFC Core & Satellite Fund (G) Rank 5
228.26 2 8 2 77 70 72 30
HDFC Equity Fund (G) Rank 4
9,590.31 25 10 7 48 35 40 12
HDFC Equity Fund - Direct (G) Not Ranked
659.17 24 9 5 44 -- -- --
HDFC Growth Fund (G) Rank 5
1,006.40 36 35 88 128 62 57 31
HDFC Growth Fund - Direct (G) Not Ranked
12.63 35 33 85 124 -- -- --
HDFC Premier MultiCap (G) Rank 5
270.03 5 13 8 72 73 71 35
HDFC Premier MultiCap -Direct (G) Not Ranked
1.71 4 11 6 65 -- -- --
HSBC India Opport. - Direct (G) Not Ranked
0.48 57 24 23 11 -- -- --
HSBC India Opportunities (G) Rank 3
171.18 61 28 26 14 34 23 50
HSBC Unique Opport. - Direct (G) Not Ranked
N.A. 95 63 76 92 -- -- --
HSBC Unique Opportunities (G) Not Ranked
45.87 99 66 79 101 52 63 53
ICICI Pru Dynamic Plan (G) Rank 1
3,523.72 75 74 65 9 10 11 16
ICICI Pru Dynamic Plan - Direct (G) Not Ranked
32.41 68 68 62 7 -- -- --
ICICI Pru Dynamic Plan - Inst. Not Ranked
10.01 68 68 59 5 5 7 7
ICICI Pru Dynamic Plan - IP (G) Not Ranked
6.78 68 68 60 6 7 -- --
ICICI Pru Exp&Other Services-DP (G) Not Ranked
7.32 141 148 69 1 -- -- --
ICICI Pru Exp&Other Services-RP (G) Rank 1
183.34 142 150 75 2 1 1 2
IDFC Classic Equity - Plan A (G) Rank 3
156.10 139 147 147 120 36 52 60
IDFC Classic Equity - Plan B (G) Not Ranked
0.27 139 145 146 119 36 52 63
IDFC Classic Equity -Direct (G) Not Ranked
1.22 135 143 145 115 -- -- --
IDFC India GDP Growth - Plan A (G) Not Ranked
7.60 138 103 153 75 79 52 --
IDFC India GDP Growth -Direct (G) Not Ranked
0.10 134 100 152 -- -- -- --
ING Dividend Yield (G) Not Ranked
60.80 83 98 113 127 56 42 15
ING Dividend Yield -Direct (G) Not Ranked
0.91 79 89 107 117 -- -- --
ING Multi-Mgr Eqty -A (G) Not Ranked
16.05 113 141 144 140 75 74 69
ING Multi-Mgr Eqty-A -Direct (G) Not Ranked
0.01 114 139 141 135 -- -- --
JM Equity Fund (G) Not Ranked
33.10 101 65 122 116 60 70 68
JM Equity Fund -Direct (G) Not Ranked
0.05 98 61 118 113 -- -- --
Kotak Classic Equity (G) Not Ranked
89.15 76 92 102 103 31 15 39
Kotak Classic Equity - Direct (G) Not Ranked
0.50 73 86 100 98 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
2.85 130 113 133 84 -- -- --
Kotak Opportunities Fund (G) Rank 3
583.51 131 119 135 88 45 40 42
Kotak Select Focus Fund (G) Rank 2
313.21 123 85 110 44 18 20 --
L&T India Value Fund (G) Not Ranked
44.02 8 30 56 43 15 24 --
L&T India Value Fund -Direct (G) Not Ranked
0.43 7 26 47 40 -- -- --
L&T Special Situations -Direct (G) Not Ranked
4.24 39 49 74 52 -- -- --
L&T Special Situations(G) Rank 2
561.27 41 55 77 58 16 14 14
Mirae (I) Opportunities -Direct (G) Not Ranked
7.24 80 47 31 22 -- -- --
Mirae (I) Opportunities-RP (G) Rank 2
301.89 87 58 34 27 11 8 3
Morgan Stanley A.C.E. (G) Rank 3
172.62 138 117 97 60 25 37 17
Morgan Stanley A.C.E. -Direct (G) Not Ranked
1.22 135 112 93 54 -- -- --
Morgan Stanley Growth (G) Rank 3
1,216.92 150 132 132 120 36 50 50
Morgan Stanley Growth - Direct (G) Not Ranked
18.83 149 130 130 117 -- -- --
Motilal Oswal MOSt Focused 25-DP(G) Not Ranked
28.53 124 121 103 -- -- -- --
Motilal Oswal MOSt Focused 25-RP(G) Not Ranked
67.97 127 127 109 -- -- -- --
PineBridge India Equity - IP (G) Not Ranked
40.54 -- -- -- -- -- -- --
PineBridge India Equity - SP (G) Rank 3
133.70 109 97 115 55 55 26 37
PineBridge India Equity -Direct (G) Not Ranked
0.57 107 95 114 50 -- -- --
PPFAS Long Term Value Fund -DP (G) Not Ranked
309.16 9 19 51 -- -- -- --
PPFAS Long Term Value Fund -RP (G) Not Ranked
3.06 10 22 57 -- -- -- --
Principal Dividend Yield (G) Not Ranked
94.03 51 41 47 130 69 55 39
Principal Dividend Yield-Direct (G) Not Ranked
0.15 47 38 37 123 -- -- --
Principal Growth Fund (G) Rank 2
241.80 13 56 28 22 8 13 48
Principal Growth Fund -Direct (G) Not Ranked
0.25 12 50 25 18 -- -- --
Principal Services Indu. (G) Not Ranked
69.78 86 83 93 87 90 86 68
Reliance Equity Oppor - IP (G) Not Ranked
6.72 90 62 12 78 18 4 71
Reliance Equity Oppor - RP (G) Rank 2
4,848.01 91 63 13 83 22 6 1
Reliance Equity Oppor -Direct (G) Not Ranked
106.92 88 60 10 69 -- -- --
Reliance Growth Fund - IP (G) Not Ranked
15.40 18 77 37 78 58 57 39
Reliance Growth Fund - RP (G) Rank 4
4,159.56 19 78 41 81 61 59 44
Reliance Growth Fund -Direct (G) Not Ranked
29.85 16 75 33 71 -- -- --
Reliance NRI Equity - Direct (G) Not Ranked
0.96 143 122 125 120 -- -- --
Reliance NRI Equity Fund (G) Not Ranked
79.71 144 123 128 124 39 36 24
Reliance RSF - Equity (G) Rank 4
2,181.29 46 102 63 107 54 59 34
Reliance RSF - Equity - Direct (G) Not Ranked
30.36 45 94 55 99 -- -- --
Reliance Top 200 Fund-IP (G) Not Ranked
31.94 -- -- -- -- -- -- --
Reliance Top 200 Fund-RP (G) Rank 3
729.13 96 47 40 88 30 26 49
Reliance Vision Fund - Direct (G) Not Ranked
6.25 47 16 14 88 -- -- --
Reliance Vision Fund - IP (G) Not Ranked
3.38 50 20 15 92 71 65 54
Religare Invesco Contra (G) Not Ranked
44.77 38 14 4 25 33 34 22
Religare Invesco Contra - Dir (G) Not Ranked
0.27 37 12 2 21 -- -- --
Religare Invesco Equity Fund (G) Not Ranked
22.77 148 148 129 85 9 18 42
Religare Invesco Equity Fund-DP (G) Not Ranked
0.22 147 146 127 75 -- -- --
Religare Invesco Growth Fund (G) Not Ranked
30.53 135 125 99 60 23 30 45
Religare Invesco Growth Fund-DP (G) Not Ranked
0.49 134 119 92 51 -- -- --
Religare Invesco PSU Equity (G) Not Ranked
51.99 31 4 45 144 77 76 --
Religare Invesco PSU Equity-DP (G) Not Ranked
0.25 28 1 36 143 -- -- --
SBI Contra Fund (G) Rank 4
2,018.25 66 91 98 141 62 66 65
SBI Contra Fund - Direct (G) Not Ranked
10.58 65 86 95 138 -- -- --
SBI Magnum Multicap Fund (G) Rank 3
340.68 78 89 87 85 43 44 56
SBI Magnum Multiplier Plus (G) Rank 3
1,031.11 97 98 50 36 24 19 31
SBI Multicap Fund - Direct (G) Not Ranked
0.61 77 84 81 81 -- -- --
SBI Multiplier Plus - Direct (G) Not Ranked
5.81 94 95 45 34 -- -- --
SBI One India Fund (G) Not Ranked
461.38 56 65 32 32 55 58 65
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Sundaram Growth Fund - RP (G) Rank 3
178.46 89 100 111 112 66 67 52
Sundaram Growth Fund -Direct (G) Not Ranked
1.09 81 88 108 110 -- -- --
Sundaram PSU Opport. -Direct (G) Not Ranked
0.19 11 15 78 145 -- -- --
Sundaram PSU Opportunities (G) Not Ranked
118.94 14 17 82 146 78 77 --
Tata Dividend Yield - Direct (G) Not Ranked
3.30 66 93 90 58 -- -- --
Tata Dividend Yield Fund (G) Rank 3
294.18 72 100 94 65 57 26 8
Tata Equity Management (G) Not Ranked
126.56 32 2 1 3 2 6 29
Tata Equity Management - Direct (G) Not Ranked
0.01 -- -- -- -- -- -- --
Tata Equity Opp. Fund (G) Rank 2
437.79 53 82 116 52 28 15 23
Tata Equity Opp. Fund - Direct (G) Not Ranked
1.79 52 80 111 47 -- -- --
Tata Equity P/E Fund (G) Rank 4
383.73 5 6 19 38 52 45 25
Tata Equity P/E Fund - Direct (G) Not Ranked
2.50 3 5 16 30 -- -- --
Tata Ethical Fund (G) Rank 1
112.57 106 123 104 20 4 5 5
Tata Ethical Fund - Direct (G) Not Ranked
2.50 103 118 101 13 -- -- --
Taurus Ethical Fund (G) Not Ranked
19.25 105 116 96 10 26 33 5
Taurus Ethical Fund - Direct (G) Not Ranked
0.20 104 110 91 8 -- -- --
Taurus Star Share (G) Rank 3
151.96 102 111 106 108 49 52 28
Taurus Star Share - Direct (G) Not Ranked
0.06 100 108 105 106 -- -- --
Templeton (I) Eqty Inc. -Direct (G) Not Ranked
10.22 145 140 134 128 -- -- --
Templeton (I) Equity Income (G) Not Ranked
900.55 146 142 138 133 46 48 28
Templeton (I) Growth - Direct (G) Not Ranked
11.07 132 81 83 132 -- -- --
Templeton (I) Growth Fund (G) Rank 5
488.46 133 83 88 134 58 68 46
UTI MNC Fund (G) Rank 1
273.88 17 71 84 38 51 2 4
UTI MNC Fund - Direct (G) Not Ranked
4.74 15 67 80 30 -- -- --
UTI Services Industries (G) Rank 2
201.05 73 138 64 27 5 12 18
UTI Services Industries -Direct (G) Not Ranked
0.28 71 136 61 25 -- -- --

Note : Returns have been calculated based on NAV's as on Apr 15, 2014 & Index values as on Apr 15, 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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