Election 2014
YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : Large Cap
Performance Tracker
Large Cap
Equity funds that invest > 75% in CRISIL-defined Large Cap Stocks for a minimum of six out of nine months in each period over the past 3 years.
Large Cap - Returns (in %) - as on Apr 22, 2014
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty
Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Growth Plan - Direct (G) Not Ranked
N.A. 8.0 16.8 25.0 27.3 -- -- --
Escorts Growth Plan (G) Not Ranked
2.89 8.0 16.6 24.6 27.2 12.2 3.6 16.5
SBI Small & Midcap Fund -Direct (G) Not Ranked
0.37 8.1 16.0 -- -- -- -- --
SBI Small & Midcap Fund (G) Not Ranked
12.16 8.0 15.8 -- -- -- -- --
JM Core 11 Fund -Direct (G) Not Ranked
0.05 4.0 14.4 19.4 14.8 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.10 6.1 14.3 17.7 18.5 -- -- --
JM Core 11 Fund (G) Not Ranked
31.41 4.0 14.2 18.9 13.9 12.3 1.0 8.9
JM Multi Strategy Fund (G) Rank 5
139.09 6.0 14.1 17.3 17.8 13.1 1.9 10.1
Quantum Long-Term Equity (G) Rank 2
201.33 5.3 12.6 16.3 22.6 17.8 9.8 24.3
HDFC Top 200 Fund - Direct (G) Not Ranked
236.70 7.0 12.1 19.1 20.6 -- -- --
HDFC Top 200 Fund (G) Rank 4
10,309.58 7.0 11.9 18.7 20.0 15.1 6.2 20.1
Sahara Growth Fund - Direct (G) Not Ranked
0.09 6.7 11.2 15.4 23.0 -- -- --
Sahara Growth Fund (G) Not Ranked
7.94 6.7 11.1 15.2 22.5 12.9 5.8 13.5
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.11 5.8 10.8 15.9 26.7 -- -- --
Escorts Leading Sectors -Direct (G) Not Ranked
0.09 4.8 10.7 17.0 21.5 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
8.78 4.6 10.5 18.7 19.4 -- -- --
Escorts Leading Sectors (G) Not Ranked
0.67 4.8 10.5 16.9 21.1 17.7 7.1 17.6
Motilal MOSt Shares M50 ETF Not Ranked
43.19 4.0 10.3 11.8 22.2 14.6 4.2 --
Principal Large Cap - Direct (G) Not Ranked
5.04 4.4 10.3 15.6 23.4 -- -- --
Principal Large Cap Fund (G) Rank 3
292.27 4.3 10.1 15.3 22.7 16.1 6.4 19.0
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.22 4.4 10.0 14.4 18.3 -- -- --
LIC NOMURA Equity Fund (G) Rank 4
303.73 4.4 10.0 14.2 18.0 14.3 4.3 13.8
ING Core Equity Fund -Direct (G) Not Ranked
0.72 5.6 9.8 14.7 18.2 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
6.57 4.8 9.7 14.8 24.9 -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
70.24 4.7 9.7 14.0 22.3 -- -- --
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
3.64 3.6 9.5 16.0 22.7 -- -- --
Birla Sun Life Top 100 (G) Rank 1
321.09 4.7 9.5 14.4 24.1 19.3 9.7 19.3
ING Core Equity Fund (G) Not Ranked
59.28 5.6 9.5 14.1 17.0 13.2 5.3 16.6
Birla SL Frontline Equity (G) Rank 2
3,515.55 4.6 9.4 13.6 21.4 20.2 9.2 20.4
ICICI Pru Top 200 Fund -Inst -I Not Ranked
10.23 3.5 9.4 15.8 23.1 18.1 7.8 19.9
Kotak Select Focus - Direct (G) Not Ranked
0.80 3.9 9.4 13.2 23.6 -- -- --
ICICI Pru Top 200 Fund (G) Rank 3
433.60 3.6 9.3 15.7 22.0 16.5 6.4 17.9
Baroda Pioneer Growth -Direct (G) Not Ranked
0.22 4.3 9.1 12.8 18.2 -- -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
8.26 4.1 9.1 14.0 27.6 19.4 11.3 19.8
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
8.55 4.1 9.1 13.8 26.6 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
18.75 4.6 9.0 13.6 21.2 -- -- --
HSBC Equity Fund - Direct (G) Not Ranked
2.75 4.6 9.0 12.5 19.1 -- -- --
HDFC Focused Large-Cap - Direct (G) Not Ranked
2.39 5.4 8.9 11.7 12.3 -- -- --
Baroda Pioneer Growth (G) Rank 5
177.30 4.3 8.9 12.3 17.2 12.6 1.8 13.6
ICICI Pru Top 100 Fund (G) Rank 1
397.03 4.0 8.9 13.3 25.8 17.6 9.7 18.1
ING Retireinvest-Sr I (G) Not Ranked
1.42 3.4 8.9 13.0 18.7 12.7 3.7 13.4
L&T Equity Fund (G) Rank 3
1,991.61 4.5 8.9 13.3 20.5 13.7 5.8 19.2
UTI Mastershare - Direct (G) Not Ranked
15.22 3.9 8.8 11.4 16.7 -- -- --
HSBC Equity Fund (G) Rank 4
456.07 4.5 8.8 12.2 18.3 13.0 4.2 12.7
HDFC Focused Large-Cap (G) Rank 5
405.43 5.3 8.8 11.4 11.7 9.5 2.6 17.2
UTI Mastershare (G) Rank 3
2,226.29 3.8 8.7 11.2 16.3 14.3 6.0 16.3
Union KBC Equity Fund - Direct (G) Not Ranked
13.42 4.8 8.7 14.3 18.3 -- -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
33.91 4.3 8.7 12.6 14.5 -- -- --
ING Large Cap Equity Fund (G) Not Ranked
4.01 4.9 8.6 10.9 13.0 12.3 4.3 14.1
Axis Equity Fund - Direct (G) Not Ranked
8.49 4.7 8.6 12.6 18.6 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
0.09 3.4 8.5 13.7 22.9 -- -- --
UTI Dividend Yield Fund (G) Rank 4
2,942.41 4.2 8.5 12.3 13.8 10.1 3.8 17.6
UTI Leadership Equity - Direct (G) Not Ranked
0.62 3.7 8.5 11.4 18.8 -- -- --
Union KBC Equity Fund (G) Not Ranked
107.84 4.8 8.5 14.0 17.6 15.2 -- --
ICICI Pru Target Returns - RP (G) Not Ranked
72.93 3.4 8.4 13.3 22.3 15.5 7.1 --
UTI Equity Fund - Direct (G) Not Ranked
16.08 4.4 8.4 13.1 20.1 -- -- --
UTI Leadership Equity Fund (G) Rank 3
536.41 3.6 8.4 11.2 18.4 16.9 6.9 15.2
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 4.1 8.4 12.5 13.0 -- -- --
UTI Equity Fund (G) Rank 2
2,369.77 4.4 8.3 13.0 19.9 16.4 9.2 20.4
Sundaram Leadership - RP (G) Not Ranked
44.38 -- -- -- -- -- -- --
Taurus Bonanza Fund (G) Not Ranked
20.33 4.1 8.3 12.4 12.9 10.0 1.9 13.1
Axis Equity Fund (G) Rank 2
594.36 4.6 8.2 12.1 17.3 20.0 9.4 --
UTI Master Plus US - Direct (G) Not Ranked
0.24 3.6 8.2 11.5 18.9 -- -- --
UTI Master Plus US (G) Rank 3
894.91 3.6 8.2 11.5 18.8 16.0 7.2 16.4
ICICI Pru Focused. Blue -Direct (G) Not Ranked
123.74 3.2 8.1 11.7 22.5 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
9.91 3.2 8.1 11.7 22.8 17.8 9.3 22.0
JPMorgan India Equity - Direct (G) Not Ranked
1.21 3.8 8.0 12.6 19.9 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
13.91 4.3 8.0 11.8 16.2 -- -- --
Can Robeco Equity Div. - Direct (G) Not Ranked
7.50 4.6 8.0 11.8 18.2 -- -- --
UTI Opportunities Fund - Direct (G) Not Ranked
118.53 3.8 8.0 10.6 19.2 -- -- --
Can Robeco Equity Divers (G) Rank 3
626.24 4.6 7.9 11.6 17.6 14.1 8.5 20.6
ICICI Pru Focused Bluechip Eqty (G) Rank 2
4,570.93 3.2 7.9 11.3 21.6 16.8 8.4 21.1
HSBC Dynamic Fund - Direct (G) Not Ranked
0.08 3.9 7.9 10.9 15.6 -- -- --
SBI Magnum Equity Fund (G) Rank 3
1,038.92 4.3 7.9 11.5 15.5 14.2 7.5 18.6
Canara Robeco Large Cap+-Direct (G) Not Ranked
0.61 4.3 7.8 9.1 16.5 -- -- --
JPMorgan India Equity Fund (G) Rank 3
192.76 3.7 7.8 12.1 18.7 14.1 5.8 17.6
UTI Opportunities Fund (G) Rank 2
3,446.50 3.8 7.8 10.2 18.4 14.3 9.4 20.7
Canara Robeco Large Cap+ (G) Rank 1
103.01 4.3 7.7 8.7 15.7 13.8 8.4 --
HSBC Dynamic Fund (G) Not Ranked
91.02 3.9 7.7 10.5 14.8 9.6 2.6 11.1
IDBI India Top 100 Eqty -Direct (G) Not Ranked
1.59 3.4 7.7 11.2 18.6 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
2.42 3.3 7.7 11.8 18.3 -- -- --
UTI Top 100 Fund (G) Rank 3
547.86 3.3 7.6 11.7 18.0 14.8 6.6 15.6
SBI Blue Chip Fund - Direct (G) Not Ranked
14.59 3.4 7.6 13.1 18.2 -- -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
44.88 4.1 7.5 10.6 14.9 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
87.98 4.1 7.5 10.6 14.9 10.9 5.9 16.7
IDBI India Top 100 Equity Fund (G) Not Ranked
57.66 3.4 7.5 10.9 17.9 -- -- --
SBI Blue Chip Fund (G) Rank 2
719.92 3.4 7.4 12.8 17.6 19.1 9.3 17.6
UTI Contra Fund - Direct (G) Not Ranked
0.17 5.3 7.4 12.5 14.1 -- -- --
DSP-BR Top 100 Equity - RP (G) Rank 4
2,790.15 4.0 7.4 10.3 14.3 10.3 5.3 16.2
Kotak 50 - Direct (G) Not Ranked
3.43 3.5 7.3 10.4 13.1 -- -- --
UTI Contra Fund (G) Rank 5
123.94 5.3 7.3 12.3 13.7 10.1 1.1 11.0
Sundaram Select Focus -Direct (G) Not Ranked
1.54 3.6 7.2 10.6 17.4 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
4.37 4.2 7.2 16.2 23.7 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
0.64 3.6 7.2 8.4 19.7 -- -- --
Kotak 50 (G) Rank 4
681.08 3.5 7.2 10.1 12.5 14.2 5.8 15.5
HDFC Index - Sensex Plus - Direct Not Ranked
7.04 4.1 7.1 10.1 16.9 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
18.32 3.5 7.0 10.4 17.1 12.4 3.9 15.1
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.16 2.6 7.0 9.0 17.9 -- -- --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.02 3.8 7.0 10.9 18.4 -- -- --
HDFC Index - Sensex Plus Plan Not Ranked
70.95 4.1 7.0 9.9 16.5 14.6 6.1 17.5
Reliance Focused Large Cap - RP (G) Rank 3
961.26 4.1 7.0 15.9 22.9 19.4 7.7 12.0
Sundaram Select Focus - RP (G) Rank 4
446.12 3.4 7.0 10.2 16.9 11.9 3.3 13.3
L&T India Large Cap - Direct (G) Not Ranked
2.28 4.1 7.0 10.9 20.0 -- -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
799.09 3.2 6.9 10.7 15.1 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.77 3.8 6.9 10.7 18.0 9.9 5.8 --
BNP Paribas Equity Fund (G) Rank 2
166.45 3.5 6.9 7.9 18.6 15.8 9.2 16.1
Axis Focused 25 Fund - Direct (G) Not Ranked
0.38 3.3 6.9 7.5 12.3 -- -- --
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 2.6 6.8 8.6 17.2 15.5 5.2 13.0
DWS Alpha Equity Fund -RP (G) Not Ranked
57.78 2.6 6.8 8.6 17.1 15.5 5.2 13.4
IDFC Equity Fund - Direct (G) Not Ranked
0.70 3.5 6.9 9.8 16.7 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.03 3.8 6.8 10.2 19.9 -- -- --
L&T India Large Cap Fund (G) Rank 3
294.45 4.0 6.8 10.5 19.2 13.5 5.5 19.2
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.01 4.2 6.8 9.6 16.2 -- -- --
Franklin India Bluechip (G) Rank 3
4,158.46 3.2 6.7 10.3 14.2 12.6 5.9 17.9
IDFC Equity Fund - Plan A (G) Rank 3
289.45 3.4 6.7 9.6 16.1 14.9 6.0 14.7
IDFC Equity Fund - Plan B (G) Not Ranked
0.05 3.4 6.7 9.6 16.1 14.9 6.1 --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.24 3.7 6.7 10.0 19.3 15.8 5.6 15.6
UTI India Lifestyle Fund(G) Rank 1
305.12 4.1 6.6 9.3 15.6 14.0 9.3 19.1
Axis Focused 25 Fund (G) Not Ranked
116.55 3.1 6.5 7.0 11.0 -- -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.03 3.7 6.5 10.4 16.6 -- -- --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.15 3.7 6.5 10.2 16.5 8.9 2.1 --
Edelweiss Equity Enhancer -A (G) Not Ranked
0.14 3.8 6.4 10.2 16.5 8.9 2.1 --
Reliance Quant Plus - Direct (G) Not Ranked
1.76 3.4 6.4 11.4 17.8 -- -- --
Reliance Quant Plus - RP (G) Not Ranked
41.65 3.4 6.3 11.0 17.1 13.3 4.6 16.2
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.39 2.9 6.2 8.5 14.0 -- -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.61 3.5 6.0 10.0 15.8 -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
5.09 2.9 5.9 8.0 12.9 12.0 -- --
Pramerica Large Cap Equity (G) Not Ranked
32.43 3.6 5.9 9.8 15.3 13.5 2.6 --
Sundaram Equity Plus -Direct (G) Not Ranked
5.35 3.9 5.5 5.3 14.1 -- -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
7.50 2.6 5.5 9.0 18.1 -- -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.53 2.3 5.4 10.2 18.7 -- -- --
Tata Pure Equity Fund (G) Rank 3
620.70 2.6 5.4 8.6 17.3 14.3 7.7 18.3
LIC NOMURA Growth Fund (G) Not Ranked
69.36 2.2 5.3 9.9 18.1 14.1 4.2 15.0
Peerless Equity Fund - Direct (G) Not Ranked
5.40 2.7 5.1 8.0 14.0 -- -- --
IDFC Imperial Equity - Direct (G) Not Ranked
10.19 2.8 5.1 8.2 14.1 -- -- --
IDFC Imperial Equity - Plan A (G) Rank 4
138.95 2.8 5.0 8.0 13.5 10.7 2.6 12.3
IDFC Imperial Equity - Plan B (G) Not Ranked
6.84 2.8 5.0 8.0 13.5 10.7 2.6 12.3
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.13 1.5 4.9 9.7 16.3 -- -- --
Peerless Equity Fund (G) Not Ranked
21.71 2.6 4.8 7.6 13.0 13.1 -- --
Sundaram Equity Plus (G) Not Ranked
89.75 3.1 4.7 4.4 13.0 7.1 -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.59 3.3 4.6 7.9 16.1 -- -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Religare Invesco Bus-Leaders (G) Not Ranked
23.64 1.4 4.5 9.1 15.3 14.8 5.6 --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
19.51 3.4 4.5 7.8 15.7 15.3 8.5 --
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.51 3.3 4.5 7.7 15.7 15.2 8.0 --
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
1.70 3.3 4.5 7.7 15.7 15.2 8.6 --
Religare Invesco AGILE -Dir (G) Not Ranked
0.04 4.1 3.0 8.6 16.4 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
36.86 4.0 2.7 8.1 15.5 12.4 6.6 12.8
ING Large Cap Equity -Direct (G) Not Ranked
N.A. -- -67.6 -66.9 -66.1 -- -- --
CATEGORY AVERAGE 4.0 7.5 11.0 17.0 7.2 2.9 6.5

Note : Returns have been calculated based on NAV's as on Apr 22, 2014 & Index values as on Apr 23, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.