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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 Aug 03, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
2.14 5.5 8.1 4.0 21.8 25.4 -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
2.60 0.4 8.0 5.1 28.6 30.6 -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
Kotak Select Focus Fund - Direct (G) Not Ranked
253.36 3.5 8.0 4.0 34.4 41.0 -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.49 3.4 7.9 5.2 26.2 46.9 -- --
Escorts Growth Plan (G) Not Ranked
7.91 3.4 7.9 5.2 26.1 46.4 27.6 10.4
JM Multi Strategy Fund -Direct (G) Not Ranked
0.63 -0.4 7.8 4.4 27.6 39.9 -- --
Axis Focused 25 Fund (G) Not Ranked
271.33 0.3 7.6 4.2 26.8 29.0 22.8 --
Indiabulls Blue Chip Fund (G) Not Ranked
19.16 5.3 7.4 2.9 19.8 23.8 17.7 --
Peerless Equity Fund - Direct (G) Not Ranked
11.42 0.8 7.4 3.5 21.3 24.5 -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Kotak Opportunities - Direct (G) Not Ranked
10.27 2.7 7.2 5.5 32.8 36.7 -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
JM Multi Strategy Fund (G) Not Ranked
140.35 -0.5 7.2 3.7 26.2 38.7 25.5 8.6
L&T India Large Cap - Direct (G) Not Ranked
29.75 1.5 7.0 3.7 24.6 32.4 -- --
Tata Equity Opp. Fund - Direct (G) Not Ranked
14.23 3.0 6.9 4.7 29.3 36.1 -- --
Peerless Equity Fund (G) Not Ranked
45.01 0.7 6.9 2.6 19.2 22.8 19.7 --
Kotak Opportunities Fund - Regular (G) Rank 2
638.93 2.6 6.8 4.8 31.6 35.7 25.5 13.3
L&T India Large Cap Fund (G) Rank 2
338.54 1.5 6.8 3.3 23.8 31.6 22.5 12.5
Sahara Super 20 Fund -Direct (G) Not Ranked
0.06 2.1 6.8 1.3 10.4 23.8 -- --
UTI Master Plus US - Direct (G) Not Ranked
0.05 -- -- -- -- -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.60 2.0 6.6 1.1 9.9 23.3 15.2 8.7
Reliance Focused Large Cap-Dir (G) Not Ranked
15.02 2.7 6.6 4.2 24.7 35.5 -- --
UTI Master Plus US (G) Not Ranked
117.93 -- -- -- -- -- -- --
Tata Equity Opp. Fund - Regular (G) Rank 1
1,027.27 2.9 6.5 4.0 27.8 34.9 25.3 13.6
Tata Pure Equity Fund - Direct (G) Not Ranked
87.46 2.2 6.5 3.9 22.5 28.8 -- --
JM Core 11 Fund -Direct (G) Not Ranked
0.41 2.3 6.4 4.3 22.4 41.2 -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
0.19 1.8 6.4 5.6 24.8 32.4 -- --
Reliance Focused Large Cap - RP (G) Rank 3
1,071.06 2.7 6.4 3.9 23.9 34.6 24.5 10.4
Tata Pure Equity Fund - Regular Plan (G) Rank 3
736.62 2.0 6.1 3.1 21.0 27.5 20.4 11.5
JPMorgan India Equity - Direct (G) Not Ranked
3.48 2.0 6.1 3.0 26.0 33.6 -- --
Kotak 50 - Direct Plan (G) Not Ranked
23.06 2.6 6.0 3.8 27.5 33.6 -- --
Sahara Growth Fund - Direct (G) Not Ranked
1.59 1.6 5.9 0.9 7.5 28.8 -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.30 2.0 5.9 2.8 11.4 18.1 -- --
JM Core 11 Fund (G) Not Ranked
31.72 2.1 5.9 3.5 21.1 39.9 23.1 5.1
SBI Blue Chip Fund - Direct (G) Not Ranked
201.76 1.5 5.8 6.1 29.1 37.8 -- --
Edelweiss Eqty Enhancer - Direct (G) Not Ranked
0.06 2.7 5.8 3.9 22.3 30.0 -- --
JPMorgan India Equity Fund (G) Rank 3
254.01 2.0 5.8 2.5 24.6 31.9 22.5 12.6
Edelweiss Value Opportunities Fund (G) Not Ranked
0.30 2.7 5.8 3.7 21.9 29.7 18.0 10.4
Taurus Bonanza Fund (G) Not Ranked
23.48 1.6 5.8 4.8 23.8 31.7 19.7 9.4
Edelweiss Equity Enhancer - Plan B (G) Not Ranked
0.13 2.7 5.8 3.7 21.8 29.7 17.9 10.3
Kotak 50 - Regular Plan (G) Rank 3
709.52 2.5 5.7 3.2 26.2 32.6 22.2 12.2
SBI Blue Chip Fund (G) Rank 1
1,737.07 1.4 5.7 5.6 28.2 36.9 27.3 15.0
Birla SL Top 100 - Direct (G) Not Ranked
113.92 2.6 5.6 2.3 22.4 38.1 -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
1,183.68 1.4 5.6 4.4 23.5 31.2 -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
8.84 1.7 5.5 5.1 28.5 33.2 -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
549.41 1.7 5.5 0.4 17.2 27.0 -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
83.31 1.7 5.5 0.4 17.2 27.0 19.8 12.0
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.52 2.1 5.4 3.3 21.1 24.2 -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
146.73 1.7 5.4 4.8 27.9 32.4 24.5 --
Religare Invesco AGILE Fund (G) Not Ranked
26.73 1.9 5.4 1.9 9.6 16.6 13.1 9.7
DSP-BR Top 100 Equity - RP (G) Rank 5
2,791.36 1.6 5.4 0.2 16.5 26.4 19.1 11.4
Birla Sun Life Top 100 (G) Rank 2
1,415.34 2.5 5.3 1.8 21.3 36.9 25.8 15.5
Franklin India Bluechip (G) Rank 3
5,111.15 1.4 5.3 3.9 22.4 30.1 20.2 12.4
LIC NOMURA Growth Fund -Direct (G) Not Ranked
17.23 0.6 5.3 2.9 25.2 30.9 -- --
Sahara Growth Fund (G) Not Ranked
5.98 1.4 5.3 -0.2 5.6 27.5 16.3 8.8
Religare Invesco Bus-Leaders-DP (G) Not Ranked
4.53 0.8 5.3 3.9 25.9 32.4 -- --
Pramerica Large Cap Equity (G) Not Ranked
51.26 2.0 5.3 3.0 20.5 23.6 17.7 --
Canara Robeco Large Cap+-Direct (G) Not Ranked
2.19 2.4 5.1 2.9 19.9 26.6 -- --
LIC NOMURA Growth Fund (G) Not Ranked
81.92 0.5 5.1 2.5 24.1 30.0 21.6 10.9
Birla SL Frontline Eqty-Direct (G) Not Ranked
952.41 1.6 5.1 2.3 22.7 35.4 -- --
Franklin (I) Opport. - Direct (G) Not Ranked
14.43 1.2 5.1 4.4 34.2 42.5 -- --
UTI Equity Fund - Direct (G) Not Ranked
352.23 2.3 5.1 2.8 23.7 33.7 -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
Sundaram Select Focus -Direct (G) Not Ranked
4.38 1.4 5.0 -0.4 14.0 26.0 -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
7.81 1.4 5.0 2.5 23.7 31.5 -- --
Sundaram Select Focus - IP (G) Not Ranked
0.01 1.4 5.0 -0.4 13.9 25.8 18.3 8.6
Principal Large Cap - Direct (G) Not Ranked
10.95 2.0 5.0 1.9 18.2 32.9 -- --
UTI Equity Fund (G) Rank 2
3,843.72 2.2 5.0 2.5 23.2 33.3 24.0 15.5
Sundaram Select Focus - RP (G) Rank 4
384.91 1.4 4.9 -0.6 13.4 25.3 17.8 8.0
Franklin India Oppor. (G) Rank 1
380.49 1.1 4.9 4.1 33.5 41.9 26.7 13.7
Birla SL Frontline Equity (G) Rank 3
8,071.38 1.6 4.9 1.9 21.6 34.3 25.7 14.4
Religare Invesco Bus-Leaders (G) Not Ranked
32.48 0.6 4.8 2.9 23.7 30.6 22.8 12.3
Principal Large Cap Fund (G) Rank 3
300.25 1.9 4.8 1.5 17.4 32.1 21.1 11.5
Canara Robeco Large Cap+ (G) Not Ranked
110.68 2.3 4.8 2.3 18.8 25.5 19.4 12.8
Baroda Pioneer Growth -Direct (G) Not Ranked
3.69 1.5 4.7 1.3 23.2 33.4 -- --
DWS Alpha Equity Fund -RP (G) Not Ranked
89.87 1.3 4.6 1.9 22.4 30.4 22.8 10.4
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 1.3 4.6 1.9 22.5 30.4 22.8 10.4
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
1.66 0.5 4.6 3.9 24.3 30.0 -- --
Baroda Pioneer Growth (G) Not Ranked
216.95 1.4 4.6 1.0 22.4 32.3 21.6 9.2
Escorts Leading Sectors (G) Not Ranked
1.69 1.4 4.6 8.9 37.8 46.4 31.8 15.3
Escorts Leading Sectors -Direct (G) Not Ranked
0.16 1.4 4.6 9.0 38.1 46.9 -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
89.04 0.5 4.4 2.1 22.5 31.0 -- --
Reliance Top 200 - Direct (G) Not Ranked
39.48 1.5 4.4 1.8 26.8 41.3 -- --
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.70 0.4 4.4 3.5 23.6 29.4 23.6 13.8
ICICI Pru Focused. Blue -Direct (G) Not Ranked
948.46 2.1 4.4 1.4 19.5 31.6 -- --
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
1.07 0.4 4.3 3.4 23.5 29.3 23.6 14.2
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 2.1 4.3 1.4 19.5 31.7 24.1 15.3
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
81.67 0.4 4.3 3.4 23.6 29.3 23.6 14.1
SBI Magnum Equity Fund (G) Rank 3
1,325.42 0.5 4.2 1.6 21.7 30.2 21.2 12.3
UTI Leadership Equity - Direct (G) Not Ranked
2.78 2.4 4.2 0.6 18.1 27.4 -- --
JPMorgan India Top 100 Fund -DP (G) Not Ranked
2.91 1.4 4.2 0.5 22.8 -- -- --
UTI Leadership Equity Fund (G) Rank 4
1,635.92 2.3 4.1 0.5 17.8 27.1 21.1 10.9
UTI Top 100 Fund - Direct (G) Not Ranked
9.96 2.5 4.1 2.4 23.7 30.8 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,941.44 2.0 4.1 1.0 18.4 30.5 23.0 14.3
UTI Top 100 Fund (G) Rank 2
825.59 2.5 4.0 2.2 23.2 30.4 21.7 13.2
JPMorgan India Top 100 Fund -RP (G) Not Ranked
182.36 1.3 3.9 -0.2 21.2 -- -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.54 1.9 3.8 0.3 16.2 25.1 -- --
UTI Mastershare - Direct (G) Not Ranked
46.66 2.8 3.8 1.3 22.7 31.6 -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
911.48 2.1 3.7 -0.1 14.0 34.5 -- --
UTI Mastershare (G) Rank 2
3,019.17 2.7 3.7 1.1 22.2 31.0 21.5 12.6
UTI India Lifestyle Fund(G) Rank 3
304.22 1.8 3.6 -- 15.4 24.4 19.0 12.9
UTI Dividend Yield Fund -Direct (G) Not Ranked
46.37 3.2 3.6 -0.5 15.7 27.8 -- --
HDFC Top 200 Fund (G) Rank 5
12,486.28 2.1 3.6 -0.4 13.3 33.7 21.3 11.7
UTI Dividend Yield Fund (G) Rank 4
3,014.98 3.2 3.4 -0.8 15.0 27.0 16.7 10.0
HSBC Equity Fund - Direct (G) Not Ranked
199.87 1.0 3.4 -- 12.6 26.5 -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.22 -- 3.2 0.3 13.6 24.2 -- --
Union KBC Trigger Fund - Sr2-DP (G) Not Ranked
30.51 0.2 3.2 -- -- -- -- --
HDFC Index - Sensex Plus - Direct Not Ranked
30.52 0.3 3.2 -1.1 12.1 25.1 -- --
HSBC Equity Fund (G) Rank 5
448.86 1.0 3.2 -0.4 11.8 25.6 17.3 8.9
HDFC Index - Sensex Plus Plan Not Ranked
95.83 0.3 3.1 -1.3 11.8 24.7 18.6 11.1
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.66 -0.1 3.1 0.1 13.0 23.6 19.0 10.1
Motilal MOSt Shares M50 ETF Not Ranked
26.86 0.4 3.1 -1.7 5.4 25.5 16.8 8.0
Union KBC Trigger Fund - Sr2-RP (G) Not Ranked
92.43 0.1 3.0 -- -- -- -- --
BOI AXA Equity Fund - Direct (G) Not Ranked
3.07 1.7 3.0 -0.6 17.0 29.2 -- --
BOI AXA Equity Fund-Eco (G) Not Ranked
4.52 1.6 2.8 -1.0 16.3 28.6 20.1 10.1
BOI AXA Equity Fund -RP (G) Rank 3
86.29 1.6 2.7 -1.3 15.6 27.8 19.3 9.6
HSBC Dynamic Fund - Direct (G) Not Ranked
0.49 -0.8 2.3 1.0 11.9 21.7 -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
49.10 1.7 2.1 -1.4 14.7 29.0 -- --
HSBC Dynamic Fund (G) Not Ranked
61.36 -0.9 2.1 0.7 11.1 20.9 13.4 7.1
LIC NOMURA Equity Fund (G) Rank 4
293.96 1.6 2.0 -1.7 13.9 28.2 19.0 9.3
Sundaram Equity Plus -Direct (G) Not Ranked
4.37 -0.3 1.5 -2.7 5.9 12.1 -- --
UTI Opportunities Fund - Direct (G) Not Ranked
430.99 1.4 1.3 -2.7 15.7 27.3 -- --
IDFC Imperial Equity - Direct (G) Not Ranked
13.50 -0.6 1.3 -2.3 14.0 23.8 -- --
Sundaram Equity Plus (G) Not Ranked
54.30 -0.4 1.3 -3.0 5.2 11.2 8.5 --
Reliance Quant Plus - Direct (G) Not Ranked
37.52 0.6 1.2 -3.6 9.5 24.1 -- --
UTI Opportunities Fund (G) Rank 3
4,899.36 1.4 1.1 -3.1 14.9 26.4 19.8 14.2
IDFC Equity Fund - Direct (G) Not Ranked
2.13 -0.8 1.0 -3.2 11.0 21.6 -- --
Reliance Quant Plus - RP (G) Not Ranked
142.30 0.5 1.0 -4.0 8.6 22.5 16.4 9.7
ICICI Pru Select Large Cap Fund - DP (G) Not Ranked
27.26 0.7 0.9 -1.8 14.2 29.5 -- --
IDFC Imperial Equity - Regular (G) Not Ranked
116.47 -0.7 0.9 -3.0 12.8 22.8 15.7 8.0
IDFC Imperial Equity - Plan B (G) Not Ranked
2.73 -0.7 0.9 -3.0 12.9 22.8 15.7 8.0
Sundaram Growth Fund -Direct (G) Not Ranked
6.79 0.1 0.7 -7.1 6.2 21.5 -- --
Sundaram Growth Fund - RP (G) Rank 4
258.63 0.1 0.6 -7.5 5.5 20.7 13.8 6.2
ICICI Pru Select Large Cap Fund - RP (G) Rank 3
516.94 0.6 0.6 -2.4 13.0 28.5 20.1 11.5
IDFC Equity Fund - Regular Plan (G) Rank 3
286.34 -0.9 0.5 -3.9 9.9 20.7 16.7 9.6
IDFC Equity Fund - Plan B (G) Not Ranked
0.03 -0.9 0.5 -3.9 9.9 20.7 16.7 9.7
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
91.85 0.9 -0.6 -4.0 9.9 29.9 -- --
ICICI Pru Top 100 Fund (G) Rank 4
1,561.91 0.8 -0.8 -4.4 9.0 28.8 19.9 12.6
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
CATEGORY AVERAGE 1.4 4.2 1.3 18.2 27.7 18.4 9.2

Note : Returns have been calculated based on NAV's as on Aug 03, 2015 & Index values as on Aug 03, 2015

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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