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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 Jul 29, 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
Escorts Leading Sectors (G) Not Ranked
1.69 3.4 3.2 5.8 36.9 43.6 33.1 15.0
Escorts Leading Sectors -Direct (G) Not Ranked
0.16 3.4 3.2 5.8 37.2 44.0 -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
201.76 2.1 5.5 4.1 26.7 36.3 -- --
SBI Blue Chip Fund (G) Rank 1
1,737.07 2.0 5.3 3.7 25.8 35.5 27.2 15.0
Taurus Bonanza Fund -Direct (G) Not Ranked
0.19 2.7 6.4 3.3 21.5 30.7 -- --
Taurus Bonanza Fund (G) Not Ranked
23.48 2.5 5.8 2.6 20.6 30.1 19.7 9.5
Axis Focused 25 Fund - Direct (G) Not Ranked
2.60 0.8 7.9 2.5 24.6 29.2 -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
8.84 2.7 5.5 2.3 25.5 31.9 -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
4.53 1.9 5.9 2.3 22.9 31.0 -- --
Escorts Growth Plan (G) Not Ranked
7.91 4.8 5.0 2.1 23.7 40.9 27.7 10.1
Escorts Growth Plan - Direct (G) Not Ranked
0.49 4.8 5.0 2.1 23.9 41.4 -- --
Kotak Opportunities - Direct (G) Not Ranked
10.27 2.9 6.5 2.0 29.3 35.0 -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
146.73 2.6 5.3 2.0 24.9 31.1 24.3 --
Tata Equity Opp. Fund - Direct (G) Not Ranked
14.23 3.8 6.2 1.9 26.2 35.0 -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
1.66 0.9 4.3 1.8 21.1 28.7 -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
2.14 6.4 7.8 1.7 18.1 23.4 -- --
Axis Focused 25 Fund (G) Not Ranked
271.33 0.7 7.4 1.6 22.8 27.7 22.3 --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
81.67 0.8 4.1 1.4 20.3 28.0 23.5 14.0
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.70 0.8 4.1 1.4 20.3 28.1 23.5 13.7
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
1.07 0.8 4.1 1.4 20.3 28.0 23.6 14.0
Religare Invesco Bus-Leaders (G) Not Ranked
32.48 1.8 5.4 1.3 20.7 29.2 23.1 12.4
Peerless Equity Fund - Direct (G) Not Ranked
11.42 2.4 8.7 1.3 19.5 23.8 -- --
Tata Equity Opp. Fund - Regular (G) Rank 1
1,027.27 3.6 5.8 1.3 24.8 33.8 25.0 13.4
Kotak Opportunities Fund - Regular (G) Rank 2
638.93 2.8 6.1 1.3 28.1 34.0 25.1 13.2
Edelweiss Eqty Enhancer - Direct (G) Not Ranked
0.06 3.0 4.9 1.1 18.9 28.1 -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
15.02 3.4 6.9 1.0 21.3 33.1 -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
1,183.68 1.7 5.2 1.0 20.3 29.5 -- --
Edelweiss Equity Enhancer - Plan B (G) Not Ranked
0.13 3.0 4.9 0.9 18.5 27.8 17.1 10.1
Franklin (I) Opport. - Direct (G) Not Ranked
14.43 1.3 4.2 0.8 30.6 40.1 -- --
Edelweiss Value Opportunities Fund (G) Not Ranked
0.30 3.0 4.8 0.9 18.5 27.8 17.1 10.3
Tata Pure Equity Fund - Direct (G) Not Ranked
87.46 2.6 6.0 0.9 18.9 27.4 -- --
Indiabulls Blue Chip Fund (G) Not Ranked
19.16 6.2 7.1 0.7 16.3 21.9 17.6 --
Reliance Focused Large Cap - RP (G) Rank 3
1,071.06 3.4 6.7 0.7 20.6 32.2 24.7 10.3
JM Multi Strategy Fund -Direct (G) Not Ranked
0.63 1.6 7.8 0.7 25.1 38.4 -- --
Kotak 50 - Direct Plan (G) Not Ranked
23.06 2.6 5.6 0.7 24.1 31.6 -- --
Franklin India Oppor. (G) Rank 1
380.49 1.3 4.0 0.5 29.9 39.5 26.6 13.6
Franklin India Bluechip (G) Rank 3
5,111.15 1.6 5.0 0.5 19.2 28.5 20.1 12.4
L&T India Large Cap - Direct (G) Not Ranked
29.75 2.4 7.0 0.5 22.1 31.3 -- --
Kotak Select Focus Fund - Direct (G) Not Ranked
253.36 3.6 7.1 0.4 30.7 39.3 -- --
JPMorgan India Equity - Direct (G) Not Ranked
3.48 2.3 5.5 0.3 23.1 32.1 -- --
Peerless Equity Fund (G) Not Ranked
45.01 2.2 8.2 0.4 17.5 22.2 19.6 --
L&T India Large Cap Fund (G) Rank 2
338.54 2.3 6.8 0.2 21.4 30.5 22.6 12.5
Tata Pure Equity Fund - Regular Plan (G) Rank 3
736.62 2.4 5.6 0.1 17.4 26.2 20.1 11.4
JM Multi Strategy Fund (G) Not Ranked
140.35 1.5 7.3 0.1 23.8 37.3 25.8 8.7
Kotak 50 - Regular Plan (G) Rank 3
709.52 2.5 5.2 0.1 22.9 30.6 22.0 12.1
Canara Robeco Large Cap+-Direct (G) Not Ranked
2.19 3.5 5.4 0.1 17.4 25.4 -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
3.69 2.3 4.8 -0.1 21.5 32.1 -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
7.81 1.7 4.6 -0.1 20.3 29.7 -- --
Reliance Top 200 - Direct (G) Not Ranked
39.48 2.9 4.8 -0.1 24.8 40.1 -- --
JPMorgan India Equity Fund (G) Rank 3
254.01 2.2 5.3 -0.2 21.6 30.5 22.5 12.5
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.52 2.0 4.7 -0.2 17.2 22.0 -- --
Baroda Pioneer Growth (G) Not Ranked
216.95 2.2 4.6 -0.4 20.6 31.0 21.6 9.4
Canara Robeco Large Cap+ (G) Not Ranked
110.68 3.4 5.1 -0.4 16.4 24.4 19.3 --
Pramerica Large Cap Equity (G) Not Ranked
51.26 1.9 4.6 -0.4 16.7 21.4 17.5 --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
17.23 0.6 4.0 -0.6 21.6 29.5 -- --
UTI Top 100 Fund - Direct (G) Not Ranked
9.96 2.9 3.7 -0.6 21.1 28.6 -- --
DWS Alpha Equity Fund -RP (G) Not Ranked
89.87 1.6 4.3 -0.7 19.1 28.6 22.6 10.5
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 1.6 4.3 -0.7 19.1 28.6 22.6 10.5
Birla SL Frontline Eqty-Direct (G) Not Ranked
952.41 1.5 4.5 -0.7 19.7 33.2 -- --
Birla SL Top 100 - Direct (G) Not Ranked
113.92 2.7 4.9 -0.7 19.4 35.7 -- --
UTI Equity Fund - Direct (G) Not Ranked
352.23 1.9 4.5 -0.8 20.2 31.2 -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
UTI Top 100 Fund (G) Rank 2
825.59 2.9 3.6 -0.9 20.7 28.2 21.6 13.1
LIC NOMURA Growth Fund (G) Not Ranked
81.92 0.5 3.8 -1.0 20.5 28.6 21.2 10.8
UTI Equity Fund (G) Rank 2
3,843.72 1.8 4.4 -1.0 19.8 30.8 23.4 15.3
Birla Sun Life Top 100 (G) Rank 2
1,415.34 2.6 4.7 -1.2 18.3 34.6 25.7 15.5
Sahara Super 20 Fund -Direct (G) Not Ranked
0.06 3.6 6.6 -1.2 7.4 22.9 -- --
Birla SL Frontline Equity (G) Rank 3
8,071.38 1.4 4.2 -1.2 18.6 32.1 25.6 14.3
HSBC Dynamic Fund - Direct (G) Not Ranked
0.49 -0.5 2.1 -1.3 9.8 20.4 -- --
Sahara Super 20 Fund (G) Not Ranked
0.60 3.6 6.4 -1.5 6.9 22.4 15.0 8.7
SBI Magnum Equity Fund - Direct (G) Not Ranked
89.04 0.5 3.8 -1.5 19.4 29.4 -- --
UTI Mastershare - Direct (G) Not Ranked
46.66 2.8 3.2 -1.6 19.5 29.1 -- --
HSBC Dynamic Fund (G) Not Ranked
61.36 -0.6 2.0 -1.6 9.0 19.5 13.4 7.2
Principal Large Cap - Direct (G) Not Ranked
10.95 2.2 4.8 -1.7 16.0 31.3 -- --
UTI Mastershare (G) Rank 2
3,019.17 2.7 3.1 -1.8 19.0 28.6 21.3 12.5
SBI Magnum Equity Fund (G) Rank 3
1,325.42 0.4 3.6 -1.9 18.6 28.6 20.8 12.4
JM Core 11 Fund -Direct (G) Not Ranked
0.41 2.0 4.9 -1.9 20.1 37.6 -- --
Principal Large Cap Fund (G) Rank 3
300.25 2.2 4.6 -2.0 15.3 30.6 21.1 11.5
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 2.2 3.7 -2.1 15.9 30.3 23.6 15.2
ICICI Pru Focused. Blue -Direct (G) Not Ranked
948.46 2.2 3.7 -2.1 15.9 30.2 -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.22 -0.1 3.1 -2.1 10.1 22.9 -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.66 -0.1 3.0 -2.3 9.6 22.2 18.8 10.1
Sahara Growth Fund - Direct (G) Not Ranked
1.59 1.5 4.6 -2.5 4.7 26.6 -- --
JPMorgan India Top 100 Fund -DP (G) Not Ranked
2.91 1.5 3.4 -2.5 19.4 -- -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,941.44 2.1 3.5 -2.5 14.9 29.2 22.5 14.3
JM Core 11 Fund (G) Not Ranked
31.72 1.8 4.4 -2.6 18.8 36.3 22.5 4.7
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.54 1.4 3.4 -2.6 12.9 22.8 -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
83.31 3.7 5.5 -2.6 14.6 26.2 19.7 12.1
DSP-BR Top 100 Equity - Direct (G) Not Ranked
549.41 3.7 5.5 -2.6 14.6 26.2 -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.30 3.4 5.6 -2.8 9.2 16.2 -- --
Sundaram Select Focus - IP (G) Not Ranked
0.01 1.9 4.6 -2.9 11.6 24.4 18.3 8.7
DSP-BR Top 100 Equity - RP (G) Rank 5
2,791.36 3.6 5.3 -2.9 14.0 25.5 19.1 11.5
Sundaram Select Focus -Direct (G) Not Ranked
4.38 1.9 4.7 -2.9 11.7 24.6 -- --
UTI India Lifestyle Fund(G) Rank 3
304.22 1.4 3.3 -2.9 12.1 22.0 18.6 12.7
UTI Leadership Equity - Direct (G) Not Ranked
2.78 2.2 3.2 -2.9 14.8 25.6 -- --
UTI Leadership Equity Fund (G) Rank 4
1,635.92 2.2 3.2 -3.0 14.5 25.2 20.4 10.8
Sundaram Select Focus - RP (G) Rank 4
384.91 1.9 4.6 -3.1 11.1 23.9 17.7 8.1
JPMorgan India Top 100 Fund -RP (G) Not Ranked
182.36 1.4 3.0 -3.2 17.7 -- -- --
Sahara Growth Fund (G) Not Ranked
5.98 1.4 4.0 -3.5 2.9 25.3 16.0 8.7
Religare Invesco AGILE Fund (G) Not Ranked
26.73 3.1 5.0 -3.5 7.4 14.8 13.2 9.3
BOI AXA Equity Fund - Direct (G) Not Ranked
3.07 1.8 2.7 -3.6 14.0 28.0 -- --
HSBC Equity Fund - Direct (G) Not Ranked
199.87 0.7 2.4 -3.6 9.4 24.9 -- --
BOI AXA Equity Fund-Eco (G) Not Ranked
4.52 1.7 2.5 -3.9 13.4 27.4 20.0 10.1
UTI Dividend Yield Fund -Direct (G) Not Ranked
46.37 2.3 2.1 -3.9 11.9 24.9 -- --
HSBC Equity Fund (G) Rank 5
448.86 0.6 2.2 -3.9 8.6 24.0 16.8 8.8
IDFC Imperial Equity - Direct (G) Not Ranked
13.50 -0.2 1.4 -4.0 11.4 22.4 -- --
UTI Dividend Yield Fund (G) Rank 4
3,014.98 2.3 2.0 -4.2 11.2 24.2 15.8 9.8
BOI AXA Equity Fund -RP (G) Rank 3
86.29 1.7 2.4 -4.2 12.7 26.6 19.3 9.6
HDFC Index - Sensex Plus - Direct Not Ranked
30.52 -- 2.9 -4.2 8.7 23.1 -- --
HDFC Index - Sensex Plus Plan Not Ranked
95.83 -- 2.9 -4.4 8.4 22.7 18.3 11.0
Motilal MOSt Shares M50 ETF Not Ranked
26.86 0.3 2.9 -4.6 2.2 23.0 16.5 7.9
IDFC Imperial Equity - Plan B (G) Not Ranked
2.73 -0.3 1.0 -4.7 10.3 21.4 15.5 8.0
IDFC Imperial Equity - Regular (G) Not Ranked
116.47 -0.3 1.0 -4.7 10.3 21.4 15.5 8.0
IDFC Equity Fund - Direct (G) Not Ranked
2.13 -0.2 1.6 -4.8 8.1 20.3 -- --
Sundaram Equity Plus -Direct (G) Not Ranked
4.37 -0.6 1.1 -4.9 3.9 11.2 -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
911.48 1.2 2.0 -5.2 10.7 31.3 -- --
Sundaram Equity Plus (G) Not Ranked
54.30 -0.6 0.9 -5.2 3.2 10.4 8.2 --
HDFC Top 200 Fund (G) Rank 5
12,486.28 1.1 1.9 -5.5 10.0 30.5 20.2 11.3
IDFC Equity Fund - Plan B (G) Not Ranked
0.03 -0.4 1.1 -5.5 7.1 19.4 16.8 9.8
IDFC Equity Fund - Regular Plan (G) Rank 3
286.34 -0.4 1.1 -5.5 7.1 19.4 16.8 9.7
ICICI Pru Select Large Cap Fund - DP (G) Not Ranked
27.26 0.6 0.6 -5.6 11.3 27.5 -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
91.85 0.7 -0.3 -5.7 8.0 28.5 -- --
UTI Opportunities Fund - Direct (G) Not Ranked
430.99 0.6 0.7 -6.0 12.7 25.2 -- --
ICICI Pru Top 100 Fund (G) Rank 4
1,561.91 0.6 -0.5 -6.1 7.1 27.5 19.9 12.7
ICICI Pru Select Large Cap Fund - RP (G) Rank 3
516.94 0.5 0.2 -6.2 10.2 26.5 20.0 11.4
LIC NOMURA Equity Fund -Direct (G) Not Ranked
49.10 0.5 0.4 -6.2 10.6 26.4 -- --
Reliance Quant Plus - Direct (G) Not Ranked
37.52 0.1 0.5 -6.3 5.7 22.1 -- --
UTI Opportunities Fund (G) Rank 3
4,899.36 0.6 0.5 -6.3 11.8 24.2 19.4 14.0
LIC NOMURA Equity Fund (G) Rank 4
293.96 0.5 0.2 -6.5 9.9 25.6 18.4 9.0
Reliance Quant Plus - RP (G) Not Ranked
142.30 -- 0.3 -6.7 4.9 20.5 16.0 9.6
Sundaram Growth Fund -Direct (G) Not Ranked
6.79 -1.2 0.7 -10.4 3.0 19.4 -- --
Sundaram Growth Fund - RP (G) Rank 4
258.63 -1.2 0.6 -10.8 2.3 18.6 13.3 6.1
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
UTI Master Plus US - Direct (G) Not Ranked
0.05 -- -- -- -- -- -- --
UTI Master Plus US (G) Not Ranked
117.93 -- -- -- -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-RP (G) Not Ranked
92.43 0.1 2.4 -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-DP (G) Not Ranked
30.51 0.1 2.6 -- -- -- -- --
CATEGORY AVERAGE 1.7 3.7 -1.5 15.4 26.0 18.2 8.9

Note : Returns have been calculated based on NAV's as on Jul 29, 2015 & Index values as on Jul 29, 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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