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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 Sep 15, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
SBI Small & Midcap Fund -Direct (G) Not Ranked
4.54 18.2 32.2 67.3 -- -- -- --
SBI Small & Midcap Fund (G) Not Ranked
48.74 18.1 31.9 66.5 -- -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.02 5.5 15.2 50.1 80.9 -- -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
Escorts Growth Plan (G) Not Ranked
3.72 5.5 15.1 49.7 80.0 32.8 20.2 12.4
Escorts Leading Sectors -Direct (G) Not Ranked
0.07 7.0 19.9 47.3 67.8 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.06 6.9 19.7 46.9 67.1 32.9 23.4 14.1
JM Multi Strategy Fund -Direct (G) Not Ranked
0.13 6.7 13.8 43.6 67.8 -- -- --
JM Multi Strategy Fund (G) Rank 3
133.55 6.7 13.6 43.1 66.6 27.5 19.8 6.7
Franklin (I) Opport. - Direct (G) Not Ranked
2.31 8.0 16.9 40.7 64.7 -- -- --
Franklin India Oppor. (G) Rank 3
284.83 8.0 16.8 40.5 64.2 27.7 19.7 12.6
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.88 7.1 13.5 39.4 63.0 -- -- --
JM Core 11 Fund -Direct (G) Not Ranked
0.07 5.9 11.9 38.9 73.0 -- -- --
Birla SL Long Term Advan. (G) Rank 1
141.34 7.1 13.3 38.9 61.8 31.0 22.2 16.1
JM Core 11 Fund (G) Not Ranked
36.48 5.8 11.7 38.4 71.6 25.6 19.1 3.5
Kotak Select Focus - Direct (G) Not Ranked
3.91 8.0 13.9 38.3 61.6 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
13.88 7.4 12.2 38.0 64.7 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.48 4.9 12.5 37.9 51.3 -- -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 5.0 8.9 37.9 63.3 -- -- --
HDFC Top 200 Fund (G) Rank 3
11,265.42 5.0 8.7 37.5 62.4 27.1 20.3 15.1
BNP Paribas Equity Fund (G) Rank 1
271.84 4.8 12.2 37.4 50.1 28.9 22.7 14.8
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
7.13 6.3 12.3 37.1 60.1 -- -- --
ICICI Pru Top 200 Fund (G) Rank 2
520.75 6.3 12.1 36.7 59.1 28.2 21.7 14.9
L&T Equity Fund -Direct (G) Not Ranked
33.51 6.5 11.5 36.6 56.2 -- -- --
L&T Equity Fund (G) Rank 2
2,089.70 6.5 11.3 36.2 55.2 25.2 18.9 15.6
Sahara Growth Fund - Direct (G) Not Ranked
0.15 3.8 7.3 35.5 57.1 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
55.81 6.8 13.4 35.3 55.0 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
4.76 7.4 13.9 35.1 53.0 -- -- --
Sahara Growth Fund (G) Not Ranked
8.13 3.7 7.1 35.1 56.3 22.3 17.7 10.4
UTI Equity Fund (G) Rank 2
2,848.13 6.7 13.3 35.1 54.6 27.2 21.9 16.4
Kotak Opportunities Fund (G) Rank 3
592.84 7.4 13.7 34.7 52.2 25.5 19.9 13.2
Birla SL Top 100 - Direct (G) Not Ranked
16.05 4.8 8.6 34.5 57.2 -- -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
27.04 6.5 13.5 34.0 56.5 -- -- --
Birla Sun Life Top 100 (G) Rank 1
474.81 4.7 8.4 33.9 56.0 29.0 22.7 15.7
Baroda Pioneer Growth -Direct (G) Not Ranked
22.45 6.1 10.2 33.8 51.6 -- -- --
SBI Blue Chip Fund (G) Rank 2
903.54 6.5 13.3 33.6 55.6 28.0 23.6 13.2
Baroda Pioneer Growth (G) Rank 3
201.34 6.1 10.0 33.3 50.3 22.9 16.1 8.6
ING Core Equity Fund -Direct (G) Not Ranked
0.92 3.0 8.5 33.1 53.3 -- -- --
L&T India Large Cap - Direct (G) Not Ranked
13.73 5.5 10.8 32.9 48.6 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
2.09 5.7 9.7 32.9 51.2 -- -- --
L&T India Large Cap Fund (G) Rank 3
302.66 5.5 10.6 32.5 47.7 23.7 17.7 14.7
ING Core Equity Fund (G) Not Ranked
61.15 3.0 8.3 32.4 51.7 22.2 17.6 12.6
UTI Opportunities Fund - Direct (G) Not Ranked
189.98 6.0 12.1 32.4 50.2 -- -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.71 6.1 12.5 32.3 46.2 -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
235.50 4.5 9.4 32.2 52.5 -- -- --
Principal Large Cap - Direct (G) Not Ranked
7.34 5.6 10.0 32.1 54.1 -- -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
29.14 6.1 12.5 32.1 45.6 25.2 20.5 14.0
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.56 6.1 12.4 32.0 45.6 25.2 19.9 13.8
Can Robeco Equity Div. - Direct (G) Not Ranked
8.42 4.6 8.6 32.0 47.8 -- -- --
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.90 6.0 12.4 32.1 45.6 25.2 20.5 14.1
UTI Opportunities Fund (G) Rank 3
3,911.39 6.0 11.9 31.9 49.0 24.1 20.1 15.6
Principal Large Cap Fund (G) Rank 3
296.65 5.5 9.9 31.7 53.3 24.4 19.9 13.6
Can Robeco Equity Divers (G) Rank 3
656.74 4.5 8.5 31.8 47.1 22.9 19.1 15.5
JPMorgan India Equity Fund (G) Rank 3
203.37 5.6 9.4 31.7 49.1 23.3 17.8 13.5
UTI Dividend Yield Fund -Direct (G) Not Ranked
45.03 5.5 8.8 31.7 48.3 -- -- --
Birla SL Frontline Equity (G) Rank 2
4,803.24 4.4 9.1 31.6 51.2 28.4 22.3 15.2
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.86 4.5 10.8 31.6 52.3 -- -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
28.19 5.0 9.2 31.4 52.2 -- -- --
UTI Dividend Yield Fund (G) Rank 4
2,998.72 5.5 8.7 31.3 47.5 19.8 14.6 13.8
Axis Equity Fund - Direct (G) Not Ranked
15.23 6.5 9.4 31.3 47.5 -- -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
201.26 5.0 9.1 31.1 47.7 -- -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.39 4.4 11.3 31.1 46.4 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
77.11 5.0 9.1 31.1 47.7 22.3 17.7 13.1
ICICI Pru Top 100 Fund -Inst -I Not Ranked
1.81 -- -- -- -- -- -- --
ICICI Pru Top 100 Fund (G) Rank 2
639.55 5.0 9.0 30.9 51.1 26.6 23.5 15.5
LIC NOMURA Equity Fund (G) Rank 4
300.06 4.5 10.7 30.8 51.2 22.1 17.5 9.7
DSP-BR Top 100 Equity - RP (G) Rank 5
2,716.56 5.0 8.9 30.8 46.9 21.6 17.1 12.6
DWS Alpha Equity Fund -WP (G) Not Ranked
0.11 4.4 11.1 30.7 45.4 24.3 18.0 10.5
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 5.2 9.9 30.7 49.4 27.3 22.1 17.7
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 5.2 9.9 30.6 49.3 -- -- --
DWS Alpha Equity Fund -RP (G) Not Ranked
55.67 4.4 11.1 30.7 45.3 24.3 18.0 10.5
UTI Mastershare - Direct (G) Not Ranked
21.68 4.9 10.6 30.5 48.1 -- -- --
Axis Equity Fund (G) Rank 2
796.79 6.4 9.0 30.4 45.8 27.1 21.7 --
SBI Magnum Equity Fund - Direct (G) Not Ranked
61.92 4.7 11.5 30.3 47.0 -- -- --
UTI Mastershare (G) Rank 3
2,476.73 4.9 10.5 30.3 47.6 22.6 17.3 12.9
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 5.1 9.7 30.1 48.1 26.0 21.1 16.8
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 5.9 11.8 30.1 47.7 -- -- --
SBI Magnum Equity Fund (G) Rank 5
1,052.27 4.7 11.4 29.9 46.2 23.3 18.6 13.5
Edelweiss Equity Enhancer -B (G) Not Ranked
0.16 5.9 11.7 29.8 47.5 18.2 15.1 9.8
Edelweiss Equity Enhancer -A (G) Not Ranked
0.16 5.9 11.7 29.8 47.6 18.3 15.1 10.0
HDFC Index - Sensex Plus - Direct Not Ranked
11.36 2.4 7.8 29.8 43.5 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.33 5.0 12.3 29.7 47.4 -- -- --
HDFC Index - Sensex Plus Plan Not Ranked
77.11 2.3 7.7 29.6 43.1 21.7 18.3 13.0
Kotak 50 - Direct (G) Not Ranked
5.57 4.6 10.9 29.4 46.7 -- -- --
Union KBC Equity Fund - Direct (G) Not Ranked
3.30 4.2 7.6 29.4 48.6 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
3.60 5.0 11.4 29.4 46.6 -- -- --
Quantum Long-Term Equity (G) Rank 1
272.92 3.6 7.3 29.2 50.6 25.8 21.6 17.9
IDBI India Top 100 Equity Fund (G) Not Ranked
76.92 5.0 12.2 29.2 46.6 24.4 -- --
UTI Top 100 Fund (G) Rank 3
593.65 5.0 11.3 29.2 46.3 22.4 17.8 11.7
ICICI Pru Target Returns-Direct (G) Not Ranked
0.17 4.8 10.1 29.0 50.1 -- -- --
Kotak 50 (G) Rank 4
610.98 4.5 10.7 29.0 45.9 22.2 17.0 11.7
Union KBC Equity Fund (G) Rank 2
111.69 4.1 7.4 28.9 47.5 23.6 18.3 --
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 3.3 8.0 28.9 45.0 -- -- --
Taurus Bonanza Fund (G) Not Ranked
22.68 3.3 8.0 28.8 44.8 17.9 13.2 8.6
ICICI Pru Target Returns - RP (G) Not Ranked
62.29 4.7 9.9 28.6 49.2 24.6 20.0 13.8
ING Large Cap Equity Fund (G) Not Ranked
4.18 1.9 7.2 28.6 42.7 18.6 16.1 10.2
UTI Leadership Equity - Direct (G) Not Ranked
0.95 5.1 10.4 28.5 45.7 -- -- --
Sundaram Select Focus -Direct (G) Not Ranked
2.26 3.7 7.2 28.5 45.4 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
8.53 5.4 8.2 28.5 53.6 -- -- --
UTI Leadership Equity Fund (G) Rank 3
570.14 5.0 10.3 28.3 45.3 24.2 19.2 11.6
Sundaram Select Focus - IP (G) Not Ranked
12.14 3.7 7.1 28.2 45.0 21.4 15.9 --
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.38 3.2 9.0 28.0 41.8 -- -- --
Reliance Focused Large Cap - RP (G) Rank 3
1,028.19 5.4 8.1 28.0 52.5 26.1 21.2 8.4
Sundaram Select Focus - RP (G) Rank 4
434.58 3.7 7.0 27.9 44.4 20.9 15.2 8.5
ING Retireinvest-Sr I (G) Not Ranked
1.43 4.8 9.4 27.8 46.0 19.4 15.0 9.6
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.18 3.6 8.1 27.8 40.6 -- -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.79 5.6 14.8 27.8 46.3 -- -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
0.60 5.0 10.0 27.8 41.3 -- -- --
UTI India Lifestyle Fund(G) Rank 3
303.56 3.1 8.8 27.6 41.0 21.3 17.7 15.9
Sundaram Growth Fund -Direct (G) Not Ranked
1.51 3.6 7.9 27.5 44.9 -- -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.12 3.7 10.9 27.5 44.4 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
68.14 5.6 14.7 27.4 45.5 21.4 17.4 10.1
HSBC Equity Fund - Direct (G) Not Ranked
73.16 2.6 5.8 27.4 45.1 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
109.84 3.5 7.9 27.4 39.5 20.9 18.0 --
Axis Focused 25 Fund (G) Not Ranked
114.09 4.9 9.7 27.1 39.9 20.9 -- --
HSBC Equity Fund (G) Rank 3
465.18 2.5 5.7 27.0 44.1 19.6 15.4 10.0
Religare Invesco Bus-Leaders (G) Not Ranked
20.37 3.6 10.7 26.9 43.0 23.1 17.7 12.0
Franklin (I) Bluechip - Direct (G) Not Ranked
763.27 4.5 9.0 26.8 42.7 -- -- --
Sundaram Growth Fund - RP (G) Rank 4
173.77 3.6 7.7 26.8 44.0 18.5 14.1 8.9
Reliance Quant Plus - Direct (G) Not Ranked
1.89 1.8 6.9 26.7 41.8 -- -- --
Franklin India Bluechip (G) Rank 5
4,274.96 4.4 8.8 26.3 41.6 20.7 16.5 13.6
Motilal MOSt Shares M50 ETF Not Ranked
33.38 1.2 4.9 26.2 46.5 22.0 17.9 --
Tata Pure Equity Fund - Direct (G) Not Ranked
12.44 4.0 8.9 26.1 39.7 -- -- --
Tata Pure Equity Fund (G) Rank 4
648.70 3.9 8.8 25.7 38.8 21.1 18.1 13.3
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.07 2.3 8.2 25.3 38.7 -- -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.22 2.3 8.1 25.0 37.9 21.5 17.3 10.2
Peerless Equity Fund - Direct (G) Not Ranked
5.71 5.0 10.8 24.9 36.7 -- -- --
Reliance Quant Plus - RP (G) Not Ranked
37.46 1.7 6.7 24.9 39.3 18.9 16.7 11.4
IDFC Imperial Equity - Direct (G) Not Ranked
10.11 2.8 8.1 24.7 38.6 -- -- --
IDFC Imperial Equity - Plan B (G) Not Ranked
6.04 2.8 8.0 24.4 37.9 17.7 12.6 8.9
IDFC Imperial Equity - Regular (G) Rank 5
125.93 2.8 8.0 24.4 37.9 17.6 12.6 8.9
Peerless Equity Fund (G) Not Ranked
25.84 4.9 10.4 24.2 35.4 20.9 15.5 --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.03 2.0 4.3 23.5 39.2 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.73 2.0 4.2 23.3 38.7 17.5 13.7 8.2
IDFC Equity Fund - Direct (G) Not Ranked
1.16 2.3 7.2 23.1 37.1 -- -- --
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 2.2 7.0 22.8 36.4 20.1 17.1 10.7
IDFC Equity Fund - Regular Plan (G) Rank 4
293.58 2.2 7.0 22.8 36.3 20.1 17.1 10.7
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.58 4.2 9.6 21.9 33.8 -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
6.46 -- -- -- -- -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
6.18 4.1 9.3 21.3 32.4 16.6 -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
31.89 -- -- -- -- -- -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.12 1.5 5.7 20.6 33.4 -- -- --
HSBC Dynamic Fund (G) Not Ranked
69.95 1.5 5.5 20.2 32.5 13.6 11.6 7.9
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.55 4.4 5.9 20.1 32.7 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
43.18 4.3 5.7 19.7 32.0 17.6 12.5 --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Sundaram Equity Plus -Direct (G) Not Ranked
4.67 1.4 5.4 13.9 22.0 -- -- --
Sundaram Equity Plus (G) Not Ranked
75.31 1.3 5.2 13.2 21.0 9.3 8.0 --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 1.9 7.4 13.1 26.7 -- -- --
UTI Master Plus US - Direct (G) Not Ranked
0.44 -- -- -- -- -- -- --
ICICI Pru Top 200 Fund -Inst -I Not Ranked
2.28 -- -- -- -- -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
34.74 1.8 7.0 12.5 25.6 14.1 14.0 10.1
UTI Master Plus US (G) Rank 4
1,008.95 -- -- -- -- -- -- --
ING Large Cap Equity -Direct (G) Not Ranked
0.01 2.0 8.5 8.5 -61.8 -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 4.7 10.0 30.1 45.7 11.8 8.9 5.4

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