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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 Nov 21, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
SBI Small & Midcap Fund -Direct (G) Not Ranked
13.03 9.1 18.7 47.4 103.4 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
83.42 9.0 18.3 46.6 101.5 -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.14 5.0 7.8 25.9 78.0 -- -- --
Escorts Growth Plan (G) Not Ranked
5.78 5.0 7.7 25.6 77.1 29.7 26.5 12.3
Escorts Leading Sectors -Direct (G) Not Ranked
0.08 10.7 11.8 33.9 75.6 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.45 10.6 11.6 33.4 74.5 32.4 33.2 14.9
Reliance Top 200 - Direct (G) Not Ranked
17.92 7.7 13.2 27.6 68.7 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.16 8.1 11.3 26.0 67.8 -- -- --
JM Multi Strategy Fund (G) Rank 3
143.48 8.0 11.1 25.5 66.6 29.3 24.6 7.7
Franklin (I) Opport. - Direct (G) Not Ranked
3.06 7.6 14.2 31.5 66.0 -- -- --
Kotak Select Focus - Direct (G) Not Ranked
7.74 8.7 14.5 29.0 65.8 -- -- --
Franklin India Oppor. (G) Rank 2
315.07 7.6 14.1 31.3 65.5 31.0 25.2 13.0
JM Core 11 Fund -Direct (G) Not Ranked
0.08 7.7 9.5 20.9 64.1 -- -- --
JM Core 11 Fund (G) Not Ranked
39.58 7.6 9.3 20.5 62.8 28.0 25.8 4.9
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 7.0 8.5 18.5 60.3 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
73.74 7.6 11.0 24.1 59.5 -- -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 7.0 8.4 18.2 59.4 28.6 25.1 14.4
Birla SL Top 100 - Direct (G) Not Ranked
26.44 7.5 11.1 21.9 58.9 -- -- --
L&T Equity Fund (G) Rank 2
2,255.83 7.6 10.8 23.7 58.5 28.4 23.8 15.3
Kotak Opportunities - Direct (G) Not Ranked
5.89 8.2 13.3 27.5 58.1 -- -- --
Birla Sun Life Top 100 (G) Rank 1
691.15 7.4 10.8 21.4 57.6 31.8 28.5 16.2
UTI Equity Fund - Direct (G) Not Ranked
103.00 7.2 11.0 25.6 57.4 -- -- --
Kotak Opportunities Fund (G) Rank 2
638.18 8.1 13.2 27.1 57.2 28.6 25.0 13.7
SBI Blue Chip Fund - Direct (G) Not Ranked
37.82 6.9 10.8 26.7 57.1 -- -- --
UTI Equity Fund (G) Rank 1
3,275.59 7.2 10.9 25.4 56.9 29.4 26.5 16.1
SBI Blue Chip Fund (G) Rank 1
1,032.19 6.9 10.7 26.4 56.2 29.7 28.5 14.1
Birla SL Frontline Eqty-Direct (G) Not Ranked
349.18 8.0 10.7 22.6 55.8 -- -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
25.42 7.4 11.5 21.5 55.1 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
3.10 8.7 11.2 22.6 54.9 -- -- --
Birla SL Frontline Equity (G) Rank 2
6,054.47 7.9 10.5 22.1 54.5 30.5 27.8 15.4
Principal Large Cap - Direct (G) Not Ranked
8.46 6.8 8.9 19.9 54.5 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.99 5.4 9.4 25.8 53.8 -- -- --
Baroda Pioneer Growth (G) Rank 3
227.62 7.4 11.2 21.0 53.8 26.6 21.6 9.1
Principal Large Cap Fund (G) Rank 3
300.51 6.8 8.7 19.6 53.7 26.0 24.1 13.3
L&T India Large Cap - Direct (G) Not Ranked
16.04 6.7 10.1 22.0 53.1 -- -- --
JPMorgan India Equity Fund (G) Rank 3
212.82 8.5 10.9 21.9 52.7 26.5 22.7 13.8
Tata Equity Opp. Fund - Direct (G) Not Ranked
4.78 6.6 9.4 23.9 52.5 -- -- --
BNP Paribas Equity Fund (G) Rank 1
372.22 5.3 9.1 25.3 52.5 30.5 26.5 15.6
DWS Alpha Equity Fund -Direct (G) Not Ranked
2.14 7.2 10.5 23.8 52.4 -- -- --
L&T India Large Cap Fund (G) Rank 3
321.10 6.7 9.9 21.7 52.1 26.9 22.4 14.4
LIC NOMURA Equity Fund -Direct (G) Not Ranked
1.88 7.7 9.3 21.6 51.9 -- -- --
Tata Equity Opp. Fund (G) Rank 2
494.89 6.5 9.3 23.5 51.5 27.7 25.6 13.1
UTI Top 100 Fund - Direct (G) Not Ranked
4.64 7.7 10.0 24.8 51.4 -- -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.79 6.1 9.8 19.5 51.4 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
72.64 8.4 9.8 23.8 51.4 -- -- --
BOI AXA Equity Fund - Direct (G) Not Ranked
0.93 6.6 8.9 23.3 51.3 -- -- --
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 7.2 10.3 23.3 51.3 28.3 22.8 11.2
DWS Alpha Equity Fund -RP (G) Not Ranked
63.12 7.1 10.3 23.3 51.3 28.3 22.9 11.3
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 6.2 9.9 21.9 51.2 29.5 25.8 17.7
UTI Opportunities Fund - Direct (G) Not Ranked
273.51 5.8 9.4 23.6 51.2 -- -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
1.40 4.5 8.8 21.9 51.1 -- -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 6.2 9.9 21.9 51.1 -- -- --
UTI Mastershare - Direct (G) Not Ranked
27.88 7.2 9.9 23.8 51.0 -- -- --
UTI Top 100 Fund (G) Rank 3
649.44 7.7 10.0 24.7 51.0 24.6 22.4 12.2
BOI AXA Equity Fund-Eco (G) Not Ranked
5.39 6.5 8.8 23.1 50.8 26.6 23.2 10.1
Axis Equity Fund - Direct (G) Not Ranked
26.59 7.7 11.2 20.0 50.8 -- -- --
Kotak 50 - Direct (G) Not Ranked
6.72 7.8 10.8 24.2 50.7 -- -- --
LIC NOMURA Equity Fund (G) Rank 4
304.48 7.6 9.1 21.3 50.6 25.2 22.7 10.8
SBI Magnum Equity Fund (G) Rank 4
1,120.17 8.3 9.7 23.5 50.6 25.4 23.5 14.2
UTI Dividend Yield Fund (G) Rank 5
3,126.94 6.1 9.6 19.1 50.5 22.1 18.9 13.1
UTI Mastershare (G) Rank 3
2,750.95 7.2 9.7 23.6 50.4 25.7 22.1 13.1
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.17 6.8 10.8 26.3 50.3 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.85 8.1 10.4 25.4 50.2 -- -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
ICICI Pru Target Returns - RP (G) Not Ranked
61.35 4.4 8.6 21.5 50.1 28.3 24.7 13.8
UTI Opportunities Fund (G) Rank 2
4,428.25 5.7 9.2 23.2 50.1 25.3 23.7 15.6
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 6.1 9.7 21.4 49.9 28.3 24.7 16.7
Can Robeco Equity Div. - Direct (G) Not Ranked
12.79 6.6 8.4 18.9 49.8 -- -- --
BOI AXA Equity Fund -RP (G) Rank 2
196.16 6.5 8.7 22.7 49.8 25.7 22.5 9.7
Kotak 50 (G) Rank 4
657.37 7.7 10.6 23.8 49.8 25.7 22.0 12.0
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
47.74 5.4 8.3 20.0 49.5 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
0.01 7.5 9.0 19.9 49.5 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
10.47 6.5 7.8 18.2 49.3 -- -- --
Taurus Bonanza Fund (G) Not Ranked
24.82 7.4 9.0 19.8 49.3 21.0 18.0 9.6
IDBI India Top 100 Equity Fund (G) Not Ranked
95.32 8.1 10.2 25.2 49.3 26.6 -- --
Can Robeco Equity Divers (G) Rank 3
722.14 6.5 8.2 18.6 49.1 24.5 23.1 15.5
Axis Equity Fund (G) Rank 3
1,025.15 7.5 10.8 19.3 49.1 30.3 27.2 --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
1.07 8.6 10.8 27.4 48.8 -- -- --
UTI Leadership Equity - Direct (G) Not Ranked
1.94 6.6 8.6 21.4 48.7 -- -- --
Religare Invesco Bus-Leaders (G) Not Ranked
21.82 6.7 10.4 25.6 48.5 26.0 22.8 12.6
DSP-BR Top 100 Equity - Direct (G) Not Ranked
348.65 6.3 6.9 17.6 48.5 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
79.55 6.3 6.9 17.6 48.5 23.3 21.7 12.6
ICICI Pru Top 100 Fund (G) Rank 3
1,012.25 5.3 8.1 19.6 48.4 29.1 26.1 15.2
Reliance Focused Large Cap - RP (G) Rank 4
1,087.77 6.4 7.7 17.9 48.2 25.6 26.2 8.7
UTI Leadership Equity Fund (G) Rank 3
1,582.49 6.6 8.5 21.2 48.2 25.9 23.6 11.8
Union KBC Equity Fund - Direct (G) Not Ranked
4.30 6.5 8.1 18.0 48.1 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
73.45 8.5 10.6 26.9 47.8 24.7 22.7 11.1
DSP-BR Top 100 Equity - RP (G) Rank 5
2,874.31 6.3 6.7 17.3 47.7 22.7 21.1 12.0
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 6.3 10.9 21.6 47.6 -- -- --
HDFC Index - Sensex Plus - Direct Not Ranked
22.47 5.9 7.0 18.4 47.4 -- -- --
Union KBC Equity Fund (G) Rank 3
117.29 6.4 7.9 17.5 47.1 25.3 22.5 --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.82 6.9 10.2 22.1 47.1 -- -- --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.18 6.3 10.8 21.4 47.0 23.2 19.7 10.4
Edelweiss Equity Enhancer -A (G) Not Ranked
0.20 6.3 10.8 21.3 47.0 23.3 19.7 10.6
HDFC Index - Sensex Plus Plan Rank 3
88.95 5.9 6.9 18.2 46.9 24.6 22.2 12.8
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.61 6.9 10.1 21.9 46.6 26.8 24.6 13.9
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.98 6.9 10.1 21.9 46.6 26.8 24.6 14.2
HSBC Equity Fund - Direct (G) Not Ranked
146.57 7.2 5.6 14.6 46.5 -- -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
40.81 6.9 10.1 21.8 46.5 26.8 24.6 14.1
Sahara Growth Fund - Direct (G) Not Ranked
0.67 4.6 3.7 11.1 46.5 -- -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
728.14 6.2 10.0 21.2 46.1 -- -- --
HSBC Equity Fund (G) Rank 5
473.49 7.1 5.4 14.2 45.5 22.6 19.4 10.2
Sahara Growth Fund (G) Not Ranked
6.93 4.5 3.3 10.6 45.5 20.7 20.2 9.6
Reliance Quant Plus - Direct (G) Not Ranked
2.46 6.5 6.4 17.2 45.4 -- -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
0.88 9.0 11.6 24.8 45.2 -- -- --
Franklin India Bluechip (G) Rank 5
4,591.15 6.1 9.8 20.7 44.9 23.6 20.7 13.8
Sundaram Select Focus -Direct (G) Not Ranked
2.85 6.5 6.7 16.8 44.5 -- -- --
Sundaram Growth Fund -Direct (G) Not Ranked
1.73 7.0 7.7 18.2 44.4 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.37 6.0 7.9 17.8 44.2 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
0.17 6.5 6.7 16.6 44.0 23.0 19.3 9.4
Axis Focused 25 Fund (G) Not Ranked
129.54 8.8 11.2 24.0 43.5 25.0 -- --
Sundaram Growth Fund - RP (G) Rank 4
178.14 7.0 7.6 17.8 43.4 20.2 18.7 9.1
Sundaram Select Focus - RP (G) Rank 4
443.36 6.5 6.6 16.3 43.4 22.6 18.7 8.8
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.95 7.0 7.8 20.0 43.2 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
120.56 5.9 7.6 17.4 43.1 23.3 21.8 --
Tata Pure Equity Fund - Direct (G) Not Ranked
17.46 5.9 7.5 18.7 42.8 -- -- --
Reliance Quant Plus - RP (G) Not Ranked
38.03 6.4 6.2 16.8 42.8 22.8 21.0 12.0
UTI India Lifestyle Fund(G) Rank 3
317.52 6.9 7.6 19.6 42.3 22.6 21.5 15.0
IDFC Imperial Equity - Direct (G) Not Ranked
12.56 6.7 8.3 17.6 42.0 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.10 5.9 7.1 18.0 41.9 -- -- --
Tata Pure Equity Fund (G) Rank 3
703.16 5.9 7.3 18.4 41.9 23.0 22.0 12.5
IDFC Imperial Equity - Plan B (G) Not Ranked
4.86 6.6 8.1 17.2 41.3 20.7 17.5 9.5
IDFC Imperial Equity - Regular (G) Rank 4
126.41 6.6 8.1 17.2 41.3 20.7 17.5 9.5
IDFC Equity Fund - Direct (G) Not Ranked
1.52 6.1 7.2 17.5 41.3 -- -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.56 5.9 7.0 17.7 41.2 24.2 21.5 10.8
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 6.0 7.1 17.2 40.6 22.8 21.4 11.5
IDFC Equity Fund - Regular Plan (G) Rank 3
307.03 6.0 7.1 17.2 40.6 22.8 21.4 11.3
Motilal MOSt Shares M50 ETF Not Ranked
33.10 5.8 1.3 10.0 39.9 21.7 21.5 --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.05 5.2 5.0 11.0 39.0 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.72 5.2 4.9 10.8 38.4 19.0 16.6 8.8
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.74 7.3 9.6 16.1 37.8 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
50.75 7.2 9.5 15.8 37.0 19.9 17.4 --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.13 4.2 4.6 12.2 36.1 -- -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
1.11 6.4 6.9 16.1 36.0 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.63 5.5 5.6 16.4 35.5 -- -- --
HSBC Dynamic Fund (G) Not Ranked
68.40 4.1 4.4 11.8 35.2 15.6 14.9 7.8
Indiabulls Blue Chip Fund (G) Not Ranked
7.24 6.3 6.6 15.5 34.6 18.5 -- --
Peerless Equity Fund (G) Not Ranked
29.46 5.4 5.3 15.6 34.0 19.1 18.4 --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 6.7 2.7 15.8 24.3 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
33.83 6.6 2.3 15.1 23.0 13.8 15.1 8.2
Sundaram Equity Plus -Direct (G) Not Ranked
4.54 2.9 2.8 10.6 21.2 -- -- --
Sundaram Equity Plus (G) Not Ranked
67.52 2.8 2.7 10.6 20.1 10.8 9.5 --
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 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
CATEGORY AVERAGE 6.6 8.8 20.7 49.0 12.8 11.1 5.4

Note : Returns have been calculated based on NAV's as on Nov 21, 2014 & Index values as on Nov 21, 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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