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 16, 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
ICICI Pru Top 100 Fund -Inst -I Not Ranked
8.26 3.9 8.6 15.8 28.8 18.9 11.7 19.9
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
8.55 3.9 8.6 15.6 27.8 -- -- --
ICICI Pru Top 100 Fund (G) Rank 1
397.03 3.9 8.4 15.2 27.0 17.1 10.2 18.2
Escorts Growth Plan - Direct (G) Not Ranked
N.A. 8.8 16.2 26.5 26.9 -- -- --
Escorts Growth Plan (G) Not Ranked
2.89 8.8 16.0 26.1 26.8 9.8 3.2 15.9
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.11 4.6 9.6 15.5 26.7 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
6.57 3.9 8.9 15.4 25.6 -- -- --
Birla Sun Life Top 100 (G) Rank 1
321.09 3.8 8.7 15.0 24.8 17.0 9.7 19.0
ICICI Pru Target Returns-Direct (G) Not Ranked
0.09 3.2 7.8 15.4 24.6 -- -- --
ICICI Pru Top 200 Fund -Inst -I Not Ranked
10.23 3.4 8.6 16.7 24.5 17.3 8.2 19.6
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
9.91 3.0 6.9 13.0 24.0 17.3 9.7 22.3
ICICI Pru Target Returns - RP (G) Not Ranked
72.93 3.2 7.6 15.1 23.9 14.7 7.5 --
Kotak Select Focus - Direct (G) Not Ranked
0.80 2.4 7.9 12.5 23.9 -- -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
123.74 3.1 6.9 13.0 23.8 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
4.37 2.3 6.3 16.3 23.7 -- -- --
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
3.64 3.4 8.6 16.5 23.6 -- -- --
Reliance Focused Large Cap - RP (G) Rank 3
961.26 2.3 6.1 16.0 23.0 16.3 7.6 11.4
Birla SL Frontline Eqty-Direct (G) Not Ranked
70.24 3.7 8.7 14.4 23.0 -- -- --
ICICI Pru Top 200 Fund (G) Rank 3
433.60 3.3 8.5 16.1 22.9 15.6 6.7 18.0
ICICI Pru Focused Bluechip Eqty (G) Rank 2
4,570.93 2.9 6.7 12.5 22.9 16.2 8.8 21.3
Principal Large Cap - Direct (G) Not Ranked
5.04 3.1 9.4 14.8 22.7 -- -- --
Motilal MOSt Shares M50 ETF Not Ranked
43.19 3.2 10.3 14.3 22.4 12.2 4.5 --
Quantum Long-Term Equity (G) Rank 2
201.33 3.9 11.7 16.9 22.4 15.7 9.7 23.7
Principal Large Cap Fund (G) Rank 3
292.27 3.1 9.2 14.4 22.0 14.1 6.3 18.6
Birla SL Frontline Equity (G) Rank 2
3,515.55 3.6 8.5 13.9 22.0 17.8 9.2 20.2
Escorts Leading Sectors -Direct (G) Not Ranked
0.09 6.5 10.2 17.3 22.0 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
18.75 3.8 8.5 13.5 21.7 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
12.16 7.0 14.7 -- -- -- -- --
Escorts Leading Sectors (G) Not Ranked
0.67 6.4 10.0 17.2 21.5 15.0 7.5 17.6
L&T Equity Fund (G) Rank 3
1,991.61 3.8 8.4 13.2 21.0 11.6 5.8 18.8
Sahara Growth Fund - Direct (G) Not Ranked
0.09 4.3 9.1 14.8 20.9 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
16.08 3.5 7.7 13.3 20.5 -- -- --
Sahara Growth Fund (G) Not Ranked
7.94 4.3 9.0 14.6 20.5 10.2 5.2 12.9
UTI Equity Fund (G) Rank 2
2,369.77 3.5 7.6 13.2 20.3 14.5 9.3 20.1
L&T India Large Cap - Direct (G) Not Ranked
2.28 3.0 6.7 10.6 20.1 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
0.64 2.9 6.4 7.6 20.1 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
1.21 2.6 7.2 11.8 19.8 -- -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
236.70 4.7 11.0 19.6 19.8 -- -- --
UTI Opportunities Fund - Direct (G) Not Ranked
118.53 2.9 7.4 10.9 19.5 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.03 2.3 5.7 9.4 19.4 -- -- --
L&T India Large Cap Fund (G) Rank 3
294.45 3.0 6.5 10.2 19.3 11.4 5.3 18.7
SBI Blue Chip Fund - Direct (G) Not Ranked
14.59 2.6 7.3 13.5 19.2 -- -- --
HDFC Top 200 Fund (G) Rank 4
10,309.58 4.7 10.9 19.3 19.2 12.2 6.1 19.5
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.53 1.5 5.1 10.1 19.1 -- -- --
Axis Equity Fund - Direct (G) Not Ranked
8.49 3.8 8.0 12.0 19.1 -- -- --
BNP Paribas Equity Fund (G) Rank 2
166.45 2.8 6.2 7.1 19.0 14.2 9.5 15.9
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.24 2.3 5.5 9.1 18.8 13.4 5.7 15.2
Reliance Top 200 - Direct (G) Not Ranked
8.78 2.7 9.6 18.1 18.8 -- -- --
ING Retireinvest-Sr I (G) Not Ranked
1.42 2.7 7.6 13.0 18.7 10.9 3.5 13.0
UTI Opportunities Fund (G) Rank 2
3,446.50 2.8 7.1 10.5 18.7 12.1 9.5 20.4
Tata Pure Equity Fund - Direct (G) Not Ranked
7.50 1.7 5.0 8.8 18.7 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.10 3.7 11.7 16.8 18.6 -- -- --
JPMorgan India Equity Fund (G) Rank 3
192.76 2.6 6.9 11.3 18.6 12.1 5.8 17.3
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.16 1.8 6.7 9.0 18.6 -- -- --
SBI Blue Chip Fund (G) Rank 2
719.92 2.6 7.2 13.2 18.5 18.0 9.5 17.3
IDBI India Top 100 Eqty -Direct (G) Not Ranked
1.59 2.0 6.2 10.6 18.5 -- -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
0.22 3.4 8.3 13.1 18.5 -- -- --
HSBC Equity Fund - Direct (G) Not Ranked
2.75 3.0 8.0 11.7 18.5 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
69.36 1.4 5.0 9.8 18.5 12.1 4.3 14.7
UTI Top 100 Fund - Direct (G) Not Ranked
2.42 2.6 7.2 11.2 18.5 -- -- --
UTI Leadership Equity - Direct (G) Not Ranked
0.62 2.3 7.8 11.1 18.3 -- -- --
UTI Master Plus US - Direct (G) Not Ranked
0.24 2.4 7.6 11.3 18.3 -- -- --
UTI Master Plus US (G) Rank 3
894.91 2.4 7.6 11.3 18.3 13.7 7.2 15.9
UTI Top 100 Fund (G) Rank 3
547.86 2.6 7.1 11.0 18.2 12.8 6.6 15.3
Sundaram Leadership - RP (G) Not Ranked
44.38 -- -- -- -- -- -- --
Union KBC Equity Fund - Direct (G) Not Ranked
13.42 3.3 7.7 14.4 18.1 -- -- --
Tata Pure Equity Fund (G) Rank 3
620.70 1.6 4.8 8.4 17.9 12.6 7.9 18.1
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.22 3.1 8.8 14.6 17.9 -- -- --
UTI Leadership Equity Fund (G) Rank 3
536.41 2.3 7.7 10.9 17.9 14.7 6.8 14.7
ING Core Equity Fund -Direct (G) Not Ranked
0.72 4.2 9.1 14.7 17.9 -- -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
57.66 1.9 6.1 10.3 17.9 -- -- --
Axis Equity Fund (G) Rank 2
594.36 3.6 7.6 11.5 17.8 18.3 9.8 --
DWS Alpha Equity Fund -RP (G) Not Ranked
57.78 1.7 6.5 8.6 17.8 13.8 5.0 13.2
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 1.8 6.5 8.7 17.8 13.8 5.0 12.6
JM Multi Strategy Fund (G) Rank 5
139.09 3.7 11.5 16.4 17.8 10.0 1.6 9.5
HSBC Equity Fund (G) Rank 4
456.07 3.0 7.8 11.3 17.7 10.7 4.0 12.3
LIC NOMURA Equity Fund (G) Rank 4
303.73 3.1 8.8 14.5 17.6 12.0 4.2 13.4
Can Robeco Equity Div. - Direct (G) Not Ranked
7.50 3.4 7.3 11.1 17.6 -- -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
IDFC Equity Fund - Direct (G) Not Ranked
0.70 1.9 5.8 10.1 17.5 -- -- --
Reliance Quant Plus - Direct (G) Not Ranked
1.76 2.2 5.8 11.3 17.5 -- -- --
Baroda Pioneer Growth (G) Rank 5
177.30 3.3 8.1 12.6 17.5 10.2 1.8 13.2
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.13 0.6 4.7 10.1 17.5 -- -- --
Union KBC Equity Fund (G) Not Ranked
107.84 3.3 7.5 14.0 17.4 12.7 -- --
Sundaram Select Focus -Direct (G) Not Ranked
1.54 2.2 6.3 10.6 17.4 -- -- --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.02 2.0 5.9 11.0 17.4 -- -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.03 2.6 5.3 11.3 17.3 -- -- --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.15 2.6 5.1 11.0 17.2 8.0 2.4 --
Sundaram Select Focus - IP (G) Not Ranked
18.32 2.0 6.1 10.4 17.1 10.0 4.0 14.6
Edelweiss Equity Enhancer -A (G) Not Ranked
0.14 2.6 5.2 11.1 17.1 8.1 2.4 --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.61 2.6 5.6 9.6 17.1 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.77 2.0 5.8 10.8 17.0 7.6 5.5 --
UTI Mastershare - Direct (G) Not Ranked
15.22 3.3 8.1 11.7 16.9 -- -- --
IDFC Equity Fund - Plan B (G) Not Ranked
0.05 1.9 5.7 9.9 16.9 12.8 6.2 --
IDFC Equity Fund - Plan A (G) Rank 3
289.45 1.9 5.7 9.9 16.9 12.8 6.1 15.2
Can Robeco Equity Divers (G) Rank 3
626.24 3.4 7.1 10.8 16.9 12.0 8.2 20.2
Reliance Quant Plus - RP (G) Not Ranked
41.65 2.1 5.6 10.9 16.8 11.0 4.6 15.7
Sundaram Select Focus - RP (G) Rank 4
446.12 1.9 6.0 10.3 16.8 9.5 3.4 12.9
ING Core Equity Fund (G) Not Ranked
59.28 4.1 8.8 14.2 16.7 11.2 5.3 16.3
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.59 2.2 3.4 8.1 16.6 -- -- --
Religare Invesco Bus-Leaders (G) Not Ranked
23.64 0.5 4.4 9.5 16.5 13.2 5.8 --
SBI Magnum Equity Fund - Direct (G) Not Ranked
13.91 2.8 6.9 11.4 16.5 -- -- --
UTI Mastershare (G) Rank 3
2,226.29 3.2 8.0 11.5 16.5 12.4 6.1 15.9
Pramerica Large Cap Equity (G) Not Ranked
32.43 2.4 5.4 9.3 16.4 11.2 2.6 --
HDFC Index - Sensex Plus - Direct Not Ranked
7.04 2.5 5.8 9.5 16.3 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
0.61 2.9 6.8 8.6 16.3 -- -- --
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.51 2.2 3.3 7.9 16.2 13.4 8.2 --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
19.51 2.1 3.3 7.8 16.2 13.4 8.7 --
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
1.70 2.2 3.3 7.9 16.2 13.4 8.8 --
HDFC Index - Sensex Plus Plan Not Ranked
70.95 2.4 5.7 9.3 16.0 12.3 6.0 17.0
SBI Magnum Equity Fund (G) Rank 3
1,038.92 2.7 6.8 11.1 15.8 12.2 7.5 18.4
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.01 3.1 6.0 9.5 15.8 -- -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.08 2.7 7.5 10.4 15.5 -- -- --
Canara Robeco Large Cap+ (G) Rank 1
103.01 2.9 6.7 8.3 15.4 11.8 8.1 --
Franklin (I) Bluechip - Direct (G) Not Ranked
799.09 1.7 5.7 11.0 15.3 -- -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.04 2.2 1.8 6.5 15.2 -- -- --
UTI India Lifestyle Fund(G) Rank 1
305.12 3.1 5.9 9.2 15.2 12.0 9.6 18.7
HSBC Dynamic Fund (G) Not Ranked
91.02 2.7 7.3 10.1 14.7 7.7 2.5 10.8
Sundaram Equity Plus -Direct (G) Not Ranked
5.35 1.8 4.9 5.7 14.7 -- -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.39 1.9 5.6 8.4 14.6 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.40 1.9 3.9 8.2 14.5 -- -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
33.91 3.7 8.0 12.7 14.4 -- -- --
UTI Contra Fund - Direct (G) Not Ranked
0.17 4.6 7.0 13.7 14.4 -- -- --
Franklin India Bluechip (G) Rank 3
4,158.46 1.7 5.5 10.6 14.4 10.6 5.8 17.8
IDFC Imperial Equity - Direct (G) Not Ranked
10.19 1.4 4.3 8.0 14.3 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
36.86 2.1 1.6 6.0 14.2 10.9 7.0 12.2
UTI Contra Fund (G) Rank 5
123.94 4.6 6.9 13.5 14.0 8.0 1.2 10.6
JM Core 11 Fund -Direct (G) Not Ranked
0.05 1.1 11.8 19.6 13.8 -- -- --
UTI Dividend Yield Fund (G) Rank 4
2,942.41 3.7 7.8 12.4 13.7 7.9 3.8 17.3
IDFC Imperial Equity - Plan B (G) Not Ranked
6.84 1.4 4.2 7.8 13.7 8.9 2.7 11.9
IDFC Imperial Equity - Plan A (G) Rank 4
138.95 1.4 4.3 7.8 13.7 8.8 2.7 11.9
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 3.3 7.6 12.8 13.7 -- -- --
Taurus Bonanza Fund (G) Not Ranked
20.33 3.3 7.6 12.8 13.6 8.0 1.9 12.8
DSP-BR Top 100 Equity - IP (G) Not Ranked
87.98 1.6 6.0 11.0 13.6 8.6 5.8 16.2
Peerless Equity Fund (G) Not Ranked
21.71 1.8 3.7 7.7 13.6 11.0 -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
44.88 1.6 6.0 11.0 13.6 -- -- --
Sundaram Equity Plus (G) Not Ranked
89.75 1.1 4.1 4.8 13.5 5.6 -- --
Indiabulls Blue Chip Fund (G) Not Ranked
5.09 1.9 5.3 7.9 13.5 10.4 -- --
ING Large Cap Equity Fund (G) Not Ranked
4.01 4.1 8.1 10.9 13.5 10.1 4.4 13.9
Kotak 50 - Direct (G) Not Ranked
3.43 2.1 6.6 11.7 13.5 -- -- --
DSP-BR Top 100 Equity - RP (G) Rank 4
2,790.15 1.5 5.9 10.7 13.0 8.0 5.3 15.6
JM Core 11 Fund (G) Not Ranked
31.41 1.1 11.6 19.1 12.9 8.7 1.1 8.7
Kotak 50 (G) Rank 4
681.08 2.1 6.5 11.4 12.9 12.3 5.8 15.1
Axis Focused 25 Fund - Direct (G) Not Ranked
0.38 2.1 4.7 6.9 12.2 -- -- --
HDFC Focused Large-Cap - Direct (G) Not Ranked
2.39 3.2 7.5 11.9 11.7 -- -- --
HDFC Focused Large-Cap (G) Rank 5
405.43 3.2 7.4 11.6 11.2 6.9 2.6 16.4
Axis Focused 25 Fund (G) Not Ranked
116.55 2.0 4.5 6.4 10.9 -- -- --
ING Large Cap Equity -Direct (G) Not Ranked
N.A. -- -67.1 -66.2 -65.3 -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
0.37 7.0 14.9 -- -- -- -- --
CATEGORY AVERAGE 2.9 6.6 11.1 17.1 6.2 2.9 6.3

Note : Returns have been calculated based on NAV's as on Apr 16, 2014 & Index values as on Apr 16, 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.