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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 02, 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
JM Core 11 Fund -Direct (G) Not Ranked
0.07 7.8 9.3 46.8 90.8 -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.02 5.2 15.3 52.4 89.8 -- -- --
JM Core 11 Fund (G) Not Ranked
36.48 7.7 9.1 46.2 89.2 31.7 18.2 3.1
Escorts Growth Plan (G) Not Ranked
3.72 5.2 15.2 52.0 88.8 34.5 19.5 12.4
JM Multi Strategy Fund -Direct (G) Not Ranked
0.13 7.8 12.1 47.5 79.1 -- -- --
JM Multi Strategy Fund (G) Rank 3
133.55 7.8 11.9 47.0 77.9 31.0 18.6 7.5
Franklin (I) Opport. - Direct (G) Not Ranked
2.31 9.5 15.7 45.6 76.8 -- -- --
Franklin India Oppor. (G) Rank 3
284.83 9.5 15.7 45.4 76.3 29.8 19.1 13.5
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 5.9 9.0 43.9 75.0 -- -- --
HDFC Top 200 Fund (G) Rank 3
11,265.42 5.9 8.8 43.5 74.1 30.4 19.9 16.1
Escorts Leading Sectors -Direct (G) Not Ranked
0.07 7.6 20.8 48.8 72.2 -- -- --
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.88 5.4 11.8 41.5 72.2 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
13.88 6.3 12.0 40.8 72.0 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.06 7.6 20.6 48.4 71.6 35.4 22.2 14.2
Birla SL Long Term Advan. (G) Rank 1
141.34 5.4 11.6 41.1 70.9 32.3 21.4 16.8
Birla SL Top 100 - Direct (G) Not Ranked
16.05 5.3 9.1 39.0 68.8 -- -- --
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
7.13 5.9 11.4 41.3 68.4 -- -- --
Kotak Select Focus - Direct (G) Not Ranked
3.91 8.3 13.2 40.5 67.7 -- -- --
Birla Sun Life Top 100 (G) Rank 1
474.81 5.2 8.8 38.4 67.5 31.9 22.8 17.0
SBI Blue Chip Fund - Direct (G) Not Ranked
27.04 6.9 15.0 36.2 67.3 -- -- --
ICICI Pru Top 200 Fund (G) Rank 2
520.75 5.9 11.2 40.8 67.3 30.7 21.7 15.8
SBI Blue Chip Fund (G) Rank 2
903.54 6.9 14.8 35.8 66.3 30.2 23.2 14.4
Sahara Growth Fund - Direct (G) Not Ranked
0.15 3.6 6.0 38.1 65.8 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
33.51 6.5 10.9 40.6 65.5 -- -- --
Sahara Growth Fund (G) Not Ranked
8.13 3.5 5.9 37.8 65.1 24.8 17.4 11.5
L&T Equity Fund (G) Rank 2
2,089.70 6.5 10.8 40.2 64.5 26.6 18.6 16.7
SBI Small & Midcap Fund (G) Not Ranked
48.74 7.0 27.4 58.0 -- -- -- --
ING Core Equity Fund -Direct (G) Not Ranked
0.92 4.0 8.5 38.4 64.2 -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
235.50 5.5 9.8 37.6 64.0 -- -- --
Principal Large Cap - Direct (G) Not Ranked
7.34 5.5 9.2 35.6 63.3 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
8.53 6.2 8.5 31.4 63.0 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
55.81 6.6 13.2 37.8 63.0 -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.86 5.8 10.5 36.3 62.7 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
0.17 7.1 11.8 37.0 62.7 -- -- --
UTI Equity Fund (G) Rank 2
2,848.13 6.6 13.1 37.6 62.6 28.7 21.3 17.3
Birla SL Frontline Equity (G) Rank 2
4,803.24 5.5 9.6 37.0 62.6 31.5 22.4 16.5
ING Core Equity Fund (G) Not Ranked
61.15 3.9 8.3 37.7 62.6 25.3 17.7 13.9
Principal Large Cap Fund (G) Rank 3
296.65 5.5 9.1 35.3 62.4 26.2 19.3 14.7
Baroda Pioneer Growth -Direct (G) Not Ranked
22.45 6.0 9.2 36.0 62.4 -- -- --
Reliance Focused Large Cap - RP (G) Rank 3
1,028.19 6.2 8.4 30.9 61.8 29.1 20.9 9.1
ICICI Pru Target Returns - RP (G) Not Ranked
62.29 7.1 11.6 36.6 61.7 28.8 21.0 15.3
Quantum Long-Term Equity (G) Rank 1
272.92 5.2 9.8 35.0 61.6 28.7 21.9 18.8
LIC NOMURA Equity Fund (G) Rank 4
300.06 5.8 10.5 35.6 61.5 25.3 17.4 11.0
Baroda Pioneer Growth (G) Rank 3
201.34 6.0 8.9 35.5 61.0 26.0 15.7 9.8
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 5.8 9.5 33.5 60.3 -- -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
28.19 4.9 9.4 36.7 60.2 -- -- --
Taurus Bonanza Fund (G) Not Ranked
22.68 5.7 9.5 33.4 60.1 22.5 13.4 9.5
JPMorgan India Equity - Direct (G) Not Ranked
2.09 6.4 9.3 36.2 60.1 -- -- --
Kotak 50 - Direct (G) Not Ranked
5.57 7.2 12.2 34.1 60.0 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.48 6.2 13.6 41.9 59.8 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 6.4 11.1 35.6 59.6 30.4 22.6 19.2
ICICI Pru Top 100 Fund -Inst -I Not Ranked
1.81 -- -- -- -- -- -- --
Motilal MOSt Shares M50 ETF Not Ranked
33.38 3.7 6.7 38.5 59.4 26.1 18.4 --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 6.4 11.1 35.6 59.4 -- -- --
Kotak 50 (G) Rank 4
610.98 7.1 12.0 33.6 59.1 24.6 17.3 13.2
ICICI Pru Top 100 Fund (G) Rank 2
639.55 4.9 9.2 36.2 59.0 29.8 23.8 16.6
Kotak Opportunities - Direct (G) Not Ranked
4.76 7.7 12.9 37.2 58.6 -- -- --
BNP Paribas Equity Fund (G) Rank 1
271.84 6.1 13.4 41.3 58.6 30.9 22.3 15.9
UTI Mastershare - Direct (G) Not Ranked
21.68 5.8 11.9 35.4 58.3 -- -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.39 6.6 12.0 35.3 58.3 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.33 7.4 13.4 34.0 58.3 -- -- --
UTI Opportunities Fund - Direct (G) Not Ranked
189.98 6.2 12.1 35.1 58.3 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
61.92 7.2 12.6 34.7 58.3 -- -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 6.3 10.9 35.0 58.2 29.1 21.6 18.3
JPMorgan India Equity Fund (G) Rank 3
203.37 6.3 9.0 35.0 57.9 25.6 17.2 14.8
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
Kotak Opportunities Fund (G) Rank 3
592.84 7.6 12.8 36.8 57.8 27.3 19.4 14.0
UTI Mastershare (G) Rank 3
2,476.73 5.7 11.8 35.1 57.7 25.3 17.2 14.1
UTI Dividend Yield Fund -Direct (G) Not Ranked
45.03 6.2 9.8 35.6 57.7 -- -- --
Union KBC Equity Fund - Direct (G) Not Ranked
3.30 3.3 7.4 31.6 57.5 -- -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
76.92 7.4 13.2 33.5 57.4 27.8 -- --
SBI Magnum Equity Fund (G) Rank 5
1,052.27 7.2 12.4 34.3 57.4 26.2 18.4 14.8
UTI Leadership Equity - Direct (G) Not Ranked
0.95 6.8 11.4 32.4 57.3 -- -- --
DWS Alpha Equity Fund -RP (G) Not Ranked
55.67 6.5 11.8 34.8 57.2 26.7 17.9 12.2
DWS Alpha Equity Fund -WP (G) Not Ranked
0.11 6.5 11.8 34.8 57.2 26.7 17.9 12.1
Sundaram Select Focus -Direct (G) Not Ranked
2.26 5.9 7.9 33.0 57.2 -- -- --
UTI Opportunities Fund (G) Rank 3
3,911.39 6.1 11.9 34.6 57.1 26.4 19.8 17.2
HSBC Equity Fund - Direct (G) Not Ranked
73.16 4.7 6.3 32.9 56.9 -- -- --
HDFC Index - Sensex Plus - Direct Not Ranked
11.36 5.5 9.9 35.5 56.9 -- -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Sundaram Select Focus - IP (G) Not Ranked
12.14 5.9 7.8 32.7 56.8 24.1 16.0 --
UTI Leadership Equity Fund (G) Rank 3
570.14 6.8 11.3 32.2 56.8 27.2 19.0 12.9
UTI Dividend Yield Fund (G) Rank 4
2,998.72 6.1 9.7 35.2 56.8 21.9 14.5 15.1
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.12 6.6 14.6 34.2 56.6 -- -- --
Union KBC Equity Fund (G) Rank 2
111.69 3.2 7.2 31.3 56.5 26.3 18.0 --
HDFC Index - Sensex Plus Plan Not Ranked
77.11 5.4 9.8 35.3 56.5 25.2 18.7 14.8
DSP-BR Top 100 Equity - Direct (G) Not Ranked
201.26 6.7 8.3 35.9 56.3 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
77.11 6.7 8.3 35.9 56.3 24.8 18.0 14.1
L&T India Large Cap - Direct (G) Not Ranked
13.73 5.8 9.7 35.4 56.2 -- -- --
Sundaram Select Focus - RP (G) Rank 4
434.58 5.9 7.7 32.4 56.2 23.6 15.4 10.1
Can Robeco Equity Div. - Direct (G) Not Ranked
8.42 6.1 9.1 36.6 56.2 -- -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
763.27 6.0 10.3 33.1 55.9 -- -- --
HSBC Equity Fund (G) Rank 3
465.18 4.7 6.1 32.4 55.8 23.4 15.9 11.1
UTI Top 100 Fund - Direct (G) Not Ranked
3.60 6.3 13.1 33.3 55.8 -- -- --
Reliance Quant Plus - Direct (G) Not Ranked
1.89 5.3 9.6 32.7 55.8 -- -- --
DSP-BR Top 100 Equity - RP (G) Rank 5
2,716.56 6.6 8.2 35.6 55.5 24.1 17.4 13.6
Can Robeco Equity Divers (G) Rank 3
656.74 6.1 8.9 36.3 55.5 26.0 19.0 16.3
UTI Top 100 Fund (G) Rank 3
593.65 6.3 13.0 33.1 55.5 24.7 18.0 13.2
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.79 6.9 15.4 27.9 55.4 -- -- --
L&T India Large Cap Fund (G) Rank 3
302.66 5.7 9.5 34.9 55.3 25.1 17.5 15.7
ING Large Cap Equity Fund (G) Not Ranked
4.18 4.9 9.1 35.5 55.3 23.0 16.5 12.1
Religare Invesco Bus-Leaders (G) Not Ranked
20.37 6.5 14.3 33.4 55.0 26.1 18.3 13.4
Axis Equity Fund - Direct (G) Not Ranked
15.23 5.5 8.3 34.3 54.9 -- -- --
Sundaram Growth Fund -Direct (G) Not Ranked
1.51 5.4 8.6 31.3 54.8 -- -- --
Franklin India Bluechip (G) Rank 5
4,274.96 5.9 10.1 32.6 54.7 23.5 16.9 14.6
LIC NOMURA Growth Fund (G) Not Ranked
68.14 6.8 15.3 27.5 54.5 24.3 17.2 11.2
ING Retireinvest-Sr I (G) Not Ranked
1.43 4.3 11.0 30.4 54.3 21.5 14.7 10.5
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 4.8 10.9 30.4 53.9 -- -- --
Sundaram Growth Fund - RP (G) Rank 4
173.77 5.4 8.4 30.6 53.8 21.8 14.5 10.2
Edelweiss Equity Enhancer -B (G) Not Ranked
0.16 4.7 10.7 30.1 53.8 18.1 14.7 11.0
Edelweiss Equity Enhancer -A (G) Not Ranked
0.16 4.7 10.7 30.2 53.7 18.2 14.7 11.2
Axis Equity Fund (G) Rank 2
796.79 5.4 8.0 33.5 53.3 29.8 21.2 --
Reliance Quant Plus - RP (G) Not Ranked
37.46 5.3 9.5 30.8 53.0 24.4 17.6 13.3
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.71 5.2 11.7 31.6 53.0 -- -- --
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.56 5.2 11.6 31.3 52.4 26.4 19.3 14.7
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.90 5.2 11.6 31.3 52.3 26.3 19.9 15.1
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
29.14 5.2 11.6 31.3 52.3 26.4 19.9 15.0
Sahara Super 20 Fund -Direct (G) Not Ranked
0.03 3.8 4.0 28.2 51.6 -- -- --
IDFC Equity Fund - Direct (G) Not Ranked
1.16 6.2 10.2 28.9 51.3 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.73 3.7 3.9 27.9 51.1 21.4 14.6 9.2
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.38 5.6 10.8 31.4 50.9 -- -- --
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 6.1 10.0 28.6 50.5 24.4 18.0 12.6
IDFC Equity Fund - Regular Plan (G) Rank 4
293.58 6.1 10.0 28.6 50.5 24.4 18.0 12.6
Tata Pure Equity Fund - Direct (G) Not Ranked
12.44 6.0 10.8 30.4 50.3 -- -- --
UTI India Lifestyle Fund(G) Rank 3
303.56 5.6 10.7 31.0 50.1 24.0 17.2 17.0
IDFC Imperial Equity - Direct (G) Not Ranked
10.11 6.4 9.4 28.5 49.9 -- -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
0.60 6.5 10.4 30.0 49.6 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.07 5.4 10.6 30.2 49.4 -- -- --
Tata Pure Equity Fund (G) Rank 4
648.70 5.9 10.6 30.0 49.3 23.2 18.5 14.5
IDFC Imperial Equity - Plan B (G) Not Ranked
6.04 6.3 9.3 28.2 49.2 21.3 13.3 10.3
IDFC Imperial Equity - Regular (G) Rank 5
125.93 6.3 9.3 28.2 49.2 21.3 13.3 10.3
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.18 6.2 8.7 33.3 49.0 -- -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.22 5.3 10.4 29.9 48.7 25.5 18.0 11.8
Axis Focused 25 Fund (G) Not Ranked
114.09 6.4 10.1 29.2 48.2 23.8 -- --
Canara Robeco Large Cap+ (G) Rank 2
109.84 6.2 8.5 33.0 47.9 24.0 18.2 --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.58 5.9 9.6 26.2 46.1 -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
6.18 5.7 9.3 25.6 44.7 20.6 -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.12 3.7 6.7 25.1 43.2 -- -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.55 5.4 6.1 22.8 42.6 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.71 5.7 10.4 26.3 42.2 -- -- --
HSBC Dynamic Fund (G) Not Ranked
69.95 3.6 6.6 24.7 42.2 17.1 12.3 9.2
Pramerica Large Cap Equity (G) Not Ranked
43.18 5.3 6.0 22.6 41.8 20.4 12.3 --
ICICI Pru Top 200 Fund -Inst -I Not Ranked
2.28 -- -- -- -- -- -- --
Peerless Equity Fund (G) Not Ranked
25.84 5.7 10.0 25.6 40.9 22.8 -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 2.7 10.7 10.3 33.0 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
34.74 2.6 10.4 9.7 31.8 16.2 14.2 11.6
Sundaram Equity Plus -Direct (G) Not Ranked
4.67 4.3 7.7 17.0 26.3 -- -- --
Sundaram Equity Plus (G) Not Ranked
75.31 4.3 7.8 16.2 25.2 12.4 8.0 --
ING Large Cap Equity -Direct (G) Not Ranked
0.01 4.9 8.9 -63.9 -58.5 -- -- --
UTI Master Plus US - Direct (G) Not Ranked
0.44 -- -- -- -- -- -- --
UTI Master Plus US (G) Rank 4
1,008.95 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
31.89 3.7 16.0 24.8 -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
6.46 3.8 16.1 25.1 -- -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
4.54 7.1 27.7 58.6 -- -- -- --
CATEGORY AVERAGE 5.6 10.3 32.2 53.1 12.7 8.5 5.7

Note : Returns have been calculated based on NAV's as on Sep 02, 2014 & Index values as on Sep 02, 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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