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 Mar 30, 2015
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 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Leading Sectors -Direct (G) Not Ranked
0.05 -- 7.1 18.9 65.0 39.9 -- --
Escorts Leading Sectors (G) Not Ranked
1.51 -- 7.1 18.7 64.2 39.3 28.9 16.1
Franklin (I) Opport. - Direct (G) Not Ranked
4.65 -3.8 7.7 20.1 57.8 38.3 -- --
Franklin India Oppor. (G) Rank 1
324.64 -3.9 7.6 19.8 57.2 37.7 24.9 14.4
Escorts Growth Plan - Direct (G) Not Ranked
0.23 -3.4 3.6 11.8 56.6 38.4 -- --
Escorts Growth Plan (G) Not Ranked
6.55 -3.4 3.6 11.8 56.1 38.2 23.4 11.7
Kotak Select Focus Fund - Direct (G) Not Ranked
16.73 -5.2 2.8 15.5 52.4 37.5 -- --
Reliance Top 200 - Direct (G) Not Ranked
21.81 -4.5 4.7 16.1 50.4 34.7 -- --
Tata Equity Opp. Fund - Direct (G) Not Ranked
6.48 -3.8 6.9 17.2 50.3 34.7 -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.18 -5.3 3.6 12.7 49.5 35.0 -- --
Tata Equity Opp. Fund (G) Rank 1
535.72 -3.9 6.5 16.5 49.0 33.7 24.1 13.8
SBI Blue Chip Fund - Direct (G) Not Ranked
89.76 -2.9 7.6 15.5 48.8 33.1 -- --
JM Multi Strategy Fund (G) Rank 3
147.99 -5.3 3.4 12.3 48.5 34.1 21.6 8.7
SBI Blue Chip Fund (G) Rank 1
1,176.18 -2.9 7.4 15.1 47.9 32.4 26.7 14.9
JPMorgan India Equity - Direct (G) Not Ranked
3.56 -4.4 7.0 16.5 46.7 32.8 -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
3.59 -3.7 8.8 17.1 46.0 33.3 -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.30 -3.4 8.7 15.1 45.3 31.1 -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
112.03 -3.8 8.7 16.8 45.1 32.5 -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
1.05 -3.0 6.0 13.1 44.6 30.0 -- --
JPMorgan India Equity Fund (G) Rank 3
221.28 -4.5 6.7 15.8 44.4 31.2 22.1 14.3
L&T India Large Cap - Direct (G) Not Ranked
18.05 -4.8 5.3 14.3 44.2 31.8 -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
48.34 -3.1 5.9 12.8 44.0 29.4 22.5 14.8
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
1.00 -3.0 5.9 12.8 44.0 29.5 22.5 14.9
Axis Focused 25 Fund - Direct (G) Not Ranked
1.13 -4.3 6.6 17.0 44.0 27.4 -- --
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.65 -3.0 5.9 12.8 43.9 29.4 22.5 14.5
UTI Equity Fund - Direct (G) Not Ranked
158.05 -3.9 3.8 12.0 43.4 32.0 -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
14.91 -4.6 4.0 13.9 43.4 30.4 -- --
L&T India Large Cap Fund (G) Rank 2
333.05 -4.8 5.2 14.0 43.3 31.0 21.1 14.4
Kotak 50 - Direct Plan (G) Not Ranked
7.73 -5.4 6.0 15.2 43.1 28.0 -- --
Religare Invesco Bus-Leaders (G) Not Ranked
23.90 -3.6 8.2 14.0 43.1 29.5 22.2 13.0
UTI Equity Fund (G) Rank 2
3,622.40 -4.0 3.7 11.8 42.9 31.7 23.2 16.3
UTI Top 100 Fund - Direct (G) Not Ranked
5.52 -4.0 6.7 14.5 42.7 30.7 -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
6.18 -4.8 5.3 12.3 42.6 30.6 -- --
UTI Mastershare - Direct (G) Not Ranked
39.13 -4.7 6.3 15.0 42.5 29.9 -- --
Baroda Pioneer Growth (G) Rank 2
244.19 -4.6 3.8 13.5 42.3 29.4 19.8 9.8
UTI Top 100 Fund (G) Rank 2
679.16 -4.1 6.6 14.3 42.3 30.3 20.8 13.5
LIC NOMURA Growth Fund -Direct (G) Not Ranked
1.43 -4.2 5.9 14.2 42.1 30.2 -- --
Axis Focused 25 Fund (G) Not Ranked
179.15 -4.4 6.3 16.2 42.1 26.0 -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
446.03 -4.9 4.3 13.2 42.0 32.2 -- --
Birla SL Top 100 - Direct (G) Not Ranked
41.52 -5.1 2.1 12.0 42.0 33.7 -- --
Kotak 50 - Regular Plan (G) Rank 4
691.81 -5.5 5.8 14.7 42.0 27.2 21.2 12.8
JM Core 11 Fund -Direct (G) Not Ranked
0.14 -5.7 1.8 12.4 41.9 31.3 -- --
UTI Mastershare (G) Rank 3
2,894.95 -4.7 6.2 14.7 41.9 29.4 21.3 13.6
DWS Alpha Equity Fund -WP (G) Not Ranked
0.13 -4.9 5.0 11.8 41.5 29.7 22.1 11.5
DWS Alpha Equity Fund -RP (G) Not Ranked
75.30 -4.9 5.0 11.8 41.4 29.7 22.1 11.5
LIC NOMURA Growth Fund (G) Not Ranked
77.60 -4.3 5.7 13.7 41.0 29.4 20.9 11.7
JM Core 11 Fund (G) Not Ranked
41.04 -5.8 1.6 11.9 40.9 30.3 18.8 5.5
Birla Sun Life Top 100 (G) Rank 1
947.67 -5.2 1.9 11.5 40.8 32.7 24.6 16.0
Birla SL Frontline Equity (G) Rank 2
6,931.53 -4.9 4.1 12.7 40.7 31.0 25.1 15.1
Taurus Bonanza Fund -Direct (G) Not Ranked
0.01 -4.9 6.5 14.1 40.3 25.5 -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
Taurus Bonanza Fund (G) Not Ranked
25.95 -4.9 6.5 14.0 40.2 25.3 17.5 10.2
SBI Magnum Equity Fund - Direct (G) Not Ranked
83.05 -4.5 4.4 13.6 40.1 28.0 -- --
SBI Magnum Equity Fund (G) Rank 3
1,167.87 -4.6 4.3 13.3 39.4 27.3 20.3 13.6
BOI AXA Equity Fund - Direct (G) Not Ranked
1.67 -4.4 3.6 9.6 38.9 29.6 -- --
BOI AXA Equity Fund-Eco (G) Not Ranked
5.42 -4.5 3.4 9.2 38.2 29.2 20.6 10.6
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.03 -3.8 2.3 10.6 38.2 27.0 -- --
Edelweiss Equity Enhancer -A (G) Not Ranked
0.25 -3.9 2.2 10.4 37.7 26.6 16.8 10.4
Edelweiss Equity Enhancer -B (G) Not Ranked
0.20 -3.9 2.2 10.4 37.6 26.6 16.7 10.2
UTI Opportunities Fund - Direct (G) Not Ranked
315.44 -5.5 2.8 8.7 37.5 28.8 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 -5.0 3.2 10.5 37.5 30.3 22.8 16.7
BOI AXA Equity Fund -RP (G) Rank 3
897.59 -4.5 3.3 8.9 37.4 28.4 19.9 10.1
Reliance Focused Large Cap-Dir (G) Not Ranked
12.13 -4.2 6.6 15.3 37.4 31.9 -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
544.55 -4.9 3.2 10.5 37.4 30.1 -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
417.19 -6.3 3.3 10.7 37.2 26.0 -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
81.80 -6.3 3.3 10.7 37.2 26.0 17.9 12.5
Franklin (I) Bluechip - Direct (G) Not Ranked
801.66 -3.6 5.3 13.4 37.2 26.2 -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
33.97 -4.8 5.0 11.5 37.0 27.6 -- --
Reliance Focused Large Cap - RP (G) Rank 4
1,107.00 -4.3 6.5 14.9 36.5 31.0 23.4 10.1
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.52 -4.8 5.4 11.9 36.5 26.2 -- --
DSP-BR Top 100 Equity - RP (G) Rank 5
2,931.06 -6.4 3.2 10.4 36.5 25.3 17.3 12.0
UTI Opportunities Fund (G) Rank 3
4,787.61 -5.5 2.6 8.3 36.4 27.8 19.6 15.6
LIC NOMURA Equity Fund -Direct (G) Not Ranked
2.45 -6.6 0.8 9.5 36.4 26.6 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,469.08 -5.0 3.0 10.0 36.3 29.1 21.7 15.7
Franklin India Bluechip (G) Rank 4
4,951.09 -3.6 5.0 12.9 36.1 25.2 18.4 12.8
Tata Pure Equity Fund (G) Rank 3
738.17 -4.9 4.5 10.9 35.7 26.6 20.0 12.6
HDFC Top 200 Fund - Direct (G) Not Ranked
635.77 -5.8 -0.6 6.5 35.7 27.9 -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Principal Large Cap - Direct (G) Not Ranked
9.14 -5.3 3.4 10.4 35.6 29.4 -- --
Canara Robeco Large Cap+ (G) Rank 2
123.15 -4.8 5.2 11.4 35.4 25.3 19.1 --
UTI Leadership Equity - Direct (G) Not Ranked
2.92 -5.3 4.5 10.5 35.2 27.3 -- --
LIC NOMURA Equity Fund (G) Rank 3
310.52 -6.6 0.7 9.1 35.1 25.8 19.1 10.6
HDFC Top 200 Fund (G) Rank 3
12,907.28 -5.9 -0.8 6.2 34.9 27.2 19.1 13.2
UTI Leadership Equity Fund (G) Rank 4
1,753.72 -5.3 4.5 10.4 34.8 26.9 21.1 11.8
Principal Large Cap Fund (G) Rank 3
306.03 -5.4 3.2 10.1 34.8 28.6 20.7 12.5
ICICI Pru Target Returns-Direct (G) Not Ranked
6.42 -5.5 2.2 8.2 34.6 28.9 -- --
ICICI Pru Target Returns - RP (G) Rank 2
104.60 -5.6 2.0 7.7 33.6 28.1 19.8 13.0
UTI Dividend Yield Fund -Direct (G) Not Ranked
54.84 -5.8 -0.2 7.3 33.2 23.4 -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
2.26 -4.5 4.0 9.2 33.1 24.3 -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
61.89 -5.5 2.2 6.7 32.7 28.8 -- --
UTI Dividend Yield Fund (G) Rank 4
3,220.98 -5.9 -0.3 7.0 32.4 22.7 15.2 11.5
IDFC Imperial Equity - Direct (G) Not Ranked
12.70 -4.8 3.8 9.3 32.3 23.1 -- --
UTI India Lifestyle Fund(G) Rank 3
317.13 -4.5 3.8 8.8 32.3 23.5 19.1 15.1
Peerless Equity Fund - Direct (G) Not Ranked
7.36 -2.4 4.5 11.6 31.7 23.0 -- --
ICICI Pru Top 100 Fund (G) Rank 3
1,310.15 -5.5 1.9 6.3 31.6 27.9 20.4 14.0
IDFC Imperial Equity - Plan B (G) Not Ranked
4.95 -4.9 3.7 9.0 31.6 22.3 15.3 8.9
IDFC Imperial Equity - Regular (G) Rank 3
126.70 -4.9 3.6 9.0 31.5 22.3 15.2 8.9
Reliance Quant Plus - Direct (G) Not Ranked
2.61 -5.5 3.9 7.6 31.4 24.5 -- --
HDFC Index - Sensex Plus - Direct Not Ranked
23.06 -5.3 1.4 5.8 31.0 23.3 -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.14 -4.0 4.8 8.3 30.9 25.1 -- --
HDFC Index - Sensex Plus Plan Rank 4
95.38 -5.3 1.3 5.6 30.6 22.9 18.0 12.1
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.59 -4.0 4.7 8.0 30.2 24.4 18.7 10.9
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
1.45 -5.4 5.1 12.4 30.1 22.2 -- --
Peerless Equity Fund (G) Not Ranked
35.16 -2.5 4.0 10.6 29.7 21.6 16.8 --
HSBC Equity Fund - Direct (G) Not Ranked
166.11 -6.3 2.1 9.1 29.3 23.3 -- --
Reliance Quant Plus - RP (G) Not Ranked
37.29 -5.6 3.7 7.2 29.0 22.9 16.6 11.7
Indiabulls Blue Chip Fund (G) Not Ranked
11.16 -5.5 4.8 11.7 28.7 20.9 16.2 --
Sundaram Select Focus -Direct (G) Not Ranked
3.31 -7.4 1.2 5.0 28.5 23.0 -- --
HSBC Equity Fund (G) Rank 5
473.66 -6.4 1.9 8.7 28.4 22.5 16.2 9.6
Sundaram Select Focus - IP (G) Not Ranked
0.01 -7.4 1.2 5.0 28.3 22.8 17.0 8.9
Sundaram Growth Fund -Direct (G) Not Ranked
4.12 -5.7 1.8 6.0 28.0 22.7 -- --
IDFC Equity Fund - Direct (G) Not Ranked
1.81 -4.9 3.7 7.8 27.8 23.3 -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.87 -4.9 4.0 10.7 27.6 22.8 -- --
Sundaram Select Focus - RP (G) Rank 5
436.50 -7.5 1.0 4.7 27.6 22.3 16.5 8.2
IDFC Equity Fund - Plan B (G) Not Ranked
0.03 -4.9 3.6 7.6 27.2 22.6 17.5 10.9
IDFC Equity Fund - Regular Plan (G) Rank 4
309.66 -4.9 3.6 7.5 27.2 22.6 17.5 10.9
Sundaram Growth Fund - RP (G) Rank 5
375.88 -5.8 1.5 5.6 27.0 21.9 15.5 8.7
Pramerica Large Cap Equity (G) Not Ranked
53.32 -5.0 3.8 10.3 26.9 22.1 15.8 --
Sahara Growth Fund - Direct (G) Not Ranked
0.68 -5.8 -1.3 3.2 26.4 23.7 -- --
Sahara Growth Fund (G) Not Ranked
6.56 -5.9 -1.6 2.5 25.1 22.9 15.1 8.9
HSBC Dynamic Fund - Direct (G) Not Ranked
0.14 -4.1 3.4 7.0 24.4 19.1 -- --
HSBC Dynamic Fund (G) Not Ranked
67.36 -4.2 3.2 6.6 23.6 18.3 12.7 7.5
Motilal MOSt Shares M50 ETF Not Ranked
30.01 -5.6 2.3 4.2 21.8 23.7 15.9 --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.05 -6.1 -0.5 3.6 21.5 20.1 -- --
Sahara Super 20 Fund (G) Not Ranked
0.69 -6.1 -0.6 3.5 21.0 19.6 12.3 8.3
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 -5.0 2.5 14.6 19.6 16.8 -- --
Religare Invesco AGILE Fund (G) Not Ranked
30.43 -5.1 2.0 13.5 17.9 15.5 13.4 9.1
Sundaram Equity Plus -Direct (G) Not Ranked
4.29 -4.9 0.8 2.5 14.4 12.7 -- --
Sundaram Equity Plus (G) Not Ranked
62.21 -5.0 0.6 2.2 14.0 11.9 8.5 --
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 -- -- -- -- -- -- --
JPMorgan India Top 100 Fund -DP (G) Not Ranked
2.46 -5.1 6.4 15.2 -- -- -- --
Union KBC Trigger Fund - Sr2-RP (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 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE -4.5 3.6 10.2 35.2 25.9 17.1 9.6

Note : Returns have been calculated based on NAV's as on Mar 30, 2015 & Index values as on Mar 30, 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.

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.