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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 Jun 30, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Leading Sectors -Direct (G) Not Ranked
0.04 0.8 -1.0 10.3 38.7 39.6 -- --
Escorts Leading Sectors (G) Not Ranked
1.56 0.8 -1.0 10.3 38.3 39.1 31.3 15.1
Franklin (I) Opport. - Direct (G) Not Ranked
7.70 -1.1 -2.3 6.7 31.4 35.5 -- --
Franklin India Oppor. (G) Rank 1
356.73 -1.2 -2.4 6.4 30.7 34.9 25.6 14.2
Kotak Select Focus Fund - Direct (G) Not Ranked
113.97 -0.2 -0.6 3.5 26.9 35.0 -- --
Kotak Opportunities - Direct (G) Not Ranked
8.76 0.2 -0.8 5.7 26.7 31.7 -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
118.90 1.0 -0.7 8.3 26.2 32.7 -- --
Kotak Opportunities Fund - Regular (G) Rank 2
656.36 0.1 -1.2 5.1 25.6 30.8 23.9 13.3
SBI Blue Chip Fund (G) Rank 1
1,404.09 1.0 -0.9 7.8 25.3 31.8 26.6 14.9
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.58 -0.4 -2.2 7.7 25.1 27.4 -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
1.43 0.9 -0.1 8.1 24.6 25.8 -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
5.63 -0.3 -2.1 4.9 24.0 28.6 -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
4.74 -0.8 -2.7 7.3 23.9 27.6 -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
1.43 -1.6 -0.3 7.0 23.7 26.8 -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
133.65 -0.8 -2.8 7.0 23.3 26.9 23.2 --
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.71 -1.7 -0.4 6.7 23.0 26.2 22.8 14.4
Religare Invesco Bus-Leaders (G) Not Ranked
26.87 -0.5 -2.6 6.6 23.0 25.7 22.0 12.3
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
1.08 -1.6 -0.4 6.7 23.0 26.2 22.8 14.7
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
62.45 -1.7 -0.5 6.6 23.0 26.2 22.8 14.7
Axis Focused 25 Fund (G) Not Ranked
248.39 0.7 -0.5 7.3 22.9 24.3 21.2 --
LIC NOMURA Growth Fund (G) Not Ranked
82.91 -0.4 -2.3 4.5 22.9 27.8 20.5 11.3
Tata Equity Opp. Fund - Direct (G) Not Ranked
10.71 -1.1 -3.6 3.8 22.5 30.9 -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.25 0.9 1.2 5.8 22.2 32.5 -- --
Kotak 50 - Direct Plan (G) Not Ranked
10.52 -0.5 -1.3 5.9 22.0 26.3 -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
7.10 -0.3 -1.0 5.4 21.8 27.3 -- --
Tata Equity Opp. Fund (G) Rank 1
912.88 -1.3 -3.9 3.1 21.2 29.8 23.4 13.2
JM Multi Strategy Fund (G) Not Ranked
151.47 0.7 0.8 5.2 21.1 31.5 24.4 8.9
SBI Magnum Equity Fund - Direct (G) Not Ranked
92.19 0.7 -1.2 4.4 20.9 26.8 -- --
Kotak 50 - Regular Plan (G) Rank 3
722.41 -0.6 -1.6 5.3 20.8 25.4 21.2 12.0
DWS Alpha Equity Fund -RP (G) Not Ranked
82.78 -0.4 -1.4 4.8 20.6 26.3 22.2 11.0
DWS Alpha Equity Fund -WP (G) Not Ranked
0.13 -0.4 -1.3 4.8 20.6 26.3 22.2 11.0
Reliance Top 200 - Direct (G) Not Ranked
30.13 -0.9 -2.6 2.8 20.2 33.7 -- --
SBI Magnum Equity Fund (G) Rank 3
1,214.96 0.6 -1.5 4.0 20.1 26.0 20.5 12.7
UTI Top 100 Fund - Direct (G) Not Ranked
7.08 -2.1 -4.2 3.8 20.1 26.2 -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
973.45 -1.1 -0.8 5.4 20.0 25.5 -- --
JPMorgan India Equity - Direct (G) Not Ranked
3.32 -- -2.7 5.2 20.0 29.7 -- --
UTI Top 100 Fund (G) Rank 2
752.28 -2.1 -4.4 3.5 19.7 25.9 20.6 12.8
UTI Equity Fund - Direct (G) Not Ranked
251.46 -1.0 -2.3 2.7 19.5 28.8 -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.37 -0.5 -3.1 2.7 19.5 37.3 -- --
L&T India Large Cap - Direct (G) Not Ranked
24.02 0.3 -1.9 4.4 19.4 29.2 -- --
Escorts Growth Plan (G) Not Ranked
7.47 -0.5 -3.1 2.7 19.3 36.8 25.0 10.2
UTI Equity Fund (G) Rank 2
3,919.10 -1.0 -2.4 2.5 19.1 28.4 22.7 15.2
Birla SL Frontline Eqty-Direct (G) Not Ranked
698.43 0.2 -1.1 4.2 18.9 30.0 -- --
Franklin India Bluechip (G) Rank 3
5,173.63 -1.2 -1.0 5.0 18.9 24.4 19.1 12.8
Taurus Bonanza Fund -Direct (G) Not Ranked
0.02 -0.4 -1.5 6.2 18.7 25.4 -- --
L&T India Large Cap Fund (G) Rank 2
347.58 0.2 -2.0 4.1 18.7 28.4 21.5 12.8
JPMorgan India Equity Fund (G) Rank 3
239.37 -0.1 -3.0 4.6 18.6 28.1 21.3 12.8
Peerless Equity Fund - Direct (G) Not Ranked
11.37 1.8 0.1 5.7 18.4 20.7 -- --
UTI Mastershare - Direct (G) Not Ranked
45.86 -2.2 -4.7 2.7 18.3 26.0 -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
Taurus Bonanza Fund (G) Not Ranked
24.82 -0.6 -2.0 5.7 17.9 24.9 18.0 9.4
UTI Mastershare (G) Rank 2
3,072.05 -2.2 -4.8 2.5 17.8 25.5 19.9 12.3
Birla SL Frontline Equity (G) Rank 3
7,900.44 0.1 -1.3 3.8 17.8 28.9 24.8 14.7
Baroda Pioneer Growth -Direct (G) Not Ranked
1.19 -0.6 -2.3 2.8 17.3 28.2 -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
83.35 -0.2 -1.2 4.4 17.2 25.1 -- --
JPMorgan India Top 100 Fund -DP (G) Not Ranked
2.86 -0.9 -3.5 3.9 17.2 -- -- --
Edelweiss Eqty Enhancer - Direct (G) Not Ranked
0.04 -2.4 -1.5 1.6 16.8 25.0 -- --
Baroda Pioneer Growth (G) Not Ranked
238.33 -0.7 -2.4 2.5 16.5 27.2 20.0 9.5
Peerless Equity Fund (G) Not Ranked
40.75 1.7 -0.4 4.7 16.4 19.1 18.0 --
Edelweiss Value Opportunities Fund (G) Not Ranked
0.30 -2.4 -1.6 1.5 16.4 24.7 15.6 10.2
JM Core 11 Fund -Direct (G) Not Ranked
0.17 0.9 -0.6 3.0 16.3 29.9 -- --
Edelweiss Equity Enhancer - Plan B (G) Not Ranked
0.15 -2.4 -1.7 1.4 16.3 24.7 15.5 10.0
Birla SL Top 100 - Direct (G) Not Ranked
65.83 -0.4 -1.6 1.6 16.0 31.8 -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
Tata Pure Equity Fund (G) Rank 3
767.85 -0.4 -1.6 3.6 15.8 23.9 19.4 11.5
JPMorgan India Top 100 Fund -RP (G) Not Ranked
113.19 -1.0 -3.8 3.1 15.5 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
13.75 -0.4 -1.6 5.0 15.3 28.6 -- --
JM Core 11 Fund (G) Not Ranked
41.12 0.7 -1.0 2.3 15.2 28.7 20.8 5.1
Birla Sun Life Top 100 (G) Rank 2
1,233.88 -0.5 -1.8 1.2 15.0 30.7 24.4 15.6
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 -1.1 -2.3 1.6 14.8 27.6 22.3 15.7
ICICI Pru Focused. Blue -Direct (G) Not Ranked
735.53 -1.1 -2.3 1.7 14.8 27.5 -- --
Reliance Focused Large Cap - RP (G) Rank 3
1,141.34 -0.4 -1.7 4.7 14.6 27.8 22.8 9.7
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.70 -0.6 -3.2 2.9 14.4 22.9 -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.63 -0.1 -0.8 4.1 14.1 19.3 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,991.78 -1.1 -2.6 1.2 13.9 26.5 21.2 14.8
UTI Opportunities Fund - Direct (G) Not Ranked
379.13 -2.1 -3.8 -0.4 13.8 24.5 -- --
Pramerica Large Cap Equity (G) Not Ranked
55.28 -0.1 -0.9 3.9 13.6 18.7 16.5 --
Canara Robeco Large Cap+ (G) Not Ranked
122.79 -0.7 -3.4 2.5 13.4 21.9 17.8 --
UTI Leadership Equity - Direct (G) Not Ranked
3.22 -1.9 -4.4 1.3 13.4 23.0 -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.19 0.2 -2.7 3.9 13.4 22.1 -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
BOI AXA Equity Fund - Direct (G) Not Ranked
2.80 -0.6 -4.8 -0.1 13.4 25.3 -- --
Principal Large Cap - Direct (G) Not Ranked
10.49 -0.5 -1.9 2.1 13.3 28.2 -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
2.09 -0.8 -2.5 2.3 13.2 20.5 -- --
UTI Leadership Equity Fund (G) Rank 4
1,786.14 -1.9 -4.4 1.2 13.1 22.7 19.6 11.0
UTI Opportunities Fund (G) Rank 3
5,088.94 -2.2 -4.0 -0.8 13.0 23.6 18.8 14.5
IDFC Imperial Equity - Direct (G) Not Ranked
13.68 -0.6 -2.2 2.4 12.9 21.2 -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.74 0.2 -2.8 3.7 12.8 21.5 18.4 10.5
BOI AXA Equity Fund-Eco (G) Not Ranked
5.29 -0.7 -5.0 -0.5 12.8 24.8 19.1 10.3
ICICI Pru Select Large Cap Fund - DP (G) Not Ranked
21.37 -2.5 -3.6 -0.8 12.7 25.7 -- --
Principal Large Cap Fund (G) Rank 3
309.95 -0.5 -2.1 1.8 12.7 27.5 20.0 11.1
UTI India Lifestyle Fund(G) Rank 3
322.56 -0.9 -2.7 1.9 12.5 19.7 17.6 13.1
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
2.06 0.2 -4.7 1.4 12.2 17.8 -- --
BOI AXA Equity Fund -RP (G) Rank 3
1,489.16 -0.7 -5.1 -0.8 12.1 24.0 18.4 9.8
IDFC Imperial Equity - Plan B (G) Not Ranked
4.33 -0.8 -2.6 1.8 11.9 20.4 15.4 8.3
IDFC Imperial Equity - Regular (G) Not Ranked
126.20 -0.8 -2.6 1.8 11.9 20.3 15.4 8.3
HSBC Dynamic Fund - Direct (G) Not Ranked
0.15 0.6 0.9 5.0 11.7 19.3 -- --
ICICI Pru Select Large Cap Fund - RP (G) Rank 3
269.75 -2.6 -3.9 -1.3 11.6 24.7 19.4 12.0
LIC NOMURA Equity Fund -Direct (G) Not Ranked
3.38 -3.2 -5.5 -3.2 11.3 24.0 -- --
HSBC Dynamic Fund (G) Not Ranked
66.10 0.5 0.7 4.6 10.9 18.5 13.0 7.6
IDFC Equity Fund - Direct (G) Not Ranked
1.78 -0.7 -2.9 1.8 10.6 19.1 -- --
LIC NOMURA Equity Fund (G) Rank 4
315.98 -3.2 -5.6 -3.4 10.6 23.2 17.6 9.4
Indiabulls Blue Chip Fund (G) Not Ranked
17.79 -- -5.2 0.6 10.5 16.4 14.8 --
HDFC Index - Sensex Plus - Direct Not Ranked
29.06 -0.1 -0.9 1.4 10.4 21.0 -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
87.33 -0.5 -3.7 0.2 10.1 22.6 17.6 11.4
DSP-BR Top 100 Equity - Direct (G) Not Ranked
526.54 -0.5 -3.7 0.2 10.1 22.6 -- --
HDFC Index - Sensex Plus Plan Not Ranked
99.20 -0.1 -1.0 1.3 10.1 20.6 17.8 11.6
IDFC Equity Fund - Plan B (G) Not Ranked
0.03 -0.8 -3.4 1.2 9.7 18.3 16.6 10.4
IDFC Equity Fund - Regular Plan (G) Rank 3
311.37 -0.8 -3.4 1.2 9.7 18.3 16.6 10.3
DSP-BR Top 100 Equity - RP (G) Rank 5
3,010.17 -0.5 -3.8 -- 9.5 21.9 16.9 10.9
Sundaram Select Focus -Direct (G) Not Ranked
3.87 0.8 -1.7 1.7 9.3 21.7 -- --
Sundaram Select Focus - IP (G) Not Ranked
0.01 0.8 -1.7 1.7 9.2 21.5 17.5 9.2
Sundaram Select Focus - RP (G) Rank 4
413.79 0.8 -1.8 1.4 8.6 21.0 16.9 8.6
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.31 -2.9 -4.2 -3.4 8.2 20.9 -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
88.78 -3.1 -4.2 -1.3 8.1 26.4 -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
771.24 -1.6 -2.5 -2.1 7.7 26.3 -- --
UTI Dividend Yield Fund (G) Rank 4
3,209.97 -3.0 -4.3 -3.7 7.6 20.1 14.6 9.8
HSBC Equity Fund - Direct (G) Not Ranked
196.72 0.1 -1.3 1.3 7.5 22.4 -- --
Reliance Quant Plus - Direct (G) Not Ranked
2.70 -2.4 -4.4 -0.2 7.4 20.3 -- --
ICICI Pru Top 100 Fund (G) Rank 4
1,448.78 -3.2 -4.4 -1.8 7.2 25.4 19.1 13.4
HDFC Top 200 Fund (G) Rank 5
13,213.39 -1.6 -2.7 -2.4 7.0 25.5 19.0 11.8
HSBC Equity Fund (G) Rank 5
480.88 0.1 -1.5 1.0 6.7 21.5 16.2 9.1
Reliance Quant Plus - RP (G) Not Ranked
36.09 -2.5 -4.6 -0.6 6.6 18.7 15.3 10.4
Religare Invesco AGILE -Dir (G) Not Ranked
0.06 -1.3 -5.1 -1.8 6.5 13.3 -- --
Sundaram Equity Plus -Direct (G) Not Ranked
4.27 0.1 -1.9 0.9 5.7 12.3 -- --
Sundaram Equity Plus (G) Not Ranked
58.92 0.1 -2.1 0.5 5.0 11.5 8.4 --
Religare Invesco AGILE Fund (G) Not Ranked
29.11 -1.4 -5.4 -2.5 4.9 12.0 11.5 9.7
Sahara Super 20 Fund -Direct (G) Not Ranked
0.06 0.4 -- -- 4.8 19.2 -- --
Sahara Super 20 Fund (G) Not Ranked
0.66 0.4 -0.2 -0.3 4.4 18.8 13.2 7.8
Sundaram Growth Fund -Direct (G) Not Ranked
9.61 -1.2 -6.8 -3.9 3.8 17.7 -- --
Sundaram Growth Fund - RP (G) Rank 4
679.03 -1.3 -7.0 -4.3 3.0 16.9 13.4 7.1
Motilal MOSt Shares M50 ETF Not Ranked
29.26 -0.4 -2.3 1.1 2.2 21.0 15.8 --
Sahara Growth Fund - Direct (G) Not Ranked
1.47 -0.6 -0.6 -0.8 1.5 23.8 -- --
Sahara Growth Fund (G) Not Ranked
6.40 -0.8 -1.2 -1.7 -- 22.7 15.4 8.6
UTI Master Plus US - Direct (G) Not Ranked
0.05 -- -- -- -- -- -- --
UTI Master Plus US (G) Not Ranked
117.93 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-RP (G) Not Ranked
20.79 -0.1 -0.6 -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-DP (G) Not Ranked
6.85 -- -0.4 -- -- -- -- --
CATEGORY AVERAGE -0.7 -2.3 2.5 14.5 23.2 17.3 9.0

Note : Returns have been calculated based on NAV's as on Jun 30, 2015 & Index values as on Jul 01, 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.

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