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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 Apr 15, 2014
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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 -- -- --
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.11 5.5 9.5 16.4 27.7 -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
N.A. 9.5 15.2 27.1 27.3 -- -- --
Escorts Growth Plan (G) Not Ranked
2.89 9.4 15.0 26.7 27.2 10.4 3.4 16.1
Birla SL Top 100 - Direct (G) Not Ranked
6.57 4.9 8.7 16.4 27.0 -- -- --
ICICI Pru Top 100 Fund (G) Rank 1
397.03 3.9 8.4 15.2 27.0 17.1 10.2 18.2
Birla Sun Life Top 100 (G) Rank 1
321.09 4.8 8.5 16.0 26.1 18.4 10.0 19.4
Kotak Select Focus - Direct (G) Not Ranked
0.80 3.2 7.6 13.5 25.4 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
4.37 3.2 5.8 17.3 25.0 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
0.09 3.2 7.8 15.4 24.6 -- -- --
Motilal MOSt Shares M50 ETF Not Ranked
43.19 4.7 11.2 15.9 24.6 13.8 5.0 --
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
Reliance Focused Large Cap - RP (G) Rank 3
961.26 3.1 5.6 16.9 24.3 17.7 7.9 11.7
Birla SL Frontline Eqty-Direct (G) Not Ranked
70.24 4.5 8.5 15.2 24.2 -- -- --
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 --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
123.74 3.1 6.9 13.0 23.8 -- -- --
Principal Large Cap - Direct (G) Not Ranked
5.04 4.1 9.2 15.8 23.8 -- -- --
Quantum Long-Term Equity (G) Rank 2
201.33 5.0 12.0 18.2 23.7 17.2 10.1 24.2
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
3.64 3.4 8.6 16.5 23.6 -- -- --
Birla SL Frontline Equity (G) Rank 2
3,515.55 4.4 8.2 14.8 23.2 19.0 9.4 20.6
Principal Large Cap Fund (G) Rank 3
292.27 4.0 9.1 15.5 23.1 15.2 6.6 19.1
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
L&T Equity Fund -Direct (G) Not Ranked
18.75 4.8 8.4 14.6 22.9 -- -- --
ICICI Pru Top 200 Fund (G) Rank 3
433.60 3.3 8.5 16.1 22.9 15.6 6.7 18.0
Escorts Leading Sectors -Direct (G) Not Ranked
0.09 7.0 9.1 17.8 22.8 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
12.16 7.8 13.8 -- -- -- -- --
Escorts Leading Sectors (G) Not Ranked
0.67 6.9 8.9 17.6 22.3 15.4 7.7 17.9
L&T Equity Fund (G) Rank 3
1,991.61 4.8 8.2 14.3 22.1 12.6 6.1 19.3
Sahara Growth Fund - Direct (G) Not Ranked
0.09 5.4 8.9 16.0 21.7 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
16.08 4.1 7.1 13.9 21.7 -- -- --
UTI Equity Fund (G) Rank 2
2,369.77 4.1 7.0 13.8 21.5 15.4 9.5 20.5
HDFC Top 200 Fund - Direct (G) Not Ranked
236.70 5.7 10.9 20.7 21.4 -- -- --
Sahara Growth Fund (G) Not Ranked
7.94 5.4 8.8 15.8 21.3 11.3 5.6 13.3
L&T India Large Cap - Direct (G) Not Ranked
2.28 3.8 6.1 11.4 21.0 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
0.64 3.8 6.1 8.6 21.0 -- -- --
UTI Opportunities Fund - Direct (G) Not Ranked
118.53 3.6 6.9 11.7 20.9 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
1.21 3.3 6.6 12.5 20.8 -- -- --
HDFC Top 200 Fund (G) Rank 4
10,309.58 5.7 10.8 20.4 20.7 13.4 6.4 20.0
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.03 3.2 5.7 10.4 20.6 -- -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
14.59 3.3 7.0 14.3 20.3 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
8.78 3.9 9.6 19.5 20.2 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.10 4.9 12.1 18.2 20.2 -- -- --
L&T India Large Cap Fund (G) Rank 3
294.45 3.8 6.0 11.0 20.2 12.2 5.6 19.1
Axis Equity Fund - Direct (G) Not Ranked
8.49 4.6 7.4 12.9 20.2 -- -- --
UTI Opportunities Fund (G) Rank 2
3,446.50 3.6 6.7 11.3 20.0 13.0 9.7 20.9
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.24 3.2 5.5 10.1 20.0 14.5 6.0 15.6
BNP Paribas Equity Fund (G) Rank 2
166.45 3.8 5.9 8.1 19.8 15.2 9.8 16.2
IDBI India Top 100 Eqty -Direct (G) Not Ranked
1.59 2.7 5.9 11.4 19.8 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
2.42 3.3 6.7 11.9 19.8 -- -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.53 2.1 4.4 10.8 19.8 -- -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
0.22 4.5 8.1 14.4 19.7 -- -- --
JPMorgan India Equity Fund (G) Rank 3
192.76 3.2 6.4 12.0 19.7 12.9 6.0 17.6
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.16 2.7 6.7 10.0 19.7 -- -- --
SBI Blue Chip Fund (G) Rank 2
719.92 3.3 6.8 14.0 19.6 18.9 9.7 17.7
UTI Top 100 Fund (G) Rank 3
547.86 3.3 6.6 11.8 19.6 13.6 6.9 15.7
Tata Pure Equity Fund - Direct (G) Not Ranked
7.50 2.5 4.8 9.6 19.5 -- -- --
UTI Leadership Equity - Direct (G) Not Ranked
0.62 3.3 7.7 12.1 19.5 -- -- --
JM Multi Strategy Fund (G) Rank 5
139.09 4.9 11.9 17.7 19.5 11.2 1.9 9.8
UTI Master Plus US - Direct (G) Not Ranked
0.24 3.4 7.5 12.4 19.5 -- -- --
Union KBC Equity Fund - Direct (G) Not Ranked
13.42 4.3 7.6 15.4 19.4 -- -- --
UTI Master Plus US (G) Rank 3
894.91 3.4 7.4 12.4 19.4 14.9 7.5 16.4
Sundaram Leadership - RP (G) Not Ranked
44.38 -- -- -- -- -- -- --
ING Retireinvest-Sr I (G) Not Ranked
1.42 3.0 6.7 13.3 19.3 11.5 3.6 13.2
Can Robeco Equity Div. - Direct (G) Not Ranked
7.50 4.6 7.2 12.4 19.2 -- -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
57.66 2.6 5.8 11.1 19.2 -- -- --
HSBC Equity Fund - Direct (G) Not Ranked
2.75 3.7 7.5 12.5 19.1 -- -- --
UTI Leadership Equity Fund (G) Rank 3
536.41 3.3 7.6 11.9 19.1 15.9 7.2 15.1
LIC NOMURA Growth Fund (G) Not Ranked
69.36 2.0 4.3 10.5 19.1 13.0 4.5 15.2
DWS Alpha Equity Fund -RP (G) Not Ranked
57.78 2.7 6.5 9.7 19.0 14.7 5.3 13.5
ING Core Equity Fund -Direct (G) Not Ranked
0.72 5.1 8.7 15.7 18.9 -- -- --
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 2.7 6.5 9.7 18.9 14.7 5.3 12.8
Axis Equity Fund (G) Rank 2
594.36 4.4 7.1 12.4 18.9 19.4 10.1 --
Union KBC Equity Fund (G) Not Ranked
107.84 4.3 7.5 15.1 18.8 13.8 -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.22 3.9 8.8 15.5 18.8 -- -- --
Baroda Pioneer Growth (G) Rank 5
177.30 4.5 7.9 13.8 18.7 11.4 2.2 13.6
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.03 3.8 5.3 12.6 18.7 -- -- --
Tata Pure Equity Fund (G) Rank 3
620.70 2.4 4.6 9.3 18.7 13.5 8.2 18.4
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Can Robeco Equity Divers (G) Rank 3
626.24 4.5 7.1 12.1 18.6 13.2 8.6 20.8
Edelweiss Equity Enhancer -A (G) Not Ranked
0.14 3.8 5.2 12.3 18.6 8.8 2.8 --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.15 3.8 5.1 12.3 18.6 8.8 2.7 --
IDFC Equity Fund - Direct (G) Not Ranked
0.70 2.8 5.8 11.0 18.6 -- -- --
LIC NOMURA Equity Fund (G) Rank 4
303.73 3.9 8.7 15.3 18.5 13.1 4.5 13.8
Sundaram Select Focus -Direct (G) Not Ranked
1.54 3.0 6.1 11.5 18.5 -- -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.13 1.7 4.7 11.3 18.4 -- -- --
HSBC Equity Fund (G) Rank 4
456.07 3.7 7.3 12.1 18.3 11.8 4.2 12.6
Sundaram Select Focus - IP (G) Not Ranked
18.32 2.8 5.9 11.3 18.2 11.3 4.3 15.0
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.59 3.1 3.1 9.1 18.2 -- -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.61 3.6 5.4 10.7 18.2 -- -- --
UTI Mastershare - Direct (G) Not Ranked
15.22 4.2 7.8 12.7 18.2 -- -- --
Reliance Quant Plus - Direct (G) Not Ranked
1.76 2.9 5.2 12.1 18.0 -- -- --
Sundaram Select Focus - RP (G) Rank 4
446.12 2.8 5.9 11.2 18.0 10.8 3.7 13.2
IDFC Equity Fund - Plan A (G) Rank 3
289.45 2.7 5.7 10.7 17.9 13.9 6.4 15.4
IDFC Equity Fund - Plan B (G) Not Ranked
0.05 2.7 5.7 10.7 17.9 13.9 6.5 --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
19.51 3.2 3.0 8.9 17.7 14.4 9.1 --
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.51 3.1 3.0 8.9 17.7 14.3 8.5 --
UTI Mastershare (G) Rank 3
2,226.29 4.1 7.7 12.4 17.7 13.6 6.5 16.3
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
1.70 3.1 3.0 8.9 17.7 14.4 9.1 --
Pramerica Large Cap Equity (G) Not Ranked
32.43 3.5 5.4 10.4 17.6 12.4 3.0 --
ING Core Equity Fund (G) Not Ranked
59.28 5.0 8.3 15.1 17.6 12.2 5.6 16.7
Religare Invesco Bus-Leaders (G) Not Ranked
23.64 1.6 4.3 10.6 17.4 14.3 6.2 --
Canara Robeco Large Cap+-Direct (G) Not Ranked
0.61 3.9 6.5 9.6 17.4 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
13.91 3.6 6.7 12.3 17.4 -- -- --
Reliance Quant Plus - RP (G) Not Ranked
41.65 2.8 5.0 11.7 17.3 12.0 4.9 16.1
Sahara Super 20 Fund -Direct (G) Not Ranked
0.02 2.6 5.3 11.6 17.2 -- -- --
HDFC Index - Sensex Plus - Direct Not Ranked
7.04 3.3 5.6 10.4 17.1 -- -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.01 4.0 5.6 10.5 17.0 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.77 2.5 5.2 11.4 16.8 8.5 5.7 --
HDFC Index - Sensex Plus Plan Not Ranked
70.95 3.3 5.6 10.2 16.8 13.3 6.2 17.4
Franklin (I) Bluechip - Direct (G) Not Ranked
799.09 2.9 6.2 12.2 16.7 -- -- --
SBI Magnum Equity Fund (G) Rank 3
1,038.92 3.5 6.6 12.0 16.7 13.1 7.8 18.7
Canara Robeco Large Cap+ (G) Rank 1
103.01 3.8 6.4 9.2 16.5 12.8 8.4 --
UTI India Lifestyle Fund(G) Rank 1
305.12 4.0 5.5 10.2 16.4 12.8 9.9 19.1
Religare Invesco AGILE -Dir (G) Not Ranked
0.04 2.7 1.2 7.0 16.2 -- -- --
JM Core 11 Fund -Direct (G) Not Ranked
0.05 2.9 12.6 21.6 16.1 -- -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.08 3.2 7.3 11.0 16.0 -- -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
33.91 4.6 7.8 13.6 15.8 -- -- --
Franklin India Bluechip (G) Rank 3
4,158.46 2.8 6.0 11.8 15.8 11.7 6.2 18.4
UTI Contra Fund - Direct (G) Not Ranked
0.17 5.7 7.4 14.8 15.7 -- -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.39 2.7 5.5 9.3 15.5 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
36.86 2.6 1.0 6.5 15.4 11.8 7.2 12.3
IDFC Imperial Equity - Direct (G) Not Ranked
10.19 2.3 3.9 9.0 15.3 -- -- --
Sundaram Equity Plus -Direct (G) Not Ranked
5.35 2.4 4.8 6.3 15.3 -- -- --
JM Core 11 Fund (G) Not Ranked
31.41 2.8 12.4 21.1 15.3 10.5 1.7 9.0
UTI Contra Fund (G) Rank 5
123.94 5.7 7.3 14.6 15.3 9.1 1.5 10.9
UTI Dividend Yield Fund (G) Rank 4
2,942.41 4.5 7.7 13.3 15.2 9.1 4.1 17.7
HSBC Dynamic Fund (G) Not Ranked
91.02 3.2 7.1 10.6 15.2 8.4 2.7 11.1
Peerless Equity Fund - Direct (G) Not Ranked
5.40 2.6 3.6 8.9 15.0 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 4.5 7.8 14.1 14.8 -- -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
44.88 2.5 6.2 12.0 14.7 -- -- --
IDFC Imperial Equity - Plan A (G) Rank 4
138.95 2.3 3.9 8.7 14.7 9.9 3.0 12.2
IDFC Imperial Equity - Plan B (G) Not Ranked
6.84 2.3 3.9 8.7 14.7 9.9 3.0 12.1
Taurus Bonanza Fund (G) Not Ranked
20.33 4.5 7.8 14.1 14.7 9.2 2.3 13.2
DSP-BR Top 100 Equity - IP (G) Not Ranked
87.98 2.5 6.2 12.0 14.6 9.6 6.2 16.6
Indiabulls Blue Chip Fund (G) Not Ranked
5.09 2.6 5.2 8.7 14.4 11.3 -- --
Peerless Equity Fund (G) Not Ranked
21.71 2.5 3.4 8.4 14.1 11.8 -- --
Kotak 50 - Direct (G) Not Ranked
3.43 2.9 6.4 12.6 14.1 -- -- --
Sundaram Equity Plus (G) Not Ranked
89.75 1.7 3.9 5.4 14.1 6.4 -- --
DSP-BR Top 100 Equity - RP (G) Rank 4
2,790.15 2.5 6.0 11.7 14.0 9.0 5.6 16.1
ING Large Cap Equity Fund (G) Not Ranked
4.01 4.6 7.5 11.5 13.9 11.0 4.6 14.1
Axis Focused 25 Fund - Direct (G) Not Ranked
0.38 3.0 4.5 7.9 13.6 -- -- --
Kotak 50 (G) Rank 4
681.08 2.8 6.2 12.3 13.4 13.2 6.1 15.4
HDFC Focused Large-Cap - Direct (G) Not Ranked
2.39 4.0 7.5 12.8 13.0 -- -- --
HDFC Focused Large-Cap (G) Rank 5
405.43 4.0 7.4 12.5 12.4 8.0 2.9 16.9
Axis Focused 25 Fund (G) Not Ranked
116.55 2.9 4.3 7.3 12.2 -- -- --
ING Large Cap Equity -Direct (G) Not Ranked
N.A. -- -67.5 -66.2 -65.3 -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
0.37 7.9 14.0 -- -- -- -- --
CATEGORY AVERAGE 3.7 6.4 12.0 18.1 6.7 3.0 6.5

Note : Returns have been calculated based on NAV's as on Apr 15, 2014 & Index values as on Apr 15, 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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