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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 16, 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
Escorts Growth Plan - Direct (G) Not Ranked
0.02 3.5 11.1 47.1 78.3 -- -- --
Escorts Growth Plan (G) Not Ranked
3.72 3.5 11.0 46.8 77.3 31.5 19.6 11.9
JM Core 11 Fund -Direct (G) Not Ranked
0.07 1.8 5.5 33.6 65.6 -- -- --
Escorts Leading Sectors -Direct (G) Not Ranked
0.07 4.3 15.8 43.6 64.5 -- -- --
JM Core 11 Fund (G) Not Ranked
36.48 1.7 5.3 33.0 64.3 23.2 17.9 2.4
Escorts Leading Sectors (G) Not Ranked
1.06 4.3 15.6 43.2 63.8 31.2 22.5 13.4
JM Multi Strategy Fund -Direct (G) Not Ranked
0.13 3.4 8.6 39.2 62.7 -- -- --
JM Multi Strategy Fund (G) Rank 3
133.55 3.4 8.4 38.7 61.5 25.5 18.8 5.9
Franklin (I) Opport. - Direct (G) Not Ranked
2.31 5.8 12.9 37.8 60.8 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
13.88 5.1 8.2 34.9 60.3 -- -- --
Franklin India Oppor. (G) Rank 3
284.83 5.8 12.8 37.6 60.2 26.4 19.2 12.1
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.88 4.7 9.2 36.2 58.9 -- -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 2.4 4.3 34.4 58.9 -- -- --
HDFC Top 200 Fund (G) Rank 3
11,265.42 2.3 4.1 34.0 58.0 25.5 19.6 14.4
Birla SL Long Term Advan. (G) Rank 1
141.34 4.6 9.0 35.8 57.9 29.5 21.5 15.5
Kotak Select Focus - Direct (G) Not Ranked
3.91 5.5 9.7 35.1 57.5 -- -- --
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
7.13 3.8 7.8 33.8 56.0 -- -- --
ICICI Pru Top 200 Fund (G) Rank 2
520.75 3.8 7.7 33.4 55.1 26.7 21.1 14.3
Birla SL Top 100 - Direct (G) Not Ranked
16.05 2.8 5.0 31.9 53.9 -- -- --
Birla Sun Life Top 100 (G) Rank 1
474.81 2.7 4.8 31.3 52.7 27.7 22.3 15.1
SBI Blue Chip Fund - Direct (G) Not Ranked
27.04 4.4 9.8 31.3 52.7 -- -- --
Sahara Growth Fund - Direct (G) Not Ranked
0.15 0.7 2.5 31.4 52.5 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
33.51 4.2 7.4 33.6 52.5 -- -- --
SBI Blue Chip Fund (G) Rank 2
903.54 4.3 9.7 30.9 51.8 26.7 23.1 12.7
Sahara Growth Fund (G) Not Ranked
8.13 0.6 2.3 31.0 51.8 20.4 16.8 9.7
UTI Equity Fund - Direct (G) Not Ranked
55.81 4.5 9.4 32.5 51.5 -- -- --
L&T Equity Fund (G) Rank 2
2,089.70 4.1 7.2 33.2 51.5 23.8 18.3 15.1
SBI Small & Midcap Fund (G) Not Ranked
48.74 14.8 26.4 61.9 -- -- -- --
UTI Equity Fund (G) Rank 2
2,848.13 4.5 9.3 32.3 51.1 25.9 21.4 15.9
ING Core Equity Fund -Direct (G) Not Ranked
0.92 1.0 4.7 30.5 50.1 -- -- --
Principal Large Cap - Direct (G) Not Ranked
7.34 3.1 5.7 29.0 50.1 -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
235.50 2.7 5.9 29.9 49.4 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
4.76 5.0 9.7 32.1 49.3 -- -- --
Principal Large Cap Fund (G) Rank 3
296.65 3.0 5.6 28.6 49.3 22.9 19.3 13.1
Reliance Focused Large Cap-Dir (G) Not Ranked
8.53 2.8 3.8 25.3 49.2 -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.86 2.6 7.4 29.1 49.1 -- -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
28.19 3.1 5.7 29.0 49.0 -- -- --
Quantum Long-Term Equity (G) Rank 1
272.92 2.0 4.7 27.2 48.6 24.8 21.3 17.3
ING Core Equity Fund (G) Not Ranked
61.15 1.0 4.4 29.8 48.5 21.0 17.1 12.2
Kotak Opportunities Fund (G) Rank 3
592.84 5.0 9.5 31.7 48.5 24.1 19.3 12.6
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.48 3.0 8.8 35.3 48.4 -- -- --
Reliance Focused Large Cap - RP (G) Rank 3
1,028.19 2.8 3.6 24.8 48.2 24.5 20.5 7.7
Birla SL Frontline Equity (G) Rank 2
4,803.24 2.6 5.7 29.4 48.2 27.3 21.9 14.6
LIC NOMURA Equity Fund (G) Rank 4
300.06 2.5 7.3 28.4 48.0 21.0 17.1 9.3
Baroda Pioneer Growth -Direct (G) Not Ranked
22.45 3.7 6.2 30.7 48.0 -- -- --
ICICI Pru Top 100 Fund (G) Rank 2
639.55 3.0 5.5 28.5 47.9 25.4 23.2 15.0
ICICI Pru Target Returns-Direct (G) Not Ranked
0.17 3.4 7.4 27.4 47.6 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
2.09 3.2 5.3 29.8 47.5 -- -- --
BNP Paribas Equity Fund (G) Rank 1
271.84 2.9 8.5 34.8 47.2 27.7 22.0 14.3
UTI Opportunities Fund - Direct (G) Not Ranked
189.98 4.2 8.6 30.1 47.1 -- -- --
Baroda Pioneer Growth (G) Rank 3
201.34 3.6 6.0 30.2 46.7 21.5 15.6 8.0
ICICI Pru Target Returns - RP (G) Not Ranked
62.29 3.4 7.3 27.0 46.7 23.8 19.9 13.5
ICICI Pru Top 100 Fund -Inst -I Not Ranked
1.81 -- -- -- -- -- -- --
Union KBC Equity Fund - Direct (G) Not Ranked
3.30 2.4 4.2 27.0 46.1 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 3.4 6.5 28.4 46.0 26.1 21.8 17.2
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 3.4 6.5 28.4 46.0 -- -- --
UTI Opportunities Fund (G) Rank 3
3,911.39 4.1 8.4 29.6 46.0 23.0 19.6 15.2
JPMorgan India Equity Fund (G) Rank 3
203.37 3.1 5.0 28.6 45.4 21.9 17.2 12.9
UTI Mastershare - Direct (G) Not Ranked
21.68 3.1 7.3 28.3 45.2 -- -- --
Union KBC Equity Fund (G) Rank 2
111.69 2.2 3.9 26.6 45.0 22.5 17.9 --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 3.3 6.3 27.9 44.9 24.9 20.8 16.3
UTI Dividend Yield Fund -Direct (G) Not Ranked
45.03 3.2 4.7 28.8 44.9 -- -- --
L&T India Large Cap - Direct (G) Not Ranked
13.73 3.1 6.4 29.9 44.9 -- -- --
UTI Mastershare (G) Rank 3
2,476.73 3.1 7.2 28.1 44.7 21.5 16.9 12.5
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 3.5 7.6 27.2 44.4 -- -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
Edelweiss Equity Enhancer -A (G) Not Ranked
0.16 3.5 7.5 26.9 44.3 16.9 14.6 9.4
Edelweiss Equity Enhancer -B (G) Not Ranked
0.16 3.5 7.4 26.9 44.2 16.8 14.6 9.3
Can Robeco Equity Div. - Direct (G) Not Ranked
8.42 2.1 4.3 28.9 44.2 -- -- --
Axis Equity Fund - Direct (G) Not Ranked
15.23 4.4 5.3 28.6 44.2 -- -- --
Kotak 50 - Direct (G) Not Ranked
5.57 2.8 7.3 27.1 44.1 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
77.11 2.6 4.3 28.2 44.1 20.9 17.1 12.6
UTI Dividend Yield Fund (G) Rank 4
2,998.72 3.2 4.6 28.4 44.1 18.5 14.0 13.2
DSP-BR Top 100 Equity - Direct (G) Not Ranked
201.26 2.6 4.3 28.2 44.1 -- -- --
L&T India Large Cap Fund (G) Rank 3
302.66 3.0 6.3 29.5 44.0 22.3 17.1 14.2
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.39 3.0 8.3 29.3 43.9 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.33 3.2 9.1 27.5 43.8 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
3.60 3.2 8.3 27.1 43.6 -- -- --
ING Retireinvest-Sr I (G) Not Ranked
1.43 3.1 6.2 25.7 43.6 18.4 14.6 9.3
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Can Robeco Equity Divers (G) Rank 3
656.74 2.0 4.2 28.6 43.5 21.4 18.3 15.0
DSP-BR Top 100 Equity - RP (G) Rank 5
2,716.56 2.6 4.1 27.8 43.3 20.2 16.5 12.0
UTI Top 100 Fund (G) Rank 3
593.65 3.2 8.2 27.0 43.3 21.4 17.3 11.3
Kotak 50 (G) Rank 4
610.98 2.7 7.1 26.7 43.3 21.2 16.7 11.3
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.71 3.8 8.7 29.5 43.1 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
61.92 2.5 7.2 27.5 43.1 -- -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
76.92 3.2 8.9 27.0 43.0 23.3 -- --
DWS Alpha Equity Fund -RP (G) Not Ranked
55.67 2.9 8.1 28.9 42.9 23.4 17.8 10.2
DWS Alpha Equity Fund -WP (G) Not Ranked
0.11 2.9 8.1 28.9 42.9 23.4 17.8 10.1
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.79 3.5 11.0 25.2 42.9 -- -- --
Motilal MOSt Shares M50 ETF Not Ranked
33.38 -0.8 1.6 23.7 42.8 20.7 17.4 --
Axis Equity Fund (G) Rank 2
796.79 4.3 5.0 27.7 42.6 25.8 21.0 --
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.56 3.8 8.5 29.2 42.5 23.8 19.4 13.2
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.90 3.8 8.6 29.3 42.5 23.9 20.0 13.5
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
29.14 3.8 8.5 29.2 42.5 23.9 20.0 13.5
Sundaram Select Focus -Direct (G) Not Ranked
2.26 1.6 3.1 25.9 42.3 -- -- --
SBI Magnum Equity Fund (G) Rank 5
1,052.27 2.5 7.0 27.1 42.3 22.0 18.1 13.1
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 1.3 4.5 26.4 42.3 -- -- --
Taurus Bonanza Fund (G) Not Ranked
22.68 1.3 4.4 26.4 42.1 16.7 12.8 8.1
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.12 2.3 8.3 25.8 42.0 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
68.14 3.4 10.9 24.8 42.0 20.2 17.0 9.7
UTI Leadership Equity - Direct (G) Not Ranked
0.95 2.8 6.4 25.7 41.9 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
12.14 1.6 3.1 25.6 41.9 20.2 15.3 --
Sundaram Growth Fund -Direct (G) Not Ranked
1.51 1.3 3.7 24.7 41.4 -- -- --
Sundaram Select Focus - RP (G) Rank 4
434.58 1.6 3.0 25.3 41.4 19.7 14.7 8.0
UTI Leadership Equity Fund (G) Rank 3
570.14 2.8 6.3 25.5 41.4 22.8 18.6 11.0
HDFC Index - Sensex Plus - Direct Not Ranked
11.36 0.7 4.5 27.7 41.3 -- -- --
HSBC Equity Fund - Direct (G) Not Ranked
73.16 0.3 1.7 24.6 41.2 -- -- --
HDFC Index - Sensex Plus Plan Not Ranked
77.11 0.7 4.4 27.5 40.8 20.7 18.1 12.5
Religare Invesco Bus-Leaders (G) Not Ranked
20.37 2.2 8.1 25.2 40.6 22.3 17.5 11.7
Sundaram Growth Fund - RP (G) Rank 4
173.77 1.3 3.5 24.0 40.5 17.2 13.6 8.3
Franklin (I) Bluechip - Direct (G) Not Ranked
763.27 3.1 6.1 25.1 40.3 -- -- --
HSBC Equity Fund (G) Rank 3
465.18 0.3 1.5 24.1 40.2 18.3 14.9 9.5
ING Large Cap Equity Fund (G) Not Ranked
4.18 0.1 3.7 26.4 39.9 17.5 15.8 9.8
Reliance Quant Plus - Direct (G) Not Ranked
1.89 0.3 3.6 24.9 39.5 -- -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.38 1.4 5.6 25.8 39.2 -- -- --
Franklin India Bluechip (G) Rank 5
4,274.96 3.0 5.8 24.6 39.2 19.9 16.2 13.2
UTI India Lifestyle Fund(G) Rank 3
303.56 1.3 5.5 25.4 38.4 20.2 17.1 15.5
Axis Focused 25 Fund - Direct (G) Not Ranked
0.60 2.6 6.3 24.8 37.8 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.18 1.6 4.3 25.3 37.6 -- -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
12.44 2.3 5.8 24.1 37.1 -- -- --
Reliance Quant Plus - RP (G) Not Ranked
37.46 0.3 3.5 23.1 37.0 18.0 16.7 11.1
Canara Robeco Large Cap+ (G) Rank 2
109.84 1.5 4.1 24.8 36.6 19.6 17.4 --
IDFC Imperial Equity - Direct (G) Not Ranked
10.11 1.5 5.1 23.1 36.5 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.07 1.0 5.4 23.7 36.4 -- -- --
Axis Focused 25 Fund (G) Not Ranked
114.09 2.5 5.9 24.1 36.3 19.4 -- --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.03 0.1 0.8 21.2 36.2 -- -- --
Tata Pure Equity Fund (G) Rank 4
648.70 2.3 5.6 23.6 36.2 20.1 17.7 13.0
IDFC Imperial Equity - Plan B (G) Not Ranked
6.04 1.5 4.9 22.7 35.8 16.9 12.4 8.6
IDFC Imperial Equity - Regular (G) Rank 5
125.93 1.5 4.9 22.7 35.8 16.9 12.4 8.6
Sahara Super 20 Fund (G) Not Ranked
0.73 0.1 0.7 21.0 35.7 16.4 13.2 7.9
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.22 1.0 5.3 23.4 35.7 20.7 17.2 9.9
IDFC Equity Fund - Direct (G) Not Ranked
1.16 0.8 4.2 21.4 35.0 -- -- --
IDFC Equity Fund - Regular Plan (G) Rank 4
293.58 0.8 4.1 21.1 34.3 19.3 17.0 10.3
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 0.8 4.1 21.1 34.3 19.3 17.0 10.4
Peerless Equity Fund - Direct (G) Not Ranked
5.71 2.5 6.7 21.9 33.0 -- -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.12 0.6 3.4 19.5 31.9 -- -- --
Peerless Equity Fund (G) Not Ranked
25.84 2.4 6.3 21.2 31.7 19.4 14.6 --
HSBC Dynamic Fund (G) Not Ranked
69.95 0.5 3.2 19.1 31.0 13.0 11.6 7.7
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.58 1.6 5.2 18.8 30.3 -- -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.55 2.5 2.7 17.9 30.1 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
43.18 2.4 2.5 17.5 29.4 16.5 12.1 --
ICICI Pru Top 200 Fund -Inst -I Not Ranked
2.28 -- -- -- -- -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
6.18 1.5 4.9 18.3 29.0 15.2 -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 -0.7 3.3 10.3 22.2 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
34.74 -0.7 3.1 9.7 21.3 12.7 13.2 9.4
Sundaram Equity Plus -Direct (G) Not Ranked
4.67 0.1 3.1 12.5 19.9 -- -- --
Sundaram Equity Plus (G) Not Ranked
75.31 0.1 2.9 11.8 18.9 8.6 7.4 --
ING Large Cap Equity -Direct (G) Not Ranked
0.01 0.2 6.6 6.6 -62.5 -- -- --
UTI Master Plus US - Direct (G) Not Ranked
0.44 -- -- -- -- -- -- --
UTI Master Plus US (G) Rank 4
1,008.95 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
6.46 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
31.89 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
4.54 14.9 26.7 62.7 -- -- -- --
CATEGORY AVERAGE 2.7 6.3 27.5 42.5 11.2 8.7 5.2

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

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