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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 Aug 28, 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 4.4 17.6 50.3 86.2 -- -- --
Escorts Growth Plan (G) Not Ranked
3.72 4.4 17.5 49.9 85.2 34.3 20.1 12.0
JM Core 11 Fund -Direct (G) Not Ranked
0.07 5.0 10.9 42.7 81.6 -- -- --
JM Core 11 Fund (G) Not Ranked
36.48 4.9 10.7 42.1 80.1 29.3 18.6 3.2
JM Multi Strategy Fund -Direct (G) Not Ranked
0.13 4.2 13.5 43.8 73.0 -- -- --
JM Multi Strategy Fund (G) Rank 3
133.55 4.1 13.3 43.3 71.8 29.0 18.6 6.7
Escorts Leading Sectors -Direct (G) Not Ranked
0.07 7.2 21.4 47.1 70.8 -- -- --
Franklin (I) Opport. - Direct (G) Not Ranked
2.31 6.0 16.0 41.6 70.5 -- -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 4.2 9.8 41.1 70.2 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.06 7.1 21.2 46.6 70.1 35.5 23.1 13.7
Franklin India Oppor. (G) Rank 3
284.83 5.9 15.9 41.5 70.0 27.9 18.8 12.4
HDFC Top 200 Fund (G) Rank 3
11,265.42 4.2 9.6 40.8 69.3 29.0 20.0 15.3
Reliance Top 200 - Direct (G) Not Ranked
13.88 4.0 12.2 38.1 67.1 -- -- --
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.88 3.0 12.1 38.5 67.0 -- -- --
Birla SL Long Term Advan. (G) Rank 1
141.34 3.0 12.0 38.1 65.9 30.7 21.2 15.9
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
7.13 3.5 12.4 38.5 63.7 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
16.05 2.8 9.9 36.3 63.6 -- -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
27.04 4.1 15.0 33.4 62.8 -- -- --
ICICI Pru Top 200 Fund (G) Rank 2
520.75 3.4 12.2 38.1 62.7 29.2 21.5 15.0
Kotak Select Focus - Direct (G) Not Ranked
3.91 5.3 13.6 37.2 62.6 -- -- --
Birla Sun Life Top 100 (G) Rank 1
474.81 2.7 9.6 35.7 62.3 30.7 22.7 16.1
SBI Blue Chip Fund (G) Rank 2
903.54 4.0 14.8 33.0 61.9 28.9 23.1 13.6
L&T Equity Fund -Direct (G) Not Ranked
33.51 3.8 11.9 38.1 61.3 -- -- --
Sahara Growth Fund - Direct (G) Not Ranked
0.15 0.8 8.6 35.1 60.6 -- -- --
L&T Equity Fund (G) Rank 2
2,089.70 3.8 11.8 37.6 60.3 25.5 18.6 15.9
ING Core Equity Fund -Direct (G) Not Ranked
0.92 1.8 9.8 36.2 60.0 -- -- --
Sahara Growth Fund (G) Not Ranked
8.13 0.7 8.5 34.8 59.9 23.1 17.1 10.8
SBI Small & Midcap Fund (G) Not Ranked
48.74 5.2 25.4 54.7 -- -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
235.50 2.9 10.7 34.8 58.9 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
55.81 4.1 13.5 35.1 58.9 -- -- --
Quantum Long-Term Equity (G) Rank 1
272.92 3.4 11.1 32.8 58.7 27.4 21.9 18.4
UTI Equity Fund (G) Rank 2
2,848.13 4.0 13.4 34.9 58.5 27.1 21.3 16.7
ING Core Equity Fund (G) Not Ranked
61.15 1.7 9.5 35.5 58.4 24.1 17.9 13.2
Reliance Focused Large Cap-Dir (G) Not Ranked
8.53 3.0 8.9 28.2 58.3 -- -- --
Principal Large Cap - Direct (G) Not Ranked
7.34 3.4 9.9 33.0 58.0 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
0.17 4.1 12.4 34.1 57.6 -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.86 3.5 11.5 34.0 57.5 -- -- --
Birla SL Frontline Equity (G) Rank 2
4,803.24 2.8 10.5 34.3 57.5 30.1 22.3 15.7
Reliance Focused Large Cap - RP (G) Rank 3
1,028.19 3.0 8.7 27.7 57.2 27.2 20.8 8.3
Principal Large Cap Fund (G) Rank 3
296.65 3.4 9.8 32.7 57.2 25.0 19.1 14.2
Baroda Pioneer Growth -Direct (G) Not Ranked
22.45 3.3 9.7 33.0 57.0 -- -- --
ICICI Pru Target Returns - RP (G) Not Ranked
62.29 4.2 12.2 33.8 56.7 27.2 20.8 14.3
LIC NOMURA Equity Fund (G) Rank 4
300.06 3.5 11.5 33.2 56.4 23.8 17.5 10.1
Baroda Pioneer Growth (G) Rank 3
201.34 3.2 9.4 32.5 55.7 24.3 15.4 9.0
Motilal MOSt Shares M50 ETF Not Ranked
33.38 0.7 8.5 36.0 55.3 24.3 18.8 --
Kotak 50 - Direct (G) Not Ranked
5.57 4.4 12.9 31.7 55.0 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 2.8 10.3 31.2 55.0 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.48 3.3 14.9 38.9 54.9 -- -- --
Taurus Bonanza Fund (G) Not Ranked
22.68 2.8 10.3 31.1 54.8 21.2 13.5 8.9
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
28.19 2.3 10.1 33.7 54.8 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 3.2 11.6 32.6 54.7 29.0 22.2 18.3
ICICI Pru Top 100 Fund -Inst -I Not Ranked
1.81 -- -- -- -- -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
2.09 2.9 9.8 32.8 54.7 -- -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 3.2 11.6 32.5 54.6 -- -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.39 3.8 13.4 33.2 54.4 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.33 4.7 13.6 31.6 54.3 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
4.76 4.6 13.1 33.9 54.2 -- -- --
Kotak 50 (G) Rank 4
610.98 4.4 12.7 31.3 54.1 23.3 17.1 12.4
SBI Magnum Equity Fund - Direct (G) Not Ranked
61.92 4.4 12.8 32.4 54.0 -- -- --
UTI Mastershare - Direct (G) Not Ranked
21.68 3.2 13.0 32.7 53.8 -- -- --
ICICI Pru Top 100 Fund (G) Rank 2
639.55 2.3 9.9 33.2 53.7 28.0 23.5 15.7
HDFC Index - Sensex Plus - Direct Not Ranked
11.36 3.0 11.2 33.5 53.6 -- -- --
BNP Paribas Equity Fund (G) Rank 1
271.84 3.3 14.6 38.4 53.6 29.6 21.8 15.1
IDBI India Top 100 Equity Fund (G) Not Ranked
76.92 4.7 13.5 31.2 53.4 26.5 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 3.1 11.4 32.0 53.4 27.8 21.2 17.3
Kotak Opportunities Fund (G) Rank 3
592.84 4.5 12.9 33.5 53.4 25.6 19.2 13.2
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
Union KBC Equity Fund - Direct (G) Not Ranked
3.30 0.8 8.6 29.5 53.3 -- -- --
DWS Alpha Equity Fund -RP (G) Not Ranked
55.67 3.7 13.2 32.7 53.3 25.6 18.2 11.2
DWS Alpha Equity Fund -WP (G) Not Ranked
0.11 3.7 13.2 32.7 53.3 25.6 18.2 11.2
SBI Magnum Equity Fund (G) Rank 5
1,052.27 4.4 12.7 32.1 53.2 24.8 18.6 13.9
UTI Mastershare (G) Rank 3
2,476.73 3.2 12.9 32.5 53.2 23.5 17.0 13.4
HDFC Index - Sensex Plus Plan Not Ranked
77.11 3.0 11.1 33.3 53.2 24.1 18.8 14.2
UTI Opportunities Fund - Direct (G) Not Ranked
189.98 3.3 12.5 31.9 53.0 -- -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
45.03 3.3 10.2 32.4 53.0 -- -- --
Sundaram Select Focus -Direct (G) Not Ranked
2.26 3.1 9.2 30.4 52.8 -- -- --
UTI Leadership Equity - Direct (G) Not Ranked
0.95 4.1 11.7 29.7 52.7 -- -- --
JPMorgan India Equity Fund (G) Rank 3
203.37 2.8 9.6 31.7 52.5 23.9 17.0 13.9
Sundaram Select Focus - IP (G) Not Ranked
12.14 3.1 9.1 30.0 52.4 22.8 15.8 --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Union KBC Equity Fund (G) Rank 2
111.69 0.8 8.5 29.2 52.4 25.1 18.3 --
HSBC Equity Fund - Direct (G) Not Ranked
73.16 2.1 7.6 30.3 52.4 -- -- --
UTI Leadership Equity Fund (G) Rank 3
570.14 4.1 11.6 29.5 52.2 25.5 18.6 12.3
UTI Dividend Yield Fund (G) Rank 4
2,998.72 3.2 10.0 32.0 52.1 20.2 14.0 14.5
Can Robeco Equity Div. - Direct (G) Not Ranked
8.42 3.2 10.0 33.6 52.0 -- -- --
Sundaram Select Focus - RP (G) Rank 4
434.58 3.0 8.9 29.7 51.9 22.3 15.2 9.4
L&T India Large Cap - Direct (G) Not Ranked
13.73 3.0 10.4 32.5 51.9 -- -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.12 3.1 15.3 31.6 51.8 -- -- --
Reliance Quant Plus - Direct (G) Not Ranked
1.89 2.5 10.6 30.6 51.8 -- -- --
UTI Opportunities Fund (G) Rank 3
3,911.39 3.2 12.3 31.4 51.8 24.7 19.4 16.6
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.79 4.5 15.6 26.0 51.6 -- -- --
Can Robeco Equity Divers (G) Rank 3
656.74 3.1 9.8 33.3 51.3 24.5 18.6 15.5
UTI Top 100 Fund - Direct (G) Not Ranked
3.60 3.9 13.6 30.4 51.3 -- -- --
HSBC Equity Fund (G) Rank 3
465.18 2.0 7.4 29.8 51.3 22.0 15.5 10.4
ING Large Cap Equity Fund (G) Not Ranked
4.18 2.4 10.2 33.1 51.1 21.7 16.7 11.4
Sundaram Growth Fund -Direct (G) Not Ranked
1.51 2.8 9.9 28.7 50.9 -- -- --
L&T India Large Cap Fund (G) Rank 3
302.66 3.0 10.2 32.0 50.9 23.8 17.3 14.9
UTI Top 100 Fund (G) Rank 3
593.65 3.8 13.5 30.2 50.9 23.0 18.0 12.5
Axis Equity Fund - Direct (G) Not Ranked
15.23 3.1 9.0 31.8 50.8 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
68.14 4.5 15.5 25.6 50.7 23.1 17.3 10.5
DSP-BR Top 100 Equity - IP (G) Not Ranked
77.11 3.0 9.0 32.7 50.6 23.1 17.4 13.5
DSP-BR Top 100 Equity - Direct (G) Not Ranked
201.26 3.0 9.0 32.7 50.6 -- -- --
ING Retireinvest-Sr I (G) Not Ranked
1.43 1.3 11.6 27.8 50.5 20.3 14.6 9.9
Religare Invesco Bus-Leaders (G) Not Ranked
20.37 3.0 15.0 30.8 50.2 24.7 18.0 12.7
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 2.3 11.0 28.0 50.1 -- -- --
Sundaram Growth Fund - RP (G) Rank 4
173.77 2.8 9.6 28.0 49.9 20.3 14.4 9.5
Franklin (I) Bluechip - Direct (G) Not Ranked
763.27 2.8 10.9 30.1 49.9 -- -- --
Edelweiss Equity Enhancer -A (G) Not Ranked
0.16 2.2 10.9 27.8 49.9 17.1 14.7 10.4
DSP-BR Top 100 Equity - RP (G) Rank 5
2,716.56 2.9 8.9 32.4 49.8 22.4 16.8 12.9
Edelweiss Equity Enhancer -B (G) Not Ranked
0.16 2.2 10.9 27.7 49.8 17.0 14.7 10.3
Axis Equity Fund (G) Rank 2
796.79 3.1 8.7 30.9 49.4 28.2 21.1 --
Reliance Quant Plus - RP (G) Not Ranked
37.46 2.4 10.4 28.7 49.1 23.0 17.5 12.5
Franklin India Bluechip (G) Rank 5
4,274.96 2.7 10.7 29.7 48.8 22.0 16.6 13.7
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.71 2.4 11.7 29.4 48.8 -- -- --
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.90 2.4 11.6 29.2 48.2 25.1 19.7 14.5
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.56 2.4 11.6 29.2 48.2 25.1 19.1 14.2
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
29.14 2.4 11.6 29.2 48.2 25.1 19.7 14.4
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.38 3.5 12.1 29.6 47.7 -- -- --
IDFC Equity Fund - Direct (G) Not Ranked
1.16 2.9 11.2 26.8 47.6 -- -- --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.03 0.2 6.1 25.4 47.6 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.73 0.2 6.0 25.2 47.1 19.5 13.9 8.7
UTI India Lifestyle Fund(G) Rank 3
303.56 3.5 11.9 29.2 46.9 23.2 17.3 16.5
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 2.9 11.1 26.5 46.9 23.0 18.1 11.9
IDFC Equity Fund - Regular Plan (G) Rank 4
293.58 2.9 11.0 26.5 46.8 23.0 18.1 11.9
Axis Focused 25 Fund - Direct (G) Not Ranked
0.60 2.8 11.7 27.7 46.7 -- -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
12.44 2.9 10.7 27.8 46.6 -- -- --
IDFC Imperial Equity - Direct (G) Not Ranked
10.11 3.7 10.3 26.5 45.9 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.07 2.5 11.8 28.4 45.9 -- -- --
Tata Pure Equity Fund (G) Rank 4
648.70 2.8 10.5 27.4 45.6 21.9 18.2 13.6
IDFC Imperial Equity - Plan B (G) Not Ranked
6.04 3.6 10.1 26.3 45.2 20.0 13.3 9.7
Axis Focused 25 Fund (G) Not Ranked
114.09 2.7 11.3 27.0 45.2 22.8 -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.22 2.5 11.6 28.0 45.2 24.2 18.1 11.1
IDFC Imperial Equity - Regular (G) Rank 5
125.93 3.6 10.1 26.3 45.2 20.0 13.3 9.7
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.18 3.2 9.6 30.5 45.0 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
109.84 3.2 9.4 30.2 44.1 22.4 17.7 --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.58 2.9 10.1 24.0 41.8 -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
6.18 2.8 9.8 23.4 40.4 19.2 -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.12 1.9 7.3 23.7 40.1 -- -- --
HSBC Dynamic Fund (G) Not Ranked
69.95 1.8 7.1 23.3 39.2 16.4 12.2 8.6
Peerless Equity Fund - Direct (G) Not Ranked
5.71 3.0 11.0 23.8 38.7 -- -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.55 2.3 6.5 20.5 38.5 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
43.18 2.4 6.4 20.3 37.8 19.1 12.3 --
Peerless Equity Fund (G) Not Ranked
25.84 3.0 10.6 23.1 37.4 21.6 -- --
ICICI Pru Top 200 Fund -Inst -I Not Ranked
2.28 -- -- -- -- -- -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 1.3 10.1 8.7 29.8 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
34.74 1.2 9.9 8.2 28.9 14.5 14.2 11.3
Sundaram Equity Plus -Direct (G) Not Ranked
4.67 2.2 8.5 15.4 24.0 -- -- --
Sundaram Equity Plus (G) Not Ranked
75.31 2.2 8.7 14.6 23.0 11.6 8.2 --
UTI Master Plus US - Direct (G) Not Ranked
0.44 -- -- -- -- -- -- --
ING Large Cap Equity -Direct (G) Not Ranked
0.01 2.6 7.1 -64.5 -59.6 -- -- --
UTI Master Plus US (G) Rank 4
1,008.95 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
6.46 3.8 16.1 25.1 -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
31.89 3.7 16.0 24.8 -- -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
4.54 5.3 25.7 55.3 -- -- -- --
CATEGORY AVERAGE 3.1 10.9 29.8 49.1 12.0 8.4 5.4

Note : Returns have been calculated based on NAV's as on Aug 28, 2014 & Index values as on Aug 28, 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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