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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 Oct 31, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
SBI Small & Midcap Fund -Direct (G) Not Ranked
13.03 0.6 16.7 50.2 85.7 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
83.42 0.5 16.3 49.4 84.0 -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.14 3.9 11.1 38.9 67.2 -- -- --
Escorts Growth Plan (G) Not Ranked
5.78 3.8 11.0 38.5 66.3 28.7 21.2 14.3
Escorts Leading Sectors -Direct (G) Not Ranked
0.08 3.4 13.0 37.5 60.9 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.45 3.4 12.8 37.1 60.2 29.2 24.5 15.6
Reliance Top 200 - Direct (G) Not Ranked
17.92 6.9 15.3 38.7 57.7 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.16 4.9 13.8 38.5 55.0 -- -- --
Franklin (I) Opport. - Direct (G) Not Ranked
3.06 6.5 17.0 38.4 54.7 -- -- --
Franklin India Oppor. (G) Rank 2
315.07 6.5 16.8 38.2 54.2 28.7 20.6 14.5
JM Multi Strategy Fund (G) Rank 3
143.48 4.9 13.6 38.1 53.9 27.1 19.4 8.5
JM Core 11 Fund -Direct (G) Not Ranked
0.08 8.2 13.6 35.3 53.8 -- -- --
JM Core 11 Fund (G) Not Ranked
39.58 8.2 13.4 34.8 52.6 24.8 19.4 5.5
Kotak Select Focus - Direct (G) Not Ranked
7.74 5.6 15.9 38.1 51.8 -- -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 5.6 11.3 32.8 50.0 -- -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 5.6 11.2 32.4 49.1 26.8 20.2 15.9
L&T Equity Fund -Direct (G) Not Ranked
73.74 4.9 12.6 33.2 48.2 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
26.44 5.3 11.5 32.3 47.6 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
103.00 5.2 13.5 34.5 47.4 -- -- --
L&T Equity Fund (G) Rank 2
2,255.83 4.9 12.4 32.8 47.3 26.0 19.1 16.8
SBI Blue Chip Fund - Direct (G) Not Ranked
37.82 4.3 12.7 33.7 47.2 -- -- --
UTI Equity Fund (G) Rank 1
3,275.59 5.2 13.4 34.3 47.0 27.2 22.4 17.8
SBI Blue Chip Fund (G) Rank 1
1,032.19 4.3 12.5 33.3 46.4 28.3 24.4 15.6
Birla Sun Life Top 100 (G) Rank 1
691.15 5.2 11.2 31.7 46.4 29.6 23.7 17.8
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.99 3.3 11.7 37.5 45.6 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
5.89 5.6 14.7 35.2 44.7 -- -- --
Principal Large Cap - Direct (G) Not Ranked
8.46 5.5 11.0 29.7 44.7 -- -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
25.42 5.9 13.3 32.6 44.7 -- -- --
BNP Paribas Equity Fund (G) Rank 1
372.22 3.2 11.4 37.0 44.4 29.8 22.7 17.2
Birla SL Frontline Eqty-Direct (G) Not Ranked
349.18 5.0 11.2 30.7 44.1 -- -- --
Principal Large Cap Fund (G) Rank 3
300.51 5.5 10.9 29.4 44.0 24.7 20.2 14.7
Kotak Opportunities Fund (G) Rank 2
638.18 5.6 14.5 34.8 43.9 26.0 20.7 15.0
Baroda Pioneer Growth (G) Rank 3
227.62 5.8 13.1 32.1 43.5 24.3 16.7 10.8
JPMorgan India Equity - Direct (G) Not Ranked
3.10 4.7 11.9 32.2 43.3 -- -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
47.74 5.3 11.1 30.0 43.2 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
1.40 5.4 13.2 30.8 43.0 -- -- --
Birla SL Frontline Equity (G) Rank 2
6,054.47 5.0 10.9 30.1 42.9 28.3 22.8 16.8
Tata Equity Opp. Fund - Direct (G) Not Ranked
4.78 3.6 11.9 31.7 42.8 -- -- --
ICICI Pru Top 100 Fund (G) Rank 3
1,012.25 5.3 10.9 29.5 42.2 28.0 23.1 17.0
ICICI Pru Target Returns - RP (G) Not Ranked
61.35 5.3 13.0 30.4 42.0 27.1 20.9 15.8
L&T India Large Cap - Direct (G) Not Ranked
16.04 5.0 12.2 31.6 42.0 -- -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 5.8 12.2 31.1 41.9 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 5.8 12.2 31.1 41.9 28.6 22.1 19.4
Tata Equity Opp. Fund (G) Rank 2
494.89 3.6 11.7 31.3 41.8 26.8 21.4 15.2
BOI AXA Equity Fund - Direct (G) Not Ranked
0.93 4.2 12.2 31.1 41.6 -- -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.79 4.4 11.6 29.7 41.6 -- -- --
UTI Opportunities Fund - Direct (G) Not Ranked
273.51 4.0 12.0 32.5 41.4 -- -- --
JPMorgan India Equity Fund (G) Rank 3
212.82 4.6 11.6 30.9 41.2 23.9 18.0 15.5
BOI AXA Equity Fund-Eco (G) Not Ranked
5.39 4.2 12.2 30.9 41.1 25.0 18.7 12.7
L&T India Large Cap Fund (G) Rank 3
321.10 4.9 12.0 31.2 41.1 24.9 17.9 16.1
Reliance Focused Large Cap-Dir (G) Not Ranked
10.47 5.8 11.0 25.8 41.1 -- -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
1.88 4.2 10.1 29.0 40.9 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
4.64 4.3 12.0 30.7 40.8 -- -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 5.7 12.0 30.6 40.8 27.3 21.0 18.4
UTI Dividend Yield Fund (G) Rank 5
3,126.94 4.4 11.4 29.3 40.8 20.1 14.9 14.7
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.17 4.2 12.8 32.4 40.6 -- -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
2.14 4.8 12.8 32.6 40.6 -- -- --
UTI Top 100 Fund (G) Rank 3
649.44 4.3 11.9 30.5 40.5 22.5 18.1 14.1
Sahara Growth Fund - Direct (G) Not Ranked
0.67 4.7 5.3 27.4 40.3 -- -- --
UTI Mastershare - Direct (G) Not Ranked
27.88 4.6 11.2 30.5 40.3 -- -- --
UTI Opportunities Fund (G) Rank 2
4,428.25 3.9 11.8 32.0 40.3 23.8 20.2 17.7
Reliance Focused Large Cap - RP (G) Rank 4
1,087.77 5.7 10.9 25.3 40.2 24.6 21.6 10.0
BOI AXA Equity Fund -RP (G) Rank 2
196.16 4.1 11.9 30.4 40.2 24.1 18.0 12.2
Union KBC Equity Fund - Direct (G) Not Ranked
4.30 5.7 9.0 28.2 40.2 -- -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
UTI Mastershare (G) Rank 3
2,750.95 4.6 11.1 30.2 39.8 23.6 17.9 14.6
LIC NOMURA Equity Fund (G) Rank 4
304.48 4.1 9.9 28.1 39.8 22.9 17.4 12.2
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 4.8 12.6 32.1 39.6 26.0 18.9 12.8
DWS Alpha Equity Fund -RP (G) Not Ranked
63.12 4.8 12.6 32.1 39.5 26.1 18.9 12.8
Sahara Growth Fund (G) Not Ranked
6.93 4.6 5.0 26.8 39.4 19.5 16.5 11.3
Union KBC Equity Fund (G) Rank 3
117.29 5.7 8.8 27.9 39.3 23.9 18.5 --
Axis Equity Fund - Direct (G) Not Ranked
26.59 5.2 11.6 28.9 39.1 -- -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 5.1 11.6 29.0 39.1 -- -- --
Religare Invesco Bus-Leaders (G) Not Ranked
21.82 4.0 12.4 31.6 39.1 24.7 18.5 14.2
Can Robeco Equity Div. - Direct (G) Not Ranked
12.79 4.3 10.1 28.9 39.1 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
72.64 5.2 12.1 29.1 38.7 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.85 4.2 12.3 30.1 38.7 -- -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Edelweiss Equity Enhancer -A (G) Not Ranked
0.20 5.0 11.5 28.8 38.6 20.9 15.1 12.5
Edelweiss Equity Enhancer -B (G) Not Ranked
0.18 5.0 11.5 28.8 38.5 20.8 15.1 12.3
Can Robeco Equity Divers (G) Rank 3
722.14 4.3 9.9 28.6 38.5 22.3 19.2 16.7
Kotak 50 - Direct (G) Not Ranked
6.72 5.8 13.4 30.7 38.0 -- -- --
SBI Magnum Equity Fund (G) Rank 4
1,120.17 5.1 12.0 28.8 38.0 24.1 19.0 15.2
Taurus Bonanza Fund -Direct (G) Not Ranked
0.01 4.4 10.3 27.6 37.9 -- -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
95.32 4.1 12.1 29.6 37.8 23.9 -- --
Taurus Bonanza Fund (G) Not Ranked
24.82 4.4 10.3 27.5 37.7 18.3 13.6 11.2
Axis Equity Fund (G) Rank 3
1,025.15 5.1 11.2 28.0 37.5 27.8 22.2 --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.82 3.5 10.8 30.4 37.5 -- -- --
HDFC Index - Sensex Plus - Direct Not Ranked
22.47 5.2 10.0 29.1 37.4 -- -- --
Kotak 50 (G) Rank 4
657.37 5.7 13.2 30.2 37.2 24.0 18.0 13.4
DSP-BR Top 100 Equity - IP (G) Not Ranked
79.55 5.2 10.7 30.1 37.1 22.6 17.6 14.1
DSP-BR Top 100 Equity - Direct (G) Not Ranked
348.65 5.2 10.7 30.1 37.1 -- -- --
UTI Leadership Equity - Direct (G) Not Ranked
1.94 4.3 11.4 27.0 36.9 -- -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
40.81 3.4 10.6 30.1 36.9 24.9 20.5 15.7
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.61 3.5 10.7 30.1 36.9 24.9 20.5 15.5
HDFC Index - Sensex Plus Plan Rank 3
88.95 5.1 9.9 28.9 36.9 23.0 18.3 14.7
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.98 3.4 10.6 30.1 36.9 24.9 20.5 15.8
Franklin (I) Bluechip - Direct (G) Not Ranked
728.14 5.8 11.8 29.0 36.8 -- -- --
UTI Leadership Equity Fund (G) Rank 3
1,582.49 4.3 11.3 26.8 36.5 23.8 19.2 13.4
DSP-BR Top 100 Equity - RP (G) Rank 5
2,874.31 5.2 10.5 29.8 36.4 21.9 17.0 13.5
Reliance Quant Plus - Direct (G) Not Ranked
2.46 4.3 8.9 27.1 36.1 -- -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
1.07 2.5 11.5 26.5 36.0 -- -- --
Sundaram Select Focus -Direct (G) Not Ranked
2.85 4.4 9.8 27.9 36.0 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
0.17 4.4 9.8 27.8 35.7 21.5 15.8 11.6
Franklin India Bluechip (G) Rank 5
4,591.15 5.8 11.6 28.5 35.7 22.2 16.9 15.1
Sundaram Growth Fund -Direct (G) Not Ranked
1.73 4.2 10.0 25.8 35.3 -- -- --
HSBC Equity Fund - Direct (G) Not Ranked
146.57 5.1 7.5 23.8 35.2 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
73.45 2.4 11.2 26.1 35.1 22.0 17.2 12.3
Sundaram Select Focus - RP (G) Rank 4
443.36 4.3 9.7 27.4 35.1 21.0 15.2 11.0
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.37 4.8 10.7 26.6 34.4 -- -- --
Sundaram Growth Fund - RP (G) Rank 4
178.14 4.1 9.9 25.4 34.3 18.3 14.5 11.1
HSBC Equity Fund (G) Rank 5
473.49 5.1 7.3 23.4 34.2 19.9 15.4 11.2
Reliance Quant Plus - RP (G) Not Ranked
38.03 4.2 8.7 25.2 33.7 20.9 16.4 13.8
Tata Pure Equity Fund - Direct (G) Not Ranked
17.46 2.9 9.5 26.3 33.7 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
120.56 4.7 10.5 26.0 33.4 21.4 18.3 --
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.95 3.8 9.4 26.3 33.3 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.10 4.0 9.3 25.0 33.3 -- -- --
IDFC Imperial Equity - Direct (G) Not Ranked
12.56 5.2 11.0 26.2 33.3 -- -- --
Tata Pure Equity Fund (G) Rank 3
703.16 2.8 9.3 25.9 32.8 21.5 18.1 14.2
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.56 4.0 9.2 24.6 32.7 22.9 17.4 12.6
Axis Focused 25 Fund - Direct (G) Not Ranked
0.88 3.6 10.4 26.4 32.7 -- -- --
IDFC Imperial Equity - Plan B (G) Not Ranked
4.86 5.2 10.9 25.8 32.6 19.3 13.7 11.0
IDFC Imperial Equity - Regular (G) Rank 4
126.41 5.2 10.9 25.8 32.6 19.3 13.7 11.0
UTI India Lifestyle Fund(G) Rank 3
317.52 3.7 9.2 25.9 32.5 21.0 17.8 16.6
IDFC Equity Fund - Direct (G) Not Ranked
1.52 4.9 10.1 24.3 31.9 -- -- --
Axis Focused 25 Fund (G) Not Ranked
129.54 3.4 10.1 25.5 31.3 21.5 -- --
IDFC Equity Fund - Regular Plan (G) Rank 3
307.03 4.9 9.9 24.0 31.2 21.5 17.3 13.4
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 4.9 9.9 24.0 31.2 21.5 17.3 13.5
Sahara Super 20 Fund -Direct (G) Not Ranked
0.05 4.3 6.2 23.4 30.5 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.72 4.2 6.1 23.2 30.0 17.3 12.7 10.3
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.74 5.0 10.9 20.4 28.4 -- -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.13 3.1 6.1 18.9 28.0 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
50.75 4.9 10.8 20.2 27.8 18.2 13.3 --
HSBC Dynamic Fund (G) Not Ranked
68.40 3.1 5.9 18.5 27.1 14.2 11.5 9.1
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
1.11 4.5 8.7 20.8 26.8 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.63 3.0 8.1 20.6 26.6 -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
7.24 4.4 8.5 20.1 25.5 16.9 -- --
Peerless Equity Fund (G) Not Ranked
29.46 2.8 7.7 19.8 25.3 17.9 14.7 --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 7.4 4.7 9.6 16.7 -- -- --
Sundaram Equity Plus -Direct (G) Not Ranked
4.54 1.9 5.5 11.9 16.0 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
33.83 7.3 4.5 9.1 15.7 12.5 12.3 10.7
Sundaram Equity Plus (G) Not Ranked
67.52 1.9 5.3 11.9 15.0 10.4 7.9 --
Motilal MOSt Shares M50 ETF Not Ranked
33.10 -27.3 -26.4 -13.2 -7.8 1.2 3.9 --
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 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (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 -- -- -- -- -- -- --
CATEGORY AVERAGE 4.3 10.5 28.3 38.8 11.8 8.9 6.2

Note : Returns have been calculated based on NAV's as on Oct 31, 2014 & Index values as on Oct 31, 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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