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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 Nov 28, 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 8.4 16.5 48.7 102.6 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
83.42 8.3 16.1 47.9 100.7 -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.14 4.9 8.5 28.6 74.4 -- -- --
Escorts Growth Plan (G) Not Ranked
5.78 4.8 8.4 28.3 73.5 27.9 27.0 12.6
Escorts Leading Sectors -Direct (G) Not Ranked
0.08 9.4 11.1 36.1 71.5 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.45 9.4 11.0 35.6 70.5 27.8 33.0 15.0
Reliance Top 200 - Direct (G) Not Ranked
17.92 8.4 13.2 29.0 67.4 -- -- --
Kotak Select Focus - Direct (G) Not Ranked
7.74 9.2 13.7 31.3 64.5 -- -- --
Franklin (I) Opport. - Direct (G) Not Ranked
3.06 8.1 12.5 32.8 63.6 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.16 8.0 11.2 28.4 63.3 -- -- --
Franklin India Oppor. (G) Rank 2
315.07 8.0 12.4 32.5 63.1 29.3 25.8 13.6
JM Multi Strategy Fund (G) Rank 3
143.48 7.9 11.0 27.9 62.1 27.7 25.0 8.0
JM Core 11 Fund -Direct (G) Not Ranked
0.08 7.8 8.9 23.4 58.7 -- -- --
JM Core 11 Fund (G) Not Ranked
39.58 7.7 8.8 23.0 57.5 26.2 26.0 5.1
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 7.5 8.7 21.2 57.2 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
73.74 7.3 10.3 24.9 57.0 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
26.44 8.1 10.6 23.3 56.9 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
5.89 8.1 12.2 28.9 56.5 -- -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 7.4 8.6 20.9 56.3 27.6 25.6 15.1
L&T Equity Fund (G) Rank 2
2,255.83 7.2 10.1 24.5 56.0 26.8 24.0 15.6
UTI Equity Fund - Direct (G) Not Ranked
103.00 6.8 10.5 26.9 55.8 -- -- --
Birla Sun Life Top 100 (G) Rank 1
691.15 8.0 10.4 22.7 55.7 30.1 29.1 16.6
Kotak Opportunities Fund (G) Rank 2
638.18 8.1 12.1 28.5 55.6 26.9 25.6 14.2
UTI Equity Fund (G) Rank 1
3,275.59 6.7 10.4 26.7 55.3 28.0 26.8 16.4
SBI Blue Chip Fund - Direct (G) Not Ranked
37.82 6.5 9.5 27.3 54.2 -- -- --
SBI Blue Chip Fund (G) Rank 1
1,032.19 6.4 9.3 26.9 53.3 27.8 28.6 14.4
Baroda Pioneer Growth -Direct (G) Not Ranked
25.42 7.3 11.1 23.7 52.9 -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
349.18 7.9 9.8 23.3 52.9 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.99 5.4 9.1 26.4 52.8 -- -- --
Tata Equity Opp. Fund - Direct (G) Not Ranked
4.78 7.5 9.8 26.1 52.7 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
3.10 8.3 10.7 23.5 52.5 -- -- --
Principal Large Cap - Direct (G) Not Ranked
8.46 6.6 8.1 20.5 52.1 -- -- --
Birla SL Frontline Equity (G) Rank 2
6,054.47 7.8 9.5 22.7 51.7 28.5 27.9 15.7
Baroda Pioneer Growth (G) Rank 3
227.62 7.2 10.9 23.2 51.7 25.4 21.9 9.6
Tata Equity Opp. Fund (G) Rank 2
494.89 7.4 9.6 25.7 51.7 26.8 26.2 13.6
L&T India Large Cap - Direct (G) Not Ranked
16.04 7.2 10.2 23.6 51.6 -- -- --
BNP Paribas Equity Fund (G) Rank 1
372.22 5.3 8.8 25.8 51.5 28.3 26.9 16.1
Principal Large Cap Fund (G) Rank 3
300.51 6.5 7.9 20.2 51.3 24.4 24.4 13.6
L&T India Large Cap Fund (G) Rank 3
321.10 7.2 10.1 23.2 50.6 25.7 22.8 14.9
JPMorgan India Equity Fund (G) Rank 3
212.82 8.2 10.4 22.8 50.4 25.1 23.4 14.4
DWS Alpha Equity Fund -Direct (G) Not Ranked
2.14 7.0 9.8 25.6 50.3 -- -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.79 6.7 9.4 22.4 50.2 -- -- --
UTI Mastershare - Direct (G) Not Ranked
27.88 7.6 9.9 25.5 49.8 -- -- --
UTI Opportunities Fund - Direct (G) Not Ranked
273.51 5.9 8.8 24.3 49.8 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
4.64 7.4 9.6 26.0 49.8 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
1.40 6.5 9.0 24.4 49.8 -- -- --
Axis Equity Fund - Direct (G) Not Ranked
26.59 8.4 11.5 23.3 49.7 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
72.64 8.2 9.5 25.0 49.7 -- -- --
UTI Dividend Yield Fund (G) Rank 5
3,126.94 6.6 9.3 22.0 49.4 21.7 19.2 13.5
UTI Top 100 Fund (G) Rank 3
649.44 7.4 9.6 25.9 49.4 23.7 22.7 12.8
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
BOI AXA Equity Fund - Direct (G) Not Ranked
0.93 6.3 8.0 24.8 49.2 -- -- --
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 7.0 9.7 25.2 49.2 26.7 23.3 11.9
UTI Mastershare (G) Rank 3
2,750.95 7.5 9.7 25.3 49.2 24.6 22.7 13.7
DWS Alpha Equity Fund -RP (G) Not Ranked
63.12 7.0 9.6 25.2 49.2 26.7 23.3 11.9
LIC NOMURA Equity Fund -Direct (G) Not Ranked
1.88 7.9 9.4 23.3 49.2 -- -- --
SBI Magnum Equity Fund (G) Rank 4
1,120.17 8.1 9.3 24.6 48.9 24.0 23.9 14.5
ICICI Pru Target Returns - RP (G) Not Ranked
61.35 6.4 8.7 23.9 48.8 27.2 25.5 14.5
BOI AXA Equity Fund-Eco (G) Not Ranked
5.39 6.3 7.9 24.6 48.7 25.2 23.5 10.8
UTI Opportunities Fund (G) Rank 2
4,428.25 5.8 8.6 23.8 48.6 24.1 23.8 16.1
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 6.3 9.1 23.4 48.6 -- -- --
Can Robeco Equity Div. - Direct (G) Not Ranked
12.79 7.4 8.4 20.8 48.6 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 6.3 9.1 23.4 48.5 28.2 26.4 18.1
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
Kotak 50 - Direct (G) Not Ranked
6.72 7.3 9.6 25.1 48.2 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.85 8.2 9.7 26.0 48.0 -- -- --
LIC NOMURA Equity Fund (G) Rank 4
304.48 7.8 9.1 23.0 47.9 23.8 23.2 11.3
Can Robeco Equity Divers (G) Rank 3
722.14 7.4 8.2 20.5 47.9 23.2 23.7 15.8
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
47.74 5.2 8.2 20.7 47.9 -- -- --
Axis Equity Fund (G) Rank 3
1,025.15 8.2 11.0 22.4 47.8 28.9 27.7 --
BOI AXA Equity Fund -RP (G) Rank 2
196.16 6.2 7.8 24.2 47.7 24.4 22.8 10.3
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.17 6.7 9.6 27.7 47.7 -- -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 6.3 8.9 22.9 47.4 27.0 25.3 17.2
Kotak 50 (G) Rank 4
657.37 7.3 9.4 24.7 47.2 23.7 22.4 12.4
IDBI India Top 100 Equity Fund (G) Not Ranked
95.32 8.1 9.5 25.7 47.1 25.1 -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
1.07 8.7 10.3 28.6 46.9 -- -- --
ICICI Pru Top 100 Fund (G) Rank 3
1,012.25 5.2 8.0 20.3 46.8 27.8 26.6 15.6
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Union KBC Equity Fund - Direct (G) Not Ranked
4.30 6.4 8.7 19.4 46.5 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
79.55 6.4 6.5 18.4 46.3 21.7 22.1 12.9
DSP-BR Top 100 Equity - Direct (G) Not Ranked
348.65 6.4 6.5 18.4 46.3 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
0.01 7.2 8.5 21.3 46.2 -- -- --
UTI Leadership Equity - Direct (G) Not Ranked
1.94 6.8 7.7 22.0 46.2 -- -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 6.5 10.0 23.5 46.1 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
10.47 6.2 7.1 18.9 46.1 -- -- --
Taurus Bonanza Fund (G) Not Ranked
24.82 7.2 8.5 21.2 46.0 19.3 18.2 10.0
LIC NOMURA Growth Fund (G) Not Ranked
73.45 8.6 10.0 28.1 45.9 23.4 23.1 11.7
UTI Leadership Equity Fund (G) Rank 3
1,582.49 6.8 7.6 21.8 45.8 24.5 23.8 12.2
Religare Invesco Bus-Leaders (G) Not Ranked
21.82 6.6 9.2 26.9 45.8 24.7 23.3 12.9
DSP-BR Top 100 Equity - RP (G) Rank 5
2,874.31 6.4 6.4 18.0 45.6 21.0 21.4 12.4
Union KBC Equity Fund (G) Rank 3
117.29 6.3 8.5 19.0 45.5 23.8 23.0 --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.18 6.5 9.9 23.3 45.5 22.2 20.1 10.9
Edelweiss Equity Enhancer -A (G) Not Ranked
0.20 6.5 9.9 23.3 45.5 22.2 20.2 11.1
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.82 7.0 9.4 23.4 45.2 -- -- --
Reliance Focused Large Cap - RP (G) Rank 4
1,087.77 6.1 7.0 18.5 45.0 24.1 26.1 9.2
Sahara Growth Fund - Direct (G) Not Ranked
0.67 4.5 3.4 14.1 44.8 -- -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
728.14 6.6 9.7 23.4 44.8 -- -- --
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.61 7.0 9.3 23.1 44.6 25.2 25.0 14.3
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
40.81 6.9 9.3 23.2 44.6 25.3 25.0 14.6
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.98 7.0 9.3 23.1 44.6 25.2 25.0 14.6
HDFC Index - Sensex Plus - Direct Not Ranked
22.47 5.9 6.8 19.9 44.5 -- -- --
HDFC Index - Sensex Plus Plan Rank 3
88.95 5.9 6.8 19.7 44.1 23.4 22.8 13.4
Sahara Growth Fund (G) Not Ranked
6.93 4.4 3.1 13.5 43.8 20.0 20.6 10.3
Franklin India Bluechip (G) Rank 5
4,591.15 6.5 9.5 22.8 43.7 22.3 21.3 14.1
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.37 6.5 7.6 19.6 42.9 -- -- --
HSBC Equity Fund - Direct (G) Not Ranked
146.57 6.7 5.3 15.1 42.9 -- -- --
Reliance Quant Plus - Direct (G) Not Ranked
2.46 6.0 5.8 18.2 42.7 -- -- --
Sundaram Select Focus -Direct (G) Not Ranked
2.85 6.4 6.2 17.5 42.4 -- -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
0.88 8.2 10.4 24.7 42.3 -- -- --
Sundaram Growth Fund -Direct (G) Not Ranked
1.73 7.0 7.5 19.7 42.2 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
0.17 6.4 6.2 17.4 42.0 21.8 19.6 9.9
Canara Robeco Large Cap+ (G) Rank 2
120.56 6.3 7.4 19.0 41.9 21.8 22.2 --
HSBC Equity Fund (G) Rank 5
473.49 6.7 5.2 14.7 41.9 20.5 19.5 10.4
Tata Pure Equity Fund - Direct (G) Not Ranked
17.46 6.4 6.8 19.9 41.7 -- -- --
Sundaram Select Focus - RP (G) Rank 4
443.36 6.3 6.1 17.1 41.4 21.3 19.0 9.3
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.95 7.1 7.3 21.3 41.3 -- -- --
Sundaram Growth Fund - RP (G) Rank 4
178.14 6.9 7.4 19.2 41.2 19.0 18.8 9.6
Axis Focused 25 Fund (G) Not Ranked
129.54 8.2 10.1 23.9 40.8 23.3 -- --
Tata Pure Equity Fund (G) Rank 3
703.16 6.3 6.7 19.6 40.7 21.8 22.4 12.8
UTI India Lifestyle Fund(G) Rank 3
317.52 7.0 7.1 20.9 40.4 21.4 22.0 15.6
Reliance Quant Plus - RP (G) Not Ranked
38.03 6.0 5.6 17.8 40.1 21.3 21.3 12.5
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.10 6.0 6.4 19.9 39.4 -- -- --
IDFC Imperial Equity - Direct (G) Not Ranked
12.56 6.2 7.1 19.2 39.0 -- -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.56 5.9 6.3 19.6 38.6 22.8 21.9 11.2
IDFC Equity Fund - Direct (G) Not Ranked
1.52 5.9 6.5 19.4 38.4 -- -- --
IDFC Imperial Equity - Regular (G) Rank 4
126.41 6.1 7.0 18.8 38.3 19.0 17.6 10.0
IDFC Imperial Equity - Plan B (G) Not Ranked
4.86 6.1 7.0 18.8 38.3 19.0 17.6 10.0
IDFC Equity Fund - Regular Plan (G) Rank 3
307.03 5.9 6.3 19.1 37.8 21.3 21.9 11.9
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 5.9 6.4 19.1 37.8 21.3 21.9 12.0
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.74 7.5 9.5 18.1 36.5 -- -- --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.05 5.6 5.6 13.2 36.4 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.72 5.6 5.5 13.0 35.9 18.3 16.9 9.4
Pramerica Large Cap Equity (G) Not Ranked
50.75 7.4 9.3 17.7 35.6 18.5 17.7 --
Motilal MOSt Shares M50 ETF Not Ranked
33.10 6.0 2.5 12.6 35.2 20.6 21.6 --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
1.11 6.3 6.1 18.3 33.8 -- -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.13 3.7 3.7 12.2 32.7 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.63 5.4 4.7 17.9 32.6 -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
7.24 6.2 5.8 17.7 32.4 17.2 -- --
HSBC Dynamic Fund (G) Not Ranked
68.40 3.7 3.5 11.8 31.8 14.2 14.8 7.9
Peerless Equity Fund (G) Not Ranked
29.46 5.2 4.3 17.1 31.1 17.0 18.3 --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 9.1 5.6 18.3 26.9 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
33.83 9.0 5.2 17.5 25.5 14.0 16.3 9.2
Sundaram Equity Plus -Direct (G) Not Ranked
4.54 4.0 2.9 12.7 21.2 -- -- --
Sundaram Equity Plus (G) Not Ranked
67.52 3.9 2.8 12.7 20.1 10.2 10.0 --
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 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
CATEGORY AVERAGE 6.7 8.4 22.2 46.9 12.1 11.2 5.6

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