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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 01, 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 4.5 16.0 51.4 84.2 -- -- --
JM Core 11 Fund -Direct (G) Not Ranked
0.07 7.0 9.8 45.8 84.1 -- -- --
Escorts Growth Plan (G) Not Ranked
3.72 4.5 15.9 51.0 83.2 34.1 19.6 12.2
JM Core 11 Fund (G) Not Ranked
36.48 7.0 9.6 45.2 82.6 31.2 18.0 3.7
JM Multi Strategy Fund -Direct (G) Not Ranked
0.13 6.9 12.8 46.2 71.6 -- -- --
JM Multi Strategy Fund (G) Rank 3
133.55 6.8 12.6 45.7 70.4 30.4 18.2 7.2
Franklin (I) Opport. - Direct (G) Not Ranked
2.31 8.4 15.2 44.1 69.9 -- -- --
Franklin India Oppor. (G) Rank 3
284.83 8.3 15.1 43.9 69.3 29.1 18.6 13.2
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 5.5 9.3 43.3 68.5 -- -- --
HDFC Top 200 Fund (G) Rank 3
11,265.42 5.4 9.1 42.9 67.5 30.2 19.8 15.9
Escorts Leading Sectors -Direct (G) Not Ranked
0.07 7.3 20.9 48.3 67.4 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.06 7.3 20.7 47.9 66.7 35.2 22.7 14.1
Reliance Top 200 - Direct (G) Not Ranked
13.88 5.9 12.2 40.3 65.7 -- -- --
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.88 4.6 11.4 40.4 65.1 -- -- --
Birla SL Long Term Advan. (G) Rank 1
141.34 4.6 11.3 40.0 64.1 31.8 21.0 16.6
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
7.13 5.3 11.5 40.4 62.5 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
16.05 4.7 9.4 38.2 62.3 -- -- --
Kotak Select Focus - Direct (G) Not Ranked
3.91 7.5 13.2 39.5 61.7 -- -- --
ICICI Pru Top 200 Fund (G) Rank 2
520.75 5.2 11.3 39.9 61.6 30.2 21.2 15.7
Birla Sun Life Top 100 (G) Rank 1
474.81 4.6 9.1 37.6 61.0 31.5 22.4 16.8
Sahara Growth Fund - Direct (G) Not Ranked
0.15 2.9 7.0 37.2 60.2 -- -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
27.04 5.9 14.5 34.9 60.1 -- -- --
Sahara Growth Fund (G) Not Ranked
8.13 2.8 6.9 36.9 59.5 24.4 17.1 11.3
L&T Equity Fund -Direct (G) Not Ranked
33.51 5.8 10.9 39.7 59.4 -- -- --
SBI Blue Chip Fund (G) Rank 2
903.54 5.8 14.3 34.5 59.1 29.5 22.7 14.2
ING Core Equity Fund -Direct (G) Not Ranked
0.92 3.5 9.0 37.8 58.6 -- -- --
L&T Equity Fund (G) Rank 2
2,089.70 5.7 10.8 39.2 58.5 26.2 18.2 16.5
SBI Small & Midcap Fund (G) Not Ranked
48.74 6.5 26.8 57.1 -- -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
235.50 4.9 10.2 36.8 57.7 -- -- --
Principal Large Cap - Direct (G) Not Ranked
7.34 4.9 9.5 34.9 57.1 -- -- --
Quantum Long-Term Equity (G) Rank 1
272.92 4.8 10.6 34.4 57.0 28.4 21.5 18.8
ING Core Equity Fund (G) Not Ranked
61.15 3.5 8.8 37.1 57.0 25.0 17.6 13.8
UTI Equity Fund - Direct (G) Not Ranked
55.81 5.9 13.2 36.8 56.9 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
8.53 5.5 8.8 30.6 56.7 -- -- --
UTI Equity Fund (G) Rank 2
2,848.13 5.8 13.1 36.6 56.5 28.2 21.0 17.0
Birla SL Frontline Equity (G) Rank 2
4,803.24 4.8 9.9 36.2 56.3 31.1 22.0 16.3
ICICI Pru Target Returns-Direct (G) Not Ranked
0.17 6.5 12.0 36.2 56.3 -- -- --
Principal Large Cap Fund (G) Rank 3
296.65 4.9 9.4 34.5 56.3 25.9 18.9 14.5
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.86 5.1 10.2 35.5 56.1 -- -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
22.45 5.3 9.2 35.0 55.6 -- -- --
Reliance Focused Large Cap - RP (G) Rank 3
1,028.19 5.5 8.7 30.1 55.6 28.7 20.7 8.9
ICICI Pru Target Returns - RP (G) Not Ranked
62.29 6.5 11.9 35.8 55.3 28.4 20.5 15.0
LIC NOMURA Equity Fund (G) Rank 4
300.06 5.1 10.1 34.7 55.1 24.9 17.0 10.8
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
28.19 4.0 9.4 35.5 54.5 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 5.3 9.7 33.0 54.3 -- -- --
Baroda Pioneer Growth (G) Rank 3
201.34 5.2 9.0 34.4 54.2 25.5 15.2 9.6
Taurus Bonanza Fund (G) Not Ranked
22.68 5.3 9.7 32.9 54.1 22.3 13.1 9.4
Motilal MOSt Shares M50 ETF Not Ranked
33.38 3.1 7.4 37.6 53.9 25.7 18.4 --
JPMorgan India Equity - Direct (G) Not Ranked
2.09 5.4 9.2 34.9 53.7 -- -- --
Kotak 50 - Direct (G) Not Ranked
5.57 6.5 12.2 33.2 53.6 -- -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
1.81 -- -- -- -- -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.48 4.8 13.2 40.1 53.5 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 5.4 10.9 34.3 53.4 29.8 22.0 18.9
ICICI Pru Top 100 Fund (G) Rank 2
639.55 3.9 9.2 35.0 53.3 29.2 23.0 16.3
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 5.4 10.9 34.3 53.3 -- -- --
Kotak 50 (G) Rank 4
610.98 6.4 12.0 32.8 52.8 24.2 16.8 13.0
Kotak Opportunities - Direct (G) Not Ranked
4.76 6.8 12.7 36.0 52.7 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.33 6.7 13.4 33.1 52.6 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
61.92 6.6 12.5 33.9 52.3 -- -- --
BNP Paribas Equity Fund (G) Rank 1
271.84 4.8 13.0 39.6 52.2 30.1 21.6 15.6
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 5.3 10.7 33.8 52.1 28.5 21.0 18.0
UTI Dividend Yield Fund -Direct (G) Not Ranked
45.03 5.2 10.0 34.4 51.9 -- -- --
Kotak Opportunities Fund (G) Rank 3
592.84 6.7 12.5 35.6 51.9 26.7 18.9 13.8
UTI Mastershare - Direct (G) Not Ranked
21.68 4.9 12.0 34.2 51.8 -- -- --
UTI Opportunities Fund - Direct (G) Not Ranked
189.98 5.2 12.2 33.9 51.7 -- -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
76.92 6.6 13.2 32.6 51.6 27.4 -- --
JPMorgan India Equity Fund (G) Rank 3
203.37 5.3 8.9 33.7 51.6 25.0 16.7 14.5
SBI Magnum Equity Fund (G) Rank 5
1,052.27 6.6 12.4 33.6 51.5 25.8 18.1 14.6
Union KBC Equity Fund - Direct (G) Not Ranked
3.30 2.7 7.1 30.9 51.5 -- -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.39 5.9 12.4 34.4 51.5 -- -- --
Sundaram Select Focus -Direct (G) Not Ranked
2.26 5.2 8.3 32.1 51.4 -- -- --
UTI Mastershare (G) Rank 3
2,476.73 4.8 11.9 34.0 51.3 24.7 16.7 13.9
HSBC Equity Fund - Direct (G) Not Ranked
73.16 4.3 7.1 32.4 51.3 -- -- --
UTI Dividend Yield Fund (G) Rank 4
2,998.72 5.1 9.8 34.0 51.1 21.4 14.1 15.0
HDFC Index - Sensex Plus - Direct Not Ranked
11.36 4.9 10.2 34.7 50.9 -- -- --
UTI Leadership Equity - Direct (G) Not Ranked
0.95 6.1 11.2 31.5 50.9 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
12.14 5.2 8.2 31.7 50.9 23.7 15.5 --
L&T India Large Cap - Direct (G) Not Ranked
13.73 5.1 9.8 34.5 50.6 -- -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
UTI Leadership Equity Fund (G) Rank 3
570.14 6.1 11.1 31.3 50.5 26.7 18.6 12.8
Union KBC Equity Fund (G) Rank 2
111.69 2.7 7.0 30.6 50.5 25.9 17.8 --
UTI Opportunities Fund (G) Rank 3
3,911.39 5.2 12.0 33.3 50.5 25.8 19.3 17.0
DWS Alpha Equity Fund -WP (G) Not Ranked
0.11 5.8 12.2 33.9 50.4 26.3 17.5 11.9
HDFC Index - Sensex Plus Plan Not Ranked
77.11 4.8 10.1 34.5 50.4 24.8 18.3 14.6
DWS Alpha Equity Fund -RP (G) Not Ranked
55.67 5.8 12.2 33.9 50.4 26.3 17.5 12.0
Can Robeco Equity Div. - Direct (G) Not Ranked
8.42 5.2 9.0 35.4 50.4 -- -- --
Sundaram Select Focus - RP (G) Rank 4
434.58 5.1 8.0 31.4 50.4 23.2 14.9 9.9
DSP-BR Top 100 Equity - Direct (G) Not Ranked
201.26 6.1 8.5 35.2 50.3 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
77.11 6.1 8.5 35.2 50.3 24.5 17.6 14.0
HSBC Equity Fund (G) Rank 3
465.18 4.2 6.9 31.9 50.3 23.1 15.5 11.0
Axis Equity Fund - Direct (G) Not Ranked
15.23 4.9 8.2 33.7 49.8 -- -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.79 6.2 14.8 27.1 49.8 -- -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
763.27 5.1 9.9 32.0 49.8 -- -- --
Sundaram Growth Fund -Direct (G) Not Ranked
1.51 4.7 9.0 30.4 49.7 -- -- --
Can Robeco Equity Divers (G) Rank 3
656.74 5.2 8.8 35.1 49.7 25.4 18.5 16.1
L&T India Large Cap Fund (G) Rank 3
302.66 5.1 9.7 34.1 49.6 24.7 17.1 15.5
DSP-BR Top 100 Equity - RP (G) Rank 5
2,716.56 6.1 8.4 34.9 49.5 23.8 17.0 13.4
Reliance Quant Plus - Direct (G) Not Ranked
1.89 4.7 10.1 31.9 49.3 -- -- --
ING Large Cap Equity Fund (G) Not Ranked
4.18 4.2 9.2 34.6 49.3 22.6 16.2 11.9
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.12 5.7 14.6 33.0 49.3 -- -- --
ING Retireinvest-Sr I (G) Not Ranked
1.43 3.5 11.3 29.4 49.1 21.1 14.3 10.3
UTI Top 100 Fund - Direct (G) Not Ranked
3.60 5.2 12.9 31.9 49.1 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
68.14 6.2 14.7 26.8 49.0 24.0 16.8 11.1
UTI Top 100 Fund (G) Rank 3
593.65 5.2 12.9 31.7 48.8 24.1 17.6 12.9
Franklin India Bluechip (G) Rank 5
4,274.96 5.1 9.7 31.5 48.7 23.0 16.4 14.4
Sundaram Growth Fund - RP (G) Rank 4
173.77 4.7 8.8 29.7 48.7 21.4 14.1 9.9
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 4.1 10.7 29.5 48.3 -- -- --
Axis Equity Fund (G) Rank 2
796.79 4.8 7.8 32.8 48.2 29.4 20.8 --
Edelweiss Equity Enhancer -A (G) Not Ranked
0.16 4.0 10.6 29.3 48.1 17.8 14.3 10.9
Edelweiss Equity Enhancer -B (G) Not Ranked
0.16 4.0 10.6 29.2 48.1 17.7 14.2 10.8
Religare Invesco Bus-Leaders (G) Not Ranked
20.37 5.6 14.3 32.2 47.8 25.5 17.6 13.1
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.71 4.5 11.6 30.7 47.0 -- -- --
Reliance Quant Plus - RP (G) Not Ranked
37.46 4.6 9.9 30.0 46.6 24.0 17.2 13.1
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.56 4.5 11.4 30.5 46.4 25.9 18.8 14.6
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
29.14 4.5 11.5 30.4 46.4 26.0 19.4 14.8
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.90 4.5 11.4 30.5 46.4 25.9 19.4 14.9
Sahara Super 20 Fund -Direct (G) Not Ranked
0.03 2.7 4.6 26.8 45.8 -- -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.38 5.1 11.1 30.6 45.8 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.73 2.6 4.5 26.6 45.2 20.7 14.0 9.1
IDFC Equity Fund - Direct (G) Not Ranked
1.16 5.3 10.3 27.8 45.1 -- -- --
UTI India Lifestyle Fund(G) Rank 3
303.56 5.0 11.0 30.3 45.0 23.7 17.0 16.9
Tata Pure Equity Fund - Direct (G) Not Ranked
12.44 5.3 10.7 29.6 44.5 -- -- --
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 5.3 10.1 27.5 44.4 23.9 17.5 12.4
IDFC Equity Fund - Regular Plan (G) Rank 4
293.58 5.3 10.1 27.5 44.4 23.9 17.5 12.3
IDFC Imperial Equity - Direct (G) Not Ranked
10.11 5.7 9.4 27.7 44.1 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.07 4.7 10.5 29.4 44.0 -- -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
0.60 5.8 10.3 29.2 44.0 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.18 5.5 8.8 32.4 43.7 -- -- --
Tata Pure Equity Fund (G) Rank 4
648.70 5.2 10.6 29.2 43.5 22.9 18.0 14.3
IDFC Imperial Equity - Plan B (G) Not Ranked
6.04 5.7 9.2 27.4 43.4 20.9 13.0 10.1
IDFC Imperial Equity - Regular (G) Rank 5
125.93 5.7 9.2 27.4 43.4 20.9 13.0 10.1
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.22 4.7 10.4 29.1 43.2 25.1 17.5 11.6
Axis Focused 25 Fund (G) Not Ranked
114.09 5.7 10.0 28.4 42.6 23.4 -- --
Canara Robeco Large Cap+ (G) Rank 2
109.84 5.4 8.6 32.0 42.6 23.5 17.7 --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.58 5.4 9.8 25.7 40.3 -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
6.18 5.3 9.6 25.0 38.9 20.4 -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.12 3.4 7.0 24.8 38.5 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.71 5.1 10.7 25.5 37.8 -- -- --
HSBC Dynamic Fund (G) Not Ranked
69.95 3.3 6.8 24.3 37.5 17.0 11.9 9.0
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.55 4.7 5.9 22.0 36.9 -- -- --
Peerless Equity Fund (G) Not Ranked
25.84 5.1 10.3 24.8 36.5 22.4 -- --
Pramerica Large Cap Equity (G) Not Ranked
43.18 4.6 5.7 21.8 36.1 20.0 11.8 --
ICICI Pru Top 200 Fund -Inst -I Not Ranked
2.28 -- -- -- -- -- -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 2.9 11.5 10.6 29.7 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
34.74 2.8 11.3 10.0 28.4 16.3 14.2 11.6
Sundaram Equity Plus -Direct (G) Not Ranked
4.67 3.9 7.8 16.5 23.6 -- -- --
Sundaram Equity Plus (G) Not Ranked
75.31 3.8 8.0 15.6 22.6 12.2 8.0 --
ING Large Cap Equity -Direct (G) Not Ranked
0.01 4.2 8.2 -64.2 -60.0 -- -- --
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 3.8 16.1 25.1 -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
31.89 3.7 16.0 24.8 -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
4.54 6.6 27.1 57.8 -- -- -- --
CATEGORY AVERAGE 4.9 10.3 31.4 47.7 12.5 8.3 5.6

Note : Returns have been calculated based on NAV's as on Sep 01, 2014 & Index values as on Sep 01, 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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