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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 Jul 27, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Leading Sectors -Direct (G) Not Ranked
0.16 3.2 4.0 5.5 38.0 43.9 -- --
Escorts Leading Sectors (G) Not Ranked
1.69 3.2 4.0 5.5 37.7 43.4 33.1 14.9
Franklin (I) Opport. - Direct (G) Not Ranked
14.43 1.1 3.4 -0.5 30.7 38.4 -- --
Franklin India Oppor. (G) Rank 1
380.49 1.1 3.2 -0.8 30.0 37.8 26.2 13.6
Kotak Select Focus Fund - Direct (G) Not Ranked
253.36 2.9 6.0 -2.5 29.5 37.4 -- --
Kotak Opportunities - Direct (G) Not Ranked
10.27 2.6 6.2 -0.2 28.4 33.4 -- --
Kotak Opportunities Fund - Regular (G) Rank 2
638.93 2.5 5.8 -0.8 27.2 32.4 24.6 13.0
SBI Blue Chip Fund - Direct (G) Not Ranked
201.76 2.3 4.7 2.7 26.2 34.8 -- --
Tata Equity Opp. Fund - Direct (G) Not Ranked
14.23 3.2 4.9 -0.3 25.5 33.2 -- --
SBI Blue Chip Fund (G) Rank 1
1,737.07 2.3 4.5 2.3 25.3 34.0 26.9 14.8
IDBI India Top 100 Eqty -Direct (G) Not Ranked
8.84 2.8 4.4 0.7 25.2 30.7 -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
2.60 1.1 7.6 0.4 25.1 28.1 -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
146.73 2.8 4.3 0.4 24.6 30.0 24.0 --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.63 1.6 8.3 -0.9 24.5 37.3 -- --
Tata Equity Opp. Fund - Regular (G) Rank 1
1,027.27 3.1 4.6 -0.9 24.1 32.0 24.4 13.2
Kotak 50 - Direct Plan (G) Not Ranked
23.06 2.5 4.6 -1.2 23.9 29.9 -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.49 4.8 5.8 2.1 23.8 41.4 -- --
Escorts Growth Plan (G) Not Ranked
7.91 4.8 5.8 2.1 23.7 40.9 27.7 10.2
Religare Invesco Bus-Leaders-DP (G) Not Ranked
4.53 2.3 4.6 0.9 23.6 29.9 -- --
Reliance Top 200 - Direct (G) Not Ranked
39.48 2.7 3.6 -2.4 23.5 38.1 -- --
Axis Focused 25 Fund (G) Not Ranked
271.33 0.9 7.1 -0.4 23.3 26.6 22.1 --
JM Multi Strategy Fund (G) Not Ranked
140.35 1.4 7.7 -1.5 23.3 36.1 25.6 8.4
Kotak 50 - Regular Plan (G) Rank 3
709.52 2.3 4.3 -1.8 22.7 28.9 21.8 11.9
JPMorgan India Equity - Direct (G) Not Ranked
3.48 2.0 4.4 -2.1 22.1 30.8 -- --
L&T India Large Cap - Direct (G) Not Ranked
29.75 2.2 6.1 -1.6 21.9 30.0 -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
1.66 1.5 4.2 0.4 21.8 27.7 -- --
Religare Invesco Bus-Leaders (G) Not Ranked
32.48 2.2 4.1 -- 21.4 28.2 23.0 12.2
LIC NOMURA Growth Fund -Direct (G) Not Ranked
17.23 0.4 3.8 -1.4 21.3 28.3 -- --
UTI Top 100 Fund - Direct (G) Not Ranked
9.96 2.8 3.3 -1.6 21.2 27.7 -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
0.19 2.5 5.6 1.1 21.2 29.4 -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
81.67 1.4 4.0 -- 21.1 27.1 23.4 13.9
L&T India Large Cap Fund (G) Rank 2
338.54 2.2 6.0 -2.0 21.1 29.1 22.2 12.3
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.70 1.4 4.0 -- 21.1 27.1 23.4 13.6
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
1.07 1.4 4.1 -- 21.1 27.1 23.5 13.9
Franklin (I) Bluechip - Direct (G) Not Ranked
1,183.68 1.8 4.1 -0.2 21.0 28.2 -- --
UTI Top 100 Fund (G) Rank 2
825.59 2.7 3.2 -1.8 20.8 27.3 21.3 12.9
JPMorgan India Equity Fund (G) Rank 3
254.01 1.9 4.2 -2.6 20.7 29.2 22.1 12.3
Reliance Focused Large Cap-Dir (G) Not Ranked
15.02 3.0 5.0 -0.6 20.7 31.3 -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
3.69 1.9 3.6 -2.2 20.5 30.4 -- --
Taurus Bonanza Fund (G) Not Ranked
23.48 2.3 5.0 0.4 20.2 28.8 19.4 9.2
LIC NOMURA Growth Fund (G) Not Ranked
81.92 0.4 3.5 -1.8 20.2 27.4 21.0 10.6
UTI Equity Fund - Direct (G) Not Ranked
352.23 2.0 3.5 -2.6 20.1 29.9 -- --
Reliance Focused Large Cap - RP (G) Rank 3
1,071.06 3.0 4.9 -0.9 20.0 30.5 24.2 9.9
DWS Alpha Equity Fund -Direct (G) Not Ranked
7.81 1.5 3.6 -2.0 19.9 28.5 -- --
Franklin India Bluechip (G) Rank 3
5,111.15 1.7 3.8 -0.7 19.9 27.1 19.9 12.2
Birla SL Frontline Eqty-Direct (G) Not Ranked
952.41 1.6 3.7 -1.9 19.7 31.9 -- --
UTI Equity Fund (G) Rank 2
3,843.72 2.0 3.4 -2.8 19.7 29.5 23.1 15.0
Baroda Pioneer Growth (G) Not Ranked
216.95 1.9 3.5 -2.4 19.7 29.4 21.2 9.1
SBI Magnum Equity Fund - Direct (G) Not Ranked
89.04 1.0 2.8 -2.6 19.6 28.4 -- --
Birla SL Top 100 - Direct (G) Not Ranked
113.92 3.0 4.3 -2.0 19.6 34.5 -- --
UTI Mastershare - Direct (G) Not Ranked
46.66 2.6 2.8 -3.0 19.6 28.0 -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
Edelweiss Eqty Enhancer - Direct (G) Not Ranked
0.06 3.5 4.8 -0.4 19.4 27.0 -- --
Peerless Equity Fund - Direct (G) Not Ranked
11.42 2.6 8.1 0.1 19.3 22.5 -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
87.46 2.7 5.2 -0.6 19.2 26.4 -- --
UTI Mastershare (G) Rank 2
3,019.17 2.6 2.6 -3.2 19.1 27.5 21.0 12.3
Edelweiss Equity Enhancer - Plan B (G) Not Ranked
0.13 3.5 4.8 -0.6 19.0 26.6 16.9 9.9
Edelweiss Value Opportunities Fund (G) Not Ranked
0.30 3.5 4.8 -0.6 19.0 26.6 16.9 10.1
SBI Magnum Equity Fund (G) Rank 3
1,325.42 1.0 2.7 -3.0 18.8 27.6 20.6 12.2
JPMorgan India Top 100 Fund -DP (G) Not Ranked
2.91 1.3 2.4 -4.6 18.6 -- -- --
Birla SL Frontline Equity (G) Rank 3
8,071.38 1.6 3.4 -2.3 18.6 30.8 25.4 14.2
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 1.4 3.2 -2.6 18.6 27.4 22.3 10.5
DWS Alpha Equity Fund -RP (G) Not Ranked
89.87 1.4 3.2 -2.6 18.6 27.4 22.3 10.5
Birla Sun Life Top 100 (G) Rank 2
1,415.34 3.0 4.0 -2.4 18.5 33.4 25.5 15.3
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
JM Core 11 Fund -Direct (G) Not Ranked
0.41 -0.2 3.8 -4.7 18.2 35.2 -- --
Tata Pure Equity Fund - Regular Plan (G) Rank 3
736.62 2.5 4.8 -1.4 17.7 25.2 19.9 11.2
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
2.14 6.1 7.1 -- 17.5 22.0 -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.52 2.0 4.0 -1.5 17.4 21.0 -- --
Peerless Equity Fund (G) Not Ranked
45.01 2.5 7.6 -0.8 17.3 20.8 19.2 --
Canara Robeco Large Cap+-Direct (G) Not Ranked
2.19 3.2 4.0 -2.0 17.1 24.0 -- --
JPMorgan India Top 100 Fund -RP (G) Not Ranked
182.36 1.3 2.1 -5.3 17.0 -- -- --
JM Core 11 Fund (G) Not Ranked
31.72 -0.4 3.3 -5.4 16.9 33.9 21.7 4.5
Pramerica Large Cap Equity (G) Not Ranked
51.26 1.9 3.8 -1.8 16.8 20.4 17.3 --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 2.1 2.9 -3.7 16.2 28.9 23.4 15.1
ICICI Pru Focused. Blue -Direct (G) Not Ranked
948.46 2.1 2.9 -3.7 16.2 28.8 -- --
Canara Robeco Large Cap+ (G) Not Ranked
110.68 3.1 3.7 -2.6 16.0 23.0 18.8 --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
19.16 5.8 6.4 -1.1 15.5 20.4 17.2 --
Principal Large Cap - Direct (G) Not Ranked
10.95 2.4 3.7 -3.7 15.4 30.0 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,941.44 2.0 2.6 -4.1 15.2 27.8 22.3 14.2
Principal Large Cap Fund (G) Rank 3
300.25 2.3 3.5 -4.0 14.6 29.3 20.8 11.2
UTI Leadership Equity - Direct (G) Not Ranked
2.78 2.0 2.6 -4.4 14.5 24.3 -- --
UTI Leadership Equity Fund (G) Rank 4
1,635.92 2.0 2.5 -4.5 14.2 23.9 20.1 10.6
BOI AXA Equity Fund - Direct (G) Not Ranked
3.07 1.9 1.1 -5.0 14.1 26.8 -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
549.41 3.3 3.9 -4.8 13.4 24.6 -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
83.31 3.3 3.9 -4.8 13.4 24.6 19.3 11.7
BOI AXA Equity Fund-Eco (G) Not Ranked
4.52 1.9 0.9 -5.4 13.4 26.2 19.8 10.0
DSP-BR Top 100 Equity - RP (G) Rank 5
2,791.36 3.3 3.8 -5.0 12.8 24.0 18.7 11.1
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.54 1.6 2.2 -4.4 12.7 21.7 -- --
BOI AXA Equity Fund -RP (G) Rank 3
86.29 1.8 0.7 -5.7 12.7 25.4 19.0 9.4
UTI Opportunities Fund - Direct (G) Not Ranked
430.99 0.6 -0.5 -7.4 12.3 24.1 -- --
UTI India Lifestyle Fund(G) Rank 3
304.22 1.6 2.0 -4.7 12.0 20.9 18.5 12.6
UTI Dividend Yield Fund -Direct (G) Not Ranked
46.37 2.1 1.6 -5.8 12.0 23.6 -- --
Sundaram Select Focus -Direct (G) Not Ranked
4.38 2.0 3.4 -4.4 11.8 23.5 -- --
Sundaram Select Focus - IP (G) Not Ranked
0.01 2.0 3.4 -4.4 11.7 23.3 18.1 8.6
ICICI Pru Select Large Cap Fund - DP (G) Not Ranked
27.26 0.5 0.2 -6.8 11.6 26.5 -- --
UTI Opportunities Fund (G) Rank 3
4,899.36 0.6 -0.6 -7.7 11.5 23.2 19.1 13.8
HDFC Top 200 Fund - Direct (G) Not Ranked
911.48 1.5 0.8 -7.1 11.3 29.9 -- --
IDFC Imperial Equity - Direct (G) Not Ranked
13.50 0.3 0.6 -5.4 11.3 21.6 -- --
UTI Dividend Yield Fund (G) Rank 4
3,014.98 2.0 1.4 -6.1 11.3 22.9 15.6 9.7
Sundaram Select Focus - RP (G) Rank 4
384.91 2.0 3.4 -4.6 11.2 22.8 17.6 7.9
HDFC Top 200 Fund (G) Rank 5
12,486.28 1.5 0.6 -7.4 10.6 29.1 20.1 11.2
LIC NOMURA Equity Fund -Direct (G) Not Ranked
49.10 0.9 -0.6 -7.9 10.5 25.3 -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.22 0.3 1.9 -2.9 10.5 22.1 -- --
ICICI Pru Select Large Cap Fund - RP (G) Rank 3
516.94 0.4 -0.2 -7.3 10.4 25.5 19.9 11.2
IDFC Imperial Equity - Plan B (G) Not Ranked
2.73 0.2 0.1 -6.1 10.2 20.7 15.4 8.0
IDFC Imperial Equity - Regular (G) Not Ranked
116.47 0.2 0.1 -6.1 10.2 20.7 15.4 8.0
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.66 0.3 1.7 -3.1 10.0 21.4 18.7 9.9
HSBC Dynamic Fund - Direct (G) Not Ranked
0.49 -0.1 1.8 -1.7 10.0 19.7 -- --
LIC NOMURA Equity Fund (G) Rank 4
293.96 0.8 -0.8 -8.1 9.8 24.5 18.3 8.9
HSBC Equity Fund - Direct (G) Not Ranked
199.87 1.1 1.9 -4.8 9.4 23.9 -- --
HSBC Dynamic Fund (G) Not Ranked
61.36 -0.1 1.6 -2.0 9.3 18.9 13.4 7.2
HDFC Index - Sensex Plus - Direct Not Ranked
30.52 0.5 1.8 -5.4 9.2 22.4 -- --
HDFC Index - Sensex Plus Plan Not Ranked
95.83 0.4 1.8 -5.6 8.9 22.0 18.3 11.0
HSBC Equity Fund (G) Rank 5
448.86 1.0 1.8 -5.1 8.6 23.0 16.8 8.6
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
91.85 0.8 -1.0 -6.0 8.5 27.4 -- --
IDFC Equity Fund - Direct (G) Not Ranked
2.13 -0.2 -- -6.3 7.9 19.2 -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.30 3.5 4.6 -6.3 7.7 15.0 -- --
ICICI Pru Top 100 Fund (G) Rank 4
1,561.91 0.7 -1.2 -6.5 7.5 26.4 19.9 12.5
Sahara Super 20 Fund -Direct (G) Not Ranked
0.06 3.4 5.4 -3.4 7.0 21.8 -- --
IDFC Equity Fund - Plan B (G) Not Ranked
0.03 -0.4 -0.5 -6.9 6.9 18.4 16.5 9.6
IDFC Equity Fund - Regular Plan (G) Rank 3
286.34 -0.4 -0.5 -6.9 6.9 18.4 16.5 9.5
Sahara Super 20 Fund (G) Not Ranked
0.60 3.3 5.3 -3.7 6.6 21.3 14.6 8.3
Religare Invesco AGILE Fund (G) Not Ranked
26.73 3.3 4.2 -7.2 5.9 13.7 12.7 9.1
Reliance Quant Plus - Direct (G) Not Ranked
37.52 0.4 -0.7 -7.7 5.6 21.2 -- --
Reliance Quant Plus - RP (G) Not Ranked
142.30 0.3 -0.9 -8.1 4.8 19.7 15.9 9.4
Sahara Growth Fund - Direct (G) Not Ranked
1.59 1.5 3.6 -4.9 4.7 25.5 -- --
Sundaram Equity Plus -Direct (G) Not Ranked
4.37 -0.3 0.5 -6.0 4.3 11.0 -- --
Sundaram Growth Fund -Direct (G) Not Ranked
6.79 0.2 -1.0 -11.5 3.8 18.5 -- --
Sundaram Equity Plus (G) Not Ranked
54.30 -0.4 0.3 -6.4 3.6 10.1 8.2 --
Sundaram Growth Fund - RP (G) Rank 4
258.63 0.2 -1.1 -11.9 3.1 17.7 13.3 6.0
Sahara Growth Fund (G) Not Ranked
5.98 1.3 2.9 -5.8 2.9 24.2 15.8 8.7
Motilal MOSt Shares M50 ETF Not Ranked
26.86 0.7 1.4 -5.8 2.9 21.7 16.4 7.9
UTI Master Plus US - Direct (G) Not Ranked
0.05 -- -- -- -- -- -- --
UTI Master Plus US (G) Not Ranked
117.93 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-RP (G) Not Ranked
92.43 0.7 1.8 -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-DP (G) Not Ranked
30.51 0.6 1.9 -- -- -- -- --
CATEGORY AVERAGE 1.8 3.0 -2.9 15.4 24.9 18.0 8.8

Note : Returns have been calculated based on NAV's as on Jul 27, 2015 & Index values as on Jul 27, 2015

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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