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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 Mar 26, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Leading Sectors -Direct (G) Not Ranked
0.05 0.6 6.8 16.6 62.8 39.1 -- --
Escorts Leading Sectors (G) Not Ranked
1.51 0.6 6.8 16.5 62.1 38.6 28.9 15.7
Franklin (I) Opport. - Direct (G) Not Ranked
4.65 -2.1 7.4 18.0 56.6 37.4 -- --
Franklin India Oppor. (G) Rank 1
324.64 -2.1 7.3 17.7 56.0 36.8 25.0 13.9
Escorts Growth Plan - Direct (G) Not Ranked
0.23 -4.2 2.4 9.5 55.9 37.3 -- --
Escorts Growth Plan (G) Not Ranked
6.55 -4.2 2.4 9.5 55.5 37.0 23.4 11.4
Kotak Select Focus Fund - Direct (G) Not Ranked
16.73 -4.6 2.1 13.8 52.2 36.7 -- --
Reliance Top 200 - Direct (G) Not Ranked
21.81 -4.0 3.1 13.2 50.1 33.4 -- --
Tata Equity Opp. Fund - Direct (G) Not Ranked
6.48 -3.3 6.0 14.6 48.9 33.7 -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.18 -4.7 1.5 10.4 48.7 33.8 -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
89.76 -2.1 6.4 13.0 47.9 31.8 -- --
JM Multi Strategy Fund (G) Rank 3
147.99 -4.7 1.4 10.1 47.7 32.9 21.5 8.3
Tata Equity Opp. Fund (G) Rank 1
535.72 -3.4 5.6 13.9 47.6 32.7 24.2 13.4
SBI Blue Chip Fund (G) Rank 1
1,176.18 -2.1 6.3 12.7 47.0 31.1 26.9 14.4
IDBI India Top 100 Eqty -Direct (G) Not Ranked
3.59 -2.8 7.2 14.5 45.2 32.3 -- --
JPMorgan India Equity - Direct (G) Not Ranked
3.56 -3.6 5.0 13.0 44.6 31.4 -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
112.03 -2.8 7.2 14.3 44.5 31.7 -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.30 -2.0 7.8 13.8 44.1 30.2 -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
1.05 -2.5 5.6 11.5 43.9 29.4 -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
48.34 -2.5 5.5 11.3 43.3 28.8 22.7 14.3
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.65 -2.5 5.5 11.2 43.2 28.8 22.6 14.1
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
1.00 -2.5 5.5 11.2 43.2 28.8 22.7 14.4
L&T India Large Cap - Direct (G) Not Ranked
18.05 -4.0 4.2 11.8 43.1 30.7 -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
14.91 -3.8 2.9 11.8 43.0 29.5 -- --
UTI Equity Fund - Direct (G) Not Ranked
158.05 -2.9 2.6 9.8 42.9 31.1 -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
1.13 -3.3 5.0 14.8 42.5 26.4 -- --
UTI Equity Fund (G) Rank 2
3,622.40 -2.9 2.6 9.7 42.4 30.7 23.2 15.7
JPMorgan India Equity Fund (G) Rank 3
221.28 -3.7 4.7 12.3 42.4 29.8 21.6 13.5
L&T India Large Cap Fund (G) Rank 2
333.05 -4.0 4.1 11.5 42.2 29.9 20.8 13.8
Religare Invesco Bus-Leaders (G) Not Ranked
23.90 -2.2 7.3 12.7 41.9 28.7 22.2 12.5
Baroda Pioneer Growth (G) Rank 2
244.19 -3.9 2.7 11.4 41.9 28.5 19.7 9.3
UTI Top 100 Fund - Direct (G) Not Ranked
5.52 -3.0 5.7 12.4 41.6 29.7 -- --
Birla SL Top 100 - Direct (G) Not Ranked
41.52 -4.8 1.0 9.9 41.6 32.9 -- --
UTI Mastershare - Direct (G) Not Ranked
39.13 -3.4 5.1 12.6 41.5 28.9 -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
446.03 -4.4 3.4 11.1 41.3 31.4 -- --
UTI Top 100 Fund (G) Rank 2
679.16 -3.1 5.6 12.2 41.2 29.3 20.6 12.8
Kotak 50 - Direct Plan (G) Not Ranked
7.73 -5.0 4.5 12.2 41.0 26.7 -- --
UTI Mastershare (G) Rank 3
2,894.95 -3.4 5.0 12.4 41.0 28.4 21.1 13.0
DWS Alpha Equity Fund -Direct (G) Not Ranked
6.18 -4.5 3.9 10.0 40.8 29.7 -- --
Axis Focused 25 Fund (G) Not Ranked
179.15 -3.4 4.6 14.1 40.6 24.8 -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
1.43 -3.4 4.2 12.0 40.4 29.2 -- --
Birla Sun Life Top 100 (G) Rank 1
947.67 -4.9 0.8 9.4 40.3 31.8 24.8 15.4
Birla SL Frontline Equity (G) Rank 2
6,931.53 -4.4 3.2 10.6 40.1 30.3 25.3 14.7
Kotak 50 - Regular Plan (G) Rank 4
691.81 -5.1 4.3 11.7 40.0 25.9 20.7 12.2
DWS Alpha Equity Fund -RP (G) Not Ranked
75.30 -4.5 3.6 9.5 39.7 28.7 21.8 10.9
DWS Alpha Equity Fund -WP (G) Not Ranked
0.13 -4.5 3.6 9.5 39.7 28.7 21.8 10.9
JM Core 11 Fund -Direct (G) Not Ranked
0.14 -4.7 0.3 9.3 39.6 29.9 -- --
LIC NOMURA Growth Fund (G) Not Ranked
77.60 -3.5 4.1 11.5 39.3 28.4 20.7 11.2
SBI Magnum Equity Fund - Direct (G) Not Ranked
83.05 -4.1 2.8 11.0 38.9 26.7 -- --
JM Core 11 Fund (G) Not Ranked
41.04 -4.8 0.1 8.8 38.5 29.0 19.1 5.0
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
0.01 -4.6 5.0 11.4 38.4 24.7 -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.03 -3.1 2.0 9.2 38.2 26.4 -- --
Taurus Bonanza Fund (G) Not Ranked
25.95 -4.6 5.0 11.3 38.2 24.5 17.4 9.7
SBI Magnum Equity Fund (G) Rank 3
1,167.87 -4.1 2.7 10.7 38.1 26.0 20.4 13.0
BOI AXA Equity Fund - Direct (G) Not Ranked
1.67 -3.9 2.4 7.3 37.7 28.8 -- --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.20 -3.1 1.9 9.0 37.6 26.1 16.3 9.7
Edelweiss Equity Enhancer -A (G) Not Ranked
0.25 -3.1 1.9 9.0 37.6 26.0 16.4 9.9
BOI AXA Equity Fund-Eco (G) Not Ranked
5.42 -3.9 2.2 6.9 37.1 28.3 20.4 10.1
Franklin (I) Bluechip - Direct (G) Not Ranked
801.66 -2.5 4.1 11.5 36.8 25.5 -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
544.55 -4.6 1.9 8.3 36.5 29.2 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 -4.6 1.9 8.2 36.5 29.3 22.7 16.1
UTI Opportunities Fund - Direct (G) Not Ranked
315.44 -4.8 1.3 6.2 36.5 27.9 -- --
BOI AXA Equity Fund -RP (G) Rank 3
897.59 -3.9 2.1 6.7 36.3 27.5 19.7 9.6
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
12.13 -4.0 4.7 11.7 35.9 30.7 -- --
Franklin India Bluechip (G) Rank 4
4,951.09 -2.6 3.9 11.0 35.7 24.5 18.4 12.3
Tata Pure Equity Fund - Direct (G) Not Ranked
33.97 -4.7 3.7 9.3 35.6 26.4 -- --
UTI Opportunities Fund (G) Rank 3
4,787.61 -4.9 1.2 5.9 35.5 27.0 19.3 15.0
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,469.08 -4.6 1.7 7.8 35.4 28.1 21.6 15.1
LIC NOMURA Equity Fund -Direct (G) Not Ranked
2.45 -5.6 -0.1 7.7 35.3 25.9 -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
635.77 -5.7 -2.1 3.8 35.0 26.8 -- --
Reliance Focused Large Cap - RP (G) Rank 4
1,107.00 -4.0 4.5 11.4 34.9 29.9 23.2 9.4
DSP-BR Top 100 Equity - IP (G) Not Ranked
81.80 -5.4 1.4 7.4 34.8 24.8 17.7 11.9
DSP-BR Top 100 Equity - Direct (G) Not Ranked
417.19 -5.4 1.4 7.4 34.8 24.8 -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.52 -3.4 3.6 9.2 34.7 25.0 -- --
Principal Large Cap - Direct (G) Not Ranked
9.14 -4.6 2.4 7.9 34.4 28.4 -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Tata Pure Equity Fund (G) Rank 3
738.17 -4.8 3.3 8.6 34.3 25.5 20.0 12.1
ICICI Pru Target Returns-Direct (G) Not Ranked
6.42 -4.6 1.4 6.8 34.2 28.4 -- --
HDFC Top 200 Fund (G) Rank 3
12,907.28 -5.7 -2.3 3.5 34.2 26.1 18.9 12.6
LIC NOMURA Equity Fund (G) Rank 3
310.52 -5.6 -0.2 7.3 34.0 25.1 19.0 10.1
DSP-BR Top 100 Equity - RP (G) Rank 5
2,931.06 -5.4 1.3 7.1 34.0 24.1 17.0 11.3
Canara Robeco Large Cap+ (G) Rank 2
123.15 -3.5 3.4 8.8 33.8 24.0 18.8 --
Principal Large Cap Fund (G) Rank 3
306.03 -4.6 2.2 7.5 33.6 27.6 20.8 12.0
ICICI Pru Target Returns - RP (G) Rank 2
104.60 -4.6 1.2 6.3 33.1 27.6 19.9 12.5
UTI Leadership Equity - Direct (G) Not Ranked
2.92 -4.5 2.7 7.5 33.1 25.8 -- --
UTI Leadership Equity Fund (G) Rank 4
1,753.72 -4.5 2.6 7.3 32.7 25.4 20.5 11.1
UTI India Lifestyle Fund -Direct(G) Not Ranked
2.26 -4.0 3.0 7.2 32.6 23.4 -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
61.89 -5.6 1.2 4.8 32.5 28.5 -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
54.84 -6.1 -1.3 4.9 32.1 22.3 -- --
UTI India Lifestyle Fund(G) Rank 3
317.13 -4.1 2.8 6.8 31.7 22.6 19.3 14.6
ICICI Pru Top 100 Fund (G) Rank 3
1,310.15 -5.7 1.0 4.4 31.4 27.6 20.5 13.5
UTI Dividend Yield Fund (G) Rank 4
3,220.98 -6.1 -1.4 4.6 31.3 21.6 15.2 11.0
Peerless Equity Fund - Direct (G) Not Ranked
7.36 -3.1 3.5 9.2 31.0 22.1 -- --
IDFC Imperial Equity - Direct (G) Not Ranked
12.70 -4.7 2.4 6.8 30.5 22.0 -- --
HDFC Index - Sensex Plus - Direct Not Ranked
23.06 -5.6 -0.2 3.6 29.9 22.2 -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.14 -4.2 3.6 6.3 29.9 24.1 -- --
IDFC Imperial Equity - Regular (G) Rank 3
126.70 -4.8 2.3 6.5 29.7 21.3 15.2 8.3
IDFC Imperial Equity - Plan B (G) Not Ranked
4.95 -4.8 2.3 6.5 29.7 21.3 15.3 8.4
HDFC Index - Sensex Plus Plan Rank 4
95.38 -5.6 -0.2 3.4 29.5 21.9 17.8 11.5
Sundaram Growth Fund -Direct (G) Not Ranked
4.12 -4.4 1.7 5.9 29.5 22.6 -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.59 -4.2 3.4 6.0 29.2 23.4 18.5 10.3
Peerless Equity Fund (G) Not Ranked
35.16 -3.2 3.0 8.2 29.1 20.7 16.7 --
Sundaram Select Focus -Direct (G) Not Ranked
3.31 -6.0 0.7 4.5 29.0 22.7 -- --
Reliance Quant Plus - Direct (G) Not Ranked
2.61 -5.4 1.7 4.7 29.0 23.3 -- --
Sundaram Select Focus - IP (G) Not Ranked
0.01 -6.0 0.7 4.4 28.6 22.5 16.5 8.8
Sundaram Growth Fund - RP (G) Rank 5
375.88 -4.5 1.5 5.5 28.3 21.9 15.1 8.7
Sundaram Select Focus - RP (G) Rank 5
436.50 -6.0 0.5 4.2 27.9 22.0 15.9 8.1
HSBC Equity Fund - Direct (G) Not Ranked
166.11 -6.5 1.0 6.3 27.9 22.4 -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
1.45 -4.6 3.4 9.5 27.9 21.0 -- --
HSBC Equity Fund (G) Rank 5
473.66 -6.5 0.8 6.0 27.0 21.6 16.0 9.0
IDFC Equity Fund - Direct (G) Not Ranked
1.81 -4.7 2.3 5.9 26.9 22.4 -- --
Reliance Quant Plus - RP (G) Not Ranked
37.29 -5.5 1.5 4.3 26.7 21.7 16.2 10.9
Indiabulls Blue Chip Fund (G) Not Ranked
11.16 -4.7 3.1 8.8 26.5 19.6 15.8 --
Sahara Growth Fund - Direct (G) Not Ranked
0.68 -5.1 -2.3 0.7 26.4 23.1 -- --
IDFC Equity Fund - Regular Plan (G) Rank 4
309.66 -4.8 2.2 5.7 26.3 21.8 17.5 10.3
IDFC Equity Fund - Plan B (G) Not Ranked
0.03 -4.8 2.2 5.7 26.3 21.8 17.5 10.4
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.87 -4.9 2.3 7.9 25.8 21.5 -- --
Pramerica Large Cap Equity (G) Not Ranked
53.32 -4.9 2.2 7.6 25.2 20.9 15.5 --
Sahara Growth Fund (G) Not Ranked
6.56 -5.2 -2.7 -- 25.1 22.2 15.4 8.5
HSBC Dynamic Fund - Direct (G) Not Ranked
0.14 -4.1 2.7 5.0 23.5 18.7 -- --
HSBC Dynamic Fund (G) Not Ranked
67.36 -4.1 2.6 4.7 22.7 17.9 12.6 7.1
Motilal MOSt Shares M50 ETF Not Ranked
30.01 -5.6 1.0 1.9 21.4 22.7 16.0 --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.05 -5.7 -1.8 1.8 20.8 19.4 -- --
Sahara Super 20 Fund (G) Not Ranked
0.69 -5.7 -1.9 1.6 20.4 19.0 12.2 7.8
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 -2.7 1.0 10.3 17.2 15.4 -- --
Sundaram Equity Plus -Direct (G) Not Ranked
4.29 -3.3 1.1 2.9 16.3 12.9 -- --
Religare Invesco AGILE Fund (G) Not Ranked
30.43 -2.9 0.6 9.3 15.5 14.2 12.8 8.3
Sundaram Equity Plus (G) Not Ranked
62.21 -3.3 1.0 2.5 15.1 12.1 8.3 --
UTI Master Plus US - Direct (G) Not Ranked
0.05 -- -- -- -- -- -- --
UTI Master Plus US (G) Not Ranked
117.93 -- -- -- -- -- -- --
JPMorgan India Top 100 Fund -DP (G) Not Ranked
2.46 -4.4 4.7 12.3 -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE -3.9 2.6 8.1 34.2 25.0 17.0 9.2

Note : Returns have been calculated based on NAV's as on Mar 26, 2015 & Index values as on Mar 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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