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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 May 26, 2015
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 15
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Leading Sectors -Direct (G) Not Ranked
0.04 4.5 7.2 12.9 53.7 39.1 -- --
Escorts Leading Sectors (G) Not Ranked
1.56 4.5 7.2 12.9 53.2 38.6 35.2 16.9
Franklin (I) Opport. - Direct (G) Not Ranked
7.70 3.6 -1.8 7.2 40.3 33.6 -- --
Franklin India Oppor. (G) Rank 1
356.73 3.5 -1.9 6.9 39.7 33.1 27.4 15.3
SBI Blue Chip Fund - Direct (G) Not Ranked
118.90 3.2 -0.8 7.4 34.5 29.2 -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.37 2.3 -2.2 5.8 34.5 36.4 -- --
Escorts Growth Plan (G) Not Ranked
7.47 2.3 -2.2 5.9 34.2 35.9 27.2 11.1
Kotak Select Focus Fund - Direct (G) Not Ranked
113.97 4.3 -3.3 4.2 34.2 32.3 -- --
Kotak Opportunities - Direct (G) Not Ranked
8.76 5.1 -2.2 5.5 33.7 29.3 -- --
SBI Blue Chip Fund (G) Rank 1
1,404.09 3.1 -1.1 6.9 33.6 28.4 28.4 15.6
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.58 2.8 -2.4 5.6 32.6 25.5 -- --
Kotak Opportunities Fund - Regular (G) Rank 2
656.36 5.0 -2.6 5.0 32.6 28.5 25.8 14.5
IDBI India Top 100 Eqty -Direct (G) Not Ranked
4.74 4.3 -2.0 7.0 32.4 26.8 -- --
Tata Equity Opp. Fund - Direct (G) Not Ranked
10.71 3.9 -3.5 6.9 32.4 29.8 -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.25 7.7 -1.2 5.0 32.2 29.6 -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
5.63 4.2 -3.2 4.3 32.0 25.8 -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
133.65 4.3 -2.2 6.7 31.8 26.0 24.5 --
JM Multi Strategy Fund (G) Not Ranked
151.47 7.6 -1.4 4.5 31.2 28.6 25.7 10.0
Tata Equity Opp. Fund (G) Rank 1
912.88 3.9 -3.7 6.2 31.1 28.8 25.5 14.6
LIC NOMURA Growth Fund (G) Not Ranked
82.91 4.1 -3.4 3.9 31.0 25.0 22.5 12.0
Religare Invesco Bus-Leaders (G) Not Ranked
26.87 2.7 -2.9 4.6 30.4 23.9 24.3 13.2
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
1.43 4.8 0.1 7.2 30.0 24.7 -- --
Reliance Top 200 - Direct (G) Not Ranked
30.13 2.7 -3.7 2.8 30.0 31.0 -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
1.43 5.8 -2.7 5.8 29.7 22.5 -- --
UTI Top 100 Fund - Direct (G) Not Ranked
7.08 3.3 -3.0 4.2 29.7 25.0 -- --
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
1.08 4.8 -0.1 6.9 29.3 24.1 24.7 16.1
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.71 4.8 -0.1 6.9 29.3 24.1 24.7 15.7
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
62.45 4.8 -0.1 6.8 29.3 24.1 24.7 16.0
UTI Top 100 Fund (G) Rank 2
752.28 3.3 -3.1 4.0 29.3 24.7 23.4 14.3
Kotak 50 - Direct Plan (G) Not Ranked
10.52 3.3 -3.7 4.7 28.6 23.8 -- --
UTI Mastershare - Direct (G) Not Ranked
45.86 3.3 -3.6 3.9 28.4 25.0 -- --
UTI Equity Fund - Direct (G) Not Ranked
251.46 4.0 -1.8 2.9 28.2 26.9 -- --
Axis Focused 25 Fund (G) Not Ranked
248.39 5.7 -3.0 5.1 28.1 21.3 -- --
UTI Mastershare (G) Rank 2
3,072.05 3.3 -3.7 3.7 27.9 24.5 22.9 13.8
UTI Equity Fund (G) Rank 2
3,919.10 3.9 -1.9 2.7 27.8 26.6 25.1 16.7
Kotak 50 - Regular Plan (G) Rank 3
722.41 3.2 -4.0 4.2 27.5 23.0 23.1 13.4
DWS Alpha Equity Fund -Direct (G) Not Ranked
7.10 3.1 -3.3 3.4 27.2 25.3 -- --
JPMorgan India Equity - Direct (G) Not Ranked
3.32 3.7 -3.3 4.6 26.8 27.5 -- --
DWS Alpha Equity Fund -WP (G) Not Ranked
0.13 3.0 -3.6 2.8 26.1 24.3 24.2 12.1
DWS Alpha Equity Fund -RP (G) Not Ranked
82.78 3.0 -3.6 2.8 26.1 24.3 24.2 12.1
Edelweiss Eqty Enhancer - Direct (G) Not Ranked
0.04 4.3 -1.1 3.5 25.8 23.4 -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
973.45 3.1 -1.0 4.2 25.8 23.2 -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
1.19 4.1 -2.7 3.1 25.8 26.6 -- --
L&T India Large Cap - Direct (G) Not Ranked
24.02 5.2 -3.7 3.9 25.7 26.8 -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
92.19 2.3 -3.4 3.0 25.5 23.5 -- --
Edelweiss Value Opportunities Fund (G) Not Ranked
0.30 4.3 -1.2 3.3 25.4 23.1 17.0 11.6
JPMorgan India Equity Fund (G) Rank 3
239.37 3.6 -3.6 3.9 25.3 25.9 23.0 14.1
Edelweiss Equity Enhancer - Plan B (G) Not Ranked
0.15 4.2 -1.2 3.3 25.3 23.1 17.0 11.5
Birla SL Frontline Eqty-Direct (G) Not Ranked
698.43 2.8 -3.6 3.2 25.0 27.7 -- --
L&T India Large Cap Fund (G) Rank 2
347.58 5.1 -3.9 3.5 24.9 26.0 23.0 14.1
Baroda Pioneer Growth (G) Not Ranked
238.33 4.0 -2.9 2.7 24.9 25.6 22.7 10.8
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
Franklin India Bluechip (G) Rank 3
5,173.63 3.0 -1.2 3.7 24.8 22.2 21.1 13.7
Taurus Bonanza Fund -Direct (G) Not Ranked
0.02 4.2 -3.1 4.7 24.7 22.9 -- --
SBI Magnum Equity Fund (G) Rank 3
1,214.96 2.3 -3.6 2.6 24.7 22.7 21.9 13.7
Taurus Bonanza Fund (G) Not Ranked
24.82 4.0 -3.4 4.4 24.3 22.6 20.1 10.7
UTI Opportunities Fund - Direct (G) Not Ranked
379.13 2.8 -4.1 1.1 23.9 23.7 -- --
Birla SL Frontline Equity (G) Rank 3
7,900.44 2.7 -3.8 2.8 23.9 26.6 26.9 15.7
Birla SL Top 100 - Direct (G) Not Ranked
65.83 2.6 -3.7 1.6 23.4 29.7 -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
83.35 3.0 -4.3 4.3 23.2 23.1 -- --
UTI Opportunities Fund (G) Rank 3
5,088.94 2.8 -4.3 0.7 23.0 22.8 21.6 16.0
JM Core 11 Fund -Direct (G) Not Ranked
0.17 5.8 -1.3 2.6 22.4 25.9 -- --
Birla Sun Life Top 100 (G) Rank 2
1,233.88 2.5 -3.9 1.2 22.3 28.7 26.6 16.7
Tata Pure Equity Fund (G) Rank 3
767.85 2.9 -4.7 3.5 21.9 22.1 21.0 12.9
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 2.9 -4.1 0.7 21.8 25.6 24.8 17.0
ICICI Pru Focused. Blue -Direct (G) Not Ranked
735.53 2.8 -4.1 0.7 21.8 25.6 -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
13.75 2.5 -4.0 4.2 21.5 25.8 -- --
UTI Leadership Equity - Direct (G) Not Ranked
3.22 4.3 -3.8 1.5 21.4 22.4 -- --
JM Core 11 Fund (G) Not Ranked
41.12 5.7 -1.6 2.1 21.4 24.9 23.6 6.4
Peerless Equity Fund - Direct (G) Not Ranked
11.37 4.4 -2.9 4.9 21.2 18.0 -- --
ICICI Pru Select Large Cap Fund - DP (G) Not Ranked
21.37 3.8 -3.8 -0.2 21.2 25.6 -- --
UTI Leadership Equity Fund (G) Rank 4
1,786.14 4.3 -3.9 1.3 21.1 22.0 22.4 12.5
BOI AXA Equity Fund - Direct (G) Not Ranked
2.80 1.2 -5.4 -1.2 20.9 23.9 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,991.78 2.8 -4.3 0.3 20.8 24.6 23.7 16.1
Reliance Focused Large Cap - RP (G) Rank 3
1,141.34 2.5 -4.1 3.9 20.7 25.0 24.8 10.7
BOI AXA Equity Fund-Eco (G) Not Ranked
5.29 1.1 -5.6 -1.5 20.3 23.4 21.4 10.9
UTI India Lifestyle Fund -Direct(G) Not Ranked
2.09 2.5 -3.6 0.8 20.1 19.4 -- --
ICICI Pru Select Large Cap Fund - RP (G) Rank 3
269.75 3.7 -4.1 -0.7 20.1 24.7 22.4 13.8
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
3.38 2.3 -5.6 -0.6 20.1 23.0 -- --
Principal Large Cap - Direct (G) Not Ranked
10.49 3.6 -3.5 1.5 19.8 26.0 -- --
BOI AXA Equity Fund -RP (G) Rank 3
1,489.16 1.1 -5.7 -1.8 19.6 22.6 20.7 10.4
LIC NOMURA Equity Fund (G) Rank 4
315.98 2.3 -5.7 -0.8 19.4 22.2 20.6 10.8
Peerless Equity Fund (G) Not Ranked
40.75 4.2 -3.4 3.9 19.3 16.6 19.0 --
UTI India Lifestyle Fund(G) Rank 3
322.56 2.5 -3.8 0.4 19.3 18.6 19.8 14.8
Principal Large Cap Fund (G) Rank 3
309.95 3.6 -3.7 1.2 19.1 25.3 22.4 12.5
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.70 2.7 -3.8 1.7 19.0 20.7 -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
88.78 3.0 -4.1 -0.2 18.8 27.1 -- --
Canara Robeco Large Cap+ (G) Not Ranked
122.79 2.7 -3.9 1.3 18.1 19.8 20.1 --
ICICI Pru Top 100 Fund (G) Rank 4
1,448.78 2.9 -4.3 -0.7 17.9 26.2 22.6 15.1
IDFC Imperial Equity - Direct (G) Not Ranked
13.68 2.6 -3.5 1.3 17.7 20.0 -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
2.06 3.6 -5.3 1.8 17.6 16.4 -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.19 1.5 -4.6 -0.2 17.3 20.1 -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.63 2.5 -3.4 1.4 17.3 17.3 -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.31 2.0 -6.2 -2.4 16.9 19.5 -- --
Pramerica Large Cap Equity (G) Not Ranked
55.28 2.5 -3.5 1.2 16.8 16.7 18.5 --
IDFC Imperial Equity - Plan B (G) Not Ranked
4.33 2.5 -3.8 0.8 16.8 19.2 17.8 9.4
IDFC Imperial Equity - Regular (G) Not Ranked
126.20 2.5 -3.9 0.8 16.7 19.1 17.7 9.4
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.74 1.5 -4.7 -0.5 16.7 19.4 20.2 11.2
UTI Dividend Yield Fund (G) Rank 4
3,209.97 1.9 -6.3 -2.7 16.1 18.8 17.4 11.1
Indiabulls Blue Chip Fund (G) Not Ranked
17.79 3.5 -5.7 1.0 16.1 15.1 17.1 --
IDFC Equity Fund - Direct (G) Not Ranked
1.78 1.8 -4.9 -0.8 15.6 17.9 -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
87.33 1.9 -6.4 -0.3 14.8 20.1 19.0 12.5
HDFC Index - Sensex Plus - Direct Not Ranked
29.06 1.3 -4.9 -2.3 14.8 19.6 -- --
IDFC Equity Fund - Plan B (G) Not Ranked
0.03 1.7 -5.1 -1.2 14.8 17.2 19.2 11.6
DSP-BR Top 100 Equity - Direct (G) Not Ranked
526.54 1.9 -6.4 -0.3 14.8 20.1 -- --
IDFC Equity Fund - Regular Plan (G) Rank 3
311.37 1.7 -5.1 -1.2 14.8 17.2 19.2 11.5
HDFC Index - Sensex Plus Plan Not Ranked
99.20 1.3 -4.9 -2.4 14.5 19.2 19.6 12.3
Reliance Quant Plus - Direct (G) Not Ranked
2.70 2.0 -5.5 -1.2 14.3 19.8 -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.15 2.0 -2.2 3.1 14.3 17.4 -- --
DSP-BR Top 100 Equity - RP (G) Rank 5
3,010.17 1.9 -6.5 -0.6 14.2 19.4 18.3 11.9
HDFC Top 200 Fund - Direct (G) Not Ranked
771.24 1.3 -5.0 -3.4 13.6 23.4 -- --
Reliance Quant Plus - RP (G) Not Ranked
36.09 1.9 -5.7 -1.6 13.5 18.2 17.9 11.8
HSBC Dynamic Fund (G) Not Ranked
66.10 2.0 -2.4 2.8 13.5 16.6 14.5 8.6
Sundaram Select Focus -Direct (G) Not Ranked
3.87 1.8 -5.7 -1.5 13.4 19.6 -- --
Sundaram Select Focus - IP (G) Not Ranked
0.01 1.8 -5.7 -1.6 13.3 19.4 18.9 9.7
HSBC Equity Fund - Direct (G) Not Ranked
196.72 2.6 -5.3 0.6 13.3 20.5 -- --
HDFC Top 200 Fund (G) Rank 5
13,213.39 1.2 -5.1 -3.7 12.9 22.7 21.3 13.1
Religare Invesco AGILE -Dir (G) Not Ranked
0.06 2.6 -5.4 -1.9 12.7 9.7 -- --
Sundaram Select Focus - RP (G) Rank 4
413.79 1.8 -5.8 -1.8 12.7 18.9 18.4 9.3
HSBC Equity Fund (G) Rank 5
480.88 2.5 -5.5 0.2 12.5 19.7 18.5 10.1
Religare Invesco AGILE Fund (G) Not Ranked
29.11 2.5 -5.9 -2.8 11.0 8.4 12.8 9.9
Sundaram Growth Fund -Direct (G) Not Ranked
9.61 1.3 -9.1 -6.0 10.4 15.8 -- --
Sundaram Growth Fund - RP (G) Rank 4
679.03 1.2 -9.3 -6.4 9.5 15.0 15.4 8.5
Sundaram Equity Plus -Direct (G) Not Ranked
4.27 1.4 -3.9 -1.2 8.9 10.9 -- --
Sundaram Equity Plus (G) Not Ranked
58.92 1.3 -4.1 -1.6 8.5 10.2 9.6 --
Motilal MOSt Shares M50 ETF Not Ranked
29.26 1.4 -5.8 -2.2 8.0 18.9 18.0 --
Sahara Growth Fund - Direct (G) Not Ranked
1.47 1.5 -4.4 -3.5 7.6 20.9 -- --
Sahara Growth Fund (G) Not Ranked
6.40 1.3 -4.8 -4.3 6.2 19.8 17.0 9.6
Sahara Super 20 Fund -Direct (G) Not Ranked
0.06 1.7 -5.4 -3.7 6.2 16.5 -- --
Sahara Super 20 Fund (G) Not Ranked
0.66 1.7 -5.5 -3.9 5.8 16.1 14.6 8.8
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
2.86 3.3 -4.4 4.1 -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-RP (G) Not Ranked
20.79 1.9 -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-DP (G) Not Ranked
6.85 1.9 -- -- -- -- -- --
CATEGORY AVERAGE 2.9 -3.3 1.9 21.1 21.8 19.1 10.1

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