YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : Large Cap
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 27, 2014
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

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 8.1 17.4 47.0 102.1 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
83.42 8.0 17.0 46.2 100.2 -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.14 3.8 8.0 26.3 75.1 -- -- --
Escorts Growth Plan (G) Not Ranked
5.78 3.8 7.9 26.0 74.2 27.1 26.3 12.3
Escorts Leading Sectors -Direct (G) Not Ranked
0.08 9.3 11.5 34.5 71.9 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.45 9.2 11.3 34.0 70.8 27.5 32.4 14.9
Reliance Top 200 - Direct (G) Not Ranked
17.92 7.3 13.1 25.7 66.8 -- -- --
Kotak Select Focus - Direct (G) Not Ranked
7.74 8.3 13.9 28.5 63.9 -- -- --
Franklin (I) Opport. - Direct (G) Not Ranked
3.06 6.7 12.8 29.7 63.3 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.16 6.8 11.3 25.1 63.0 -- -- --
Franklin India Oppor. (G) Rank 2
315.07 6.7 12.7 29.4 62.7 28.4 24.9 13.3
JM Multi Strategy Fund (G) Rank 3
143.48 6.7 11.1 24.6 61.8 26.7 23.8 7.7
JM Core 11 Fund -Direct (G) Not Ranked
0.08 5.7 8.8 18.6 57.6 -- -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 6.3 8.5 17.6 57.2 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
26.44 7.3 10.9 20.6 57.1 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
73.74 6.5 10.3 22.6 57.0 -- -- --
JM Core 11 Fund (G) Not Ranked
39.58 5.6 8.7 18.2 56.4 24.8 24.7 4.7
HDFC Top 200 Fund (G) Rank 4
12,276.81 6.3 8.3 17.2 56.3 26.5 24.4 14.7
L&T Equity Fund (G) Rank 2
2,255.83 6.4 10.2 22.2 56.0 26.1 23.3 15.4
Birla Sun Life Top 100 (G) Rank 1
691.15 7.2 10.6 20.0 55.8 29.4 28.2 16.3
Kotak Opportunities - Direct (G) Not Ranked
5.89 7.2 12.4 26.2 55.8 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
103.00 6.2 10.5 24.2 55.6 -- -- --
UTI Equity Fund (G) Rank 1
3,275.59 6.2 10.4 24.0 55.1 27.2 25.9 16.1
Kotak Opportunities Fund (G) Rank 2
638.18 7.2 12.3 25.8 55.0 26.1 24.7 13.9
SBI Blue Chip Fund - Direct (G) Not Ranked
37.82 5.9 9.5 24.8 54.0 -- -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
25.42 6.9 11.8 21.6 53.5 -- -- --
SBI Blue Chip Fund (G) Rank 1
1,032.19 5.9 9.4 24.5 53.1 27.1 27.8 14.1
Birla SL Frontline Eqty-Direct (G) Not Ranked
349.18 7.1 9.9 20.5 52.9 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.99 4.8 8.6 23.8 52.4 -- -- --
Tata Equity Opp. Fund - Direct (G) Not Ranked
4.78 6.7 9.6 23.4 52.4 -- -- --
Baroda Pioneer Growth (G) Rank 3
227.62 6.9 11.6 21.2 52.3 24.9 21.1 9.5
JPMorgan India Equity - Direct (G) Not Ranked
3.10 7.6 10.9 20.8 52.2 -- -- --
Principal Large Cap - Direct (G) Not Ranked
8.46 6.0 8.3 17.7 52.1 -- -- --
Birla SL Frontline Equity (G) Rank 2
6,054.47 7.0 9.7 20.0 51.7 27.6 27.0 15.4
Tata Equity Opp. Fund (G) Rank 2
494.89 6.7 9.5 23.0 51.4 25.9 25.3 13.3
L&T India Large Cap - Direct (G) Not Ranked
16.04 6.2 10.3 20.4 51.3 -- -- --
Principal Large Cap Fund (G) Rank 3
300.51 5.9 8.1 17.4 51.2 23.7 23.5 13.3
BNP Paribas Equity Fund (G) Rank 1
372.22 4.7 8.3 23.2 51.1 27.4 25.9 15.8
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.79 6.0 9.5 19.3 50.4 -- -- --
L&T India Large Cap Fund (G) Rank 3
321.10 6.2 10.2 20.1 50.3 24.8 22.0 14.6
DWS Alpha Equity Fund -Direct (G) Not Ranked
2.14 6.5 9.4 22.6 50.3 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
1.40 5.5 9.1 20.9 50.3 -- -- --
JPMorgan India Equity Fund (G) Rank 3
212.82 7.5 10.5 20.1 50.0 24.2 22.4 14.0
UTI Mastershare - Direct (G) Not Ranked
27.88 7.0 9.8 22.8 49.9 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
4.64 7.3 9.8 23.3 49.9 -- -- --
UTI Opportunities Fund - Direct (G) Not Ranked
273.51 5.4 9.1 21.8 49.7 -- -- --
BOI AXA Equity Fund - Direct (G) Not Ranked
0.93 5.9 8.2 22.2 49.6 -- -- --
UTI Top 100 Fund (G) Rank 3
649.44 7.3 9.7 23.2 49.5 23.0 22.0 12.6
UTI Dividend Yield Fund (G) Rank 5
3,126.94 5.9 9.3 18.9 49.5 20.8 18.5 13.2
UTI Mastershare (G) Rank 3
2,750.95 7.0 9.7 22.5 49.4 23.9 21.9 13.4
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
72.64 7.0 8.9 21.2 49.3 -- -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
47.74 5.1 8.7 18.5 49.2 -- -- --
ICICI Pru Target Returns - RP (G) Not Ranked
61.35 5.4 8.8 20.5 49.2 26.3 24.2 14.2
DWS Alpha Equity Fund -RP (G) Not Ranked
63.12 6.4 9.2 22.2 49.2 25.9 22.6 11.6
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 6.4 9.2 22.2 49.2 25.9 22.6 11.6
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 5.8 9.3 20.5 49.1 27.5 25.5 17.9
Axis Equity Fund - Direct (G) Not Ranked
26.59 7.4 11.2 19.9 49.1 -- -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 5.8 9.3 20.5 49.1 -- -- --
BOI AXA Equity Fund-Eco (G) Not Ranked
5.39 5.9 8.1 22.0 49.1 24.6 22.8 10.6
LIC NOMURA Equity Fund -Direct (G) Not Ranked
1.88 7.0 8.9 20.0 49.0 -- -- --
Kotak 50 - Direct (G) Not Ranked
6.72 6.9 9.6 22.5 48.6 -- -- --
UTI Opportunities Fund (G) Rank 2
4,428.25 5.3 8.9 21.3 48.5 23.3 23.1 15.9
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
SBI Magnum Equity Fund (G) Rank 4
1,120.17 7.0 8.7 20.9 48.4 23.0 22.9 14.1
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.17 6.5 9.8 25.2 48.2 -- -- --
ICICI Pru Top 100 Fund (G) Rank 3
1,012.25 5.1 8.6 18.1 48.1 27.3 25.8 15.4
BOI AXA Equity Fund -RP (G) Rank 2
196.16 5.8 7.9 21.6 48.1 23.8 22.1 10.1
Can Robeco Equity Div. - Direct (G) Not Ranked
12.79 6.5 8.3 18.2 48.0 -- -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 5.7 9.1 20.0 48.0 26.3 24.4 16.9
LIC NOMURA Equity Fund (G) Rank 4
304.48 6.9 8.6 19.6 47.7 22.9 22.3 11.0
Kotak 50 (G) Rank 4
657.37 6.9 9.4 22.0 47.7 23.1 21.7 12.2
Can Robeco Equity Divers (G) Rank 3
722.14 6.4 8.2 17.9 47.3 22.4 22.7 15.5
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.85 7.3 9.2 23.4 47.3 -- -- --
Axis Equity Fund (G) Rank 3
1,025.15 7.2 10.8 19.0 47.2 27.9 26.6 --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
1.07 7.9 9.8 25.4 46.9 -- -- --
Union KBC Equity Fund - Direct (G) Not Ranked
4.30 5.4 8.5 16.8 46.6 -- -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
95.32 7.2 9.1 23.1 46.4 24.2 -- --
Religare Invesco Bus-Leaders (G) Not Ranked
21.82 6.4 9.4 24.4 46.4 24.1 22.5 12.7
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
0.01 6.7 8.9 18.9 46.4 -- -- --
UTI Leadership Equity - Direct (G) Not Ranked
1.94 6.0 7.7 19.1 46.3 -- -- --
Taurus Bonanza Fund (G) Not Ranked
24.82 6.7 8.8 18.8 46.2 18.8 17.5 9.7
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 6.0 10.2 21.2 46.2 -- -- --
UTI Leadership Equity Fund (G) Rank 3
1,582.49 6.0 7.6 18.9 45.9 23.7 22.9 11.9
LIC NOMURA Growth Fund (G) Not Ranked
73.45 7.9 9.5 24.9 45.9 22.6 22.2 11.4
DSP-BR Top 100 Equity - Direct (G) Not Ranked
348.65 5.2 6.8 15.2 45.8 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
79.55 5.2 6.8 15.2 45.8 20.7 21.1 12.6
Edelweiss Equity Enhancer -B (G) Not Ranked
0.18 6.0 10.1 21.0 45.7 21.6 19.3 10.7
Union KBC Equity Fund (G) Rank 3
117.29 5.4 8.3 16.4 45.6 23.0 22.1 --
Reliance Focused Large Cap-Dir (G) Not Ranked
10.47 5.7 7.6 15.9 45.6 -- -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.82 6.7 9.4 20.9 45.6 -- -- --
Edelweiss Equity Enhancer -A (G) Not Ranked
0.20 5.9 10.1 21.0 45.6 21.6 19.4 10.9
DSP-BR Top 100 Equity - RP (G) Rank 5
2,874.31 5.1 6.7 14.9 45.0 20.0 20.4 12.0
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.61 6.7 9.3 20.6 45.0 24.6 24.3 14.1
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
40.81 6.7 9.3 20.6 44.9 24.7 24.3 14.3
Sahara Growth Fund - Direct (G) Not Ranked
0.67 3.6 3.8 11.6 44.9 -- -- --
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.98 6.8 9.3 20.6 44.9 24.6 24.4 14.4
HDFC Index - Sensex Plus - Direct Not Ranked
22.47 5.5 6.6 17.3 44.8 -- -- --
Reliance Focused Large Cap - RP (G) Rank 4
1,087.77 5.6 7.4 15.6 44.6 23.2 25.0 8.8
Franklin (I) Bluechip - Direct (G) Not Ranked
728.14 5.8 9.9 20.3 44.6 -- -- --
HDFC Index - Sensex Plus Plan Rank 3
88.95 5.5 6.5 17.1 44.3 22.7 22.0 13.1
Sahara Growth Fund (G) Not Ranked
6.93 3.5 3.5 11.1 43.9 19.3 19.8 10.1
Franklin India Bluechip (G) Rank 5
4,591.15 5.7 9.7 19.8 43.4 21.6 20.3 13.8
HSBC Equity Fund - Direct (G) Not Ranked
146.57 6.1 5.6 12.2 43.0 -- -- --
Reliance Quant Plus - Direct (G) Not Ranked
2.46 5.8 5.7 15.4 42.9 -- -- --
Sundaram Select Focus -Direct (G) Not Ranked
2.85 6.2 6.6 15.2 42.7 -- -- --
Sundaram Growth Fund -Direct (G) Not Ranked
1.73 6.7 7.9 17.5 42.5 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.37 5.5 7.6 16.7 42.3 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
0.17 6.2 6.6 15.1 42.3 21.2 18.9 9.7
HSBC Equity Fund (G) Rank 5
473.49 6.1 5.4 11.9 42.0 19.6 18.7 10.1
Axis Focused 25 Fund - Direct (G) Not Ranked
0.88 7.9 10.4 22.5 42.0 -- -- --
Sundaram Select Focus - RP (G) Rank 4
443.36 6.1 6.4 14.8 41.7 20.7 18.3 9.1
Sundaram Growth Fund - RP (G) Rank 4
178.14 6.6 7.8 17.0 41.5 18.5 18.1 9.4
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.95 6.8 7.0 18.6 41.5 -- -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
17.46 5.4 6.9 17.1 41.3 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
120.56 5.4 7.4 16.2 41.2 21.0 21.2 --
UTI India Lifestyle Fund(G) Rank 3
317.52 6.7 6.9 18.3 40.7 20.8 21.3 15.3
Axis Focused 25 Fund (G) Not Ranked
129.54 7.8 10.1 21.8 40.5 22.7 -- --
Tata Pure Equity Fund (G) Rank 3
703.16 5.3 6.7 16.8 40.4 21.0 21.5 12.5
Reliance Quant Plus - RP (G) Not Ranked
38.03 5.7 5.5 15.0 40.3 20.6 20.5 12.2
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.10 5.8 6.3 17.4 39.8 -- -- --
IDFC Imperial Equity - Direct (G) Not Ranked
12.56 5.8 6.8 16.4 39.3 -- -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.56 5.8 6.1 17.1 39.1 22.2 21.1 11.0
IDFC Equity Fund - Direct (G) Not Ranked
1.52 5.5 6.2 16.5 38.6 -- -- --
IDFC Imperial Equity - Plan B (G) Not Ranked
4.86 5.8 6.7 16.0 38.6 18.3 16.9 9.7
IDFC Imperial Equity - Regular (G) Rank 4
126.41 5.8 6.7 16.0 38.6 18.3 16.9 9.7
Motilal MOSt Shares M50 ETF Not Ranked
33.10 5.9 2.3 10.1 38.3 20.7 20.8 --
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 5.4 6.0 16.2 38.0 20.6 21.0 11.7
IDFC Equity Fund - Regular Plan (G) Rank 3
307.03 5.4 6.0 16.2 37.9 20.6 21.0 11.6
Sahara Super 20 Fund -Direct (G) Not Ranked
0.05 4.8 5.4 10.3 37.2 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.72 4.8 5.4 10.1 36.7 17.6 16.1 9.1
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.74 6.8 9.5 15.0 36.6 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
50.75 6.7 9.3 14.8 35.9 17.8 17.0 --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
1.11 5.8 6.1 15.4 33.6 -- -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.13 3.5 3.9 10.7 33.4 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.63 4.9 5.1 15.4 33.1 -- -- --
HSBC Dynamic Fund (G) Not Ranked
68.40 3.5 3.7 10.3 32.5 13.8 14.2 7.8
Indiabulls Blue Chip Fund (G) Not Ranked
7.24 5.6 5.8 14.9 32.2 16.5 -- --
Peerless Equity Fund (G) Not Ranked
29.46 4.7 4.7 14.6 31.6 16.4 17.7 --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 6.8 4.7 14.1 24.4 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
33.83 6.8 4.3 13.5 23.2 12.5 15.1 8.7
Sundaram Equity Plus -Direct (G) Not Ranked
4.54 3.5 3.0 10.3 21.5 -- -- --
Sundaram Equity Plus (G) Not Ranked
67.52 3.5 2.8 10.2 20.4 9.7 9.4 --
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 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
CATEGORY AVERAGE 6.0 8.4 19.5 46.9 11.7 10.8 5.5

Note : Returns have been calculated based on NAV's as on Nov 27, 2014 & Index values as on Nov 27, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.