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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 27, 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 1.7 4.7 11.5 50.9 38.7 -- --
Escorts Leading Sectors (G) Not Ranked
1.56 1.7 4.7 11.5 50.3 38.2 34.9 16.3
Franklin (I) Opport. - Direct (G) Not Ranked
7.70 2.7 -4.4 6.2 39.7 33.7 -- --
Franklin India Oppor. (G) Rank 1
356.73 2.7 -4.5 6.0 39.1 33.2 27.7 15.1
SBI Blue Chip Fund - Direct (G) Not Ranked
118.90 3.2 -0.8 7.4 34.5 29.2 -- --
Kotak Select Focus Fund - Direct (G) Not Ranked
113.97 2.6 -5.5 2.6 33.9 32.0 -- --
SBI Blue Chip Fund (G) Rank 1
1,404.09 3.1 -1.1 6.9 33.6 28.4 28.4 15.6
Escorts Growth Plan - Direct (G) Not Ranked
0.37 1.7 -3.3 4.4 33.5 36.1 -- --
Escorts Growth Plan (G) Not Ranked
7.47 1.7 -3.3 4.5 33.2 35.6 27.1 10.8
Kotak Opportunities - Direct (G) Not Ranked
8.76 2.7 -5.7 3.7 32.7 28.8 -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.58 2.2 -4.5 4.8 32.4 25.3 -- --
Kotak Opportunities Fund - Regular (G) Rank 2
656.36 2.6 -6.0 3.2 31.6 27.9 25.6 14.1
Tata Equity Opp. Fund - Direct (G) Not Ranked
10.71 2.4 -6.1 5.2 31.6 29.4 -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
4.74 2.3 -5.0 5.0 31.5 26.3 -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
133.65 2.2 -5.1 4.8 30.9 25.6 24.3 --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
5.63 2.8 -5.9 2.9 30.8 25.6 -- --
Religare Invesco Bus-Leaders (G) Not Ranked
26.87 2.1 -4.9 3.8 30.3 23.7 24.4 13.0
Tata Equity Opp. Fund (G) Rank 1
912.88 2.3 -6.3 4.5 30.3 28.3 25.4 14.2
LIC NOMURA Growth Fund (G) Not Ranked
82.91 2.7 -6.1 2.5 29.8 24.8 22.5 12.0
JM Multi Strategy Fund -Direct (G) Not Ranked
0.25 4.6 -5.5 2.1 29.8 28.4 -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
1.43 3.9 -1.2 6.4 29.8 24.6 -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
1.43 4.3 -5.1 4.7 29.7 22.1 -- --
Reliance Top 200 - Direct (G) Not Ranked
30.13 1.5 -5.8 1.3 29.5 30.7 -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
62.45 3.8 -1.4 6.0 29.2 24.0 24.8 15.8
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
1.08 3.9 -1.4 6.0 29.1 24.0 24.8 15.9
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.71 3.8 -1.4 6.0 29.1 24.0 24.8 15.5
JM Multi Strategy Fund (G) Not Ranked
151.47 4.4 -5.7 1.7 28.8 27.4 25.3 9.5
UTI Top 100 Fund - Direct (G) Not Ranked
7.08 1.8 -5.3 2.9 28.3 24.7 -- --
Kotak 50 - Direct Plan (G) Not Ranked
10.52 1.8 -6.0 3.5 28.2 23.3 -- --
Axis Focused 25 Fund (G) Not Ranked
248.39 4.1 -5.4 3.9 28.1 20.8 -- --
UTI Top 100 Fund (G) Rank 2
752.28 1.8 -5.5 2.7 27.9 24.3 23.3 13.9
UTI Equity Fund - Direct (G) Not Ranked
251.46 2.6 -3.9 1.6 27.8 26.6 -- --
UTI Equity Fund (G) Rank 2
3,919.10 2.6 -4.0 1.4 27.4 26.2 25.1 16.5
Kotak 50 - Regular Plan (G) Rank 3
722.41 1.6 -6.3 3.0 27.1 22.5 23.1 13.0
UTI Mastershare - Direct (G) Not Ranked
45.86 1.6 -6.4 2.3 27.0 24.5 -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
7.10 1.7 -5.0 1.9 26.6 25.0 -- --
UTI Mastershare (G) Rank 2
3,072.05 1.5 -6.5 2.1 26.5 24.0 22.7 13.5
JPMorgan India Equity - Direct (G) Not Ranked
3.32 2.2 -6.3 3.1 26.2 27.3 -- --
DWS Alpha Equity Fund -WP (G) Not Ranked
0.13 1.6 -5.3 1.4 25.5 24.1 24.2 11.8
DWS Alpha Equity Fund -RP (G) Not Ranked
82.78 1.6 -5.3 1.4 25.5 24.1 24.1 11.8
SBI Magnum Equity Fund - Direct (G) Not Ranked
92.19 2.3 -3.4 3.0 25.5 23.5 -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
973.45 2.4 -3.2 3.1 25.5 23.0 -- --
Edelweiss Eqty Enhancer - Direct (G) Not Ranked
0.04 3.2 -2.6 2.3 25.3 23.0 -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
1.19 2.3 -5.1 1.9 25.0 26.0 -- --
Edelweiss Value Opportunities Fund (G) Not Ranked
0.30 3.1 -2.7 2.1 24.9 22.6 17.0 11.3
Edelweiss Equity Enhancer - Plan B (G) Not Ranked
0.15 3.2 -2.7 2.2 24.8 22.7 16.9 11.2
JPMorgan India Equity Fund (G) Rank 3
239.37 2.1 -6.6 2.4 24.7 25.6 23.0 13.8
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 -Direct (G) Not Ranked
0.02 2.8 -4.9 3.8 24.6 22.5 -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
L&T India Large Cap - Direct (G) Not Ranked
24.02 3.0 -7.0 1.8 24.4 26.1 -- --
Franklin India Bluechip (G) Rank 3
5,173.63 2.4 -3.4 2.6 24.4 22.0 21.2 13.5
Birla SL Frontline Eqty-Direct (G) Not Ranked
698.43 1.6 -5.3 1.9 24.3 27.3 -- --
Taurus Bonanza Fund (G) Not Ranked
24.82 2.6 -5.1 3.5 24.2 22.2 20.1 10.5
Baroda Pioneer Growth (G) Not Ranked
238.33 2.3 -5.2 1.5 24.1 25.0 22.6 10.4
L&T India Large Cap Fund (G) Rank 2
347.58 2.9 -7.1 1.4 23.6 25.3 22.8 13.7
Birla SL Frontline Equity (G) Rank 3
7,900.44 1.5 -5.5 1.4 23.2 26.2 26.9 15.4
UTI Opportunities Fund - Direct (G) Not Ranked
379.13 1.1 -6.4 -0.4 22.7 23.3 -- --
Birla SL Top 100 - Direct (G) Not Ranked
65.83 1.6 -5.3 0.4 22.5 29.4 -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
83.35 2.0 -6.0 2.9 22.1 22.8 -- --
UTI Opportunities Fund (G) Rank 3
5,088.94 1.1 -6.5 -0.8 21.8 22.4 21.4 15.7
Birla Sun Life Top 100 (G) Rank 2
1,233.88 1.5 -5.5 -- 21.4 28.3 26.5 16.4
Peerless Equity Fund - Direct (G) Not Ranked
11.37 3.8 -3.3 3.9 21.2 17.8 -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
13.75 1.5 -6.0 2.9 21.1 25.8 -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 1.1 -6.2 -0.7 21.0 25.2 24.7 16.7
ICICI Pru Focused. Blue -Direct (G) Not Ranked
735.53 1.1 -6.1 -0.7 21.0 25.1 -- --
Tata Pure Equity Fund (G) Rank 3
767.85 1.9 -6.4 2.1 20.9 21.7 21.0 12.6
BOI AXA Equity Fund - Direct (G) Not Ranked
2.80 -0.1 -7.2 -2.1 20.8 23.8 -- --
Reliance Focused Large Cap - RP (G) Rank 3
1,141.34 1.5 -6.1 2.6 20.3 25.0 24.9 10.4
UTI Leadership Equity - Direct (G) Not Ranked
3.22 2.0 -7.1 -0.4 20.2 21.8 -- --
BOI AXA Equity Fund-Eco (G) Not Ranked
5.29 -0.2 -7.4 -2.5 20.2 23.2 21.4 10.7
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,991.78 1.0 -6.4 -1.1 20.0 24.1 23.6 15.8
ICICI Pru Select Large Cap Fund - DP (G) Not Ranked
21.37 1.6 -6.7 -2.3 19.9 24.8 -- --
UTI Leadership Equity Fund (G) Rank 4
1,786.14 2.0 -7.1 -0.5 19.8 21.4 22.2 12.1
JM Core 11 Fund -Direct (G) Not Ranked
0.17 1.4 -6.6 -1.5 19.5 24.3 -- --
BOI AXA Equity Fund -RP (G) Rank 3
1,489.16 -0.2 -7.5 -2.7 19.5 22.4 20.7 10.2
LIC NOMURA Equity Fund -Direct (G) Not Ranked
3.38 0.9 -7.7 -2.1 19.3 22.7 -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
2.09 1.2 -5.1 -0.5 19.2 19.0 -- --
Peerless Equity Fund (G) Not Ranked
40.75 3.6 -3.7 2.9 19.2 16.4 19.1 --
Principal Large Cap - Direct (G) Not Ranked
10.49 1.8 -6.3 -0.1 19.0 25.5 -- --
ICICI Pru Select Large Cap Fund - RP (G) Rank 3
269.75 1.5 -7.0 -2.8 18.8 23.9 22.1 13.4
LIC NOMURA Equity Fund (G) Rank 4
315.98 0.9 -7.8 -2.4 18.6 21.9 20.6 10.8
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.70 1.0 -6.8 0.2 18.6 20.4 -- --
UTI India Lifestyle Fund(G) Rank 3
322.56 1.1 -5.2 -0.9 18.5 18.3 19.7 14.4
JM Core 11 Fund (G) Not Ranked
41.12 1.3 -6.8 -2.0 18.5 23.3 22.8 6.1
Principal Large Cap Fund (G) Rank 3
309.95 1.8 -6.4 -0.5 18.3 24.8 22.2 12.1
Canara Robeco Large Cap+ (G) Not Ranked
122.79 0.9 -7.0 -0.2 17.6 19.4 20.1 --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
88.78 1.4 -5.4 -1.7 17.4 26.4 -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.19 0.9 -5.6 -1.0 17.3 19.8 -- --
IDFC Imperial Equity - Direct (G) Not Ranked
13.68 0.8 -5.7 -0.6 17.1 19.2 -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.31 1.1 -7.1 -3.4 16.9 19.3 -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.74 0.8 -5.7 -1.3 16.7 19.2 20.2 11.2
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
2.06 1.2 -8.6 -0.2 16.7 15.7 -- --
ICICI Pru Top 100 Fund (G) Rank 4
1,448.78 1.3 -5.6 -2.1 16.5 25.4 22.3 14.7
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.63 0.9 -5.6 -0.1 16.3 16.8 -- --
UTI Dividend Yield Fund (G) Rank 4
3,209.97 1.1 -7.2 -3.7 16.2 18.6 17.6 11.0
IDFC Imperial Equity - Plan B (G) Not Ranked
4.33 0.7 -6.0 -1.0 16.2 18.4 17.5 9.1
IDFC Imperial Equity - Regular (G) Not Ranked
126.20 0.7 -6.0 -1.1 16.1 18.4 17.5 9.1
Pramerica Large Cap Equity (G) Not Ranked
55.28 0.9 -5.6 -0.2 15.8 16.2 18.4 --
Indiabulls Blue Chip Fund (G) Not Ranked
17.79 0.9 -9.0 -1.0 15.2 14.4 16.8 --
IDFC Equity Fund - Direct (G) Not Ranked
1.78 0.6 -6.4 -2.3 15.2 17.4 -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
526.54 0.6 -9.2 -1.8 15.0 20.0 -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
87.33 0.6 -9.2 -1.8 15.0 20.0 19.0 12.3
HDFC Index - Sensex Plus - Direct Not Ranked
29.06 0.7 -5.7 -3.2 14.9 19.4 -- --
HDFC Index - Sensex Plus Plan Not Ranked
99.20 0.7 -5.7 -3.3 14.5 19.0 19.7 12.2
IDFC Equity Fund - Plan B (G) Not Ranked
0.03 0.4 -6.7 -2.7 14.4 16.7 19.1 11.2
DSP-BR Top 100 Equity - RP (G) Rank 5
3,010.17 0.6 -9.3 -2.0 14.4 19.4 18.4 11.7
IDFC Equity Fund - Regular Plan (G) Rank 3
311.37 0.4 -6.7 -2.7 14.4 16.7 19.0 11.1
HSBC Dynamic Fund - Direct (G) Not Ranked
0.15 1.2 -3.5 2.4 14.2 17.2 -- --
Reliance Quant Plus - Direct (G) Not Ranked
2.70 1.0 -7.4 -2.2 14.1 19.6 -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
771.24 -0.2 -6.6 -5.0 13.7 23.1 -- --
HSBC Dynamic Fund (G) Not Ranked
66.10 1.2 -3.7 2.1 13.4 16.4 14.5 8.3
Reliance Quant Plus - RP (G) Not Ranked
36.09 0.9 -7.6 -2.6 13.2 18.1 18.0 11.6
HDFC Top 200 Fund (G) Rank 5
13,213.39 -0.3 -6.8 -5.3 13.0 22.4 21.3 12.9
Sundaram Select Focus -Direct (G) Not Ranked
3.87 0.2 -8.0 -2.9 12.9 19.0 -- --
Sundaram Select Focus - IP (G) Not Ranked
0.01 0.2 -8.0 -3.0 12.7 18.8 18.8 9.6
Religare Invesco AGILE -Dir (G) Not Ranked
0.06 1.4 -9.6 -3.9 12.5 10.1 -- --
HSBC Equity Fund - Direct (G) Not Ranked
196.72 0.9 -7.1 -1.1 12.5 19.9 -- --
Sundaram Select Focus - RP (G) Rank 4
413.79 0.1 -8.1 -3.2 12.1 18.3 18.2 8.9
HSBC Equity Fund (G) Rank 5
480.88 0.8 -7.3 -1.5 11.7 19.1 18.4 9.8
Religare Invesco AGILE Fund (G) Not Ranked
29.11 1.3 -9.9 -4.7 11.0 8.8 13.0 9.6
Sundaram Growth Fund -Direct (G) Not Ranked
9.61 -- -10.7 -7.1 10.1 15.2 -- --
Sundaram Growth Fund - RP (G) Rank 4
679.03 -0.1 -10.9 -7.6 9.2 14.5 15.3 8.1
Sundaram Equity Plus -Direct (G) Not Ranked
4.27 0.5 -5.3 -2.2 8.8 10.7 -- --
Sundaram Equity Plus (G) Not Ranked
58.92 0.4 -5.4 -2.5 8.4 10.0 9.6 --
Sahara Growth Fund - Direct (G) Not Ranked
1.47 0.9 -5.6 -4.2 8.3 20.9 -- --
Motilal MOSt Shares M50 ETF Not Ranked
29.26 0.5 -7.0 -3.3 7.8 18.5 18.0 --
Sahara Growth Fund (G) Not Ranked
6.40 0.7 -6.1 -5.0 6.8 19.9 17.2 9.6
Sahara Super 20 Fund -Direct (G) Not Ranked
0.06 1.3 -6.3 -4.6 6.6 16.4 -- --
Sahara Super 20 Fund (G) Not Ranked
0.66 1.2 -6.4 -4.8 6.2 16.0 14.7 8.6
UTI Master Plus US - Direct (G) Not Ranked
0.05 -- -- -- -- -- -- --
UTI Master Plus US (G) Not Ranked
117.93 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
JPMorgan India Top 100 Fund -DP (G) Not Ranked
2.86 1.6 -7.2 2.4 -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-RP (G) Not Ranked
20.79 1.2 -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr2-DP (G) Not Ranked
6.85 1.2 -- -- -- -- -- --
CATEGORY AVERAGE 1.5 -5.3 0.6 20.5 21.5 19.1 9.9

Note : Returns have been calculated based on NAV's as on May 27, 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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