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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 Oct 30, 2014
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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 0.3 15.0 49.7 85.1 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
83.42 0.2 14.6 49.0 83.4 -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.14 2.3 9.4 36.8 66.6 -- -- --
Escorts Growth Plan (G) Not Ranked
5.78 2.3 9.3 36.4 65.7 28.0 20.4 14.0
Escorts Leading Sectors -Direct (G) Not Ranked
0.08 1.9 11.3 35.5 58.9 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.45 1.8 11.2 35.1 58.2 28.5 23.6 15.3
Reliance Top 200 - Direct (G) Not Ranked
17.92 5.0 12.2 36.2 55.8 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.16 3.2 10.6 36.3 53.9 -- -- --
JM Core 11 Fund -Direct (G) Not Ranked
0.08 6.3 10.1 32.8 53.8 -- -- --
Franklin (I) Opport. - Direct (G) Not Ranked
3.06 4.7 13.9 36.1 53.1 -- -- --
JM Multi Strategy Fund (G) Rank 3
143.48 3.2 10.4 35.9 52.8 26.7 18.4 8.2
JM Core 11 Fund (G) Not Ranked
39.58 6.2 9.9 32.4 52.6 24.4 18.3 5.1
Franklin India Oppor. (G) Rank 2
315.07 4.7 13.8 35.9 52.6 28.3 19.5 14.1
Kotak Select Focus - Direct (G) Not Ranked
7.74 3.6 13.0 35.6 49.2 -- -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 3.5 8.3 30.1 48.2 -- -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 3.5 8.2 29.7 47.3 25.9 19.1 15.4
Birla SL Top 100 - Direct (G) Not Ranked
26.44 3.6 8.4 30.1 45.4 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
73.74 2.9 9.3 30.6 45.4 -- -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
37.82 2.7 9.9 31.6 45.1 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
103.00 3.3 10.3 32.1 45.0 -- -- --
UTI Equity Fund (G) Rank 1
3,275.59 3.3 10.2 31.9 44.6 26.4 21.3 17.3
L&T Equity Fund (G) Rank 2
2,255.83 2.8 9.1 30.2 44.5 25.1 18.0 16.4
SBI Blue Chip Fund (G) Rank 1
1,032.19 2.7 9.7 31.3 44.3 27.5 23.4 15.3
Birla Sun Life Top 100 (G) Rank 1
691.15 3.5 8.2 29.5 44.2 28.8 22.5 17.4
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.99 2.0 9.1 35.8 43.3 -- -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
25.42 3.9 10.0 30.2 42.6 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
5.89 3.9 11.6 32.9 42.4 -- -- --
BNP Paribas Equity Fund (G) Rank 1
372.22 1.9 8.8 35.3 42.2 29.2 21.9 17.0
Principal Large Cap - Direct (G) Not Ranked
8.46 3.4 7.8 27.1 42.1 -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
349.18 3.2 8.0 28.4 41.8 -- -- --
Kotak Opportunities Fund (G) Rank 2
638.18 3.8 11.5 32.6 41.6 25.3 19.7 14.7
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
47.74 3.7 8.3 28.0 41.6 -- -- --
Principal Large Cap Fund (G) Rank 3
300.51 3.4 7.7 26.8 41.4 23.7 19.0 14.3
Baroda Pioneer Growth (G) Rank 3
227.62 3.9 9.8 29.8 41.4 23.6 15.6 10.3
ICICI Pru Target Returns-Direct (G) Not Ranked
1.40 3.7 10.4 28.7 41.3 -- -- --
Tata Equity Opp. Fund - Direct (G) Not Ranked
4.78 1.9 9.1 29.5 41.2 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
3.10 2.8 8.7 29.8 40.7 -- -- --
Birla SL Frontline Equity (G) Rank 2
6,054.47 3.1 7.8 27.8 40.6 27.5 21.6 16.3
ICICI Pru Top 100 Fund (G) Rank 3
1,012.25 3.7 8.1 27.5 40.5 27.5 21.9 16.7
ICICI Pru Target Returns - RP (G) Not Ranked
61.35 3.7 10.2 28.3 40.4 26.3 19.7 15.4
Tata Equity Opp. Fund (G) Rank 2
494.89 1.8 8.9 29.1 40.2 26.0 20.5 14.8
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.79 2.8 8.6 27.7 40.0 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 4.1 9.2 29.0 39.8 27.9 21.1 19.0
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 4.1 9.2 29.0 39.8 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
10.47 3.8 7.8 23.5 39.7 -- -- --
L&T India Large Cap - Direct (G) Not Ranked
16.04 3.0 9.0 29.1 39.5 -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
1.88 2.6 7.4 26.9 39.4 -- -- --
BOI AXA Equity Fund - Direct (G) Not Ranked
0.93 2.5 9.0 28.9 39.3 -- -- --
UTI Dividend Yield Fund (G) Rank 5
3,126.94 2.8 8.4 27.3 39.1 19.3 14.1 14.4
UTI Opportunities Fund - Direct (G) Not Ranked
273.51 2.3 9.1 30.4 39.1 -- -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
Sahara Growth Fund - Direct (G) Not Ranked
0.67 3.2 2.4 25.5 39.0 -- -- --
BOI AXA Equity Fund-Eco (G) Not Ranked
5.39 2.5 9.0 28.8 38.9 24.1 17.5 12.3
JPMorgan India Equity Fund (G) Rank 3
212.82 2.7 8.4 28.6 38.7 23.0 16.9 15.1
Reliance Focused Large Cap - RP (G) Rank 4
1,087.77 3.8 7.7 23.0 38.7 23.8 20.3 9.6
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 4.0 8.9 28.5 38.7 26.7 20.1 18.0
L&T India Large Cap Fund (G) Rank 3
321.10 3.0 8.8 28.7 38.6 23.9 16.8 15.7
LIC NOMURA Equity Fund (G) Rank 4
304.48 2.5 7.2 26.1 38.3 22.3 16.3 11.8
UTI Top 100 Fund - Direct (G) Not Ranked
4.64 2.2 8.5 28.0 38.3 -- -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
2.14 3.0 9.3 30.3 38.2 -- -- --
Sahara Growth Fund (G) Not Ranked
6.93 3.0 2.0 24.9 38.1 19.1 15.6 11.0
UTI Top 100 Fund (G) Rank 3
649.44 2.2 8.5 27.9 38.0 21.6 17.1 13.6
Union KBC Equity Fund - Direct (G) Not Ranked
4.30 3.8 5.6 25.8 38.0 -- -- --
UTI Opportunities Fund (G) Rank 2
4,428.25 2.3 8.9 29.9 38.0 23.2 19.4 17.3
BOI AXA Equity Fund -RP (G) Rank 2
196.16 2.4 8.8 28.3 38.0 23.2 16.8 11.8
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
UTI Mastershare - Direct (G) Not Ranked
27.88 2.6 8.0 28.0 37.7 -- -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.17 2.1 8.8 29.7 37.4 -- -- --
UTI Mastershare (G) Rank 3
2,750.95 2.6 7.8 27.8 37.2 22.6 16.8 14.2
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 3.0 9.1 29.8 37.2 25.1 17.8 12.4
Axis Equity Fund - Direct (G) Not Ranked
26.59 3.4 8.7 26.7 37.1 -- -- --
DWS Alpha Equity Fund -RP (G) Not Ranked
63.12 3.0 9.1 29.8 37.1 25.0 17.8 12.4
Union KBC Equity Fund (G) Rank 3
117.29 3.7 5.5 25.5 37.1 23.0 17.3 --
Can Robeco Equity Div. - Direct (G) Not Ranked
12.79 2.6 7.0 26.9 37.0 -- -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 3.2 8.3 26.7 36.8 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
72.64 3.3 8.8 26.8 36.8 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.85 2.2 8.9 27.6 36.7 -- -- --
Can Robeco Equity Divers (G) Rank 3
722.14 2.6 6.8 26.5 36.4 21.6 18.3 16.3
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Edelweiss Equity Enhancer -A (G) Not Ranked
0.20 3.1 8.2 26.5 36.3 19.9 13.9 12.1
Edelweiss Equity Enhancer -B (G) Not Ranked
0.18 3.2 8.2 26.5 36.3 19.8 13.9 11.9
Taurus Bonanza Fund -Direct (G) Not Ranked
0.01 2.6 7.0 25.4 36.2 -- -- --
Kotak 50 - Direct (G) Not Ranked
6.72 3.7 9.7 28.1 36.1 -- -- --
SBI Magnum Equity Fund (G) Rank 4
1,120.17 3.2 8.7 26.5 36.1 23.2 17.9 14.8
Taurus Bonanza Fund (G) Not Ranked
24.82 2.6 6.9 25.3 36.0 17.8 12.9 10.9
IDBI India Top 100 Equity Fund (G) Not Ranked
95.32 2.2 8.8 27.2 35.9 23.2 -- --
Religare Invesco Bus-Leaders (G) Not Ranked
21.82 1.9 8.5 29.0 35.9 23.5 17.3 13.8
Axis Equity Fund (G) Rank 3
1,025.15 3.3 8.3 25.8 35.6 27.0 21.1 --
Franklin (I) Bluechip - Direct (G) Not Ranked
728.14 4.3 9.1 27.2 35.4 -- -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
348.65 3.2 7.1 27.6 35.4 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
79.55 3.2 7.0 27.6 35.4 21.7 16.6 13.7
Kotak 50 (G) Rank 4
657.37 3.6 9.5 27.7 35.3 23.2 16.9 13.0
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.82 1.7 7.4 28.2 35.1 -- -- --
HDFC Index - Sensex Plus - Direct Not Ranked
22.47 3.2 6.4 26.7 35.0 -- -- --
DSP-BR Top 100 Equity - RP (G) Rank 5
2,874.31 3.1 6.9 27.2 34.7 21.0 16.0 13.1
HDFC Index - Sensex Plus Plan Rank 3
88.95 3.1 6.4 26.5 34.6 22.0 17.1 14.2
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.61 1.7 7.3 27.9 34.6 24.1 18.9 15.1
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.98 1.7 7.3 27.9 34.6 24.1 19.5 15.4
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
40.81 1.7 7.3 27.9 34.6 24.1 19.5 15.3
UTI Leadership Equity - Direct (G) Not Ranked
1.94 2.4 8.2 24.7 34.5 -- -- --
Franklin India Bluechip (G) Rank 5
4,591.15 4.2 8.8 26.6 34.4 21.7 16.0 14.8
UTI Leadership Equity Fund (G) Rank 3
1,582.49 2.4 8.1 24.5 34.1 23.1 18.1 13.0
LIC NOMURA Growth Fund -Direct (G) Not Ranked
1.07 0.8 8.6 24.5 33.7 -- -- --
Sundaram Select Focus -Direct (G) Not Ranked
2.85 2.3 6.3 25.3 33.5 -- -- --
Sundaram Growth Fund -Direct (G) Not Ranked
1.73 2.1 6.6 23.4 33.2 -- -- --
Reliance Quant Plus - Direct (G) Not Ranked
2.46 2.2 5.3 24.5 33.2 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
0.17 2.3 6.3 25.2 33.1 20.7 14.7 11.2
LIC NOMURA Growth Fund (G) Not Ranked
73.45 0.8 8.4 24.1 32.9 21.3 16.1 11.9
Sundaram Select Focus - RP (G) Rank 4
443.36 2.2 6.1 24.9 32.6 20.2 14.1 10.5
HSBC Equity Fund - Direct (G) Not Ranked
146.57 3.3 4.3 21.6 32.6 -- -- --
Sundaram Growth Fund - RP (G) Rank 4
178.14 2.1 6.4 23.0 32.2 17.5 13.5 10.6
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.37 3.0 7.5 24.5 32.0 -- -- --
HSBC Equity Fund (G) Rank 5
473.49 3.2 4.1 21.2 31.7 19.1 14.3 10.8
Tata Pure Equity Fund - Direct (G) Not Ranked
17.46 1.1 6.4 24.1 31.6 -- -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.95 2.0 6.1 24.1 31.5 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.10 2.1 5.6 22.7 31.1 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
120.56 2.9 7.3 23.9 30.9 20.6 17.4 --
UTI India Lifestyle Fund(G) Rank 3
317.52 1.9 6.0 23.7 30.8 20.3 17.1 16.2
Axis Focused 25 Fund - Direct (G) Not Ranked
0.88 2.0 7.3 24.5 30.8 -- -- --
Reliance Quant Plus - RP (G) Not Ranked
38.03 2.1 5.1 22.7 30.8 20.1 15.0 13.3
Tata Pure Equity Fund (G) Rank 3
703.16 1.1 6.3 23.7 30.7 20.7 17.1 13.8
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.56 2.1 5.5 22.3 30.4 22.0 16.3 12.2
IDFC Imperial Equity - Direct (G) Not Ranked
12.56 3.3 7.5 23.8 30.4 -- -- --
IDFC Imperial Equity - Regular (G) Rank 4
126.41 3.2 7.4 23.4 29.7 18.5 12.4 10.6
IDFC Imperial Equity - Plan B (G) Not Ranked
4.86 3.2 7.4 23.5 29.7 18.5 12.4 10.6
Sahara Super 20 Fund -Direct (G) Not Ranked
0.05 2.4 2.9 21.2 29.4 -- -- --
IDFC Equity Fund - Direct (G) Not Ranked
1.52 2.9 6.2 21.9 29.4 -- -- --
Axis Focused 25 Fund (G) Not Ranked
129.54 1.9 6.9 23.6 29.4 20.8 -- --
Sahara Super 20 Fund (G) Not Ranked
0.72 2.4 2.8 21.0 28.9 16.8 11.9 9.9
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 2.9 6.1 21.6 28.7 20.6 16.0 13.0
IDFC Equity Fund - Regular Plan (G) Rank 3
307.03 2.9 6.1 21.6 28.7 20.6 16.0 12.9
HSBC Dynamic Fund - Direct (G) Not Ranked
0.13 1.9 4.1 17.5 26.4 -- -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.74 3.0 7.5 18.2 26.3 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
50.75 3.0 7.4 18.0 25.7 17.7 12.1 --
HSBC Dynamic Fund (G) Not Ranked
68.40 1.9 3.9 17.1 25.5 13.7 10.9 8.9
Peerless Equity Fund - Direct (G) Not Ranked
5.63 1.2 5.2 18.4 24.7 -- -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
1.11 2.7 5.7 18.7 24.7 -- -- --
Peerless Equity Fund (G) Not Ranked
29.46 1.0 4.8 17.7 23.5 17.3 13.8 --
Indiabulls Blue Chip Fund (G) Not Ranked
7.24 2.6 5.3 18.0 23.4 16.2 -- --
Sundaram Equity Plus -Direct (G) Not Ranked
4.54 0.8 3.3 10.6 15.1 -- -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 5.1 1.2 7.2 14.1 -- -- --
Sundaram Equity Plus (G) Not Ranked
67.52 0.7 3.1 10.6 14.0 10.0 7.4 --
Religare Invesco AGILE Fund (G) Not Ranked
33.83 4.8 0.8 6.6 12.9 11.7 11.2 10.2
Motilal MOSt Shares M50 ETF Not Ranked
33.10 -28.6 -28.7 -14.8 -8.4 0.8 2.9 --
UTI Master Plus US - Direct (G) Not Ranked
0.05 -- -- -- -- -- -- --
UTI Master Plus US (G) Not Ranked
117.93 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
CATEGORY AVERAGE 2.5 7.5 26.1 36.8 11.4 8.4 6.0

Note : Returns have been calculated based on NAV's as on Oct 30, 2014 & Index values as on Oct 30, 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.

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