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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 Aug 27, 2014
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 14
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Growth Plan - Direct (G) Not Ranked
0.02 4.3 16.9 50.7 88.2 -- -- --
Escorts Growth Plan (G) Not Ranked
3.72 4.3 16.8 50.4 87.2 33.8 20.1 12.0
JM Core 11 Fund -Direct (G) Not Ranked
0.07 4.6 8.2 40.2 84.3 -- -- --
JM Core 11 Fund (G) Not Ranked
36.48 4.5 8.0 39.7 82.8 27.9 18.3 3.1
JM Multi Strategy Fund -Direct (G) Not Ranked
0.13 3.7 11.9 41.9 76.6 -- -- --
JM Multi Strategy Fund (G) Rank 3
133.55 3.6 11.7 41.4 75.3 28.2 18.4 6.7
Franklin (I) Opport. - Direct (G) Not Ranked
2.31 6.3 14.4 40.1 73.4 -- -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 4.9 8.2 40.0 73.3 -- -- --
Franklin India Oppor. (G) Rank 3
284.83 6.3 14.3 39.9 72.9 27.3 18.6 12.2
HDFC Top 200 Fund (G) Rank 3
11,265.42 4.9 8.1 39.6 72.3 28.3 20.0 15.1
Escorts Leading Sectors -Direct (G) Not Ranked
0.07 7.7 20.3 46.3 72.1 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.06 7.6 20.1 45.8 71.4 34.2 23.0 13.8
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.88 3.1 10.6 37.1 69.9 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
13.88 3.5 10.8 36.5 69.9 -- -- --
Birla SL Long Term Advan. (G) Rank 1
141.34 3.0 10.5 36.7 68.7 29.8 21.0 15.6
Birla SL Top 100 - Direct (G) Not Ranked
16.05 3.1 8.4 35.0 67.4 -- -- --
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
7.13 3.9 11.1 37.8 66.8 -- -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
27.04 4.3 13.8 32.7 66.6 -- -- --
Birla Sun Life Top 100 (G) Rank 1
474.81 3.1 8.2 34.4 66.1 29.9 22.6 15.8
ICICI Pru Top 200 Fund (G) Rank 2
520.75 3.9 10.9 37.4 65.8 28.6 21.5 14.8
Kotak Select Focus - Direct (G) Not Ranked
3.91 5.6 12.7 36.6 65.6 -- -- --
SBI Blue Chip Fund (G) Rank 2
903.54 4.2 13.7 32.3 65.6 28.4 23.0 13.4
L&T Equity Fund -Direct (G) Not Ranked
33.51 4.4 10.9 37.2 64.4 -- -- --
ING Core Equity Fund -Direct (G) Not Ranked
0.92 3.0 8.7 35.4 63.5 -- -- --
L&T Equity Fund (G) Rank 2
2,089.70 4.3 10.7 36.8 63.4 25.1 18.5 15.7
Reliance Focused Large Cap-Dir (G) Not Ranked
8.53 4.1 8.0 27.4 62.7 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
48.74 4.4 24.4 54.7 -- -- -- --
Sahara Growth Fund - Direct (G) Not Ranked
0.15 1.0 7.2 33.6 62.6 -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
235.50 3.2 9.4 33.7 62.6 -- -- --
Sahara Growth Fund (G) Not Ranked
8.13 0.9 7.1 33.3 61.9 22.3 17.0 10.6
ING Core Equity Fund (G) Not Ranked
61.15 2.9 8.4 34.7 61.9 23.7 17.9 13.0
UTI Equity Fund - Direct (G) Not Ranked
55.81 4.7 12.4 33.8 61.7 -- -- --
Reliance Focused Large Cap - RP (G) Rank 3
1,028.19 4.0 7.8 26.9 61.6 27.0 20.9 8.1
Quantum Long-Term Equity (G) Rank 1
272.92 4.0 10.0 32.1 61.3 26.7 21.8 18.2
UTI Equity Fund (G) Rank 2
2,848.13 4.7 12.3 33.6 61.3 26.6 21.2 16.7
Birla SL Frontline Equity (G) Rank 2
4,803.24 3.2 9.2 33.1 61.2 29.3 22.2 15.5
Principal Large Cap - Direct (G) Not Ranked
7.34 3.2 8.3 31.4 61.1 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
0.17 4.4 10.6 32.8 61.0 -- -- --
Principal Large Cap Fund (G) Rank 3
296.65 3.1 8.2 31.1 60.3 24.4 18.9 14.0
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.86 3.8 10.3 33.2 60.3 -- -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
22.45 3.3 8.5 31.8 60.0 -- -- --
ICICI Pru Target Returns - RP (G) Not Ranked
62.29 4.3 10.4 32.3 59.9 26.4 20.7 14.0
LIC NOMURA Equity Fund (G) Rank 4
300.06 3.8 10.2 32.4 59.2 23.4 17.5 10.0
Motilal MOSt Shares M50 ETF Not Ranked
33.38 1.7 7.5 34.7 59.0 23.7 18.9 --
Baroda Pioneer Growth (G) Rank 3
201.34 3.2 8.3 31.3 58.6 23.7 15.3 8.7
JPMorgan India Equity - Direct (G) Not Ranked
2.09 3.2 9.0 31.8 58.1 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 3.3 9.1 30.4 58.0 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.33 5.1 12.7 29.7 58.0 -- -- --
Taurus Bonanza Fund (G) Not Ranked
22.68 3.3 9.1 30.3 57.9 20.6 13.5 8.8
Kotak 50 - Direct (G) Not Ranked
5.57 4.8 11.5 30.2 57.8 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 3.7 9.8 31.3 57.6 28.3 22.1 17.8
ICICI Pru Top 100 Fund -Inst -I Not Ranked
1.81 -- -- -- -- -- -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.39 3.9 11.8 31.6 57.6 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.48 4.0 13.6 37.4 57.6 -- -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 3.7 9.8 31.3 57.4 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
4.76 5.0 12.2 33.2 57.1 -- -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
76.92 5.1 12.6 29.3 57.1 25.9 -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
61.92 5.0 11.3 31.4 56.9 -- -- --
Kotak 50 (G) Rank 4
610.98 4.8 11.3 29.8 56.9 22.6 17.0 12.1
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
28.19 2.7 8.6 32.6 56.8 -- -- --
UTI Mastershare - Direct (G) Not Ranked
21.68 4.0 11.8 32.1 56.6 -- -- --
DWS Alpha Equity Fund -RP (G) Not Ranked
55.67 3.8 11.6 31.1 56.5 25.0 18.1 10.9
HDFC Index - Sensex Plus - Direct Not Ranked
11.36 3.2 9.8 32.1 56.4 -- -- --
DWS Alpha Equity Fund -WP (G) Not Ranked
0.11 3.8 11.5 31.1 56.4 25.0 18.1 10.9
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 3.6 9.6 30.8 56.3 27.1 21.0 16.9
BNP Paribas Equity Fund (G) Rank 1
271.84 3.9 13.3 37.0 56.2 28.9 21.7 14.8
Kotak Opportunities Fund (G) Rank 3
592.84 5.0 12.0 32.8 56.2 25.3 19.1 13.0
SBI Magnum Equity Fund (G) Rank 5
1,052.27 5.0 11.2 31.1 56.1 24.4 18.6 13.7
UTI Mastershare (G) Rank 3
2,476.73 4.0 11.7 31.9 56.1 23.2 17.1 13.2
HSBC Equity Fund - Direct (G) Not Ranked
73.16 2.3 6.3 29.2 56.0 -- -- --
JPMorgan India Equity Fund (G) Rank 3
203.37 3.1 8.7 30.6 55.9 23.6 17.1 13.7
Union KBC Equity Fund - Direct (G) Not Ranked
3.30 0.2 7.4 27.9 55.9 -- -- --
HDFC Index - Sensex Plus Plan Not Ranked
77.11 3.2 9.7 31.8 55.9 23.5 18.7 13.8
UTI Opportunities Fund - Direct (G) Not Ranked
189.98 3.8 11.6 31.2 55.8 -- -- --
Sundaram Select Focus -Direct (G) Not Ranked
2.26 3.4 7.9 29.3 55.7 -- -- --
ICICI Pru Top 100 Fund (G) Rank 2
639.55 2.6 8.4 32.1 55.7 27.3 23.4 15.3
L&T India Large Cap - Direct (G) Not Ranked
13.73 3.8 9.1 31.4 55.5 -- -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
45.03 3.9 9.0 31.4 55.4 -- -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.12 3.7 13.8 30.4 55.2 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
12.14 3.4 7.8 28.9 55.2 22.2 15.7 --
UTI Leadership Equity - Direct (G) Not Ranked
0.95 4.6 10.4 28.1 55.1 -- -- --
Union KBC Equity Fund (G) Rank 2
111.69 0.2 7.2 27.5 55.0 24.5 18.2 --
HSBC Equity Fund (G) Rank 3
465.18 2.2 6.1 28.8 55.0 21.4 15.5 10.2
Reliance Quant Plus - Direct (G) Not Ranked
1.89 2.7 9.0 29.1 54.7 -- -- --
UTI Opportunities Fund (G) Rank 3
3,911.39 3.7 11.4 30.7 54.7 24.3 19.4 16.4
Sundaram Select Focus - RP (G) Rank 4
434.58 3.4 7.6 28.7 54.7 21.7 15.1 9.3
UTI Leadership Equity Fund (G) Rank 3
570.14 4.6 10.3 27.9 54.6 24.9 18.6 12.0
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.79 4.9 14.2 24.7 54.6 -- -- --
L&T India Large Cap Fund (G) Rank 3
302.66 3.7 8.9 31.0 54.5 23.4 17.3 14.8
UTI Dividend Yield Fund (G) Rank 4
2,998.72 3.9 8.9 31.0 54.5 19.8 14.0 14.5
Can Robeco Equity Div. - Direct (G) Not Ranked
8.42 3.3 8.7 32.1 54.3 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
3.60 4.7 12.4 29.3 54.0 -- -- --
ING Large Cap Equity Fund (G) Not Ranked
4.18 3.3 8.9 32.1 53.9 21.2 16.6 11.1
DSP-BR Top 100 Equity - IP (G) Not Ranked
77.11 2.8 7.7 31.1 53.8 22.7 17.3 13.3
DSP-BR Top 100 Equity - Direct (G) Not Ranked
201.26 2.8 7.7 31.1 53.8 -- -- --
Axis Equity Fund - Direct (G) Not Ranked
15.23 3.7 7.8 31.3 53.7 -- -- --
Sundaram Growth Fund -Direct (G) Not Ranked
1.51 3.5 8.7 27.7 53.7 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
68.14 4.9 14.1 24.3 53.7 22.6 17.3 10.3
Religare Invesco Bus-Leaders (G) Not Ranked
20.37 3.6 13.5 29.8 53.7 24.2 17.9 12.5
Can Robeco Equity Divers (G) Rank 3
656.74 3.2 8.5 31.8 53.6 23.8 18.4 15.3
UTI Top 100 Fund (G) Rank 3
593.65 4.6 12.3 29.1 53.6 22.6 18.0 12.3
ING Retireinvest-Sr I (G) Not Ranked
1.43 2.2 10.7 27.2 53.6 20.0 14.6 9.7
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 3.1 10.0 27.0 52.9 -- -- --
DSP-BR Top 100 Equity - RP (G) Rank 5
2,716.56 2.7 7.5 30.8 52.9 22.0 16.7 12.8
Sundaram Growth Fund - RP (G) Rank 4
173.77 3.4 8.5 27.1 52.7 19.7 14.3 9.4
Franklin (I) Bluechip - Direct (G) Not Ranked
763.27 3.6 9.1 28.9 52.7 -- -- --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.16 3.0 9.8 26.7 52.7 16.8 14.7 9.9
Edelweiss Equity Enhancer -A (G) Not Ranked
0.16 3.1 9.9 26.8 52.7 16.9 14.7 10.1
Axis Equity Fund (G) Rank 2
796.79 3.5 7.4 30.3 52.1 27.7 21.1 --
Reliance Quant Plus - RP (G) Not Ranked
37.46 2.6 8.8 27.2 51.9 22.4 17.5 12.1
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.71 3.4 10.5 28.1 51.9 -- -- --
Franklin India Bluechip (G) Rank 5
4,274.96 3.5 9.0 28.4 51.6 21.4 16.5 13.5
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
29.14 3.3 10.4 27.8 51.2 24.8 19.7 14.4
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.90 3.3 10.4 27.8 51.2 24.8 19.7 14.5
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.56 3.3 10.4 27.8 51.2 24.8 19.1 14.2
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.38 3.7 10.8 28.8 50.6 -- -- --
IDFC Equity Fund - Direct (G) Not Ranked
1.16 3.3 9.6 25.5 50.6 -- -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
12.44 3.6 9.5 26.8 50.1 -- -- --
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 3.2 9.4 25.2 49.9 22.4 18.0 11.6
IDFC Equity Fund - Regular Plan (G) Rank 4
293.58 3.2 9.4 25.2 49.9 22.4 18.0 11.5
Sahara Super 20 Fund -Direct (G) Not Ranked
0.03 0.6 4.3 24.3 49.9 -- -- --
UTI India Lifestyle Fund(G) Rank 3
303.56 3.7 10.6 28.4 49.7 22.8 17.3 16.4
Sahara Super 20 Fund (G) Not Ranked
0.73 0.5 4.2 24.0 49.3 18.8 13.7 8.6
Axis Focused 25 Fund - Direct (G) Not Ranked
0.60 3.3 10.6 26.0 49.3 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.07 2.8 10.2 26.8 49.2 -- -- --
Tata Pure Equity Fund (G) Rank 4
648.70 3.6 9.4 26.4 49.1 21.6 18.2 13.5
IDFC Imperial Equity - Direct (G) Not Ranked
10.11 3.5 8.6 25.1 48.8 -- -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.22 2.8 10.0 26.5 48.4 23.6 18.0 10.7
Axis Focused 25 Fund (G) Not Ranked
114.09 3.3 10.3 25.3 48.0 22.3 -- --
IDFC Imperial Equity - Plan B (G) Not Ranked
6.04 3.5 8.5 24.8 48.0 19.3 13.2 9.5
IDFC Imperial Equity - Regular (G) Rank 5
125.93 3.5 8.5 24.8 48.0 19.3 13.2 9.5
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.18 3.8 8.2 29.3 47.5 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
109.84 3.8 8.0 29.0 46.4 21.7 17.6 --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.58 3.1 8.4 22.6 44.4 -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
6.18 2.9 8.2 21.9 43.0 18.5 -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.12 2.0 6.4 22.6 42.9 -- -- --
HSBC Dynamic Fund (G) Not Ranked
69.95 1.9 6.2 22.2 41.9 15.8 12.2 8.3
Peerless Equity Fund - Direct (G) Not Ranked
5.71 3.7 9.7 22.2 41.4 -- -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.55 2.8 4.9 19.5 41.1 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
43.18 2.7 4.9 19.4 40.5 18.5 12.2 --
Peerless Equity Fund (G) Not Ranked
25.84 3.6 9.3 21.5 40.1 21.2 -- --
ICICI Pru Top 200 Fund -Inst -I Not Ranked
2.28 -- -- -- -- -- -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 1.0 8.8 6.8 32.9 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
34.74 0.9 8.7 6.3 31.7 14.2 14.1 11.3
Sundaram Equity Plus -Direct (G) Not Ranked
4.67 2.5 6.9 14.5 25.3 -- -- --
Sundaram Equity Plus (G) Not Ranked
75.31 2.4 7.0 13.7 24.3 11.2 8.2 --
ING Large Cap Equity -Direct (G) Not Ranked
0.01 3.5 7.0 -64.8 -58.8 -- -- --
UTI Master Plus US - Direct (G) Not Ranked
0.44 -- -- -- -- -- -- --
UTI Master Plus US (G) Rank 4
1,008.95 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
31.89 3.7 16.0 24.8 -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
6.46 3.8 16.1 25.1 -- -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
4.54 4.5 24.7 55.3 -- -- -- --
CATEGORY AVERAGE 3.4 9.7 28.7 51.7 11.8 8.4 5.3

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

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