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Performance Tracker
Diversified Equity
Equity Mutual Funds that invest greater than 45% but less than 75% in CRISIL-defined Large Cap Stocks for a minimum of four out of six months in each period over the last 2 years.
Diversified Equity - Ranks - as on May 22, 2013
Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Mar 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
Birla SL India GenNext (G) Rank 1
126.14 6 2 2 1 1 1 3
Morgan Stanley Growth (G) Rank 3
1,331.03 3 9 1 2 20 31 48
Reliance NRI Equity Fund (G) Not Ranked
89.10 45 12 19 3 10 10 11
ICICI Pru Services Indus. (G) Rank 2
151.64 57 56 9 4 10 16 51
IDFC India GDP Growth Fund (G) Not Ranked
23.48 58 31 41 5 5 6 --
Templeton (I) Equity Income (G) Not Ranked
995.70 9 35 14 6 16 5 23
Franklin High Growth Cos (G) Rank 2
564.33 26 41 24 7 15 13 21
DSP-BR Opportunities - RP (G) Rank 3
556.56 22 22 20 8 54 36 32
DWS Invest. Opportunity - RP (G) Rank 4
105.58 16 4 8 9 46 62 58
DWS Invest. Opportunity -WP (G) Not Ranked
0.21 15 3 6 9 46 62 --
IDFC Classic Equity - B (G) Not Ranked
0.51 61 61 49 11 32 49 --
IDFC Classic Equity - A (G) Rank 3
150.27 61 61 51 11 32 49 54
Kotak Select Focus Fund (G) Rank 2
349.95 7 20 15 11 10 11 --
UTI Services Industries (G) Rank 3
217.36 55 37 15 14 18 30 43
Principal Growth Fund (G) Rank 3
261.30 38 34 44 15 16 43 62
UTI Equity Fund (G) Rank 2
2,312.53 16 10 11 16 6 4 10
JM Multi Strategy Fund (G) Rank 5
178.29 14 5 28 17 69 77 --
Birla SL Long Term Advan. (G) Rank 2
145.14 18 18 4 18 26 35 31
Templeton (I) Growth Fund (G) Rank 4
656.31 34 46 6 18 43 43 33
JM Equity Fund (G) Not Ranked
38.32 13 6 18 18 58 58 65
L&T Special Situations(G) Rank 2
626.17 35 27 27 21 8 9 16
Mirae (I) Opportunities-RP (G) Rank 1
290.23 31 23 23 21 14 7 5
Kotak Classic Equity (G) Not Ranked
75.81 60 29 5 23 6 28 24
Morgan Stanley A.C.E. (G) Rank 3
211.70 41 30 32 24 36 40 15
SBI Magnum Multicap Fund (G) Rank 4
392.37 21 21 13 24 30 54 57
Kotak Opportunities Fund (G) Rank 3
670.70 20 19 31 26 28 33 46
Franklin India Prima Plus (G) Rank 2
1,947.47 43 47 36 27 18 8 18 0
L&T India Value Fund (G) Not Ranked
54.20 36 42 26 27 23 33 --
Taurus Star Share (G) Rank 3
164.73 47 53 59 29 52 21 52
Reliance RSF - Equity (G) Rank 4
2,716.06 12 44 77 29 46 43 26
Birla Sun Life Equity Fund (G) Rank 4
712.16 46 39 34 31 41 54 49
Tata Ethical Fund (G) Rank 1
104.77 29 38 41 31 20 14 36
SBI Contra Fund (G) Rank 3
2,539.41 27 48 11 33 31 53 44
Tata Equity Opp. Fund (G) Rank 3
438.83 23 15 30 34 13 37 50
Birla SL Special Situations(G) Rank 5
153.84 67 52 49 34 61 69 58
Franklin (I) Flexi Cap (G) Rank 3
1,687.79 63 69 61 34 55 21 20
HDFC Equity Fund (G) Rank 3
11,165.20 28 16 17 37 56 21 6
Can Robeco Equity Divers (G) Rank 2
663.85 38 24 33 38 9 11 8
Reliance Equity Oppor - IP (G) Not Ranked
6.83 73 58 56 39 3 84 68
BOI AXA Equity Fund-Eco (G) Not Ranked
6.93 24 24 40 39 41 57 --
ING Dividend Yield (G) Not Ranked
73.94 52 44 21 41 25 19 4
SBI Magnum Multiplier Plus (G) Rank 3
1,093.34 8 14 22 42 20 38 29
Reliance Equity Oppor - RP (G) Rank 1
4,956.08 74 60 58 43 4 3 2
BOI AXA Equity Fund -RP (G) Not Ranked
46.04 25 26 44 44 45 59 --
Sahara Wealth Plus - VPO (G) Not Ranked
8.01 4 11 47 45 29 16 26
Birla SL Advantage Fund (G) Rank 4
298.31 48 43 54 46 68 67 52
GS Shariah BeES Not Ranked
0.71 10 56 3 47 51 52 --
Franklin India Oppor. (G) Rank 4
303.27 33 40 47 48 57 43 60
BNP Paribas Dividend Yield (G) Not Ranked
22.27 66 81 60 48 23 14 7
HDFC Capital Builder Fund (G) Rank 3
463.44 53 31 28 50 39 24 13
Sahara Wealth Plus - FPO (G) Not Ranked
1.72 5 13 53 50 36 24 33
DSP BR Focus 25 Fund (G) Not Ranked
332.09 70 75 71 52 72 -- --
UTI Dividend Yield Fund (G) Rank 3
3,505.32 32 36 39 53 46 24 9
HSBC Unique Opportunities (G) Not Ranked
57.32 65 65 70 54 58 51 63
HDFC Focused Large-Cap (G) Rank 3
501.61 68 33 25 55 63 32 28
PineBridge India Equity - SP (G) Rank 3
145.27 11 17 68 56 34 43 41
ICICI Pru Dynamic Plan - Inst. Not Ranked
13.72 49 65 41 57 34 16 13
ICICI Pru Dynamic Plan - IP (G) Not Ranked
6.22 50 67 46 58 36 -- --
HDFC Growth Fund (G) Rank 3
1,219.96 81 63 54 59 52 24 21
Principal Dividend Yield (G) Rank 3
108.37 76 78 73 60 39 42 38
Religare Invesco Contra (G) Not Ranked
54.37 64 79 74 61 66 56 16
Reliance Growth Fund - IP (G) Not Ranked
23.16 37 71 79 62 61 67 37
ICICI Pru Dynamic Plan (G) Rank 2
3,850.96 51 68 52 62 46 28 19
Reliance Growth Fund - RP (G) Rank 4
5,175.99 40 72 80 64 63 70 39
UTI MNC Fund (G) Rank 1
251.27 1 1 10 65 2 2 1
LIC NOMURA India Vision Fund (G) Not Ranked
40.00 2 63 56 65 67 64 67
DSP-BR Equity Fund - Inst Not Ranked
127.22 54 49 66 67 58 41 --
DSP-BR Equity Fund - RP (G) Rank 3
1,196.65 56 50 69 68 65 43 24
ING Multi-Mgr Eqty -A (G) Not Ranked
20.28 19 51 66 69 70 75 64
Birla SL India Reforms Fund (G) Not Ranked
56.21 72 55 81 70 78 -- --
Reliance Vision Fund - IP (G) Not Ranked
3.49 42 7 34 70 71 61 45
Tata Equity P/E Fund (G) Rank 4
501.78 80 83 81 72 74 64 39
Reliance Vision Fund - RP (G) Rank 5
1,764.51 43 8 37 73 73 64 46
Tata Dividend Yield Fund (G) Rank 2
341.01 59 80 61 73 43 19 12
Taurus Ethical Fund (G) Not Ranked
22.99 30 54 65 75 74 60 --
Religare Invesco PSU Equity (G) Not Ranked
75.04 78 69 63 76 76 77 --
HDFC Core & Satellite Fund (G) Rank 5
291.90 76 58 72 77 79 71 30
Escorts Opportunities Fund (G) Not Ranked
41.76 75 28 38 78 26 39 56
Escorts High Yield Equity (G) Not Ranked
3.35 71 82 83 79 82 74 54
HDFC Premier MultiCap (G) Rank 5
341.34 78 76 76 80 81 72 35
SBI PSU Fund (G) Not Ranked
338.77 83 74 74 81 85 -- --
Birla SL (I) Opportunities (G) Not Ranked
37.90 69 77 64 82 76 76 60
Sundaram PSU Opportunities (G) Not Ranked
173.94 82 73 78 83 83 79 --
DSP-BR Equity Fund - RP (D) Not Ranked
1,156.96 86 86 85 84 80 73 42
SBI Magnum Comma Fund (G) Not Ranked
322.72 85 84 84 85 86 81 66
Sahara Star Value Fund (G) Not Ranked
1.27 84 85 86 86 83 80 --
PineBridge India Equity - IP (G) Not Ranked
40.54 -- -- -- -- -- -- --
DSP-BR Opportunities - IP (G) Not Ranked
29.54 -- -- -- -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --

Note : Returns have been calculated based on NAV's as on May 22, 2013 & Index values as on May 23, 2013

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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