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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 - Returns (in %) - as on May 20, 2013
| Mutual Fund Scheme | Crisil Rank | AUM (Rs. cr.) Mar 13 |
1mth | 3mth | 6mth | 1yr | 2yr | 3yr | 5yr | |
|---|---|---|---|---|---|---|---|---|---|---|
| * Returns over 1 year are Annualised | ||||||||||
Birla SL India GenNext (G)  |
Rank 1 |
126.14 | 6.6 | 7.5 | 12.5 | 33.9 | 18.3 | 17.2 | 12.1 |  |
| Morgan Stanley Growth (G) | Rank 3 |
1,331.03 | 6.4 | 5.1 | 11.8 | 32.0 | 7.7 | 7.0 | 3.6 | |
| DWS Invest. Opportunity -WP (G) | Not Ranked |
0.21 | 5.4 | 6.2 | 9.4 | 26.0 | 4.8 | 3.0 | -- | |
| DWS Invest. Opportunity - RP (G) | Rank 4 |
105.58 | 5.4 | 6.2 | 9.3 | 26.0 | 4.8 | 3.0 | 0.6 | |
| Birla SL Long Term Advan. (G) |
Rank 2 |
145.14 | 5.2 | 3.5 | 9.2 | 24.5 | 7.0 | 6.6 | 6.1 | |
| GS Shariah BeES | Not Ranked |
0.71 | 5.7 | 1.0 | 9.1 | 19.7 | 4.4 | 4.6 | -- | |
| SBI Magnum Multicap Fund (G) |
Rank 4 |
392.37 | 5.3 | 3.8 | 9.0 | 24.2 | 6.7 | 4.2 | 1.5 | |
| HDFC Equity Fund (G) |
Rank 3 |
11,165.20 | 5.0 | 4.3 | 9.0 | 22.5 | 4.6 | 7.7 | 10.9 | |
| Kotak Classic Equity (G) |
Not Ranked |
75.81 | 3.1 | 3.0 | 8.9 | 23.8 | 10.5 | 7.3 | 6.7 | |
| SBI Contra Fund (G) |
Rank 3 |
2,539.41 | 4.5 | 1.8 | 8.8 | 22.3 | 6.2 | 4.5 | 4.0 | |
| Reliance NRI Equity Fund (G) |
Not Ranked |
89.10 | 4.1 | 4.9 | 8.8 | 29.8 | 9.0 | 9.0 | 8.9 | |
| UTI Equity Fund (G) |
Rank 2 |
2,312.53 | 5.3 | 5.0 | 8.7 | 24.9 | 10.5 | 11.3 | 9.5 | |
| SBI Magnum Multiplier Plus (G) |
Rank 3 |
1,093.34 | 6.3 | 5.0 | 8.4 | 22.1 | 8.1 | 6.3 | 6.5 | |
| UTI Services Industries (G) |
Rank 3 |
217.36 | 3.2 | 2.4 | 8.4 | 24.8 | 7.8 | 7.0 | 4.0 | |
| Templeton (I) Growth Fund (G) |
Rank 4 |
656.31 | 4.3 | 1.3 | 8.3 | 23.5 | 4.9 | 5.1 | 5.8 | |
| Kotak Select Focus Fund (G) |
Rank 2 |
349.95 | 5.9 | 3.6 | 8.3 | 25.9 | 8.8 | 8.6 | -- | |
| JM Equity Fund (G) | Not Ranked |
38.32 | 5.7 | 6.2 | 8.2 | 24.5 | 3.9 | 3.7 | -3.5 | |
| DSP-BR Opportunities - RP (G) |
Rank 3 |
556.56 | 4.9 | 3.6 | 7.9 | 26.9 | 4.7 | 6.3 | 5.9 | |
| JM Multi Strategy Fund (G) | Rank 5 |
178.29 | 5.8 | 7.1 | 7.5 | 25.4 | 2.4 | -0.3 | -- | |
| UTI MNC Fund (G) |
Rank 1 |
251.27 | 6.4 | 5.9 | 7.4 | 14.0 | 11.9 | 14.4 | 15.2 | |
| Mirae (I) Opportunities-RP (G) | Rank 1 |
290.23 | 4.5 | 3.7 | 7.4 | 24.5 | 8.6 | 10.0 | 10.8 | |
| L&T India Value Fund (G) |
Not Ranked |
54.20 | 4.7 | 2.2 | 7.3 | 23.5 | 7.6 | 6.8 | -- | |
| Templeton (I) Equity Income (G) |
Not Ranked |
995.70 | 4.8 | 0.7 | 7.4 | 27.5 | 7.6 | 10.3 | 6.7 | |
| ING Dividend Yield (G) | Not Ranked |
73.94 | 3.7 | 2.5 | 7.3 | 21.8 | 7.5 | 8.0 | 11.8 | |
| HDFC Capital Builder Fund (G) |
Rank 3 |
463.44 | 3.7 | 2.7 | 7.3 | 20.3 | 5.6 | 7.4 | 8.7 | |
| ICICI Pru Services Indus. (G) |
Rank 2 |
151.64 | 2.6 | 1.0 | 7.3 | 27.4 | 8.3 | 7.8 | 2.0 | |
| HDFC Focused Large-Cap (G) |
Rank 3 |
501.61 | 3.5 | 3.2 | 7.2 | 18.2 | 3.8 | 6.9 | 6.6 | |
| Franklin High Growth Cos (G) |
Rank 2 |
564.33 | 4.8 | 1.8 | 6.9 | 27.2 | 8.3 | 8.7 | 6.8 | |
| IDFC India GDP Growth Fund (G) |
Not Ranked |
23.48 | 3.7 | 2.9 | 6.9 | 29.4 | 11.1 | 10.8 | -- | |
| L&T Special Situations(G) |
Rank 2 |
626.17 | 4.3 | 2.9 | 6.9 | 24.4 | 9.6 | 9.5 | 7.8 | |
| Morgan Stanley A.C.E. (G) | Rank 3 |
211.70 | 4.8 | 3.3 | 6.8 | 24.9 | 6.0 | 6.1 | 8.1 | |
| Tata Equity Opp. Fund (G) |
Rank 3 |
438.83 | 4.9 | 4.3 | 6.6 | 22.5 | 8.9 | 6.4 | 3.3 | |
| Reliance Vision Fund - IP (G) |
Not Ranked |
3.49 | 5.1 | 5.8 | 6.5 | 14.0 | 2.2 | 3.7 | 4.2 | |
| Kotak Opportunities Fund (G) |
Rank 3 |
670.70 | 4.9 | 3.6 | 6.4 | 23.2 | 7.0 | 6.5 | 3.7 | |
| Reliance Vision Fund - RP (G) |
Rank 5 |
1,764.51 | 5.1 | 5.8 | 6.4 | 13.8 | 2.0 | 3.5 | 3.9 | |
| Birla Sun Life Equity Fund (G) |
Rank 4 |
712.16 | 4.4 | 2.5 | 6.0 | 23.4 | 5.5 | 4.2 | 3.4 | |
| Can Robeco Equity Divers (G) | Rank 2 |
663.85 | 4.5 | 3.7 | 6.0 | 22.1 | 9.2 | 8.9 | 10.2 | |
| Franklin India Prima Plus (G) |
Rank 2 |
1,947.47 | 4.3 | 1.9 | 5.7 | 22.5 | 8.0 | 9.6 | 7.9 | 0 |
| Principal Growth Fund (G) | Rank 3 |
261.30 | 4.6 | 2.5 | 5.6 | 25.9 | 8.5 | 5.4 | 0.1 | |
| Birla Sun Life Buy India (G) |
Not Ranked |
39.91 | 6.0 | 4.9 | 5.4 | 30.5 | 10.9 | 9.1 | 9.8 | |
| Birla SL Special Situations(G) |
Rank 5 |
153.84 | 3.7 | 1.7 | 5.4 | 23.0 | 4.1 | 2.9 | 0.8 | |
| IDFC Classic Equity - B (G) |
Not Ranked |
0.51 | 3.5 | 0.8 | 5.3 | 26.6 | 6.2 | 5.2 | -- | |
| Franklin India Oppor. (G) |
Rank 4 |
303.27 | 5.3 | 2.7 | 5.3 | 20.1 | 4.6 | 5.5 | 0.5 | |
| IDFC Classic Equity - A (G) |
Rank 3 |
150.27 | 3.5 | 0.8 | 5.3 | 26.6 | 6.2 | 5.2 | 2.1 | |
| Tata Ethical Fund (G) |
Rank 1 |
104.77 | 4.9 | 1.8 | 5.2 | 23.8 | 7.9 | 8.4 | 5.1 | |
| BOI AXA Equity Fund-Eco (G) | Not Ranked |
6.93 | 4.8 | 3.8 | 5.1 | 21.2 | 5.3 | 3.9 | -- | |
| UTI Dividend Yield Fund (G) |
Rank 3 |
3,505.32 | 4.2 | 2.3 | 5.1 | 18.3 | 4.8 | 7.1 | 10.0 | |
| Taurus Star Share (G) | Rank 3 |
164.73 | 4.6 | 1.9 | 4.9 | 24.3 | 5.2 | 8.0 | 2.2 | |
| BOI AXA Equity Fund -RP (G) | Not Ranked |
46.04 | 4.8 | 3.7 | 4.8 | 20.6 | 5.0 | 3.5 | -- | |
| ICICI Pru Dynamic Plan - Inst. |
Not Ranked |
13.72 | 3.5 | 0.5 | 4.6 | 16.8 | 5.8 | 8.2 | 8.5 | |
| HDFC Growth Fund (G) |
Rank 3 |
1,219.96 | 2.3 | 0.9 | 4.6 | 17.5 | 5.2 | 7.7 | 7.2 | |
| ICICI Pru Dynamic Plan - IP (G) |
Not Ranked |
6.22 | 3.5 | 0.5 | 4.5 | 16.6 | 5.6 | -- | -- | |
| Birla SL Advantage Fund (G) |
Rank 4 |
298.31 | 4.0 | 2.0 | 4.4 | 20.1 | 2.7 | 2.7 | 2.1 | |
| Reliance Equity Oppor - IP (G) |
Not Ranked |
6.83 | 2.5 | 1.8 | 4.3 | 22.8 | 11.8 | -- | -13.4 | |
| Reliance Equity Oppor - RP (G) |
Rank 1 |
4,956.08 | 2.5 | 1.8 | 4.2 | 22.5 | 11.5 | 12.3 | 13.0 | |
| Escorts Opportunities Fund (G) | Not Ranked |
41.76 | 1.0 | 2.9 | 4.2 | 9.5 | 6.6 | 5.5 | 1.9 | |
| Sahara Wealth Plus - VPO (G) | Not Ranked |
8.01 | 6.4 | 3.9 | 4.2 | 19.8 | 6.6 | 8.3 | 6.5 | |
| ICICI Pru Dynamic Plan (G) |
Rank 2 |
3,850.96 | 3.4 | 0.2 | 4.0 | 15.6 | 4.8 | 7.2 | 7.5 | |
| Sahara Wealth Plus - FPO (G) | Not Ranked |
1.72 | 6.3 | 3.7 | 3.7 | 18.7 | 5.7 | 7.3 | 5.6 | |
| DSP-BR Equity Fund - Inst |
Not Ranked |
127.22 | 4.4 | 2.5 | 3.6 | 15.8 | 4.3 | 6.1 | -- | |
| DSP-BR Equity Fund - RP (G) |
Rank 3 |
1,196.65 | 4.3 | 2.4 | 3.3 | 15.1 | 3.8 | 5.6 | 7.0 | |
| BNP Paribas Dividend Yield (G) | Not Ranked |
22.27 | 3.1 | -1.4 | 3.2 | 19.3 | 7.4 | 8.4 | 10.4 | |
| DSP BR Focus 25 Fund (G) |
Not Ranked |
332.09 | 2.5 | -1.0 | 3.0 | 19.9 | 1.8 | -- | -- | |
| Tata Dividend Yield Fund (G) |
Rank 2 |
341.01 | 3.1 | -1.1 | 2.9 | 12.7 | 5.1 | 8.1 | 9.1 | |
| Franklin (I) Flexi Cap (G) |
Rank 3 |
1,687.79 | 3.6 | 0.5 | 3.0 | 21.7 | 4.5 | 7.6 | 7.3 | |
| Religare Invesco PSU Equity (G) |
Not Ranked |
75.04 | 2.2 | 0.4 | 2.9 | 12.3 | -0.3 | -0.6 | -- | |
| Taurus Ethical Fund (G) | Not Ranked |
22.99 | 5.0 | 1.3 | 2.9 | 13.0 | 1.3 | 3.6 | -- | |
| PineBridge India Equity - SP (G) | Rank 3 |
145.27 | 6.0 | 4.3 | 2.7 | 17.4 | 6.1 | 5.5 | 4.5 | |
| ING Multi-Mgr Eqty -A (G) | Not Ranked |
20.28 | 5.1 | 1.1 | 2.6 | 13.9 | 1.8 | 0.9 | -2.0 | |
| LIC NOMURA India Vision Fund (G) | Not Ranked |
40.00 | 6.8 | -0.2 | 2.5 | 15.2 | 2.4 | 2.6 | -5.7 | |
| HSBC Unique Opportunities (G) | Not Ranked |
57.32 | 4.2 | 0.7 | 2.4 | 19.0 | 4.1 | 5.1 | -0.9 | |
| HDFC Core & Satellite Fund (G) |
Rank 5 |
291.90 | 2.5 | 1.4 | 2.4 | 12.0 | -1.3 | 2.6 | 6.4 | |
| Birla SL (I) Opportunities (G) |
Not Ranked |
37.90 | 3.1 | -1.5 | 2.2 | 7.8 | -0.8 | 0.6 | 0.5 | |
| Reliance RSF - Equity (G) |
Rank 4 |
2,716.06 | 5.5 | 2.1 | 1.0 | 24.0 | 5.2 | 5.4 | 6.5 | |
| Principal Dividend Yield (G) | Rank 3 |
108.37 | 2.6 | -0.8 | 1.0 | 17.1 | 5.8 | 5.9 | 5.1 | |
| SBI PSU Fund (G) |
Not Ranked |
338.77 | 1.5 | -0.5 | 0.9 | 8.4 | -6.4 | -- | -- | |
| HDFC Premier MultiCap (G) |
Rank 5 |
341.34 | 1.9 | -0.7 | 0.8 | 8.6 | -2.4 | 2.1 | 5.6 | |
| Religare Invesco Contra (G) |
Not Ranked |
54.37 | 3.6 | -0.8 | 0.6 | 16.2 | 3.2 | 4.0 | 8.1 | |
| Sundaram PSU Opportunities (G) | Not Ranked |
173.94 | 1.9 | -0.1 | 0.3 | 6.6 | -4.6 | -1.0 | -- | |
| Reliance Growth Fund - IP (G) |
Not Ranked |
23.16 | 4.6 | 1.0 | 0.2 | 16.1 | 3.9 | 2.9 | 5.0 | |
| Reliance Growth Fund - RP (G) |
Rank 4 |
5,175.99 | 4.6 | 0.9 | 0.2 | 15.9 | 3.7 | 2.8 | 4.9 | |
| Escorts High Yield Equity (G) | Not Ranked |
3.35 | 2.6 | -2.1 | -0.6 | 8.1 | -3.7 | 1.6 | 1.9 | |
| Birla SL India Reforms Fund (G) |
Not Ranked |
56.21 | 3.0 | 1.4 | -0.6 | 13.5 | -0.9 | -- | -- | |
| Tata Equity P/E Fund (G) |
Rank 4 |
501.78 | 2.3 | -2.4 | -0.9 | 13.1 | 1.5 | 3.0 | 4.8 | |
| SBI Magnum Comma Fund (G) |
Not Ranked |
322.72 | 0.8 | -3.3 | -6.2 | 1.1 | -9.7 | -5.3 | -3.6 | |
| DSP-BR Equity Fund - RP (D) |
Not Ranked |
1,156.96 | -5.2 | -6.9 | -7.0 | 3.6 | -1.6 | 1.9 | 4.7 | |
| Sahara Star Value Fund (G) | Not Ranked |
1.27 | 0.7 | -4.8 | -11.5 | -3.7 | -4.6 | -3.1 | -- | |
| BOI AXA Equity Fund -IP (G) | Not Ranked |
0.43 | -- | -- | -- | -- | -- | -- | -- | |
| PineBridge India Equity - IP (G) | Not Ranked |
40.54 | -- | -- | -- | -- | -- | -- | -- | |
| DSP-BR Opportunities - IP (G) |
Not Ranked |
29.54 | -- | -- | -- | -- | -- | -- | -- | |
| CATEGORY AVERAGE | 3.9 | 2.0 | 4.7 | 19.0 | 4.9 | 5.2 | 3.9 | |||
Note : Returns have been calculated based on NAV's as on May 20, 2013 & Index values as on May 20, 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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