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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 29, 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 -0.4 15.0 49.5 85.0 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
83.42 -0.5 14.6 48.7 83.3 -- -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
Franklin (I) Opport. - Direct (G) Not Ranked
3.06 3.7 12.2 35.2 52.5 -- -- --
Franklin India Oppor. (G) Rank 2
315.07 3.6 12.1 35.0 51.9 28.0 19.1 13.3
Kotak Select Focus - Direct (G) Not Ranked
7.74 2.6 11.4 34.5 48.7 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
17.92 3.5 10.4 34.6 55.8 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
5.89 2.6 10.2 32.0 41.9 -- -- --
Kotak Opportunities Fund (G) Rank 2
638.18 2.6 10.1 31.6 41.1 25.4 19.3 13.8
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Escorts Leading Sectors -Direct (G) Not Ranked
0.08 1.1 9.8 34.5 58.0 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.45 1.0 9.6 34.1 57.3 28.9 23.2 14.1
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.16 2.2 9.1 35.4 53.6 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
103.00 2.2 9.0 31.1 45.0 -- -- --
UTI Equity Fund (G) Rank 1
3,275.59 2.1 8.9 30.8 44.5 26.2 21.0 16.6
JM Multi Strategy Fund (G) Rank 3
143.48 2.2 8.9 34.9 52.5 26.6 18.1 7.4
Escorts Growth Plan - Direct (G) Not Ranked
0.14 1.7 8.8 36.3 66.6 -- -- --
Escorts Growth Plan (G) Not Ranked
5.78 1.6 8.7 36.0 65.7 28.5 20.2 12.9
Baroda Pioneer Growth -Direct (G) Not Ranked
25.42 2.8 8.6 29.4 42.5 -- -- --
JM Core 11 Fund -Direct (G) Not Ranked
0.08 5.1 8.5 32.2 52.1 -- -- --
UTI Master Plus US - Direct (G) Not Ranked
0.05 -- -- -- -- -- -- --
Baroda Pioneer Growth (G) Rank 3
227.62 2.8 8.4 28.9 41.2 23.5 15.3 9.6
UTI Master Plus US (G) Not Ranked
117.93 -- -- -- -- -- -- --
JM Core 11 Fund (G) Not Ranked
39.58 5.0 8.3 31.8 50.9 24.5 17.8 4.9
SBI Blue Chip Fund - Direct (G) Not Ranked
37.82 1.1 8.3 30.4 44.8 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
1.40 3.0 8.2 27.3 41.1 -- -- --
SBI Blue Chip Fund (G) Rank 1
1,032.19 1.1 8.1 30.0 44.0 27.2 22.9 14.3
ICICI Pru Target Returns - RP (G) Not Ranked
61.35 2.9 8.1 26.8 40.2 25.9 19.3 14.6
L&T Equity Fund -Direct (G) Not Ranked
73.74 2.1 8.0 30.0 45.7 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.99 1.6 7.9 35.3 43.3 -- -- --
Kotak 50 - Direct (G) Not Ranked
6.72 2.3 7.9 26.8 36.2 -- -- --
L&T Equity Fund (G) Rank 2
2,255.83 2.1 7.8 29.6 44.8 25.0 17.8 15.7
UTI Opportunities Fund - Direct (G) Not Ranked
273.51 1.0 7.7 29.3 38.8 -- -- --
Kotak 50 (G) Rank 4
657.37 2.2 7.7 26.3 35.4 22.9 16.5 12.2
BNP Paribas Equity Fund (G) Rank 1
372.22 1.5 7.6 34.8 42.1 29.1 21.7 16.1
BOI AXA Equity Fund - Direct (G) Not Ranked
0.93 1.4 7.6 27.7 39.0 -- -- --
Axis Equity Fund - Direct (G) Not Ranked
26.59 2.3 7.6 25.9 37.4 -- -- --
L&T India Large Cap - Direct (G) Not Ranked
16.04 2.0 7.6 28.6 39.3 -- -- --
UTI Opportunities Fund (G) Rank 2
4,428.25 1.0 7.5 28.8 37.7 23.1 19.2 16.3
BOI AXA Equity Fund-Eco (G) Not Ranked
5.39 1.3 7.5 27.5 38.7 23.7 17.1 11.5
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.79 2.2 7.5 27.3 40.4 -- -- --
Tata Equity Opp. Fund - Direct (G) Not Ranked
4.78 1.1 7.5 28.6 40.7 -- -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
2.14 1.9 7.4 29.1 37.7 -- -- --
L&T India Large Cap Fund (G) Rank 3
321.10 1.9 7.4 28.2 38.4 23.8 16.5 15.0
UTI Dividend Yield Fund (G) Rank 5
3,126.94 2.2 7.3 26.9 39.6 19.3 13.9 13.7
Franklin (I) Bluechip - Direct (G) Not Ranked
728.14 3.4 7.3 26.3 35.1 -- -- --
BOI AXA Equity Fund -RP (G) Rank 2
196.16 1.3 7.3 27.0 37.7 22.9 16.5 11.0
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 2.7 7.3 27.9 39.5 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 2.7 7.3 27.9 39.5 27.6 20.7 18.3
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.85 0.9 7.3 26.4 35.6 -- -- --
Tata Equity Opp. Fund (G) Rank 2
494.89 1.1 7.3 28.2 39.8 25.7 20.1 13.8
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 1.9 7.3 28.6 36.7 24.8 17.5 11.5
DWS Alpha Equity Fund -RP (G) Not Ranked
63.12 1.9 7.2 28.7 36.7 24.8 17.5 11.5
Axis Equity Fund (G) Rank 3
1,025.15 2.2 7.2 25.1 35.8 27.2 20.9 --
UTI Top 100 Fund - Direct (G) Not Ranked
4.64 1.3 7.2 27.0 37.8 -- -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
95.32 0.9 7.2 26.0 34.8 23.2 -- --
UTI Top 100 Fund (G) Rank 3
649.44 1.3 7.2 26.9 37.5 21.3 16.8 12.8
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 2.6 7.1 27.4 38.4 26.4 19.6 17.3
Franklin India Bluechip (G) Rank 5
4,591.15 3.3 7.1 25.8 34.0 21.4 15.6 14.1
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 2.5 7.1 29.3 49.4 -- -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.17 0.9 7.0 28.6 37.0 -- -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
1.07 0.4 6.9 24.2 33.7 -- -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 2.4 6.9 28.9 48.6 26.0 18.8 14.8
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
72.64 1.9 6.9 25.6 36.3 -- -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 1.9 6.9 26.1 36.3 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
3.10 1.5 6.8 28.5 40.6 -- -- --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.18 1.9 6.8 25.9 35.7 19.2 13.5 11.0
Edelweiss Equity Enhancer -A (G) Not Ranked
0.20 1.9 6.7 25.8 35.8 19.3 13.5 11.2
SBI Magnum Equity Fund (G) Rank 4
1,120.17 1.9 6.7 25.3 35.6 22.8 17.5 14.0
Birla SL Top 100 - Direct (G) Not Ranked
26.44 2.4 6.7 29.1 45.0 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
73.45 0.3 6.7 23.7 32.9 21.1 15.8 11.1
Religare Invesco Bus-Leaders (G) Not Ranked
21.82 0.7 6.7 27.8 35.5 23.3 16.9 13.0
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
47.74 2.6 6.6 26.5 41.4 -- -- --
UTI Mastershare - Direct (G) Not Ranked
27.88 1.8 6.6 27.0 37.2 -- -- --
JPMorgan India Equity Fund (G) Rank 3
212.82 1.4 6.5 27.2 38.6 22.9 16.5 14.1
Birla Sun Life Top 100 (G) Rank 1
691.15 2.3 6.5 28.5 43.8 28.6 22.1 16.6
UTI Mastershare (G) Rank 3
2,750.95 1.7 6.5 26.8 36.7 22.3 16.5 13.5
ICICI Pru Top 100 Fund (G) Rank 3
1,012.25 2.5 6.4 26.1 40.3 27.2 21.5 15.8
UTI Leadership Equity - Direct (G) Not Ranked
1.94 1.4 6.4 23.8 34.3 -- -- --
Principal Large Cap - Direct (G) Not Ranked
8.46 2.0 6.4 26.2 42.0 -- -- --
UTI Leadership Equity Fund (G) Rank 3
1,582.49 1.4 6.3 23.6 33.8 22.8 17.8 12.2
Birla SL Frontline Eqty-Direct (G) Not Ranked
349.18 1.9 6.2 27.2 41.2 -- -- --
Principal Large Cap Fund (G) Rank 3
300.51 1.9 6.2 25.8 41.2 23.6 18.6 13.5
LIC NOMURA Equity Fund -Direct (G) Not Ranked
1.88 2.0 6.1 26.0 40.0 -- -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
0.88 2.1 6.0 24.0 30.7 -- -- --
Birla SL Frontline Equity (G) Rank 2
6,054.47 1.8 6.0 26.6 40.0 27.2 21.2 15.5
LIC NOMURA Equity Fund (G) Rank 4
304.48 2.0 5.9 25.1 38.9 22.1 16.0 10.9
Reliance Focused Large Cap-Dir (G) Not Ranked
10.47 2.7 5.9 22.5 39.8 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.37 1.8 5.8 23.5 31.4 -- -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.82 0.5 5.8 27.5 34.5 -- -- --
Reliance Focused Large Cap - RP (G) Rank 4
1,087.77 2.7 5.8 22.1 38.9 23.8 20.0 9.0
Axis Focused 25 Fund (G) Not Ranked
129.54 2.0 5.7 23.3 29.3 21.0 -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
40.81 0.4 5.7 27.2 34.0 23.7 19.1 14.3
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.98 0.5 5.7 27.3 34.0 23.7 19.1 14.4
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.61 0.4 5.7 27.2 34.0 23.7 18.4 14.0
Canara Robeco Large Cap+ (G) Rank 2
120.56 1.7 5.6 22.9 30.5 20.4 17.1 --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.74 1.9 5.6 17.2 25.7 -- -- --
IDFC Imperial Equity - Direct (G) Not Ranked
12.56 1.8 5.5 22.6 29.8 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
0.01 1.8 5.5 24.6 36.4 -- -- --
Can Robeco Equity Div. - Direct (G) Not Ranked
12.79 1.4 5.5 25.8 36.7 -- -- --
Taurus Bonanza Fund (G) Not Ranked
24.82 1.8 5.4 24.5 36.1 17.7 12.6 9.9
Pramerica Large Cap Equity (G) Not Ranked
50.75 1.9 5.4 16.8 25.0 17.4 11.7 --
IDFC Imperial Equity - Plan B (G) Not Ranked
4.86 1.8 5.4 22.2 29.2 18.1 12.0 9.8
IDFC Imperial Equity - Regular (G) Rank 4
126.41 1.7 5.4 22.2 29.2 18.1 12.0 9.8
Can Robeco Equity Divers (G) Rank 3
722.14 1.4 5.3 25.5 36.0 21.4 18.0 15.6
DSP-BR Top 100 Equity - Direct (G) Not Ranked
348.65 2.2 5.1 26.6 35.5 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
79.55 2.2 5.1 26.6 35.5 21.7 16.3 13.0
DSP-BR Top 100 Equity - RP (G) Rank 5
2,874.31 2.1 4.9 26.3 34.8 21.0 15.7 12.4
HDFC Index - Sensex Plus - Direct Not Ranked
22.47 2.0 4.8 25.5 35.0 -- -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
17.46 0.3 4.8 23.5 31.2 -- -- --
HDFC Index - Sensex Plus Plan Rank 3
88.95 1.9 4.7 25.3 34.6 21.6 16.7 13.5
Sundaram Growth Fund -Direct (G) Not Ranked
1.73 0.9 4.7 22.1 32.8 -- -- --
Tata Pure Equity Fund (G) Rank 3
703.16 0.3 4.6 23.1 30.3 20.7 16.8 13.0
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.95 0.7 4.6 22.9 31.4 -- -- --
Sundaram Growth Fund - RP (G) Rank 4
178.14 0.8 4.5 21.7 31.8 17.6 13.1 9.6
UTI India Lifestyle Fund(G) Rank 3
317.52 0.7 4.5 22.5 30.7 20.2 16.8 15.4
IDFC Equity Fund - Direct (G) Not Ranked
1.52 1.6 4.3 20.8 29.1 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
0.17 0.9 4.3 23.6 32.6 20.8 14.3 10.3
Sundaram Select Focus -Direct (G) Not Ranked
2.85 0.9 4.3 23.8 33.0 -- -- --
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 1.6 4.2 20.5 28.4 20.2 15.7 12.1
IDFC Equity Fund - Regular Plan (G) Rank 3
307.03 1.6 4.2 20.5 28.4 20.2 15.6 12.0
Union KBC Equity Fund - Direct (G) Not Ranked
4.30 2.9 4.2 24.5 38.0 -- -- --
Sundaram Select Focus - RP (G) Rank 4
443.36 0.9 4.2 23.3 32.1 20.3 13.7 9.6
Union KBC Equity Fund (G) Rank 3
117.29 2.9 4.0 24.1 37.1 22.9 17.0 --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
1.11 1.5 4.0 17.9 24.6 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.63 0.1 3.9 18.1 24.8 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.10 0.9 3.8 21.5 30.6 -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
7.24 1.5 3.7 17.3 23.3 16.0 -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.56 0.8 3.6 21.2 29.9 21.6 15.9 11.4
Peerless Equity Fund (G) Not Ranked
29.46 -0.1 3.5 17.4 23.5 17.5 13.5 --
Reliance Quant Plus - Direct (G) Not Ranked
2.46 0.8 3.3 23.4 32.6 -- -- --
Reliance Quant Plus - RP (G) Not Ranked
38.03 0.7 3.2 21.5 30.3 19.8 14.6 12.5
HSBC Dynamic Fund - Direct (G) Not Ranked
0.13 1.0 2.7 16.8 26.2 -- -- --
HSBC Dynamic Fund (G) Not Ranked
68.40 0.9 2.6 16.4 25.3 13.6 10.6 8.2
HSBC Equity Fund - Direct (G) Not Ranked
146.57 1.9 2.4 20.4 32.1 -- -- --
HSBC Equity Fund (G) Rank 5
473.49 1.8 2.2 19.9 31.2 18.7 13.9 10.0
Sundaram Equity Plus -Direct (G) Not Ranked
4.54 0.3 2.2 10.1 14.7 -- -- --
Sundaram Equity Plus (G) Not Ranked
67.52 0.2 2.0 10.1 13.7 9.9 7.2 --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.05 1.4 1.3 20.3 29.6 -- -- --
Sahara Growth Fund - Direct (G) Not Ranked
0.67 1.8 1.3 24.7 39.4 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.72 1.4 1.2 20.0 29.1 16.8 11.6 9.1
Sahara Growth Fund (G) Not Ranked
6.93 1.7 0.9 24.2 38.5 19.1 15.4 10.1
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 3.4 -0.2 6.1 13.2 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
33.83 3.3 -0.7 5.4 12.0 11.4 10.8 9.5
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Motilal MOSt Shares M50 ETF Not Ranked
33.10 -29.4 -30.0 -15.5 -8.3 0.6 2.5 --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
CATEGORY AVERAGE 1.5 5.9 25.2 36.6 11.3 8.2 5.6

Note : Returns have been calculated based on NAV's as on Oct 29, 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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