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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 Nov 25, 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 6.2 17.2 47.0 97.5 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
83.42 6.1 16.8 46.2 95.6 -- -- --
Franklin (I) Opport. - Direct (G) Not Ranked
3.06 7.0 14.1 30.7 64.3 -- -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
Franklin India Oppor. (G) Rank 2
315.07 6.9 13.9 30.4 63.7 30.4 24.9 13.3
Kotak Select Focus - Direct (G) Not Ranked
7.74 7.9 13.9 27.0 63.4 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
17.92 7.6 13.6 25.6 67.3 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
5.89 7.0 12.6 25.2 55.3 -- -- --
Kotak Opportunities Fund (G) Rank 2
638.18 7.0 12.4 24.9 54.5 27.6 24.5 13.8
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
25.42 7.3 12.3 21.3 53.6 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.16 7.4 12.3 24.6 64.3 -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
Baroda Pioneer Growth (G) Rank 3
227.62 7.2 12.0 20.8 52.4 26.4 20.9 9.5
JM Multi Strategy Fund (G) Rank 3
143.48 7.3 12.0 24.1 63.2 28.7 23.8 7.7
Axis Focused 25 Fund - Direct (G) Not Ranked
0.88 8.2 11.4 22.6 42.6 -- -- --
Axis Equity Fund - Direct (G) Not Ranked
26.59 7.6 11.4 18.6 49.1 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
3.10 7.8 11.3 20.4 52.9 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
26.44 7.0 11.2 19.8 56.7 -- -- --
Axis Focused 25 Fund (G) Not Ranked
129.54 8.1 11.1 21.9 41.1 24.4 -- --
Axis Equity Fund (G) Rank 3
1,025.15 7.4 11.0 17.7 47.3 29.5 26.4 --
UTI Master Plus US - Direct (G) Not Ranked
0.05 -- -- -- -- -- -- --
JPMorgan India Equity Fund (G) Rank 3
212.82 7.7 10.9 19.8 50.7 26.1 22.3 14.1
UTI Master Plus US (G) Not Ranked
117.93 -- -- -- -- -- -- --
Birla Sun Life Top 100 (G) Rank 1
691.15 6.9 10.9 19.2 55.4 30.7 27.9 16.3
L&T India Large Cap - Direct (G) Not Ranked
16.04 6.6 10.9 20.2 51.7 -- -- --
Escorts Leading Sectors -Direct (G) Not Ranked
0.08 7.9 10.9 33.8 70.9 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
73.74 6.8 10.8 22.1 57.5 -- -- --
JM Core 11 Fund -Direct (G) Not Ranked
0.08 7.0 10.8 18.1 59.3 -- -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 6.1 10.8 20.3 46.3 -- -- --
L&T India Large Cap Fund (G) Rank 3
321.10 6.6 10.7 19.8 50.7 24.8 22.0 14.6
Edelweiss Equity Enhancer -B (G) Not Ranked
0.18 6.1 10.7 20.0 45.6 22.8 19.2 10.8
L&T Equity Fund (G) Rank 2
2,255.83 6.7 10.7 21.7 56.5 26.0 23.2 15.4
Escorts Leading Sectors (G) Not Ranked
1.45 7.8 10.7 33.3 69.9 28.0 31.8 14.6
Edelweiss Equity Enhancer -A (G) Not Ranked
0.20 6.0 10.6 20.1 45.6 22.8 19.2 11.0
Franklin (I) Bluechip - Direct (G) Not Ranked
728.14 5.6 10.6 20.3 45.1 -- -- --
JM Core 11 Fund (G) Not Ranked
39.58 7.0 10.6 17.7 58.1 27.1 24.8 4.7
Kotak 50 - Direct (G) Not Ranked
6.72 7.2 10.5 22.1 48.7 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
103.00 6.3 10.5 23.5 55.7 -- -- --
UTI Equity Fund (G) Rank 1
3,275.59 6.2 10.4 23.3 55.2 28.7 25.8 16.1
Franklin India Bluechip (G) Rank 5
4,591.15 5.5 10.4 19.7 44.0 23.2 20.2 13.9
LIC NOMURA Growth Fund -Direct (G) Not Ranked
1.07 8.1 10.4 26.2 47.1 -- -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
37.82 6.4 10.4 25.2 54.9 -- -- --
Kotak 50 (G) Rank 4
657.37 7.2 10.3 21.7 47.8 24.9 21.6 12.2
Birla SL Frontline Eqty-Direct (G) Not Ranked
349.18 7.1 10.3 19.9 53.2 -- -- --
SBI Blue Chip Fund (G) Rank 1
1,032.19 6.3 10.2 24.9 54.0 28.9 27.8 14.3
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.17 6.4 10.1 25.1 48.7 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
73.45 8.0 10.1 25.7 46.2 24.4 22.2 11.5
UTI Mastershare - Direct (G) Not Ranked
27.88 7.2 10.0 22.8 49.8 -- -- --
Birla SL Frontline Equity (G) Rank 2
6,054.47 7.0 10.0 19.4 51.9 29.3 26.9 15.4
UTI Top 100 Fund - Direct (G) Not Ranked
4.64 7.7 10.0 23.7 50.1 -- -- --
UTI Top 100 Fund (G) Rank 3
649.44 7.7 9.9 23.5 49.8 24.6 21.8 12.6
Tata Equity Opp. Fund - Direct (G) Not Ranked
4.78 6.5 9.9 22.3 51.5 -- -- --
UTI Mastershare (G) Rank 3
2,750.95 7.2 9.9 22.5 49.3 25.6 21.7 13.4
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.79 5.7 9.8 17.7 50.0 -- -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.82 6.8 9.8 20.2 45.6 -- -- --
Tata Equity Opp. Fund (G) Rank 2
494.89 6.5 9.8 22.0 50.5 27.2 25.0 13.3
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.85 7.4 9.7 22.9 47.6 -- -- --
Religare Invesco Bus-Leaders (G) Not Ranked
21.82 6.3 9.7 24.3 46.9 25.7 22.4 12.7
DWS Alpha Equity Fund -Direct (G) Not Ranked
2.14 6.5 9.7 22.0 50.3 -- -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
40.81 6.7 9.7 20.0 45.0 26.2 24.2 14.4
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.98 6.7 9.7 20.0 45.0 26.2 24.2 14.5
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.61 6.7 9.7 19.9 44.9 26.1 24.2 14.1
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.74 6.9 9.7 14.6 36.5 -- -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
UTI Dividend Yield Fund (G) Rank 5
3,126.94 5.6 9.7 17.4 49.1 21.8 18.2 13.1
Pramerica Large Cap Equity (G) Not Ranked
50.75 6.8 9.6 14.2 35.8 19.5 16.8 --
IDBI India Top 100 Equity Fund (G) Not Ranked
95.32 7.3 9.6 22.7 46.8 26.1 -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 5.5 9.5 19.8 48.7 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 5.5 9.5 19.8 48.7 29.0 25.2 17.8
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 6.4 9.5 21.6 49.2 27.8 22.4 11.5
DWS Alpha Equity Fund -RP (G) Not Ranked
63.12 6.4 9.5 21.6 49.2 27.7 22.4 11.5
SBI Magnum Equity Fund - Direct (G) Not Ranked
72.64 7.5 9.4 21.5 49.7 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.99 4.7 9.4 23.9 52.9 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
1.40 5.0 9.3 20.1 49.5 -- -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 5.5 9.3 19.4 47.5 27.8 24.1 16.8
Taurus Bonanza Fund -Direct (G) Not Ranked
0.01 6.8 9.3 18.2 47.3 -- -- --
SBI Magnum Equity Fund (G) Rank 4
1,120.17 7.4 9.3 21.2 48.8 25.0 22.9 14.1
Taurus Bonanza Fund (G) Not Ranked
24.82 6.8 9.2 18.1 47.0 20.4 17.4 9.8
UTI Opportunities Fund - Direct (G) Not Ranked
273.51 5.5 9.2 21.8 49.7 -- -- --
BNP Paribas Equity Fund (G) Rank 1
372.22 4.6 9.1 23.3 51.7 29.2 25.9 15.9
ICICI Pru Target Returns - RP (G) Not Ranked
61.35 5.0 9.1 19.7 48.5 28.3 24.0 14.1
LIC NOMURA Equity Fund -Direct (G) Not Ranked
1.88 7.2 9.1 20.0 49.5 -- -- --
Principal Large Cap - Direct (G) Not Ranked
8.46 6.4 9.0 17.1 52.3 -- -- --
UTI Opportunities Fund (G) Rank 2
4,428.25 5.4 9.0 21.3 48.6 24.9 23.0 15.9
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 6.7 9.0 16.0 57.7 -- -- --
Principal Large Cap Fund (G) Rank 3
300.51 6.3 8.8 16.8 51.5 25.4 23.4 13.3
Union KBC Equity Fund - Direct (G) Not Ranked
4.30 5.7 8.9 16.4 47.1 -- -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
47.74 5.1 8.8 18.2 48.7 -- -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 6.6 8.8 15.6 56.8 28.2 24.3 14.6
LIC NOMURA Equity Fund (G) Rank 4
304.48 7.1 8.8 19.6 48.2 24.8 22.2 11.1
Union KBC Equity Fund (G) Rank 3
117.29 5.7 8.7 16.1 46.2 24.9 22.1 --
BOI AXA Equity Fund - Direct (G) Not Ranked
0.93 5.9 8.7 21.1 49.1 -- -- --
ICICI Pru Top 100 Fund (G) Rank 3
1,012.25 5.0 8.7 17.8 47.6 28.7 25.6 15.4
Can Robeco Equity Div. - Direct (G) Not Ranked
12.79 5.9 8.6 16.9 47.8 -- -- --
BOI AXA Equity Fund-Eco (G) Not Ranked
5.39 5.8 8.5 20.9 48.6 26.3 22.6 10.4
Can Robeco Equity Divers (G) Rank 3
722.14 5.9 8.4 16.6 47.1 23.9 22.4 15.4
UTI Leadership Equity - Direct (G) Not Ranked
1.94 6.3 8.4 19.0 46.7 -- -- --
BOI AXA Equity Fund -RP (G) Rank 2
196.16 5.8 8.4 20.5 47.6 25.4 21.9 10.0
UTI Leadership Equity Fund (G) Rank 3
1,582.49 6.2 8.3 18.8 46.3 25.5 22.9 12.0
Sundaram Growth Fund -Direct (G) Not Ranked
1.73 6.8 8.2 16.3 42.8 -- -- --
Sundaram Growth Fund - RP (G) Rank 4
178.14 6.7 8.0 15.9 41.7 19.8 18.0 9.4
Escorts Growth Plan - Direct (G) Not Ranked
0.14 3.6 8.0 26.0 76.0 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
10.47 6.0 7.9 16.0 47.2 -- -- --
Escorts Growth Plan (G) Not Ranked
5.78 3.6 7.8 25.7 75.0 27.8 26.0 12.3
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.37 5.4 7.8 15.9 42.2 -- -- --
Reliance Focused Large Cap - RP (G) Rank 4
1,087.77 6.0 7.8 15.6 46.1 24.7 25.1 8.9
IDFC Imperial Equity - Direct (G) Not Ranked
12.56 6.3 7.7 15.2 39.9 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
120.56 5.3 7.7 15.4 41.2 22.7 21.1 --
IDFC Imperial Equity - Regular (G) Rank 4
126.41 6.2 7.5 14.8 39.2 20.2 16.9 9.7
IDFC Imperial Equity - Plan B (G) Not Ranked
4.86 6.2 7.6 14.8 39.2 20.2 16.9 9.7
Tata Pure Equity Fund - Direct (G) Not Ranked
17.46 5.4 7.5 17.0 41.3 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
79.55 5.5 7.4 13.7 46.2 22.5 21.0 12.6
DSP-BR Top 100 Equity - Direct (G) Not Ranked
348.65 5.5 7.4 13.7 46.2 -- -- --
Tata Pure Equity Fund (G) Rank 3
703.16 5.4 7.3 16.7 40.4 22.7 21.4 12.6
DSP-BR Top 100 Equity - RP (G) Rank 5
2,874.31 5.4 7.2 13.4 45.5 21.9 20.3 12.1
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.95 6.8 7.2 18.1 41.7 -- -- --
UTI India Lifestyle Fund(G) Rank 3
317.52 6.7 7.0 17.8 40.9 22.3 21.2 15.3
Sundaram Select Focus -Direct (G) Not Ranked
2.85 6.3 6.9 14.2 42.8 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
0.17 6.3 6.9 14.1 42.4 22.6 18.8 9.8
HDFC Index - Sensex Plus - Direct Not Ranked
22.47 5.6 6.9 16.2 45.2 -- -- --
HDFC Index - Sensex Plus Plan Rank 3
88.95 5.6 6.8 16.0 44.8 24.4 21.8 13.2
Sundaram Select Focus - RP (G) Rank 4
443.36 6.3 6.7 13.8 41.8 22.2 18.2 9.1
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.10 5.8 6.7 16.5 40.2 -- -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
1.11 5.4 6.7 14.0 33.4 -- -- --
IDFC Equity Fund - Direct (G) Not Ranked
1.52 5.7 6.6 15.7 39.1 -- -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.56 5.8 6.6 16.2 39.5 24.0 21.0 11.1
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 5.7 6.5 15.4 38.5 22.4 21.0 11.8
IDFC Equity Fund - Regular Plan (G) Rank 3
307.03 5.7 6.5 15.4 38.4 22.4 21.0 11.7
Indiabulls Blue Chip Fund (G) Not Ranked
7.24 5.4 6.3 13.4 32.1 17.9 -- --
HSBC Equity Fund - Direct (G) Not Ranked
146.57 6.5 6.3 12.0 43.7 -- -- --
Reliance Quant Plus - Direct (G) Not Ranked
2.46 6.1 6.3 15.1 43.3 -- -- --
Reliance Quant Plus - RP (G) Not Ranked
38.03 6.1 6.1 14.7 40.7 22.4 20.4 12.3
HSBC Equity Fund (G) Rank 5
473.49 6.4 6.1 11.6 42.7 21.4 18.6 10.2
Sahara Super 20 Fund -Direct (G) Not Ranked
0.05 4.6 5.6 9.0 37.1 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.63 4.7 5.5 14.6 33.3 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.72 4.6 5.5 8.8 36.6 18.9 16.0 9.2
Peerless Equity Fund (G) Not Ranked
29.46 4.5 5.1 13.8 31.9 18.0 17.6 --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.13 3.7 4.6 10.3 34.1 -- -- --
HSBC Dynamic Fund (G) Not Ranked
68.40 3.7 4.4 9.9 33.1 15.3 14.2 7.9
Sahara Growth Fund - Direct (G) Not Ranked
0.67 3.3 4.0 9.4 44.6 -- -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 5.8 3.7 14.1 23.0 -- -- --
Sahara Growth Fund (G) Not Ranked
6.93 3.2 3.6 8.9 43.6 20.3 19.5 9.8
Sundaram Equity Plus -Direct (G) Not Ranked
4.54 3.6 3.2 9.5 21.0 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
33.83 5.6 3.2 13.3 21.6 13.5 14.6 8.7
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Sundaram Equity Plus (G) Not Ranked
67.52 3.6 3.1 9.5 19.9 10.7 9.4 --
Motilal MOSt Shares M50 ETF Not Ranked
33.10 5.7 2.3 8.9 37.6 21.5 20.7 --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
CATEGORY AVERAGE 6.1 8.8 18.9 47.0 12.5 10.8 5.5

Note : Returns have been calculated based on NAV's as on Nov 25, 2014 & Index values as on Nov 25, 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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