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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 Sep 19, 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
SBI Small & Midcap Fund -Direct (G) Not Ranked
4.54 14.6 28.6 66.5 -- -- -- --
SBI Small & Midcap Fund (G) Not Ranked
48.74 14.5 28.3 65.8 -- -- -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
1.81 -- -- -- -- -- -- --
Escorts Leading Sectors -Direct (G) Not Ranked
0.07 5.5 20.6 45.3 66.0 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.06 5.5 20.4 44.8 65.3 32.8 23.5 13.8
Franklin (I) Opport. - Direct (G) Not Ranked
2.31 7.1 16.9 41.8 60.3 -- -- --
Franklin India Oppor. (G) Rank 3
284.83 7.0 16.8 41.6 59.8 28.3 19.5 12.4
Kotak Select Focus - Direct (G) Not Ranked
3.91 7.0 14.6 38.8 57.2 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
4.76 6.7 14.5 35.9 49.5 -- -- --
Kotak Opportunities Fund (G) Rank 3
592.84 6.7 14.3 35.5 48.7 25.7 19.6 12.8
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
6.46 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
31.89 -- -- -- -- -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.02 4.1 14.1 49.2 77.4 -- -- --
Escorts Growth Plan (G) Not Ranked
3.72 4.1 14.0 48.8 76.5 31.7 20.2 12.0
SBI Blue Chip Fund - Direct (G) Not Ranked
27.04 6.1 14.0 34.9 52.0 -- -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.79 5.9 13.9 28.3 42.7 -- -- --
SBI Blue Chip Fund (G) Rank 2
903.54 6.0 13.8 34.5 51.1 28.5 23.4 13.1
LIC NOMURA Growth Fund (G) Not Ranked
68.14 5.8 13.7 27.9 41.8 22.3 17.2 10.1
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.88 6.0 13.6 39.7 58.3 -- -- --
Birla SL Long Term Advan. (G) Rank 1
141.34 5.9 13.4 39.2 57.2 31.3 21.9 15.8
UTI Master Plus US - Direct (G) Not Ranked
0.44 -- -- -- -- -- -- --
UTI Equity Fund - Direct (G) Not Ranked
55.81 5.6 13.4 35.5 50.8 -- -- --
UTI Master Plus US (G) Rank 4
1,008.95 -- -- -- -- -- -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.12 5.6 13.3 30.7 42.8 -- -- --
UTI Equity Fund (G) Rank 2
2,848.13 5.5 13.3 35.3 50.4 27.5 21.5 16.1
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.33 4.7 13.2 31.0 42.9 -- -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
76.92 4.7 13.0 30.6 42.1 25.2 -- --
Religare Invesco Bus-Leaders (G) Not Ranked
20.37 5.4 13.0 30.0 41.3 24.4 18.0 12.2
JM Multi Strategy Fund -Direct (G) Not Ranked
0.13 4.9 12.9 42.9 61.5 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
3.60 5.1 12.8 30.2 43.4 -- -- --
UTI Top 100 Fund (G) Rank 3
593.65 5.1 12.8 30.1 43.1 23.2 17.6 11.7
JM Multi Strategy Fund (G) Rank 3
133.55 4.9 12.7 42.4 60.4 27.3 18.8 6.1
UTI Opportunities Fund - Direct (G) Not Ranked
189.98 6.1 12.7 33.7 46.9 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.48 4.6 12.5 39.0 49.0 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
13.88 6.4 12.5 38.5 60.1 -- -- --
UTI Opportunities Fund (G) Rank 3
3,911.39 6.0 12.4 33.1 45.8 25.0 20.1 15.4
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.39 4.8 12.3 32.5 43.9 -- -- --
BNP Paribas Equity Fund (G) Rank 1
271.84 4.5 12.3 38.5 47.8 29.2 22.5 14.6
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.71 5.4 12.1 31.7 41.9 -- -- --
DWS Alpha Equity Fund -WP (G) Not Ranked
0.11 4.7 12.1 32.1 42.9 25.2 18.1 10.5
DWS Alpha Equity Fund -RP (G) Not Ranked
55.67 4.7 12.1 32.0 42.9 25.2 18.0 10.5
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.56 5.4 12.1 31.5 41.3 25.2 19.3 13.3
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
29.14 5.4 12.1 31.5 41.4 25.3 19.9 13.5
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.90 5.4 12.1 31.5 41.3 25.2 19.9 13.6
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
7.13 5.4 11.9 36.5 56.2 -- -- --
ICICI Pru Top 200 Fund (G) Rank 2
520.75 5.3 11.7 36.0 55.2 28.2 21.2 14.5
ICICI Pru Target Returns-Direct (G) Not Ranked
0.17 5.5 11.7 31.0 46.9 -- -- --
ICICI Pru Target Returns - RP (G) Not Ranked
62.29 5.4 11.5 30.5 45.9 25.7 20.2 13.8
UTI Mastershare - Direct (G) Not Ranked
21.68 4.7 11.4 31.1 44.2 -- -- --
UTI Mastershare (G) Rank 3
2,476.73 4.7 11.3 30.9 43.7 23.2 17.1 12.7
Kotak 50 - Direct (G) Not Ranked
5.57 4.6 11.2 30.6 42.8 -- -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 5.1 11.1 29.5 43.2 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.71 4.1 11.1 25.2 33.8 -- -- --
UTI Leadership Equity - Direct (G) Not Ranked
0.95 4.7 11.1 29.4 41.5 -- -- --
Edelweiss Equity Enhancer -A (G) Not Ranked
0.16 5.1 11.0 29.3 42.5 18.3 14.5 9.6
Kotak 50 (G) Rank 4
610.98 4.6 11.0 30.1 42.0 22.6 17.0 11.5
Edelweiss Equity Enhancer -B (G) Not Ranked
0.16 5.0 11.0 29.3 42.5 18.2 14.4 9.4
UTI Leadership Equity Fund (G) Rank 3
570.14 4.7 11.0 29.2 41.0 24.4 19.0 11.3
SBI Magnum Equity Fund - Direct (G) Not Ranked
61.92 3.9 10.9 30.6 42.5 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
33.51 4.9 10.8 36.4 52.3 -- -- --
SBI Magnum Equity Fund (G) Rank 5
1,052.27 3.9 10.8 30.2 41.7 23.6 18.3 13.5
Peerless Equity Fund (G) Not Ranked
25.84 4.0 10.7 24.5 32.5 21.1 15.4 --
L&T Equity Fund (G) Rank 2
2,089.70 4.8 10.6 36.0 51.4 25.5 18.4 15.2
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.86 4.7 10.5 32.0 47.9 -- -- --
L&T India Large Cap - Direct (G) Not Ranked
13.73 4.8 10.5 33.2 45.6 -- -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
0.60 4.7 10.5 29.3 38.3 -- -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 5.1 10.5 31.9 45.2 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 5.1 10.4 31.9 45.2 27.9 21.9 17.5
LIC NOMURA Equity Fund (G) Rank 4
300.06 4.6 10.4 31.2 46.8 22.9 17.2 9.6
L&T India Large Cap Fund (G) Rank 3
302.66 4.7 10.4 32.8 44.7 24.3 17.3 14.5
JM Core 11 Fund -Direct (G) Not Ranked
0.07 2.1 10.2 36.7 60.2 -- -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 5.0 10.2 31.3 44.0 26.7 20.8 16.6
ING Retireinvest-Sr I (G) Not Ranked
1.43 5.3 10.2 28.7 44.0 20.2 15.0 9.6
Axis Focused 25 Fund (G) Not Ranked
114.09 4.6 10.2 28.5 36.9 21.2 -- --
Principal Large Cap - Direct (G) Not Ranked
7.34 4.6 10.2 32.5 50.3 -- -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.58 3.9 10.2 22.6 30.3 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
2.09 4.8 10.2 33.2 47.6 -- -- --
JM Core 11 Fund (G) Not Ranked
36.48 2.1 10.1 36.2 59.0 24.4 17.6 2.7
Principal Large Cap Fund (G) Rank 3
296.65 4.6 10.1 32.1 49.6 24.5 19.5 13.3
Baroda Pioneer Growth -Direct (G) Not Ranked
22.45 4.7 10.0 33.6 46.6 -- -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
12.44 4.3 9.9 27.7 37.9 -- -- --
Axis Equity Fund - Direct (G) Not Ranked
15.23 6.2 9.8 32.8 44.6 -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
235.50 4.1 9.8 33.3 49.2 -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
6.18 3.8 9.8 22.0 29.0 17.3 -- --
JPMorgan India Equity Fund (G) Rank 3
203.37 4.7 9.8 31.9 45.5 23.9 17.5 13.2
Baroda Pioneer Growth (G) Rank 3
201.34 4.6 9.8 33.1 45.3 22.9 15.6 8.3
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.38 3.5 9.8 28.8 38.7 -- -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
763.27 4.0 9.7 28.4 39.3 -- -- --
Tata Pure Equity Fund (G) Rank 4
648.70 4.3 9.7 27.2 36.9 22.0 18.1 13.1
ING Core Equity Fund -Direct (G) Not Ranked
0.92 3.7 9.6 35.1 50.8 -- -- --
UTI India Lifestyle Fund(G) Rank 3
303.56 3.5 9.6 28.4 37.9 22.0 17.6 15.7
Birla SL Frontline Equity (G) Rank 2
4,803.24 4.0 9.6 32.7 47.9 28.9 22.1 14.9
Franklin India Bluechip (G) Rank 5
4,274.96 3.9 9.5 28.0 38.2 21.4 16.4 13.5
IDFC Imperial Equity - Direct (G) Not Ranked
10.11 3.7 9.5 26.6 36.5 -- -- --
Axis Equity Fund (G) Rank 2
796.79 6.1 9.5 31.9 43.0 27.9 21.4 --
Can Robeco Equity Div. - Direct (G) Not Ranked
8.42 3.8 9.5 32.0 44.8 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.18 3.6 9.4 28.7 38.2 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.07 3.6 9.4 26.9 36.2 -- -- --
ING Core Equity Fund (G) Not Ranked
61.15 3.6 9.4 34.4 49.3 22.9 17.8 12.6
IDFC Imperial Equity - Plan B (G) Not Ranked
6.04 3.6 9.3 26.3 35.8 18.7 12.8 8.9
Can Robeco Equity Divers (G) Rank 3
656.74 3.7 9.3 31.7 44.1 23.0 18.6 15.3
IDFC Imperial Equity - Regular (G) Rank 5
125.93 3.6 9.3 26.3 35.8 18.7 12.8 8.9
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.22 3.5 9.2 26.6 35.5 22.6 17.3 10.1
HDFC Index - Sensex Plus - Direct Not Ranked
11.36 3.3 9.2 31.2 41.0 -- -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
28.19 4.1 9.2 31.6 47.9 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
109.84 3.5 9.2 28.3 37.1 21.5 17.8 --
HDFC Index - Sensex Plus Plan Not Ranked
77.11 3.3 9.1 31.0 40.6 22.6 18.2 12.6
UTI Dividend Yield Fund -Direct (G) Not Ranked
45.03 5.0 9.1 31.9 44.0 -- -- --
ICICI Pru Top 100 Fund (G) Rank 2
639.55 4.0 9.0 31.1 46.8 26.9 23.0 15.2
Birla SL Top 100 - Direct (G) Not Ranked
16.05 4.4 9.0 35.6 53.6 -- -- --
UTI Dividend Yield Fund (G) Rank 4
2,998.72 4.9 8.9 31.5 43.2 19.5 14.4 13.3
ING Large Cap Equity -Direct (G) Not Ranked
0.01 2.3 8.9 8.9 -62.7 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 3.4 8.8 29.9 41.4 -- -- --
Taurus Bonanza Fund (G) Not Ranked
22.68 3.4 8.8 29.8 41.2 18.4 13.1 8.4
Birla Sun Life Top 100 (G) Rank 1
474.81 4.3 8.7 35.0 52.4 29.5 22.6 15.4
DSP-BR Top 100 Equity - IP (G) Not Ranked
77.11 3.4 8.7 31.8 43.7 22.5 17.2 12.6
DSP-BR Top 100 Equity - Direct (G) Not Ranked
201.26 3.4 8.7 31.8 43.7 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
8.53 4.1 8.7 28.6 47.8 -- -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 4.0 8.6 38.1 57.6 -- -- --
Sundaram Growth Fund -Direct (G) Not Ranked
1.51 3.6 8.6 28.0 41.1 -- -- --
DSP-BR Top 100 Equity - RP (G) Rank 5
2,716.56 3.4 8.6 31.5 42.9 21.8 16.6 12.1
Reliance Focused Large Cap - RP (G) Rank 3
1,028.19 4.1 8.5 28.1 46.8 26.2 20.7 8.0
HDFC Top 200 Fund (G) Rank 3
11,265.42 4.0 8.5 37.7 56.7 26.5 19.6 14.6
Sundaram Growth Fund - RP (G) Rank 4
173.77 3.5 8.4 27.3 40.1 18.8 13.8 8.5
IDFC Equity Fund - Direct (G) Not Ranked
1.16 2.8 8.2 24.9 34.4 -- -- --
IDFC Equity Fund - Regular Plan (G) Rank 4
293.58 2.7 8.1 24.6 33.7 21.1 17.0 10.5
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 2.7 8.1 24.6 33.7 21.1 17.0 10.6
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 1.1 8.1 12.9 21.6 -- -- --
Quantum Long-Term Equity (G) Rank 1
272.92 3.3 8.1 30.3 48.5 25.6 21.3 17.3
Religare Invesco AGILE Fund (G) Not Ranked
34.74 1.0 7.8 12.3 20.5 14.6 13.5 9.4
Sundaram Select Focus -Direct (G) Not Ranked
2.26 3.6 7.8 29.3 41.7 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
12.14 3.6 7.7 28.9 41.3 21.8 15.5 --
Reliance Quant Plus - Direct (G) Not Ranked
1.89 2.8 7.7 28.3 39.6 -- -- --
Union KBC Equity Fund - Direct (G) Not Ranked
3.30 3.9 7.6 29.4 44.8 -- -- --
Sundaram Select Focus - RP (G) Rank 4
434.58 3.5 7.6 28.6 40.8 21.3 14.9 8.3
Reliance Quant Plus - RP (G) Not Ranked
37.46 2.7 7.6 26.4 37.1 20.0 16.7 11.3
Union KBC Equity Fund (G) Rank 2
111.69 3.9 7.5 29.0 43.8 23.9 17.9 --
ING Large Cap Equity Fund (G) Not Ranked
4.18 2.2 7.5 29.7 39.4 19.3 16.0 10.1
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.55 4.7 7.3 21.3 30.9 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
43.18 4.8 7.2 21.0 30.2 18.8 12.4 --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.12 1.8 6.4 21.7 31.3 -- -- --
HSBC Dynamic Fund (G) Not Ranked
69.95 1.8 6.2 21.3 30.3 14.1 11.6 7.9
Sahara Growth Fund - Direct (G) Not Ranked
0.15 2.2 6.0 34.2 50.4 -- -- --
HSBC Equity Fund - Direct (G) Not Ranked
73.16 1.6 5.9 27.7 40.6 -- -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Motilal MOSt Shares M50 ETF Not Ranked
33.38 0.7 5.8 27.8 41.4 22.7 17.5 --
Sahara Growth Fund (G) Not Ranked
8.13 2.1 5.7 33.7 49.7 21.9 16.8 9.7
HSBC Equity Fund (G) Rank 3
465.18 1.5 5.7 27.3 39.6 20.0 15.1 9.7
Sundaram Equity Plus -Direct (G) Not Ranked
4.67 1.7 5.3 15.2 19.5 -- -- --
Sundaram Equity Plus (G) Not Ranked
75.31 1.6 5.2 14.4 18.5 9.9 7.7 --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.03 1.6 4.9 24.0 35.9 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.73 1.5 4.8 23.8 35.4 17.9 13.2 7.9
ICICI Pru Top 200 Fund -Inst -I Not Ranked
2.28 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 4.3 10.3 30.7 42.1 12.0 8.8 5.3

Note : Returns have been calculated based on NAV's as on Sep 19, 2014 & Index values as on Sep 19, 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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