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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 24, 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 8.3 19.2 49.9 101.5 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
83.42 8.2 18.8 49.1 99.6 -- -- --
Kotak Select Focus - Direct (G) Not Ranked
7.74 9.2 15.4 28.5 64.2 -- -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
Franklin (I) Opport. - Direct (G) Not Ranked
3.06 7.8 14.9 31.7 64.5 -- -- --
Franklin India Oppor. (G) Rank 2
315.07 7.8 14.8 31.5 63.9 30.9 26.2 13.1
Kotak Opportunities - Direct (G) Not Ranked
5.89 8.4 14.1 26.8 56.3 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
17.92 8.3 14.0 26.5 66.9 -- -- --
Kotak Opportunities Fund (G) Rank 2
638.18 8.3 14.0 26.5 55.5 28.4 25.8 13.7
Baroda Pioneer Growth -Direct (G) Not Ranked
25.42 8.2 13.0 22.3 53.6 -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.16 8.5 12.8 25.9 65.6 -- -- --
Baroda Pioneer Growth (G) Rank 3
227.62 8.2 12.8 21.9 52.3 27.0 22.4 9.3
JM Multi Strategy Fund (G) Rank 3
143.48 8.5 12.6 25.5 64.4 29.4 25.3 7.6
Axis Equity Fund - Direct (G) Not Ranked
26.59 8.6 12.4 19.7 49.3 -- -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
0.88 9.4 12.4 23.9 43.7 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
26.44 8.1 12.3 21.1 57.2 -- -- --
Escorts Leading Sectors -Direct (G) Not Ranked
0.08 10.0 12.2 36.3 72.9 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
3.10 8.9 12.2 21.7 53.2 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.45 9.9 12.0 35.9 71.8 29.2 33.1 14.6
UTI Master Plus US - Direct (G) Not Ranked
0.05 -- -- -- -- -- -- --
Axis Focused 25 Fund (G) Not Ranked
129.54 9.3 12.0 23.2 42.1 25.0 -- --
UTI Master Plus US (G) Not Ranked
117.93 -- -- -- -- -- -- --
Axis Equity Fund (G) Rank 3
1,025.15 8.5 12.0 18.8 47.5 30.2 28.0 --
Birla Sun Life Top 100 (G) Rank 1
691.15 8.1 12.0 20.5 56.0 31.4 29.5 16.2
JPMorgan India Equity Fund (G) Rank 3
212.82 8.8 11.9 21.0 51.0 26.8 23.7 13.9
Edelweiss Equity Enhancer -A (G) Not Ranked
0.20 6.8 11.8 21.0 46.1 23.3 20.7 10.6
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 6.8 11.9 21.1 46.6 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
73.74 7.9 11.8 23.4 58.0 -- -- --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.18 6.8 11.8 20.9 46.1 23.2 20.7 10.5
LIC NOMURA Growth Fund -Direct (G) Not Ranked
1.07 9.3 11.7 27.6 47.7 -- -- --
L&T India Large Cap - Direct (G) Not Ranked
16.04 7.6 11.7 21.3 51.9 -- -- --
L&T Equity Fund (G) Rank 2
2,255.83 7.8 11.7 23.0 57.1 26.7 24.5 15.3
Birla SL Frontline Eqty-Direct (G) Not Ranked
349.18 8.4 11.7 21.4 53.8 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
103.00 7.3 11.6 24.7 55.6 -- -- --
L&T India Large Cap Fund (G) Rank 3
321.10 7.6 11.5 20.9 51.0 25.4 23.1 14.4
Kotak 50 - Direct (G) Not Ranked
6.72 8.4 11.5 23.4 48.9 -- -- --
UTI Equity Fund (G) Rank 1
3,275.59 7.3 11.5 24.5 55.2 29.4 27.0 16.0
LIC NOMURA Growth Fund (G) Not Ranked
73.45 9.3 11.5 27.2 46.8 25.1 23.8 11.4
SBI Blue Chip Fund - Direct (G) Not Ranked
37.82 7.3 11.4 26.4 55.3 -- -- --
Birla SL Frontline Equity (G) Rank 2
6,054.47 8.3 11.4 20.9 52.5 30.1 28.4 15.4
JM Core 11 Fund -Direct (G) Not Ranked
0.08 8.3 11.3 19.5 61.1 -- -- --
Kotak 50 (G) Rank 4
657.37 8.3 11.3 23.0 48.0 25.5 22.9 12.1
SBI Blue Chip Fund (G) Rank 1
1,032.19 7.2 11.2 26.0 54.4 29.5 29.1 14.1
JM Core 11 Fund (G) Not Ranked
39.58 8.3 11.2 19.1 59.9 27.9 26.7 5.0
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.82 7.6 11.1 21.2 46.1 -- -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
40.81 7.6 11.0 20.9 45.5 26.7 25.3 14.2
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.61 7.6 11.0 20.9 45.5 26.6 25.3 13.9
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.98 7.6 11.0 20.9 45.5 26.7 25.3 14.3
DWS Alpha Equity Fund -Direct (G) Not Ranked
2.14 7.5 10.9 23.3 50.5 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
4.64 8.6 10.9 24.7 50.1 -- -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
728.14 6.2 10.9 21.0 44.8 -- -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.17 7.0 10.8 25.8 47.9 -- -- --
UTI Top 100 Fund (G) Rank 3
649.44 8.6 10.8 24.5 49.7 25.1 23.2 12.3
UTI Mastershare - Direct (G) Not Ranked
27.88 8.0 10.8 23.7 49.4 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.85 8.4 10.7 24.1 48.4 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
72.64 8.8 10.7 23.0 49.5 -- -- --
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 7.4 10.7 22.8 49.4 28.4 23.7 11.3
DWS Alpha Equity Fund -RP (G) Not Ranked
63.12 7.5 10.7 22.8 49.4 28.4 23.7 11.4
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.74 7.9 10.7 15.6 36.3 -- -- --
UTI Mastershare (G) Rank 3
2,750.95 7.9 10.6 23.4 48.9 26.1 23.0 13.2
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 6.5 10.6 21.0 49.2 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
50.75 7.8 10.6 15.3 35.7 20.1 18.2 --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 6.5 10.6 20.9 49.2 29.6 26.5 17.6
IDBI India Top 100 Equity Fund (G) Not Ranked
95.32 8.3 10.6 23.8 47.5 26.6 -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
Franklin India Bluechip (G) Rank 5
4,591.15 6.2 10.6 20.5 43.7 23.5 21.4 13.7
SBI Magnum Equity Fund (G) Rank 4
1,120.17 8.7 10.6 22.6 48.7 25.8 24.3 14.1
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.79 6.8 10.5 19.0 50.1 -- -- --
Tata Equity Opp. Fund - Direct (G) Not Ranked
4.78 7.5 10.5 23.4 51.6 -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
1.88 8.5 10.5 21.5 50.0 -- -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 6.5 10.4 20.5 48.1 28.4 25.4 16.7
Religare Invesco Bus-Leaders (G) Not Ranked
21.82 6.8 10.4 24.9 46.1 26.1 23.6 12.4
UTI Dividend Yield Fund (G) Rank 5
3,126.94 6.8 10.4 18.7 49.2 22.5 19.4 13.0
Tata Equity Opp. Fund (G) Rank 2
494.89 7.4 10.4 23.0 50.6 27.8 26.2 13.2
Taurus Bonanza Fund -Direct (G) Not Ranked
0.01 8.0 10.3 19.5 47.6 -- -- --
LIC NOMURA Equity Fund (G) Rank 4
304.48 8.4 10.3 21.1 48.8 25.6 23.8 11.1
Taurus Bonanza Fund (G) Not Ranked
24.82 8.0 10.2 19.4 47.4 21.1 18.7 9.7
UTI Opportunities Fund - Direct (G) Not Ranked
273.51 6.4 10.2 22.8 49.7 -- -- --
Principal Large Cap - Direct (G) Not Ranked
8.46 7.6 10.1 18.4 52.6 -- -- --
Principal Large Cap Fund (G) Rank 3
300.51 7.6 10.0 18.1 51.8 26.1 24.8 13.2
UTI Opportunities Fund (G) Rank 2
4,428.25 6.4 9.9 22.4 48.5 25.5 24.4 15.7
BOI AXA Equity Fund - Direct (G) Not Ranked
0.93 7.1 9.9 22.5 49.6 -- -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 8.0 9.8 17.4 57.8 -- -- --
BOI AXA Equity Fund-Eco (G) Not Ranked
5.39 7.0 9.8 22.3 49.0 27.0 24.1 10.4
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.99 5.5 9.8 24.9 52.9 -- -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 7.9 9.7 17.0 57.0 29.0 26.0 14.5
BOI AXA Equity Fund -RP (G) Rank 2
196.16 7.0 9.6 21.9 48.1 26.2 23.4 9.9
Union KBC Equity Fund - Direct (G) Not Ranked
4.30 6.8 9.6 17.6 47.1 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
1.40 5.7 9.5 20.8 49.2 -- -- --
BNP Paribas Equity Fund (G) Rank 1
372.22 5.4 9.5 24.3 51.7 29.7 26.9 15.6
Union KBC Equity Fund (G) Rank 3
117.29 6.7 9.5 17.2 46.1 25.5 23.4 --
UTI Leadership Equity - Direct (G) Not Ranked
1.94 7.4 9.3 20.3 46.7 -- -- --
UTI Leadership Equity Fund (G) Rank 3
1,582.49 7.4 9.3 20.1 46.2 26.2 24.4 11.8
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
47.74 5.9 9.3 19.0 47.8 -- -- --
ICICI Pru Target Returns - RP (G) Not Ranked
61.35 5.5 9.2 20.3 48.1 28.7 25.7 13.8
Can Robeco Equity Div. - Direct (G) Not Ranked
12.79 7.0 9.2 18.1 48.5 -- -- --
Can Robeco Equity Divers (G) Rank 3
722.14 6.9 9.1 17.7 47.8 24.5 23.6 15.4
ICICI Pru Top 100 Fund (G) Rank 3
1,012.25 5.8 9.1 18.6 46.7 29.2 27.1 15.2
Reliance Focused Large Cap-Dir (G) Not Ranked
10.47 7.3 8.9 17.3 47.6 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.37 6.6 8.8 17.2 42.8 -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.14 4.8 8.8 27.4 76.2 -- -- --
Reliance Focused Large Cap - RP (G) Rank 4
1,087.77 7.2 8.8 17.0 46.6 25.5 26.8 8.9
IDFC Imperial Equity - Direct (G) Not Ranked
12.56 7.3 8.7 16.3 40.3 -- -- --
Escorts Growth Plan (G) Not Ranked
5.78 4.8 8.6 27.1 75.2 28.5 27.2 12.2
Sundaram Growth Fund -Direct (G) Not Ranked
1.73 7.4 8.6 17.0 42.7 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
120.56 6.5 8.6 16.7 41.7 23.4 22.5 --
IDFC Imperial Equity - Plan B (G) Not Ranked
4.86 7.2 8.5 15.9 39.6 20.8 18.0 9.5
IDFC Imperial Equity - Regular (G) Rank 4
126.41 7.2 8.5 15.9 39.5 20.8 18.0 9.5
Sundaram Growth Fund - RP (G) Rank 4
178.14 7.4 8.4 16.6 41.6 20.2 19.2 9.2
Tata Pure Equity Fund - Direct (G) Not Ranked
17.46 6.5 8.3 18.2 41.8 -- -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
348.65 6.9 8.3 15.1 46.3 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
79.55 6.9 8.3 15.1 46.3 23.3 22.5 12.6
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.95 7.5 8.2 18.9 41.4 -- -- --
DSP-BR Top 100 Equity - RP (G) Rank 5
2,874.31 6.8 8.2 14.8 45.5 22.7 21.9 12.0
Tata Pure Equity Fund (G) Rank 3
703.16 6.5 8.2 17.9 40.8 23.3 22.7 12.5
UTI India Lifestyle Fund(G) Rank 3
317.52 7.4 8.1 18.6 40.6 22.8 22.2 15.0
Sundaram Select Focus -Direct (G) Not Ranked
2.85 7.3 7.7 15.3 42.9 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
0.17 7.3 7.7 15.2 42.5 23.2 20.1 9.6
HDFC Index - Sensex Plus - Direct Not Ranked
22.47 6.5 7.7 17.1 45.2 -- -- --
IDFC Equity Fund - Direct (G) Not Ranked
1.52 6.7 7.6 16.7 39.2 -- -- --
Sundaram Select Focus - RP (G) Rank 4
443.36 7.3 7.6 14.9 41.9 22.7 19.5 8.9
HDFC Index - Sensex Plus Plan Rank 3
88.95 6.4 7.6 16.9 44.7 24.9 23.2 12.9
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.10 6.6 7.6 17.3 40.2 -- -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
1.11 6.5 7.5 15.2 33.8 -- -- --
IDFC Equity Fund - Regular Plan (G) Rank 3
307.03 6.6 7.5 16.4 38.5 22.9 22.5 11.4
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 6.6 7.5 16.4 38.5 22.9 22.5 11.5
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.56 6.6 7.4 17.0 39.4 24.4 22.4 10.9
Indiabulls Blue Chip Fund (G) Not Ranked
7.24 6.5 7.2 14.6 32.3 18.6 -- --
Reliance Quant Plus - Direct (G) Not Ranked
2.46 7.2 7.2 16.3 43.7 -- -- --
HSBC Equity Fund - Direct (G) Not Ranked
146.57 7.9 7.2 13.4 44.7 -- -- --
Reliance Quant Plus - RP (G) Not Ranked
38.03 7.2 7.0 15.9 41.1 23.0 22.1 12.1
HSBC Equity Fund (G) Rank 5
473.49 7.8 7.0 13.0 43.7 22.2 20.1 10.1
Sahara Super 20 Fund -Direct (G) Not Ranked
0.05 5.7 6.4 10.1 37.2 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.63 5.5 6.4 15.6 33.4 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.72 5.7 6.3 9.9 36.7 19.5 17.2 8.9
Peerless Equity Fund (G) Not Ranked
29.46 5.4 6.0 14.8 32.0 18.5 18.6 --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.13 4.5 5.2 11.2 34.3 -- -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 6.8 5.1 15.2 23.6 -- -- --
HSBC Dynamic Fund (G) Not Ranked
68.40 4.5 5.0 10.8 33.4 15.7 15.4 7.8
Sahara Growth Fund - Direct (G) Not Ranked
0.67 4.2 4.9 10.3 44.4 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
33.83 6.7 4.7 14.5 22.3 14.1 15.9 8.4
Sahara Growth Fund (G) Not Ranked
6.93 4.1 4.5 9.8 43.4 20.8 20.8 9.6
Sundaram Equity Plus -Direct (G) Not Ranked
4.54 4.1 3.7 10.0 21.0 -- -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Sundaram Equity Plus (G) Not Ranked
67.52 4.0 3.5 10.0 19.9 10.9 10.3 --
Motilal MOSt Shares M50 ETF Not Ranked
33.10 6.6 2.7 9.7 37.6 22.0 22.3 --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
CATEGORY AVERAGE 7.1 9.7 20.0 47.4 12.8 11.4 5.4

Note : Returns have been calculated based on NAV's as on Nov 24, 2014 & Index values as on Nov 24, 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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