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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 Apr 17, 2014
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Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Escorts Growth Plan - Direct (G) Not Ranked
N.A. 10.2 16.3 26.4 27.5 -- -- --
Escorts Growth Plan (G) Not Ranked
2.89 10.2 16.2 26.0 27.4 10.5 3.7 16.2
SBI Small & Midcap Fund -Direct (G) Not Ranked
0.37 7.9 15.6 -- -- -- -- --
SBI Small & Midcap Fund (G) Not Ranked
12.16 7.9 15.4 -- -- -- -- --
JM Core 11 Fund -Direct (G) Not Ranked
0.05 3.1 13.5 19.2 13.6 -- -- --
JM Core 11 Fund (G) Not Ranked
31.41 3.0 13.2 18.7 12.7 9.6 1.7 9.1
JM Multi Strategy Fund -Direct (G) Not Ranked
0.10 5.6 13.2 16.5 18.2 -- -- --
JM Multi Strategy Fund (G) Rank 5
139.09 5.5 13.0 16.1 17.5 10.7 2.2 9.6
Quantum Long-Term Equity (G) Rank 2
201.33 5.2 12.5 16.6 22.5 16.3 10.1 23.8
HDFC Top 200 Fund - Direct (G) Not Ranked
236.70 6.8 12.2 18.8 20.3 -- -- --
HDFC Top 200 Fund (G) Rank 4
10,309.58 6.7 12.1 18.5 19.6 13.2 6.8 19.9
Motilal MOSt Shares M50 ETF Not Ranked
43.19 5.1 11.8 13.2 22.8 13.1 5.2 --
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.11 6.4 10.6 15.2 27.1 -- -- --
Sahara Growth Fund - Direct (G) Not Ranked
0.09 6.2 10.4 14.8 22.1 -- -- --
Sahara Growth Fund (G) Not Ranked
7.94 6.2 10.3 14.6 21.6 10.9 5.9 13.2
Principal Large Cap - Direct (G) Not Ranked
5.04 4.8 10.1 14.2 23.1 -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.22 4.9 10.1 13.8 18.0 -- -- --
LIC NOMURA Equity Fund (G) Rank 4
303.73 4.9 10.1 13.7 17.7 12.9 4.8 13.7
Reliance Top 200 - Direct (G) Not Ranked
8.78 4.1 10.0 17.5 18.6 -- -- --
Principal Large Cap Fund (G) Rank 3
292.27 4.8 10.0 13.9 22.4 14.7 6.9 18.9
ING Core Equity Fund -Direct (G) Not Ranked
0.72 6.0 9.9 14.2 18.2 -- -- --
Escorts Leading Sectors -Direct (G) Not Ranked
0.09 7.3 9.8 17.2 22.2 -- -- --
Escorts Leading Sectors (G) Not Ranked
0.67 7.2 9.7 17.1 21.8 15.6 7.7 17.3
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
3.64 4.0 9.6 14.9 22.3 -- -- --
ICICI Pru Top 200 Fund -Inst -I Not Ranked
10.23 4.0 9.6 15.1 23.2 16.9 8.4 19.5
ING Core Equity Fund (G) Not Ranked
59.28 5.8 9.6 13.6 17.0 11.9 5.9 16.7
Birla SL Frontline Eqty-Direct (G) Not Ranked
70.24 5.3 9.5 13.6 23.2 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
6.57 5.3 9.5 14.5 25.5 -- -- --
ICICI Pru Top 200 Fund (G) Rank 3
433.60 3.9 9.5 14.6 21.6 15.2 6.9 18.0
Birla Sun Life Top 100 (G) Rank 1
321.09 5.2 9.3 14.1 24.7 17.6 10.2 19.4
Birla SL Frontline Equity (G) Rank 2
3,515.55 5.2 9.3 13.2 22.1 18.6 9.7 20.4
ICICI Pru Top 100 Fund -Inst -I Not Ranked
8.26 4.2 9.3 13.9 27.8 18.2 11.8 20.0
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
8.55 4.2 9.2 13.7 26.8 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
18.75 5.0 9.0 12.8 21.3 -- -- --
ICICI Pru Top 100 Fund (G) Rank 1
397.03 4.1 9.0 13.2 25.9 16.4 10.3 18.3
ING Large Cap Equity Fund (G) Not Ranked
4.01 5.7 9.0 10.1 13.4 10.9 4.9 14.3
L&T Equity Fund (G) Rank 3
1,991.61 4.9 8.9 12.4 20.5 12.2 6.1 19.1
HSBC Equity Fund - Direct (G) Not Ranked
2.75 4.9 8.8 11.3 18.8 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 4.9 8.7 12.1 13.6 -- -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
0.22 4.8 8.7 12.1 18.2 -- -- --
UTI Mastershare - Direct (G) Not Ranked
15.22 4.6 8.7 10.9 17.0 -- -- --
ING Retireinvest-Sr I (G) Not Ranked
1.42 4.4 8.7 12.5 19.0 11.5 4.1 13.3
Taurus Bonanza Fund (G) Not Ranked
20.33 4.9 8.7 12.0 13.5 8.6 2.4 13.0
UTI Contra Fund - Direct (G) Not Ranked
0.17 6.7 8.7 13.2 14.8 -- -- --
HSBC Equity Fund (G) Rank 4
456.07 4.8 8.6 10.9 18.0 11.6 4.6 12.6
Union KBC Equity Fund - Direct (G) Not Ranked
13.42 5.0 8.6 13.8 18.7 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
0.09 3.8 8.6 13.3 23.4 -- -- --
UTI Mastershare (G) Rank 3
2,226.29 4.6 8.6 10.7 16.6 12.9 6.6 16.2
HDFC Focused Large-Cap - Direct (G) Not Ranked
2.39 5.0 8.6 10.9 12.1 -- -- --
UTI Contra Fund (G) Rank 5
123.94 6.6 8.6 13.0 14.4 8.9 1.9 11.0
Baroda Pioneer Growth (G) Rank 5
177.30 4.8 8.5 11.6 17.2 10.9 2.3 13.5
ICICI Pru Target Returns - RP (G) Not Ranked
72.93 3.8 8.5 13.0 22.7 14.4 7.8 --
Kotak Select Focus - Direct (G) Not Ranked
0.80 4.0 8.4 12.1 23.8 -- -- --
HDFC Focused Large-Cap (G) Rank 5
405.43 5.0 8.4 10.7 11.5 7.7 3.2 16.7
Union KBC Equity Fund (G) Not Ranked
107.84 5.0 8.4 13.6 18.0 13.6 -- --
UTI Leadership Equity - Direct (G) Not Ranked
0.62 3.9 8.4 10.4 18.3 -- -- --
Axis Equity Fund - Direct (G) Not Ranked
8.49 5.1 8.4 11.5 18.9 -- -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
33.91 5.1 8.4 12.3 14.6 -- -- --
Sundaram Leadership - RP (G) Not Ranked
44.38 -- -- -- -- -- -- --
UTI Leadership Equity Fund (G) Rank 3
536.41 3.9 8.3 10.2 17.9 15.4 7.4 15.1
UTI Dividend Yield Fund (G) Rank 4
2,942.41 5.1 8.2 12.0 13.9 8.6 4.2 17.6
UTI Master Plus US - Direct (G) Not Ranked
0.24 4.0 8.1 10.6 18.3 -- -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.08 4.1 8.1 9.7 15.9 -- -- --
UTI Master Plus US (G) Rank 3
894.91 4.0 8.1 10.6 18.3 14.5 7.7 16.4
Axis Equity Fund (G) Rank 2
594.36 4.9 8.1 11.0 17.7 18.8 10.3 --
UTI Equity Fund - Direct (G) Not Ranked
16.08 4.7 8.1 12.4 20.4 -- -- --
UTI Equity Fund (G) Rank 2
2,369.77 4.7 8.0 12.3 20.2 14.8 9.7 20.3
HSBC Dynamic Fund (G) Not Ranked
91.02 4.0 8.0 9.3 15.1 8.2 3.0 11.1
UTI Opportunities Fund - Direct (G) Not Ranked
118.53 4.4 7.9 10.3 19.6 -- -- --
Can Robeco Equity Div. - Direct (G) Not Ranked
7.50 5.0 7.9 10.6 17.7 -- -- --
Can Robeco Equity Divers (G) Rank 3
626.24 5.0 7.8 10.4 17.2 12.5 8.7 20.5
UTI Opportunities Fund (G) Rank 2
3,446.50 4.3 7.7 9.9 18.8 12.6 10.0 20.8
SBI Magnum Equity Fund - Direct (G) Not Ranked
13.91 4.3 7.7 10.5 16.2 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
2.42 4.0 7.6 10.7 18.6 -- -- --
UTI Top 100 Fund (G) Rank 3
547.86 4.0 7.6 10.6 18.3 13.3 7.1 15.6
JPMorgan India Equity - Direct (G) Not Ranked
1.21 4.1 7.6 11.1 19.6 -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
9.91 3.5 7.6 11.2 22.9 16.8 9.8 22.3
SBI Magnum Equity Fund (G) Rank 3
1,038.92 4.2 7.6 10.2 15.5 12.8 8.0 18.5
ICICI Pru Focused. Blue -Direct (G) Not Ranked
123.74 3.5 7.5 11.2 22.7 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
0.61 4.5 7.6 8.0 16.4 -- -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
14.59 3.7 7.5 12.7 18.9 -- -- --
Canara Robeco Large Cap+ (G) Rank 1
103.01 4.4 7.4 7.6 15.6 12.3 8.6 --
ICICI Pru Focused Bluechip Eqty (G) Rank 2
4,570.93 3.4 7.4 10.7 21.8 15.7 8.9 21.3
JPMorgan India Equity Fund (G) Rank 3
192.76 4.0 7.3 10.5 18.4 12.7 6.3 17.6
SBI Blue Chip Fund (G) Rank 2
719.92 3.6 7.3 12.4 18.3 18.2 9.8 17.5
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.16 3.2 7.3 8.1 18.4 -- -- --
Kotak 50 - Direct (G) Not Ranked
3.43 3.4 7.1 10.5 13.3 -- -- --
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 3.1 7.1 7.7 17.6 14.5 5.5 12.9
BNP Paribas Equity Fund -Dir (G) Not Ranked
0.64 4.1 7.1 7.3 20.0 -- -- --
DWS Alpha Equity Fund -RP (G) Not Ranked
57.78 3.1 7.1 7.7 17.6 14.4 5.5 13.5
Kotak 50 (G) Rank 4
681.08 3.4 7.0 10.2 12.7 12.9 6.2 15.4
L&T India Large Cap - Direct (G) Not Ranked
2.28 4.3 6.9 9.9 19.9 -- -- --
HDFC Index - Sensex Plus - Direct Not Ranked
7.04 4.1 6.9 8.7 16.5 -- -- --
BNP Paribas Equity Fund (G) Rank 2
166.45 4.0 6.9 6.8 18.9 14.7 9.9 16.3
HDFC Index - Sensex Plus Plan Not Ranked
70.95 4.1 6.8 8.6 16.2 13.0 6.5 17.4
IDFC Equity Fund - Direct (G) Not Ranked
0.70 3.4 6.8 9.1 17.3 -- -- --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.02 3.5 6.8 10.5 17.9 -- -- --
L&T India Large Cap Fund (G) Rank 3
294.45 4.3 6.8 9.5 19.1 12.1 5.7 19.0
DSP-BR Top 100 Equity - IP (G) Not Ranked
87.98 3.1 6.8 9.8 13.8 9.1 6.4 16.6
DSP-BR Top 100 Equity - Direct (G) Not Ranked
44.88 3.1 6.8 9.8 13.8 -- -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
799.09 3.0 6.7 10.0 15.2 -- -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.01 4.7 6.7 9.1 16.2 -- -- --
IDFC Equity Fund - Plan B (G) Not Ranked
0.05 3.4 6.7 8.8 16.7 13.5 6.7 --
IDFC Equity Fund - Plan A (G) Rank 3
289.45 3.4 6.7 8.8 16.7 13.5 6.6 15.5
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.03 4.0 6.7 8.9 19.9 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.77 3.5 6.7 10.3 17.5 8.3 6.0 --
DSP-BR Top 100 Equity - RP (G) Rank 4
2,790.15 3.1 6.6 9.5 13.2 8.5 5.9 16.0
UTI India Lifestyle Fund(G) Rank 1
305.12 4.6 6.6 8.8 15.6 12.7 10.1 19.2
Reliance Focused Large Cap-Dir (G) Not Ranked
4.37 3.9 6.6 15.9 24.0 -- -- --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.24 4.0 6.5 8.6 19.3 14.3 6.2 15.7
Franklin India Bluechip (G) Rank 3
4,158.46 2.9 6.5 9.6 14.3 11.1 6.2 17.9
IDBI India Top 100 Eqty -Direct (G) Not Ranked
1.59 3.2 6.4 9.9 18.0 -- -- --
Reliance Focused Large Cap - RP (G) Rank 3
961.26 3.8 6.4 15.5 23.2 17.1 8.2 11.7
IDBI India Top 100 Equity Fund (G) Not Ranked
57.66 3.1 6.4 9.6 17.5 -- -- --
Reliance Quant Plus - Direct (G) Not Ranked
1.76 3.7 6.4 10.4 17.4 -- -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.39 3.3 6.3 7.9 14.5 -- -- --
Sundaram Select Focus -Direct (G) Not Ranked
1.54 2.2 6.3 10.6 17.4 -- -- --
Reliance Quant Plus - RP (G) Not Ranked
41.65 3.7 6.2 10.0 16.6 11.7 5.2 16.2
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.61 4.0 6.2 9.0 16.6 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
32.43 3.9 6.1 8.9 16.0 11.9 3.1 --
Sundaram Select Focus - IP (G) Not Ranked
18.32 2.0 6.1 10.4 17.1 10.0 4.0 14.6
Sundaram Select Focus - RP (G) Rank 4
446.12 1.9 6.0 10.3 16.8 9.5 3.4 12.9
Indiabulls Blue Chip Fund (G) Not Ranked
5.09 3.2 6.0 7.3 13.3 11.1 -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.03 4.0 5.9 10.9 17.0 -- -- --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.15 4.0 5.8 10.7 16.9 8.7 2.8 --
Edelweiss Equity Enhancer -A (G) Not Ranked
0.14 3.9 5.8 10.6 16.9 8.7 2.8 --
Axis Focused 25 Fund - Direct (G) Not Ranked
0.38 3.4 5.5 6.4 12.3 -- -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
7.50 3.0 5.5 8.0 18.5 -- -- --
Tata Pure Equity Fund (G) Rank 3
620.70 3.0 5.4 7.7 17.8 13.1 8.4 18.3
Sundaram Equity Plus -Direct (G) Not Ranked
5.35 3.0 5.3 5.2 14.5 -- -- --
Axis Focused 25 Fund (G) Not Ranked
116.55 3.4 5.3 6.0 11.0 -- -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.53 2.7 5.1 9.3 18.7 -- -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.13 1.8 5.0 8.7 17.2 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
69.36 2.6 4.9 9.0 18.1 12.6 4.7 14.9
IDFC Imperial Equity - Direct (G) Not Ranked
10.19 2.9 4.9 7.3 14.4 -- -- --
IDFC Imperial Equity - Plan A (G) Rank 4
138.95 2.9 4.9 7.1 13.8 9.4 3.2 12.3
IDFC Imperial Equity - Plan B (G) Not Ranked
6.84 2.9 4.9 7.1 13.8 9.4 3.2 12.3
Religare Invesco Bus-Leaders (G) Not Ranked
23.64 1.7 4.7 8.2 16.3 13.8 6.2 --
Sundaram Equity Plus (G) Not Ranked
89.75 2.3 4.5 4.3 13.4 6.1 -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.40 3.2 4.4 7.7 14.5 -- -- --
Peerless Equity Fund (G) Not Ranked
21.71 3.1 4.1 7.3 13.5 11.7 -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.59 3.7 3.9 7.6 16.8 -- -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
19.51 3.7 3.8 7.4 16.3 14.1 9.3 --
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
1.70 3.7 3.8 7.3 16.3 14.0 9.3 --
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.51 3.7 3.8 7.4 16.3 14.0 8.7 --
Religare Invesco AGILE -Dir (G) Not Ranked
0.04 3.7 1.8 6.3 15.2 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
36.86 3.6 1.6 5.9 14.4 11.0 7.6 12.6
ING Large Cap Equity -Direct (G) Not Ranked
N.A. -- -67.4 -67.0 -65.8 -- -- --
CATEGORY AVERAGE 4.2 7.3 10.4 17.1 6.5 3.1 6.4

Note : Returns have been calculated based on NAV's as on Apr 17, 2014 & Index values as on Apr 17, 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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