YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : Large Cap
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 21, 2014
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

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 9.1 18.7 47.4 103.4 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
83.42 9.0 18.3 46.6 101.5 -- -- --
Escorts Leading Sectors -Direct (G) Not Ranked
0.08 10.7 11.8 33.9 75.6 -- -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
Escorts Leading Sectors (G) Not Ranked
1.45 10.6 11.6 33.4 74.5 32.4 33.2 14.9
Franklin (I) Opport. - Direct (G) Not Ranked
3.06 7.6 14.2 31.5 66.0 -- -- --
Franklin India Oppor. (G) Rank 2
315.07 7.6 14.1 31.3 65.5 31.0 25.2 13.0
Kotak Select Focus - Direct (G) Not Ranked
7.74 8.7 14.5 29.0 65.8 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
17.92 7.7 13.2 27.6 68.7 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
5.89 8.2 13.3 27.5 58.1 -- -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
1.07 8.6 10.8 27.4 48.8 -- -- --
Kotak Opportunities Fund (G) Rank 2
638.18 8.1 13.2 27.1 57.2 28.6 25.0 13.7
LIC NOMURA Growth Fund (G) Not Ranked
73.45 8.5 10.6 26.9 47.8 24.7 22.7 11.1
SBI Blue Chip Fund - Direct (G) Not Ranked
37.82 6.9 10.8 26.7 57.1 -- -- --
SBI Blue Chip Fund (G) Rank 1
1,032.19 6.9 10.7 26.4 56.2 29.7 28.5 14.1
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.17 6.8 10.8 26.3 50.3 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.16 8.1 11.3 26.0 67.8 -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.14 5.0 7.8 25.9 78.0 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.99 5.4 9.4 25.8 53.8 -- -- --
Escorts Growth Plan (G) Not Ranked
5.78 5.0 7.7 25.6 77.1 29.7 26.5 12.3
Religare Invesco Bus-Leaders (G) Not Ranked
21.82 6.7 10.4 25.6 48.5 26.0 22.8 12.6
UTI Equity Fund - Direct (G) Not Ranked
103.00 7.2 11.0 25.6 57.4 -- -- --
JM Multi Strategy Fund (G) Rank 3
143.48 8.0 11.1 25.5 66.6 29.3 24.6 7.7
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.85 8.1 10.4 25.4 50.2 -- -- --
BNP Paribas Equity Fund (G) Rank 1
372.22 5.3 9.1 25.3 52.5 30.5 26.5 15.6
UTI Equity Fund (G) Rank 1
3,275.59 7.2 10.9 25.4 56.9 29.4 26.5 16.1
IDBI India Top 100 Equity Fund (G) Not Ranked
95.32 8.1 10.2 25.2 49.3 26.6 -- --
UTI Top 100 Fund - Direct (G) Not Ranked
4.64 7.7 10.0 24.8 51.4 -- -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
0.88 9.0 11.6 24.8 45.2 -- -- --
UTI Top 100 Fund (G) Rank 3
649.44 7.7 10.0 24.7 51.0 24.6 22.4 12.2
Kotak 50 - Direct (G) Not Ranked
6.72 7.8 10.8 24.2 50.7 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
73.74 7.6 11.0 24.1 59.5 -- -- --
Axis Focused 25 Fund (G) Not Ranked
129.54 8.8 11.2 24.0 43.5 25.0 -- --
Tata Equity Opp. Fund - Direct (G) Not Ranked
4.78 6.6 9.4 23.9 52.5 -- -- --
UTI Mastershare - Direct (G) Not Ranked
27.88 7.2 9.9 23.8 51.0 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
72.64 8.4 9.8 23.8 51.4 -- -- --
Kotak 50 (G) Rank 4
657.37 7.7 10.6 23.8 49.8 25.7 22.0 12.0
DWS Alpha Equity Fund -Direct (G) Not Ranked
2.14 7.2 10.5 23.8 52.4 -- -- --
L&T Equity Fund (G) Rank 2
2,255.83 7.6 10.8 23.7 58.5 28.4 23.8 15.3
UTI Opportunities Fund - Direct (G) Not Ranked
273.51 5.8 9.4 23.6 51.2 -- -- --
UTI Mastershare (G) Rank 3
2,750.95 7.2 9.7 23.6 50.4 25.7 22.1 13.1
Tata Equity Opp. Fund (G) Rank 2
494.89 6.5 9.3 23.5 51.5 27.7 25.6 13.1
SBI Magnum Equity Fund (G) Rank 4
1,120.17 8.3 9.7 23.5 50.6 25.4 23.5 14.2
DWS Alpha Equity Fund -RP (G) Not Ranked
63.12 7.1 10.3 23.3 51.3 28.3 22.9 11.3
BOI AXA Equity Fund - Direct (G) Not Ranked
0.93 6.6 8.9 23.3 51.3 -- -- --
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 7.2 10.3 23.3 51.3 28.3 22.8 11.2
UTI Opportunities Fund (G) Rank 2
4,428.25 5.7 9.2 23.2 50.1 25.3 23.7 15.6
BOI AXA Equity Fund-Eco (G) Not Ranked
5.39 6.5 8.8 23.1 50.8 26.6 23.2 10.1
BOI AXA Equity Fund -RP (G) Rank 2
196.16 6.5 8.7 22.7 49.8 25.7 22.5 9.7
Birla SL Frontline Eqty-Direct (G) Not Ranked
349.18 8.0 10.7 22.6 55.8 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
3.10 8.7 11.2 22.6 54.9 -- -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.82 6.9 10.2 22.1 47.1 -- -- --
Birla SL Frontline Equity (G) Rank 2
6,054.47 7.9 10.5 22.1 54.5 30.5 27.8 15.4
L&T India Large Cap - Direct (G) Not Ranked
16.04 6.7 10.1 22.0 53.1 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
26.44 7.5 11.1 21.9 58.9 -- -- --
JPMorgan India Equity Fund (G) Rank 3
212.82 8.5 10.9 21.9 52.7 26.5 22.7 13.8
ICICI Pru Target Returns-Direct (G) Not Ranked
1.40 4.5 8.8 21.9 51.1 -- -- --
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.98 6.9 10.1 21.9 46.6 26.8 24.6 14.2
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 6.2 9.9 21.9 51.2 29.5 25.8 17.7
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 6.2 9.9 21.9 51.1 -- -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
40.81 6.9 10.1 21.8 46.5 26.8 24.6 14.1
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.61 6.9 10.1 21.9 46.6 26.8 24.6 13.9
L&T India Large Cap Fund (G) Rank 3
321.10 6.7 9.9 21.7 52.1 26.9 22.4 14.4
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
1.88 7.7 9.3 21.6 51.9 -- -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 6.3 10.9 21.6 47.6 -- -- --
ICICI Pru Target Returns - RP (G) Not Ranked
61.35 4.4 8.6 21.5 50.1 28.3 24.7 13.8
Baroda Pioneer Growth -Direct (G) Not Ranked
25.42 7.4 11.5 21.5 55.1 -- -- --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.18 6.3 10.8 21.4 47.0 23.2 19.7 10.4
Birla Sun Life Top 100 (G) Rank 1
691.15 7.4 10.8 21.4 57.6 31.8 28.5 16.2
UTI Leadership Equity - Direct (G) Not Ranked
1.94 6.6 8.6 21.4 48.7 -- -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 6.1 9.7 21.4 49.9 28.3 24.7 16.7
LIC NOMURA Equity Fund (G) Rank 4
304.48 7.6 9.1 21.3 50.6 25.2 22.7 10.8
Edelweiss Equity Enhancer -A (G) Not Ranked
0.20 6.3 10.8 21.3 47.0 23.3 19.7 10.6
Franklin (I) Bluechip - Direct (G) Not Ranked
728.14 6.2 10.0 21.2 46.1 -- -- --
UTI Leadership Equity Fund (G) Rank 3
1,582.49 6.6 8.5 21.2 48.2 25.9 23.6 11.8
Baroda Pioneer Growth (G) Rank 3
227.62 7.4 11.2 21.0 53.8 26.6 21.6 9.1
JM Core 11 Fund -Direct (G) Not Ranked
0.08 7.7 9.5 20.9 64.1 -- -- --
Franklin India Bluechip (G) Rank 5
4,591.15 6.1 9.8 20.7 44.9 23.6 20.7 13.8
JM Core 11 Fund (G) Not Ranked
39.58 7.6 9.3 20.5 62.8 28.0 25.8 4.9
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
47.74 5.4 8.3 20.0 49.5 -- -- --
Axis Equity Fund - Direct (G) Not Ranked
26.59 7.7 11.2 20.0 50.8 -- -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.95 7.0 7.8 20.0 43.2 -- -- --
Principal Large Cap - Direct (G) Not Ranked
8.46 6.8 8.9 19.9 54.5 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
0.01 7.5 9.0 19.9 49.5 -- -- --
Taurus Bonanza Fund (G) Not Ranked
24.82 7.4 9.0 19.8 49.3 21.0 18.0 9.6
UTI India Lifestyle Fund(G) Rank 3
317.52 6.9 7.6 19.6 42.3 22.6 21.5 15.0
Principal Large Cap Fund (G) Rank 3
300.51 6.8 8.7 19.6 53.7 26.0 24.1 13.3
ICICI Pru Top 100 Fund (G) Rank 3
1,012.25 5.3 8.1 19.6 48.4 29.1 26.1 15.2
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.79 6.1 9.8 19.5 51.4 -- -- --
Axis Equity Fund (G) Rank 3
1,025.15 7.5 10.8 19.3 49.1 30.3 27.2 --
UTI Dividend Yield Fund (G) Rank 5
3,126.94 6.1 9.6 19.1 50.5 22.1 18.9 13.1
Can Robeco Equity Div. - Direct (G) Not Ranked
12.79 6.6 8.4 18.9 49.8 -- -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
17.46 5.9 7.5 18.7 42.8 -- -- --
Can Robeco Equity Divers (G) Rank 3
722.14 6.5 8.2 18.6 49.1 24.5 23.1 15.5
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 7.0 8.5 18.5 60.3 -- -- --
HDFC Index - Sensex Plus - Direct Not Ranked
22.47 5.9 7.0 18.4 47.4 -- -- --
Tata Pure Equity Fund (G) Rank 3
703.16 5.9 7.3 18.4 41.9 23.0 22.0 12.5
HDFC Index - Sensex Plus Plan Rank 3
88.95 5.9 6.9 18.2 46.9 24.6 22.2 12.8
Reliance Focused Large Cap-Dir (G) Not Ranked
10.47 6.5 7.8 18.2 49.3 -- -- --
Sundaram Growth Fund -Direct (G) Not Ranked
1.73 7.0 7.7 18.2 44.4 -- -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 7.0 8.4 18.2 59.4 28.6 25.1 14.4
Union KBC Equity Fund - Direct (G) Not Ranked
4.30 6.5 8.1 18.0 48.1 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.10 5.9 7.1 18.0 41.9 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.37 6.0 7.9 17.8 44.2 -- -- --
Reliance Focused Large Cap - RP (G) Rank 4
1,087.77 6.4 7.7 17.9 48.2 25.6 26.2 8.7
Sundaram Growth Fund - RP (G) Rank 4
178.14 7.0 7.6 17.8 43.4 20.2 18.7 9.1
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.56 5.9 7.0 17.7 41.2 24.2 21.5 10.8
DSP-BR Top 100 Equity - IP (G) Not Ranked
79.55 6.3 6.9 17.6 48.5 23.3 21.7 12.6
DSP-BR Top 100 Equity - Direct (G) Not Ranked
348.65 6.3 6.9 17.6 48.5 -- -- --
IDFC Imperial Equity - Direct (G) Not Ranked
12.56 6.7 8.3 17.6 42.0 -- -- --
Union KBC Equity Fund (G) Rank 3
117.29 6.4 7.9 17.5 47.1 25.3 22.5 --
IDFC Equity Fund - Direct (G) Not Ranked
1.52 6.1 7.2 17.5 41.3 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
120.56 5.9 7.6 17.4 43.1 23.3 21.8 --
DSP-BR Top 100 Equity - RP (G) Rank 5
2,874.31 6.3 6.7 17.3 47.7 22.7 21.1 12.0
Reliance Quant Plus - Direct (G) Not Ranked
2.46 6.5 6.4 17.2 45.4 -- -- --
IDFC Imperial Equity - Regular (G) Rank 4
126.41 6.6 8.1 17.2 41.3 20.7 17.5 9.5
IDFC Imperial Equity - Plan B (G) Not Ranked
4.86 6.6 8.1 17.2 41.3 20.7 17.5 9.5
IDFC Equity Fund - Regular Plan (G) Rank 3
307.03 6.0 7.1 17.2 40.6 22.8 21.4 11.3
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 6.0 7.1 17.2 40.6 22.8 21.4 11.5
Reliance Quant Plus - RP (G) Not Ranked
38.03 6.4 6.2 16.8 42.8 22.8 21.0 12.0
Sundaram Select Focus -Direct (G) Not Ranked
2.85 6.5 6.7 16.8 44.5 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
0.17 6.5 6.7 16.6 44.0 23.0 19.3 9.4
Sundaram Select Focus - RP (G) Rank 4
443.36 6.5 6.6 16.3 43.4 22.6 18.7 8.8
Peerless Equity Fund - Direct (G) Not Ranked
5.63 5.5 5.6 16.4 35.5 -- -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
1.11 6.4 6.9 16.1 36.0 -- -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.74 7.3 9.6 16.1 37.8 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
50.75 7.2 9.5 15.8 37.0 19.9 17.4 --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 6.7 2.7 15.8 24.3 -- -- --
Peerless Equity Fund (G) Not Ranked
29.46 5.4 5.3 15.6 34.0 19.1 18.4 --
Indiabulls Blue Chip Fund (G) Not Ranked
7.24 6.3 6.6 15.5 34.6 18.5 -- --
Religare Invesco AGILE Fund (G) Not Ranked
33.83 6.6 2.3 15.1 23.0 13.8 15.1 8.2
HSBC Equity Fund - Direct (G) Not Ranked
146.57 7.2 5.6 14.6 46.5 -- -- --
HSBC Equity Fund (G) Rank 5
473.49 7.1 5.4 14.2 45.5 22.6 19.4 10.2
HSBC Dynamic Fund - Direct (G) Not Ranked
0.13 4.2 4.6 12.2 36.1 -- -- --
HSBC Dynamic Fund (G) Not Ranked
68.40 4.1 4.4 11.8 35.2 15.6 14.9 7.8
Sahara Growth Fund - Direct (G) Not Ranked
0.67 4.6 3.7 11.1 46.5 -- -- --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.05 5.2 5.0 11.0 39.0 -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.72 5.2 4.9 10.8 38.4 19.0 16.6 8.8
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
Sundaram Equity Plus -Direct (G) Not Ranked
4.54 2.9 2.8 10.6 21.2 -- -- --
Sahara Growth Fund (G) Not Ranked
6.93 4.5 3.3 10.6 45.5 20.7 20.2 9.6
Sundaram Equity Plus (G) Not Ranked
67.52 2.8 2.7 10.6 20.1 10.8 9.5 --
Motilal MOSt Shares M50 ETF Not Ranked
33.10 5.8 1.3 10.0 39.9 21.7 21.5 --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
UTI Master Plus US - Direct (G) Not Ranked
0.05 -- -- -- -- -- -- --
UTI Master Plus US (G) Not Ranked
117.93 -- -- -- -- -- -- --
BOI AXA Equity Fund -IP (G) Not Ranked
0.43 -- -- -- -- -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 6.6 8.8 20.7 49.0 12.8 11.1 5.4

Note : Returns have been calculated based on NAV's as on Nov 21, 2014 & Index values as on Nov 21, 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.

Quick Links (Mouseover on for more information)
Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.