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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 Jul 21, 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 11.3 31.4 52.8 -- -- -- --
SBI Small & Midcap Fund (G) Not Ranked
48.74 11.3 31.2 52.2 -- -- -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.02 6.0 26.5 48.1 60.3 -- -- --
Escorts Growth Plan (G) Not Ranked
3.72 5.9 26.3 47.7 59.4 29.3 11.9 13.6
JM Core 11 Fund -Direct (G) Not Ranked
0.07 5.1 23.9 41.2 52.0 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.13 4.7 23.1 40.7 45.6 -- -- --
JM Core 11 Fund (G) Not Ranked
36.48 5.0 23.7 40.7 50.7 27.3 11.0 4.6
JM Multi Strategy Fund (G) Rank 5
133.55 4.7 22.9 40.3 44.6 28.1 11.7 8.0
Escorts Leading Sectors -Direct (G) Not Ranked
0.07 7.9 23.3 36.0 46.7 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.06 7.9 23.2 35.6 46.1 30.3 14.4 14.3
Sahara Growth Fund - Direct (G) Not Ranked
0.15 2.5 20.9 33.9 48.8 -- -- --
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.88 5.5 20.8 33.6 49.7 -- -- --
Sahara Growth Fund (G) Not Ranked
8.13 2.5 20.8 33.6 48.2 24.5 13.0 12.5
Reliance Top 200 - Direct (G) Not Ranked
13.88 3.4 20.7 33.3 50.0 -- -- --
Birla SL Long Term Advan. (G) Rank 1
141.34 5.5 20.7 33.2 48.7 30.8 15.9 17.3
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 1.4 18.8 33.0 47.6 -- -- --
HDFC Top 200 Fund (G) Rank 3
11,265.42 1.4 18.6 32.6 46.7 26.2 13.5 15.8
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
7.13 3.8 21.0 32.5 45.8 -- -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
1.81 2.2 19.8 32.4 54.2 28.7 19.1 20.2
ICICI Pru Top 200 Fund (G) Rank 3
520.75 3.7 20.8 32.1 44.9 27.9 14.8 15.8
Birla SL Top 100 - Direct (G) Not Ranked
16.05 2.5 19.9 31.4 48.5 -- -- --
Birla Sun Life Top 100 (G) Rank 1
474.81 2.5 19.6 30.9 47.4 30.5 16.9 17.5
Franklin (I) Opport. - Direct (G) Not Ranked
2.31 3.2 17.8 30.8 40.6 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.48 3.4 21.9 30.7 39.1 -- -- --
ING Core Equity Fund -Direct (G) Not Ranked
0.92 3.3 19.0 30.6 42.8 -- -- --
Motilal MOSt Shares M50 ETF Not Ranked
33.38 3.4 18.1 30.6 40.2 25.6 12.7 --
Franklin India Oppor. (G) Rank 3
284.83 3.1 17.8 30.6 40.1 24.9 12.0 12.2
L&T Equity Fund -Direct (G) Not Ranked
33.51 2.6 19.3 30.3 39.9 -- -- --
BNP Paribas Equity Fund (G) Rank 2
271.84 3.4 21.8 30.3 37.9 27.7 17.3 15.6
ING Core Equity Fund (G) Not Ranked
61.15 3.2 18.7 30.0 41.3 23.2 12.2 14.2
L&T Equity Fund (G) Rank 3
2,089.70 2.6 19.1 29.9 39.0 25.0 13.1 16.4
Baroda Pioneer Growth -Direct (G) Not Ranked
22.45 3.5 18.9 29.4 38.5 -- -- --
Principal Large Cap - Direct (G) Not Ranked
7.34 3.7 17.3 29.4 44.5 -- -- --
Quantum Long-Term Equity (G) Rank 1
272.92 0.8 14.6 29.4 41.4 26.3 16.3 19.6
Principal Large Cap Fund (G) Rank 2
296.65 3.7 17.1 29.0 43.8 25.5 13.1 15.4
Kotak Select Focus - Direct (G) Not Ranked
3.91 2.7 18.5 29.0 42.3 -- -- --
Baroda Pioneer Growth (G) Rank 4
201.34 3.5 18.6 28.9 37.3 23.3 9.3 9.8
Birla SL Frontline Eqty-Direct (G) Not Ranked
235.50 3.1 17.7 28.9 41.6 -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.86 3.8 16.6 28.5 38.1 -- -- --
Birla SL Frontline Equity (G) Rank 2
4,803.24 3.0 17.4 28.4 40.4 30.0 16.2 16.9
Union KBC Equity Fund - Direct (G) Not Ranked
3.30 3.5 17.9 28.3 36.6 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
2.09 3.3 18.7 28.2 37.8 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
77.11 3.2 19.1 28.1 34.9 23.7 12.9 14.6
DSP-BR Top 100 Equity - Direct (G) Not Ranked
201.26 3.2 19.1 28.1 34.9 -- -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
28.19 2.4 17.2 28.0 45.4 -- -- --
Union KBC Equity Fund (G) Not Ranked
111.69 3.5 17.8 27.9 35.8 26.1 13.3 --
LIC NOMURA Equity Fund (G) Rank 4
300.06 3.7 16.1 27.8 37.1 23.8 11.3 10.7
DSP-BR Top 100 Equity - RP (G) Rank 5
2,716.56 3.2 18.9 27.8 34.2 23.0 12.3 14.0
SBI Blue Chip Fund - Direct (G) Not Ranked
27.04 4.9 18.7 27.7 39.0 -- -- --
ICICI Pru Top 100 Fund (G) Rank 1
639.55 2.4 17.0 27.5 44.4 27.3 16.7 16.4
SBI Blue Chip Fund (G) Rank 2
903.54 4.9 18.6 27.4 38.3 29.0 17.0 14.1
HSBC Equity Fund - Direct (G) Not Ranked
73.16 2.7 16.8 27.1 37.6 -- -- --
JPMorgan India Equity Fund (G) Rank 3
203.37 3.2 17.9 27.1 35.9 24.3 12.2 14.7
UTI Equity Fund - Direct (G) Not Ranked
55.81 3.5 17.2 27.0 36.3 -- -- --
UTI Equity Fund (G) Rank 2
2,848.13 3.4 17.1 26.8 35.9 25.7 15.3 17.8
Can Robeco Equity Div. - Direct (G) Not Ranked
8.42 3.2 17.4 26.8 36.0 -- -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
45.03 1.7 16.6 26.7 33.6 -- -- --
HSBC Equity Fund (G) Rank 4
465.18 2.7 16.6 26.7 36.6 22.6 10.7 11.3
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 3.2 17.4 26.6 38.7 28.4 16.1 19.0
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 3.2 17.4 26.5 38.5 -- -- --
Can Robeco Equity Divers (G) Rank 3
656.74 3.1 17.2 26.5 35.3 23.0 14.2 17.1
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 3.2 16.5 26.4 33.5 -- -- --
UTI Dividend Yield Fund (G) Rank 5
2,998.72 1.7 16.4 26.3 32.8 19.1 9.9 15.1
UTI Opportunities Fund - Direct (G) Not Ranked
189.98 3.5 16.9 26.3 33.8 -- -- --
Taurus Bonanza Fund (G) Not Ranked
22.68 3.2 16.4 26.3 33.3 19.8 8.4 9.6
ICICI Pru Focused Bluechip Eqty (G) Rank 2
5,578.58 3.2 17.1 26.1 37.5 27.2 15.1 18.0
Kotak Opportunities - Direct (G) Not Ranked
4.76 3.8 17.8 26.0 35.8 -- -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.39 3.9 17.6 26.0 32.9 -- -- --
UTI Mastershare - Direct (G) Not Ranked
21.68 3.3 15.4 25.9 32.7 -- -- --
UTI Opportunities Fund (G) Rank 3
3,911.39 3.4 16.7 25.8 32.8 24.0 15.1 17.0
Kotak Opportunities Fund (G) Rank 3
592.84 3.7 17.6 25.7 35.1 24.3 12.9 13.9
ING Large Cap Equity Fund (G) Not Ranked
4.18 2.4 15.8 25.7 32.2 21.0 10.6 11.9
UTI Mastershare (G) Rank 3
2,476.73 3.3 15.3 25.7 32.3 22.6 11.7 13.7
ING Retireinvest-Sr I (G) Not Ranked
1.43 3.9 15.4 25.7 35.0 21.0 9.8 10.7
L&T India Large Cap - Direct (G) Not Ranked
13.73 2.5 17.4 25.6 36.3 -- -- --
Axis Equity Fund - Direct (G) Not Ranked
15.23 1.6 15.6 25.6 33.6 -- -- --
DWS Alpha Equity Fund -RP (G) Not Ranked
55.67 3.9 17.4 25.5 32.0 24.7 11.9 12.0
DWS Alpha Equity Fund -WP (G) Not Ranked
0.11 3.9 17.4 25.6 32.0 24.7 11.9 12.0
Sundaram Select Focus -Direct (G) Not Ranked
2.26 1.8 16.7 25.2 33.5 -- -- --
L&T India Large Cap Fund (G) Rank 3
302.66 2.5 17.2 25.2 35.4 23.8 12.1 15.8
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
6.46 3.8 16.1 25.1 -- -- -- --
HDFC Index - Sensex Plus - Direct Not Ranked
11.36 2.5 16.6 25.0 30.8 -- -- --
UTI Contra Fund - Direct (G) Not Ranked
0.25 1.3 16.2 25.0 36.4 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
12.14 1.8 16.6 24.9 33.1 22.6 10.7 --
HDFC Index - Sensex Plus Plan Not Ranked
77.11 2.5 16.5 24.8 30.4 23.5 12.5 14.4
Axis Equity Fund (G) Rank 2
796.79 1.6 15.2 24.8 32.3 28.7 15.7 --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
31.89 3.7 16.0 24.8 -- -- -- --
UTI Contra Fund (G) Rank 4
131.93 1.3 16.1 24.7 35.9 20.6 8.2 8.1
Sundaram Select Focus - RP (G) Rank 4
434.58 1.8 16.5 24.7 32.7 22.1 10.1 10.9
SBI Magnum Equity Fund - Direct (G) Not Ranked
61.92 3.4 15.0 24.4 33.4 -- -- --
Sundaram Growth Fund -Direct (G) Not Ranked
1.51 2.6 14.6 24.3 32.6 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
3.60 4.3 15.3 24.1 30.9 -- -- --
SBI Magnum Equity Fund (G) Rank 3
1,052.27 3.3 14.9 24.0 32.7 22.6 12.9 14.4
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.33 4.3 15.7 24.0 32.5 -- -- --
UTI Top 100 Fund (G) Rank 3
593.65 4.3 15.2 23.9 30.6 23.1 12.7 12.9
ICICI Pru Target Returns-Direct (G) Not Ranked
0.17 2.2 14.1 23.8 36.9 -- -- --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.03 2.6 15.6 23.7 36.0 -- -- --
Sundaram Growth Fund - RP (G) Rank 3
173.77 2.5 14.4 23.7 31.8 20.3 8.4 11.0
IDBI India Top 100 Equity Fund (G) Not Ranked
76.92 4.3 15.4 23.5 31.7 24.5 -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 3.8 16.4 23.5 30.2 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.73 2.5 15.5 23.4 35.5 20.0 10.9 --
ICICI Pru Target Returns - RP (G) Not Ranked
62.29 2.2 14.0 23.4 36.2 25.0 13.2 14.1
Reliance Quant Plus - Direct (G) Not Ranked
1.89 2.4 16.0 23.4 34.1 -- -- --
UTI Leadership Equity - Direct (G) Not Ranked
0.95 2.6 13.7 23.4 31.1 -- -- --
Edelweiss Equity Enhancer -A (G) Not Ranked
0.16 3.9 16.3 23.3 30.1 16.2 8.8 --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.16 3.8 16.2 23.3 30.1 16.0 8.7 11.0
Kotak 50 - Direct (G) Not Ranked
5.57 2.5 14.8 23.2 30.2 -- -- --
UTI Leadership Equity Fund (G) Rank 3
570.14 2.6 13.6 23.2 30.6 23.9 12.6 12.3
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.18 2.4 14.2 23.1 29.5 -- -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
0.60 3.2 15.6 23.0 28.6 -- -- --
Kotak 50 (G) Rank 4
610.98 2.5 14.6 22.8 29.5 22.1 11.3 12.8
Canara Robeco Large Cap+ (G) Not Ranked
109.84 2.3 13.9 22.8 28.4 21.2 13.5 --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.71 4.4 17.7 22.6 28.4 -- -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.38 3.2 14.8 22.5 27.2 -- -- --
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.90 4.4 17.6 22.4 27.9 25.3 14.7 15.2
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
29.14 4.4 17.6 22.4 27.9 25.3 14.8 15.1
Axis Focused 25 Fund (G) Not Ranked
114.09 3.1 15.3 22.4 27.3 22.6 -- --
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.56 4.4 17.5 22.4 27.9 25.3 14.2 14.9
UTI India Lifestyle Fund(G) Rank 3
303.56 3.2 14.6 22.2 26.5 22.3 12.9 16.6
Reliance Focused Large Cap-Dir (G) Not Ranked
8.53 1.3 14.3 22.2 40.4 -- -- --
UTI Master Plus US - Direct (G) Not Ranked
0.44 -1.7 12.8 22.1 31.4 -- -- --
UTI Master Plus US (G) Rank 3
1,008.95 -1.7 12.8 22.1 31.3 21.2 12.3 14.6
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.12 3.9 16.0 21.9 30.5 -- -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
763.27 1.4 13.9 21.8 30.4 -- -- --
Reliance Focused Large Cap - RP (G) Rank 2
1,028.19 1.3 14.0 21.7 39.4 27.6 14.1 8.9
Reliance Quant Plus - RP (G) Not Ranked
37.46 2.4 14.5 21.6 31.7 22.4 10.7 13.0
Franklin India Bluechip (G) Rank 4
4,274.96 1.3 13.7 21.4 29.4 20.3 11.4 14.1
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.07 3.2 13.4 21.2 29.1 -- -- --
Religare Invesco Bus-Leaders (G) Not Ranked
20.37 3.8 15.7 21.1 29.2 23.8 11.8 --
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.22 3.1 13.3 20.9 28.4 23.6 11.5 11.4
Tata Pure Equity Fund - Direct (G) Not Ranked
12.44 2.6 14.6 20.8 30.3 -- -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.12 2.9 11.8 20.6 26.1 -- -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.79 5.5 14.3 20.5 32.6 -- -- --
IDFC Equity Fund - Direct (G) Not Ranked
1.16 2.8 12.6 20.4 26.7 -- -- --
Tata Pure Equity Fund (G) Rank 3
648.70 2.5 14.4 20.4 29.4 22.2 13.2 14.5
LIC NOMURA Growth Fund (G) Not Ranked
68.14 5.4 14.1 20.2 31.8 22.3 10.7 10.6
IDFC Equity Fund - Plan A (G) Rank 3
293.58 2.8 12.4 20.1 26.0 22.4 11.5 12.1
HSBC Dynamic Fund (G) Not Ranked
69.95 2.8 11.6 20.2 25.2 16.1 7.3 9.4
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 2.8 12.4 20.2 26.0 22.4 11.5 12.2
IDFC Imperial Equity - Direct (G) Not Ranked
10.11 2.8 14.0 19.9 28.4 -- -- --
IDFC Imperial Equity - Plan B (G) Not Ranked
6.04 2.7 13.8 19.7 27.7 18.8 8.2 10.0
IDFC Imperial Equity - Plan A (G) Rank 4
125.93 2.7 13.8 19.7 27.7 18.8 8.2 10.0
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.58 4.1 11.4 18.3 23.1 -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
6.18 4.0 11.1 17.8 21.9 19.3 -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.71 3.6 12.0 17.3 22.0 -- -- --
ICICI Pru Top 200 Fund -Inst -I Not Ranked
2.28 -- -- -- -- -- -- --
Peerless Equity Fund (G) Not Ranked
25.84 3.4 11.6 16.7 20.8 20.7 -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.55 0.5 8.6 15.2 21.6 -- -- --
Pramerica Large Cap Equity (G) Not Ranked
43.18 0.5 8.5 15.0 21.0 18.4 6.7 --
Sundaram Equity Plus -Direct (G) Not Ranked
4.67 1.3 6.0 11.8 16.2 -- -- --
Sundaram Equity Plus (G) Not Ranked
75.31 1.2 6.2 11.1 15.3 11.1 7.9 --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 4.3 4.1 6.9 16.8 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
34.74 4.2 3.9 6.4 15.9 17.1 10.0 11.8
ING Large Cap Equity -Direct (G) Not Ranked
0.01 3.5 3.5 -66.5 -64.6 -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 3.2 16.1 24.8 32.6 12.0 6.0 5.7

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

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