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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 01, 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 6.6 27.1 57.8 -- -- -- --
SBI Small & Midcap Fund (G) Not Ranked
48.74 6.5 26.8 57.1 -- -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.02 4.5 16.0 51.4 84.2 -- -- --
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
Escorts Growth Plan (G) Not Ranked
3.72 4.5 15.9 51.0 83.2 34.1 19.6 12.2
Escorts Leading Sectors -Direct (G) Not Ranked
0.07 7.3 20.9 48.3 67.4 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.06 7.3 20.7 47.9 66.7 35.2 22.7 14.1
JM Multi Strategy Fund -Direct (G) Not Ranked
0.13 6.9 12.8 46.2 71.6 -- -- --
JM Core 11 Fund -Direct (G) Not Ranked
0.07 7.0 9.8 45.8 84.1 -- -- --
JM Multi Strategy Fund (G) Rank 3
133.55 6.8 12.6 45.7 70.4 30.4 18.2 7.2
JM Core 11 Fund (G) Not Ranked
36.48 7.0 9.6 45.2 82.6 31.2 18.0 3.7
Franklin (I) Opport. - Direct (G) Not Ranked
2.31 8.4 15.2 44.1 69.9 -- -- --
Franklin India Oppor. (G) Rank 3
284.83 8.3 15.1 43.9 69.3 29.1 18.6 13.2
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 5.5 9.3 43.3 68.5 -- -- --
HDFC Top 200 Fund (G) Rank 3
11,265.42 5.4 9.1 42.9 67.5 30.2 19.8 15.9
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.88 4.6 11.4 40.4 65.1 -- -- --
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
7.13 5.3 11.5 40.4 62.5 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
13.88 5.9 12.2 40.3 65.7 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.48 4.8 13.2 40.1 53.5 -- -- --
Birla SL Long Term Advan. (G) Rank 1
141.34 4.6 11.3 40.0 64.1 31.8 21.0 16.6
ICICI Pru Top 200 Fund (G) Rank 2
520.75 5.2 11.3 39.9 61.6 30.2 21.2 15.7
L&T Equity Fund -Direct (G) Not Ranked
33.51 5.8 10.9 39.7 59.4 -- -- --
BNP Paribas Equity Fund (G) Rank 1
271.84 4.8 13.0 39.6 52.2 30.1 21.6 15.6
Kotak Select Focus - Direct (G) Not Ranked
3.91 7.5 13.2 39.5 61.7 -- -- --
L&T Equity Fund (G) Rank 2
2,089.70 5.7 10.8 39.2 58.5 26.2 18.2 16.5
Birla SL Top 100 - Direct (G) Not Ranked
16.05 4.7 9.4 38.2 62.3 -- -- --
ING Core Equity Fund -Direct (G) Not Ranked
0.92 3.5 9.0 37.8 58.6 -- -- --
Motilal MOSt Shares M50 ETF Not Ranked
33.38 3.1 7.4 37.6 53.9 25.7 18.4 --
Birla Sun Life Top 100 (G) Rank 1
474.81 4.6 9.1 37.6 61.0 31.5 22.4 16.8
Sahara Growth Fund - Direct (G) Not Ranked
0.15 2.9 7.0 37.2 60.2 -- -- --
ING Core Equity Fund (G) Not Ranked
61.15 3.5 8.8 37.1 57.0 25.0 17.6 13.8
Sahara Growth Fund (G) Not Ranked
8.13 2.8 6.9 36.9 59.5 24.4 17.1 11.3
UTI Equity Fund - Direct (G) Not Ranked
55.81 5.9 13.2 36.8 56.9 -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
235.50 4.9 10.2 36.8 57.7 -- -- --
UTI Equity Fund (G) Rank 2
2,848.13 5.8 13.1 36.6 56.5 28.2 21.0 17.0
ICICI Pru Target Returns-Direct (G) Not Ranked
0.17 6.5 12.0 36.2 56.3 -- -- --
Birla SL Frontline Equity (G) Rank 2
4,803.24 4.8 9.9 36.2 56.3 31.1 22.0 16.3
Kotak Opportunities - Direct (G) Not Ranked
4.76 6.8 12.7 36.0 52.7 -- -- --
ICICI Pru Target Returns - RP (G) Not Ranked
62.29 6.5 11.9 35.8 55.3 28.4 20.5 15.0
Kotak Opportunities Fund (G) Rank 3
592.84 6.7 12.5 35.6 51.9 26.7 18.9 13.8
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
28.19 4.0 9.4 35.5 54.5 -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.86 5.1 10.2 35.5 56.1 -- -- --
Can Robeco Equity Div. - Direct (G) Not Ranked
8.42 5.2 9.0 35.4 50.4 -- -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
201.26 6.1 8.5 35.2 50.3 -- -- --
DSP-BR Top 100 Equity - IP (G) Not Ranked
77.11 6.1 8.5 35.2 50.3 24.5 17.6 14.0
Can Robeco Equity Divers (G) Rank 3
656.74 5.2 8.8 35.1 49.7 25.4 18.5 16.1
ICICI Pru Top 100 Fund (G) Rank 2
639.55 3.9 9.2 35.0 53.3 29.2 23.0 16.3
Baroda Pioneer Growth -Direct (G) Not Ranked
22.45 5.3 9.2 35.0 55.6 -- -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
27.04 5.9 14.5 34.9 60.1 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
2.09 5.4 9.2 34.9 53.7 -- -- --
Principal Large Cap - Direct (G) Not Ranked
7.34 4.9 9.5 34.9 57.1 -- -- --
DSP-BR Top 100 Equity - RP (G) Rank 5
2,716.56 6.1 8.4 34.9 49.5 23.8 17.0 13.4
LIC NOMURA Equity Fund (G) Rank 4
300.06 5.1 10.1 34.7 55.1 24.9 17.0 10.8
HDFC Index - Sensex Plus - Direct Not Ranked
11.36 4.9 10.2 34.7 50.9 -- -- --
ING Large Cap Equity Fund (G) Not Ranked
4.18 4.2 9.2 34.6 49.3 22.6 16.2 11.9
L&T India Large Cap - Direct (G) Not Ranked
13.73 5.1 9.8 34.5 50.6 -- -- --
Principal Large Cap Fund (G) Rank 3
296.65 4.9 9.4 34.5 56.3 25.9 18.9 14.5
HDFC Index - Sensex Plus Plan Not Ranked
77.11 4.8 10.1 34.5 50.4 24.8 18.3 14.6
Baroda Pioneer Growth (G) Rank 3
201.34 5.2 9.0 34.4 54.2 25.5 15.2 9.6
SBI Blue Chip Fund (G) Rank 2
903.54 5.8 14.3 34.5 59.1 29.5 22.7 14.2
Quantum Long-Term Equity (G) Rank 1
272.92 4.8 10.6 34.4 57.0 28.4 21.5 18.8
UTI Dividend Yield Fund -Direct (G) Not Ranked
45.03 5.2 10.0 34.4 51.9 -- -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.39 5.9 12.4 34.4 51.5 -- -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
1.81 -- -- -- -- -- -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 5.4 10.9 34.3 53.4 29.8 22.0 18.9
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 5.4 10.9 34.3 53.3 -- -- --
UTI Mastershare - Direct (G) Not Ranked
21.68 4.9 12.0 34.2 51.8 -- -- --
L&T India Large Cap Fund (G) Rank 3
302.66 5.1 9.7 34.1 49.6 24.7 17.1 15.5
UTI Mastershare (G) Rank 3
2,476.73 4.8 11.9 34.0 51.3 24.7 16.7 13.9
SBI Magnum Equity Fund - Direct (G) Not Ranked
61.92 6.6 12.5 33.9 52.3 -- -- --
UTI Dividend Yield Fund (G) Rank 4
2,998.72 5.1 9.8 34.0 51.1 21.4 14.1 15.0
DWS Alpha Equity Fund -WP (G) Not Ranked
0.11 5.8 12.2 33.9 50.4 26.3 17.5 11.9
UTI Opportunities Fund - Direct (G) Not Ranked
189.98 5.2 12.2 33.9 51.7 -- -- --
DWS Alpha Equity Fund -RP (G) Not Ranked
55.67 5.8 12.2 33.9 50.4 26.3 17.5 12.0
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 5.3 10.7 33.8 52.1 28.5 21.0 18.0
JPMorgan India Equity Fund (G) Rank 3
203.37 5.3 8.9 33.7 51.6 25.0 16.7 14.5
Axis Equity Fund - Direct (G) Not Ranked
15.23 4.9 8.2 33.7 49.8 -- -- --
SBI Magnum Equity Fund (G) Rank 5
1,052.27 6.6 12.4 33.6 51.5 25.8 18.1 14.6
UTI Opportunities Fund (G) Rank 3
3,911.39 5.2 12.0 33.3 50.5 25.8 19.3 17.0
Kotak 50 - Direct (G) Not Ranked
5.57 6.5 12.2 33.2 53.6 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.33 6.7 13.4 33.1 52.6 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 5.3 9.7 33.0 54.3 -- -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.12 5.7 14.6 33.0 49.3 -- -- --
Taurus Bonanza Fund (G) Not Ranked
22.68 5.3 9.7 32.9 54.1 22.3 13.1 9.4
Kotak 50 (G) Rank 4
610.98 6.4 12.0 32.8 52.8 24.2 16.8 13.0
Axis Equity Fund (G) Rank 2
796.79 4.8 7.8 32.8 48.2 29.4 20.8 --
IDBI India Top 100 Equity Fund (G) Not Ranked
76.92 6.6 13.2 32.6 51.6 27.4 -- --
HSBC Equity Fund - Direct (G) Not Ranked
73.16 4.3 7.1 32.4 51.3 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.18 5.5 8.8 32.4 43.7 -- -- --
Religare Invesco Bus-Leaders (G) Not Ranked
20.37 5.6 14.3 32.2 47.8 25.5 17.6 13.1
Sundaram Select Focus -Direct (G) Not Ranked
2.26 5.2 8.3 32.1 51.4 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
109.84 5.4 8.6 32.0 42.6 23.5 17.7 --
Franklin (I) Bluechip - Direct (G) Not Ranked
763.27 5.1 9.9 32.0 49.8 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
3.60 5.2 12.9 31.9 49.1 -- -- --
HSBC Equity Fund (G) Rank 3
465.18 4.2 6.9 31.9 50.3 23.1 15.5 11.0
Reliance Quant Plus - Direct (G) Not Ranked
1.89 4.7 10.1 31.9 49.3 -- -- --
UTI Top 100 Fund (G) Rank 3
593.65 5.2 12.9 31.7 48.8 24.1 17.6 12.9
Sundaram Select Focus - IP (G) Not Ranked
12.14 5.2 8.2 31.7 50.9 23.7 15.5 --
UTI Leadership Equity - Direct (G) Not Ranked
0.95 6.1 11.2 31.5 50.9 -- -- --
Franklin India Bluechip (G) Rank 5
4,274.96 5.1 9.7 31.5 48.7 23.0 16.4 14.4
Sundaram Select Focus - RP (G) Rank 4
434.58 5.1 8.0 31.4 50.4 23.2 14.9 9.9
UTI Leadership Equity Fund (G) Rank 3
570.14 6.1 11.1 31.3 50.5 26.7 18.6 12.8
Union KBC Equity Fund - Direct (G) Not Ranked
3.30 2.7 7.1 30.9 51.5 -- -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.71 4.5 11.6 30.7 47.0 -- -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.38 5.1 11.1 30.6 45.8 -- -- --
Union KBC Equity Fund (G) Rank 2
111.69 2.7 7.0 30.6 50.5 25.9 17.8 --
Reliance Focused Large Cap-Dir (G) Not Ranked
8.53 5.5 8.8 30.6 56.7 -- -- --
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.90 4.5 11.4 30.5 46.4 25.9 19.4 14.9
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.56 4.5 11.4 30.5 46.4 25.9 18.8 14.6
Sundaram Growth Fund -Direct (G) Not Ranked
1.51 4.7 9.0 30.4 49.7 -- -- --
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
29.14 4.5 11.5 30.4 46.4 26.0 19.4 14.8
UTI India Lifestyle Fund(G) Rank 3
303.56 5.0 11.0 30.3 45.0 23.7 17.0 16.9
Reliance Focused Large Cap - RP (G) Rank 3
1,028.19 5.5 8.7 30.1 55.6 28.7 20.7 8.9
Reliance Quant Plus - RP (G) Not Ranked
37.46 4.6 9.9 30.0 46.6 24.0 17.2 13.1
Sundaram Growth Fund - RP (G) Rank 4
173.77 4.7 8.8 29.7 48.7 21.4 14.1 9.9
Tata Pure Equity Fund - Direct (G) Not Ranked
12.44 5.3 10.7 29.6 44.5 -- -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 4.1 10.7 29.5 48.3 -- -- --
ING Retireinvest-Sr I (G) Not Ranked
1.43 3.5 11.3 29.4 49.1 21.1 14.3 10.3
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.07 4.7 10.5 29.4 44.0 -- -- --
Edelweiss Equity Enhancer -A (G) Not Ranked
0.16 4.0 10.6 29.3 48.1 17.8 14.3 10.9
Axis Focused 25 Fund - Direct (G) Not Ranked
0.60 5.8 10.3 29.2 44.0 -- -- --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.16 4.0 10.6 29.2 48.1 17.7 14.2 10.8
Tata Pure Equity Fund (G) Rank 4
648.70 5.2 10.6 29.2 43.5 22.9 18.0 14.3
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.22 4.7 10.4 29.1 43.2 25.1 17.5 11.6
Axis Focused 25 Fund (G) Not Ranked
114.09 5.7 10.0 28.4 42.6 23.4 -- --
IDFC Equity Fund - Direct (G) Not Ranked
1.16 5.3 10.3 27.8 45.1 -- -- --
IDFC Imperial Equity - Direct (G) Not Ranked
10.11 5.7 9.4 27.7 44.1 -- -- --
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 5.3 10.1 27.5 44.4 23.9 17.5 12.4
IDFC Equity Fund - Regular Plan (G) Rank 4
293.58 5.3 10.1 27.5 44.4 23.9 17.5 12.3
IDFC Imperial Equity - Plan B (G) Not Ranked
6.04 5.7 9.2 27.4 43.4 20.9 13.0 10.1
IDFC Imperial Equity - Regular (G) Rank 5
125.93 5.7 9.2 27.4 43.4 20.9 13.0 10.1
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.79 6.2 14.8 27.1 49.8 -- -- --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.03 2.7 4.6 26.8 45.8 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
68.14 6.2 14.7 26.8 49.0 24.0 16.8 11.1
Sahara Super 20 Fund (G) Not Ranked
0.73 2.6 4.5 26.6 45.2 20.7 14.0 9.1
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.58 5.4 9.8 25.7 40.3 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.71 5.1 10.7 25.5 37.8 -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
6.46 3.8 16.1 25.1 -- -- -- --
Indiabulls Blue Chip Fund (G) Not Ranked
6.18 5.3 9.6 25.0 38.9 20.4 -- --
Peerless Equity Fund (G) Not Ranked
25.84 5.1 10.3 24.8 36.5 22.4 -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
31.89 3.7 16.0 24.8 -- -- -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.12 3.4 7.0 24.8 38.5 -- -- --
HSBC Dynamic Fund (G) Not Ranked
69.95 3.3 6.8 24.3 37.5 17.0 11.9 9.0
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.55 4.7 5.9 22.0 36.9 -- -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Pramerica Large Cap Equity (G) Not Ranked
43.18 4.6 5.7 21.8 36.1 20.0 11.8 --
Sundaram Equity Plus -Direct (G) Not Ranked
4.67 3.9 7.8 16.5 23.6 -- -- --
UTI Master Plus US - Direct (G) Not Ranked
0.44 -- -- -- -- -- -- --
Sundaram Equity Plus (G) Not Ranked
75.31 3.8 8.0 15.6 22.6 12.2 8.0 --
ICICI Pru Top 200 Fund -Inst -I Not Ranked
2.28 -- -- -- -- -- -- --
UTI Master Plus US (G) Rank 4
1,008.95 -- -- -- -- -- -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 2.9 11.5 10.6 29.7 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
34.74 2.8 11.3 10.0 28.4 16.3 14.2 11.6
ING Large Cap Equity -Direct (G) Not Ranked
0.01 4.2 8.2 -64.2 -60.0 -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 4.9 10.3 31.4 47.7 12.5 8.3 5.6

Note : Returns have been calculated based on NAV's as on Sep 01, 2014 & Index values as on Sep 01, 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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