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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 19, 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
Escorts Leading Sectors (G) Not Ranked
1.06 5.5 20.4 44.8 65.3 32.8 23.5 13.8
Escorts Growth Plan (G) Not Ranked
3.72 4.1 14.0 48.8 76.5 31.7 20.2 12.0
Birla SL Long Term Advan. (G) Rank 1
141.34 5.9 13.4 39.2 57.2 31.3 21.9 15.8
ICICI Pru Top 100 Fund -Inst -I Not Ranked
1.81 -- -- -- -- -- -- --
Birla Sun Life Top 100 (G) Rank 1
474.81 4.3 8.7 35.0 52.4 29.5 22.6 15.4
BNP Paribas Equity Fund (G) Rank 1
271.84 4.5 12.3 38.5 47.8 29.2 22.5 14.6
Birla SL Frontline Equity (G) Rank 2
4,803.24 4.0 9.6 32.7 47.9 28.9 22.1 14.9
SBI Blue Chip Fund (G) Rank 2
903.54 6.0 13.8 34.5 51.1 28.5 23.4 13.1
Franklin India Oppor. (G) Rank 3
284.83 7.0 16.8 41.6 59.8 28.3 19.5 12.4
ICICI Pru Top 200 Fund (G) Rank 2
520.75 5.3 11.7 36.0 55.2 28.2 21.2 14.5
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 5.1 10.4 31.9 45.2 27.9 21.9 17.5
Axis Equity Fund (G) Rank 2
796.79 6.1 9.5 31.9 43.0 27.9 21.4 --
UTI Equity Fund (G) Rank 2
2,848.13 5.5 13.3 35.3 50.4 27.5 21.5 16.1
JM Multi Strategy Fund (G) Rank 3
133.55 4.9 12.7 42.4 60.4 27.3 18.8 6.1
ICICI Pru Top 100 Fund (G) Rank 2
639.55 4.0 9.0 31.1 46.8 26.9 23.0 15.2
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 5.0 10.2 31.3 44.0 26.7 20.8 16.6
HDFC Top 200 Fund (G) Rank 3
11,265.42 4.0 8.5 37.7 56.7 26.5 19.6 14.6
Reliance Focused Large Cap - RP (G) Rank 3
1,028.19 4.1 8.5 28.1 46.8 26.2 20.7 8.0
Kotak Opportunities Fund (G) Rank 3
592.84 6.7 14.3 35.5 48.7 25.7 19.6 12.8
ICICI Pru Target Returns - RP (G) Not Ranked
62.29 5.4 11.5 30.5 45.9 25.7 20.2 13.8
Quantum Long-Term Equity (G) Rank 1
272.92 3.3 8.1 30.3 48.5 25.6 21.3 17.3
L&T Equity Fund (G) Rank 2
2,089.70 4.8 10.6 36.0 51.4 25.5 18.4 15.2
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
29.14 5.4 12.1 31.5 41.4 25.3 19.9 13.5
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.90 5.4 12.1 31.5 41.3 25.2 19.9 13.6
IDBI India Top 100 Equity Fund (G) Not Ranked
76.92 4.7 13.0 30.6 42.1 25.2 -- --
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.56 5.4 12.1 31.5 41.3 25.2 19.3 13.3
DWS Alpha Equity Fund -WP (G) Not Ranked
0.11 4.7 12.1 32.1 42.9 25.2 18.1 10.5
DWS Alpha Equity Fund -RP (G) Not Ranked
55.67 4.7 12.1 32.0 42.9 25.2 18.0 10.5
SBI Small & Midcap Fund (G) Not Ranked
48.74 14.5 28.3 65.8 -- -- -- --
UTI Opportunities Fund (G) Rank 3
3,911.39 6.0 12.4 33.1 45.8 25.0 20.1 15.4
Principal Large Cap Fund (G) Rank 3
296.65 4.6 10.1 32.1 49.6 24.5 19.5 13.3
UTI Leadership Equity Fund (G) Rank 3
570.14 4.7 11.0 29.2 41.0 24.4 19.0 11.3
JM Core 11 Fund (G) Not Ranked
36.48 2.1 10.1 36.2 59.0 24.4 17.6 2.7
Religare Invesco Bus-Leaders (G) Not Ranked
20.37 5.4 13.0 30.0 41.3 24.4 18.0 12.2
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
L&T India Large Cap Fund (G) Rank 3
302.66 4.7 10.4 32.8 44.7 24.3 17.3 14.5
JPMorgan India Equity Fund (G) Rank 3
203.37 4.7 9.8 31.9 45.5 23.9 17.5 13.2
Union KBC Equity Fund (G) Rank 2
111.69 3.9 7.5 29.0 43.8 23.9 17.9 --
SBI Magnum Equity Fund (G) Rank 5
1,052.27 3.9 10.8 30.2 41.7 23.6 18.3 13.5
UTI Mastershare (G) Rank 3
2,476.73 4.7 11.3 30.9 43.7 23.2 17.1 12.7
UTI Top 100 Fund (G) Rank 3
593.65 5.1 12.8 30.1 43.1 23.2 17.6 11.7
Can Robeco Equity Divers (G) Rank 3
656.74 3.7 9.3 31.7 44.1 23.0 18.6 15.3
LIC NOMURA Equity Fund (G) Rank 4
300.06 4.6 10.4 31.2 46.8 22.9 17.2 9.6
Baroda Pioneer Growth (G) Rank 3
201.34 4.6 9.8 33.1 45.3 22.9 15.6 8.3
ING Core Equity Fund (G) Not Ranked
61.15 3.6 9.4 34.4 49.3 22.9 17.8 12.6
Motilal MOSt Shares M50 ETF Not Ranked
33.38 0.7 5.8 27.8 41.4 22.7 17.5 --
HDFC Index - Sensex Plus Plan Not Ranked
77.11 3.3 9.1 31.0 40.6 22.6 18.2 12.6
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.22 3.5 9.2 26.6 35.5 22.6 17.3 10.1
Kotak 50 (G) Rank 4
610.98 4.6 11.0 30.1 42.0 22.6 17.0 11.5
DSP-BR Top 100 Equity - IP (G) Not Ranked
77.11 3.4 8.7 31.8 43.7 22.5 17.2 12.6
LIC NOMURA Growth Fund (G) Not Ranked
68.14 5.8 13.7 27.9 41.8 22.3 17.2 10.1
UTI India Lifestyle Fund(G) Rank 3
303.56 3.5 9.6 28.4 37.9 22.0 17.6 15.7
Tata Pure Equity Fund (G) Rank 4
648.70 4.3 9.7 27.2 36.9 22.0 18.1 13.1
Sahara Growth Fund (G) Not Ranked
8.13 2.1 5.7 33.7 49.7 21.9 16.8 9.7
DSP-BR Top 100 Equity - RP (G) Rank 5
2,716.56 3.4 8.6 31.5 42.9 21.8 16.6 12.1
Sundaram Select Focus - IP (G) Not Ranked
12.14 3.6 7.7 28.9 41.3 21.8 15.5 --
UTI Master Plus US (G) Rank 4
1,008.95 -- -- -- -- -- -- --
Canara Robeco Large Cap+ (G) Rank 2
109.84 3.5 9.2 28.3 37.1 21.5 17.8 --
Franklin India Bluechip (G) Rank 5
4,274.96 3.9 9.5 28.0 38.2 21.4 16.4 13.5
Sundaram Select Focus - RP (G) Rank 4
434.58 3.5 7.6 28.6 40.8 21.3 14.9 8.3
Axis Focused 25 Fund (G) Not Ranked
114.09 4.6 10.2 28.5 36.9 21.2 -- --
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 2.7 8.1 24.6 33.7 21.1 17.0 10.6
IDFC Equity Fund - Regular Plan (G) Rank 4
293.58 2.7 8.1 24.6 33.7 21.1 17.0 10.5
Peerless Equity Fund (G) Not Ranked
25.84 4.0 10.7 24.5 32.5 21.1 15.4 --
ING Retireinvest-Sr I (G) Not Ranked
1.43 5.3 10.2 28.7 44.0 20.2 15.0 9.6
HSBC Equity Fund (G) Rank 3
465.18 1.5 5.7 27.3 39.6 20.0 15.1 9.7
Reliance Quant Plus - RP (G) Not Ranked
37.46 2.7 7.6 26.4 37.1 20.0 16.7 11.3
UTI Dividend Yield Fund (G) Rank 4
2,998.72 4.9 8.9 31.5 43.2 19.5 14.4 13.3
ING Large Cap Equity Fund (G) Not Ranked
4.18 2.2 7.5 29.7 39.4 19.3 16.0 10.1
Sundaram Growth Fund - RP (G) Rank 4
173.77 3.5 8.4 27.3 40.1 18.8 13.8 8.5
Pramerica Large Cap Equity (G) Not Ranked
43.18 4.8 7.2 21.0 30.2 18.8 12.4 --
IDFC Imperial Equity - Plan B (G) Not Ranked
6.04 3.6 9.3 26.3 35.8 18.7 12.8 8.9
IDFC Imperial Equity - Regular (G) Rank 5
125.93 3.6 9.3 26.3 35.8 18.7 12.8 8.9
Taurus Bonanza Fund (G) Not Ranked
22.68 3.4 8.8 29.8 41.2 18.4 13.1 8.4
Edelweiss Equity Enhancer -A (G) Not Ranked
0.16 5.1 11.0 29.3 42.5 18.3 14.5 9.6
Edelweiss Equity Enhancer -B (G) Not Ranked
0.16 5.0 11.0 29.3 42.5 18.2 14.4 9.4
Sahara Super 20 Fund (G) Not Ranked
0.73 1.5 4.8 23.8 35.4 17.9 13.2 7.9
Indiabulls Blue Chip Fund (G) Not Ranked
6.18 3.8 9.8 22.0 29.0 17.3 -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
34.74 1.0 7.8 12.3 20.5 14.6 13.5 9.4
HSBC Dynamic Fund (G) Not Ranked
69.95 1.8 6.2 21.3 30.3 14.1 11.6 7.9
ICICI Pru Top 200 Fund -Inst -I Not Ranked
2.28 -- -- -- -- -- -- --
Sundaram Equity Plus (G) Not Ranked
75.31 1.6 5.2 14.4 18.5 9.9 7.7 --
Sundaram Growth Fund -Direct (G) Not Ranked
1.51 3.6 8.6 28.0 41.1 -- -- --
Sundaram Select Focus -Direct (G) Not Ranked
2.26 3.6 7.8 29.3 41.7 -- -- --
Sundaram Equity Plus -Direct (G) Not Ranked
4.67 1.7 5.3 15.2 19.5 -- -- --
Sundaram Growth Fund - IP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Axis Focused 25 Fund - Direct (G) Not Ranked
0.60 4.7 10.5 29.3 38.3 -- -- --
Axis Equity Fund - Direct (G) Not Ranked
15.23 6.2 9.8 32.8 44.6 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
61.92 3.9 10.9 30.6 42.5 -- -- --
SBI Blue Chip Fund - Direct (G) Not Ranked
27.04 6.1 14.0 34.9 52.0 -- -- --
SBI Small & Midcap Fund -Direct (G) Not Ranked
4.54 14.6 28.6 66.5 -- -- -- --
ICICI Pru Top 200 Fund - Direct (G) Not Ranked
7.13 5.4 11.9 36.5 56.2 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
16.05 4.4 9.0 35.6 53.6 -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.02 4.1 14.1 49.2 77.4 -- -- --
Escorts Leading Sectors -Direct (G) Not Ranked
0.07 5.5 20.6 45.3 66.0 -- -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
12.44 4.3 9.9 27.7 37.9 -- -- --
L&T India Large Cap - Direct (G) Not Ranked
13.73 4.8 10.5 33.2 45.6 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
3.60 5.1 12.8 30.2 43.4 -- -- --
UTI Opportunities Fund - Direct (G) Not Ranked
189.98 6.1 12.7 33.7 46.9 -- -- --
UTI Mastershare - Direct (G) Not Ranked
21.68 4.7 11.4 31.1 44.2 -- -- --
UTI Master Plus US - Direct (G) Not Ranked
0.44 -- -- -- -- -- -- --
UTI Leadership Equity - Direct (G) Not Ranked
0.95 4.7 11.1 29.4 41.5 -- -- --
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.38 3.5 9.8 28.8 38.7 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
55.81 5.6 13.4 35.5 50.8 -- -- --
L&T Equity Fund -Direct (G) Not Ranked
33.51 4.9 10.8 36.4 52.3 -- -- --
Franklin (I) Opport. - Direct (G) Not Ranked
2.31 7.1 16.9 41.8 60.3 -- -- --
Franklin (I) Bluechip - Direct (G) Not Ranked
763.27 4.0 9.7 28.4 39.3 -- -- --
Can Robeco Equity Div. - Direct (G) Not Ranked
8.42 3.8 9.5 32.0 44.8 -- -- --
Union KBC Equity Fund - Direct (G) Not Ranked
3.30 3.9 7.6 29.4 44.8 -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
31.89 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
6.46 -- -- -- -- -- -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
201.26 3.4 8.7 31.8 43.7 -- -- --
DWS Alpha Equity Fund -Direct (G) Not Ranked
0.39 4.8 12.3 32.5 43.9 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
N.A. 3.4 8.8 29.9 41.4 -- -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
45.03 5.0 9.1 31.9 44.0 -- -- --
Reliance Top 200 - Direct (G) Not Ranked
13.88 6.4 12.5 38.5 60.1 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.18 3.6 9.4 28.7 38.2 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
4.76 6.7 14.5 35.9 49.5 -- -- --
Kotak Select Focus - Direct (G) Not Ranked
3.91 7.0 14.6 38.8 57.2 -- -- --
Kotak 50 - Direct (G) Not Ranked
5.57 4.6 11.2 30.6 42.8 -- -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
22.45 4.7 10.0 33.6 46.6 -- -- --
HSBC Equity Fund - Direct (G) Not Ranked
73.16 1.6 5.9 27.7 40.6 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
2.09 4.8 10.2 33.2 47.6 -- -- --
Birla SL Long Term Adv. -Direct (G) Not Ranked
0.88 6.0 13.6 39.7 58.3 -- -- --
JM Core 11 Fund -Direct (G) Not Ranked
0.07 2.1 10.2 36.7 60.2 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.13 4.9 12.9 42.9 61.5 -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
235.50 4.1 9.8 33.3 49.2 -- -- --
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.33 4.7 13.2 31.0 42.9 -- -- --
LIC NOMURA Equity Fund -Direct (G) Not Ranked
0.86 4.7 10.5 32.0 47.9 -- -- --
LIC NOMURA Growth Fund -Direct (G) Not Ranked
0.79 5.9 13.9 28.3 42.7 -- -- --
Principal Large Cap - Direct (G) Not Ranked
7.34 4.6 10.2 32.5 50.3 -- -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
0.58 3.9 10.2 22.6 30.3 -- -- --
ING Core Equity Fund -Direct (G) Not Ranked
0.92 3.7 9.6 35.1 50.8 -- -- --
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 4.0 8.6 38.1 57.6 -- -- --
HDFC Index - Sensex Plus - Direct Not Ranked
11.36 3.3 9.2 31.2 41.0 -- -- --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.12 5.6 13.3 30.7 42.8 -- -- --
Reliance Focused Large Cap-Dir (G) Not Ranked
8.53 4.1 8.7 28.6 47.8 -- -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 5.1 11.1 29.5 43.2 -- -- --
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.48 4.6 12.5 39.0 49.0 -- -- --
Reliance Quant Plus - Direct (G) Not Ranked
1.89 2.8 7.7 28.3 39.6 -- -- --
Peerless Equity Fund - Direct (G) Not Ranked
5.71 4.1 11.1 25.2 33.8 -- -- --
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.71 5.4 12.1 31.7 41.9 -- -- --
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.07 3.6 9.4 26.9 36.2 -- -- --
Sahara Growth Fund - Direct (G) Not Ranked
0.15 2.2 6.0 34.2 50.4 -- -- --
IDFC Equity Fund - Direct (G) Not Ranked
1.16 2.8 8.2 24.9 34.4 -- -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 5.1 10.5 31.9 45.2 -- -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
28.19 4.1 9.2 31.6 47.9 -- -- --
ICICI Pru Target Returns-Direct (G) Not Ranked
0.17 5.5 11.7 31.0 46.9 -- -- --
IDFC Imperial Equity - Direct (G) Not Ranked
10.11 3.7 9.5 26.6 36.5 -- -- --
HSBC Dynamic Fund - Direct (G) Not Ranked
0.12 1.8 6.4 21.7 31.3 -- -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.55 4.7 7.3 21.3 30.9 -- -- --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.03 1.6 4.9 24.0 35.9 -- -- --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 1.1 8.1 12.9 21.6 -- -- --
ING Large Cap Equity -Direct (G) Not Ranked
0.01 2.3 8.9 8.9 -62.7 -- -- --
CATEGORY AVERAGE 4.3 10.3 30.7 42.1 12.0 8.8 5.3

Note : Returns have been calculated based on NAV's as on Sep 19, 2014 & Index values as on Sep 19, 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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