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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 Oct 29, 2014
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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 -0.4 15.0 49.5 85.0 -- -- --
SBI Small & Midcap Fund (G) Not Ranked
83.42 -0.5 14.6 48.7 83.3 -- -- --
Escorts Growth Plan - Direct (G) Not Ranked
0.14 1.7 8.8 36.3 66.6 -- -- --
Escorts Growth Plan (G) Not Ranked
5.78 1.6 8.7 36.0 65.7 28.5 20.2 12.9
Escorts Leading Sectors -Direct (G) Not Ranked
0.08 1.1 9.8 34.5 58.0 -- -- --
Escorts Leading Sectors (G) Not Ranked
1.45 1.0 9.6 34.1 57.3 28.9 23.2 14.1
Reliance Top 200 - Direct (G) Not Ranked
17.92 3.5 10.4 34.6 55.8 -- -- --
JM Multi Strategy Fund -Direct (G) Not Ranked
0.16 2.2 9.1 35.4 53.6 -- -- --
Franklin (I) Opport. - Direct (G) Not Ranked
3.06 3.7 12.2 35.2 52.5 -- -- --
JM Multi Strategy Fund (G) Rank 3
143.48 2.2 8.9 34.9 52.5 26.6 18.1 7.4
JM Core 11 Fund -Direct (G) Not Ranked
0.08 5.1 8.5 32.2 52.1 -- -- --
Franklin India Oppor. (G) Rank 2
315.07 3.6 12.1 35.0 51.9 28.0 19.1 13.3
JM Core 11 Fund (G) Not Ranked
39.58 5.0 8.3 31.8 50.9 24.5 17.8 4.9
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 2.5 7.1 29.3 49.4 -- -- --
Kotak Select Focus - Direct (G) Not Ranked
7.74 2.6 11.4 34.5 48.7 -- -- --
HDFC Top 200 Fund (G) Rank 4
12,276.81 2.4 6.9 28.9 48.6 26.0 18.8 14.8
L&T Equity Fund -Direct (G) Not Ranked
73.74 2.1 8.0 30.0 45.7 -- -- --
UTI Equity Fund - Direct (G) Not Ranked
103.00 2.2 9.0 31.1 45.0 -- -- --
Birla SL Top 100 - Direct (G) Not Ranked
26.44 2.4 6.7 29.1 45.0 -- -- --
L&T Equity Fund (G) Rank 2
2,255.83 2.1 7.8 29.6 44.8 25.0 17.8 15.7
SBI Blue Chip Fund - Direct (G) Not Ranked
37.82 1.1 8.3 30.4 44.8 -- -- --
UTI Equity Fund (G) Rank 1
3,275.59 2.1 8.9 30.8 44.5 26.2 21.0 16.6
SBI Blue Chip Fund (G) Rank 1
1,032.19 1.1 8.1 30.0 44.0 27.2 22.9 14.3
Birla Sun Life Top 100 (G) Rank 1
691.15 2.3 6.5 28.5 43.8 28.6 22.1 16.6
BNP Paribas Equity Fund -Dir (G) Not Ranked
1.99 1.6 7.9 35.3 43.3 -- -- --
Baroda Pioneer Growth -Direct (G) Not Ranked
25.42 2.8 8.6 29.4 42.5 -- -- --
BNP Paribas Equity Fund (G) Rank 1
372.22 1.5 7.6 34.8 42.1 29.1 21.7 16.1
Principal Large Cap - Direct (G) Not Ranked
8.46 2.0 6.4 26.2 42.0 -- -- --
Kotak Opportunities - Direct (G) Not Ranked
5.89 2.6 10.2 32.0 41.9 -- -- --
ICICI Pru Top 100 Fund - Direct (G) Not Ranked
47.74 2.6 6.6 26.5 41.4 -- -- --
Birla SL Frontline Eqty-Direct (G) Not Ranked
349.18 1.9 6.2 27.2 41.2 -- -- --
Baroda Pioneer Growth (G) Rank 3
227.62 2.8 8.4 28.9 41.2 23.5 15.3 9.6
Principal Large Cap Fund (G) Rank 3
300.51 1.9 6.2 25.8 41.2 23.6 18.6 13.5
ICICI Pru Target Returns-Direct (G) Not Ranked
1.40 3.0 8.2 27.3 41.1 -- -- --
Kotak Opportunities Fund (G) Rank 2
638.18 2.6 10.1 31.6 41.1 25.4 19.3 13.8
Tata Equity Opp. Fund - Direct (G) Not Ranked
4.78 1.1 7.5 28.6 40.7 -- -- --
JPMorgan India Equity - Direct (G) Not Ranked
3.10 1.5 6.8 28.5 40.6 -- -- --
UTI Dividend Yield Fund -Direct (G) Not Ranked
51.79 2.2 7.5 27.3 40.4 -- -- --
ICICI Pru Top 100 Fund (G) Rank 3
1,012.25 2.5 6.4 26.1 40.3 27.2 21.5 15.8
ICICI Pru Target Returns - RP (G) Not Ranked
61.35 2.9 8.1 26.8 40.2 25.9 19.3 14.6
LIC NOMURA Equity Fund -Direct (G) Not Ranked
1.88 2.0 6.1 26.0 40.0 -- -- --
Birla SL Frontline Equity (G) Rank 2
6,054.47 1.8 6.0 26.6 40.0 27.2 21.2 15.5
Tata Equity Opp. Fund (G) Rank 2
494.89 1.1 7.3 28.2 39.8 25.7 20.1 13.8
Reliance Focused Large Cap-Dir (G) Not Ranked
10.47 2.7 5.9 22.5 39.8 -- -- --
UTI Dividend Yield Fund (G) Rank 5
3,126.94 2.2 7.3 26.9 39.6 19.3 13.9 13.7
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 2.7 7.3 27.9 39.5 27.6 20.7 18.3
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 2.7 7.3 27.9 39.5 -- -- --
Sahara Growth Fund - Direct (G) Not Ranked
0.67 1.8 1.3 24.7 39.4 -- -- --
L&T India Large Cap - Direct (G) Not Ranked
16.04 2.0 7.6 28.6 39.3 -- -- --
ICICI Pru Top 100 Fund -Inst -I Not Ranked
0.01 -- -- -- -- -- -- --
BOI AXA Equity Fund - Direct (G) Not Ranked
0.93 1.4 7.6 27.7 39.0 -- -- --
Reliance Focused Large Cap - RP (G) Rank 4
1,087.77 2.7 5.8 22.1 38.9 23.8 20.0 9.0
LIC NOMURA Equity Fund (G) Rank 4
304.48 2.0 5.9 25.1 38.9 22.1 16.0 10.9
UTI Opportunities Fund - Direct (G) Not Ranked
273.51 1.0 7.7 29.3 38.8 -- -- --
BOI AXA Equity Fund-Eco (G) Not Ranked
5.39 1.3 7.5 27.5 38.7 23.7 17.1 11.5
JPMorgan India Equity Fund (G) Rank 3
212.82 1.4 6.5 27.2 38.6 22.9 16.5 14.1
Sahara Growth Fund (G) Not Ranked
6.93 1.7 0.9 24.2 38.5 19.1 15.4 10.1
L&T India Large Cap Fund (G) Rank 3
321.10 1.9 7.4 28.2 38.4 23.8 16.5 15.0
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 2.6 7.1 27.4 38.4 26.4 19.6 17.3
Union KBC Equity Fund - Direct (G) Not Ranked
4.30 2.9 4.2 24.5 38.0 -- -- --
UTI Top 100 Fund - Direct (G) Not Ranked
4.64 1.3 7.2 27.0 37.8 -- -- --
UTI Opportunities Fund (G) Rank 2
4,428.25 1.0 7.5 28.8 37.7 23.1 19.2 16.3
DWS Alpha Equity Fund -Direct (G) Not Ranked
2.14 1.9 7.4 29.1 37.7 -- -- --
BOI AXA Equity Fund -RP (G) Rank 2
196.16 1.3 7.3 27.0 37.7 22.9 16.5 11.0
Sundaram Leadership - RP (G) Not Ranked
109.69 -- -- -- -- -- -- --
UTI Top 100 Fund (G) Rank 3
649.44 1.3 7.2 26.9 37.5 21.3 16.8 12.8
Axis Equity Fund - Direct (G) Not Ranked
26.59 2.3 7.6 25.9 37.4 -- -- --
UTI Mastershare - Direct (G) Not Ranked
27.88 1.8 6.6 27.0 37.2 -- -- --
Union KBC Equity Fund (G) Rank 3
117.29 2.9 4.0 24.1 37.1 22.9 17.0 --
Religare Invesco Bus-Leaders-DP (G) Not Ranked
0.17 0.9 7.0 28.6 37.0 -- -- --
UTI Mastershare (G) Rank 3
2,750.95 1.7 6.5 26.8 36.7 22.3 16.5 13.5
DWS Alpha Equity Fund -RP (G) Not Ranked
63.12 1.9 7.2 28.7 36.7 24.8 17.5 11.5
DWS Alpha Equity Fund -WP (G) Not Ranked
0.12 1.9 7.3 28.6 36.7 24.8 17.5 11.5
Can Robeco Equity Div. - Direct (G) Not Ranked
12.79 1.4 5.5 25.8 36.7 -- -- --
Taurus Bonanza Fund -Direct (G) Not Ranked
0.01 1.8 5.5 24.6 36.4 -- -- --
Edelweiss Eqty Enhancer -Direct (G) Not Ranked
0.02 1.9 6.9 26.1 36.3 -- -- --
SBI Magnum Equity Fund - Direct (G) Not Ranked
72.64 1.9 6.9 25.6 36.3 -- -- --
Kotak 50 - Direct (G) Not Ranked
6.72 2.3 7.9 26.8 36.2 -- -- --
Edelweiss Equity Enhancer -C (G) Not Ranked
N.A. -- -- -- -- -- -- --
Taurus Bonanza Fund (G) Not Ranked
24.82 1.8 5.4 24.5 36.1 17.7 12.6 9.9
Can Robeco Equity Divers (G) Rank 3
722.14 1.4 5.3 25.5 36.0 21.4 18.0 15.6
Edelweiss Equity Enhancer -A (G) Not Ranked
0.20 1.9 6.7 25.8 35.8 19.3 13.5 11.2
Axis Equity Fund (G) Rank 3
1,025.15 2.2 7.2 25.1 35.8 27.2 20.9 --
Edelweiss Equity Enhancer -B (G) Not Ranked
0.18 1.9 6.8 25.9 35.7 19.2 13.5 11.0
SBI Magnum Equity Fund (G) Rank 4
1,120.17 1.9 6.7 25.3 35.6 22.8 17.5 14.0
IDBI India Top 100 Eqty -Direct (G) Not Ranked
2.85 0.9 7.3 26.4 35.6 -- -- --
DSP-BR Top 100 Equity - Direct (G) Not Ranked
348.65 2.2 5.1 26.6 35.5 -- -- --
Religare Invesco Bus-Leaders (G) Not Ranked
21.82 0.7 6.7 27.8 35.5 23.3 16.9 13.0
DSP-BR Top 100 Equity - IP (G) Not Ranked
79.55 2.2 5.1 26.6 35.5 21.7 16.3 13.0
Kotak 50 (G) Rank 4
657.37 2.2 7.7 26.3 35.4 22.9 16.5 12.2
Franklin (I) Bluechip - Direct (G) Not Ranked
728.14 3.4 7.3 26.3 35.1 -- -- --
HDFC Index - Sensex Plus - Direct Not Ranked
22.47 2.0 4.8 25.5 35.0 -- -- --
IDBI India Top 100 Equity Fund (G) Not Ranked
95.32 0.9 7.2 26.0 34.8 23.2 -- --
DSP-BR Top 100 Equity - RP (G) Rank 5
2,874.31 2.1 4.9 26.3 34.8 21.0 15.7 12.4
HDFC Index - Sensex Plus Plan Rank 3
88.95 1.9 4.7 25.3 34.6 21.6 16.7 13.5
Edelweiss EDGE Top 100 -Direct (G) Not Ranked
0.82 0.5 5.8 27.5 34.5 -- -- --
UTI Leadership Equity - Direct (G) Not Ranked
1.94 1.4 6.4 23.8 34.3 -- -- --
Edelweiss E.D.G.E. Top 100 -B (G) Not Ranked
0.98 0.5 5.7 27.3 34.0 23.7 19.1 14.4
Franklin India Bluechip (G) Rank 5
4,591.15 3.3 7.1 25.8 34.0 21.4 15.6 14.1
Edelweiss E.D.G.E. Top 100 -A (G) Not Ranked
40.81 0.4 5.7 27.2 34.0 23.7 19.1 14.3
Edelweiss E.D.G.E. Top 100 -C (G) Not Ranked
0.61 0.4 5.7 27.2 34.0 23.7 18.4 14.0
UTI Leadership Equity Fund (G) Rank 3
1,582.49 1.4 6.3 23.6 33.8 22.8 17.8 12.2
LIC NOMURA Growth Fund -Direct (G) Not Ranked
1.07 0.4 6.9 24.2 33.7 -- -- --
Sundaram Select Focus -Direct (G) Not Ranked
2.85 0.9 4.3 23.8 33.0 -- -- --
LIC NOMURA Growth Fund (G) Not Ranked
73.45 0.3 6.7 23.7 32.9 21.1 15.8 11.1
Sundaram Growth Fund -Direct (G) Not Ranked
1.73 0.9 4.7 22.1 32.8 -- -- --
Sundaram Select Focus - IP (G) Not Ranked
0.17 0.9 4.3 23.6 32.6 20.8 14.3 10.3
Reliance Quant Plus - Direct (G) Not Ranked
2.46 0.8 3.3 23.4 32.6 -- -- --
HSBC Equity Fund - Direct (G) Not Ranked
146.57 1.9 2.4 20.4 32.1 -- -- --
Sundaram Select Focus - RP (G) Rank 4
443.36 0.9 4.2 23.3 32.1 20.3 13.7 9.6
Sundaram Growth Fund - RP (G) Rank 4
178.14 0.8 4.5 21.7 31.8 17.6 13.1 9.6
UTI India Lifestyle Fund -Direct(G) Not Ranked
1.95 0.7 4.6 22.9 31.4 -- -- --
Canara Robeco Large Cap+-Direct (G) Not Ranked
1.37 1.8 5.8 23.5 31.4 -- -- --
Tata Pure Equity Fund - Direct (G) Not Ranked
17.46 0.3 4.8 23.5 31.2 -- -- --
HSBC Equity Fund (G) Rank 5
473.49 1.8 2.2 19.9 31.2 18.7 13.9 10.0
Axis Focused 25 Fund - Direct (G) Not Ranked
0.88 2.1 6.0 24.0 30.7 -- -- --
UTI India Lifestyle Fund(G) Rank 3
317.52 0.7 4.5 22.5 30.7 20.2 16.8 15.4
LIC NOMURA Index Sen Adv-Direct (G) Not Ranked
0.10 0.9 3.8 21.5 30.6 -- -- --
Canara Robeco Large Cap+ (G) Rank 2
120.56 1.7 5.6 22.9 30.5 20.4 17.1 --
Reliance Quant Plus - RP (G) Not Ranked
38.03 0.7 3.2 21.5 30.3 19.8 14.6 12.5
Tata Pure Equity Fund (G) Rank 3
703.16 0.3 4.6 23.1 30.3 20.7 16.8 13.0
LIC NOMURA Index - Sensex Adv (G) Not Ranked
3.56 0.8 3.6 21.2 29.9 21.6 15.9 11.4
IDFC Imperial Equity - Direct (G) Not Ranked
12.56 1.8 5.5 22.6 29.8 -- -- --
Sahara Super 20 Fund -Direct (G) Not Ranked
0.05 1.4 1.3 20.3 29.6 -- -- --
Axis Focused 25 Fund (G) Not Ranked
129.54 2.0 5.7 23.3 29.3 21.0 -- --
IDFC Imperial Equity - Plan B (G) Not Ranked
4.86 1.8 5.4 22.2 29.2 18.1 12.0 9.8
IDFC Imperial Equity - Regular (G) Rank 4
126.41 1.7 5.4 22.2 29.2 18.1 12.0 9.8
IDFC Equity Fund - Direct (G) Not Ranked
1.52 1.6 4.3 20.8 29.1 -- -- --
Sahara Super 20 Fund (G) Not Ranked
0.72 1.4 1.2 20.0 29.1 16.8 11.6 9.1
IDFC Equity Fund - Plan B (G) Not Ranked
0.02 1.6 4.2 20.5 28.4 20.2 15.7 12.1
IDFC Equity Fund - Regular Plan (G) Rank 3
307.03 1.6 4.2 20.5 28.4 20.2 15.6 12.0
HSBC Dynamic Fund - Direct (G) Not Ranked
0.13 1.0 2.7 16.8 26.2 -- -- --
Pramerica Large Cap Equity -Dir (G) Not Ranked
1.74 1.9 5.6 17.2 25.7 -- -- --
HSBC Dynamic Fund (G) Not Ranked
68.40 0.9 2.6 16.4 25.3 13.6 10.6 8.2
Pramerica Large Cap Equity (G) Not Ranked
50.75 1.9 5.4 16.8 25.0 17.4 11.7 --
Peerless Equity Fund - Direct (G) Not Ranked
5.63 0.1 3.9 18.1 24.8 -- -- --
Indiabulls Blue Chip Fund - Dir (G) Not Ranked
1.11 1.5 4.0 17.9 24.6 -- -- --
Peerless Equity Fund (G) Not Ranked
29.46 -0.1 3.5 17.4 23.5 17.5 13.5 --
Indiabulls Blue Chip Fund (G) Not Ranked
7.24 1.5 3.7 17.3 23.3 16.0 -- --
Sundaram Equity Plus -Direct (G) Not Ranked
4.54 0.3 2.2 10.1 14.7 -- -- --
Sundaram Equity Plus (G) Not Ranked
67.52 0.2 2.0 10.1 13.7 9.9 7.2 --
Religare Invesco AGILE -Dir (G) Not Ranked
0.05 3.4 -0.2 6.1 13.2 -- -- --
Religare Invesco AGILE Fund (G) Not Ranked
33.83 3.3 -0.7 5.4 12.0 11.4 10.8 9.5
Motilal MOSt Shares M50 ETF Not Ranked
33.10 -29.4 -30.0 -15.5 -8.3 0.6 2.5 --
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 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-DP (G) Not Ranked
1.55 -- -- -- -- -- -- --
Union KBC Trigger Fund - Sr1-RP (G) Not Ranked
7.62 -- -- -- -- -- -- --
CATEGORY AVERAGE 1.5 5.9 25.2 36.6 11.3 8.2 5.6

Note : Returns have been calculated based on NAV's as on Oct 29, 2014 & Index values as on Oct 30, 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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