CRISIL has released CRISIL Mutual Fund Ranking (CMFR) for the September quarter in which it has listed the top performing large cap funds, large and mid cap funds and multicap funds.
The report shows that Axis Bluechip Fund, BNP Paribas Large Cap Fund and Canara Robeco Bluechip Equity Fund were the top three funds in the large cap category.
Similarly, among large and mid-cap funds, the top three performers were Invesco India Growth Opportunities Fund, Mirae Asset Emerging Bluechip Fund and Edelweiss Large and Mid Cap.
In multicap category, Canara Robeco Equity Diversified, DSP Equity Fund and JM Multicap Fund stole the limelight.
The report has considered performance of open-ended schemes. Here are some key metrics that it has considered to shortlist the top performing funds: mean return and volatility, active return, portfolio concentration analysis and liquidity analysis.
Large Cap
|
Large Cap funds |
Sep - 19 Rank - Reg
|
Sep - 19 Rank - Dir
|
Active Return - Reg |
Active Return - Dir |
Volatility - Reg |
Volatility - Dir |
Industry Concentration |
Company Concentration |
Liquidity |
|
Weightages |
|
|
55% |
25% |
10% |
5% |
5% |
||
|
Axis Bluechip Fund |
1 (1) |
1 (1) |
1 (1) |
1 (1) |
1 (1) |
1 (1) |
4 (4) |
4 (4) |
4 (3) |
|
BNP Paribas Large Cap Fund |
1 (3) |
1 (3) |
1 (3) |
1 (3) |
2 (2) |
2 (2) |
3 (3) |
3 (3) |
3 (3) |
|
Canara Robeco Bluechip Equity Fund |
1 (1) |
1 (1) |
1 (2) |
1 (2) |
3 (2) |
3 (3) |
3 (2) |
3 (3) |
2 (2) |
|
Edelweiss Large Cap Fund |
2 (2) |
2 (2) |
2 (2) |
2 (2) |
2 (2) |
2 (2) |
3 (3) |
1 (1) |
3 (2) |
|
HSBC Large Cap Equity Fund |
2 (3) |
3 (3) |
2 (3) |
2 (3) |
4 (4) |
4 (4) |
4 (5) |
5 (4) |
3 (2) |
|
L&T India Large Cap Fund |
2 (3) |
2 (3) |
2 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
2 (3) |
|
LIC MF Large Cap Fund |
2 (3) |
2 (3) |
2 (3) |
2 (3) |
3 (3) |
3 (3) |
4 (4) |
4 (4) |
2 (2) |
|
Mirae Asset Large Cap Fund |
2 (2) |
2 (2) |
2 (2) |
2 (2) |
3 (4) |
3 (4) |
2 (1) |
1 (1) |
4 (4) |
|
Baroda Large Cap Fund |
3 |
3 |
3 |
4 |
4 |
4 |
2 |
3 |
1 |
|
ICICI Prudential Bluechip Fund |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (2) |
2 (2) |
4 (4) |
|
IDFC Large Cap |
3 (4) |
3 (4) |
3 (4) |
3 (4) |
3 (2) |
3 (2) |
3 (3) |
3 (3) |
3 (3) |
|
Indiabulls Bluechip Fund |
3 (2) |
2 (2) |
3 (2) |
3 (2) |
4 (4) |
4 (4) |
5 (5) |
4 (4) |
1 (1) |
|
Invesco India Largecap Fund |
3 (3) |
3 (3) |
4 (3) |
3 (3) |
1 (3) |
1 (2) |
2 (2) |
5 (5) |
2 (2) |
|
JM Large Cap Fund |
3 (4) |
3 (4) |
5 (5) |
5 (5) |
1 (1) |
1 (1) |
4 (3) |
2 (1) |
3 (3) |
|
Kotak Bluechip Fund |
3 (4) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
|
PGIM India Large Cap Fund |
3 (3) |
3 (3) |
3 (3) |
2 (3) |
2 (1) |
2 (1) |
5 (5) |
5 (5) |
3 (3) |
|
SBI Blue Chip Fund |
3 (3) |
4 (3) |
3 (3) |
3 (3) |
4 (4) |
4 (4) |
2 (2) |
1 (2) |
5 (5) |
|
Tata Large Cap Fund |
3 (2) |
3 (2) |
3 (2) |
3 (2) |
3 (3) |
3 (3) |
4 (4) |
4 (5) |
3 (3) |
|
UTI Mastershare Unit Scheme |
3 (3) |
3 (4) |
3 (4) |
4 (4) |
2 (2) |
2 (2) |
1 (3) |
2 (3) |
4 (4) |
|
DSP Top 100 Equity Fund |
4 (3) |
4 (4) |
3 (3) |
3 (3) |
5 (5) |
5 (5) |
5 (4) |
4 (4) |
3 (3) |
|
Essel Large Cap Equity Fund |
4 (4) |
3 (3) |
4 (4) |
3 (4) |
4 (4) |
4 (4) |
3 (4) |
3 (3) |
2 (1) |
|
HDFC Top 100 Fund |
4 (1) |
4 (1) |
3 (1) |
3 (1) |
5 (5) |
5 (5) |
3 (3) |
3 (3) |
4 (4) |
|
IDBI India Top 100 Equity Fund |
4 (5) |
4 (5) |
4 (4) |
4 (4) |
2 (3) |
2 (3) |
2 (2) |
2 (2) |
3 (3) |
|
Nippon India Large Cap Fund |
4 (2) |
4 (2) |
4 (1) |
4 (1) |
5 (5) |
5 (5) |
1 (1) |
3 (3) |
5 (5) |
|
Aditya Birla Sun Life Frontline Equity Fund |
5 (4) |
5 (4) |
4 (4) |
4 (4) |
3 (3) |
3 (3) |
3 (3) |
2 (2) |
5 (5) |
|
Franklin India Bluechip Fund |
5 (5) |
5 (5) |
5 (5) |
5 (5) |
3 (3) |
3 (3) |
1 (1) |
3 (2) |
3 (4) |
|
Taurus Largecap Equity Fund |
5 (5) |
5 (5) |
5 (5) |
5 (5) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
1 (1) |
