Below are 2 tables giving the point to
point annualized returns over since 25.5.15. of the large cap oriented funds which were available in May 2005The first table gives the ten year retrun from 25.5.05 to 25.5.15
The second table - Table B gives the returns of funds from 25.5.05 to 30.9.13 - that is just when the upward move started. This has been suggested by @jace48
Of course the only liquid ETF that is comparable is the GS Nifty ETF which is therefore put right on top and which has been around greater 10 years. There are Sensex and Nifty Mutual Funds in the list below. As seen most funds have beaten the Nifty ETF
This is not meant to be a recommendation for any Fund or to
compare schemes, but to show the performance of Large Cap oriented Funds over a
long period - point to point.
All details are from Value Research
Table A
All details are from Value Research
Table A
Nifty Total Retuns index annualised return over 10 years is 16.57%
Large cap / LC Oriented Funds Ten year performance as on 25.5.15
|
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Fund
|
Category
|
Launch
|
Return (%) Annualised
|
Net Assets (Cr)
|
Goldman Sachs Nifty ETS
Fund
|
EQ-LC
|
28-Dec-01
|
16.11
|
747.01
|
Franklin India Prima Plus
Fund
|
EQ-LC&MC
|
29-Sep-94
|
20.87
|
4022.52
|
SBI Magnum Multiplier
Fund
|
EQ-LC&MC
|
28-Feb-93
|
20.83
|
1452.38
|
ICICI Prudential Dynamic
Fund
|
EQ-LC&MC
|
31-Oct-02
|
20.83
|
5726.28
|
Birla Sun Life Frontline
Equity Fund
|
EQ-LC&MC
|
30-Aug-02
|
20.8
|
8732.93
|
HDFC Equity Fund
|
EQ-LC&MC
|
1-Jan-95
|
20.58
|
17808.25
|
HDFC Top 200 Fund
|
EQ-LC
|
3-Sep-96
|
20.13
|
13247.05
|
Franklin India Flexi Cap
Fund
|
EQ-LC&MC
|
2-Mar-05
|
20.01
|
2532.83
|
L&T Equity Fund
|
EQ-LC&MC
|
16-May-05
|
19.92
|
2842.88
|
Reliance NRI Equity Fund
|
EQ-LC&MC
|
15-Nov-04
|
19.14
|
90.56
|
DSP BlackRock Top 100
Equity Fund
|
EQ-LC
|
10-Mar-03
|
19.12
|
3370.75
|
SBI Magnum Equity Fund
|
EQ-LC
|
1-Jan-91
|
19.07
|
1443.9
|
Kotak Opportunities
|
EQ-LC&MC
|
9-Sep-04
|
19.05
|
633.63
|
Franklin India Bluechip
Fund
|
EQ-LC
|
1-Dec-93
|
18.72
|
6138.24
|
DSP BlackRock
Opportunities Fund
|
EQ-LC&MC
|
16-May-00
|
18.52
|
722.39
|
Birla Sun Life Equity
Fund
|
EQ-LC&MC
|
27-Aug-98
|
18.34
|
2019.84
|
ICICI Prudential Top 100
Fund
|
EQ-LC
|
9-Jul-98
|
18.23
|
1757.84
|
ICICI Prudential Top 200
Fund
|
EQ-LC&MC
|
1-Oct-94
|
18.18
|
847.15
|
Kotak 50 Regular Plan
|
EQ-LC
|
29-Dec-98
|
18.1
|
701.65
|
HDFC Capital Builder Fund
|
EQ-LC&MC
|
1-Feb-94
|
18.03
|
892.11
|
HDFC Growth Fund
|
EQ-LC&MC
|
11-Sep-00
|
17.93
|
1172.63
|
Canara Robeco Equity
Diversified Fund
|
EQ-LC&MC
|
16-Sep-03
|
17.92
|
769.07
|
UTI Equity Fund
|
EQ-LC
|
18-May-92
|
17.9
|
4099.52
|
SBI Contra Fund
|
EQ-LC&MC
|
14-Jul-99
|
17.76
|
1987.01
|
Tata Pure Equity Fund -
Plan A
|
EQ-LC
|
7-May-98
|
17.69
|
805.38
|
BNP Paribas Equity Fund
|
EQ-LC&MC
|
23-Sep-04
|
17.42
|
681.75
|
HDFC Index Fund - Sensex
Plus Plan
|
EQ-LC
|
17-Jul-02
|
17.36
|
123.88
|
DWS Alpha Equity Fund
|
EQ-LC
|
21-Jan-03
|
17.31
|
92.49
|
HSBC India Opportunities
Fund
|
EQ-LC&MC
|
24-Feb-04
|
17.24
|
474.08
|
Tata Equity Opportunities
Fund - Plan A
|
EQ-LC&MC
|
29-Mar-03
|
17.12
|
1015.41
|
DWS Investment
Opportunity Fund
|
EQ-LC&MC
|
29-Jan-04
|
16.9
|
116.12
|
Franklin India
Opportunities Fund
|
EQ-LC&MC
|
10-Mar-04
|
16.87
|
380.33
|
Taurus Starshare Fund
|
EQ-LC&MC
|
29-Jan-94
|
16.68
|
197.11
|
ICICI Prudential SPIcE
Fund
|
EQ-LC
|
10-Jan-03
|
16.57
|
4.67
|
Sahara Growth Fund
|
EQ-LC&MC
|
30-Aug-02
|
16.57
|
7.5
|
ICICI Prudential Index
Fund
|
EQ-LC
|
26-Feb-02
|
16.54
|
99.29
|
Franklin India Life Stage
Fund of Funds 20s
|
EQ-LC&MC
|
1-Dec-03
|
16.47
|
13.14
|
Sundaram Select Focus
Fund
|
EQ-LC
|
30-Jul-02
|
16.47
|
383.22
|
Baroda Pioneer Growth
Fund
|
EQ-LC
|
12-Sep-03
|
16.32
|
215.31
|
UTI Mastershare Fund
|
EQ-LC
|
18-Oct-86
|
16.09
|
3022.72
|
Tata Index Nifty Fund -
Plan A
|
EQ-LC
|
25-Feb-03
|
15.59
|
8.67
|
HSBC Equity Fund
|
EQ-LC
|
10-Dec-02
|
15.33
|
646.96
|
Franklin India Index Fund
- NSE Nifty Plan
|
EQ-LC
|
4-Aug-00
|
15.31
|
206.62
|
UTI Nifty Index Fund
|
EQ-LC
|
6-Mar-00
|
15.2
|
235.99
|
ICICI Prudential Advisor
Series - Very Aggressive Plan
|
EQ-LC
|
18-Dec-03
|
14.79
|
4.6
|
Birla Sun Life Index Fund
|
EQ-LC
|
18-Sep-02
|
14.68
|
205.71
|
Tata Index Sensex Fund -
Plan A
|
EQ-LC
|
25-Feb-03
|
14.51
|
5.92
|
Principal Index Fund -
Nifty
|
EQ-LC
|
27-Jul-99
|
14.42
|
18.61
|
SBI Nifty Index Fund
|
EQ-LC
|
4-Feb-02
|
14.3
|
87.89
|
HDFC Index Fund - Sensex
Plan
|
EQ-LC
|
17-Jul-02
|
14.28
|
81.91
|
Sundaram Growth Fund -
Regular Plan
|
EQ-LC&MC
|
24-Apr-97
|
13.91
|
251.78
|
HDFC Index Fund - Nifty
Plan
|
EQ-LC
|
17-Jul-02
|
13.88
|
102.37
|
LIC Nomura MF
Index-Sensex Plan
|
EQ-LC
|
28-Nov-02
|
13.46
|
10.67
|
HDFC Large Cap Fund -
Regular Plan
|
EQ-LC
|
18-Feb-94
|
13.29
|
1218.26
|
Taurus Bonanza Fund
|
EQ-LC&MC
|
28-Feb-95
|
13.21
|
23.24
|
LIC Nomura MF Growth Fund
|
EQ-LC
|
31-Aug-94
|
12.91
|
96.06
|
LIC Nomura MF Equity Fund
|
EQ-LC
|
15-Apr-93
|
12.35
|
353.53
|
LIC Nomura MF Index-Nifty
Plan
|
EQ-LC
|
28-Nov-02
|
12
|
12.68
|
LIC Nomura MF
Index-Sensex Advantage Plan
|
EQ-LC
|
28-Nov-02
|
11.8
|
3.79
|
JM Equity Fund
|
EQ-LC
|
1-Apr-95
|
11.02
|
30.96
|
Table B
Returns from 25.5.05 to 30.9.13 - just when the uptrend started
Nifty Total Returns index over this period 14.63%
Fund
|
Category
|
Annualised. Return (%)
|
Goldman Sachs Nifty ETS
Fund
|
EQ-LC
|
14.14
|
ICICI Prudential Dynamic
Fund
|
EQ-LC&MC
|
18.4
|
Birla Sun Life Frontline
Equity Fund
|
EQ-LC&MC
|
17.81
|
DSP BlackRock Top 100
Equity Fund -
|
EQ-LC
|
17.1
|
HDFC Top 200 Fund
|
EQ-LC
|
17
|
HDFC Equity Fund
|
EQ-LC&MC
|
16.48
|
Franklin India Prima Plus
Fund
|
EQ-LC&MC
|
16.42
|
Reliance NRI Equity Fund
|
EQ-LC&MC
|
16.38
|
SBI Magnum Multiplier
Fund
|
EQ-LC&MC
|
16.34
|
SBI Magnum Equity Fund
|
EQ-LC
|
16.27
|
L&T Equity Fund
|
EQ-LC&MC
|
16.17
|
Franklin India Bluechip
Fund
|
EQ-LC
|
16.06
|
ICICI Prudential Top 100
Fund -
|
EQ-LC
|
15.64
|
Tata Pure Equity Fund -
Plan A
|
EQ-LC
|
15.48
|
Kotak Opportunities
|
EQ-LC&MC
|
15.38
|
HDFC Index Fund - Sensex
Plus Plan
|
EQ-LC
|
15.25
|
Canara Robeco Equity
Diversified Fund -
|
EQ-LC&MC
|
15.18
|
Franklin India Flexi Cap
Fund
|
EQ-LC&MC
|
15.14
|
HDFC Growth Fund
|
EQ-LC&MC
|
15.11
|
DSP BlackRock
Opportunities Fund
|
EQ-LC&MC
|
15.1
|
ICICI Prudential SPIcE
Fund
|
EQ-LC
|
14.9
|
Kotak 50
|
EQ-LC
|
14.71
|
ICICI Prudential Index
Fund -
|
EQ-LC
|
14.57
|
Sahara Growth Fund
|
EQ-LC&MC
|
14.47
|
UTI Equity Fund
|
EQ-LC
|
14.37
|
SBI Contra Fund
|
EQ-LC&MC
|
14.22
|
Sundaram Select Focus
Fund -
|
EQ-LC
|
14.18
|
DWS Alpha Equity Fund
|
EQ-LC
|
14.05
|
ICICI Prudential Top 200
Fund -
|
EQ-LC&MC
|
14.01
|
DWS Investment
Opportunity Fund
|
EQ-LC&MC
|
13.97
|
BNP Paribas Equity Fund
|
EQ-LC&MC
|
13.83
|
HDFC Capital Builder Fund
|
EQ-LC&MC
|
13.71
|
Tata Index Nifty Fund -
Plan A
|
EQ-LC
|
13.69
|
Franklin India Life Stage
Fund of Funds 20s
|
EQ-LC&MC
|
13.51
|
ICICI Prudential Advisor
Series - Very Aggressive Plan -
|
EQ-LC
|
13.49
|
Tata Equity Opportunities
Fund - Plan A
|
EQ-LC&MC
|
13.39
|
Taurus Starshare Fund
|
EQ-LC&MC
|
13.36
|
Franklin India Index Fund
- NSE Nifty Plan
|
EQ-LC
|
13.28
|
Birla Sun Life Equity
Fund
|
EQ-LC&MC
|
13.25
|
UTI Nifty Index Fund
|
EQ-LC
|
13.01
|
HSBC Equity Fund
|
EQ-LC
|
12.8
|
Tata Index Sensex Fund -
Plan A
|
EQ-LC
|
12.72
|
UTI Mastershare Fund
|
EQ-LC
|
12.66
|
Baroda Pioneer Growth
Fund
|
EQ-LC
|
12.53
|
Birla Sun Life Index Fund
|
EQ-LC
|
12.51
|
Principal Index Fund -
Nifty
|
EQ-LC
|
12.23
|
HDFC Index Fund - Sensex
Plan
|
EQ-LC
|
12.22
|
SBI Nifty Index Fund
|
EQ-LC
|
12.21
|
HSBC India Opportunities
Fund
|
EQ-LC&MC
|
12.13
|
Sundaram Growth Fund
-
|
EQ-LC&MC
|
11.67
|
Franklin India
Opportunities Fund
|
EQ-LC&MC
|
11.56
|
LIC Nomura MF
Index-Sensex Plan
|
EQ-LC
|
11.46
|
HDFC Index Fund - Nifty
Plan
|
EQ-LC
|
11.42
|
HDFC Large Cap Fund
-
|
EQ-LC
|
11.29
|
LIC Nomura MF Index-Nifty
Plan
|
EQ-LC
|
9.43
|
Taurus Bonanza Fund
|
EQ-LC&MC
|
9.29
|
LIC Nomura MF Growth Fund
|
EQ-LC
|
9.19
|
LIC Nomura MF
Index-Sensex Advantage Plan
|
EQ-LC
|
9.05
|
LIC Nomura MF Equity Fund
|
EQ-LC
|
8.46
|
JM Equity Fund
|
EQ-LC
|
6.44
|
