Monday, May 25, 2015

Table - 10 year point to point performance of Large Cap Oriented Funds


 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 2005

The 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
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
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


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