The Capitalmind Large Cap portfolio has been in horrible shape in the last one year. There are no excuses for it, we've had lousy performance in that portfolio, which has underperformed the index itself. Now you don't walk out of portfolios in a short time - you have to give your picks a year at least to do something of substance. Even then there's a good chance things will recover even further if you hold for longer.
Some stocks have done well, such as a Bata (up 34%), ICICI . . .