CRISIL Mutual Fund Ranking List : Quarter Ended March 2013 |
|
 |
|
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Mean Return |
Volatility |
Industry Concentration |
Company Concentration |
Liquidity |
|
Weightages |
|
50% |
25% |
10% |
5% |
10% |
BNP Paribas Equity Fund  |
1 |
2 |
1 |
1 |
3 |
2 |
|
Quantum Long-Term Equity Fund |
1 |
1 |
2 |
1 |
3 |
3 |
|
UTI India Lifestyle Fund |
1 |
1 |
1 |
3 |
1 |
3 |
|
UTI Opportunities Fund |
1 |
1 |
1 |
3 |
2 |
5 |
| |
|
|
|
|
|
|
|
Axis Equity Fund |
2 |
2 |
3 |
3 |
3 |
4 |
|
Birla Sun Life Frontline Equity Fund |
2 |
2 |
3 |
1 |
1 |
4 |
|
Birla Sun Life Top 100 Fund |
2 |
2 |
3 |
2 |
1 |
2 |
|
ICICI Prudential Focused Bluechip Equity Fund |
2 |
1 |
3 |
3 |
4 |
4 |
|
SBI Blue Chip Fund |
2 |
2 |
3 |
2 |
2 |
3 |
|
SBI Magnum Equity Fund |
2 |
2 |
3 |
5 |
5 |
3 |
|
UTI Equity Fund |
2 |
2 |
2 |
2 |
1 |
4 |
| |
|
|
|
|
|
|
|
DSP BlackRock Top 100 Equity Fund |
3 |
3 |
3 |
3 |
4 |
4 |
|
Franklin India Bluechip Fund |
3 |
3 |
2 |
1 |
3 |
5 |
|
HDFC Top 200 Fund |
3 |
3 |
5 |
4 |
2 |
5 |
|
ICICI Prudential Target Returns Fund |
3 |
3 |
5 |
3 |
4 |
1 |
|
ICICI Prudential Top 100 Fund |
3 |
3 |
4 |
5 |
5 |
3 |
|
IDFC Equity Fund |
3 |
3 |
5 |
4 |
5 |
2 |
|
JPMorgan India Equity Fund |
3 |
3 |
3 |
5 |
3 |
2 |
|
Kotak 50 |
3 |
3 |
2 |
4 |
4 |
3 |
|
L&T India Large Cap Fund |
3 |
4 |
2 |
4 |
3 |
2 |
|
Tata Pure Equity Fund |
3 |
3 |
2 |
4 |
4 |
3 |
|
UTI Leadership Equity Fund |
3 |
3 |
4 |
4 |
3 |
2 |
|
UTI Master Plus Unit Scheme |
3 |
3 |
4 |
3 |
3 |
3 |
|
UTI Mastershare Unit Scheme |
3 |
3 |
2 |
2 |
3 |
5 |
| |
|
|
|
|
|
|
|
HSBC Dynamic Fund |
4 |
4 |
3 |
3 |
2 |
1 |
|
HSBC Equity Fund |
4 |
4 |
3 |
3 |
3 |
3 |
|
ICICI Prudential Top 200 Fund |
4 |
4 |
4 |
2 |
3 |
4 |
|
IDFC Imperial Equity Fund |
4 |
4 |
3 |
5 |
5 |
1 |
|
L&T Equity Fund |
4 |
4 |
1 |
3 |
2 |
4 |
|
Principal Large Cap Fund |
4 |
4 |
3 |
2 |
4 |
2 |
|
UTI Top 100 Fund |
4 |
3 |
3 |
4 |
3 |
3 |
| |
|
|
|
|
|
|
|
BARODA PIONEER Growth Fund |
5 |
5 |
4 |
3 |
2 |
1 |
|
Reliance Equity Fund |
5 |
5 |
4 |
3 |
3 |
3 |
|
Sundaram Select Focus |
5 |
5 |
4 |
3 |
2 |
3 |
|
UTI Contra Fund |
5 |
5 |
5 |
2 |
4 |
3 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Mean Return |
Volatility |
Industry Concentration |
Company Concentration |
Liquidity |
|
Weightages |
|
50% |
25% |
10% |
5% |
10% |
|
Birla Sun Life India GenNext Fund |
1 |
1 |
2 |
3 |
1 |
4 |
|
Mirae Asset India Opportunities Fund |
1 |
1 |
3 |
2 |
3 |
2 |
|
Reliance Equity Opportunities Fund |
1 |
1 |
3 |
2 |
2 |
5 |
|
Tata Ethical Fund |
1 |
2 |
1 |
3 |
4 |
2 |
|
UTI MNC Fund |
1 |
1 |
1 |
3 |
4 |
3 |
| |
|
|
|
|
|
|
|
Birla Sun Life Long Term Advantage Fund |
2 |
3 |
3 |
3 |
1 |
1 |
|
Canara Robeco Equity Diversified |
2 |
2 |
1 |
3 |
3 |
3 |
|
Franklin India High Growth Companies Fund |
2 |
2 |
3 |
1 |
3 |
4 |
|
Franklin India Prima Plus |
2 |
2 |
2 |
1 |
3 |
3 |
|
ICICI Prudential Dynamic Plan |
2 |
2 |
2 |
2 |
3 |
4 |
|
ICICI Prudential Services Industries Fund |
2 |
1 |
4 |
5 |
5 |
3 |
|
Kotak Select Focus Fund |
2 |
3 |
3 |
4 |
2 |
2 |
|
L&T India Special Situations Fund |
2 |
2 |
2 |
3 |
2 |
3 |
|
Reliance Top 200 Fund |
2 |
2 |
4 |
3 |
3 |
3 |
|
Tata Dividend Yield Fund |
2 |
2 |
1 |
3 |
3 |
3 |
| |
|
|
|
|
|
|
|
DSP BlackRock Equity Fund |
3 |
3 |
3 |
3 |
2 |
4 |
|
DSP BlackRock Opportunities Fund |
3 |
3 |
3 |
4 |
1 |
3 |
|
Franklin India Flexi Cap Fund |
3 |
3 |
3 |
1 |
4 |
4 |
|
HDFC Capital Builder Fund |
3 |
3 |
2 |
3 |
4 |
3 |
|
HDFC Equity Fund |
3 |
3 |
4 |
3 |
3 |
5 |
|
HDFC Focused Large-Cap Fund |
3 |
3 |
3 |
4 |
5 |
2 |
|
HDFC Growth Fund |
3 |
2 |
3 |
2 |
4 |
4 |
|
HSBC India Opportunities Fund |
3 |
3 |
2 |
4 |
3 |
2 |
|
IDFC Classic Equity Fund |
3 |
3 |
3 |
3 |
3 |
1 |
|
Kotak Opportunities |
3 |
3 |
3 |
4 |
3 |
2 |
|
Morgan Stanley A.C.E. Fund |
3 |
3 |
3 |
3 |
3 |
3 |
|
Morgan Stanley Growth Fund |
3 |
3 |
3 |
2 |
3 |
3 |
|
PineBridge India Equity Fund |
3 |
4 |
1 |
1 |
3 |
3 |
|
Principal Dividend Yield Fund |
3 |
3 |
3 |
3 |
1 |
3 |
|
Principal Growth Fund |
3 |
3 |
4 |
2 |
2 |
3 |
|
SBI Contra Fund |
3 |
3 |
2 |
3 |
3 |
5 |
|
SBI Magnum Multiplier Plus Scheme 1993 |
3 |
3 |
3 |
2 |
3 |
4 |
|
Tata Equity Opportunities Fund |
3 |
3 |
2 |
3 |
4 |
3 |
|
Taurus Starshare |
3 |
3 |
4 |
4 |
3 |
1 |
|
UTI Dividend Yield Fund |
3 |
3 |
2 |
4 |
3 |
4 |
|
UTI-Services Industries Fund |
3 |
2 |
5 |
5 |
5 |
2 |
| |
|
|
|
|
|
|
|
Birla Sun Life Advantage Fund |
4 |
4 |
5 |
3 |
2 |
3 |
|
Birla Sun Life Equity Fund |
4 |
4 |
3 |
2 |
1 |
3 |
|
DWS Investment Opportunity Fund |
4 |
4 |
3 |
3 |
4 |
1 |
|
Franklin India Opportunities Fund |
4 |
4 |
4 |
1 |
3 |
2 |
|
Reliance Growth Fund |
4 |
4 |
4 |
2 |
3 |
5 |
|
Reliance Regular Savings Fund - Equity |
4 |
3 |
5 |
3 |
2 |
4 |
|
SBI Magnum MultiCap Fund |
4 |
4 |
3 |
3 |
2 |
3 |
|
Sundaram Growth Fund |
4 |
4 |
4 |
4 |
2 |
1 |
|
Tata Equity PE Fund |
4 |
4 |
3 |
3 |
3 |
3 |
|
Templeton India Growth Fund |
4 |
4 |
4 |
5 |
5 |
4 |
| |
|
|
|
|
|
|
|
Birla Sun Life Special Situations Fund |
5 |
5 |
4 |
2 |
2 |
2 |
|
HDFC Core and Satellite Fund |
5 |
5 |
3 |
4 |
4 |
3 |
|
HDFC Premier MultiCap Fund |
5 |
5 |
2 |
4 |
4 |
3 |
|
JM Multi Strategy Fund |
5 |
5 |
5 |
5 |
5 |
2 |
|
Reliance Vision Fund |
5 |
5 |
5 |
5 |
4 |
5 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Mean Return |
Volatility |
Industry Concentration |
Company Concentration |
Liquidity |
|
Weightages |
|
50% |
25% |
10% |
5% |
10% |
|
Birla Sun Life MNC Fund |
1 |
1 |
1 |
5 |
5 |
3 |
|
SBI Emerging Businesses Fund |
1 |
1 |
4 |
3 |
5 |
5 |
|
SBI Magnum Global Fund |
1 |
2 |
1 |
2 |
3 |
3 |
| |
|
|
|
|
|
|
|
Franklin India Prima Fund |
2 |
2 |
2 |
3 |
3 |
3 |
|
HDFC Mid-Cap Opportunities Fund |
2 |
2 |
2 |
3 |
1 |
5 |
|
ICICI Prudential Discovery Fund |
2 |
2 |
3 |
1 |
1 |
3 |
|
IDFC Premier Equity Fund |
2 |
1 |
2 |
5 |
3 |
4 |
|
JPMorgan India Smaller Companies Fund |
2 |
3 |
2 |
5 |
3 |
1 |
| |
|
|
|
|
|
|
|
Birla Sun Life Dividend Yield Plus |
3 |
3 |
1 |
4 |
1 |
2 |
|
DSP BlackRock Small and Midcap Fund |
3 |
3 |
4 |
2 |
3 |
3 |
|
Franklin India Smaller Companies Fund |
3 |
2 |
3 |
2 |
4 |
2 |
|
IDFC Sterling Equity Fund |
3 |
3 |
3 |
4 |
4 |
4 |
|
Kotak Midcap |
3 |
3 |
4 |
3 |
2 |
2 |
|
Principal Emerging Bluechip Fund |
3 |
3 |
4 |
3 |
2 |
1 |
|
SBI Magnum Midcap Fund |
3 |
3 |
3 |
2 |
4 |
3 |
|
Sundaram Rural India Fund |
3 |
3 |
5 |
4 |
3 |
1 |
|
Sundaram Select Midcap |
3 |
3 |
3 |
3 |
3 |
4 |
|
Tata Mid Cap Growth Fund |
3 |
3 |
2 |
3 |
3 |
2 |
|
UTI Thematic - Mid Cap Fund |
3 |
3 |
3 |
1 |
2 |
2 |
| |
|
|
|
|
|
|
|
Birla Sun Life Midcap Fund |
4 |
4 |
3 |
3 |
2 |
4 |
|
Birla Sun Life Small & Midcap Fund |
4 |
4 |
3 |
3 |
3 |
3 |
|
DSP BlackRock Micro Cap Fund |
4 |
4 |
4 |
2 |
3 |
4 |
|
Reliance Long Term Equity Fund |
4 |
4 |
3 |
1 |
3 |
5 |
|
UTI Master Value Fund |
4 |
4 |
3 |
3 |
2 |
3 |
| |
|
|
|
|
|
|
|
ICICI Prudential MidCap Fund |
5 |
5 |
3 |
4 |
4 |
3 |
|
Sundaram Equity Multiplier Fund |
5 |
5 |
5 |
4 |
5 |
3 |
|
Sundaram S M I L E Fund |
5 |
5 |
5 |
3 |
4 |
3 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Mean Return |
Volatility |
Industry Concentration |
Company Concentration |
Liquidity |
|
Weightages |
|
50% |
25% |
10% |
5% |
10% |
|
DSP BlackRock India T.I.G.E.R. Fund |
1 |
1 |
3 |
3 |
1 |
3 |
| |
|
|
|
|
|
|
|
Birla Sun Life Infrastructure Fund |
2 |
2 |
3 |
3 |
2 |
4 |
|
ICICI Prudential Infrastructure Fund |
2 |
2 |
3 |
2 |
3 |
3 |
|
Sundaram Select Thematic Funds Energy Opportunities |
2 |
3 |
2 |
5 |
3 |
2 |
| |
|
|
|
|
|
|
|
HDFC Infrastructure Fund |
3 |
2 |
4 |
4 |
5 |
3 |
|
HSBC Progressive Themes Fund |
3 |
3 |
5 |
2 |
3 |
3 |
|
JM Basic Fund |
3 |
3 |
4 |
4 |
4 |
1 |
|
Tata Infrastructure Fund |
3 |
3 |
2 |
3 |
4 |
3 |
|
UTI Infrastructure Fund |
3 |
3 |
3 |
3 |
3 |
2 |
| |
|
|
|
|
|
|
|
Reliance Diversified Power Sector Fund |
4 |
4 |
3 |
3 |
3 |
4 |
|
SBI Infrastructure Fund |
4 |
4 |
2 |
1 |
4 |
4 |
|
Sundaram CAPEX Opportunities Fund |
4 |
4 |
1 |
4 |
2 |
2 |
| |
|
|
|
|
|
|
|
Reliance Infrastructure Fund |
5 |
5 |
4 |
2 |
2 |
5 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Mean Return |
Volatility |
CRISIL Rank Performance |
|
Weightages |
|
35% |
15% |
50% |
|
Birla Sun Life India GenNext Fund |
1 |
1 |
2 |
2 |
|
ICICI Prudential Discovery Fund |
1 |
1 |
2 |
2 |
|
IDFC Premier Equity Fund |
1 |
1 |
1 |
1 |
|
L&T Equity Fund |
1 |
3 |
2 |
1 |
|
Reliance Equity Opportunities Fund |
1 |
1 |
3 |
1 |
|
SBI Emerging Businesses Fund |
1 |
1 |
3 |
2 |
|
UTI Dividend Yield Fund |
1 |
2 |
1 |
1 |
|
UTI Equity Fund |
1 |
2 |
1 |
1 |
|
UTI Opportunities Fund |
1 |
2 |
2 |
1 |
| |
|
|
|
|
|
Birla Sun Life Dividend Yield Plus |
2 |
1 |
1 |
2 |
|
Birla Sun Life Frontline Equity Fund |
2 |
2 |
3 |
1 |
|
Birla Sun Life Top 100 Fund |
2 |
2 |
3 |
2 |
|
Canara Robeco Equity Diversified |
2 |
2 |
2 |
2 |
|
DSP BlackRock Equity Fund |
2 |
3 |
2 |
2 |
|
DSP BlackRock Top 100 Equity Fund |
2 |
3 |
3 |
2 |
|
Franklin India Bluechip Fund |
2 |
2 |
3 |
1 |
|
HDFC Capital Builder Fund |
2 |
2 |
1 |
2 |
|
HDFC Equity Fund |
2 |
2 |
4 |
2 |
|
HDFC Growth Fund |
2 |
3 |
3 |
2 |
|
HDFC Top 200 Fund |
2 |
2 |
4 |
1 |
|
ICICI Prudential Dynamic Plan |
2 |
2 |
1 |
2 |
|
Principal Large Cap Fund |
2 |
3 |
3 |
2 |
|
SBI Magnum Equity Fund |
2 |
3 |
3 |
3 |
|
Tata Dividend Yield Fund |
2 |
1 |
1 |
2 |
|
Tata Ethical Fund |
2 |
2 |
1 |
3 |
|
UTI Master Value Fund |
2 |
2 |
2 |
2 |
| |
|
|
|
|
|
Birla Sun Life Infrastructure Fund |
3 |
5 |
5 |
2 |
|
Birla Sun Life Midcap Fund |
3 |
3 |
3 |
4 |
|
BNP Paribas Equity Fund |
3 |
3 |
2 |
3 |
|
DSP BlackRock India T.I.G.E.R. Fund |
3 |
5 |
5 |
2 |
|
DSP BlackRock Opportunities Fund |
3 |
3 |
3 |
3 |
|
Franklin India Flexi Cap Fund |
3 |
2 |
4 |
3 |
|
Franklin India Prima Fund |
3 |
1 |
2 |
3 |
|
Franklin India Prima Plus |
3 |
2 |
2 |
3 |
|
HDFC Core and Satellite Fund |
3 |
3 |
3 |
3 |
|
HDFC Premier MultiCap Fund |
3 |
3 |
2 |
3 |
|
HSBC India Opportunities Fund |
3 |
4 |
2 |
3 |
|
ICICI Prudential Infrastructure Fund |
3 |
5 |
4 |
3 |
|
ICICI Prudential Services Industries Fund |
3 |
3 |
4 |
3 |
|
ICICI Prudential Top 100 Fund |
3 |
3 |
3 |
3 |
|
ICICI Prudential Top 200 Fund |
3 |
3 |
4 |
3 |
|
IDFC Imperial Equity Fund |
3 |
4 |
3 |
3 |
|
Kotak 50 |
3 |
3 |
3 |
3 |
|
Kotak Midcap |
3 |
3 |
3 |
3 |
|
Kotak Opportunities |
3 |
3 |
3 |
3 |
|
Principal Dividend Yield Fund |
3 |
3 |
2 |
3 |
|
Reliance Growth Fund |
3 |
3 |
3 |
3 |
|
Reliance Regular Savings Fund - Equity |
3 |
3 |
4 |
3 |
|
SBI Blue Chip Fund |
3 |
3 |
3 |
3 |
|
SBI Magnum Global Fund |
3 |
1 |
1 |
3 |
|
SBI Magnum Multiplier Plus Scheme 1993 |
3 |
3 |
3 |
3 |
|
Sundaram Select Midcap |
3 |
2 |
3 |
3 |
|
Tata Equity PE Fund |
3 |
3 |
3 |
3 |
|
Tata Pure Equity Fund |
3 |
3 |
3 |
3 |
|
Taurus Starshare |
3 |
3 |
4 |
3 |
|
Templeton India Growth Fund |
3 |
3 |
4 |
3 |
|
UTI Mastershare Unit Scheme |
3 |
3 |
2 |
3 |
|
UTI Thematic - Mid Cap Fund |
3 |
2 |
2 |
3 |
|
UTI-Services Industries Fund |
3 |
3 |
5 |
4 |
| |
|
|
|
|
|
Birla Sun Life Equity Fund |
4 |
4 |
4 |
4 |
|
DWS Investment Opportunity Fund |
4 |
4 |
3 |
4 |
|
Franklin India Opportunities Fund |
4 |
4 |
4 |
4 |
|
HSBC Equity Fund |
4 |
4 |
3 |
4 |
|
ICICI Prudential MidCap Fund |
4 |
4 |
2 |
5 |
|
IDFC Classic Equity Fund |
4 |
4 |
3 |
4 |
|
Reliance Vision Fund |
4 |
4 |
4 |
4 |
|
SBI Contra Fund |
4 |
3 |
3 |
4 |
|
SBI Magnum Midcap Fund |
4 |
3 |
3 |
5 |
|
Sundaram Growth Fund |
4 |
4 |
5 |
4 |
|
Sundaram Rural India Fund |
4 |
3 |
4 |
4 |
|
Sundaram S M I L E Fund |
4 |
4 |
5 |
3 |
|
Sundaram Select Focus |
4 |
4 |
4 |
4 |
|
Tata Equity Opportunities Fund |
4 |
3 |
2 |
4 |
|
UTI Contra Fund |
4 |
4 |
4 |
4 |
|
UTI Leadership Equity Fund |
4 |
4 |
3 |
5 |
|
UTI Master Plus Unit Scheme |
4 |
3 |
3 |
4 |
| |
|
|
|
|
|
Birla Sun Life Advantage Fund |
5 |
4 |
5 |
5 |
|
HSBC Progressive Themes Fund |
5 |
5 |
5 |
4 |
|
JM Basic Fund |
5 |
5 |
5 |
5 |
|
Principal Growth Fund |
5 |
4 |
3 |
5 |
|
Reliance Equity Fund |
5 |
5 |
3 |
5 |
|
SBI Magnum MultiCap Fund |
5 |
4 |
3 |
5 |
|
Sundaram CAPEX Opportunities Fund |
5 |
5 |
4 |
4 |
|
Tata Infrastructure Fund |
5 |
5 |
4 |
3 |
|
UTI Infrastructure Fund |
5 |
5 |
5 |
5 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Mean Return |
Volatility |
Industry Concentration |
Company Concentration |
Liquidity |
|
Weightages |
|
50% |
30% |
10% |
5% |
5% |
|
Axis Long Term Equity Fund |
1 |
1 |
3 |
4 |
3 |
3 |
|
BNP Paribas Tax Advantage Plan |
1 |
1 |
2 |
1 |
3 |
2 |
| |
|
|
|
|
|
|
|
Canara Robeco Equity Tax Saver |
2 |
2 |
1 |
3 |
2 |
3 |
|
Franklin Taxshield Fund |
2 |
2 |
2 |
1 |
3 |
3 |
|
HDFC Long Term Advantage Fund |
2 |
2 |
3 |
2 |
5 |
4 |
|
Religare Tax Plan |
2 |
2 |
1 |
2 |
3 |
2 |
| |
|
|
|
|
|
|
|
Birla Sun Life Tax Plan |
3 |
3 |
3 |
3 |
1 |
3 |
|
DSP BlackRock Tax Saver Fund |
3 |
3 |
3 |
4 |
1 |
3 |
|
HSBC Tax Saver Equity Fund |
3 |
3 |
3 |
3 |
3 |
3 |
|
ICICI Prudential Tax Plan |
3 |
3 |
3 |
3 |
3 |
4 |
|
IDFC Tax Advantage Fund |
3 |
3 |
5 |
3 |
4 |
2 |
|
L&T Tax Advantage Fund |
3 |
3 |
3 |
3 |
3 |
3 |
|
Principal Tax Saving Fund |
3 |
4 |
5 |
2 |
2 |
1 |
|
Reliance Tax Saver Fund |
3 |
3 |
3 |
4 |
3 |
5 |
|
SBI Magnum Tax Gain Scheme 1993 |
3 |
3 |
3 |
3 |
3 |
4 |
|
Tata Tax Saving Fund |
3 |
3 |
2 |
5 |
4 |
1 |
| |
|
|
|
|
|
|
|
HDFC Tax Saver Fund |
4 |
4 |
2 |
2 |
4 |
5 |
|
Kotak Tax Saver Scheme |
4 |
4 |
4 |
3 |
2 |
3 |
|
Sundaram Taxsaver |
4 |
3 |
4 |
5 |
3 |
3 |
|
UTI Equity Tax Saving Plan |
4 |
4 |
3 |
3 |
4 |
3 |
| |
|
|
|
|
|
|
|
Birla Sun Life Tax Relief 96 |
5 |
5 |
4 |
3 |
2 |
4 |
|
Principal Personal Tax Saver |
5 |
5 |
4 |
4 |
5 |
2 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Superior Return Score |
Modified Duration |
Debt Company Concentration |
Debt Sectoral Concentration |
Debt Liquidity |
Debt Asset Quality |
|
Weightages |
|
60% |
5% |
5% |
5% |
7.5% |
17.5% |
|
IDFC Dynamic Bond Fund |
1 |
1 |
2 |
5 |
1 |
1 |
1 |
|
SBI Dynamic Bond Fund |
1 |
1 |
3 |
3 |
1 |
3 |
1 |
|
SBI Magnum Income Fund |
1 |
1 |
3 |
3 |
1 |
3 |
1 |
| |
|
|
|
|
|
|
|
|
Birla Sun Life Income Plus |
2 |
3 |
3 |
2 |
1 |
4 |
1 |
|
HSBC Flexi Debt Fund |
2 |
2 |
2 |
2 |
1 |
1 |
1 |
|
HSBC Income Fund - Investment Plan |
2 |
2 |
3 |
2 |
1 |
3 |
1 |
|
IDFC Super Saver Income Fund - Investment Plan |
2 |
2 |
2 |
5 |
1 |
1 |
1 |
|
Reliance Dynamic Bond Fund |
2 |
2 |
4 |
3 |
1 |
3 |
1 |
|
UTI Bond Fund |
2 |
2 |
5 |
3 |
1 |
4 |
1 |
| |
|
|
|
|
|
|
|
|
Baroda Pioneer PSU Bond Fund |
3 |
3 |
1 |
5 |
1 |
2 |
1 |
|
Canara Robeco Income Plan |
3 |
3 |
1 |
4 |
1 |
3 |
1 |
|
DSP BlackRock Strategic Bond Fund |
3 |
3 |
3 |
1 |
1 |
3 |
1 |
|
HDFC High Interest Fund |
3 |
3 |
4 |
3 |
1 |
4 |
1 |
|
HDFC Income Fund |
3 |
3 |
3 |
2 |
1 |
3 |
1 |
|
ICICI Prudential Income Opportunities Fund |
3 |
3 |
4 |
4 |
1 |
2 |
1 |
|
Kotak Bond |
3 |
3 |
5 |
1 |
5 |
5 |
1 |
|
Principal Income Fund - Long Term Plan |
3 |
3 |
3 |
3 |
1 |
2 |
1 |
|
Reliance Income Fund |
3 |
3 |
4 |
3 |
1 |
3 |
1 |
|
Religare Active Income Fund |
3 |
3 |
3 |
3 |
1 |
2 |
1 |
|
Sundaram Bond Saver |
3 |
3 |
3 |
3 |
1 |
4 |
1 |
|
Templeton India Income Builder Account |
3 |
2 |
4 |
2 |
5 |
5 |
4 |
| |
|
|
|
|
|
|
|
|
BNP Paribas Flexi Debt Fund |
4 |
4 |
3 |
4 |
4 |
3 |
1 |
|
DWS Premier Bond Fund |
4 |
4 |
2 |
2 |
1 |
3 |
1 |
|
ICICI Prudential Income Plan |
4 |
4 |
5 |
1 |
1 |
4 |
1 |
|
JPMorgan India Active Bond Fund |
4 |
4 |
3 |
4 |
1 |
3 |
1 |
|
LIC NOMURA MF Bond Fund |
4 |
5 |
1 |
3 |
1 |
4 |
1 |
|
Tata Income Fund |
4 |
4 |
3 |
4 |
1 |
2 |
1 |
| |
|
|
|
|
|
|
|
|
DSP BlackRock Bond Fund |
5 |
5 |
2 |
4 |
1 |
2 |
1 |
|
L&T Triple Ace Bond Fund |
5 |
5 |
4 |
3 |
1 |
3 |
1 |
|
Templeton India Income Fund |
5 |
4 |
2 |
3 |
5 |
5 |
4 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
Minimum application amount less than Rs 1 million |
Mar - 13 Rank* |
Mean Return |
Volatility |
Company Concentration |
Sectoral Concentration |
Asset Quality |
Modified Duration |
Liquidity |
| |
|
42.5% |
15.0% |
5.0% |
5.0% |
15.0% |
7.5% |
10.0% |
|
Birla Sun Life Short Term Fund |
1 |
2 |
3 |
3 |
1 |
1 |
2 |
3 |
|
HDFC Short Term Opportunities Fund |
1 |
3 |
2 |
3 |
1 |
1 |
2 |
3 |
|
HSBC Income Fund - Short Term Plan |
1 |
4 |
3 |
3 |
1 |
1 |
2 |
1 |
|
Sundaram Flexible Fund - Short Term Plan |
1 |
3 |
1 |
5 |
1 |
1 |
1 |
2 |
| |
|
|
|
|
|
|
|
|
|
Axis Short Term Fund |
2 |
3 |
3 |
3 |
1 |
1 |
3 |
2 |
|
Canara Robeco Short Term Fund |
2 |
4 |
2 |
3 |
1 |
1 |
2 |
3 |
|
IDFC Super Saver Income Fund - Medium Term |
2 |
2 |
5 |
3 |
1 |
1 |
4 |
1 |
|
IDFC Super Saver Income Fund - Short Term |
2 |
4 |
2 |
3 |
1 |
1 |
1 |
1 |
|
L&T Short Term Opportunities Fund |
2 |
3 |
3 |
3 |
1 |
1 |
3 |
2 |
|
Morgan Stanley Short Term Bond Fund |
2 |
3 |
3 |
3 |
1 |
1 |
3 |
2 |
|
PineBridge Short Term Fund |
2 |
3 |
4 |
4 |
1 |
1 |
3 |
1 |
|
Tata Short Term Bond Fund |
2 |
3 |
4 |
3 |
1 |
1 |
3 |
3 |
| |
|
|
|
|
|
|
|
|
|
Baroda Pioneer Short Term Bond Fund |
3 |
4 |
2 |
4 |
1 |
1 |
2 |
3 |
|
Birla Sun Life Dynamic Bond Fund |
3 |
1 |
4 |
2 |
4 |
1 |
4 |
3 |
|
BNP Paribas Short Term Income Fund |
3 |
3 |
3 |
4 |
1 |
1 |
4 |
2 |
|
DSP BlackRock Short Term Fund |
3 |
3 |
2 |
3 |
1 |
1 |
3 |
3 |
|
DWS Short Maturity Fund |
3 |
2 |
3 |
1 |
1 |
1 |
3 |
4 |
|
HDFC High Interest Fund - Short Term Plan |
3 |
3 |
3 |
2 |
1 |
1 |
4 |
3 |
|
HDFC Short Term Plan |
3 |
4 |
3 |
1 |
1 |
1 |
3 |
3 |
|
ICICI Prudential Short Term Plan |
3 |
2 |
4 |
1 |
3 |
1 |
4 |
4 |
|
IDBI Short Term Bond Fund |
3 |
5 |
3 |
5 |
1 |
1 |
4 |
2 |
|
ING Short Term Income Fund |
3 |
3 |
4 |
1 |
1 |
1 |
3 |
3 |
|
JM Short Term Fund |
3 |
4 |
2 |
5 |
1 |
1 |
3 |
2 |
|
JPMorgan India Short Term Income Fund |
3 |
4 |
1 |
4 |
3 |
1 |
3 |
3 |
|
Kotak Bond Short Term Plan |
3 |
2 |
3 |
3 |
1 |
2 |
3 |
4 |
|
Pramerica Short Term Income Fund |
3 |
5 |
3 |
4 |
1 |
1 |
3 |
3 |
|
Reliance Short Term Fund |
3 |
3 |
4 |
2 |
4 |
1 |
3 |
3 |
|
Religare Short Term Fund |
3 |
4 |
2 |
4 |
1 |
1 |
2 |
2 |
|
SBI Short Term Debt Fund |
3 |
2 |
4 |
3 |
1 |
1 |
4 |
3 |
|
UTI Short Term Income Fund |
3 |
1 |
5 |
3 |
1 |
2 |
4 |
3 |
| |
|
|
|
|
|
|
|
|
|
DSP BlackRock Income Opportunities Fund |
4 |
5 |
3 |
5 |
5 |
2 |
3 |
3 |
|
ICICI Prudential Corporate Bond Fund |
4 |
3 |
5 |
1 |
4 |
2 |
5 |
4 |
|
ICICI Prudential Regular Savings Fund |
4 |
3 |
3 |
1 |
4 |
2 |
3 |
5 |
|
Kotak Income Opportunities Fund |
4 |
3 |
3 |
3 |
1 |
3 |
3 |
4 |
|
L&T Short Term Income Fund |
4 |
5 |
2 |
3 |
1 |
2 |
2 |
3 |
|
Peerless Short Term Fund |
4 |
3 |
1 |
4 |
5 |
2 |
1 |
4 |
|
Principal Income Fund - Short Term Plan |
4 |
3 |
3 |
3 |
4 |
2 |
3 |
3 |
|
Reliance Regular Savings Fund - Debt |
4 |
3 |
1 |
1 |
5 |
3 |
2 |
4 |
| |
|
|
|
|
|
|
|
|
|
Birla Sun Life Medium Term Plan |
5 |
1 |
3 |
4 |
5 |
5 |
1 |
5 |
|
Templeton India Corporate Bond Opportunities Fund |
5 |
1 |
5 |
1 |
4 |
4 |
5 |
4 |
|
Templeton India Income Opportunities Fund |
5 |
2 |
4 |
3 |
4 |
4 |
5 |
5 |
|
Templeton India Short Term Income Plan |
5 |
2 |
3 |
1 |
4 |
4 |
5 |
5 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Superior Return Score |
CRISIL Rank Performance |
|
Weightages |
|
50% |
50% |
|
UTI Bond Fund |
1 |
2 |
1 |
| |
|
|
|
|
Kotak Bond |
2 |
2 |
2 |
|
SBI Magnum Income Fund |
2 |
1 |
2 |
| |
|
|
|
|
Birla Sun Life Income Plus |
3 |
3 |
3 |
|
HDFC High Interest Fund |
3 |
3 |
3 |
|
HDFC Income Fund |
3 |
3 |
3 |
|
ICICI Prudential Income Plan |
3 |
3 |
3 |
|
IDFC Super Saver Income Fund - Investment Plan |
3 |
3 |
3 |
|
Reliance Income Fund |
3 |
3 |
3 |
| |
|
|
|
|
LIC NOMURA MF Bond Fund |
4 |
4 |
4 |
|
Templeton India Income Fund |
4 |
4 |
4 |
| |
|
|
|
|
DSP BlackRock Bond Fund |
5 |
5 |
5 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Superior Return Score |
Industry Concentration |
Company Concentration |
Debt Asset Quality |
Debt Liquidity |
Equity Liquidity |
|
Weightages |
|
75% |
10% |
5% |
5%*(100-K) |
5%*(100-K) |
10%*K |
|
ICICI Prudential Balanced Fund |
1 |
1 |
3 |
3 |
2 |
4 |
3 |
| |
|
|
|
|
|
|
|
|
HDFC Balanced Fund |
2 |
2 |
2 |
1 |
1 |
2 |
4 |
|
ICICI Prudential Equity - Volatility Advantage Fund |
2 |
2 |
1 |
4 |
1 |
3 |
3 |
|
Tata Balanced Fund |
2 |
2 |
4 |
3 |
1 |
3 |
3 |
| |
|
|
|
|
|
|
|
|
Birla Sun Life 95 Fund |
3 |
3 |
3 |
2 |
1 |
2 |
3 |
|
Canara Robeco Balance |
3 |
3 |
3 |
2 |
1 |
3 |
2 |
|
HDFC Prudence Fund |
3 |
3 |
5 |
3 |
1 |
4 |
5 |
|
Kotak Balance |
3 |
3 |
2 |
3 |
1 |
3 |
2 |
|
Reliance Regular Savings Fund - Balanced |
3 |
3 |
4 |
4 |
1 |
2 |
4 |
|
SBI Magnum Balanced Fund |
3 |
3 |
4 |
3 |
1 |
3 |
4 |
| |
|
|
|
|
|
|
|
|
FT India Balanced Fund |
4 |
4 |
2 |
5 |
4 |
5 |
2 |
|
ING Balanced Fund |
4 |
4 |
3 |
4 |
1 |
4 |
1 |
|
UTI Balanced Fund |
4 |
4 |
3 |
3 |
2 |
3 |
3 |
| |
|
|
|
|
|
|
|
|
DSP BlackRock Balanced Fund |
5 |
5 |
3 |
2 |
1 |
1 |
3 |
| |
|
|
|
|
|
|
|
|
K = Equity Component in Hybrid Funds |
|
|
|
|
|
|
|
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Superior Return Score |
CRISIL Rank Performance |
|
Weightages |
|
50% |
50% |
|
HDFC Prudence Fund |
1 |
2 |
2 |
| |
|
|
|
|
HDFC Balanced Fund |
2 |
3 |
1 |
|
ICICI Prudential Balanced Fund |
2 |
1 |
2 |
| |
|
|
|
|
Birla Sun Life 95 Fund |
3 |
3 |
3 |
|
Canara Robeco Balance |
3 |
3 |
3 |
|
Kotak Balance |
3 |
3 |
3 |
|
SBI Magnum Balanced Fund |
3 |
3 |
5 |
|
Tata Balanced Fund |
3 |
2 |
3 |
| |
|
|
|
|
DSP BlackRock Balanced Fund |
4 |
5 |
3 |
|
FT India Balanced Fund |
4 |
4 |
4 |
| |
|
|
|
|
UTI Balanced Fund |
5 |
4 |
4 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
Minimum application amount less than Rs 1 million |
Mar - 13 Rank* |
Mean Return |
Volatility |
Asset Size |
DRP |
Asset Quality |
Company Concentration |
Liquidity |
| |
|
42.5% |
20.0% |
5.0% |
5.0% |
10.0% |
5.0% |
12.5% |
|
Axis Liquid Fund |
1 |
3 |
1 |
3 |
2 |
1 |
3 |
3 |
|
BARODA PIONEER Liquid Fund |
1 |
2 |
1 |
3 |
1 |
1 |
2 |
3 |
|
ICICI Prudential Liquid Plan |
1 |
4 |
3 |
1 |
4 |
1 |
4 |
2 |
|
LIC NOMURA MF Liquid Fund |
1 |
5 |
1 |
3 |
4 |
1 |
2 |
1 |
| |
|
|
|
|
|
|
|
|
|
DWS Insta Cash Plus Fund |
2 |
3 |
2 |
2 |
3 |
1 |
1 |
4 |
|
IDFC Cash Fund |
2 |
3 |
2 |
3 |
1 |
1 |
4 |
2 |
|
L&T Liquid Fund |
2 |
3 |
3 |
4 |
2 |
1 |
1 |
1 |
|
Reliance Liquidity Fund |
2 |
3 |
3 |
2 |
1 |
1 |
2 |
3 |
|
Religare Liquid Fund |
2 |
2 |
2 |
2 |
2 |
1 |
3 |
3 |
|
SBI Premier Liquid Fund |
2 |
3 |
3 |
1 |
3 |
1 |
3 |
3 |
|
Sundaram Money Fund |
2 |
3 |
2 |
4 |
2 |
1 |
3 |
2 |
|
UTI Liquid Cash Plan |
2 |
3 |
2 |
1 |
3 |
1 |
4 |
3 |
| |
|
|
|
|
|
|
|
|
|
Birla Sun Life Cash Plus |
3 |
2 |
3 |
1 |
3 |
1 |
4 |
3 |
|
DSP BlackRock Liquidity Fund |
3 |
3 |
4 |
2 |
2 |
1 |
3 |
2 |
|
HSBC Cash Fund |
3 |
5 |
3 |
5 |
5 |
1 |
1 |
1 |
|
ICICI Prudential Money Market Fund |
3 |
4 |
3 |
4 |
4 |
1 |
3 |
2 |
|
IDBI Liquid Fund |
3 |
3 |
3 |
3 |
1 |
1 |
3 |
3 |
|
Indiabulls Liquid Fund |
3 |
1 |
2 |
4 |
2 |
1 |
3 |
3 |
|
JM High Liquidity Fund |
3 |
2 |
3 |
3 |
3 |
1 |
3 |
5 |
|
JPMorgan India Liquid Fund |
3 |
2 |
3 |
2 |
3 |
1 |
4 |
3 |
|
Kotak Liquid |
3 |
3 |
3 |
2 |
3 |
1 |
5 |
4 |
|
Peerless Liquid Fund |
3 |
1 |
2 |
3 |
1 |
1 |
2 |
5 |
|
Pramerica Liquid Fund |
3 |
2 |
3 |
4 |
2 |
1 |
3 |
4 |
|
Principal Cash Management Fund |
3 |
3 |
3 |
3 |
1 |
1 |
2 |
4 |
|
Reliance Liquid Fund - Treasury Plan |
3 |
4 |
3 |
2 |
4 |
1 |
2 |
4 |
|
Tata Liquid Fund |
3 |
4 |
3 |
3 |
4 |
1 |
4 |
3 |
|
Taurus Liquid Fund |
3 |
1 |
2 |
3 |
3 |
1 |
3 |
4 |
|
Union KBC Liquid Fund |
3 |
2 |
3 |
3 |
3 |
1 |
3 |
3 |
|
UTI Money Market Fund |
3 |
3 |
1 |
3 |
3 |
1 |
3 |
5 |
| |
|
|
|
|
|
|
|
|
|
BNP Paribas Overnight Fund |
4 |
3 |
4 |
4 |
4 |
1 |
3 |
2 |
|
Canara Robeco Liquid |
4 |
4 |
4 |
3 |
5 |
1 |
3 |
2 |
|
DWS Treasury Fund - Cash Plan |
4 |
3 |
4 |
4 |
3 |
1 |
5 |
3 |
|
HDFC Cash Management Fund - Savings Plan |
4 |
3 |
5 |
3 |
3 |
1 |
3 |
3 |
|
HDFC Liquid Fund |
4 |
4 |
5 |
2 |
3 |
1 |
2 |
3 |
|
Kotak Floater - Short Term |
4 |
1 |
4 |
3 |
3 |
1 |
5 |
3 |
|
L&T Cash Fund |
4 |
4 |
4 |
4 |
4 |
1 |
1 |
1 |
|
Templeton India Treasury Management Account |
4 |
3 |
5 |
3 |
3 |
1 |
4 |
3 |
| |
|
|
|
|
|
|
|
|
|
Birla Sun Life Floating Rate Fund - Short Term |
5 |
2 |
4 |
3 |
3 |
1 |
5 |
4 |
|
BOI AXA Liquid Fund |
5 |
5 |
3 |
5 |
4 |
1 |
4 |
4 |
|
Reliance Liquid Fund - Cash Plan |
5 |
5 |
5 |
5 |
5 |
1 |
3 |
5 |
|
SBI Magnum InstaCash |
5 |
4 |
4 |
5 |
5 |
1 |
2 |
2 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Superior Return Score |
Modified Duration |
Liquidity |
|
Weightages |
|
75% |
10% |
15% |
|
IDFC G Sec Fund - Investment Plan |
1 |
1 |
1 |
1 |
| |
|
|
|
|
|
Birla Sun Life Govt Securities - Long Term Plan |
2 |
2 |
2 |
3 |
|
HDFC Gilt Fund - Long Term Plan |
2 |
3 |
3 |
2 |
|
SBI Magnum Gilt Fund - Long Term |
2 |
2 |
2 |
3 |
| |
|
|
|
|
|
DSP BlackRock Govt Sec Fund |
3 |
4 |
3 |
2 |
|
DWS Gilt Fund |
3 |
3 |
3 |
4 |
|
ICICI Prudential Gilt - Investment |
3 |
3 |
4 |
3 |
|
Kotak Gilt - Investment |
3 |
2 |
3 |
4 |
|
Reliance Gilt Securities Fund |
3 |
3 |
3 |
3 |
|
UTI Gilt Advantage Fund - Long Term Plan |
3 |
3 |
5 |
4 |
| |
|
|
|
|
|
ICICI Prudential Gilt - Investment - PF Option |
4 |
3 |
4 |
5 |
|
Principal Government Securities Fund |
4 |
5 |
2 |
2 |
|
Templeton India G-Sec Fund - Composite Plan |
4 |
4 |
3 |
3 |
| |
|
|
|
|
|
Templeton India G-Sec Fund - Long Term Plan |
5 |
4 |
4 |
3 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Superior Return Score |
Industry Concentration |
Company Concentration |
Debt Asset Quality |
Debt Liquidity |
Equity Liquidity |
Modified Duration |
| |
|
60% |
5% |
5% |
17.5% |
7.5%*(100-K) |
7.5%*K |
5% |
|
Kotak Monthly Income Plan |
1 |
1 |
3 |
4 |
1 |
3 |
5 |
2 |
| |
|
|
|
|
|
|
|
|
|
HDFC Monthly Income Plan - LTP |
2 |
3 |
3 |
3 |
1 |
3 |
4 |
3 |
|
Reliance Monthly Income Plan |
2 |
2 |
3 |
2 |
2 |
4 |
4 |
4 |
|
Tata MIP Plus Fund |
2 |
2 |
3 |
3 |
1 |
3 |
2 |
3 |
| |
|
|
|
|
|
|
|
|
|
Birla Sun Life MIP II - Wealth 25 Plan |
3 |
3 |
4 |
4 |
1 |
2 |
4 |
3 |
|
DSP BlackRock MIP Fund |
3 |
3 |
3 |
3 |
1 |
2 |
3 |
4 |
|
FT India Monthly Income Plan |
3 |
3 |
2 |
1 |
4 |
5 |
2 |
5 |
|
HSBC MIP - Savings |
3 |
3 |
3 |
4 |
1 |
1 |
3 |
3 |
|
ICICI Prudential MIP 25 |
3 |
2 |
4 |
2 |
2 |
4 |
3 |
4 |
|
UTI MIS Advantage Plan |
3 |
3 |
5 |
3 |
2 |
4 |
3 |
3 |
| |
|
|
|
|
|
|
|
|
|
Canara Robeco Monthly Income Plan |
4 |
4 |
4 |
3 |
1 |
2 |
3 |
2 |
|
HDFC Monthly Income Plan - STP |
4 |
4 |
2 |
2 |
1 |
3 |
3 |
2 |
|
LIC NOMURA MF Floater MIP |
4 |
4 |
1 |
5 |
1 |
3 |
1 |
1 |
| |
|
|
|
|
|
|
|
|
|
L&T Monthly Income Plan |
5 |
5 |
2 |
3 |
1 |
3 |
2 |
3 |
| |
|
|
|
|
|
|
|
|
|
K = Equity Component in Hybrid Funds |
|
|
|
|
|
|
|
|
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
Superior Return Score |
Industry Concentration |
Company Concentration |
Debt Asset Quality |
Debt Liquidity |
Equity Liquidity |
Modified Duration |
| |
|
60% |
5% |
5% |
17.5% |
7.5%*(100-K) |
7.5%*K |
5% |
|
SBI Magnum Monthly Income Plan |
1 |
2 |
2 |
3 |
1 |
2 |
3 |
1 |
| |
|
|
|
|
|
|
|
|
|
Birla Sun Life MIP II - Savings 5 Plan |
2 |
1 |
1 |
5 |
1 |
3 |
5 |
3 |
| |
|
|
|
|
|
|
|
|
|
Birla Sun Life MIP |
3 |
3 |
4 |
3 |
1 |
3 |
3 |
2 |
|
ICICI Prudential MIP Plan |
3 |
3 |
5 |
2 |
2 |
5 |
2 |
4 |
|
UTI Monthly Income Scheme |
3 |
3 |
3 |
3 |
2 |
4 |
1 |
5 |
| |
|
|
|
|
|
|
|
|
|
HSBC MIP - Regular |
4 |
4 |
3 |
1 |
1 |
1 |
3 |
3 |
| |
|
|
|
|
|
|
|
|
|
Birla Sun Life Monthly Income |
5 |
5 |
3 |
4 |
1 |
3 |
4 |
3 |
| |
|
|
|
|
|
|
|
|
|
K = Equity Component in Hybrid Funds |
|
|
|
|
|
|
|
|
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
|
Mar - 13 Rank* |
|
Kotak Nifty ETF |
1 |
| |
|
|
Goldman Sachs Nifty Exchange Traded Scheme (GS Nifty BeES) |
2 |
|
HDFC Index Fund - Nifty Plan |
2 |
|
HDFC Index Fund - Sensex Plan |
2 |
| |
|
|
Franklin India Index Fund - BSE Sensex Plan |
3 |
|
Franklin India Index Fund - NSE Nifty Plan |
3 |
|
IDBI Nifty Index Fund |
3 |
|
LIC NOMURA MF Index Fund - Nifty Plan |
3 |
|
Reliance Index Fund - Nifty Plan |
3 |
| |
|
|
Birla Sun Life Index Fund |
4 |
|
SBI Nifty Index Fund |
4 |
|
UTI Nifty Index Fund |
4 |
| |
|
|
ICICI Prudential Index Fund - Nifty Plan |
5 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|
| (Cluster ranks are arranged alphabetically) |
|
Minimum application amount less than Rs 1 million |
Mar - 13 Rank* |
Mean Return |
Volatility |
Asset Size |
Modified Duration |
DRP |
Asset Quality |
Company Concentration |
Liquidity |
|
Weightages |
|
37.5% |
20.0% |
5.0% |
7.5% |
5.0% |
10.0% |
5.0% |
10.0% |
|
ICICI Prudential Flexible Income Plan |
1 |
4 |
3 |
1 |
2 |
3 |
1 |
2 |
3 |
|
JPMorgan India Treasury Fund |
1 |
3 |
3 |
3 |
4 |
1 |
1 |
2 |
2 |
|
Reliance Money Manager Fund |
1 |
3 |
2 |
1 |
2 |
2 |
1 |
1 |
4 |
|
Religare Credit Opportunities Fund |
1 |
2 |
4 |
5 |
1 |
1 |
1 |
3 |
5 |
| |
|
|
|
|
|
|
|
|
|
|
Axis Treasury Advantage Fund |
2 |
4 |
1 |
3 |
2 |
3 |
1 |
1 |
3 |
|
Birla Sun Life Savings Fund |
2 |
3 |
3 |
2 |
3 |
3 |
1 |
3 |
3 |
|
DWS Ultra Short Term Fund |
2 |
3 |
3 |
3 |
3 |
2 |
1 |
1 |
3 |
|
HDFC Cash Management Fund - Treasury Advantage Plan |
2 |
5 |
1 |
1 |
3 |
5 |
1 |
1 |
2 |
|
HDFC Floating Rate Income Fund - Short Term Plan |
2 |
4 |
3 |
2 |
3 |
4 |
1 |
1 |
2 |
|
JM Money Manager Fund - Super Plus Plan |
2 |
2 |
3 |
4 |
1 |
1 |
1 |
4 |
5 |
|
SBI Ultra Short Term Debt Fund |
2 |
4 |
2 |
2 |
2 |
3 |
1 |
2 |
3 |
|
UTI Treasury Advantage Fund |
2 |
3 |
3 |
1 |
4 |
3 |
1 |
4 |
3 |
| |
|
|
|
|
|
|
|
|
|
|
Baroda Pioneer Treasury Advantage Fund |
3 |
2 |
4 |
4 |
4 |
3 |
1 |
3 |
3 |
|
Birla Sun Life Cash Manager |
3 |
5 |
1 |
2 |
2 |
4 |
1 |
3 |
4 |
|
Birla Sun Life Floating Rate Fund - Long Term |
3 |
2 |
4 |
3 |
3 |
4 |
1 |
3 |
3 |
|
Birla Sun Life Ultra Short Term Fund |
3 |
3 |
2 |
4 |
2 |
3 |
1 |
4 |
2 |
|
BNP Paribas Money Plus Fund |
3 |
3 |
2 |
4 |
4 |
3 |
1 |
3 |
3 |
|
Canara Robeco Treasury Advantage Fund |
3 |
3 |
2 |
4 |
2 |
3 |
1 |
3 |
4 |
|
IDFC Money Manager Fund - Treasury Plan |
3 |
5 |
1 |
3 |
1 |
5 |
1 |
4 |
1 |
|
IDFC Ultra Short Term Fund |
3 |
2 |
4 |
3 |
1 |
2 |
1 |
5 |
2 |
|
Kotak Floater - Long Term |
3 |
3 |
4 |
2 |
3 |
3 |
1 |
3 |
4 |
|
L&T Ultra Short Term Fund |
3 |
4 |
3 |
5 |
3 |
3 |
1 |
3 |
1 |
|
Peerless Ultra Short Term Fund |
3 |
1 |
3 |
3 |
4 |
2 |
1 |
1 |
5 |
|
Religare Ultra Short Term Fund |
3 |
3 |
3 |
5 |
2 |
3 |
1 |
4 |
3 |
|
Tata Floater Fund |
3 |
3 |
3 |
2 |
3 |
2 |
1 |
3 |
3 |
|
Taurus Ultra Short Term Bond Fund |
3 |
1 |
4 |
4 |
3 |
2 |
1 |
3 |
3 |
|
UTI Floating Rate Fund - STP |
3 |
3 |
2 |
3 |
4 |
4 |
1 |
5 |
1 |
| |
|
|
|
|
|
|
|
|
|
|
DSP BlackRock Money Manager Fund |
4 |
5 |
2 |
3 |
3 |
4 |
1 |
4 |
2 |
|
ICICI Prudential Floating Rate Plan |
4 |
4 |
2 |
3 |
3 |
4 |
1 |
4 |
3 |
|
IDBI Ultra Short Term Fund |
4 |
3 |
3 |
4 |
3 |
3 |
1 |
3 |
4 |
|
Indiabulls Ultra Short Term Fund |
4 |
1 |
4 |
5 |
3 |
1 |
1 |
5 |
3 |
|
Kotak Flexi Debt |
4 |
3 |
3 |
3 |
3 |
3 |
1 |
4 |
4 |
|
Reliance Medium Term Fund |
4 |
3 |
5 |
2 |
5 |
4 |
1 |
1 |
2 |
|
Sundaram Ultra Short Term Fund |
4 |
2 |
3 |
3 |
5 |
2 |
1 |
2 |
4 |
|
Templeton India Ultra-short Bond Fund |
4 |
2 |
3 |
2 |
3 |
2 |
2 |
2 |
4 |
| |
|
|
|
|
|
|
|
|
|
|
ICICI Prudential Ultra Short Term Plan |
5 |
4 |
5 |
4 |
4 |
4 |
1 |
3 |
2 |
|
IDFC Money Manager Fund - Investment Plan |
5 |
4 |
5 |
3 |
5 |
5 |
1 |
5 |
1 |
|
Reliance Floating Rate Fund |
5 |
2 |
5 |
3 |
5 |
5 |
1 |
3 |
3 |
|
Templeton India Low Duration Fund |
5 |
1 |
4 |
3 |
4 |
3 |
2 |
3 |
5 |
|
| *Ranking for the previous quarter not mentioned as it is not comparable due to change in criteria |
Top |
|