New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
Crisil mutual fund rank with arrows june 11 output
1. June - 11
S.No. Large Cap-oriented Equity funds Rank Change
Weightages
1 Fidelity Equity Fund 1 ó
2 Fidelity India Growth Fund 1 ó
3 HDFC Top 200 Fund 1 ó
4 ICICI Prudential Focused Bluechip Equity Fund 1 ó
5 Birla Sun Life Frontline Equity Fund 2 ó
6 Birla Sun Life Top 100 Fund 2 ñ
7 Franklin India Bluechip Fund 2 ó
8 HDFC Index Fund - Sensex Plus Plan 2 ñ
9 Principal Large Cap Fund 2 ó
10 Reliance Quant Plus Fund 2
11 UTI Mastershare Unit Scheme 2 ñ
12 UTI Opportunities Fund 2 ó
13 DSP BlackRock Top 100 Equity Fund 3 ó
14 HSBC Dynamic Fund 3 ñ
15 HSBC India Opportunities Fund 3 ó
16 ICICI Prudential Target Returns Fund 3
17 ICICI Prudential Top 100 Fund 3 ó
18 ICICI Prudential Top 200 Fund 3 ò
19 IDFC Equity Fund 3
20 IDFC Imperial Equity Fund - Plan A 3 ñ
21 Kotak 50 3 ó
22 Reliance Equity Advantage Fund 3 ó
23 SBI Magnum Equity Fund 3 ò
24 Sundaram India Leadership Fund 3 ò
25 UTI Master Plus Unit Scheme 3 ó
26 BNP Paribas Equity Fund 4 ñ
27 DWS Alpha Equity Fund 4 ó
28 HSBC Equity Fund 4 ó
29 LIC NOMURA MF Equity Fund 4 ò
30 LIC NOMURA MF Growth Fund 4 ò
31 SBI Blue Chip Fund 4 ñ
32 Sundaram Select Focus 4 ó
33 UTI Top 100 Fund 4 ò
34 BARODA PIONEER Growth Fund 5 ò
35 LIC NOMURA MF Top 100 Fund 5 ó
36 UTI Contra Fund 5 ó
37 UTI Leadership Equity Fund 5 ò
7. June - 11
S.No. Diversified Equity funds Rank Change
Weightages
1 HDFC Equity Fund 1 ó
2 ING Dividend Yield Fund 1 ó
3 Mirae Asset India Opportunities Fund 1 ó
4 Quantum Long-Term Equity Fund 1 ó
5 UTI Dividend Yield Fund 1 ó
6 UTI Equity Fund 1 ñ
7 UTI MNC Fund 1 ñ
8 Birla Sun Life India GenNext Fund 2 ñ
9 Canara Robeco Equity Diversified 2 ó
10 DSP BlackRock Equity Fund 2 ñ
11 DSP BlackRock Opportunities Fund 2 ó
12 HDFC Capital Builder Fund 2 ó
13 HDFC Core and Satellite Fund 2 ò
14 HDFC Growth Fund 2 ó
15 HDFC Premier MultiCap Fund 2 ó
16 ICICI Prudential Dynamic Plan 2 ó
17 JPMorgan India Equity Fund 2 ñ
18 Kotak LifeStyle 2 ñ
19 Morgan Stanley A.C.E. Fund 2 ò
20 Tata Contra Fund 2 ó
21 UTI India Lifestyle Fund 2 ñ
22 AIG India Equity Fund 3 ó
23 Fidelity India Special Situations Fund 3 ò
24 Franklin India Flexi Cap Fund 3 ò
25 Franklin India High Growth Companies Fund 3 ó
26 Franklin India Prima Plus 3 ó
27 HDFC Long Term Equity Fund 3 ò
28 HSBC Unique Opportunities Fund 3 ó
29 ICICI Prudential Services Industries Fund 3 ó
30 Kotak Opportunities 3 ó
31 Morgan Stanley Growth Fund 3 ó
32 Principal Dividend Yield Fund 3 ò
33 Reliance Growth Fund 3 ó
34 Reliance Regular Savings Fund - Equity 3 ó
35 Reliance Vision Fund 3 ó
36 Religare Contra Fund 3 ó
37 SBI Magnum COMMA Fund 3 ñ
38 SBI Magnum Multiplier Plus Scheme 1993 3 ó
39 Sundaram Equity Multiplier Fund 3
40 Sundaram Growth Fund 3 ó
41 Sundaram Rural India Fund 3 ó
42 Tata Equity Opportunities Fund 3 ñ
43 Tata Equity PE Fund 3 ó
8. 44 Tata Pure Equity Fund 3 ó
45 Tata Select Equity Fund 3 ó
46 Taurus Starshare 3 ò
47 Templeton India Growth Fund 3 ó
48 UTI-Services Industries Fund 3 ó
49 Bharti AXA Equity Fund - Regular Plan 4 ó
50 Birla Sun Life Advantage Fund 4 ó
51 Birla Sun Life Equity Fund 4 ó
52 Birla Sun Life Special Situations Fund 4 ó
53 DWS Investment Opportunity Fund 4 ó
54 Franklin India Opportunities Fund 4 ó
55 IDFC Classic Equity Fund - Plan A 4 ñ
56 ING Domestic Opportunities Fund 4 ó
57 Kotak Contra 4 ó
58 L&T Opportunities Fund - Cumulative 4 ó
59 LIC NOMURA MF India Vision Fund 4 ñ
60 Principal Services Industries Fund 4 ó
61 SBI One India Fund 4 ó
62 Tata Service Industries Fund 4 ó
63 ING OptiMix Multi Manager Equity Fund - Option A 5 ó
64 JM Equity Fund 5
65 JM Multi Strategy Fund 5
66 Principal Growth Fund 5 ó
67 Reliance Equity Fund 5 ó
68 SBI Magnum MultiCap Fund 5 ó
69 SBI Magnum Sector Umbrella - Contra Fund 5 ó
11. June - 11
S.No. Small and Mid-cap Equity funds Rank Change
Weightages
1 Birla Sun Life MNC Fund 1 ñ
2 HDFC Mid-Cap Opportunities Fund 1 ó
3 Religare Mid Cap Fund 1
4 UTI Master Value Fund 1 ó
5 Birla Sun Life Dividend Yield Plus 2 ó
6 DSP BlackRock Micro Cap Fund 2 ò
7 DSP BlackRock Small and Midcap Fund 2 ò
8 ICICI Prudential Discovery Fund 2 ó
9 Reliance Equity Opportunities Fund 2 ó
10 SBI Magnum Sector Umbrella - Emerging Business Fund 2 ó
11 Tata Dividend Yield Fund 2 ó
12 Birla Sun Life Pure Value Fund 3 ñ
13 Birla Sun Life Small & Midcap Fund 3 ó
14 Franklin India Prima Fund 3 ó
15 Franklin India Smaller Companies Fund 3 ó
16 IDFC Premier Equity Fund - Plan A 3 ò
17 JPMorgan India Smaller Companies Fund 3 ó
18 Kotak Midcap 3 ó
19 SBI Magnum Global Fund 3 ó
20 Sundaram Select Midcap 3 ó
21 UTI Thematic - Mid Cap Fund 3 ó
22 Birla Sun Life Midcap Fund 4 ó
23 ICICI Prudential Emerging S T A R Fund 4 ó
24 Kotak Emerging Equity 4 ñ
25 L&T Midcap Fund 4 ò
26 Principal Emerging Bluechip Fund 4 ó
27 Reliance Long Term Equity Fund 4 ó
28 SBI Magnum Midcap Fund 4 ó
29 HSBC Midcap Equity Fund 5 ó
30 JM Emerging Leaders Fund 5 ó
31 Sundaram S M I L E Fund 5 ò
32 Tata Mid Cap Fund 5 ó
15. June - 11
S.No. Thematic - Infrastructure funds Rank Change
Weightages
1 Birla Sun Life Basic Industries Fund 1 ó
2 DSP BlackRock Natural Resources and New Energy Fund 1 ñ
3 AIG Infrastructure and Economic Reform Fund 2 ó
4 Canara Robeco Infrastructure 2 ó
5 HDFC Infrastructure Fund 2 ò
6 Religare Infrastructure Fund 2 ñ
7 Birla Sun Life Infrastructure Fund 3 ò
8 DSP BlackRock India T.I.G.E.R. Fund 3 ó
9 ICICI Prudential Infrastructure Fund 3 ó
10 LIC NOMURA MF Infrastructure Fund 3 ó
11 Sundaram Select Thematic Funds Energy Opportunities 3 ñ
12 Tata Infrastructure Fund 3 ó
13 HSBC Progressive Themes Fund 4 ó
14 Reliance Diversified Power Sector Fund 4 ó
15 SBI Infrastructure Fund - Series I 4 ó
16 Sundaram CAPEX Opportunities Fund 4 ò
17 JM Basic Fund 5 ó
18 UTI Infrastructure Fund 5 ó
0
17. Mar - 11
S.No. Equity Linked Savings Scheme (ELSS) June - 11 Rank Change Rank
Weightages
1 Fidelity Tax Advantage Fund 1 ó 1
2 HDFC Tax Saver Fund 1 ó 1
3 ICICI Prudential Tax Plan 1 ó 1
4 Canara Robeco Equity Tax Saver 2 ó 2
5 DSP BlackRock Tax Saver Fund 2 ó 2
6 Franklin Taxshield Fund 2 ó 2
7 HDFC Long Term Advantage Fund 2 ó 2
8 ING Tax Savings Fund 2 ó 2
9 Religare Tax Plan 2 ñ 3
10 Bharti AXA Tax Advantage Fund 3 ó 3
11 Birla Sun Life Tax Plan 3 ó 3
12 HSBC Tax Saver Equity Fund 3 ó 3
13 IDFC Tax Advantage (ELSS) Fund 3 ó 3
14 Kotak Tax Saver Scheme 3 ó 3
15 Principal Personal Tax Saver 3 ó 3
16 Reliance Tax Saver Fund 3 ò 2
17 Tata Tax Saving Fund 3 ó 3
18 Taurus Taxshield 3 ó 3
19 UTI Equity Tax Saving Plan (ETSP) 3 ñ 4
20 Birla Sun Life Tax Relief 96 4 ó 4
21 BNP Paribas Tax Advantage Plan 4 ñ 5
22 L&T Tax Saver Fund - Cumulative 4 ò 3
23 LIC NOMURA MF Tax Plan 1997 4 ó 4
24 SBI Magnum Tax Gain Scheme 1993 4 ó 4
25 Sundaram Taxsaver 4 ó 4
26 DWS Tax Saving Fund 5 ó 5
27 JM Tax Gain Fund 5 ò 4
28 Principal Tax Saving Fund 5 ó 5
21. S.No. Index funds
Weightages
1 Kotak Sensex ETF
2 Nifty Benchmark Exchange Traded Scheme - Nifty BeES
3 Franklin India Index Fund - BSE Sensex Plan
4 Kotak Nifty ETF
5 Principal Index Fund
6 UTI Master Index Fund
7 Franklin India Index Fund - NSE Nifty Plan
8 HDFC Index Fund - Sensex Plan
9 IDBI Nifty Index Fund
10 UTI Nifty Index Fund
11 Birla Sun Life Index Fund
12 HDFC Index Fund - Nifty Plan
13 ICICI Prudential Index Fund - Nifty Plan
14 SBI Magnum Index Fund
15 LIC NOMURA MF Index Fund - Nifty Plan
16 LIC NOMURA MF Index Fund - Sensex Plan
24. Tracking
June - 11 Rank Change Mar - 11 Rank Error ó ò ñ
100%
1 ñ 2 0.10%
1 ó 1 0.09%
2 ñ 3 0.16%
2 ò 1 0.13%
2 ó 2 0.19%
2 ó 2 0.11%
3 ó 3 0.29%
3 ó 3 0.43%
3 N.A 0.29%
3 ó 3 0.20%
4 ó 4 0.69%
4 ó 4 0.51%
4 ò 3 0.54%
4 ñ 5 0.44%
5 ò 4 1.08%
5 ó 5 1.47%
27. Debt Debt
Superior Company Sectoral Debt
June - 11 Mar - 11 Return Modified Concentrat Concentrati Debt Asset
S.No. Long Term Income funds Rank Change Rank Score Duration ion on Liquidity Quality ó ò ñ
Weightages 60% 5% 5% 5% 7.5% 17.5%
1 BNP Paribas Bond Fund 1 ó 1 1 1 2 5 5 5
2 HSBC Flexi Debt Fund 1 ñ 2 1 2 1 1 2 2
3 UTI Bond Fund 1 ñ 2 1 4 3 1 4 5
4 Birla Sun Life Income Fund 2 ñ 3 2 1 2 1 3 2
5 Canara Robeco Income Plan 2 ò 1 2 3 3 1 2 1
6 Religare Active Income Fund 2 ñ 3 2 1 5 1 3 3
7 SBI Magnum Income Fund 2 ñ 3 2 3 2 1 2 3
8 Templeton India Income Builder Account 2 ñ 3 2 2 3 5 5 4
9 Birla Sun Life Income Plus 3 ò 2 3 5 4 1 2 3
10 BNP Paribas Flexi Debt Fund 3 ó 3 3 2 5 4 4 4
11 HDFC High Interest Fund 3 ò 1 3 4 1 1 3 1
12 HDFC Income Fund 3 ò 2 3 4 1 1 1 2
13 ICICI Prudential Income Opportunities Fund 3 ò 2 4 3 3 1 3 3
14 ICICI Prudential Long Term Plan 3 ñ 4 3 2 3 4 4 2
15 IDFC Dynamic Bond Fund 3 ñ 4 3 3 3 1 2 3
16 Reliance Dynamic Bond Fund 3 ó 3 3 3 4 1 1 2
17 Templeton India Income Fund 3 ñ 4 3 2 2 5 5 4
18 DSP BlackRock Bond Fund 4 ñ 5 4 3 5 1 3 3
19 IDFC Super Saver Income Fund - Investment Plan 4 ó 4 4 5 2 1 3 3
20 Kotak Bond Regular 4 ò 2 4 5 3 1 3 4
21 LIC NOMURA MF Bond Fund 4 ò 3 3 4 3 1 4 5
22 Reliance Income Fund 4 ò 3 4 3 4 1 1 3
23 Fidelity Flexi Bond Fund 5 ó 5 5 3 4 1 3 4
24 ICICI Prudential Income Plan 5 ò 4 5 4 3 1 3 1
25 Tata Income Fund 5 ó 5 5 3 4 1 4 3
0
28. Superior Industry Company
June - 11 Mar - 11 Return Concentr Concentrat Debt Asset Debt Equity
S.No. Balanced funds Rank Change Rank Score ation ion Quality Liquidity Liquidity ó ò ñ
Weightages 75% 10% 5% 5%*(100-K) 5%*(100-K) 10%*K
1 HDFC Balanced Fund 1 ó 1 1 1 1 3 4 5
2 HDFC Prudence Fund 1 ó 1 1 4 2 1 4 4
3 Birla Sun Life 95 Fund 2 ó 2 2 2 2 2 3 3
4 Canara Robeco Balance 2 ñ 3 2 1 2 2 2 4
5 ICICI Prudential Balanced Fund 2 ó 2 2 4 3 4 4 3
6 Tata Balanced Fund 2 ó 2 2 4 3 2 1 5
7 DSP BlackRock Balanced Fund 3 ó 3 3 2 1 4 2 4
8 FT India Balanced Fund 3 ñ 4 4 3 4 2 2 2
9 ICICI Prudential Equity and Derivatives Fund - Volatility Advantage Plan
3 ñ 4 3 4 4 1 1 3
10 Reliance Regular Savings Fund - Balanced 3 ò 2 3 3 3 3 3 3
11 UTI Balanced Fund 3 ó 3 3 5 2 5 5 2
12 Kotak Balance 4 ó 4 4 2 3 4 3 4
13 Principal Conservative Growth Fund 4 ò 3 4 3 3 3 4 3
14 SBI Magnum Balanced Fund 4 ó 4 5 2 4 4 2 1
15 Sundaram Balanced Fund 4 ò 3 3 5 5 3 3 2
16 LIC NOMURA MF Balanced Fund - Plan C 5 ó 5 4 3 5 5 5 1
17 Principal Balanced Fund 5 ó 5 5 3 4 3 3 2
K = Equity Component in Hybrid Funds
0
29. Superior
June - 11 Mar - 11 Return Modified Asset
S.No. Long Term Gilt funds Rank Change Rank Score Duration Liquidity Quality ó ò ñ
Weightages 75% 5% 12.5% 7.5%
1 Birla Sun Life Govt Securities Long Term Plan 1 ó 1 1 2 2 1
2 UTI Gilt Advantage Fund - Long Term Plan 1 ñ 3 1 1 4 1
3 HDFC Gilt Fund - Long Term Plan 2 ò 1 2 3 3 1
4 ICICI Prudential Gilt - Investment 2 ó 2 3 3 4 1
5 ICICI Prudential Gilt - Treasury - PF Option - AAPP 2 ó 2 2 1 5 1
6 Kotak Gilt - Investment 2 ó 2 2 5 5 5
7 Birla Sun Life Gilt Plus Plan 3 ó 3 3 2 2 1
8 Canara Robeco Gilt PGS 3 ó 3 3 2 2 1
9 ICICI Prudential Gilt - Investment - PF Option 3 ò 2 3 4 3 1
10 LIC NOMURA MF G-Sec Fund 3 ó 3 2 2 2 5
11 Reliance Gilt Securities Fund 3 ñ 4 3 3 1 1
12 SBI Magnum Gilt Fund - Long Term 3 ñ 4 3 4 1 1
13 Tata Gilt Securities Fund 3 ó 3 3 5 4 4
14 DSP BlackRock Govt Sec Fund 4 ò 3 4 4 3 1
15 Principal Government Securities Fund 4 ò 3 4 4 4 1
16 Templeton India G-Sec Fund - Composite Plan 4 ó 4 4 3 3 1
17 Templeton India G-Sec Fund - Long Term Plan 4 ó 4 4 3 3 1
18 Fidelity Flexi Gilt Fund 5 ó 5 5 3 3 1
19 UTI G-Sec Fund 5 ó 5 5 3 3 1
0
30. Company Sectoral
June - 11 Mar - 11 Mean Concentrati Concentra Asset Modified
S.No. Short Term Income Funds Rank Change Rank Return Volatility on tion Quality Duration Liquidity ó ò ñ
Weightages 42.5% 15.0% 5.0% 5.0% 15.0% 7.5% 10.0%
1 HDFC Short Term Opportunities Fund 1 N.A 1 1 5 1 2 1 1
2 JM Short Term Fund 1 ñ 2 1 2 3 1 2 1 3
3 JPMorgan India Short Term Income Fund 1 ó 1 2 2 3 1 1 1 3
4 Morgan Stanley Short Term Bond Fund 1 ó 1 2 1 2 1 2 2 1
5 AIG Short Term Fund 2 ó 2 2 3 5 1 1 2 1
6 Axis Short Term Fund 2 ó 2 3 3 4 1 1 3 1
7 Birla Sun Life Medium Term Plan 2 ñ 3 1 4 3 4 2 5 3
8 Canara Robeco Short Term Fund 2 ñ 3 2 2 4 1 3 2 2
9 HSBC Income Fund - Short Term Plan 2 ó 2 3 2 1 1 2 2 2
10 Religare Credit Opportunities Fund 2 ñ 3 3 1 4 1 2 1 5
11 Taurus Short Term Income Fund 2 ó 2 1 1 3 1 3 2 4
12 Birla Sun Life Dynamic Bond Fund Plan 3 ó 3 3 4 2 4 3 5 3
13 BNP Paribas Short Term Income Fund Plan 3 N.A 3 3 4 1 3 2 2
14 DSP BlackRock Short Term Fund 3 ò 1 2 2 4 1 3 3 2
15 DWS Short Maturity Fund 3 ó 3 3 3 1 1 3 3 4
16 IDFC Super Saver Income Fund - Short Term 3 ñ 4 4 4 3 1 4 4 2
17 ING Short Term Income Fund 3 ó 3 2 3 3 1 3 3 3
18 Religare Short Term Plan 3 ñ 4 5 3 4 1 2 2 2
19 SBI Short Horizon Debt Fund - Short Term Fund 3 ò 2 3 3 2 1 1 4 2
20 Sundaram Flexible Fund - Short Term Plan 3 ó 3 3 3 3 1 3 3 3
21 UTI Short Term Income Fund 3 ñ 4 2 5 3 1 4 5 3
22 HDFC Short Term Plan 4 ò 3 4 5 2 4 4 3 3
23 ICICI Prudential Short Term Plan 4 ó 4 4 4 2 3 4 4 4
24 IDFC Super Saver Income Fund - Medium Term 4 ò 3 4 4 5 1 3 5 3
25 Kotak Bond Short Term Plan 4 ñ 5 5 3 3 4 3 3 4
26 Kotak Credit Opportunities Fund 4 N.A 4 2 4 5 4 3 4
27 Principal Income Fund - Short Term Plan 4 ò 3 4 2 5 4 4 4 4
28 Reliance Short Term Fund 4 ò 3 5 4 2 4 4 4 3
29 HDFC High Interest Fund - Short Term Plan 5 ò 4 4 5 2 4 5 4 4
30 Reliance Regular Savings Fund - Debt 5 ó 5 5 4 1 5 5 4 5
31 Templeton India Income Opportunities Fund 5 ó 5 3 5 1 5 5 3 5
32 Templeton India Short Term Income Plan 5 ò 4 3 3 3 5 5 3 5
0
31. Company Liquidity
June - 11 Mar - 11 Mean Asset Asset Concentrati
S.No. Liquid funds (Less than Rs 1 million) Rank Change Rank Return Volatility Size DRP Quality on ó ò ñ
Weightages 42.5% 10.0% 5.0% 5.0% 20.0% 5.0% 12.5%
1 ICICI Prudential Liquid Plan 1 ñ 2 4 3 1 4 1 1 2
2 Principal Cash Management Fund 1 ó 1 2 1 4 2 3 1 3
3 SBI Magnum InstaCash - Liquid Floater Plan 1 ñ 2 1 2 5 1 2 2 2
4 HDFC Cash Management Fund - Savings Plan 2 ó 2 2 4 3 3 4 2 1
5 HDFC Liquid Fund 2 ñ 3 3 4 2 3 4 1 2
6 IDFC Cash Fund 2 ò 1 3 1 2 3 3 3 3
7 Reliance Liquid Fund - Cash Plan 2 N.A 2 2 2 2 3 5 2
8 SBI Magnum InstaCash 2 ò 1 2 2 3 2 2 1 3
9 Birla Sun Life Cash Plus 3 ñ 4 4 3 1 3 4 4 3
10 DSP BlackRock Liquidity Fund 3 ñ 4 2 4 3 3 2 3 3
11 Fidelity Cash Fund 3 N.A 4 4 5 4 1 3 2
12 HSBC Cash Fund 3 ñ 4 5 3 5 5 1 1 1
13 JM High Liquidity Fund 3 ó 3 1 2 3 1 4 3 5
14 L&T Liquid Fund 3 ó 3 3 3 4 2 2 3 4
15 Liquid Benchmark Exchange Traded Scheme - Liquid BeES 3 ó 3 5 1 4 5 4 3 1
16 UTI Liquid Cash Plan 3 ò 2 4 3 1 4 3 3 3
17 Kotak Floater - Short Term 4 ñ 5 1 5 2 1 5 4 5
18 LIC NOMURA MF Liquid Fund 4 ò 3 3 3 3 3 5 5 3
19 Reliance Liquid Fund - Treasury Plan 4 ó 4 3 2 3 2 3 5 3
20 Taurus Liquid Fund 4 N.A 3 5 3 3 2 3 5
21 UTI Money Market Fund 4 ò 3 4 3 4 4 4 4 4
22 DWS Insta Cash Plus Fund 5 ó 5 3 4 2 3 3 1 4
23 Sundaram Money Fund 5 ò 4 5 3 4 5 3 4 4
24 Templeton India Treasury Management Account 5 ó 5 3 5 3 4 3 4 4
0
32. June - 11
S.No. Liquid funds - Institutional (1 million - 50 million) Rank
Weightages
1 ICICI Prudential Liquid Plan - INSTITUTIONAL Plus 1
2 SBI Premier Liquid Fund - Institutional 1
3 Canara Robeco Liquid - Institutional 2
4 Tata Liquid Fund - SHIP 2
5 UTI Liquid Cash Plan - INSTITUTIONAL Plan 2
6 Axis Liquid Fund - Institutional 3
7 Birla Sun Life Cash Plus - INSTITUTIONAL 3
8 BNP Paribas Overnight Fund - Institutional Plan 3
9 DSP BlackRock Liquidity Fund - Institutional Plan 3
10 Reliance Liquid Fund - Treasury Plan - INSTITUTIONAL 3
11 BARODA PIONEER Liquid Fund - Institutional 4
12 DWS Insta Cash Plus Fund - Institutional 4
13 UTI Money Market Fund - Institutional 4
14 Daiwa Liquid Fund - Institutional 5
15 JPMorgan India Liquid Fund - Super Institutional Plan 5
43. Liquid funds - Super institutional (50 million & Above)
Weightages
ICICI Prudential Liquid Plan - Super Institutional
IDFC Cash Fund - Plan C - (Super Institutional)
Canara Robeco Liquid - Super Institutional
HDFC Liquid Fund - PREMIUM PLUS PLAN
Reliance Liquidity Fund
SBI Premier Liquid Fund - Super Institutional
Birla Sun Life Cash Plus - INSTITUTIONAL PREMIUM
Fidelity Cash Fund - Super Institutional Plan
JM High Liquidity Fund - Super Institutional
L&T Liquid Fund - Super Institutional
Kotak Liquid INSTITUTIONAL Premium Plan
Religare Liquid Fund - Super Institutional
Sundaram Money Fund - Super Institutional
Taurus Liquid Fund - Super Institutional
DWS Insta Cash Plus Fund - Super Institutional
Templeton India Treasury Management Account - Super Institutional Plan
49. June - 11
S.No. Monthly Income Plan - Aggressive Rank
Weightages
1 HDFC Monthly Income Plan - LTP 1
2 Reliance Monthly Income Plan 1
3 Birla Sun Life MIP II - Wealth 25 Plan 2
4 Canara Robeco Monthly Income Plan 2
5 ICICI Prudential MIP 25 2
6 UTI MIS Advantage Plan 2
7 DSP BlackRock Savings Manager Fund 3
8 FT India Monthly Income Plan 3
9 HDFC Monthly Income Plan - STP 3
10 HSBC MIP - Savings 3
11 Kotak Monthly Income Plan 3
12 LIC NOMURA MF Floater MIP 3
13 Tata MIP Plus Fund 3
14 DWS Twin Advantage Fund 4
15 L&T Monthly Income Plan 4
16 SBI Magnum Income Plus Fund - Investment 4
17 Sundaram Monthly Income Plan - Moderate Plan 4
18 LIC NOMURA MF Monthly Income Plan 5
19 Principal MIP - MIP Plus 5
K = Equity Component in Hybrid Funds
58. June - 11
S.No. Monthly Income Plan - Conservative Rank
Weightages
1 Birla Sun Life Monthly Income 1
2 Birla Sun Life MIP 2
3 ICICI Prudential MIP Plan 2
4 Birla Sun Life MIP II - Savings 5 Plan 3
5 HSBC MIP - Regular 3
6 SBI Magnum Monthly Income Plan 3
7 UTI Monthly Income Scheme 3
8 DWS Money Plus Advantage Fund 4
9 Principal MIP Accumulation Plan 4
10 Tata Monthly Income Fund 5
K = Equity Component in Hybrid Funds
67. June - 11
S.No. Ultra Short-term Debt funds (Less than Rs 1 million) Rank
Weightages
1 Birla Sun Life Ultra Short Term Fund 1
2 DSP BlackRock Money Manager Fund 1
3 HDFC Cash Management Fund - Treasury Advantage Plan 1
4 SBI Short Horizon Debt Fund - Ultra Short Term Fund 1
5 Birla Sun Life Cash Manager 2
6 Birla Sun Life Floating Rate Fund - Long Term 2
7 Birla Sun Life Savings Fund 2
8 HDFC Floating Rate Income Fund - Short Term Plan 2
9 ICICI Prudential Flexible Income Plan 2
10 ICICI Prudential Floating Rate Plan - Option A 2
11 IDFC Money Manager Fund - Treasury Plan 2
12 Tata Floater Fund 2
13 Axis Treasury Advantage Fund 3
14 Canara Robeco Treasury Advantage Fund 3
15 Daiwa Treasury Advantage Fund 3
16 Fidelity Ultra Short Term Debt Fund 3
17 IDFC Ultra Short Term Fund 3
18 JM Money Manager Fund 3
19 JM Money Manager Fund - Super Plan 3
20 JM Money Manager Fund - Super Plus Plan 3
21 Kotak Floater - Long Term 3
22 L&T Ultra Short Term Fund 3
23 LIC NOMURA MF Savings Plus Fund 3
24 Reliance Money Manager Fund 3
25 Religare Ultra Short Term Fund 3
26 Templeton India Ultra-short Bond Fund 3
27 UTI Floating Rate Fund - STP 3
28 UTI Treasury Advantage Fund 3
29 BNP Paribas Money Plus Fund 4
30 DSP BlackRock Floating Rate Fund 4
31 DWS Ultra Short Term Fund 4
32 HSBC Ultra Short Term Bond Fund 4
33 LIC NOMURA MF Income Plus Fund 4
34 Principal Near-Term Fund - Conservative Plan 4
35 Sundaram Ultra Short Term Fund 4
36 Taurus Ultra Short Term Bond Fund 4
37 IDFC Money Manager Fund - Investment Plan 5
38 Kotak Flexi Debt 5
68. 39 Reliance Floating Rate Fund - Short Term Plan 5
40 Reliance Medium Term Fund 5
76. June - 11
S.No. Ultra Short-term Debt funds - Institutional (1 million - 50 million) Rank
Weightages
1 Birla Sun Life Ultra Short Term Fund - Institutional 1
2 HDFC Cash Management Fund - Treasury Advantage Plan - Wholesale Option 1
3 ICICI Prudential Flexible Income Plan Premium 1
4 SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional 1
5 Birla Sun Life Cash Manager - INSTITUTIONAL 2
6 Birla Sun Life Floating Rate Fund - Long Term - Institutional 2
7 Canara Robeco Treasury Advantage Fund - Institutional 2
8 HDFC Floating Rate Income Fund - Short Term Plan - Wholesale 2
9 IDFC Money Manager Fund - Treasury Plan - Plan B - (Institutional) 2
10 ING Treasury Advantage Fund - Institutional 2
11 UTI Floating Rate Fund - STP - Institutional 2
12 Birla Sun Life Savings Fund - INSTITUTIONAL 3
13 Edelweiss Ultra Short Term Bond Fund - Institutional 3
14 Fidelity Ultra Short Term Debt Fund - Institutional 3
15 HSBC Floating Rate Fund - Long Term Plan - Institutional 3
16 JPMorgan India Treasury Fund - Super Institutional Plan 3
17 L&T Ultra Short Term Fund - INSTITUTIONAL 3
18 Reliance Money Manager Fund - Institutional 3
19 Templeton India Ultra-short Bond Fund - Institutional 3
20 UTI Treasury Advantage Fund - Institutional 3
21 Axis Treasury Advantage Fund - Institutional 4
22 BNP Paribas Money Plus Fund - Institutional Plan 4
23 DWS Ultra Short Term Fund - Institutional 4
24 Kotak Flexi Debt - Institutional 4
25 Religare Ultra Short Term Fund - Institutional 4
26 Sundaram Ultra Short Term Fund - Institutional 4
27 Tata Treasury Manager Fund - SHIP 4
28 Baroda Pioneer Treasury Advantage Fund - Institutional 5
29 DSP BlackRock Strategic Bond Fund - Institutional 5
30 DWS Treasury Fund - Investment Plan - Institutional 5
31 IDFC Money Manager Fund - Investment Plan - Plan B - (Institutional) 5
85. Ultra Short-term Debt funds - Super institutional (50 million & June - 11
S.No. Above) Rank
Weightages
1 ICICI Prudential Floating Rate Plan - Option D 1
2 DSP BlackRock Money Manager Fund - Institutional Plan 2
3 IDFC Money Manager Fund - Treasury Plan - Plan C - (Super Institutional) 2
4 Canara Robeco Treasury Advantage Fund - Super Institutional 3
5 Fidelity Ultra Short Term Debt Fund - Super Institutional 3
6 ICICI Prudential Banking & PSU Debt Fund - Premium Plus 3
7 Templeton India Ultra-short Bond Fund - Super Institutional 3
8 DSP BlackRock Floating Rate Fund - Institutional 4
9 Sundaram Ultra Short Term Fund - Super Institutional 4
10 Taurus Ultra Short Term Bond Fund - Super Institutional 5
91. June - 11
S.No. Consistent Performers - Equity funds Rank
Weightages
1 Birla Sun Life Dividend Yield Plus 1
2 DSP BlackRock Equity Fund 1
3 HDFC Equity Fund 1
4 HDFC Top 200 Fund 1
5 ICICI Prudential Discovery Fund 1
6 UTI Master Value Fund 1
7 Birla Sun Life Frontline Equity Fund 2
8 Canara Robeco Equity Diversified 2
9 DSP BlackRock Top 100 Equity Fund 2
10 Franklin India Bluechip Fund 2
11 HDFC Capital Builder Fund 2
12 HDFC Core and Satellite Fund 2
13 HDFC Growth Fund 2
14 Reliance Growth Fund 2
15 Sundaram Select Midcap 2
16 Templeton India Growth Fund 2
17 UTI Equity Fund 2
18 Birla Sun Life Basic Industries Fund 3
19 Birla Sun Life Midcap Fund 3
20 DSP BlackRock Opportunities Fund 3
21 DWS Alpha Equity Fund 3
22 Franklin India Prima Fund 3
23 Franklin India Prima Plus 3
24 ICICI Prudential Top 100 Fund 3
25 ICICI Prudential Top 200 Fund 3
26 Kotak 50 3
27 Kotak Opportunities 3
28 SBI Magnum Equity Fund 3
29 Sundaram Growth Fund 3
30 Sundaram India Leadership Fund 3
31 Tata Equity PE Fund 3
32 Tata Pure Equity Fund 3
33 Tata Select Equity Fund 3
34 UTI Mastershare Unit Scheme 3
35 UTI Thematic - Mid Cap Fund 3
36 Birla Sun Life Equity Fund 4
37 HSBC Equity Fund 4
38 HSBC India Opportunities Fund 4
92. 39 ING Domestic Opportunities Fund 4
40 LIC NOMURA MF Equity Fund 4
41 Reliance Vision Fund 4
42 SBI Magnum Global Fund 4
43 SBI Magnum Multiplier Plus Scheme 1993 4
44 SBI Magnum Sector Umbrella - Contra Fund 4
45 Sundaram Select Focus 4
46 UTI Master Plus Unit Scheme 4
47 Birla Sun Life Advantage Fund 5
48 BNP Paribas Equity Fund 5
49 DSP BlackRock India T.I.G.E.R. Fund 5
50 Franklin India Opportunities Fund 5
51 Principal Growth Fund 5
52 UTI Infrastructure Fund 5
93. CRISIL
Superior Rank
Mar - 11 Return Performan
Change Rank Score ce ó ò ñ
50% 50%
N.A 1 2
ó 1 2 1
ó 1 1 1
ó 1 1 1
N.A 1 2
ó 1 1 2
ó 2 2 1
N.A 2 2
ó 2 2 1
ó 2 2 2
ó 2 2 3
N.A 2 3
ó 2 2 2
ó 2 3 1
N.A 2 3
ó 2 2 2
ó 2 1 2
ó 3 4 2
ó 3 3 3
ó 3 3 3
ó 3 3 2
ó 3 3 4
ó 3 3 4
ó 3 3 3
ó 3 4 3
ó 3 3 3
N.A 3 3
ó 3 3 3
N.A 3 3
N.A 3 3
N.A 3 3
ó 3 3 3
ó 3 3 4
ó 3 3 3
ó 3 2 4
ó 4 5 4
ó 4 4 4
ó 4 4 4
94. N.A 4 4
ó 4 4 5
ó 4 4 4
ó 4 3 4
ò 3 3 3
ò 3 4 3
N.A 4 3
ñ 5 4 5
ò 4 4 5
N.A 5 5
ò 4 5 2
ó 5 5 5
ó 5 5 5
ó 5 5 4
95. June - 11
S.No. Consistent Performers - Debt funds Rank
Weightages
1 Birla Sun Life Income Fund 1
2 Birla Sun Life Income Plus 1
3 Kotak Bond Regular 2
4 Reliance Income Fund 2
5 UTI Bond Fund 2
6 HDFC Income Fund 3
7 ICICI Prudential Income Plan 3
8 IDFC Super Saver Income Fund - Investment Plan 3
9 HDFC High Interest Fund 4
10 LIC NOMURA MF Bond Fund 4
11 Templeton India Income Fund 4
12 DSP BlackRock Bond Fund 5
13 SBI Magnum Income Fund 5
96. CRISIL
Superior Rank
Mar - 11 Return Performan
Change Rank Score ce ó ò ñ
50% 50%
ñ 2 1 2
ó 1 1 1
ò 1 2 1
ó 2 2 2
ñ 3 2 3
ó 3 3 3
ò 2 4 2
ó 3 3 3
ó 4 4 4
ò 3 3 4
ó 4 4 4
ó 5 5 5
ó 5 5 5
97. June - 11
S.No. Consistent Performers - Balanced funds Rank
Weightages
1 DSP BlackRock Balanced Fund 1
2 HDFC Prudence Fund 1
3 Birla Sun Life 95 Fund 2
4 HDFC Balanced Fund 2
5 Tata Balanced Fund 2
6 Canara Robeco Balance 3
7 FT India Balanced Fund 3
8 ICICI Prudential Balanced Fund 3
9 Sundaram Balanced Fund 3
10 Kotak Balance 4
11 SBI Magnum Balanced Fund 4
12 UTI Balanced Fund 4
13 LIC NOMURA MF Balanced Fund - Plan C 5
14 Principal Balanced Fund 5
98. CRISIL
Superior Rank
Mar - 11 Return Performan
Change Rank Score ce ó ò ñ
50% 50%
ó 1 2 2
ó 1 1 1
ó 2 2 2
ó 2 1 2
ó 2 2 1
ó 3 3 3
ó 3 3 3
ñ 4 3 4
ó 3 3 4
ó 4 5 3
ò 3 4 3
ó 4 4 5
ó 5 4 5
ó 5 5 4
99. June - 11
S.No. Consistent Performers - Liquid funds Rank
Weightages
1 HDFC Cash Management Fund - Savings Plan 1
2 Reliance Liquid Fund - Treasury Plan 1
3 HDFC Liquid Fund 2
4 Principal Cash Management Fund 2
5 UTI Liquid Cash Plan 2
6 Birla Sun Life Cash Plus 3
7 ICICI Prudential Liquid Plan 3
8 JM High Liquidity Fund 3
9 Sundaram Money Fund 3
10 UTI Money Market Fund 3
11 DSP BlackRock Liquidity Fund 4
12 DWS Insta Cash Plus Fund 4
13 LIC NOMURA MF Liquid Fund 4
14 HSBC Cash Fund 5
15 Templeton India Treasury Management Account 5
100. CRISIL
Rank
Mar - 11 Mean Performan
Change Rank Return Volatility ce ó ò ñ
30% 20% 50%
ó 1 1 4 1
ó 1 2 1 1
ó 2 2 4 2
ó 2 3 1 3
ó 2 3 2 2
ó 3 4 4 3
ó 3 4 3 2
ó 3 2 2 3
ó 3 5 2 3
ó 3 3 3 3
ó 4 4 3 4
ó 4 3 5 5
ó 4 1 3 4
ó 5 5 3 4
ó 5 3 5 5