CRISIL Mutual Fund Ranking List : Quarter Ended December 2014

Mutual Fund Ranking Report
 
Large Cap-oriented Equity funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

50% 25% 10% 5% 10%
Birla Sun Life Top 100 Fund 1 1 3 3 1 3
Franklin India Opportunities Fund 1 1 4 3 4 3
SBI Blue Chip Fund 1 2 1 2 2 4
Tata Equity Opportunities Fund 1 1 2 1 1 3

Baroda Pioneer Growth Fund 2 2 4 2 2 3
Birla Sun Life Frontline Equity Fund 2 2 3 3 1 4
Canara Robeco Large Cap+ Fund 2 4 3 4 3 1
ICICI Prudential Target Returns Fund 2 3 3 5 5 1
L&T India Large Cap Fund 2 2 3 3 2 2
UTI Equity Fund 2 2 1 2 2 4
UTI Top 100 Fund 2 3 1 1 3 3

BOI AXA Equity Fund 3 3 3 2 1 3
HDFC Top 200 Fund 3 2 5 4 3 5
ICICI Prudential Focused Bluechip Equity Fund 3 3 2 4 3 5
ICICI Prudential Top 100 Fund 3 2 2 3 4 4
IDFC Imperial Equity Fund 3 5 3 4 5 1
JM Multi Strategy Fund 3 1 5 5 5 3
JPMorgan India Equity Fund 3 3 3 3 3 2
LIC Nomura MF Equity Fund 3 3 3 3 3 3
Principal Large Cap Fund 3 3 4 3 3 2
SBI Magnum Equity Fund 3 3 3 5 5 3
Tata Pure Equity Fund 3 4 2 3 2 3
UTI India Lifestyle Fund 3 4 2 1 2 3
UTI Mastershare Unit Scheme 3 3 2 1 3 4
UTI Opportunities Fund 3 3 1 3 3 5

Franklin India Bluechip Fund 4 4 2 2 3 4
HDFC Index Fund - Sensex Plus Plan 4 4 3 3 4 2
IDFC Equity Fund 4 5 3 4 4 1
Kotak 50 4 3 4 3 4 3
Reliance Focused Large Cap Fund 4 3 5 2 4 3
UTI Dividend Yield Fund 4 4 3 3 2 5
UTI Leadership Equity Fund 4 3 3 2 3 3

DSP BlackRock Top 100 Equity Fund 5 3 5 5 4 4
HSBC Equity Fund 5 4 4 4 3 2
Sundaram Growth Fund 5 5 4 4 3 2
Sundaram Select Focus 5 5 4 3 3 2
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Diversified Equity funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

50% 25% 10% 5% 10%
Franklin India High Growth Companies Fund 1 1 2 2 3 4
ICICI Prudential Exports and Other Services Fund 1 1 1 5 4 3
L&T India Value Fund 1 1 4 1 1 3
PineBridge India Equity Fund # 1 2 1 2 5 3
Tata Ethical Fund 1 3 1 2 2 3
UTI MNC Fund 1 1 1 3 4 4

Birla Sun Life India GenNext Fund 2 3 2 4 3 3
Birla Sun Life Long Term Advantage Fund 2 2 3 3 1 2
Birla Sun Life Special Situations Fund 2 2 4 4 4 2
Franklin India Prima Plus 2 2 1 2 2 4
HSBC India Opportunities Fund 2 3 3 3 3 2
Kotak Select Focus Fund 2 2 3 4 3 3
Mirae Asset India Opportunities Fund 2 2 3 3 2 3
Principal Growth Fund 2 2 4 2 1 2
Reliance Equity Opportunities Fund 2 1 3 2 2 5
SBI Magnum MultiCap Fund 2 2 3 2 2 3
Sundaram Equity Multiplier Fund 2 3 3 1 1 2
Tata Equity PE Fund 2 1 4 2 2 3

Birla Sun Life Advantage Fund 3 2 4 4 3 3
Birla Sun Life Dividend Yield Plus 3 3 3 4 3 4
Birla Sun Life Equity Fund 3 2 3 3 2 3
BNP Paribas Equity Fund 3 3 2 3 3 3
DSP BlackRock Opportunities Fund 3 3 3 4 1 3
DWS Investment Opportunity Fund 3 4 3 3 2 1
Franklin India Flexi Cap Fund 3 2 3 3 4 4
HDFC Capital Builder Fund 3 3 2 3 3 3
HDFC Small and Mid Cap Fund 3 3 3 1 1 4
ICICI Prudential Dynamic Plan 3 4 1 1 3 4
ICICI Prudential Top 200 Fund 3 3 3 2 3 3
Kotak Classic Equity Fund 3 4 2 3 3 2
Kotak Opportunities 3 3 3 4 3 2
L&T Equity Fund 3 3 2 2 2 4
L&T India Special Situations Fund 3 3 3 3 2 3
Principal Dividend Yield Fund 3 4 4 4 3 1
Quantum Long-Term Equity Fund 3 4 2 1 3 2
Reliance Growth Fund 3 3 4 2 3 5
Reliance Regular Savings Fund - Equity 3 3 4 1 2 5
Reliance Top 200 Fund 3 2 3 3 4 3
SBI Magnum Multiplier Plus Scheme 1993 3 3 2 2 3 5
Sundaram Rural India Fund 3 4 3 3 3 2
Union KBC Equity Fund 3 4 3 3 3 1

Axis Equity Fund 4 4 3 3 4 3
Canara Robeco Equity Diversified 4 4 3 3 2 3
DSP BlackRock Equity Fund 4 3 4 3 3 4
DSP BlackRock Focus 25 Fund 4 3 3 3 5 3
HDFC Core and Satellite Fund 4 3 5 3 4 3
HDFC Equity Fund 4 3 5 4 4 5
HDFC Premier MultiCap Fund 4 3 5 3 4 3
IDFC Classic Equity Fund 4 5 2 3 3 1
Reliance Vision Fund 4 3 4 3 4 4
SBI Contra Fund 4 4 2 3 3 5
Tata Dividend Yield Fund 4 4 2 5 3 3
Taurus Starshare 4 4 4 4 3 1

HDFC Growth Fund 5 5 4 4 4 4
HDFC Large Cap Fund 5 5 2 4 5 2
Religare Invesco PSU Equity Fund 5 5 5 5 5 2
SBI PSU Fund 5 5 5 5 5 2
Sundaram Select Thematic Funds PSU Opportunities 5 5 5 5 4 1
Templeton India Growth Fund 5 3 3 5 5 4
# From January 31, 2015, the right to manage and administer all the Schemes of PBI MF will be transferred from PineBridge Investments Asset Management Company (India) Private Limited ("PBI AMC") to Kotak Mahindra Asset Management Company Limited ("Kotak AMC")
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Small and Mid-cap Equity funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

50% 25% 10% 5% 10%
Canara Robeco Emerging Equities 1 2 4 2 2 1
L&T Midcap Fund 1 3 2 2 1 2
Principal Emerging Bluechip Fund 1 3 4 2 3 1

BNP Paribas Mid Cap Fund 2 4 3 3 3 1
DSP BlackRock Micro Cap Fund 2 1 4 1 3 4
Franklin India Smaller Companies Fund 2 2 2 3 2 3
JPMorgan India Mid and Small Cap Fund 2 2 3 4 2 2
Kotak Emerging Equity 2 3 2 3 2 3
Reliance Small Cap Fund 2 1 4 3 3 4
UTI Mid Cap Fund 2 2 3 1 1 3

Axis Midcap Fund 3 3 3 2 2 3
Birla Sun Life MNC Fund 3 3 1 5 5 4
Birla Sun Life Pure Value Fund 3 2 5 4 4 2
Birla Sun Life Small & Midcap Fund 3 4 3 4 3 2
Franklin India Prima Fund 3 3 2 3 2 3
HSBC Midcap Equity Fund 3 3 5 2 3 2
ICICI Prudential MidCap Fund 3 2 4 3 4 3
Mirae Asset Emerging Bluechip Fund 3 2 3 3 2 3
Religare Invesco Mid N Small Cap Fund 3 3 3 4 4 2
SBI Magnum Global Fund 3 4 1 4 4 4
SBI Magnum Midcap Fund 3 3 2 3 3 3
Sundaram S M I L E Fund 3 1 5 4 3 3
Tata Mid Cap Growth Fund 3 3 3 2 3 2

DSP BlackRock Small and Midcap Fund 4 4 4 3 4 3
HDFC Mid-Cap Opportunities Fund 4 3 2 4 1 5
ICICI Prudential Value Discovery Fund 4 3 3 2 3 4
IDFC Sterling Equity Fund 4 5 3 1 5 3
Kotak Midcap 4 4 3 3 3 3
Reliance Mid & Small Cap Fund 4 3 3 3 3 4
Sundaram Select Midcap 4 4 4 3 4 4

Birla Sun Life Midcap Fund 5 4 3 5 3 3
IDFC Premier Equity Fund 5 5 2 3 4 5
SBI Emerging Businesses Fund 5 5 1 5 5 5
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Thematic - Infrastructure funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

50% 25% 10% 5% 10%
Franklin Build India Fund 1 1 1 1 1 2
L&T Infrastructure Fund 1 3 2 2 1 2

Birla Sun Life Infrastructure Fund 2 2 3 4 2 3
HSBC Progressive Themes Fund 2 1 5 2 4 2
PineBridge Infrastructure and Economic Reform Fund # 2 2 1 5 5 4

DSP BlackRock India T.I.G.E.R. Fund 3 3 4 4 2 3
HDFC Infrastructure Fund 3 2 5 1 3 5
ICICI Prudential Infrastructure Fund 3 3 3 2 3 4
JM Basic Fund 3 3 3 3 4 1
Tata Infrastructure Fund 3 4 2 4 3 3

IDFC Infrastructure Fund 4 5 3 3 5 1
Sundaram Infrastructure Advantage Fund 4 4 2 3 2 3
UTI Infrastructure Fund 4 3 3 3 3 3

Reliance Diversified Power Sector Fund 5 4 4 5 3 5
SBI Infrastructure Fund 5 5 4 3 4 4
# From January 31, 2015, the right to manage and administer all the Schemes of PBI MF will be transferred from PineBridge Investments Asset Management Company (India) Private Limited ("PBI AMC") to Kotak Mahindra Asset Management Company Limited ("Kotak AMC")
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Consistent Performers - Equity funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Mean Return Volatility CRISIL Rank Performance
Weightages

35% 15% 50%
Birla Sun Life India GenNext Fund 1 2 2 1
Birla Sun Life MNC Fund 1 1 1 1
Birla Sun Life Top 100 Fund 1 2 3 1
Franklin India High Growth Companies Fund 1 1 3 2
ICICI Prudential Exports and Other Services Fund 1 1 3 2
Reliance Equity Opportunities Fund 1 2 3 1
Tata Ethical Fund 1 3 1 1
UTI Equity Fund 1 3 2 1
UTI MNC Fund 1 1 1 1

Birla Sun Life Frontline Equity Fund 2 3 3 2
Birla Sun Life Infrastructure Fund 2 3 5 1
BNP Paribas Equity Fund 2 3 2 2
DSP BlackRock India T.I.G.E.R. Fund 2 4 5 2
Franklin India Prima Fund 2 1 1 3
Franklin India Prima Plus 2 2 1 2
ICICI Prudential Dynamic Plan 2 3 1 2
ICICI Prudential Value Discovery Fund 2 1 3 2
IDFC Premier Equity Fund 2 2 1 2
JPMorgan India Mid and Small Cap Fund 2 1 3 2
L&T Equity Fund 2 3 3 2
L&T India Large Cap Fund 2 3 3 2
L&T India Special Situations Fund 2 2 2 2
SBI Blue Chip Fund 2 3 2 2
SBI Emerging Businesses Fund 2 2 2 2
SBI Magnum Global Fund 2 2 1 3
Tata Dividend Yield Fund 2 3 2 2
UTI Mid Cap Fund 2 1 3 3
UTI Opportunities Fund 2 3 2 1

Birla Sun Life Dividend Yield Plus 3 3 2 3
Birla Sun Life Equity Fund 3 3 3 3
Canara Robeco Equity Diversified 3 3 3 2
DSP BlackRock Equity Fund 3 3 4 3
DSP BlackRock Opportunities Fund 3 3 3 3
DSP BlackRock Small and Midcap Fund 3 2 4 3
Franklin India Bluechip Fund 3 4 3 3
Franklin India Flexi Cap Fund 3 2 3 3
Franklin India Opportunities Fund 3 3 3 3
HDFC Capital Builder Fund 3 2 2 3
HDFC Equity Fund 3 3 4 3
HDFC Growth Fund 3 4 3 3
HDFC Top 200 Fund 3 3 5 2
HSBC India Opportunities Fund 3 3 3 3
ICICI Prudential Infrastructure Fund 3 4 5 3
ICICI Prudential MidCap Fund 3 2 3 5
ICICI Prudential Top 100 Fund 3 3 3 2
ICICI Prudential Top 200 Fund 3 3 3 3
JPMorgan India Equity Fund 3 3 3 3
Kotak Midcap 3 2 3 3
Kotak Opportunities 3 3 3 3
PineBridge India Equity Fund # 3 2 1 3
Principal Growth Fund 3 3 4 3
Principal Large Cap Fund 3 3 3 3
Reliance Mid & Small Cap Fund 3 2 3 4
Reliance Top 200 Fund 3 3 4 3
SBI Magnum Equity Fund 3 3 3 3
SBI Magnum Midcap Fund 3 1 2 3
SBI Magnum Multiplier Plus Scheme 1993 3 3 3 3
Sundaram Select Midcap 3 2 3 3
Tata Equity Opportunities Fund 3 3 2 3
Tata Equity PE Fund 3 2 3 3
Tata Pure Equity Fund 3 4 2 3
Taurus Starshare 3 4 4 3
UTI Dividend Yield Fund 3 4 2 3
UTI Mastershare Unit Scheme 3 3 2 3
UTI Top 100 Fund 3 4 2 3

Baroda Pioneer Growth Fund 4 4 4 4
Birla Sun Life Advantage Fund 4 3 4 4
Birla Sun Life Midcap Fund 4 2 3 5
DSP BlackRock Top 100 Equity Fund 4 4 4 4
HDFC Core and Satellite Fund 4 4 4 4
HDFC Large Cap Fund 4 5 2 4
HDFC Premier MultiCap Fund 4 4 4 4
IDFC Classic Equity Fund 4 4 2 4
JM Basic Fund 4 5 5 3
Kotak 50 4 4 3 4
Reliance Growth Fund 4 3 4 3
Reliance Regular Savings Fund - Equity 4 3 4 4
Reliance Vision Fund 4 3 4 5
SBI Magnum MultiCap Fund 4 3 3 4
Sundaram Rural India Fund 4 3 3 4
Sundaram S M I L E Fund 4 2 5 5
Tata Infrastructure Fund 4 5 5 4
Templeton India Growth Fund 4 4 3 4
UTI Leadership Equity Fund 4 4 3 4

HSBC Equity Fund 5 4 4 5
IDFC Imperial Equity Fund 5 5 3 4
Reliance Diversified Power Sector Fund 5 5 5 5
Reliance Focused Large Cap Fund 5 4 4 5
SBI Contra Fund 5 4 2 5
Sundaram Growth Fund 5 5 4 4
Sundaram Infrastructure Advantage Fund 5 5 4 4
Sundaram Select Focus 5 5 4 5
UTI Infrastructure Fund 5 5 5 4
# From January 31, 2015, the right to manage and administer all the Schemes of PBI MF will be transferred from PineBridge Investments Asset Management Company (India) Private Limited ("PBI AMC") to Kotak Mahindra Asset Management Company Limited ("Kotak AMC")
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Equity Linked Savings Scheme (ELSS) (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

50% 30% 10% 5% 5%
Axis Long Term Equity Fund 1 1 2 4 4 4
Reliance Tax Saver Fund 1 1 5 3 3 5

Birla Sun Life Tax Relief 96 2 2 3 3 3 5
BNP Paribas Long Term Equity Fund 2 3 2 3 3 2
Franklin India Taxshield Fund 2 3 1 3 2 3
Religare Invesco Tax Plan 2 3 1 2 3 2

Birla Sun Life Tax Plan 3 2 2 3 3 3
DSP BlackRock Tax Saver Fund 3 3 3 3 1 3
HSBC Tax Saver Equity Fund 3 3 4 4 3 2
ICICI Prudential Tax Plan 3 2 3 5 4 3
IDFC Tax Advantage Fund 3 3 3 2 5 3
Kotak Tax Saver Scheme 3 3 3 3 3 3
Principal Tax Saving Fund 3 2 5 2 1 1
SBI Magnum Tax Gain Scheme 1993 3 3 3 3 3 4
Tata Tax Saving Fund 3 4 3 1 2 1
UTI Equity Tax Saving Plan 3 5 2 1 3 3

Canara Robeco Equity Tax Saver 4 4 3 3 3 3
HDFC Tax Saver Fund 4 3 4 4 4 4
L&T Tax Advantage Fund 4 4 3 3 2 3
Principal Personal Tax Saver 4 5 4 4 4 2

HDFC Long Term Advantage Fund 5 3 3 5 5 4
Sundaram Taxsaver 5 4 4 2 2 3
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Index funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank
Weightages

Goldman Sachs Nifty Exchange Traded Scheme (GS Nifty BeES) 1

Kotak Nifty ETF 2
R* Shares Nifty ETF 2

HDFC Index Fund - Nifty Plan 3
HDFC Index Fund - Sensex Plan 3
IDBI Nifty Index Fund 3
Reliance Index Fund - Nifty Plan 3
SBI Nifty Index Fund 3
UTI Nifty Index Fund 3

Franklin India Index Fund - NSE Nifty Plan 4
ICICI Prudential Index Fund - Nifty Plan 4

Birla Sun Life Index Fund 5
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Balanced funds (Cluster ranks are arranged alphabetically)
  Dec - 14 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
HDFC Balanced Fund 1 1 2 2 1 2 4
Tata Balanced Fund 1 1 3 3 1 2 3

Birla Sun Life 95 Fund 2 2 5 1 3 4 3
ICICI Prudential Balanced Fund 2 2 5 2 1 4 3
SBI Magnum Balanced Fund 2 2 3 3 1 5 5

Canara Robeco Balance 3 3 3 2 1 1 2
DSP BlackRock Balanced Fund 3 3 3 4 1 2 4
Franklin India Balanced Fund 3 3 1 3 1 5 2
HDFC Prudence Fund 3 3 3 4 1 3 5
Reliance Regular Savings Fund - Balanced 3 3 4 5 1 1 4

ICICI Prudential Balanced Advantage Fund 4 4 1 5 1 3 3
JM Balanced Fund 4 4 4 4 1 3 2
UTI Balanced Fund 4 4 2 3 1 3 3

BARODA PIONEER Balance Fund 5 5 2 3 1 3 1
Kotak Balance 5 5 4 1 1 4 1
K = Equity Component in Hybrid Funds
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Consistent Performers - Balanced funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Superior Return Score CRISIL Rank Performance
Weightages

50% 50%
ICICI Prudential Balanced Fund 1 1 1

HDFC Balanced Fund 2 2 2
HDFC Prudence Fund 2 2 2
Tata Balanced Fund 2 2 2

Birla Sun Life 95 Fund 3 3 3
Canara Robeco Balance 3 3 3
ICICI Prudential Balanced Advantage Fund 3 3 3
Reliance Regular Savings Fund - Balanced 3 4 3
SBI Magnum Balanced Fund 3 3 3

DSP BlackRock Balanced Fund 4 4 4
Franklin India Balanced Fund 4 3 4
Kotak Balance 4 5 4

UTI Balanced Fund 5 4 5
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Monthly Income Plan - Aggressive (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Superior Return Score Industry Concentration Company Concentration Debt Asset Quality Debt Liquidity Equity Liquidity Modified Duration
Weightages

60% 5% 5% 17.5% 7.5%*(100-K) 7.5%*K 5%
Birla Sun Life MIP II - Wealth 25 Plan 1 1 5 4 1 3 4 4
ICICI Prudential MIP 25 1 1 3 2 1 4 4 3

HDFC Monthly Income Plan - LTP 2 2 3 3 1 3 5 5
Reliance Monthly Income Plan 2 2 4 2 1 4 5 3
UTI MIS Advantage Plan 2 2 3 3 1 4 3 3

Canara Robeco Monthly Income Plan 3 3 3 4 1 2 2 2
Franklin India Monthly Income Plan 3 3 2 3 2 5 3 4
HSBC MIP - Savings 3 3 3 3 1 1 3 5
IDFC Monthly Income Plan 3 3 3 3 1 2 3 4
Kotak Monthly Income Plan 3 3 2 5 1 3 2 2
Tata MIP Plus Fund 3 3 1 1 1 1 3 3

BNP Paribas Monthly Income Plan 4 4 2 1 1 3 2 3
DSP BlackRock MIP Fund 4 4 4 3 1 2 3 3
HDFC Monthly Income Plan - STP 4 4 1 2 2 3 4 2

LIC Nomura MF Monthly Income Plan 5 5 5 5 1 3 1 1
Peerless Income Plus Fund 5 5 4 4 2 5 1 1
K = Equity Component in Hybrid Funds
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Long Term Gilt funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Superior Return Score Modified Duration Liquidity
Weightages

75% 10% 15.0%
L&T Gilt 1 2 3 1
SBI Magnum Gilt Fund - Long Term 1 1 3 3

IDFC G Sec Fund - PF Plan 2 3 3 2
Reliance Gilt Securities Fund 2 2 3 1
UTI Gilt Advantage Fund - Long Term Plan 2 1 5 3

Birla Sun Life Govt Securities - Long Term Plan 3 3 4 3
Franklin India Government Securities Fund - Composite Plan 3 3 4 3
Franklin India Government Securities Fund - Long Term Plan 3 3 4 4
HDFC Gilt Fund - Long Term Plan 3 3 3 3
ICICI Prudential Gilt - Investment - PF Option 3 2 5 3
IDFC G Sec Fund - Investment Plan 3 3 3 2
Tata Gilt Mid Term Fund 3 3 1 4
Tata Gilt Securities Fund 3 3 2 3

BARODA PIONEER Gilt Fund 4 4 2 5
DWS Gilt Fund 4 4 1 5
ICICI Prudential Long Term Gilt Fund 4 4 3 4

DSP BlackRock Govt Sec Fund 5 5 3 2
Kotak Gilt - Investment 5 5 2 3
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Long Term Income funds (Cluster ranks are arranged alphabetically)
  Dec - 14 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%
BNP Paribas Flexi Debt Fund 1 1 3 4 4 3 1
HDFC High Interest Fund - Dynamic Plan 1 1 4 1 1 3 1
Reliance Dynamic Bond Fund 1 1 4 1 1 3 1

Canara Robeco Dynamic Bond Fund 2 2 3 4 1 3 1
DSP BlackRock Strategic Bond Fund 2 2 3 1 1 3 1
HDFC Income Fund 2 3 3 1 1 3 1
IDFC Dynamic Bond Fund 2 2 5 1 1 1 1
IDFC Super Saver Income Fund - Investment Plan 2 3 5 1 1 1 1
UTI Bond Fund 2 2 5 3 1 4 1

Axis Dynamic Bond Fund 3 3 3 3 1 3 1
Birla Sun Life Income Plus 3 3 4 3 1 3 1
Canara Robeco Income 3 3 3 3 1 3 1
HSBC Flexi Debt Fund 3 3 3 1 1 2 1
ICICI Prudential Income Opportunities Fund 3 3 2 4 4 2 1
ICICI Prudential Income Plan 3 3 4 1 1 4 1
JPMorgan India Active Bond Fund 3 3 1 4 1 1 1
Kotak Bond 3 3 3 3 1 5 1
L&T Flexi Bond Fund 3 2 3 5 1 3 1
Principal Income Fund - Long Term Plan 3 4 3 3 1 2 1
Reliance Income Fund 3 3 4 1 1 4 1
Sundaram Flexible Fund - Flexible Income Plan 3 3 2 4 1 2 1
Tata Income Fund 3 3 2 3 1 4 1
UTI-Dynamic Bond Fund 3 2 2 5 5 3 1

DSP BlackRock Bond Fund 4 3 3 3 1 5 5
DWS Premier Bond Fund 4 5 1 3 1 2 1
HSBC Income Fund - Investment Plan 4 4 3 1 1 2 1
LIC Nomura MF Bond Fund 4 4 2 4 5 5 1
SBI Dynamic Bond Fund 4 4 4 1 1 3 1
Sundaram Bond Saver 4 4 3 1 1 3 1

L&T Triple Ace Bond Fund 5 5 2 3 5 3 1
Religare Invesco Active Income Fund 5 4 1 5 1 4 1
SBI Magnum Income Fund 5 5 3 3 4 4 1
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Consistent Performers - Debt funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Superior Return Score CRISIL Rank Performance
Weightages

50% 50%
IDFC Dynamic Bond Fund 1 1 1
UTI Bond Fund 1 2 1

HDFC High Interest Fund - Dynamic Plan 2 1 2
HSBC Flexi Debt Fund 2 3 2
Kotak Bond 2 2 3

Birla Sun Life Income Plus 3 3 3
BNP Paribas Flexi Debt Fund 3 3 3
Canara Robeco Income 3 3 3
HDFC Income Fund 3 3 3
IDFC Super Saver Income Fund - Investment Plan 3 2 3
Reliance Income Fund 3 3 4
SBI Magnum Income Fund 3 4 2

ICICI Prudential Income Plan 4 3 5
Religare Invesco Active Income Fund 4 4 3
Tata Income Fund 4 4 4

DSP BlackRock Bond Fund 5 5 5
LIC Nomura MF Bond Fund 5 5 4
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Short Term Income Funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Mean Return Volatility Company Concentration Sectoral Concentration Asset Quality Modified Duration Liquidity
Weightages

42.5% 15.0% 5.0% 5.0% 15.0% 7.5% 10.0%
HDFC Short Term Opportunities Fund 1 4 1 3 3 1 1 2
L&T Short Term Opportunities Fund 1 3 3 4 1 1 2 1

Axis Short Term Fund 2 4 2 3 3 1 2 3
Birla Sun Life Short Term Fund 2 3 3 3 1 1 3 3
DWS Short Maturity Fund 2 3 2 1 1 1 2 5
JPMorgan India Banking and PSU Debt Fund 2 2 4 5 1 1 3 1
Tata Short Term Bond Fund 2 3 3 2 1 1 3 3

DSP BlackRock Banking & PSU Debt Fund 3 3 4 4 1 1 4 2
HDFC High Interest Fund - Short Term Plan 3 2 4 1 3 1 4 4
HDFC Medium Term Opportunities Fund 3 3 3 4 4 1 3 2
HSBC Income Fund - Short Term Plan 3 5 2 3 1 1 3 3
IDFC Super Saver Income Fund - Medium Term 3 1 5 3 1 1 5 2
IDFC Super Saver Income Fund - Short Term 3 5 2 4 1 1 3 2
JPMorgan India Short Term Income Fund 3 4 1 5 3 1 1 3
Kotak Bond Short Term Plan 3 4 3 3 3 1 2 4
UTI Short Term Income Fund 3 2 3 1 3 1 4 4

ICICI Prudential Short Term Plan 4 1 5 1 5 1 4 4
Reliance Short Term Fund 4 2 4 1 4 1 4 3
Religare Invesco Short Term Fund 4 4 4 4 1 1 5 3
SBI Short Term Debt Fund 4 3 3 3 4 1 3 3
Sundaram Select Debt ST Asset Plan 4 3 3 3 4 1 3 3

DSP BlackRock Short Term Fund 5 3 3 3 5 2 3 4
HDFC Short Term Plan 5 2 2 1 4 5 2 5
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Credit Opportunities Funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Mean Return Volatility Asset Size Company Concentration Sectoral Concentration Asset Quality Modified Duration Liquidity
Weightages

45.0% 10.0% 5.0% 7.5% 5.0% 10.0% 7.5% 10.0%
Franklin India Short Term Income Plan 1 2 2 1 3 1 5 3 3

Franklin India Corporate Bond Opportunities Fund 2 2 3 2 1 3 5 4 4
Franklin India Income Builder Account 2 1 5 3 1 2 4 5 5
Franklin India Income Opportunities Fund 2 3 2 3 1 3 5 4 4

Birla Sun Life Medium Term Plan 3 3 3 3 3 5 5 3 3
Birla Sun Life Short Term Opportunities Fund 3 3 4 3 3 3 3 3 1
ICICI Prudential Regular Savings Fund 3 4 3 2 1 3 5 3 3
L&T Income Opportunities Fund 3 3 3 4 4 4 3 2 3
Reliance Regular Savings Fund - Debt 3 4 2 2 4 3 5 2 2
UTI Income Opportunities Fund 3 3 3 4 1 2 3 3 4

ICICI Prudential Corporate Bond Fund 4 2 4 3 5 2 3 4 2
Kotak Income Opportunities Fund 4 4 1 4 3 4 5 2 3
Pramerica Credit Opportunities Fund 4 3 4 5 3 3 5 1 3

DSP BlackRock Income Opportunities Fund 5 5 3 3 4 4 4 3 2
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Ultra Short-term Debt funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Mean Return Volatility Asset Size Modified Duration DRP Asset Quality Company Concentration Liquidity
Weightages

35.7% 20.0% 5.0% 7.5% 5.0% 10.0% 5.0% 10.0%
ICICI Prudential Flexible Income Plan 1 2 3 1 3 2 1 1 3
Kotak Banking and PSU Debt Fund 1 3 1 5 1 3 1 5 2
Religare Invesco Credit Opportunities Fund 1 2 3 3 1 1 1 1 5
UTI Treasury Advantage Fund 1 2 3 2 3 3 1 3 3

Axis Banking Debt Fund 2 3 4 5 1 4 1 4 1
Birla Sun Life Savings Fund 2 1 3 1 3 2 1 1 3
DWS Treasury Fund - Investment Plan 2 4 3 4 2 4 1 3 2
DWS Ultra Short Term Fund 2 2 3 3 2 2 1 1 3
HDFC Floating Rate Income Fund - Short Term Plan 2 2 3 2 3 1 1 1 3
Reliance Money Manager Fund 2 4 2 1 3 3 1 3 3
Sundaram Flexible Fund - Short Term Plan 2 3 4 3 2 4 1 4 1

Axis Treasury Advantage Fund 3 5 1 4 3 5 1 1 3
Baroda Pioneer Treasury Advantage Fund 3 3 3 4 2 3 1 3 4
Birla Sun Life Floating Rate Fund - Long Term 3 1 4 4 4 2 1 4 2
DSP BlackRock Money Manager Fund 3 4 2 3 3 4 1 3 4
HDFC Cash Management Fund - Treasury Advantage Plan 3 5 2 1 4 3 1 1 3
IDFC Money Manager Fund - Investment Plan 3 3 4 3 2 4 1 5 1
IDFC Money Manager Fund - Treasury Plan 3 5 2 4 3 5 1 3 2
IDFC Ultra Short Term Fund 3 3 3 3 3 2 1 3 3
JM Money Manager Fund - Super Plus Plan 3 3 2 4 4 3 1 4 2
JPMorgan India Treasury Fund 3 3 3 3 2 2 1 5 3
L&T Ultra Short Term Fund 3 3 3 3 4 3 1 3 3
SBI Ultra Short Term Debt Fund 3 3 3 2 3 3 1 3 3
Sundaram Ultra Short Term Fund 3 4 2 3 3 3 1 3 3
Tata Floater Fund 3 3 2 3 3 3 1 3 3
UTI Floating Rate Fund - STP 3 4 1 2 3 5 1 4 2

Birla Sun Life Cash Manager 4 3 3 2 4 3 1 1 4
Franklin India Ultra Short Bond Fund 4 1 4 2 3 1 2 1 5
IDFC Banking Debt Fund 4 3 4 4 2 4 1 5 1
Kotak Floater - Long Term 4 2 3 3 5 2 1 3 4
Principal Debt Opportunities Fund 4 5 1 5 1 5 1 1 4
Reliance Medium Term Fund 4 3 4 3 5 3 1 4 2
Religare Invesco Ultra Short Term Fund 4 4 3 2 3 3 1 1 5

Franklin India Low Duration Fund 5 1 5 3 5 1 4 1 5
ICICI Prudential Savings Fund 5 3 5 3 4 3 2 1 4
ICICI Prudential Ultra Short Term Plan 5 2 5 3 4 3 1 4 3
LIC NOMURA MF Savings Plus Fund 5 4 5 5 5 4 1 3 4
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Liquid funds (Cluster ranks are arranged alphabetically)
  Dec - 14 Rank Mean Return Volatility Asset Size DRP Asset Quality Company Concentration Liquidity
Weightages

42.5% 20.0% 5.0% 5.0% 10.0% 5.0% 12.5%
Canara Robeco Liquid 1 4 1 4 4 1 1 3
DSP BlackRock Liquidity Fund 1 3 2 2 3 1 3 1
SBI Premier Liquid Fund 1 4 2 1 4 1 1 3
Union KBC Liquid Fund 1 4 1 4 4 1 1 3

Axis Liquid Fund 2 2 2 2 2 1 3 3
DWS Insta Cash Plus Fund 2 3 3 3 3 1 1 3
HSBC Cash Fund 2 3 2 4 3 1 4 4
ICICI Prudential Liquid Plan 2 2 3 1 1 1 4 2
ICICI Prudential Money Market Fund 2 2 2 3 2 1 1 2
Pramerica Liquid Fund 2 2 1 5 2 1 3 5
Religare Invesco Liquid Fund 2 2 2 2 1 1 1 4
Sundaram Money Fund 2 3 2 3 2 1 3 2

BOI AXA Liquid Fund 3 4 3 4 5 1 3 3
HDFC Cash Management Fund - Savings Plan 3 4 3 2 4 1 3 3
HDFC Liquid Fund 3 3 3 2 3 1 1 3
IDBI Liquid Fund 3 5 3 3 4 1 1 2
IDFC Cash Fund 3 3 3 2 3 1 3 3
Indiabulls Liquid Fund 3 1 4 4 2 1 1 2
Kotak Floater - Short Term 3 3 3 3 3 1 5 3
L&T Liquid Fund 3 3 3 3 3 1 4 2
LIC Nomura MF Liquid Fund 3 4 3 3 4 1 3 4
Reliance Liquid Fund - Treasury Plan 3 3 4 1 3 1 1 3
Reliance Liquidity Fund 3 4 3 3 4 1 4 2
SBI Magnum InstaCash 3 4 2 4 4 1 3 4
Tata Liquid Fund 3 5 1 4 5 1 4 4
Tata Money Market Fund 3 3 3 3 3 1 3 3
Taurus Liquid Fund 3 1 3 3 1 1 3 5
UTI Liquid Cash Plan 3 3 4 2 3 1 1 3

Birla Sun Life Cash Plus 4 2 4 1 3 1 5 4
Birla Sun Life Floating Rate Fund - Short Term 4 2 4 3 3 1 4 4
DWS Treasury Fund - Cash Plan 4 5 4 5 5 1 3 1
JM High Liquidity Fund 4 2 4 3 2 1 4 3
JPMorgan India Liquid Fund 4 3 3 3 3 1 5 1
Kotak Liquid 4 3 4 2 2 1 5 1
Principal Cash Management Fund 4 3 3 5 2 1 4 4
UTI Money Market Fund 4 3 3 3 3 1 1 5

Baroda Pioneer Liquid Fund 5 3 5 3 3 1 1 3
Franklin India Treasury Management Account 5 1 5 3 3 1 3 5
Peerless Liquid Fund 5 1 5 5 1 1 3 3
Reliance Liquid Fund - Cash Plan 5 5 5 4 5 1 3 2
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