CRISIL Mutual Fund Ranking List : Quarter Ended December 2013

Mutual Fund Ranking Report
 
Large Cap-oriented Equity funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages       50% 25% 10% 5% 10%
Birla Sun Life Top 100 Fund 1 2 1 3 2 1 2
Canara Robeco Large Cap+ Fund 1 1 2 1 3 3 1
ICICI Prudential Top 100 Fund 1 2 1 3 4 4 3
UTI India Lifestyle Fund 1 2 1 2 3 1 3

Axis Equity Fund 2 2 1 3 4 3 4
Birla Sun Life Frontline Equity Fund 2 2 2 3 2 1 4
BNP Paribas Equity Fund 2 1 2 1 1 2 3
ICICI Prudential Focused Bluechip Equity Fund 2 1 2 3 4 3 4
Quantum Long-Term Equity Fund 2 2 2 2 1 2 3
SBI Blue Chip Fund 2 2 2 3 2 2 3
UTI Equity Fund 2 2 2 2 2 1 4
UTI Opportunities Fund 2 1 2 2 2 2 5

Canara Robeco Equity Diversified 3 3 3 1 1 2 3
Franklin India Bluechip Fund 3 3 3 3 3 3 4
ICICI Prudential Top 200 Fund 3 3 3 4 3 3 4
IDFC Equity Fund 3 3 3 4 5 5 2
JPMorgan India Equity Fund 3 3 4 3 4 3 1
L&T Equity Fund 3 3 3 2 2 2 4
L&T India Large Cap Fund 3 3 3 3 3 3 2
Principal Large Cap Fund 3 3 4 3 3 3 2
Reliance Focused Large Cap Fund 3 4 3 5 2 3 3
SBI Magnum Equity Fund 3 3 3 3 4 4 3
Tata Pure Equity Fund 3 3 3 2 2 3 2
UTI Leadership Equity Fund 3 3 3 3 3 4 2
UTI Master Plus Unit Scheme 3 3 3 3 3 3 3
UTI Mastershare Unit Scheme 3 3 3 2 3 3 5
UTI Top 100 Fund 3 3 3 2 3 3 3

DSP BlackRock Top 100 Equity Fund 4 4 3 4 3 4 4
HDFC Top 200 Fund 4 5 3 5 4 3 5
HSBC Equity Fund 4 4 4 4 3 4 3
IDFC Imperial Equity Fund 4 4 4 3 5 5 1
Kotak 50 4 4 4 3 5 4 3
LIC Nomura MF Equity Fund 4 4 4 4 3 5 3
Sundaram Select Focus 4 5 4 4 4 4 2
UTI Dividend Yield Fund 4 4 4 1 3 2 5

Baroda Pioneer Growth Fund 5 5 5 4 3 2 1
HDFC Focused Large-Cap Fund 5 NA 5 4 4 5 2
JM Multi Strategy Fund 5 NA 5 5 5 3 3
UTI Contra Fund 5 5 5 5 1 4 3
  Top
Diversified Equity funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages       50% 25% 10% 5% 10%
Birla Sun Life India GenNext Fund 1 1 1 2 5 2 2
ICICI Prudential Dynamic Plan 1 1 1 2 2 1 4
ICICI Prudential Exports and Other Services Fund 1 1 1 2 5 4 3
Tata Ethical Fund 1 1 1 1 4 4 2
UTI MNC Fund 1 1 1 1 4 4 4

Birla Sun Life Long Term Advantage Fund 2 2 3 3 3 2 1
Franklin India High Growth Companies Fund 2 2 2 2 1 4 3
Franklin India Prima Plus 2 2 2 2 3 3 4
Kotak Select Focus Fund 2 2 2 3 4 3 1
L&T India Special Situations Fund 2 2 2 2 2 1 3
Mirae Asset India Opportunities Fund 2 2 2 3 3 3 3
Principal Growth Fund 2

3 2 5 2 1 2
Reliance Equity Opportunities Fund 2

3 2 3 3 2 5
Tata Equity Opportunities Fund 2 2 2 2 3 3 3
UTI-Services Industries Fund 2

3 2 4 5 5 3

Birla Sun Life Advantage Fund 3

4 3 5 3 1 3
Birla Sun Life Equity Fund 3 3 3 3 2 2 3
DSP BlackRock Opportunities Fund 3 3 3 3 3 1 2
DWS Investment Opportunity Fund 3 NA 4 3 3 3 1
Franklin India Flexi Cap Fund 3 3 3 3 2 5 4
HDFC Capital Builder Fund 3 3 3 2 4 3 3
HSBC India Opportunities Fund 3 3 3 3 3 4 2
IDFC Classic Equity Fund 3 2 3 2 3 4 1
Kotak Opportunities 3 3 3 3 4 3 2
Morgan Stanley A.C.E. Fund 3 3 3 3 3 3 3
Morgan Stanley Growth Fund 3 3 3 3 1 4 3
PineBridge India Equity Fund 3 2 3 1 3 5 3
Reliance Top 200 Fund 3 3 3 4 2 3 3
SBI Magnum MultiCap Fund 3 3 3 3 3 2 3
SBI Magnum Multiplier Plus Scheme 1993 3 3 2 3 2 3 4
Sundaram Growth Fund 3 3 5 4 3 3 1
Tata Dividend Yield Fund 3 2 3 1 4 2 3
Taurus Starshare 3 3 3 5 4 3 2

Birla Sun Life Dividend Yield Plus 4 3 4 1 3 2 4
Birla Sun Life Special Situations Fund 4 4 4 4 2 2 2
DSP BlackRock Equity Fund 4 4 3 3 2 3 4
DSP BlackRock Focus 25 Fund 4 4 4 4 2 5 2
Franklin India Opportunities Fund 4 3 4 4 3 3 2
HDFC Equity Fund 4 4 3 5 4 3 5
Reliance Growth Fund 4 4 4 4 1 3 5
Reliance Regular Savings Fund - Equity 4 4 4 4 1 2 4
SBI Contra Fund 4 4 5 2 3 3 5
Tata Equity PE Fund 4 4 4 3 4 3 3

HDFC Core and Satellite Fund 5 5 5 4 4 4 3
HDFC Growth Fund 5 4 4 4 3 4 4
HDFC Premier MultiCap Fund 5 5 5 3 5 4 3
Reliance Vision Fund 5 5 5 5 1 2 5
Templeton India Growth Fund 5 5 4 3 5 5 4
  Top
Small and Mid-cap Equity funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages       50% 25% 10% 5% 10%
Birla Sun Life MNC Fund 1 1 1 1 5 5 3
Franklin India Smaller Companies Fund 1 2 1 3 2 3 3
Mirae Asset Emerging Bluechip Fund 1 1 1 3 3 2 2

Franklin India Prima Fund 2 2 2 2 2 2 3
HDFC Mid-Cap Opportunities Fund 2 3 2 2 4 2 4
JPMorgan India Smaller Companies Fund 2 3 3 3 3 1 1
SBI Magnum Global Fund 2 2 2 1 4 3 4
SBI Magnum Midcap Fund 2 3 2 3 3 4 3

DSP BlackRock Small and Midcap Fund 3 4 3 4 2 4 3
ICICI Prudential Discovery Fund 3

2 3 3 3 1 4
IDFC Premier Equity Fund 3

2 3 1 4 3 5
IDFC Sterling Equity Fund 3 3 3 2 1 3 3
Principal Emerging Bluechip Fund 3 3 3 5 3 2 1
Reliance Small Cap Fund 3 3 2 2 4 4 3
SBI Emerging Businesses Fund 3

1 3 3 5 5 5
Sundaram Select Midcap 3 3 3 3 3 4 4
Tata Mid Cap Growth Fund 3 3 3 2 2 3 2
UTI Master Value Fund 3 3 3 4 1 2 3
UTI Thematic - Mid Cap Fund 3 3 3 4 1 3 2

DSP BlackRock Micro Cap Fund 4 4 4 3 3 4 4
ICICI Prudential MidCap Fund 4 5 4 3 4 5 3
Kotak Midcap 4 5 4 5 3 1 2
Reliance Long Term Equity Fund 4 4 4 3 2 3 5
Sundaram Rural India Fund 4

3 4 4 5 3 1

Birla Sun Life Midcap Fund 5

4 5 3 3 3 3
Sundaram Equity Multiplier Fund 5

4 5 4 3 3 2
Sundaram S M I L E Fund 5 5 5 5 3 3 3
  Top
Thematic - Infrastructure funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages       50% 25% 10% 5% 10%
Birla Sun Life Infrastructure Fund 1 2 1 3 3 2 3

DSP BlackRock India T.I.G.E.R. Fund 2 3 2 3 3 1 3
JM Basic Fund 2 2 2 5 3 3 1

ICICI Prudential Infrastructure Fund 3 1 3 3 2 3 4
SBI Infrastructure Fund 3 3 4 3 1 5 4
Sundaram Select Thematic Funds Energy Opportunities 3 3 3 2 5 3 2
Tata Infrastructure Fund 3 3 3 2 3 4 2
UTI Infrastructure Fund 3 3 3 3 2 3 3

HDFC Infrastructure Fund 4 4 3 4 3 4 3
Sundaram CAPEX Opportunities Fund 4 4 5 1 4 3 3

Reliance Diversified Power Sector Fund 5 5 4 4 4 2 5
  Top
Consistent Performers - Equity funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 Rank Mean Return Volatility CRISIL Rank Performance
Weightages       35% 15% 50%
Birla Sun Life India GenNext Fund 1 1 2 2 1
Birla Sun Life MNC Fund 1 NA 1 1 1
ICICI Prudential Discovery Fund 1 1 1 2 2
IDFC Premier Equity Fund 1 1 1 1 2
Reliance Equity Opportunities Fund 1 1 1 3 1
SBI Emerging Businesses Fund 1 1 1 2 1
UTI Equity Fund 1 1 2 2 1
UTI MNC Fund 1 NA 1 1 1
UTI Opportunities Fund 1 1 2 3 1

Birla Sun Life Dividend Yield Plus 2 2 3 1 2
Birla Sun Life Frontline Equity Fund 2 1 2 3 1
Birla Sun Life Top 100 Fund 2 2 2 3 2
Canara Robeco Equity Diversified 2 2 2 2 2
DSP BlackRock Small and Midcap Fund 2 2 2 3 2
Franklin India Bluechip Fund 2 2 3 3 2
HDFC Capital Builder Fund 2 2 2 2 3
HDFC Equity Fund 2 2 3 4 2
HDFC Top 200 Fund 2 2 3 5 2
ICICI Prudential Dynamic Plan 2 2 2 1 2
ICICI Prudential Exports and Other Services Fund 2 2 1 3 3
L&T Equity Fund 2 2 3 2 1
SBI Magnum Global Fund 2 2 1 1 3
Tata Dividend Yield Fund 2 2 2 1 2
Tata Ethical Fund 2 2 2 1 2
UTI Dividend Yield Fund 2 2 3 1 2
UTI Master Value Fund 2 2 2 2 2

Birla Sun Life Infrastructure Fund 3 3 5 5 2
BNP Paribas Equity Fund 3 3 3 2 3
DSP BlackRock Equity Fund 3 3 3 3 3
DSP BlackRock India T.I.G.E.R. Fund 3 3 5 5 2
DSP BlackRock Opportunities Fund 3 3 3 3 3
DSP BlackRock Top 100 Equity Fund 3 3 3 3 3
Franklin India Flexi Cap Fund 3 3 3 3 3
Franklin India Prima Fund 3 3 2 2 3
Franklin India Prima Plus 3 2 3 2 2
HDFC Core and Satellite Fund 3 4 4 3 3
HDFC Growth Fund 3 3 4 3 3
HDFC Premier MultiCap Fund 3 4 4 3 3
HSBC India Opportunities Fund 3 3 3 2 3
ICICI Prudential Infrastructure Fund 3 3 5 4 3
ICICI Prudential Top 100 Fund 3 3 2 3 3
ICICI Prudential Top 200 Fund 3 3 3 4 3
Kotak Midcap 3 3 3 3 3
Kotak Opportunities 3 3 3 3 3
Morgan Stanley Growth Fund 3 NA 3 3 4
Principal Large Cap Fund 3 3 3 3 3
Reliance Growth Fund 3 3 4 3 3
Reliance Regular Savings Fund - Equity 3 3 3 4 3
SBI Blue Chip Fund 3 3 3 3 3
SBI Magnum Equity Fund 3 3 3 3 3
SBI Magnum Midcap Fund 3 4 1 3 4
SBI Magnum Multiplier Plus Scheme 1993 3 3 3 3 3
Sundaram Select Midcap 3 3 2 3 3
Tata Equity Opportunities Fund 3 3 3 3 3
Tata Equity PE Fund 3 3 3 3 3
Tata Pure Equity Fund 3 3 3 3 3
Taurus Starshare 3 3 3 4 3
Templeton India Growth Fund 3 3 3 3 3
UTI Mastershare Unit Scheme 3 3 3 2 3
UTI Thematic - Mid Cap Fund 3 3 2 2 3
UTI-Services Industries Fund 3 3 2 4 3

Birla Sun Life Advantage Fund 4 4 4 4 5
Birla Sun Life Equity Fund 4 4 3 4 4
Birla Sun Life Midcap Fund 4 4 3 2 4
Franklin India Opportunities Fund 4 4 4 4 5
HSBC Equity Fund 4 4 4 3 5
ICICI Prudential MidCap Fund 4 5 3 2 5
IDFC Classic Equity Fund 4 4 4 3 4
IDFC Imperial Equity Fund 4 3 4 3 4
Kotak 50 4 3 4 3 3
Principal Growth Fund 4 4 3 4 4
SBI Contra Fund 4 4 4 2 4
SBI Magnum MultiCap Fund 4 4 4 3 5
Sundaram Growth Fund 4 4 4 4 4
Sundaram Rural India Fund 4 4 3 3 4
Sundaram S M I L E Fund 4 5 4 5 4
UTI Leadership Equity Fund 4 4 3 4 4
UTI Master Plus Unit Scheme 4 3 3 4 4

JM Basic Fund 5 5 5 5 4
Reliance Diversified Power Sector Fund 5 NA 5 5 4
Reliance Focused Large Cap Fund 5 5 4 4 5
Reliance Vision Fund 5 5 4 4 4
Sundaram CAPEX Opportunities Fund 5 5 5 4 4
Sundaram Select Focus 5 4 4 5 5
Tata Infrastructure Fund 5 5 5 5 3
UTI Contra Fund 5 4 5 4 5
UTI Infrastructure Fund 5 5 5 5 5
  Top
Equity Linked Savings Scheme (ELSS) (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages       50% 30% 10% 5% 5%
Axis Long Term Equity Fund 1 1 1 2 5 4 3
BNP Paribas Tax Advantage Plan 1 1 2 1 2 3 3

ICICI Prudential Tax Plan 2 3 2 3 3 2 5
IDFC Tax Advantage Fund 2 2 1 4 1 3 3
Principal Tax Saving Fund 2 3 2 5 2 1 2
Religare Invesco Tax Plan 2 3 2 1 1 3 2

Birla Sun Life Tax Plan 3 3 3 3 3 3 3
Birla Sun Life Tax Relief 96 3 4 3 3 3 2 4
Canara Robeco Equity Tax Saver 3 2 3 2 3 2 2
DSP BlackRock Tax Saver Fund 3 3 3 3 2 1 3
Franklin Taxshield Fund 3 2 3 2 3 3 3
HDFC Long Term Advantage Fund 3 3 3 3 3 5 4
HSBC Tax Saver Equity Fund 3 3 3 3 4 4 2
Reliance Tax Saver Fund 3 4 3 4 2 2 5
SBI Magnum Tax Gain Scheme 1993 3 3 3 3 3 3 4
Tata Tax Saving Fund 3 2 3 2 3 3 1

HDFC Tax Saver Fund 4 5 4 3 5 4 4
L&T Tax Advantage Fund 4 3 4 3 3 3 3
Principal Personal Tax Saver 4 4 5 5 4 5 1
UTI Equity Tax Saving Plan 4 3 4 3 3 4 3

Kotak Tax Saver Scheme 5 5 5 4 4 3 3
Sundaram Taxsaver 5 4 4 4 4 3 3
  Top
Index funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 Rank
     
Kotak Nifty ETF 1 1

Goldman Sachs Nifty Exchange Traded Scheme (GS Nifty BeES) 2 2
UTI Nifty Index Fund 2 3

HDFC Index Fund - Nifty Plan 3 3
HDFC Index Fund - Sensex Plan 3 3
ICICI Prudential Index Fund - Nifty Plan 3 3
Reliance Index Fund - Nifty Plan 3 3
SBI Nifty Index Fund 3 3

Franklin India Index Fund - BSE Sensex Plan 4 5
Franklin India Index Fund - NSE Nifty Plan 4 4

IDBI Nifty Index Fund 5 4
  Top
Balanced funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 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 Advantage Fund 1 1 1 1 5 1 2 3

ICICI Prudential Balanced Fund 2 2 2 2 1 1 4 3
SBI Magnum Balanced Fund 2 3 2 2 3 1 2 4
Tata Balanced Fund 2 2 2 4 3 1 1 3

Canara Robeco Balance 3 3 3 3 2 1 2 2
FT India Balanced Fund 3 3 3 3 4 3 4 2
HDFC Balanced Fund 3 3 3 4 2 1 3 4
Kotak Balance 3

2 4 3 4 1 3 1
Reliance Regular Savings Fund - Balanced 3 4 3 3 4 1 3 4

Birla Sun Life 95 Fund 4

3 3 5 2 3 5 2
HDFC Prudence Fund 4 4 4 4 3 1 3 5
UTI Balanced Fund 4 4 4 3 3 2 4 3

DSP BlackRock Balanced Fund 5 5 5 2 3 2 3 3
K = Equity Component in Hybrid Funds
  Top
Consistent Performers - Balanced funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 Rank Superior Return Score CRISIL Rank Performance
Weightages       50% 50%
ICICI Prudential Balanced Fund 1 1 1 2

HDFC Balanced Fund 2 2 2 1
Tata Balanced Fund 2 2 2 3

Birla Sun Life 95 Fund 3 3 3 3
Canara Robeco Balance 3 3 3 3
FT India Balanced Fund 3 4 3 4
HDFC Prudence Fund 3 3 3 2
Reliance Regular Savings Fund - Balanced 3 NA 3 3
SBI Magnum Balanced Fund 3 3 3 4

Kotak Balance 4 3 4 3
UTI Balanced Fund 4 4 4 5

DSP BlackRock Balanced Fund 5 5 5 3
  Top
Monthly Income Plan - Aggressive (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 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 3 1 4 4 2 3 3 3
FT India Monthly Income Plan 1 2 1 1 2 2 4 2 4

DSP BlackRock MIP Fund 2 1 2 4 3 2 3 3 3
ICICI Prudential MIP 25 2 2 2 3 2 2 5 4 3
Tata MIP Plus Fund 2 1 3 2 1 1 2 2 2

Canara Robeco Monthly Income Plan 3 3 3 3 4 1 1 3 3
HSBC MIP - Savings 3 3 3 3 3 1 1 3 4
Kotak Monthly Income Plan 3 3 3 2 5 1 3 3 2
Peerless Income Plus Fund 3 2 2 5 4 5 5 1 1
UTI MIS Advantage Plan 3 3 3 4 3 1 4 4 5

HDFC Monthly Income Plan - LTP 4 5 4 3 3 1 3 5 4
HDFC Monthly Income Plan - STP 4 5 4 3 3 2 3 4 2
Reliance Monthly Income Plan 4 4 4 2 1 1 4 5 5

L&T Monthly Income Plan 5 4 5 5 2 1 2 2 3
LIC Nomura MF Monthly Income Plan 5 NA 5 1 5 1 2 1 1
K = Equity Component in Hybrid Funds
  Top
Monthly Income Plan - Conservative (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 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 - Savings 5 Plan 1 1 1 1 5 1 3 3 4

SBI Magnum Monthly Income Plan 2 2 2 3 2 1 2 3 2

Birla Sun Life MIP 3 3 3 5 4 3 5 1 1
ICICI Prudential MIP Plan 3 3 3 3 3 2 4 5 3
UTI Monthly Income Scheme 3 3 3 4 1 2 3 2 5

HSBC MIP - Regular 4 4 4 2 3 1 1 3 3

Birla Sun Life Monthly Income 5 5 5 3 3 1 3 4 3
K = Equity Component in Hybrid Funds
  Top
Long Term Gilt funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 Rank Superior Return Score Modified Duration Liquidity
Weightages       75% 10% 15.0%
IDFC G Sec Fund - Investment Plan 1 1 1 3 1
IDFC G Sec Fund - PF Plan 1 1 1 3 1

L&T Gilt 2 NA 2 1 4
Reliance Gilt Securities Fund 2 3 3 3 3
SBI Magnum Gilt Fund - Long Term 2 2 2 2 3

Birla Sun Life Govt Securities - Long Term Plan 3 3 3 3 5
DWS Gilt Fund 3 3 3 2 5
HDFC Gilt Fund - Long Term Plan 3 3 3 2 2
ICICI Prudential Long Term Gilt Fund 3 3 3 4 4
Kotak Gilt - Investment 3 2 3 3 3
UTI Gilt Advantage Fund - Long Term Plan 3 2 2 5 3

DSP BlackRock Govt Sec Fund 4 5 4 3 3
Principal Government Securities Fund 4 4 5 1 2
Templeton India G-Sec Fund - Composite Plan 4 4 4 4 2

ICICI Prudential Gilt - Investment - PF Option 5 5 4 4 4
Templeton India G-Sec Fund - Long Term Plan 5 4 5 5 3
  Top
Long Term Income funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 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%
HSBC Flexi Debt Fund 1 1 2 3 2 1 1 1
IDFC Dynamic Bond Fund 1 1 1 5 1 1 3 1
SBI Dynamic Bond Fund 1 1 1 3 3 1 2 1

Canara Robeco Dynamic Bond Fund 2 3 2 3 3 1 3 1
IDFC Super Saver Income Fund - Investment Plan 2 3 2 5 1 1 4 1
Reliance Dynamic Bond Fund 2 2 2 3 3 1 3 1
SBI Magnum Income Fund 2 2 2 3 3 4 3 1
Tata Income Fund 2 3 3 2 3 1 2 1
Templeton India Income Builder Account 2 2 1 2 5 1 5 3
UTI Bond Fund 2 2 2 5 3 5 5 1

Baroda Pioneer PSU Bond Fund 3 3 3 1 5 1 3 1
Birla Sun Life Income Plus 3 3 3 4 2 1 4 1
BNP Paribas Bond Fund 3 3 3 1 4 1 3 1
BNP Paribas Flexi Debt Fund 3 3 3 3 4 4 3 1
Canara Robeco Income 3 3 3 3 3 1 3 1
DSP BlackRock Strategic Bond Fund 3 2 3 2 1 4 4 1
HDFC High Interest Fund - Dynamic Plan 3 3 3 4 3 4 3 1
HSBC Income Fund - Investment Plan 3 3 3 3 3 1 1 1
ICICI Prudential Income Opportunities Fund 3 3 3 3 4 1 3 1
L&T Flexi Bond Fund 3 3 3 3 3 1 2 1
Principal Income Fund - Long Term Plan 3 3 3 3 4 1 2 1
Religare Invesco Active Income Fund 3 2 3 2 4 1 3 1
Sundaram Bond Saver 3 3 3 4 1 1 3 1
Templeton India Income Fund 3 4 3 2 3 1 3 1
UTI-Dynamic Bond Fund 3 2 2 2 4 5 4 2

DWS Premier Bond Fund 4 4 4 2 3 1 2 1
HDFC Income Fund 4 4 4 4 2 4 4 1
ICICI Prudential Income Plan 4 5 4 4 1 1 4 1
JPMorgan India Active Bond Fund 4 4 4 3 5 1 3 1
Kotak Bond 4 3 4 4 1 4 5 1
LIC Nomura MF Bond Fund 4 4 4 1 3 1 2 1
Reliance Income Fund 4 4 4 4 1 1 3 1

DSP BlackRock Bond Fund 5 5 5 3 3 5 4 2
L&T Triple Ace Bond Fund 5 4 5 3 3 4 1 1
Sundaram Flexible Fund - Flexible Income Plan 5 5 5 3 4 1 2 1
  Top
Consistent Performers - Debt funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 Rank Superior Return Score CRISIL Rank Performance
Weightages       50% 50%
IDFC Dynamic Bond Fund 1 NA 1 1
UTI Bond Fund 1 1 2 1

Canara Robeco Income 2 NA 2 2
Kotak Bond 2 2 3 2
SBI Magnum Income Fund 2 2 1 2

Birla Sun Life Income Plus 3 3 4 3
BNP Paribas Flexi Debt Fund 3 3 3 3
HDFC High Interest Fund - Dynamic Plan 3 2 2 3
HDFC Income Fund 3 3 4 3
IDFC Super Saver Income Fund - Investment Plan 3 3 3 3
Templeton India Income Fund 3 4 3 4

LIC Nomura MF Bond Fund 4 3 3 4
Reliance Income Fund 4 3 4 3
Tata Income Fund 4 4 3 5

DSP BlackRock Bond Fund 5 5 5 5
ICICI Prudential Income Plan 5 4 5 4
  Top
Short Term Income Funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 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%
DSP BlackRock Short Term Fund 1 2 3 2 3 1 1 2 2
HDFC Short Term Opportunities Fund 1 2 2 3 3 3 1 1 3
Morgan Stanley Short Term Bond Fund 1 1 2 2 2 3 1 3 2
Sundaram Select Debt ST Asset Plan 1 1 1 2 3 1 1 1 3
Tata Short Term Bond Fund 1 1 1 2 3 1 1 2 2

Birla Sun Life Short Term Fund 2 1 2 1 4 1 1 2 3
BNP Paribas Short Term Income Fund 2 3 3 3 3 1 1 3 2
Canara Robeco Short Term Fund 2 2 3 2 5 1 1 2 1
DWS Short Maturity Fund 2 3 3 2 2 1 1 4 3
JPMorgan India Short Term Income Fund 2 2 2 1 5 3 1 3 2
L&T Short Term Opportunities Fund 2 2 3 3 3 1 1 3 2
Principal Income Fund - Short Term Plan 2 2 3 2 4 4 1 3 2
Religare Invesco Bank Debt Fund 2 NA 4 3 4 1 1 1 1
SBI Short Term Debt Fund 2 2 3 3 3 3 1 4 2

Axis Short Term Fund 3 3 3 3 3 3 1 2 3
Birla Sun Life Medium Term Plan 3 4 1 3 2 5 5 3 4
Birla Sun Life Short Term Opportunities Fund 3 3 1 3 2 5 3 1 4
DSP BlackRock Income Opportunities Fund 3 3 2 1 3 5 2 1 3
HDFC Medium Term Opportunities Fund 3 3 3 5 4 3 1 4 3
HDFC Short Term Plan 3 3 3 3 3 4 3 3 3
HSBC Income Fund - Short Term Plan 3 3 4 3 3 1 1 3 1
IDBI Short Term Bond Fund 3 3 3 3 4 1 1 2 3
IDFC Super Saver Income Fund - Short Term 3 2 3 2 5 1 1 2 3
JM Short Term Fund 3 3 4 3 5 1 1 3 1
Kotak Bond Short Term Plan 3 3 4 4 3 1 1 3 3
Peerless Short Term Fund 3 2 2 1 4 5 4 2 4
PineBridge Short Term Fund 3 1 4 1 5 1 1 3 1
Reliance Short Term Fund 3 3 3 4 4 3 1 4 3
Religare Invesco Medium Term Bond Fund 3 3 5 3 4 1 1 3 2
Religare Invesco Short Term Fund 3 3 5 3 3 3 1 2 3
Templeton India Short Term Income Plan 3 4 1 3 1 4 4 3 4
UTI Short Term Income Fund 3 3 2 3 3 3 2 5 3

Birla Sun Life Dynamic Bond Fund 4 5 4 4 3 3 2 4 3
HDFC High Interest Fund - Short Term Plan 4 4 4 4 1 3 2 4 3
ICICI Prudential Short Term Plan 4 4 4 4 1 4 2 5 4
IDFC Super Saver Income Fund - Medium Term 4 3 5 5 3 1 1 5 3
Kotak Income Opportunities Fund 4 4 4 5 4 1 3 3 3
L&T Short Term Income Fund 4 4 3 3 3 1 3 3 5
Reliance Regular Savings Fund - Debt 4 4 3 2 2 4 5 3 4
Templeton India Corporate Bond Opportunities Fund 4 5 2 4 3 4 5 5 5
Templeton India Income Opportunities Fund 4 4 2 4 1 4 4 4 5

ICICI Prudential Corporate Bond Fund 5 5 5 5 1 4 3 5 4
ICICI Prudential Regular Savings Fund 5 5 3 4 1 5 5 3 5
L&T Income Opportunities Fund 5 NA 5 3 2 3 4 3 5
Pramerica Credit Opportunities Fund 5 5 3 4 2 3 5 4 4
UTI Income Opportunities Fund 5 NA 3 5 1 4 4 4 4
  Top
Ultra Short-term Debt funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 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%
Religare Invesco Credit Opportunities Fund 1 1 2 1 4 1 1 1 1 5
UTI Floating Rate Fund - STP 1 1 2 1 2 3 3 1 3 1
UTI Treasury Advantage Fund 1 1 2 1 2 3 2 1 2 2

Axis Treasury Advantage Fund 2 2 3 2 3 2 3 1 1 3
Birla Sun Life Savings Fund 2 3 2 3 2 3 3 1 3 3
DWS Ultra Short Term Fund 2 2 1 2 3 1 2 1 2 4
ICICI Prudential Flexible Income Plan 2 2 2 3 1 4 3 1 4 3
JM Money Manager Fund - Super Plus Plan 2 2 3 2 4 3 2 1 3 2
Reliance Money Manager Fund 2 1 3 2 1 2 1 1 3 3
Tata Floater Fund 2 2 3 3 3 2 3 1 1 3

Birla Sun Life Cash Manager 3 3 4 3 3 3 4 1 2 3
Birla Sun Life Floating Rate Fund - Long Term 3 3 2 4 3 4 3 1 4 3
DSP BlackRock Money Manager Fund 3 3 3 3 3 3 3 1 4 4
HDFC Cash Management Fund - Treasury Advantage Plan 3 3 5 3 1 4 5 1 1 3
HDFC Floating Rate Income Fund - Short Term Plan 3 3 3 3 2 2 3 1 1 3
ICICI Prudential Savings Fund 3 3 3 3 4 3 3 1 3 2
IDFC Money Manager Fund - Treasury Plan 3 3 4 2 4 1 5 1 4 2
IDFC Ultra Short Term Fund 3 3 3 3 3 2 2 1 3 4
JPMorgan India Treasury Fund 3 3 3 4 2 4 1 1 3 3
L&T Ultra Short Term Fund 3 NA 3 3 5 2 3 1 4 2
SBI Ultra Short Term Debt Fund 3 2 3 3 2 3 3 1 3 3
Sundaram Ultra Short Term Fund 3 2 1 2 4 3 2 1 5 4
Templeton India Ultra-short Bond Fund 3 3 1 3 2 2 2 3 2 4

DWS Treasury Fund - Investment Plan 4 4 4 4 5 3 4 1 2 1
IDFC Money Manager Fund - Investment Plan 4 5 4 5 3 3 4 1 5 1
Kotak Floater - Long Term 4 4 3 4 3 4 3 1 3 4
Peerless Ultra Short Term Fund 4 3 3 2 5 5 2 1 4 4
Reliance Medium Term Fund 4 4 4 4 3 4 4 1 3 3
Sundaram Flexible Fund - Short Term Plan 4 5 4 5 3 3 4 1 3 2
Templeton India Low Duration Fund 4 4 2 3 3 3 3 2 4 5

ICICI Prudential Ultra Short Term Plan 5 4 5 4 3 4 4 1 5 2
Kotak Flexi Debt 5 5 4 4 4 5 4 2 3 5
Reliance Floating Rate Fund 5 5 5 5 4 5 5 1 3 3
  Top
Liquid funds (Cluster ranks are arranged alphabetically)
  Dec - 13 Rank Change Sep - 13 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%
HSBC Cash Fund 1 1 2 1 3 1 1 1 1
ICICI Prudential Liquid Plan 1 3 2 3 1 2 1 3 4
Morgan Stanley Liquid Fund 1 1 1 2 5 3 1 1 1
Peerless Liquid Fund 1 2 1 1 4 3 1 1 4

HDFC Liquid Fund 2 2 3 2 2 3 1 1 3
IDFC Cash Fund 2

1 4 1 2 4 1 4 3
LIC Nomura MF Liquid Fund 2 2 4 2 3 3 1 1 2
Reliance Liquidity Fund 2 3 3 2 2 3 1 3 3
SBI Premier Liquid Fund 2

1 3 2 1 4 1 3 4
Tata Liquid Fund 2 2 3 3 2 3 1 3 2
Union KBC Liquid Fund 2 2 3 2 4 3 1 3 2
UTI Liquid Cash Plan 2 2 4 3 1 4 1 3 3

Axis Liquid Fund 3 3 3 3 3 3 1 2 4
Baroda Pioneer Liquid Fund 3 5 3 4 3 2 1 3 2
Birla Sun Life Cash Plus 3 3 2 4 1 3 1 3 5
Birla Sun Life Floating Rate Fund - Short Term 3 3 1 3 3 3 1 3 5
BOI AXA Liquid Fund 3 3 3 3 4 3 1 1 5
Canara Robeco Liquid 3 3 3 3 3 3 1 4 2
DSP BlackRock Liquidity Fund 3 3 3 3 3 4 1 3 1
Indiabulls Liquid Fund 3 3 5 4 4 4 1 3 1
JM High Liquidity Fund 3 3 2 3 3 2 1 4 4
Kotak Liquid 3 3 3 4 2 1 1 5 2
Reliance Liquid Fund - Treasury Plan 3 3 3 5 2 1 1 4 3
Religare Invesco Liquid Fund 3 4 3 3 3 3 1 1 4
SBI Magnum InstaCash 3 3 2 1 3 4 1 2 5
Sundaram Money Fund 3

2 3 3 3 2 1 4 3
Tata Money Market Fund 3 NA 2 3 5 3 1 3 2
Taurus Liquid Fund 3 4 1 3 4 1 1 4 4
UTI Money Market Fund 3 3 4 3 3 3 1 2 3

BNP Paribas Overnight Fund 4

2 3 2 5 4 1 5 4
DWS Insta Cash Plus Fund 4 4 5 5 2 2 1 3 3
HDFC Cash Management Fund - Savings Plan 4 4 3 5 2 3 1 1 3
ICICI Prudential Money Market Fund 4

3 4 2 4 5 1 5 2
L&T Liquid Fund 4

3 3 5 3 2 1 2 3
Pramerica Liquid Fund 4 4 4 3 5 3 1 3 3
Principal Cash Management Fund 4 4 4 4 4 2 1 3 3
Templeton India Treasury Management Account 4

3 2 4 3 5 1 3 3

IDBI Liquid Fund 5 5 5 4 3 5 1 3 3
JPMorgan India Liquid Fund 5

4 4 3 3 4 1 4 3
Kotak Floater - Short Term 5 5 2 3 3 2 1 5 3
Reliance Liquid Fund - Cash Plan 5 5 5 4 4 5 1 4 3
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