CRISIL Mutual Fund Ranking List : Quarter Ended September 2016

Mutual Fund Ranking Report
 
Large Cap-oriented Equity funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

55% 25% 10% 5% 5%
DSP BlackRock Focus 25 Fund 1 1 4 5 4 3
Kotak Select Focus Fund 1 1 3 2 2 4
SBI Blue Chip Fund 1 1 1 1 1 5

Birla Sun Life Frontline Equity Fund 2 2 3 3 1 5
Birla Sun Life Top 100 Fund 2 2 3 2 1 3
Franklin India Bluechip Fund 2 3 1 2 3 3
IDBI India Top 100 Equity Fund 2 2 2 2 2 2
Kotak 50 2 2 3 3 3 3
L&T Equity Fund 2 3 3 2 2 4
SBI Magnum Equity Fund 2 2 3 3 4 3

Baroda Pioneer Growth Fund 3 3 3 3 2 3
HSBC Equity Fund 3 3 4 4 4 2
ICICI Prudential Focused Bluechip Equity Fund 3 3 3 4 3 4
ICICI Prudential Select Large Cap Fund 3 2 4 3 5 2
ICICI Prudential Top 100 Fund 3 3 2 2 4 3
JPMorgan India Equity Fund 3 3 3 4 3 2
L&T India Large Cap Fund 3 4 4 3 2 1
Motilal Oswal MOSt Focused 25 Fund 3 2 3 5 5 3
Principal Large Cap Fund 3 3 3 3 3 2
Reliance Top 200 Fund 3 3 5 3 3 3
Tata Large Cap Fund 3 4 2 1 3 2
UTI Equity Fund 3 3 2 3 3 4
UTI Mastershare Unit Scheme 3 4 2 3 2 5
UTI Top 100 Fund 3 3 2 3 2 3

BNP Paribas Equity Fund 4 4 2 4 3 3
DSP BlackRock Top 100 Equity Fund 4 3 4 5 4 3
HDFC Growth Fund 4 3 5 2 3 4
HDFC Top 200 Fund 4 3 5 4 3 4
JM Equity Fund 4 5 3 4 3 1
Reliance Focused Large Cap Fund 4 4 4 1 4 3
UTI Bluechip Flexicap Fund 4 4 3 3 3 3

HDFC Large Cap Fund 5 5 4 4 5 2
Sundaram Select Focus 5 5 1 3 4 1
UTI Opportunities Fund 5 4 3 3 3 4
  Top
Diversified Equity funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

55% 25% 10% 5% 5%
Birla Sun Life Advantage Fund 1 1 4 4 3 2
Birla Sun Life Equity Fund 1 1 3 3 2 3
Birla Sun Life India GenNext Fund 1 2 2 5 1 1
Principal Emerging Bluechip Fund 1 1 5 1 1 2
Sundaram Rural India Fund 1 1 3 2 2 3

DSP BlackRock Opportunities Fund 2 2 3 3 3 2
Franklin India Prima Plus 2 3 1 3 2 3
ICICI Prudential Multicap Fund 2 2 2 3 3 3
Kotak Opportunities 2 2 3 2 2 2
L&T India Value Fund 2 1 4 2 1 3
Mirae Asset India Opportunities Fund 2 3 3 3 3 2
Quantum Long-Term Equity Fund 2 3 2 3 4 1
SBI Magnum MultiCap Fund 2 2 3 2 2 3
Tata Equity PE Fund 2 2 4 4 4 3

DSP BlackRock Equity Fund 3 3 4 3 3 3
Franklin India Flexi Cap Fund 3 3 2 4 3 3
Franklin India High Growth Companies Fund 3 2 3 5 5 4
Franklin India Opportunities Fund 3 3 3 3 3 1
HDFC Capital Builder Fund 3 3 3 2 3 3
HSBC India Opportunities Fund 3 3 3 5 4 2
ICICI Prudential Dynamic Plan 3 4 1 1 4 4
ICICI Prudential Exports and Other Services Fund 3 3 1 5 3 3
ICICI Prudential Value Discovery Fund 3 2 2 3 3 5
Principal Growth Fund 3 3 5 2 1 2
Reliance Growth Fund 3 2 4 3 3 5
SBI Contra Fund 3 3 2 4 3 4
SBI Magnum Multiplier Fund 3 3 3 2 3 4
Tata Dividend Yield Fund 3 4 2 2 3 2
Tata Equity Opportunities Fund 3 3 3 3 2 3
Tata Ethical Fund 3 4 1 2 1 1
Templeton India Growth Fund 3 3 3 5 5 3
UTI MNC Fund 3 3 1 4 4 4

Axis Focused 25 Fund 4 3 3 3 5 3
Birla Sun Life Dividend Yield Plus 4 4 2 1 2 4
HDFC Core and Satellite Fund 4 4 5 1 5 3
HDFC Equity Fund 4 4 5 4 4 5
IDFC Classic Equity Fund 4 3 3 3 3 4
L&T India Special Situations Fund 4 4 3 3 2 4
Reliance Regular Savings Fund - Equity 4 3 4 1 3 5
Reliance Vision Fund 4 4 4 4 5 4
UTI Dividend Yield Fund 4 5 3 3 3 3

Axis Equity Fund 5 5 2 4 4 3
Canara Robeco Equity Diversified 5 5 4 3 2 3
HDFC Premier MultiCap Fund 5 4 5 3 4 2
LIC MF Equity Fund 5 5 4 4 4 1
Reliance Equity Opportunities Fund 5 5 3 3 3 5
  Top
Small and Mid-cap Equity funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

55% 25% 10% 5% 5%
DSP BlackRock Micro Cap Fund 1 1 4 1 3 4
Franklin India Smaller Companies Fund 1 2 2 3 2 4
Mirae Asset Emerging Bluechip Fund 1 1 3 2 2 2

Canara Robeco Emerging Equities 2 2 4 1 2 3
HDFC Mid-Cap Opportunities Fund 2 2 2 4 1 5
Kotak Emerging Equity 2 1 2 3 2 3
L&T Midcap Fund 2 3 3 3 1 2
SBI Magnum Midcap Fund 2 2 2 2 3 3
UTI Mid Cap Fund 2 3 3 2 1 3

Birla Sun Life Midcap Fund 3 3 3 3 2 2
Birla Sun Life Pure Value Fund 3 3 5 3 4 1
BNP Paribas Mid Cap Fund 3 3 3 3 4 1
DSP BlackRock Small and Midcap Fund 3 3 4 3 3 3
Franklin India Prima Fund 3 3 2 4 3 3
JPMorgan India Mid and Small Cap Fund 3 3 3 4 3 1
Reliance Mid & Small Cap Fund 3 3 4 2 3 4
Reliance Small Cap Fund 3 2 5 2 2 4
SBI Magnum Global Fund 3 4 1 4 4 4
Sundaram Select Midcap 3 2 4 3 3 3

Birla Sun Life MNC Fund 4 4 1 5 5 5
ICICI Prudential MidCap Fund 4 4 4 4 4 2
Invesco India Mid N Small Cap Fund 4 4 3 3 3 2
SBI Emerging Businesses Fund 4 4 1 5 5 5
Sundaram S M I L E Fund 4 3 5 4 4 3
Tata Mid Cap Growth Fund 4 4 3 3 3 2

Axis Midcap Fund 5 5 3 5 5 3
IDFC Premier Equity Fund 5 5 2 2 3 4
IDFC Sterling Equity Fund 5 5 3 1 4 3
  Top
Thematic - Infrastructure funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

55% 25% 10% 5% 5%
Franklin Build India Fund 1 1 2 3 3 3
JM Basic Fund 1 1 3 2 4 1

Birla Sun Life India Reforms Fund 2 2 1 5 3 1
Kotak Infrastructure and Economic Reform Fund 2 2 1 4 4 3
L&T Infrastructure Fund 2 2 3 3 1 2

Birla Sun Life Infrastructure Fund 3 3 3 1 1 3
Canara Robeco Infrastructure Fund 3 3 2 3 4 3
DSP BlackRock India T.I.G.E.R. Fund 3 3 3 3 2 4
SBI Infrastructure Fund 3 3 3 2 5 5
Sundaram Infrastructure Advantage Fund 3 3 3 1 2 3
Tata Infrastructure Fund 3 3 2 3 3 3
UTI Infrastructure Fund 3 3 4 2 2 3

HDFC Infrastructure Fund 4 4 5 3 3 4
HSBC Infrastructure Equity Fund 4 4 5 3 3 2
IDFC Infrastructure Fund 4 4 4 4 3 2

ICICI Prudential Infrastructure Fund 5 5 3 4 5 4
Reliance Diversified Power Sector Fund 5 5 4 5 3 5
  Top
Consistent Performers - Equity funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Mean Return Volatility CRISIL Rank Performance
Weightages

35% 15% 50%
Birla Sun Life India GenNext Fund 1 2 2 1
Birla Sun Life Top 100 Fund 1 3 3 1
DSP BlackRock Micro Cap Fund 1 1 3 2
Franklin India Smaller Companies Fund 1 1 2 1
ICICI Prudential Exports and Other Services Fund 1 2 1 1
Principal Emerging Bluechip Fund 1 1 4 1
SBI Blue Chip Fund 1 2 2 1
Tata Ethical Fund 1 3 1 1
UTI MNC Fund 1 2 1 1

Birla Sun Life Advantage Fund 2 2 4 3
Birla Sun Life Frontline Equity Fund 2 3 3 2
Birla Sun Life Infrastructure Fund 2 3 4 2
Birla Sun Life MNC Fund 2 2 1 2
BNP Paribas Equity Fund 2 3 2 2
Franklin India High Growth Companies Fund 2 2 3 1
Franklin India Opportunities Fund 2 3 3 2
Franklin India Prima Fund 2 1 1 3
Franklin India Prima Plus 2 3 1 2
HDFC Mid-Cap Opportunities Fund 2 1 2 3
ICICI Prudential Value Discovery Fund 2 2 2 2
JPMorgan India Mid and Small Cap Fund 2 1 3 2
Mirae Asset India Opportunities Fund 2 3 3 2
Quantum Long-Term Equity Fund 2 3 2 2
SBI Magnum Global Fund 2 2 1 3
SBI Magnum Midcap Fund 2 1 2 2
SBI Magnum MultiCap Fund 2 2 3 2
UTI Equity Fund 2 3 2 2
UTI Mid Cap Fund 2 1 3 2

Birla Sun Life Equity Fund 3 2 3 3
DSP BlackRock India T.I.G.E.R. Fund 3 3 5 2
DSP BlackRock Opportunities Fund 3 3 3 3
DSP BlackRock Small and Midcap Fund 3 2 4 4
Franklin India Bluechip Fund 3 4 2 3
Franklin India Flexi Cap Fund 3 3 2 3
HDFC Capital Builder Fund 3 3 3 3
HSBC India Opportunities Fund 3 3 3 3
ICICI Prudential Dynamic Plan 3 3 1 3
ICICI Prudential Focused Bluechip Equity Fund 3 3 3 2
ICICI Prudential MidCap Fund 3 2 3 4
ICICI Prudential Multicap Fund 3 3 3 3
ICICI Prudential Top 100 Fund 3 3 3 3
IDFC Premier Equity Fund 3 3 2 3
JM Basic Fund 3 3 5 3
JPMorgan India Equity Fund 3 4 3 3
Kotak 50 3 4 3 3
Kotak Opportunities 3 3 3 3
L&T Equity Fund 3 3 3 2
L&T India Large Cap Fund 3 4 3 3
L&T India Special Situations Fund 3 3 3 3
Principal Growth Fund 3 2 4 3
Principal Large Cap Fund 3 3 3 3
Reliance Equity Opportunities Fund 3 3 3 2
Reliance Mid & Small Cap Fund 3 2 3 4
Reliance Top 200 Fund 3 3 4 3
SBI Emerging Businesses Fund 3 3 1 3
SBI Magnum Equity Fund 3 3 3 3
SBI Magnum Multiplier Fund 3 2 3 3
Sundaram Select Midcap 3 1 3 3
Tata Dividend Yield Fund 3 3 2 3
Tata Equity Opportunities Fund 3 3 2 3
Tata Equity PE Fund 3 2 4 3
Tata Large Cap Fund 3 4 2 3
UTI Mastershare Unit Scheme 3 4 2 3
UTI Opportunities Fund 3 4 3 3
UTI Top 100 Fund 3 4 2 3

Birla Sun Life Dividend Yield Plus 4 4 2 4
Birla Sun Life Midcap Fund 4 2 3 5
Canara Robeco Equity Diversified 4 4 3 3
DSP BlackRock Equity Fund 4 3 4 4
HDFC Equity Fund 4 3 5 4
HDFC Growth Fund 4 4 4 4
HDFC Infrastructure Fund 4 5 5 4
HDFC Top 200 Fund 4 4 4 4
ICICI Prudential Infrastructure Fund 4 5 5 3
Reliance Focused Large Cap Fund 4 3 4 4
Reliance Growth Fund 4 3 4 4
Reliance Regular Savings Fund - Equity 4 3 4 4
SBI Contra Fund 4 4 2 4
SBI Infrastructure Fund 4 5 5 4
Sundaram Infrastructure Advantage Fund 4 5 4 4
Sundaram S M I L E Fund 4 2 5 4
Tata Infrastructure Fund 4 4 4 3
Templeton India Growth Fund 4 3 3 5
UTI Bluechip Flexicap Fund 4 4 3 4

DSP BlackRock Top 100 Equity Fund 5 4 4 5
HDFC Core and Satellite Fund 5 4 4 5
HDFC Large Cap Fund 5 5 3 5
HSBC Equity Fund 5 4 4 5
Reliance Diversified Power Sector Fund 5 5 5 5
Reliance Vision Fund 5 4 4 5
Sundaram Select Focus 5 5 3 5
UTI Dividend Yield Fund 5 5 3 4
UTI Infrastructure Fund 5 5 5 4
  Top
Equity Linked Savings Scheme (ELSS) (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

55% 25% 10% 5% 5%
DSP BlackRock Tax Saver Fund 1 1 4 3 2 3
Tata India Tax Savings Fund 1 1 3 2 1 2

Birla Sun Life Tax Plan 2 2 2 2 3 3
Birla Sun Life Tax Relief 96 2 2 3 3 3 5
IDBI Equity Advantage Fund 2 2 1 5 5 3
Invesco India Tax Plan 2 3 2 4 4 1

Axis Long Term Equity Fund 3 3 1 5 5 4
Franklin India Taxshield Fund 3 3 2 4 3 2
HDFC Long Term Advantage Fund 3 3 3 3 4 4
ICICI Prudential Long Term Equity Fund (Tax Saving) 3 3 2 3 4 4
Kotak Tax Saver Scheme 3 2 3 3 3 3
L&T Tax Advantage Fund 3 3 3 2 2 3
Principal Personal Tax Saver 3 4 3 3 3 1
Principal Tax Saving Fund 3 3 5 3 2 3
Reliance Tax Saver Fund 3 3 5 3 3 5
Sundaram Taxsaver 3 3 4 3 2 3

BNP Paribas Long Term Equity Fund 4 4 3 4 3 2
IDFC Tax Advantage Fund 4 4 3 2 3 3
SBI Magnum Tax Gain Scheme 1993 4 3 3 3 3 4
UTI Long Term Equity Fund (Tax Saving) 4 5 3 1 1 2

Canara Robeco Equity Tax Saver 5 5 4 1 3 3
HDFC Tax Saver Fund 5 4 4 4 4 3
  Top
Index funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank

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

ICICI Prudential Nifty iWIN ETF 2
IDBI Nifty Index Fund 2
UTI Nifty Index Fund 2

HDFC Index Fund - Nifty Plan 3
HDFC Index Fund - Sensex Plan 3
IDFC Nifty Fund 3
Reliance Index Fund - Nifty Plan 3
SBI Nifty Index Fund 3

Franklin India Index Fund - NSE Nifty Plan 4
ICICI Prudential Nifty Index Fund 4
SBI-ETF SENSEX 4

Birla Sun Life Index Fund 5
Birla Sun Life Nifty ETF 5
  Top
Balanced funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Superior Return Score Industry Concentration / Exposure to Sensitive Sector* Company Concentration Debt Asset Quality Debt Liquidity Equity Liquidity
Weightages

75% 10% 5% 5%*(100-K) 5%*(100-K) 10%*K
DSP BlackRock Balanced Fund 1 1 3 3 3 3 3

Birla Sun Life Balanced 95 Fund 2 2 2 1 3 3 3
Franklin India Balanced Fund 2 3 4 3 3 4 2
HDFC Balanced Fund 2 2 3 3 3 2 4

Canara Robeco Balance 3 3 1 2 2 3 3
ICICI Prudential Balanced Fund 3 2 4 4 3 3 3
L&T India Prudence Fund 3 3 2 2 2 2 3
Reliance Regular Savings Fund - Balanced 3 3 3 4 4 3 3
SBI Magnum Balanced Fund 3 3 4 3 3 4 5
Tata Balanced Fund 3 3 2 2 1 1 4

Edelweiss Absolute Return Fund 4 4 3 4 2 3 1
HDFC Prudence Fund 4 4 3 3 4 2 4
UTI Balanced Fund 4 4 3 3 4 4 2

JM Balanced Fund 5 5 5 5 5 5 2
* Industry concentration for equity and Exposure to Sensitive Sector for debt portion of the portfolio
K = Equity Component in Hybrid Funds
Top
Consistent Performers - Balanced funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Superior Return Score CRISIL Rank Performance
Weightages

50% 50%
Tata Balanced Fund 1 1 1

ICICI Prudential Balanced Fund 2 2 2
SBI Magnum Balanced Fund 2 2 3

Birla Sun Life Balanced 95 Fund 3 3 3
Franklin India Balanced Fund 3 3 3
HDFC Balanced Fund 3 3 2
Reliance Regular Savings Fund - Balanced 3 3 4

DSP BlackRock Balanced Fund 4 4 4
HDFC Prudence Fund 4 4 3

UTI Balanced Fund 5 5 5
  Top
Monthly Income Plan - Aggressive (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Superior Return Score Industry Concentration / Exposure to Sensitive Sector* 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 4 4 2 2 4 5
Kotak Monthly Income Plan 1 1 1 4 3 3 3 2

Franklin India Monthly Income Plan - Plan A 2 2 2 1 2 3 2 2
HDFC Monthly Income Plan - LTP 2 2 3 3 4 2 4 5
ICICI Prudential MIP 25 2 2 5 2 5 3 3 3

DSP BlackRock MIP Fund 3 3 5 3 3 3 3 3
HSBC MIP - Savings 3 3 3 3 1 1 2 4
IDFC Monthly Income Plan 3 3 3 3 1 1 4 3
Reliance Monthly Income Plan 3 3 4 3 5 4 5 3
Sundaram Monthly Income Plan 3 3 2 3 3 5 5 1
UTI MIS Advantage Plan 3 3 3 4 3 4 3 4

BNP Paribas Monthly Income Plan 4 4 2 1 2 3 2 4
HDFC Monthly Income Plan - STP 4 4 4 2 3 4 3 3
LIC MF Monthly Income Plan 4 4 1 5 4 3 1 1

Canara Robeco Monthly Income Plan 5 5 3 2 3 2 3 3
Peerless Income Plus Fund 5 5 3 5 4 5 1 2
* Industry concentration for equity and Exposure to Sensitive Sector for debt portion of the portfolio
K = Equity Component in Hybrid Funds
  Top
Long Term Gilt funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Superior Return Score Modified Duration Liquidity
Weightages

75% 10% 15.0%
HDFC Gilt Fund - Long Term Plan 1 1 4 4
Reliance Gilt Securities Fund 1 1 3 3

Birla Sun Life Gilt Plus - PF Plan 2 2 4 1
ICICI Prudential Gilt - Investment - PF Option 2 2 4 3
ICICI Prudential Long Term Gilt Fund 2 2 4 4
L&T Gilt 2 2 3 1

Birla Sun Life Govt Securities - Long Term Plan 3 3 3 3
DSP BlackRock Govt Sec Fund 3 4 5 2
Franklin India G-Sec Fund - Composite Plan 3 3 2 4
Franklin India G-Sec Fund - Long Term Plan 3 3 3 4
IDFC G Sec Fund - PF Plan 3 3 2 3
Invesco India Gilt Fund 3 4 5 2
Kotak Gilt - Investment 3 3 3 3
SBI Magnum Gilt Fund - Long Term 3 3 3 3

DHFL Pramerica Gilt Fund 4 3 1 5
IDFC G Sec Fund - Investment Plan 4 4 2 3
Tata Gilt Mid Term Fund 4 3 1 5
UTI Gilt Advantage Fund - Long Term Plan 4 4 3 3

LIC MF G-Sec Fund 5 5 3 2
Tata Gilt Securities Fund 5 5 2 2
  Top
Long Term Income funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Superior Return Score Modified Duration Exposure to Sensitive Sector Company Concentration Liquidity Asset Quality
Weightages

60% 5% 5% 5% 7.5% 17.5%
Birla Sun Life Dynamic Bond Fund 1 1 5 5 1 4 5
HDFC High Interest Fund - Dynamic Plan 1 1 4 1 1 2 4
ICICI Prudential Long Term Plan 1 1 3 1 4 1 2

Birla Sun Life Income Plus 2 2 4 1 3 3 2
HDFC Income Fund 2 2 5 4 1 2 3
ICICI Prudential Dynamic Bond Fund 2 2 2 1 1 3 4
ICICI Prudential Income Plan 2 2 4 5 3 3 3
Kotak Bond 2 2 5 1 1 3 3
Reliance Dynamic Bond Fund 2 2 4 1 3 3 3

Axis Dynamic Bond Fund 3 3 2 1 3 4 4
Axis Income Fund 3 3 1 1 4 5 5
BNP Paribas Flexi Debt Fund 3 3 3 1 5 3 2
DSP BlackRock Strategic Bond Fund 3 3 3 1 3 3 3
ICICI Prudential Income Opportunities Fund 3 3 1 1 1 4 4
IDFC Dynamic Bond Fund 3 3 3 1 1 2 1
IDFC Super Saver Income Fund - Investment Plan 3 4 3 1 1 2 1
Reliance Income Fund 3 3 4 1 1 3 3
SBI Dynamic Bond Fund 3 3 4 1 3 2 3
Sundaram Flexible Fund - Flexible Income Plan 3 3 2 1 5 4 4
UTI Bond Fund 3 3 3 1 1 3 3
UTI-Dynamic Bond Fund 3 3 3 1 1 3 3

DHFL Pramerica Dynamic Bond Fund 4 4 2 1 5 4 3
DSP BlackRock Bond Fund 4 3 3 1 4 5 4
JPMorgan India Active Bond Fund 4 4 1 1 4 3 3
LIC MF Bond Fund 4 4 2 1 1 4 3
SBI Magnum Income Fund 4 4 2 5 3 5 5
Tata Dynamic Bond Fund 4 4 3 1 4 1 1

HSBC Flexi Debt Fund 5 5 3 1 1 3 2
L&T Triple Ace Bond Fund 5 5 3 4 4 1 2
Union KBC Dynamic Bond Fund 5 5 3 1 1 2 2
  Top
Consistent Performers - Debt funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Superior Return Score CRISIL Rank Performance
Weightages

50% 50%
HDFC High Interest Fund - Dynamic Plan 1 1 1
Reliance Dynamic Bond Fund 1 1 2

BNP Paribas Flexi Debt Fund 2 2 2
IDFC Dynamic Bond Fund 2 2 1
UTI Bond Fund 2 3 2

Birla Sun Life Income Plus 3 4 3
HDFC Income Fund 3 3 3
ICICI Prudential Income Opportunities Fund 3 2 3
IDFC Super Saver Income Fund - Investment Plan 3 3 3
Kotak Bond 3 3 4

HSBC Flexi Debt Fund 4 5 3
ICICI Prudential Income Plan 4 3 4
SBI Magnum Income Fund 4 4 4

DSP BlackRock Bond Fund 5 5 5
Reliance Income Fund 5 4 5
  Top
Short Term Income Funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Mean Return Volatility Exposure to Sensitive Sector Company Concentration Asset Quality Modified Duration Liquidity
Weightages

50.0% 10.0% 5.0% 5.0% 10.0% 5.0% 15.0%
ICICI Prudential Banking & PSU Debt Fund 1 1 5 1 3 1 5 1
IDFC Super Saver Income Fund - Medium Term 1 3 4 1 3 1 3 1
UTI-Banking & PSU Debt Fund 1 2 3 3 4 1 4 1

Birla Sun Life Short Term Fund 2 2 3 1 1 3 3 3
DSP BlackRock Banking & PSU Debt Fund 2 2 4 1 4 3 4 2
HDFC Medium Term Opportunities Fund 2 2 4 1 4 3 4 2
ICICI Prudential Short Term Plan 2 2 5 4 1 3 4 3
Kotak Banking and PSU Debt Fund 2 2 2 1 4 4 3 2
Reliance Banking & PSU Debt Fund 2 2 3 1 4 2 3 3
UTI Short Term Income Fund 2 3 3 1 3 2 4 3

Axis Short Term Fund 3 3 3 1 1 2 3 3
Birla Sun Life Short Term Opportunities Fund 3 1 5 5 3 4 5 4
HDFC Short Term Opportunities Fund 3 4 1 4 3 3 1 4
ICICI Prudential Ultra Short Term Plan 3 3 2 1 1 3 2 3
IDFC Super Saver Income Fund - Short Term 3 5 2 1 3 3 2 3
Invesco India Short Term Fund 3 3 4 1 3 2 5 2
JPMorgan India Banking and PSU Debt Fund 3 5 1 1 3 3 1 2
Kotak Bond Short Term Plan 3 3 4 3 1 3 3 3
L&T Short Term Opportunities Fund 3 5 2 1 1 3 2 2
Reliance Short Term Fund 3 3 3 3 1 3 3 4
SBI Short Term Debt Fund 3 3 3 4 1 3 3 3
Sundaram Select Debt ST Asset Plan 3 4 3 1 3 2 3 2
Tata Short Term Bond Fund 3 4 3 1 1 2 2 3

Axis Fixed Income Opportunities Fund 4 3 3 4 1 4 3 4
DHFL Pramerica Banking & PSU Debt Fund 4 3 3 5 1 4 3 3
DHFL Pramerica Short Maturity Fund 4 3 2 4 3 5 2 5
HDFC Banking & PSU Debt Fund 4 1 4 4 5 5 4 3
HSBC Income Fund - Short Term Plan 4 4 3 1 3 3 3 4
IDFC Money Manager Fund - Investment Plan 4 4 2 1 5 2 1 4
Reliance Floating Rate Fund 4 4 1 4 5 4 2 4

BNP Paribas Medium Term Income Fund 5 3 3 1 4 5 3 5
DHFL Pramerica Premier Bond Fund 5 3 4 5 1 4 4 3
DSP BlackRock Short Term Fund 5 4 2 1 4 4 2 5
  Top
Credit Opportunities Funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Mean Return Volatility Exposure to Sensitive Sector Company Concentration Asset Quality Modified Duration Liquidity
Weightages

50.0% 10.0% 5.0% 5.0% 10.0% 5.0% 15.0%
Kotak Medium Term Fund 1 1 3 3 3 2 4 1
Reliance Corporate Bond Fund 1 1 3 3 1 1 5 1

Birla Sun Life Corporate Bond Fund 2 3 3 1 3 3 3 3
DSP BlackRock Income Opportunities Fund 2 2 3 2 4 3 4 2
Kotak Income Opportunities Fund 2 2 3 4 3 3 3 3
UTI Income Opportunities Fund 2 3 2 2 1 2 3 2

Birla Sun Life Medium Term Plan 3 3 4 2 1 2 4 2
BOI AXA Corporate Credit Spectrum Fund 3 2 4 1 5 5 3 2
DHFL Pramerica Credit Opportunities Fund 3 3 2 4 5 3 1 3
Franklin India Low Duration Fund 3 4 2 3 3 3 1 3
HDFC Corporate Debt Opportunities Fund 3 2 3 3 1 3 5 3
HDFC Short Term Plan 3 4 1 3 1 3 2 3
ICICI Prudential Corporate Bond Fund 3 3 3 5 1 1 4 3
L&T Income Opportunities Fund 3 3 3 2 3 2 3 3
Reliance Regular Savings Fund - Debt 3 3 1 4 3 3 3 3
SBI Corporate Bond Fund 3 3 2 3 3 3 3 3

Franklin India Corporate Bond Opportunities Fund 4 5 4 4 3 4 2 5
Franklin India Dynamic Accrual Fund 4 3 3 3 1 4 3 4
Franklin India Income Builder Account 4 4 4 3 4 4 3 4
ICICI Prudential Regular Savings Fund 4 3 3 5 1 3 3 4

Franklin India Income Opportunities Fund 5 4 5 3 4 4 2 4
Franklin India Short Term Income Plan 5 5 5 3 4 5 2 5
  Top
Ultra Short-term Debt funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Mean Return Volatility Exposure to Sensitive Sector Company Concentration Asset Quality Modified Duration Liquidity
Weightages

50.0% 10.0% 5.0% 5.0% 10.0% 5.0% 15.0%
Axis Treasury Advantage Fund 1 4 2 1 1 2 1 2
Birla Sun Life Floating Rate Fund - Long Term 1 1 5 1 3 3 5 1
DHFL Pramerica Short Term Floating Rate Fund 1 4 3 1 3 2 3 1
DSP BlackRock Ultra Short Term Fund 1 3 4 1 4 2 3 2

Birla Sun Life Savings Fund 2 1 4 3 1 3 5 3
HDFC Floating Rate Income Fund - Short Term Plan 2 2 3 3 3 3 4 3
ICICI Prudential Flexible Income Plan 2 2 3 3 1 3 3 3
IDBI Ultra Short Term Fund 2 4 3 4 1 1 3 2
Invesco India Credit Opportunities Fund 2 5 1 4 4 3 1 4
L&T Ultra Short Term Fund 2 3 4 1 3 2 4 2
Sundaram Flexible Fund - Short Term Plan 2 5 4 1 5 1 2 1
Sundaram Ultra Short Term Fund 2 4 2 1 4 1 3 2

Birla Sun Life Cash Manager 3 3 3 4 3 3 4 3
Canara Robeco Savings Plus Fund 3 3 3 1 3 3 4 3
DHFL Pramerica Ultra Short Term Fund 3 3 2 1 1 2 2 3
IDFC Banking Debt Fund 3 5 5 1 5 1 2 1
IDFC Money Manager Fund - Treasury Plan 3 4 3 3 4 2 3 2
IDFC Ultra Short Term Fund 3 3 3 3 3 3 3 3
Indiabulls Ultra Short Term Fund 3 3 2 4 4 3 1 2
Invesco India Ultra Short Term Fund 3 3 3 3 3 3 3 3
JM Money Manager Fund - Super Plus Plan 3 3 4 1 4 3 4 3
Kotak Treasury Advantage Fund 3 4 2 3 3 3 2 3
Principal Low Duration Fund 3 3 3 3 3 4 3 4
Reliance Medium Term Fund 3 1 5 3 1 4 5 3
Reliance Money Manager Fund 3 3 3 1 3 3 3 2
SBI Treasury Advantage Fund 3 4 4 3 1 3 3 3
SBI Ultra Short Term Debt Fund 3 4 2 3 1 2 2 3
Tata Floater Fund 3 3 2 3 1 2 3 3
UTI Treasury Advantage Fund 3 3 3 3 1 3 3 3

Baroda Pioneer Treasury Advantage Fund 4 2 3 5 4 4 3 4
DSP BlackRock Money Manager Fund 4 5 1 3 1 3 1 3
HDFC Cash Management Fund - Treasury Advantage Plan 4 3 4 3 3 4 5 4
ICICI Prudential Savings Fund 4 2 4 4 1 5 4 4
Invesco India Medium Term Bond Fund 4 2 2 4 3 4 2 5
Kotak Low Duration Fund 4 2 3 4 3 5 3 5
SBI Savings Fund 4 3 3 4 1 3 3 4
UTI Floating Rate Fund - STP 4 3 3 3 3 4 4 3

DHFL Pramerica Low Duration Fund 5 2 1 5 4 4 2 5
Franklin India Ultra Short Bond Fund 5 1 1 5 1 5 2 5
Indiabulls Short Term Fund 5 2 5 5 5 5 4 4
LIC MF Savings Plus Fund 5 3 3 3 5 4 3 4
  Top
Liquid funds (Cluster ranks are arranged alphabetically)
  Sep - 16 Rank Mean Return Volatility Exposure to Sensitive Sector Company Concentration Asset Quality Liquidity
Weightages

50.0% 10.0% 5.0% 5.0% 10.0% 20.0%
Indiabulls Liquid Fund 1 1 3 3 1 4 1
JM High Liquidity Fund 1 2 3 1 3 4 1
Tata Liquid Fund 1 4 3 1 1 2 2

Axis Liquid Fund 2 3 2 2 3 3 2
HDFC Cash Management Fund - Savings Plan 2 4 1 4 1 3 2
HDFC Liquid Fund 2 3 3 4 1 1 2
HSBC Cash Fund 2 4 2 1 1 2 3
ICICI Prudential Liquid Plan 2 3 3 3 1 1 3
L&T Liquid Fund 2 3 3 3 1 3 2
Sundaram Money Fund 2 3 2 3 1 3 3

Canara Robeco Liquid 3 5 4 1 3 2 3
DHFL Pramerica Insta Cash Plus Fund 3 2 3 1 3 4 4
DSP BlackRock Liquidity Fund 3 3 3 3 1 4 2
ICICI Prudential Money Market Fund 3 2 2 3 3 2 3
IDBI Liquid Fund 3 4 3 3 3 3 4
IDFC Cash Fund 3 4 4 3 3 2 2
Invesco India Liquid Fund 3 3 1 2 1 4 3
Kotak Floater - Short Term 3 2 3 5 4 2 3
Kotak Liquid 3 3 4 5 5 1 1
LIC MF Liquid Fund 3 4 2 2 1 5 3
Reliance Liquid Fund - Treasury Plan 3 3 3 3 3 3 3
SBI Premier Liquid Fund 3 4 5 4 1 3 3
Tata Money Market Fund 3 3 3 1 1 3 3
Union KBC Liquid Fund 3 5 1 3 3 3 3

Baroda Pioneer Liquid Fund 4 1 5 4 4 2 5
Birla Sun Life Cash Plus 4 2 4 3 4 3 4
Franklin India Treasury Management Account 4 2 4 3 4 4 4
Reliance Liquidity Fund 4 3 2 3 5 3 3
SBI Magnum InstaCash 4 3 4 4 4 3 4
Taurus Liquid Fund 4 2 2 2 5 5 4
UTI Liquid Cash Plan 4 3 4 3 3 4 4

Birla Sun Life Floating Rate Fund - Short Term 5 1 3 4 4 5 5
Reliance Liquid Fund - Cash Plan 5 5 5 5 3 3 3
UTI Money Market Fund 5 3 3 4 4 3 5
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