CRISIL Mutual Fund Ranking List : Quarter Ended June 2014

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

50% 25% 10% 5% 10%
Birla Sun Life Long Term Advantage Fund 1 1 1 3 2 1 3
Birla Sun Life Top 100 Fund 1 1 1 3 3 1 3
BNP Paribas Equity Fund 1 2 2 1 2 2 3
Quantum Long-Term Equity Fund 1 1 1 2 1 3 3

Axis Equity Fund 2 2 2 2 4 3 4
Birla Sun Life Frontline Equity Fund 2 2 2 3 3 1 4
Canara Robeco Large Cap+ Fund 2 NA 4 3 4 3 1
ICICI Prudential Top 100 Fund 2 1 2 3 5 5 3
ICICI Prudential Top 200 Fund 2 3 2 3 3 3 3
L&T Equity Fund 2 3 3 2 1 2 4
SBI Blue Chip Fund 2 2 2 2 1 2 4
Union KBC Equity Fund 2 NA 3 3 3 3 2
UTI Equity Fund 2 2 2 1 1 2 4

Baroda Pioneer Growth Fund 3 4 3 4 2 1 3
Canara Robeco Equity Diversified 3 3 3 3 2 2 3
Franklin India Opportunities Fund 3 3 3 4 4 4 3
HDFC Top 200 Fund 3 3 1 5 4 3 5
HSBC Equity Fund 3 4 3 4 3 3 2
ICICI Prudential Focused Bluechip Equity Fund 3 2 3 3 4 3 5
JM Multi Strategy Fund 3 5 2 5 5 3 3
JPMorgan India Equity Fund 3 3 3 3 4 3 2
Kotak Opportunities 3 3 3 2 4 2 3
L&T India Large Cap Fund 3 3 3 3 3 2 2
Principal Large Cap Fund 3 2 3 3 3 4 2
Reliance Focused Large Cap Fund 3 2 2 4 3 4 3
UTI India Lifestyle Fund 3 3 4 2 2 3 3
UTI Leadership Equity Fund 3 3 3 3 3 4 2
UTI Mastershare Unit Scheme 3 3 3 2 2 3 4
UTI Opportunities Fund 3 3 3 1 2 3 5
UTI Top 100 Fund 3 3 4 1 2 3 3

IDFC Equity Fund 4 3 4 4 3 5 1
Kotak 50 4 4 4 4 4 4 2
LIC Nomura MF Equity Fund 4 4 3 4 3 4 3
Sundaram Growth Fund 4 3 5 4 3 2 1
Sundaram Select Focus 4 4 4 4 5 4 2
Tata Pure Equity Fund 4 3 4 2 3 3 3
UTI Contra Fund 4 4 5 5 2 4 2
UTI Dividend Yield Fund 4 5 4 2 3 2 5
UTI Master Plus Unit Scheme* 4 3 3 3 3 3 3

DSP BlackRock Top 100 Equity Fund 5 5 3 5 4 5 4
Franklin India Bluechip Fund 5 4 5 3 3 3 4
IDFC Imperial Equity Fund 5 4 5 3 3 4 1
SBI Magnum Equity Fund 5 3 4 3 5 5 4
UTI Master Plus Unit Scheme has been merged with UTI Leadership Equity Fund
  Top
Diversified Equity funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 14 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

50% 25% 10% 5% 10%
Birla Sun Life Equity Fund 1 2 1 3 2 2 3
Franklin India High Growth Companies Fund 1 2 1 2 2 3 4
ICICI Prudential Exports and Other Services Fund 1 1 1 2 5 4 3
Principal Growth Fund 1 1 1 4 1 1 1
Tata Ethical Fund 1 1 3 1 2 3 2

Birla Sun Life Advantage Fund 2 3 2 4 3 1 3
Birla Sun Life Special Situations Fund 2 4 2 4 3 3 2
HDFC Capital Builder Fund 2 3 2 3 3 3 3
HSBC India Opportunities Fund 2 2 2 3 3 3 3
Kotak Classic Equity Fund 2 NA 3 2 2 3 1
L&T India Special Situations Fund 2 2 3 3 1 1 3
Mirae Asset India Opportunities Fund 2 2 2 3 2 2 3
Reliance Equity Opportunities Fund 2 2 2 3 2 3 5
Tata Equity PE Fund 2 3 1 3 3 3 3
UTI MNC Fund 2 1 3 1 3 4 4

DSP BlackRock Opportunities Fund 3 3 3 3 4 1 2
DWS Investment Opportunity Fund 3 3 4 3 3 2 1
Franklin India Flexi Cap Fund 3 3 3 3 3 4 3
Franklin India Prima Plus 3 3 3 2 2 2 4
HDFC Core and Satellite Fund 3 5 2 5 3 4 3
HDFC Equity Fund 3 3 2 5 4 4 5
HDFC Premier MultiCap Fund 3 4 3 5 2 3 3
HDFC Small and Mid Cap Fund 3 3 3 3 3 3 2
ICICI Prudential Dynamic Plan 3 1 3 1 4 3 4
Kotak Select Focus Fund 3 2 3 3 4 2 2
PineBridge India Equity Fund 3 3 4 1 3 5 3
Reliance Growth Fund 3 4 3 4 2 3 5
Reliance Top 200 Fund 3 3 2 4 3 4 3
Reliance Vision Fund 3 4 3 4 3 3 4
SBI Magnum MultiCap Fund 3 3 3 3 2 1 3
SBI Magnum Multiplier Plus Scheme 1993 3 2 3 2 1 3 4
Tata Equity Opportunities Fund 3 3 3 2 3 3 2
UTI-Services Industries Fund 3 3 2 3 5 5 3

Birla Sun Life Dividend Yield Plus 4 4 4 3 4 2 4
Birla Sun Life India GenNext Fund 4 2 4 2 4 2 2
DSP BlackRock Equity Fund 4 4 3 4 3 3 4
HDFC Growth Fund 4 5 4 4 4 4 4
IDFC Classic Equity Fund 4 3 5 2 3 4 2
Principal Dividend Yield Fund 4 NA 4 3 4 2 2
Reliance Regular Savings Fund - Equity 4 4 3 3 1 2 5
SBI Contra Fund 4 4 5 1 3 3 5
Tata Dividend Yield Fund 4 3 4 2 4 3 3
Taurus Starshare 4 3 4 4 3 2 1

DSP BlackRock Focus 25 Fund 5 4 4 4 4 5 2
HDFC Large Cap Fund 5 3 5 2 1 4 3
SBI PSU Fund 5 5 5 5 5 5 3
Sundaram Select Thematic Funds PSU Opportunities 5 5 5 5 5 4 1
Templeton India Growth Fund 5 5 4 3 5 5 4
  Top
Small and Mid-cap Equity funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 14 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

50% 25% 10% 5% 10%
Birla Sun Life Pure Value Fund 1 NA 1 5 5 4 2
Franklin India Smaller Companies Fund 1 1 1 3 2 2 3
Reliance Small Cap Fund 1 2 1 3 3 3 4

BNP Paribas Mid Cap Fund 2 NA 3 3 3 2 2
JPMorgan India Mid and Small Cap Fund 2 2 3 3 5 3 1
L&T Midcap Fund 2 NA 3 3 2 1 2
Mirae Asset Emerging Bluechip Fund 2 1 2 3 2 2 3
Religare Invesco Mid N Small Cap Fund 2 NA 3 2 3 4 2
SBI Magnum Midcap Fund 2 1 3 2 1 3 3
UTI Thematic - Mid Cap Fund 2 2 2 3 1 1 3

Axis Midcap Fund 3 3 2 4 3 3 3
Birla Sun Life Small & Midcap Fund 3 NA 4 2 4 3 2
DSP BlackRock Micro Cap Fund 3 3 2 3 1 3 4
Franklin India Prima Fund 3 3 3 2 3 2 3
HDFC Mid-Cap Opportunities Fund 3 3 3 2 3 1 5
HSBC Midcap Equity Fund 3 NA 2 5 2 4 3
ICICI Prudential MidCap Fund 3 3 2 4 4 5 3
ICICI Prudential Value Discovery Fund 3 3 3 4 4 3 4
Principal Emerging Bluechip Fund 3 2 3 4 3 2 2
Reliance Long Term Equity Fund 3 4 3 4 2 4 4
SBI Magnum Global Fund 3 2 4 1 3 3 4
Sundaram Select Midcap 3 3 3 3 3 4 4
Tata Mid Cap Growth Fund 3 3 3 3 3 2 2

Birla Sun Life Midcap Fund 4 5 4 3 4 3 3
Birla Sun Life MNC Fund 4 3 4 1 5 5 4
DSP BlackRock Small and Midcap Fund 4 3 3 4 3 3 3
IDFC Premier Equity Fund 4 3 4 2 4 4 5
Kotak Midcap 4 4 4 4 2 2 3
Sundaram Equity Multiplier Fund 4 4 5 3 3 3 1
Sundaram S M I L E Fund 4 5 2 5 3 4 3

IDFC Sterling Equity Fund 5 4 4 2 2 3 3
SBI Emerging Businesses Fund 5 5 5 1 4 5 5
Sundaram Rural India Fund 5 4 5 3 4 3 1
  Top
Thematic - Infrastructure funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 14 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

50% 25% 10% 5% 10%
Birla Sun Life Infrastructure Fund 1 1 1 2 3 1 3

DSP BlackRock India T.I.G.E.R. Fund 2 2 3 3 4 3 2
HSBC Progressive Themes Fund 2 NA 2 4 3 4 2

HDFC Infrastructure Fund 3 3 2 5 2 4 4
ICICI Prudential Infrastructure Fund 3 3 3 3 2 3 3
JM Basic Fund 3 2 3 4 4 3 1
Tata Infrastructure Fund 3 3 4 2 3 3 3
UTI Infrastructure Fund 3 3 3 3 3 3 3

Reliance Diversified Power Sector Fund 4 4 3 3 5 2 5
Sundaram Infrastructure Advantage Fund 4 4 5 1 3 2 3

SBI Infrastructure Fund 5 5 4 3 1 5 4
  Top
Consistent Performers - Equity funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 14 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 1 1 1 1
Birla Sun Life Top 100 Fund 1 2 2 3 1
Reliance Equity Opportunities Fund 1 1 1 3 1
SBI Emerging Businesses Fund 1 1 2 2 2
Tata Ethical Fund 1 1 2 1 1
UTI Equity Fund 1 1 2 2 1
UTI MNC Fund 1 1 2 1 1
UTI Opportunities Fund 1 1 3 2 1

Birla Sun Life Frontline Equity Fund 2 2 3 3 1
Birla Sun Life Infrastructure Fund 2 3 3 5 2
BNP Paribas Equity Fund 2 3 3 2 2
Canara Robeco Equity Diversified 2 2 3 2 2
DSP BlackRock India T.I.G.E.R. Fund 2 3 4 5 2
DSP BlackRock Small and Midcap Fund 2 2 1 3 3
Franklin India High Growth Companies Fund 2 NA 2 3 2
Franklin India Prima Fund 2 2 1 2 3
HDFC Equity Fund 2 2 2 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 2 2
ICICI Prudential Top 100 Fund 2 2 3 3 2
ICICI Prudential Value Discovery Fund 2 2 1 2 2
IDFC Premier Equity Fund 2 1 2 1 2
L&T Equity Fund 2 2 3 3 2
SBI Magnum Global Fund 2 2 2 1 3
Tata Dividend Yield Fund 2 2 3 1 2

Birla Sun Life Dividend Yield Plus 3 2 3 1 3
Birla Sun Life Equity Fund 3 4 2 3 4
DSP BlackRock Equity Fund 3 3 3 3 3
DSP BlackRock Opportunities Fund 3 3 3 3 3
DSP BlackRock Top 100 Equity Fund 3 3 4 4 3
Franklin India Bluechip Fund 3 2 4 3 2
Franklin India Flexi Cap Fund 3 3 3 3 3
Franklin India Prima Plus 3 3 3 2 2
HDFC Capital Builder Fund 3 2 2 2 3
HDFC Core and Satellite Fund 3 3 3 4 3
HDFC Growth Fund 3 3 3 3 3
HDFC Premier MultiCap Fund 3 3 3 4 3
HSBC India Opportunities Fund 3 3 3 3 3
ICICI Prudential Infrastructure Fund 3 3 4 5 3
ICICI Prudential Top 200 Fund 3 3 3 4 3
JPMorgan India Equity Fund 3 3 3 3 3
Kotak Midcap 3 3 2 3 3
PineBridge India Equity Fund 3 3 3 1 3
Principal Growth Fund 3 3 2 4 3
Principal Large Cap Fund 3 3 3 3 3
Reliance Growth Fund 3 3 3 4 3
Reliance Regular Savings Fund - Equity 3 3 3 4 3
Reliance Top 200 Fund 3 NA 3 4 3
SBI Blue Chip Fund 3 3 3 3 3
SBI Magnum Equity Fund 3 3 4 3 3
SBI Magnum Midcap Fund 3 3 1 2 3
SBI Magnum Multiplier Plus Scheme 1993 3 3 3 3 3
Sundaram Select Midcap 3 3 1 3 3
Tata Equity Opportunities Fund 3 3 3 2 3
Tata Equity PE Fund 3 3 2 3 3
Tata Pure Equity Fund 3 3 3 3 3
Taurus Starshare 3 3 4 4 3
UTI Dividend Yield Fund 3 2 3 2 2
UTI Mastershare Unit Scheme 3 3 4 2 3
UTI Thematic - Mid Cap Fund 3 3 1 3 3
UTI-Services Industries Fund 3 3 3 4 3

Birla Sun Life Advantage Fund 4 4 3 4 4
Birla Sun Life Midcap Fund 4 4 3 2 5
Franklin India Opportunities Fund 4 4 4 4 4
HDFC Large Cap Fund 4 4 4 3 4
HSBC Equity Fund 4 5 4 3 5
ICICI Prudential MidCap Fund 4 4 2 2 5
IDFC Classic Equity Fund 4 4 5 3 4
Kotak 50 4 4 4 3 4
Kotak Opportunities 4 3 3 3 4
Reliance Focused Large Cap Fund 4 5 4 4 5
Reliance Vision Fund 4 4 4 4 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 4 2 5 5
Templeton India Growth Fund 4 4 4 3 4
UTI Leadership Equity Fund 4 4 4 3 4
UTI Master Plus Unit Scheme* 4 4 4 3 4

IDFC Imperial Equity Fund 5 4 5 3 4
JM Basic Fund 5 5 5 5 4
Reliance Diversified Power Sector Fund 5 5 5 5 4
SBI Contra Fund 5 4 5 2 5
Sundaram Infrastructure Advantage Fund 5 5 5 4 4
Sundaram Select Focus 5 5 4 4 5
Tata Infrastructure Fund 5 5 5 5 4
UTI Contra Fund 5 5 5 4 5
UTI Infrastructure Fund 5 5 5 5 4
UTI Master Plus Unit Scheme has been merged with UTI Leadership Equity Fund
  Top
Equity Linked Savings Scheme (ELSS) (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 14 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
Reliance Tax Saver Fund 1 2 1 5 1 3 5

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

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

Canara Robeco Equity Tax Saver 4 4 4 3 3 2 3
L&T Tax Advantage Fund 4 4 4 3 3 2 3
Principal Personal Tax Saver 4 3 3 4 5 5 1
UTI Equity Tax Saving Plan 4 4 4 2 2 4 3

Kotak Tax Saver Scheme 5 5 5 4 4 3 3
Sundaram Taxsaver 5 5 5 4 3 2 3
  Top
Index funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 14 Rank
Weightages

Kotak Nifty ETF 1 1

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

HDFC Index Fund - Nifty Plan 3 3
HDFC Index Fund - Sensex Plan 3 3
ICICI Prudential Index Fund - Nifty Plan 3 3
IDBI Nifty Index Fund 3 5
Reliance Index Fund - Nifty Plan 3 3
SBI Nifty Index Fund 3 3

Birla Sun Life Index Fund 4 NA
Franklin India Index Fund - NSE Nifty Plan 4 4

Franklin India Index Fund - BSE Sensex Plan 5 4
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Balanced funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 14 Rank Superior Return Score Industry Concentration Company Concentration Debt Asset Quality Debt Liquidity Equity Liquidity
Weightages

75% 10% 5% 5%* 5%* 10%*K
HDFC Balanced Fund 1 2 2 2 1 1 2 4

HDFC Prudence Fund 2 3 1 4 3 1 4 5
ICICI Prudential Balanced Fund 2 1 2 3 2 1 3 3
Tata Balanced Fund 2 3 2 4 3 1 3 3

Birla Sun Life 95 Fund 3 3 3 5 3 2 4 2
Canara Robeco Balance 3 4 3 3 2 1 1 3
Franklin India Balanced Fund 3 3 3 3 4 2 5 2
Reliance Regular Savings Fund - Balanced 3 3 3 3 4 1 2 4
SBI Magnum Balanced Fund 3 2 3 3 4 1 3 4

ICICI Prudential Balanced Advantage Fund 4 2 4 1 2 1 3 3
Kotak Balance 4 4 4 2 5 2 4 1
UTI Balanced Fund 4 4 4 2 3 2 2 3

DSP BlackRock Balanced Fund 5 5 5 4 3 1 3 2

K = Equity Component in Hybrid Funds
  Top
Consistent Performers - Balanced funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 14 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
HDFC Prudence Fund 2 3 2 2
Tata Balanced Fund 2 2 2 2

Birla Sun Life 95 Fund 3 3 3 3
Canara Robeco Balance 3 3 3 3
ICICI Prudential Balanced Advantage Fund 3 2 3 3
Reliance Regular Savings Fund - Balanced 3 3 3 3
SBI Magnum Balanced Fund 3 3 3 3

Franklin India Balanced Fund 4 4 4 4
Kotak Balance 4 4 4 4
UTI Balanced Fund 4 4 4 5

DSP BlackRock Balanced Fund 5 5 5 4
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Monthly Income Plan - Aggressive (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 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%* 7.5%*K 5%
HDFC Monthly Income Plan - LTP 1 3 1 3 3 1 3 5 5
UTI MIS Advantage Plan 1 1 2 3 2 1 4 3 4

Birla Sun Life MIP II - Wealth 25 Plan 2 1 1 4 4 1 4 4 5
HSBC MIP - Savings 2 2 2 3 4 1 1 3 3
ICICI Prudential MIP 25 2 2 2 4 2 1 4 4 3

Canara Robeco Monthly Income Plan 3 2 3 3 3 1 2 2 3
Franklin India Monthly Income Plan 3 3 3 2 4 2 5 3 4
HDFC Monthly Income Plan - STP 3 4 3 3 3 2 3 4 3
Kotak Monthly Income Plan 3 3 3 2 3 2 3 3 2
Reliance Monthly Income Plan 3 4 3 4 1 1 3 5 4
Tata MIP Plus Fund 3 3 4 1 3 1 2 3 3

DSP BlackRock MIP Fund 4 3 3 5 3 1 3 3 3
LIC Nomura MF Monthly Income Plan 4 3 4 1 5 1 1 1 1
Peerless Income Plus Fund 4 4 4 5 5 3 5 1 1

IDBI Monthly Income Plan 5 5 5 2 2 1 3 2 2
L&T Monthly Income Plan 5 5 5 3 1 1 2 2 2
K = Equity Component in Hybrid Funds
  Top
Long Term Gilt funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 14 Rank Superior Return Score Modified Duration Liquidity
Weightages

75% 10% 15.0%
L&T Gilt 1 1 1 3 4
SBI Magnum Gilt Fund - Long Term 1 2 1 2 2

IDFC G Sec Fund - Investment Plan 2 1 2 1 3
IDFC G Sec Fund - PF Plan 2 2 2 2 3
Tata Gilt Securities Fund 2 2 2 3 4

Franklin India Government Securities Fund - Composite Plan 3 5 3 3 1
Franklin India Government Securities Fund - Long Term Plan 3 5 3 4 2
HDFC Gilt Fund - Long Term Plan 3 3 4 3 3
ICICI Prudential Gilt - Investment - PF Option 3 4 3 4 3
Kotak Gilt - Investment 3 3 3 3 3
Reliance Gilt Securities Fund 3 3 3 3 3
UTI Gilt Advantage Fund - Long Term Plan 3 3 3 5 3

Birla Sun Life Govt Securities - Long Term Plan 4 3 4 5 4
DWS Gilt Fund 4 3 3 3 5
ICICI Prudential Long Term Gilt Fund 4 4 4 4 5

DSP BlackRock Govt Sec Fund 5 3 5 2 1
Principal Government Securities Fund 5 4 5 1 2
  Top
Long Term Income funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 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%
HDFC High Interest Fund - Dynamic Plan 1 2 1 4 1 1 3 1
Reliance Dynamic Bond Fund 1 1 1 4 1 1 3 1
Tata Income Fund 1 1 2 2 2 1 3 1

BNP Paribas Flexi Debt Fund 2 1 2 2 5 4 3 1
Canara Robeco Dynamic Bond Fund 2 2 2 3 3 1 2 1
DSP BlackRock Strategic Bond Fund 2 2 2 2 3 4 3 1
ICICI Prudential Income Opportunities Fund 2 3 2 3 4 4 2 1
IDFC Dynamic Bond Fund 2 2 3 3 3 1 2 1
UTI Bond Fund 2 3 2 5 3 5 5 1
UTI-Dynamic Bond Fund 2 3 1 4 5 5 3 1

Axis Dynamic Bond Fund 3 NA 3 3 1 1 3 1
Canara Robeco Income 3 3 3 3 3 1 3 1
DWS Premier Bond Fund 3 3 3 1 3 1 1 1
Franklin India Income Fund 3 3 2 3 5 1 5 1
HDFC Income Fund 3 5 3 4 1 1 4 1
HSBC Flexi Debt Fund 3 2 3 3 2 1 1 1
ICICI Prudential Income Plan 3 5 3 5 2 1 4 1
IDFC Super Saver Income Fund - Investment Plan 3 3 3 3 4 1 2 1
JPMorgan India Active Bond Fund 3 3 3 3 4 1 2 1
Kotak Bond 3 4 3 4 1 4 5 1
L&T Flexi Bond Fund 3 2 3 2 4 1 1 1
LIC Nomura MF Bond Fund 3 3 3 1 3 1 3 1
Sundaram Bond Saver 3 3 3 3 1 1 4 1

Birla Sun Life Income Plus 4 4 4 5 3 1 4 1
DSP BlackRock Bond Fund 4 4 4 2 3 5 4 4
Reliance Income Fund 4 4 4 4 1 1 4 1
Religare Invesco Active Income Fund 4 3 4 2 4 1 4 1
SBI Dynamic Bond Fund 4 3 4 3 3 1 3 1
SBI Magnum Income Fund 4 3 4 3 3 4 3 1
Sundaram Flexible Fund - Flexible Income Plan 4 5 4 4 4 1 3 1

HSBC Income Fund - Investment Plan 5 4 5 3 3 1 2 1
L&T Triple Ace Bond Fund 5 4 5 2 3 1 2 1
Principal Income Fund - Long Term Plan 5 3 5 1 4 1 3 1
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Consistent Performers - Debt funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 14 Rank Superior Return Score CRISIL Rank Performance
Weightages

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

Canara Robeco Income 2 2 3 2
HDFC High Interest Fund - Dynamic Plan 2 2 2 2
SBI Magnum Income Fund 2 1 2 2

Birla Sun Life Income Plus 3 3 3 3
BNP Paribas Flexi Debt Fund 3 3 2 3
HDFC Income Fund 3 3 4 3
IDFC Super Saver Income Fund - Investment Plan 3 3 3 3
Kotak Bond 3 3 3 3
Tata Income Fund 3 3 3 3

Franklin India Income Fund 4 4 3 4
LIC Nomura MF Bond Fund 4 4 4 4
Reliance Income Fund 4 4 4 4

DSP BlackRock Bond Fund 5 5 5 5
ICICI Prudential Income Plan 5 5 5 5
  Top
Short Term Income Funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 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 1 3 3 3 3 1 1 3
Tata Short Term Bond Fund 1 1 2 3 3 1 1 3 3

Birla Sun Life Short Term Fund 2 2 2 2 4 1 1 3 3
HSBC Income Fund - Short Term Plan 2 3 4 3 3 1 1 3 2
IDFC Super Saver Income Fund - Short Term 2 2 3 3 4 1 1 3 2
JPMorgan India Short Term Income Fund 2 3 3 1 4 3 1 2 3
Sundaram Select Debt ST Asset Plan 2 2 3 1 2 3 1 3 3

Axis Short Term Fund 3 3 4 3 3 3 1 2 2
Birla Sun Life Dynamic Bond Fund 3 4 2 5 1 1 1 5 3
HDFC Medium Term Opportunities Fund 3 3 2 4 3 4 1 3 2
PineBridge Short Term Fund 3 3 5 2 5 1 1 1 1
Reliance Short Term Fund 3 4 3 4 3 4 1 4 4
Religare Invesco Bank Debt Fund 3 NA 5 2 5 1 1 2 1
Religare Invesco Short Term Fund 3 3 4 2 4 1 1 3 3
SBI Short Term Debt Fund 3 3 3 3 3 3 1 4 3
UTI Short Term Income Fund 3 3 1 3 3 3 1 5 3

DSP BlackRock Short Term Fund 4 3 3 2 2 5 2 2 4
DWS Short Maturity Fund 4 3 3 3 1 1 2 3 5
HDFC High Interest Fund - Short Term Plan 4 4 2 4 1 4 2 4 4
IDFC Super Saver Income Fund - Medium Term 4 5 4 4 4 1 1 4 2
Kotak Bond Short Term Plan 4 4 4 4 3 4 1 3 4

HDFC Short Term Plan 5 5 3 3 1 4 5 2 5
ICICI Prudential Short Term Plan 5 5 1 5 1 5 2 4 4
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Credit Opportunities Funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 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 3 2 1 1 2 4 2 3

DSP BlackRock Income Opportunities Fund 2 2 3 1 3 4 4 3 3 1
Franklin India Corporate Bond Opportunities Fund 2 3 2 3 2 1 3 4 4 4
Reliance Regular Savings Fund - Debt 2 3 4 2 2 3 3 5 2 3

Birla Sun Life Medium Term Plan 3 2 1 3 3 4 5 5 3 3
Birla Sun Life Short Term Opportunities Fund 3 1 2 2 3 5 3 3 3 2
Franklin India Income Opportunities Fund 3 3 3 3 3 1 3 4 3 4
ICICI Prudential Corporate Bond Fund 3 4 2 4 3 3 2 3 4 2
ICICI Prudential Regular Savings Fund 3 3 4 3 2 1 3 5 1 3
L&T Income Opportunities Fund 3 4 3 3 4 1 4 3 1 4

Franklin India Income Builder Account 4 5 3 5 3 1 1 3 5 5
Pramerica Credit Opportunities Fund 4 3 5 3 5 3 2 5 3 3
UTI Income Opportunities Fund 4 3 3 4 4 3 3 4 4 2

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

37.5% 20.0% 5.0% 7.5% 5.0% 10.0% 5.0% 10.0%
ICICI Prudential Flexible Income Plan 1 2 2 2 1 3 1 1 3 3
Reliance Money Manager Fund 1 1 3 1 1 2 3 1 2 4
Religare Invesco Credit Opportunities Fund 1 1 2 1 5 1 1 1 2 5
UTI Treasury Advantage Fund 1 1 3 1 2 1 5 1 3 2

Axis Treasury Advantage Fund 2 2 4 2 4 1 5 1 1 3
DWS Ultra Short Term Fund 2 2 1 3 4 3 2 1 3 3
HDFC Floating Rate Income Fund - Short Term Plan 2 2 2 3 2 3 2 1 1 4
IDFC Ultra Short Term Fund 2 3 2 3 3 3 1 1 3 3
SBI Ultra Short Term Debt Fund 2 3 3 3 2 3 3 1 2 3
Tata Floater Fund 2 3 2 2 3 2 2 1 1 3
UTI Floating Rate Fund - STP 2 1 4 1 2 2 5 1 4 2

Baroda Pioneer Treasury Advantage Fund 3 3 3 4 5 2 3 1 4 3
Birla Sun Life Floating Rate Fund - Long Term 3 3 2 3 3 4 2 1 3 2
Birla Sun Life Savings Fund 3 3 1 3 1 4 3 1 2 4
DSP BlackRock Money Manager Fund 3 3 4 3 3 2 4 1 3 3
Franklin India Ultra Short Bond Fund 3 3 1 3 2 2 2 2 3 5
HDFC Cash Management Fund - Treasury Advantage Plan 3 4 5 3 1 3 5 1 1 4
ICICI Prudential Savings Fund 3 3 3 3 4 3 3 1 3 4
IDFC Money Manager Fund - Treasury Plan 3 3 5 2 4 3 4 1 3 3
JM Money Manager Fund - Super Plus Plan 3 2 3 2 4 3 3 1 4 2
L&T Ultra Short Term Fund 3 2 3 3 4 3 3 1 3 2
Peerless Ultra Short Term Fund 3 3 5 2 5 1 3 1 4 4
Religare Invesco Ultra Short Term Fund 3 NA 4 4 2 2 3 1 1 3
Sundaram Ultra Short Term Fund 3 2 3 2 5 3 3 1 3 3

Birla Sun Life Cash Manager 4 3 4 3 2 4 3 1 2 4
DWS Treasury Fund - Investment Plan 4 3 3 5 3 4 4 1 2 1
Franklin India Low Duration Fund 4 4 1 3 3 3 2 2 3 5
JPMorgan India Treasury Fund 4 4 2 4 3 4 1 1 4 3
Kotak Floater - Long Term 4 4 3 4 3 3 2 1 3 5
Reliance Medium Term Fund 4 4 4 4 3 4 4 1 4 2
Sundaram Flexible Fund - Short Term Plan 4 3 3 5 3 5 4 1 5 1

ICICI Prudential Ultra Short Term Plan 5 5 3 4 3 5 3 1 5 2
IDFC Banking Debt Fund 5 5 3 5 3 5 4 1 5 1
IDFC Money Manager Fund - Investment Plan 5 4 4 4 3 5 4 1 5 1
Reliance Floating Rate Fund 5 5 5 5 4 4 3 1 4 3
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Liquid funds (Cluster ranks are arranged alphabetically)
  Jun - 14 Rank Change Mar - 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 2 4 2 4 3 1 3 1
ICICI Prudential Liquid Plan 1 1 2 3 1 1 1 4 2
ICICI Prudential Money Market Fund 1 2 4 1 2 3 1 4 3
SBI Premier Liquid Fund 1 1 4 2 1 4 1 1 4

Axis Liquid Fund 2 3 3 3 2 3 1 3 2
HDFC Liquid Fund 2 1 2 2 1 3 1 3 4
HSBC Cash Fund 2 2 2 1 4 1 1 1 3
IDFC Cash Fund 2 2 3 2 2 4 1 3 3
JPMorgan India Liquid Fund 2 4 3 3 3 3 1 3 1
LIC Nomura MF Liquid Fund 2 2 4 2 3 4 1 1 3
SBI Magnum InstaCash 2 1 3 1 5 4 1 3 3
Union KBC Liquid Fund 2 2 3 1 4 3 1 3 2

Birla Sun Life Cash Plus 3 4 1 5 1 2 1 3 5
BOI AXA Liquid Fund 3 3 3 2 5 4 1 2 5
DSP BlackRock Liquidity Fund 3 2 4 3 3 4 1 4 2
HDFC Cash Management Fund - Savings Plan 3 3 3 3 2 3 1 1 3
JM High Liquidity Fund 3 3 2 3 3 2 1 1 4
Kotak Floater - Short Term 3 4 3 3 3 2 1 3 2
L&T Liquid Fund 3 3 3 4 3 3 1 2 1
Reliance Liquid Fund - Treasury Plan 3 3 2 4 2 2 1 3 3
Religare Invesco Liquid Fund 3 3 3 3 3 2 1 3 3
Sundaram Money Fund 3 3 3 3 3 2 1 5 2
Tata Liquid Fund 3 3 5 2 3 5 1 2 4
Tata Money Market Fund 3 3 2 3 4 2 1 3 4
Taurus Liquid Fund 3 4 1 3 4 1 1 1 5
UTI Liquid Cash Plan 3 3 4 4 2 4 1 4 3

Birla Sun Life Floating Rate Fund - Short Term 4 4 2 3 3 2 1 4 5
DWS Insta Cash Plus Fund 4 3 5 4 3 4 1 1 3
IDBI Liquid Fund 4 5 5 4 3 5 1 2 2
Indiabulls Liquid Fund 4 NA 4 4 5 3 1 5 1
Kotak Liquid 4 5 3 5 2 3 1 4 2
Peerless Liquid Fund 4 2 1 3 4 1 1 3 4
Reliance Liquidity Fund 4 3 3 2 2 3 1 5 3
UTI Money Market Fund 4 4 3 3 4 3 1 3 4

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