CRISIL Mutual Fund Ranking List : Quarter Ended September 2014

Mutual Fund Ranking Report
 
Large Cap-oriented Equity funds (Cluster ranks are arranged alphabetically)
  Sep - 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 2 1 3
BNP Paribas Equity Fund 1 1 1 2 3 3
SBI Blue Chip Fund 1 1 1 2 2 3
UTI Equity Fund 1 2 1 2 2 4

Birla Sun Life Frontline Equity Fund 2 2 3 3 1 4
BOI AXA Equity Fund 2 3 3 1 1 2
Canara Robeco Large Cap+ Fund 2 4 3 3 3 1
Franklin India Opportunities Fund 2 2 4 4 4 3
Kotak Opportunities 2 2 3 3 3 3
L&T Equity Fund 2 2 2 1 2 5
Tata Equity Opportunities Fund 2 2 2 2 2 3
UTI Opportunities Fund 2 3 2 3 3 5

Axis Equity Fund 3 3 3 3 3 4
Baroda Pioneer Growth Fund 3 3 4 1 1 3
Canara Robeco Equity Diversified 3 3 3 3 2 3
HDFC Index Fund - Sensex Plus Plan 3 3 3 3 4 2
ICICI Prudential Focused Bluechip Equity Fund 3 3 2 5 3 4
ICICI Prudential Top 100 Fund 3 2 3 5 4 3
IDFC Equity Fund 3 4 4 4 5 1
JM Multi Strategy Fund 3 1 5 5 4 3
JPMorgan India Equity Fund 3 3 3 4 3 2
L&T India Large Cap Fund 3 3 3 3 2 2
Principal Large Cap Fund 3 3 3 3 3 2
Tata Pure Equity Fund 3 3 2 3 3 3
Union KBC Equity Fund 3 4 3 2 3 2
UTI India Lifestyle Fund 3 4 2 2 3 3
UTI Leadership Equity Fund 3 3 3 3 3 3
UTI Mastershare Unit Scheme 3 3 2 1 3 4
UTI Top 100 Fund 3 3 1 2 3 3

HDFC Top 200 Fund 4 2 5 4 3 5
IDFC Imperial Equity Fund 4 5 3 3 5 1
Kotak 50 4 4 4 4 4 3
LIC Nomura MF Equity Fund 4 3 4 4 4 3
Reliance Focused Large Cap Fund 4 3 5 3 5 3
SBI Magnum Equity Fund 4 3 3 5 5 4
Sundaram Growth Fund 4 5 4 3 2 1
Sundaram Select Focus 4 4 4 4 4 2

DSP BlackRock Top 100 Equity Fund 5 4 5 4 4 4
Franklin India Bluechip Fund 5 4 3 3 3 4
HSBC Equity Fund 5 5 4 3 3 2
UTI Dividend Yield Fund 5 5 2 3 2 5
  Top
Diversified Equity funds (Cluster ranks are arranged alphabetically)
  Sep - 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 3 3 4
ICICI Prudential Exports and Other Services Fund 1 1 1 5 4 3
Principal Growth Fund 1 2 4 1 1 1
Tata Ethical Fund 1 3 1 3 3 2
UTI MNC Fund 1 1 1 4 4 4

Birla Sun Life Equity Fund 2 1 3 1 2 3
Birla Sun Life Long Term Advantage Fund 2 2 3 2 1 1
Franklin India Prima Plus 2 3 2 3 2 4
HSBC India Opportunities Fund 2 2 3 2 3 2
Kotak Classic Equity Fund 2 4 2 3 2 1
Kotak Select Focus Fund 2 2 3 4 2 3
Mirae Asset India Opportunities Fund 2 2 3 3 3 3
PineBridge India Equity Fund 2 2 1 2 5 3
Quantum Long-Term Equity Fund 2 3 2 1 3 2
Tata Equity PE Fund 2 1 3 2 3 3

Birla Sun Life Advantage Fund 3 2 4 3 2 3
Birla Sun Life India GenNext Fund 3 3 2 4 3 2
Birla Sun Life Special Situations Fund 3 2 4 3 4 2
DSP BlackRock Opportunities Fund 3 3 3 3 1 2
DWS Investment Opportunity Fund 3 4 3 3 2 1
Franklin India Flexi Cap Fund 3 3 3 3 4 3
HDFC Capital Builder Fund 3 3 2 3 3 3
HDFC Equity Fund 3 2 4 4 3 5
HDFC Small and Mid Cap Fund 3 3 3 1 1 3
ICICI Prudential Dynamic Plan 3 3 1 2 3 4
ICICI Prudential Top 200 Fund 3 3 3 3 3 3
L&T India Special Situations Fund 3 3 3 3 1 3
Principal Dividend Yield Fund 3 4 3 4 3 2
Reliance Equity Opportunities Fund 3 2 3 2 3 5
Reliance Growth Fund 3 3 4 2 3 5
Reliance Regular Savings Fund - Equity 3 3 4 2 2 5
Reliance Top 200 Fund 3 3 3 4 4 3
SBI Magnum MultiCap Fund 3 3 3 2 2 3
SBI Magnum Multiplier Plus Scheme 1993 3 3 3 1 3 4
Taurus Starshare 3 4 4 3 2 1

Birla Sun Life Dividend Yield Plus 4 4 3 4 3 4
DSP BlackRock Equity Fund 4 3 4 3 2 4
DSP BlackRock Focus 25 Fund 4 4 3 4 4 3
HDFC Core and Satellite Fund 4 3 5 3 4 3
HDFC Premier MultiCap Fund 4 4 5 2 3 3
IDFC Classic Equity Fund 4 5 2 3 3 2
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 4 3 3
Templeton India Growth Fund 4 3 3 5 5 4

HDFC Growth Fund 5 4 4 4 4 4
HDFC Large Cap Fund 5 5 2 3 5 3
Religare Invesco PSU Equity Fund 5 5 5 5 5 2
SBI PSU Fund 5 5 5 5 5 3
Sundaram Select Thematic Funds PSU Opportunities 5 5 5 5 4 2
  Top
Small and Mid-cap Equity funds (Cluster ranks are arranged alphabetically)
  Sep - 14 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

50% 25% 10% 5% 10%
Canara Robeco Emerging Equities 1 2 4 1 2 1
Franklin India Smaller Companies Fund 1 1 3 2 1 3
Reliance Small Cap Fund 1 1 4 3 4 4
UTI Thematic - Mid Cap Fund 1 1 3 1 1 3

BNP Paribas Mid Cap Fund 2 3 3 3 3 1
DSP BlackRock Micro Cap Fund 2 1 3 1 2 4
L&T Midcap Fund 2 3 2 2 1 2
Mirae Asset Emerging Bluechip Fund 2 2 3 3 2 3
Principal Emerging Bluechip Fund 2 3 4 2 3 2
SBI Magnum Midcap Fund 2 2 2 3 3 3
Tata Mid Cap Growth Fund 2 3 3 3 3 2

Axis Midcap Fund 3 3 3 2 2 3
Birla Sun Life Pure Value Fund 3 2 5 4 3 3
Franklin India Prima Fund 3 3 2 3 2 3
HDFC Mid-Cap Opportunities Fund 3 3 2 3 1 5
HSBC Midcap Equity Fund 3 3 5 2 3 2
ICICI Prudential MidCap Fund 3 2 4 4 5 3
ICICI Prudential Value Discovery Fund 3 2 3 3 3 4
JPMorgan India Mid and Small Cap Fund 3 3 3 4 2 2
Kotak Emerging Equity 3 3 2 3 2 2
Reliance Long Term Equity Fund 3 3 4 2 3 4
Religare Invesco Mid N Small Cap Fund 3 3 2 4 4 2
SBI Magnum Global Fund 3 4 1 4 4 5
Sundaram S M I L E Fund 3 2 5 3 3 3

Birla Sun Life MNC Fund 4 4 1 5 5 4
Birla Sun Life Small & Midcap Fund 4 4 3 5 4 3
IDFC Premier Equity Fund 4 4 1 4 4 5
Kotak Midcap 4 4 4 3 3 3
Sundaram Equity Multiplier Fund 4 5 3 3 3 1
Sundaram Rural India Fund 4 5 3 5 4 1
Sundaram Select Midcap 4 3 4 3 4 4

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

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

Birla Sun Life Infrastructure Fund 2 2 3 4 1 3
JM Basic Fund 2 3 4 3 4 1
PineBridge Infrastructure and Economic Reform Fund 2 1 1 5 5 4

DSP BlackRock India T.I.G.E.R. Fund 3 3 3 3 3 3
HDFC Infrastructure Fund 3 3 5 2 3 5
HSBC Progressive Themes Fund 3 2 5 2 4 2
ICICI Prudential Infrastructure Fund 3 3 3 1 3 4
UTI Infrastructure Fund 3 3 3 3 3 3

SBI Infrastructure Fund 4 5 4 3 4 4
Sundaram Infrastructure Advantage Fund 4 4 2 3 2 3
Tata Infrastructure Fund 4 4 2 4 3 3

IDFC Infrastructure Fund 5 5 3 4 5 2
Reliance Diversified Power Sector Fund 5 4 4 5 2 5
  Top
Consistent Performers - Equity funds (Cluster ranks are arranged alphabetically)
  Sep - 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
ICICI Prudential Exports and Other Services Fund 1 1 2 2
Reliance Equity Opportunities Fund 1 2 3 1
Tata Ethical Fund 1 2 1 1
UTI Equity Fund 1 3 2 1
UTI MNC Fund 1 1 1 1
UTI Opportunities Fund 1 3 2 1

Birla Sun Life Frontline Equity Fund 2 3 3 2
Birla Sun Life Infrastructure Fund 2 4 5 1
BNP Paribas Equity Fund 2 3 2 2
Canara Robeco Equity Diversified 2 3 2 2
Franklin India High Growth Companies Fund 2 2 3 2
Franklin India Prima Fund 2 1 2 3
Franklin India Prima Plus 2 2 2 2
ICICI Prudential Dynamic Plan 2 2 1 2
ICICI Prudential Top 100 Fund 2 3 3 2
ICICI Prudential Value Discovery Fund 2 1 2 2
IDFC Premier Equity Fund 2 2 1 2
JPMorgan India Mid and Small Cap Fund 2 1 3 3
L&T Equity Fund 2 3 3 2
L&T India Large Cap Fund 2 3 3 2
SBI Emerging Businesses Fund 2 2 2 2
SBI Magnum Global Fund 2 1 1 3
Tata Dividend Yield Fund 2 3 1 2
UTI Thematic - Mid Cap Fund 2 1 3 3

Birla Sun Life Dividend Yield Plus 3 3 1 3
Birla Sun Life Equity Fund 3 3 3 3
DSP BlackRock Equity Fund 3 3 3 3
DSP BlackRock India T.I.G.E.R. Fund 3 4 5 2
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 2
Franklin India Flexi Cap Fund 3 3 3 3
HDFC Capital Builder Fund 3 2 2 3
HDFC Equity Fund 3 2 4 2
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 5 5 3
ICICI Prudential MidCap Fund 3 2 3 5
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 3 1 3
Principal Growth Fund 3 3 4 3
Principal Large Cap Fund 3 3 3 3
Reliance Growth Fund 3 3 4 4
Reliance Long Term Equity Fund 3 2 3 4
Reliance Regular Savings Fund - Equity 3 3 4 3
Reliance Top 200 Fund 3 3 4 3
SBI Blue Chip Fund 3 3 3 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 3 3
Taurus Starshare 3 4 4 3
UTI Dividend Yield Fund 3 4 2 3
UTI Mastershare Unit Scheme 3 4 2 3

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

Baroda Pioneer Growth Fund 5 4 4 5
HSBC Equity Fund 5 4 3 5
IDFC Imperial Equity Fund 5 5 3 4
Reliance Diversified Power Sector Fund 5 5 5 4
SBI Contra Fund 5 4 2 5
Sundaram Infrastructure Advantage Fund 5 5 4 4
Sundaram Select Focus 5 4 4 5
Tata Infrastructure Fund 5 5 5 4
UTI Infrastructure Fund 5 5 5 4
  Top
Equity Linked Savings Scheme (ELSS) (Cluster ranks are arranged alphabetically)
  Sep - 14 Rank Mean Return Volatility Industry Concentration Company Concentration Liquidity
Weightages

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

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

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

Canara Robeco Equity Tax Saver 4 4 3 3 2 3
HDFC Tax Saver Fund 4 3 4 4 3 4
L&T Tax Advantage Fund 4 4 3 3 2 3
Principal Personal Tax Saver 4 4 4 4 4 1

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

Kotak Nifty ETF 1

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

HDFC Index Fund - Nifty Plan 3
HDFC Index Fund - Sensex Plan 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
  Top
Balanced funds (Cluster ranks are arranged alphabetically)
  Sep - 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
ICICI Prudential Balanced Fund 1 1 4 3 1 4 3

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

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

DSP BlackRock Balanced Fund 4 4 3 4 1 3 2
ICICI Prudential Balanced Advantage Fund 4 4 1 5 1 3 3
UTI Balanced Fund 4 4 2 3 1 3 3

Kotak Balance 5 5 2 1 2 3 1
K = Equity Component in Hybrid Funds
  Top
` ` ` ` ` ` ` ` ` ` ` ` ` ` ` ` `
Consistent Performers - Balanced funds (Cluster ranks are arranged alphabetically)
  Sep - 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 3 3
SBI Magnum Balanced Fund 3 3 3

DSP BlackRock Balanced Fund 4 4 4
Franklin India Balanced Fund 4 4 4
UTI Balanced Fund 4 4 5

Kotak Balance 5 5 4
  Top
Monthly Income Plan - Aggressive (Cluster ranks are arranged alphabetically)
  Sep - 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 4 4 1 4 4 5
UTI MIS Advantage Plan 1 1 3 2 1 4 3 3

Canara Robeco Monthly Income Plan 2 3 3 3 1 2 2 3
HDFC Monthly Income Plan - LTP 2 2 3 3 1 3 5 4
ICICI Prudential MIP 25 2 2 4 1 1 3 4 3

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

DSP BlackRock MIP Fund 4 3 4 4 1 2 3 3
HDFC Monthly Income Plan - STP 4 4 2 3 2 3 4 2
LIC Nomura MF Monthly Income Plan 4 5 5 5 1 3 1 1

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

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

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

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

Birla Sun Life Govt Securities - Long Term Plan 4 3 4 5
DWS Gilt Fund 4 3 1 5
ICICI Prudential Long Term Gilt Fund 4 4 3 3

DSP BlackRock Govt Sec Fund 5 5 1 3
Principal Government Securities Fund 5 5 2 1
  Top
Long Term Income funds (Cluster ranks are arranged alphabetically)
  Sep - 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 1 4 1 1 3 1
Reliance Dynamic Bond Fund 1 1 3 3 1 4 1
UTI-Dynamic Bond Fund 1 1 1 5 5 2 1

BNP Paribas Flexi Debt Fund 2 2 2 5 4 3 1
Canara Robeco Dynamic Bond Fund 2 2 5 3 1 3 1
DSP BlackRock Strategic Bond Fund 2 2 3 3 4 3 1
ICICI Prudential Income Opportunities Fund 2 2 2 3 4 1 1
L&T Flexi Bond Fund 2 2 3 4 1 2 1
Tata Income Fund 2 2 2 3 1 3 1
UTI Bond Fund 2 2 3 4 4 4 1

Axis Dynamic Bond Fund 3 3 3 2 1 3 1
Birla Sun Life Income Plus 3 3 5 1 1 4 1
Canara Robeco Income 3 3 4 2 1 3 1
DWS Premier Bond Fund 3 3 1 3 1 2 1
Franklin India Income Fund 3 3 3 4 1 5 3
HDFC Income Fund 3 3 4 1 1 4 1
ICICI Prudential Income Plan 3 3 4 1 1 4 1
IDFC Dynamic Bond Fund 3 3 4 4 1 2 1
IDFC Super Saver Income Fund - Investment Plan 3 3 4 3 1 1 1
JPMorgan India Active Bond Fund 3 3 2 4 1 1 1
Kotak Bond 3 3 4 1 1 5 1
Sundaram Bond Saver 3 3 3 1 1 3 1
Sundaram Flexible Fund - Flexible Income Plan 3 4 3 4 1 3 1

DSP BlackRock Bond Fund 4 3 2 3 5 5 5
HSBC Flexi Debt Fund 4 4 3 1 1 2 1
L&T Triple Ace Bond Fund 4 4 3 3 1 2 1
LIC Nomura MF Bond Fund 4 4 2 4 1 3 1
Principal Income Fund - Long Term Plan 4 5 3 3 1 3 1
Reliance Income Fund 4 4 5 3 1 4 1
Religare Invesco Active Income Fund 4 4 1 5 5 4 1

HSBC Income Fund - Investment Plan 5 5 3 1 1 2 1
SBI Dynamic Bond Fund 5 5 3 3 1 3 1
SBI Magnum Income Fund 5 4 2 3 4 3 1
  Top
Consistent Performers - Debt funds (Cluster ranks are arranged alphabetically)
  Sep - 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 2 2
SBI Magnum Income Fund 2 4 2

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 3 3
Kotak Bond 3 2 3
Tata Income Fund 3 3 3

Franklin India Income Fund 4 3 4
LIC Nomura MF Bond Fund 4 4 4
Reliance Income Fund 4 5 4

DSP BlackRock Bond Fund 5 5 5
ICICI Prudential Income Plan 5 4 5
  Top
Short Term Income Funds (Cluster ranks are arranged alphabetically)
  Sep - 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 2 2 3 3 1 2 3
L&T Short Term Opportunities Fund 1 3 3 3 1 1 2 2

Axis Short Term Fund 2 4 2 3 3 1 2 3
DSP BlackRock Banking & PSU Debt Fund 2 3 3 4 1 1 4 1
JPMorgan India Short Term Income Fund 2 3 2 4 3 1 2 3
Tata Short Term Bond Fund 2 3 1 2 1 1 2 3
UTI Short Term Income Fund 2 3 3 4 1 1 1 3

Birla Sun Life Short Term Fund 3 2 3 3 1 1 3 3
DWS Short Maturity Fund 3 2 2 1 1 1 3 4
HDFC Medium Term Opportunities Fund 3 1 4 3 4 1 3 2
HSBC Income Fund - Short Term Plan 3 4 3 2 1 1 3 2
IDFC Super Saver Income Fund - Short Term 3 3 3 4 1 1 3 2
Kotak Bond Short Term Plan 3 3 4 3 4 1 4 4
PineBridge Short Term Fund 3 4 3 5 1 1 3 2
Religare Invesco Bank Debt Fund 3 5 1 5 1 1 1 1
SBI Short Term Debt Fund 3 3 4 3 3 1 3 3
Sundaram Select Debt ST Asset Plan 3 4 3 3 3 1 3 3

DSP BlackRock Short Term Fund 4 3 3 3 5 2 3 5
HDFC High Interest Fund - Short Term Plan 4 2 4 1 4 2 5 4
IDFC Super Saver Income Fund - Medium Term 4 4 5 4 1 1 5 3
Reliance Short Term Fund 4 3 4 2 4 1 4 4
Religare Invesco Short Term Fund 4 5 3 3 1 1 4 3

HDFC Short Term Plan 5 1 2 1 4 5 3 5
ICICI Prudential Short Term Plan 5 2 5 2 5 2 4 4
  Top
Credit Opportunities Funds (Cluster ranks are arranged alphabetically)
  Sep - 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 3 1 1 1 2 5 3 3

Franklin India Corporate Bond Opportunities Fund 2 2 4 2 1 3 4 4 4
ICICI Prudential Corporate Bond Fund 2 2 4 3 3 2 3 4 2
L&T Income Opportunities Fund 2 3 2 4 3 4 3 1 3

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

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

Kotak Income Opportunities Fund 5 3 3 4 5 4 5 2 3
  Top
Ultra Short-term Debt funds (Cluster ranks are arranged alphabetically)
  Sep - 14 Rank Mean Return Volatility Asset Size Modified Duration DRP Asset Quality Company Concentration Liquidity
ICICI Prudential Flexible Income Plan 1 2 3 1 3 2 1 3 3
Reliance Money Manager Fund 1 3 1 1 1 4 1 3 4
Religare Invesco Credit Opportunities Fund 1 1 3 3 1 1 1 1 5
UTI Floating Rate Fund - STP 1 4 1 2 1 5 1 3 2

Axis Treasury Advantage Fund 2 5 2 4 1 5 1 1 3
Birla Sun Life Savings Fund 2 1 3 1 4 2 1 1 4
HDFC Cash Management Fund - Treasury Advantage Plan 2 5 1 1 3 5 1 2 3
HDFC Floating Rate Income Fund - Short Term Plan 2 2 2 2 2 2 1 1 4
IDFC Ultra Short Term Fund 2 2 3 3 3 2 1 3 3
Tata Floater Fund 2 3 2 3 2 3 1 2 3
UTI Treasury Advantage Fund 2 3 2 2 2 5 1 3 3

Axis Banking Debt Fund 3 3 5 5 4 4 1 4 1
Baroda Pioneer Treasury Advantage Fund 3 3 3 5 2 3 1 3 4
Birla Sun Life Floating Rate Fund - Long Term 3 2 4 4 3 2 1 4 2
DSP BlackRock Money Manager Fund 3 5 2 2 2 4 1 3 3
DWS Treasury Fund - Investment Plan 3 3 5 4 4 3 1 3 2
DWS Ultra Short Term Fund 3 2 4 3 3 2 1 3 3
IDFC Money Manager Fund - Treasury Plan 3 5 1 5 3 4 1 3 3
JM Money Manager Fund - Super Plus Plan 3 4 2 5 3 3 1 4 2
JPMorgan India Treasury Fund 3 2 3 3 3 2 1 4 3
L&T Ultra Short Term Fund 3 3 3 4 3 3 1 3 3
SBI Ultra Short Term Debt Fund 3 3 3 2 3 3 1 1 4
Sundaram Flexible Fund - Short Term Plan 3 3 4 3 4 3 1 4 1
Sundaram Ultra Short Term Fund 3 4 2 4 3 3 1 5 3

Birla Sun Life Cash Manager 4 4 3 2 3 4 1 2 4
Franklin India Ultra Short Bond Fund 4 1 3 2 3 1 2 1 5
ICICI Prudential Savings Fund 4 3 4 3 4 3 1 3 3
IDFC Money Manager Fund - Investment Plan 4 3 4 3 5 4 1 5 1
Kotak Floater - Long Term 4 2 3 3 4 1 1 3 5
Reliance Medium Term Fund 4 4 4 3 5 3 1 4 2
Religare Invesco Ultra Short Term Fund 4 4 3 3 2 4 1 1 4

Franklin India Low Duration Fund 5 1 3 3 5 1 4 1 5
ICICI Prudential Ultra Short Term Plan 5 4 5 3 5 3 1 4 2
IDFC Banking Debt Fund 5 3 4 4 4 3 1 5 1
Reliance Floating Rate Fund 5 3 5 4 2 3 1 5 2
  Top
Liquid funds (Cluster ranks are arranged alphabetically)
  Sep - 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 3 4 1 3 2
DSP BlackRock Liquidity Fund 1 4 2 2 4 1 3 1
Pramerica Liquid Fund 1 3 1 5 1 1 1 4
SBI Premier Liquid Fund 1 4 2 1 3 1 3 3

Axis Liquid Fund 2 3 2 2 3 1 2 3
DWS Insta Cash Plus Fund 2 4 3 3 3 1 1 3
HSBC Cash Fund 2 3 2 4 2 1 1 3
ICICI Prudential Money Market Fund 2 3 2 3 3 1 3 3
L&T Liquid Fund 2 3 2 3 3 1 3 2
LIC Nomura MF Liquid Fund 2 5 2 3 4 1 1 3
Reliance Liquid Fund - Treasury Plan 2 2 3 1 3 1 1 3
Union KBC Liquid Fund 2 3 1 4 3 1 3 2

BOI AXA Liquid Fund 3 4 3 4 5 1 3 3
HDFC Cash Management Fund - Savings Plan 3 3 3 2 3 1 1 3
HDFC Liquid Fund 3 2 4 2 3 1 2 3
ICICI Prudential Liquid Plan 3 2 3 1 2 1 4 2
IDBI Liquid Fund 3 4 3 3 5 1 1 2
IDFC Cash Fund 3 3 3 2 3 1 3 3
JPMorgan India Liquid Fund 3 3 3 2 3 1 5 1
Kotak Floater - Short Term 3 3 3 3 2 1 4 2
Reliance Liquidity Fund 3 3 3 3 3 1 4 1
Religare Invesco Liquid Fund 3 3 3 3 2 1 3 4
SBI Magnum InstaCash 3 4 2 4 4 1 3 3
Sundaram Money Fund 3 3 3 3 3 1 4 1
Tata Liquid Fund 3 5 1 3 4 1 4 4
Tata Money Market Fund 3 2 3 3 2 1 3 5
Taurus Liquid Fund 3 1 3 4 1 1 4 5
UTI Liquid Cash Plan 3 3 4 2 4 1 2 3
UTI Money Market Fund 3 3 3 3 2 1 3 4

Baroda Pioneer Liquid Fund 4 2 5 3 3 1 3 3
Birla Sun Life Cash Plus 4 1 4 1 2 1 3 4
Birla Sun Life Floating Rate Fund - Short Term 4 1 4 3 1 1 3 5
DWS Treasury Fund - Cash Plan 4 5 4 5 5 1 1 3
Indiabulls Liquid Fund 4 2 4 4 3 1 3 2
JM High Liquidity Fund 4 2 3 3 2 1 5 4
Kotak Liquid 4 3 4 2 3 1 5 2
Peerless Liquid Fund 4 1 5 4 1 1 3 4

BNP Paribas Overnight Fund 5 4 4 5 4 1 4 3
Franklin India Treasury Management Account 5 2 5 3 4 1 1 3
Principal Cash Management Fund 5 3 3 5 3 1 5 5
Reliance Liquid Fund - Cash Plan 5 5 5 4 5 1 4 4
  Top