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CRISIL Mutual Fund Ranking List : Quarter Ended June 2017
Mutual Fund Ranking
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Category-wise
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Large Cap-oriented Equity funds
Outreach Reports Diversified Equity funds
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Equity Linked Savings Scheme (ELSS)
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Indices Balanced funds CRISIL Mutual Fund Ranking
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Long Term Gilt funds
Income funds CRISIL Mutual Fund
Ranking Booklet
Short Term Income funds
CRISIL Mutual Fund
Credit Opportunities funds
Ranking Methodology
Ultra Short-term Debt funds
Name Liquid funds

Company Name
Large Cap-oriented Equity funds (Cluster ranks are arranged alphabetically)
Designation
Jun - 17 Jun - 17 Mean Mean
Volatility - Volatility - Industry Company
Department Rank Rank Return - Return - Liquidity
Regular Direct Concentration Concentration
- Regular - Direct Regular Direct
City
Weightages 55% 25% 10% 5% 5%
Code Contact Number
Birla Sun Life Top 100 Fund 1 (2) 1 (2) 2 2 3 3 1 1 2
Official Email Id
Kotak Select Focus Fund 1 (1) 1 (1) 1 1 3 3 3 2 4
Mutual Fund Research Offerings
SBI Blue Chip Fund 1 (1) 1 (1) 2 2 2 2 1 1 5

Birla Sun Life Frontline Equity

2 (2) 2 (2) 2 2 3 3 3 1 4
Fund

HDFC Growth Fund 2 (2) 3 (3) 2 2 4 4 2 3 3

HSBC Equity Fund 2 (2) 3 (3) 3 3 4 4 4 4 1

ICICI Prudential Top 100 Fund 2 (1) 2 (1) 2 2 2 2 1 3 3

+91 22 3342 8029
researchhelpdesk@crisil.com Motilal Oswal MOSt Focused
2 (3) 2 (2) 1 1 3 3 5 5 3
25 Fund

Reliance Top 200 Fund 2 (2) 2 (2) 1 1 4 4 3 2 3

BNP Paribas Equity Fund 3 (4) 3 (4) 3 3 3 3 5 3 3

Franklin India Bluechip Fund 3 (3) 3 (3) 3 3 1 1 2 3 3

HDFC Equity Fund 3 3 2 2 5 5 3 3 5

HDFC Top 200 Fund 3 (3) 3 (3) 3 3 5 5 4 3 4

ICICI Prudential Focused

3 (2) 2 (2) 3 3 2 3 4 3 4
Bluechip Equity Fund

IDBI India Top 100 Equity Fund 3 (3) 2 (3) 3 3 3 3 3 2 2

Kotak 50 3 (3) 3 (3) 3 3 3 2 2 3 3

L&T India Large Cap Fund 3 (3) 3 (4) 4 4 3 3 3 2 1

Reliance Focused Large Cap

3 (3) 3 (3) 3 3 4 4 2 4 2
Fund

Reliance Vision Fund 3 (4) 3 (4) 3 3 5 5 3 4 5

SBI Magnum Equity Fund 3 (3) 4 (3) 3 3 2 2 3 4 2

Sundaram Select Focus 3 (4) 3 (3) 3 3 1 1 4 3 3

Tata Large Cap Fund 3 (3) 3 (3) 3 3 2 2 2 3 3

DSP BlackRock Focus 25

4 (2) 4 (2) 3 3 4 4 3 4 3
Fund

ICICI Prudential Select Large

4 (3) 4 (2) 4 4 3 3 2 5 2
Cap Fund

JM Equity Fund 4 (4) 3 (5) 5 5 1 1 3 2 1

UTI Bluechip Flexicap Fund 4 (5) 4 (4) 4 4 3 3 3 2 4

UTI Equity Fund 4 (4) 4 (4) 4 4 3 3 4 3 3

UTI Mastershare Unit Scheme 4 (4) 4 (4) 4 4 2 2 3 3 3

DSP BlackRock Top 100 Equity

5 (4) 5 (4) 5 5 4 4 4 4 3
Fund

HDFC Large Cap Fund 5 (5) 5 (5) 4 4 3 3 5 5 2

UTI Opportunities Fund 5 (5) 5 (5) 5 5 3 3 3 3 4

Figures in bracket indicate the previous quarter rank.

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Diversified Equity funds (Cluster ranks are arranged alphabetically)

Jun - 17 Jun - 17 Mean Mean

Volatility - Volatility - Industry Company
Rank Rank Return - Return - Liquidity
Regular Direct Concentration Concentration
- Regular - Direct Regular Direct

Weightages 55% 25% 10% 5% 5%

Birla Sun Life India GenNext

1 (1) 1 (1) 2 1 2 3 5 2 1
Fund

Motilal Oswal MOSt Focused

1 1 1 1 4 4 5 5 4
Multicap 35 Fund

Principal Emerging Bluechip

1 (1) 1 (1) 1 1 5 5 1 1 3
Fund

Sundaram Rural India Fund 1 (1) 1 (1) 1 1 3 3 5 1 3

Tata Equity PE Fund 1 (1) 1 (1) 1 1 4 4 2 3 3

Birla Sun Life Equity Fund 2 (1) 2 (1) 2 2 3 3 1 1 3

DSP BlackRock Opportunities

2 (2) 3 (2) 2 2 4 4 4 2 3
Fund

ICICI Prudential Dynamic Plan 2 (2) 2 (2) 3 3 1 1 1 3 4

IDFC Classic Equity Fund 2 (2) 2 (2) 2 2 3 3 2 1 2

Kotak Opportunities 2 (2) 2 (2) 2 2 3 3 3 2 2

L&T India Special Situations

2 (3) 2 (3) 2 2 3 3 2 2 4
Fund

Mirae Asset India

2 (3) 2 (3) 2 2 3 3 3 3 2
Opportunities Fund

Principal Growth Fund 2 (2) 2 (3) 1 2 5 5 2 2 2

SBI Magnum MultiCap Fund 2 (2) 2 (2) 2 2 3 3 2 2 3

Tata Dividend Yield Fund 2 (3) 3 (3) 3 3 2 2 2 4 2

Axis Focused 25 Fund 3 (3) 2 (3) 2 2 3 3 4 5 3

Birla Sun Life Advantage

3 (2) 3 (2) 2 2 5 5 4 3 3
Fund

BNP Paribas Dividend Yield

3 3 3 3 3 3 4 3 3
Fund

Franklin India Flexi Cap Fund 3 (4) 3 (4) 4 4 1 1 3 3 3

Franklin India High Growth

3 (3) 3 (3) 3 3 3 3 4 5 5
Companies Fund

Franklin India Opportunities

3 (3) 3 (3) 3 3 2 2 3 3 2
Fund

Franklin India Prima Plus 3 (3) 3 (3) 3 3 2 2 3 3 3

HDFC Capital Builder Fund 3 (3) 3 (2) 3 3 3 3 2 3 3

HSBC India Opportunities

3 (3) 3 (3) 3 3 4 4 4 4 1
Fund

ICICI Prudential Exports and

3 (4) 3 (4) 3 3 2 2 3 4 4
Other Services Fund

ICICI Prudential Multicap Fund 3 (2) 2 (2) 3 3 2 2 1 1 4

IDBI Diversified Equity Fund 3 (3) 3 (4) 4 3 1 1 4 3 3

Invesco India Contra Fund 3 (2) 3 (2) 3 3 3 3 3 4 3

L&T Equity Fund 3 (3) 3 (4) 3 3 3 3 3 3 3

Reliance Growth Fund 3 (3) 3 (3) 3 3 4 4 3 3 5

SBI Magnum Multiplier Fund 3 (3) 4 (3) 3 3 4 4 3 3 4

Templeton India Growth Fund 3 (3) 3 (3) 3 3 3 3 5 5 4

UTI MNC Fund 3 (4) 4 (3) 4 4 1 1 4 4 4

UTI Top 100 Fund 3 3 3 4 2 2 3 3 1

Quantum Long Term Equity

NA 3 (2) NA 4 NA 2 2 4 1
Fund*

Baroda Pioneer Growth Fund 4 (3) 4 (3) 4 4 3 3 4 2 2

Birla Sun Life Dividend Yield

4 (3) 4 (3) 4 4 3 3 1 2 4
Plus

Canara Robeco Equity

4 (5) 4 (5) 4 4 4 4 3 2 2
Diversified

DSP BlackRock Equity Fund 4 (3) 4 (3) 3 3 4 4 3 2 3

HDFC Core and Satellite Fund 4 (4) 3 (4) 3 3 5 5 2 4 3

ICICI Prudential Value

4 (3) 4 (3) 5 4 2 2 2 5 5
Discovery Fund

Reliance Regular Savings

4 (3) 4 (4) 3 3 4 4 2 3 5
Fund - Equity

SBI Contra Fund 4 (4) 4 (4) 4 4 2 2 3 4 4

Tata Equity Opportunities

4 (4) 3 (3) 4 3 3 3 3 3 3
Fund

UTI Dividend Yield Fund 4 (4) 4 (4) 4 4 3 3 3 3 3

Axis Equity Fund 5 (5) 5 (5) 5 5 2 2 5 4 2

HDFC Premier MultiCap Fund 5 (4) 5 (4) 4 5 5 5 4 4 1

LIC MF Equity Fund 5 (5) 5 (5) 5 5 4 4 3 4 1

Reliance Equity Opportunities

5 (5) 5 (5) 5 5 3 3 3 3 5
Fund

Tata Ethical Fund 5 (5) 5 (5) 5 5 1 1 3 3 2

* As regular plan of the Quantum Long Term Equity Fund has not completed three years, only direct plan is ranked.
Figures in bracket indicate the previous quarter rank.

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Small and Mid-cap Equity funds (Cluster ranks are arranged alphabetically)

Jun - 17 Jun - 17 Mean Mean

Volatility - Volatility - Industry Company
Rank Rank Return - Return - Liquidity
Regular Direct Concentration Concentration
- Regular - Direct Regular Direct

Weightages 55% 25% 10% 5% 5%

L&T Emerging Businesses

1 1 1 1 4 4 1 1 3
Fund

L&T Midcap Fund 1 (2) 1 (2) 2 1 3 3 2 1 3

Mirae Asset Emerging

1 (1) 1 (1) 1 1 3 3 3 3 3
Bluechip Fund

Birla Sun Life Small & Midcap

2 (1) 2 (1) 2 2 4 4 1 3 3
Fund

Canara Robeco Emerging

2 (2) 2 (2) 2 2 4 4 3 2 2
Equities

DSP BlackRock Micro Cap

2 (1) 2 (1) 1 2 3 3 1 2 4
Fund
Kotak Emerging Equity 2 (2) 2 (2) 2 2 2 2 3 3 3

Kotak Midcap 2 (2) 2 (2) 3 2 3 3 3 3 2

Reliance Small Cap Fund 2 (2) 2 (2) 2 2 5 5 3 2 4

Birla Sun Life Midcap Fund 3 (3) 3 (3) 3 3 3 3 2 2 3

BNP Paribas Mid Cap Fund 3 (3) 3 (3) 3 3 3 3 4 4 1

DSP BlackRock Small and

3 (3) 3 (3) 3 3 3 3 3 3 3
Midcap Fund

Franklin India Prima Fund 3 (3) 3 (3) 3 3 2 2 3 3 3

Franklin India Smaller

3 (2) 3 (2) 3 3 2 2 2 1 4
Companies Fund

HDFC Mid-Cap Opportunities

3 (3) 3 (3) 3 3 2 2 3 2 5
Fund

ICICI Prudential MidCap Fund 3 (3) 3 (3) 4 4 3 3 2 4 2

IDFC Sterling Equity Fund 3 (4) 3 (4) 3 3 4 4 3 3 2

L&T India Value Fund 3 (3) 3 (3) 3 3 4 4 3 2 2

SBI Magnum Midcap Fund 3 (3) 3 (3) 3 3 2 2 3 3 3

Sundaram S M I L E Fund 3 (3) 3 (3) 2 3 5 5 4 4 3

Sundaram Select Midcap 3 (3) 3 (3) 3 3 3 3 4 3 4

Tata Mid Cap Growth Fund 3 (3) 4 (3) 4 4 3 3 2 3 1

Birla Sun Life MNC Fund 4 (4) 4 (4) 4 4 1 1 5 5 5

Birla Sun Life Pure Value

4 (3) 4 (3) 3 3 5 5 4 4 3
Fund

IDFC Premier Equity Fund 4 (5) 4 (5) 5 5 2 2 3 3 4

Reliance Mid & Small Cap

4 (4) 3 (4) 3 3 3 3 2 3 3
Fund

SBI Emerging Businesses

4 (4) 4 (4) 4 4 1 1 5 5 5
Fund

UTI Mid Cap Fund 4 (4) 4 (4) 4 4 3 3 3 3 3

Axis Midcap Fund 5 (5) 5 (5) 5 5 3 3 4 4 1

Motilal Oswal MOSt Focused

5 (4) 5 (4) 4 4 4 4 5 5 2
Midcap 30 Fund

SBI Magnum Global Fund 5 (5) 5 (5) 5 5 1 1 4 4 4

Figures in bracket indicate the previous quarter rank.

Top

Thematic - Infrastructure funds (Cluster ranks are arranged alphabetically)

Jun - 17 Jun - 17 Mean Mean

Volatility - Volatility - Industry Company
Rank Rank Return - Return - Liquidity
Regular Direct Concentration Concentration
- Regular - Direct Regular Direct

Weightages 55% 25% 10% 5% 5%

DSP BlackRock Natural

Resources and New Energy 1 (1) 1 (1) 1 1 4 4 5 5 1
Fund

IDFC Infrastructure Fund 1 (2) 1 (2) 1 1 4 4 2 2 2

JM Basic Fund 2 (2) 2 (1) 2 2 3 3 3 4 1

Kotak Infrastructure and

2 (2) 2 (2) 3 3 1 1 3 3 3
Economic Reform Fund

L&T Infrastructure Fund 2 (1) 2 (2) 2 2 3 3 3 1 3

Birla Sun Life Infrastructure

3 (3) 3 (3) 3 3 3 3 2 1 3
Fund

Canara Robeco Infrastructure

3 (3) 3 (3) 3 3 3 3 4 5 2
Fund

Franklin Build India Fund 3 (2) 3 (2) 2 2 2 2 4 4 3

HSBC Infrastructure Equity

3 (5) 3 (5) 3 3 5 5 3 3 2
Fund

Reliance Diversified Power

3 (3) 3 (3) 3 3 4 4 5 3 5
Sector Fund

Sundaram Infrastructure
3 (4) 3 (4) 3 3 3 3 1 2 4
Advantage Fund

Tata Infrastructure Fund 3 (3) 3 (3) 4 4 1 1 3 2 3

DSP BlackRock India T.I.G.E.R.

4 (3) 4 (3) 3 3 3 3 3 3 3
Fund

ICICI Prudential Infrastructure

4 (4) 4 (4) 4 4 2 2 1 3 4
Fund

SBI Infrastructure Fund 4 (4) 4 (4) 4 4 2 2 3 4 5

HDFC Infrastructure Fund 5 (5) 5 (5) 5 5 5 5 4 3 4

UTI Infrastructure Fund 5 (4) 5 (4) 5 5 3 3 2 3 3

Figures in bracket indicate the previous quarter rank.

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Equity Linked Savings Scheme (ELSS) (Cluster ranks are arranged alphabetically)

Jun - 17 Jun - 17 Mean Mean

Volatility - Volatility - Industry Company
Rank Rank Return - Return - Liquidity
Regular Direct Concentration Concentration
- Regular - Direct Regular Direct

Weightages 55% 25% 10% 5% 5%

L&T Tax Advantage Fund 1 (2) 1 (2) 1 1 3 3 1 2 3

Tata India Tax Savings Fund 1 (2) 1 (2) 2 2 3 3 2 1 2

IDFC Tax Advantage Fund 2 (3) 2 (2) 2 1 4 4 3 2 3

Kotak Tax Saver Scheme 2 (2) 2 (1) 3 2 3 3 3 3 3

Principal Tax Saving Fund 2 (1) 2 (2) 1 2 5 5 3 2 2

Sundaram Diversified Equity 2 (3) 2 (3) 2 2 4 4 2 1 3

Birla Sun Life Tax Plan 3 (3) 3 (3) 3 3 2 2 3 4 4

Birla Sun Life Tax Relief 96 3 (3) 3 (3) 3 3 3 3 3 4 5

DSP BlackRock Tax Saver

3 (1) 3 (1) 2 3 4 4 3 2 3
Fund

Franklin India Taxshield Fund 3 (3) 3 (3) 3 3 1 1 4 3 3

HDFC Long Term Advantage

3 (2) 3 (3) 3 3 2 2 3 4 4
Fund

HDFC Tax Saver Fund 3 (3) 3 (3) 3 3 4 4 3 3 3

IDBI Equity Advantage Fund 3 (4) 3 (4) 3 3 2 2 5 5 3

Invesco India Tax Plan 3 (3) 3 (3) 3 3 3 3 4 4 1

Reliance Tax Saver Fund 3 (3) 3 (3) 3 3 5 5 3 3 5

UTI Long Term Equity Fund

3 (3) 3 (3) 4 4 3 3 1 3 2
(Tax Saving)

Axis Long Term Equity Fund 4 (4) 4 (4) 3 3 2 2 5 5 4

BNP Paribas Long Term

4 (5) 4 (5) 4 4 3 3 4 3 3
Equity Fund

Principal Personal Tax Saver 4 (4) 4 (4) 4 4 3 3 3 3 1

SBI Magnum Tax Gain

4 (4) 5 (4) 4 4 3 3 4 3 3
Scheme 1993

Canara Robeco Equity Tax

5 (5) 5 (5) 5 5 3 3 2 3 2
Saver

ICICI Prudential Long Term

5 (3) 4 (3) 5 5 1 1 2 3 4
Equity Fund (Tax Saving)

Figures in bracket indicate the previous quarter rank.

Top

Index funds (Cluster ranks are arranged alphabetically)

Jun - 17 Rank Jun - 17 Rank

- Regular - Direct

Weightages

Kotak Nifty ETF 1(1) 1(1)

ICICI Prudential Nifty iWIN ETF 2(2) 2(2)

Reliance ETF Nifty BeES 2(1) 2(2)

UTI Nifty Index Fund 2(2) 2(2)

Franklin India Index Fund - NSE Nifty Plan 3(3) 3(3)

HDFC Index Fund - Nifty Plan 3(3) 3(3)

HDFC Index Fund - Sensex Plan 3(3) 3(3)

ICICI Prudential Nifty Index Fund 3(4) 3(4)

IDBI Nifty Index Fund 3(2) 3(3)

SBI Nifty Index Fund 3(3) 3(3)

Birla Sun Life Index Fund 4(4) 5(5)

Reliance Index Fund - Nifty Plan 4(3) 4(3)

SBI-ETF SENSEX 4(5) 4(4)

Birla Sun Life Nifty ETF 5(4) 4(4)

ETFs, which only have a single option, have been ranked in both regular & direct categories
Figures in bracket indicate the previous quarter rank.

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Balanced funds (Cluster ranks are arranged alphabetically)

Superior Superior Industry

Jun - 17 Jun - 17 Debt
Return Return Concentration / Company Debt Equity
Rank Rank Asset
Score Score Exposure to Concentration Liquidity Liquidity
- Regular - Direct Quality
- Regular - Direct Sensitive Sector*

5%*(100- 5%*(100-
Weightages 75% 10% 5% 10%*K
K) K)

HDFC Balanced Fund 1 (2) 1 (2) 1 1 2 3 3 2 4

ICICI Prudential Balanced

2 (1) 2 (1) 2 2 1 3 3 3 3
Fund

L&T India Prudence Fund 2 (3) 2 (3) 2 2 3 2 2 2 4

Reliance Regular Savings

2 (3) 2 (3) 2 2 3 4 5 4 3
Fund - Balanced

Birla Sun Life Balanced 95

3 (2) 3 (2) 3 3 3 2 3 3 3
Fund

Canara Robeco Balance 3 (3) 3 (3) 3 3 3 1 2 2 2

DSP BlackRock Balanced

3 (2) 3 (3) 3 3 4 3 3 3 3
Fund

HDFC Prudence Fund 3 (3) 3 (3) 3 3 3 4 4 3 4

Kotak Balance 3 (3) 3 (2) 3 3 2 2 4 3 2

UTI Balanced Fund 3 (3) 3 (4) 3 3 2 3 3 4 3

Franklin India Balanced
4 (4) 4 (3) 4 4 5 3 3 4 2
Fund

SBI Magnum Balanced Fund 4 (4) 4 (4) 4 4 4 4 4 5 5

Tata Balanced Fund 4 (4) 5 (4) 4 5 3 3 1 1 3

JM Balanced Fund 5 (5) 4 (5) 5 4 4 5 2 3 1

K = Equity Component in Hybrid Funds

* Industry concentration for equity and Exposure to Sensitive Sector for debt portion of the portfolio
Figures in bracket indicate the previous quarter rank.

Top

Monthly Income Plan - Aggressive (Cluster ranks are arranged alphabetically)

Industry
Jun - Superior Superior
Jun - 17 Concentration / Debt
17 Return Return Company Debt Equity Modified
Rank Exposure to Asset
Rank Score Score Concentration Liquidity Liquidity Duration
- Regular Sensitive Quality
- Direct - Regular - Direct
Sector*

7.5%*
Weightages 60% 5% 5% 17.5% 7.5%*K 5%
(100-K)

Birla Sun Life MIP II - 1 (1)

1 (1) 1 1 3 4 2 2 3 5
Wealth 25 Plan

1 (2)
ICICI Prudential MIP 25 1 (1) 1 1 5 3 5 3 3 5

HDFC Monthly Income

2 (2) 2 (2) 2 2 3 3 4 2 4 4
Plan - LTP

HSBC Monthly
2 (3) 4 (4) 3 4 2 3 1 1 2 4
Income Plan

Kotak Monthly Income

2 (2) 2 (1) 2 2 1 4 3 3 3 3
Plan

HDFC Monthly Income

3 (3) 3 (3) 3 3 3 2 3 3 2 3
Plan - STP

IDFC Monthly Income

3 (2) 3 (2) 3 3 2 3 2 2 5 3
Plan

Reliance Monthly
3 (4) 3 (4) 3 3 4 2 5 5 5 4
Income Plan

Sundaram Monthly
3 (3) 3 (3) 2 3 5 4 4 5 4 1
Income Plan

UTI MIS Advantage

3 (3) 3 (3) 3 3 3 5 3 4 3 2
Plan

BNP Paribas Monthly

4 (4) 2 (3) 4 2 4 5 3 3 3 2
Income Plan

DSP BlackRock MIP

4 (3) 4 (3) 4 4 3 3 4 4 4 3
Fund

Franklin India Monthly

4 (4) 4 (4) 4 4 4 1 3 4 1 2
Income Plan - Plan A

Canara Robeco
5 (5) 5 (5) 5 5 2 2 1 1 2 3
Monthly Income Plan

LIC MF Monthly
5 (5) 5 (5) 5 5 1 1 2 3 1 1
Income Plan

K = Equity Component in Hybrid Funds

* Industry concentration for equity and Exposure to Sensitive Sector for debt portion of the portfolio
Figures in bracket indicate the previous quarter rank.

Top

Long Term Gilt funds (Cluster ranks are arranged alphabetically)

Superior Superior
Jun - 17
Jun - 17 Rank Return Return Modified
Rank Liquidity
- Regular Score Score Duration
- Direct
- Regular - Direct

Weightages 75% 10% 15.0%

Reliance Gilt Securities Fund 1 (1) 1 (1) 1 1 3 4

UTI Gilt Advantage Fund - Long Term Plan 1 (1) 2 (2) 2 2 3 3

Birla Sun Life Gilt Plus - PF Plan 2 (3) 2 (3) 2 2 4 3

ICICI Prudential Gilt - Investment - PF Option 2 (2) 2 (3) 2 2 5 3

IDFC G Sec Fund - PF Plan 2 (2) 3 (2) 2 3 3 3

SBI Magnum Gilt Fund - Long Term 2 (2) 1 (2) 1 1 4 4

DSP BlackRock Govt Sec Fund 3 (3) 3 (3) 3 4 3 2

Franklin India G-Sec Fund - Long Term Plan 3 (3) 3 (3) 3 3 3 3

HDFC Gilt Fund - Long Term Plan 3 (3) 4 (4) 3 3 3 5

ICICI Prudential Long Term Gilt Fund 3 (3) 3 (3) 3 2 5 3

IDFC G Sec Fund - Investment Plan 3 (3) 3 (3) 3 3 3 4

Invesco India Gilt Fund 3 (3) 3 (2) 3 3 4 1

Kotak Gilt - Investment 3 (3) 3 (3) 3 3 4 3

L&T Gilt 3 (2) 2 (1) 3 3 2 1

Tata Gilt Securities Fund 3 (4) 3 (3) 3 3 3 2

Birla Sun Life Govt Securities - Long Term Plan 4 (5) 4 (5) 5 5 3 2

DHFL Pramerica Gilt Fund 4 (4) 5 (5) 4 4 1 5

Edelweiss Government Securities Fund 4 (4) 4 (4) 4 4 1 3

Franklin India G-Sec Fund - Composite Plan 4 (3) 3 (3) 4 3 2 2

LIC MF G-Sec Fund 5 (5) 5 (4) 5 5 2 3

Tata Gilt Mid Term Fund 5 (4) 4 (4) 4 4 2 4

Figures in bracket indicate the previous quarter rank.

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Income funds (Cluster ranks are arranged alphabetically)

Superior Superior
Jun - 17 Jun - 17 Exposure to
Return Return Modified Company Asset
Rank Rank Sensitive Liquidity
Score - Score - Duration Concentration Quality
- Regular - Direct Sector
Regular Direct

Weightages 60% 5% 5% 5% 7.5% 17.5%

ICICI Prudential Long Term Plan 1 (1) 1 (1) 1 1 4 5 3 3 3

SBI Dynamic Bond Fund 1 (2) 1 (2) 1 2 4 1 3 1 2

UTI-Dynamic Bond Fund 1 (1) 1 (1) 1 1 3 1 4 3 4

Canara Robeco Dynamic Bond

2 (1) 2 (2) 2 2 3 1 5 1 1
Fund

ICICI Prudential Dynamic Bond

2 (2) 2 (2) 2 2 3 5 3 3 3
Fund

ICICI Prudential Income Plan 2 (2) 2 (2) 2 1 5 5 3 3 3

IDFC Dynamic Bond Fund 2 (2) 2 (1) 2 2 4 1 1 2 2

IDFC Super Saver Income

2 (2) 2 (2) 2 2 3 1 1 2 2
Fund - Investment Plan

Reliance Dynamic Bond Fund 2 (2) 3 (3) 3 3 4 1 3 3 2

UTI Bond Fund 2 (1) 2 (1) 2 2 3 1 4 3 3

Axis Dynamic Bond Fund 3 (3) 2 (2) 3 2 3 1 3 3 3

Axis Regular Savings Fund 3 (3) 3 (3) 3 3 1 4 1 5 5

Birla Sun Life Dynamic Bond

3 (3) 3 (3) 3 3 5 3 1 4 3
Fund

Birla Sun Life Income Plus 3 (3) 3 (3) 3 3 4 1 4 1 1

Birla Sun Life Treasury

3 (3) 4 (4) 3 4 1 4 3 4 3
Optimizer Plan

BNP Paribas Flexi Debt Fund 3 (3) 3 (3) 3 3 3 3 5 3 3

DHFL Pramerica Medium Term

3 (3) 3 (3) 3 3 2 4 1 4 4
Income Fund

HDFC High Interest Fund -

3 (3) 3 (3) 3 3 3 1 1 3 4
Dynamic Plan

ICICI Prudential Income

3 (3) 4 (3) 3 4 2 4 1 3 3
Opportunities Fund

Kotak Flexi Debt 3 (3) 3 (3) 3 3 3 3 4 4 4

Reliance Income Fund 3 (3) 3 (3) 3 3 4 1 2 2 2

SBI Magnum Income Fund 3 (3) 3 (3) 2 3 3 4 3 5 5

Sundaram Flexible Fund -

3 (3) 3 (3) 3 3 2 1 4 4 3
Flexible Income Plan

Tata Dynamic Bond Fund 3 (4) 3 (3) 3 3 3 1 4 2 1

Canara Robeco Medium Term

4 (4) 4 (4) 4 4 1 1 3 4 4
Opportunities Fund

DSP BlackRock Bond Fund 4 (4) 4 (4) 4 4 2 4 3 5 5

DSP BlackRock Strategic Bond

4 (4) 4 (4) 4 4 3 1 3 2 3
Fund

Edelweiss Bond Fund 4 (5) 4 (4) 4 4 2 1 4 4 4

HDFC Income Fund 4 (4) 3 (4) 4 3 4 4 3 3 3

Kotak Bond 4 (4) 3 (4) 4 3 5 1 1 3 4

LIC MF Bond Fund 4 (4) 4 (5) 4 4 3 1 1 3 3

HSBC Flexi Debt Fund 5 (5) 5 (5) 5 5 3 1 3 2 2

L&T Triple Ace Bond Fund 5 (5) 5 (5) 5 5 2 3 3 3 3

Union Dynamic Bond Fund 5 (5) 5 (5) 5 5 2 1 5 2 2

Figures in bracket indicate the previous quarter rank.

Top

Short Term Income funds (Cluster ranks are arranged alphabetically)

Jun - Exposure
Jun - 17 Mean Mean
17 Volatility Volatility to Company Asset Modified
Rank Return - Return Liquidity
Rank - Regular - Direct Sensitive Concentration Quality Duration
- Regular Regular - Direct
- Direct Sector

Weightages 50.0% 10.0% 5.0% 5.0% 10.0% 5.0% 15.0%

HDFC Medium Term

1 (2) 2 (2) 1 2 4 4 1 3 2 4 2
Opportunities Fund

IDFC Super Saver

1 (1)
Income Fund - 1 (1) 3 2 3 3 1 5 1 4 1
Medium Term

UTI-Banking & PSU 1 (1)

1 (1) 2 2 3 3 1 2 2 3 1
Debt Fund

Birla Sun Life Short

2 (3) 3 (3) 2 3 3 3 1 4 3 3 3
Term Fund

HDFC Short Term

2 (2) 3 (2) 3 4 1 1 3 4 3 1 3
Opportunities Fund

IDFC Corporate Bond

2 3 3 3 4 4 1 4 3 3 2
Fund

IDFC Money
Manager Fund - 2 (1) 2 (1) 4 5 1 1 1 4 2 1 2
Investment Plan

Tata Short Term Bond 1 (2)

2 (2) 3 3 2 2 1 1 1 2 3
Fund

UTI Short Term

2 (2) 2 (2) 2 2 3 3 1 1 3 3 3
Income Fund

Axis Short Term

3 (3) 2 (3) 3 3 3 3 3 3 3 2 3
Fund

Birla Sun Life

Floating Rate Fund - 3 (2) 3 (2) 3 4 1 1 1 4 4 1 4
Long Term

DHFL Pramerica
Banking & PSU Debt 3 (3) 3 (3) 3 4 3 3 1 1 4 4 1
Fund

DHFL Pramerica
3 (4) 3 (3) 1 1 2 2 5 1 4 3 5
Short Maturity Fund

DSP BlackRock
Banking & PSU Debt 3 (4) 3 (4) 3 3 4 4 1 4 2 5 2
Fund

ICICI Prudential Short

3 (3) 2 (3) 1 1 4 4 4 2 3 5 4
Term Plan

ICICI Prudential Ultra

3 (2) 3 (3) 3 3 3 3 4 3 3 3 3
Short Term Plan

IDFC Super Saver

Income Fund - Short 3 (3) 3 (3) 4 4 2 2 1 5 2 2 2
Term

Invesco India Short

3 (3) 3 (4) 4 5 4 4 3 3 3 3 3
Term Fund

Kotak Banking and

3 (4) 4 (4) 2 2 4 4 3 3 4 3 3
PSU Debt Fund

L&T Short Term

3 (3) 2 (3) 4 5 2 2 1 3 2 2 3
Opportunities Fund

Reliance Banking &

3 (3) 3 (3) 2 3 5 5 1 5 1 4 2
PSU Debt Fund

Reliance Floating
3 (3) 3 (3) 3 3 3 3 1 3 3 3 3
Rate Fund

SBI Short Term Debt

3 (3) 3 (3) 3 3 2 2 4 3 3 3 4
Fund

Axis Fixed Income

4 (5) 4 (4) 2 1 3 3 4 1 5 3 5
Opportunities Fund

DSP BlackRock
4 (5) 4 (5) 4 3 3 3 1 3 4 3 3
Short Term Fund

HDFC High Interest

Fund - Short Term 4 5 3 2 5 5 1 3 5 4 5
Plan

HSBC Income Fund -

4 (4) 4 (4) 5 4 3 3 1 2 4 3 4
Short Term Plan

Kotak Bond Short

4 (3) 3 (2) 4 3 3 3 3 3 3 2 3
Term Plan

Reliance Short Term

4 (3) 4 (3) 3 3 3 3 4 3 3 3 3
Fund

DHFL Pramerica
5 (5) 5 (5) 5 4 3 3 5 1 3 4 3
Premier Bond Fund

HDFC Banking & PSU

5 (4) 5 (5) 3 3 5 5 4 3 5 5 4
Debt Fund

Sundaram Select
5 (4) 4 (4) 5 3 2 2 5 3 3 2 4
Debt ST Asset Plan

Figures in bracket indicate the previous quarter rank.

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Credit Opportunities funds (Cluster ranks are arranged alphabetically)

Jun -
Jun - 17 Exposure
17 Mean Mean
Rank Volatility Volatility to Company Asset Modified
Rank Return - Return Liquidity
- - Regular - Direct Sensitive Concentration Quality Duration
- Regular - Direct
Regular Sector
Direct

Weightages 50.0% 10.0% 5.0% 5.0% 10.0% 5.0% 15.0%

Franklin India Low 1 (2)

1 (1) 3 3 1 1 3 1 3 1 3
Duration Fund

Reliance Corporate 1 (1)

1 (1) 3 3 5 5 1 1 1 5 1
Bond Fund

Birla Sun Life

2 (3) 2 (3) 1 1 4 4 3 1 3 4 3
Corporate Bond Fund

Franklin India Short

2 (3) 3 (3) 2 2 2 2 2 1 4 2 5
Term Income Plan

ICICI Prudential
2 (3) 2 (3) 3 3 4 4 4 1 1 5 2
Corporate Bond Fund

UTI Income
2 (2) 2 (1) 4 3 3 3 2 1 2 3 2
Opportunities Fund

Birla Sun Life Medium

3 (5) 3 (5) 2 2 5 5 4 3 3 4 3
Term Plan

BOI AXA Corporate

3 (3) 4 (4) 1 2 2 2 1 5 5 2 4
Credit Spectrum Fund

Franklin India
Corporate Bond 3 (3) 3 (3) 3 3 2 2 4 1 4 2 5
Opportunities Fund

Franklin India
Dynamic Accrual 3 (2) 2 (2) 2 1 3 3 3 1 4 3 4
Fund
Franklin India Income
3 (3) 3 (3) 3 3 3 3 3 4 3 3 3
Builder Account

Franklin India Income

3 (2) 3 (2) 2 2 1 1 2 4 5 2 4
Opportunities Fund

HDFC Regular
3 (3) 3 (3) 4 5 2 2 3 1 2 1 3
Savings Fund

Kotak Income
3 (2) 3 (2) 5 4 3 3 4 4 2 3 2
Opportunities Fund

Kotak Medium Term

3 (3) 3 (3) 4 4 4 4 3 4 3 4 1
Fund

L&T Income
3 (3) 3 (3) 3 3 3 3 3 1 2 3 3
Opportunities Fund

DSP BlackRock
Income Opportunities 4 (4) 5 (3) 5 5 3 3 2 1 3 3 3
Fund

HDFC Corporate Debt

4 (3) 4 (3) 3 3 4 4 3 1 3 4 2
Opportunities Fund

ICICI Prudential
Regular Savings 4 (5) 4 (5) 3 3 3 3 5 1 3 3 4
Fund

SBI Corporate Bond

4 (4) 3 (4) 3 4 3 3 3 5 3 3 3
Fund

DHFL Pramerica
Credit Opportunities 5 (4) 5 (4) 3 3 3 3 3 1 4 3 3
Fund

Reliance Regular
5 (4) 4 (4) 4 4 3 3 5 1 3 3 3
Savings Fund - Debt

Figures in bracket indicate the previous quarter rank.

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Ultra Short-term Debt funds (Cluster ranks are arranged alphabetically)

Jun -
Exposure
Jun - 17 17 Mean Mean
Volatility Volatility to Company Asset Modified
Rank Rank Return - Return Liquidity
- Regular - Direct Sensitive Concentration Quality Duration
- Regular - Regular - Direct
Sector
Direct

Weightages 50.0% 10.0% 5.0% 5.0% 10.0% 5.0% 15.0%

DHFL Pramerica Short

1 (1)
Term Floating Rate 1 (1) 3 3 3 3 1 3 2 4 1
Fund

LIC MF Income Plus 1 (1)

1 (1) 4 3 4 4 1 1 1 3 1
Fund

SBI Ultra Short Term

1 (2) 2 (3) 3 4 2 2 1 1 2 2 3
Debt Fund

UTI Treasury 1 (3)

1 (2) 2 3 3 3 3 1 3 2 2
Advantage Fund

DSP BlackRock 1 (2)

2 (3) 5 5 1 1 4 3 1 1 3
Money Manager Fund

IDFC Banking & PSU

2 (2) 2 (2) 5 5 1 1 1 5 1 5 1
Debt Fund

IDFC Ultra Short Term

2 (3) 2 (3) 2 3 3 3 3 1 3 4 2
Fund

Invesco India Credit

2 (2) 2 (2) 5 5 1 1 4 1 3 1 4
Opportunities Fund

JM Money Manager
Fund - Super Plus 2 (2) 2 (2) 3 4 4 4 1 4 2 3 1
Plan

Kotak Treasury
2 (3) 2 (3) 3 3 2 2 1 3 3 2 2
Advantage Fund

L&T Ultra Short Term

2 (2) 2 (2) 3 4 3 3 3 4 1 2 2
Fund

Tata Ultra Short Term

2 (2) 3 (2) 3 3 2 2 3 3 2 3 3
Fund

Axis Banking & PSU

3 (2) 3 (2) 3 3 4 4 1 4 3 5 2
Debt Fund

Axis Treasury
3 (3) 3 (2) 4 4 2 2 1 1 3 1 3
Advantage Fund

Baroda Pioneer
Treasury Advantage 3 (3) 3 (3) 1 1 3 3 4 3 4 3 4
Fund

Birla Sun Life Savings

3 (3) 4 (5) 1 2 5 5 4 1 4 5 3
Fund

Canara Robeco
3 (3) 3 (3) 3 3 3 3 1 1 3 3 3
Savings Plus Fund

DHFL Pramerica Ultra

3 (3) 3 (3) 3 4 1 1 3 3 3 2 4
Short Term Fund

DSP BlackRock Ultra

3 (2) 3 (2) 3 4 3 3 1 3 2 3 2
Short Term Fund

Franklin India Ultra

3 (3) 3 (4) 1 1 2 2 5 1 5 2 5
Short Bond Fund

HDFC Floating Rate

Income Fund - Short 3 (3) 4 (3) 3 3 4 4 3 4 3 3 3
Term Plan

ICICI Prudential
3 (3) 3 (3) 2 3 4 4 3 3 3 4 3
Flexible Income Plan

Indiabulls Ultra Short

3 (1) 2 (1) 2 2 2 2 4 5 2 2 3
Term Fund

Invesco India Ultra

3 (3) 3 (3) 4 4 3 3 2 1 3 3 3
Short Term Fund
Principal Low
3 (4) 3 (5) 2 2 3 3 3 4 4 3 4
Duration Fund

Reliance Money
3 (3) 3 (3) 3 3 3 3 3 1 3 3 2
Manager Fund

SBI Treasury
3 (4) 3 (4) 4 3 3 3 5 1 2 3 3
Advantage Fund

Sundaram Ultra Short

3 (3) 3 (3) 4 3 3 3 1 4 3 3 2
Term Fund

UTI Floating Rate Fund

3 (3) 3 (3) 3 3 3 3 4 1 4 3 3
- STP

Birla Sun Life Cash

4 (4) 3 (3) 3 3 4 4 3 3 3 4 3
Manager

DHFL Pramerica Low

4 (4) 5 (4) 2 2 2 2 3 3 5 3 5
Duration Fund

ICICI Prudential
4 (4) 4 (4) 1 1 4 4 4 3 5 4 4
Savings Fund

IDFC Money Manager

4 (3) 4 (3) 4 4 4 4 3 3 3 4 3
Fund - Treasury Plan

Invesco India Medium

4 (4) 4 (4) 2 2 3 3 3 1 4 3 5
Term Bond Fund

LIC MF Savings Plus

4 (5) 3 (4) 4 3 2 2 4 4 3 1 3
Fund

Reliance Medium Term

4 (3) 4 (3) 3 2 5 5 3 3 4 4 3
Fund

SBI Savings Fund 4 (4) 4 (4) 4 3 3 3 3 1 3 3 4

HDFC Cash
Management Fund -
5 (4) 4 (4) 3 2 5 5 3 3 4 4 4
Treasury Advantage
Plan

IDBI Ultra Short Term

5 (5) 5 (5) 5 5 3 3 3 5 2 2 3
Fund

Indiabulls Short Term

5 (5) 5 (5) 3 2 5 5 5 5 5 5 4
Fund

Kotak Low Duration

5 (4) 5 (3) 2 1 3 3 5 4 4 3 5
Fund

Figures in bracket indicate the previous quarter rank.

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Liquid funds (Cluster ranks are arranged alphabetically)

Jun - 17 Jun - 17 Mean Mean Exposure

Volatility - Volatility - Company Asset
Rank Rank Return - Return - to Sensitive Liquidity
Regular Direct Concentration Quality
- Regular - Direct Regular Direct Sector

Weightages 50.0% 10.0% 5.0% 5.0% 10.0% 20.0%

Indiabulls Liquid Fund 1 (1) 1 (1) 1 1 2 2 2 3 4 2

JM High Liquidity Fund 1 (1) 1 (1) 1 1 2 2 1 3 1 1

Kotak Liquid 1 (2) 1 (2) 3 4 4 4 3 1 1 1

Axis Liquid Fund 2 (2) 2 (2) 2 2 2 2 3 1 2 3

Baroda Pioneer Liquid

2 (2) 2 (2) 2 2 3 3 2 1 3 3
Fund

DSP BlackRock Liquidity

2 (3) 2 (2) 4 3 2 2 3 1 3 2
Fund

Reliance Liquidity Fund 2 (3) 2 (3) 4 3 3 3 1 1 3 1

Sundaram Money Fund 2 (3) 2 (3) 3 3 1 1 2 1 2 3

Tata Liquid Fund 2 (3) 2 (3) 3 4 3 3 1 3 2 2

DHFL Pramerica Insta

3 (3) 4 (3) 2 3 3 3 2 1 4 5
Cash Plus Fund

HSBC Cash Fund 3 (2) 3 (3) 3 3 3 3 3 1 3 3

ICICI Prudential Liquid

3 (3) 3 (3) 3 4 4 4 3 4 1 3
Plan

IDFC Cash Fund 3 (2) 3 (2) 4 4 3 3 4 4 3 3

Invesco India Liquid

3 (3) 3 (3) 2 2 2 2 3 1 4 3
Fund

L&T Liquid Fund 3 (2) 3 (2) 3 3 3 3 3 4 3 3

LIC MF Liquid Fund 3 (1) 3 (1) 3 3 3 3 3 1 5 2

Reliance Liquid Fund -

3 (3) 3 (3) 3 2 4 4 4 1 3 3
Treasury Plan

SBI Magnum InstaCash 3 (4) 3 (4) 3 3 1 1 3 1 2 4

SBI Premier Liquid Fund 3 (4) 3 (4) 4 5 1 1 3 1 2 3

Tata Money Market Fund 3 (2) 3 (2) 3 3 3 3 1 3 3 3

Union Liquid Fund 3 (4) 3 (4) 5 5 3 3 3 1 4 3

UTI Liquid Cash Plan 3 (3) 3 (3) 3 3 2 2 3 5 3 2

UTI Money Market Fund 3 (4) 3 (4) 3 2 3 3 4 3 4 4

Birla Sun Life Cash Plus 4 (4) 4 (4) 3 3 5 5 3 4 3 4

Franklin India Treasury

4 (5) 4 (5) 1 2 3 3 3 3 5 5
Management Account

HDFC Cash Management

4 (3) 4 (3) 5 4 4 4 4 3 4 3
Fund - Savings Plan

HDFC Liquid Fund 4 (3) 3 (3) 4 4 4 4 4 4 3 2

ICICI Prudential Money

4 (3) 4 (3) 3 3 3 3 4 4 2 4
Market Fund

Kotak Floater - Short

4 (4) 4 (5) 2 3 4 4 5 1 3 3
Term
 Birla Sun Life Floating
5 (5) 5 (5) 2 1 5 5 5 5 3 5
Rate Fund - Short Term

IDBI Liquid Fund 5 (4) 5 (4) 4 5 3 3 2 5 5 4

Reliance Liquid Fund -

5 (5) 5 (4) 5 3 5 5 5 3 3 4
Cash Plan

Figures in bracket indicate the previous quarter rank.

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