Sunday 12 July 2015

Mutual Fund Ratings: July 2015


  Diversified Equity and Equity-oriented Balanced Funds - 5-star / 4-star / 3-star

Fund Name

Risk

Return

Rating

IDFC Premier Equity Fund - Regular Plan

Very Low

Very High

*****

HDFC Balanced Fund

Very Low

High

*****

UTI Opportunities Fund

Very Low

Above Average

*****

Tata Balanced Fund - Plan A

Low

High

*****

Reliance Regular Savings Fund - Balanced Option

Very Low

Above Average

*****

Tata Dividend Yield Fund - Plan A

Low

Above Average

*****

HDFC Childrens Gift Fund - Investment Plan

Below Average

High

*****

UTI Equity Fund

Low

Above Average

*****

Reliance Regular Savings Fund - Equity Option

Below Average

Above Average

*****

Canara Robeco Balance Fund - Regular Plan

Very Low

Average

*****

Quantum Long Term Equity Fund

Average

High

*****

UTI Dividend Yield Fund

Low

Average

*****

Tata Equity PE Fund - Plan A

Below Average

Average

*****

Canara Robeco Equity Diversified Fund - Regular Plan

Average

Above Average

*****

HDFC Prudence Fund

Average

High

****

HDFC Top 200 Fund

Average

Above Average

****

Birla Sun Life Frontline Equity Fund

Average

High

****

DSP BlackRock Top 100 Equity Fund - Regular Plan

Low

Below Average

****

Kotak Opportunities Regular Plan

Low

Below Average

****

HDFC Growth Fund

Low

Below Average

****

ICICI Prudential Dynamic Fund - Regular Plan

Average

Average

****

DSP BlackRock Balanced Fund

Low

Below Average

****

Templeton India Growth Fund

Low

Below Average

****

Tata Pure Equity Fund - Plan A

Below Average

Below Average

****

Franklin India Life Stage Fund of Funds 20s

Below Average

Below Average

****

Templeton India Equity Income Fund

Below Average

Average

****

Reliance Growth Fund

Below Average

Below Average

****

ICICI Prudential Top 100 Fund - Regular Plan

Below Average

Below Average

****

ICICI Prudential Value Discovery Fund - Regular Plan

High

Very High

****

Franklin India Balanced Fund

Below Average

Below Average

****

DSP BlackRock Equity Fund

Average

Average

****

ICICI Prudential Balanced Fund - Regular Plan

Average

Below Average

****

Birla Sun Life 95 Fund

Above Average

Above Average

****

Franklin India Prima Plus Fund

Above Average

Above Average

****

Kotak Balance Regular Plan

Very Low

Low

****

Kotak 50 Regular Plan

Below Average

Low

****

Reliance Equity Opportunities Fund

High

High

****

SBI Magnum Equity Fund

Average

Below Average

***

Birla Sun Life Dividend Yield Plus Fund

High

Above Average

***

Sahara Growth Fund

Below Average

Low

***

UTI Mastershare Fund

Average

Below Average

***

Birla Sun Life Mid Cap Fund

High

Above Average

***

Principal Balanced Fund

Low

Low

***

Sundaram S.M.I.L.E. Fund - Regular Plan

Above Average

Average

***

UTI CCP Advantage Fund

Low

Very Low

***

DWS Alpha Equity Fund

Below Average

Low

***

SBI Magnum Balanced Fund

Average

Below Average

***

HSBC Equity Fund

Low

Very Low

***

Sundaram Select Midcap Fund - Regular Plan

High

High

***

Baroda Pioneer Growth Fund

Below Average

Low

***

IDFC Imperial Equity Fund - Regular Plan

Below Average

Very Low

***

HDFC Index Fund - Sensex Plus Plan

Above Average

Below Average

***

Franklin India Bluechip Fund

Above Average

Average

***

HDFC Capital Builder Fund

High

Above Average

***

BNP Paribas Dividend Yield Fund

High

Above Average

***

ICICI Prudential Index Fund - Regular Plan

Average

Low

***

SBI Magnum Multiplier Fund

High

Average

***

Tata Midcap Growth Plan A Fund

Above Average

Below Average

***

L&T India Special Situations Fund

High

Average

***

Birla Sun Life Asset Allocation Fund - Aggressive Plan

Above Average

Low

***

Principal Dividend Yield Fund

Below Average

Very Low

***

ICICI Prudential Child Care Plan - Gift Plan - Regular Plan

Above Average

Low

***

Goldman Sachs Nifty ETS Fund

Average

Low

***

L&T Equity Fund

High

Average

***

LIC Nomura MF Balanced Fund

Low

Unacceptable

***

HDFC Equity Fund

Very High

High

***

Sundaram Select Focus Fund - Regular Plan

Below Average

Very Low

***

UTI Mid Cap Fund

High

Average

***

Tata Equity Opportunities Fund - Plan A

Above Average

Low

***

Birla Sun Life Top 100 Fund

High

Average

***

Sahara Wealth Plus Fund - Variable Pricing Option

High

Below Average

***

BNP Paribas Equity Fund

Above Average

Low

***

SBI Magnum Global Fund

Very High

Average

***

L&T Midcap Fund

Very High

Average

***

ICICI Prudential SPIcE Fund

Above Average

Low

***

IDFC Equity Fund - Regular Plan

Average

Very Low

***


  Sector-specific and Theme-based (non-diversified) Equity Funds - complete list

Fund Name

Risk

Return

Rating

SBI FMCG Fund

Very Low

Very High

*****

UTI Pharma & Healthcare Fund

Below Average

Very High

*****

ICICI Prudential FMCG Fund - Regular Plan

Below Average

Very High

*****

Reliance Pharma Fund

Above Average

Very High

*****

Birla Sun Life MNC Fund

Above Average

Very High

*****

Canara Robeco Equity Tax Saver Fund - Regular Plan

Average

High

*****

Franklin India Taxshield Fund

Average

Above Average

****

Taurus Tax Shield Fund - Regular Plan

Very Low

Below Average

****

UTI MNC Fund

Above Average

Very High

****

Sundaram Taxsaver

Very Low

Below Average

****

Reliance Banking Fund

Above Average

Very High

****

Sahara Tax Gain Fund

Average

Average

****

Tata Tax Advantage Fund - 1

Below Average

Below Average

****

Birla Sun Life India GenNext Fund

High

High

****

ICICI Prudential Tax Plan - Regular Plan

Above Average

Average

***

L&T Tax Advantage Fund

High

Average

***

SBI Magnum Taxgain Scheme

Above Average

Below Average

***

Reliance Tax Saver Fund

High

Above Average

***

Canara Robeco Infrastructure Fund - Regular Plan

Average

Low

***

Birla Sun Life Buy India Fund

Very High

Above Average

***

UTI Equity Tax Savings Fund

Average

Very Low

**

UTI Banking Sector Fund - Regular Plan

Very High

High

**

UTI Transportation and Logistics Fund

Unacceptable

Above Average

**

Sundaram Rural India Fund - Regular Plan

Above Average

Very Low

**

Goldman Sachs Banking BeES Fund

Unacceptable

High

**

HDFC Long Term Advantage Fund

Very High

Below Average

**

SBI Pharma Fund

Unacceptable

Above Average

**

UTI Master Equity Plan Unit Scheme

High

Low

**

Tata Tax Saving Fund

High

Low

**

HDFC Taxsaver Fund

Very High

Average

**

ICICI Prudential Exports and Other Services Fund - Regular Plan

Very High

Below Average

**

Principal Personal Tax Saver Fund

High

Very Low

**

DWS Tax Saving Fund

Above Average

Unacceptable

**

ICICI Prudential Technology Fund - Regular Plan

Unacceptable

Average

**

ICICI Prudential Infrastructure Fund - Regular Plan

High

Very Low

**

Birla Sun Life Tax Relief 96

Very High

Low

**

Birla Sun Life Tax Plan

Very High

Low

**

BNP Paribas Long Term Equity Fund

Very High

Low

*

Franklin Infotech Fund

Unacceptable

Low

*

Kotak Tax Saver Regular Plan

Very High

Very Low

*

Baroda Pioneer ELSS 96 Fund

Very High

Very Low

*

Reliance Media & Entertainment Fund

Unacceptable

Low

*

DSP BlackRock T.I.G.E.R. Fund - Regular Plan

Very High

Very Low

*

Tata Infrastructure Fund - Plan A

High

Unacceptable

*

DSP BlackRock Technology.com Fund - Regular Plan

Unacceptable

Very Low

*

Birla Sun Life Infrastructure Fund

Very High

Very Low

*

Principal Tax Savings Fund

Very High

Very Low

*

Sahara Infrastructure Fund - Variable Pricing Option

Very High

Unacceptable

*

LIC Nomura MF Tax Plan

Very High

Unacceptable

*

Birla Sun Life India Opportunities Fund

Unacceptable

Very Low

*

SBI IT Fund

Unacceptable

Very Low

*

Sahara Infrastructure Fund - Fixed Pricing Option

Very High

Unacceptable

*

Principal Global Opportunities Fund

Very High

Unacceptable

*

L&T Tax Saver Fund

Unacceptable

Unacceptable

*

Birla Sun Life Tax Savings Fund

Unacceptable

Very Low

*

Reliance Diversified Power Sector Fund

Unacceptable

Very Low

*

UTI Infrastructure Fund

Very High

Unacceptable

*

SBI Magnum COMMA Fund

Unacceptable

Unacceptable

*

Birla Sun Life New Millennium Fund

Unacceptable

Unacceptable

*

Escorts Tax Plan

Unacceptable

Unacceptable

*

Sundaram Infrastructure Advantage Fund - Regular Plan

Unacceptable

Unacceptable

*

JM Basic Fund

Unacceptable

Unacceptable

*


  Diversified Equity and Equity-oriented Balanced Funds - 2-star / 1-star

Fund Name

Risk

Return

Rating

Kotak Classic Equity Regular Plan

Above Average

Low

**

HSBC India Opportunities Fund

Above Average

Low

**

DWS Investment Opportunity Fund

Average

Very Low

**

Principal Large Cap Fund

High

Below Average

**

Sahara Midcap Fund

High

Below Average

**

SBI Emerging Businesses Fund

Very High

Above Average

**

ICICI Prudential Advisor Series - Very Aggressive Plan - Regular Plan

Average

Very Low

**

UTI Balanced Fund

Above Average

Low

**

Tata Ethical Fund - Plan A

High

Below Average

**

Canara Robeco Emerging Equities Fund - Regular Plan

Very High

Average

**

Sundaram Balanced Fund - Regular Plan

Average

Very Low

**

Franklin India Flexi Cap Fund

Very High

Average

**

Taurus Starshare Fund - Regular Plan

High

Low

**

Reliance NRI Equity Fund

Very High

Average

**

Franklin India Index Fund - NSE Nifty Plan

Above Average

Very Low

**

Sundaram Growth Fund - Regular Plan

Average

Unacceptable

**

Sahara Wealth Plus Fund - Fixed Pricing Option

High

Low

**

Principal Index Fund - Nifty

Above Average

Very Low

**

Escorts Balanced Fund

Average

Unacceptable

**

UTI Nifty Index Fund

Above Average

Very Low

**

IDFC Classic Equity Fund - Regular Plan

Average

Very Low

**

Birla Sun Life Index Fund

Above Average

Very Low

**

Tata Index Nifty Fund - Plan A

Above Average

Very Low

**

SBI Bluechip Fund

High

Low

**

Franklin India Prima Fund

Very High

Average

**

SBI Contra Fund

High

Very Low

**

Birla Sun Life Equity Fund

Very High

Below Average

**

DSP BlackRock Opportunities Fund

Very High

Below Average

**

Franklin India Smaller Companies Fund

Unacceptable

Average

**

ICICI Prudential Top 200 Fund - Regular Plan

Very High

Below Average

**

SBI Nifty Index Fund

High

Very Low

**

UTI Leadership Equity Fund

High

Very Low

**

LIC Nomura MF Index-Nifty Plan

Above Average

Unacceptable

**

Tata Index Sensex Fund - Plan A

High

Very Low

**

Baroda Pioneer Balance Fund

Above Average

Unacceptable

**

Reliance Vision Fund

Very High

Low

**

Reliance Focused Large Cap Fund

High

Unacceptable

**

Goldman Sachs Nifty Junior BeES Fund

Unacceptable

Below Average

**

LIC Nomura MF Equity Fund

High

Very Low

**

LIC Nomura MF Unit Linked Insurance

Above Average

Unacceptable

*

Kotak Mid-Cap Regular Plan

Unacceptable

Low

*

Franklin India Opportunities Fund

Very High

Very Low

*

HDFC Index Fund - Sensex Plan

High

Very Low

*

HDFC Index Fund - Nifty Plan

Very High

Very Low

*

SBI Magnum Multicap Fund

Very High

Very Low

*

SBI Magnum Midcap Fund

Unacceptable

Low

*

HDFC Premier Multi-Cap Fund

Unacceptable

Low

*

HDFC Core & Satellite Fund

Unacceptable

Low

*

LIC Nomura MF Index-Sensex Plan

Very High

Unacceptable

*

Principal Growth Fund

Very High

Very Low

*

Birla Sun Life Advantage Fund

Unacceptable

Low

*

Escorts Growth Fund

Very High

Very Low

*

Taurus Bonanza Fund - Regular Plan

High

Unacceptable

*

ICICI Prudential Midcap Fund - Regular Plan

Unacceptable

Low

*

BNP Paribas Midcap Fund

Unacceptable

Low

*

JM Balanced Fund

Very High

Unacceptable

*

LIC Nomura MF Index-Sensex Advantage Plan

Very High

Unacceptable

*

HDFC Large Cap Fund - Regular Plan

Very High

Unacceptable

*

LIC Nomura MF Growth Fund

Very High

Very Low

*

Taurus Discovery Fund - Regular Plan

Unacceptable

Unacceptable

*

HSBC Midcap Equity Fund

Unacceptable

Unacceptable

*

HSBC Progressive Themes Fund

Very High

Unacceptable

*

JM Equity Fund

Unacceptable

Unacceptable

*

LIC Nomura MF Children Fund

Unacceptable

Unacceptable

*

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