Sunday 5 October 2014

Mutual Fund Ratings: October 2014

Fund Name

Risk

Return

Rating

SBI FMCG Fund

Low

Very High

*****

UTI Pharma & Healthcare Fund

Low

Very High

*****

ICICI Prudential FMCG Fund - Regular Plan

Low

Very High

*****

UTI MNC Fund

Low

Very High

*****

HDFC Childrens Gift Fund - Investment Plan

Very Low

High

*****

Reliance Pharma Fund

Below Average

Very High

*****

Birla Sun Life MNC Fund

Below Average

Very High

*****

HDFC Balanced Fund

Low

High

*****

Tata Balanced Fund - Plan A

Very Low

High

*****

Reliance Regular Savings Fund - Balanced Option

Low

Above Average

*****

ICICI Prudential Balanced Advantage Fund - Regular Plan

Very Low

Average

*****

Birla Sun Life 95 Fund

Very Low

Above Average

*****

ICICI Prudential Balanced Fund - Regular Plan

Very Low

Average

*****

UTI Opportunities Fund

Low

High

*****

Canara Robeco Balance Fund - Regular Plan

Very Low

Average

*****

ICICI Prudential Dynamic Fund - Institutional I Plan

Below Average

High

*****

BNP Paribas Dividend Yield Fund

Below Average

High

*****

Quantum Long Term Equity Fund

Below Average

High

*****

ICICI Prudential Dynamic Fund - Regular Plan

Below Average

Above Average

*****

HDFC Prudence Fund

Below Average

Above Average

*****

SBI Pharma Fund

Average

Very High

*****

Franklin India Taxshield Fund

Below Average

Above Average

*****

UTI Equity Fund

Below Average

Above Average

*****

IDFC Premier Equity Fund - Regular Plan

Above Average

Very High

*****

Canara Robeco Equity Tax Saver Fund - Regular Plan

Average

High

****

Franklin India Life Stage Fund of Funds 20s

Low

Below Average

****

Franklin India Balanced Fund

Very Low

Below Average

****

ICICI Prudential Advisor Series - Long Term Savings Plan - Regular Plan

Very Low

Low

****

Birla Sun Life India GenNext Fund

Average

High

****

Canara Robeco Equity Diversified Fund - Regular Plan

Average

Above Average

****

Tata Tax Advantage Fund - 1

Below Average

Average

****

UTI India Lifestyle Fund

Below Average

Average

****

HDFC Mid-Cap Opportunities Fund

Above Average

Very High

****

Franklin India Prima Plus Fund

Below Average

Average

****

Religare Invesco Tax Plan

Above Average

High

****

SBI Magnum Balanced Fund

Low

Below Average

****

UTI Dividend Yield Fund

Below Average

Average

****

Kotak Balance

Very Low

Low

****

Birla Sun Life Dividend Yield Plus Fund

Average

Above Average

****

Tata Dividend Yield Fund - Plan A

Average

Above Average

****

Birla Sun Life Asset Allocation Fund - Aggressive Plan

Very Low

Low

****

Sahara Wealth Plus Fund - Variable Pricing Option

Average

Average

****

ICICI Prudential Value Discovery Fund - Regular Plan

High

Very High

****

Birla Sun Life Frontline Equity Fund

Average

Above Average

****

L&T Indo Asia Fund

Below Average

Below Average

****

ING Dividend Yield Fund

Above Average

Above Average

****

UTI Balanced Fund

Low

Low

****

DSP BlackRock Balanced Fund

Low

Low

****

UTI Transportation and Logistics Fund

High

Very High

****

Tata Pure Equity Fund - Plan A

Below Average

Below Average

****

Franklin India Bluechip Fund

Below Average

Below Average

****

HDFC Capital Builder Fund

Average

Average

****

ICICI Prudential Top 100 Fund - Regular Plan

Average

Average

****

L&T Equity Fund

Average

Average

****

Templeton India Equity Income Fund

Above Average

Average

****

L&T Tax Advantage Fund

Average

Average

****

Reliance Equity Opportunities Fund - Institutional Plan

High

High

****

Sahara Wealth Plus Fund - Fixed Pricing Option

Average

Average

****

Birla Sun Life Top 100 Fund

Average

Average

****

Reliance Equity Opportunities Fund

High

High

****

Kotak Classic Equity

Below Average

Below Average

****

Principal Balanced Fund

Low

Low

****

IDFC Tax Saver Fund - Regular Plan

Average

Below Average

****

ING Balanced Fund

Low

Very Low

***

DSP BlackRock Top 100 Equity Fund - Institutional Plan

Average

Below Average

***

Tata Ethical Fund - Plan A

Average

Average

***

Sundaram Global Advantage Fund

Low

Very Low

***

Tata Tax Saving Fund

Average

Below Average

***

ICICI Prudential Advisor Series - Very Aggressive Plan - Regular Plan

Low

Low

***

HDFC Long Term Advantage Fund

Above Average

Average

***

Religare Invesco Growth Fund

Average

Below Average

***

Sahara Tax Gain Fund

Above Average

Average

***

HSBC Tax Saver Equity Fund

Above Average

Average

***

UTI Mastershare Fund

Average

Low

***

HDFC Taxsaver Fund

Above Average

Average

***

ICICI Prudential Tax Plan - Regular Plan

High

High

***

PineBridge India Equity Standard Fund

Average

Below Average

***

DSP BlackRock Top 100 Equity Fund - Regular Plan

Average

Low

***

HDFC Index Fund - Sensex Plus Plan

Average

Below Average

***

SBI Magnum Equity Fund

Above Average

Below Average

***

DWS Top Euroland Offshore Fund

Low

Very Low

***

DSP BlackRock Tax Saver Fund

Above Average

Average

***

BNP Paribas Equity Fund

Average

Low

***

Birla Sun Life Buy India Fund

High

Above Average

***

ING 5 Star Multi-Manager FoF Scheme

Above Average

Below Average

***

Franklin Infotech Fund

Very High

High

***

Franklin India Flexi Cap Fund

Above Average

Average

***

UTI CCP Advantage Fund

Average

Low

***

Kotak Global Emerging Market

Below Average

Very Low

***

Franklin India Prima Fund

High

Above Average

***

Sundaram Balanced Fund - Regular Plan

Below Average

Very Low

***

Principal Global Opportunities Fund

Below Average

Very Low

***

DSP BlackRock Opportunities Fund

Above Average

Below Average

***

Reliance NRI Equity Fund

High

Average

***

HSBC India Opportunities Fund

Average

Low

***

ICICI Prudential Technology Fund - Regular Plan

Very High

High

***

SBI Magnum Global Fund

High

Above Average

***

SBI Magnum Taxgain Scheme

Above Average

Low

***

LIC Nomura MF Unit Linked Insurance

Very Low

Unacceptable

***

Baroda Pioneer Balance Fund

Below Average

Very Low

***

L&T India Special Situations Fund

High

Average

***

HDFC Top 200 Fund

High

Average

***

IDFC Imperial Equity Fund - Regular Plan

Below Average

Very Low

***

SBI Magnum Multiplier Plus Scheme

Above Average

Below Average

***

BNP Paribas Long Term Equity Fund

Above Average

Low

***

SBI Bluechip Fund

Above Average

Low

***

UTI Master Equity Plan Unit Scheme

Above Average

Low

***

Kotak 50

Average

Low

***

Birla Sun Life Long Term Advantage Fund

Above Average

Below Average

***

LIC Nomura MF Balanced Fund

Below Average

Very Low

***

Principal Large Cap Fund

Above Average

Below Average

***

Religare Invesco Mid Cap Fund

Very High

Above Average

***

Reliance Tax Saver Fund

Very High

Above Average

***

HDFC Growth Fund

Above Average

Below Average

***

DSP BlackRock Equity Fund

High

Below Average

***

Canara Robeco Emerging Equities Fund - Regular Plan

Very High

Above Average

***

HDFC Equity Fund

Very High

Above Average

***

Kotak Opportunities

Above Average

Low

***

UTI Equity Tax Savings Fund

Average

Very Low

**

JP Morgan India Equity Fund

Above Average

Low

**

Sundaram Select Midcap Fund - Regular Plan

Very High

Above Average

**

Franklin India Smaller Companies Fund

Very High

Above Average

**

Religare Invesco Contra Fund

High

Below Average

**

ICICI Prudential SPIcE Fund

Above Average

Low

**

Tata Equity PE Fund - Plan A

High

Average

**

HSBC Equity Fund

Average

Very Low

**

Franklin India High Growth Companies Fund

Very High

Average

**

Birla Sun Life India Opportunities Fund

Above Average

Low

**

L&T Midcap Fund

Very High

Average

**

Sahara Growth Fund

Above Average

Very Low

**

Sundaram Taxsaver

Above Average

Low

**

UTI Mid Cap Fund

Unacceptable

Above Average

**

UTI Leadership Equity Fund

Average

Very Low

**

ICICI Prudential Exports and Other Services Fund - Regular Plan

Very High

Below Average

**

SBI Emerging Businesses Fund

Unacceptable

Above Average

**

DSP BlackRock Micro Cap Fund - Regular Plan

Unacceptable

High

**

Birla Sun Life Tax Plan

Above Average

Low

**

Taurus Tax Shield Fund

High

Low

**

Tata Midcap Growth Plan A Fund

Very High

Below Average

**

DWS Alpha Equity Fund

Above Average

Very Low

**

Reliance Top 200 Fund - Retail Plan

High

Below Average

**

DSP BlackRock Small and Mid Cap Fund - Regular Plan

Unacceptable

Above Average

**

HSBC Dynamic Fund

Below Average

Unacceptable

**

Tata Equity Opportunities Fund - Plan A

High

Low

**

ICICI Prudential Top 200 Fund - Regular Plan

Very High

Below Average

**

Reliance Long Term Equity Fund

Very High

Below Average

**

Principal Dividend Yield Fund

High

Low

**

ICICI Prudential Index Fund - Regular Plan

High

Low

**

BNP Paribas Midcap Fund

Very High

Below Average

**

Templeton India Growth Fund

Very High

Below Average

**

Escorts Balanced Fund

Above Average

Very Low

**

Reliance Banking Fund

Unacceptable

Above Average

**

ICICI Prudential Child Care Plan - Gift Plan - Regular Plan

Very High

Below Average

**

Birla Sun Life Small & Midcap Fund

Very High

Below Average

**

Sahara Midcap Fund

Unacceptable

Average

**

LIC Nomura MF Index-Sensex Advantage Plan

Above Average

Very Low

**

Goldman Sachs Nifty ETS Fund

High

Low

**

ING Core Equity Fund

High

Low

**

IDFC Classic Equity Fund - Regular Plan

Above Average

Unacceptable

**

ING Large Cap Equity Fund

Above Average

Very Low

**

JM Balanced Fund

Above Average

Unacceptable

**

Birla Sun Life Mid Cap Fund

Very High

Below Average

**

Reliance Regular Savings Fund - Equity Option

Very High

Below Average

**

SBI IT Fund

Unacceptable

Average

**

IDFC Equity Fund - Regular Plan

High

Low

**

HDFC Premier Multi-Cap Fund

High

Low

**

Franklin India Index Fund - NSE Nifty Plan

High

Very Low

**

ING RetireInvest Fund - Series I

Above Average

Unacceptable

**

Birla Sun Life Equity Fund

Very High

Low

**

UTI Long Term Advantage Fund - Series I

High

Very Low

**

LIC Nomura MF Index-Sensex Plan

High

Very Low

**

Reliance Growth Fund - Institutional Plan

Very High

Low

**

Reliance Media & Entertainment Fund

Very High

Low

**

Reliance Growth Fund

Very High

Low

**

LIC Nomura MF Growth Fund

High

Very Low

**

Principal Index Fund - Nifty

High

Very Low

**

Tata Index Sensex Fund - Plan A

High

Very Low

**

Franklin India Opportunities Fund

High

Very Low

**

DSP BlackRock Technology.com Fund - Regular Plan

Very High

Low

**

HDFC Core & Satellite Fund

Very High

Low

**

UTI Nifty Index Fund

High

Very Low

**

HDFC Index Fund - Sensex Plan

High

Very Low

**

LIC Nomura MF Index-Nifty Plan

High

Very Low

**

Tata Index Nifty Fund - Plan A

High

Very Low

**

Escorts High Yield Equity Fund

High

Very Low

**

Kotak Mid-Cap

Unacceptable

Below Average

**

Baroda Pioneer Growth Fund

High

Very Low

**

SBI Nifty Index Fund

High

Very Low

**

HDFC Index Fund - Nifty Plan

High

Very Low

*

Sundaram Select Focus Fund - Regular Plan

High

Unacceptable

*

ING Tax Savings Fund

High

Very Low

*

SBI Contra Fund

High

Very Low

*

HSBC Dividend Yield Equity Fund

High

Unacceptable

*

UTI Banking Sector Fund - Regular Plan

Unacceptable

Below Average

*

Canara Robeco Infrastructure Fund - Regular Plan

Very High

Very Low

*

Birla Sun Life New Millennium Fund

Very High

Low

*

Birla Sun Life Index Fund

Very High

Very Low

*

Birla Sun Life Advantage Fund

Very High

Very Low

*

Birla Sun Life Tax Relief 96

Very High

Very Low

*

Goldman Sachs Nifty Junior BeES Fund

Unacceptable

Below Average

*

LIC Nomura MF Children Fund

Above Average

Unacceptable

*

Reliance Focused Large Cap Fund

High

Unacceptable

*

ING Midcap Fund

Unacceptable

Low

*

Reliance Vision Fund - Institutional Plan

Very High

Very Low

*

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

Unacceptable

Low

*

Goldman Sachs Banking BeES Fund

Unacceptable

Below Average

*

Taurus Starshare Fund

Very High

Very Low

*

Reliance Vision Fund

Very High

Very Low

*

DWS Investment Opportunity Fund

Very High

Very Low

*

Principal Personal Tax Saver Fund

Very High

Very Low

*

HDFC Large Cap Fund - Regular Plan

Very High

Very Low

*

Kotak Emerging Equity Scheme

Unacceptable

Low

*

LIC Nomura MF Tax Plan

Very High

Unacceptable

*

Principal Growth Fund

Very High

Very Low

*

SBI Magnum Multicap Fund

Very High

Very Low

*

Sundaram Equity Multiplier Fund

Very High

Unacceptable

*

Kotak Tax Saver

Very High

Very Low

*

L&T Tax Saver Fund

Very High

Unacceptable

*

SBI Magnum Midcap Fund

Unacceptable

Low

*

DWS Tax Saving Fund

Very High

Unacceptable

*

Principal Tax Savings Fund

Very High

Very Low

*

LIC Nomura MF Equity Fund

Very High

Unacceptable

*

Sundaram Rural India Fund - Regular Plan

Unacceptable

Very Low

*

Baroda Pioneer ELSS 96 Fund

Very High

Very Low

*

ICICI Prudential Midcap Fund - Regular Plan

Unacceptable

Low

*

Taurus Bonanza Fund

Very High

Unacceptable

*

ING Multi-Manager Equity Fund - Option A

Very High

Unacceptable

*

DSP BlackRock World Gold Fund - Regular Plan

Unacceptable

Very Low

*

Escorts Growth Fund

Unacceptable

Unacceptable

*

ICICI Prudential Infrastructure Fund - Regular Plan

Very High

Unacceptable

*

Sundaram Growth Fund - Regular Plan

Unacceptable

Unacceptable

*

Taurus Discovery Fund

Unacceptable

Unacceptable

*

Sahara Infrastructure Fund - Variable Pricing Option

Very High

Unacceptable

*

Sahara Infrastructure Fund - Fixed Pricing Option

Unacceptable

Unacceptable

*

Reliance Diversified Power Sector Fund

Unacceptable

Unacceptable

*

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

Unacceptable

Unacceptable

*

SBI Magnum COMMA Fund

Unacceptable

Unacceptable

*

Birla Sun Life Infrastructure Fund

Unacceptable

Unacceptable

*

UTI Infrastructure Fund

Unacceptable

Unacceptable

*

HSBC Midcap Equity Fund

Unacceptable

Unacceptable

*

Tata Infrastructure Fund - Plan A

Unacceptable

Unacceptable

*

Taurus Infrastructure Fund

Unacceptable

Unacceptable

*

JM Equity Fund

Unacceptable

Unacceptable

*

SBI Infrastructure Fund

Unacceptable

Unacceptable

*

Escorts Tax Plan

Unacceptable

Unacceptable

*

HSBC Progressive Themes Fund

Unacceptable

Unacceptable

*

Escorts Infrastructure Fund

Unacceptable

Unacceptable

*

Sundaram Infrastructure Advantage Fund - Regular Plan

Unacceptable

Unacceptable

*

JM Basic Fund

Unacceptable

Unacceptable

*