Sunday 4 October 2015

Mutual Fund Ratings: October 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

Low

Very High

*****

HDFC Childrens Gift Fund - Investment Plan

Very Low

High

*****

HDFC Balanced Fund

Very Low

High

*****

HDFC Prudence Fund

Low

High

*****

Tata Balanced Fund - Regular Plan

Low

High

*****

Reliance Regular Savings Fund - Balanced Option

Below Average

High

*****

UTI Opportunities Fund

Below Average

Above Average

*****

UTI Equity Fund

Below Average

Above Average

*****

Canara Robeco Balance Fund - Regular Plan

Low

Average

*****

Birla Sun Life 95 Fund

Below Average

Above Average

*****

Birla Sun Life Dividend Yield Plus Fund

Below Average

Above Average

****

ICICI Prudential Balanced Fund - Regular Plan

Low

Average

****

ICICI Prudential Dynamic Fund - Regular Plan

Below Average

Above Average

****

BNP Paribas Dividend Yield Fund

Average

Above Average

****

Quantum Long Term Equity Fund

Average

Above Average

****

Tata Dividend Yield Fund - Regular Plan

Average

Above Average

****

UTI Dividend Yield Fund

Low

Below Average

****

Franklin India Prima Plus Fund

Average

Above Average

****

Reliance Regular Savings Fund - Equity Option

Below Average

Average

****

Franklin India Balanced Fund

Low

Below Average

****

Franklin India Life Stage Fund of Funds 20s

Low

Below Average

****

DSP BlackRock Balanced Fund

Very Low

Below Average

****

Canara Robeco Equity Diversified Fund - Regular Plan

Average

Above Average

****

HDFC Top 200 Fund

Below Average

Average

****

Birla Sun Life Frontline Equity Fund

Average

Above Average

****

Birla Sun Life Asset Allocation Fund - Aggressive Plan

Low

Low

****

HDFC Equity Fund

Average

Average

****

UTI CCP Advantage Fund

Very Low

Low

****

ICICI Prudential Value Discovery Fund - Regular Plan

High

Very High

****

DSP BlackRock Equity Fund

Average

Average

****

HDFC Growth Fund

Below Average

Low

****

DSP BlackRock Top 100 Equity Fund - Regular Plan

Below Average

Below Average

****

Franklin India Bluechip Fund

Average

Below Average

****

L&T Equity Fund

Average

Average

****

Sahara Wealth Plus Fund - Variable Pricing Option

Average

Below Average

****

HDFC Capital Builder Fund

Above Average

Above Average

***

Reliance Equity Opportunities Fund

High

Very High

***

Kotak Balance Regular Plan

Low

Low

***

UTI Mid Cap Fund

Above Average

Above Average

***

Sundaram Select Midcap Fund - Regular Plan

High

High

***

SBI Magnum Balanced Fund

Average

Below Average

***

UTI Mastershare Fund

Average

Low

***

Tata Equity PE Fund - Regular Plan

High

Above Average

***

Sahara Wealth Plus Fund - Fixed Pricing Option

Average

Below Average

***

ICICI Prudential Advisor Series - Very Aggressive Plan - Regular Plan

Low

Very Low

***

Kotak 50 Regular Plan

Below Average

Low

***

Birla Sun Life Top 100 Fund

Above Average

Below Average

***

UTI Balanced Fund

Average

Low

***

Templeton India Equity Income Fund

Above Average

Average

***

Reliance Growth Fund

Above Average

Below Average

***

Sahara Growth Fund

Below Average

Very Low

***

L&T India Special Situations Fund

High

Average

***

HDFC Index Fund - Sensex Plus Plan

Average

Low

***

ICICI Prudential Top 100 Fund - Regular Plan

Above Average

Below Average

***

IDFC Imperial Equity Fund - Regular Plan

Below Average

Very Low

***

SBI Magnum Global Fund

High

Above Average

***

Principal Balanced Fund

Average

Low

***

Kotak Opportunities Regular Plan

Above Average

Below Average

***

SBI Emerging Businesses Fund

Very High

High

***

Sahara Midcap Fund

High

Average

***

Tata Pure Equity Fund - Regular Plan

Above Average

Below Average

***

SBI Magnum Equity Fund

High

Below Average

***

Franklin India Flexi Cap Fund

High

Average

***

LIC Nomura MF Balanced Fund

Below Average

Unacceptable

***

Sundaram Balanced Fund - Regular Plan

Below Average

Very Low

***

BNP Paribas Equity Fund

Above Average

Low

***

Tata Midcap Growth Fund - Regular Plan

High

Average

***

Baroda Pioneer Balance Fund

Below Average

Unacceptable

***

Birla Sun Life Mid Cap Fund

Very High

Average

***

HSBC Equity Fund

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

*****

Reliance Pharma Fund

Very Low

Very High

*****

UTI Pharma & Healthcare Fund

Very Low

Very High

*****

ICICI Prudential FMCG Fund - Regular Plan

Very Low

Very High

*****

UTI MNC Fund

Very Low

Very High

*****

Birla Sun Life MNC Fund

Low

Very High

*****

SBI Pharma Fund

Low

High

*****

Birla Sun Life India GenNext Fund

Below Average

High

*****

Franklin India Taxshield Fund

Below Average

Above Average

*****

Canara Robeco Equity Tax Saver Fund - Regular Plan

Above Average

High

****

Tata Tax Advantage Fund - 1

Below Average

Average

****

Birla Sun Life Buy India Fund

Above Average

Above Average

****

Reliance Banking Fund

Above Average

High

****

L&T Tax Advantage Fund

Average

Average

****

Sahara Tax Gain Fund

Average

Average

****

ICICI Prudential Long Term Equity Fund (Tax Saving) - Regular Plan

Above Average

Average

****

UTI Transportation and Logistics Fund

High

High

***

Tata Long Term Equity Fund

Average

Below Average

***

Taurus Tax Shield Fund - Regular Plan

Average

Below Average

***

HDFC Long Term Advantage Fund

Above Average

Below Average

***

Franklin Infotech Fund

High

Average

***

Sundaram Taxsaver

Above Average

Low

***

HDFC Taxsaver Fund

Above Average

Below Average

***

ICICI Prudential Technology Fund - Regular Plan

Very High

High

***

Reliance Tax Saver Fund

Very High

Average

***

UTI Master Equity Plan Unit Scheme

Above Average

Low

**

SBI Magnum Taxgain Scheme

High

Below Average

**

Goldman Sachs Banking BeES Fund

Very High

Below Average

**

Sundaram Rural India Fund - Regular Plan

Above Average

Very Low

**

SBI IT Fund

Very High

Below Average

**

UTI Banking Sector Fund - Regular Plan

Very High

Below Average

**

ICICI Prudential Infrastructure Fund - Regular Plan

Average

Unacceptable

**

ICICI Prudential Exports and Other Services Fund - Regular Plan

Unacceptable

Above Average

**

Principal Global Opportunities Fund

Above Average

Unacceptable

**

Birla Sun Life Tax Plan

High

Low

**

UTI Equity Tax Savings Fund

High

Very Low

**

DSP BlackRock Technology.com Fund - Regular Plan

Very High

Low

**

Canara Robeco Infrastructure Fund - Regular Plan

Very High

Low

**

BNP Paribas Long Term Equity Fund

Very High

Low

**

Reliance Media & Entertainment Fund

Unacceptable

Low

*

Birla Sun Life New Millennium Fund

Very High

Very Low

*

Birla Sun Life Tax Relief 96

Unacceptable

Low

*

Birla Sun Life India Opportunities Fund

Unacceptable

Low

*

Kotak Tax Saver Regular Plan

Very High

Very Low

*

LIC Nomura MF Tax Plan

Very High

Unacceptable

*

Principal Personal Tax Saver Fund

Very High

Very Low

*

SBI Magnum COMMA Fund

High

Unacceptable

*

DWS Tax Saving Fund

Very High

Unacceptable

*

Birla Sun Life Tax Savings Fund

Very High

Very Low

*

Baroda Pioneer ELSS 96 Fund

Very High

Very Low

*

Principal Tax Savings Fund

Unacceptable

Very Low

*

Sahara Infrastructure Fund - Variable Pricing Option

Very High

Unacceptable

*

L&T Tax Saver Fund

Unacceptable

Very Low

*

Sahara Infrastructure Fund - Fixed Pricing Option

Very High

Unacceptable

*

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

Unacceptable

Unacceptable

*

Tata Infrastructure Fund - Regular Plan

Very High

Unacceptable

*

Birla Sun Life Infrastructure Fund

Unacceptable

Unacceptable

*

Reliance Diversified Power Sector Fund

Unacceptable

Unacceptable

*

UTI Infrastructure Fund

Unacceptable

Unacceptable

*

Sundaram Infrastructure Advantage Fund - Regular Plan

Unacceptable

Unacceptable

*

Escorts Tax Plan

Unacceptable

Unacceptable

*

JM Basic Fund

Unacceptable

Unacceptable

*


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

Fund Name

Risk

Return

Rating

HSBC India Opportunities Fund

Above Average

Low

**

HDFC Premier Multi-Cap Fund

Above Average

Low

**

ICICI Prudential Index Fund - Regular Plan

Above Average

Very Low

**

DWS Alpha Equity Fund

Above Average

Low

**

SBI Magnum Multiplier Fund

Very High

Below Average

**

Templeton India Growth Fund

High

Below Average

**

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

Very High

Average

**

DSP BlackRock Opportunities Fund

High

Below Average

**

Canara Robeco Emerging Equities Fund - Regular Plan

Very High

Above Average

**

Goldman Sachs Nifty ETS Fund

Above Average

Very Low

**

Principal Large Cap Fund

Very High

Below Average

**

L&T Midcap Fund

Very High

Average

**

Tata Ethical Fund - Regular Plan

Very High

Average

**

Franklin India Prima Fund

Very High

Average

**

IDFC Equity Fund - Regular Plan

Above Average

Very Low

**

ICICI Prudential Child Care Plan - Gift Plan - Regular Plan

High

Low

**

Baroda Pioneer Growth Fund

Above Average

Low

**

LIC Nomura MF Unit Linked Insurance

Average

Unacceptable

**

Franklin India Smaller Companies Fund

Very High

Average

**

Kotak Classic Equity Regular Plan

High

Low

**

Tata Equity Opportunities Fund - Regular Plan

High

Low

**

Principal Dividend Yield Fund

Above Average

Very Low

**

ICICI Prudential SPIcE Fund

High

Very Low

**

Franklin India Index Fund - NSE Nifty Plan

Above Average

Very Low

**

HDFC Core & Satellite Fund

High

Low

**

ICICI Prudential Multicap Fund - Regular Plan

Very High

Low

**

DWS Investment Opportunity Fund

High

Very Low

**

Sundaram Select Focus Fund - Regular Plan

Above Average

Very Low

**

UTI Nifty Index Fund

High

Very Low

**

Principal Index Fund - Nifty

Above Average

Very Low

**

Tata Index Nifty Fund - Regular Plan

High

Very Low

**

Reliance NRI Equity Fund

Unacceptable

Below Average

**

SBI Bluechip Fund

Very High

Low

**

Birla Sun Life Index Fund

High

Very Low

**

Birla Sun Life Equity Fund

Very High

Low

**

LIC Nomura MF Index-Nifty Plan

High

Unacceptable

**

Kotak Mid-Cap Regular Plan

Unacceptable

Below Average

**

SBI Nifty Index Fund

High

Very Low

**

BNP Paribas Midcap Fund

Unacceptable

Low

**

Reliance Focused Large Cap Fund

High

Unacceptable

**

SBI Contra Fund

Very High

Very Low

**

Goldman Sachs Nifty Junior BeES Fund

Unacceptable

Below Average

**

Taurus Starshare Fund - Regular Plan

Very High

Very Low

*

Tata Index Sensex Fund - Regular Plan

High

Very Low

*

Reliance Vision Fund

Very High

Very Low

*

Franklin India Opportunities Fund

Very High

Very Low

*

LIC Nomura MF Equity Fund

High

Unacceptable

*

HDFC Index Fund - Nifty Plan

High

Very Low

*

UTI Leadership Equity Fund

Very High

Very Low

*

HDFC Index Fund - Sensex Plan

Very High

Unacceptable

*

SBI Magnum Midcap Fund

Unacceptable

Low

*

LIC Nomura MF Growth Fund

Very High

Very Low

*

Sundaram Growth Fund - Regular Plan

High

Unacceptable

*

IDFC Classic Equity Fund - Regular Plan

Very High

Very Low

*

Birla Sun Life Advantage Fund

Unacceptable

Low

*

ICICI Prudential Midcap Fund - Regular Plan

Unacceptable

Low

*

LIC Nomura MF Index-Sensex Plan

Very High

Unacceptable

*

SBI Magnum Multicap Fund

Unacceptable

Very Low

*

Taurus Bonanza Fund - Regular Plan

Very High

Unacceptable

*

Principal Growth Fund

Unacceptable

Very Low

*

HDFC Large Cap Fund - Regular Plan

Unacceptable

Unacceptable

*

JM Balanced Fund

Unacceptable

Unacceptable

*

Escorts Growth Fund

Unacceptable

Very Low

*

Taurus Discovery Fund - Regular Plan

Unacceptable

Very Low

*

HSBC Midcap Equity Fund

Unacceptable

Very Low

*

LIC Nomura MF Children Fund

Unacceptable

Unacceptable

*

JM Equity Fund

Unacceptable

Unacceptable

*

HSBC Infrastructure Equity Fund

Unacceptable

Unacceptable

*

2 comments:

  1. Thanks for sharing the above information. It would be good if you can share the list of funds with zero exit load?

    ReplyDelete
    Replies
    1. SBI and Motilal Oswal have zero exit load for most of their equity funds. Can you share few other top rated ones?

      Delete