Thursday, 5 April 2018

Mutual Fund Ratings: January 2018


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

Fund Name

Risk

Return

Rating

HDFC Children's Gift Fund

Very Low

Above Average

*****

HDFC Balanced Fund

Very Low

Above Average

*****

HDFC Mid-Cap Opportunities Fund

Average

Very High

*****

SBI Magnum Global Fund

Below Average

High

*****

ICICI Prudential Balanced Fund

Very Low

Average

*****

Franklin India Prima Fund

Average

High

*****

Mirae Asset India Opportunities Fund - Regular Plan

Below Average

Above Average

*****

Franklin India Smaller Companies Fund

Above Average

Very High

*****

Tata Balanced Fund - Regular Plan

Very Low

Average

*****

ICICI Prudential Value Discovery Fund

Average

High

*****

BNP Paribas Dividend Yield Fund

Below Average

Average

*****

Franklin India Prima Plus Fund

Below Average

Average

*****

ICICI Prudential Indo Asia Equity Fund

Low

Average

*****

Aditya Birla Sun Life Balanced '95 Fund

Low

Below Average

*****

Quantum Long Term Equity Fund - Direct Plan

Below Average

Average

****

Invesco India Mid Cap Fund

Above Average

Very High

****

ICICI Prudential Balanced Advantage Fund

Very Low

Low

****

ICICI Prudential Focused Bluechip Equity Fund

Below Average

Average

****

Canara Robeco Balance Fund - Regular Plan

Low

Below Average

****

Tata Dividend Yield Fund - Regular Plan

Below Average

Below Average

****

BNP Paribas Midcap Fund

Above Average

Very High

****

Invesco India Mid N Small Cap Fund

Above Average

Very High

****

Canara Robeco Emerging Equities Fund - Regular Plan

High

Very High

****

IDFC Premier Equity Fund - Regular Plan

Above Average

Above Average

****

Reliance Regular Savings Fund - Balanced Option

Low

Below Average

****

HDFC Prudence Fund

Below Average

Average

****

Franklin India Balanced Fund

Very Low

Low

****

Aditya Birla Sun Life Pure Value Fund

Above Average

High

****

UTI Mid Cap Fund

High

Very High

****

HDFC Capital Builder Fund

Average

Average

****

Tata Ethical Fund - Regular Plan

Average

Average

****

SBI Emerging Businesses Fund

Above Average

Above Average

****

SBI Magnum Balanced Fund

Below Average

Below Average

****

Edelweiss Mid and Small Cap Fund - Regular Plan

High

Very High

****

L&T Midcap Fund

High

High

****

Sundaram Select Midcap Fund - Regular Plan

High

High

****

Aditya Birla Sun Life Small & Midcap Fund

High

High

****

SBI Magnum Midcap Fund

High

High

****

SBI Bluechip Fund

Average

Average

****

ICICI Prudential Dynamic Plan

Average

Below Average

****

Franklin India Life Stage Fund of Funds 20s

Low

Low

****

DSP BlackRock Opportunities Fund

Average

Average

****

DSP BlackRock Micro Cap Fund - Regular Plan

Very High

Very High

****

HDFC Small Cap Fund - Regular Plan

Above Average

Above Average

****

Franklin India Flexi Cap Fund

Average

Average

****

L&T India Special Situations Fund

Above Average

Average

****

UTI Equity Fund

Average

Below Average

***

Invesco India Contra Fund

Above Average

Average

***

Franklin India High Growth Companies Fund

High

High

***

Invesco India Dynamic Equity Fund

Low

Low

***

IDFC Sterling Equity Fund - Regular Plan

High

Above Average

***

Invesco India Growth Fund

Average

Below Average

***

Aditya Birla Sun Life Top 100 Fund

Average

Below Average

***

Tata Midcap Growth Fund - Regular Plan

High

High

***

Aditya Birla Sun Life Frontline Equity Fund

Above Average

Below Average

***

Franklin India Bluechip Fund

Below Average

Low

***

Kotak Opportunities Regular Plan

Average

Below Average

***

DSP BlackRock Balanced Fund

Below Average

Low

***

SBI Magnum Equity Fund

Below Average

Low

***

Tata Equity Opportunities Fund - Regular Plan

Above Average

Below Average

***

ICICI Prudential Top 100 Fund

Average

Below Average

***

Principal Balanced Fund

Below Average

Low

***

L&T Equity Fund

Average

Below Average

***

Kotak Balance Regular Plan

Very Low

Very Low

***

UTI Opportunities Fund

Below Average

Low

***

UTI Balanced Fund

Low

Very Low

***

UTI Top 100 Fund

Below Average

Low

***

HDFC Equity Savings Fund

Very Low

Very Low

***

Tata Equity PE Fund - Regular Plan

High

Above Average

***

Principal Emerging Bluechip Fund

Very High

High

***

DSP BlackRock Small and Mid Cap Fund - Regular Plan

Very High

High

***

Canara Robeco Equity Diversified Fund - Regular Plan

Average

Low

***

SBI Magnum Multiplier Fund

High

Average

***

HSBC India Opportunities Fund

Above Average

Low

***

ICICI Prudential Multicap Fund

Above Average

Below Average

***

DHFL Pramerica Equity Income Fund

Very Low

Unacceptable

***

BNP Paribas Equity Fund

Above Average

Low

***

ICICI Prudential Midcap Fund

Very High

Above Average

***

Kotak 50 Regular Plan

Below Average

Very Low

***

Reliance Mid & Small Cap Fund

Very High

Above Average

***

Tata Large Cap Fund - Regular Plan

Average

Very Low

***

Reliance Equity Opportunities Fund

Very High

Above Average

***

L&T India Large Cap Fund

Average

Low

***

Tata Regular Saving Equity Fund - Regular Plan

Very Low

Unacceptable

***

UTI Mastershare Fund

Average

Low

***

Aditya Birla Sun Life Advantage Fund

High

Below Average

***

Templeton India Equity Income Fund

Above Average

Low

***


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

Fund Name

Risk

Return

Rating

UTI MNC Fund

Low

High

*****

SBI FMCG Fund

Low

High

*****

Aditya Birla Sun Life MNC Fund

Below Average

Very High

*****

ICICI Prudential FMCG Fund

Low

Above Average

*****

Franklin India Taxshield Fund

Low

Average

*****

UTI Transportation and Logistics Fund

Above Average

Very High

*****

Aditya Birla Sun Life India GenNext Fund

Average

Above Average

*****

SBI Pharma Fund

Average

High

*****

Tata India Tax Savings Fund

Below Average

Average

*****

Invesco India Tax Plan

Average

Above Average

*****

Reliance Pharma Fund

Above Average

Above Average

****

Quantum Tax Saving Fund - Direct Plan

Below Average

Below Average

****

ICICI Prudential Long Term Equity Fund (Tax Saving)

Average

Average

****

L&T Tax Advantage Fund

Average

Average

****

ICICI Prudential Exports and Other Services Fund

High

High

****

Aditya Birla Sun Life Tax Plan

Above Average

Average

****

DSP BlackRock Tax Saver Fund

Above Average

Above Average

****

Aditya Birla Sun Life India Opportunities Fund

Above Average

Above Average

***

BNP Paribas Long Term Equity Fund

Above Average

Average

***

UTI Pharma & Healthcare Fund

Average

Below Average

***

Canara Robeco Equity Tax Saver Fund - Regular Plan

Average

Below Average

***

Aditya Birla Sun Life Tax Savings Fund

Average

Below Average

***

IDFC Tax Advantage (ELSS) Fund - Regular Plan

High

Above Average

***

UTI India Lifestyle Fund

Below Average

Low

***

ICICI Prudential Technology Fund

Very High

Above Average

***

Aditya Birla Sun Life International Equity Fund - Plan A

Very Low

Very Low

***

SBI Magnum Taxgain Scheme

Above Average

Below Average

***

HDFC Long Term Advantage Fund

High

Average

***

SBI IT Fund

High

Below Average

***

UTI Wealth Builder Fund - Retail Plan

Low

Unacceptable

***

Aditya Birla Sun Life Tax Relief 96

High

Average

***

Franklin Asian Equity Fund

Low

Unacceptable

***

HSBC Tax Saver Equity Fund

High

Below Average

**

Sundaram Rural India Fund - Regular Plan

Very High

Below Average

**

Kotak Global Emerging Market Regular Plan

Low

Unacceptable

**

UTI Long Term Equity Fund

Above Average

Low

**

L&T Tax Saver Fund

High

Low

**

Franklin India Technology Fund

High

Low

**

HDFC Taxsaver Fund

Very High

Below Average

**

Aditya Birla Sun Life Global Real Estate Fund - Retail Plan

Low

Unacceptable

**

ICICI Prudential Banking and Financial Services Fund

Unacceptable

Above Average

**

Principal Global Opportunities Fund

Below Average

Unacceptable

**

Sundaram Global Advantage Fund

Below Average

Unacceptable

**

Reliance Media & Entertainment Fund

Very High

Below Average

**

Principal Tax Savings Fund

Very High

Below Average

**

Taurus Tax Shield Fund - Regular Plan

Above Average

Very Low

**

Sundaram Diversified Equity A Long Term Tax Saver Fund

High

Low

**

Kotak Infrastructure and Economic Reform Fund - Standard Plan

Very High

Low

**

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

Average

Unacceptable

**

Reliance Banking Fund

Unacceptable

Average

**

Principal Personal Tax Saver Fund

High

Very Low

**

Aditya Birla Sun Life New Millennium Fund

Very High

Low

**

LIC MF Tax Plan

High

Very Low

**

Invesco India Banking Fund

Unacceptable

Average

**

DSP BlackRock Natural Resources and New Energy Fund - Regular Plan

Very High

Low

*

Canara Robeco Infrastructure Fund - Regular Plan

Very High

Low

*

Kotak Tax Saver Regular Plan

Very High

Low

*

Reliance ETF Bank BeES

Unacceptable

Below Average

*

Baroda Pioneer ELSS 96 Fund

Very High

Very Low

*

UTI Banking Sector Fund - Regular Plan

Unacceptable

Low

*

Invesco India Infrastructure Fund

Unacceptable

Very Low

*

Aditya Birla Sun Life Infrastructure Fund

Unacceptable

Very Low

*

L&T Infrastructure Fund

Unacceptable

Very Low

*

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

Unacceptable

Very Low

*

Sundaram Financial Services Opportunities Fund - Regular Plan

Unacceptable

Very Low

*

HSBC Emerging Markets Fund

Very High

Unacceptable

*

Escorts Tax Plan

Unacceptable

Very Low

*

Taurus Infrastructure Fund - Regular Plan

Unacceptable

Very Low

*

ICICI Prudential Infrastructure Fund

Unacceptable

Unacceptable

*

Aditya Birla Sun Life Global Commodities Fund

Very High

Unacceptable

*

HDFC Infrastructure Fund

Unacceptable

Very Low

*

Tata Infrastructure Fund - Regular Plan

Unacceptable

Unacceptable

*

SBI Magnum COMMA Fund

Unacceptable

Unacceptable

*

Escorts Power & Energy Fund

Unacceptable

Unacceptable

*

HSBC Infrastructure Equity Fund

Unacceptable

Unacceptable

*

SBI Infrastructure Fund

Unacceptable

Unacceptable

*

LIC MF Infrastructure Fund

Unacceptable

Unacceptable

*

UTI Infrastructure Fund

Unacceptable

Unacceptable

*

Sundaram Infrastructure Advantage Fund - Regular Plan

Unacceptable

Unacceptable

*

Reliance Diversified Power Sector Fund

Unacceptable

Unacceptable

*

Escorts Infrastructure Fund

Unacceptable

Unacceptable

*

Reliance ETF PSU Bank BeES

Unacceptable

Unacceptable

*

Kotak PSU Bank ETF

Unacceptable

Unacceptable

*

DSP BlackRock World Gold Fund - Regular Plan

Unacceptable

Unacceptable

*

Kotak World Gold Fund - Standard Plan

Unacceptable

Unacceptable

*


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

Fund Name

Risk

Return

Rating

Edelweiss Equity Opportunities Fund Regular Plan

Above Average

Low

**

Reliance Top 200 Inst

High

Below Average

**

Baroda Pioneer Balance Fund

Below Average

Very Low

**

Aditya Birla Sun Life Equity Fund

Very High

Average

**

ICICI Prudential Child Care Plan - Gift Plan

High

Below Average

**

Aditya Birla Sun Life Mid Cap Fund

Very High

Above Average

**

Reliance Top 200 Fund - Retail Plan

High

Below Average

**

LIC MF Unit Linked Insurance

Low

Unacceptable

**

Reliance ETF Junior BeES

Very High

Average

**

Kotak Mid-Cap Regular Plan

Unacceptable

Above Average

**

Franklin India Opportunities Fund

Above Average

Low

**

Principal Large Cap Fund

Above Average

Low

**

Kotak Emerging Equity Scheme Regular Plan

Unacceptable

Above Average

**

Aditya Birla Sun Life International Equity Fund - Plan B

Below Average

Very Low

**

Kotak Classic Equity Regular Plan

Above Average

Low

**

SBI Magnum Multicap Fund

Very High

Below Average

**

Reliance NRI Equity Fund

High

Low

**

Principal Growth Fund

Very High

Below Average

**

Aditya Birla Sun Life Dividend Yield Plus Fund

High

Low

**

Escorts Leading Sectors Fund

Very High

Average

**

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

Unacceptable

Above Average

**

Taurus Discovery Fund - Regular Plan

Unacceptable

Average

**

UTI Dividend Yield Fund

Above Average

Very Low

**

DSP BlackRock Equity Fund

Very High

Low

**

DHFL Pramerica Large Cap Fund

Above Average

Very Low

**

HDFC Growth Fund

High

Low

**

Aditya Birla Sun Life Special Situations Fund

Very High

Low

**

UTI CCP Advantage Fund

Above Average

Very Low

**

Escorts High Yield Equity Fund

Very High

Below Average

**

Sundaram Balanced Fund - Regular Plan

Average

Unacceptable

**

DSP BlackRock Top 100 Equity Fund - Regular Plan

Above Average

Very Low

**

HDFC Index Fund - Sensex Plus Plan

Above Average

Very Low

**

UTI Bluechip Flexicap Fund

High

Very Low

**

IDFC Classic Equity Fund - Regular Plan

Above Average

Very Low

**

HSBC Dynamic Fund

Average

Unacceptable

**

Reliance Growth Fund

Unacceptable

Below Average

**

Taurus Starshare Fund - Regular Plan

High

Very Low

**

IDFC Focused Equity Fund - Regular Plan

Above Average

Very Low

**

BOI AXA Equity Fund - Eco Plan

High

Very Low

**

HDFC Equity Fund

Unacceptable

Below Average

**

LIC MF Balanced Fund

Above Average

Unacceptable

**

Sundaram Equity Multiplier Fund

Very High

Low

**

Reliance Regular Savings Fund - Equity Option

Unacceptable

Below Average

**

HSBC Equity Fund

Above Average

Very Low

**

Kotak Sensex ETF Fund

High

Very Low

**

Templeton India Growth Fund

Very High

Low

**

HDFC Top 200 Fund

Very High

Low

**

Quantum Nifty ETF

High

Very Low

**

Reliance ETF Nifty BeES

High

Very Low

*

BOI AXA Equity Fund - Regular Plan

High

Very Low

*

ICICI Prudential Nifty Index Fund

High

Very Low

*

HDFC Premier Multi-Cap Fund

Very High

Very Low

*

LIC MF Growth Fund

High

Very Low

*

HDFC Core & Satellite Fund

Very High

Low

*

HSBC Midcap Equity Fund

Unacceptable

Below Average

*

Escorts Growth Fund

Unacceptable

Low

*

DHFL Pramerica Balanced Advantage Fund

High

Very Low

*

IDFC Equity Fund - Regular Plan

Very High

Very Low

*

HDFC Index Fund - Nifty Plan

High

Very Low

*

Principal Dividend Yield Fund

Very High

Low

*

HDFC Index Fund - Sensex Plan

High

Very Low

*

Franklin India Index Fund - NSE Nifty Plan

High

Very Low

*

UTI Nifty Index Fund

Very High

Very Low

*

Principal Index Fund - Nifty

Very High

Very Low

*

Reliance Vision Fund

Unacceptable

Low

*

LIC MF Index-Nifty Plan

Very High

Unacceptable

*

Taurus Bonanza Fund - Regular Plan

Very High

Unacceptable

*

SBI Contra Fund

Very High

Very Low

*

Reliance Quant Plus Fund - Retail Plan

Very High

Very Low

*

SBI Nifty Index Fund

Very High

Very Low

*

Tata Index Nifty Fund - Regular Plan

Very High

Very Low

*

LIC MF Index-Sensex Plan

Very High

Unacceptable

*

Tata Index Sensex Fund - Regular Plan

Very High

Unacceptable

*

Sundaram Select Focus Fund - Regular Plan

Very High

Unacceptable

*

Aditya Birla Sun Life Index Fund

Very High

Unacceptable

*

Reliance Focused Large Cap Fund

Very High

Very Low

*

Baroda Pioneer Growth Fund

Very High

Very Low

*

HDFC Large Cap Fund - Regular Plan

Very High

Unacceptable

*

LIC MF Equity Fund

Very High

Unacceptable

*


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