Friday, 26 October 2018

Mutual Fund Ratings: July 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

*****

ICICI Prudential Equity & Debt Fund

Very Low

Average

*****

HDFC Mid-Cap Opportunities Fund

Average

Very High

*****

ICICI Prudential Value Discovery Fund

Below Average

High

*****

Franklin India Prima Fund

Average

Very High

*****

IDFC Multi Cap Fund - Regular Plan

Below Average

Above Average

*****

Franklin India Equity Fund

Low

Above Average

*****

Tata Hybrid Equity Fund - Regular Plan

Very Low

Average

*****

SBI Focused Equity Fund

Average

Above Average

*****

Mirae Asset India Equity Fund - Regular Plan

Below Average

Above Average

*****

Franklin India Smaller Companies Fund

Above Average

Very High

*****

BNP Paribas Midcap Fund

Above Average

Very High

*****

Canara Robeco Emerging Equities Fund - Regular Plan

Above Average

Very High

*****

Quantum Long Term Equity Value Fund - Direct Plan

Low

Below Average

*****

Invesco India Multicap Fund

Above Average

Very High

****

Canara Robeco Equity Debt Allocation Fund - Regular Plan

Very Low

Below Average

****

Reliance Equity Hybrid Fund

Low

Below Average

****

ICICI Prudential Balanced Advantage Fund

Very Low

Low

****

Edelweiss Mid Cap Fund - Regular Plan

Above Average

Very High

****

Aditya Birla Sun Life Equity Hybrid '95 Fund

Low

Below Average

****

L&T Midcap Fund

Above Average

High

****

Invesco India Mid Cap Fund

Above Average

High

****

UTI Equity Fund - Regular Plan

Below Average

Average

****

ICICI Prudential Bluechip Fund

Below Average

Below Average

****

ICICI Prudential Multi Asset Fund

Low

Below Average

****

BNP Paribas Multi Cap Fund

Average

Average

****

Franklin India Equity Hybrid Fund

Very Low

Low

****

UTI Mid Cap Fund - Regular Plan

High

Very High

****

Aditya Birla Sun Life Focused Equity Fund

Below Average

Average

****

HDFC Hybrid Equity Fund

Low

Below Average

****

HDFC Capital Builder Value Fund

Average

Average

****

L&T Large and Midcap Fund

Average

Average

****

IDFC Sterling Value Fund - Regular Plan

Above Average

Above Average

****

BNP Paribas Large Cap Fund

Below Average

Below Average

****

Sundaram Mid Cap Fund - Regular Plan

High

High

****

Franklin India Life Stage Fund of Funds 20s

Very Low

Low

****

SBI Equity Hybrid Fund

Below Average

Below Average

****

Aditya Birla Sun Life Frontline Equity Fund

Average

Below Average

****

SBI Bluechip Fund

Average

Below Average

****

Aditya Birla Sun Life Pure Value Fund

High

High

****

Kotak Small Cap Fund - Regular Plan

High

High

****

ICICI Prudential Multicap Fund

Average

Average

****

ICICI Prudential Large & Mid Cap Fund

Below Average

Below Average

****

Tata Midcap Growth Fund - Regular Plan

High

Above Average

****

HSBC Multi Cap Equity Fund

Average

Below Average

***

HDFC Balanced Advantage Fund

Below Average

Below Average

***

Franklin India Equity Advantage Fund

Above Average

Average

***

Franklin India Focused Equity Fund

High

Above Average

***

DSP BlackRock Equity & Bond Fund

Low

Low

***

Kotak Equity Opportunities Fund - Regular Plan

Average

Below Average

***

HDFC Small Cap Fund - Regular Plan

High

Above Average

***

Reliance Multi Cap Fund

Above Average

Average

***

UTI Value Opportunities Fund - Regular Plan

Below Average

Low

***

ICICI Prudential Child Care Fund - Gift Plan

Above Average

Below Average

***

DSP BlackRock Small Cap Fund - Regular Plan

Very High

Very High

***

Principal Hybrid Equity Fund

Below Average

Low

***

Reliance Focused Equity Fund

Very High

Above Average

***

ICICI Prudential Smallcap Fund

Above Average

Below Average

***

Kotak Equity Hybrid Fund - Regular Plan

Very Low

Very Low

***

Aditya Birla Sun Life Small Cap Fund

Very High

High

***

Invesco India Dynamic Equity Fund

Below Average

Low

***

Kotak Emerging Equity Scheme Regular Plan

Very High

High

***

Franklin India Bluechip Fund

Below Average

Low

***

UTI Hybrid Equity Fund - Regular Plan

Low

Very Low

***

SBI Large & Midcap Fund

High

Average

***

Tata Large & Mid Cap Fund - Regular Plan

Average

Below Average

***

DSP BlackRock Midcap Fund - Regular Plan

Very High

High

***

Invesco India Contra Fund

High

Above Average

***

Invesco India Growth Opportunities Fund

Above Average

Below Average

***

Tata Equity PE Fund - Regular Plan

Very High

Above Average

***

Principal Emerging Bluechip Fund

Very High

High

***

Kotak India EQ Contra Fund - Regular Plan

Average

Low

***

Tata Large Cap Fund - Regular Plan

Below Average

Very Low

***

HDFC Equity Savings Fund

Very Low

Unacceptable

***

Edelweiss Large Cap Fund - Plan B

Average

Low

***

L&T Equity Fund

Above Average

Below Average

***

Edelweiss Large Cap Fund - Regular Plan

Above Average

Low

***

SBI Magnum Midcap Fund

Unacceptable

High

***

DSP BlackRock Equity Opportunities Fund

High

Below Average

***

Aditya Birla Sun Life Mid Cap Fund

Very High

Above Average

***

UTI Core Equity Fund - Regular Plan

Average

Low

***

Templeton India Equity Income Fund

Above Average

Below Average

***

DHFL Pramerica Equity Savings Fund - Direct Plan

Very Low

Unacceptable

***

Edelweiss Large & Mid Cap Fund Regular Plan

Above Average

Low

***

UTI Mastershare Fund - Regular Plan

Average

Low

***

Edelweiss Large Cap Fund - Plan C

Above Average

Low

***

Aditya Birla Sun Life Equity Fund

Very High

Average

***

ICICI Prudential Midcap Fund

Unacceptable

Above Average

***


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

Fund Name

Risk

Return

Rating

SBI Consumption Opportunities Fund

Low

High

*****

ICICI Prudential FMCG Fund

Low

Above Average

*****

ICICI Prudential Exports and Services Fund

Below Average

High

*****

Franklin India Taxshield Fund

Low

Above Average

*****

UTI Transportation and Logistics Fund - Regular Plan

Average

Very High

*****

Aditya Birla Sun Life India GenNext Fund

Average

High

*****

Quantum Tax Saving Fund - Direct Plan

Low

Below Average

*****

Tata India Tax Savings Fund

Below Average

Average

****

ICICI Prudential Long Term Equity Fund (Tax Saving)

Below Average

Average

****

Aditya Birla Sun Life Tax Plan

Average

Above Average

****

BNP Paribas Long Term Equity Fund

Average

Average

****

Invesco India Tax Plan

Above Average

Above Average

****

L&T Tax Advantage Fund

Average

Average

****

Tata Ethical Fund - Regular Plan

Below Average

Below Average

****

DSP BlackRock Tax Saver Fund

Above Average

Above Average

****

HDFC Long Term Advantage Fund

Average

Below Average

****

Reliance Pharma Fund

Above Average

Average

****

Sundaram Rural and Consumption Fund - Regular Plan

Above Average

Average

***

ICICI Prudential Technology Fund

High

Above Average

***

ICICI Prudential Banking and Financial Services Fund

Very High

High

***

SBI Magnum Equity ESG Fund

Below Average

Low

***

HSBC Tax Saver Equity Fund

Above Average

Average

***

Canara Robeco Equity Tax Saver Fund - Regular Plan

Average

Below Average

***

UTI India Lifestyle Fund - Regular Plan

Below Average

Low

***

IDFC Tax Advantage (ELSS) Fund - Regular Plan

Very High

Above Average

***

Franklin Asian Equity Fund

Low

Very Low

***

SBI Magnum Taxgain Scheme

Above Average

Low

***

Principal Tax Savings Fund

Very High

Average

***

SBI Healthcare Opportunities Fund

Very High

Average

**

Franklin India Technology Fund

High

Below Average

**

Edelweiss Long Term Equity Fund (Tax Savings) - Regular Plan

Above Average

Below Average

**

Aditya Birla Sun Life Tax Relief 96

Very High

Average

**

Sundaram Diversified Equity Fund

High

Low

**

UTI Long Term Equity Fund

Average

Very Low

**

Taurus Ethical Fund - Regular Plan

Above Average

Low

**

Reliance Banking Fund

Very High

Average

**

SBI Technology Opportunities Fund

Very High

Average

**

Invesco India Financial Services Fund

Very High

Average

**

Edelweiss Tax Advantage Fund - Regular Plan

Above Average

Low

**

BOI AXA Tax Advantage Fund - Eco Plan

High

Below Average

**

Franklin India Opportunities Fund

High

Low

**

Aditya Birla Sun Life International Equity Fund - Plan B

Average

Very Low

**

UTI Healthcare Fund - Regular Plan

Very High

Below Average

**

Aditya Birla Sun Life International Equity Fund - Plan A

Above Average

Very Low

**

HDFC Taxsaver Fund

Very High

Low

**

BOI AXA Tax Advantage Fund - Regular Plan

Very High

Low

**

Kotak Tax Saver Regular Plan

High

Low

**

UTI Banking and Financial Services Fund - Regular Plan

Very High

Low

**

Taurus Tax Shield Fund - Regular Plan

High

Very Low

**

Reliance ETF Bank BeES

Unacceptable

Below Average

**

Reliance Consumption Fund

Very High

Low

**

Principal Personal Tax Saver Fund

High

Very Low

**

Aditya Birla Sun Life Digital India Fund

Unacceptable

Below Average

**

LIC MF Tax Plan

Very High

Very Low

**

Principal Global Opportunities Fund

Above Average

Unacceptable

*

Aditya Birla Sun Life Global Real Estate Fund - Retail Plan

Above Average

Unacceptable

*

Kotak Infrastructure and Economic Reform Fund - Standard Plan

Unacceptable

Low

*

Kotak Global Emerging Market Regular Plan

High

Unacceptable

*

Canara Robeco Infrastructure Fund - Regular Plan

Very High

Low

*

Baroda Pioneer ELSS 96 Fund

Very High

Very Low

*

Reliance Quant Fund - Retail Plan

Very High

Very Low

*

Sundaram Global Advantage Fund

High

Unacceptable

*

DSP BlackRock Natural Resources and New Energy Fund - Regular Plan

Unacceptable

Low

*

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

High

Unacceptable

*

Invesco India Infrastructure Fund

Unacceptable

Very Low

*

Sundaram Financial Services Opportunities Fund - Regular Plan

Unacceptable

Very Low

*

L&T Infrastructure Fund

Unacceptable

Very Low

*

Aditya Birla Sun Life Infrastructure Fund

Unacceptable

Very Low

*

Quant Tax Plan

Unacceptable

Very Low

*

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

Unacceptable

Very Low

*

HSBC Global Emerging Markets Fund

Very High

Unacceptable

*

Taurus Infrastructure Fund - Regular Plan

Unacceptable

Very Low

*

ICICI Prudential Infrastructure Fund

Unacceptable

Unacceptable

*

Quant Power & Energy Fund

Unacceptable

Very Low

*

Tata Infrastructure Fund - Regular Plan

Unacceptable

Unacceptable

*

HSBC Infrastructure Equity Fund

Unacceptable

Unacceptable

*

SBI Magnum COMMA Fund

Unacceptable

Unacceptable

*

SBI Infrastructure Fund

Unacceptable

Unacceptable

*

Aditya Birla Sun Life Global Commodities Fund

Unacceptable

Unacceptable

*

LIC MF Infrastructure Fund

Unacceptable

Unacceptable

*

HDFC Infrastructure Fund

Unacceptable

Unacceptable

*

UTI Infrastructure Fund - Regular Plan

Unacceptable

Unacceptable

*

Sundaram Infrastructure Advantage Fund - Regular Plan

Unacceptable

Unacceptable

*

Reliance Power & Infra Fund

Unacceptable

Unacceptable

*

Quant 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

Tata Equity Savings Fund - Regular Plan

Very Low

Unacceptable

**

ICICI Prudential Focused Equity Fund

Average

Low

**

UTI Multi Asset Fund - Regular Plan

Low

Unacceptable

**

Kotak Bluechip Fund - Regular Plan

Average

Low

**

Quant Leading Sectors Fund

Very High

Average

**

Canara Robeco Equity Diversified Fund - Regular Plan

Above Average

Low

**

Baroda Pioneer Hybrid Equity Fund

Below Average

Very Low

**

Principal Focused Multicap Fund

Above Average

Low

**

Reliance Large Cap Fund

High

Below Average

**

UTI Children's Career Fund-Investment Plan - Regular Plan

Above Average

Low

**

Aditya Birla Sun Life Equity Advantage Fund - Regular Plan

Very High

Average

**

Sundaram Equity Hybrid Fund - Regular Plan

Low

Unacceptable

**

Principal Multi Cap Growth Fund

Very High

Average

**

UTI Dividend Yield Fund - Regular Plan

Average

Very Low

**

Quant High Yield Equity Fund

Very High

Average

**

L&T India Large Cap Fund

High

Low

**

Sundaram Small Cap Fund - Regular Plan

Unacceptable

Above Average

**

SBI Magnum Multicap Fund

Very High

Below Average

**

Taurus Discovery (Midcap) Fund - Regular Plan

Unacceptable

Above Average

**

Principal Dividend Yield Fund

High

Low

**

Reliance ETF Junior BeES

Very High

Average

**

Aditya Birla Sun Life Dividend Yield Fund

High

Low

**

DSP BlackRock Equity Fund

Very High

Low

**

DSP BlackRock Top 100 Equity Fund - Regular Plan

Above Average

Very Low

**

BOI AXA Large & Mid Cap Equity Fund - Eco Plan

Above Average

Very Low

**

DHFL Pramerica Large Cap Fund

High

Very Low

**

DHFL Pramerica Large Cap Fund - Wealth Plan

High

Very Low

**

HSBC Dynamic Asset Allocation Fund

Average

Unacceptable

**

LIC MF Equity Hybrid Fund

Average

Unacceptable

**

Reliance Value Fund

Very High

Below Average

**

Reliance Balanced Advantage Fund

Very High

Low

**

Sundaram Large and Mid Cap Fund

Very High

Low

**

Reliance Growth Fund

Very High

Below Average

**

LIC MF Unit Linked Insurance

Average

Unacceptable

**

Reliance ETF Nifty BeES

High

Very Low

**

Reliance ETF Shariah BeES

Above Average

Very Low

**

Quantum Nifty ETF

High

Very Low

**

HDFC Top 100 Fund

Very High

Low

**

Edelweiss Multi Asset Allocation Fund - Plan B

Above Average

Very Low

**

IDFC Core Equity Fund - Regular Plan

High

Very Low

**

Templeton India Value Fund

Very High

Low

**

HDFC Equity Fund

Unacceptable

Below Average

**

BOI AXA Large & Mid Cap Equity Fund - Regular Plan

High

Very Low

**

HSBC Small Cap Equity Fund

Unacceptable

Average

**

HSBC Large Cap Equity Fund

High

Very Low

**

ICICI Prudential Nifty Index Fund

High

Very Low

*

Kotak Sensex ETF Fund

High

Very Low

*

Quant Growth Fund

Unacceptable

Low

*

IDFC Large Cap Fund - Regular Plan

High

Very Low

*

LIC MF Large Cap Fund

High

Very Low

*

UTI Nifty Index Fund - Regular Plan

High

Very Low

*

HDFC Index Fund - Sensex Plan

High

Very Low

*

IDFC Focused Equity Fund - Regular Plan

High

Very Low

*

HDFC Index Fund Nifty 50 Plan

High

Very Low

*

Franklin India Index Fund - NSE Nifty Plan

High

Very Low

*

Tata Index Nifty Fund - Regular Plan

High

Very Low

*

Principal Nifty 100 Equal Weight Fund

High

Very Low

*

LIC MF Index-Nifty Plan

High

Unacceptable

*

SBI Nifty Index Fund

Very High

Very Low

*

Aditya Birla Sun Life Index Fund

Very High

Unacceptable

*

Tata Index Sensex Fund - Regular Plan

Very High

Unacceptable

*

Sundaram Select Focus Fund - Regular Plan

Very High

Very Low

*

DHFL Pramerica Hybrid Equity Fund - Direct Plan

Very High

Unacceptable

*

LIC MF Index-Sensex Plan

Very High

Unacceptable

*

HDFC Focused 30 Fund

Unacceptable

Very Low

*

Taurus Starshare (Multi Cap) Fund - Regular Plan

Unacceptable

Very Low

*

Reliance Vision Fund

Unacceptable

Very Low

*

SBI Contra Fund

Very High

Very Low

*

Baroda Pioneer Multi Cap Fund

Very High

Very Low

*

HDFC Growth Opportunities Fund - Regular Plan

Very High

Unacceptable

*

LIC MF Multicap Fund

Very High

Unacceptable

*

Taurus Largecap Equity Fund - Regular Plan

Very High

Unacceptable

*

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