Thursday, 31 December 2020

Mutual Fund Ratings: July 2020


  Diversified Equity Funds and Aggressive Hybrid Funds - 5-star / 4-star / 3-star

Fund Name

Risk

Return

Rating

Mirae Asset Emerging Bluechip Reg

Average

Very High

* * * * *

SBI Focused Equity Reg

Average

High

* * * * *

HDFC Children's Gift Reg

Below Average

Above Average

* * * * *

Canara Robeco Eqt Hybrid Reg

Below Average

Average

* * * * *

SBI Equity Hybrid Reg

Below Average

Above Average

* * * * *

ICICI Pru Equity & Debt Reg

Below Average

Above Average

* * * * *

Axis Midcap Reg

Above Average

Very High

* * * * *

L&T Hybrid Equity Reg

Average

Average

* * * * *

Canara Robeco Emerging Equities Reg

High

Very High

* * * * *

Kotak Standard Multicap Reg

Above Average

High

* * * * *

Principal Emerging Bluechip Reg

High

Very High

* * * * *

Invesco India Midcap Reg

Above Average

Very High

* * * * *

SBI Small Cap Reg

High

Very High

* * * * *

Axis Bluechip Reg

Average

Above Average

* * * * *

UTI Equity Reg

Average

Average

* * * * *

Principal Hybrid Equity Reg

Average

Average

* * * * *

Kotak Equity Opportunities Reg

Average

Above Average

* * * * *

DSP Equity & Bond Reg

Average

Average

* * * * *

ICICI Pru Value Discovery Reg

Average

Above Average

* * * * *

Mirae Asset Large Cap Reg

Above Average

High

* * * * *

Kotak Emerging Equity Reg

High

Very High

* * * * *

Quant Large & Midcap Reg

Above Average

High

* * * *

L&T Midcap Reg

High

Very High

* * * *

DSP Midcap Reg

High

Very High

* * * *

Taurus Discovery (Midcap) Reg

High

Very High

* * * *

BNP Paribas Large Cap Reg

Average

Average

* * * *

HDFC Mid-Cap Opportunities Reg

High

High

* * * *

Quant Focused Reg

High

High

* * * *

Invesco India Contra Reg

High

Very High

* * * *

Franklin Eqt Hybrid Reg

Average

Below Average

* * * *

Tata Hybrid Equity Reg

Average

Below Average

* * * *

Canara Robeco Bluechip Eqt Reg

Average

Below Average

* * * *

Franklin Prima Reg

High

High

* * * *

BNP Paribas Midcap Reg

High

Above Average

* * * *

SBI Bluechip Reg

Above Average

Average

* * * *

Quant Absolute Reg

Average

Below Average

* * * *

Edelweiss Midcap Reg

High

High

* * * *

Kotak India EQ Contra Reg

Average

Average

* * * *

ICICI Pru Child Care Gift Reg

Average

Average

* * * *

Tata Midcap Growth Reg

High

High

* * * *

BNP Paribas Multi Cap Reg

Above Average

Average

* * * *

UTI Midcap Reg

High

Above Average

* * * *

Quant Active Reg

High

High

* * * *

Invesco India Growth Opp Reg

Above Average

Above Average

* * * *

Nippon India Small Cap Reg

Very High

Very High

* * * *

Invesco India Multicap Reg

High

Above Average

* * * *

ICICI Pru Bluechip Reg

Above Average

Average

* * *

ABSL Focused Eqt Reg

Above Average

Average

* * *

Tata Large & Midcap Reg

Above Average

Average

* * *

Tata Equity PE Reg

Very High

High

* * *

Principal Focused Multicap Reg

Above Average

Below Average

* * *

Franklin Equity Reg

Above Average

Average

* * *

SBI Large & Midcap Reg

High

Above Average

* * *

ABSL Equity Reg

Very High

High

* * *

Edelweiss Large Cap B

Above Average

Below Average

* * *

SBI Magnum MultiCap Reg

Very High

High

* * *

Edelweiss Large Cap Reg

Above Average

Below Average

* * *

Nippon India ETF Junior BeES Reg

High

Above Average

* * *

Kotak Equity Hybrid Reg

Below Average

Low

* * *

Canara Robeco Eqt Diversified Reg

Above Average

Below Average

* * *

IDFC Multi Cap Reg

Above Average

Average

* * *

L&T India Value Reg

Very High

High

* * *

Kotak Small Cap Reg

Very High

Above Average

* * *

Edelweiss Large Cap C

Above Average

Below Average

* * *

Quantum Equity FoF Dir

High

Average

* * *

Nippon India ETF Shariah BeES Reg

Average

Low

* * *

ABSL Eq Hybrid '95 Reg

Above Average

Below Average

* * *

DSP Equity Opp Reg

Very High

Above Average

* * *

SBI Magnum Midcap Reg

Very High

Above Average

* * *

UTI Mastershare Reg

Average

Below Average

* * *

DSP Small Cap Reg

Very High

High

* * *

Invesco India Large Cap Reg

Above Average

Below Average

* * *

Principal Multi Cap Growth Reg

Very High

Above Average

* * *

Principal Dividend Yield Reg

Above Average

Below Average

* * *

Quant Midcap Reg

Below Average

Very Low

* * *

ICICI Pru Nifty Next 50 Index Reg

Very High

Average

* * *

L&T Large and Midcap Reg

High

Below Average

* * *

DSP Equity Reg

High

Average

* * *

Edelweiss Large & Midcap Reg

High

Below Average

* * *

UTI Children's Career Investment Reg

Above Average

Below Average

* * *

Franklin Focused Eqt Reg

Very High

Above Average

* * *

ABSL Frontline Eqt Reg

High

Below Average

* * *

Nippon India Focused Equity Reg

Very High

High

* * *


  Sectoral and Thematic Equity Funds and remaining Hybrid Funds - Full List

Fund Name

Risk

Return

Rating

Motilal Oswal NASDAQ 100 ETF Reg

Below Average

Very High

* * * * *

Axis Long Term Equity Reg

Average

Very High

* * * * *

ABSL MNC Reg

Average

High

* * * * *

ICICI Pru FMCG Reg

Below Average

Above Average

* * * * *

Mirae Asset Great Consumer Reg

Average

Very High

* * * * *

UTI MNC Reg

Average

Above Average

* * * * *

ABSL India GenNext Reg

Average

Very High

* * * * *

SBI Magnum Global Reg

Average

Above Average

* * * * *

SBI Magnum Children's Benefit - Savings Plan Reg

Low

Below Average

* * * * *

ICICI Pru Balanced Advantage Reg

Below Average

Below Average

* * * * *

Kotak Asset Allocator Reg

Below Average

Average

* * * * *

ABSL Tax Relief 96 Reg

Above Average

High

* * * * *

ICICI Pru Regular Savings Reg

Low

Low

* * * * *

Aditya Birla SL Tax Plan

Above Average

High

* * * * *

L&T Balanced Advantage Reg

Below Average

Below Average

* * * * *

ICICI Pru Asset Allocator (FOF) Reg

Below Average

Low

* * * *

ICICI Pru Multi Asset Reg

Average

Average

* * * *

ABSL Fin Planning FOF Agrsv Reg

Below Average

Below Average

* * * *

Invesco India Tax Reg

Above Average

High

* * * *

SBI Multi Asset Allocation Reg

Very Low

Low

* * * *

SBI Technology Opportunities Reg

Above Average

Above Average

* * * *

ICICI Pru Exports & Services Reg

Above Average

Above Average

* * * *

ICICI Pru Technology Reg

Above Average

High

* * * *

Franklin Pension Reg

Low

Low

* * * *

DSP Tax Saver Reg

High

High

* * * *

BNP Paribas Long Term Equity Reg

Average

Average

* * * *

Canara Robeco Consumer Trends Reg

High

High

* * * *

Tata Ethical Reg

Below Average

Below Average

* * * *

Nippon India Pharma Reg

Average

Average

* * * *

Franklin Technology Reg

Above Average

Average

* * * *

ABSL Digital India Reg

Above Average

Above Average

* * * *

Invesco India Dynamic Equity Reg

Average

Below Average

* * * *

ABSL Regular Savings Reg

Below Average

Low

* * * *

IDFC Asset Allocation Cons Reg

Very Low

Very Low

* * * *

BOI AXA Tax Advantage Eco

Above Average

Above Average

* * * *

Kotak Debt Hybrid Reg

Low

Low

* * * *

UTI Children's Career Svngs Reg

Below Average

Low

* * * *

Sundaram Rural & Consumption Reg

High

High

* * * *

Franklin Life Stage FoF 50s Plus FR Reg

Very Low

Very Low

* * * *

Canara Robeco Eqt Tax Saver Reg

Above Average

Average

* * * *

ABSL Fin Planning FOF Moderate Reg

Low

Low

* * * *

Taurus Ethical Reg

Average

Below Average

* * * *

Canara Robeco Cons Hybrid Reg

Low

Very Low

* * * *

BNP Paribas Cons Hybrid Reg

Very Low

Very Low

* * * *

IDFC Regular Savings Reg

Low

Very Low

* * * *

ABSL Balanced Advantage Reg

Below Average

Low

* * * *

SBI Debt Hybrid Reg

Low

Very Low

* * * *

Franklin Debt Hybrid Reg

Low

Very Low

* * * *

Tata India Tax Savings Reg

Very High

High

* * * *

IDFC Asset Allocation Moderate Reg

Low

Very Low

* * *

Principal Balanced Advantage Reg

Below Average

Low

* * *

Edelweiss Balanced Advtg Reg

Below Average

Low

* * *

Baroda Conservative Hybrid Reg

Low

Very Low

* * *

ICICI Pru Thematic Advantage (FOF) Reg

Below Average

Low

* * *

ABSL Fin Planning FOF Cons Reg

Very Low

Very Low

* * *

BOI AXA Tax Advantage Reg

Above Average

Average

* * *

UTI Regular Savings Reg

Low

Very Low

* * *

SBI Magnum Equity ESG Reg

Above Average

Below Average

* * *

HSBC Regular Savings Reg

Low

Very Low

* * *

HDFC Equity Savings Reg

Below Average

Very Low

* * *

SBI Consumption Opportunities Reg

High

Average

* * *

HDFC Hybrid Debt Reg

Below Average

Very Low

* * *

ICICI Pru LT Eqt (Tax Saving) Reg

High

Average

* * *

Essel Regular Savings Reg

Low

Very Low

* * *

PGIM India Equity Savings Reg

Low

Very Low

* * *

L&T Conservative Hybrid Reg

Low

Very Low

* * *

HDFC Multi Asset Reg

Low

Very Low

* * *

Axis Regular Saver Reg

Low

Very Low

* * *

Nippon India Balanced Advantage Reg

Above Average

Below Average

* * *

ICICI Pru Income Optimizer (FOF) Reg

Low

Very Low

* * *

Franklin Asian Equity Reg

Below Average

Low

* * *

DSP Regular Savings Reg

Low

Very Low

* * *

Axis Triple Advantage Reg

Below Average

Very Low

* * *

ABSL Intl Eqt A Reg

Below Average

Low

* * *

Principal Tax Savings Reg

Very High

Above Average

* * *

LIC MF Debt Hybrid Reg

Low

Unacceptable

* * *

Sundaram Debt Oriented Hybrid Reg

Below Average

Very Low

* * *

UTI Unit Linked Insurance Reg

Below Average

Very Low

* * *

UTI Retrmnt Benefit Pension Reg

Below Average

Very Low

* * *

IDFC Asset Allocation Agrsv Reg

Below Average

Very Low

* * *

Kotak Tax Saver Reg

High

Average

* * *

IDFC Equity Savings Reg

Low

Unacceptable

* * *

Franklin Taxshield Reg

High

Below Average

* * *

HDFC Long Term Advantage

Very High

Average

* * *

Principal Equity Savings Reg

Low

Unacceptable

* *

L&T Tax Advantage Reg

Very High

Average

* *

UTI India Consumer Reg

Average

Low

* *

Tata Equity Savings Reg

Low

Unacceptable

* *

Essel 3 in 1 Reg

Below Average

Unacceptable

* *

Franklin Build India Reg

Very High

Above Average

* *

Tata Young Citizens Reg

Below Average

Very Low

* *

ICICI Pru Passive Strategy (FOF) Reg

Average

Very Low

* *

ABSL Asset Allocator MMFoF Reg

Average

Low

* *

UTI Long Term Equity Reg

Above Average

Low

* *

Edelweiss Grtr China Eqt Off-shore Reg

Very High

Below Average

* *

HSBC Tax Saver Eqt Reg

Very High

Below Average

* *

Quant Multi Asset Reg

Below Average

Unacceptable

* *

IDBI Eqt Savings Reg

Low

Unacceptable

* *

Nippon India Consumption Reg

Above Average

Low

* *

SBI Long Term Equity Fund Reg

High

Low

* *

BOI AXA Conservative Hybrid Eco

Below Average

Unacceptable

* *

IDFC Tax Advantage (ELSS) Reg

Very High

Average

* *

Quantum Tax Saving Dir

High

Below Average

* *

BOI AXA Conservative Hybrid Reg

Below Average

Unacceptable

* *

Nippon India Hybrid Bond Reg

Below Average

Unacceptable

* *

UTI Multi Asset Reg

Below Average

Unacceptable

* *

Edelweiss LT Eqt (Tax Svngs) Reg

High

Below Average

* *

Taurus Tax Shield Reg

High

Below Average

* *

JM Tax Gain Reg

Very High

Above Average

* *

Franklin Life Stage FoF 30s Reg

Average

Very Low

* *

UTI Healthcare Reg

Above Average

Low

* *

Franklin Life Stage FoF 40s Reg

Average

Unacceptable

* *

SBI Healthcare Opportunities Reg

Very High

Below Average

* *

LIC MF Tax Reg

Very High

Below Average

* *

ICICI Pru Banking & Fin Services Reg

Unacceptable

Above Average

* *

Invesco India Financial Services Reg

Unacceptable

Above Average

* *

ABSL Intl Eqt B Reg

Above Average

Very Low

* *

LIC MF Children's Gift Reg

Average

Unacceptable

* *

Quant Tax Reg

Very High

Average

* *

Franklin Dynamic Asset Alloc FoF Reg

Average

Very Low

* *

UTI Transportation & Logistics Reg

Unacceptable

Above Average

* *

Nippon India ETF Hang Seng BeES Reg

High

Low

* *

Franklin Opportunities Reg

Very High

Below Average

* *

UTI MEPUS Reg

Very High

Below Average

* *

HDFC Balanced Advantage Reg

Very High

Low

* *

Sundaram Diversified Equity Reg

Very High

Below Average

* *

Nippon India Quant Reg

Above Average

Very Low

* *

Sundaram Global Brand Reg

Average

Unacceptable

*

DSP Natural Rsrcs and New Energy Reg

Unacceptable

Below Average

*

Invesco India Infrastructure Reg

Very High

Below Average

*

Franklin Life Stage FoF 50s Plus Reg

Above Average

Unacceptable

*

Principal Global Opportunities Reg

Above Average

Unacceptable

*

ABSL Global Real Estate Reg

Above Average

Unacceptable

*

Principal Personal Tax Saver

Very High

Very Low

*

PGIM India Global Eqt Opp Reg

Very High

Very Low

*

L&T Infrastructure Reg

Unacceptable

Below Average

*

Nippon India ETF Bank BeES Reg

Unacceptable

Below Average

*

HDFC Taxsaver Reg

Very High

Low

*

Sundaram Financial Services Opp Inst

Unacceptable

Below Average

*

Kotak Infra & Eco Reform Reg

Unacceptable

Low

*

Nippon India Tax Saver (ELSS) Reg

Unacceptable

Below Average

*

Quant Consumption Reg

Unacceptable

Low

*

PGIM India Emerging Markets Eqt Reg

High

Unacceptable

*

Baroda ELSS 96 Reg

Very High

Very Low

*

Invesco India PSU Equity Reg

Very High

Very Low

*

Taurus Infrastructure Reg

Very High

Low

*

Nippon India Banking Reg

Unacceptable

Below Average

*

Canara Robeco Infrastructure Reg

Unacceptable

Low

*

Kotak Global Emerging Market Reg

High

Unacceptable

*

HSBC Global Emerging Markets Reg

Very High

Unacceptable

*

Sundaram Fin Services Opp Reg

Unacceptable

Low

*

SBI Magnum COMMA Reg

Unacceptable

Very Low

*

ABSL Commodity Eqt Global Agri Reg

Very High

Unacceptable

*

DSP T.I.G.E.R. Reg

Unacceptable

Very Low

*

BOI AXA Mfg & Infrastructure Reg

Unacceptable

Very Low

*

UTI Banking & Fin Services Reg

Unacceptable

Low

*

ABSL Infrastructure Reg

Unacceptable

Very Low

*

SBI Infrastructure Reg

Unacceptable

Very Low

*

Tata Infrastructure Reg

Unacceptable

Very Low

*

ABSL Global Emerging Opp Reg

Very High

Unacceptable

*

Sundaram Infrastructure Adv Reg

Unacceptable

Very Low

*

ICICI Pru Infrastructure Reg

Unacceptable

Unacceptable

*

UTI Infrastructure Reg

Unacceptable

Unacceptable

*

Nippon India Power & Infra Reg

Unacceptable

Unacceptable

*

IDFC Infrastructure Reg

Unacceptable

Unacceptable

*

LIC MF Infrastructure Reg

Unacceptable

Unacceptable

*

DSP World Gold Reg

Unacceptable

Unacceptable

*

HSBC Infrastructure Eqt Reg

Unacceptable

Unacceptable

*

Quant Infrastructure Reg

Unacceptable

Unacceptable

*

DSP World Energy Reg

Unacceptable

Unacceptable

*

DSP World Mining Reg

Unacceptable

Unacceptable

*

HDFC Infrastructure Reg

Unacceptable

Unacceptable

*

Nippon India ETF Infra BeES Reg

Unacceptable

Unacceptable

*

SBI PSU Reg

Unacceptable

Unacceptable

*

HSBC Brazil Reg

Unacceptable

Unacceptable

*

Nippon India ETF PSU Bank BeES Reg

Unacceptable

Unacceptable

*

Kotak PSU Bank ETF Reg

Unacceptable

Unacceptable

*


  Diversified Equity Funds and Aggressive Hybrid Funds - 2-star / 1-star

Fund Name

Risk

Return

Rating

ICICI Pru Focused Equity Reg

Above Average

Low

* *

Kotak Bluechip Reg

High

Below Average

* *

ICICI Pru Multicap Reg

Very High

Average

* *

UTI Value Opportunities Reg

Average

Low

* *

ICICI Pru Sensex ETF Reg

Above Average

Low

* *

IDBI Nifty Junior Index Reg

Very High

Average

* *

ICICI Pru Large & Midcap Reg

Above Average

Low

* *

Edelweiss Aggressive Hybrid B

Average

Low

* *

Sundaram Mid Cap Inst

Very High

Above Average

* *

UTI Hybrid Equity Reg

Average

Low

* *

Sundaram Select Focus Inst

High

Below Average

* *

Sundaram Equity Hybrid Reg

Average

Very Low

* *

Edelweiss Agrsv Hybrid Reg

Average

Very Low

* *

Franklin Smaller Companies Reg

Very High

Above Average

* *

Sundaram Large & Midcap Reg

Very High

Average

* *

Franklin Life Stage FoF 20s Reg

Average

Low

* *

HSBC Multi Cap Eqt Reg

High

Below Average

* *

Nippon India Growth Inst

Very High

Average

* *

ABSL Eqt Advantage Reg

Very High

Above Average

* *

JM Multicap Reg

Very High

Average

* *

LIC MF Large Cap Reg

Above Average

Low

* *

ICICI Pru Midcap Reg

Very High

Above Average

* *

Sundaram Midcap Reg

Unacceptable

Above Average

* *

L&T Equity Reg

High

Below Average

* *

Quantum Long Term Eqt Value Dir

High

Low

* *

Nippon India Growth Reg

Very High

Average

* *

UTI Dividend Yield Reg

Above Average

Very Low

* *

Kotak Sensex ETF Reg

High

Low

* *

HDFC Small Cap Reg

Very High

Above Average

* *

L&T India Large Cap Reg

High

Low

* *

IDFC Nifty Reg

High

Low

* *

PGIM India Large Cap Reg

High

Low

* *

Franklin Bluechip Reg

Above Average

Low

* *

LIC MF Equity Hybrid Reg

Average

Unacceptable

* *

Nippon India ETF Nifty BeES Reg

High

Low

* *

HDFC Capital Builder Value Reg

Very High

Average

* *

Quantum Nifty ETF Reg

High

Low

* *

Baroda Hybrid Equity Reg

Average

Very Low

* *

Templeton India Eqt Income Reg

High

Low

* *

JM Value Reg

Very High

Average

* *

HDFC Index Sensex Reg

High

Low

* *

JM Large Cap Reg

Above Average

Very Low

* *

Sundaram Select Focus Reg

High

Low

* *

Tata Large Cap Reg

High

Low

* *

Nippon India Large Cap Reg

Very High

Below Average

* *

Invesco India Nifty ETF Reg

High

Low

* *

Franklin Eqt Advantage Reg

Very High

Below Average

* *

IDFC Large Cap Reg

Above Average

Very Low

* *

Kotak Nifty ETF Reg

High

Low

* *

ABSL Midcap Reg

Unacceptable

Average

* *

BOI AXA Large & Mid Cap Equity Eco

High

Low

* *

LIC MF ULIS Reg

Above Average

Unacceptable

* *

Nippon India Equity Hybrid Reg

High

Low

* *

HSBC Large Cap Eqt Reg

High

Low

* *

UTI Nifty Index Reg

Very High

Low

* *

ICICI Pru Nifty Index Reg

High

Low

* *

HDFC Index Nifty 50 Reg

Very High

Low

* *

ABSL Pure Value Reg

Unacceptable

Average

* *

Nippon India Value Reg

Unacceptable

Below Average

* *

DSP Focus Reg

Very High

Below Average

* *

Tata Index Sensex Reg

High

Low

* *

Nippon India Index Sensex Reg

High

Very Low

* *

Sundaram Small Cap Inst

Unacceptable

Average

* *

Union Multi Cap Reg

Above Average

Very Low

* *

IDFC Focused Equity Reg

High

Very Low

*

PGIM India Hybrid Eqt Reg

Above Average

Very Low

*

IDFC Core Equity Reg

Very High

Low

*

IDFC Sterling Value Reg

Unacceptable

Below Average

*

UTI Core Equity Reg

Very High

Low

*

JM Equity Hybrid Reg

Above Average

Unacceptable

*

ABSL Small Cap Reg

Unacceptable

Average

*

ICICI Pru Small Cap Reg

Very High

Low

*

Tata Index Nifty Reg

Very High

Very Low

*

Sundaram Small Cap Reg

Unacceptable

Average

*

Nippon India Index Nifty Reg

Very High

Very Low

*

LIC MF Index Sensex Reg

High

Very Low

*

BOI AXA Large & Midcap Eqt Reg

High

Very Low

*

JM Core 11 Reg

Unacceptable

Below Average

*

Franklin Index NSE Nifty Reg

Very High

Very Low

*

Motilal Oswal M50 ETF Reg

Very High

Very Low

*

ABSL Dividend Yield Reg

High

Very Low

*

Motilal Oswal Midcap 100 ETF Reg

Unacceptable

Below Average

*

SBI Nifty Index Reg

Very High

Very Low

*

ABSL Index Reg

Very High

Very Low

*

LIC MF Index Nifty Reg

Very High

Very Low

*

HSBC Small Cap Eqt Reg

Unacceptable

Below Average

*

HDFC Top 100 Reg

Very High

Low

*

Taurus Nifty Index Reg

Very High

Very Low

*

DSP Top 100 Equity Reg

Very High

Very Low

*

Nippon India Multi Cap Reg

Unacceptable

Low

*

Quant Small Cap Reg

Above Average

Unacceptable

*

IDBI Nifty Index Reg

Very High

Very Low

*

HDFC Equity Reg

Unacceptable

Low

*

LIC MF Multicap Reg

High

Unacceptable

*

Baroda Multi Cap Reg

Very High

Very Low

*

Principal Nifty 100 Equal Weight Reg

Very High

Unacceptable

*

SBI Contra Reg

Very High

Very Low

*

Templeton India Value Reg

Unacceptable

Very Low

*

Nippon India Vision Reg

Unacceptable

Very Low

*

HDFC Hybrid Equity Reg

Unacceptable

Very Low

*

Taurus Largecap Equity Reg

Very High

Unacceptable

*

HDFC Growth Opportunities Reg

Very High

Unacceptable

*

HDFC Focused 30 Reg

Unacceptable

Very Low

*

Taurus Starshare (Multi Cap) Reg

Unacceptable

Unacceptable

*

Baroda Large Cap Reg

Unacceptable

Unacceptable

*

Baroda Midcap Reg

Unacceptable

Unacceptable

*

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