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Sunday, July 31, 2011

Mutual Fund Ranking For April-June Quarter-- Crisil


arge Cap-oriented Equity funds
Jun-11 RankChangeMar-11 RankSuperior
Return
Score
Industry
Concentration
Company
Concentration
Liquidity
Weightages75%10%5%10%
Fidelity Equity Fund111214
Fidelity India Growth Fund111425
HDFC Top 200 Fund111423
ICICI Prudential Focused Bluechip Equity Fund111551
Birla Sun Life Frontline Equity Fund222213
Birla Sun Life Top 100 Fund232213
Franklin India Bluechip Fund222123
HDFC Index Fund - Sensex Plus Plan232343
Principal Large Cap Fund222314
Reliance Quant Plus Fund2N.A2351
UTI Mastershare Unit Scheme232333
UTI Opportunities Fund222325
DSP BlackRock Top 100 Equity Fund333342
HSBC Dynamic Fund343542
HSBC India Opportunities Fund333434
ICICI Prudential Target Returns Fund3N.A3342
ICICI Prudential Top 100 Fund333341
ICICI Prudential Top 200 Fund323234
IDFC Equity Fund3N.A3555
IDFC Imperial Equity Fund - Plan A343343
Kotak 50333533
Reliance Equity Advantage Fund333345
SBI Magnum Equity Fund323234
Sundaram India Leadership Fund323124
UTI Master Plus Unit Scheme333233
BNP Paribas Equity Fund454434
DWS Alpha Equity Fund444353
HSBC Equity Fund444443
LIC NOMURA MF Equity Fund434432
LIC NOMURA MF Growth Fund434222
SBI Blue Chip Fund454123
Sundaram Select Focus444222
UTI Top 100 Fund434333
BARODA PIONEER Growth Fund545432
LIC NOMURA MF Top 100 Fund555431
UTI Contra Fund555134
UTI Leadership Equity Fund545332
Small and Mid-cap Equity funds
Jun-11 RankChangeMar-11 RankSuperior
Return
Score
Industry
Concentration
Company
Concentration
Liquidity
Weightages75%10%5%10%
Birla Sun Life MNC Fund121554
HDFC Mid-Cap Opportunities Fund111423
Religare Mid Cap Fund1N.A1323
UTI Master Value Fund111313
Thematic - Infrastructure funds
Jun-11 RankChangeMar-11 RankSuperior
Return
Score
Industry
Concentration
Company
Concentration
Liquidity
Weightages75%10%5%10%
Birla Sun Life Basic Industries Fund111213
DSP BlackRock Natural Resources and New Energy Fund121532
AIG Infrastructure and Economic Reform Fund222132
Canara Robeco Infrastructure222343
HDFC Infrastructure Fund212453
Religare Infrastructure Fund232244
Birla Sun Life Infrastructure Fund323323
DSP BlackRock India T.I.G.E.R. Fund333313
ICICI Prudential Infrastructure Fund333432
LIC NOMURA MF Infrastructure Fund333351
Sundaram Select Thematic Funds Energy Opportunities343542
Tata Infrastructure Fund333423
HSBC Progressive Themes Fund444234
Reliance Diversified Power Sector Fund444434
SBI Infrastructure Fund - Series I444134
Sundaram CAPEX Opportunities Fund434325
JM Basic Fund555245
UTI Infrastructure Fund555321

Consistent Performers - Equity funds
Jun-11 RankChangeMar-11 RankSuperior Return
Score
CRISIL Rank Performance
Weightages50%50%
Birla Sun Life Dividend Yield Plus1N.A12
DSP BlackRock Equity Fund1121
HDFC Equity Fund1111
HDFC Top 200 Fund1111
ICICI Prudential Discovery Fund1N.A12
UTI Master Value Fund1112
Birla Sun Life Frontline Equity Fund2221
Canara Robeco Equity Diversified2N.A22
DSP BlackRock Top 100 Equity Fund2221
Franklin India Bluechip Fund2222
HDFC Capital Builder Fund2223
HDFC Core and Satellite Fund2N.A23
HDFC Growth Fund2222
Reliance Growth Fund2231
Sundaram Select Midcap2N.A23
Templeton India Growth Fund2222
Equity Linked Savings Scheme (ELSS)
Jun-11 RankChangeMar-11 RankSuperior
Return
Score
Industry
Concentration
Company
Concentration
Liquidity
Weightages80%10%5%5%
Fidelity Tax Advantage Fund111324
HDFC Tax Saver Fund111124
ICICI Prudential Tax Plan111235
Canara Robeco Equity Tax Saver222113
DSP BlackRock Tax Saver Fund223313
Franklin Taxshield Fund222143
HDFC Long Term Advantage Fund222353
ING Tax Savings Fund222542
Religare Tax Plan232324