Top Rated Funds

Top Rated Funds

Value Research pioneered mutual fund ratings way back in 1993 to enable investors make the right pick. The lowest rating is a 1 star, the highest being 5 stars. The rating acts as the first filter in fund selection since it takes into account return as well as risk undertaken to achieve that return. Value Research Fund Rating is a measure of a fund's return and risk relative to its peers in the category. The rating is purely quantitative. For equity and hybrid funds, the Fund Ratings for the two time periods (3 and 5 years) are combined. For debt funds, the Fund Ratings are based on 18-month weekly risk-adjusted performance. An equity fund with a minimum performance history of three years and a debt fund with a minimum history of 18 months will only be rated. A fund with less than `5 crore of average AUM in the past six months will not be eligible for rating. We also do not rate a category having less than 10 funds. The distribution of the ratings is as following.

Top 10% Next 22.5%

Next 22.5% Bottom 10%

Below are the schemes in various categories that sport 5- and 4-star ratings.

Middle 35%

NR

Not Rated

Equity: Large Cap DSPBR Top 100 Equity Reg Franklin India Bluechip ICICI Prudential Focused Bluechip Equity Inst I ICICI Prudential Focused Bluechip Equity Retail ICICI Prudential Top 100 Inst I Religare AGILE DSPBR Top 100 Equity Inst HDFC Index Sensex Plus ICICI Prudential Indo Asia Equity Inst ICICI Prudential Indo Asia Equity Retail ICICI Prudential Target Returns Retail ICICI Prudential Top 100 ICICI Prudential Top 200 ICICI Prudential Top 200 Inst I JP Morgan India Equity Reliance Quant Plus Retail Reliance Top 200 Retail

Equity: Large Cap

SBI Magnum Equity UTI Mastershare

Equity: Large & Mid Cap Canara Robeco Equity Diversified ICICI Prudential Dynamic Inst I Mirae Asset India Opportunities Regular Quantum Long Term Equity UTI Dividend Yield UTI Opportunities Birla Sun Life Frontline Equity Fidelity Equity Fidelity India Growth Fidelity International Opportunities Franklin India Prima Plus FT India Life Stage FoF 20s HDFC Growth

VALUE RESEARCH Mutual Fund Ratings are recalculated every month. The above ratings are as on September 30, 2012

TOP RATED FUNDS

Equity: Large & Mid Cap HDFC Top 200 ICICI Prudential Dynamic Morgan Stanley A.C.E. Principal Large Cap Reliance NRI Equity Tata Pure Equity UTI Equity

Equity: Multi Cap BNP Paribas Dividend Yield HDFC Equity ING Dividend Yield DSPBR Equity Fidelity India Special Situations HDFC Capital Builder IDFC India GDP Growth Principal Dividend Yield Reliance Regular Savings Equity Tata Contra Templeton India Equity Income

Equity: Mid & Small Cap ICICI Prudential Discovery ICICI Prudential Discovery Inst I IDFC Premier Equity Religare Mid N Small Cap SBI Magnum Emerging Businesses Birla Sun Life Dividend Yield Plus Canara Robeco Emerging Equities DSPBR Micro Cap Reg DSPBR Small and Mid Cap Reg HDFC Mid-Cap Opportunities IDFC Sterling Equity Reliance Equity Opportunities Reliance Equity Opportunities Inst Sundaram Select Midcap Reg Tata Dividend Yield UTI Master Value

Equity: Tax Planning Canara Robeco Equity Tax Saver ICICI Prudential Tax Plan

Equity: Tax Planning Quantum Tax Saving Fidelity Tax Advantage Franklin India Taxshield HDFC LT Advantage IDFC Tax Advantage (ELSS) Reliance Tax Saver Religare Tax Plan Sahara Tax Gain Taurus Tax Shield

Equity: Banking ICICI Prudential Banking and Financial Services Ret Reliance Banking Retail Religare Banking

Equity: Infrastructure Canara Robeco Infrastructure Franklin Build India AIG Infrastructure and Economic Reform Inst AIG Infrastructure and Economic Reform Standard DSPBR T.I.G.E.R. Inst ICICI Prudential Infrastructure Inst I Taurus Infrastructure

Hybrid: Equity-oriented HDFC Balanced HDFC Children's Gift-Inv HDFC Prudence Birla Sun Life 95 Canara Robeco Balance ICICI Prudential Eq & Der Volatility Advantage Reg Reliance Regular Savings Balanced Tata Balanced

Hybrid: Debt-oriented Aggressive HDFC MIP Long-term UTI CRTS 81 FT India Life Stage FoF 30s FT India Life Stage FoF 40s ICICI Prudential Advisor-Aggressive UTI MIS-Advantage Plan

Hybrid: Debt-oriented Conservative Birla Sun Life MIP II Savings 5

VALUE RESEARCH Mutual Fund Ratings are recalculated every month. The above ratings are as on September 30, 2012

TOP RATED FUNDS

Hybrid: Debt-oriented Conservative HDFC Children's Gift-Sav HDFC Multiple Yield Plan 2005 Reliance MIP Birla Sun Life Monthly Income Canara Robeco MIP DSPBR MIP HDFC Multiple Yield ICICI Prudential Blended Plan B Option I ICICI Prudential ChildCare-Study L&T MIP SBI Magnum Children's Benefit Plan UTI Monthly Income Scheme

Hybrid: Arbitrage HDFC Arbitrage Wholesale IDFC Arbitrage Plan B Kotak Equity Arbitrage UTI SPrEAD

Debt: Income Birla Sun Life Medium Term Retail Escorts Income IDFC SSI Medium-term Plan B L&T Select Income-Flexi Debt Inst Reliance Regular Savings Debt Inst SBI Dynamic Bond Taurus Dynamic Income Templeton India Income Builder Baroda Pioneer Income Birla Sun Life Dynamic Bond Ret Birla Sun Life Medium Term Inst Birla Sun Life Short Term BNP Paribas Bond Reg DSPBR Strategic Bond Inst HDFC Medium Term Opportunities ICICI Prudential Banking & PSU Debt ICICI Prudential Long-term ICICI Prudential Long-term Premium ICICI Prudential Medium Term Prem Plus ICICI Prudential Medium Term Regular

Debt: Income ICICI Prudential Regular Savings IDFC SSI Medium-term Plan A L&T Select Income-Flexi Debt Ret Religare Active Income Fund Plan A Templeton India Income Opportunities

Debt: Gilt Medium & Long Term Birla Sun Life GSF Long-term IDFC GSF PF Plan B Kotak Gilt Investment PF & Trust Kotak Gilt Investment Regular Birla Sun Life Gilt Plus PF ICICI Prudential Gilt Investment IDFC GSF Investment Plan A IDFC GSF Investment Plan B IDFC GSF PF Regular JM G-Sec Regular Plan Reliance Gilt Securities Retail PF UTI Gilt Advantage Long-term UTI Gilt Advantage Long-term Provident

Debt: Short Term Canara Robeco Short Term Inst Canara Robeco Short Term Regular Morgan Stanley Short Term Bond Inst Plus Morgan Stanley Short Term Bond Reg ICICI Prudential Corporate Bond ICICI Prudential Corporate Bond B ICICI Prudential Corporate Bond C IDFC SSI Short-term Plan C IDFC SSI Short-term Plan D Templeton India Short-term Income Inst Templeton India Short-term Income Ret UTI Short-term Income Inst

Debt: Ultra Short Term DWS Cash Opportunities Inst JM Money Manager Reg JM Money Manager Super JM Short-term Institutional JM Short-term Reg Peerless Short Term

VALUE RESEARCH Mutual Fund Ratings are recalculated every month. The above ratings are as on September 30, 2012

TOP RATED FUNDS

Debt: Ultra Short Term Peerless Ultra Short Term Super Inst Religare Credit Opportunities Inst Sahara Short Term Bond Tata Fixed Income Portfolio Scheme A3 Plan A Tata Fixed Income Portfolio Scheme A3 Reg Taurus Short Term Income Taurus Ultra Short Term Bond Super Inst Templeton Floating Rate Super Inst Templeton India Low Duration Templeton India Ultra Short Bond Super Inst Axis Treasury Advantage Inst Baroda Pioneer Treasury Advantage Baroda Pioneer Treasury Advantage Reg Birla Sun Life Cash Manager Inst Birla Sun Life Floating Rate LT Institutional Birla Sun Life Floating Rate LT Ret Birla Sun Life Savings Inst Birla Sun Life Ultra Short-term Inst BNP Paribas Money Plus Inst Canara Robeco Floating Rate ST Canara Robeco Treasury Adv Regular DWS Cash Opportunities Reg DWS Ultra Short Term Inst HDFC Floating Rate Income ST Wholesale HDFC Short Term Opportunities ICICI Prudential Flexible Income ICICI Prudential Floating Rate IDBI Ultra Short Term ING Treasury Advantage Inst JM Money Manager Super Plus L&T Ultra Short Term Inst Pramerica Ultra Short Term Bond Principal Debt Opportunities Conservative Reliance Money Manager Inst Religare Ultra Short Term Inst SBI Magnum Floating Rate Savings Plus Bond Sundaram Ultra ST Super Inst Tata Floater Tata Treasury Manager Super HI Taurus Ultra Short Term Bond Inst

Debt: Ultra Short Term Templeton Floating Rate Inst Templeton India Ultra Short Bond Inst UTI Floating Rate ST Inst UTI Treasury Advantage Inst

Debt: Liquid Baroda Pioneer Liquid Birla Sun Life Floating Rate ST Inst BNP Paribas Overnight Institutional DWS Insta Cash Plus Super Inst Escorts Liquid JM High Liquidity Super Inst Peerless Liquid Super Inst Pramerica Liquid Tata Money Market Plan A Taurus Liquid Super Inst Templeton India TMA Super Inst Baroda Pioneer Liquid Reg Birla Sun Life Floating Rate ST Canara Robeco Liquid Regular DSPBR Liquidity Inst HDFC Cash Mgmt Savings HDFC Liquid Premium HDFC Liquid Premium Plus ICICI Prudential Liquid IDBI Liquid IDFC Cash Plan C JM High Liquidity Institutional JM High Liquidity Reg L&T Liquid Super Inst Principal Cash Mgmt Reliance Liquid Treasury Inst Reliance Liquidity Sahara Liquid Variable Pricing SBI Premier Liquid Inst SBI Premier Liquid Super Inst Sundaram Money Super Inst Tata Liquid Plan A Taurus Liquid Inst UTI Liquid Cash Inst UTI Money Market Mutual Fund Inst

VALUE RESEARCH Mutual Fund Ratings are recalculated every month. The above ratings are as on September 30, 2012

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