Morningstar Ratings - Cafemutual
Morningstar Ratings
Overview
The Morningstar Rating(TM) for funds, often called the "star rating," debuted in 1985 and was quickly embraced by investors and advisors. Using a scale of one to five stars, the original rating allowed investors to easily evaluate a fund's past performance within broad asset classes. The Morningstar Rating(TM) is a quantitative assessment of a fund's past performance-both return and riskas measured from one to five stars. It uses focused comparison groups to better measure fund manager skill. As always, the Morningstar Rating(TM) is intended for use as the first step in the fund evaluation process. A high rating alone is not a sufficient basis for investment decisions.
Investor Benefits
Provides focused comparison groups to help investors build multi-fund portfolios
Is sensitive to manager skill and fund quality and less sensitive to recent overall performance of the category
Gives investors the ability to quickly and easily identify funds that are worthy of further research, those with superior risk-adjusted returns
How Does It Work?
The Morningstar Rating for funds methodology rates funds based on an enhanced Morningstar Risk-Adjusted Return measure. Funds are ranked by their Morningstar Risk-Adjusted Return scores and stars are assigned using the following scale.
Funds are rated for up to three periods--the trailing three, five, and ten years.
The overall rating is calculated using the following weights:
Age of fund At least three years, but less than five At least five years, but less than 10
At least ten years
Over all rating
100% three-year rating
60% five-year rating 40% three-year rating
50% five-year rating 30% five-year rating 20% three-year rating
For more details, please visit: ? 2011 Morningstar India P. Ltd. All rights reserved. The information in this document is the property of Morningstar. Reproduction or transcription by any means, in whole or part, without the prior written consent of Morningstar is prohibited.
India - Arbitrage Fund (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
UTI Spread Fund Growth
QQQQQ
Scheme Name Kotak Equity Aribitrage Fund Growth
Morningstar Rating Overall
QQQQ
India - Banking and Financial Services (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Scheme Name Overall
Sahara Banking and Financial Seriesvices Fund Growth
QQQQQ
Reliance Banking Fund Growth
Religare Banking Fund Growth
QQQQ
Morningstar Rating Overall
QQQQ
India - Conservative Allocation (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
Reliance Monthly Income Plan Growth
QQQQQ
Canara Robeco Monthly Income Plan Growth QQQQQ
ICICI Prudential Child Care Study
QQQQQ
HDFC Monthly Income Plan Long Term Plan Growth
Sahara Classic Fund Growth
QQQQQ QQQQ
FT India Life Stage Fund of Funds 50s Plus Floating Rate Plan Growth
HDFC Childrens Gift Saving
QQQQ QQQQ
UTI Monthly Income Scheme Growth
QQQQ
HDFC Multiple Yield Fund Growth
QQQQ
HDFC Multiple Yield Fund Plan 2005 Growth
QQQQ
Scheme Name
HSBC Monthly Income Plan Savings Plan Growth UTI MIS Advantage Fund Growth
Morningstar Rating Overall
QQQQ
QQQQ
UTI Mahila Unit Scheme
QQQQ
L&T Monthly Income Plan Growth
QQQQ
DSP BlackRock Saving Manager Aggressive Fund Growth
QQQQ
Principal PNB Monthly Income Plan Plus Growth QQQQ
LIC Nomura MF Floating Rate Fund Monthly Income Plan A Growth
Birla Sun Life Monthly Income Plan Savings 5 Growth
Birla Sun Life Monthly Income Growth
QQQQ QQQQ QQQQ
Birla Sun Life Asset Allocation Fund Conservative Plan Growth
QQQQ
India - ELSS (Tax Savings) (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
Fidelity Tax Advantage Fund Growth
QQQQQ
Religare Tax Plan Growth
QQQQQ
HDFC TaxSaver Growth
QQQQQ
HDFC Long Term Advantage Fund Growth
QQQQ
SBI Magnum Taxgain Scheme 93 Growth
QQQQ
Scheme Name Franklin India Taxshield Fund Growth Sundaram Tax Saver Fund Growth Reliance Tax Saver Fund Growth Sahara Taxgain Growth ICICI Prudential Tax Plan Growth
Morningstar Rating Overall QQQQ QQQQ QQQQ QQQQ QQQQ
India - Floating Rate Ultrashort Bond (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Scheme Name Overall
Morningstar Rating Overall
? 2011 Morningstar India P. Ltd. All rights reserved. The information in this document is the property of Morningstar. Reproduction or transcription by any means, in whole or part, without the prior written consent of Morningstar is prohibited.
Canara Robeco Floating Rate Fund Short Term Growth
Kotak Floater Fund Long Term Growth
QQQQQ QQQQQ
Birla Sun Life Floating Rate Fund Long Term Plan Growth
QQQQQ
SBI Magnum Income Fund Floating Rate Plan Short Term Growth
QQQQQ
Templeton Floating Rate Income Fund Growth QQQQQ
Tata Floater Fund Growth
QQQQ
Tata Money Market Growth
QQQQ
DSP BlackRock Floating Rate Fund Regular Growth
HSBC Floating Rate Fund Long Term Plan Regular Growth
QQQQ QQQQ
HDFC Floating Rate Income Short Term Fund Growth
LIC Nomura MF Floating Rate Fund Short Term Growth
Kotak Floater Fund Short Term Growth
QQQQ QQQQ QQQQ
ICICI Prudential Long Term Floating Rate Fund B
Growth
QQQQ
Reliance Floating Rate Fund Short Term Plan Growth
QQQQ
ICICI Prudential Floating Rate C Growth
QQQQ
ICICI Prudential Floating Rate D Growth
QQQQ
SBI Magnum Insta Cash Fund Liquid Floater Plan Growth
QQQQ
Birla Sun Life Floating Rate Fund Short Term Plan Growth
QQQQ
India - Global Large Cap (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
AIG World Gold Fund Growth
QQQQQ
Tata Growing Economies Infrastructure Fund Plan A Growth
ING Optimix Global Commodities Fund Growth
QQQQ QQQQ
Scheme Name
Morningstar Rating Overall
Principal PNB Global Opportunities Fund Growth QQQQ
Franklin Asian Equity Fund Growth
QQQQ
India - Intermediate Bond (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
Escorts Income Plan Growth
QQQQQ
Kotak Bond Fund Growth
QQQQQ
Canara Robeco Income Growth
QQQQQ
ICICI Prudential Income Opportunities Retail Growth
BNP Paribas Flexi Debt Fund Growth
QQQQQ QQQQQ
Birla Sun Life Income Plus Fund Growth
QQQQ
Reliance Income Fund Retail Growth Plan Growth
Birla Sun Life Income Fund Growth
QQQQ QQQQ
Scheme Name
DWS Premier Bond Fund Regular Growth
Kotak Bond Deposit Growth
IDFC Dynamic Bond Fund A Growth
IDFC Super Saver Income Fund Investment A Growth ING Income Fund Regular Growth
HSBC Flex Debt Retail Growth
HSBC Income Fund Investment Plan Regular Growth
Morningstar Rating Overall QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ
India - Intermediate Government (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Scheme Name Overall
Birla Sun Life Govt Securities Fund Long Term Growth
QQQQQ
ING Gilt Provident Fund Dynamic Growth
ICICI Prudential Gilt Treasury Option PF Plan Growth
QQQQQ
ING Gilt Provident Fund Dynamic Growth AIP
Morningstar Rating Overall
QQQQ
QQQQ
? 2011 Morningstar India P. Ltd. All rights reserved. The information in this document is the property of Morningstar. Reproduction or transcription by any means, in whole or part, without the prior written consent of Morningstar is prohibited.
JM Government Securities Fund Regular Growth QQQQ
ICICI Prudential Gilt Treasury Option Growth
QQQQ
Sahara Gilt Fund Growth
QQQQ
Templeton India Government Securities Fund Composite Plan Growth
QQQQ
IDFC Government Securities Fund PF Plan A Growth
QQQQ
Templeton India Government Securities Fund PF Plan Growth
QQQQ
Escorts Gilt Plan Growth
QQQQ
DSP BlackRock Government Securities Growth QQQQ
India - Large Cap (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
DSP BlackRock Top 100 Equity Fund Growth
QQQQQ
Fidelity Equity Fund Growth
QQQQQ
UTI Dividend Yield Fund Growth
QQQQQ
UTI Equity Fund Growth
QQQQQ
Mirae Asset India Opportunities Fund Regular Growth
OptiMix 5 Star Multi Manager FOF Scheme Growth
Fidelity India Growth Fund Growth
QQQQQ QQQQQ QQQQQ
HDFC Top 200 Fund Growth
QQQQQ
HDFC Equity Fund Growth
QQQQQ
UTI Opportunities Fund Growth
QQQQQ
DSP BlackRock Equity Fund Growth
QQQQQ
UTI India Lifestyle Fund Growth
QQQQQ
ICICI Prudential Focused Bluechip Equity Retail Growth
Quantum Long-Term Equity Fund Growth
QQQQQ QQQQQ
Canara Robeco Equity Diversified Growth
QQQQQ
ICICI Prudential Dynamic Growth
QQQQQ
Baroda Pioneer Growth Fund Growth
QQQQ
Birla Sun Life Top 100 Fund Growth
QQQQ
Birla Sun Life Equity Fund Growth
QQQQ
Birla Sun Life Frontline Equity Fund Growth
QQQQ
Kotak 50 Growth
QQQQ
Kotak Contra Fund Growth
QQQQ
ICICI Prudential Advisor Very Aggressive Plan Growth
QQQQ
Scheme Name ICICI Prudential Top 100 Growth Reliance Vision Fund Growth Sahara Growth Fund Growth SBI Magnum Sector Umbrella Contra Growth IDFC Imperial Equity Fund Growth Religare Growth Fund Growth SBI Magnum Equity Fund Growth HSBC Equity Fund Growth HDFC Index Sensex Plus AIG India Equity Regular Growth UTI Mastershare Unit Growth HDFC Capital Builder Fund Growth HDFC Growth Fund Growth Religare Equity Fund Growth Religare Contra Fund Growth Morgan Stanley A.C.E Fund Growth Templeton India Equity Income Fund Growth Templeton India Growth Fund Growth Tata Pure Equity Fund Growth Tata Contra Fund Growth Franklin India Prima Plus Fund Growth Franklin India Bluechip Fund Growth Franklin India Flexi Cap Fund Growth
Morningstar Rating Overall QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ
? 2011 Morningstar India P. Ltd. All rights reserved. The information in this document is the property of Morningstar. Reproduction or transcription by any means, in whole or part, without the prior written consent of Morningstar is prohibited.
Reliance NRI Equity Fund Growth Reliance Quant Plus Fund Retail Growth
QQQQ QQQQ
DWS Alpha Equity Fund Growth DSP BlackRock Opportunities Fund Growth
QQQQ QQQQ
India - Liquid (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
Escorts Liquid Plan Growth
QQQQQ
HDFC Cash Management Fund Savings Plan Growth
HDFC Liquid Fund Growth
QQQQQ QQQQQ
Reliance Liquidity Fund Growth
QQQQQ
Sahara Liquid Fund Variable Pricing Option Growth
JPMorgan India Liquid Retail Growth
QQQQQ QQQQQ
LIC Nomura MF Liquid Growth
QQQQQ
Sahara Liquid Fund Fixed Pricing Option Growth QQQQQ
JM High Liquidity Fund Growth
QQQQ
Kotak Liquid Fund Growth
QQQQ
Canara Robeco Liquid Growth
QQQQ
Birla Sun Life Cash Manager Fund Growth
QQQQ
Baroda Pioneer Liquid Fund Growth
QQQQ
Bharti AXA Liquid Fund Retail Growth
QQQQ
ICICI Pru Liquid Growth
QQQQ
Edelweiss Liquid Fund Retail Growth
QQQQ
Reliance Liquid Fund Treasury Plan Retail Growth
Quantum Liquid Fund Growth
QQQQ QQQQ
Scheme Name ICICI Prudential Sweep Cash Option Growth
Morningstar Rating Overall
QQQQ
SBI Magnum Insta Cash Cash
QQQQ
Birla Sun Life Cash Plus Fund Retail Growth
QQQQ
Sundaram Money Fund Growth
QQQQ
BNP Paribas Overnight Fund Growth
QQQQ
UTI Money Market Fund Growth
QQQQ
ING Liquid Fund Growth
QQQQ
IDFC Cash Fund A Growth
QQQQ
Religare Liquid Fund Retail Growth
QQQQ
Fidelity Cash Fund Retail Growth
QQQQ
AIG India Liquid Retail Growth
QQQQ
L&T Liquid Fund Regular Growth
QQQQ
DWS Insta Cash Plus Fund Growth
QQQQ
UTI Liquid Fund Cash Plan Growth
QQQQ
DSP BlackRock Liquidity Fund Regular Growth QQQQ
Templeton India Treasury Management Account
Growth
QQQQ
Tata Liquid Fund Regular Investment Plan Growth
QQQQ
India - Long Government (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
ICICI Prudential Gilt Investment Option Growth QQQQQ
ICICI Prudential Gilt Investment Option PF Plan Growth
Baroda Pioneer Gilt Fund Growth
QQQQQ QQQQ
Kotak Gilt Investment Fund Growth
QQQQ
Scheme Name
Kotak Gilt Investment Fund PF Plan & Trust Growth
Templeton Government Securities Fund Long Term Plan Growth
UTI Gilt Advantage Long Term PF Prescribed Date Auto
Morningstar Rating Overall QQQQ
QQQQ
QQQQ
? 2011 Morningstar India P. Ltd. All rights reserved. The information in this document is the property of Morningstar. Reproduction or transcription by any means, in whole or part, without the prior written consent of Morningstar is prohibited.
India - Moderate Allocation (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
FT India Dynamic PE Ratio Fund Of Funds Growth
QQQQQ
HDFC Balanced Fund Growth
QQQQQ
FT India Life Stage Fund of Funds 40s Plan Growth
HDFC Prudence Fund Growth
QQQQQ QQQQQ
Birla Sun Life 95 Growth
QQQQQ
Birla Sun Life Asset Allocation Fund Moderate Plan Growth
Birla Sun Life Asset Allocation Fund Aggressive Plan Growth
ICICI Prudential Advisor Moderate Growth
QQQQQ QQQQ QQQQ
Scheme Name Canara Robeco Balanced Growth
Morningstar Rating Overall
QQQQ
Reliance Regular Savings Fund Balanced Growth QQQQ
HDFC Childrens Gift Investment
QQQQ
FT India Life Stage Fund of Funds 30s Plan Growth
FT India Balanced Fund Growth
QQQQ QQQQ
FT India Life Stage Fund of Funds 20s Plan Growth
DSP BlackRock Balanced Fund Growth
QQQQ QQQQ
Tata Balanced Fund Growth
QQQQ
India - Short Government (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
Tata Gilt Securities Short Maturity Fund Growth QQQQQ
SBI Magnum Gilt Short Term Plan Growth
QQQQQ
Birla Sun Life Gilt Plus Fund Liquid Plan Growth QQQQ
Kotak Gilt Savings Plan Growth
QQQQ
Scheme Name
UTI Government Securities Fund Short Term Plan Growth DSP BlackRock Treasury Bill Growth
Templeton India Government Securities Fund Treasury Plan Growth
Morningstar Rating Overall QQQQ
QQQQ
QQQQ
India - Short-term Bond (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
HDFC Short Term Plan Growth
QQQQQ
Templeton India Short Term Income Plan Growth
JM Short Term Plan Growth
QQQQQ QQQQQ
Kotak Bond Fund Short Term Growth
QQQQ
LIC Nomura MF Bond Fund Growth
QQQQ
Birla Sun Life Dynamic Bond Fund Retail Growth QQQQ
Sahara Income Fund Growth
QQQQ
Scheme Name ICICI Prudential Short Term Growth
Morningstar Rating Overall
QQQQ
Reliance Short Term Fund Growth
QQQQ
UTI Short Term Income Growth
QQQQ
DWS Short Maturity Fund Growth
QQQQ
IDFC Super Saver Income Fund Medium Term A Growth
QQQQ
ING Short Term Income Fund Growth
QQQQ
HDFC High Interest Fund Short Term Plan Growth
QQQQ
India - Small/Mid Cap (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
ING Dividend Yield Fund Growth
QQQQQ
Scheme Name
Sahara Wealth Plus Fund Variable Pricing Growth
Morningstar Rating Overall
QQQQ
? 2011 Morningstar India P. Ltd. All rights reserved. The information in this document is the property of Morningstar. Reproduction or transcription by any means, in whole or part, without the prior written consent of Morningstar is prohibited.
IDFC Small & Midcap Equity Fund Growth IDFC Premier Equity Fund Plan A Growth Birla Sun Life Dividend Yield Plus Fund Growth Birla Sun Life India GenNext Fund Growth Birla Sun Life MNC Fund Growth Birla Sun Life Buy India Fund Growth ICICI Prudential Discovery Growth Birla Sun Life Mid Cap Fund Growth BNP Paribas Dividend Yield Fund Growth SBI Magnum Global Fund Growth Sahara Midcap Fund Growth Sahara Wealth Plus Fund Fixed Pricing Growth
QQQQQ QQQQQ QQQQQ QQQQQ QQQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ
Reliance Growth Fund Growth
QQQQ
Reliance Equity Opportunities Fund Growth
QQQQ
Tata Dividend Yield Fund Growth
QQQQ
Tata Equity P/E Fund Growth
QQQQ
Birla Sun Life Pure Value Fund Growth
QQQQ
Religare Mid N Small Cap Fund Growth
QQQQ
Religare Mid Cap Fund Growth
QQQQ
DSP BlackRock Small and Midcap Fund Growth QQQQ
Franklin India Prima Fund Growth
QQQQ
UTI Master Value Fund Growth
QQQQ
UTI MNC Fund Growth
QQQQ
HDFC Mid Cap Opportunities Fund Growth
QQQQ
India - Ultrashort Bond (Data as of Sep 30, 2011)
Scheme Name
Morningstar Rating Overall
SBI Short Horizon Debt Fund Short Term Retail Growth
QQQQQ
JM Money Manager Fund Super Plan Growth QQQQQ
BNP Paribas Money Plus Fund Growth
QQQQQ
Reliance Medium Term Fund Retail Growth
QQQQ
Edelweiss Ultra Short Term Bond Fund Retail Growth
Bharti AXA Treasury Advantage Retail Growth
QQQQ QQQQ
JPMorgan India Treasury Retail Growth
QQQQ
LIC Nomura MF Saving Plan Growth
QQQQ
IDFC Ultra Short Term Fund Growth
QQQQ
IDFC Liquid Growth
QQQQ
Birla Sun Life Saving Fund Fund Retail Growth QQQQ
Canara Robeco Treasury Advantage Retail Growth
BNP Paribas Short Term Income Fund Growth
QQQQ QQQQ
Birla Sun Life Ultra Short Term Fund Growth
QQQQ
Kotak Flexi Debt Fund Growth
QQQQ
Scheme Name
Templeton India Ultra Short Bond Fund Retail Growth AIG India Treasury Retail Growth
Morningstar Rating Overall
QQQQ
QQQQ
Fidelity Ultra Short Term Debt Fund Retail Growth
Religare Ultra Short Term Retail Growth
QQQQ QQQQ
Reliance Money Manager Fund Retail Growth QQQQ
DWS Cash Opportunities Fund 15 Days Growth QQQQ
DSP BlackRock Money Manager Fund Growth QQQQ
ING Treasury Advantage Fund Growth
QQQQ
JM Money Manager Fund Super Plus Plan Growth
LIC Nomura MF Income Plus Fund Growth
QQQQ QQQQ
HDFC Cash Management Fund Treasury Advantage Plan Retail Growth
UTI Treasury Advantage Growth
QQQQ QQQQ
HSBC Income Fund Short Term Plan Regular Growth
QQQQ
IDFC Money Manager Fund Treasury Plan Plan B Growth
QQQQ
SBI Short Horizon Debt Fund Ultra Short Term
Retail Growth
QQQQ
? 2011 Morningstar India P. Ltd. All rights reserved. The information in this document is the property of Morningstar. Reproduction or transcription by any means, in whole or part, without the prior written consent of Morningstar is prohibited.
L&T Freedom Income Short Term Fund Regular Growth
JM Money Manager Fund Growth
QQQQ QQQQ
PRINCIPAL Ultra Short Bond Fund Regular Plan Growth
DWS Ultra Short Term Fund Growth
QQQQ QQQQ
? 2011 Morningstar India P. Ltd. All rights reserved. The information in this document is the property of Morningstar. Reproduction or transcription by any means, in whole or part, without the prior written consent of Morningstar is prohibited.
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