Business Today

Best Mutual Funds: The Rankings

     Print Edition: Apr 1, 2012

Business Today in association with Value Research ranks the best mutual funds and fund managers in India. Here's the list.



The full list









Return (%)
RankSchemeOverall scoreValue Research ratingReturn scoreReturn ratingRisk scoreRisk rating1 Year2 Year3 Year6 Months AAUM (Cr)

Equity: Aggressive Growth 








1Magnum Emerging Businesses69.12*****169.22High100.09Average-10.589.0935.48442.36
2ICICI Prudential Discovery60.97*****143.38High82.41Below Average-23.73-1.3131.661691.12
3Magnum Global53.57*****143.88High90.32Below Average-14.210.6630.54932.64
4IDFC Premier Equity50.29*****131.58High81.29Below Average-18.004.0729.842397.59
5Tata Dividend Yield45.84*****119.00Above Average73.16Low-16.934.8627.49241.39
6Tata Ethical44.14*****122.05Above Average77.90Low-16.64-0.0827.42105.25
7HDFC Mid-Cap Opportunities42.68****124.08Above Average81.40Below Average-18.313.8928.031653.38
8Birla Sun Life Dividend Yield Plus40.70****114.18Above Average73.48Low-18.812.6826.001033.98
9DSPBR Micro Cap Reg39.02****151.07High112.05Above Average-27.162.3631.26452.23
10IDFC Sterling Equity36.98****114.97Above Average77.99Low-22.36-0.7826.391104.90
11Reliance Equity Opportunities31.88****131.68High99.79Average-21.631.1128.753161.67
12DSPBR Small and Mid Cap Reg25.77****128.64Above Average102.87Average-27.21-2.8727.381210.71
13AIG India Equity Reg25.47****99.41Average73.94Low-15.18-2.6822.85150.32
14HDFC Capital Builder23.66****104.37Average80.71Low-23.64-0.9723.68497.98
15UTI Master Value23.19****127.10Above Average103.91Average-25.16-2.4527.41680.04
16HDFC Equity21.15****114.28Above Average93.13Below Average-26.72-2.6924.869305.87
17Franklin India Prima19.22****113.46Above Average94.24Average-22.06-3.6524.42739.49
18HDFC Core & Satellite18.50****111.90Average93.40Average-25.96-2.5324.33366.83
19Principal Emerging Bluechip14.44****118.66Above Average104.22Average-34.73-11.5924.56285.58
20HDFC Premier Multi-Cap14.04***105.80Average91.76Below Average-22.60-2.1223.07428.58
21Sundaram Select Midcap Reg13.37***128.54Above Average115.17Above Average-23.67-3.9925.542065.10
22Templeton India Equity Income12.71***112.07Above Average99.36Average-23.66-2.6624.611009.04
23UTI Mid Cap10.90***111.58Average100.68Average-23.92-4.8724.00297.08
24Fidelity International Opportunities9.10***94.41Average85.31Below Average-17.820.0821.42344.11
25Morgan Stanley A.C.E.8.46***104.77Average96.31Average-26.21-4.6323.07335.75
26Birla Sun Life Small & Midcap8.38***113.50Above Average105.12Above Average-23.32-4.4123.74126.95
27HDFC Growth6.87***92.05Average85.18Below Average-21.240.2920.801248.76
28Taurus Starshare6.06***108.40Average102.33Average-20.53-0.9522.07161.11
29Tata Equity PE2.59***99.64Average97.05Average-23.76-5.6221.95665.11
30Birla Sun Life Mid Cap1.98***109.33Average107.35Above Average-26.45-8.7222.351415.79
31Goldman Sachs Nifty Junior BeES1.61***107.95Average106.34Above Average-31.62-10.2422.21137.46
32DSPBR Equity-0.40***89.51Below Average89.91Below Average-23.89-4.5020.252366.88
33Franklin India Smaller Companies-0.56***102.80Average103.37Average-25.91-6.2621.58383.59
34JP Morgan India Smaller Companies-0.93***100.76Average101.69Average-24.78-2.6021.42150.40
35Birla Sun Life Long Term Advantage-6.32***85.97Below Average92.29Below Average-24.20-4.0019.42210.16
36HDFC Long-term Equity-7.29***83.51Below Average90.80Below Average-22.84-2.9818.83630.66
37Kotak Mid-Cap-7.47***96.82Average104.29Above Average-26.90-3.2720.81284.15
38Fidelity India Special Situations-7.96***94.70Average102.65Average-22.58-2.6519.78731.72
39Magnum Multiplier Plus-8.14**80.95Below Average89.09Below Average-25.75-5.8818.431076.23
40Principal Dividend Yield-11.63**76.17Below Average87.80Below Average-26.84-4.4917.64100.39
41Templeton India Growth-11.92**95.26Average107.18Above Average-29.57-7.3220.70761.00
42Kotak Opportunities-12.42**81.76Below Average94.18Average-22.85-4.3818.09830.11
43Tata Equity Opportunities-12.98**83.04Below Average96.02Average-23.03-8.0718.15305.26
44Reliance Growth-15.85**87.52Below Average103.37Average-27.40-7.7718.865925.67
45Franklin India High Growth Companies-15.95**91.56Below Average107.51Above Average-24.97-7.1919.61614.85
46Reliance Regular Savings Equity-16.13**91.86Average107.99Above Average-29.98-8.4919.332965.39
47Tata Capital Builder-21.30**72.47Below Average93.77Average-24.97-7.6716.51104.19
48Magnum Midcap-24.52**106.32Average130.84High-25.79-7.7420.22230.44
49ICICI Prudential Midcap-25.20**83.29Below Average108.49Above Average-32.60-10.2417.39268.48
50Reliance Long Term Equity-27.03**78.38Below Average105.42Above Average-28.61-5.1617.271158.26
51Sundaram S.M.I.L.E. Reg-35.51**89.66Below Average125.17High-32.72-13.9017.79494.69
52Birla Sun Life Equity-39.64*70.33Low109.96Above Average-29.38-10.2115.12783.00
53Birla Sun Life Special Situations-54.25*61.99Low116.24High-26.50-9.2913.45197.41
54Sundaram Equity Multiplier-54.52*57.80Low112.32Above Average-23.26-7.6012.73216.58
55JM Multi Strategy-100.18*34.30Low134.49High-36.05-17.907.16227.49
56HSBC Midcap Equity-111.50*45.80Low157.29High-43.47-20.288.17114.61
57HSBC Progressive Themes-153.06*-13.43Low139.63High-40.51-20.63-1.04174.69


 










 










Overall scoreValue Research ratingReturn scoreReturn ratingRisk score
Return (%)
RankSchemeRisk rating1 Year2 Year3 Year6 Months AAUM (Cr)













Equity: Long Term Growth









1UTI Opportunities84.08*****159.49High75.40Low-12.112.4427.532017.63
2ICICI Prudential Focused Bluechip Equity Retail72.64*****153.24High80.59Low-16.413.0626.633271.27
3Mirae Asset India Opportunities Regular66.65*****166.44High99.79Average-19.64-0.5327.47187.47
4UTI Dividend Yield59.38*****134.82Above Average75.43Low-17.541.2323.943445.42
5Canara Robeco Equity Diversified58.08*****149.34High91.26Below Average-15.860.7625.13462.44
6Fidelity India Growth55.92*****139.55High83.62Below Average-21.180.1324.19322.67
7Principal Large Cap50.14****139.85High89.71Below Average-25.71-5.1823.63398.38
8Fidelity Equity49.05****132.96Above Average83.91Below Average-20.960.1623.143379.03
9Franklin India Bluechip48.48****130.85Above Average82.37Low-18.250.2622.864143.27
10ICICI Prudential Indo Asia Equity Retail40.08****122.99Above Average82.91Low-15.05-0.1621.73183.71
11UTI Equity39.85****123.23Above Average83.39Below Average-19.09-1.2621.761905.64
12HDFC Top 20036.61****134.09Above Average97.48Average-24.30-2.7022.5610614.58
13ICICI Prudential Dynamic33.18****112.46Above Average79.27Low-20.32-1.7020.244010.62
14Magnum Equity31.33****125.84Above Average94.51Average-19.71-2.5321.32453.96
15DSPBR Opportunities24.70****115.75Above Average91.06Below Average-25.06-3.5320.17665.95
16Franklin India Flexi Cap24.08****126.22Above Average102.14Average-22.25-3.0021.091800.29
17Birla Sun Life Frontline Equity22.35****120.49Above Average98.14Average-22.93-4.3520.332845.33
18Franklin India Prima Plus21.61****116.14Above Average94.53Average-16.42-0.0720.011750.86
19DSPBR Top 100 Equity Inst21.03****105.83Average84.79Below Average-19.52-2.8218.91164.21
20Tata Pure Equity16.96***106.03Average89.07Below Average-21.22-3.2018.41580.30
21DSPBR Top 100 Equity Reg16.83***102.46Average85.63Below Average-19.85-3.2518.362869.25
22UTI Mastershare13.45***102.03Average88.59Below Average-19.72-2.4818.322386.15
23JP Morgan India Equity9.08***108.64Average99.56Average-22.60-1.0918.85333.16
24ICICI Prudential Top 1006.59***99.90Average93.30Average-20.33-3.2317.81294.45
25Tata Equity Management5.45***91.87Average86.41Below Average-21.10-4.5416.51136.12
26Kotak 502.88***91.34Average88.46Below Average-18.46-2.6216.49834.21
27Birla Sun Life Top 1000.45***99.62Average99.17Average-21.60-3.8017.51292.65
28Reliance Quant Plus Retail-1.27***108.79Above Average110.05Above Average-25.16-3.1318.33156.38
29ICICI Prudential Top 200-4.83***103.09Average107.92Average-27.41-5.9817.67481.92
30SBI Bluechip-5.52***101.37Average106.90Average-24.23-7.9216.79722.53
31IDFC Imperial Equity-6.53***85.71Below Average92.24Average-20.57-3.8215.58361.40
32Sundaram India Leadership Reg-7.87***102.66Average110.53Above Average-24.32-4.3417.09131.28
33SBI One India-10.98***96.80Average107.78Average-24.92-7.8116.17498.66
34BNP Paribas Equity-11.15***82.03Below Average93.18Average-17.82-1.4915.01119.78
35UTI Master Plus '91-12.43***88.71Average101.14Average-21.57-4.3515.56834.41
36IDFC Equity-12.77***96.01Average108.78Above Average-23.34-4.6816.51384.56
37HSBC India Opportunities-13.49***78.22Below Average91.72Average-18.66-2.9714.65161.55
38Goldman Sachs Nifty ETS-13.84***100.93Average114.78Above Average-23.87-4.9116.87609.24
39Birla Sun Life International Equity Plan B-15.40***74.64Below Average90.04Below Average-18.41-4.2314.03251.48
40Morgan Stanley Growth-17.36***93.57Average110.93Above Average-29.16-7.5515.811321.97
41Franklin India Opportunities-18.95**86.93Below Average105.88Average-23.32-6.2915.11346.70
42LIC Nomura MF Growth-19.83**95.36Average115.19Above Average-26.89-7.3215.46103.76
43Franklin India Index NSE Nifty-19.97**95.86Average115.83Above Average-24.40-5.5616.07136.71
44Birla Sun Life Advantage-23.89**97.31Average121.20High-28.03-9.2615.53304.53
45HSBC Equity-25.13**68.16Below Average93.29Average-22.68-4.4813.09756.59
46Reliance Top 200 Retail-25.15**87.60Below Average112.75Above Average-26.45-6.3015.04845.57
47UTI Nifty Index-25.56**91.88Average117.44High-24.83-5.9315.43180.66
48Reliance Vision-29.35**87.06Below Average116.41Above Average-28.55-9.2514.472348.43
49Magnum Contra-29.94**86.82Below Average116.76Above Average-28.24-11.3214.442752.27
50Sundaram Growth Reg-32.17**84.60Below Average116.77Above Average-27.17-7.4614.07164.40
51UTI Leadership Equity-32.66**75.29Below Average107.95Above Average-23.98-7.1213.37639.43
52Principal Growth-35.51**66.54Below Average102.06Average-30.91-11.2112.35197.55
53DWS Alpha Equity Regular-37.12**65.60Low102.72Average-26.17-7.1412.51104.86
54IDFC Classic Equity Plan A-39.47*63.36Low102.83Average-26.79-8.4911.84168.07
55Sundaram Select Focus Reg-48.74*74.14Below Average122.88High-23.67-7.3212.45715.69
56Magnum MultiCap-52.19*63.52Low115.71Above Average-30.69-12.7811.21415.35
57UTI Contra-76.69*46.95Low123.64High-32.26-14.038.81157.52
58LIC Nomura MF Top 100-83.93*34.29Low118.22High-29.00-11.267.17228.74
59Reliance Equity-121.24*4.75Low125.99High-30.11-16.282.741149.22


 










Overall scoreValue Research ratingReturn scoreReturn ratingRisk score
Return (%)
RankSchemeRisk rating1 Year2 Year3 Year6 Months AAUM (Cr)

Hybrid: Conservative Growth









1HDFC Balanced67.39*****142.90Above Average75.51Below Average-10.575.9424.85462.08
2HDFC Prudence51.41****150.89High99.49Average-15.833.1125.266228.29
3Tata Balanced32.57****120.08Above Average87.51Below Average-12.020.5320.94317.98
4Birla Sun Life 9519.46****118.87Average99.41Average-13.861.5320.61475.46
5ICICI Prudential Eq & Der Volatility Advantage Reg12.13***84.87Average72.74Low-8.772.5416.30155.90
6ICICI Prudential Balanced9.47***93.71Average84.23Below Average-9.333.6917.46294.67
7Canara Robeco Balance3.60***113.82Average110.22Above Average-9.762.9119.63185.47
8Reliance Regular Savings Balanced-7.30***119.19Above Average126.49High-19.27-0.7120.10708.35
9FT India Balanced-11.32***82.04Below Average93.36Average-12.400.2915.42226.95
10DSPBR Balanced-14.02**91.83Average105.85Average-16.95-1.9916.59709.89
11UTI Balanced-32.01**83.58Below Average115.58Above Average-19.23-3.0615.14913.38
12Magnum Balanced-55.22**70.63Below Average125.85Above Average-22.23-6.4612.87397.64
13LIC Nomura MF ULIS-76.15*27.61Low103.76Average-14.89-3.977.67123.89













BSE Sensex





-24.64-5.9317.01

S&P CNX Nifty





-24.62-5.7116.04












Trailing Returns as on December 31, 2011
AAUM: Average assets under management
Source: BT-Value Research Best Mutual Funds Study

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