FLEXI CAP SECTOR - INFRASTRUCTURE LARGE CAP INDEX FUND SMALL MID CAP HYBRID ALLOCATION ELSS TAX SAVINGS LIQUID MODERATE ALLOCATION ULTRASHOT BOND
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1 INDEX FLEXI CAP LARGE CAP SMALL MID CAP ELSS TAX SAVINGS MODERATE ALLOCATION ARBITRAGE FUND GLOBAL OTHER SECTOR ENERGY SECTOR FINANCIAL SERVICE SECTOR HEALTH CARE SECTOR FMCG SECTOR TECHNOLOGY EQUITY - OTHER SECTOR - INFRASTRUCTURE INDEX FUND HYBRID ALLOCATION LIQUID ULTRASHOT BOND SHORT TERM BOND INTERMEDIATE BOND CONSERVATIVE ALLOCATION SHORT TERM GOVT. BOND INTERMEDIATE GOVT. BOND LONG TERM GOVT. BOND CORPORATE CREDIT DYNAMIC BOND st Report as on 1 March, 2018.
2 Flexicap Currency: Indian Rupee Principal Dividend Yield Gr Q3 10/15/ /31/ Tata Equity Opportunity Reg Gr Q3 2/25/ /31/ Templeton India Equity Inc Gr Q3 5/18/ /31/ Tata Ethical Reg Gr Q3 5/24/ /31/ Franklin India Opportunities Gr Q3 2/21/ /31/ Tata Dividend Yield Reg Gr Q3 11/22/ /31/ Templeton India Growth Gr Q4 9/10/ /31/ SBI Contra Reg Gr Q4 5/6/ /31/ UTI Dividend Yield Gr Q4 5/3/ /31/ Reliance Equity Opportunities Gr Q4 3/28/ /31/ HDFC Core & Satellite Gr Q4 9/17/ /31/ Aditya BSL Div Yield Plus Gr Q4 2/26/ /31/ HDFC Premier Multi - Cap Gr Q4 4/6/ /31/
3 Reliance Focused Large Cap Gr Q3 3/28/ /31/ SBI Magnum Equity Reg Gr Q3 11/27/ /31/ HDFC Top 200 Gr Q3 10/11/ /31/ UTI India Lifestyle Gr Q3 7/30/ /31/ Sundaram Sel Focus Gr Q3 7/30/ /31/ ICICI Pru Select Large Cap Gr Q3 5/28/ /31/ HDFC Index Sensex Plus Q3 7/17/ /31/ UTI Opportunities Gr Q4 7/20/ /31/ Reliance Quant Plus Gr Q4 4/18/ /31/ DSP BlackRock Top 100 Equity Reg Gr Q4 3/10/ /31/ HDFC Large Cap Gr Q4 2/18/ /31/ Reliance Vision Gr Q4 10/8/ /31/
4 Reliance Small Cap Gr Q1 9/16/ /31/ Franklin India Smaller Companies Gr Q1 1/13/ /31/ L&T Midcap Gr Q1 8/9/ /31/ Aditya BSL Small & Midcap Gr Q1 5/31/ /31/ HDFC Mid-Cap Opportunities Gr Q1 6/25/ /31/ Kotak Emerging Equity Reg Gr Q2 3/30/ /31/ Sundaram Sel Mid Cap Gr Q2 7/30/ /31/ Franklin India Prima Gr Q2 12/1/ /31/ SBI Magnum Global Reg Gr Q2 6/27/ /31/ SBI Magnum Midcap Reg Gr Q2 3/29/ /31/ Aditya BSL Mid Cap Gr Q2 10/3/ /31/ Kotak Midcap Reg Gr Q2 2/24/ /31/ SBI Emerging Businesses Reg Gr Q3 10/11/ /31/ DSP BlackRock Small and Midcap Reg Gr Q3 11/14/ /31/ Motilal Oswal MOSt Foc Midcap 30 Reg Gr Q3 2/24/ /31/ UTI Mid Cap Gr Q3 4/7/ /31/ Reliance Mid & Small Cap Gr Q3 12/26/ /31/ Tata Mid Cap Growth Reg Gr Q4 7/1/ /31/ ICICI Pru Midcap Gr Q4 10/28/ /31/ Sundaram SMILE Gr Q4 2/15/ /31/
5 Tata India Tax Savings Reg Gr Q1 10/13/ /31/ Aditya BSL Tax Relief 96 Gr Q1 3/6/ /31/ Aditya BSL Tax Gr Q1 10/1/ /31/ Franklin India Taxshield Gr Q2 4/10/ /31/ Principal Tax Savings Reg Gr Q2 3/31/ /31/ Sundaram Diversi ed Equity Gr Q2 11/22/ /31/ Reliance Tax Saver Gr Q2 9/21/ /31/ HDFC L/T Advantage Gr Q2 1/2/ /31/ Kotak Taxsaver Reg Gr Q3 11/23/ /31/ ICICI Pru Long Term Eq (Tax Sav) Gr Q3 8/19/ /31/ SBI Magnum Tax Gain Reg Gr Q3 5/7/ /31/ UTI Long Term Equity Gr Q4 12/15/ /31/ HDFC TaxSaver Gr Q4 3/31/ /31/
6 HDFC Balanced Gr Q1 9/11/ /31/ HDFC Childrens Gift (Lock-in) Q1 3/2/ /31/ ICICI Pru Balanced Advantage Gr Q1 12/30/ /31/ ICICI Pru Balanced Gr Q1 11/3/ /31/ Aditya BSL Balanced '95 Gr Q2 2/10/ /31/ Franklin India Balanced Gr Q2 12/10/ /31/ UTI Balanced Gr Q2 1/2/ /31/ SBI Magnum Balanced Reg Gr Q2 1/19/ /31/ Tata Balanced Reg Gr Q2 10/8/ /31/ UTI Wealth Builder Gr Q2 10/21/ /31/ Kotak Balance Reg Gr Q3 11/3/ /31/ DSP BlackRock Balanced Reg Gr Q3 5/27/ /31/ Reliance Regular Savings Bal Gr Q3 6/8/ /31/ Sundaram Balanced Gr Q3 6/23/ /31/ HDFC Prudence Gr Q4 2/1/ /31/ DHFL Pramerica Bal Adv Gr Opt Q4 1/29/ /31/ ICICI Pru Child Care Gift Plan Q4 8/31/ /31/
7 UTI Spread Gr Q2 6/22/ /31/
8 Franklin Ind Feeder-Frank US Opp Gr Q1 2/6/ /31/ Franklin Asian Equity Gr Q1 1/16/ /31/ DSP BlackRock Global Alloc Reg Gr Q1 8/21/ /31/ Aditya BSL Intl Equity A Gr Q1 10/31/ /31/ HSBC Asia Paci c(ex Jap)Div Yld Reg Gr Q2 2/24/ /27/ Reliance Japan Equity Reg Gr Q2 8/26/ /31/ Franklin Ind Feeder Frank Eur Gr Gr Q2 5/16/ /31/ Sundaram Global Advantage Gr Q3 8/24/ /31/ DSP Blackrock World Agri Reg Gr Q3 10/19/ /31/ DSP BlackRock World Energy Reg Gr Q4 8/14/ /31/ DHFL Pramerica Global Agri Off Reg Gr Q4 5/14/ /31/ DSP BlackRock World Mining Gr Q4 12/29/ /31/ DSP BlackRock World Gold Gr Q4 9/14/ /31/
9 Reliance Diversi ed Power Sect Gr Q3 5/8/ /31/
10 ICICI Pru Banking & Fin Svcs Gr Q1 8/22/ /31/ Reliance Banking Gr Q2 5/26/ /31/ UTI Banking Sector Gr Q3 4/7/ /31/ Sundaram Fin Services Opp Reg Gr Q3 6/10/ /31/
11 Reliance Pharma Gr Q1 6/5/ /31/ SBI Pharma Reg Gr Q2 12/31/ /31/ UTI Pharma & Healthcare Gr Q4 6/28/ /31/
12 SBI FMCG Reg Gr Q1 1/2/ /31/ ICICI Pru FMCG Gr Q3 3/31/ /31/
13 Franklin India Technology Gr Q1 8/22/ /31/ ICICI Pru Technology Gr Q2 3/3/ /31/ Aditya BSL New Millennium Gr Q3 1/15/ /31/ SBI IT Reg Gr Q4 1/9/ /31/
14 UTI Transportation & Logistics Gr Q1 4/11/ /31/ DSP BlackRock Nat Res & New Engy Reg Gr Q1 4/25/ /31/ ICICI Pru Exports and Other Srvs Gr Q2 11/30/ /31/ Aditya BSL Intl Equity B Gr Q3 10/31/ /31/ SBI Magnum Comma Reg Gr Q4 8/8/ /31/ Reliance Media & Entertainment Gr Q4 9/30/ /31/
15 L&T Infrastructure Gr Q1 9/27/ /31/ Aditya BSL Infrastructure Plan A Gr Q2 3/17/ /31/ DSP BlackRock India T.I.G.E.R. Reg Gr Q2 6/11/ /31/ Tata Infrastructure Reg Gr Q2 12/31/ /31/ Sundaram Infrastructure Adv Reg Gr Q3 9/29/ /31/ SBI Infrastructure Reg Gr Q3 7/6/ /31/ ICICI Pru Infrastructure Gr Q3 8/31/ /31/ UTI Infrastructure Gr Q4 4/7/ /31/ HDFC Infrastructure Gr Q4 3/10/ /31/
16 UTI Nifty Gr Q1 3/6/ /31/ HDFC Index Sensex Q1 7/17/ /31/ HDFC Index Nifty Q1 7/17/ /31/ Principal Index Nifty Gr Q2 7/27/ /31/ SBI Nifty Index Reg Gr Q2 1/17/ /31/ ICICI Pru Nifty Next 50 Index Gr Q2 6/25/ /31/ Aditya BSL Index Gr Q3 9/18/ /31/ Franklin India Index NSE Nifty Gr Q3 8/4/ /31/
17 Hybrid Allocation Currency: Indian Rupee HSBC Managed Solu Ind Mod Gr Q1 4/30/ /27/ Kotak Equity Savings Reg Reg Gr Q1 10/13/ /31/ IDFC Asset Alloc FOF Moderate Reg Gr Q1 2/11/ /31/ Kotak Asset Allocator Fund Reg Gr Q2 8/9/ /31/ ICICI Pru Advisor Cautious Gr Q2 12/18/ /31/ UTI Retirement Bene t Plan (RBUP) Q2 12/26/ /31/ IDFC Asset Alloc FOF Aggressive Reg Gr Q3 2/11/ /31/ Franklin India LS FOF 30s Gr Q3 12/1/ /31/ ICICI Pru Advisor Moderate Gr Q3 12/18/ /31/ DSP BlackRock Dyn Asset Alloc Reg Gr Q3 2/6/ /31/ Franklin India Dyn PE Ratio FoF Gr Q3 10/31/ /31/ ICICI Pru Advisor L/T Savings Gr Q4 12/18/ /31/
18 Principal Money Mgr Gr Q1 Dec /31/ UTI Liquid Cash Plan Instl Gr Q1 Dec /31/ SBI Magnum Insta Cash Reg Cash Q2 May /31/ L&T Liquid Gr Q2 Oct /31/ Franklin India TMA Super Instl Gr Q2 Sep /31/ DSP BlackRock Liquidity Instl Gr Q2 Nov /31/ Principal Cash Mgmt Gr Q2 Aug /31/ Aditya BSL Cash Plus Reg Gr Q2 Mar /31/ Aditya BSL FRF S/T Reg Gr Q2 Oct /31/ SBI Premier Liquid Reg Gr Q2 Mar /31/ UTI Money Market Instl Gr Q3 Jul /31/ Reliance Liquid Trs Plan Gr Q3 Dec /31/ ICICI Pru Liquid Gr Q3 Nov /31/ Sundaram Money Reg Gr Q3 Dec /31/ Reliance Liquidity Gr Q3 Jun /31/ Kotak Liquid A Reg Gr Q4 Nov /31/ Tata Liquid Reg Gr Q4 May /31/ IDFC Cash Reg Gr Q4 Jun /31/ Kotak Floater S/T Reg Gr Q4 Jul /31/ HDFC Liquid Gr Q4 Oct /31/ HDFC Cash Mgmt Savings Gr Q4 Nov /31/ Reliance Liquid Cash Plan Gr Q4 Dec /31/
19 Franklin India US/T Bd Sup Instl Gr Q1 Dec /31/ Franklin India Low Duration Gr Q1 Jul /31/ Tata Ultra Short Term Reg Gr Q1 Sep /31/ Aditya BSL Savings Gr Q1 Apr /31/ DHFL Pramerica S/T FR Pl Gr Q1 Mar /31/ Aditya BSL FRF L/T Reg Gr Q1 Mar /31/ UTI Trs Adv Instl Gr Q1 Apr /31/ ICICI Pru Flexible Inc Gr Q2 Sep /31/ HDFC FRF Income S/T Whls Gr Q2 Oct /31/ Kotak Treasury Advantage Fund Reg Gr Q2 Aug /31/ L&T Ultra Short Term Gr Q2 Apr /31/ SBI Ultra Short Term Debt Reg Gr Q2 Jul /31/ DSP BlackRock Money Mgr Reg Gr Q3 Jul /31/ IDFC US/T Reg Gr Q3 Jan /31/ Reliance Money Mgr Gr Q3 Mar /31/ Sundaram US/T Reg Gr Q3 Apr /31/ Principal Low Duration Gr Q3 Sep /31/ DHFL Pramerica Low Dur Gr Q3 Jun /31/ UTI FRF Short Term Gr Q4 Aug /31/ Aditya BSL Cash Manager Reg Gr Q4 May /31/ IDFC Money Mgr Trs Reg Gr Q4 Feb /31/ Reliance Medium Term Gr Q4 Sep /31/ HDFC Cash Mgmt Trs Adv Retl Gr Q4 Nov /31/ ICICI Pru Savings Gr Q4 Nov /31/
20 Aditya BSL Bkg & PSU Debt Gr Q1 Oct /31/ HDFC FRF Income L/T Gr Q1 Jan /31/ Reliance FRF STP Gr Q1 Aug /31/ Tata Short Term Bond Reg Gr Q1 Aug /31/ IDFC SS Inc S/T Reg Gr Q1 Dec /31/ Kotak Bond S/T Reg Gr Q2 May /31/ IDFC Money Mgr Invmt Reg Gr Q2 Aug /31/ IDFC SS Inc M/T Reg Gr Q2 Jul /31/ Sundaram Banking & PSU Debt Reg Gr Q2 Dec /31/ Tata Corporate Bond Reg Gr Q2 Jul /31/ SBI Short Term Debt Reg Gr Q2 Jul /31/ ICICI Pru Ultra Short Term Gr Q3 Aug /31/ ICICI Pru Short Term Gr Q3 Oct /31/ Aditya BSL Short Term Reg Gr Q3 Mar /31/ UTI S/T Income Instl Gr Q3 Sep /31/ Aditya BSL Short Term Opp Reg Gr Q3 May /31/ DHFL Pramerica Sht Mty Gr Q3 Jan /31/ Reliance Short Term Gr Q3 Dec /31/ DSP BlackRock S/T Reg Gr Q4 Sep /31/ Kotak Banking and PSU Debt Reg Gr Q4 Dec /31/ Principal S/T Income Gr Q4 May /31/ BNP Paribas Med Term Inc Reg Gr Q4 Mar /31/ HDFC High Interest S/T Gr Q4 Feb /31/
21 Aditya BSL Trs Optimizer Reg Gr Q1 May /31/ ICICI Pru Income Opps Gr Q1 Aug /31/ L&T Triple Ace Bond Gr Q2 Jun /31/ Aditya BSL Income Plus Reg Gr Q2 Oct /31/ Reliance Income Gr Q2 Jan /31/ UTI Bond Gr Q3 May /31/ ICICI Pru Income Gr Q3 Jul /31/ DSP BlackRock Bond Reg Gr Q3 Apr /31/ Sundaram Bond Saver Gr Q4 Dec /31/ HDFC Income Gr Q4 Sep /31/ HDFC High Interest Dynamic Gr Q4 Apr /31/ Kotak Flexi Debt Reg Gr Q2 May /31/ Kotak Bond A Reg Gr Q4 Nov /31/ Principal Debt Savings Retl Gr Q4 Dec /31/
22 ICICI Pru Child Care Study Q1 Aug /31/ SBI Magnum Child Bene t Reg Gr Q1 Feb /31/ Sundaram Regular savings Gr Q1 Mar /31/ HDFC Multiple Yield 2005 Gr Q1 Aug /31/ Franklin India LS FOF 50s+ FRP Gr Q1 Jul /31/ Aditya BSL MIP II Wlth 25 Reg Gr Q1 May /31/ HSBC Managed Solu Ind Consv Reg Gr Q2 Apr /27/ L&T Monthly Income Plan Gr Q2 Jul /31/ SBI Regular Savings Reg Gr Q2 Nov /31/ UTI MIS Advantage Gr Q2 Dec /31/ Aditya BSL Monthly Income Reg Gr Q2 Jul /31/ Reliance MIP Gr Q2 Dec /31/ Franklin India LS FOF 40s Gr Q3 Dec /31/ HDFC MIP L/T Gr Q3 Dec /31/ Aditya BSL MIP II Savings 5 Reg Gr Q3 May /31/ Sundaram MIP - Aggressive Gr Q3 Mar /31/ ICICI Pru MIP 25 Gr Q3 Mar /31/ DSP BlackRock MIP Reg Gr Q3 Jun /31/ Franklin India MIP Gr Q3 Sep /31/ UTI Monthly Income Scheme Gr Q3 Sep /31/ UTI Smart Woman Savings Gr Q4 May /31/ SBI Magnum MIP Reg Gr Q4 Apr /31/ HDFC MIP S/T Gr Q4 Dec /31/ Kotak MIP Reg Gr Q4 Dec /31/ Franklin India Pension Plan Gr Q4 Mar /31/ ICICI Pru MIP Gr Q4 Nov /31/ Aditya BSL MIP Reg Gr Q4 Nov /31/
23 SBI Magnum Gilt Short Term Reg Gr Q1 Dec /31/ DSP BlackRock Savings Reg Gr Q1 Sep /31/ UTI Gov Sec Short Term Gr Q3 Nov /31/ ICICI Pru Gilt Treasury PF Gr Q3 Feb /31/
24 IDFC Gov Sec PF Reg Gr Q1 Mar /31/ UTI Gilt Advantage Long Term Gr Q1 Jan /31/ ICICI Pru Short Term Gilt Gr Q1 Aug /31/ HDFC Gilt S/T Gr Q2 Jul /31/ SBI Magnum Gilt Long Term Reg Gr Q2 Dec /31/ Aditya BSL Gilt Plus PF Reg Gr Q2 Oct /31/ L&T Gilt Gr Q3 Mar /31/ IDFC Gov Sec Inv Reg Gr Q3 Dec /31/ Franklin India Gov Sec L/T Gr Q4 Dec /31/ Franklin India Gov Sec Comp Gr Q4 Jun /31/ Franklin India Gov Sec PF Gr Q4 May /31/ Aditya BSL Con Mt 10Y Gilt Reg Gr Q4 Oct /31/
25 Reliance Gilt Sec Gr Q2 Aug /31/ Tata Gilt Securities Gr Q2 Sep /31/ ICICI Pru Gilt Investment PF Gr Q3 Nov /31/ HDFC Gilt L/T Gr Q3 Jul /31/ DSP BlackRock Govt Sec Reg Gr Q3 Sep /31/ Kotak Gilt Investment Reg Reg Gr Q4 Dec /31/ ICICI Pru Long Term Gilt Gr Q4 Aug /31/
26 DHFL Pramerica Credit Opps Rg Pl Gr Q1 Sep /31/ Aditya BSL Medium Term Reg Gr Q1 Mar /31/ HDFC Reg-Sav Gr Q1 Feb /31/ SBI Corporate Bond Fund Reg Gr Q2 Jul /31/ Reliance Regular Savings Debt Gr Q2 Jun /31/ Franklin India S/T Income Gr Q3 Jan /31/ ICICI Pru Corporate Bond Gr Q3 Sep /31/ DSP BlackRock Income Opp Reg Gr Q3 May /31/ Franklin India Corp Bond Opp Gr Q4 Nov /31/ ICICI Pru Regular Savings Gr Q4 Dec /31/ Franklin India Dynamic Accrual Gr Q4 Mar /31/ Franklin India Inc Builder A Gr Q4 Jun /31/
27 ICICI Pru Long Term Plan Gr Q1 Jan /31/ ICICI Pru Advisor Dynamic Accrual Gr Q1 Dec /31/ IDFC Dynamic Bond Reg Gr Q2 Dec /31/ SBI Dynamic Bond Reg Gr Q2 Feb /31/ IDFC SS Inc Inv Reg Gr Q2 Jul /31/ Tata Long Term Debt Reg Gr Q2 Apr /31/ HSBC Flexi Debt Gr Q3 Oct /28/ Reliance Dynamic Bond Gr Q3 Nov /31/ DSP BlackRock Strategic Bd Instl Gr Q3 May /31/ SBI Magnum Income Reg Gr Q4 Nov /31/ Aditya BSL Dynamic Bond Reg Gr Q4 Sep /31/ Disclaimer: The data and analyses provided herein do not constitute investment advice offered by Morningstar and are provided only for informational purposes. The Morningstar rating is based on Morningstar Risk-Adjusted Return (MRAR) for the three year period. The Morningstar rating does not guarantee the future performance of the fund. It should not be construed as an offer, nor the solicitation of an offer, to buy or sell securities. Morningstar is not responsible for any error or omission in the data. For the purpose of this analysis, only growth options are considered.
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