Morningstar Ratings. Overview. Investor Benefits. How Does It Work?
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- Julius Patterson
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1 s Overview The (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 (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 (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 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:
2 India - Arbitrage Fund (Data as of Sep 30, 2011) UTI Spread Fund Q Kotak Equity Aribitrage Fund India - Banking and Financial Services (Data as of Sep 30, 2011) Sahara Banking and Financial Seriesvices Fund Religare Banking Fund Q Reliance Banking Fund India - Conservative Allocation (Data as of Sep 30, 2011) Reliance Monthly Income Plan Canara Robeco Monthly Income Plan Q Q HSBC Monthly Income Plan Savings Plan UTI MIS Advantage Fund ICICI Prudential Child Care Study Q UTI Mahila Unit Scheme HDFC Monthly Income Plan Long Term Plan Q L&T Monthly Income Plan Sahara Classic Fund DSP BlackRock Saving Manager Aggressive Fund FT India Life Stage Fund of Funds 50s Plus Floating Rate Plan Principal PNB Monthly Income Plan Plus HDFC Childrens Gift Saving LIC Nomura MF Floating Rate Fund Monthly Income Plan A UTI Monthly Income Scheme Birla Sun Life Monthly Income Plan Savings 5 HDFC Multiple Yield Fund Birla Sun Life Monthly Income HDFC Multiple Yield Fund Plan 2005 Birla Sun Life Asset Allocation Fund Conservative Plan India - ELSS (Tax Savings) (Data as of Sep 30, 2011) Fidelity Tax Advantage Fund Q Franklin India Taxshield Fund Religare Tax Plan Q Sundaram Tax Saver Fund HDFC TaxSaver Q Reliance Tax Saver Fund HDFC Long Term Advantage Fund Sahara Taxgain SBI Magnum Taxgain Scheme 93 ICICI Prudential Tax Plan India - Floating Rate Ultrashort Bond (Data as of Sep 30, 2011)
3 Canara Robeco Floating Rate Fund Short Term Q HDFC Floating Rate Income Short Term Fund Kotak Floater Fund Long Term Q LIC Nomura MF Floating Rate Fund Short Term Birla Sun Life Floating Rate Fund Long Term Plan Q Kotak Floater Fund Short Term SBI Magnum Income Fund Floating Rate Plan Short Term Q ICICI Prudential Long Term Floating Rate Fund B Templeton Floating Rate Income Fund Q Reliance Floating Rate Fund Short Term Plan Tata Floater Fund ICICI Prudential Floating Rate C Tata Money Market ICICI Prudential Floating Rate D DSP BlackRock Floating Rate Fund Regular SBI Magnum Insta Cash Fund Liquid Floater Plan HSBC Floating Rate Fund Long Term Plan Regular Birla Sun Life Floating Rate Fund Short Term Plan India - Global Large Cap (Data as of Sep 30, 2011) AIG World Gold Fund Q Principal PNB Global Opportunities Fund Tata Growing Economies Infrastructure Fund Plan A Franklin Asian Equity Fund ING Optimix Global Commodities Fund India - Intermediate Bond (Data as of Sep 30, 2011) Escorts Income Plan Q DWS Premier Bond Fund Regular Kotak Bond Fund Q Kotak Bond Deposit Canara Robeco Income Q IDFC Dynamic Bond Fund A ICICI Prudential Income Opportunities Retail Q IDFC Super Saver Income Fund Investment A BNP Paribas Flexi Debt Fund Q ING Income Fund Regular Birla Sun Life Income Plus Fund HSBC Flex Debt Retail Reliance Income Fund Retail Plan HSBC Income Fund Investment Plan Regular Birla Sun Life Income Fund India - Intermediate Government (Data as of Sep 30, 2011) Birla Sun Life Govt Securities Fund Long Term ICICI Prudential Gilt Treasury Option PF Plan Q Q ING Gilt Provident Fund Dynamic ING Gilt Provident Fund Dynamic AIP
4 JM Government Securities Fund Regular IDFC Government Securities Fund PF Plan A ICICI Prudential Gilt Treasury Option Sahara Gilt Fund Templeton India Government Securities Fund PF Plan Escorts Gilt Plan Templeton India Government Securities Fund Composite Plan DSP BlackRock Government Securities India - Large Cap (Data as of Sep 30, 2011) DSP BlackRock Top 100 Equity Fund Q ICICI Prudential Top 100 Fidelity Equity Fund Q Reliance Vision Fund UTI Dividend Yield Fund Q Sahara Fund UTI Equity Fund Q SBI Magnum Sector Umbrella Contra Mirae Asset India Opportunities Fund Regular Q IDFC Imperial Equity Fund OptiMix 5 Star Multi Manager FOF Scheme Q Religare Fund Fidelity India Fund Q SBI Magnum Equity Fund HDFC Top 200 Fund Q HSBC Equity Fund HDFC Equity Fund Q HDFC Index Sensex Plus UTI Opportunities Fund Q AIG India Equity Regular DSP BlackRock Equity Fund Q UTI Mastershare Unit UTI India Lifestyle Fund Q HDFC Capital Builder Fund ICICI Prudential Focused Bluechip Equity Retail Q HDFC Fund Quantum Long-Term Equity Fund Q Religare Equity Fund Canara Robeco Equity Diversified Q Religare Contra Fund ICICI Prudential Dynamic Q Morgan Stanley A.C.E Fund Baroda Pioneer Fund Templeton India Equity Income Fund Birla Sun Life Top 100 Fund Templeton India Fund Birla Sun Life Equity Fund Tata Pure Equity Fund Birla Sun Life Frontline Equity Fund Tata Contra Fund Kotak 50 Franklin India Prima Plus Fund Kotak Contra Fund Franklin India Bluechip Fund ICICI Prudential Advisor Very Aggressive Plan Franklin India Flexi Cap Fund
5 Reliance NRI Equity Fund DWS Alpha Equity Fund Reliance Quant Plus Fund Retail DSP BlackRock Opportunities Fund India - Liquid (Data as of Sep 30, 2011) Escorts Liquid Plan Q ICICI Prudential Sweep Cash Option HDFC Cash Management Fund Savings Plan Q SBI Magnum Insta Cash Cash HDFC Liquid Fund Q Birla Sun Life Cash Plus Fund Retail Reliance Liquidity Fund Q Sundaram Money Fund Sahara Liquid Fund Variable Pricing Option Q BNP Paribas Overnight Fund JPMorgan India Liquid Retail Q UTI Money Market Fund LIC Nomura MF Liquid Q ING Liquid Fund Sahara Liquid Fund Fixed Pricing Option Q IDFC Cash Fund A JM High Liquidity Fund Religare Liquid Fund Retail Kotak Liquid Fund Fidelity Cash Fund Retail Canara Robeco Liquid AIG India Liquid Retail Birla Sun Life Cash Manager Fund L&T Liquid Fund Regular Baroda Pioneer Liquid Fund DWS Insta Cash Plus Fund Bharti AXA Liquid Fund Retail UTI Liquid Fund Cash Plan ICICI Pru Liquid DSP BlackRock Liquidity Fund Regular Edelweiss Liquid Fund Retail Templeton India Treasury Management Account Reliance Liquid Fund Treasury Plan Retail Tata Liquid Fund Regular Investment Plan Quantum Liquid Fund India - Long Government (Data as of Sep 30, 2011) ICICI Prudential Gilt Investment Option ICICI Prudential Gilt Investment Option PF Plan Baroda Pioneer Gilt Fund Kotak Gilt Investment Fund Q Q Kotak Gilt Investment Fund PF Plan & Trust Templeton Government Securities Fund Long Term Plan UTI Gilt Advantage Long Term PF Prescribed Date Auto
6 India - Moderate Allocation (Data as of Sep 30, 2011) FT India Dynamic PE Ratio Fund Of Funds HDFC Balanced Fund Q Q Canara Robeco Balanced Reliance Regular Savings Fund Balanced FT India Life Stage Fund of Funds 40s Plan Q HDFC Childrens Gift Investment HDFC Prudence Fund Q FT India Life Stage Fund of Funds 30s Plan Birla Sun Life 95 Q FT India Balanced Fund Birla Sun Life Asset Allocation Fund Moderate Plan Q FT India Life Stage Fund of Funds 20s Plan Birla Sun Life Asset Allocation Fund Aggressive Plan DSP BlackRock Balanced Fund ICICI Prudential Advisor Moderate Tata Balanced Fund India - Short Government (Data as of Sep 30, 2011) Tata Gilt Securities Short Maturity Fund SBI Magnum Gilt Short Term Plan Q Q UTI Government Securities Fund Short Term Plan DSP BlackRock Treasury Bill Birla Sun Life Gilt Plus Fund Liquid Plan Templeton India Government Securities Fund Treasury Plan Kotak Gilt Savings Plan India - Short-term Bond (Data as of Sep 30, 2011) HDFC Short Term Plan Q ICICI Prudential Short Term Templeton India Short Term Income Plan Q Reliance Short Term Fund JM Short Term Plan Q UTI Short Term Income Kotak Bond Fund Short Term DWS Short Maturity Fund LIC Nomura MF Bond Fund IDFC Super Saver Income Fund Medium Term A Birla Sun Life Dynamic Bond Fund Retail ING Short Term Income Fund Sahara Income Fund HDFC High Interest Fund Short Term Plan India - Small/Mid Cap (Data as of Sep 30, 2011) ING Dividend Yield Fund Q Sahara Wealth Plus Fund Variable Pricing
7 IDFC Small & Midcap Equity Fund Q Reliance Fund IDFC Premier Equity Fund Plan A Q Reliance Equity Opportunities Fund Birla Sun Life Dividend Yield Plus Fund Q Tata Dividend Yield Fund Birla Sun Life India GenNext Fund Q Tata Equity P/E Fund Birla Sun Life MNC Fund Q Birla Sun Life Pure Value Fund Birla Sun Life Buy India Fund Religare Mid N Small Cap Fund ICICI Prudential Discovery Religare Mid Cap Fund Birla Sun Life Mid Cap Fund DSP BlackRock Small and Midcap Fund BNP Paribas Dividend Yield Fund Franklin India Prima Fund SBI Magnum Global Fund UTI Master Value Fund Sahara Midcap Fund UTI MNC Fund Sahara Wealth Plus Fund Fixed Pricing HDFC Mid Cap Opportunities Fund India - Ultrashort Bond (Data as of Sep 30, 2011) SBI Short Horizon Debt Fund Short Term Retail JM Money Manager Fund Super Plan Q Q Templeton India Ultra Short Bond Fund Retail AIG India Treasury Retail BNP Paribas Money Plus Fund Q Fidelity Ultra Short Term Debt Fund Retail Reliance Medium Term Fund Retail Religare Ultra Short Term Retail Edelweiss Ultra Short Term Bond Fund Retail Reliance Money Manager Fund Retail Bharti AXA Treasury Advantage Retail DWS Cash Opportunities Fund 15 Days JPMorgan India Treasury Retail DSP BlackRock Money Manager Fund LIC Nomura MF Saving Plan ING Treasury Advantage Fund IDFC Ultra Short Term Fund JM Money Manager Fund Super Plus Plan IDFC Liquid LIC Nomura MF Income Plus Fund Birla Sun Life Saving Fund Fund Retail HDFC Cash Management Fund Treasury Advantage Plan Retail Canara Robeco Treasury Advantage Retail UTI Treasury Advantage BNP Paribas Short Term Income Fund HSBC Income Fund Short Term Plan Regular Birla Sun Life Ultra Short Term Fund IDFC Money Manager Fund Treasury Plan Plan B Kotak Flexi Debt Fund SBI Short Horizon Debt Fund Ultra Short Term Retail
8 L&T Freedom Income Short Term Fund Regular PRINCIPAL Ultra Short Bond Fund Regular Plan JM Money Manager Fund DWS Ultra Short Term Fund
Morningstar Ratings. Overview. Investor Benefits. How Does It Work?
s Overview The (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
Morningstar Ratings. Overview. Investor Benefits. How Does It Work?
s Overview The (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
Morningstar Ratings. Overview. Investor Benefits. How Does It Work?
s Overview The (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
Morningstar Ratings. Overview. Investor Benefits. How Does It Work?
s Overview The (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
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ASSOCIATION OF MUTUAL FUNDS IN INDIA One Indiabulls Centre, Tower 2, Wing B, 701, 7th Floor, 841 Senapati Bapat Marg, Elphinstone Road, Mumbai 400013.* Tel. (022) 43346700 (32 lines) * Fax. (022) 43346712/
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