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Top Performers/laggards for the Quarter Ended 14th March 2010
Please click on the link below to view the top gainers and losers of that category
Open-Ended
FOF
ETF
Arbitrage Fund
ETF
Equity Focussed - Others
Equity-Diversified
Equity-ELSS
Equity-Index
FOF
Sectoral-Auto
Sectoral-Bank
Sectoral-Basic
Sectoral-FMCG
Sectoral-Financial Services
Sectoral-Infrastructure
Sectoral-Media and Entertainment
Sectoral-PSU
Sectoral-Pharma
Sectoral-Power
Sectoral-Services
Sectoral-TMT
Balanced
ETF
FOF
Gilt
Income
Liquid
MIP
Arbitrage Fund
Balanced
FOF
Close-Ended
Balanced
Equity-Diversified
Equity-ELSS
FOF
Sectoral-Infrastructure
Sectoral-Power
Income
Liquid
MIP
Structured Products
Balanced
FOF
 
Open-Ended
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 FT India Life Stage Fund of Funds The 20s Plan Templeton 3.24 92.77
2 ICICI Prudential Aggressive Plan Prudential 2.98 70.51
3 ICICI Prudential Moderate Plan Prudential 2.83 51.53
4 FT India Life Stage Fund of Funds The 30s Plan Templeton 2.46 61.32
5 Birla Sun Life AAF - Aggressive Plan Birla 2.39 92.03
6 FT India Life Stage Fund of Funds The 40s Plan Templeton 2.28 51.97
7 Birla Sun Life AAF - Moderate Plan Birla 2.20 60.63
8 FT India Dynamic PE Ratio Fund of Funds Templeton 2.13 74.69
9 ICICI Prudential Very Aggressive Plan Prudential 1.97 87.76
10 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton 1.81 34.44
11 ICICI Prudential Cautious Plan Prudential 1.66 32.74
12 Birla Sun Life AAF - Conservative Plan Birla 1.64 26.25
13 ING OptiMix 5 Star Multi - Manager FoF Scheme ING 1.51 100.15
14 FT India Life Stage Fund of Funds - 50s Plus Floating Rate Plan Templeton 1.51 23.37
15 AIG World Gold Fund AIG Global -5.08 38.25
16 DSP BlackRock World Gold Fund - Institutional DSP BlackRock MF -6.05 -9.82
17 DSP BlackRock World Gold Fund DSP BlackRock MF -6.11 30.30
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 Mirae Asset China Advantage Fund - Regular Plan Mirae -5.46 NA
2 JPMorgan JF Greater China Equity Off-Shore Fund JPMorgan -3.16 NA
3 DSP BlackRock World Energy Fund - Regular DSP BlackRock MF -0.84 NA
4 DSP BlackRock World Energy Fund - Institutional DSP BlackRock MF -0.75 NA
5 ING OptiMix Income Growth Multi Manager - 15% Equity Plan - A ING -0.64 11.14
6 ING Global Real Estate Fund ING -0.44 76.11
7 DWS Global Thematic Offshore Fund Deutsche -0.25 48.44
8 ING OptiMix Income Growth Multi Manager - 30% Equity Plan - A ING 0.11 23.40
9 IDFC All Seasons Bond Fund - Plan A IDFC 0.85 7.32
10 ICICI Prudential Very Cautious Plan Prudential 0.92 4.29
 
ETF Top
Top Performers - total schemes 6
No. Scheme Fund Qrtly Return % Annual Return %
1 Nifty Junior BeES Benchmark 2.66 185.85
2 Bank BeES Benchmark 0.81 168.86
3 Benchmark Nifty BeES Benchmark 0.37 96.62
4 KOTAK SENSEX ETF Kotak 0.30 106.88
5 Quantum Index Fund Quantum 0.25 95.07
6 Gold BeES Benchmark -3.71 7.96
7 UTI Gold Exchange Traded Fund UTI -3.71 7.80
8 Kotak Gold ETF Kotak -3.71 7.64
9 Quantum Gold Fund Quantum -3.72 7.73
10 SBI Gold Exchange Traded Scheme SBI -3.84 NA
Top Laggards - total schemes 6
No. Scheme Fund Qrtly Return % Annual Return %
1 PSU Bank BeES Benchmark -4.43 139.09
2 KOTAK PSU BANK ETF Kotak -4.42 147.71
3 Shariah BeES Benchmark -1.04 NA
 
Arbitrage Fund Top
Top Performers - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Blended Plan B - Institutional Prudential 1.34 NA
2 JPMorgan India Alpha Fund JPMorgan 1.15 5.76
3 ICICI Prudential Blended Plan B Prudential 1.06 4.35
4 SBI ARBITRAGE Opportunities Fund SBI 0.75 3.91
5 HDFC Arbitrage Fund - Wholesale HDFC 0.74 4.21
6 IDFC Arbitrage Plus Fund - Plan B (Institutional) IDFC 0.70 3.70
7 ICICI Prudential Blended Plan A Prudential 0.68 3.25
8 HDFC Arbitrage Fund - Retail HDFC 0.67 3.95
Top Laggards - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 IDFC Arbitrage Plus Fund - Plan A (Regular) IDFC 0.63 3.43
2 Birla Sun Life Enhanced Arbitrage Fund - Retail Birla 0.63 NA
3 JM Arbitrage Advantage Fund JM Financial 0.66 4.13
 
ETF Top
Top Performers - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 Nifty Junior BeES Benchmark 2.66 185.85
2 Bank BeES Benchmark 0.81 168.86
3 Benchmark Nifty BeES Benchmark 0.37 96.62
4 KOTAK SENSEX ETF Kotak 0.30 106.88
5 Quantum Index Fund Quantum 0.25 95.07
6 Gold BeES Benchmark -3.71 7.96
7 UTI Gold Exchange Traded Fund UTI -3.71 7.80
8 Kotak Gold ETF Kotak -3.71 7.64
9 Quantum Gold Fund Quantum -3.72 7.73
10 SBI Gold Exchange Traded Scheme SBI -3.84 NA
Top Laggards - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 PSU Bank BeES Benchmark -4.43 139.09
2 KOTAK PSU BANK ETF Kotak -4.42 147.71
3 Shariah BeES Benchmark -1.04 NA
 
Equity Focussed - Others Top
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 IDFC Enterprise Equity Fund - Plan B IDFC 0.32 NA
 
Equity-Diversified Top
Top Performers - total schemes 269
No. Scheme Fund Qrtly Return % Annual Return %
1 Taurus Ethical Fund Taurus 9.82 NA
2 ICICI Prudential Emerging Star Fund - FII Prudential 9.45 165.42
3 SBI Magnum Sector Funds Umbrella - Emerging Business Fund SBI 9.09 196.63
4 ICICI Prudential Emerging STAR Fund Prudential 9.08 161.90
5 Canara Robeco Emerging Equities Canbank 7.46 181.78
Top Laggards - total schemes 269
No. Scheme Fund Qrtly Return % Annual Return %
1 Birla Sun Life Commodity Equities Fund - Global Precious Metals Plan - Retail Birla -8.17 21.69
2 JM Multi Strategy Fund JM Financial -5.43 93.18
3 JM Emerging Leaders Fund JM Financial -3.64 175.63
4 JM Small & Mid Cap Fund - Regular JM Financial -3.36 148.17
5 JM Mid Cap Fund JM Financial -3.15 125.83
 
Equity-ELSS Top
Top Performers - total schemes 37
No. Scheme Fund Qrtly Return % Annual Return %
1 IDFC Tax Advantage (ELSS) Fund IDFC 5.11 87.66
2 ICICI Prudential Tax Plan Prudential 5.08 155.80
3 Reliance Tax Saver (ELSS) Fund Reliance 4.81 112.40
4 Canara Robeco Equity Tax Saver Canbank 4.69 143.15
5 Franklin India Taxshield Templeton 4.58 111.65
Top Laggards - total schemes 37
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Tax Gain Fund JM Financial -3.64 95.82
2 Sundaram BNP Paribas Taxsaver Sundaram -1.76 98.16
3 Baroda Pioneer ELSS 96 Baroda Pioneer MF -1.57 106.15
4 Escorts Tax Plan Escorts -1.47 76.10
5 Birla Sun Life Tax Relief 96 Birla -0.47 137.56
 
Equity-Index Top
Top Performers - total schemes 25
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Nifty Plus Fund JM Financial 1.36 75.56
2 ING Vysya Nifty Plus Fund ING 0.67 91.32
3 UTI SUNDER Scheme UTI 0.52 95.16
4 ICICI Prudential Spice Fund Prudential 0.51 100.81
5 HDFC Index Sensex Plan HDFC 0.29 100.23
Top Laggards - total schemes 25
No. Scheme Fund Qrtly Return % Annual Return %
1 LICMF Index Fund - Sensex Advantage Plan LIC -0.35 89.24
2 Tata Index Fund - Sensex Plan - A Tata Mutual -0.05 103.53
3 HDFC Index Sensex Plus Plan HDFC -0.02 106.11
4 Tata Index Fund - Nifty Plan - A Tata Mutual 0.01 93.79
5 Benchmark S&P CNX 500 Fund Benchmark 0.01 102.78
 
FOF Top
Top Performers - total schemes 18
No. Scheme Fund Qrtly Return % Annual Return %
1 FT India Life Stage Fund of Funds The 20s Plan Templeton 3.24 92.77
2 ICICI Prudential Aggressive Plan Prudential 2.98 70.51
3 ICICI Prudential Moderate Plan Prudential 2.83 51.53
4 FT India Life Stage Fund of Funds The 30s Plan Templeton 2.46 61.32
5 Birla Sun Life AAF - Aggressive Plan Birla 2.39 92.03
6 FT India Life Stage Fund of Funds The 40s Plan Templeton 2.28 51.97
7 Birla Sun Life AAF - Moderate Plan Birla 2.20 60.63
8 FT India Dynamic PE Ratio Fund of Funds Templeton 2.13 74.69
9 ICICI Prudential Very Aggressive Plan Prudential 1.97 87.76
10 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton 1.81 34.44
11 ICICI Prudential Cautious Plan Prudential 1.66 32.74
12 Birla Sun Life AAF - Conservative Plan Birla 1.64 26.25
13 ING OptiMix 5 Star Multi - Manager FoF Scheme ING 1.51 100.15
14 FT India Life Stage Fund of Funds - 50s Plus Floating Rate Plan Templeton 1.51 23.37
15 AIG World Gold Fund AIG Global -5.08 38.25
16 DSP BlackRock World Gold Fund - Institutional DSP BlackRock MF -6.05 -9.82
17 DSP BlackRock World Gold Fund DSP BlackRock MF -6.11 30.30
Top Laggards - total schemes 18
No. Scheme Fund Qrtly Return % Annual Return %
1 Mirae Asset China Advantage Fund - Regular Plan Mirae -5.46 NA
2 JPMorgan JF Greater China Equity Off-Shore Fund JPMorgan -3.16 NA
3 DSP BlackRock World Energy Fund - Regular DSP BlackRock MF -0.84 NA
4 DSP BlackRock World Energy Fund - Institutional DSP BlackRock MF -0.75 NA
5 ING OptiMix Income Growth Multi Manager - 15% Equity Plan - A ING -0.64 11.14
6 ING Global Real Estate Fund ING -0.44 76.11
7 DWS Global Thematic Offshore Fund Deutsche -0.25 48.44
8 ING OptiMix Income Growth Multi Manager - 30% Equity Plan - A ING 0.11 23.40
9 IDFC All Seasons Bond Fund - Plan A IDFC 0.85 7.32
10 ICICI Prudential Very Cautious Plan Prudential 0.92 4.29
 
Sectoral-Auto Top
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Transportation and Logistics Fund UTI 5.48 142.92
 
Sectoral-Bank Top
Returns - total schemes 5
No. Scheme Fund Qrtly Return % Annual Return %
1 Religare Banking Fund - Regular Religare MF 4.00 149.09
2 UTI Banking Sector Fund UTI 3.53 145.15
3 Reliance Banking Fund Reliance 1.17 150.82
4 Reliance Banking Fund - Institutional Plan Reliance 1.17 150.82
 
Sectoral-Basic Top
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Petro Fund UTI -1.00 84.58
 
Sectoral-FMCG Top
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 SBI Magnum Sector Funds Umbrella - FMCG Fund SBI 7.07 94.92
2 Franklin FMCG Fund Templeton 4.16 81.46
3 ICICI Prudential FMCG Fund Prudential -0.42 78.03
 
Sectoral-Financial Services Top
Returns - total schemes 5
No. Scheme Fund Qrtly Return % Annual Return %
1 Sahara Banking and Financial Services Fund Sahara 3.21 158.77
2 ICICI Prudential Banking and Financial Services Fund - Retail Prudential 1.56 143.27
3 Sundaram BNP Paribas Select Thematic Funds Financial Services Opportunities - Regular Sundaram 1.29 146.93
 
Sectoral-Infrastructure Top
Top Performers - total schemes 15
No. Scheme Fund Qrtly Return % Annual Return %
1 Taurus Infrastructure Fund Taurus 5.20 187.69
2 Birla Sun Life Infrastructure Fund - Plan A Birla 2.86 133.71
3 Birla Sun Life Infrastructure Fund - Plan B Birla 2.82 NA
4 AIG Infrastructure And Economic Reform Fund - Institutional AIG Global 1.98 126.02
5 AIG Infrastructure And Economic Reform Fund - Regular AIG Global 1.82 124.58
Top Laggards - total schemes 15
No. Scheme Fund Qrtly Return % Annual Return %
1 Sahara Infrastructure Fund - Fixed Pricing Option Sahara -0.18 102.10
2 Sahara Infrastructure Fund - Variable Pricing Option Sahara 0.01 103.56
3 UTI Infrastructure Fund UTI 0.46 80.74
4 ICICI Prudential Infrastructure Fund Prudential 0.53 86.00
5 Tata Infrastructure Fund Tata Mutual 0.62 105.83
 
Sectoral-Media and Entertainment Top
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 Sundaram BNP Paribas Media and Entertainment Opportunities - Regular Sundaram 1.55 90.46
2 Reliance Media and Entertainment Fund Reliance -1.02 107.06
 
Sectoral-PSU Top
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 Religare PSU Equity Fund Religare MF -1.28 NA
 
Sectoral-Pharma Top
Returns - total schemes 4
No. Scheme Fund Qrtly Return % Annual Return %
1 Franklin Pharma Fund Templeton 9.41 151.87
2 Reliance Pharma Fund Reliance 7.36 171.88
3 UTI Pharma and Healthcare Fund UTI 7.05 90.58
4 SBI Magnum Sector Funds Umbrella - Pharma Fund SBI 0.23 131.65
 
Sectoral-Power Top
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 Reliance Diversified Power Sector Fund - Institutional Reliance 1.75 114.73
2 Reliance Diversified Power Sector Fund Reliance 1.72 114.45
3 Escorts Power and Energy Fund Escorts 1.28 62.41
4 Sahara Power And Natural Resources Fund Sahara 0.55 118.32
 
Sectoral-Services Top
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Services Industries Fund Prudential 3.73 125.73
2 Tata Service Industries Fund Tata Mutual -0.65 151.42
3 JM Financial Services Sector JM Financial -3.50 58.04
 
Sectoral-TMT Top
Top Performers - total schemes 8
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Technology Fund Prudential 10.55 168.68
2 Franklin Infotech Fund Templeton 8.94 155.98
3 DSP BlackRock Technology.com Fund DSP BlackRock MF 7.22 156.99
4 SBI Magnum Sector Funds Umbrella - IT Fund SBI 5.14 183.47
5 Birla Sun Life New Millennium Birla 5.13 131.15
Top Laggards - total schemes 8
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Telecom Sector Fund JM Financial -4.47 67.12
2 UTI Services Industries Fund UTI 1.31 120.24
 
Balanced Top
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Child Care Gift Plan Prudential 8.24 126.38
2 HDFC Balanced Fund HDFC 6.85 98.56
3 HDFC Prudence Fund HDFC 4.98 120.09
4 HDFC Children`s Gift Investment Plan HDFC 4.48 94.14
5 ICICI Prudential Balanced Fund Prudential 3.51 67.43
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 LICMF Children`s Fund LIC -2.61 75.24
2 LICMF Unit Linked Insurance Scheme LIC -1.30 38.40
3 JM Balanced Fund JM Financial -1.17 71.72
4 Sundaram BNP Paribas Balanced Fund - Regular Sundaram -1.13 88.06
5 Baroda Pioneer Balance Fund Baroda Pioneer MF -0.89 64.33
 
ETF Top
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Nifty Junior BeES Benchmark 2.66 185.85
2 Bank BeES Benchmark 0.81 168.86
3 Benchmark Nifty BeES Benchmark 0.37 96.62
4 KOTAK SENSEX ETF Kotak 0.30 106.88
5 Quantum Index Fund Quantum 0.25 95.07
6 Gold BeES Benchmark -3.71 7.96
7 UTI Gold Exchange Traded Fund UTI -3.71 7.80
8 Kotak Gold ETF Kotak -3.71 7.64
9 Quantum Gold Fund Quantum -3.72 7.73
10 SBI Gold Exchange Traded Scheme SBI -3.84 NA
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 PSU Bank BeES Benchmark -4.43 139.09
2 KOTAK PSU BANK ETF Kotak -4.42 147.71
3 Shariah BeES Benchmark -1.04 NA
 
FOF Top
Top Performers - total schemes 14
No. Scheme Fund Qrtly Return % Annual Return %
1 FT India Life Stage Fund of Funds The 20s Plan Templeton 3.24 92.77
2 ICICI Prudential Aggressive Plan Prudential 2.98 70.51
3 ICICI Prudential Moderate Plan Prudential 2.83 51.53
4 FT India Life Stage Fund of Funds The 30s Plan Templeton 2.46 61.32
5 Birla Sun Life AAF - Aggressive Plan Birla 2.39 92.03
6 FT India Life Stage Fund of Funds The 40s Plan Templeton 2.28 51.97
7 Birla Sun Life AAF - Moderate Plan Birla 2.20 60.63
8 FT India Dynamic PE Ratio Fund of Funds Templeton 2.13 74.69
9 ICICI Prudential Very Aggressive Plan Prudential 1.97 87.76
10 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton 1.81 34.44
11 ICICI Prudential Cautious Plan Prudential 1.66 32.74
12 Birla Sun Life AAF - Conservative Plan Birla 1.64 26.25
13 ING OptiMix 5 Star Multi - Manager FoF Scheme ING 1.51 100.15
14 FT India Life Stage Fund of Funds - 50s Plus Floating Rate Plan Templeton 1.51 23.37
15 AIG World Gold Fund AIG Global -5.08 38.25
16 DSP BlackRock World Gold Fund - Institutional DSP BlackRock MF -6.05 -9.82
17 DSP BlackRock World Gold Fund DSP BlackRock MF -6.11 30.30
Top Laggards - total schemes 14
No. Scheme Fund Qrtly Return % Annual Return %
1 Mirae Asset China Advantage Fund - Regular Plan Mirae -5.46 NA
2 JPMorgan JF Greater China Equity Off-Shore Fund JPMorgan -3.16 NA
3 DSP BlackRock World Energy Fund - Regular DSP BlackRock MF -0.84 NA
4 DSP BlackRock World Energy Fund - Institutional DSP BlackRock MF -0.75 NA
5 ING OptiMix Income Growth Multi Manager - 15% Equity Plan - A ING -0.64 11.14
6 ING Global Real Estate Fund ING -0.44 76.11
7 DWS Global Thematic Offshore Fund Deutsche -0.25 48.44
8 ING OptiMix Income Growth Multi Manager - 30% Equity Plan - A ING 0.11 23.40
9 IDFC All Seasons Bond Fund - Plan A IDFC 0.85 7.32
10 ICICI Prudential Very Cautious Plan Prudential 0.92 4.29
 
Gilt Top
Top Performers - total schemes 89
No. Scheme Fund Qrtly Return % Annual Return %
1 Edelweiss Gilt Fund Edelweiss 2.32 NA
2 ICICI Prudential Gilt Treasury Plan - PF Prudential 1.41 5.09
3 HDFC Gilt Short Term Plan HDFC 1.32 2.71
4 Kotak Gilt Savings Plan Kotak 1.31 3.83
5 SBI Magnum Gilt Short Term Plan SBI 1.21 2.22
Top Laggards - total schemes 89
No. Scheme Fund Qrtly Return % Annual Return %
1 Mirae Asset Gilt Fund - Investment Plan - Regular Plan Mirae -1.26 4.47
2 Mirae Asset Gilt Fund - Investment Plan - Institutional Plan Mirae -1.25 4.47
3 Canara Robeco Gilt PGS Canbank -1.14 0.12
4 IDFC Govt.Sec.Fund - Investment Plan - Regular Plan A IDFC -0.61 5.05
5 Principal Govt.Sec.Fund-Investment Plan Principal -0.52 3.43
 
Income Top
Top Performers - total schemes 320
No. Scheme Fund Qrtly Return % Annual Return %
1 Sundaram BNP Paribas Bond Saver - Institutional Plan Sundaram 9.43 14.02
2 Reliance Regular Savings Fund - Balanced Option Reliance 6.41 114.58
3 Fortis Bond Fund - Regular Fortis MF 3.25 10.05
4 HDFC Multiple Yield Fund HDFC 3.03 26.73
5 Templeton India Income Opportunities Fund Templeton 2.45 NA
Top Laggards - total schemes 320
No. Scheme Fund Qrtly Return % Annual Return %
1 Franklin India International Fund Templeton -1.41 -6.74
2 SBI Magnum Income Plus Fund - Investment Plan SBI -0.78 16.61
3 Canara Robeco Dynamic Bond Fund - Retail Canbank -0.19 NA
4 JPMorgan India Active Bond Fund - Retail JPMorgan -0.14 3.53
5 ICICI Prudential Income Plan Prudential -0.13 9.44
 
Liquid Top
Top Performers - total schemes 144
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Money Manager Fund - Super Plan JM Financial 1.38 5.99
2 Fortis Short Term Income Fund - Institutional Plus Fortis MF 1.26 0.00
3 Fortis Short Term Income Fund - Institutional Fortis MF 1.25 0.00
4 Fortis Overnight Fund - Institutional Plus Fortis MF 1.21 5.51
5 JM Money Manager Fund - Super Plus Plan JM Financial 1.16 5.19
Top Laggards - total schemes 144
No. Scheme Fund Qrtly Return % Annual Return %
1 Principal Money Manager Fund - Institutional Principal 0.00 0.00
2 Religare Overnight Fund Religare MF 0.51 1.88
3 Benchmark Derivative Fund Benchmark 0.51 3.15
4 Templeton India Cash Management Account Templeton 0.54 2.66
5 Mirae Asset India Liquid Fund - Regular Mirae 0.58 1.72
 
MIP Top
Top Performers - total schemes 42
No. Scheme Fund Qrtly Return % Annual Return %
1 Baroda Pioneer MIP Fund Baroda Pioneer MF 2.85 2.59
2 SBI Magnum Monthly Income Plan - Floater SBI 1.87 10.26
3 HSBC Monthly Income Plan - Savings HSBC 1.64 24.41
4 UTI Monthly Income Scheme UTI 1.64 18.99
5 FT India Monthly Income Plan B Templeton 1.61 22.31
Top Laggards - total schemes 42
No. Scheme Fund Qrtly Return % Annual Return %
1 Bharti AXA Regular Return Fund - Regular Bharti -1.46 NA
2 Bharti AXA Regular Return Fund - Eco Plan Bharti -1.40 NA
3 Tata Monthly Income Fund Tata Mutual 0.13 10.67
4 DSP BlackRock Savings Manager Fund - Aggressive DSP BlackRock MF 0.13 20.23
5 DSP BlackRock Savings Manager Fund - Moderate DSP BlackRock MF 0.25 13.40
 
Arbitrage Fund Top
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Blended Plan B - Institutional Prudential 1.34 NA
2 JPMorgan India Alpha Fund JPMorgan 1.15 5.76
3 ICICI Prudential Blended Plan B Prudential 1.06 4.35
4 SBI ARBITRAGE Opportunities Fund SBI 0.75 3.91
5 HDFC Arbitrage Fund - Wholesale HDFC 0.74 4.21
6 IDFC Arbitrage Plus Fund - Plan B (Institutional) IDFC 0.70 3.70
7 ICICI Prudential Blended Plan A Prudential 0.68 3.25
8 HDFC Arbitrage Fund - Retail HDFC 0.67 3.95
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 IDFC Arbitrage Plus Fund - Plan A (Regular) IDFC 0.63 3.43
2 Birla Sun Life Enhanced Arbitrage Fund - Retail Birla 0.63 NA
3 JM Arbitrage Advantage Fund JM Financial 0.66 4.13
 
Balanced Top
Top Performers - total schemes 42
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Child Care Gift Plan Prudential 8.24 126.38
2 HDFC Balanced Fund HDFC 6.85 98.56
3 HDFC Prudence Fund HDFC 4.98 120.09
4 HDFC Children`s Gift Investment Plan HDFC 4.48 94.14
5 ICICI Prudential Balanced Fund Prudential 3.51 67.43
Top Laggards - total schemes 42
No. Scheme Fund Qrtly Return % Annual Return %
1 LICMF Children`s Fund LIC -2.61 75.24
2 LICMF Unit Linked Insurance Scheme LIC -1.30 38.40
3 JM Balanced Fund JM Financial -1.17 71.72
4 Sundaram BNP Paribas Balanced Fund - Regular Sundaram -1.13 88.06
5 Baroda Pioneer Balance Fund Baroda Pioneer MF -0.89 64.33
 
FOF Top
Top Performers - total schemes 8
No. Scheme Fund Qrtly Return % Annual Return %
1 FT India Life Stage Fund of Funds The 20s Plan Templeton 3.24 92.77
2 ICICI Prudential Aggressive Plan Prudential 2.98 70.51
3 ICICI Prudential Moderate Plan Prudential 2.83 51.53
4 FT India Life Stage Fund of Funds The 30s Plan Templeton 2.46 61.32
5 Birla Sun Life AAF - Aggressive Plan Birla 2.39 92.03
6 FT India Life Stage Fund of Funds The 40s Plan Templeton 2.28 51.97
7 Birla Sun Life AAF - Moderate Plan Birla 2.20 60.63
8 FT India Dynamic PE Ratio Fund of Funds Templeton 2.13 74.69
9 ICICI Prudential Very Aggressive Plan Prudential 1.97 87.76
10 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton 1.81 34.44
11 ICICI Prudential Cautious Plan Prudential 1.66 32.74
12 Birla Sun Life AAF - Conservative Plan Birla 1.64 26.25
13 ING OptiMix 5 Star Multi - Manager FoF Scheme ING 1.51 100.15
14 FT India Life Stage Fund of Funds - 50s Plus Floating Rate Plan Templeton 1.51 23.37
15 AIG World Gold Fund AIG Global -5.08 38.25
16 DSP BlackRock World Gold Fund - Institutional DSP BlackRock MF -6.05 -9.82
17 DSP BlackRock World Gold Fund DSP BlackRock MF -6.11 30.30
Top Laggards - total schemes 8
No. Scheme Fund Qrtly Return % Annual Return %
1 Mirae Asset China Advantage Fund - Regular Plan Mirae -5.46 NA
2 JPMorgan JF Greater China Equity Off-Shore Fund JPMorgan -3.16 NA
3 DSP BlackRock World Energy Fund - Regular DSP BlackRock MF -0.84 NA
4 DSP BlackRock World Energy Fund - Institutional DSP BlackRock MF -0.75 NA
5 ING OptiMix Income Growth Multi Manager - 15% Equity Plan - A ING -0.64 11.14
6 ING Global Real Estate Fund ING -0.44 76.11
7 DWS Global Thematic Offshore Fund Deutsche -0.25 48.44
8 ING OptiMix Income Growth Multi Manager - 30% Equity Plan - A ING 0.11 23.40
9 IDFC All Seasons Bond Fund - Plan A IDFC 0.85 7.32
10 ICICI Prudential Very Cautious Plan Prudential 0.92 4.29
 
Close-Ended
 
Balanced Top
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Tata Smart Investment Plan - 1 - Scheme A Tata Mutual 1.42 NA
2 Tata Smart Investment Plan - 1 - Scheme B Tata Mutual 0.95 NA
3 LICMF Systematic Asset Allocation Fund LIC 0.89 26.58
4 Tata SIP Fund - Scheme II Tata Mutual 0.52 76.42
5 Tata SIP Fund - Scheme 1 Tata Mutual -4.97 73.37
 
Equity-Diversified Top
Top Performers - total schemes 35
No. Scheme Fund Qrtly Return % Annual Return %
1 DSP BlackRock Micro Cap Fund - Regular DSP BlackRock MF 16.58 213.97
2 Religare Mid Cap Fund Religare MF 8.66 155.56
3 HSBC Small Cap Fund HSBC 7.51 137.30
4 Principal PNB Long Term Equity Fund - 3 Year Plan - Series II Principal 6.96 180.46
5 HDFC Mid-Cap Opportunities Fund HDFC 5.97 142.04
Top Laggards - total schemes 35
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Core 11 Fund - Series 1 JM Financial -2.98 139.15
2 Fortis Sustainable Development Fund Fortis MF -2.38 81.68
3 Kotak Global Emerging Market Fund Kotak -1.62 80.80
4 Sundaram BNP Paribas Equity Multiplier Fund Sundaram -1.03 101.82
5 LICMF Infrastructure Fund LIC -0.84 79.31
 
Equity-ELSS Top
Top Performers - total schemes 12
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential R.I.G.H.T. Fund Prudential 3.98 NA
2 IDFC Tax Saver (ELSS) Fund IDFC 3.44 102.33
3 UTI Long Term Advantage Fund - Series I UTI 3.42 108.98
4 L&T Tax Advantage Fund - Series I L&T MF 2.56 NA
5 UTI Long Term Advantage Fund - Series II UTI 2.45 90.44
Top Laggards - total schemes 12
No. Scheme Fund Qrtly Return % Annual Return %
1 LICMF Taxplan LIC -1.53 79.48
2 JM Equity Tax Saver Fund - Series I JM Financial -1.53 98.07
3 Religare Agile Tax Fund Religare MF -0.70 45.60
4 Reliance Equity Linked Saving Fund - Series 1 Reliance -0.47 102.98
5 SBI Tax Advantage Fund Series 1 SBI 0.52 110.56
 
FOF Top
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 ING OptiMix Equity Multi - Manager FoF Scheme - II ING 1.16 95.40
2 Fortis Multi Manager Fund - Series 2B Fortis MF -0.15 16.79
3 ING OptiMix Dynamic Multi-Manager FoF Scheme - Series IV ING -2.99 21.98
4 ING OptiMix Dynamic Multi-Manager FoF Scheme - Series III ING -3.00 22.74
 
Sectoral-Infrastructure Top
Top Performers - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 HDFC Infrastructure Fund HDFC 1.67 140.03
2 Religare Infrastructure Fund Religare MF 1.14 85.38
3 Escorts Infrastructure Fund Escorts 1.04 68.69
4 L&T Infrastructure Fund L&T MF 0.14 112.64
5 SBI Infrastructure Fund - Series I SBI -0.30 115.38
Top Laggards - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Agri and Infra Fund JM Financial -6.16 52.90
2 UTI - Infrastructure Advantage Fund - Series I UTI -2.06 69.61
3 Tata Indo Global Infrastructure Fund Tata Mutual -1.13 81.51
4 SBI Infrastructure Fund - Series I SBI -0.69 106.10
 
Sectoral-Power Top
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Sundaram BNP Paribas Select Thematic Funds Energy Opportunities Sundaram -2.00 106.03
 
Income Top
Top Performers - total schemes 860
No. Scheme Fund Qrtly Return % Annual Return %
1 Franklin Templeton Fixed Tenure Fund - Series X - Plan C Templeton 2.47 26.24
2 JM Fixed Maturity Fund - Series XIII - 18 Months Plan 1 - Institutional JM Financial 2.44 12.71
3 Fortis FTP - Series 14 - Plan - C - Institutional Fortis MF 2.39 NA
4 HDFC FMP - 18 M - October 2009 - Series XI HDFC 2.29 NA
5 Birla Sun Life Fixed Term Plan - Series BV Birla 2.27 NA
Top Laggards - total schemes 860
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential FMP - Series 33 - Plan - A - Retail Prudential -2.76 19.15
2 SBI Capital Protection Oriented Fund - Series 1 SBI -0.72 7.95
3 UTI Investment Bond Fund - Retail UTI -0.22 -0.84
4 Canara Robeco Interval Series 2 - Quarterly Plan - 2 - Institutional Canbank 0.03 0.03
5 HDFC FMP - 18M - October 2008 - Series IX - Retail HDFC 0.20 8.65
 
Liquid Top
 
MIP Top
Top Performers - total schemes 6
No. Scheme Fund Qrtly Return % Annual Return %
1 Franklin Templeton Capital Safety Fund - 5 Years Plan Templeton 1.38 18.74
2 Sundaram BNP Paribas Capital Protection Oriented Fund - Series 1-5 Years Sundaram 0.92 16.62
3 Sundaram BNP Paribas Capital Protection Oriented Fund - Series 1-3 Years Sundaram 0.51 17.25
 
Structured Products Top
Top Performers - total schemes 29
No. Scheme Fund Qrtly Return % Annual Return %
1 Birla Sun Life Equity Linked FMP - Series D - Retail Birla 3.51 17.73
2 ICICI Prudential S M A R T Fund - Series D - Retail Prudential 3.15 27.68
3 ICICI Prudential S M A R T Fund - Series H - Retail Prudential 2.80 40.05
4 ICICI Prudential S M A R T Fund - Series H - Institutional Prudential 2.80 40.05
5 ICICI Prudential S M A R T Fund - Series F - Retail Prudential 2.42 42.48
Top Laggards - total schemes 29
No. Scheme Fund Qrtly Return % Annual Return %
1 DWS Fixed Term Fund - Series 50 - Plan A Deutsche -2.90 31.55
2 DWS Fixed Term Fund - Series 43 - Regular Deutsche -1.84 22.58
3 DWS Fixed Term Fund - Series 43 - Institutional Deutsche -1.84 22.58
4 ICICI Prudential S M A R T Fund - Series G - Retail Prudential -1.35 76.08
5 DWS Fixed Term Fund - Series 50 - Plan B Deutsche -0.61 17.95
 
Balanced Top
Top Performers - total schemes 6
No. Scheme Fund Qrtly Return % Annual Return %
1 Tata Smart Investment Plan - 1 - Scheme A Tata Mutual 1.42 NA
2 Tata Smart Investment Plan - 1 - Scheme B Tata Mutual 0.95 NA
3 LICMF Systematic Asset Allocation Fund LIC 0.89 26.58
4 Tata SIP Fund - Scheme II Tata Mutual 0.52 76.42
5 Tata SIP Fund - Scheme 1 Tata Mutual -4.97 73.37
 
FOF Top
Top Performers - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 ING OptiMix Equity Multi - Manager FoF Scheme - II ING 1.16 95.40
2 Fortis Multi Manager Fund - Series 2B Fortis MF -0.15 16.79
3 ING OptiMix Dynamic Multi-Manager FoF Scheme - Series IV ING -2.99 21.98
4 ING OptiMix Dynamic Multi-Manager FoF Scheme - Series III ING -3.00 22.74


 

 

 

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