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Top Performers/laggards for the Quarter Ended 03rd July 2009
Please click on the link below to view the top gainers and losers of that category
Open-Ended
FOF
ETF
Arbitrage Fund
ETF
Equity-Derivative
Equity-Diversified
Equity-ELSS
Equity-Index
FOF
Sectoral-Auto
Sectoral-Bank
Sectoral-Basic
Sectoral-FMCG
Sectoral-Financial Services
Sectoral-Healthcare
Sectoral-Infrastructure
Sectoral-Media and Entertainment
Sectoral-Pharma
Sectoral-Power
Sectoral-Services
Sectoral-TMT
Balanced
ETF
FOF
Gilt
Income
Liquid
Liquid - Plus
MIP
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 Kotak Equity FOF Kotak 44.67 17.25
2 FT India Life Stage Fund of Funds The 20s Plan Templeton 37.14 20.44
3 ING OptiMix 5 Star Multi - Manager FoF Scheme ING 36.89 6.73
4 Birla Sun Life AAF - Aggressive Plan Birla 35.68 23.24
5 ING OptiMix Asset Allocator Multi-Manager FoF ING 34.20 18.07
6 FT India Dynamic PE Ratio Fund of Funds Templeton 32.76 26.54
7 FT India Life Stage Fund of Funds The 30s Plan Templeton 26.37 19.30
8 Birla Sun Life AAF - Moderate Plan Birla 25.55 19.67
9 FT India Life Stage Fund of Funds The 40s Plan Templeton 22.31 17.43
10 ICICI Prudential Moderate Plan Prudential 19.44 10.40
11 Sundaram BNP Paribas Global Advantage Fund Sundaram 17.00 -23.25
12 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton 15.15 16.39
13 ICICI Prudential Cautious Plan Prudential 13.43 10.48
14 Birla Sun Life AAF - Conservative Plan Birla 10.74 14.22
15 AIG World Gold Fund AIG Global 2.10 -11.80
16 DSP BlackRock World Gold Fund DSP BlackRock MF 1.60 -13.65
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Very Cautious Plan Prudential 1.22 7.49
2 ING OptiMix Active Debt Multi - Manager FoF Scheme ING 1.74 11.06
3 IDFC All Seasons Bond Fund - Plan A IDFC 4.74 16.47
4 ING OptiMix Income Growth Multi Manager - 15% Equity Plan - A ING 6.10 2.29
5 DWS Global Thematic Offshore Fund Deutsche 8.89 -26.08
6 ING Global Real Estate Fund - Institutional ING 14.31 -26.64
7 ING Global Real Estate Fund ING 14.37 -26.58
8 ING Latin America Equity Fund ING 18.75 NA
9 ICICI Prudential Aggressive Plan Prudential 26.55 10.74
10 ICICI Prudential Very Aggressive Plan Prudential 33.52 10.92
 
ETF Top
Top Performers - total schemes 6
No. Scheme Fund Qrtly Return % Annual Return %
1 Nifty Junior BeES Benchmark 73.75 33.19
2 Bank BeES Benchmark 72.72 56.56
3 KOTAK PSU BANK ETF Kotak 65.85 70.21
4 PSU Bank BeES Benchmark 64.79 69.27
5 KOTAK SENSEX ETF Kotak 44.36 14.75
6 Quantum Gold Fund Quantum -2.97 8.92
7 UTI Gold Exchange Traded Fund UTI -2.97 8.84
8 Kotak Gold ETF Kotak -3.07 8.85
9 Gold BeES Benchmark -3.08 8.87
Top Laggards - total schemes 6
No. Scheme Fund Qrtly Return % Annual Return %
1 Quantum Index Fund Quantum 37.29 NA
2 Benchmark Nifty BeES Benchmark 37.69 12.35
3 Shariah BeES Benchmark 38.00 NA
 
Arbitrage Fund Top
Top Performers - total schemes 7
No. Scheme Fund Qrtly Return % Annual Return %
1 IDFC Arbitrage Plus Fund - Plan A (Regular) IDFC 11.41 19.08
2 JPMorgan India Alpha Fund JPMorgan 1.67 NA
3 JM Arbitrage Advantage Fund JM Financial 1.38 6.73
4 HDFC Arbitrage Fund - Wholesale HDFC 1.34 6.94
5 HDFC Arbitrage Fund - Retail HDFC 1.28 6.68
Top Laggards - total schemes 7
No. Scheme Fund Qrtly Return % Annual Return %
1 IDFC Arbitrage Plus Fund - Plan B (Institutional) IDFC 0.90 20.58
2 SBI ARBITRAGE Opportunities Fund SBI 1.26 6.38
 
ETF Top
Top Performers - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 Nifty Junior BeES Benchmark 73.75 33.19
2 Bank BeES Benchmark 72.72 56.56
3 KOTAK PSU BANK ETF Kotak 65.85 70.21
4 PSU Bank BeES Benchmark 64.79 69.27
5 KOTAK SENSEX ETF Kotak 44.36 14.75
6 Quantum Gold Fund Quantum -2.97 8.92
7 UTI Gold Exchange Traded Fund UTI -2.97 8.84
8 Kotak Gold ETF Kotak -3.07 8.85
9 Gold BeES Benchmark -3.08 8.87
Top Laggards - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 Quantum Index Fund Quantum 37.29 NA
2 Benchmark Nifty BeES Benchmark 37.69 12.35
3 Shariah BeES Benchmark 38.00 NA
 
Equity-Derivative Top
 
Equity-Diversified Top
Top Performers - total schemes 252
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Basic Fund JM Financial 83.58 -15.73
2 Principal Junior Cap Fund Principal 76.59 30.15
3 Sundaram BNP Paribas CAPEX Opportunities Fund - Regular Sundaram 75.59 11.48
4 Sahara Mid-Cap Fund Sahara 75.31 17.37
5 JM Small & Mid Cap Fund - Regular JM Financial 71.18 -43.26
Top Laggards - total schemes 252
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Top 100 Fund UTI -30.82 -43.82
2 Birla Sun Life Commodity Equities Fund - Global Precious Metals Plan - Retail Birla -5.83 NA
3 Birla Sun Life Commodity Equities Fund - Global Multi Commodity Plan - Retail Birla -0.23 NA
4 IDFC Arbitrage Fund - Plan A (Regular) IDFC 0.78 5.30
5 IDFC Arbitrage Fund - Plan B (Institutional) IDFC 0.90 5.83
 
Equity-ELSS Top
Top Performers - total schemes 37
No. Scheme Fund Qrtly Return % Annual Return %
1 Birla Sun Life Tax Relief 96 Birla 56.59 17.28
2 DBS Chola Tax Saver Fund Chola 56.56 14.97
3 Libra Taxshield 96 Taurus 55.83 23.75
4 Bharti AXA Tax Advantage Fund - Regular Bharti 54.78 NA
5 Bharti AXA Tax Advantage Fund - Eco Plan Bharti 54.78 NA
Top Laggards - total schemes 37
No. Scheme Fund Qrtly Return % Annual Return %
1 IDFC Tax Advantage (ELSS) Fund IDFC 30.03 NA
2 JPMorgan India Tax Advantage Fund JPMorgan 32.06 NA
3 Edelweiss ELSS Fund Edelweiss 33.45 NA
4 Tata Infrastructure Tax Saving Fund Tata Mutual 34.53 NA
5 DWS Tax Saving Fund Deutsche 34.73 -1.51
 
Equity-Index Top
Top Performers - total schemes 24
No. Scheme Fund Qrtly Return % Annual Return %
1 LICMF Index Fund - Sensex Advantage Plan LIC 44.82 14.17
2 Benchmark S&P CNX 500 Fund Benchmark 44.67 NA
3 HDFC Index Sensex Plus Plan HDFC 44.51 20.34
4 UTI Master Index Fund UTI 43.73 12.38
5 Tata Index Fund - Sensex Plan - A Tata Mutual 43.56 12.90
Top Laggards - total schemes 24
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Index Fund - Institutional Option I Prudential -6.08 NA
2 JM Nifty Plus Fund JM Financial 32.87 NA
3 HDFC Index Nifty Plan HDFC 35.38 11.21
4 LICMF Index Fund - Nifty Plan LIC 35.64 7.96
5 Principal Index Fund Principal 36.43 9.30
 
FOF Top
Top Performers - total schemes 12
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Equity FOF Kotak 44.67 17.25
2 FT India Life Stage Fund of Funds The 20s Plan Templeton 37.14 20.44
3 ING OptiMix 5 Star Multi - Manager FoF Scheme ING 36.89 6.73
4 Birla Sun Life AAF - Aggressive Plan Birla 35.68 23.24
5 ING OptiMix Asset Allocator Multi-Manager FoF ING 34.20 18.07
6 FT India Dynamic PE Ratio Fund of Funds Templeton 32.76 26.54
7 FT India Life Stage Fund of Funds The 30s Plan Templeton 26.37 19.30
8 Birla Sun Life AAF - Moderate Plan Birla 25.55 19.67
9 FT India Life Stage Fund of Funds The 40s Plan Templeton 22.31 17.43
10 ICICI Prudential Moderate Plan Prudential 19.44 10.40
11 Sundaram BNP Paribas Global Advantage Fund Sundaram 17.00 -23.25
12 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton 15.15 16.39
13 ICICI Prudential Cautious Plan Prudential 13.43 10.48
14 Birla Sun Life AAF - Conservative Plan Birla 10.74 14.22
15 AIG World Gold Fund AIG Global 2.10 -11.80
16 DSP BlackRock World Gold Fund DSP BlackRock MF 1.60 -13.65
Top Laggards - total schemes 12
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Very Cautious Plan Prudential 1.22 7.49
2 ING OptiMix Active Debt Multi - Manager FoF Scheme ING 1.74 11.06
3 IDFC All Seasons Bond Fund - Plan A IDFC 4.74 16.47
4 ING OptiMix Income Growth Multi Manager - 15% Equity Plan - A ING 6.10 2.29
5 DWS Global Thematic Offshore Fund Deutsche 8.89 -26.08
6 ING Global Real Estate Fund - Institutional ING 14.31 -26.64
7 ING Global Real Estate Fund ING 14.37 -26.58
8 ING Latin America Equity Fund ING 18.75 NA
9 ICICI Prudential Aggressive Plan Prudential 26.55 10.74
10 ICICI Prudential Very Aggressive Plan Prudential 33.52 10.92
 
Sectoral-Auto Top
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Transportation and Logistics Fund UTI 38.96 27.50
 
Sectoral-Bank Top
Returns - total schemes 5
No. Scheme Fund Qrtly Return % Annual Return %
1 Reliance Banking Fund Reliance 62.10 49.63
2 UTI Banking Sector Fund UTI 61.93 52.88
3 Reliance Banking Fund - Institutional Plan Reliance 59.30 NA
4 Religare Banking Fund - Retail Religare MF 55.10 NA
 
Sectoral-Basic Top
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Petro Fund UTI 36.08 11.06
 
Sectoral-FMCG Top
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 Franklin FMCG Fund Templeton 23.64 17.71
2 SBI Magnum Sector Funds Umbrella - FMCG Fund SBI 20.71 14.41
3 ICICI Prudential FMCG Fund Prudential 20.56 -3.05
 
Sectoral-Financial Services Top
Returns - total schemes 5
No. Scheme Fund Qrtly Return % Annual Return %
1 Sahara Banking and Financial Services Fund Sahara 73.36 NA
2 Sundaram BNP Paribas Select Thematic Funds Financial Services Opportunities - Regular Sundaram 69.61 35.52
3 ICICI Prudential Banking and Financial Services Fund - Retail Prudential 61.59 NA
 
Sectoral-Healthcare Top
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Large Cap Fund JM Financial 37.07 -11.41
 
Sectoral-Infrastructure Top
Top Performers - total schemes 15
No. Scheme Fund Qrtly Return % Annual Return %
1 Taurus Infrastructure Fund Taurus 86.39 34.82
2 Birla Sun Life Infrastructure Fund - Plan A Birla 60.07 21.94
3 Sahara Infrastructure Fund - Variable Pricing Option Sahara 59.71 35.03
4 Sahara Infrastructure Fund - Fixed Pricing Option Sahara 59.43 34.03
5 AIG Infrastructure And Economic Reform Fund - Institutional AIG Global 54.34 17.22
Top Laggards - total schemes 15
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Infrastructure Fund Prudential 35.19 13.62
2 ICICI Prudential Infrastructure Fund - Institutional Option - I Prudential 35.45 14.46
3 Principal Services Industries Fund Principal 41.46 12.49
4 UTI Infrastructure Fund UTI 41.80 11.95
5 Tata Infrastructure Fund Tata Mutual 49.52 8.65
 
Sectoral-Media and Entertainment Top
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 Reliance Media and Entertainment Fund Reliance 36.00 -9.90
2 Sundaram BNP Paribas Media and Entertainment Opportunities - Regular Sundaram 34.11 20.01
 
Sectoral-Pharma Top
Returns - total schemes 4
No. Scheme Fund Qrtly Return % Annual Return %
1 SBI Magnum Sector Funds Umbrella - Pharma Fund SBI 46.68 -12.17
2 Franklin Pharma Fund Templeton 37.78 11.61
3 Reliance Pharma Fund Reliance 35.28 19.46
4 UTI Pharma and Healthcare Fund UTI 19.78 -4.02
 
Sectoral-Power Top
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 Sahara Power And Natural Resources Fund Sahara 61.85 21.70
2 Reliance Diversified Power Sector Fund - Institutional Reliance 54.85 28.04
3 Reliance Diversified Power Sector Fund Reliance 54.77 27.87
4 Escorts Power and Energy Fund Escorts 48.38 NA
 
Sectoral-Services Top
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 Tata Service Industries Fund Tata Mutual 61.62 8.52
2 ICICI Prudential Services Industries Fund Prudential 47.52 -2.52
3 JM Financial Services Sector JM Financial 44.80 -11.10
 
Sectoral-TMT Top
Top Performers - total schemes 10
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Telecom Sector Fund JM Financial 56.94 -1.47
2 SBI Magnum Sector Funds Umbrella - IT Fund SBI 50.59 -25.45
3 UTI Services Sector Fund UTI 47.18 7.07
4 DSP BlackRock Technology.com Fund DSP BlackRock MF 46.20 -13.19
5 ICICI Prudential Technology Fund Prudential 43.99 -20.43
Top Laggards - total schemes 10
No. Scheme Fund Qrtly Return % Annual Return %
1 Franklin Infotech Fund Templeton 35.92 -11.90
2 Kotak Technology Plan Kotak 37.30 -14.71
3 Birla Sun Life New Millennium Birla 42.75 -13.89
 
Balanced Top
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 HDFC Prudence Fund HDFC 45.41 25.35
2 ICICI Prudential Child Care Gift Plan Prudential 44.23 -5.67
3 Escorts Balanced Fund Escorts 44.14 10.50
4 JM Balanced Fund JM Financial 41.48 0.53
5 Birla Sun Life 95 Fund Birla 40.24 29.51
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Baroda Pioneer Children Fund - Gift Plan Baroda Pioneer MF -0.16 0.44
2 ICICI Prudential Blended Plan A Prudential 1.15 6.75
3 ICICI Prudential Blended Plan B Prudential 1.41 6.44
4 Prudential ICICI Blended Plan B - Institutional Prudential 1.79 NA
5 UTI RBUP 1994 UTI 5.12 7.17
 
ETF Top
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Nifty Junior BeES Benchmark 73.75 33.19
2 Bank BeES Benchmark 72.72 56.56
3 KOTAK PSU BANK ETF Kotak 65.85 70.21
4 PSU Bank BeES Benchmark 64.79 69.27
5 KOTAK SENSEX ETF Kotak 44.36 14.75
6 Quantum Gold Fund Quantum -2.97 8.92
7 UTI Gold Exchange Traded Fund UTI -2.97 8.84
8 Kotak Gold ETF Kotak -3.07 8.85
9 Gold BeES Benchmark -3.08 8.87
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Quantum Index Fund Quantum 37.29 NA
2 Benchmark Nifty BeES Benchmark 37.69 12.35
3 Shariah BeES Benchmark 38.00 NA
 
FOF Top
Top Performers - total schemes 14
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Equity FOF Kotak 44.67 17.25
2 FT India Life Stage Fund of Funds The 20s Plan Templeton 37.14 20.44
3 ING OptiMix 5 Star Multi - Manager FoF Scheme ING 36.89 6.73
4 Birla Sun Life AAF - Aggressive Plan Birla 35.68 23.24
5 ING OptiMix Asset Allocator Multi-Manager FoF ING 34.20 18.07
6 FT India Dynamic PE Ratio Fund of Funds Templeton 32.76 26.54
7 FT India Life Stage Fund of Funds The 30s Plan Templeton 26.37 19.30
8 Birla Sun Life AAF - Moderate Plan Birla 25.55 19.67
9 FT India Life Stage Fund of Funds The 40s Plan Templeton 22.31 17.43
10 ICICI Prudential Moderate Plan Prudential 19.44 10.40
11 Sundaram BNP Paribas Global Advantage Fund Sundaram 17.00 -23.25
12 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton 15.15 16.39
13 ICICI Prudential Cautious Plan Prudential 13.43 10.48
14 Birla Sun Life AAF - Conservative Plan Birla 10.74 14.22
15 AIG World Gold Fund AIG Global 2.10 -11.80
16 DSP BlackRock World Gold Fund DSP BlackRock MF 1.60 -13.65
Top Laggards - total schemes 14
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Very Cautious Plan Prudential 1.22 7.49
2 ING OptiMix Active Debt Multi - Manager FoF Scheme ING 1.74 11.06
3 IDFC All Seasons Bond Fund - Plan A IDFC 4.74 16.47
4 ING OptiMix Income Growth Multi Manager - 15% Equity Plan - A ING 6.10 2.29
5 DWS Global Thematic Offshore Fund Deutsche 8.89 -26.08
6 ING Global Real Estate Fund - Institutional ING 14.31 -26.64
7 ING Global Real Estate Fund ING 14.37 -26.58
8 ING Latin America Equity Fund ING 18.75 NA
9 ICICI Prudential Aggressive Plan Prudential 26.55 10.74
10 ICICI Prudential Very Aggressive Plan Prudential 33.52 10.92
 
Gilt Top
Top Performers - total schemes 91
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Gilt fund Investment Plan - PF Prudential 8.99 44.50
2 ING Vysya Gilt Fund ING 7.42 23.34
3 ICICI Prudential Gilt fund Investment Plan Prudential 7.12 33.14
4 IDFC Govt.Sec.Fund - P F - Institutional Plan IDFC 6.82 21.59
5 IDFC Govt.Sec.Fund - P F - Regular IDFC 6.70 21.29
Top Laggards - total schemes 91
No. Scheme Fund Qrtly Return % Annual Return %
1 IDFC Govt.Sec.Fund Short Term Plan - Plan B - Institutional IDFC -1.33 NA
2 JM G-Sec Fund - PF Plus Plan JM Financial -0.18 -7.49
3 Religare Gilt Fund Short Duration Plan - Retail Religare MF 0.18 3.22
4 Mirae Asset Gilt Fund - Savings Plan - Regular Plan Mirae 0.38 NA
5 UTI G-SEC - Short Term Plan UTI 0.44 8.15
 
Income Top
Top Performers - total schemes 306
No. Scheme Fund Qrtly Return % Annual Return %
1 LICMF Children`s Fund LIC 46.60 -3.29
2 Reliance Regular Savings Fund - Balanced Option Reliance 45.42 32.42
3 SBI Magnum NRI Investment Fund - FlexiAsset Plan SBI 36.85 9.17
4 UTI CCP Advantage Fund UTI 25.79 17.35
5 UTI Childrens Career Plan Balanced UTI 15.62 2.75
Top Laggards - total schemes 306
No. Scheme Fund Qrtly Return % Annual Return %
1 Franklin India International Fund Templeton -3.57 13.45
2 JM Income Fund JM Financial -0.76 -3.81
3 HDFC Quarterly Interval Fund - Plan C - Wholesale HDFC -0.62 -8.61
4 Tata Income Plus Fund - A Tata Mutual -0.20 6.99
5 Tata Income Plus Fund - B Tata Mutual -0.20 7.02
 
Liquid Top
Top Performers - total schemes 142
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Short Term Fund - Institutional JM Financial 2.28 16.97
2 Escorts Liquid Plan Escorts 2.20 9.73
3 JM Money Manager Fund - Super Plan JM Financial 1.84 9.28
4 Sahara Liquid Fund - Variable Pricing Option Sahara 1.75 8.97
5 Sahara Liquid Fund - Fixed Pricing Option Sahara 1.73 8.77
Top Laggards - total schemes 142
No. Scheme Fund Qrtly Return % Annual Return %
1 DWS Money Plus Fund - Institutional Plan Deutsche -17.20 -11.76
2 Taurus Liquid Fund - Institutional Taurus -0.01 NA
3 Fortis Short Term Income Fund - Institutional Fortis MF 0.00 -0.14
4 Principal Money Manager Fund - Institutional Principal 0.00 1.24
5 Taurus Liquid Fund - Super Institutional Taurus 0.00 NA
 
Liquid - Plus Top
 
MIP Top
Top Performers - total schemes 42
No. Scheme Fund Qrtly Return % Annual Return %
1 HDFC Monthly Income Plan - Long Term Plan HDFC 17.68 23.71
2 ICICI Prudential Income Multiplier Fund Prudential 14.74 17.38
3 Birla Sun Life MIP II - Wealth 25 Plan Birla 13.09 18.51
4 UTI MIS - Advantage Plan UTI 12.06 18.22
5 Principal Monthly Income Plan - Plus Principal 12.02 14.19
Top Laggards - total schemes 42
No. Scheme Fund Qrtly Return % Annual Return %
1 Baroda Pioneer MIP Fund Baroda Pioneer MF -0.27 0.74
2 LICMF Floater - MIP - B LIC -0.02 0.34
3 ING Dynamic Duration Fund ING 0.99 8.64
4 DSP BlackRock Savings Manager Fund - Conservative DSP BlackRock MF 2.76 6.42
5 SBI Magnum Monthly Income Plan - Floater SBI 3.78 3.79
 
Balanced Top
Top Performers - total schemes 45
No. Scheme Fund Qrtly Return % Annual Return %
1 HDFC Prudence Fund HDFC 45.41 25.35
2 ICICI Prudential Child Care Gift Plan Prudential 44.23 -5.67
3 Escorts Balanced Fund Escorts 44.14 10.50
4 JM Balanced Fund JM Financial 41.48 0.53
5 Birla Sun Life 95 Fund Birla 40.24 29.51
Top Laggards - total schemes 45
No. Scheme Fund Qrtly Return % Annual Return %
1 Baroda Pioneer Children Fund - Gift Plan Baroda Pioneer MF -0.16 0.44
2 ICICI Prudential Blended Plan A Prudential 1.15 6.75
3 ICICI Prudential Blended Plan B Prudential 1.41 6.44
4 Prudential ICICI Blended Plan B - Institutional Prudential 1.79 NA
5 UTI RBUP 1994 UTI 5.12 7.17
 
FOF Top
Top Performers - total schemes 8
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Equity FOF Kotak 44.67 17.25
2 FT India Life Stage Fund of Funds The 20s Plan Templeton 37.14 20.44
3 ING OptiMix 5 Star Multi - Manager FoF Scheme ING 36.89 6.73
4 Birla Sun Life AAF - Aggressive Plan Birla 35.68 23.24
5 ING OptiMix Asset Allocator Multi-Manager FoF ING 34.20 18.07
6 FT India Dynamic PE Ratio Fund of Funds Templeton 32.76 26.54
7 FT India Life Stage Fund of Funds The 30s Plan Templeton 26.37 19.30
8 Birla Sun Life AAF - Moderate Plan Birla 25.55 19.67
9 FT India Life Stage Fund of Funds The 40s Plan Templeton 22.31 17.43
10 ICICI Prudential Moderate Plan Prudential 19.44 10.40
11 Sundaram BNP Paribas Global Advantage Fund Sundaram 17.00 -23.25
12 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton 15.15 16.39
13 ICICI Prudential Cautious Plan Prudential 13.43 10.48
14 Birla Sun Life AAF - Conservative Plan Birla 10.74 14.22
15 AIG World Gold Fund AIG Global 2.10 -11.80
16 DSP BlackRock World Gold Fund DSP BlackRock MF 1.60 -13.65
Top Laggards - total schemes 8
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Very Cautious Plan Prudential 1.22 7.49
2 ING OptiMix Active Debt Multi - Manager FoF Scheme ING 1.74 11.06
3 IDFC All Seasons Bond Fund - Plan A IDFC 4.74 16.47
4 ING OptiMix Income Growth Multi Manager - 15% Equity Plan - A ING 6.10 2.29
5 DWS Global Thematic Offshore Fund Deutsche 8.89 -26.08
6 ING Global Real Estate Fund - Institutional ING 14.31 -26.64
7 ING Global Real Estate Fund ING 14.37 -26.58
8 ING Latin America Equity Fund ING 18.75 NA
9 ICICI Prudential Aggressive Plan Prudential 26.55 10.74
10 ICICI Prudential Very Aggressive Plan Prudential 33.52 10.92
 
Close-Ended
 
Balanced Top
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Dynamic Asset Allocation Scheme Kotak 41.71 12.04
2 Tata SIP Fund - Scheme 1 Tata Mutual 38.17 5.20
3 Tata SIP Fund - Scheme II Tata Mutual 33.46 9.64
4 LICMF Systematic Asset Allocation Fund LIC 17.26 7.73
5 ING Vysya Dynamic Asset Allocation Fund ING 1.00 4.22
 
Equity-Diversified Top
Top Performers - total schemes 43
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Core 11 Fund - Series 1 JM Financial 89.06 -42.55
2 DSP BlackRock Micro Cap Fund - Regular DSP BlackRock MF 68.88 -8.63
3 ING Vysya C.U.B Fund ING 68.78 -0.33
4 Sundaram BNP Paribas Select Small Cap Sundaram 62.01 1.79
5 Principal PNB Long Term Equity Fund - 3 Year Plan - Series II Principal 61.91 -5.11
Top Laggards - total schemes 43
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Global Emerging Market Fund Kotak 24.05 -29.01
2 LICMF India Vision Fund LIC 32.65 -7.40
3 UTI MEP Unit Scheme UTI 34.71 16.92
4 UTI India Lifestyle Fund UTI 35.76 13.84
5 LICMF TOP 100 FUND LIC 35.82 11.95
 
Equity-ELSS Top
Top Performers - total schemes 10
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Equity Tax Saver Fund - Series I JM Financial 53.52 -16.96
2 SBI Tax Advantage Fund Series 1 SBI 48.13 12.32
3 UTI Long Term Advantage Fund - Series I UTI 46.88 12.50
4 Tata Tax Advantage Fund - 1 Tata Mutual 42.53 12.41
5 LICMF Taxplan LIC 42.35 18.01
Top Laggards - total schemes 10
No. Scheme Fund Qrtly Return % Annual Return %
1 Religare Agile Tax Fund Religare MF 11.70 -11.38
2 ING OptiMix Retireinvest Fund Series I ING 34.97 5.35
3 UTI Long Term Advantage Fund - Series II UTI 35.53 17.08
4 Reliance Equity Linked Saving Fund - Series 1 Reliance 36.67 9.50
5 IDFC Tax Saver (ELSS) Fund IDFC 36.78 1.94
 
FOF Top
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 ING OptiMix Equity Multi - Manager FoF Scheme - II ING 35.80 5.23
2 ING OptiMix Equity Multi - Manager FoF Scheme ING 35.54 3.83
3 ING OptiMix Dynamic Multi-Manager FoF Scheme - Series III ING 8.42 -7.87
4 ING OptiMix Dynamic Multi-Manager FoF Scheme - Series IV ING 8.12 -8.39
5 Fortis Multi Manager Fund - Series 2A Fortis MF 5.75 10.34
6 Fortis Multi Manager Fund - Series 2B Fortis MF 4.99 8.87
7 Fortis Multi Manager Fund - Series 3 - Regular Fortis MF 1.53 4.35
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 ING OptiMix Dynamic Multi-Manager FoF Scheme - Series II ING 0.76 5.42
2 ING OptiMix Dynamic Multi-Manager FoF ING 0.83 2.35
 
Sectoral-Infrastructure Top
Top Performers - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 DBS Chola Infrastructure Fund Chola 68.27 1.30
2 HDFC Infrastructure Fund HDFC 64.73 22.82
3 SBI Infrastructure Fund - Series I SBI 55.46 13.26
4 SBI Infrastructure Fund - Series I SBI 52.33 10.25
5 Tata Indo Global Infrastructure Fund Tata Mutual 46.51 -6.41
Top Laggards - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI - Infrastructure Advantage Fund - Series I UTI 33.88 10.20
2 JM Agri and Infra Fund JM Financial 34.14 -42.86
3 Religare Infrastructure Fund Religare MF 34.35 8.54
4 Escorts Infrastructure Fund Escorts 46.47 -10.43
 
Sectoral-Power Top
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Sundaram BNP Paribas Select Thematic Funds Energy Opportunities Sundaram 50.36 10.34
 
Income Top
Top Performers - total schemes 1281
No. Scheme Fund Qrtly Return % Annual Return %
1 Franklin Templeton Fixed Tenure Fund - Series II (60 Month Plan) Templeton 17.15 19.09
2 Franklin Templeton Fixed Tenure Fund - Series Vl (60 Month Plan) Templeton 13.41 14.00
3 Franklin Templeton Fixed Tenure Fund - Series IV (60 Month Plan) Templeton 13.04 14.34
4 ICICI Prudential FMP - Series 33 - Plan - A - Retail Prudential 12.92 7.82
5 Franklin Templeton Fixed Tenure Fund - Series VIIl (60 Months) - Plan A Templeton 12.63 14.22
Top Laggards - total schemes 1281
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Investment Bond Fund - Retail UTI -0.36 1.37
2 Canara Robeco Interval Series 2 - Quarterly Plan - 2 - Institutional Canbank 0.00 NA
3 UTI FMP Yearly Series June 08 - Regular UTI 0.45 6.87
4 UTI FMP Yearly Series June 08 - Institutional UTI 0.45 6.87
5 Reliance Fixed Horizon Fund - X - Series 4 - Retail Reliance 0.63 NA
 
Liquid Top
 
MIP Top
Top Performers - total schemes 7
No. Scheme Fund Qrtly Return % Annual Return %
1 Sundaram BNP Paribas Capital Protection Oriented Fund - Series 1-5 Years Sundaram 9.32 11.91
2 Franklin Templeton Capital Safety Fund - 5 Years Plan Templeton 9.29 16.69
3 Sundaram BNP Paribas Capital Protection Oriented Fund - Series 1-3 Years Sundaram 8.46 9.26
4 Franklin Templeton Capital Safety Fund - 3 Years Plan Templeton 5.68 10.55
 
Structured Products Top
Top Performers - total schemes 29
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential S M A R T Fund - Series G - Retail Prudential 35.41 NA
2 Birla Sun Life Equity Linked FMP - Series A - Retail Birla 20.71 NA
3 ICICI Prudential S M A R T Fund - Series F - Retail Prudential 18.98 NA
4 ICICI Prudential S M A R T Fund - Series F - Institutional Prudential 18.98 NA
5 ICICI Prudential S M A R T Fund - Series H - Retail Prudential 18.85 NA
Top Laggards - total schemes 29
No. Scheme Fund Qrtly Return % Annual Return %
1 Birla Sun Life Capital Protection Oriented Fund - 3 Years Birla 2.48 6.44
2 ICICI Prudential S M A R T Fund - Series A - Retail Prudential 4.14 NA
3 ICICI Prudential S M A R T Fund - Series A - Institutional Prudential 4.14 NA
4 Birla Sun Life Capital Protection Oriented Fund - 5 Years Birla 5.49 12.83
5 Birla Sun Life Equity Linked FMP - Series C - Retail Birla 5.96 NA
 
Balanced Top
Top Performers - total schemes 7
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Dynamic Asset Allocation Scheme Kotak 41.71 12.04
2 Tata SIP Fund - Scheme 1 Tata Mutual 38.17 5.20
3 Tata SIP Fund - Scheme II Tata Mutual 33.46 9.64
4 LICMF Systematic Asset Allocation Fund LIC 17.26 7.73
5 ING Vysya Dynamic Asset Allocation Fund ING 1.00 4.22
 
FOF Top
Top Performers - total schemes 11
No. Scheme Fund Qrtly Return % Annual Return %
1 ING OptiMix Equity Multi - Manager FoF Scheme - II ING 35.80 5.23
2 ING OptiMix Equity Multi - Manager FoF Scheme ING 35.54 3.83
3 ING OptiMix Dynamic Multi-Manager FoF Scheme - Series III ING 8.42 -7.87
4 ING OptiMix Dynamic Multi-Manager FoF Scheme - Series IV ING 8.12 -8.39
5 Fortis Multi Manager Fund - Series 2A Fortis MF 5.75 10.34
6 Fortis Multi Manager Fund - Series 2B Fortis MF 4.99 8.87
7 Fortis Multi Manager Fund - Series 3 - Regular Fortis MF 1.53 4.35
Top Laggards - total schemes 11
No. Scheme Fund Qrtly Return % Annual Return %
1 ING OptiMix Dynamic Multi-Manager FoF Scheme - Series II ING 0.76 5.42
2 ING OptiMix Dynamic Multi-Manager FoF ING 0.83 2.35


 

 

 

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