This document provides CRISIL Mutual Fund rankings for various categories of mutual funds for the quarter ending March 2014. It lists the top performing mutual funds in categories such as large cap equity funds, diversified equity funds, small and midcap equity funds, thematic funds focused on infrastructure, equity linked savings schemes and debt funds across categories like balanced funds, income funds, gilt funds and short term funds. It provides details of the mean return, volatility, industry and company concentration, and liquidity of the top mutual funds in each category.
This document provides a summary of Chitra Ramkrishna's career and accomplishments. It outlines her roles as the first woman managing director and CEO of the National Stock Exchange of India, as well as her previous positions at the National Stock Exchange, Securities and Exchange Board of India, and Industrial Development Bank of India. The summary highlights that she has helped scale the National Stock Exchange to new heights and maintain its legacy as one of the world's largest exchanges. It also lists some of the awards and recognition she has received for her leadership and contributions to the financial sector in India.
CapitalStars Award Winning,SEBI registered investment advisory company.We provide intraday & positional services in equity,derivative ,commodity & currency
India's financial services sector has experienced robust growth in recent years. Assets under management by the mutual fund industry have more than doubled since FY07 to over US$ 325 billion as of September 2017. Corporate investors account for the largest share of mutual fund assets at around 47%, followed by high net worth individuals and retail investors. The number of listed companies on Indian stock exchanges has increased significantly over the past decade, and the amount raised through initial public offerings has grown substantially in recent years, indicating a vibrant capital market. India is also emerging as a key market for wealth management, as the number of high net worth individuals in the country is projected to double by 2020.
Mutual funds pool money from many investors to purchase securities. They are operated by professional money managers who allocate funds to try and produce capital gains or income. In India, mutual funds have a three-tier structure with asset management companies, trustees, and sponsor organizations or banks. Mutual funds provide benefits like liquidity, diversification, flexibility, accessibility, and expert management. However, they also carry risks like market risk, credit risk, interest rate risk, and liquidity risk that can be measured by indicators like beta, standard deviation, and the Sharpe ratio. Common fund types include money market funds, fixed income funds, equity funds, balanced funds, index funds, and specialty funds.
Factsheet for Franklin Templeton Mutual Fund- WishfinAnvi Sharma
The scheme seeks medium to long term growth of capital, with income tax rebate. The scheme invests in equities and there is an exposure to PSU Bonds and debentures and Money Market instruments.
The document provides an overview of HDFC Bank Limited, including:
1) HDFC Bank was established in 1994 and has grown to have over 760 branches and 1,977 ATMs across India.
2) In 2000, HDFC Bank merged with Times Bank, adding to its branch network and customer base.
3) As of 2007, HDFC Bank had total assets of over Rs. 23,507,700 thousand, with current assets of over Rs. 1,968,200 thousand and long term investments of Rs. 19,512,200 thousand. Total liabilities were over Rs. 21,987,800 thousand.
The document provides an overview of the mutual funds industry in India from its origins in 1963 through 2003. It discusses the growth of the industry from only one company (UTI) until 1987 to include many private sector players by 2003. It summarizes key findings on unitholding patterns, including that individual investors accounted for 97% of accounts but only 41% of assets, while corporations contributed 57% of assets. It also discusses regulatory changes, new funds launched, dividends declared by various companies, and speeches given on the industry. The crisis at UTI from 1999-2002 is examined, noting structural flaws and officials using funds imprudently.
India's financial services sector has grown significantly in recent years and is poised for further expansion. Assets under management by the mutual fund industry have more than doubled since 2007. The life and non-life insurance segments have also grown substantially, with the life insurance market increasing from $10 billion in 2002 to $56.05 billion in 2016. Wealth management is an emerging segment in India as the number of high net worth individuals is rising steadily. Overall, various segments of the financial services industry are benefiting from rising incomes, a push for financial inclusion, and growing investor participation.
This document provides a summary of Chitra Ramkrishna's career and accomplishments. It outlines her roles as the first woman managing director and CEO of the National Stock Exchange of India, as well as her previous positions at the National Stock Exchange, Securities and Exchange Board of India, and Industrial Development Bank of India. The summary highlights that she has helped scale the National Stock Exchange to new heights and maintain its legacy as one of the world's largest exchanges. It also lists some of the awards and recognition she has received for her leadership and contributions to the financial sector in India.
CapitalStars Award Winning,SEBI registered investment advisory company.We provide intraday & positional services in equity,derivative ,commodity & currency
India's financial services sector has experienced robust growth in recent years. Assets under management by the mutual fund industry have more than doubled since FY07 to over US$ 325 billion as of September 2017. Corporate investors account for the largest share of mutual fund assets at around 47%, followed by high net worth individuals and retail investors. The number of listed companies on Indian stock exchanges has increased significantly over the past decade, and the amount raised through initial public offerings has grown substantially in recent years, indicating a vibrant capital market. India is also emerging as a key market for wealth management, as the number of high net worth individuals in the country is projected to double by 2020.
Mutual funds pool money from many investors to purchase securities. They are operated by professional money managers who allocate funds to try and produce capital gains or income. In India, mutual funds have a three-tier structure with asset management companies, trustees, and sponsor organizations or banks. Mutual funds provide benefits like liquidity, diversification, flexibility, accessibility, and expert management. However, they also carry risks like market risk, credit risk, interest rate risk, and liquidity risk that can be measured by indicators like beta, standard deviation, and the Sharpe ratio. Common fund types include money market funds, fixed income funds, equity funds, balanced funds, index funds, and specialty funds.
Factsheet for Franklin Templeton Mutual Fund- WishfinAnvi Sharma
The scheme seeks medium to long term growth of capital, with income tax rebate. The scheme invests in equities and there is an exposure to PSU Bonds and debentures and Money Market instruments.
The document provides an overview of HDFC Bank Limited, including:
1) HDFC Bank was established in 1994 and has grown to have over 760 branches and 1,977 ATMs across India.
2) In 2000, HDFC Bank merged with Times Bank, adding to its branch network and customer base.
3) As of 2007, HDFC Bank had total assets of over Rs. 23,507,700 thousand, with current assets of over Rs. 1,968,200 thousand and long term investments of Rs. 19,512,200 thousand. Total liabilities were over Rs. 21,987,800 thousand.
The document provides an overview of the mutual funds industry in India from its origins in 1963 through 2003. It discusses the growth of the industry from only one company (UTI) until 1987 to include many private sector players by 2003. It summarizes key findings on unitholding patterns, including that individual investors accounted for 97% of accounts but only 41% of assets, while corporations contributed 57% of assets. It also discusses regulatory changes, new funds launched, dividends declared by various companies, and speeches given on the industry. The crisis at UTI from 1999-2002 is examined, noting structural flaws and officials using funds imprudently.
India's financial services sector has grown significantly in recent years and is poised for further expansion. Assets under management by the mutual fund industry have more than doubled since 2007. The life and non-life insurance segments have also grown substantially, with the life insurance market increasing from $10 billion in 2002 to $56.05 billion in 2016. Wealth management is an emerging segment in India as the number of high net worth individuals is rising steadily. Overall, various segments of the financial services industry are benefiting from rising incomes, a push for financial inclusion, and growing investor participation.
The document provides an overview of the financial services sector in India. Some key points:
- Assets under management by India's mutual fund industry have more than doubled since 2007 and reached US$333 billion in 2017.
- Corporate investors account for the largest share (46%) of mutual fund assets, followed by high net worth individuals (28%) and retail investors (23%).
- The life insurance market has grown from US$10 billion in 2002 to US$56 billion in 2016, while the non-life insurance market increased from US$2.6 billion to US$19.7 billion over the same period.
- Equity market turnover on the National Stock Exchange increased significantly in recent years, reaching US
Brics Pms Performance Update 30 July 2010vivekmavani
The document provides performance summaries of the BRICS Growth multiple-strategy trend rated automatic trading system and various indices from October 2009 to July 2010. Over this period, BRICS Growth outperformed major Indian indices like Nifty, Sensex, S&P CNX 500, and CNX Midcap on a monthly, quarterly, half-yearly, year-to-date, and since inception basis, with returns ranging from 0.76% to 32.40% compared to the indices' returns of -7.31% to 16.85%. Charts also show BRICS Growth outperforming the indices on a normalized and relative basis over this period.
India PR Wire Mar 18, 2009 Promoters Of 440 Companies Pledged Shares Worth $1...Jagannadham Thunuguntla
"A lot of these pledges happened during the bull run," said Jagannadham Thunuguntla, equity head with SMC Capital. "Promoters sought to take advantage of overpriced shares to raise fresh capital."
Naina Lal Kidwai is the country head and group general manager of HSBC India. She was the first woman to graduate from Harvard Business School and the first woman to lead a foreign bank in India. Throughout her career, she has held several prestigious leadership positions and helped strategic deals and acquisitions. Currently, she is the chairman of HSBC Asset Management and HSBC Invest Direct for India. She focuses on strategies to increase transparency, encourage investment, and facilitate foreign investment in India. Additionally, she believes in gender equality and empowering women through initiatives in microfinance, livelihood opportunities, and education.
The document provides an overview of the financial services sector in India. Some key points:
- Assets under management by India's mutual fund industry have more than doubled since 2007 and stood at over US$354 billion in November 2017.
- Corporate investors account for the largest share of mutual fund investors in India, at around 46% of total AUM as of September 2017.
- Turnover on the National Stock Exchange has grown significantly in recent years, reaching US$790 billion in FY2017, driven by a rising number of listed companies.
- Fundraising through IPOs in India hit a record high of over US$10 billion in FY2018, as vibrant capital markets support a large number of
1. The economic outlook of Pakistan has both upside and downside risks. The upside includes higher overseas remittances and public sector investment supporting long-term GDP growth of 6%. However, sharply rising oil prices and resulting inflation as well as a tight monetary policy in response have added short-term economic challenges. Foreign reserves have also depleted, posing concerns. While the government is taking steps to improve conditions, political differences remain a risk.
2. Stock markets play an important role in economies by raising capital, facilitating investment and company growth. Major stock exchanges worldwide include the NYSE and Nasdaq in the US as well as exchanges in London, Tokyo, and Hong Kong. In Pakistan the Karachi Stock Exchange is
The document provides an overview of the financial services sector in India. Some key points:
- India's gross national savings as a percentage of GDP stood at 28.9% in 2016, higher than many developed and emerging nations.
- India has over 219,000 high net worth individuals with a total wealth of $877 billion as of 2016, and this population is expected to double by 2020.
- Mutual fund assets under management have more than doubled since 2007 and stood at $346 billion as of January 2018, registering a CAGR of 15.25%.
Confused about the pulic sector stocks that are eligible under the Rajiv Gandhi Equity Savings Scheme? Here's to getting your doubts cleared.. An article by Fundsupermart.com
HOME TRADE SCAM BY SANJAY AGGARWAL AND KETAN SETHSiddhi Wagh
This document provides information about a group project on financial scams. It includes an index listing different scams such as Coalgate, 2G, and Home Trade. The Home Trade scam is summarized as launching in 2000 based in Navi Mumbai, using celebrity endorsements to promote its trading portal, and swindling around Rs. 600 crores from cooperative banks by claiming to purchase government securities but defaulting on payments. Over 250 scams in India since 1947 have resulted in losses of over Rs. 910 trillion.
This document provides an overview of Anand Rathi Commodities Limited, an Indian financial services firm. It details the company's vision, business lines including wealth management, investment banking, brokerage and distribution. It lists the company's locations, corporate structure, board of directors, key business heads and awards. It outlines the brokerage and distribution services offered across equities, derivatives, commodities and other asset classes. The document highlights the company's research capabilities, client base and presence across India as well as internationally.
Indian company profile analysis- Adani, Kotak Mahindra, ICICI SecuritiesAditya Deshpande
Done at basic level for interest
Content
Introduction and history of the company
SWOT analysis
Financial analysis (2015-16, 2014-15, 2013-14)
Sales / revenue analysis (2015-16, 2014-15, 2013-14)
Comparison with one competing company
Mergers and acquisition of the company (if any)
Feel free to contact @ deshadi805@gmail.com
This document provides information about Reliance Mutual Fund, one of India's leading mutual funds. It discusses Reliance Mutual Fund's history and growth, investment products offered, corporate structure and governance policies. Some key points:
- Reliance Mutual Fund is promoted by Reliance Capital Ltd and manages over Rs. 48,000 crore in assets. It offers a range of equity, debt, and other funds.
- Reliance Capital Asset Management Ltd is the wholly-owned subsidiary and investment manager of Reliance Mutual Fund.
- The document outlines Reliance Mutual Fund's commitment to transparency, compliance, and investor interests through its corporate governance policies and practices
This workbook was developed by the National Institute of Securities Markets (NISM) to help candidates prepare for the NISM-Series-VIII: Equity Derivatives Certification Examination. It provides an overview of the equity derivatives markets in India, including index basics, futures, options, and common trading strategies. The workbook contains 7 chapters covering the history and evolution of derivatives markets, major stock indices, futures and options fundamentals, pricing concepts, and strategies like spreads, straddles, and strangles. It aims to help readers gain a foundational understanding of the Indian equity derivatives space and prepare for the certification exam.
The financial services sector in India has grown significantly in recent years. Mutual fund assets under management have more than doubled since 2007. India now has over 219,000 high net worth individuals with a total wealth of US$ 877 billion as of 2016. The number of high net worth individuals is expected to double by 2020. Several segments within the financial services sector such as asset management, insurance, and capital markets have registered strong growth, reflecting opportunities for further expansion. Growth has been supported by factors such as rising incomes, the financial inclusion drive, and government initiatives.
The document is a summer internship report submitted by Swati G. Pawar, a student of Masters in Management Studies at BES Institute of Management Studies and Research. It details her internship at Sharekhan Ltd, a leading retail stock broking firm, from May to July 2010. The report includes an acknowledgements section, table of contents, and chapters covering the company profile and departments of Sharekhan Ltd, problems encountered and recommendations. It concludes with learning outcomes and references.
The document provides an overview of the financial services sector in India. Some key points:
- India's gross national savings as a percentage of GDP stood at 28.9% in 2016, higher than many developed and emerging nations.
- Mutual fund AUM in India has grown at a CAGR of 15.25% between FY07-17, reaching US$328.49 billion in FY18.
- The life insurance market has grown from US$10 billion in FY02 to US$64.64 billion in FY17, while non-life insurance grew from US$2.6 billion to US$19.71 billion over the same period.
- Tata Motors is India's largest automobile company with revenues of INR 2,32,834 crores in 2013-14. It has a presence in 175 countries and is the leader in commercial vehicles in India.
- In the recent years, Tata Motors' dependence on the commercial vehicle segment has increased. This was beneficial when the economy slowed down but will now aid growth as the Indian economy picks up and commercial vehicle demand rises.
- For FY2014, Tata Motors reported net sales of INR 2,32,833.66 crores and a net profit of INR 14,104.18 crores, an increase over the previous year. However, its dependence on raw materials and employee costs remained high
Functionality of Legal Litigation Team of Religare Finvest Ltd (NBFC) vis-a-v...Sahil Sharma
Religare Finvest Ltd is a non-banking financial company and subsidiary of Religare Enterprises Ltd. It provides loans to small and medium enterprises. The internship report discusses Religare Finvest's history and operations. It was originally incorporated in 1995 and provides loans for property, securities, corporate needs, commercial assets and SMEs. The report also summarizes information on Religare Enterprises Ltd, Religare Housing Development Finance Corporation Ltd and arbitration law in India.
This document discusses a descriptive study of mutual funds and investors' perceptions about investing in mutual funds. It provides an overview of the mutual fund industry and how mutual funds work. It discusses the different types of mutual funds and risks associated with them. The objectives and timeline of the study are outlined. Research methodology, sample design, data analysis and findings are presented. Limitations and scope for further study are also discussed along with recommendations. A sample questionnaire used for the study is included.
The document outlines Weber State University's entrepreneurship program, which includes an entrepreneurship minor developed in collaboration with Steve Blank that provides hands-on experience through courses, $25,000 grants for students to start real companies, and partnerships with local startup organizations like Startup Ogden to support students in launching businesses. The goals of the program are to have the most student startups generating revenue in Utah, gain national recognition, and create successful entrepreneurial alumni that will support the university.
2013 my lect -wwd hotel palash-“international year of water cooperation-bra...SG PHADKE
International year of WaterCooperation-Brain stormingissues today”
The document discusses water issues in India on World Water Day, which is observed annually on March 22nd. It summarizes the status of water and wastewater in India, including pollution issues affecting surface and groundwater sources. Key problems outlined are inadequate infrastructure, population growth, and depletion of resources. Water conflicts, diseases caused by contaminated water sources, and lack of proper sanitation are also addressed. The document advocates for improved management and cooperation to tackle India's water challenges.
We are a leading global provider of packaged Indian specialty rice that generates most of its revenue from selling Basmati rice under its flagship Amira brand in over 40 countries. The company has leveraged its nearly 100 years of experience to expand the global reach of the Amira brand in recent years. It also sells bulk commodities to large international traders and has launched new product lines like ready-to-eat snacks to complement its rice offerings.
The document provides an overview of the financial services sector in India. Some key points:
- Assets under management by India's mutual fund industry have more than doubled since 2007 and reached US$333 billion in 2017.
- Corporate investors account for the largest share (46%) of mutual fund assets, followed by high net worth individuals (28%) and retail investors (23%).
- The life insurance market has grown from US$10 billion in 2002 to US$56 billion in 2016, while the non-life insurance market increased from US$2.6 billion to US$19.7 billion over the same period.
- Equity market turnover on the National Stock Exchange increased significantly in recent years, reaching US
Brics Pms Performance Update 30 July 2010vivekmavani
The document provides performance summaries of the BRICS Growth multiple-strategy trend rated automatic trading system and various indices from October 2009 to July 2010. Over this period, BRICS Growth outperformed major Indian indices like Nifty, Sensex, S&P CNX 500, and CNX Midcap on a monthly, quarterly, half-yearly, year-to-date, and since inception basis, with returns ranging from 0.76% to 32.40% compared to the indices' returns of -7.31% to 16.85%. Charts also show BRICS Growth outperforming the indices on a normalized and relative basis over this period.
India PR Wire Mar 18, 2009 Promoters Of 440 Companies Pledged Shares Worth $1...Jagannadham Thunuguntla
"A lot of these pledges happened during the bull run," said Jagannadham Thunuguntla, equity head with SMC Capital. "Promoters sought to take advantage of overpriced shares to raise fresh capital."
Naina Lal Kidwai is the country head and group general manager of HSBC India. She was the first woman to graduate from Harvard Business School and the first woman to lead a foreign bank in India. Throughout her career, she has held several prestigious leadership positions and helped strategic deals and acquisitions. Currently, she is the chairman of HSBC Asset Management and HSBC Invest Direct for India. She focuses on strategies to increase transparency, encourage investment, and facilitate foreign investment in India. Additionally, she believes in gender equality and empowering women through initiatives in microfinance, livelihood opportunities, and education.
The document provides an overview of the financial services sector in India. Some key points:
- Assets under management by India's mutual fund industry have more than doubled since 2007 and stood at over US$354 billion in November 2017.
- Corporate investors account for the largest share of mutual fund investors in India, at around 46% of total AUM as of September 2017.
- Turnover on the National Stock Exchange has grown significantly in recent years, reaching US$790 billion in FY2017, driven by a rising number of listed companies.
- Fundraising through IPOs in India hit a record high of over US$10 billion in FY2018, as vibrant capital markets support a large number of
1. The economic outlook of Pakistan has both upside and downside risks. The upside includes higher overseas remittances and public sector investment supporting long-term GDP growth of 6%. However, sharply rising oil prices and resulting inflation as well as a tight monetary policy in response have added short-term economic challenges. Foreign reserves have also depleted, posing concerns. While the government is taking steps to improve conditions, political differences remain a risk.
2. Stock markets play an important role in economies by raising capital, facilitating investment and company growth. Major stock exchanges worldwide include the NYSE and Nasdaq in the US as well as exchanges in London, Tokyo, and Hong Kong. In Pakistan the Karachi Stock Exchange is
The document provides an overview of the financial services sector in India. Some key points:
- India's gross national savings as a percentage of GDP stood at 28.9% in 2016, higher than many developed and emerging nations.
- India has over 219,000 high net worth individuals with a total wealth of $877 billion as of 2016, and this population is expected to double by 2020.
- Mutual fund assets under management have more than doubled since 2007 and stood at $346 billion as of January 2018, registering a CAGR of 15.25%.
Confused about the pulic sector stocks that are eligible under the Rajiv Gandhi Equity Savings Scheme? Here's to getting your doubts cleared.. An article by Fundsupermart.com
HOME TRADE SCAM BY SANJAY AGGARWAL AND KETAN SETHSiddhi Wagh
This document provides information about a group project on financial scams. It includes an index listing different scams such as Coalgate, 2G, and Home Trade. The Home Trade scam is summarized as launching in 2000 based in Navi Mumbai, using celebrity endorsements to promote its trading portal, and swindling around Rs. 600 crores from cooperative banks by claiming to purchase government securities but defaulting on payments. Over 250 scams in India since 1947 have resulted in losses of over Rs. 910 trillion.
This document provides an overview of Anand Rathi Commodities Limited, an Indian financial services firm. It details the company's vision, business lines including wealth management, investment banking, brokerage and distribution. It lists the company's locations, corporate structure, board of directors, key business heads and awards. It outlines the brokerage and distribution services offered across equities, derivatives, commodities and other asset classes. The document highlights the company's research capabilities, client base and presence across India as well as internationally.
Indian company profile analysis- Adani, Kotak Mahindra, ICICI SecuritiesAditya Deshpande
Done at basic level for interest
Content
Introduction and history of the company
SWOT analysis
Financial analysis (2015-16, 2014-15, 2013-14)
Sales / revenue analysis (2015-16, 2014-15, 2013-14)
Comparison with one competing company
Mergers and acquisition of the company (if any)
Feel free to contact @ deshadi805@gmail.com
This document provides information about Reliance Mutual Fund, one of India's leading mutual funds. It discusses Reliance Mutual Fund's history and growth, investment products offered, corporate structure and governance policies. Some key points:
- Reliance Mutual Fund is promoted by Reliance Capital Ltd and manages over Rs. 48,000 crore in assets. It offers a range of equity, debt, and other funds.
- Reliance Capital Asset Management Ltd is the wholly-owned subsidiary and investment manager of Reliance Mutual Fund.
- The document outlines Reliance Mutual Fund's commitment to transparency, compliance, and investor interests through its corporate governance policies and practices
This workbook was developed by the National Institute of Securities Markets (NISM) to help candidates prepare for the NISM-Series-VIII: Equity Derivatives Certification Examination. It provides an overview of the equity derivatives markets in India, including index basics, futures, options, and common trading strategies. The workbook contains 7 chapters covering the history and evolution of derivatives markets, major stock indices, futures and options fundamentals, pricing concepts, and strategies like spreads, straddles, and strangles. It aims to help readers gain a foundational understanding of the Indian equity derivatives space and prepare for the certification exam.
The financial services sector in India has grown significantly in recent years. Mutual fund assets under management have more than doubled since 2007. India now has over 219,000 high net worth individuals with a total wealth of US$ 877 billion as of 2016. The number of high net worth individuals is expected to double by 2020. Several segments within the financial services sector such as asset management, insurance, and capital markets have registered strong growth, reflecting opportunities for further expansion. Growth has been supported by factors such as rising incomes, the financial inclusion drive, and government initiatives.
The document is a summer internship report submitted by Swati G. Pawar, a student of Masters in Management Studies at BES Institute of Management Studies and Research. It details her internship at Sharekhan Ltd, a leading retail stock broking firm, from May to July 2010. The report includes an acknowledgements section, table of contents, and chapters covering the company profile and departments of Sharekhan Ltd, problems encountered and recommendations. It concludes with learning outcomes and references.
The document provides an overview of the financial services sector in India. Some key points:
- India's gross national savings as a percentage of GDP stood at 28.9% in 2016, higher than many developed and emerging nations.
- Mutual fund AUM in India has grown at a CAGR of 15.25% between FY07-17, reaching US$328.49 billion in FY18.
- The life insurance market has grown from US$10 billion in FY02 to US$64.64 billion in FY17, while non-life insurance grew from US$2.6 billion to US$19.71 billion over the same period.
- Tata Motors is India's largest automobile company with revenues of INR 2,32,834 crores in 2013-14. It has a presence in 175 countries and is the leader in commercial vehicles in India.
- In the recent years, Tata Motors' dependence on the commercial vehicle segment has increased. This was beneficial when the economy slowed down but will now aid growth as the Indian economy picks up and commercial vehicle demand rises.
- For FY2014, Tata Motors reported net sales of INR 2,32,833.66 crores and a net profit of INR 14,104.18 crores, an increase over the previous year. However, its dependence on raw materials and employee costs remained high
Functionality of Legal Litigation Team of Religare Finvest Ltd (NBFC) vis-a-v...Sahil Sharma
Religare Finvest Ltd is a non-banking financial company and subsidiary of Religare Enterprises Ltd. It provides loans to small and medium enterprises. The internship report discusses Religare Finvest's history and operations. It was originally incorporated in 1995 and provides loans for property, securities, corporate needs, commercial assets and SMEs. The report also summarizes information on Religare Enterprises Ltd, Religare Housing Development Finance Corporation Ltd and arbitration law in India.
This document discusses a descriptive study of mutual funds and investors' perceptions about investing in mutual funds. It provides an overview of the mutual fund industry and how mutual funds work. It discusses the different types of mutual funds and risks associated with them. The objectives and timeline of the study are outlined. Research methodology, sample design, data analysis and findings are presented. Limitations and scope for further study are also discussed along with recommendations. A sample questionnaire used for the study is included.
The document outlines Weber State University's entrepreneurship program, which includes an entrepreneurship minor developed in collaboration with Steve Blank that provides hands-on experience through courses, $25,000 grants for students to start real companies, and partnerships with local startup organizations like Startup Ogden to support students in launching businesses. The goals of the program are to have the most student startups generating revenue in Utah, gain national recognition, and create successful entrepreneurial alumni that will support the university.
2013 my lect -wwd hotel palash-“international year of water cooperation-bra...SG PHADKE
International year of WaterCooperation-Brain stormingissues today”
The document discusses water issues in India on World Water Day, which is observed annually on March 22nd. It summarizes the status of water and wastewater in India, including pollution issues affecting surface and groundwater sources. Key problems outlined are inadequate infrastructure, population growth, and depletion of resources. Water conflicts, diseases caused by contaminated water sources, and lack of proper sanitation are also addressed. The document advocates for improved management and cooperation to tackle India's water challenges.
We are a leading global provider of packaged Indian specialty rice that generates most of its revenue from selling Basmati rice under its flagship Amira brand in over 40 countries. The company has leveraged its nearly 100 years of experience to expand the global reach of the Amira brand in recent years. It also sells bulk commodities to large international traders and has launched new product lines like ready-to-eat snacks to complement its rice offerings.
This document provides an overview of the Indian financial system. It discusses key components of the system including financial markets, instruments, intermediaries and their functions.
The financial system consists of money markets, capital markets, foreign exchange markets and credit markets. It facilitates the flow of funds from surplus to deficit agents through various financial institutions and markets. Major institutions include banks, non-banking financial companies and development finance institutions. Key instruments in money markets are treasury bills, commercial papers and certificates of deposit. The capital market includes equity and debt instruments.
The roles of the financial system are to facilitate transactions, mobilize savings, allocate capital and monitor managers. It aims to efficiently transfer funds from lenders to borrowers.
- The company's reserves and surpluses increased by 45.74% due to higher profits in 2012 compared to 2011. The company's working capital also increased substantially by 72.23%.
- While secured and unsecured loans decreased, investments also decreased substantially to repay some of the loans. Liquid assets like cash and debtors increased significantly.
- Inventory levels increased possibly due to lower demand, but the company's inventory turnover ratio remains high, indicating efficient inventory management.
- Key financial ratios like debt-equity, earnings per share and price-earnings all improved in 2012 compared to previous years, signaling stronger financial performance.
Crisil research report_of growth and missed opportunityapril2014Atul Tandon
This document discusses the implications of India achieving GDP growth rates of 5%, 6.5%, and 9% over the next 5 years. It finds that 6.5% growth is the most likely scenario, with a 50% chance of occurring. 9% growth would mean significantly better outcomes including 15 million more jobs, 49 million fewer people in poverty, and higher sales of goods like cars, motorcycles, cement and steel. However, repeated 9% growth is unlikely due to limitations in investment and efficiency gains. Slower growth, especially only 5%, would have serious negative consequences for employment, poverty reduction, and consumer demand.
Study the manufacturing of Liquid insulators or Dielectric Fluids along with a discussion on their application, demand and Supply. We will also investigate Material Balance and Energy Balance during manufacturing based on which we will try to design a process flow Schema for the same.
The light bulb has evolved significantly since its early inception in the 19th century. Early inventors experimented with platinum filaments, but Thomas Edison's design using a carbon filament and high resistance was more economically viable. Later innovations included using tungsten filaments, inert gases to improve efficiency, and the development of CFL and LED bulbs. While designs have changed, the light bulb remains a symbol of technological progress and lighting continues to advance with new efficient options like LEDs poised to replace traditional bulbs.
Crisil fund services-wealth-mgmnt-feb11Radhika Khant
- The document discusses the growing mass affluent segment in India and the need for a new paradigm in wealth management to serve this segment.
- The mass affluent segment lacks organized wealth management services to help them achieve financial goals like education, marriage, retirement.
- A new model is needed that involves partnerships between independent financial advisors (IFAs) who understand retail investors, and large institutions that provide infrastructure, research and products. This could provide a cost-effective and trusted platform for wealth management for the mass affluent.
Credit rating agencies play a key role in financial markets by providing independent ratings of financial instruments. Their ratings help investors assess risk and make investment decisions. Over time, credit rating agencies have become important due to various factors such as regulations requiring certain investment minimum ratings, and the growth of securitization and global capital markets. However, their business model, where issuers pay for ratings rather than investors, creates a potential conflict of interest that could compromise rating objectivity. Credit ratings communicate an agency's opinion on the probability that a debt issuer will default, but they are not guarantees or recommendations, and do not consider all risk factors in an investment.
Udai Raj Bhan has over 17 years of experience in fire safety and security projects. He is currently working as a regional manager for eZONE Security Solutions, managing projects in North India. Previously he has worked with several companies like Ceasefire Industries, Firepro Systems, and Systems Tek, handling fire detection, alarm, and access control systems. Bhan holds a diploma in electronics and telecommunication engineering and has extensive experience in commissioning and installing fire alarms, CCTV, access control, and other security systems. He is seeking a new role with a expected CTC of Rs. 8.4 lacs per year.
Risk management is an important issue that every board should prioritize. Boards need to be aware of various risks companies face, including governance, critical enterprise, business expansion, business management, and emerging risks. It is important for boards to discuss risk management regularly to ensure risks are properly identified and managed. This includes evaluating risk appetite, how risks are incorporated into objectives and procedures, aggregating risk exposures, and assessing risk mitigation strategies. While audit committees often oversee risk management, other board committees should also consider risks in their areas and provide relevant information to help the board understand the full risk profile of the company.
Lakshmi was a seamstress who took out small loans from SKS Microfinance to expand her tailoring business. With additional capital from the loans, she was able to buy more sewing machines, hire employees, and outsource work, growing her small business into a thriving operation that employs several people. She now supplies thousands of saree petticoats to shops across multiple cities. Lakshmi hopes to continue expanding her business by sourcing fabric in larger quantities and adding storage space.
This document provides an overview and analysis of the Birla Sun Life Dynamic Bond Fund, an open-ended income scheme. It discusses the fund's investment objective to generate optimal returns through high liquidity and active management of a portfolio of high quality debt and money market instruments. The document reviews the fund's current portfolio allocation, outlook on the domestic economy and bond market, and the fund manager's strategy to potentially realign the portfolio based on relative valuations of various fixed income instruments.
Binny Brothers is an ISO 9001:2008 certified company that manufactures and markets water purification and wastewater treatment systems. They offer RO, UF, and other water treatment products ranging from 12-40 LPH. Binny Brothers also provides chlorinators, automatic valves, water injectors, and services for water and wastewater treatment projects. They are located in Pune, Maharashtra and can be contacted via phone, email, or their website for any water treatment needs.
This document describes a project report for a healthcare management system called "Zota Health Care Pvt. Ltd". It was submitted by three students to fulfill the requirements of their sixth semester project. The system was developed using Visual Basic 6.0 and SQL Server 2005 to help automate tasks like inventory management, sales orders, delivery challans, and invoices for an organization called Zota Health Care. The report provides information on the company profile, project definition, system requirements, tools used, data flow diagrams, screen shots and testing results.
Tata Steel acquired the Anglo-Dutch steel company Corus. The document provides sample questions from a past MAT (Management Aptitude Test) exam covering topics in current events, business, science, and mathematics. It includes 30 multiple choice questions with answers on subjects like companies, economic indicators, business ratios, and data interpretation from tables and graphs.
October 2016 Edition of BEACON, A Monthly Newsletter by SIMCON.
Inside this issue:
About Us
Our Team
INDUSTRY ANALYSIS : Insurance
Brand Analysis: Bata
Case Study Analysis: Ola
Concept of the month: Bug Bounty
Guest Lecture by Devang Mehta
This document provides a portfolio analysis and recommendations for the Pariani Family mutual fund portfolio. It analyzes the portfolio across asset classes, equity fund categories, and provides specific fund-level recommendations to sell or switch into new funds based on return and risk metrics. Several funds are recommended to sell or switch due to underperformance compared to alternative funds, while some funds are recommended to hold.
This document provides an investor directory for entrepreneurs looking to raise money for ventures in agriculture and related sectors. It is divided into three sections - venture funds and angel investors, bank schemes, and central and state government schemes. A brief description is given for each section. The directory then lists various venture funds, angels networks, banks, and government organizations that provide funding. It aims to help entrepreneurs identify suitable funding options for their startup or growing business. Abbreviations used are also defined at the end.
This document provides an investor directory for entrepreneurs looking to raise money for ventures in agriculture and related sectors. It contains information on venture funds, angel investors, bank schemes, and central and state government schemes. The directory is divided into three main sections for these funding sources. Venture funds listed include Aavishkaar India Micro Venture Capital Fund, Acumen Fund India, Ambit Pragma, and others. Bank schemes and government program details are also presented. The directory aims to help entrepreneurs identify relevant funding options for starting and growing businesses in agriculture and related fields.
Start investing in Aditya Birla Sun Life mutual funds online in India through MySIPonline. The presentation covers all the details about Aditya Birla Sun life AMC. It covers the the most relevant topics like - History, Fund Varieties, Top Performing Mutual Funds, its features, Management Team, and how to invest through MySIPonline with its benefits.
This document provides an overview of balanced and diversified mutual funds in India. It discusses India's economic performance and growth of the mutual fund industry. Balanced funds aim to generate capital appreciation and income through a mix of equity, debt and money market securities. Diversified funds focus on long-term capital growth through equity and equity-related securities. Top performing balanced and diversified funds are highlighted based on their returns and portfolio characteristics. Benefits of investing in mutual funds such as diversification, tax efficiency, convenience and expert management are also outlined.
Portfolio mgmt & mutual fund analysis presentation of ICICI BankAmit P
Internship Project during M.B.A 4th Sem.
Project Title: A Study on Portfolio Management & Mutual Fund Analysis of ICICI Bank
Responsibilities :
•To measure the performance of mutual funds using Sharpe’s Performance index
•To calculate Risk & Return of different banks
•To calculate an ideal portfolio using Sharpe’s model of different banks
This is my summer Internship project presentation regarding the title"A comparitive study on the performance evaluation of selected Index schemes with reference in SBI Mutual Funds at Bangalore"
Icici prudential mutual fund common application form with kimPrajna Capital
This document provides information about various mutual fund schemes offered by ICICI Prudential Asset Management Company Limited. It includes details on the investment objectives, strategies and features of over 30 equity, debt and hybrid schemes. The document also includes forms for lump sum and systematic investment plans, smart features, tracking investments, KYC details, nomination registration and instructions for filling out the forms. Additionally, it provides information on tax benefits, publishing of net asset values, handling of investor grievances and reporting to unitholders.
Sharekhan is an Indian stock broking company established in 1925 with its headquarters in Mumbai, Maharashtra. It has over 900 share shops across India and over 650,000 customers. Sharekhan aims to educate and empower individual investors through quality advice, innovative products, and superior service. The company offers various investment products and services for investors of all types from first-time investors to experienced traders. Sharekhan's shareholding is distributed among City Venture Capital International (63%), Baring Private Equity Asia (12%), and IDFC (10%) with the remaining 15% held by management and employees.
The document discusses the pillars and functions of the Indian financial system and capital markets. It outlines the key participants in the markets like issuers, investors, intermediaries, exchanges, and regulators. It also provides some statistics on the size and growth of the Indian capital markets, noting that the stock market turnover is over $25k crores per day while the derivatives market turnover is over $75k crores daily.
Growth of Mutual Funds in India at Reliance Mutual Fund - BBA Finance Summer ...teekamsingh9
This document provides an overview of a summer internship project report on the growth of mutual funds in India conducted at Reliance Mutual Fund in Dehradun. It includes sections on the company profile, introduction, history of mutual funds, research methodology, products offered, structure, regulatory association AMFI, investment options and major players. The objectives are to study prominent Indian mutual funds, their schemes and associated returns to understand the benefits for investors.
This document discusses mutual funds in India. It provides insights into mutual fund performance in current markets and analyzes comparative studies between leading mutual funds. It evaluates consumer feedback and awareness of mutual funds among different investor groups. The document outlines various financial markets and defines mutual funds as professionally managed collective investment schemes that pool money from investors to buy securities. It notes that India has over 34 players and more than 1150 mutual fund schemes, with assets under management growing significantly in recent years. The top performing large cap funds are identified as Fidelity Equity, Franklin India Blue Chip, and ICICI Focused Blue Chip Equity. Challenges and opportunities for future mutual fund growth in India are also discussed.
Crisil mutual fund rank with arrows june 11 outputatul baride
The document appears to be a ranking of various equity funds in India from June 2011. It lists various large cap, diversified, small and mid cap equity funds and their rankings. For each fund it shows the rank and whether the rank has increased, decreased or stayed the same compared to the previous period. It also includes other metrics like industry concentration, company concentration, liquidity etc. and scores for each fund on these metrics that contribute to their overall rank.
Crisil mutual fund rank with arrows june 11 outputatul baride
The document appears to be a ranking of various equity funds in India from June 2011. It lists various large cap, diversified, small and mid cap equity funds and their rankings. For each fund it shows the rank and whether the rank has increased, decreased or stayed the same compared to the previous period. It also includes other metrics like industry concentration, company concentration, liquidity etc. and scores for each fund on these metrics that contribute to its overall rank.
This presentation carries complete knowledge of Venture capital which will be very helpful to understand the origin and the requirement of venture capital.
This document provides an overview of mutual funds, including their structure, asset classes, history in India, comparisons to bank fixed deposits, different fund flavors, and transactions. It discusses key entities involved in mutual funds and their roles. It also outlines the major phases of growth for mutual funds in India. Additionally, it contrasts features of fixed deposits versus mutual funds such as safety, liquidity, returns, and taxation. The document reviews different types of equity and debt mutual fund strategies.
UTI Value Opportunities Fund - Invest in UTI Opportunities Fund RinkuMishra13
UTI Value Opportunities Fund is an equity fund that invests in stocks that are considered undervalued. Click here to know more about value opportunities fund growth, fund NAV, etc.
UTI AMC is looking to raise Rs 2,160 crores through their IPO. UTI AMC is the second largest asset management company in India with a diversified portfolio. The company generates high margins of 31% but has seen declining revenues in recent years. While the IPO is reasonably priced compared to peers, the investment comes with risks of further revenue declines and portfolio underperformance that could impact the business. Investors must consider the company's strengths and risks factors carefully to determine if this IPO is suitable for their investment needs and risk tolerance.
Similar to Crisil mutual-fund-ranking-mar2014 (20)
2. Table of Contents
Large Cap-oriented Equity funds ................................................................................................3
Diversified Equity funds ...............................................................................................................4
Small and Mid-cap Equity funds ..................................................................................................5
Thematic - Infrastructure funds ...................................................................................................5
Consistent Performers - Equity funds ........................................................................................6
Equity Linked Savings Scheme (ELSS) ......................................................................................8
Index funds ....................................................................................................................................8
Balanced funds ..............................................................................................................................9
Consistent Performers - Balanced funds ...................................................................................9
Monthly Income Plan - Aggressive ............................................................................................10
Long Term Income funds ...........................................................................................................11
Consistent Performers - Debt funds .........................................................................................12
Long Term Gilt funds ..................................................................................................................12
Short Term Income Funds ..........................................................................................................13
Credit Opportunities Funds ........................................................................................................14
Ultra Short-term Debt funds .......................................................................................................15
Liquid funds .................................................................................................................................16
Click on the respective category to see the rankings.
3. 3
Large Cap-oriented Equity funds (Cluster ranks are arranged alphabetically)
Mar - 14 Rank
Mean
Return
Volatility
Industry
Concentration
Company
Concentration
Liquidity
Weightages 50% 25% 10% 5% 10%
Birla Sun Life Long Term Advantage Fund 1 2 3 3 1 2
Birla Sun Life Top 100 Fund 1 1 3 2 1 3
ICICI Prudential Top 100 Fund 1 1 3 4 3 3
Quantum Long-Term Equity Fund 1 1 2 1 2 3
Axis Equity Fund 2 2 2 4 3 4
Birla Sun Life Frontline Equity Fund 2 2 3 2 1 4
BNP Paribas Equity Fund 2 2 1 2 3 3
ICICI Prudential Focused Bluechip Equity Fund 2 2 3 4 4 4
Principal Large Cap Fund 2 2 3 4 3 2
Reliance Focused Large Cap Fund 2 1 4 3 4 3
SBI Blue Chip Fund 2 2 3 1 2 3
UTI Equity Fund 2 3 1 1 1 4
Canara Robeco Equity Diversified 3 3 2 2 2 3
Franklin India Opportunities Fund 3 3 4 3 3 3
HDFC Top 200 Fund 3 3 5 5 3 5
ICICI Prudential Top 200 Fund 3 2 3 3 3 4
IDFC Equity Fund 3 3 4 4 5 1
JPMorgan India Equity Fund 3 3 3 3 3 1
Kotak Opportunities 3 3 2 4 2 3
L&T Equity Fund 3 3 3 3 2 4
L&T India Large Cap Fund 3 3 3 3 3 2
SBI Magnum Equity Fund 3 3 3 3 4 3
Sundaram Growth Fund 3 4 3 3 2 1
Tata Pure Equity Fund 3 3 2 3 3 3
UTI India Lifestyle Fund 3 3 2 2 2 3
UTI Leadership Equity Fund 3 3 3 3 4 2
UTI Master Plus Unit Scheme 3 3 3 3 3 3
UTI Mastershare Unit Scheme 3 3 2 2 3 5
UTI Opportunities Fund 3 3 2 2 3 5
UTI Top 100 Fund 3 3 1 3 3 3
Baroda Pioneer Growth Fund 4 4 4 2 2 2
Franklin India Bluechip Fund 4 4 3 3 3 4
HSBC Equity Fund 4 4 3 3 3 2
IDFC Imperial Equity Fund 4 5 3 5 5 1
Kotak 50 4 4 4 4 4 3
LIC Nomura MF Equity Fund 4 3 4 3 5 3
Sundaram Select Focus 4 4 4 3 4 2
UTI Contra Fund 4 5 5 1 4 2
DSP BlackRock Top 100 Equity Fund 5 4 4 4 4 4
HDFC Focused Large-Cap Fund 5 5 5 5 5 3
JM Multi Strategy Fund 5 4 5 5 3 3
UTI Dividend Yield Fund 5 5 1 3 3 5
4. 4
Diversified Equity funds (Cluster ranks are arranged alphabetically)
Mar - 14 Rank
Mean
Return
Volatility
Industry
Concentration
Company
Concentration
Liquidity
Weightages 50% 25% 10% 5% 10%
ICICI Prudential Dynamic Plan 1 1 1 1 1 4
ICICI Prudential Exports and Other Services Fund 1 1 1 5 4 3
Principal Growth Fund 1 1 4 1 1 2
Tata Ethical Fund 1 2 1 3 3 2
UTI MNC Fund 1 2 1 4 4 3
Birla Sun Life Equity Fund 2 2 3 2 2 3
Birla Sun Life India GenNext Fund 2 3 2 4 2 2
Franklin India High Growth Companies Fund 2 1 2 2 3 3
HSBC India Opportunities Fund 2 2 3 3 3 1
Kotak Select Focus Fund 2 3 3 4 2 2
L&T India Special Situations Fund 2 3 2 2 1 3
Mirae Asset India Opportunities Fund 2 2 3 2 3 3
Reliance Equity Opportunities Fund 2 2 3 3 3 5
SBI Magnum Multiplier Plus Scheme 1993 2 2 3 2 3 4
Birla Sun Life Advantage Fund 3 2 4 3 1 3
DSP BlackRock Opportunities Fund 3 3 3 3 1 2
DWS Investment Opportunity Fund 3 4 3 3 3 1
Franklin India Flexi Cap Fund 3 2 3 2 4 3
Franklin India Prima Plus 3 3 2 3 2 4
HDFC Capital Builder Fund 3 3 3 4 3 3
HDFC Equity Fund 3 3 5 4 4 5
IDFC Classic Equity Fund 3 4 3 4 4 1
Morgan Stanley A.C.E. Fund 3 3 3 4 3 3
Morgan Stanley Growth Fund 3 3 2 1 4 4
PineBridge India Equity Fund 3 3 1 3 5 3
Reliance Top 200 Fund 3 3 4 3 4 3
SBI Magnum MultiCap Fund 3 3 3 3 3 3
Tata Dividend Yield Fund 3 3 2 4 3 3
Tata Equity Opportunities Fund 3 3 2 2 2 2
Tata Equity PE Fund 3 3 3 4 2 3
Taurus Starshare 3 3 4 3 3 1
UTI-Services Industries Fund 3 1 4 5 5 2
Birla Sun Life Dividend Yield Plus 4 4 2 3 2 4
Birla Sun Life Special Situations Fund 4 4 4 3 3 2
DSP BlackRock Equity Fund 4 4 3 3 2 4
DSP BlackRock Focus 25 Fund 4 5 4 3 4 1
HDFC Premier MultiCap Fund 4 4 5 1 3 3
Reliance Growth Fund 4 4 3 2 3 5
Reliance Regular Savings Fund - Equity 4 3 3 1 2 4
Reliance Vision Fund 4 3 4 3 3 5
SBI Contra Fund 4 4 2 3 3 5
HDFC Core and Satellite Fund 5 5 5 2 3 3
HDFC Growth Fund 5 5 4 3 4 4
SBI PSU Fund 5 5 5 5 5 3
Sundaram Select Thematic Funds PSU Opportunities 5 5 5 5 5 2
Templeton India Growth Fund 5 4 3 5 5 4
5. 5
Small and Mid-cap Equity funds (Cluster ranks are arranged alphabetically)
Mar - 14 Rank
Mean
Return
Volatility
Industry
Concentration
Company
Concentration
Liquidity
Weightages 50% 25% 10% 5% 10%
Franklin India Smaller Companies Fund 1 1 3 1 2 3
Mirae Asset Emerging Bluechip Fund 1 1 3 3 3 2
SBI Magnum Midcap Fund 1 1 3 2 3 3
JPMorgan India Smaller Companies Fund 2 3 3 3 1 1
Principal Emerging Bluechip Fund 2 2 5 3 2 2
Reliance Small Cap Fund 2 2 2 2 4 3
SBI Magnum Global Fund 2 3 1 4 3 4
UTI Thematic - Mid Cap Fund 2 2 4 1 3 3
Axis Midcap Fund 3 3 3 3 2 2
Birla Sun Life MNC Fund 3 3 1 5 5 3
DSP BlackRock Micro Cap Fund 3 3 3 3 4 4
DSP BlackRock Small and Midcap Fund 3 3 4 2 4 3
Franklin India Prima Fund 3 3 2 2 2 3
HDFC Mid-Cap Opportunities Fund 3 2 2 4 1 4
ICICI Prudential MidCap Fund 3 3 4 4 5 3
ICICI Prudential Value Discovery Fund 3 2 3 3 3 4
IDFC Premier Equity Fund 3 3 1 4 3 5
Sundaram Select Midcap 3 3 3 3 4 4
Tata Mid Cap Growth Fund 3 3 3 2 3 2
IDFC Sterling Equity Fund 4 4 2 1 3 3
Kotak Midcap 4 4 5 3 1 2
Reliance Long Term Equity Fund 4 4 3 3 4 5
Sundaram Equity Multiplier Fund 4 5 4 3 2 1
Sundaram Rural India Fund 4 5 4 5 3 1
Birla Sun Life Midcap Fund 5 5 3 3 3 3
SBI Emerging Businesses Fund 5 4 2 5 5 5
Sundaram S M I L E Fund 5 4 5 4 3 3
Thematic - Infrastructure funds (Cluster ranks are arranged alphabetically)
Mar - 14 Rank
Mean
Return
Volatility
Industry
Concentration
Company
Concentration
Liquidity
Weightages 50% 25% 10% 5% 10%
Birla Sun Life Infrastructure Fund 1 1 3 3 2 3
DSP BlackRock India T.I.G.E.R. Fund 2 3 3 3 1 2
JM Basic Fund 2 2 4 4 3 1
HDFC Infrastructure Fund 3 3 5 3 4 4
ICICI Prudential Infrastructure Fund 3 2 3 2 4 3
Sundaram Select Thematic Funds Energy Opportunities 3 3 2 5 3 2
Tata Infrastructure Fund 3 3 2 3 3 3
UTI Infrastructure Fund 3 3 4 2 3 3
Reliance Diversified Power Sector Fund 4 4 3 4 2 5
Sundaram Infrastructure Advantage Fund 4 4 1 3 3 3
SBI Infrastructure Fund 5 5 3 1 5 4
6. 6
Consistent Performers - Equity funds (Cluster ranks are arranged alphabetically)
Mar - 14 Rank Mean Return Volatility CRISIL Rank Performance
Weightages 35% 15% 50%
Birla Sun Life India GenNext Fund 1 2 2 1
Birla Sun Life MNC Fund 1 1 1 1
IDFC Premier Equity Fund 1 1 1 2
Reliance Equity Opportunities Fund 1 2 3 1
SBI Emerging Businesses Fund 1 1 2 1
Tata Ethical Fund 1 2 1 2
UTI Equity Fund 1 2 2 1
UTI MNC Fund 1 2 1 1
UTI Opportunities Fund 1 2 2 1
Birla Sun Life Dividend Yield Plus 2 3 1 2
Birla Sun Life Frontline Equity Fund 2 2 3 1
Birla Sun Life Top 100 Fund 2 2 3 2
Canara Robeco Equity Diversified 2 2 2 2
DSP BlackRock Small and Midcap Fund 2 2 3 2
Franklin India Bluechip Fund 2 3 3 2
Franklin India Prima Fund 2 1 2 3
HDFC Capital Builder Fund 2 2 2 3
HDFC Equity Fund 2 2 4 2
HDFC Top 200 Fund 2 3 5 2
ICICI Prudential Dynamic Plan 2 2 1 2
ICICI Prudential Exports and Other Services Fund 2 1 2 2
ICICI Prudential Top 100 Fund 2 3 3 2
ICICI Prudential Value Discovery Fund 2 1 2 2
L&T Equity Fund 2 3 2 1
SBI Magnum Global Fund 2 1 1 3
Tata Dividend Yield Fund 2 2 1 2
UTI Dividend Yield Fund 2 4 2 2
Birla Sun Life Infrastructure Fund 3 4 5 2
BNP Paribas Equity Fund 3 3 2 3
DSP BlackRock Equity Fund 3 4 3 3
DSP BlackRock India T.I.G.E.R. Fund 3 5 5 2
DSP BlackRock Opportunities Fund 3 3 3 3
DSP BlackRock Top 100 Equity Fund 3 4 3 3
Franklin India Flexi Cap Fund 3 2 3 3
Franklin India Prima Plus 3 3 2 2
HDFC Core and Satellite Fund 3 4 4 3
HDFC Growth Fund 3 3 3 3
HDFC Premier MultiCap Fund 3 4 3 3
HSBC India Opportunities Fund 3 3 3 3
ICICI Prudential Infrastructure Fund 3 5 4 3
ICICI Prudential Top 200 Fund 3 3 4 3
JPMorgan India Equity Fund 3 3 3 3
Kotak Midcap 3 3 3 3
Kotak Opportunities 3 3 3 3
PineBridge India Equity Fund 3 3 1 3
Principal Growth Fund 3 3 4 4
Principal Large Cap Fund 3 3 3 3
Reliance Growth Fund 3 4 3 3
Reliance Regular Savings Fund - Equity 3 3 4 3
SBI Blue Chip Fund 3 3 3 3
7. 7
Mar - 14 Rank Mean Return Volatility CRISIL Rank Performance
Weightages 35% 15% 50%
SBI Magnum Equity Fund 3 3 3 3
SBI Magnum Midcap Fund 3 1 3 3
SBI Magnum Multiplier Plus Scheme 1993 3 3 3 3
Sundaram Select Midcap 3 2 3 3
Tata Equity Opportunities Fund 3 3 2 3
Tata Equity PE Fund 3 3 3 3
Tata Pure Equity Fund 3 3 3 3
Taurus Starshare 3 3 4 3
UTI Mastershare Unit Scheme 3 3 2 3
UTI Thematic - Mid Cap Fund 3 1 3 3
UTI-Services Industries Fund 3 2 4 3
Birla Sun Life Advantage Fund 4 3 4 5
Birla Sun Life Equity Fund 4 3 4 4
Birla Sun Life Midcap Fund 4 3 2 4
Franklin India Opportunities Fund 4 4 4 4
ICICI Prudential MidCap Fund 4 2 2 5
IDFC Classic Equity Fund 4 4 3 4
IDFC Imperial Equity Fund 4 5 3 4
Kotak 50 4 4 3 4
Morgan Stanley Growth Fund 4 3 3 4
Reliance Vision Fund 4 4 4 5
SBI Contra Fund 4 4 2 4
SBI Magnum MultiCap Fund 4 4 3 5
Sundaram Growth Fund 4 4 4 4
Sundaram Rural India Fund 4 3 3 4
Sundaram S M I L E Fund 4 3 5 4
Templeton India Growth Fund 4 4 3 3
UTI Leadership Equity Fund 4 3 4 4
UTI Master Plus Unit Scheme 4 3 4 4
HSBC Equity Fund 5 4 3 5
JM Basic Fund 5 5 5 4
Reliance Diversified Power Sector Fund 5 5 5 4
Reliance Focused Large Cap Fund 5 4 4 5
Sundaram Infrastructure Advantage Fund 5 5 5 4
Sundaram Select Focus 5 4 4 5
Tata Infrastructure Fund 5 5 5 4
UTI Contra Fund 5 5 4 5
UTI Infrastructure Fund 5 5 5 5
8. 8
Equity Linked Savings Scheme (ELSS) (Cluster ranks are arranged alphabetically)
Mar - 14 Rank
Mean
Return
Volatility
Industry
Concentration
Company
Concentration
Liquidity
Weightages 50% 30% 10% 5% 5%
Axis Long Term Equity Fund 1 1 2 5 4 3
BNP Paribas Tax Advantage Plan 1 3 1 2 2 3
ICICI Prudential Tax Plan 2 2 2 4 2 4
Principal Tax Saving Fund 2 2 5 2 1 2
Reliance Tax Saver Fund 2 1 5 2 3 5
Religare Invesco Tax Plan 2 3 1 1 3 2
Birla Sun Life Tax Plan 3 3 3 3 3 3
Birla Sun Life Tax Relief 96 3 3 3 3 3 4
DSP BlackRock Tax Saver Fund 3 3 3 3 1 3
Franklin Taxshield Fund 3 3 2 3 3 3
HDFC Long Term Advantage Fund 3 2 3 4 5 4
HSBC Tax Saver Equity Fund 3 3 3 4 4 2
IDFC Tax Advantage Fund 3 2 3 1 3 3
Principal Personal Tax Saver 3 3 4 5 5 1
SBI Magnum Tax Gain Scheme 1993 3 3 3 3 4 4
Tata Tax Saving Fund 3 4 3 2 3 1
Canara Robeco Equity Tax Saver 4 4 3 3 2 2
HDFC Tax Saver Fund 4 3 4 3 3 5
L&T Tax Advantage Fund 4 4 3 3 2 3
UTI Equity Tax Saving Plan 4 4 2 3 4 3
Kotak Tax Saver Scheme 5 5 4 4 3 3
Sundaram Taxsaver 5 5 4 3 3 3
Index funds (Cluster ranks are arranged alphabetically)
Mar - 14 Rank
Kotak Nifty ETF 1
Goldman Sachs Nifty Exchange Traded Scheme (GS Nifty BeES) 2
UTI Nifty Index Fund 2
HDFC Index Fund - Nifty Plan 3
HDFC Index Fund - Sensex Plan 3
ICICI Prudential Index Fund - Nifty Plan 3
Reliance Index Fund - Nifty Plan 3
SBI Nifty Index Fund 3
Franklin India Index Fund - BSE Sensex Plan 4
Franklin India Index Fund - NSE Nifty Plan 4
IDBI Nifty Index Fund 5
9. 9
Balanced funds (Cluster ranks are arranged alphabetically)
Mar - 14
Rank
Superior
Return
Score
Industry
Concentration
Company
Concentration
Debt
Asset
Quality
Debt
Liquidity
Equity
Liquidity
Weightages 75% 10% 5% 5%*(100-K) 5%*(100-K) 10%*K
ICICI Prudential Balanced Fund 1 1 3 1 1 4 3
HDFC Balanced Fund 2 2 4 2 1 3 4
ICICI Prudential Balanced Advantage Fund 2 2 2 3 1 3 3
SBI Magnum Balanced Fund 2 2 2 3 1 3 4
Birla Sun Life 95 Fund 3 3 5 2 3 4 2
FT India Balanced Fund 3 3 2 5 3 5 2
HDFC Prudence Fund 3 3 4 4 1 4 5
Reliance Regular Savings Fund - Balanced 3 3 3 4 1 2 4
Tata Balanced Fund 3 3 4 3 1 2 3
Canara Robeco Balance 4 4 3 2 1 1 2
Kotak Balance 4 4 1 4 2 3 1
UTI Balanced Fund 4 4 3 3 2 3 3
DSP BlackRock Balanced Fund 5 5 3 3 1 2 3
K = Equity Component in Hybrid Funds
Consistent Performers - Balanced funds (Cluster ranks are arranged alphabetically)
Mar - 14 Rank Superior Return Score CRISIL Rank Performance
Weightages 50% 50%
ICICI Prudential Balanced Fund 1 1 2
HDFC Balanced Fund 2 2 1
ICICI Prudential Balanced Advantage Fund 2 2 3
Tata Balanced Fund 2 2 2
Birla Sun Life 95 Fund 3 3 3
Canara Robeco Balance 3 3 3
HDFC Prudence Fund 3 3 2
Reliance Regular Savings Fund - Balanced 3 3 3
SBI Magnum Balanced Fund 3 3 4
FT India Balanced Fund 4 4 4
Kotak Balance 4 4 4
UTI Balanced Fund 4 4 5
DSP BlackRock Balanced Fund 5 5 3
10. 10
Monthly Income Plan - Aggressive (Cluster ranks are arranged alphabetically)
Mar - 14
Rank
Superior
Return
Score
Industry
Concentration
Company
Concentration
Debt
Asset
Quality
Debt
Liquidity
Equity
Liquidity
Modified
Duration
Weightages 60% 5% 5% 17.5% 7.5%*(100-K) 7.5%*K 5%
Birla Sun Life MIP II - Wealth 25 Plan 1 1 4 4 1 4 4 5
UTI MIS Advantage Plan 1 1 3 2 1 4 3 4
Canara Robeco Monthly Income Plan 2 2 3 3 1 2 2 3
HSBC MIP - Savings 2 2 3 3 1 1 3 3
ICICI Prudential MIP 25 2 2 4 2 1 4 4 3
DSP BlackRock MIP Fund 3 3 4 4 1 3 3 3
FT India Monthly Income Plan 3 3 2 2 2 5 3 4
HDFC Monthly Income Plan - LTP 3 3 3 3 1 3 5 5
Kotak Monthly Income Plan 3 3 2 5 1 3 3 2
LIC Nomura MF Monthly Income Plan 3 3 1 5 1 2 1 1
Tata MIP Plus Fund 3 4 2 3 1 2 3 3
HDFC Monthly Income Plan - STP 4 4 3 3 2 3 4 2
Peerless Income Plus Fund 4 3 5 4 4 5 1 2
Reliance Monthly Income Plan 4 4 3 1 1 3 5 4
IDBI Monthly Income Plan 5 5 1 3 1 3 2 1
L&T Monthly Income Plan 5 5 5 1 1 1 2 3
K = Equity Component in Hybrid Funds
11. 11
Long Term Income funds (Cluster ranks are arranged alphabetically)
Mar - 14
Rank
Superior
Return
Score
Modified
Duration
Debt
Company
Concentration
Debt
Sectoral
Concentration
Debt
Liquidity
Debt
Asset
Quality
Weightages 60% 5% 5% 5% 7.5% 17.5%
BNP Paribas Flexi Debt Fund 1 1 2 4 4 3 1
Reliance Dynamic Bond Fund 1 2 3 3 1 3 1
Tata Income Fund 1 1 3 3 1 3 1
Canara Robeco Dynamic Bond Fund 2 2 3 3 1 3 1
DSP BlackRock Strategic Bond Fund 2 2 2 3 4 4 1
HDFC High Interest Fund - Dynamic Plan 2 3 4 1 4 3 1
HSBC Flexi Debt Fund 2 2 3 2 1 1 1
IDFC Dynamic Bond Fund 2 2 1 5 1 2 1
L&T Flexi Bond Fund 2 2 3 3 1 1 1
Canara Robeco Income 3 3 3 3 1 3 1
DWS Premier Bond Fund 3 3 1 2 1 2 1
ICICI Prudential Income Opportunities Fund 3 3 4 4 1 3 1
IDFC Super Saver Income Fund - Investment Plan 3 3 2 4 1 2 1
JPMorgan India Active Bond Fund 3 3 3 4 1 2 1
LIC Nomura MF Bond Fund 3 3 2 3 1 3 1
Principal Income Fund - Long Term Plan 3 3 3 3 1 2 1
Religare Invesco Active Income Fund 3 3 3 4 1 3 1
SBI Dynamic Bond Fund 3 3 2 3 1 2 1
SBI Magnum Income Fund 3 3 3 2 4 3 1
Sundaram Bond Saver 3 3 4 2 1 3 1
Templeton India Income Fund 3 3 1 3 1 4 2
UTI Bond Fund 3 3 5 3 5 5 1
UTI-Dynamic Bond Fund 3 1 2 5 5 5 2
Birla Sun Life Income Plus 4 4 4 1 1 4 1
DSP BlackRock Bond Fund 4 4 3 5 5 4 1
HSBC Income Fund - Investment Plan 4 5 3 3 1 1 1
Kotak Bond 4 4 4 2 4 5 1
L&T Triple Ace Bond Fund 4 4 3 3 1 3 1
Reliance Income Fund 4 4 3 3 1 3 1
HDFC Income Fund 5 4 5 1 4 4 1
ICICI Prudential Income Plan 5 5 5 1 1 4 1
Sundaram Flexible Fund - Flexible Income Plan 5 5 4 4 1 3 1
12. 12
Consistent Performers - Debt funds (Cluster ranks are arranged alphabetically)
Mar - 14 Rank Superior Return Score CRISIL Rank Performance
Weightages 50% 50%
IDFC Dynamic Bond Fund 1 1 1
SBI Magnum Income Fund 1 1 2
Canara Robeco Income 2 3 2
HDFC High Interest Fund - Dynamic Plan 2 2 2
UTI Bond Fund 2 2 1
Birla Sun Life Income Plus 3 3 3
BNP Paribas Flexi Debt Fund 3 3 3
HDFC Income Fund 3 4 3
IDFC Super Saver Income Fund - Investment Plan 3 2 3
Kotak Bond 3 3 3
Tata Income Fund 3 3 4
LIC Nomura MF Bond Fund 4 4 4
Reliance Income Fund 4 4 3
Templeton India Income Fund 4 3 5
DSP BlackRock Bond Fund 5 5 5
ICICI Prudential Income Plan 5 5 4
Long Term Gilt funds (Cluster ranks are arranged alphabetically)
Mar - 14 Rank Superior Return Score Modified Duration Liquidity
Weightages 75% 10% 15.0%
IDFC G Sec Fund - Investment Plan 1 1 1 1
L&T Gilt 1 1 3 4
IDFC G Sec Fund - PF Plan 2 2 1 1
SBI Magnum Gilt Fund - Long Term 2 2 2 3
Tata Gilt Securities Fund 2 2 3 3
Birla Sun Life Govt Securities - Long Term Plan 3 3 3 4
DSP BlackRock Govt Sec Fund 3 3 2 2
DWS Gilt Fund 3 3 3 5
HDFC Gilt Fund - Long Term Plan 3 4 3 3
Kotak Gilt - Investment 3 3 3 3
Reliance Gilt Securities Fund 3 3 3 2
UTI Gilt Advantage Fund - Long Term Plan 3 3 5 5
ICICI Prudential Gilt - Investment - PF Option 4 3 4 3
ICICI Prudential Long Term Gilt Fund 4 4 4 4
Principal Government Securities Fund 4 4 2 2
Templeton India G-Sec Fund - Composite Plan 5 5 4 3
Templeton India G-Sec Fund - Long Term Plan 5 5 5 3
13. 13
Short Term Income Funds (Cluster ranks are arranged alphabetically)
Mar - 14
Rank
Mean
Return
Volatility
Company
Concentration
Sectoral
Concentration
Asset
Quality
Modified
Duration
Liquidity
Weightages 42.5% 15.0% 5.0% 5.0% 15.0% 7.5% 10.0%
HDFC Short Term Opportunities Fund 1 1 3 1 3 1 1 3
Morgan Stanley Short Term Bond Fund 1 1 1 1 5 1 1 2
Tata Short Term Bond Fund 1 1 2 3 1 1 2 3
Birla Sun Life Short Term Fund 2 2 1 4 1 1 3 3
BNP Paribas Short Term Income Fund 2 3 3 3 1 1 1 3
IDFC Super Saver Income Fund - Short Term 2 3 3 5 1 1 3 1
L&T Short Term Opportunities Fund 2 3 3 4 1 1 3 2
Sundaram Select Debt ST Asset Plan 2 2 2 3 1 1 3 3
Axis Short Term Fund 3 3 3 3 3 1 2 2
DSP BlackRock Short Term Fund 3 2 2 2 4 1 2 3
DWS Banking & PSU Debt Fund 3 3 4 2 1 1 3 3
DWS Short Maturity Fund 3 3 3 1 1 1 5 5
HDFC Medium Term Opportunities Fund 3 3 5 3 4 1 4 3
HSBC Income Fund - Short Term Plan 3 4 3 3 1 1 2 1
JPMorgan India Short Term Income Fund 3 2 1 4 4 1 4 3
PineBridge Short Term Fund 3 4 2 5 1 1 3 1
Religare Invesco Short Term Fund 3 5 2 4 3 1 2 2
SBI Short Term Debt Fund 3 3 3 3 3 1 3 2
UTI Short Term Income Fund 3 3 3 4 3 1 3 4
Birla Sun Life Dynamic Bond Fund 4 4 5 3 3 1 5 4
HDFC High Interest Fund - Short Term Plan 4 3 4 1 3 2 4 4
Kotak Bond Short Term Plan 4 4 4 3 4 1 3 4
Reliance Short Term Fund 4 3 4 3 5 1 4 4
Religare Invesco Medium Term Bond Fund 4 5 3 5 3 1 3 3
HDFC Short Term Plan 5 2 3 2 4 5 3 5
ICICI Prudential Short Term Plan 5 4 4 1 5 2 5 5
IDFC Super Saver Income Fund - Medium Term 5 5 5 3 1 1 4 3
14. 14
Credit Opportunities Funds (Cluster ranks are arranged alphabetically)
Mar - 14
Rank
Mean
Return
Volatility
Asset
Size
Company
Concentration
Sectoral
Concentration
Asset
Quality
Modified
Duration
Liquidity
Weightages 45.0% 10.0% 5.0% 7.5% 5.0% 10.0% 7.5% 10.0%
Birla Sun Life Short Term Opportunities Fund 1 2 2 3 4 3 3 2 2
Birla Sun Life Medium Term Plan 2 1 3 3 1 4 4 2 3
DSP BlackRock Income Opportunities Fund 2 3 1 3 4 4 3 1 1
Templeton India Short Term Income Plan 2 2 2 1 1 2 4 3 3
ICICI Prudential Regular Savings Fund 3 3 3 3 1 4 5 3 3
Pramerica Credit Opportunities Fund 3 4 3 5 1 2 4 2 3
Reliance Regular Savings Fund - Debt 3 3 2 2 4 3 5 3 2
Templeton India Corporate Bond
Opportunities Fund 3 2 3 2 3 3 4 4 4
Templeton India Income Opportunities Fund 3 3 3 2 1 3 4 3 4
UTI Income Opportunities Fund 3 3 4 4 1 3 4 4 3
ICICI Prudential Corporate Bond Fund 4 4 4 3 1 2 3 4 3
Kotak Income Opportunities Fund 4 3 4 4 5 3 5 3 2
L&T Income Opportunities Fund 4 4 3 4 3 5 4 3 5
Templeton India Income Builder Account 5 5 5 3 3 1 3 5 4
15. 15
Ultra Short-term Debt funds (Cluster ranks are arranged alphabetically)
Mar - 14
Rank
Mean
Return
Volatility
Asset
Size
Modified
Duration
DRP
Asset
Quality
Company
Concentration
Liquidity
Weightages 37.5% 20.0% 5.0% 7.5% 5.0% 10.0% 5.0% 10.0%
Reliance Money Manager Fund 1 3 1 1 2 2 1 2 3
Religare Invesco Credit Opportunities Fund 1 2 1 4 1 1 1 3 5
UTI Floating Rate Fund - STP 1 3 1 2 1 5 1 3 2
UTI Treasury Advantage Fund 1 3 1 1 1 3 1 4 3
Axis Treasury Advantage Fund 2 3 2 3 1 3 1 2 4
DWS Ultra Short Term Fund 2 2 2 3 2 2 1 2 3
HDFC Floating Rate Income Fund - Short Term Plan 2 3 3 2 2 2 1 1 3
ICICI Prudential Flexible Income Plan 2 1 2 1 3 2 1 3 3
JM Money Manager Fund - Super Plus Plan 2 3 2 3 3 3 1 3 2
L&T Ultra Short Term Fund 2 2 3 4 3 3 1 3 1
Sundaram Ultra Short Term Fund 2 1 2 4 2 3 1 3 4
Baroda Pioneer Treasury Advantage Fund 3 2 4 5 3 3 1 4 3
Birla Sun Life Cash Manager 3 4 3 2 4 3 1 2 4
Birla Sun Life Floating Rate Fund - Long Term 3 2 3 3 3 3 1 3 2
Birla Sun Life Savings Fund 3 1 3 2 3 2 1 2 3
DSP BlackRock Money Manager Fund 3 3 3 3 3 3 1 4 3
DWS Treasury Fund - Investment Plan 3 3 4 4 3 5 1 2 1
ICICI Prudential Savings Fund 3 3 3 4 3 3 1 3 3
IDFC Money Manager Fund - Treasury Plan 3 4 2 4 2 4 1 5 2
IDFC Ultra Short Term Fund 3 2 3 3 3 1 1 4 3
Peerless Ultra Short Term Fund 3 5 2 5 5 4 1 3 4
SBI Ultra Short Term Debt Fund 3 3 3 2 2 2 1 3 3
Sundaram Flexible Fund - Short Term Plan 3 4 5 3 4 5 1 4 2
Tata Floater Fund 3 3 3 3 3 3 1 3 3
Templeton India Ultra-short Bond Fund 3 1 3 2 3 1 3 1 5
DWS Cash Opportunities Fund 4 4 3 5 3 4 1 3 4
HDFC Cash Management Fund - Treasury
Advantage Plan 4 5 3 1 3 5 2 1 3
IDFC Money Manager Fund - Investment Plan 4 4 4 3 4 4 1 5 1
JPMorgan India Treasury Fund 4 3 4 2 5 1 1 4 4
Kotak Floater - Long Term 4 3 4 3 4 3 1 2 4
Reliance Medium Term Fund 4 4 5 3 4 3 1 4 2
Templeton India Low Duration Fund 4 2 3 3 2 2 2 3 5
ICICI Prudential Ultra Short Term Plan 5 5 4 3 4 4 1 5 2
IDFC Banking Debt Fund 5 4 5 4 4 4 1 5 1
Kotak Flexi Debt 5 3 4 5 5 3 1 1 5
Reliance Floating Rate Fund 5 5 5 3 5 4 1 3 3
16. 16
Liquid funds (Cluster ranks are arranged alphabetically)
Mar - 14
Rank
Mean
Return
Volatility
Asset
Size
DRP
Asset
Quality
Company
Concentration
Liquidity
Weightages 42.5% 20.0% 5.0% 5.0% 10.0% 5.0% 12.5%
HDFC Liquid Fund 1 3 2 1 3 1 2 4
ICICI Prudential Liquid Plan 1 2 3 1 1 1 3 3
SBI Magnum InstaCash 1 2 1 4 3 1 2 3
SBI Premier Liquid Fund 1 3 2 1 4 1 2 3
Canara Robeco Liquid 2 3 2 4 3 1 3 1
DSP BlackRock Liquidity Fund 2 4 3 3 5 1 3 1
HSBC Cash Fund 2 2 1 4 2 1 2 3
ICICI Prudential Money Market Fund 2 5 1 3 5 1 4 3
IDFC Cash Fund 2 4 2 2 4 1 4 3
LIC Nomura MF Liquid Fund 2 4 2 2 2 1 2 2
Peerless Liquid Fund 2 1 3 4 1 1 2 2
Union KBC Liquid Fund 2 3 1 5 3 1 3 2
Axis Liquid Fund 3 3 3 3 3 1 3 3
BOI AXA Liquid Fund 3 3 2 5 4 1 1 4
DWS Insta Cash Plus Fund 3 5 5 3 4 1 1 2
HDFC Cash Management Fund - Savings Plan 3 4 3 2 2 1 1 3
JM High Liquidity Fund 3 2 3 4 3 1 2 4
L&T Liquid Fund 3 3 4 3 3 1 1 1
Pramerica Liquid Fund 3 4 3 5 4 1 3 3
Reliance Liquid Fund - Treasury Plan 3 2 4 2 2 1 3 4
Reliance Liquidity Fund 3 3 2 2 3 1 5 4
Religare Invesco Liquid Fund 3 3 4 3 2 1 3 2
Sundaram Money Fund 3 3 3 3 2 1 3 2
Tata Liquid Fund 3 4 2 3 4 1 3 3
Tata Money Market Fund 3 2 3 4 3 1 3 4
UTI Liquid Cash Plan 3 4 4 2 4 1 3 3
Baroda Pioneer Liquid Fund 4 2 5 2 2 1 3 3
Birla Sun Life Cash Plus 4 1 4 1 1 1 4 5
Birla Sun Life Floating Rate Fund - Short Term 4 1 3 3 2 1 4 5
JPMorgan India Liquid Fund 4 4 3 3 3 1 5 2
Kotak Floater - Short Term 4 3 3 3 3 1 4 3
Taurus Liquid Fund 4 2 3 4 1 1 2 5
Templeton India Treasury Management Account 4 1 5 3 4 1 4 3
UTI Money Market Fund 4 3 3 3 3 1 3 5
IDBI Liquid Fund 5 5 4 3 5 1 5 4
Kotak Liquid 5 3 5 2 3 1 5 1
Principal Cash Management Fund 5 3 4 5 3 1 4 4
Reliance Liquid Fund - Cash Plan 5 5 4 4 5 1 4 2
17. Contact us
Email ID: mfresearch@crisil.com
About CRISIL Limited
CRISIL is a global analytical company providing ratings, research, and risk and policy advisory services. We are India's leading ratings
agency. We are also the foremost provider of high-end research to the world's largest banks and leading corporations.
About CRISIL Research
CRISIL Research is India's largest independent and integrated research house. We provide insights, opinions, and analysis on the
Indian economy, industries, capital markets and companies. We are India's most credible provider of economy and industry research.
Our industry research covers 70 sectors and is known for its rich insights and perspectives. Our analysis is supported by inputs from
our network of more than 4,500 primary sources, including industry experts, industry associations, and trade channels. We play a key
role in India's fixed income markets. We are India's largest provider of valuations of fixed income securities, serving the mutual fund,
insurance, and banking industries. We are the sole provider of debt and hybrid indices to India's mutual fund and life insurance
industries. We pioneered independent equity research in India, and are today India's largest independent equity research house. Our
defining trait is the ability to convert information and data into expert judgments and forecasts with complete objectivity. We leverage
our deep understanding of the macro economy and our extensive sector coverage to provide unique insights on micro-macro and
cross-sectoral linkages. We deliver our research through an innovative web-based research platform. Our talent pool comprises
economists, sector experts, company analysts, and information management specialists.
CRISIL Privacy
CRISIL respects your privacy. We use your contact information, such as your name, address, and email id, to fulfil your request and
service your account and to provide you with additional information from CRISIL and other parts of McGraw Hill Financial you may find
of interest.
For further information, or to let us know your preferences with respect to receiving marketing materials, please visit
www.crisil.com/privacy. You can view McGraw Hill Financial’s Customer Privacy Policy at http://www.mhfi.com/privacy.
Last updated: May, 2013
Disclaimer
CRISIL Research, a division of CRISIL Limited (CRISIL) has taken due care and caution in preparing this Report based on the
information obtained by CRISIL from sources which it considers reliable (Data). However, CRISIL does not guarantee the accuracy,
adequacy or completeness of the Data / Report and is not responsible for any errors or omissions or for the results obtained from the
use of Data / Report. This Report is not a recommendation to invest / disinvest in any company covered in the Report. CRISIL
especially states that it has no financial liability whatsoever to the subscribers/ users/ transmitters/ distributors of this Report. CRISIL
Research operates independently of, and does not have access to information obtained by CRISIL’s Ratings Division / CRISIL Risk
and Infrastructure Solutions Limited (CRIS), which may, in their regular operations, obtain information of a confidential nature. The
views expressed in this Report are that of CRISIL Research and not of CRISIL’s Ratings Division / CRIS. No part of this Report may be
published / reproduced in any form without CRISIL’s prior written approval.
Stay Connected | CRISIL Website | Twitter | LinkedIn | YouTube | Facebook
CRISIL Limited
CRISIL House, Central Avenue,
Hiranandani Business Park, Powai, Mumbai – 400076. India
Phone: +91 22 3342 3000 | Fax: +91 22 3342 8088
www.crisil.com CRISIL Ltd is a Standard & Poor's company