CRISIL has released CRISIL Mutual Fund Ranking (CMFR) for the June quarter in which it has listed the top performing mutual funds in each category.
The report shows that Axis Bluechip Fund, Canara Robeco Bluechip Equity Fund and JM Large Cap Fund are the top three funds in the large cap category. These funds were also the top performing funds in the preceding quarter.
CRISIL has taken into account past performance, mean return, volatility, quality of portfolio and liquidity as some of the parameters to come up with its mutual fund rankings for the quarter ended June.
Large Cap funds - Cluster ranks are arranged alphabetically. Figures in brackets indicate previous quarter ranks.
|
Large Cap funds |
Jun Rank Regular |
Jun Rank Direct |
Active Return Reg |
Active Return Dir |
Volatility Reg |
Volatility Dir |
Industry Concentration |
Company Concentration |
Liquidity |
|
Weightages |
55 % |
25 % |
10% |
5% |
5% |
||||
|
Axis Bluechip Fund |
1 (1) |
1 (1) |
1 (1) |
1 (1) |
1 (1) |
1 (1) |
4 (4) |
3 (3) |
4 (4) |
|
Canara Robeco Bluechip Equity Fund |
1 (1) |
1 (1) |
1 (1) |
1 (1) |
2 (2) |
2 (2) |
3 (2) |
2 (2) |
3 (2) |
|
JM Large Cap Fund |
1 (1) |
1 (1) |
2 (1) |
2 (1) |
1 (1) |
1 (1) |
1 (2) |
2 (1) |
2 (3) |
|
BNP Paribas Large Cap Fund |
2 (2) |
2 (2) |
1 (2) |
1 (2) |
1 (1) |
1 (1) |
3 (3) |
3 (3) |
3 (3) |
|
Edelweiss Large Cap Fund |
2 (2) |
2 (2) |
3 (2) |
2 (2) |
2 (2) |
2 (2) |
1 (3) |
1 (1) |
3 (3) |
|
HSBC Large Cap Equity Fund |
2 (3) |
3 (3) |
2 (3) |
3 (3) |
3 (3) |
3 (3) |
4 (4) |
5 (5) |
2 (2) |
|
IDFC Large Cap |
2 (3) |
2 (3) |
2 (3) |
2 (3) |
3 (3) |
3 (3) |
1 (2) |
4 (4) |
3 (3) |
|
Kotak Bluechip Fund |
2 (3) |
2 (3) |
2 (3) |
2 (3) |
3 (3) |
3 (3) |
2 (3) |
2 (3) |
3 (3) |
|
LIC MF Large Cap Fund |
2 (2) |
2 (2) |
3 (2) |
3 (2) |
2 (2) |
2 (2) |
3 (4) |
4 (3) |
2 (2) |
|
Baroda Large Cap Fund |
3 (2) |
3 (2) |
3 (2) |
3 (2) |
2 (2) |
2 (2) |
2 (1) |
2 (2) |
2 (3) |
|
Essel Large Cap Equity Fund |
3 (4) |
3 (4) |
4 (4) |
3 (4) |
4 (4) |
4 (4) |
4 (3) |
4 (3) |
1 (1) |
|
ICICI Prudential Bluechip Fund |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
2 (2) |
3 (3) |
4 (4) |
|
IDBI India Top 100 Equity Fund |
3 (2) |
3 (2) |
3 (2) |
3 (2) |
3 (3) |
3 (3) |
3 (3) |
3 (2) |
1 (2) |
|
Invesco India Largecap Fund |
3 (3) |
2 (3) |
2 (3) |
2 (3) |
3 (3) |
3 (3) |
3 (4) |
5 (5) |
2 (3) |
|
L&T India Large Cap Fund |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (4) |
3 (4) |
3 (3) |
3 (2) |
3 (2) |
|
Mirae Asset Large Cap Fund |
3 (3) |
3 (3) |
2 (3) |
2 (3) |
4 (4) |
4 (4) |
4 (3) |
3 (3) |
4 (4) |
|
PGIM India Large Cap Fund |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
4 (4) |
4 (4) |
5 (5) |
4 (4) |
2 (3) |
|
Union Largecap Fund |
3 |
3 |
3 |
3 |
4 |
4 |
3 |
3 |
3 |
|
UTI Mastershare Unit Scheme |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
2 (2) |
2 (2) |
2 (1) |
2 (2) |
4 (4) |
|
Aditya Birla Sun Life Frontline Equity Fund |
4 (4) |
4 (4) |
4 (4) |
4 (4) |
3 (3) |
3 (3) |
3 (3) |
2 (3) |
5 (5) |
|
DSP Top 100 Equity Fund |
4 (4) |
4 (4) |
3 (3) |
4 (4) |
5 (5) |
5 (5) |
4 (5) |
3 (3) |
3 (3) |
|
Franklin India Bluechip Fund |
4 (5) |
4 (5) |
4 (5) |
4 (5) |
3 (3) |
3 (3) |
3 (2) |
4 (4) |
4 (3) |
|
Indiabulls Bluechip Fund |
4 (3) |
4 (3) |
4 (3) |
4 (3) |
3 (3) |
3 (3) |
5 (5) |
4 (5) |
1 (1) |
|
SBI Blue Chip Fund |
4 (4) |
4 (4) |
4 (4) |
4 (3) |
4 (3) |
4 (3) |
3 (3) |
1 (1) |
5 (5) |
|
Tata Large Cap Fund |
4 (4) |
4 (4) |
4 (4) |
4 (4) |
5 (4) |
5 (4) |
4 (4) |
5 (4) |
3 (3) |
|
HDFC Top 100 Fund |
5 (5) |
5 (5) |
5 (5) |
5 (5) |
4 (5) |
4 (5) |
5 (3) |
3 (4) |
4 (4) |
|
Nippon India Large Cap Fund |
5 (5) |
5 (5) |
5 (5) |
5 (5) |
5 (5) |
5 (5) |
2 (1) |
1 (3) |
5 (5) |
|
Taurus Large Cap Equity Fund |
5 (3) |
5 (3) |
5 (4) |
5 (4) |
2 (3) |
2 (3) |
2 (3) |
3 (3) |
3 (1) |
Multi cap funds - In the multi cap fund space, Canara Robeco Equity Diversified, PGIM India Diversified Equity Fund and UTI Equity Fund are rated as the top performing funds.
While Canara Robeco Equity Diversified Fund and UTI Equity Fund were at the top spot in the previous quarter as well, PGIM India Diversified Equity Fund has moved up the ladder to join at the top.
|
Multi Cap funds |
Jun Rank Reg |
Jun Rank Dir |
Active Return Reg |
Active Return Dir |
Volatility - Reg |
Volatility - Dir |
Industry Concentration |
Company Concentration |
Liquidity |
|
Weightages |
55% |
25 % |
10% |
5% |
5% |
||||
|
Canara Robeco Equity Diversified |
1 (1) |
1 (1) |
1 (1) |
1 (1) |
2 (2) |
2 (2) |
2 (3) |
2 (3) |
3 (3) |
|
PGIM India Diversified Equity Fund |
1 (2) |
1 (2) |
1 (3) |
1 (2) |
3 (4) |
3 (4) |
1 (1) |
3 (2) |
2 (2) |
|
UTI Equity Fund |
1 (1) |
2 (1) |
1 (1) |
2 (1) |
1 (1) |
1 (1) |
3 (3) |
2 (1) |
5 (5) |
|
DSP Equity Fund |
2 (2) |
2 (2) |
2 (1) |
1 (1) |
4 (4) |
4 (4) |
4 (4) |
1 (3) |
3 (3) |
|
Kotak Standard Multicap Fund |
2 (3) |
2 (3) |
2 (2) |
2 (3) |
3 (3) |
3 (3) |
2 (3) |
2 (2) |
4 (4) |
|
LIC MF Multicap Fund |
2 (2) |
2 (2) |
2 (2) |
2 (2) |
2 (2) |
2 (2) |
4 (4) |
4 (4) |
2 (2) |
|
Mahindra Manulife Multi Cap Badhat Yojana |
2 |
1 |
2 |
2 |
3 |
3 |
3 |
3 |
2 |
|
Union Multi Cap Fund |
2 (2) |
2 (2) |
2 (2) |
2 (2) |
3 (2) |
3 (2) |
4 (3) |
3 (3) |
2 (1) |
|
Baroda Multi Cap Fund |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (2) |
3 (2) |
|
BNP Paribas Multi Cap Fund |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
2 (2) |
2 (2) |
3 (4) |
3 (4) |
3 (3) |
|
Edelweiss Multi-Cap Fund |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (1) |
2 (2) |
|
HSBC Multi Cap Equity Fund |
3 (4) |
3 (4) |
3 (4) |
3 (4) |
5 (5) |
5 (5) |
4 (5) |
4 (4) |
1 (2) |
|
IDBI Diversified Equity Fund |
3 (2) |
3 (2) |
3 (2) |
3 (2) |
1 (1) |
1 (1) |
2 (2) |
1 (1) |
3 (3) |
|
Invesco India Multicap Fund |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
1 (1) |
4 (3) |
3 (3) |
|
JM Multicap Fund |
3 (1) |
3 (1) |
3 (2) |
3 (2) |
4 (3) |
4 (3) |
5 (5) |
5 (5) |
1 (1) |
|
L&T Equity Fund |
3 (4) |
3 (4) |
4 (4) |
4 (4) |
1 (2) |
1 (2) |
1 (2) |
2 (2) |
3 (3) |
|
Principal Multi Cap Growth Fund |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
4 (4) |
4 (4) |
3 (3) |
3 (3) |
3 (3) |
|
SBI Magnum MultiCap Fund |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
2 (1) |
2 (1) |
3 (2) |
4 (3) |
4 (4) |
|
Aditya Birla Sun Life Equity Fund |
4 (3) |
4 (3) |
3 (3) |
3 (3) |
4 (4) |
4 (4) |
4 (3) |
3 (4) |
3 (3) |
|
Franklin India Equity Fund |
4 (5) |
4 (4) |
4 (4) |
4 (4) |
3 (3) |
3 (3) |
2 (1) |
3 (3) |
4 (4) |
|
ICICI Prudential Multicap Fund |
4 (4) |
4 (4) |
4 (4) |
4 (4) |
3 (3) |
3 (3) |
3 (2) |
4 (3) |
3 (3) |
|
IDFC Multi Cap Fund |
4 (3) |
4 (3) |
4 (3) |
4 (3) |
2 (3) |
2 (3) |
3 (4) |
1 (2) |
5 (5) |
|
Motilal Oswal Multicap 35 Fund |
4 (4) |
4 (4) |
4 (4) |
4 (4) |
4 (4) |
4 (4) |
5 (5) |
5 (5) |
4 (4) |
|
HDFC Equity Fund |
5 (5) |
5 (5) |
5 (5) |
5 (5) |
5 (5) |
5 (5) |
5 (4) |
5 (5) |
4 (4) |
|
Nippon India Multicap Fund |
5 (5) |
5 (5) |
5 (5) |
5 (5) |
5 (5) |
5 (5) |
2 (2) |
2 (4) |
5 (5) |
|
Taurus Starshare (Multi Cap) Fund |
5 (4) |
5 (5) |
5 (5) |
5 (5) |
3 (3) |
3 (3) |
3 (3) |
3 (3) |
1 (1) |
Note: Cluster ranks are arranged alphabetically. Figures in brackets indicate previous quarter ranks.
Mid cap funds
In the mid cap funds space, Axis Midcap Fund and Invesco India Mid Cap Fund retained their top spots.
|
Mid Cap funds |
Jun Rank - Reg |
Jun Rank - Dir |
Active Return - Reg |
Active Return - Dir |
Volatility - Reg |
Volatility - Dir |
Industry Concentration |
Company Concentration |
Liquidity |
|
Weightages |
55 % |
25 % |
10% |
5% |
5% |
||||
|
Axis Midcap Fund |
1 (1) |
1 (1) |
1 (1) |
1 (1) |
1 (1) |
1 (1) |
3 (3) |
3 (3) |
3 (3) |
|
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