Thursday, July 28, 2011

Balanced funds-CRISIL Mutual Fund Ranking : Quarter Ended March 2011

Balanced funds
  Mar-11 Rank Change Dec-10 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
HDFC Balanced Fund 1 1 1 2 1 3 4 5
HDFC Prudence Fund 1 1 1 4 3 1 3 4
                   
Birla Sun Life 95 Fund 2 2 2 1 2 2 2 2
ICICI Prudential Balanced Fund 2 3 2 3 3 2 4 4
Reliance Regular Savings Fund - Balanced 2 2 2 3 3 4 3 3
Tata Balanced Fund 2 2 2 4 4 3 1 3
                   
Canara Robeco Balance 3 3 3 1 2 2 2 3
DSP BlackRock Balanced Fund 3 2 3 2 1 4 3 5
Principal Conservative Growth Fund 3 3 3 3 3 4 4 4
Sundaram Balanced Fund 3 3 3 5 4 3 3 1
UTI Balanced Fund 3 3 3 5 2 5 5 3
                   
FT India Balanced Fund 4 4 4 3 4 2 3 2
ICICI Prudential Equity and Derivatives Fund - Volatility Advantage Plan 4 4 4 4 5 1 2 4
Kotak Balance 4 4 4 2 2 4 4 3
SBI Magnum Balanced Fund 4 3 4 3 3 3 1 2
                   
LIC NOMURA MF Balanced Fund - Plan C 5 5 5 2 5 5 5 1
Principal Balanced Fund 5 4 5 4 4 3 2 2
K = Equity Component in Hybrid Funds