Page 87 - mutual-fund-insight - Mar 2021_Neat
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Value Research pioneered mutual fund ratings way back in 1993 to enable
TOP-RATED investors make the right pick. The lowest rating is one star and the highest
is five stars. Ratings act as the first filter in fund selection, since they take
FUNDS into account the return as well as risk undertaken to achieve that return.
Risk-adjusted return from a fund is the sole basis of Value Research fund
rating (detailed methodology on page 50). Below are the schemes in various
categories that have been rated five and four star.
DEBT REGULAR (79/235)
HYBRID: CONSERVATIVE HYBRID DEBT: SHORT DURATION Kotak Dynamic Bond Reg
Baroda Conservative Hybrid Reg ABSL Short Term Reg Mirae Asset Dynamic Bond Reg
Canara Robeco Cons Hybrid Reg Axis Short Term Reg SBI Dynamic Bond Reg
Franklin Life Stage FoF 50s Plus FR Reg HDFC Short Term Debt Reg
DEBT: CORPORATE BOND
ICICI Pru Income Optimizer (FOF) Reg ICICI Pru Short Term Reg
ABSL Corporate Bond Reg
ICICI Pru Regular Savings Reg IDFC All Seasons Bond Reg
DSP Corporate Bond Reg
ICICI Pru Thematic Advantage (FOF) Reg IDFC Bond Short Term Reg
HDFC Corporate Bond Reg
IDFC Asset Allocation Cons Reg Kotak Bond Short-term Reg
ICICI Pru Corporate Bond Reg
Kotak Asset Allocator Reg
DEBT: LOW DURATION IDFC Corporate Bond Reg
Kotak Debt Hybrid Reg
ABSL Low Duration Reg Kotak Corporate Bond Reg
SBI Debt Hybrid Reg
Axis Treasury Advantage Reg UTI Corporate Bond Reg
SBI Magnum Children’s Benefit - Savings
HDFC Low Duration Reg
Tata Retrmnt Savings Cons Reg DEBT: CREDIT RISK
ICICI Pru Savings Reg
Axis Credit Risk Reg
HYBRID: EQUITY SAVINGS IDFC Low Duration Reg
HDFC Credit Risk Debt Reg
Axis Equity Saver Reg Invesco India Treasury Advtg Reg
ICICI Pru Credit Risk Reg
Edelweiss Equity Savings Reg JM Low Duration Reg
IDFC Credit Risk Reg
ICICI Pru Equity Savings Reg Kotak Low Duration Reg
Kotak Credit Risk Reg
Kotak Equity Savings Reg Mahindra Manulife Low Duration Fund Reg
Mahindra Manulife Credit Risk Fund Reg
Principal Equity Savings Reg SBI Magnum Low Duration Reg
SBI Credit Risk Reg
DEBT: MEDIUM TO LONG DURATION DEBT: ULTRA SHORT TERM
DEBT: BANKING AND PSU
ICICI Pru Bond Reg ABSL Savings Reg
Axis Banking & PSU Debt Reg
ICICI Pru Debt Management (FOF) Reg HDFC Ultra Short Term Reg
IDFC Banking & PSU Debt Reg
IDFC Bond Income Reg ICICI Pru Ultra Short Term Reg
Kotak Banking & PSU Debt Reg
Nippon India Income Reg IDFC Ultra Short Term Reg
LIC MF Banking & PSU Debt Reg
SBI Magnum Income Reg Kotak Savings Reg
Nippon India Banking & PSU Debt Reg
DEBT: MEDIUM DURATION L&T Ultra Short Term Reg
HDFC Medium Term Debt Reg PGIM India Ultra ST Reg
ICICI Pru Medium Term Bond Reg SBI Magnum Ultra Short Duration Reg
ICICI Pru Retrmnt Pure Debt Reg DEBT: DYNAMIC BOND
IDFC Bond Medium Term Reg Axis Dynamic Bond Reg
Indiabulls Income Reg DSP Strategic Bond Reg
SBI Magnum Medium Duration Reg ICICI Pru All Seasons Bond Reg
IDFC Dynamic Bond Reg
RATING DOWNGRADE List of funds that moved out of the five- and four-star grades in January 2021
Indiabulls Savings Income Reg L&T Short Term Bond Reg
L&T Flexi Bond Reg
Funds suspended for sale have been excluded.
Mutual Fund Insight March 2021 83
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