Page 89 - mutual-fund-insight - Mar 2021_Neat
P. 89
Star ratings of funds are recalculated each month with no subjective input. A
TOP-RATED fund is rated only when there are minimum 10 funds in the category, with a
minimum three-year history for equity and hybrid funds and 18-month
FUNDS history for debt funds. In the case of equity funds, a fund’s overall rating
stems from a weighted average of two time periods – three and five years –
where available. Equity funds less than three-year old are not rated and debt
funds with less than 18-month history are also not rated.
EQUITY REGULAR (75/227)
HYBRID: AGGRESSIVE HYBRID EQUITY: LARGE & MIDCAP Kotak Emerging Equity Reg
BNP Paribas Substantial Eqt Hybrid Reg Canara Robeco Emerging Equities Reg PGIM India Midcap Opp Reg
Canara Robeco Eqt Hybrid Reg Edelweiss Large & Midcap Reg Taurus Discovery (Midcap) Reg
DSP Equity & Bond Reg Invesco India Growth Opp Reg
EQUITY: SMALL CAP
HDFC Children’s Gift Reg Kotak Equity Opportunities Reg
Axis Small Cap Reg
HDFC Retrmnt Svngs Hybrid Eqt Reg LIC MF Large & Midcap Reg
Kotak Small Cap Reg
Kotak Equity Hybrid Reg Mirae Asset Emerging Bluechip Reg
Nippon India Small Cap Reg
Mirae Asset Hybrid Equity Reg Principal Emerging Bluechip Reg
SBI Small Cap Reg
Quant Absolute Reg Sundaram Large & Midcap Reg
EQUITY: VALUE ORIENTED
SBI Equity Hybrid Reg Tata Large & Midcap Reg
Invesco India Contra Reg
Sundaram Equity Hybrid Reg
EQUITY: FLEXI CAP
Kotak India EQ Contra Reg
EQUITY: LARGE CAP Axis Flexi Cap Reg
Tata Equity PE Reg
Axis Bluechip Reg Axis Focused 25 Reg
UTI Value Opportunities Reg
Canara Robeco Bluechip Eqt Reg Canara Robeco Flexi Cap Reg
EQUITY: ELSS
Edelweiss Large Cap Reg DSP Flexi Cap Reg
Axis Long Term Equity Reg
HDFC Index Nifty 50 Reg IIFL Focused Equity Reg
BOI AXA Tax Advantage Reg
HDFC Index Sensex Reg JM Flexicap Reg
Canara Robeco Eqt Tax Saver Reg
ICICI Pru Nifty Index Reg Kotak Flexicap Reg
DSP Tax Saver Reg
ICICI Pru Sensex Index Reg Parag Parikh Flexi Cap Reg
Invesco India Tax Reg
IDFC Nifty Reg PGIM India Flexi Cap Reg
JM Tax Gain Reg
LIC MF Index Sensex Reg Principal Focused Multicap Reg
Kotak Tax Saver Reg
Mirae Asset Large Cap Reg SBI Focused Equity Reg
Mirae Asset Tax Saver Reg
Motilal Oswal Focused 25 Reg Tata Retrmnt Svngs Progressive Reg
Quant Tax Reg
Nippon India Index Sensex Reg Union Flexi Cap Reg
Taurus Tax Shield Reg
SBI Nifty Index Reg UTI Flexi Cap Reg
UTI Long Term Equity Reg
Sundaram Select Focus Reg
EQUITY: MID CAP
Tata Index Nifty Reg
Axis Midcap Reg
Tata Index Sensex Reg
DSP Midcap Reg
UTI Nifty Index Reg
Invesco India Midcap Reg
RATING DOWNGRADE List of funds that moved out of the five- and four-star grades in January 2021
IDFC Large Cap Reg JM Equity Hybrid Reg Quant Active Reg Tata Retrmnt Svngs Moderate Reg
L&T India Value Reg Principal Hybrid Equity Reg Tata India Tax Savings Reg
Funds suspended for sale have been excluded.
Mutual Fund Insight March 2021 85
Subscription copy of [sabareesan.nair@gmail.com]. Redistribution prohibited.
