Business Today
Business Today-Value Research rankings of best mutual funds and fund managers
Business Today in association with Value Research ranks the best mutual funds and fund managers in India. Here's the list.
Best Mutual Funds: The Rankings
Business Today in association with Value Research ranks the best mutual funds and fund managers in India. Here's the list.

India's

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The full list









Return (%)
RankSchemeOverall scoreValue Research ratingReturn scoreReturn ratingRisk scoreRisk rating1 Year2 Year3 Year6 Months AAUM (Cr)

Equity: Aggressive Growth 








1Magnum Emerging Businesses69.12*****169.22High100.09Average-10.589.0935.48442.36
2ICICI Prudential Discovery60.97*****143.38High82.41Below Average-23.73-1.3131.661691.12
3Magnum Global53.57*****143.88High90.32Below Average-14.210.6630.54932.64
4IDFC Premier Equity50.29*****131.58High81.29Below Average-18.004.0729.842397.59
5Tata Dividend Yield45.84*****119.00Above Average73.16Low-16.934.8627.49241.39
6Tata Ethical44.14*****122.05Above Average77.90Low-16.64-0.0827.42105.25
7HDFC Mid-Cap Opportunities42.68****124.08Above Average81.40Below Average-18.313.8928.031653.38
8Birla Sun Life Dividend Yield Plus40.70****114.18Above Average73.48Low-18.812.6826.001033.98
9DSPBR Micro Cap Reg39.02****151.07High112.05Above Average-27.162.3631.26452.23
10IDFC Sterling Equity36.98****114.97Above Average77.99Low-22.36-0.7826.391104.90
11Reliance Equity Opportunities31.88****131.68High99.79Average-21.631.1128.753161.67
12DSPBR Small and Mid Cap Reg25.77****128.64Above Average102.87Average-27.21-2.8727.381210.71
13AIG India Equity Reg25.47****99.41Average73.94Low-15.18-2.6822.85150.32
14HDFC Capital Builder23.66****104.37Average80.71Low-23.64-0.9723.68497.98
15UTI Master Value23.19****127.10Above Average103.91Average-25.16-2.4527.41680.04
16HDFC Equity21.15****114.28Above Average93.13Below Average-26.72-2.6924.869305.87
17Franklin India Prima19.22****113.46Above Average94.24Average-22.06-3.6524.42739.49
18HDFC Core & Satellite18.50****111.90Average93.40Average-25.96-2.5324.33366.83
19Principal Emerging Bluechip14.44****118.66Above Average104.22Average-34.73-11.5924.56285.58
20HDFC Premier Multi-Cap14.04***105.80Average91.76Below Average-22.60-2.1223.07428.58
21Sundaram Select Midcap Reg13.37***128.54Above Average115.17Above Average-23.67-3.9925.542065.10
22Templeton India Equity Income12.71***112.07Above Average99.36Average-23.66-2.6624.611009.04
23UTI Mid Cap10.90***111.58Average100.68Average-23.92-4.8724.00297.08
24Fidelity International Opportunities9.10***94.41Average85.31Below Average-17.820.0821.42344.11
25Morgan Stanley A.C.E.8.46***104.77Average96.31Average-26.21-4.6323.07335.75
26Birla Sun Life Small & Midcap8.38***113.50Above Average105.12Above Average-23.32-4.4123.74126.95
27HDFC Growth6.87***92.05Average85.18Below Average-21.240.2920.801248.76
28Taurus Starshare6.06***108.40Average102.33Average-20.53-0.9522.07161.11
29Tata Equity PE2.59***99.64Average97.05Average-23.76-5.6221.95665.11
30Birla Sun Life Mid Cap1.98***109.33Average107.35Above Average-26.45-8.7222.351415.79
31Goldman Sachs Nifty Junior BeES1.61***107.95Average106.34Above Average-31.62-10.2422.21137.46
32DSPBR Equity-0.40***89.51Below Average89.91Below Average-23.89-4.5020.252366.88
33Franklin India Smaller Companies-0.56***102.80Average103.37Average-25.91-6.2621.58383.59
34JP Morgan India Smaller Companies-0.93***100.76Average101.69Average-24.78-2.6021.42150.40
35Birla Sun Life Long Term Advantage-6.32***85.97Below Average92.29Below Average-24.20-4.0019.42210.16
36HDFC Long-term Equity-7.29***83.51Below Average90.80Below Average-22.84-2.9818.83630.66
37Kotak Mid-Cap-7.47***96.82Average104.29Above Average-26.90-3.2720.81284.15
38Fidelity India Special Situations-7.96***94.70Average102.65Average-22.58-2.6519.78731.72
39Magnum Multiplier Plus-8.14**80.95Below Average89.09Below Average-25.75-5.8818.431076.23
40Principal Dividend Yield-11.63**76.17Below Average87.80Below Average-26.84-4.4917.64100.39
41Templeton India Growth-11.92**95.26Average107.18Above Average-29.57-7.3220.70761.00
42Kotak Opportunities-12.42**81.76Below Average94.18Average-22.85-4.3818.09830.11
43Tata Equity Opportunities-12.98**83.04Below Average96.02Average-23.03-8.0718.15305.26
44Reliance Growth-15.85**87.52Below Average103.37Average-27.40-7.7718.865925.67
45Franklin India High Growth Companies-15.95**91.56Below Average107.51Above Average-24.97-7.1919.61614.85
46Reliance Regular Savings Equity-16.13**91.86Average107.99Above Average-29.98-8.4919.332965.39
47Tata Capital Builder-21.30**72.47Below Average93.77Average-24.97-7.6716.51104.19
48Magnum Midcap-24.52**106.32Average130.84High-25.79-7.7420.22230.44
49ICICI Prudential Midcap-25.20**83.29Below Average108.49Above Average-32.60-10.2417.39268.48
50Reliance Long Term Equity-27.03**78.38Below Average105.42Above Average-28.61-5.1617.271158.26
51Sundaram S.M.I.L.E. Reg-35.51**89.66Below Average125.17High-32.72-13.9017.79494.69
52Birla Sun Life Equity-39.64*70.33Low109.96Above Average-29.38-10.2115.12783.00
53Birla Sun Life Special Situations-54.25*61.99Low116.24High-26.50-9.2913.45197.41
54Sundaram Equity Multiplier-54.52*57.80Low112.32Above Average-23.26-7.6012.73216.58
55JM Multi Strategy-100.18*34.30Low134.49High-36.05-17.907.16227.49
56HSBC Midcap Equity-111.50*45.80Low157.29High-43.47-20.288.17114.61
57HSBC Progressive Themes-153.06*-13.43Low139.63High-40.51-20.63-1.04174.69


 










 










Overall scoreValue Research ratingReturn scoreReturn ratingRisk score
Return (%)
RankSchemeRisk rating1 Year2 Year3 Year6 Months AAUM (Cr)













Equity: Long Term Growth









1UTI Opportunities84.08*****159.49High75.40Low-12.112.4427.532017.63
2ICICI Prudential Focused Bluechip Equity Retail72.64*****153.24High80.59Low-16.413.0626.633271.27
3Mirae Asset India Opportunities Regular66.65*****166.44High99.79Average-19.64-0.5327.47187.47
4UTI Dividend Yield59.38*****134.82Above Average75.43Low-17.541.2323.943445.42
5Canara Robeco Equity Diversified58.08*****149.34High91.26Below Average-15.860.7625.13462.44
6Fidelity India Growth55.92*****139.55High83.62Below Average-21.180.1324.19322.67
7Principal Large Cap50.14****139.85High89.71Below Average-25.71-5.1823.63398.38
8Fidelity Equity49.05****132.96Above Average83.91Below Average-20.960.1623.143379.03
9Franklin India Bluechip48.48****130.85Above Average82.37Low-18.250.2622.864143.27
10ICICI Prudential Indo Asia Equity Retail40.08****122.99Above Average82.91Low-15.05-0.1621.73183.71
11UTI Equity39.85****123.23Above Average83.39Below Average-19.09-1.2621.761905.64
12HDFC Top 20036.61****134.09Above Average97.48Average-24.30-2.7022.5610614.58
13ICICI Prudential Dynamic33.18****112.46Above Average79.27Low-20.32-1.7020.244010.62
14Magnum Equity31.33****125.84Above Average94.51Average-19.71-2.5321.32453.96
15DSPBR Opportunities24.70****115.75Above Average91.06Below Average-25.06-3.5320.17665.95
16Franklin India Flexi Cap24.08****126.22Above Average102.14Average-22.25-3.0021.091800.29
17Birla Sun Life Frontline Equity22.35****120.49Above Average98.14Average-22.93-4.3520.332845.33
18Franklin India Prima Plus21.61****116.14Above Average94.53Average-16.42-0.0720.011750.86
19DSPBR Top 100 Equity Inst21.03****105.83Average84.79Below Average-19.52-2.8218.91164.21
20Tata Pure Equity16.96***106.03Average89.07Below Average-21.22-3.2018.41580.30
21DSPBR Top 100 Equity Reg16.83***102.46Average85.63Below Average-19.85-3.2518.362869.25
22UTI Mastershare13.45***102.03Average88.59Below Average-19.72-2.4818.322386.15
23JP Morgan India Equity9.08***108.64Average99.56Average-22.60-1.0918.85333.16
24ICICI Prudential Top 1006.59***99.90Average93.30Average-20.33-3.2317.81294.45
25Tata Equity Management5.45***91.87Average86.41Below Average-21.10-4.5416.51136.12
26Kotak 502.88***91.34Average88.46Below Average-18.46-2.6216.49834.21
27Birla Sun Life Top 1000.45***99.62Average99.17Average-21.60-3.8017.51292.65
28Reliance Quant Plus Retail-1.27***108.79Above Average110.05Above Average-25.16-3.1318.33156.38
29ICICI Prudential Top 200-4.83***103.09Average107.92Average-27.41-5.9817.67481.92
30SBI Bluechip-5.52***101.37Average106.90Average-24.23-7.9216.79722.53
31IDFC Imperial Equity-6.53***85.71Below Average92.24Average-20.57-3.8215.58361.40
32Sundaram India Leadership Reg-7.87***102.66Average110.53Above Average-24.32-4.3417.09131.28
33SBI One India-10.98***96.80Average107.78Average-24.92-7.8116.17498.66
34BNP Paribas Equity-11.15***82.03Below Average93.18Average-17.82-1.4915.01119.78
35UTI Master Plus '91-12.43***88.71Average101.14Average-21.57-4.3515.56834.41
36IDFC Equity-12.77***96.01Average108.78Above Average-23.34-4.6816.51384.56
37HSBC India Opportunities-13.49***78.22Below Average91.72Average-18.66-2.9714.65161.55
38Goldman Sachs Nifty ETS-13.84***100.93Average114.78Above Average-23.87-4.9116.87609.24
39Birla Sun Life International Equity Plan B-15.40***74.64Below Average90.04Below Average-18.41-4.2314.03251.48
40Morgan Stanley Growth-17.36***93.57Average110.93Above Average-29.16-7.5515.811321.97
41Franklin India Opportunities-18.95**86.93Below Average105.88Average-23.32-6.2915.11346.70
42LIC Nomura MF Growth-19.83**95.36Average115.19Above Average-26.89-7.3215.46103.76
43Franklin India Index NSE Nifty-19.97**95.86Average115.83Above Average-24.40-5.5616.07136.71
44Birla Sun Life Advantage-23.89**97.31Average121.20High-28.03-9.2615.53304.53
45HSBC Equity-25.13**68.16Below Average93.29Average-22.68-4.4813.09756.59
46Reliance Top 200 Retail-25.15**87.60Below Average112.75Above Average-26.45-6.3015.04845.57
47UTI Nifty Index-25.56**91.88Average117.44High-24.83-5.9315.43180.66
48Reliance Vision-29.35**87.06Below Average116.41Above Average-28.55-9.2514.472348.43
49Magnum Contra-29.94**86.82Below Average116.76Above Average-28.24-11.3214.442752.27
50Sundaram Growth Reg-32.17**84.60Below Average116.77Above Average-27.17-7.4614.07164.40
51UTI Leadership Equity-32.66**75.29Below Average107.95Above Average-23.98-7.1213.37639.43
52Principal Growth-35.51**66.54Below Average102.06Average-30.91-11.2112.35197.55
53DWS Alpha Equity Regular-37.12**65.60Low102.72Average-26.17-7.1412.51104.86
54IDFC Classic Equity Plan A-39.47*63.36Low102.83Average-26.79-8.4911.84168.07
55Sundaram Select Focus Reg-48.74*74.14Below Average122.88High-23.67-7.3212.45715.69
56Magnum MultiCap-52.19*63.52Low115.71Above Average-30.69-12.7811.21415.35
57UTI Contra-76.69*46.95Low123.64High-32.26-14.038.81157.52
58LIC Nomura MF Top 100-83.93*34.29Low118.22High-29.00-11.267.17228.74
59Reliance Equity-121.24*4.75Low125.99High-30.11-16.282.741149.22


 










Overall scoreValue Research ratingReturn scoreReturn ratingRisk score
Return (%)
RankSchemeRisk rating1 Year2 Year3 Year6 Months AAUM (Cr)

Hybrid: Conservative Growth









1HDFC Balanced67.39*****142.90Above Average75.51Below Average-10.575.9424.85462.08
2HDFC Prudence51.41****150.89High99.49Average-15.833.1125.266228.29
3Tata Balanced32.57****120.08Above Average87.51Below Average-12.020.5320.94317.98
4Birla Sun Life 9519.46****118.87Average99.41Average-13.861.5320.61475.46
5ICICI Prudential Eq & Der Volatility Advantage Reg12.13***84.87Average72.74Low-8.772.5416.30155.90
6ICICI Prudential Balanced9.47***93.71Average84.23Below Average-9.333.6917.46294.67
7Canara Robeco Balance3.60***113.82Average110.22Above Average-9.762.9119.63185.47
8Reliance Regular Savings Balanced-7.30***119.19Above Average126.49High-19.27-0.7120.10708.35
9FT India Balanced-11.32***82.04Below Average93.36Average-12.400.2915.42226.95
10DSPBR Balanced-14.02**91.83Average105.85Average-16.95-1.9916.59709.89
11UTI Balanced-32.01**83.58Below Average115.58Above Average-19.23-3.0615.14913.38
12Magnum Balanced-55.22**70.63Below Average125.85Above Average-22.23-6.4612.87397.64
13LIC Nomura MF ULIS-76.15*27.61Low103.76Average-14.89-3.977.67123.89













BSE Sensex





-24.64-5.9317.01

S&P CNX Nifty





-24.62-5.7116.04












Trailing Returns as on December 31, 2011
AAUM: Average assets under management
Source: BT-Value Research Best Mutual Funds Study
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