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Listed Schemes | Open Ended Schemes | Close Ended Schemes | Mutual Funds News | Latest Mutual Fund NAV's | Scheme Code
Market Watch - Mutual Fund - Open Ended Schemes
Top Performers/laggards for the Quarter Ended 16th May 2008
Open-Ended
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 Sundaram BNP Paribas Global Advantage Fund Sundaram 17.01 NA
2 ING Global Real Estate Fund ING 16.90 NA
3 DWS Global Thematic Offshore Fund Deutsche 16.72 NA
4 DSP Merrill Lynch World Gold Fund DSP Merrill 3.10 NA
5 ICICI Prudential Very Cautious Plan Prudential 1.93 7.84
6 Grindlays SCASBF - Plan A Stanchart 1.74 8.85
7 FT India Life Stage Fund of Funds - 50s Plus Floating Rate Plan Templeton 1.34 11.30
8 OptiMix Asset Allocator Multi-Manager FoF ING 0.72 18.79
9 FT India Dynamic PE Ratio Fund of Funds Templeton -1.17 20.53
10 ICICI Prudential Moderate Plan Prudential -2.69 10.29
11 FT India Life Stage Fund of Funds The 20s Plan Templeton -2.99 16.91
12 FT India Life Stage Fund of Funds The 30s Plan Templeton -3.24 13.56
13 Birla AAF - Moderate Plan Birla -3.30 11.54
14 ICICI Prudential Aggressive Plan Prudential -3.61 10.26
15 Birla AAF - Aggressive Plan Birla -4.87 9.97
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 OptiMix 5 Star Multi - Manager FoF Scheme ING -6.76 16.89
2 Kotak Equity FOF Kotak -6.17 17.16
3 ICICI Prudential Very Aggressive Plan Prudential -5.53 10.78
4 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton -2.41 11.59
5 FT India Life Stage Fund of Funds The 40s Plan Templeton -1.87 13.57
6 OptiMix Income Growth Multi Manager - 30% Equity Plan - A ING -1.53 8.76
7 OptiMix Income Growth Multi Manager - 15% Equity Plan - A ING -0.90 8.62
8 OptiMix Active Debt Multi - Manager FoF Scheme ING -0.60 8.26
 
Sectoral-Power
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Reliance Diversified Power Sector Fund Reliance -6.20 66.82
2 Reliance Diversified Power Sector Fund - Institutional Reliance -8.41 66.82
 
ETF
Returns - total schemes 5
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Gold Exchange Traded Fund UTI 4.29 37.49
2 Gold BeES Benchmark 4.29 37.34
3 Kotak Gold ETF Kotak 4.26 NA
4 KOTAK PSU BANK ETF Kotak -20.97 NA
5 PSU Bank BeES Benchmark -20.97 NA
 
Arbitrage Fund
Returns - total schemes 4
No. Scheme Fund Qrtly Return % Annual Return %
1 HDFC Arbitrage Fund - Wholesale HDFC 1.66 NA
2 HDFC Arbitrage Fund - Retail HDFC 1.59 NA
 
ETF
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Gold Exchange Traded Fund UTI 4.29 37.49
2 Gold BeES Benchmark 4.29 37.34
3 Kotak Gold ETF Kotak 4.26 NA
4 KOTAK PSU BANK ETF Kotak -20.97 NA
5 PSU Bank BeES Benchmark -20.97 NA
 
Equity-Derivative
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Arbitrage Advantage Fund JM 1.60 8.77
2 SBI ARBITRAGE Opportunities Fund SBI 1.24 8.42
 
Equity-Diversified
Top Performers - total schemes 209
No. Scheme Fund Qrtly Return % Annual Return %
1 Principal Global Opportunities Fund Principal 14.11 25.02
2 Birla Sun Life International Equity Fund - Plan A Birla 12.64 NA
3 Franklin Asian Equity Fund Templeton 7.23 NA
4 Templeton India Equity Income Fund Templeton 6.37 27.89
5 Tata Life Sciences and Technology Fund Tata Mutual 3.58 -4.93
Top Laggards - total schemes 209
No. Scheme Fund Qrtly Return % Annual Return %
1 JM HI FI Fund JM -18.68 12.51
2 SBI Magnum Midcap Fund SBI -14.77 5.63
3 Principal Junior Cap Fund Principal -12.73 4.46
4 LICMF Opportunities Fund LIC -12.29 6.72
5 ABN AMRO Opportunities Fund ABN AMRO -11.69 11.51
 
Equity-ELSS
Top Performers - total schemes 29
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Tax Plan Prudential -0.99 12.41
2 DBS Chola Tax Saver Fund Chola -2.64 7.11
3 DWS Tax Saving Fund Deutsche -3.51 35.42
4 ING Vysya Tax Savings Fund ING -3.57 -0.33
5 Libra Taxshield 96 Taurus -4.03 54.02
Top Laggards - total schemes 29
No. Scheme Fund Qrtly Return % Annual Return %
1 Principal Personal Tax Saver Principal -45.31 -28.92
2 Canara Robeco Equity Tax Saver - 93 Canbank -19.37 3.66
3 ABN AMRO Tax Advantage Plan ABN AMRO -13.68 8.18
4 Birla Sun Life Tax Relief 96 Birla -11.15 22.52
5 Birla Sun Life Tax Relief 96 Birla -11.15 22.52
 
Equity-Index
Top Performers - total schemes 26
No. Scheme Fund Qrtly Return % Annual Return %
1 LICMF Index Fund - Sensex Plan LIC 1.02 20.76
2 ICICI Prudential Index-Nifty Plan Prudential -2.41 24.11
3 Benchmark Nifty BeES Benchmark -2.80 22.45
4 UTI SUNDER Scheme UTI -3.02 22.38
5 Franklin India Index Fund - NSE Nifty Plan Templeton -3.06 20.97
Top Laggards - total schemes 26
No. Scheme Fund Qrtly Return % Annual Return %
1 Bank BeES Benchmark -18.55 21.34
2 LICMF Index Fund - Sensex Advantage Plan LIC -12.90 3.68
3 ICICI Prudential Spice Fund Prudential -5.65 19.14
4 HDFC Index Sensex Plus Plan HDFC -4.91 18.29
 
FOF
Top Performers - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 Sundaram BNP Paribas Global Advantage Fund Sundaram 17.01 NA
2 ING Global Real Estate Fund ING 16.90 NA
3 DWS Global Thematic Offshore Fund Deutsche 16.72 NA
4 DSP Merrill Lynch World Gold Fund DSP Merrill 3.10 NA
5 ICICI Prudential Very Cautious Plan Prudential 1.93 7.84
6 Grindlays SCASBF - Plan A Stanchart 1.74 8.85
7 FT India Life Stage Fund of Funds - 50s Plus Floating Rate Plan Templeton 1.34 11.30
8 OptiMix Asset Allocator Multi-Manager FoF ING 0.72 18.79
9 FT India Dynamic PE Ratio Fund of Funds Templeton -1.17 20.53
10 ICICI Prudential Moderate Plan Prudential -2.69 10.29
11 FT India Life Stage Fund of Funds The 20s Plan Templeton -2.99 16.91
12 FT India Life Stage Fund of Funds The 30s Plan Templeton -3.24 13.56
13 Birla AAF - Moderate Plan Birla -3.30 11.54
14 ICICI Prudential Aggressive Plan Prudential -3.61 10.26
15 Birla AAF - Aggressive Plan Birla -4.87 9.97
Top Laggards - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 OptiMix 5 Star Multi - Manager FoF Scheme ING -6.76 16.89
2 Kotak Equity FOF Kotak -6.17 17.16
3 ICICI Prudential Very Aggressive Plan Prudential -5.53 10.78
4 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton -2.41 11.59
5 FT India Life Stage Fund of Funds The 40s Plan Templeton -1.87 13.57
6 OptiMix Income Growth Multi Manager - 30% Equity Plan - A ING -1.53 8.76
7 OptiMix Income Growth Multi Manager - 15% Equity Plan - A ING -0.90 8.62
8 OptiMix Active Debt Multi - Manager FoF Scheme ING -0.60 8.26
 
Sectoral-Auto
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Transportation and Logistics Fund UTI -3.98 -13.19
2 J M Auto Sector Fund JM -7.17 -5.17
 
Sectoral-Bank
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 Reliance Banking Fund Reliance -11.26 31.60
2 UTI Banking Sector Fund UTI -18.38 21.56
 
Sectoral-Basic
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Petro Fund UTI -8.74 -3.52
 
Sectoral-FMCG
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 SBI Magnum Sector Funds Umbrella - FMCG Fund SBI 11.46 18.70
2 Franklin FMCG Fund Templeton 5.47 15.64
3 ICICI Prudential FMCG Fund Prudential -0.84 15.79
 
Sectoral-Financial Services
 
Sectoral-Healthcare
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 J M Healthcare Sector Fund JM 17.87 12.87
 
Sectoral-Infrastructure
Top Performers - total schemes 12
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Infrastructure Fund - Institutional Option - I Prudential -4.20 NA
2 ICICI Prudential Infrastructure Fund Prudential -4.38 41.74
3 Canara Robeco Infrastructure Canbank -6.08 39.34
4 Taurus Infra Tips Taurus -6.88 17.57
5 Tata Infrastructure Fund Tata Mutual -7.42 35.96
Top Laggards - total schemes 12
No. Scheme Fund Qrtly Return % Annual Return %
1 Principal Infrastructure and Services Industries Fund Principal -11.26 11.13
2 UTI Infrastructure Fund UTI -11.12 22.12
3 Birla Infrastructure Fund Birla -11.01 16.97
4 Sahara Infrastructure Fund - Fixed Pricing Option Sahara -10.85 28.30
5 Sahara Infrastructure Fund - Variable Pricing Option Sahara -10.72 29.19
 
Sectoral-Media and Entertainment
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 Reliance Media and Entertainment Fund Reliance -8.56 2.06
 
Sectoral-Pharma
Returns - total schemes 4
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Pharma and Healthcare Fund UTI 17.13 6.80
2 Franklin Pharma Fund Templeton 15.60 2.35
3 Reliance Pharma Fund Reliance 6.70 10.39
4 SBI Magnum Sector Funds Umbrella - Pharma Fund SBI 5.38 -5.67
 
Sectoral-Power
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Reliance Diversified Power Sector Fund Reliance -6.20 66.82
2 Reliance Diversified Power Sector Fund - Institutional Reliance -8.41 66.82
 
Sectoral-Services
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 Tata Service Industries Fund Tata Mutual -9.04 -0.31
2 ICICI Prudential Services Industries Fund Prudential -10.29 8.23
3 J M Financial Services Sector JM -14.67 28.03
 
Sectoral-TMT
Top Performers - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 Franklin Infotech Fund Templeton 13.46 -15.15
2 UTI Software Fund UTI 8.57 -23.89
3 DSP Merrill Lynch Technology.com Fund DSP Merrill 1.86 2.00
4 SBI Magnum Sector Funds Umbrella - IT Fund SBI 0.44 -17.90
5 ICICI Prudential Technology Fund Prudential -0.28 -13.80
Top Laggards - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Services Sector Fund UTI -11.82 6.96
2 J M Telecom Sector Fund JM -4.05 -0.12
3 Kotak Technology Plan Kotak -3.93 -20.59
4 Birla Sun Life New Millennium Birla -1.37 -10.50
 
Balanced
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Principal Balanced Fund Principal 58.50 20.05
2 ICICI Prudential Blended Plan A Prudential 1.71 8.93
3 ICICI Prudential Blended Plan B Prudential 1.50 9.76
4 Birla Balance Fund Birla 0.28 11.76
5 BOB Children Fund - Gift Plan BOB 0.20 1.05
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Balance Kotak -20.74 -5.39
2 BOB Balance Fund BOB -9.26 12.71
3 Escorts Balanced Fund Escorts -8.89 14.19
4 Escorts Opportunities Fund Escorts -7.87 8.79
5 J M Balanced Fund JM -7.66 8.61
 
FOF
Top Performers - total schemes 18
No. Scheme Fund Qrtly Return % Annual Return %
1 Sundaram BNP Paribas Global Advantage Fund Sundaram 17.01 NA
2 ING Global Real Estate Fund ING 16.90 NA
3 DWS Global Thematic Offshore Fund Deutsche 16.72 NA
4 DSP Merrill Lynch World Gold Fund DSP Merrill 3.10 NA
5 ICICI Prudential Very Cautious Plan Prudential 1.93 7.84
6 Grindlays SCASBF - Plan A Stanchart 1.74 8.85
7 FT India Life Stage Fund of Funds - 50s Plus Floating Rate Plan Templeton 1.34 11.30
8 OptiMix Asset Allocator Multi-Manager FoF ING 0.72 18.79
9 FT India Dynamic PE Ratio Fund of Funds Templeton -1.17 20.53
10 ICICI Prudential Moderate Plan Prudential -2.69 10.29
11 FT India Life Stage Fund of Funds The 20s Plan Templeton -2.99 16.91
12 FT India Life Stage Fund of Funds The 30s Plan Templeton -3.24 13.56
13 Birla AAF - Moderate Plan Birla -3.30 11.54
14 ICICI Prudential Aggressive Plan Prudential -3.61 10.26
15 Birla AAF - Aggressive Plan Birla -4.87 9.97
Top Laggards - total schemes 18
No. Scheme Fund Qrtly Return % Annual Return %
1 OptiMix 5 Star Multi - Manager FoF Scheme ING -6.76 16.89
2 Kotak Equity FOF Kotak -6.17 17.16
3 ICICI Prudential Very Aggressive Plan Prudential -5.53 10.78
4 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton -2.41 11.59
5 FT India Life Stage Fund of Funds The 40s Plan Templeton -1.87 13.57
6 OptiMix Income Growth Multi Manager - 30% Equity Plan - A ING -1.53 8.76
7 OptiMix Income Growth Multi Manager - 15% Equity Plan - A ING -0.90 8.62
8 OptiMix Active Debt Multi - Manager FoF Scheme ING -0.60 8.26
 
Gilt
Top Performers - total schemes 76
No. Scheme Fund Qrtly Return % Annual Return %
1 Canara Robeco Gilt PGS Canbank 2.49 11.52
2 Grindlays Govt.Sec.Fund - P F - Regular Stanchart 1.64 10.56
3 Grindlays Govt.Sec.Fund - P F - Institutional Plan Stanchart 1.64 10.54
4 DBS Chola Gilt Investment Plan Chola 1.55 7.53
5 BOB Gilt Fund BOB 1.49 3.57
Top Laggards - total schemes 76
No. Scheme Fund Qrtly Return % Annual Return %
1 Lotus India Gilt Fund Long Duration Plan - Retail Lotus -4.73 NA
2 Lotus India Gilt Fund Long Duration Plan - Institutional Lotus -4.67 NA
3 ICICI Prudential Gilt fund Investment Plan Prudential -4.17 7.66
4 ICICI Prudential Gilt fund Investment Plan - PF Prudential -3.74 9.68
5 Birla Gilt Plus - PF Plan Birla -3.61 7.18
 
Income
Top Performers - total schemes 247
No. Scheme Fund Qrtly Return % Annual Return %
1 Franklin India International Fund Templeton 7.81 10.08
2 UTI CCP Advantage Fund UTI 3.28 8.77
3 SBI Magnum Income Plus Fund - Investment Plan SBI 2.82 9.54
4 Canara Robeco Income Canbank 2.75 7.43
5 HSBC Income Fund - Short Term Plan - Institutional Plan HSBC 2.50 7.74
Top Laggards - total schemes 247
No. Scheme Fund Qrtly Return % Annual Return %
1 LICMF Children`s Fund LIC -15.02 -4.55
2 SBI Magnum NRI Investment Fund - FlexiAsset Plan SBI -4.92 11.81
3 Templeton India Income Fund Templeton -4.37 7.74
4 Reliance Regular Savings Fund - Balanced Option Reliance -4.28 20.76
5 Templeton India Income Builder Account - Plan B Templeton -4.16 6.88
 
Liquid
Top Performers - total schemes 126
No. Scheme Fund Qrtly Return % Annual Return %
1 DBS Chola Liquid Fund - Super Institutional Chola 12.98 NA
2 J M Money Manager Fund JM 2.30 7.55
3 J M Money Manager Fund JM 2.27 7.19
4 Escorts Liquid Plan Escorts 2.26 9.01
5 Principle Liquid Plus Fund - Regular Principal 2.19 NA
Top Laggards - total schemes 126
No. Scheme Fund Qrtly Return % Annual Return %
1 ING Vysya Liquid Fund - Auto Sweep ING 0.00 0.00
2 Templeton India Money Market Account Templeton 0.00 0.00
3 Tauras Liquid Fund Taurus 1.25 5.44
4 Benchmark Derivative Fund Benchmark 1.31 7.80
5 J M Equity and Derivative Fund JM 1.36 7.54
 
Liquid - Plus
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 DWS Money Plus Advantage Fund - Institutional Deutsche 2.52 NA
2 DWS Money Plus Advantage Fund - Regular Deutsche 2.46 NA
 
MIP
Top Performers - total schemes 39
No. Scheme Fund Qrtly Return % Annual Return %
1 DBS Chola Monthly Income Plan - Regular Chola 3.70 28.63
2 DSP Merrill Lynch Savings Plus Fund - Aggressive DSP Merrill 2.78 7.29
3 SBI Magnum Monthly Income Plan - Floater SBI 2.71 8.46
4 Birla MIP II - Savings 5 Plan Birla 2.39 10.17
5 DSP Merrill Lynch Savings Plus Fund - Moderate DSP Merrill 2.07 6.61
Top Laggards - total schemes 39
No. Scheme Fund Qrtly Return % Annual Return %
1 LICMF Floater - MIP - B LIC -9.94 2.98
2 ABN AMRO Monthly Income Plan ABN AMRO -3.77 0.99
3 ICICI Prudential Income Multiplier Fund Prudential -2.79 7.03
4 Sundaram BNP Paribas Monthly Income Plan Sundaram -1.61 5.89
5 UTI MIS - Advantage Plan UTI -1.50 11.53
 
Balanced
Top Performers - total schemes 41
No. Scheme Fund Qrtly Return % Annual Return %
1 Principal Balanced Fund Principal 58.50 20.05
2 ICICI Prudential Blended Plan A Prudential 1.71 8.93
3 ICICI Prudential Blended Plan B Prudential 1.50 9.76
4 Birla Balance Fund Birla 0.28 11.76
5 BOB Children Fund - Gift Plan BOB 0.20 1.05
Top Laggards - total schemes 41
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Balance Kotak -20.74 -5.39
2 BOB Balance Fund BOB -9.26 12.71
3 Escorts Balanced Fund Escorts -8.89 14.19
4 Escorts Opportunities Fund Escorts -7.87 8.79
5 J M Balanced Fund JM -7.66 8.61
 
FOF
Top Performers - total schemes 8
No. Scheme Fund Qrtly Return % Annual Return %
1 Sundaram BNP Paribas Global Advantage Fund Sundaram 17.01 NA
2 ING Global Real Estate Fund ING 16.90 NA
3 DWS Global Thematic Offshore Fund Deutsche 16.72 NA
4 DSP Merrill Lynch World Gold Fund DSP Merrill 3.10 NA
5 ICICI Prudential Very Cautious Plan Prudential 1.93 7.84
6 Grindlays SCASBF - Plan A Stanchart 1.74 8.85
7 FT India Life Stage Fund of Funds - 50s Plus Floating Rate Plan Templeton 1.34 11.30
8 OptiMix Asset Allocator Multi-Manager FoF ING 0.72 18.79
9 FT India Dynamic PE Ratio Fund of Funds Templeton -1.17 20.53
10 ICICI Prudential Moderate Plan Prudential -2.69 10.29
11 FT India Life Stage Fund of Funds The 20s Plan Templeton -2.99 16.91
12 FT India Life Stage Fund of Funds The 30s Plan Templeton -3.24 13.56
13 Birla AAF - Moderate Plan Birla -3.30 11.54
14 ICICI Prudential Aggressive Plan Prudential -3.61 10.26
15 Birla AAF - Aggressive Plan Birla -4.87 9.97
Top Laggards - total schemes 8
No. Scheme Fund Qrtly Return % Annual Return %
1 OptiMix 5 Star Multi - Manager FoF Scheme ING -6.76 16.89
2 Kotak Equity FOF Kotak -6.17 17.16
3 ICICI Prudential Very Aggressive Plan Prudential -5.53 10.78
4 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton -2.41 11.59
5 FT India Life Stage Fund of Funds The 40s Plan Templeton -1.87 13.57
6 OptiMix Income Growth Multi Manager - 30% Equity Plan - A ING -1.53 8.76
7 OptiMix Income Growth Multi Manager - 15% Equity Plan - A ING -0.90 8.62
8 OptiMix Active Debt Multi - Manager FoF Scheme ING -0.60 8.26
 


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