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Mutual Fund Search: Scheme Name
Scheme Code
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 24th July 2008
Open-Ended
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 ING OptiMix Active Debt Multi - Manager FoF Scheme ING 2.19 7.19
2 ING OptiMix Active Short Term Fund - Retail ING 2.04 NA
3 ING OptiMix Active Short Term Fund - Institutional ING 2.04 NA
4 ICICI Prudential Very Cautious Plan Prudential 1.98 8.09
5 IDFC All Seasons Bond Fund - Plan A IDFC 1.37 7.12
6 DSP Merrill Lynch World Gold Fund DSP Merrill 0.23 NA
7 ING OptiMix Asset Allocator Multi-Manager FoF ING -1.13 4.00
8 ING Global Real Estate Fund ING -4.54 NA
9 ICICI Prudential Moderate Plan Prudential -5.94 -2.12
10 Birla Sun Life AAF - Moderate Plan Birla -6.51 -3.54
11 FT India Dynamic PE Ratio Fund of Funds Templeton -7.12 2.11
12 FT India Life Stage Fund of Funds The 30s Plan Templeton -7.74 -3.58
13 ICICI Prudential Aggressive Plan Prudential -8.90 -6.54
14 Birla Sun Life AAF - Aggressive Plan Birla -9.13 -8.68
15 ING OptiMix 5 Star Multi - Manager FoF Scheme ING -9.81 -8.24
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Equity FOF Kotak -13.23 -10.52
2 FT India Life Stage Fund of Funds The 20s Plan Templeton -11.13 -6.00
3 ICICI Prudential Very Aggressive Plan Prudential -10.91 -9.89
4 ING Global Real Estate Fund - Institutional ING -10.00 NA
5 FT India Life Stage Fund of Funds The 40s Plan Templeton -6.19 -0.46
6 DWS Global Thematic Offshore Fund Deutsche -4.29 NA
7 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton -3.65 1.01
8 ICICI Prudential Cautious Plan Prudential -3.10 2.24
9 Sundaram BNP Paribas Global Advantage Fund Sundaram -2.29 NA
 
ETF
Returns - total schemes 5
No. Scheme Fund Qrtly Return % Annual Return %
1 Quantum Gold Fund Quantum 9.31 NA
2 UTI Gold Exchange Traded Fund UTI 9.31 40.73
3 Gold BeES Benchmark 9.30 40.58
4 Kotak Gold ETF Kotak 9.26 NA
5 KOTAK PSU BANK ETF Kotak -16.19 NA
6 PSU Bank BeES Benchmark -16.20 NA
 
Arbitrage Fund
Returns - total schemes 4
No. Scheme Fund Qrtly Return % Annual Return %
1 HDFC Arbitrage Fund - Wholesale HDFC 1.60 NA
2 HDFC Arbitrage Fund - Retail HDFC 1.54 NA
 
ETF
Top Performers - total schemes 7
No. Scheme Fund Qrtly Return % Annual Return %
1 Quantum Gold Fund Quantum 9.31 NA
2 UTI Gold Exchange Traded Fund UTI 9.31 40.73
3 Gold BeES Benchmark 9.30 40.58
4 Kotak Gold ETF Kotak 9.26 NA
5 KOTAK PSU BANK ETF Kotak -16.19 NA
6 PSU Bank BeES Benchmark -16.20 NA
 
Equity-Derivative
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 JM Arbitrage Advantage Fund JM Financial 1.64 8.21
2 SBI ARBITRAGE Opportunities Fund SBI 1.39 7.83
 
Equity-Diversified
Top Performers - total schemes 212
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI SPrEAD Fund UTI 1.99 9.00
2 Kotak Equity Arbitrage Fund Kotak 1.45 7.73
3 Benchmark Equity and Derivatives Opportunities Fund Benchmark 1.40 NA
4 ICICI Prudential Equity and Derivatives Fund - Income Optimiser - Institutional Prudential 1.40 7.81
5 ICICI Prudential Equity and Derivatives Fund - Income Optimiser - Retail Prudential 1.32 7.45
Top Laggards - total schemes 212
No. Scheme Fund Qrtly Return % Annual Return %
1 Discovery Stock Fund Taurus -25.10 -4.99
2 J M Small & Mid Cap Fund - Regular JM Financial -24.39 -16.94
3 SBI Magnum Sector Funds Umbrella - Emerging Business Fund SBI -23.56 -21.31
4 JM HI FI Fund JM Financial -23.25 -26.18
5 ABN AMRO Future Leaders Fund ABN AMRO -23.02 -31.27
 
Equity-ELSS
Top Performers - total schemes 29
No. Scheme Fund Qrtly Return % Annual Return %
1 HDFC Tax Saver 96 HDFC -11.48 -14.34
2 Libra Taxshield 96 Taurus -11.97 18.90
3 HDFC Long Term Advantage Fund HDFC -11.97 -13.22
4 Sundaram BNP Paribas Taxsaver Sundaram -12.00 2.74
5 ING Vysya Tax Savings Fund ING -12.68 -19.47
Top Laggards - total schemes 29
No. Scheme Fund Qrtly Return % Annual Return %
1 Birla Sun Life Tax Relief 96 Birla -23.64 -21.41
2 ABN AMRO Tax Advantage Plan ABN AMRO -21.61 -25.25
3 Principal Tax Savings Fund Principal -20.27 -18.93
4 J M Tax Gain Fund JM Financial -19.42 NA
5 Escorts Tax Plan Escorts -18.66 -11.18
 
Equity-Index
Top Performers - total schemes 26
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Spice Fund Prudential -12.25 -6.84
2 ICICI Prudential Index-Nifty Plan Prudential -12.54 -1.36
3 HDFC Index Sensex Plus Plan HDFC -12.56 -6.77
4 UTI SUNDER Scheme UTI -12.65 -2.80
5 ING Vysya Nifty Plus Fund ING -12.79 -5.46
Top Laggards - total schemes 26
No. Scheme Fund Qrtly Return % Annual Return %
1 LICMF Index Fund - Sensex Plan LIC -20.05 -13.27
2 Bank BeES Benchmark -17.29 -11.13
3 SBI Magnum Index Fund SBI -15.18 -8.23
4 Canara Robeco Nifty Index Canbank -14.23 -5.31
 
FOF
Top Performers - total schemes 10
No. Scheme Fund Qrtly Return % Annual Return %
1 ING OptiMix Active Debt Multi - Manager FoF Scheme ING 2.19 7.19
2 ING OptiMix Active Short Term Fund - Retail ING 2.04 NA
3 ING OptiMix Active Short Term Fund - Institutional ING 2.04 NA
4 ICICI Prudential Very Cautious Plan Prudential 1.98 8.09
5 IDFC All Seasons Bond Fund - Plan A IDFC 1.37 7.12
6 DSP Merrill Lynch World Gold Fund DSP Merrill 0.23 NA
7 ING OptiMix Asset Allocator Multi-Manager FoF ING -1.13 4.00
8 ING Global Real Estate Fund ING -4.54 NA
9 ICICI Prudential Moderate Plan Prudential -5.94 -2.12
10 Birla Sun Life AAF - Moderate Plan Birla -6.51 -3.54
11 FT India Dynamic PE Ratio Fund of Funds Templeton -7.12 2.11
12 FT India Life Stage Fund of Funds The 30s Plan Templeton -7.74 -3.58
13 ICICI Prudential Aggressive Plan Prudential -8.90 -6.54
14 Birla Sun Life AAF - Aggressive Plan Birla -9.13 -8.68
15 ING OptiMix 5 Star Multi - Manager FoF Scheme ING -9.81 -8.24
Top Laggards - total schemes 10
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Equity FOF Kotak -13.23 -10.52
2 FT India Life Stage Fund of Funds The 20s Plan Templeton -11.13 -6.00
3 ICICI Prudential Very Aggressive Plan Prudential -10.91 -9.89
4 ING Global Real Estate Fund - Institutional ING -10.00 NA
5 FT India Life Stage Fund of Funds The 40s Plan Templeton -6.19 -0.46
6 DWS Global Thematic Offshore Fund Deutsche -4.29 NA
7 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton -3.65 1.01
8 ICICI Prudential Cautious Plan Prudential -3.10 2.24
9 Sundaram BNP Paribas Global Advantage Fund Sundaram -2.29 NA
 
Sectoral-Auto
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Transportation and Logistics Fund UTI -11.43 -25.20
2 J M Auto Sector Fund JM Financial -19.26 -27.37
 
Sectoral-Bank
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 Reliance Banking Fund Reliance -11.92 1.80
2 UTI Banking Sector Fund UTI -17.29 -10.52
 
Sectoral-Basic
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Petro Fund UTI -15.68 -18.98
 
Sectoral-FMCG
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 Franklin FMCG Fund Templeton -10.61 -2.34
2 SBI Magnum Sector Funds Umbrella - FMCG Fund SBI -11.04 -1.05
3 ICICI Prudential FMCG Fund Prudential -18.52 -8.40
 
Sectoral-Financial Services
 
Sectoral-Healthcare
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 J M Healthcare Sector Fund JM Financial -3.00 2.57
 
Sectoral-Infrastructure
Top Performers - total schemes 12
No. Scheme Fund Qrtly Return % Annual Return %
1 Tata Infrastructure Fund Tata Mutual -13.84 -1.82
2 ICICI Prudential Infrastructure Fund - Institutional Option - I Prudential -14.24 9.10
3 ICICI Prudential Infrastructure Fund Prudential -14.38 8.20
4 Birla Sun Life Infrastructure Fund Birla -15.63 -16.25
5 UTI Infrastructure Fund UTI -15.70 -9.84
Top Laggards - total schemes 12
No. Scheme Fund Qrtly Return % Annual Return %
1 Taurus Infra Tips Taurus -24.27 -22.06
2 AIG Infrastructure And Economic Reform Fund - Regular AIG Global -21.82 NA
3 AIG Infrastructure And Economic Reform Fund - Institutional AIG Global -21.70 NA
4 Canara Robeco Infrastructure Canbank -19.20 -8.66
5 Principal Infrastructure and Services Industries Fund Principal -18.09 -17.53
 
Sectoral-Media and Entertainment
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 Reliance Media and Entertainment Fund Reliance -20.32 -24.70
 
Sectoral-Pharma
Returns - total schemes 4
No. Scheme Fund Qrtly Return % Annual Return %
1 UTI Pharma and Healthcare Fund UTI 0.17 1.72
2 Franklin Pharma Fund Templeton -1.93 -5.72
3 Reliance Pharma Fund Reliance -5.72 -14.43
4 SBI Magnum Sector Funds Umbrella - Pharma Fund SBI -5.94 -18.19
 
Sectoral-Power
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 Reliance Diversified Power Sector Fund - Institutional Reliance -13.60 21.89
2 Reliance Diversified Power Sector Fund Reliance -13.63 21.89
 
Sectoral-Services
Returns - total schemes 3
No. Scheme Fund Qrtly Return % Annual Return %
1 Tata Service Industries Fund Tata Mutual -15.06 -19.97
2 ICICI Prudential Services Industries Fund Prudential -19.50 -20.36
3 J M Financial Services Sector JM Financial -21.28 -12.59
 
Sectoral-TMT
Top Performers - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 Franklin Infotech Fund Templeton -10.12 -27.25
2 J M Telecom Sector Fund JM Financial -11.54 -20.04
3 DSP Merrill Lynch Technology.com Fund DSP Merrill -12.51 -17.60
4 ICICI Prudential Technology Fund Prudential -12.93 -26.81
5 UTI Software Fund UTI -13.70 -35.56
Top Laggards - total schemes 9
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Technology Plan Kotak -16.66 -34.02
2 UTI Services Sector Fund UTI -16.09 -18.56
3 SBI Magnum Sector Funds Umbrella - IT Fund SBI -15.67 -31.65
4 Birla Sun Life New Millennium Birla -14.83 -25.60
 
Balanced
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Blended Plan B Prudential 1.79 8.24
2 ICICI Prudential Blended Plan A Prudential 1.38 8.01
3 BOB Children Fund - Gift Plan BOB 0.41 1.47
4 UTI Mahila Unit Scheme-Gift Plan UTI -1.05 4.70
5 UTI Mahila Unit Scheme-Growth UTI -2.06 4.87
Returns - total schemes 1
No. Scheme Fund Qrtly Return % Annual Return %
1 Escorts Balanced Fund Escorts -18.24 -13.32
2 J M Balanced Fund JM Financial -17.60 -21.35
3 Birla Sun Life 95 Fund Birla -12.52 -9.35
4 Kotak Balance Kotak -11.88 -24.06
5 Principal Balanced Fund Principal -11.73 -1.99
 
FOF
Top Performers - total schemes 18
No. Scheme Fund Qrtly Return % Annual Return %
1 ING OptiMix Active Debt Multi - Manager FoF Scheme ING 2.19 7.19
2 ING OptiMix Active Short Term Fund - Retail ING 2.04 NA
3 ING OptiMix Active Short Term Fund - Institutional ING 2.04 NA
4 ICICI Prudential Very Cautious Plan Prudential 1.98 8.09
5 IDFC All Seasons Bond Fund - Plan A IDFC 1.37 7.12
6 DSP Merrill Lynch World Gold Fund DSP Merrill 0.23 NA
7 ING OptiMix Asset Allocator Multi-Manager FoF ING -1.13 4.00
8 ING Global Real Estate Fund ING -4.54 NA
9 ICICI Prudential Moderate Plan Prudential -5.94 -2.12
10 Birla Sun Life AAF - Moderate Plan Birla -6.51 -3.54
11 FT India Dynamic PE Ratio Fund of Funds Templeton -7.12 2.11
12 FT India Life Stage Fund of Funds The 30s Plan Templeton -7.74 -3.58
13 ICICI Prudential Aggressive Plan Prudential -8.90 -6.54
14 Birla Sun Life AAF - Aggressive Plan Birla -9.13 -8.68
15 ING OptiMix 5 Star Multi - Manager FoF Scheme ING -9.81 -8.24
Top Laggards - total schemes 18
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Equity FOF Kotak -13.23 -10.52
2 FT India Life Stage Fund of Funds The 20s Plan Templeton -11.13 -6.00
3 ICICI Prudential Very Aggressive Plan Prudential -10.91 -9.89
4 ING Global Real Estate Fund - Institutional ING -10.00 NA
5 FT India Life Stage Fund of Funds The 40s Plan Templeton -6.19 -0.46
6 DWS Global Thematic Offshore Fund Deutsche -4.29 NA
7 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton -3.65 1.01
8 ICICI Prudential Cautious Plan Prudential -3.10 2.24
9 Sundaram BNP Paribas Global Advantage Fund Sundaram -2.29 NA
 
Gilt
Top Performers - total schemes 76
No. Scheme Fund Qrtly Return % Annual Return %
1 Escorts Gilt Fund Escorts 7.70 10.44
2 Canara Robeco Gilt PGS Canbank 2.40 9.48
3 Templeton India Govt.Sec.Fund - Long Term Plan Templeton 1.85 8.95
4 Sahara Gilt Fund Sahara 1.79 7.51
5 Birla Sun Life Gilt Plus - Regular Plan Birla 1.69 8.27
Top Laggards - total schemes 76
No. Scheme Fund Qrtly Return % Annual Return %
1 JM G-Sec Fund - PF Plus Plan JM Financial -2.65 -1.16
2 Tata Gilt Retirement Series Feb 11 Tata Mutual -2.02 3.63
3 Tata Gilt High Fund Tata Mutual -2.02 3.78
4 Tata Gilt Retirement Series Feb 10 Tata Mutual -2.02 3.78
5 Tata Gilt Retirement Series Feb 09 Tata Mutual -2.02 3.78
 
Income
Top Performers - total schemes 255
No. Scheme Fund Qrtly Return % Annual Return %
1 Canara Robeco Income Canbank 4.65 9.45
2 Franklin India International Fund Templeton 3.45 9.62
3 Escorts Floating Rate Fund Escorts 2.54 9.06
4 Tata Floating Rate Fund - Long Term Fund Tata Mutual 2.47 7.23
5 HDFC Floating Rate Income Fund-Long Term Plan HDFC 2.45 9.37
Top Laggards - total schemes 255
No. Scheme Fund Qrtly Return % Annual Return %
1 LICMF Children`s Fund LIC -18.51 -26.60
2 SBI Magnum NRI Investment Fund - FlexiAsset Plan SBI -11.95 -6.63
3 Reliance Regular Savings Fund - Balanced Option Reliance -7.48 2.00
4 UTI Childrens Career Plan Balanced UTI -6.66 -2.57
5 DBS Chola Triple Ace Scheme - Regular Chola -5.20 -8.02
 
Liquid
Top Performers - total schemes 130
No. Scheme Fund Qrtly Return % Annual Return %
1 Escorts Liquid Plan Escorts 2.32 9.03
2 J M Money Manager Fund JM Financial 2.23 8.09
3 LICMF Liquid Fund LIC 2.19 8.46
4 ICICI Prudential Liquid Plan - Institutional Option - I Prudential 2.16 8.62
5 ICICI Prudential Liquid - Super Institutional Prudential 2.16 8.59
Top Laggards - total schemes 130
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 J M Short Term Fund - Institutional Plan JM Financial 0.90 5.18
4 IDFC Cash Fund - Plan C IDFC 1.08 -16.27
5 Lotus India Overnight Fund Lotus 1.24 NA
 
Liquid - Plus
Returns - total schemes 2
No. Scheme Fund Qrtly Return % Annual Return %
1 DWS Money Plus Advantage Fund - Institutional Deutsche 1.75 NA
2 DWS Money Plus Advantage Fund - Regular Deutsche 1.70 NA
 
MIP
Top Performers - total schemes 39
No. Scheme Fund Qrtly Return % Annual Return %
1 Reliance Monthly Income Plan Reliance 2.60 4.24
2 Birla Sun Life MIP II - Savings 5 Plan Birla 2.19 9.62
3 ING Dynamic Duration Fund ING 1.03 4.36
4 DSP Merrill Lynch Savings Plus Fund - Conservative DSP Merrill 0.86 3.07
5 DSP Merrill Lynch Savings Plus Fund - Aggressive DSP Merrill 0.78 3.45
Top Laggards - total schemes 39
No. Scheme Fund Qrtly Return % Annual Return %
1 Birla Sun Life MIP II - Wealth 25 Plan Birla -5.32 -6.83
2 ICICI Prudential Income Multiplier Fund Prudential -4.28 -1.73
3 Birla Monthly Income Plan Birla -4.14 -3.10
4 UTI MIS - Advantage Plan UTI -4.01 1.42
5 HSBC Monthly Income Plan - Savings HSBC -3.73 2.23
 
Balanced
Top Performers - total schemes 41
No. Scheme Fund Qrtly Return % Annual Return %
1 ICICI Prudential Blended Plan B Prudential 1.79 8.24
2 ICICI Prudential Blended Plan A Prudential 1.38 8.01
3 BOB Children Fund - Gift Plan BOB 0.41 1.47
4 UTI Mahila Unit Scheme-Gift Plan UTI -1.05 4.70
5 UTI Mahila Unit Scheme-Growth UTI -2.06 4.87
Top Laggards - total schemes 41
No. Scheme Fund Qrtly Return % Annual Return %
1 Escorts Balanced Fund Escorts -18.24 -13.32
2 J M Balanced Fund JM Financial -17.60 -21.35
3 Birla Sun Life 95 Fund Birla -12.52 -9.35
4 Kotak Balance Kotak -11.88 -24.06
5 Principal Balanced Fund Principal -11.73 -1.99
 
FOF
Top Performers - total schemes 8
No. Scheme Fund Qrtly Return % Annual Return %
1 ING OptiMix Active Debt Multi - Manager FoF Scheme ING 2.19 7.19
2 ING OptiMix Active Short Term Fund - Retail ING 2.04 NA
3 ING OptiMix Active Short Term Fund - Institutional ING 2.04 NA
4 ICICI Prudential Very Cautious Plan Prudential 1.98 8.09
5 IDFC All Seasons Bond Fund - Plan A IDFC 1.37 7.12
6 DSP Merrill Lynch World Gold Fund DSP Merrill 0.23 NA
7 ING OptiMix Asset Allocator Multi-Manager FoF ING -1.13 4.00
8 ING Global Real Estate Fund ING -4.54 NA
9 ICICI Prudential Moderate Plan Prudential -5.94 -2.12
10 Birla Sun Life AAF - Moderate Plan Birla -6.51 -3.54
11 FT India Dynamic PE Ratio Fund of Funds Templeton -7.12 2.11
12 FT India Life Stage Fund of Funds The 30s Plan Templeton -7.74 -3.58
13 ICICI Prudential Aggressive Plan Prudential -8.90 -6.54
14 Birla Sun Life AAF - Aggressive Plan Birla -9.13 -8.68
15 ING OptiMix 5 Star Multi - Manager FoF Scheme ING -9.81 -8.24
Top Laggards - total schemes 8
No. Scheme Fund Qrtly Return % Annual Return %
1 Kotak Equity FOF Kotak -13.23 -10.52
2 FT India Life Stage Fund of Funds The 20s Plan Templeton -11.13 -6.00
3 ICICI Prudential Very Aggressive Plan Prudential -10.91 -9.89
4 ING Global Real Estate Fund - Institutional ING -10.00 NA
5 FT India Life Stage Fund of Funds The 40s Plan Templeton -6.19 -0.46
6 DWS Global Thematic Offshore Fund Deutsche -4.29 NA
7 FT India Life Stage Fund of Funds The 50s Plus Plan Templeton -3.65 1.01
8 ICICI Prudential Cautious Plan Prudential -3.10 2.24