BSE Morningstar Website

Wednesday, June 3, 2020

4 Large & Mid Cap funds to consider

Morningstar's analysts revisited four funds and assigned Silver, Bronze and Neutral ratings.

Nippon India Vision gets a Neutral rating

The fund saw a change in its mandate as well as leadership, and we think that the strategy is still coming together.

A look at 3 equity funds from SBI Mutual Fund

The funds managed by Sohini Andani and Saurabh Pant received Bronze and Neutral ratings.

UTI Equity Fund upgraded to Bronze

UTI Equity Fund, launched in 1992, is one of the oldest funds in the Indian mutual fund industry.

The best equity fund managers

ET Wealth teams up with Morningstar India to bring you its comprehensive annual study of the best equity fund managers.

Return as on 31/05/2020

Equity
Balanced
Fixed Income
Money Market

Fund Name	Rating As On	1 Yr Ret %
Quant Large and Mid Cap Fund Growth Option Direct Plan	30/04/2020	-2.47107
Nippon India ETF Consumption	30/04/2020	-3.06761
Axis Midcap Fund Direct Plan Dividend Reinvestment	30/04/2020	-3.43016
Axis Midcap Growth	30/04/2020	-3.82736
Axis Midcap Dividend Reinvestment	30/04/2020	-4.72420

More...

Fund Name	Rating As On	1 Yr Ret %
Baroda Conservative Hybrid Fund Plan B (Direct) Growth Option	30/04/2020	9.20398
Baroda Conservative Hybrid Fund Plan A Growth	30/04/2020	8.30166
Baroda Conservative Hybrid Fund Plan B (Direct) Monthly Dividend Payout Option	30/04/2020	7.84516
Baroda Conservative Hybrid Fund Plan B (Direct) Monthly Dividend Reinvestment Option	30/04/2020	7.84516
Canara Robeco Conservative Hybrid Fund Direct Plan - Growth Option	30/04/2020	6.64208

More...

Fund Name	Rating As On	1 Yr Ret %
PGIM India Premier Bond Fund Direct Plan Annual Dividend Reinvestment	30/04/2020	43.57611
PGIM India Premier Bond Fund Direct Plan Annual Dividend Payout	30/04/2020	43.57611
Edelweiss Banking and PSU Debt Fund Regular Dividend Reinvestment	30/04/2020	19.59811
Edelweiss Banking and PSU Debt Fund Regular Dividend Payout	30/04/2020	19.59811
IDFC Government Securities Fund - Investment Plan - Direct Plan - Growth	30/04/2020	17.16921

More...

Fund Name	Rating As On	1 Yr Ret %
Quant Liquid Plan Growth	31/03/2013	6.24200
Franklin India Liquid-Super Institutional Plan - Growth	31/03/2013	6.16699
Aditya Birla Sun Life Liquid Regular Plan Growth	31/03/2013	5.91258
Nippon India Liquid Fund Growth	31/03/2013	5.90853
Axis Liquid Fund Growth	31/03/2013	5.88932

More...

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Market News

Sundaram: Change in fund managers

Nov 20
Dividend Announcements

Nov 20
Dividend Announcements

Nov 18
IDBI MF: Appointment of Director

Nov 06
IDBI MF: Change in benchmark

Nov 06

Mutual Fund Basics

List of AMCs on StAR MF

Aditya Birla Mutual Fund	Franklin Templeton Mutual Fund	Invesco Mutual Fund	Motilal Mutual Fund	SBI Mutual Fund
Axis Mutual Fund	HDFC Mutual Fund	ITI MUTUAL FUND	PGIM Mutual Fund	Shriram Mutual Fund
Baroda Mutual Fund	HSBC Mutual Fund	JM Financial Mutual Fund	PPFAS Mutual Fund	Sundaram Mutual Fund
BNP Paribas Mutual Fund	ICICI Mutual Fund	Kotak Mutual Fund	Principal Mutual Fund	Tata Mutual Fund
BOI AXA Mutual Fund	IDBI Mutual Fund	LIC Mutual Fund	QUANT MUTUAL FUND	Taurus Mutual Fund
Canara Robeco Mutual Fund	IDFC Mutual Fund	L&T Mutual Fund	Quantum Mutual Fund	Union Mutual Fund
DSP Mutual Fund	IIFL Mutual Fund	MAHINDRA MUTUAL FUND	Nippon India Mutual Fund	UTI Mutual Fund
Edelweiss Mutual Fund	INDIABULLS MUTUAL FUND	Mirae Mutual Fund	Sahara Mutual Fund	YES MUTUAL FUND
Essel Mutual Fund

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