Morningstar Awards 2014: ICICI Prudential AMC Makes a Sweep

Based on quantitative and qualitative parameters, here are the winners.
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By Morningstar |  27-03-14 | 
 
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ICICI Prudential Mutual Fund came away with top honours at the Morningstar Fund Awards 2014, which was held this evening in Mumbai. The fund house bagged all the 3 awards with regards to the best fund house in the debt, equity and multi-asset category.

With regards to fund specific categories, HDFC Mutual Fund, Religare Invesco Mutual Fund, Birla Sun Life Mutual Fund, Franklin Templeton Mutual Fund and ICICI Prudential Mutual Fund won awards for individual funds.

The Best Equity Fund House award was dominated by HDFC AMC for four consecutive years only to be displaced by ICICI Prudential AMC this year.

ICICI Prudential AMC had cornered the Best Debt Fund House category for years though Birla Sun Life AMC bagged it for the first time in the award’s history last year. 

In the Best Multi-Asset Fund House category, HDFC AMC grabbed the award for three years straight but its winning streak was broken by ICICI Prudential AMC this year.

Below are the finalists and the winners:

Equity: ELSS

  • Birla Sun Life Tax Plan
  • HDFC Long Term Advantage Fund
  • Religare Invesco Tax Plan

WINNER: Religare Invesco Tax Plan 

Equity: Large Cap

  • ICICI Prudential Dynamic Plan
  • ICICI Prudential Top 100 Fund
  • Quantum Long Term Equity Fund

WINNER: ICICI Prudential Dynamic Plan 

Equity: Small/Mid Cap

  • Birla Sun Life MNC Fund
  • SBI Magnum Global Fund
  • UTI MNC Fund

WINNER: Birla Sun Life MNC

Hybrid: Moderate allocation

  • Birla Sun Life ’95 Fund
  • HDFC Balanced Fund
  • SBI Magnum Balanced Fund

WINNER: HDFC Balanced

Hybrid: Conservative allocation

  • DSP BlackRock MIP Fund
  • HDFC Multiple Yield Fund – Plan 2005
  • UTI – Monthly Income Scheme

WINNER: HDFC Multiple Yield Fund - Plan 2005

 Debt: Short-Term Bond

  • DSP BlackRock Income Opportunities Fund
  • DWS Short Maturity Fund
  • Templeton India Short-Term Income Plan
WINNER:  Templeton India Short-Term Income Plan

Debt: Ultrashort Bond

  • Birla Sun Life Savings Fund
  • Canara Robeco Floating Rate
  • HDFC Floating Rate Income Fund – Long Term Plan

WINNER: HDFC Floating Rate Income Fund - Long Term Plan

Debt: Intermediate Bond

  • BNP Paribas Flexi Debt Fund
  • Reliance Dynamic Bond Fund
  • Templeton India Income Builder Account

WINNER: Templeton India Income Builder Account

Best Fund House: Equity

  • Franklin Templeton AMC
  • ICICI Prudential AMC
  • Religare Invesco AMC

WINNER: ICICI Prudential AMC

Best Fund House: Debt 

  • Franklin Templeton AMC
  • HDFC AMC
  • ICICI Prudential AMC

WINNER: ICICI Prudential AMC

Best Fund House: Multi Asset

  • Franklin Templeton AMC
  • HDFC AMC
  • ICICI Prudential AMC

WINNER: ICICI Prudential AMC

Winners over the past years: 2009, 2010, 2011, 2012, 2013
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Securities mentioned in this article
Type Name Price(INR) Change(%) Date
Fund Birla Sun Life Tax Plan Growth  
  31.3200 0.0000 17/03/2017
Fund HDFC Long Term Advantage Fund Growth  
  289.9810 -0.2672 17/03/2017
Fund HDFC Balanced Fund Growth  
  129.1140 0.0016 17/03/2017
Fund SBI Magnum Balanced Fund Regular Growth  
  107.7965 -0.1968 17/03/2017
Fund DSP BlackRock Monthly Income Plan Fund - Regular Plan - Growth  
  33.6919 0.0030 17/03/2017
Fund HDFC Multiple Yield Fund Plan 2005 Growth  
  28.7923 0.0132 17/03/2017
Fund DSP BlackRock Income Opportunities Fund Regular Growth  
  26.7154 -0.0112 17/03/2017
Fund Franklin India Short Term Income Plan Growth  
  3369.5534 0.0071 17/03/2017
Fund Canara Robeco Savings Plus Fund Growth  
  25.4069 0.0075 17/03/2017
Fund BNP Paribas Flexi Debt Fund - Growth  
  28.1708 0.0032 17/03/2017
Fund Reliance Dynamic Bond Fund - Growth  
  22.0437 -0.0608 17/03/2017
Fund Franklin India Income Builder Account - Plan A - Growth  
  56.6115 0.0046 17/03/2017
Fund Invesco India Tax Plan - Growth  
  40.7100 0.1722 17/03/2017
Fund ICICI Prudential Dynamic Growth  
  228.4725 -0.2738 17/03/2017
Fund ICICI Prudential Top 100 Fund Growth  
  290.3400 -0.4184 17/03/2017
Fund Quantum Long-Term Equity Fund Growth  
  48.3300 -0.4531 17/03/2017
Fund Birla Sun Life MNC Fund Growth  
  608.7700 0.2999 17/03/2017
Fund SBI Magnum Global Fund Regular Growth  
  142.7194 0.2325 17/03/2017
Fund UTI MNC Fund Growth  
  160.2600 0.1248 17/03/2017
Fund Birla Sun Life 95 Balanced Fund Growth  
  670.7200 -0.0819 17/03/2017
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