Morningstar Awards 2014: ICICI Prudential AMC Makes a Sweep

Based on quantitative and qualitative parameters, here are the winners.
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 Aditya Birla Sun Life Tax Plan Growth  
  34.8600 -0.4285 18/08/2017
Fund HDFC Long Term Advantage Fund Growth  
  316.9580 -0.7689 18/08/2017
Fund HDFC Balanced Fund Growth  
  141.7950 -0.4584 18/08/2017
Fund SBI Magnum Balanced Fund Regular Growth  
  116.6827 -0.1630 18/08/2017
Fund DSP BlackRock Monthly Income Plan Fund - Regular Plan - Growth  
  35.5420 -0.0411 18/08/2017
Fund HDFC Multiple Yield Fund Plan 2005 Growth  
  29.7579 0.0356 18/08/2017
Fund DSP BlackRock Income Opportunities Fund Regular Growth  
  27.7889 0.0713 18/08/2017
Fund Franklin India Short Term Income Plan Growth  
  3527.2200 0.0675 18/08/2017
Fund Canara Robeco Savings Plus Fund Growth  
  26.2214 0.0446 18/08/2017
Fund BNP Paribas Flexi Debt Fund - Growth  
  29.5966 0.0483 18/08/2017
Fund Reliance Dynamic Bond Fund - Growth  
  23.3131 0.1207 18/08/2017
Fund Franklin India Income Builder Account - Plan A - Growth  
  59.0959 0.0628 18/08/2017
Fund Invesco India Tax Plan - Growth  
  44.1500 -0.6749 18/08/2017
Fund ICICI Prudential Dynamic Growth  
  238.8752 -0.6366 18/08/2017
Fund ICICI Prudential Top 100 Fund Growth  
  305.1900 -0.6381 18/08/2017
Fund Quantum Long-Term Equity Fund Direct Growth  
  50.6000 -0.9397 18/08/2017
Fund Aditya Birla Sun Life MNC Fund Growth  
  677.8100 -0.1488 18/08/2017
Fund SBI Magnum Global Fund Regular Growth  
  151.4551 -0.2024 18/08/2017
Fund UTI MNC Fund Growth  
  176.0876 0.1255 18/08/2017
Fund Aditya Birla Sun Life 95 Balanced Fund Growth  
  725.9700 -0.3965 18/08/2017
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