7 winners of 2023 Morningstar India Fund Awards

Mar 17, 2023
 

This year, we bring you the 15th edition of the Morningstar Fund Awards, a programme that recognizes excellence in the Indian fund industry.

This annual exercise is designed to help investors identify the retail funds and fund houses that added the most value for investors within the context of their relevant peer group in 2022 and over longer time periods.

Here are the winners, as well as the nominees.

Best Large Cap Equity Fund: ICICI Prudential Bluechip

  • Canara Robeco Bluechip Equity Direct Plan/Growth Option
  • ICICI Prudential S&P BSE Sensex ETF
  • ICICI Prudential Bluechip Direct Plan/Growth Option

Best Mid Cap Equity Fund: Kotak Emerging Equity

  • HDFC Mid-Cap Opportunities Direct Plan/Growth Option
  • Invesco India Mid Cap Direct Plan/Growth Option
  • Kotak Emerging Equity Direct Plan/Growth Option

Best Short Duration Fund: ICICI Prudential Short Term

  • ABSL Short Term Direct Plan/Growth Option
  • Axis Short Term Direct Plan/Growth Option
  • ICICI Prudential Short Term Direct Plan/Growth Option

Best Medium to Long Duration Fund: SBI Magnum Income

  • ICICI Prudential Bond Direct Plan/Growth Option
  • Kotak Bond Direct Plan/Growth Option
  • SBI Magnum Income Direct Plan/Growth Option

Morningstar Best Debt Fund House: ICICI Prudential AMC

  • Aditya Birla Sun Life AMC Ltd.
  • ICICI Prudential AMC Ltd.
  • Kotak Mahindra AMC Ltd.

Morningstar Best Equity Fund House: Kotak Mahindra AMC

  • Invesco Asset Management (India) Private Ltd.
  • Kotak Mahindra AMC Ltd.
  • SBI Funds Management Ltd.

Morningstar Best Overall Fund House: Kotak Mahindra AMC

  • ICICI Prudential AMC Ltd.
  • Kotak Mahindra AMC Ltd.
  • SBI Funds Management Ltd.

Read how the selection was done.

Add a Comment
Please login or register to post a comment.
© Copyright 2024 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2024 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top