Morningstar Awards 2012: The Winners

Feb 13, 2012
HDFC AMC is best overall fund house. ICICI Prudential wins best debt fund house. UTI schemes bag most category awards, nominations.

In a glittering ceremony Friday, Morningstar hosted the 4th edition of the annual fund awards aimed at rewarding mutual funds and mutual-fund houses that have created value for investors over the past one year and over the long term.

The awards function, which was held in Mumbai, was attended by several luminaries from the fund industry.

Morningstar gives out awards in 25 countries with winners being chosen by an acclaimed, consistent methodology that makes it a coveted event in the financial community globally. (Read more about the methodology here).

In all, we gave out awards over eight categories across equity (Large-cap, Small/Mid-cap/ELSS), allocation (Conservative, Moderate) and debt (Ultrashort Bond, Short-Term Bond and Intermediate Bond) segments.

Separately, awards were handed out for the Best Fund House (Equity), Best Fund House (Debt) and Best Fund House (Multi-Asset).

In key highlights, HDFC Mutual Fund starred by winning the Best Fund House (Equity) and Best Fund House (Multi-Asset). ICICI Prudential AMC won the Best Fund House (Debt) for the 4th time in a row. While UTI MF saw as many as six of its schemes nominated across the various categories, and picked up awards in two.

The winners’ list



UTI Opportunities Fund



ELSS (Tax Savings)

Franklin India Taxshield


Conservative Allocation

HDFC Multiple Yield Fund - Plan 2005

Moderate Allocation

FT India Dynamic PE Ratio Fund of Funds


Ultrashort Bond

Canara Robeco Floating Rate

Short-Term Bond

Templeton India Short Term Income Plan

Intermediate Bond

Canara Robeco Income

Best Fund House (Equity)

HDFC Asset Management Company

Best Fund House (Debt)

ICICI Prudential Asset Management Company

Best Fund House (Multi-Asset)

HDFC Asset Management Company

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