Winners of 2024 Morningstar Awards for Investing Excellence

Mar 20, 2024
 

This year, we bring you the 16th edition of the Morningstar Awards for Investing Excellence, 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 2023 and over longer time periods.

Here are the winners, as well as the nominees.

Best Large Cap Equity Fund: ICICI Prudential Bluechip

  • Edelweiss Large Cap
  • ICICI Prudential Bluechip
  • Nippon India Large Cap

Best Flexi Cap Equity Fund: Parag Parikh Flexi Cap 

  • Edelweiss Flexi Cap
  • HDFC Flexi Cap
  • Parag Parikh Flexi Cap

Best Small/Mid-Cap Equity Fund: HDFC Mid-Cap Opportunities 

  • DSP Small Cap
  • HDFC Mid-Cap Opportunities
  • Nippon India Small Cap

Best Short Duration Fund: ICICI Prudential Short Term 

  • Axis Short Term
  • ICICI Prudential Short Term
  • Nippon India Short Term

Best Corporate Bond Fund: Nippon India Corporate Bond 

  • Axis Corporate Debt
  • Kotak Corporate Bond
  • Nippon India Corporate Bond

Best Medium to Long Duration Fund: Kotak Bond 

  • Axis Dynamic Bond
  • Kotak Bond
  • Kotak Dynamic Bond

Best Asset Manager: SBI Funds Management Ltd.

  • Kotak Mahindra AMC Ltd.
  • PGIM India Mutual Fund
  • SBI Funds Management Ltd.

Read how the selection was done. 

Please click here for the full disclaimer.

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Darshan Joshi
Jun 15 2024 09:02 PM
Good analysis.
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