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Awards & Ratings

 

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See below for a list of just some of the awards bestowed upon Excel Funds and our Portfolio Advisors over the last 10+ yrs - just a few more reasons why Excel Funds is the Authority in Emerging Markets.

    

Recent Ratings

  • Excel India Fund received Fundata's FundGrade "A" rating as of December 31, 2009. For more information on Fundata and their FundGrade rating system, please visit www.fundata.com.
  • Excel Chindia Fund received Fundata's FundGrade "A" rating as of June 29, 2009. For more information on Fundata and their FundGrade rating system, please visit www.fundata.com.
  • Excel China Fund received Fundata's FundGrade "A" rating as of December 30, 2008. For more information on Fundata and their FundGrade rating system, please visit www.fundata.com.


  2009

NDTV Profit Awards
Birla Sun Life AMC Ltd.
Best Mutual Fund House
(For the period ending June 29, 2009)
 Birla Sun Life AMC Ltd.
Best Debt Fund House
(For the period ending June 29, 2009)
ICRA Awards
Birla Sun Life AMC Ltd.
Star Fund House of the year - Debt
Total Fund Houses eligible - 24 (1 yr)
Birla Sun Life AMC Ltd.
7 Star Rating - Birla Sun Life Dynamic Bond Fund
Total Open Ended Debt - Short Term considered - 17 Schemes (1 yr)		 Birla Sun Life AMC Ltd.
5 Star Rating - Birla Sun Life Gilt Plus Regular Plan
Total Open Ended Gilt schemes considered - 22 Schemes (3 yrs)
Birla Sun Life AMC Ltd.
5 Star Rating - Birla Sun Life Frontline Equity Fund
Total Open Ended Diversified Equity Defensive schemes considered - 62 & 55 (1 & 3 yrs)		 Birla Sun Life AMC Ltd.
5 Star Rating - Birla Sun Life Dividend Yield Plus Fund
Total Open Ended Diversified Equity Aggressive schemes considered - 51 (1 yr)
Birla Sun Life AMC Ltd.
5 Star Rating - Birla Sun Life MNC Fund
Total Open Ended Diversified Equity Aggressive schemes considered - 51 (1 yr)		 Birla Sun Life AMC Ltd.
5 Star Rating - Birla Sun Life Liquid Plus
Institutional Plan Total Open Ended Liquid Plus - Institutional Plan schemes considered - 34 (1 yr)
Birla Sun Life AMC Ltd.
5 Star Rating - Birla Sun Life Income Plus
Total Open Ended Debt Long-Term schemes considered - 21 (3 yrs)
  
CNBC TV18 Awards
Birla Sun Life AMC Ltd.
Mutual Fund House of the Year - Birla Sun Life Mutual Fund
Total Fund Houses - 27 (1 yr)
Birla Sun Life AMC Ltd.
Birla Sun Life Gilt Plus - Regular Plan
Gilt Funds 		Birla Sun Life AMC Ltd.
Birla Sun Life Income Fund
Income Funds
Birla Sun Life AMC Ltd.
Income Funds - Short Term
Birla Sun Life Short Term Fund - Retail

Birla Sun Life AMC Ltd.
Debt Mutual Fund House of the yr
Birla Sun Life Mutual Fund
Lipper Fund Awards
Birla Sun Life AMC Ltd.
Best Fund Group of the Year - Mixed Assets Total Fund
Houses eligible - 24 (3 yrs)		 Birla Sun Life AMC Ltd.
Best Fund - Bond Indian Rupee General (3 yr)
Birla Sun Life Income Fund - Growth
Total Funds considered - 99 Schemes (3 yrs)
Birla Sun Life AMC Ltd.
Best Fund - Bond Indian Rupee General (10 yrs)
Birla Sun Life Income Fund - Growth
Total Funds considered - 99 Schemes		 Birla Sun Life AMC Ltd.
Best Fund - Mixed Asset INR Balanced Birla Sun Life Asset
Allocation Fund-Moderate - Growth
Total Funds considered - 7 Schemes (3 yrs)

Baring Asset Management
Baring Eastern Europe Fund US$ - Gulf
Equity Emerging Markets Europe (5 yrs)

 Baring Asset Management
Baring Eastern Europe Fund US$ - Gulf
Equity Emerging Markets Europe (10 yrs)
Baring Asset Management
Baring Eastern Europe Fund US$ - Hong Kong
Equity Emerging Markets Europe (3 yrs)		 Baring Asset Management
Baring Eastern Europe Fund US$ - Hong Kong
Equity Emerging Markets Europe (5 yrs)
Baring Asset Management
Baring Eastern Europe Fund US$ - Hong Kong
Equity Emerging Markets Europe (10 yrs)		 Baring Asset Management
Baring Eastern Europe Fund US$ - Spain
Equity Emerging Markets Europe (10 yrs)
Baring Asset Management
Baring Eastern Europe Fund US$ - Taiwan
Equity Emerging Markets Europe (10 yrs)		 Baring Asset Management
Baring Eastern Europe Fund US$ - Taiwan
Equity Emerging Markets Europe (10 yrs)
Baring Asset Management
Baring Europe Select Trust - Taiwan
Equity Europe Mid-Small Cap (3 yrs)		 Baring Asset Management
Baring Europe Select Trust - Taiwan
Equity Europe Mid-Small Cap (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Austria
Equity
Greater China (3 yrs) 		Baring Asset Management
Baring Hong Kong China Fund US$ - Austria
Equity
Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - France
Equity
Greater China (3 yrs) 		Baring Asset Management
Baring Hong Kong China Fund US$ - France
Equity
Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Germany
Equity
Greater China (5 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Gulf
Equity
Greater China (3 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Gulf
Equity Greater China (5 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Gulf
Equity Greater
China (10 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Hong Kong
Equity
Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Hong Kong
Equity
Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Europe
Equity
Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Europe
Equity Greater
China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Nordics
Equity
Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Nordics
Equity Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Spain
Equity
Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund € - Spain
Equity Greater
China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Switzerland Equity Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Switzerland
Equity
Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - UK
Equity Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - UK
Equity Greater
China (5 yrs)
Other Awards
Baring Asset Management
Equity Emerging Markets
Baring Global Emerging Markets Fund
Morningstar		 Baring Asset Management
Equity Emerging Markets
Baring Global Emerging Markets Fund
Smart Magazine
Baring Asset Management
Greater China Region (3 years)
Asia Asset Management		 Baring Asset Management
Greater China Region (5 years)
Asia Asset Management
Baring Asset Management
Fastest growing institutional money manager under C$1bn
Benefits Canada		 Baring Asset Management
Best International Asset Manager (26 - 40 funds category)
Eurofonds
Baring Asset Management
Baring Hong Kong China Fund US$ - Germany - Hong
Kong & China (5 yrs)		 Baring Asset Management
Group - Fastest growing institutional money manager under C$1bn
Benefits Canada
Baring Asset Management
Group - Greater China Region (3 yrs)
Asia Asset Management
 Baring Asset Management
Group - Greater China Region (3 yrs)
Asia Asset Management
Banco Itaú S.A.
Best Emerging Market Bank, Brazil
Global Finance Magazine


 2008

 (none)Top
ICRA Awards
Birla Sun Life AMC Ltd.
Birla Income Plus 7-Star Gold Award - Debt: Long Term (1 yr)
Total Schemes in Category = 18
Birla Sun Life AMC Ltd.
Birla Sun Life Short Term Fund 7-Star Gold Award - Liquid Plus (1 yr)
Total Schemes in Category = 26
CNBC TV18 Awards
Birla Sun Life AMC Ltd.
Mutual Fund of the Year - Birla Sun Life Mutual Fund (1 yr)
Total Fund Houses = 26		 Birla Sun Life AMC Ltd.
Emerging Equity Fund of the Year Birla Infrastructure Fund - Growth (1 yr)
Total Schemes in Category = 14
Birla Sun Life AMC Ltd.
Birla Sun Life Frontline Equity Fund Category: Large Cap oriented Equity Fund (1 yr)
Total Schemes in Category = 22 		Birla Sun Life AMC Ltd.
Birla Sun Life Income Fund Category: Income Funds (1 yr)
Total Schemes in Category = 17
Birla Sun Life AMC Ltd.
Birla Sun Life Monthly Income Category: Monthly Income Plans - Conservative (1 yr)
Total Schemes in Category = 9		 Birla Sun Life AMC Ltd.
Birla Sun Life Short Term Fund Category: Income - Short Term Funds (1 yr)
Total Schemes in Category = 12

Birla Sun Life AMC Ltd.
Birla Sun Life Income Fund-Growth Best Fund - Bond INR General (3 & 10 yrs)
Total Schemes in Category = 100 and 10 respectively 		Birla Sun Life AMC Ltd.
Birla Gilt Plus-Regular Plan-Growth Best Fund - Bond INR Government (5 & 10 yrs)
Total Schemes in Category = 35
Birla Sun Life AMC Ltd.
Birla Sun Life '95 Fund-Growth Best Fund - Mixed Asset INR Aggressive (10 yrs)
Total Schemes in Category = 6
Baring Asset Management
Baring Hong Kong China Fund US$ - Austria
Equity Greater China (3 yrs) 		Baring Asset Management
Baring Hong Kong China Fund US$ - Austria
Equity Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - France
Equity Greater China (3 yrs) 		Baring Asset Management
Baring Hong Kong China Fund US$ - France
Equity Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Germany
Equity Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Germany
Equity Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Gulf
Equity Greater China (1 yr)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Gulf
Equity Greater China (3 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Gulf
Equity Greater China (5 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Gulf
Equity Greater China (10 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Hong Kong
Equity Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Hong Kong
Equity Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Luxembourg
Equity Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Luxembourg
Equity Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Nordics
Equity Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Nordics
Equity Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Switzerland
Equity Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Switzerland
Equity Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - UK
Equity Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - UK
Equity Greater China (5 yrs)
Other Awards
Banco Itaú S.A.
Best Brazilian Bank
Latin Finance Magazine 		Banco Itaú S.A.
Best Managed Company in Latin America
Euromoney Magazine
Banco Itaú S.A.
1st Best Bank in Brazil in Offshore, Real Estate Investment, Fixed Income Portfolio Management e Net-worth Services for Super Affluent Clients
Euromoney Magazine 		Itaú Asset Management
Best Equity Fund Manager, Brazil
ValorInveste/S&P


 2007

 (none)Top
Canadian Investment Awards
Excel Funds Management Inc.
Finalist - Asian Equity Fund Award
Excel China Fund
Lipper Fund Awards
Excel Funds Management Inc.
Best Fund - Asia ex-Japan Equity Award
Excel China Fund
Birla Sun Life AMC Ltd.
Birla Sun Life '95 Fund Best Fund - Mixed Asset INR Aggressive (10 yrs)
Total Schemes in Category = 5		 Birla Sun Life AMC Ltd.
Birla Gilt Plus - Regular Plan Best Fund - Bond Indian Rupee - Government (5 yrs)
Total Schemes in Category = 28
Baring Asset Management
Baring Hong Kong China Fund - Spain
Equity Greater China (3 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Spain
Equity Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Hong Kong
Equity Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - France
Equity Greater China (3 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - France
Equity Greater China (5 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Switzerland
Equity Greater China (3 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Switzerland Equity Greater China (5 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Austria
Equity Greater China (3 yrs)

Baring Asset Management
Baring Hong Kong China Fund US$ - Austria
Equity Greater China (5 yrs)

 Baring Asset Management
Baring Hong Kong China Fund US$ - Germany
 Equity Greater China (3 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - Germany Equity Greater China (5 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Hong Kong
Equity Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - UK
 Equity Greater China (3 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - UK
Equity Greater China (5 yrs)
Baring Asset Management
Baring Hong Kong China Fund US$ - UK
Equity Greater China (10 yrs)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Spain
Equity Greater China (5 yrs)
ICRA Awards
Birla Sun Life AMC Ltd.
Gold Award Birla Sun Life Equity Fund: ICRA MFR~1
Open Ended Diversified Equity - Defensive (3 yrs)		 Birla Sun Life AMC Ltd.
Gold Award Birla Gilt Plus - Liquid Plan: ICRA MFR~1
Open Ended Gilt - Short Term (3 yrs)
Birla Sun Life AMC Ltd.
Gold Award Birla Cash Plus - Institutional Plan: ICRA MFR~1
Open Ended Liquid - Institutional Plan (3 yrs)		  
Baring Asset Management
Baring Hong Kong China Fund US$ - UK
Equity Greater China (1 yr)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Switzerland
Equity Greater China (1 yr)
Baring Asset Management
Baring Hong Kong China Fund US$ - Austria
Equity China & Hong Kong (1 yr)		 Baring Asset Management
Baring Hong Kong China Fund US$ - Germany
Equity China & Hong Kong (1 yr)
Baring Asset Management
Baring Hong Kong China Fund US$ - South China
Equity Greater China (3 yrs)
Morning Post		 Baring Asset Management
Baring Hong Kong China Fund US$ - South China
Equity Greater China (5 yrs)
Morning Post
Baring Asset Management
Group Winner - Best Performing Fund Management Group (3 yrs) - Hong Kong
S&P South China Morning Post 		Itaú Asset Management
Best Equity Fund Manager, Brazil
ValorInveste/S&P
Other Awards
Baring Asset Management
Baring Hong Kong China Fund US$ - Hong Kong Asia Equity
MorningStar		 Baring Asset Management
Baring Hong Kong China Fund US$ - Asia - Hong Kong Equity (1 yr)
Asian Investor Achievement Awards
Baring Asset Management
Asian Equity Fund Manager of the Year - Hong Kong
MorningStar		 Banco Itaú S.A.
Best Brazilian Bank
Euromoney Magazine


 2006

 (none)Top
Banco Itaú S.A.
Best Brazilian Bank
Euromoney Magazine 		Itaú Asset Management
Best Equity Fund Manager, Brazil
ValorInveste/S&P


 2005

 (none)Top
Canadian Investment Awards
Excel Funds Management Inc.
Finalist - Emerging Markets Fund Award
Excel India Fund
ICRA Awards
Birla Sun Life AMC Ltd.
Birla Gilt Plus - Liquid Plan ICRA-MFR 1
Open Ended Gilt Scheme - Short Term (1 yrs)		 Birla Sun Life AMC Ltd.
Birla Gilt Plus - Liquid Plan ICRA-MFR 1
Open Ended Gilt Scheme - Short Term (3 yrs)
Birla Sun Life AMC Ltd.
Birla Income Plus ICRA-MFR 1
Open Ended Debt Scheme - Long Term (3 yrs)		 Birla Sun Life AMC Ltd.
Birla India Opportunities Fund ICRA-MFR 1
Open Ended Sectoral Schemes - Technology (3 yrs)
Other Awards
Banco Itaú S.A.
Best Brazilian Bank
Euromoney Magazine


 2004

 (none)Top
CNBC TV18 Awards
Birla Sun Life AMC Ltd.
Birla MIP (Gr): Best Performing Open-Ended Monthly Income Plan Fund (3 yrs)		 Birla Sun Life AMC Ltd.
Birla Gilt Plus (Regular Plan) (Gr) - Best Performing Open-Ended Gift Fund (3 yrs)
Birla Sun Life AMC Ltd.
Birla Equity Plan - Best Performing Open-Ended Equity Tax Saving (ELSS) (1 yr)
ICRA Awards
Birla Sun Life AMC Ltd.
Birla Income Plus - Ranked MFR 1 in open-ended debt schemes
Long term category (1 yr)		 Birla Sun Life AMC Ltd.
Ranked MFR 1 in open-ended equity linked savings schemes category
(1 yr)
Birla Sun Life AMC Ltd.
Birla Gilt Plus - Regular Plan - Ranked MFR 1 in open-ended gift schemes
Long term category (1 yr)		 Birla Sun Life AMC Ltd.
Birla India Opportunities Fund - Ranked MFR 1 in open-ended sectoral schemes
Technology category (1 yr)
Birla Sun Life AMC Ltd.
Birla Gilt Plus - Liquid Plan - Ranked MFR 1 in open-ended gilt schemes
Short term category (1 yr)		 Birla Sun Life AMC Ltd.
Birla India Opportunities Fund - Ranked MFR 1 in open-ended sectoral schemes
Technology category (3 yrs)
Birla Sun Life AMC Ltd.
Birla Gilt Plus - Liquid Plan - Ranked MFR 1 in open-ended gift schemes
Short term category (3 yrs)
Other Awards
Birla Sun Life AMC Ltd.
2004 Offshore, India Advantage Fund - 1st Place - Offshore Funds Equity India Sector (5 yrs)
Standard & Poor's Fund Awards 		Banco Itaú S.A.
Best Brazilian Bank
Euromoney Magazine


 2003

 (none)Top
Birla Sun Life AMC Ltd.
Birla Bond Plus: Best performing Open-end Income-Short Term Fund
CRISIL Best Fund Awards 2003 		Birla Sun Life AMC Ltd.
Birla Mutual Fund for the Best Mutual Fund
Wealth Creator Award 2003
Banco Itaú S.A.
Best Brazilian Bank
Euromoney Magazine


 2002

 (none)Top
Birla Sun Life AMC Ltd.
Birla Mutual Fund - 1st place in the Standard & Poor's (5 yrs)
Standard & Poor's Fund Awards, 2002 Offshore, India Advantage Fund
Birla Sun Life AMC Ltd.
Birla Income Plus - Open- end Debt/Income Fund - Birla MIP- Open- end Monthly Income Plan.
Business Barons
Best Brand Award
Birla Sun Life AMC Ltd.
Birla IT Fund (G) Plan B has been ranked by Moody's Investor Services as... The Best Performing Open-ended Equity Sector- Technology Fund for 1 year period
CNBC India - BNP Paribas Mutual Fund of the Year Awards
Banco Itaú S.A.
Best Brazilian Bank
Euromoney Magazine


 2001

 (none)Top
Banco Itaú S.A.
Best Brazilian Bank
Euromoney Magazine


 2000

 (none)Top
Birla Sun Life AMC Ltd.
Birla Income Plus - The Best Scheme Income Scheme (3 yrs)
Mr R J BHATT Mutual Funds Awards 2000		 Birla Sun Life AMC Ltd.
Birla Advantage Fund - The Best Growth Scheme (3 yrs)
Mr R J BHATT Mutual Funds Awards 2000
Birla Sun Life AMC Ltd.
For having secured the first place for its risk-adjusted performance over three yrs with the India Advantage Fund in the Standard & Poor's fund Services, Asia excl. Japan Equity Sector
BANCO Emerging Markets Awards 2000
Banco Itaú S.A.
Best Brazilian Bank
Latin Finance Magazine


 1999

 (none)Top
Birla Sun Life AMC Ltd.
Birla Income Plus - The Best Performing Scheme
Income Funds - The IRIS Mutual Fund Award in memory of R J Bhatt
R J Bhatt Awards 1999		 Birla Sun Life AMC Ltd.
Birla Mutual Fund - The Best Mutual Fund
The IRIS Mutual Fund Award in memory of R J Bhatt
R J Bhatt Awards 1999
Birla Sun Life AMC Ltd.
Birla Advantage Fund - The Best Performing Scheme
Growth Funds - The IRIS Mutual Fund Award in memory of R J Bhatt
R J Bhatt Awards 1999		 Birla Sun Life AMC Ltd.
Mr. Bharat Shah - Fund Manager of Year
Business Standard
Birla Sun Life AMC Ltd.
Birla Advantage Fund - The Best Equity Mutual Fund Scheme
Motilal Oswal institute of wealth Creation Pioneers in Investor's Education 		Banco Itaú S.A.
Best Brazilian Bank
Latin Finance Magazine


 1998

 (none)Top
Birla Sun Life AMC Ltd.
India Advantage Fund
The award for standing first place in the Standard & Poor's Micropal 1 year offshore Territories Equity India sector out of 36 funds.
Standard & Poor's Fund Awards

(none)Top
PRIVACY LEGAL
Copyright @ 2009 Excel Funds Management Inc. All rights reserved.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual funds investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.