“The Morningstar Awards for Investing Excellence commends the industry’s fund offerings and investor-centric firms. Based on Morningstar’s forward-looking ratings for funds, the Morningstar manager research team carefully selects the winners across equity and fixed income categories, as the leading funds within India for investors. We’d like to congratulate all winners and finalists of this year’s awards.” said Kaustubh Belapurkar, Director Manager Research, Morningstar Investment Research India Private.
Morningstar has two types of awards: The Morningstar Category Awards and the Morningstar Asset Manager Awards.
The 2024 Morningstar Awards for Investing Excellence award winners in India are:
The Best Asset Manager Awards
Methodology by Morningstar
These awards are determined by a combination of risk-adjusted medium-to long-term performance track records and Morningstar’s forward-looking rating for funds, the Morningstar Medalist Rating™ including its Parent pillar component. The Medalist Rating is set on a five-tier scale running from gold, silver, bronze, neutral and negative at the share class level. The full methodology for the awards is available here.