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MC30

MC30 is a curated basket of 30 investment-worthy mutual Fund (MF) schemes. You must not invest in all the 30 schemes. The rationale for MC30 is to give you a manageable number of MF schemes, from over 1,000 schemes in the industry and Across asset classes, for you to then pick and choose from. To build a solid investment portfolio, you need to invest in just 6-8 MF schemes.

As on 09-12-2022

Large Cap (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Canara Robeco Bluechip Equity Fund - Regular Plan - Growth

Despite being large-cap, has managed to beat benchmark consistently

17.17 14.19 13.71

Mirae Asset Large Cap Fund - Regular - Growth

Among the largest in its category; size not an issue for performance

15.7 11.91 16.13

Category Average

15.32 11.23 12.98
Flexi Cap (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Kotak Flexi Cap Fund - Growth

Large-size has pushed the fund towards large-caps, but remains adequately diversified

15.43 11.47 15.77

Parag Parikh Flexi Cap Fund - Growth

Investments in international equities and timely deploying cash, helped

23.09 16.13 N/A

UTI Flexi Cap Fund - Growth

Follows a growth-styled approach and managed conservatively. Stable long-term performance

17.36 13.6 14.41

Category Average

17.45 11.58 14.15
Mid Cap (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Axis Midcap Fund - Growth

Consistent performer and manages risks well. Takes active cash calls

20.51 15.54 17.76

DSP Midcap Fund - Regular Plan - Growth

Despite a conservative portfolio, performance is good. Well-diversified.

16.64 9.6 16.11

Invesco India Mid Cap Fund - Growth

Small corpus bodes well for a midcap fund. Takes lesser risks

23.27 13.37 18.19

Kotak Emerging Equity Fund - Growth

Size is bit large for a mid-cap fund, but so far fund has managed well.

25.31 14.05 19.15

Category Average

23.93 11.87 17.25
Small Cap (Satellite) 3 Y (%) 5 Y (%) 10 Y (%)

Axis Small Cap Fund - Growth

Strong pedigreed. Did well in 2018 and 2019, despite tough markets.

27.66 18.1 N/A

SBI Small Cap Fund - Regular Plan - Growth

Good stock picking skills. Did well in rising and falling markets.

30.07 14.57 24.95

Category Average

30.91 11.68 17.22
ELSS (Core/Satellite) 3 Y (%) 5 Y (%) 10 Y (%)

Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth

Despite a high churn, the scheme has done well across market cycles

21.71 15.68 15.09

Kotak Tax Saver Fund - Growth

Same manager for over seven years now. 3-year lock-in helps in stock picking

19.43 13.25 14.63

Category Average

20.11 11.04 14.19
Focused (Satellite) 3 Y (%) 5 Y (%) 10 Y (%)

Axis Focused 25 Fund - Growth

Invests in up to 25 stocks. Tilted towards large-caps last year

10.51 9.7 13.6

SBI Focused Equity Fund - Regular Plan - Growth

Invests across large, mid and small sized companies and up to 30 stocks

15.81 11.93 14.8

Category Average

17.13 10.7 14.19
Aggressive Hybrid (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth

Atleast 65% in equities. Well-diversified, tilts towards large-caps

15.36 11.86 13.59

DSP Equity & Bond Fund - Regular Plan - Growth

Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.

13.61 9.9 12.65

Category Average

15.13 10.02 12.72
Short Term (Core) 1 Y (%) 2 Y (%) 3 Y (%)

Axis Short Term Fund - Growth

Consistent performer. Actively-managed. Does not take credit risks

3.46 3.6 5.75

HDFC Short Term Debt Fund - Growth

Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.

3.19 3.71 6.1

ICICI Prudential Short Term Fund - Growth

Actively-managed. Small portion in perpetual bonds, though monitors risks closely

4.3 4.28 6.41

Category Average

3.96 4.39 5.69
Corporate Bond (Core) 1 Y (%) 2 Y (%) 3 Y (%)

HDFC Corporate Bond Fund - Growth

Largest fund in this category. Invests almost entirely in AAA-rated assets.

2.88 3.66 6.32

Sundaram Corporate Bond Fund - Growth

Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified

3.23 3.49 5.91

Category Average

2.76 3.33 5.73
Banking and PSU Debt (Core) 1 Y (%) 2 Y (%) 3 Y (%)

IDFC Banking & PSU Debt Fund - Regular Plan - Growth

Fund manager’s track record in avoiding credit risks, inspires confidence

3.31 3.4 5.86

Kotak Banking and PSU Debt Fund - Growth

True to label, avoids private sector firms. Uses Government securities opportunistically.

3.38 3.78 6.01

Nippon India Banking & PSU Debt Fund - Regular Plan - Growth

Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.

2.87 3.44 5.9

Category Average

2.98 3.42 5.66
Index Funds/ETFs 3 Y (%) 5 Y (%) 10 Y (%)

ICICI Prudential Nifty Next 50 Index Fund - Growth

A good way to invest in the next lot of emerging large-cap companies

16.22 7.92 13.89

Motilal Oswal Nasdaq 100 ETF (MOSt Shares NASDAQ 100)

Invests in the US companies. Passively-managed. No fund manager risk

16.97 18.22 20.5

Nippon India ETF Gold BeES

An ideal way to invest in gold, without bothering about storage

11.21 12.48 4.67

Nippon India ETF Nifty 50 BeES

Oldest ETF in India. One of the most liquid.

17.17 13.94 13.36

UTI Nifty 50 Index Fund - Growth

Oldest index fund in India. Low tracking error.

16.87 13.65 12.97

As on 09-12-2022

Large Cap (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Canara Robeco Bluechip Equity Fund - Regular Plan - Growth

Despite being large-cap, has managed to beat benchmark consistently

17.27 16.3 14.47

Mirae Asset Large Cap Fund - Regular - Growth

Among the largest in its category; size not an issue for performance

18.44 15.35 15.4

Category Average

15.32 11.23 12.98
Flexi Cap (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Kotak Flexi Cap Fund - Growth

Large-size has pushed the fund towards large-caps, but remains adequately diversified

18.79 15.17 15.02

Parag Parikh Flexi Cap Fund - Growth

Investments in international equities and timely deploying cash, helped

19.3 19.01 N/A

UTI Flexi Cap Fund - Growth

Follows a growth-styled approach and managed conservatively. Stable long-term performance

13.88 14.57 14.17

Category Average

17.45 11.58 14.15
Mid Cap (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Axis Midcap Fund - Growth

Consistent performer and manages risks well. Takes active cash calls

18.75 18.2 17.65

DSP Midcap Fund - Regular Plan - Growth

Despite a conservative portfolio, performance is good. Well-diversified.

14.31 13.62 15.35

Invesco India Mid Cap Fund - Growth

Small corpus bodes well for a midcap fund. Takes lesser risks

23.46 19.41 17.79

Kotak Emerging Equity Fund - Growth

Size is bit large for a mid-cap fund, but so far fund has managed well.

27.1 21.58 19.56

Category Average

23.93 11.87 17.25
Small Cap (Satellite) 3 Y (%) 5 Y (%) 10 Y (%)

Axis Small Cap Fund - Growth

Strong pedigreed. Did well in 2018 and 2019, despite tough markets.

29.34 25.03 N/A

SBI Small Cap Fund - Regular Plan - Growth

Good stock picking skills. Did well in rising and falling markets.

32.02 24.66 23.98

Category Average

30.91 11.68 17.22
ELSS (Core/Satellite) 3 Y (%) 5 Y (%) 10 Y (%)

Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth

Despite a high churn, the scheme has done well across market cycles

20.93 18.82 16.04

Kotak Tax Saver Fund - Growth

Same manager for over seven years now. 3-year lock-in helps in stock picking

22.73 18.41 15.84

Category Average

20.11 11.04 14.19
Focused (Satellite) 3 Y (%) 5 Y (%) 10 Y (%)

Axis Focused 25 Fund - Growth

Invests in up to 25 stocks. Tilted towards large-caps last year

8.13 9.83 12.68

SBI Focused Equity Fund - Regular Plan - Growth

Invests across large, mid and small sized companies and up to 30 stocks

16.05 14.96 15.33

Category Average

17.13 10.7 14.19
Aggressive Hybrid (Core) 3 Y (%) 5 Y (%) 10 Y (%)

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth

Atleast 65% in equities. Well-diversified, tilts towards large-caps

14.95 14.06 13.52

DSP Equity & Bond Fund - Regular Plan - Growth

Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.

13.13 12.59 12.62

Category Average

15.13 10.02 12.72
Short Term (Core) 1 Y (%) 2 Y (%) 3 Y (%)

Axis Short Term Fund - Growth

Consistent performer. Actively-managed. Does not take credit risks

4.44 3.87 4.48

HDFC Short Term Debt Fund - Growth

Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.

4.52 3.94 4.69

ICICI Prudential Short Term Fund - Growth

Actively-managed. Small portion in perpetual bonds, though monitors risks closely

6.02 4.83 5.3

Category Average

3.96 4.39 5.69
Corporate Bond (Core) 1 Y (%) 2 Y (%) 3 Y (%)

HDFC Corporate Bond Fund - Growth

Largest fund in this category. Invests almost entirely in AAA-rated assets.

4.58 3.91 4.71

Sundaram Corporate Bond Fund - Growth

Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified

4.03 3.67 4.42

Category Average

2.76 3.33 5.73
Banking and PSU Debt (Core) 1 Y (%) 2 Y (%) 3 Y (%)

IDFC Banking & PSU Debt Fund - Regular Plan - Growth

Fund manager’s track record in avoiding credit risks, inspires confidence

4.04 3.64 4.36

Kotak Banking and PSU Debt Fund - Growth

True to label, avoids private sector firms. Uses Government securities opportunistically.

4.8 4.17 4.75

Nippon India Banking & PSU Debt Fund - Regular Plan - Growth

Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.

4.07 3.65 4.39

Category Average

2.98 3.42 5.66
Index Funds/ETFs 3 Y (%) 5 Y (%) 10 Y (%)

ICICI Prudential Nifty Next 50 Index Fund - Growth

A good way to invest in the next lot of emerging large-cap companies

18.1 13.69 13.25

Motilal Oswal Nasdaq 100 ETF (MOSt Shares NASDAQ 100)

Invests in the US companies. Passively-managed. No fund manager risk

3.5 13.56 17.88

Nippon India ETF Gold BeES

An ideal way to invest in gold, without bothering about storage

6.6 10.67 8.34

Nippon India ETF Nifty 50 BeES

Oldest ETF in India. One of the most liquid.

20.78 16.9 14.27

UTI Nifty 50 Index Fund - Growth

Oldest index fund in India. Low tracking error.

20.46 16.61 13.99

As on 09-12-2022

Large Cap (Core) 2012 (%) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) YTD (%)

Canara Robeco Bluechip Equity Fund - Regular Plan - Growth

Despite being large-cap, has managed to beat benchmark consistently

28.39 4.33 35.89 -0.59 1.29 31.37 4.13 15.89 22.59 23.01 3.56

Mirae Asset Large Cap Fund - Regular - Growth

Among the largest in its category; size not an issue for performance

33.28 7.9 52.5 3.86 7.65 38.58 0.22 12.87 13.53 26.23 4.68
Flexi Cap (Core) 2012 (%) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) YTD (%)

Kotak Flexi Cap Fund - Growth

Large-size has pushed the fund towards large-caps, but remains adequately diversified

33.45 5.05 57.77 2.95 8.67 34.31 -0.34 12.38 11.74 23.6 7.89

Parag Parikh Flexi Cap Fund - Growth

Investments in international equities and timely deploying cash, helped

N/A 11.24 44.25 8.74 3.52 29.36 -0.37 14.65 32.74 44.08 -4.98

UTI Flexi Cap Fund - Growth

Follows a growth-styled approach and managed conservatively. Stable long-term performance

32.15 6.98 46.84 0.77 0.74 30.09 4.37 11.66 30.73 31.64 -10.67
Mid Cap (Core) 2012 (%) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) YTD (%)

Axis Midcap Fund - Growth

Consistent performer and manages risks well. Takes active cash calls

52.6 2.78 75.8 0.8 -3.35 41.99 3.81 11.74 25.75 37.29 -1.91

DSP Midcap Fund - Regular Plan - Growth

Despite a conservative portfolio, performance is good. Well-diversified.

45 0.51 69.74 6.68 10.17 39.8 -9.76 9.11 23.25 26.04 -1.98

Invesco India Mid Cap Fund - Growth

Small corpus bodes well for a midcap fund. Takes lesser risks

41.7 5.33 76.56 6.35 0.45 44.32 -5.16 3.33 24.15 40.37 3.29

Kotak Emerging Equity Fund - Growth

Size is bit large for a mid-cap fund, but so far fund has managed well.

47.99 -5.59 85.93 8.16 9.73 43 -11.42 8.21 21.34 44.28 7.62
Small Cap (Satellite) 2012 (%) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) YTD (%)

Axis Small Cap Fund - Growth

Strong pedigreed. Did well in 2018 and 2019, despite tough markets.

N/A 1.5 83.79 9.2 3.89 38.31 -8.6 18.93 22.7 56.3 5.05

SBI Small Cap Fund - Regular Plan - Growth

Good stock picking skills. Did well in rising and falling markets.

31.91 6.75 110.45 19.92 0.39 78.66 -19.66 6.06 33.48 44.19 11.61
ELSS (Core/Satellite) 2012 (%) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) YTD (%)

Canara Robeco Equity Tax Saver Fund - Regular Plan - Growth

Despite a high churn, the scheme has done well across market cycles

29.97 4.45 45.24 0.4 -0.7 31.96 3.33 11.3 26.99 33.02 2.75

Kotak Tax Saver Fund - Growth

Same manager for over seven years now. 3-year lock-in helps in stock picking

36.25 -7.03 56.7 1.23 6.77 33.76 -3.3 12.61 14.77 31.5 9.47
Focused (Satellite) 2012 (%) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) YTD (%)

Axis Focused 25 Fund - Growth

Invests in up to 25 stocks. Tilted towards large-caps last year

15.1 4.46 38.98 4.03 4.2 45.15 1.32 15.37 20.88 22.08 -11.86

SBI Focused Equity Fund - Regular Plan - Growth

Invests across large, mid and small sized companies and up to 30 stocks

56.31 -8.29 57.75 3.5 1.08 44.73 -3.88 15.89 14.61 41.51 -6.69
Aggressive Hybrid (Core) 2012 (%) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) YTD (%)

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth

Atleast 65% in equities. Well-diversified, tilts towards large-caps

26.37 3.46 45.43 5.61 2.98 25.19 1.68 11.77 19.47 21.51 3.46

DSP Equity & Bond Fund - Regular Plan - Growth

Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.

26.3 -1.31 44.84 4.54 7.55 27.61 -4.62 14.17 16.76 22.94 -0.7
Short Term (Core) 2012 (%) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) YTD (%)

Axis Short Term Fund - Growth

Consistent performer. Actively-managed. Does not take credit risks

10.08 7.19 9.99 8.08 9.6 5.93 6.24 9.74 10.04 3.4 3.39

HDFC Short Term Debt Fund - Growth

Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.

10.08 8.31 10.37 8.62 9.25 6.52 6.88 9.64 10.86 3.8 3.19

ICICI Prudential Short Term Fund - Growth

Actively-managed. Small portion in perpetual bonds, though monitors risks closely

9.54 7.09 11.53 8 11 5.9 5.75 9.62 10.52 3.82 4.35
Corporate Bond (Core) 2012 (%) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) YTD (%)

HDFC Corporate Bond Fund - Growth

Largest fund in this category. Invests almost entirely in AAA-rated assets.

10.49 7.38 10.9 8.53 10.59 6.51 6.38 10.38 11.68 3.82 2.96

Sundaram Corporate Bond Fund - Growth

Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified

8.68 -0.4 14.91 8.53 11.64 5.44 4.78 11.4 10.88 3.45 3.23
Banking and PSU Debt (Core) 2012 (%) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) YTD (%)

IDFC Banking & PSU Debt Fund - Regular Plan - Growth

Fund manager’s track record in avoiding credit risks, inspires confidence

N/A 7.17 9.22 8.51 7.97 5.5 7.25 11.22 10.81 3.33 3.21

Kotak Banking and PSU Debt Fund - Growth

True to label, avoids private sector firms. Uses Government securities opportunistically.

7.63 9.67 9.49 8.53 9.9 6.17 6.62 10.91 10.41 3.88 3.32

Nippon India Banking & PSU Debt Fund - Regular Plan - Growth

Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.

N/A N/A N/A 5.61 10.13 5.96 6.33 10.57 10.83 3.75 2.85
Index Funds/ETFs 2012 (%) 2013 (%) 2014 (%) 2015 (%) 2016 (%) 2017 (%) 2018 (%) 2019 (%) 2020 (%) 2021 (%) YTD (%)

ICICI Prudential Nifty Next 50 Index Fund - Growth

A good way to invest in the next lot of emerging large-cap companies

44.86 4.25 43.03 5.88 6.61 45.67 -8.56 1.45 14.16 26.55 4.58

Motilal Oswal Nasdaq 100 ETF (MOSt Shares NASDAQ 100)

Invests in the US companies. Passively-managed. No fund manager risk

N/A N/A N/A N/A N/A N/A N/A N/A N/A 30.85 -22.4

Nippon India ETF Gold BeES

An ideal way to invest in gold, without bothering about storage

N/A N/A N/A N/A N/A N/A N/A N/A 25.48 -5.45 11.11

Nippon India ETF Nifty 50 BeES

Oldest ETF in India. One of the most liquid.

N/A N/A N/A N/A N/A N/A N/A N/A 15.64 24.1 8.58

UTI Nifty 50 Index Fund - Growth

Oldest index fund in India. Low tracking error.

28.32 6.05 31.82 -3.36 3.79 29.68 5.2 13.56 15.37 23.79 8.29

Note – All funds displayed are growth funds

Note - The illustration and data provided above is for informational purposes only and does not constitute any kind of advisory

Note - Trailing returns are compounded annually (CAGR) while SIP returns are Internal rate of returns (IRR)

Outperform indicates no. of years out of last 10 years for which the fund outperformed category average returns

Note – All funds displayed are growth funds

Note - The illustration and data provided above is for informational purposes only and does not constitute any kind of advisory

Note – All funds displayed are growth funds

Note - The illustration and data provided above is for informational purposes only and does not constitute any kind of advisory

Return since indicates return since the date on which the fund manager was appointed

Note – All funds displayed are growth funds

Note - The illustration and data provided above is for informational purposes only and does not constitute any kind of advisory

Note – All funds displayed are growth funds

Note - The illustration and data provided above is for informational purposes only and does not constitute any kind of advisory

Note – All funds displayed are growth funds

Note - The shown corpus is the sum of corpus of regular plan and corpus of direct plan.

Note - The illustration and data provided above is for informational purposes only and does not constitute any kind of advisory

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