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MC 30 Funds - Top Performing Mutual Funds Schemes

MC30 Top Mutual Funds
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SIP
Yearly

As on 30-09-2022

Large Cap (Core)	3 Y (%)	5 Y (%)	10 Y (%)
Canara Robeco Bluechip Equity Fund - Direct Plan - Growth Despite being large-cap, has managed to beat benchmark consistently	18.14	15.03	N/A
Mirae Asset Large Cap Fund - Direct Plan - Growth Among the largest in its category; size not an issue for performance	16.03	12.87	N/A
Category Average	15.12	11.77	0
Flexi Cap (Core)	3 Y (%)	5 Y (%)	10 Y (%)
Kotak Flexi Cap Fund - Direct Plan - Growth Large-size has pushed the fund towards large-caps, but remains adequately diversified	14.61	11.78	N/A
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Investments in international equities and timely deploying cash, helped	23.73	17.25	N/A
UTI Flexi Cap Fund - Direct Plan - Growth Follows a growth-styled approach and managed conservatively. Stable long-term performance	19.78	15.13	N/A
Category Average	17.56	12.61	0
Mid Cap (Core)	3 Y (%)	5 Y (%)	10 Y (%)
Axis Midcap Fund - Direct Plan - Growth Consistent performer and manages risks well. Takes active cash calls	23.41	18.84	N/A
DSP Midcap Fund - Direct Plan - Growth Despite a conservative portfolio, performance is good. Well-diversified.	18.61	11.91	N/A
Invesco India Mid Cap Fund - Direct Plan - Growth Small corpus bodes well for a midcap fund. Takes lesser risks	24.45	16.24	N/A
Kotak Emerging Equity Fund - Direct Plan - Growth Size is bit large for a mid-cap fund, but so far fund has managed well.	27.23	16.73	N/A
Category Average	25.2	14.54	0
Small Cap (Satellite)	3 Y (%)	5 Y (%)	10 Y (%)
Axis Small Cap Fund - Direct Plan - Growth Strong pedigreed. Did well in 2018 and 2019, despite tough markets.	29.79	21.47	N/A
SBI Small Cap Fund - Direct Plan - Growth Good stock picking skills. Did well in rising and falling markets.	31.15	19.5	N/A
Category Average	31.44	15.41	0
ELSS (Core/Satellite)	3 Y (%)	5 Y (%)	10 Y (%)
Canara Robeco Equity Tax Saver Fund - Direct Plan - Growth Despite a high churn, the scheme has done well across market cycles	21.92	16.85	N/A
Kotak Tax Saver Fund - Direct Plan - Growth Same manager for over seven years now. 3-year lock-in helps in stock picking	19.75	14.32	N/A
Category Average	20.46	12.89	12.41
Focused (Satellite)	3 Y (%)	5 Y (%)	10 Y (%)
Axis Focused 25 Fund - Direct Plan - Growth Invests in up to 25 stocks. Tilted towards large-caps last year	12.53	11.9	N/A
SBI Focused Equity Fund - Direct Plan - Growth Invests across large, mid and small sized companies and up to 30 stocks	17.88	15.32	N/A
Category Average	17.4	12.64	0
Aggressive Hybrid (Core)	3 Y (%)	5 Y (%)	10 Y (%)
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Atleast 65% in equities. Well-diversified, tilts towards large-caps	16.18	12.89	N/A
DSP Equity & Bond Fund - Direct Plan - Growth Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.	14	11.4	N/A
Category Average	15.41	11.18	0
Short Term (Core)	1 Y (%)	2 Y (%)	3 Y (%)
Axis Short Term Fund - Direct Plan - Growth Consistent performer. Actively-managed. Does not take credit risks	3.43	4.65	6.7
HDFC Short Term Debt Fund - Direct Plan - Growth Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.	2.99	4.69	6.77
ICICI Prudential Short Term Fund - Direct Fund - Growth Actively-managed. Small portion in perpetual bonds, though monitors risks closely	4.37	5.54	7.41
Category Average	3.42	5.07	6.11
Corporate Bond (Core)	1 Y (%)	2 Y (%)	3 Y (%)
HDFC Corporate Bond Fund - Direct Plan - Growth Largest fund in this category. Invests almost entirely in AAA-rated assets.	2.61	4.56	6.69
Sundaram Corporate Bond Fund - Direct Plan Growth Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified	3	4.28	6.55
Category Average	2.51	4.19	6.33
Banking and PSU Debt (Core)	1 Y (%)	2 Y (%)	3 Y (%)
IDFC Banking & PSU Debt Fund - Direct Plan - Growth Fund manager’s track record in avoiding credit risks, inspires confidence	3.13	4.24	6.55
Kotak Banking and PSU Debt Fund - Direct Plan - Growth True to label, avoids private sector firms. Uses Government securities opportunistically.	3.12	4.73	6.67
Nippon India Banking & PSU Debt Fund - Direct Plan - Growth Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.	2.72	4.41	6.61
Category Average	2.77	4.22	6.22
Index Funds/ETFs	3 Y (%)	5 Y (%)	10 Y (%)
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - Growth A good way to invest in the next lot of emerging large-cap companies	15.74	9.36	N/A
UTI Nifty 50 Index Fund - Direct Plan - Growth Oldest index fund in India. Low tracking error.	15.21	12.86	N/A

As on 30-09-2022

Large Cap (Core)	3 Y (%)	5 Y (%)	10 Y (%)
Canara Robeco Bluechip Equity Fund - Direct Plan - Growth Despite being large-cap, has managed to beat benchmark consistently	17	16.25	N/A
Mirae Asset Large Cap Fund - Direct Plan - Growth Among the largest in its category; size not an issue for performance	17.2	14.6	N/A
Category Average	15.12	11.77	0
Flexi Cap (Core)	3 Y (%)	5 Y (%)	10 Y (%)
Kotak Flexi Cap Fund - Direct Plan - Growth Large-size has pushed the fund towards large-caps, but remains adequately diversified	16.34	13.71	N/A
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Investments in international equities and timely deploying cash, helped	20.9	19.54	N/A
UTI Flexi Cap Fund - Direct Plan - Growth Follows a growth-styled approach and managed conservatively. Stable long-term performance	17.59	16.36	N/A
Category Average	17.56	12.61	0
Mid Cap (Core)	3 Y (%)	5 Y (%)	10 Y (%)
Axis Midcap Fund - Direct Plan - Growth Consistent performer and manages risks well. Takes active cash calls	23.16	20.68	N/A
DSP Midcap Fund - Direct Plan - Growth Despite a conservative portfolio, performance is good. Well-diversified.	17	14.8	N/A
Invesco India Mid Cap Fund - Direct Plan - Growth Small corpus bodes well for a midcap fund. Takes lesser risks	24.37	19.69	N/A
Kotak Emerging Equity Fund - Direct Plan - Growth Size is bit large for a mid-cap fund, but so far fund has managed well.	29.92	22.64	N/A
Category Average	25.2	14.54	0
Small Cap (Satellite)	3 Y (%)	5 Y (%)	10 Y (%)
Axis Small Cap Fund - Direct Plan - Growth Strong pedigreed. Did well in 2018 and 2019, despite tough markets.	32.98	26.81	N/A
SBI Small Cap Fund - Direct Plan - Growth Good stock picking skills. Did well in rising and falling markets.	35.3	25.82	N/A
Category Average	31.44	15.41	0
ELSS (Core/Satellite)	3 Y (%)	5 Y (%)	10 Y (%)
Canara Robeco Equity Tax Saver Fund - Direct Plan - Growth Despite a high churn, the scheme has done well across market cycles	21.81	19.06	N/A
Kotak Tax Saver Fund - Direct Plan - Growth Same manager for over seven years now. 3-year lock-in helps in stock picking	21.75	17.71	N/A
Category Average	20.46	12.89	12.41
Focused (Satellite)	3 Y (%)	5 Y (%)	10 Y (%)
Axis Focused 25 Fund - Direct Plan - Growth Invests in up to 25 stocks. Tilted towards large-caps last year	10.85	11.65	N/A
SBI Focused Equity Fund - Direct Plan - Growth Invests across large, mid and small sized companies and up to 30 stocks	18.71	16.52	N/A
Category Average	17.4	12.64	0
Aggressive Hybrid (Core)	3 Y (%)	5 Y (%)	10 Y (%)
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Atleast 65% in equities. Well-diversified, tilts towards large-caps	15.05	14.18	N/A
DSP Equity & Bond Fund - Direct Plan - Growth Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.	13.63	12.92	N/A
Category Average	15.41	11.18	0
Short Term (Core)	1 Y (%)	2 Y (%)	3 Y (%)
Axis Short Term Fund - Direct Plan - Growth Consistent performer. Actively-managed. Does not take credit risks	3.67	4.02	5.1
HDFC Short Term Debt Fund - Direct Plan - Growth Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.	3.25	3.83	5.08
ICICI Prudential Short Term Fund - Direct Fund - Growth Actively-managed. Small portion in perpetual bonds, though monitors risks closely	5.35	5.09	6.02
Category Average	3.42	5.07	6.11
Corporate Bond (Core)	1 Y (%)	2 Y (%)	3 Y (%)
HDFC Corporate Bond Fund - Direct Plan - Growth Largest fund in this category. Invests almost entirely in AAA-rated assets.	3.01	3.62	4.93
Sundaram Corporate Bond Fund - Direct Plan Growth Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified	3.16	3.55	4.73
Category Average	2.51	4.19	6.33
Banking and PSU Debt (Core)	1 Y (%)	2 Y (%)	3 Y (%)
IDFC Banking & PSU Debt Fund - Direct Plan - Growth Fund manager’s track record in avoiding credit risks, inspires confidence	3.29	3.59	4.75
Kotak Banking and PSU Debt Fund - Direct Plan - Growth True to label, avoids private sector firms. Uses Government securities opportunistically.	3.55	4.01	5.06
Nippon India Banking & PSU Debt Fund - Direct Plan - Growth Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.	2.79	3.53	4.79
Category Average	2.77	4.22	6.22
Index Funds/ETFs	3 Y (%)	5 Y (%)	10 Y (%)
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - Growth A good way to invest in the next lot of emerging large-cap companies	18.56	13.29	N/A
UTI Nifty 50 Index Fund - Direct Plan - Growth Oldest index fund in India. Low tracking error.	16.83	14.12	N/A

As on 30-09-2022

Large Cap (Core)	2012 (%)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	YTD (%)
Canara Robeco Bluechip Equity Fund - Direct Plan - Growth Despite being large-cap, has managed to beat benchmark consistently	N/A	4.13	36.8	0.46	2.41	32.77	5.26	17.35	24.38	24.93	-1.98
Mirae Asset Large Cap Fund - Direct Plan - Growth Among the largest in its category; size not an issue for performance	N/A	8.05	54.01	4.73	8.49	39.57	1.08	14.09	14.78	27.6	-1.5
Flexi Cap (Core)	2012 (%)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	YTD (%)
Kotak Flexi Cap Fund - Direct Plan - Growth Large-size has pushed the fund towards large-caps, but remains adequately diversified	N/A	5.01	58.95	3.94	9.97	35.86	0.7	13.45	12.84	24.79	0.11
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Investments in international equities and timely deploying cash, helped	N/A	11.55	44.92	9.31	4.11	30.1	0.22	15.48	33.99	45.52	-8.38
UTI Flexi Cap Fund - Direct Plan - Growth Follows a growth-styled approach and managed conservatively. Stable long-term performance	N/A	6.69	47.29	1.2	1.2	30.69	4.91	12.54	31.62	32.64	-10.28
Mid Cap (Core)	2012 (%)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	YTD (%)
Axis Midcap Fund - Direct Plan - Growth Consistent performer and manages risks well. Takes active cash calls	N/A	2.98	78.67	1.96	-2.19	43.6	4.91	13.22	27.5	39.1	-1.51
DSP Midcap Fund - Direct Plan - Growth Despite a conservative portfolio, performance is good. Well-diversified.	N/A	1.1	70.87	7.38	11.03	41.03	-9.04	10.49	24.37	27.27	-2.78
Invesco India Mid Cap Fund - Direct Plan - Growth Small corpus bodes well for a midcap fund. Takes lesser risks	N/A	5.65	79.21	8.47	2.23	46.86	-3.51	4.92	25.87	42.45	-1.37
Kotak Emerging Equity Fund - Direct Plan - Growth Size is bit large for a mid-cap fund, but so far fund has managed well.	N/A	-6.01	87.46	9.71	11.36	44.98	-10.42	9.56	22.9	46.1	5.05
Small Cap (Satellite)	2012 (%)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	YTD (%)
Axis Small Cap Fund - Direct Plan - Growth Strong pedigreed. Did well in 2018 and 2019, despite tough markets.	N/A	1.6	85.97	10.4	5.04	39.82	-7.6	20.34	24.87	58.76	2.79
SBI Small Cap Fund - Direct Plan - Growth Good stock picking skills. Did well in rising and falling markets.	N/A	6.66	112.55	21.63	1.73	80.44	-18.69	7.4	35.03	45.69	8.78
ELSS (Core/Satellite)	2012 (%)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	YTD (%)
Canara Robeco Equity Tax Saver Fund - Direct Plan - Growth Despite a high churn, the scheme has done well across market cycles	N/A	4.05	45.93	0.94	-0.09	33.02	4.2	12.22	28.27	34.67	-1.57
Kotak Tax Saver Fund - Direct Plan - Growth Same manager for over seven years now. 3-year lock-in helps in stock picking	N/A	-5.92	57.49	2.6	8.39	35.65	-2.21	13.92	16.23	33.28	2.65
Focused (Satellite)	2012 (%)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	YTD (%)
Axis Focused 25 Fund - Direct Plan - Growth Invests in up to 25 stocks. Tilted towards large-caps last year	N/A	4.94	40.6	5.5	5.47	46.86	2.53	16.9	22.34	23.4	-11.73
SBI Focused Equity Fund - Direct Plan - Growth Invests across large, mid and small sized companies and up to 30 stocks	N/A	-8.19	58.8	4.51	1.98	45.98	-2.86	16.95	15.82	43.03	-7.5
Aggressive Hybrid (Core)	2012 (%)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	YTD (%)
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Atleast 65% in equities. Well-diversified, tilts towards large-caps	N/A	3.04	45.71	6.33	4.07	26.83	3.02	13.05	20.84	22.98	-0.75
DSP Equity & Bond Fund - Direct Plan - Growth Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.	N/A	-0.77	45.66	5.32	8.54	29.16	-3.62	15.32	17.9	24.19	-3.71
Short Term (Core)	2012 (%)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	YTD (%)
Axis Short Term Fund - Direct Plan - Growth Consistent performer. Actively-managed. Does not take credit risks	N/A	8.02	10.98	9.01	10.35	6.67	6.97	10.42	10.8	4.1	2.65
HDFC Short Term Debt Fund - Direct Plan - Growth Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.	N/A	8.42	10.53	8.82	9.42	6.68	7.04	9.86	11.26	4.34	2.2
ICICI Prudential Short Term Fund - Direct Fund - Growth Actively-managed. Small portion in perpetual bonds, though monitors risks closely	N/A	7.67	12.17	8.64	11.78	6.82	6.68	10.42	11.35	4.6	3.57
Corporate Bond (Core)	2012 (%)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	YTD (%)
HDFC Corporate Bond Fund - Direct Plan - Growth Largest fund in this category. Invests almost entirely in AAA-rated assets.	N/A	7.47	11.01	8.64	10.69	6.61	6.51	10.47	11.95	4.13	1.88
Sundaram Corporate Bond Fund - Direct Plan Growth Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified	N/A	-3.61	15.08	8.7	12.04	6.06	5.33	11.61	11.12	3.72	2.31
Banking and PSU Debt (Core)	2012 (%)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	YTD (%)
IDFC Banking & PSU Debt Fund - Direct Plan - Growth Fund manager’s track record in avoiding credit risks, inspires confidence	N/A	7.27	9.34	8.64	8.08	5.7	7.5	11.56	11.2	3.66	2.36
Kotak Banking and PSU Debt Fund - Direct Plan - Growth True to label, avoids private sector firms. Uses Government securities opportunistically.	N/A	9.77	9.65	8.76	10.31	6.54	7.02	11.25	10.82	4.25	2.31
Nippon India Banking & PSU Debt Fund - Direct Plan - Growth Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.	N/A	N/A	N/A	5.74	10.35	6.17	6.69	11.05	11.37	4.23	1.94
Index Funds/ETFs	2012 (%)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	YTD (%)
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan - Growth A good way to invest in the next lot of emerging large-cap companies	N/A	4.77	43.63	6.36	7.14	46.22	-8.2	1.9	14.63	27.13	0.99
UTI Nifty 50 Index Fund - Direct Plan - Growth Oldest index fund in India. Low tracking error.	N/A	5.54	32.07	-3.24	3.88	29.79	5.27	13.64	15.43	23.9	-0.54