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MC 30 Funds - Top Performing Mutual Funds Schemes

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Yearly

As on 29-11-2022

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	18.79	15.57	N/A
Mirae Asset Large Cap Fund - Direct Plan - Growth Among the largest in its category; size not an issue for performance	16.38	12.89	N/A
Category Average	16.08	12.1	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	15.32	12.02	N/A
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Investments in international equities and timely deploying cash, helped	23.71	17.33	N/A
UTI Flexi Cap Fund - Direct Plan - Growth Follows a growth-styled approach and managed conservatively. Stable long-term performance	17.96	14.36	N/A
Category Average	18.17	12.59	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	21.27	16.88	N/A
DSP Midcap Fund - Direct Plan - Growth Despite a conservative portfolio, performance is good. Well-diversified.	17.15	10.55	N/A
Invesco India Mid Cap Fund - Direct Plan - Growth Small corpus bodes well for a midcap fund. Takes lesser risks	24.07	14.59	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.	25.71	15.04	N/A
Category Average	24.36	13.08	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.	28.95	19.64	N/A
SBI Small Cap Fund - Direct Plan - Growth Good stock picking skills. Did well in rising and falling markets.	30.36	15.72	N/A
Category Average	31.7	14.09	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	22.8	16.77	N/A
Kotak Tax Saver Fund - Direct Plan - Growth Same manager for over seven years now. 3-year lock-in helps in stock picking	20.23	14.2	N/A
Category Average	20.75	12.26	13.02
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	11.49	11.12	N/A
SBI Focused Equity Fund - Direct Plan - Growth Invests across large, mid and small sized companies and up to 30 stocks	16.47	13.37	N/A
Category Average	17.94	12.02	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	16.62	13.12	N/A
DSP Equity & Bond Fund - Direct Plan - Growth Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.	14.28	10.88	N/A
Category Average	16.04	11.1	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	4.13	4.25	6.37
HDFC Short Term Debt Fund - Direct Plan - Growth Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.	3.64	4.18	6.44
ICICI Prudential Short Term Fund - Direct Fund - Growth Actively-managed. Small portion in perpetual bonds, though monitors risks closely	5.12	5.07	7.13
Category Average	4.48	4.85	6.12
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.	3.25	3.94	6.44
Sundaram Corporate Bond Fund - Direct Plan Growth Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified	3.46	3.66	6.01
Category Average	3.24	3.69	6
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	3.58	3.65	6.07
Kotak Banking and PSU Debt Fund - Direct Plan - Growth True to label, avoids private sector firms. Uses Government securities opportunistically.	3.97	4.19	6.31
Nippon India Banking & PSU Debt Fund - Direct Plan - Growth Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.	3.34	3.85	6.23
Category Average	3.42	3.74	5.87
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	15.01	7.91	N/A
UTI Nifty 50 Index Fund - Direct Plan - Growth Oldest index fund in India. Low tracking error.	16.58	13.53	N/A

As on 29-11-2022

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	19.97	18.11	N/A
Mirae Asset Large Cap Fund - Direct Plan - Growth Among the largest in its category; size not an issue for performance	20.67	16.72	N/A
Category Average	16.08	12.1	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	19.66	15.75	N/A
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Investments in international equities and timely deploying cash, helped	21.81	20.48	N/A
UTI Flexi Cap Fund - Direct Plan - Growth Follows a growth-styled approach and managed conservatively. Stable long-term performance	16.37	15.9	N/A
Category Average	18.17	12.59	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	20.86	19.62	N/A
DSP Midcap Fund - Direct Plan - Growth Despite a conservative portfolio, performance is good. Well-diversified.	15.75	14.51	N/A
Invesco India Mid Cap Fund - Direct Plan - Growth Small corpus bodes well for a midcap fund. Takes lesser risks	24.88	20.48	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.	28.71	22.6	N/A
Category Average	24.36	13.08	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.	31.6	26.54	N/A
SBI Small Cap Fund - Direct Plan - Growth Good stock picking skills. Did well in rising and falling markets.	33.42	25.48	N/A
Category Average	31.7	14.09	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	23.5	20.31	N/A
Kotak Tax Saver Fund - Direct Plan - Growth Same manager for over seven years now. 3-year lock-in helps in stock picking	24.47	19.55	N/A
Category Average	20.75	12.26	13.02
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	10.67	11.51	N/A
SBI Focused Equity Fund - Direct Plan - Growth Invests across large, mid and small sized companies and up to 30 stocks	18.18	16.33	N/A
Category Average	17.94	12.02	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	17.04	15.52	N/A
DSP Equity & Bond Fund - Direct Plan - Growth Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.	14.73	13.7	N/A
Category Average	16.04	11.1	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	4.87	4.49	5.18
HDFC Short Term Debt Fund - Direct Plan - Growth Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.	4.61	4.3	5.15
ICICI Prudential Short Term Fund - Direct Fund - Growth Actively-managed. Small portion in perpetual bonds, though monitors risks closely	6.59	5.57	6.13
Category Average	4.48	4.85	6.12
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.	4.45	4.09	4.99
Sundaram Corporate Bond Fund - Direct Plan Growth Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified	4.05	3.84	4.68
Category Average	3.24	3.69	6
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	4.13	3.88	4.69
Kotak Banking and PSU Debt Fund - Direct Plan - Growth True to label, avoids private sector firms. Uses Government securities opportunistically.	5.04	4.56	5.21
Nippon India Banking & PSU Debt Fund - Direct Plan - Growth Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.	4.16	4	4.86
Category Average	3.42	3.74	5.87
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	18.45	13.59	N/A
UTI Nifty 50 Index Fund - Direct Plan - Growth Oldest index fund in India. Low tracking error.	21.61	16.92	N/A

As on 29-11-2022

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	4.74
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	5.58
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	6.92
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	-4.01
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	-9.42
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	-1.66
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	-2.08
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	2.52
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	7.02
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	4.72
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	10.33
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	3.78
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	9.34
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	-10.54
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	-6.07
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	4.43
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	-0.32
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	3.88
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	3.43
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	4.97
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	3.09
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	3.3
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	3.35
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	3.63
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	3.12
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	2.83
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	8.45