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Beyond Prashant Jain: How HDFC AMC has built its succession plan

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Prashant Bhai is retiring better than Donald Bradman: Nilesh Shah, CEO, Kotak Mahindra Mutual Fund
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Sebi fines PGIM AMC, its CEO, fund managers for inter-scheme transfers during credit crisis
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Axis MF front running case | Sacked fund manager Viresh Joshi sues MF house alleging wrongful termination
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Mutual funds queue up to launch NFOs as July 1 deadline looms
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Nifty Next50 index is a favourite hunting ground for active fund managers. Here’s why and their top preferred stocks picks
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As on 16-08-2022

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	21.7	15.34	N/A
Mirae Asset Large Cap Fund - Direct Plan - Growth Among the largest in its category; size not an issue for performance	18.65	13.47	N/A
Category Average	18.12	12.28	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	17.58	12.33	N/A
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Investments in international equities and timely deploying cash, helped	27.56	19.38	N/A
UTI Flexi Cap Fund - Direct Plan - Growth Follows a growth-styled approach and managed conservatively. Stable long-term performance	23.17	15.62	N/A
Category Average	20.5	13.1	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	26.8	19.49	N/A
DSP Midcap Fund - Direct Plan - Growth Despite a conservative portfolio, performance is good. Well-diversified.	21.59	12.5	N/A
Invesco India Mid Cap Fund - Direct Plan - Growth Small corpus bodes well for a midcap fund. Takes lesser risks	26.59	16.48	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.	29.94	17.12	N/A
Category Average	27.46	14.75	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.	32.29	21.38	N/A
SBI Small Cap Fund - Direct Plan - Growth Good stock picking skills. Did well in rising and falling markets.	33.04	20.45	N/A
Category Average	33.03	15.28	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	25.48	17.34	N/A
Kotak Tax Saver Fund - Direct Plan - Growth Same manager for over seven years now. 3-year lock-in helps in stock picking	21.79	14.37	N/A
Category Average	23.12	13.37	13.5
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	16.72	13.43	N/A
SBI Focused Equity Fund - Direct Plan - Growth Invests across large, mid and small sized companies and up to 30 stocks	20.95	16.16	N/A
Category Average	20.44	13.11	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	18.71	13.26	N/A
DSP Equity & Bond Fund - Direct Plan - Growth Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.	17.06	11.92	N/A
Category Average	17.5	11.54	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	3.79	4.71	6.84
HDFC Short Term Debt Fund - Direct Plan - Growth Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.	3.42	4.71	6.92
ICICI Prudential Short Term Fund - Direct Fund - Growth Actively-managed. Small portion in perpetual bonds, though monitors risks closely	4.4	5.24	7.34
Category Average	4.57	5.05	6.33
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	4.38	6.65
Sundaram Corporate Bond Fund - Direct Plan Growth Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified	2.87	4.18	6.7
Category Average	2.85	4.24	6.51
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	4.14	6.68
Kotak Banking and PSU Debt Fund - Direct Plan - Growth True to label, avoids private sector firms. Uses Government securities opportunistically.	3.65	4.47	6.67
Nippon India Banking & PSU Debt Fund - Direct Plan - Growth Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.	3.22	4.39	6.76
Category Average	3.2	4.15	6.41
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	18.48	9.5	N/A
UTI Nifty 50 Index Fund - Direct Plan - Growth Oldest index fund in India. Low tracking error.	18.31	13.58	N/A

As on 16-08-2022

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	20.63	18.06	N/A
Mirae Asset Large Cap Fund - Direct Plan - Growth Among the largest in its category; size not an issue for performance	20.61	16.33	N/A
Category Average	18.12	12.28	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	19.79	15.49	N/A
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Investments in international equities and timely deploying cash, helped	26.23	22.23	N/A
UTI Flexi Cap Fund - Direct Plan - Growth Follows a growth-styled approach and managed conservatively. Stable long-term performance	20.91	17.88	N/A
Category Average	20.5	13.1	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	25.96	21.98	N/A
DSP Midcap Fund - Direct Plan - Growth Despite a conservative portfolio, performance is good. Well-diversified.	19.08	15.59	N/A
Invesco India Mid Cap Fund - Direct Plan - Growth Small corpus bodes well for a midcap fund. Takes lesser risks	26.15	20.25	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.	32.35	23.4	N/A
Category Average	27.46	14.75	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.	33.89	26.88	N/A
SBI Small Cap Fund - Direct Plan - Growth Good stock picking skills. Did well in rising and falling markets.	35.13	25.16	N/A
Category Average	33.03	15.28	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	25.51	20.84	N/A
Kotak Tax Saver Fund - Direct Plan - Growth Same manager for over seven years now. 3-year lock-in helps in stock picking	24.24	18.77	N/A
Category Average	23.12	13.37	13.5
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	15.36	14.14	N/A
SBI Focused Equity Fund - Direct Plan - Growth Invests across large, mid and small sized companies and up to 30 stocks	20.76	17.48	N/A
Category Average	20.44	13.11	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	17.87	15.6	N/A
DSP Equity & Bond Fund - Direct Plan - Growth Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.	16.37	14.28	N/A
Category Average	17.5	11.54	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	3.83	4.2	5.42
HDFC Short Term Debt Fund - Direct Plan - Growth Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.	3.36	4.01	5.4
ICICI Prudential Short Term Fund - Direct Fund - Growth Actively-managed. Small portion in perpetual bonds, though monitors risks closely	4.64	4.79	6.01
Category Average	4.57	5.05	6.33
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.	2.7	3.59	5.12
Sundaram Corporate Bond Fund - Direct Plan Growth Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified	2.93	3.58	4.98
Category Average	2.85	4.24	6.51
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	3.02	3.58	4.98
Kotak Banking and PSU Debt Fund - Direct Plan - Growth True to label, avoids private sector firms. Uses Government securities opportunistically.	3.14	3.9	5.19
Nippon India Banking & PSU Debt Fund - Direct Plan - Growth Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.	2.98	3.75	5.15
Category Average	3.2	4.15	6.41
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	20.57	14.17	N/A
UTI Nifty 50 Index Fund - Direct Plan - Growth Oldest index fund in India. Low tracking error.	21.24	16.41	N/A

As on 16-08-2022

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	0.72
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	1.29
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	3.19
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	-3.84
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	-8.4
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	-0.47
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	-2.15
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	-1.75
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	5.34
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	0.92
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	5.21
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	0.87
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	3.8
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	-7.58
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	-6.89
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	1.22
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	-1.7
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	2.18
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	1.73
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	2.52
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	1.22
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	1.77
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	1.79
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	1.55
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	1.55
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	2.24
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	3.67