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MC 30 Funds - Top Performing Mutual Funds Schemes

MC30 Top Mutual Funds
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SIP
Yearly

As on 27-03-2023

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	24.61	14.08	14.75
Mirae Asset Large Cap Fund - Direct Plan - Growth Among the largest in its category; size not an issue for performance	25.72	11.85	16.84
Category Average	24.33	10.45	13.33
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	25.7	11.25	16.81
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Investments in international equities and timely deploying cash, helped	33.87	17.73	N/A
UTI Flexi Cap Fund - Direct Plan - Growth Follows a growth-styled approach and managed conservatively. Stable long-term performance	23.41	11.71	14.54
Category Average	26.53	11.37	15.02
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	26.41	15.08	19.4
DSP Midcap Fund - Direct Plan - Growth Despite a conservative portfolio, performance is good. Well-diversified.	23.23	9.07	17.78
Invesco India Mid Cap Fund - Direct Plan - Growth Small corpus bodes well for a midcap fund. Takes lesser risks	30.57	14.11	20.04
Kotak Emerging Equity Fund - Direct Plan - Growth Size is bit large for a mid-cap fund, but so far fund has managed well.	36.81	14.63	21.33
Category Average	34.11	12.59	18.87
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.	37.37	18.8	N/A
SBI Small Cap Fund - Direct Plan - Growth Good stock picking skills. Did well in rising and falling markets.	39.21	15.21	25.92
Category Average	43.21	13.13	19.76
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	28.51	15.08	15.8
Kotak Tax Saver Fund - Direct Plan - Growth Same manager for over seven years now. 3-year lock-in helps in stock picking	30.22	13.98	16.28
Category Average	30.57	11.44	15.51
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	15.66	8.57	13.68
SBI Focused Equity Fund - Direct Plan - Growth Invests across large, mid and small sized companies and up to 30 stocks	23.06	11.77	16.13
Category Average	26.65	10.92	15.34
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	20.07	11.93	14.68
DSP Equity & Bond Fund - Direct Plan - Growth Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.	19.62	10.37	13.91
Category Average	22.78	10.28	13.84
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	4.97	5.03	6.25
HDFC Short Term Debt Fund - Direct Plan - Growth Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.	4.77	4.94	6.34
ICICI Prudential Short Term Fund - Direct Fund - Growth Actively-managed. Small portion in perpetual bonds, though monitors risks closely	6.42	5.7	7.02
Category Average	6.1	5.91	6.46
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.	4.19	4.67	6.13
Sundaram Corporate Bond Fund - Direct Plan Growth Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified	4.5	4.54	6
Category Average	4.11	4.46	5.87
Banking and PSU Debt (Core)	1 Y (%)	2 Y (%)	3 Y (%)
Bandhan Banking & PSU Debt Fund - Direct Plan - Growth Fund manager’s track record in avoiding credit risks, inspires confidence	4.59	4.52	5.96
Kotak Banking and PSU Debt Fund - Direct Plan - Growth True to label, avoids private sector firms. Uses Government securities opportunistically.	4.76	5.04	6.14
Nippon India Banking & PSU Debt Fund - Direct Plan - Growth Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.	4.29	4.7	6.08
Category Average	4.4	4.53	5.74
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	22.59	5.64	13.42
UTI Nifty 50 Index Fund - Direct Plan - Growth Oldest index fund in India. Low tracking error.	26.28	11.78	12.62

As on 27-03-2023

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	11.26	13.44	13.84
Mirae Asset Large Cap Fund - Direct Plan - Growth Among the largest in its category; size not an issue for performance	11.23	11.75	14
Category Average	24.33	10.45	13.33
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	12.2	11.83	13.82
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Investments in international equities and timely deploying cash, helped	16.83	18.67	N/A
UTI Flexi Cap Fund - Direct Plan - Growth Follows a growth-styled approach and managed conservatively. Stable long-term performance	5.9	10.15	12.3
Category Average	26.53	11.37	15.02
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	11.39	14.69	16.71
DSP Midcap Fund - Direct Plan - Growth Despite a conservative portfolio, performance is good. Well-diversified.	6.71	9.96	13.79
Invesco India Mid Cap Fund - Direct Plan - Growth Small corpus bodes well for a midcap fund. Takes lesser risks	14.9	15.84	16.91
Kotak Emerging Equity Fund - Direct Plan - Growth Size is bit large for a mid-cap fund, but so far fund has managed well.	20.25	19.09	18.96
Category Average	34.11	12.59	18.87
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.	21.64	22.01	N/A
SBI Small Cap Fund - Direct Plan - Growth Good stock picking skills. Did well in rising and falling markets.	22.06	21.02	22.44
Category Average	43.21	13.13	19.76
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	13.26	15.14	14.83
Kotak Tax Saver Fund - Direct Plan - Growth Same manager for over seven years now. 3-year lock-in helps in stock picking	16.5	15.65	15.26
Category Average	30.57	11.44	15.51
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	0.12	5.17	11.01
SBI Focused Equity Fund - Direct Plan - Growth Invests across large, mid and small sized companies and up to 30 stocks	9.98	11.92	14.37
Category Average	26.65	10.92	15.34
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	9.82	11.72	12.97
DSP Equity & Bond Fund - Direct Plan - Growth Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.	8.56	10.46	12.04
Category Average	22.78	10.28	13.84
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	6.26	5.17	5.23
HDFC Short Term Debt Fund - Direct Plan - Growth Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.	6.21	4.99	5.18
ICICI Prudential Short Term Fund - Direct Fund - Growth Actively-managed. Small portion in perpetual bonds, though monitors risks closely	7.27	6.02	6.02
Category Average	6.1	5.91	6.46
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.	5.86	4.63	4.86
Sundaram Corporate Bond Fund - Direct Plan Growth Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified	5.78	4.66	4.79
Category Average	4.11	4.46	5.87
Banking and PSU Debt (Core)	1 Y (%)	2 Y (%)	3 Y (%)
Bandhan Banking & PSU Debt Fund - Direct Plan - Growth Fund manager’s track record in avoiding credit risks, inspires confidence	5.9	4.74	4.81
Kotak Banking and PSU Debt Fund - Direct Plan - Growth True to label, avoids private sector firms. Uses Government securities opportunistically.	6.12	5.01	5.1
Nippon India Banking & PSU Debt Fund - Direct Plan - Growth Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.	5.88	4.7	4.87
Category Average	4.4	4.53	5.74
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	5.87	7.16	10.05
UTI Nifty 50 Index Fund - Direct Plan - Growth Oldest index fund in India. Low tracking error.	11.97	11.8	11.79

As on 27-03-2023

Large Cap (Core)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	2022 (%)	YTD (%)
Canara Robeco Bluechip Equity Fund - Direct Plan - Growth Despite being large-cap, has managed to beat benchmark consistently	4.13	36.8	0.46	2.41	32.77	5.26	17.35	24.38	24.93	2.29	-4.81
Mirae Asset Large Cap Fund - Direct Plan - Growth Among the largest in its category; size not an issue for performance	8.05	54.01	4.73	8.49	39.57	1.08	14.09	14.78	27.6	2.65	-5.96
Flexi Cap (Core)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	2022 (%)	YTD (%)
Kotak Flexi Cap Fund - Direct Plan - Growth Large-size has pushed the fund towards large-caps, but remains adequately diversified	5.01	58.95	3.94	9.97	35.86	0.7	13.45	12.84	24.79	5.98	-5.47
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Investments in international equities and timely deploying cash, helped	11.55	44.92	9.31	4.11	30.1	0.22	15.48	33.99	45.52	-6.29	2.75
UTI Flexi Cap Fund - Direct Plan - Growth Follows a growth-styled approach and managed conservatively. Stable long-term performance	6.69	47.29	1.2	1.2	30.69	4.91	12.54	31.62	32.64	-12.68	-6.67
Mid Cap (Core)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	2022 (%)	YTD (%)
Axis Midcap Fund - Direct Plan - Growth Consistent performer and manages risks well. Takes active cash calls	2.98	78.67	1.96	-2.19	43.6	4.91	13.22	27.5	39.1	-3.86	-5.29
DSP Midcap Fund - Direct Plan - Growth Despite a conservative portfolio, performance is good. Well-diversified.	1.1	70.87	7.38	11.03	41.03	-9.04	10.49	24.37	27.27	-3.97	-6.49
Invesco India Mid Cap Fund - Direct Plan - Growth Small corpus bodes well for a midcap fund. Takes lesser risks	5.65	79.21	8.47	2.23	46.86	-3.51	4.92	25.87	42.45	1.98	-6.99
Kotak Emerging Equity Fund - Direct Plan - Growth Size is bit large for a mid-cap fund, but so far fund has managed well.	-6.01	87.46	9.71	11.36	44.98	-10.42	9.56	22.9	46.1	6.44	-4.32
Small Cap (Satellite)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	2022 (%)	YTD (%)
Axis Small Cap Fund - Direct Plan - Growth Strong pedigreed. Did well in 2018 and 2019, despite tough markets.	1.6	85.97	10.4	5.04	39.82	-7.6	20.34	24.87	58.76	4.11	-5.44
SBI Small Cap Fund - Direct Plan - Growth Good stock picking skills. Did well in rising and falling markets.	6.66	112.55	21.63	1.73	80.44	-18.69	7.4	35.03	45.69	9.29	-6.24
ELSS (Core/Satellite)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	2022 (%)	YTD (%)
Canara Robeco Equity Tax Saver Fund - Direct Plan - Growth Despite a high churn, the scheme has done well across market cycles	4.05	45.93	0.94	-0.09	33.02	4.2	12.22	28.27	34.67	1.22	-5.63
Kotak Tax Saver Fund - Direct Plan - Growth Same manager for over seven years now. 3-year lock-in helps in stock picking	-5.92	57.49	2.6	8.39	35.65	-2.21	13.92	16.23	33.28	8.37	-4.85
Focused (Satellite)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	2022 (%)	YTD (%)
Axis Focused 25 Fund - Direct Plan - Growth Invests in up to 25 stocks. Tilted towards large-caps last year	4.94	40.6	5.5	5.47	46.86	2.53	16.9	22.34	23.4	-13.56	-9.16
SBI Focused Equity Fund - Direct Plan - Growth Invests across large, mid and small sized companies and up to 30 stocks	-8.19	58.8	4.51	1.98	45.98	-2.86	16.95	15.82	43.03	-7.56	-5.65
Aggressive Hybrid (Core)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	2022 (%)	YTD (%)
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth Atleast 65% in equities. Well-diversified, tilts towards large-caps	3.04	45.71	6.33	4.07	26.83	3.02	13.05	20.84	22.98	2.6	-3.96
DSP Equity & Bond Fund - Direct Plan - Growth Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.	-0.77	45.66	5.32	8.54	29.16	-3.62	15.32	17.9	24.19	-1.7	-3.62
Short Term (Core)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	2022 (%)	YTD (%)
Axis Short Term Fund - Direct Plan - Growth Consistent performer. Actively-managed. Does not take credit risks	8.02	10.98	9.01	10.35	6.67	6.97	10.42	10.8	4.1	4.39	1.62
HDFC Short Term Debt Fund - Direct Plan - Growth Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.	8.42	10.53	8.82	9.42	6.68	7.04	9.86	11.26	4.34	3.98	1.57
ICICI Prudential Short Term Fund - Direct Fund - Growth Actively-managed. Small portion in perpetual bonds, though monitors risks closely	7.67	12.17	8.64	11.78	6.82	6.68	10.42	11.35	4.6	5.44	1.66
Corporate Bond (Core)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	2022 (%)	YTD (%)
HDFC Corporate Bond Fund - Direct Plan - Growth Largest fund in this category. Invests almost entirely in AAA-rated assets.	7.47	11.01	8.64	10.69	6.61	6.51	10.47	11.95	4.13	3.56	1.41
Sundaram Corporate Bond Fund - Direct Plan Growth Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified	-3.61	15.08	8.7	12.04	6.06	5.33	11.61	11.12	3.72	3.92	1.55
Banking and PSU Debt (Core)	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	2022 (%)	YTD (%)
Bandhan Banking & PSU Debt Fund - Direct Plan - Growth Fund manager’s track record in avoiding credit risks, inspires confidence	7.27	9.34	8.64	8.08	5.7	7.5	11.56	11.2	3.66	3.93	1.58
Kotak Banking and PSU Debt Fund - Direct Plan - Growth True to label, avoids private sector firms. Uses Government securities opportunistically.	9.77	9.65	8.76	10.31	6.54	7.02	11.25	10.82	4.25	4.03	1.46
Nippon India Banking & PSU Debt Fund - Direct Plan - Growth Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.	N/A	N/A	5.74	10.35	6.17	6.69	11.05	11.37	4.23	3.65	1.54
Index Funds/ETFs	2013 (%)	2014 (%)	2015 (%)	2016 (%)	2017 (%)	2018 (%)	2019 (%)	2020 (%)	2021 (%)	2022 (%)	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	4.77	43.63	6.36	7.14	46.22	-8.2	1.9	14.63	27.13	0.51	-11.4
UTI Nifty 50 Index Fund - Direct Plan - Growth Oldest index fund in India. Low tracking error.	5.54	32.07	-3.24	3.88	29.79	5.27	13.64	15.43	23.9	5.44	-6.14