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MC 30 Funds - Top Performing Mutual Funds Schemes

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Trailing
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Yearly

As on 04-10-2022

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	19.45	15.07	N/A
Mirae Asset Large Cap Fund - Direct Plan - Growth Among the largest in its category; size not an issue for performance	17.43	12.78	N/A
Category Average	16.45	11.75	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	16.09	11.74	N/A
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Investments in international equities and timely deploying cash, helped	25.18	17.53	N/A
UTI Flexi Cap Fund - Direct Plan - Growth Follows a growth-styled approach and managed conservatively. Stable long-term performance	21	15.09	N/A
Category Average	18.94	12.62	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	24.06	18.65	N/A
DSP Midcap Fund - Direct Plan - Growth Despite a conservative portfolio, performance is good. Well-diversified.	19.7	11.81	N/A
Invesco India Mid Cap Fund - Direct Plan - Growth Small corpus bodes well for a midcap fund. Takes lesser risks	25.86	16.2	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	16.81	N/A
Category Average	26.58	14.53	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.	30.19	21.3	N/A
SBI Small Cap Fund - Direct Plan - Growth Good stock picking skills. Did well in rising and falling markets.	32.61	19.21	N/A
Category Average	32.85	15.35	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	23.53	16.96	N/A
Kotak Tax Saver Fund - Direct Plan - Growth Same manager for over seven years now. 3-year lock-in helps in stock picking	21.27	14.25	N/A
Category Average	21.93	12.83	12.38
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	13.66	11.97	N/A
SBI Focused Equity Fund - Direct Plan - Growth Invests across large, mid and small sized companies and up to 30 stocks	19.58	15.37	N/A
Category Average	18.75	12.61	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	17.18	12.93	N/A
DSP Equity & Bond Fund - Direct Plan - Growth Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.	15.07	11.39	N/A
Category Average	16.46	11.17	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	3.49	4.63	6.66
HDFC Short Term Debt Fund - Direct Plan - Growth Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.	3.07	4.65	6.73
ICICI Prudential Short Term Fund - Direct Fund - Growth Actively-managed. Small portion in perpetual bonds, though monitors risks closely	4.44	5.51	7.36
Category Average	3.49	5.05	6.08
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	4.49	6.63
Sundaram Corporate Bond Fund - Direct Plan Growth Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified	3.08	4.27	6.49
Category Average	2.58	4.17	6.3
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	3.22	4.22	6.5
Kotak Banking and PSU Debt Fund - Direct Plan - Growth True to label, avoids private sector firms. Uses Government securities opportunistically.	3.13	4.68	6.62
Nippon India Banking & PSU Debt Fund - Direct Plan - Growth Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.	2.78	4.37	6.53
Category Average	2.84	4.18	6.19
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	16.93	9.12	N/A
UTI Nifty 50 Index Fund - Direct Plan - Growth Oldest index fund in India. Low tracking error.	16.64	12.82	N/A

As on 04-10-2022

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	16.55	N/A
Mirae Asset Large Cap Fund - Direct Plan - Growth Among the largest in its category; size not an issue for performance	17.22	14.79	N/A
Category Average	16.45	11.75	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	16.62	14.04	N/A
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Investments in international equities and timely deploying cash, helped	21.38	20	N/A
UTI Flexi Cap Fund - Direct Plan - Growth Follows a growth-styled approach and managed conservatively. Stable long-term performance	17.63	16.58	N/A
Category Average	18.94	12.62	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	22.98	20.79	N/A
DSP Midcap Fund - Direct Plan - Growth Despite a conservative portfolio, performance is good. Well-diversified.	16.82	14.9	N/A
Invesco India Mid Cap Fund - Direct Plan - Growth Small corpus bodes well for a midcap fund. Takes lesser risks	24.62	20.01	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.	30.01	22.87	N/A
Category Average	26.58	14.53	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.	32.38	26.71	N/A
SBI Small Cap Fund - Direct Plan - Growth Good stock picking skills. Did well in rising and falling markets.	35.31	26.06	N/A
Category Average	32.85	15.35	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	22.04	19.41	N/A
Kotak Tax Saver Fund - Direct Plan - Growth Same manager for over seven years now. 3-year lock-in helps in stock picking	21.89	17.98	N/A
Category Average	21.93	12.83	12.38
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	11.33	12.13	N/A
SBI Focused Equity Fund - Direct Plan - Growth Invests across large, mid and small sized companies and up to 30 stocks	19.06	16.84	N/A
Category Average	18.75	12.61	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	15.16	14.39	N/A
DSP Equity & Bond Fund - Direct Plan - Growth Ideal for first-time equity investors. Invests atleast 65% in equities. Well-diversified.	13.79	13.15	N/A
Category Average	16.46	11.17	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	3.87	4.07	5.11
HDFC Short Term Debt Fund - Direct Plan - Growth Despite investing 8-10% in AA-rated securities, fund has managed credit risks well.	3.5	3.89	5.08
ICICI Prudential Short Term Fund - Direct Fund - Growth Actively-managed. Small portion in perpetual bonds, though monitors risks closely	5.65	5.16	6.02
Category Average	3.49	5.05	6.08
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.	3.21	3.63	4.89
Sundaram Corporate Bond Fund - Direct Plan Growth Invests significantly in high-rated securities. Despite small-size, the fund is well-diversified	3.36	3.62	4.74
Category Average	2.58	4.17	6.3
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	3.48	3.65	4.76
Kotak Banking and PSU Debt Fund - Direct Plan - Growth True to label, avoids private sector firms. Uses Government securities opportunistically.	3.81	4.08	5.06
Nippon India Banking & PSU Debt Fund - Direct Plan - Growth Ideal for investment around 3 years. Avoids AT1 bonds. Well-diversified.	2.99	3.57	4.78
Category Average	2.84	4.18	6.19
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	17.9	13.15	N/A
UTI Nifty 50 Index Fund - Direct Plan - Growth Oldest index fund in India. Low tracking error.	17.12	14.46	N/A

As on 04-10-2022

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	-1.13
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	-0.84
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	1.1
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	-7.13
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	-9.59
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	-1.05
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	-2.45
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	-0.39
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	5.93
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	2.82
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	10.07
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	-0.63
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	3.48
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	-10.6
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	-6.42
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	-0.13
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	-3.05
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	2.75
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	2.29
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	3.67
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	1.91
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	2.42
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	2.47
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	2.39
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	2.01
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	0.97
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	0.51