These equity diversified schemes are chart toppers in 2022

Actively managed equity diversified schemes ended 2022 as a mixed bag as one-fourth of them delivered negative returns. Equity schemes with higher allocation to large and midcap stocks delivered better returns than those that also had sizeable allocation to small-cap stocks. Large-cap and midcap stock universes gained momentum and rallied, while small-cap counterparts failed to enthuse market participants. For instance, the Nifty 50-TRI gained 7.5 percent and the Nifty Midcap 100-TRI clocked 6.8 percent year-to-date on December 19. But the Nifty Smallcap 100-TRI lost about 10 percent. Equity mutual funds too followed suit. Here are the top active equity schemes that delivered the highest returns YTD as on December 20 among the equity diversified categories. Only market capitalisation-based equity categories – large-cap, large and mid-cap, mid-cap, flexi-cap, multi-cap and small-cap categories – have been considered for the study. Note: past performance is not indicative of future results. Source: ACEMF.

HDFC Flexi Cap Fund
YTD Return: 19.8%
5-year return (CAGR): 12.1%
Category: Flexi Cap Fund
Launch Date: 01-01-1995
Fund manager: Roshi Jain

Quant Mid Cap Fund
YTD Return: 19.2%
5-year return (CAGR): 19.4%
Category: Mid Cap Fund
Launch Date: 26-02-2001
Fund managers: Ankit Pande, Vasav Sahgal and Sanjeev Sharma

Nippon India Multi Cap Fund
YTD Return: 16.2%
5-year return (CAGR): 11.4%
Category: Multi Cap Fund
Launch Date: 28-03-2005
Fund managers: Sailesh Raj Bhan, Ashutosh Bhargava and Kinjal Desai

Quant Large & Mid Cap Fund
YTD Return: 15%
5-year return (CAGR): 13.6%
Category: Large & Mid Cap
Launch Date: 11-12-2006
Fund managers: Ankit Pande, Vasav Sahgal and Sanjeev Sharma

HDFC Mid-Cap Opportunities Fund
YTD Return: 14%
5-year return (CAGR): 11.5%
Category: Mid Cap Fund
Launch Date: 25-06-2007
Fund manager: Chirag Setalvad

Motilal Oswal Midcap Fund
YTD Return: 13.9%
5-year return (CAGR): 12.9%
Category: Mid Cap Fund
Launch Date: 24-02-2014
Fund managers: Niket Shah and Rakesh Shetty

Tata Large & Mid Cap Fund
YTD Return: 13.4%
5-year return (CAGR): 12.6%
Category: Large & Mid Cap
Launch Date: 25-02-1993
Fund managers: Chandraprakash Padiyar and Meeta Shetty

Nippon India Large Cap Fund
YTD Return: 13.1%
5-year return (CAGR): 10.8%
Category: Large Cap Fund
Launch Date: 08-08-2007
Fund managers: Sailesh Raj Bhan and Ashutosh Bhargava

Quant Active Fund
YTD Return: 13.1%
5-year return (CAGR): 20.3%
Category: Multi Cap Fund
Launch Date: 20-03-2001
Fund managers: Ankit Pande, Vasav Sahgal and Sanjeev Sharma

Quant Flexi Cap Fund
YTD Return: 13%
5-year return (CAGR): 17.7%
Category: Flexi Cap Fund
Launch Date: 23-09-2008
Fund managers: Ankit Pande, Sandeep Tandon and Sanjeev Sharma

ICICI Pru Large & Mid Cap Fund
YTD Return: 13%
5-year return (CAGR): 12.1%
Category: Large & Mid Cap
Launch Date: 09-07-1998
Fund manager: Ihab Dalwai

HDFC Top 100 Fund
YTD Return: 12.1%
5-year return (CAGR): 10.4%
Category: Large Cap Fund
Launch Date: 03-09-1996
Fund manager: Rahul Baijal