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    Best Performing Mutual Funds: Fund Name Category 5 Yr Ret

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    tabish_altaf
    The document lists the top 10 best performing mutual funds in India over the past 5 years based on returns, along with details on the top 5 funds. UTI Transportation & Logistics Fund was ranked #1 with a 5-year return of 30.8%. Details provided on the top 5 funds include their investment style, top holdings, and asset allocation. The top holdings of each fund tended to be large cap stocks across sectors like transportation/logistics, pharma, FMCG, and MNC companies. Asset allocations were heavily weighted towards stocks at over 90% for each of the top 5 funds.

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    Best Performing Mutual Funds: Fund Name Category 5 Yr Ret

    Uploaded by

    tabish_altaf
    15 views6 pages
    The document lists the top 10 best performing mutual funds in India over the past 5 years based on returns, along with details on the top 5 funds. UTI Transportation & Logistics Fund was ranked #1 with a 5-year return of 30.8%. Details provided on the top 5 funds include their investment style, top holdings, and asset allocation. The top holdings of each fund tended to be large cap stocks across sectors like transportation/logistics, pharma, FMCG, and MNC companies. Asset allocations were heavily weighted towards stocks at over 90% for each of the top 5 funds.

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    Mutual funds in India

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    mutual fund in India

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    The document lists the top 10 best performing mutual funds in India over the past 5 years based on returns, along with details on the top 5 funds. UTI Transportation & Logistics Fund was ranked #1 with a 5-year return of 30.8%. Details provided on the top 5 funds include their investment style, top holdings, and asset allocation. The top holdings of each fund tended to be large cap stocks across sectors like transportation/logistics, pharma, FMCG, and MNC companies. Asset allocations were heavily weighted towards stocks at over 90% for each of the top 5 funds.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    15 views6 pages

    Best Performing Mutual Funds: Fund Name Category 5 Yr Ret

    Uploaded by

    tabish_altaf
    The document lists the top 10 best performing mutual funds in India over the past 5 years based on returns, along with details on the top 5 funds. UTI Transportation & Logistics Fund was ranked #1 with a 5-year return of 30.8%. Details provided on the top 5 funds include their investment style, top holdings, and asset allocation. The top holdings of each fund tended to be large cap stocks across sectors like transportation/logistics, pharma, FMCG, and MNC companies. Asset allocations were heavily weighted towards stocks at over 90% for each of the top 5 funds.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
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    Download as pptx, pdf, or txt
    of 6

    Best performing mutual funds

    Fund Name

    Category

    5 Yr
    Ret

    1.

    UTI Transportation & Logistics


    Fund

    Others

    30.8

    2.

    SBI Pharma Fund

    Pharma &
    Healthcare

    29.5

    3.

    Birla Sun Life MNC Fund

    Small & Mid cap

    28.1

    4.

    ICICI Prudential FMCG

    FMCG

    26.4

    5.

    UTI MNC Fund

    Diversified Equity

    26.3

    6.

    Canara Robeco Emerging


    Equities

    Small & Mid cap

    26.2

    7.

    Religare Invesco Mid N Small


    Cap Fund

    Small & Mid cap

    26.0

    8.

    DSP BlackRock Micro Cap Fund

    Technology

    25.8

    9.

    ICICI Prudential Technology Fund

    Small & Mid cap

    25.3

    10.

    Franklin India Smaller


    Companies Fund

    Small & Mid cap

    25.2

    Closer look at top 5 funds


    1. UTI Transport & Logistics
    Investment style- Large
    Growth
    Top Holdings
    Stock

    Weight (%)

    Maruti Suzuki

    7.29

    Hero
    Motocorp

    6.4

    Tata Motors

    5.11

    Bosch

    4.51

    Eicher Motors 4.27

    Asset
    Allocation
    8.11

    91.89

    Cash
    Stocks
    Bond
    Other

    2. SBI Pharma Fund


    Investment style- Large
    Growth
    Top Holdings

    Asset
    Allocation
    1.48

    98.52

    Stock

    Weight
    (%)

    Sun Pharma

    23.24

    Lupin

    12.54

    Aurobindo
    Pharma

    9.83

    Dr Reddys

    8.77

    Ranbaxy labs

    7.64

    Cash
    Stocks
    Bond
    Other

    3. Birla Sun Life MNC Fund


    Investment style- Mid
    Growth
    Top Holdings

    Asset
    Allocation
    1.59

    98.39

    Stock

    Weight
    (%)

    Bayer
    Cropscience

    9.08

    ING Vysya
    Bank

    8.96

    ICRA Ltd

    7.76

    Honeywell
    Automation

    7.40

    GSK
    5.98
    Pharmaceutical
    s

    Cash
    Stocks
    Bond
    Other

    4. ICICI Prudential FMCG


    Investment style- Large
    Growth
    Top Holdings

    Asset
    Allocation
    5.17

    94.83

    Stock

    Weight
    (%)

    ITC Ltd.

    37.26

    Eveready
    Industries Ltd

    5.71

    Colgate
    Palmolive
    (India) Ltd.

    4.89

    Britannia
    Industries Ltd.

    4.76

    Bata India Ltd.

    4.28

    Cash
    Stocks
    Bond
    Other

    5. UTI MNC Fund


    Investment style- Large
    Growth
    Top Holdings
    Stock

    Weight
    (%)

    Maruti Suzuki
    India Ltd.

    7.97

    Bosch Ltd.

    7.31

    Eicher Motors
    Ltd.

    6.95

    Hindustan
    Unilever Ltd.

    4.77

    Cummins India
    Ltd.

    4.48

    Asset
    Allocation
    5.47

    94.51

    Cash
    Stocks
    Bond
    Other

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