MC30 Best Funds to Invest in

Summary

Fund Comments

EQUITY
LARGE CAP (CORE)

Canara Robeco Bluechip Equity Fund - Regular A rare scheme that outperformed its benchmark index. Focuses on companies with
Plan - Growth competitive advantage

Mirae Asset Large Cap Fund - Regular - Growth One of the best performers in large-cap space. And among the largest

FLEXI CAP (CORE)

Fund manager Ajay Tyagi ignore valuations, if quality of business is good and balance
UTI Flexi Cap Fund - Growth
sheets are strong

A fall in US markets and lack of international investment options badly affected in 2022.
Parag Parikh Flexi Cap Fund - Growth
Still, prospects are good

The largest flexi-cap fund still packs a punch. Steady fund management adds confidence
Kotak Flexi Cap Fund - Growth
and continuity

MID CAP (CORE)

Kotak Emerging Equity Fund - Growth Despite big size, the fund is a good mid-cap pick. Reasonably diversified portfolio

SBI Magnum Midcap Fund - Regular Plan - Growth Manages a mid and smallcap heavy portfolio with buy and hold approach

Fund houses has shed its sordid past and reoriented itself with strong leadership and
PGIM India Midcap Opportunities Fund - Growth
good fund management. A worthy mid-cap pick

Edelweiss Mid Cap Fund - Regular Plan - Growth Follows a blend of growth and value style of stock-picking

SMALL CAP (SATELLITE)

A large corpus hasn’t deterred the scheme’s performance in rising as well as falling
SBI Small Cap Fund - Regular Plan - Growth
markets

Holds over 170 stocks and is the largest small-cap scheme. Invest smaller sums in this
Nippon India Small Cap Fund - Growth
fund

ELSS (CORE/SATELLITE)

The portfolio tilts towards large-cap stocks, but invests up to 45% in mid- and small- cap
Kotak Tax Saver Fund - Growth
stocks too

Canara Robeco Equity Tax Saver Fund - Regular Follow a buy-and-hold strategy. Promoter’s integrity in underlying company is
Plan - Growth important for fund managers

FOCUSED (SATELLITE)
 A flexi-cap approach but prefers to hold more large-cap stocks. Despite a focused
Sundaram Focused Fund - Growth
portfolio, doesn’t churn much

A concentrated portfolio makes the fund suitable for high-risk, high-return seeking
SBI Focused Equity Fund - Regular Plan - Growth
investors. Predominantly invests in mid and small-cap stocks

HYBRID
AGGRESSIVE HYBRID (CORE)

DSP Equity & Bond Fund - Regular Plan - Growth Follows a growth style and diversifies across 60-65 stocks to keep risks low

Canara Robeco Equity Hybrid Fund - Regular

Low volatility and better risk-adjusted returns make this fund a good pick
Plan - Growth

DEBT
SHORT TERM (CORE)

Invests in government securities opportunistically. Invests a small portion in sub-AAA

ICICI Prudential Short Term Fund - Growth
rated instruments. Largest scheme in its category

Has done well across interest rate cycles. Maintains portfolio duration between 1-3
HDFC Short Term Debt Fund - Growth
years

Axis Short Term Fund - Growth Consistent performer. Fund management stability. Nil exposure to AT1 bonds

CORPORATE BOND (CORE)

Performance looks bit subdued comparatively and a lower rating, but that’s because the
Sundaram Corporate Bond Fund - Growth
scheme takes lower risks. Consistently invests in AAA-rated securities

HDFC Corporate Bond Fund - Growth Prudent risk control strategy helped HCBF navigate the debt fund crisis, successfully

BANKING AND PSU DEBT (CORE)

Bandhan Banking & PSU Debt Fund - Regular

Has consistently held a high-quality portfolio. Strictly avoids credit risks and AT1 bonds
Plan - Growth

Invests at least 80 % in bonds issued by banks, government-owned firms and

Kotak Banking and PSU Debt Fund - Growth
municipalities. Avoids bonds issued by private-sector firms

Nippon India Banking & PSU Debt Fund - Regular

With close to 89 securities in the fund (Rs 4,000 crore corpus), it’s fairly diversified
Plan - Growth

OTHERS
INDEX FUNDS/ETFS

India’s oldest ETF is also among the most liquid. Should be an investor’s first choice
Nippon India ETF Nifty 50 BeES
when going passive

One of the best ways to have gold in your portfolio. An allocation of 5-7% of your
Nippon India ETF Gold BeES
portfolio is crucial

Motilal Oswal Nasdaq 100 ETF (MOSt Shares Keeping the 2022 rout of US tech stocks aside, investing in US stocks is a good way to
NASDAQ 100) start investing internationally

ICICI Prudential Nifty Next 50 Index Fund - Growth A good way to pick the next winners in the large-cap category

Launched in 2000, this was India’s first Nifty-based index fund. Low tracking error
UTI Nifty 50 Index Fund - Growth
makes it a winner
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