MC30 Funds

Focuses on companies with a competitive advantage that provides stability and protects against downsides

New entrant in the MC30. A large-cap fund with growth at a reasonable price as its strategy

A growth-oriented investment approach hindered its performance in 2022. But it still remains a good pick

A consistent performer, it manages a less macro-dependent portfolio, one that may be less responsive to short-term gyrations

It invests in companies that are in unique businesses not commonly found in other portfolios

Manages a mid and smallcap heavy portfolio with a buy and hold approach

New entrant in the MC30; the scheme’s strategy largely remains the same, with minor tweaks under new fund manager Roshi Jain

Follows a top-down approach. Steady fund management inspires confidence and ensures continuity

A consistent top quartile fund across periods. It invests in international stocks as well

A concentrated portfolio makes the fund suitable for high-risk, high-return seeking investors. Follows a multi-cap approach

Has a flexi-cap approach but prefers to hold more large-cap stocks. Despite a focused portfolio, doesn’t have much churn

It is the largest small-cap scheme, with the most stock holdings. And yet, it scores high on liquidity

The scheme’s high-growth-portfolio strategy makes it a preferred choice during downturns

Follows a buy-and-hold strategy. Promoter integrity in its underlying companies is important for fund managers

Its looks for companies with a better corporate governance and efficient capital allocation structure

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

Follows a counter-cyclical approach in selecting sectors. Stock-picking follows a contrarian style of investing

Consistent performer. Manages a conservative portfolio and doesn’t take credit risk

Has done well across interest-rate cycles. Maintains a portfolio duration of 1-3 years

Largest scheme in its category. Invests in government securities opportunistically. Invests a small portion in sub-AAA rated instruments

Prudent risk-control strategy helped the scheme navigate the debt fund crisis successfully

The scheme’s performance is comparatively subdued and it has a lower rating, but that’s because it takes fewer risks. Consistently invests in AAA-rated securities

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

Invests at least 80% in bonds issued by banks, government-owned firms and municipalities. Avoids bonds issued by private-sector firms

With close to 90 securities (Rs 5,362 crore corpus), it is a fairly diversified scheme

A good way to pick the next winners in the large-cap category

Investing in US stocks is a good way to start investing internationally

One of the best ways to have gold in your portfolio. An allocation of 5-10% of your portfolio is crucial

India’s oldest ETF, also among the most liquid. Should be an investor’s first choice while going passive

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

Focuses on companies with a competitive advantage that provides stability and protects against downsides

New entrant in the MC30. A large-cap fund with growth at a reasonable price as its strategy

A growth-oriented investment approach hindered its performance in 2022. But it still remains a good pick

A consistent performer, it manages a less macro-dependent portfolio, one that may be less responsive to short-term gyrations

It invests in companies that are in unique businesses not commonly found in other portfolios

Manages a mid and smallcap heavy portfolio with a buy and hold approach

New entrant in the MC30; the scheme’s strategy largely remains the same, with minor tweaks under new fund manager Roshi Jain

Follows a top-down approach. Steady fund management inspires confidence and ensures continuity

A consistent top quartile fund across periods. It invests in international stocks as well

A concentrated portfolio makes the fund suitable for high-risk, high-return seeking investors. Follows a multi-cap approach

Has a flexi-cap approach but prefers to hold more large-cap stocks. Despite a focused portfolio, doesn’t have much churn

It is the largest small-cap scheme, with the most stock holdings. And yet, it scores high on liquidity

The scheme’s high-growth-portfolio strategy makes it a preferred choice during downturns

Follows a buy-and-hold strategy. Promoter integrity in its underlying companies is important for fund managers

Its looks for companies with a better corporate governance and efficient capital allocation structure

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

Follows a counter-cyclical approach in selecting sectors. Stock-picking follows a contrarian style of investing

Consistent performer. Manages a conservative portfolio and doesn’t take credit risk

Has done well across interest-rate cycles. Maintains a portfolio duration of 1-3 years

Largest scheme in its category. Invests in government securities opportunistically. Invests a small portion in sub-AAA rated instruments

Prudent risk-control strategy helped the scheme navigate the debt fund crisis successfully

The scheme’s performance is comparatively subdued and it has a lower rating, but that’s because it takes fewer risks. Consistently invests in AAA-rated securities

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

Invests at least 80% in bonds issued by banks, government-owned firms and municipalities. Avoids bonds issued by private-sector firms

With close to 90 securities (Rs 5,362 crore corpus), it is a fairly diversified scheme

A good way to pick the next winners in the large-cap category

Investing in US stocks is a good way to start investing internationally

One of the best ways to have gold in your portfolio. An allocation of 5-10% of your portfolio is crucial

India’s oldest ETF, also among the most liquid. Should be an investor’s first choice while going passive

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