Seeking money multipliers? Invest in the top-performing large and mid-cap equity mutual funds that put your hard-earned money in the exponential money-making power of equities. These funds with glorious highs, albeit some lows in between, are considered the best bet for wealth creation.
Let’s get to the stats too. Many of these top-performing equity mutual funds have delivered a return of over 20% over the last three years, pocketing investors the handsome money they seek before investing.
Let’s check out the returns and portfolio of these champion funds.
Top-performing Large-cap Equity Mutual Funds
Large-cap equity mutual funds invest in the top 100 stocks according to market capitalisation. Here are some champion large-cap funds that have cheered investors.
| Large-cap Mutual Funds | 3-year Return |
| Baroda BNP Paribas Large Cap Fund | 20% |
| Nippon India Large Cap Fund | 24.18% |
| HDFC Top 100 Fund | 22.05% |
| ICICI Prudential Bluechip Fund | 21.31% |
Baroda BNP Paribas Large Cap Fund – An Equity Mutual Fund to Invest in
The fund’s portfolio comprises 96.25% of equities and the rest in debt instruments and cash.
Around 68% of the money collected through this fund lies in giant large-cap stocks, followed by around 24% in other large-cap stocks.
Number of Stocks Invested in Till Now – 54
The top 10 stocks account for 41.15% of this equity mutual fund portfolio.
The top 5 stocks comprise 27.18% of the fund’s investment portfolio.
45.86% of BNP Paribas Large Cap Fund’s investments are in the top three sectors of the Indian economy.
Top Holdings of Baroda BNP Paribas Large Cap Mutual Fund
| Companies | Sector |
| ICICI Bank | Banking |
| Reliance Ind | Energy & Utilities |
| HDFC Bank | Banking |
| Larsen & Toubro | Industrials |
| Tata Consultancy Services | Technology |
| ITC | Consumer Staples |
| Infosys | Technology |
| Hitachi Energy | Industrials |
| Trent | Consumer Discretionary |
| Bharti Airtel | Telecom |
Nippon India Large Cap Fund – One of the Best Performing Mutual Funds
This large-cap equity mutual fund has invested a whopping 99.03% of its collected sum in equities. The remaining 0.97% lies in debt instruments and cash.
70.16% of the fund’s money is in giant large-cap stocks, followed by 18.50% in other stocks of this category.
Number of Stocks Invested in Till Now – 64
The top 10 stocks comprise 48.80% of this equity mutual fund portfolio.
The top 5 stocks account for 31.01% of the portfolio.
The top three sectors of the economy hold 52.10% of Nippon India Large Cap Fund’s portfolio.
Top Holdings of Nippon India Large Cap Mutual Fund
| Companies | Sector |
| HDFC Bank | Banking |
| Reliance Ind | Energy & Utilities |
| ITC | Consumer Staples |
| ICICI Bank | Banking |
| Infosys | Technology |
| State Bank of India (SBI) | Banking |
| Axis Bank | Banking |
| Larsen & Toubro | Industrials |
| Tata Power | Energy & Utilities |
| Bajaj Finance | Financial Services |
HDFC Top 100 Fund
The fund has invested 99.42% of its Assets Under Management (AUM) in equities with the remaining 0.58% in cash.
85.22% of the fund’s money is held in giant large-cap stocks and 14.78% in other stocks of the category.
Number of Stocks Invested in So Far – 48
58.02% of the fund’s money lies in the top 10 stocks according to market capitalisation.
36.10% of this equity mutual fund portfolio lies in the top 5 stocks.
The top three sectors of the economy account for 53.94% of the fund’s money.
Top Holdings of HDFC Top 100 Mutual Fund
| Companies | Sector |
| ICICI Bank | Banking |
| HDFC Bank | Banking |
| NTPC | Energy & Utilities |
| Larsen & Toubro | Industrials |
| Reliance Ind | Energy & Utilities |
| Infosys | Technology |
| Bharti Airtel | Telecom |
| ITC | Consumer Staples |
| Coal India | Materials |
| Axis Bank | Banking |
ICICI Prudential Bluechip Fund – One of the Most-sought After Mutual Funds
This ICICI Prudential equity mutual fund invests 91.92% of its portfolio in equities. The remaining 8.08% lies in cash and debt instruments.
78.25% of the fund’s portfolio lies in giant large-cap stocks, while 17.43% is spread across other stocks of this category.
Number of Stocks Invested in So Far – 64
The top 10 stocks comprise 50.64% of the investment portfolio.
The top 5 stocks account for 31.20% of the portfolio.
The fund’s exposure to the top three sectors of the economy stands at 43.12%.
Top Holdings of ICICI Prudential Bluechip Mutual Fund
| Companies | Sector |
| ICiCI Bank | Banking |
| Reliance Ind | Energy & Utilities |
| Larsen & Toubro | Industrials |
| HDFC Bank | Banking |
| Infosys | Technology |
| Maruti Suzuki | Automobile |
| Axis Bank | Banking |
| Ultratech Cement | Materials |
| Bharti Airtel | Telecom |
| Sun Pharmaceutical | Healthcare |
Top-performing Mid-cap Equity Mutual Funds
Mid-cap mutual funds put your money in the top 101-250 stocks according to market capitalisation. Take a look at the star mid-cap Equity mutual fund performers.
| Mid-cap Mutual Funds | 3-year Return |
| HDFC Mid-cap Opportunities Fund | 31.12% |
| Motilal Oswal Midcap Fund | 38.92% |
| Edelweiss Midcap Fund | 28.78% |
| Mahindra Manulife Midcap Fund | 29.89% |
HDFC Mid-cap Opportunities Fund
This champion fund from HDFC Mutual Fund has invested 92% of its AUM in equity with the rest 8% in cash reserves.
58.72% of the investment portfolio lies in mid-cap stocks and a significant 32.08% in large-cap stocks. The remaining is spread across giant and small-cap stocks.
Number of Stocks Invested in So Far – 73
The fund’s exposure to the top 10 stocks stands at an impressive 30.50%.
Whereas the exposure to the top 5 stocks remains 16.72%.
The top three sectors of the Indian economy hold 43.13% of this fund’s AUM.
Top Holdings of HDFC Mid-cap Opportunities Fund
| Companies | Sector |
| The Indian Hotels | Hospitality |
| Max Financial | Financial Services |
| The Federal Bank | Banking |
| Apollo Tyres | Automotive |
| Balkrishna Ind | Consumer Discretionary |
| Indian Bank | Banking |
| IPCA Laboratories | Healthcare |
| Max Healthcare | Healthcare |
| Tata Communications | Telecom |
| Hindustan Petro | Energy & Utilities |
Motilal Oswal Midcap Fund – A Huge Name in the World of Mutual Funds
This star performer across the mid-cap equity mutual category has invested a significant 83.17% in equities and the remaining 16.83% in debt and cash instruments.
37.44% of the fund’s portfolio has gone into mid-cap stocks, whereas its allocation into large-cap stocks remains at a significant 47.10%. The allocation to giant and small-cap stocks stands at 13.91% and 1.55%, respectively.
Number of Stocks Invested in So Far – 20
The top 10 stocks account for 64.38% of this equity mutual fund’s portfolio.
The top 5 stocks hold 41.06% of the portfolio.
The top 3 sectors of the Indian economy have 48.47% of the fund’s AUM.
Top Holdings of Motilal Oswal Midcap Fund
| Companies | Sector |
| Polycab India | Industrials |
| Persistent Systems | Technology |
| Kalyan Jewellers | Jewellery |
| J10 Financial | Financial Services |
| Coforge | Technology |
| Tube Investments | Consumer Discretionary |
| Balkrishna Industry | Consumer Discretionary |
| Dixon Technologies | Consumer Discretionary |
| Zomato | Food App Technology |
| KPIT Technologies | Technology |
Edelweiss Midcap Fund – One of the Mutual Funds Where Investors Bet on
This mid-cap equity fund has invested 98.37% of the AUM in equities and the remaining in cash and debt instruments.
51.87% of the money has gone into mid-cap stocks, followed by 40.09% in large-cap stocks and the remaining in giant, small and tiny stocks.
Number of Stocks Invested in So Far – 76
29.10% of the fund’s money lies in the top 10 stocks.
Whereas the exposure to the top 5 stocks remains at 17.86%.
The top three sectors of the Indian economy hold 44.39% of the investment portfolio.
Top Holdings of Edelweiss Midcap Mutual Fund
| Companies | Sector |
| Persistent Systems | Technology |
| Dixon Technologies | Consumer Discretionary |
| Trent | Consumer Discretionary |
| Indian Bank | Banking |
| Cummins India | Industrials |
| Solar | Materials |
| The Federal Bank | Banking |
| PB Fintech | Financial Services |
| JSW Energy | Energy & Utilities |
| Voltas | Consumer Electronics |
Mahindra Manulife Midcap Fund
Mahindra Manulife Midcap Fund has bet on the top mid-cap and other stocks to the tune of 97.02%. The remaining 2.98% of the fund’s portfolio lie in cash reserves.
46.97% of the fund’s money is allocated into mid-cap stocks. Whereas 43.59% of the portfolio is allocated into large-cap stocks. The rest remains distributed across giant and small-cap stocks.
Number of Stocks Invested in So Far – 67
The top 10 stocks constitute 26.12% of the fund’s portfolio.
The top 5 stocks account for 14.71% of the fund’s portfolio
Its exposure to the top three sectors of the economy stand at an impressive 38.10%.
Top Holdings of Mahindra Manulife Midcap Fund
| Companies | Sector |
| Persistent Systems | Technology |
| Indus Towers | Technology |
| SBI | Banking |
| Max Healthcare | Healthcare |
| LTIMindtree | Technology |
| Indian Bank | Banking |
| Hero Motocorp | Automobile |
| Deepak Nitrite | Materials |
| Cummins India | Industrials |
| Zomato | Food App Technology |
Note – Data pertaining to investment returns and portfolios have been sourced from Mint and Value Research.
Conclusion
Investors of these distinguished large and mid-cap funds are laughing all the way to the bank with massive returns. With the portfolio being sorted and rejigged to align with the evolving market and investment objectives, these funds will likely help investors achieve all their financial goals. For more insights and information, stay connected with zarooribaathai.in.
