A rare scheme that outperformed its benchmark index. Focuses on companies with competitive advantage

One of the best performers in large-cap space. And among the largest

The largest flexi-cap fund still packs a punch. Steady fund management adds confidence and continuity

A fall in US markets and lack of international investment options badly affected in 2022. Still, prospects are good

Fund manager Ajay Tyagi ignore valuations, if quality of business is good and balance sheets are strong

Follows a blend of growth and value style of stock-picking

Despite big size, the fund is a good mid-cap pick. Reasonably diversified portfolio

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

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

Holds over 170 stocks and is the largest small-cap scheme. Invest smaller sums in this fund

A large corpus hasn’t deterred the scheme’s performance in rising as well as falling markets

Follow a buy-and-hold strategy. Promoter’s integrity in underlying company is important for fund managers

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

A concentrated portfolio makes the fund suitable for high-risk, high-return seeking investors. Predominantly invests in mid and small-cap stocks

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

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

Follows a growth style and diversifies across 60-65 stocks to keep risks low

Consistent performer. Fund management stability. Nil exposure to AT1 bonds

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

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

Prudent risk control strategy helped HCBF navigate the debt fund crisis, successfully

Performance looks bit subdued comparatively and a lower rating, but that’s because the scheme takes lower 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 89 securities in the fund (Rs 4,000 crore corpus), it’s fairly diversified

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 makes it a winner

A rare scheme that outperformed its benchmark index. Focuses on companies with competitive advantage

One of the best performers in large-cap space. And among the largest

The largest flexi-cap fund still packs a punch. Steady fund management adds confidence and continuity

A fall in US markets and lack of international investment options badly affected in 2022. Still, prospects are good

Fund manager Ajay Tyagi ignore valuations, if quality of business is good and balance sheets are strong

Follows a blend of growth and value style of stock-picking

Despite big size, the fund is a good mid-cap pick. Reasonably diversified portfolio

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

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

Holds over 170 stocks and is the largest small-cap scheme. Invest smaller sums in this fund

A large corpus hasn’t deterred the scheme’s performance in rising as well as falling markets

Follow a buy-and-hold strategy. Promoter’s integrity in underlying company is important for fund managers

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

A concentrated portfolio makes the fund suitable for high-risk, high-return seeking investors. Predominantly invests in mid and small-cap stocks

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

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

Follows a growth style and diversifies across 60-65 stocks to keep risks low

Consistent performer. Fund management stability. Nil exposure to AT1 bonds

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

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

Prudent risk control strategy helped HCBF navigate the debt fund crisis, successfully

Performance looks bit subdued comparatively and a lower rating, but that’s because the scheme takes lower 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 89 securities in the fund (Rs 4,000 crore corpus), it’s fairly diversified

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 makes it a winner