2 Large And 1 Midcap Mutual Fund Rated 5-Star By Crisil

Crisil has given a 5-star rating to HDFC Top 100 Fund, Nippon India Large Cap Fund and Quant Mid Cap Fund. All these three funds have been consistent performers over the last few years. Given below are the details.

Scheme name	3 months returns (%)	6 months returns (%)	1 -year returns (%)	3-year returns(%)	5-year returns(%)
HDFC Top 100 Fund	-4.11	0.76	6.67	27.63	11.53
Nippon India Large Cap Fund	-4.27	-0.29	8.28	27.88	12.12
Quant Mid Cap Fund	-8.74	-4.60	9.67	44	19.88

All the funds considered are growth direct plans, the returns are taken from ValueResearch

HDFC Top 100 Fund

HDFC Top 100 Fund is one of the oldest scheme having Rs 22,139 crore assets under management. It has given an absolute return of 104.22% in three years and its annualised return of 27.63% is higher than the category average return of 22.69%.

If you do a monthly SIP of Rs 5,000 for three years in this large cap fund, you would fetch a return of 27.15%. For total amount of Rs 1.8 lakhs invested, you get a corpus of Rs 2. 29 lakhs.

The scheme has 95.4% equity holdings and 4.6% cash holdings. It has total 50 stocks in its portfolio and top 5 holdings constitute 35.86% by weight. Financials (36.19%), energy(11.92%) and technology(11.19%) are its top three sector holdings. The portfolio contains giants like ICICI Bank, HDFC Bank, Reliance and Infosys.

Nippon India Large Cap Fund

Nippon India Large Cap Fund has a fund size of Rs 12,524.53 crore. In the last three years it has given absolute returns of 103.88% and its annualised returns of Rs 27.88% is higher than the category average return of 22.69% for the same period.

If you do a monthly SIP of Rs 5,000 for three years in this large cap fund, you would fetch a return of 31.20%. For total amount of Rs 1.8 lakhs invested, you get a corpus of Rs 2. 36 lakhs.

The scheme has allocated 99.12% to equity, 0.01% to debt and 0.87% to cash holdings. It has total 58 stocks in its portfolio. Financials (33.68%), energy(10.21%) and technology(9.78%) are its top three sector holdings. Its top 5 holdings constitute 32.33% by weight which include Reliance, Larsen & Toubro, Housing Development Finance, ICICI bank and HDFC bank.

Quant Mid Cap Fund

Quant Mid Cap Fund is one of the top performers within the mid cap category, it has given an absolute return of 198.61% in three years. Its annualised return of 44% is higher than the category average return of 29.85%. It has a fund size of Rs 1,551 crore.

If you do a monthly SIP of Rs 5,000 for three years in this large cap fund, you would fetch a return of 45.51%. For total amount of Rs 1.8 lakhs invested, you get a corpus of Rs 2. 61 lakhs.

The scheme has allocated it assets to equity(93.66%), debt (0.03%) and cash holdings(6.31%). It has total 28 stocks in its portfolio. Financials (19.72%), consumer staples (15.83%) and healthcare(10.92%) are its top three sector holdings. Its top 5 holdings constitute 30.91% by weight which include ITC, Punjab National Bank, Escorts Kubota, Voltas and Linde India.

Disclaimer

Mutual fund investments are subject to market risk. The above-mentioned information is purely informational and doesn't guarantee any return. Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.