Top 10 Holdings Of 10 Top Performing Mutual Funds In 5 Years

The assets that make up a holding are the investments that a person or an entity, such as mutual funds, has in their investment portfolio. Mutual Funds' portfolio holdings may encompass a wide range of investment products, including stocks, bonds, and securities depending upon the nature of the fund i.e. whether it is an Equity, Hybrid, or Debt fund.

A portfolio's level of diversity depends on the quantity and variety of its holdings. On average, a portfolio made up of various asset classes will produce stronger long-term returns and reduce the risk of anyone holding or investment.

A portfolio that has been properly diversified will include a variety of different asset classes and investment vehicles, such as a mix of stocks from various industry sectors, bonds with various maturities, and other investments.

However, as mentioned above, depending upon the nature or category of Mutual Fund, the portfolio can be different. For equity mutual funds, the holdings include majorly stocks, while for Debt Funds, it would be majorly debt instruments such as Bonds, Securities, etc. Meanwhile, Hybrid Funds are quite a different category. It has a mix of both Debt and Equity, which means it would have Stock, bonds, Securities, etc. in its portfolio.

Here we have highlighted the top 10 performing equity mutual funds (except ELSS) based on 5-year return on lump-sum investments. The funds considered here are direct plans-growth.

Top 10 Holdings of Top Performing Equity Mutual Funds

S.No.	Quant Small Cap Fund	Nippon India Small Cap Fund	Quant Infrastructure Fund	Quant Mid Cap Fund	ICICI Prudential Smallcap Fund
1	Reliance	Tube Investments of India	JIO Financial Services	Reliance	Cyient
2	HDFC Bank	HDFC Bank	NTPC	Punjab National Bank	PVR Inox
3	JIO Financial Services	Apar	Ultratech Cement	Linde India	Krishna Institute of Medical Sciences
4	Bikaji Foods International	KPIT Technologies	DLF	Escorts Kubota	KEI
5	Arvind	CreditAccess Grameen	IRB Infrastructure Developers	Aurobindo Pharma	Rolex Rings
6	Usha Martin	Voltamp Transformers	Reliance	Dixon Technologies (India)	EPL
7	Jindal Stainless	Tejas Networks	LTIMindtree	JIO Financial Services	Mahindra Lifespace Developers
8	Hindustan Copper	Bharat Heavy Electricals	NCC	Macrotech Developers	Cholamandalam Financial Holdings
9	HFCL	Elantas Beck India	Punjab National Bank	Sundaram Finance	Multi Commodity Exchange Of India
10	Aegis Logistics	NIIT Learning Systems	Bosch	Bosch	V-Mart Retail
5-Year Return	41.95	35.07	33.29	33.1	30.69

S.No.	ICICI Prudential Infrastructure Fund	Kotak Small Cap Fund	SBI Contra Fund	Axis Small Cap Fund	Motilal Oswal Midcap Fund
1	NTPC	Cyient	Cognizant Technology Solutions Corp Class A (CTSH)	Narayana Hrudayalaya	JIO Financial Services
2	Larsen & Toubro	Carborundum Universal	HDFC Bank	Birlasoft	Zomato
3	ICICI Bank	Century Plyboards (India)	GAIL (India)	Cholamandalam Financial Holdings	KPIT Technologies
4	Bharti Airtel	Ratnamani Metals & Tubes	Coforge	Krishna Institute of Medical Sciences	Deepak Nitrite
5	Oil & Natural Gas Corporation	Galaxy Surfactants	Delhivery	Brigade Enterprises	Coforge
6	Kalpataru Projects International	Alembic Pharmaceuticals	ICICI Bank	Galaxy Surfactants	Persistent Systems
7	HDFC Bank	Blue Star	Axis Bank	CCL Products (India)	Prestige Estates Projects
8	NCC	Garware Technical Fibres	Cipla	Fine Organic	CG Power and Industrial Solutions
9	Tata Steel	Supreme	Reliance	Can Fin Homes	Balkrishna
10	Axis Bank	V-Guard	Oil & Natural Gas Corporation	Blue Star	Cholamandalam Investment and Finance Company
5-Year Return	30.48	30.14	29.65	28.82	28.73

Note - The returns and holdings are taken from ValueResearch.

*Holdings as on 31st August 2023.

Disclaimer - Investors should note Mutual fund investments are subject to market risk. Read all scheme-related Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article