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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
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