Top 5 Mutual Fund Schemes For The Last One Year

We are almost at the end of the calendar year 2013. The Sensex year till date (19/12/2013)has appreciated by mere 5.76%. In this article we are looking at the top 5 mutual fund scheme in terms of returns. The list of schemes that we have arrived are sorted on the basis of one year return and have a corpus of greater than or equal to Rs 100 crore. Let us take a look at all the schemes.

Tata Ethical Plan A: Having invested 93.95% in equity, this Multi Cap open ended equity scheme aims to provide medium to long term capital gains by investing in Sharia compliant equity and equity related instruments of well researched value and growth oriented companies. With a corpus of Rs 108.2 crore the fund has provided a return of 14.23% in the last one year and has outperformed category returns by miles. On a YTD basis the category returns stands at mere 0.57%. The top three sectors that forms the part of its portfolio is technology (23.34%), Energy (19.99%) and Healthcare (14.77%) which aggregates to 58.1% of the total portfolio. The fund is managed by Pradeep Gokhale since January 2012.

ICICI Prudential Dynamic Reg: The fund has a corpus of Rs 3398.03 crore and has provided a return of 13.34% in the last one year. Managed by Sankaran Naren and Mittul Kalawadia since February 2012, The scheme aims to invest primarily in equities and for defensive consideration in fixed income securities including money market instruments with the aim of generating capital appreciation. The actual percentage of investments in will be decided after considering the prevailing market and economic conditions. This Large and Mid-cap focused fund has invested 84% of its holdings in equities. The fund on a YTD basis has provided a return of 13.34% and has outperformed its category returns by 1065 basis points. The top three sectors that forms the part of its portfolio is energy (13.38%), financial (13.22%) and technology (11.09%) which aggregates to 37.69% of the total portfolio.

Franklin India Smaller Companies: Managed jointly by K N Sivasubramanian and R Janakiraman, the fund has given a return of 11.48% in the last one year. This mid and small-cap focused fund aims to provide long-term capital appreciation by investing in mid and small cap companies. Normally, it would invest atleast 75% of its assets in smaller companies. The fund currently is invested in equities to the tune of 91.57%. The top three sectors that forms the part of its portfolio is financial (15.62%), engineering (15.16%) and chemicals (14.44%) which aggregates to 45.22% of the total portfolio. The corpus of the fund stands at Rs 281.76 crore.

Axis Equity: With a corpus of Rs 563 crore and managed by Pankaj Murarka since June 2013, the scheme aims to generate regular long term capital growth from a diversified and actively managed portfolio of equity and equity related securities. The fund is a large-cap focused scheme. On a YTD basis the fund has generated return of 10.84% outperforming the category return by 632 basis points. The top three sectors that forms the part of its portfolio is financial (26.83%), technology (18.16%) and energy (11.87%) which aggregates to 56.86% of the total portfolio.

SBI Magnum Midcap: The objective of the fund scheme is to provide long-term capital appreciation by investing in mid-cap and small-cap companies. It would invest atleast 75% of its assets in small cap companies. The fund is invested 91.57% in equities and has no exposure to debt instruments at present. The fund is managed by Sohini Andani and the corpus of the fund stands at Rs 173.07 crore. The top three sectors that forms the part of its portfolio is healthcare (21.27%), automobile (11.18%) and textiles (10.41%) which aggregates to 42.86% of the total portfolio. In the last one year the fund has provided a return of 10.69%.