Top Performing Mutual Funds & Stocks Of January 2021

Hey friends! January month ended a few days back.

 

It becomes important to analyze the stocks or mutual funds that gave the best returns to investors in January month.




 

First, we will talk about 3 mutual funds in 3-4 categories that gave the highest returns to their investors.

 

In the second part, we will talk about the stocks in the nifty midcap, small-cap, etc categories that gave great returns to their investors.

 

 

Without taking much time let's move to the main topic for today. Let's first talk about the mutual fund category.

 

There are different categories of mutual funds. They vary according to the risk appetite of an investor.

 

I am going to discuss different categories of mutual funds that have different risks in their investment styles.


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Let's talk about different categories of mutual funds. These are- Large-cap, mid-cap, Small cap, Multi-cap, and ELSS mutual fund.

 

You can invest in an ELSS mutual fund for tax saving under 80C. Firstly we will talk about large-cap mutual funds.

 

 

Here we have talked about their January month and 1-year return. The 1st place under the large-cap category is occupied by Franklin India Bluechip fund.

 

This mutual fund gave an 11% return in January. In the last 1 year, this mutual fund has delivered a 30.6% return to its investors.

 

The 2nd mutual fund of this category is HDFC Top 100 Fund- Direct Plan-Growth. This mutual fund gave a 9.17% return in January.

 

In the last 1 year, this mutual fund has delivered a 23.53% return to its investors.

 

The 3rd mutual fund of this category (in or report card) is Tata Large-cap fund-Direct Plan-Growth.

 

This mutual fund gave an 8.43% return in January. In the last 1 year, this mutual fund has delivered a 22.32% return to its investors.


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You can view these names again. Large-cap mutual funds are the ones that invest in large-cap stocks.

 

Mutual funds association gives a list of stocks. It briefs about large-cap, mid-cap, and small-cap stocks.

 

Large-cap funds invest in large-cap stocks where risk is low as compared to mid-cap and small-cap.

 

Now, let's move to the 2nd category. This is the category of mid-cap mutual funds.

 

These are the mutual funds that invest more in mid-cap stocks. Let me take you to my screen to discuss these mutual funds.

 

(As you can see on my screen) The topper of the mid-cap category (for January month) is Mirae Asset Midcap Fund-Direct Plan-Growth.

 

This mutual fund gave a 9.97% (almost 10%) return in January. In the last 1 year, this mutual fund has delivered a 39.09% return to its investors.

 

The second mutual fund of this category is Edelweiss mid-cap fund- Direct plan. This mutual fund gave a 7.93% return in January.

 

In the last 1 year, this mutual fund has delivered a 33.61% return to its investors.

 

PGIM India Midcap Opportunities Fund is the 3rd mutual fund of this category. (as per ranking for January month)

 

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This mutual fund gave a 7.91% return in January. In the last 1 year, this mutual fund has delivered a 56.15% return to its investors.

 

An interesting fact over here is that PGIM India Midcap mutual fund might have given a 3rd rank worthy return in the last 1 month;

 

but in the last one year, it has given the highest returns(56%).

 

(As I told you about mid-cap in the starting) The risk in the mid-cap category is slightly higher as compared to the large-cap category.

 

You can also expect a slightly higher return. Now let's talk about the next category.

 

It is known for its high risks and returns. This is the category of small-cap mutual funds.

 

These are the mutual funds that invest in small-cap stocks. (that have low market capitalization)

 

The stocks that are small-cap have high chances of growth coupled with the risk of investment.

 

Now let's talk about the 3 mutual funds that gave the highest returns in this category in January month.

 

(As you can see on my screen) Three names are

 

visible. The first is Kotak Small Cap Fund.

 

This mutual fund gave a 7.85% return in January.

 

In the last 1 year, this mutual fund has delivered a 35.43% return to its investors and became the topper of this category.

 

This mutual fund is in 1st place on our report card. (of January month returns) On 2nd number is Principal Small Cap Fund- Direct Plan.

 

This mutual fund gave a 7% return in January. In the last 1 year, this mutual fund has delivered a 42.43% return to its investors.

 

As compared to the Kotak Small-cap fund(topper), this mutual fund has given a lower return in January month.

 

But it has outperformed Kotak's small-cap fund in terms of last 1 year returns.

 

The 3rd mutual fund of this category is Sundaram Select Small Cap- Series V- Direct plan- Growth.

 

This mutual fund gave a 6.75% return in January. In the last 1 year, this mutual fund has delivered a 14.73% return to its investors.

 

(Till now) We discussed large-cap, mid-cap, and small-cap mutual funds that invest in these companies.

 

Now let's talk about multi-cap mutual funds. These mutual funds invest in all three- large-cap, mid-cap, and small-cap companies.

 

Let's discuss the 3 multi-cap mutual funds that gave the best returns in January month.

 

(As you can see on my screen) The first mutual fund is Nippon India Opportunities fund- Series A- Direct Plan-Growth.

 

This mutual fund has given the highest returns in this category in January month. This mutual fund gave an 8.83% return in January.

 

In the last 1 year, this mutual fund has delivered a 17.69% return to its investors.

 

The 2nd name in this category is ICICI Prudential Multicap Fund- Direct Plan-Growth. This mutual fund gave a 7.89% return in January.

 

Its annual return is 22.89%. (Over here also) You will get to see that ICICI Prudential is on 2nd rank in January month.

 

But in terms of annual returns, it is the topper of this category. The next mutual fund is ITI Multi-Cap fund-Direct Plan-Growth.

 

This mutual fund gave a 7.76% return in January and became the 3rd best performing mutual fund in the multi-cap category.

 

In the last 1 year, this mutual fund has delivered a 15.21% return to its investors.

 

(After the multi-cap category) there is an important category in mutual funds. It is ELSS mutual funds (Equity-linked savings scheme).

 

This mutual fund category is quite important for normal taxpayers.

 

No tax is payable upto Rs.1,50,000 invested in an ELSS fund i.e. ELSS funds are exempt from tax upto this limit as per 80C.

 

There are chances of making returns in ELSS mutual funds investment. Now let's talk about the top 3 performing mutual funds in the ELSS category.

 

(As you can see on my screen) The next mutual fund is UTI Long term Advantage Fund-Series IV-Direct Plan-Growth.

 

This mutual fund gave a 10.51% return in January and became the top-performing mutual fund in this category.

 

In the last 1 year, this mutual fund has delivered a 23.84% return to its investors.

 

The second mutual fund of this category is Franklin India Taxsheild Fund-Direct-Growth. This mutual fund gave an 8.84% return in January.

 

In the last 1 year, this mutual fund has delivered more than 23% return to its investors.

 

The next mutual fund is IDFC Tax Advantage (ELSS) Fund-Direct Plan-Growth.

 

This mutual fund gave an 8.74% return in January and became the third best-performing mutual fund in this category.

 

Let's see an interesting fact over here. IDFC Tax Advantage (ELSS) Fund has given the highest 1-year return (31.35%) in this segment.

 

So this was the discussion for mutual fund categories. We discussed the top 3 mutual funds of different categories.

 

These are the names of today's report card. Now, let us discuss the Saturday of stock investors.

 

As a mutual fund investor, you have known the top-performing funds.

 

(If you are interested in the stock market) You would want to know Nifty50, Nifty midcap, Nifty small-cap stocks that gave the highest returns to their investors in January month.

 

Without taking much time let's move to the 2nd part of today's video. Firstly, let's talk about Nifty large-cap stocks.

 

Let's see the top 3 performing stocks of this category. For this, I will again take you to my screen.

 

(As you can see) Tata Motors has given the best performance in this category. This stock gave a 49.92% (almost 50%) return in the last 1 month.

 

In January the price of this stock was Rs.186. Its stock currently trades for Rs.300.

 

In the last 1 year, this stock has delivered an 80% return to its investors. Tata Motors is a company that works in the automobile sector.

 

Its business is spread in different countries. Besides Passenger vehicles, this company also manufactures commercial vehicles.

 

Bosch is the 2nd company in this segment. Its current share price is Rs.16,000.

 

This stock gave a 24.67% return in the last 1 month and became the 2nd best performing stock of this category.

 

In the last 1 year, this stock has delivered a 20% return to its investors.

 

This company runs its business in automobile technology, industrial technology, consumer goods, and energy building.

 

This company becomes the 2nd best-performing one on this list. Now let's talk about Grasim Industries.

 

This stock gave a 20.53% return in the last 1 month.

 

In the last 1 year, this stock has delivered a 48.90% return to its investors and became the 3rd best performing stock of this category.

 

Let's see the company's business. This is an Aditya Birla Group company that was started in 1947. This company does manufacturing in the textile segment.

 

After Nifty large-cap, let's talk about the 3 best-performing stocks of Nifty midcap. Let me take you to my screen.

 

(As you can see) The best performing stock of this category is Cummins India. Its share price in January was Rs.581.

 

It currently trades for Rs.730. This stock gave a 25.57% return in the last 1 month.

 

In the last 1 year, this stock has delivered a 33.90% return to its investors.

 

While Shriram Transport Finance company gave a 24.39% return in the last 1 month.

 

In the last 1 year, this stock delivered a 32.70% return to its investors. On 1 February the share price of this company was around Rs.1,332.

 

This company mainly runs its business in financing. It finances commercial vehicles.

 

This company has given great returns to its investors in January month. The 3rd company in the category emerges out of the commercial vehicle segment.

 

It is quite famous. The name of this company is Ashok Leyland. This is a Hinduja group company.

 

It mainly manufactures engines. Its major business is in the commercial vehicles segment. On 1 January the share price of this company was around Rs.99.

 

On 1 February the share price of this company was around Rs.122. This stock gave a 23% return in the last 1 month.

 

In the last 1 year, this stock delivered a 67% return to its investors.

 

This company might be in 3rd place in terms of January returns, but it is in 1st place in terms of last 1 year returns under the mid-cap category.

 

Now let's talk about the top 3 stocks in the Nifty small-cap segment. For this let's switch to the screen.

 

Under the Nifty small-cap category the stock in the first place is Tata Elxsi. It is a Tata group company.

 

It runs a business in product designing and engineering services. On 1 January the share price of this company was Rs.1,867.

 

On 1 February the share price of this company was Rs.2,949. This stock gave a 57% return in January month.

 

In the last 1 year, Tata Elxsi has delivered more than 180% return to its investors. Let me tell you an interesting fact over here.

 

When Covid's situation was at its peak then the share price of this company traded below Rs.700.

 

After such a huge dip this company has shown a great performance in recent times.

 

Also, the quarterly results of the company have emerged well in front of the investors. Now let's talk about the 2nd company.

 

Its name is CEAT. You might have heard about CEAT. This company does manufacturing and sales of automobile tires.

 

On 1 January the share price of this company was Rs.1,093. On 1 February the share price of this company was Rs.1,465.

 

This stock gave a 34% return in January month. In the last 1 year, it has delivered a 63% return to its investors.

 

Trident is the third company on our list. On 1 January the share price of this company was Rs.10.75.

 

On 1 February the share price of this company was Rs.14.45. This stock gave a 34% return in January month.

 

In the last 1 year, it has delivered more than 136% return to its investors.

 

The major business of this company is manufacturing towels, bedsheets, and paper.

 

In recent times this company has shown great performance in terms of the share price.

 

So this was our today's video. We divided the video into two parts. First, we told you about mutual funds.

 

We talked about the categories of mutual funds that had a great performance.

 

In the second part of the video, we will talk about Nifty large-cap, mid-cap, and small-cap stocks that performed well (for the investors)

 

The stocks or mutual funds in the video were a part of a fact-based discussion. We don't give any buy/sell recommendations for any stock.

 

The numbers used by us belong to last 1 month and year.

 

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