A reader needs to know what number of mutual funds have outperformed their benchmarks through the present bear market (or sideways market, if you’ll). So on this article, we take a look at the annualized return during the last 17 months from Oct 2021.
Notice: No a part of this text or fund itemizing ought to be construed as funding recommendation, and no resolution ought to be made based mostly on a 17-month window.
Aggressive Hybrid Funds
- No of funds studied: 29
- Benchmark and final 17 months annualized return: CRISIL Hybrid 35+65 – Aggressive Index -1.9963%
- No of funds that did higher: 12 (40%)
| Scheme Title | 17 Months |
| ICICI Pru Fairness & Debt Fund(G)-Direct Plan | 5.2300 |
| Edelweiss Aggressive Hybrid Fund(G)-Direct Plan | 3.5807 |
| Quant Absolute Fund(G)-Direct Plan | 2.5667 |
| HDFC Hybrid Fairness Fund(G)-Direct Plan(Adjusted) | 2.5411 |
| Tata Hybrid Fairness Fund(G)-Direct Plan | 0.6001 |
| Nippon India Fairness Hybrid Fund(G)-Direct Plan | 0.5769 |
| JM Fairness Hybrid Fund(G)-Direct Plan | 0.4650 |
| Mahindra Manulife Aggressive Hybrid Fund(G)-Direct Plan | 0.4141 |
| UTI Hybrid Fairness Fund(G)-Direct Plan | -0.3252 |
| Navi Fairness Hybrid Fund(G)-Direct Plan | -0.6447 |
| Franklin India Fairness Hybrid Fund(G)-Direct Plan | -1.1440 |
| Baroda BNP Paribas Aggressive Hybrid Fund(G)-Direct Plan | -1.5644 |
Lower than half is a poor present, reiterating – Why we badly want an aggressive hybrid index fund!
Fairness Linked Financial savings Schemes
- No of funds studied: 21
- Benchmark and final 17 months annualized return: NIFTY 500 – TRI -5.3619%
- No of funds that did higher: 12 (57%)
| Scheme Title | 17 Months |
| Parag Parikh Tax Saver Fund(G)-Direct Plan | 2.2470 |
| Kotak Tax Saver Fund(G)-Direct Plan | 1.9510 |
| PGIM India ELSS Tax Saver Fund(G)-Direct Plan | 1.1237 |
| Quant Tax Plan(G)-Direct Plan | 0.6843 |
| Mahindra Manulife ELSS Fund(G)-Direct Plan | -2.0343 |
| Motilal Oswal Lengthy Time period Fairness Fund(G)-Direct Plan | -2.6213 |
| IDBI Fairness Benefit Fund(G)-Direct Plan | -3.4082 |
| Indiabulls Tax Financial savings Fund(G)-Direct Plan | -4.0326 |
| JM Tax Acquire Fund(G)-Direct Plan | -4.5617 |
| ICICI Pru LT Fairness Fund (Tax Saving)(G)-Direct Plan | -5.1762 |
| Navi ELSS Tax Saver Fund(G)-Direct Plan | -5.1766 |
| Mirae Asset Tax Saver Fund(G)-Direct Plan | -5.2887 |
Flexi Cap Funds
- No of funds studied: 25
- Benchmark and final 17 months annualized return: NIFTY 500 – TRI -5.3619%
- No of funds that did higher: 15 (60%)
| Scheme Title | 17 Months |
| HDFC Flexi Cap Fund(G)-Direct Plan | 5.7888 |
| ICICI Pru Flexicap Fund(G)-Direct Plan | 1.4697 |
| JM Flexicap Fund(G)-Direct Plan | 0.3343 |
| Quant Flexi Cap Fund(G)-Direct Plan | -1.0956 |
| Mahindra Manulife Flexi Cap Fund(G)-Direct Plan | -2.1099 |
| Edelweiss Flexi Cap Fund(G)-Direct Plan | -2.4557 |
| Kotak Flexicap Fund(G)-Direct Plan | -2.5148 |
| Franklin India Flexi Cap Fund(G)-Direct Plan | -2.7003 |
| Financial institution of India Flexi Cap Fund(G)-Direct Plan | -3.5113 |
| Parag Parikh Flexi Cap Fund(G)-Direct Plan | -3.5715 |
| Navi Flexi Cap Fund(G)-Direct Plan | -3.8549 |
| Shriram Flexi Cap Fund(G)-Direct Plan | -4.3635 |
| Nippon India Flexi Cap Fund(G)-Direct Plan | -4.6470 |
| SBI Flexicap Fund(G)-Direct Plan | -5.0448 |
| IDBI Flexi Cap Fund(G)-Direct Plan | -5.3731 |
Targeted Funds
- No of funds studied: 24
- Benchmark and final 17 months annualized return: NIFTY 500 – TRI -5.3619%
- No of funds that did higher: 15 (62.5%)
| HDFC Targeted 30 Fund(G)-Direct Plan | 9.7990 |
| Mahindra Manulife Targeted Fund(G)-Direct Plan | 1.5674 |
| Franklin India Targeted Fairness Fund(G)-Direct Plan | -0.0025 |
| ICICI Pru Targeted Fairness Fund(G)-Direct Plan | -0.5322 |
| Quant Targeted Fund(G)-Direct Plan | -1.2491 |
| Canara Rob Targeted Fairness Fund(G)-Direct Plan | -1.5719 |
| Tata Targeted Fairness Fund(G)-Direct Plan | -2.3730 |
| IIFL Targeted Fairness Fund(G)-Direct Plan | -3.1043 |
| JM Targeted Fund(G)-Direct Plan | -3.3030 |
| Nippon India Targeted Fairness Fund(G)-Direct Plan | -3.6470 |
| Kotak Targeted Fairness Fund(G)-Direct Plan | -3.8964 |
| Baroda BNP Paribas Targeted Fund(G)-Direct Plan | -3.9465 |
| UTI Targeted Fairness Fund(G)-Direct Plan | -4.4697 |
| IDBI Targeted 30 Fairness Fund(G)-Direct Plan | -5.1708 |
| Aditya Birla SL Targeted Fairness Fund(G)-Direct Plan | -5.1894 |
Massive & Mid Cap Funds
- No of funds studied: 22
- Benchmark and final 17 months annualized return: NIFTY LargeMidcap 250 – TRI -4.6388%
- No of funds that did higher: 12 (54%)
| Scheme Title | 17 Months |
| Tata Massive & Mid Cap Fund(G)-Direct Plan | 2.0431 |
| ICICI Pru Massive & Mid Cap Fund(G)-Direct Plan | 1.4554 |
| Kotak Fairness Opp Fund(G)-Direct Plan | 1.3373 |
| Quant Massive & Mid Cap Fund(G)-Direct Plan | 1.1392 |
| Motilal Oswal Massive & Midcap Fund(G)-Direct Plan | -0.3840 |
| Bandhan Core Fairness Fund(G)-Direct Plan | -0.8401 |
| HDFC Massive and Mid Cap Fund(G)-Direct Plan | -1.4025 |
| Navi Massive & Midcap Fund(G)-Direct Plan | -2.9366 |
| Edelweiss Massive & Mid Cap Fund(G)-Direct Plan | -3.1469 |
| UTI Core Fairness Fund(G)-Direct Plan | -3.6913 |
| Financial institution of India Massive & Mid Cap Fairness Fund(G)-Direct Plan | -4.1610 |
| DSP Fairness Alternatives Fund(G)-Direct Plan | -4.4328 |
Massive Cap Funds
- No of funds studied: 25
- Benchmark and final 17 months annualized return: NIFTY 100 – TRI -5.5375%
- No of funds that did higher: 16 (64%) -Not unhealthy!
| Scheme Title | 17 Months |
| Nippon India Massive Cap Fund(G)-Direct Plan | 1.6100 |
| HDFC High 100 Fund(G)-Direct Plan | 0.8979 |
| ICICI Pru Bluechip Fund(G)-Direct Plan | -0.3906 |
| Edelweiss Massive Cap Fund(G)-Direct Plan | -2.3101 |
| JM Massive Cap Fund(G)-Direct Plan | -2.4327 |
| SBI BlueChip Fund(G)-Direct Plan | -2.9927 |
| Baroda BNP Paribas Massive Cap Fund(G)-Direct Plan | -3.0859 |
| Tata Massive Cap Fund(G)-Direct Plan | -3.7060 |
| Aditya Birla SL Frontline Fairness Fund(G)-Direct Plan | -3.9594 |
| DSP High 100 Fairness Fund(G)-Direct Plan | -4.4765 |
| Canara Rob Bluechip Fairness Fund(G)-Direct Plan | -4.5141 |
| Mahindra Manulife Massive Cap Fund(G)-Direct Plan | -4.5726 |
| Indiabulls Blue Chip Fund(G)-Direct Plan | -4.6401 |
| PGIM India Massive Cap Fund(G)-Direct Plan | -4.8531 |
| IDBI India High 100 Fairness Fund(G)-Direct Plan | -5.0779 |
| Mirae Asset Massive Cap Fund(G)-Direct Plan | -5.3957 |
Mid Cap Funds
- No of funds studied: 22
- Benchmark and final 17 months annualized return: Nifty Midcap 150 – TRI -3.8365%
- No of funds that did higher: 12 (54.5%)
| Scheme Title | 17 Months |
| Motilal Oswal Midcap Fund(G)-Direct Plan | 9.6655 |
| Quant Mid Cap Fund(G)-Direct Plan | 5.4537 |
| HDFC Mid-Cap Alternatives Fund(G)-Direct Plan | 2.8572 |
| SBI Magnum Midcap Fund(G)-Direct Plan | 2.4008 |
| Kotak Rising Fairness Fund(G)-Direct Plan | 0.9994 |
| Edelweiss Mid Cap Fund(G)-Direct Plan | -2.1339 |
| Mahindra Manulife Mid Cap Fund(G)-Direct Plan | -2.6752 |
| Nippon India Development Fund(G)-Direct Plan | -2.7264 |
| Mirae Asset Midcap Fund(G)-Direct Plan | -3.0518 |
| PGIM India Midcap Opp Fund(G)-Direct Plan | -3.3038 |
| Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan | -3.6004 |
| Invesco India Midcap Fund(G)-Direct Plan | -3.7062 |
Multi Cap Funds
- No of funds studied: 9
- Benchmark and final 17 months annualized return: Nifty500 Multicap 50:25:25 – TRI -5.3724%
- No of funds that did higher: 7. That’s not unhealthy, however it is a fairly new class and a more moderen benchmark! Please don’t get enthusiastic about this. Additionally, see: Solely 3 out of 28 mid cap MFs constantly beat Nifty Midcap 150!
| Scheme Title | 17 Months |
| Nippon India Multi Cap Fund(G)-Direct Plan | 4.7643 |
| Invesco India Multicap Fund(G)-Direct Plan | -5.2212 |
| ICICI Pru Multicap Fund(G)-Direct Plan | -1.6763 |
| Quant Lively Fund(G)-Direct Plan | -2.1084 |
| Mahindra Manulife Multi Cap Fund(G)-Direct Plan | -4.2159 |
| Aditya Birla SL Multi-Cap Fund(G)-Direct Plan | -4.4825 |
| Kotak Multicap Fund(G)-Direct Plan | 2.6955 |
Small cap Funds
Worth Funds
- No of funds studied: 17
- Benchmark and final 17 months annualized return: NIFTY 500 – TRI -5.3619%
- No of funds that did higher: 17. Nevertheless, should you use NIFTY500 Worth 50 – TRI 5.3578%, none of them outperformed! This can be a checklist of all of them.
| Scheme Title | 17 Months |
| ICICI Pru Worth Discovery Fund(G)-Direct Plan | 5.1237 |
| Canara Rob Worth Fund(G)-Direct Plan | 4.4334 |
| Bandhan Sterling Worth Fund(G)-Direct Plan | 1.9255 |
| JM Worth Fund(G)-Direct Plan | 0.6374 |
| HSBC Worth Fund(G)-Direct Plan | -0.1754 |
| Tata Fairness P/E Fund(G)-Direct Plan | -0.9595 |
| DSP Worth Fund(G)-Direct Plan | -2.2149 |
| HDFC Capital Builder Worth Fund(G)-Direct Plan | -2.4487 |
| Union Worth Discovery Fund(G)-Direct Plan | -2.5937 |
| Quantum Lengthy Time period Fairness Worth Fund(G)-Direct Plan | -2.8755 |
| UTI Worth Opp Fund(G)-Direct Plan | -3.2118 |
| Axis Worth Fund(G)-Direct Plan | -3.5665 |
| Indiabulls Worth Fund(G)-Direct Plan | -3.7645 |
| Nippon India Worth Fund(G)-Direct Plan | -4.5264 |
| IDBI Lengthy Time period Worth Fund(G)-Direct Plan | -4.7646 |
| ITI Worth Fund(G)-Direct Plan | -5.0375 |
| Aditya Birla SL Pure Worth Fund(G)-Direct Plan | -5.1664 |
In abstract, actively managed sectorally diversified funds have carried out higher than standard through the bear market during the last 17 months. That is in keeping with out earlier, extra detailed examine: Do lively mutual funds provide draw back safety? Or is it a fable? Nevertheless, that is sufficient proof to decide on lively somewhat than passive funds.
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