BENCHMARK OUTPERFORMANCE
Mirae Asset Large Cap mutual fund has underperformed peers, benchmark since 2022; what should investors do?
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
62% equity mutual funds outperform benchmarks in first half of 2024
Consider various factors beyond fund outperformance, like risk tolerance and financial goals, before making investment decisions based on the first half of 2024's equity mutual fund performance.
How Quant Mutual Fund schemes performed versus peers, benchmarks in the last one year?
Quant Mutual Fund, which finds itself in the thick of a controversy regarding alleged front-running, is one of India's fastest growing asset managers and has seen its assets under management (AUM) grow by 251% over the last one year versus industry growth of 53%.
More than 50% value and contra mutual funds outperform benchmarks. Should you invest?
Around 69% and 100% of value and contra mutual funds respectively outperformed benchmarks in the last three years, driven by market recovery and strategic stock selection, as per ETMutualFunds and experts like Abhishek Jain from Arihant Capital.
Every 2 out of 3 mid and smallcap mutual funds fail to beat benchmarks. Should you still invest?
Mid cap mutual funds offered an average return of 26.09% in the last three years. The mid cap funds are benchmarked against Nifty Midcap 150 - TRI and BSE 150 MidCap - TRI which gave 28.62% and 28.24% respectively in the same time period.
Milind Karmarkar on two sectors that may outperform in Modi 3.0
Power utilities have already done well and possibly they will continue to do well because there is growth in that sector. So, many of these companies are putting in new power plants and things like that. So, there is definitely growth in that sector.
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These smallcap mutual funds outperformed benchmarks in May
Around 23 smallcap funds outperformed their respective benchmarks in May. There were 27 smallcap funds in the said period. Here are the top five outperformers, according to the data pulled by ACE MF.
64% value mutual funds outperformed benchmarks under Modi 2.0
Around 64% value mutual funds have outperformed their respective benchmarks in Modi 2.0. In terms of numbers, of the 14 schemes available in the period, 9 outperformed their benchmarks, according to data by ACE MF. Here is the breakup.
85% smallcap mutual funds outperform benchmarks in May
Around 85% of small cap mutual funds outperformed benchmarks in May, with 23 out of 27 funds beating their respective benchmarks. Aditya Birla Sun Life Small Cap Fund, Axis Small Cap Fund, and Canara Rob Small Cap Fund were top performers.
3 out of every 4 small cap mutual funds beat their benchmark in 5 years of Modi government
Small cap mutual funds have showcased strong performance against benchmarks during Modi's second term, with around 74% outperforming. However, investing in them requires high-risk tolerance and a long-term horizon due to their volatile nature. Always consider individual factors before investing.
These equity MFs failed to outperform their respective benchmarks in five years
This ratio is used to measure fund managers’ overall performance in down markets. A down capture ratio of less than 100 indicates that a fund has lost less than its benchmark in the time period when the latter has been in the red zone.
FPIs take out Rs 22,000 crore from equities in May amid poll jitters, Chinese mkt outperformance
Foreign investors have pulled out a massive Rs 22,000 crore from Indian equities so far this month, due to uncertainty surrounding the outcome of the Lok Sabha elections and outperformance of Chinese markets.
Unlucky 7! 88% largecap mutual funds fail to beat benchmarks in 7 years
88% of large cap mutual funds struggled to beat benchmarks in the last seven years, highlighting challenges post Sebi's introduction of total return indices. Notable underperformers include Aditya Birla SL Frontline Equity Fund, while ICICI Prudential Bluechip Fund stood out as an outperformer.
Smallcap index hit record high but why did 93% smallcap MFs underperformed?
The small cap schemes are benchmarked against Nifty Smallcap 250 - TRI and S&P BSE 250 Small Cap - TRI. In April, they offered 7.20% and 6.58% returns respectively. The small cap stocks have also offered returns up to 86% with the smallcap index ending higher by 10% in the month.
FMCG shares rise up to 10%, hint at 'start of a catch-up rally'
Shares of Marico, Godrej Consumer Products, Hindustan Unilever, Dabur India, Emami, Britannia Industries and Nestle India ended 2-10% higher on Tuesday even as benchmark indices closed 0.5-0.6% lower.
54% equity mutual funds outperformed their benchmarks in April
54% equity mutual funds outperformed benchmarks in April across various categories. Contra funds led with 100% outperformance. Value, ELSS, Large & Mid Cap, Flexi Cap, and Multi Cap funds also showed strong performance.
Floater debt mutual funds outperform their benchmarks with superior 1-year returns. Should you invest?
Floater debt mutual funds have excelled with superior 1-year returns, outperforming benchmarks. Baroda BNP Paribas Floater Fund-Reg(G) leads the pack. These funds are ideal for low-risk investors seeking better returns than small savings schemes.
These equity mutual funds failed to outperform their respective benchmarks in three years
This ratio is used to measure fund managers overall performance in down markets. A down capture ratio of less than 100 indicates that a fund has lost less than its benchmark in the time period when the benchmark has been in the red zone.
Which equity mutual funds outperformed their benchmarks in 3 years? Here’s the list
These top 6 equity mutual fund schemes had the highest up capture ratio in 3 years, according to the data by ACE MF. We considered the schemes which had an up capture ratio of more than 130.
6 ELSS mutual funds outperform their benchmarks in 3,5,7, and 10 years
ETMutualFunds did a data crunching and found that six ELSS funds have consistently outperformed their respective benchmarks in 3, 5, 7, and 10 years, according to the data from ACE MF. Here are the consistent outperformers
67% largecap mutual funds outperform their benchmarks in 2024 so far
Large cap schemes have struggled a lot to beat their respective benchmarks since Sebi introduced total return index (TRI) in February 2018. Large cap schemes are benchmarked against Nifty 100 - TRI and S&P BSE 100 - TRI. These schemes offered 6.71% and 6.04% returns in 2024 so far.
Two-thirds of active arbitrage mutual fund schemes outperform their benchmark in 2024
The lowest returns have been given by Mahindra Manulife Arbitrage Fund-Reg(G), Bank of India Arbitrage Fund-Reg(G) and Bajaj Finserv Arbitrage Fund-Reg(G) at 1.93%, 2.10% and 2.13%, respectively.
With over 4500 miners sold, BlockDAG Coin sets a new benchmark, outperforming Bitcoin Cash and Maker (MKR) prediction
BlockDAG emerges as the prime crypto investment choice, showcasing innovation and strong profit potential. With a strategic roadmap and successful presale, it aims to surpass Maker (MKR) and Bitcoin Cash (BCH) in future achievements by 2024.
ELSS or tax saving funds offer 5% return in March quarter; 56% outperform their benchmark
Out of 39 ELSS schemes, one scheme gave double digit return, 37 schemes gave single-digit return and one scheme gave negative return
60% of equity mutual funds outperform respective benchmarks in March
We considered equity categories such as large cap, large & mid-cap, mid cap, small cap, flexi cap, focused, contra, value-oriented, multi cap, and ELSS categories for the study. The trailing returns of the schemes were compared with their respective benchmarks in the same horizon. The trailing returns for March were calculated from March 1, 2024 to March 31, 2024.
It's getting increasingly harder for active funds to outperform their benchmarks, says Nithin Kamath
"It's a no-brainer to opt for low-cost index funds as the core of your portfolio. You can complement that with other funds, but the core should be passive funds," Kamath said on X (formerly Twitter).
10 ELSS mutual funds offer over 15% returns, outperform benchmark in 3 and 5 years
ELSS or tax saving funds are mainly used to save taxes under Section 80 C. Investors can save up to Rs 1.5 lakh in a financial year by investing in these funds. Here are the top 10 ELSS schemes that offered over 15% returns in 3 and 5 years and managed to outperform their respective benchmarks, according to the data by ACE MF.
64% of equity mutual funds outperform respective benchmarks in February
According to the study, AUM (assets under management) of equity mutual funds has surged by 2.76% to Rs 23.12 lakh crore in February from Rs 22.50 lakh crore in January.
Tech-based MFs outperform benchmarks. But should you remain invested after CLSA's warning?
An ETMarkets analysis of IT theme-based mutual funds shows that these schemes have done well and outperformed their respective benchmarks over 1-year and 3-year periods despite clouds of uncertainty and uninspiring guidance by top IT companies since many quarters.
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