Home Mutual Fund What number of mutual funds outperformed throughout this bear market?

What number of mutual funds outperformed throughout this bear market?

What number of mutual funds outperformed throughout this bear market?

A reader needs to know what number of mutual funds have outperformed their benchmarks in the course of 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.

Observe: No a part of this text or fund itemizing ought to be construed as funding recommendation, and no choice 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 Title17 Months
ICICI Pru Fairness & Debt Fund(G)-Direct Plan5.2300
Edelweiss Aggressive Hybrid Fund(G)-Direct Plan3.5807
Quant Absolute Fund(G)-Direct Plan2.5667
HDFC Hybrid Fairness Fund(G)-Direct Plan(Adjusted)2.5411
Tata Hybrid Fairness Fund(G)-Direct Plan0.6001
Nippon India Fairness Hybrid Fund(G)-Direct Plan0.5769
JM Fairness Hybrid Fund(G)-Direct Plan0.4650
Mahindra Manulife Aggressive Hybrid Fund(G)-Direct Plan0.4141
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 Title17 Months
Parag Parikh Tax Saver Fund(G)-Direct Plan2.2470
Kotak Tax Saver Fund(G)-Direct Plan1.9510
PGIM India ELSS Tax Saver Fund(G)-Direct Plan1.1237
Quant Tax Plan(G)-Direct Plan0.6843
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 Title17 Months
HDFC Flexi Cap Fund(G)-Direct Plan5.7888
ICICI Pru Flexicap Fund(G)-Direct Plan1.4697
JM Flexicap Fund(G)-Direct Plan0.3343
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

Centered 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 Centered 30 Fund(G)-Direct Plan9.7990
Mahindra Manulife Centered Fund(G)-Direct Plan1.5674
Franklin India Centered Fairness Fund(G)-Direct Plan-0.0025
ICICI Pru Centered Fairness Fund(G)-Direct Plan-0.5322
Quant Centered Fund(G)-Direct Plan-1.2491
Canara Rob Centered Fairness Fund(G)-Direct Plan-1.5719
Tata Centered Fairness Fund(G)-Direct Plan-2.3730
IIFL Centered Fairness Fund(G)-Direct Plan-3.1043
JM Centered Fund(G)-Direct Plan-3.3030
Nippon India Centered Fairness Fund(G)-Direct Plan-3.6470
Kotak Centered Fairness Fund(G)-Direct Plan-3.8964
Baroda BNP Paribas Centered Fund(G)-Direct Plan-3.9465
UTI Centered Fairness Fund(G)-Direct Plan-4.4697
IDBI Centered 30 Fairness Fund(G)-Direct Plan-5.1708
Aditya Birla SL Centered Fairness Fund(G)-Direct Plan-5.1894

Giant & 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 Title17 Months
Tata Giant & Mid Cap Fund(G)-Direct Plan2.0431
ICICI Pru Giant & Mid Cap Fund(G)-Direct Plan1.4554
Kotak Fairness Opp Fund(G)-Direct Plan1.3373
Quant Giant & Mid Cap Fund(G)-Direct Plan1.1392
Motilal Oswal Giant & Midcap Fund(G)-Direct Plan-0.3840
Bandhan Core Fairness Fund(G)-Direct Plan-0.8401
HDFC Giant and Mid Cap Fund(G)-Direct Plan-1.4025
Navi Giant & Midcap Fund(G)-Direct Plan-2.9366
Edelweiss Giant & Mid Cap Fund(G)-Direct Plan-3.1469
UTI Core Fairness Fund(G)-Direct Plan-3.6913
Financial institution of India Giant & Mid Cap Fairness Fund(G)-Direct Plan-4.1610
DSP Fairness Alternatives Fund(G)-Direct Plan-4.4328

Giant 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 dangerous!
Scheme Title17 Months
Nippon India Giant Cap Fund(G)-Direct Plan1.6100
HDFC Prime 100 Fund(G)-Direct Plan0.8979
ICICI Pru Bluechip Fund(G)-Direct Plan-0.3906
Edelweiss Giant Cap Fund(G)-Direct Plan-2.3101
JM Giant Cap Fund(G)-Direct Plan-2.4327
SBI BlueChip Fund(G)-Direct Plan-2.9927
Baroda BNP Paribas Giant Cap Fund(G)-Direct Plan-3.0859
Tata Giant Cap Fund(G)-Direct Plan-3.7060
Aditya Birla SL Frontline Fairness Fund(G)-Direct Plan-3.9594
DSP Prime 100 Fairness Fund(G)-Direct Plan-4.4765
Canara Rob Bluechip Fairness Fund(G)-Direct Plan-4.5141
Mahindra Manulife Giant Cap Fund(G)-Direct Plan-4.5726
Indiabulls Blue Chip Fund(G)-Direct Plan-4.6401
PGIM India Giant Cap Fund(G)-Direct Plan-4.8531
IDBI India Prime 100 Fairness Fund(G)-Direct Plan-5.0779
Mirae Asset Giant 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 Title17 Months
Motilal Oswal Midcap Fund(G)-Direct Plan9.6655
Quant Mid Cap Fund(G)-Direct Plan5.4537
HDFC Mid-Cap Alternatives Fund(G)-Direct Plan2.8572
SBI Magnum Midcap Fund(G)-Direct Plan2.4008
Kotak Rising Fairness Fund(G)-Direct Plan0.9994
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 dangerous, however it is a fairly new class and a more recent benchmark! Please don’t get enthusiastic about this. Additionally, see: Solely 3 out of 28 mid cap MFs constantly beat Nifty Midcap 150!
Scheme Title17 Months
Nippon India Multi Cap Fund(G)-Direct Plan4.7643
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 Plan2.6955

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. Nonetheless, in case you use NIFTY500 Worth 50 – TRI 5.3578%, none of them outperformed! This can be a checklist of all of them.
Scheme Title17 Months
ICICI Pru Worth Discovery Fund(G)-Direct Plan5.1237
Canara Rob Worth Fund(G)-Direct Plan4.4334
Bandhan Sterling Worth Fund(G)-Direct Plan1.9255
JM Worth Fund(G)-Direct Plan0.6374
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 typical in the course of the bear market during the last 17 months. That is according to out earlier, extra detailed examine: Do lively mutual funds supply draw back safety? Or is it a delusion? Nonetheless, that is sufficient proof to decide on lively slightly than passive funds.

Do share this text with your pals utilizing the buttons beneath.

🔥Get pleasure from large reductions on our programs and robo-advisory device! 🔥

Use our Robo-advisory Excel Device for a start-to-finish monetary plan! Greater than 1000 traders and advisors use this!

New Device! => Observe your mutual funds and shares investments with this Google Sheet!

  • Observe us on Google Information.
  • Do you might have a remark concerning the above article? Attain out to us on Twitter: @freefincal or @pattufreefincal
  • Be part of our YouTube Group and discover greater than 1000 movies!
  • Have a query? Subscribe to our e-newsletter with this way.
  • Hit ‘reply’ to any e mail from us! We don’t supply personalised funding recommendation. We are able to write an in depth article with out mentioning your identify when you have a generic query.

Get free cash administration options delivered to your mailbox! Subscribe to get posts by way of e mail!

Discover the location! Search amongst our 2000+ articles for info and perception!

About The Writer

Pattabiraman editor freefincalDr M. Pattabiraman(PhD) is the founder, managing editor and first writer of freefincal. He’s an affiliate professor on the Indian Institute of Expertise, Madras. He has over 9 years of expertise publishing information evaluation, analysis and monetary product improvement. Join with him by way of Twitter or Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You might be wealthy too with goal-based investing (CNBC TV18) for DIY traders. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for teenagers. He has additionally written seven different free e-books on numerous cash administration matters. He’s a patron and co-founder of “Price-only India,” an organisation selling unbiased, commission-free funding recommendation.

Our flagship course! Study to handle your portfolio like a professional to realize your objectives no matter market situations! Greater than 3000 traders and advisors are a part of our unique group! Get readability on easy methods to plan on your objectives and obtain the mandatory corpus it doesn’t matter what the market situation is!! Watch the primary lecture without cost!  One-time fee! No recurring charges! Life-long entry to movies! Cut back concern, uncertainty and doubt whereas investing! Discover ways to plan on your objectives earlier than and after retirement with confidence.

Our new course!  Improve your earnings by getting individuals to pay on your abilities! Greater than 700 salaried staff, entrepreneurs and monetary advisors are a part of our unique group! Discover ways to get individuals to pay on your abilities! Whether or not you’re a skilled or small enterprise proprietor who needs extra purchasers by way of on-line visibility or a salaried individual wanting a aspect earnings or passive earnings, we’ll present you easy methods to obtain this by showcasing your abilities and constructing a group that trusts you and pays you! (watch 1st lecture without cost). One-time fee! No recurring charges! Life-long entry to movies!   

Our new e book for teenagers: “Chinchu will get a superpower!” is now obtainable!

Both boy and girl version covers of Chinchu gets a superpower
Each boy and lady model covers of Chinchu will get a superpower.

Most investor issues might be traced to an absence of knowledgeable decision-making. We have all made dangerous selections and cash errors once we began incomes and spent years undoing these errors. Why ought to our youngsters undergo the identical ache? What is that this e book about? As dad and mom, what wouldn’t it be if we needed to groom one skill in our youngsters that’s key not solely to cash administration and investing however to any side of life? My reply: Sound Choice Making. So on this e book, we meet Chinchu, who’s about to show 10. What he needs for his birthday and the way his dad and mom plan for it and train him a number of key concepts of choice making and cash administration is the narrative. What readers say!

Feedback from a young reader after reading Chinchu gets a Superpower (small version)
Suggestions from a younger reader after studying Chinchu will get a Superpower!

Should-read e book even for adults! That is one thing that each mother or father ought to train their children proper from their younger age. The significance of cash administration and choice making based mostly on their needs and desires. Very properly written in easy phrases. – Arun.

Purchase the e book: Chinchu will get a superpower on your baby!

The best way to revenue from content material writing: Our new e-book for these taken with getting aspect earnings by way of content material writing. It’s obtainable at a 50% low cost for Rs. 500 solely!

Wish to test if the market is overvalued or undervalued? Use our market valuation device (it’ll work with any index!), otherwise you purchase the brand new Tactical Purchase/Promote timing device!

We publish month-to-month mutual fund screeners and momentum, low volatility inventory screeners.

About freefincal & its content material coverage Freefincal is a Information Media Group devoted to offering authentic evaluation, reviews, opinions and insights on mutual funds, shares, investing, retirement and private finance developments. We accomplish that with out battle of curiosity and bias. Observe us on Google Information. Freefincal serves greater than three million readers a 12 months (5 million web page views) with articles based mostly solely on factual info and detailed evaluation by its authors. All statements made might be verified from credible and educated sources earlier than publication. Freefincal doesn’t publish any paid articles, promotions, PR, satire or opinions with out information. All opinions offered will solely be inferences backed by verifiable, reproducible proof/information. Contact info: letters {at} freefincal {dot} com (sponsored posts or paid collaborations is not going to be entertained)

Join with us on social media

Our publications

You Can Be Wealthy Too with Objective-Based mostly Investing

You can be rich too with goal based investingPrinted by CNBC TV18, this e book is supposed that can assist you ask the precise questions and search the proper solutions, and because it comes with 9 on-line calculators, you can even create customized options on your life-style! Get it now.

Gamechanger: Overlook Startups, Be part of Company & Nonetheless Dwell the Wealthy Life You Need Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis e book is supposed for younger earners to get their fundamentals proper from day one! It should additionally show you how to journey to unique locations at a low value! Get it or reward it to a younger earner.

Your Final Information to Journey

Travel-Training-Kit-Cover-new That is an in-depth dive evaluation into trip planning, discovering low-cost flights, funds lodging, what to do when travelling, and the way travelling slowly is best financially and psychologically with hyperlinks to the online pages and hand-holding at each step. Get the pdf for Rs 300 (immediate obtain)