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Which Equity Mutual Funds Have Beaten their Benchmarks Across Periods?

Mutual Funds70 views

Highlights

  • Which is the best way to judge a fund's performance in the falling market?
  • Compare the returns of the fund and its benchmark
  • If the fund shows better performance than its benchmark, you can continue to invest in the same

At a time when the equity markets are tumbling more often than not, a few investors are leaving the route of wealth creation via equity mutual funds. Knee-jerk reaction is not warranted in the capital markets that go up and down considering the developments that take place. In the long-term, though, things even out. Even as most mutual funds are in red of late, they are still a lot better than their respective benchmarks, which can be either Sensex or Nifty. Performing above the benchmark is a positive statement for the particular mutual fund. Let’s see which are those funds that have achieved such a feat even as the market undergoes correction.

List of Equity Funds That Have Beaten Their Benchmark

The table below shows a sorted list of equity funds that have grossed more than their benchmark.

Equity Mutual FundsRatingBenchmark1-year Return1-year Benchmark Return3-year Return3-year Benchmark Return5-year Return5-year Benchmark Return10-year Return10-year Benchmark Return
Mirae Asset Large Cap Fund5 StarS&P BSE 100 TRI-1.03%-3.19%10.92%9.49%13.09%9.42%16.25%10.90%
Reliance Growth Fund3 StarS&P BSE Mid Cap TRI-6.07%-15.52%6.30%3.34%10.44%10.04%11.71%11.10%
Franklin India Prima Fund4 StarS&P BSE 150 MidCap TRI-8.48%-18.14%5.30%5.00%12.62%12.02%16.83%13.15%
Axis Midcap Fund
5 StarS&P BSE Mid Cap TRI-4.25%-15.52%10.18%3.34%12.44%10.04%--
HDFC Mid-Cap Opportunities Fund4 StarS&P BSE Mid Cap TRI-13.43%-15.52%4.94%3.34%11.71%10.04%17.94%11.10%
DSP Midcap Fund4 StarS&P BSE Mid Cap TRI-8.90%-15.52%6.21%3.34%13.30%10.04%16.65%11.10%
SBI Focused Equity Fund5 StarS&P BSE 500 TRI-0.80%6.32%10.52%8.51%9.62%12.97%11.05%18.26%
Motilal Oswal Multicap 35 Fund
5 StarS&P BSE 500 TRI-7.89%-6.32%8.57%8.51%15.97%9.62%--
Axis Focused 25 Fund
5 StarS&P BSE Sensex 50 TRI-4.85%-1.94%12.33%10.58%14.06%9.93%--
SBI Small Cap Fund
5 StarS&P BSE Small Cap TRI-13.19%-24.23%11.18%1.76%18.32%6.19%--
Reliance Small Cap Fund
4 StarS&P BSE Small Cap TRI-18.63%-24.23%7.91%1.76%13.43%6.19%--
HDFC Small Cap Fund
5 StarS&P BSE Small Cap TRI-15.09%-24.23%9.11%1.76%12.72%6.19%14.01%8.73%
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Note – The data is sourced from Value Research as on August 9, 2019, and pertains to the regular plan of the schemes shown above.

How to Invest in These Equity Funds?

You can invest in these equity funds via a Systematic Investment Plan (SIP) or lump sum. While you can invest in mutual funds via an SIP at any of the daily, weekly, fortnightly, monthly, quarterly, half-yearly or annual intervals. On the other hand, a lump sum investment is typically a one-time.

How to Invest in Equity Mutual Funds Online?

Investing in equity funds is simple at Wishfin, a premier online marketplace for financial products such as mutual funds. You must follow the steps below to start investing at Wishfin.

  • Go to www.wishfin.com
  • Click on ‘Mutual Funds’
  • Go to ‘Register’
  • Enter your mobile number
  • Click on ‘Get Started’
  • Mention your name, email ID, the city you live in
  • Create a password that conforms to alphabet, numeric and special character requirements
  • Click on ‘Sign Up’

Your account will be created by entering a few more details

After Login

  • Go to ‘Explore Mutual Funds’
  • Click on ‘Equity’ icon
  • A list of equity funds with different ratings, denoted in stars, will flash on the screen
  • Click on ‘Invest’ below any of the top-rated schemes you wish to invest in

Disclaimer – “Mutual fund investments are subject to market risks. Please read the scheme document carefully before investing’.