- 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 Funds||Rating||Benchmark||1-year Return||1-year Benchmark Return||3-year Return||3-year Benchmark Return||5-year Return||5-year Benchmark Return||10-year Return||10-year Benchmark Return|
|Mirae Asset Large Cap Fund||5 Star||S&P BSE 100 TRI||-1.03%||-3.19%||10.92%||9.49%||13.09%||9.42%||16.25%||10.90%|
|Reliance Growth Fund||3 Star||S&P BSE Mid Cap TRI||-6.07%||-15.52%||6.30%||3.34%||10.44%||10.04%||11.71%||11.10%|
|Franklin India Prima Fund||4 Star||S&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 Star||S&P BSE Mid Cap TRI||-4.25%||-15.52%||10.18%||3.34%||12.44%||10.04%||-||-|
|HDFC Mid-Cap Opportunities Fund||4 Star||S&P BSE Mid Cap TRI||-13.43%||-15.52%||4.94%||3.34%||11.71%||10.04%||17.94%||11.10%|
|DSP Midcap Fund||4 Star||S&P BSE Mid Cap TRI||-8.90%||-15.52%||6.21%||3.34%||13.30%||10.04%||16.65%||11.10%|
|SBI Focused Equity Fund||5 Star||S&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 Star||S&P BSE 500 TRI||-7.89%||-6.32%||8.57%||8.51%||15.97%||9.62%||-||-|
|Axis Focused 25 Fund||5 Star||S&P BSE Sensex 50 TRI||-4.85%||-1.94%||12.33%||10.58%||14.06%||9.93%||-||-|
|SBI Small Cap Fund||5 Star||S&P BSE Small Cap TRI||-13.19%||-24.23%||11.18%||1.76%||18.32%||6.19%||-||-|
|Reliance Small Cap Fund||4 Star||S&P BSE Small Cap TRI||-18.63%||-24.23%||7.91%||1.76%||13.43%||6.19%||-||-|
|HDFC Small Cap Fund||5 Star||S&P BSE Small Cap TRI||-15.09%||-24.23%||9.11%||1.76%||12.72%||6.19%||14.01%||8.73%|
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
- 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’.