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

What number of mutual funds outperformed throughout this bear market?

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What number of mutual funds outperformed throughout this bear market?

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A reader desires 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.

Be aware: No a part of this text or fund itemizing must be construed as funding recommendation, and no choice must 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

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 Title 17 Months
Tata Giant & Mid Cap Fund(G)-Direct Plan 2.0431
ICICI Pru Giant & Mid Cap Fund(G)-Direct Plan 1.4554
Kotak Fairness Opp Fund(G)-Direct Plan 1.3373
Quant Giant & Mid Cap Fund(G)-Direct Plan 1.1392
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 Title 17 Months
Nippon India Giant 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 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 High 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 High 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 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 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 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 Energetic 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. Nonetheless, for those who use NIFTY500 Worth 50 – TRI 5.3578%, none of them outperformed! It is 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 regular in the course of the bear market during the last 17 months. That is consistent with out earlier, extra detailed examine: Do lively mutual funds supply draw back safety? Or is it a fantasy? Nonetheless, that is sufficient proof to decide on lively moderately than passive funds.

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