Returns from mutual fund schemes over the past year show a wide gap between the best- and worst-performing funds across categories, underscoring the importance of scheme selection for investors. Here are the top performers across categories against their benchmark and category average, as reported by ET Bureau.
iStock
2/10
Large cap funds
In the large cap category, Quant Largecap Fund was the top performer as the fund delivered 8.53% in the last one year against 1.3% as the category average and 0.3% by the benchmark (Nifty 100). The worst performing fund was Samco Largecap Fund who lost 8.4% in the same period.
ETMarkets.com
3/10
Large & mid cap funds
In the large & mid cap category, HSBC Large & Midcap Fund was the top performer as the fund delivered 12.36% in the last one year against 3.7% as the category average and 4.01% by the benchmark (Nifty LargeMidcap 250). The worst performing fund was Samco Large and Midcap Fund who lost 8.25% in the same period.
ETMarkets.com
4/10
Focused funds
In the focused fund category, Motilal Oswal Focused Fund was the top performer as the fund delivered 15.5% in the last one year against 3.6% as the category average and 2.1% by the benchmark (BSE 500). The worst performing fund was Franklin Focused Fund who lost 4.64% in the same period.
ETMarkets.com
5/10
Flexicap funds
In the flexi cap category, Quant Flexicap Fund was the top performer as the fund delivered 12.29% in the last one year against 2.9% as the category average and 2.15% by the benchmark (Nifty 500). The worst performing fund was Samco Flexicap Fund who lost 5.75% in the same period.
ETMarkets.com
6/10
Value funds
In the value fund category, LICMF Value Fund was the top performer as the fund delivered 16.53% in the last one year against 4% as the category average and 2.15% by the benchmark (Nifty 500). The worst performing fund was Sundaram Value Fund who lost 3.83% in the same period.
ETMarkets.com
7/10
Midcap funds
In the mid cap category, HSBC Midcap Fund was the top performer as the fund delivered 19.09% in the last one year against 8% as the category average and 7.75% by the benchmark (Nifty Midcap 150). The worst performing fund was Motilal Oswal Midcap Fund which lost 0.44% in the same period.
ETMarkets.com
8/10
Smallcap funds
In the small cap category, TrustMF Small Cap Fund was the top performer as the fund delivered 27.39% in the last one year against 7.2% as the category average and 4.02% by the benchmark (Nifty Smallcap 250). The worst performing fund was Tata Smallcap Fund which lost 5.08% in the same period.
ETMarkets.com
9/10
Multicap funds
In the multi cap category, Trust Multicap Fund was the top performer as the fund delivered 16.07% in the last one year against 5% as the category average and 3.16% by the benchmark (Nifty 500 Multicap 50:25:25). The worst performing fund was Samco Multicap Fund which lost 9.8% in the same period.
ETMarkets.com
10/10
Expert take
"Investors need to understand the style of investing, track record of the investment team in terms of which cycle they are able to play well, portfolio construct and suitability, analyst team strength and coverage universe of stocks," says Nirav Karkera, head of research at W by Groww.