57% of equity MFs outperformed respective benchmarks in June; Multi Cap Funds lead: PL Wealth Management
8 months ago

57% of equity MFs outperformed respective benchmarks in June; Multi Cap Funds lead: PL Wealth Management

Live Mint  

PL Wealth Management found that 57% of equity funds outperformed benchmarks in June, with Multi Cap Funds leading. PL Wealth Management, the wealth management arm of Prabhudas Lilladher, in its latest mutual fund performance analysis, observed that 57 percent of equity funds outperformed their respective benchmarks in June. Source: PL AMFI June data In the previous month, inflows into equity mutual funds surged by a substantial 17 percent, reaching a record high of ₹40,608 crore. Notably, Multi Cap Funds ranked second in terms of inflows among equity mutual funds, experiencing a 78 percent rise in inflows to ₹4,708 crore in June.

Equity Wealth Management Wealth Management Mutual Funds Investors Crore Adfree Funds Mutual Equity Mutual Funds Cap Inflows Nfo Respective Benchmarks Equity Funds Multi Cap Funds Respective Pl Wealth Management Cap Funds Benchmarks Outperformed Multi  funds  respective  cap  management  inflows  equity  pl  adfree  crore  wealth  mfs  lead  mutual  benchmarks  multi  investors  outperformed

History of this topic

While Nifty50 is down 14%, these large cap mutual funds gave positive returns in past 1 year, check list here
1 week, 1 day ago

While Nifty50 is down 14%, these large cap mutual funds gave positive returns in past 1 year, check list here

Live Mint  

Benchmark indices – Nifty50 and BSE Sensex -- have witnessed a significant fall in the past few months. Here, we examine if there are still some large cap mutual funds which delivered positive returns in the past one year. Mutual fund returns Since financial markets have been reeling under pressure, several large cap schemes have posted negative returns in the …

Only 26.12% of equity MFs outperformed benchmarks in January; smallcap funds lead: PL Wealth Study
2 weeks, 5 days ago

Only 26.12% of equity MFs outperformed benchmarks in January; smallcap funds lead: PL Wealth Study

Live Mint  

PL Wealth Management and PL Capital, the wealth management arm of Prabhudas Lilladher, released its latest study on mutual fund performance, highlighting a decline in the assets under management of equity mutual funds. Small Cap Funds Emerge as Top Performers Among the different mutual fund categories, small cap funds emerged as the best-performing segment, with 86.21 percent of schemes outperforming …

Best Mutual Funds: Top large-cap MFs outperforming the stock market in five years. Full list here
3 weeks ago

Best Mutual Funds: Top large-cap MFs outperforming the stock market in five years. Full list here

Live Mint  

Several top-performing large-cap mutual funds in India have demonstrated superior returns compared to their benchmarks, according to Mutual fund body AMFI data from February 21, 2025. Funds like the Nippon India Large Cap Fund, ICICI Prudential Bluechip Fund, and HDFC Large Cap Fund have outperformed indices such as the NIFTY 100 Total Return Index and BSE 100 Total Return Index. …

These mid cap, small cap mutual funds beat the benchmark index in past 3 years. Do you own any?
1 month, 2 weeks ago

These mid cap, small cap mutual funds beat the benchmark index in past 3 years. Do you own any?

Live Mint  

If you are planning to invest in a mutual fund scheme, it is quite usual to evaluate the past returns of that scheme and compare the same with its rivals in the same category. Mid cap funds For those who are not aware, mid cap mutual funds refer to the schemes which invest at least 65 per cent in mid …

WhiteOak Capital Large & Mid Cap Fund performance review analysis for January
2 months ago

WhiteOak Capital Large & Mid Cap Fund performance review analysis for January

Live Mint  

Whiteoak Capital Large & Mid Cap Fund Direct Growth performance review analysis for January: Whiteoak Capital Large & Mid Cap Fund Direct Growth, managed by the seasoned fund managers Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah, remains a prominent player in the Large & Mid-Cap. This detailed review of WhiteOak Capital Large & Mid Cap Fund evaluates its recent performance, comparing …

JM Midcap Fund performance review analysis for January
2 months ago

JM Midcap Fund performance review analysis for January

Live Mint  

JM Midcap Fund Direct Growth performance review analysis for January: JM Midcap Fund Direct Growth, managed by the seasoned fund managers Satish Ramanathan,Asit Bhandarkar,Chaitanya Choksi,Ruchi Fozdar, remains a prominent player in the Mid-Cap. This detailed review of JM Midcap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such as sharpe ratio …

TrustMF Flexi Cap Fund performance review analysis for January
2 months ago

TrustMF Flexi Cap Fund performance review analysis for January

Live Mint  

TrustMF Flexi Cap Fund Direct Growth performance review analysis for January: TrustMF Flexi Cap Fund Direct Growth, managed by the seasoned fund managers Mihir Vora,Aakash Manghani, remains a prominent player in the Flexi Cap. This detailed review of TrustMF Flexi Cap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe …

Union Multicap Fund performance review analysis for January
2 months ago

Union Multicap Fund performance review analysis for January

Live Mint  

Union Multicap Fund Direct Growth performance review analysis for January: Union Multicap Fund Direct Growth, managed by the seasoned fund managers Harshad Patwardhan,Sanjay Bembalkar, remains a prominent player in the Multi-Cap. This detailed review of Union Multicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. …

Mirae Asset Midcap Fund performance review analysis for January
2 months ago

Mirae Asset Midcap Fund performance review analysis for January

Live Mint  

Mirae Asset Midcap Fund Direct Growth performance review analysis for January: Mirae Asset Midcap Fund Direct Growth, managed by the seasoned fund managers Ankit Jain, remains a prominent player in the Mid-Cap. This detailed review of Mirae Asset Midcap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and analyzes key metrics such as sharpe ratio …

WhiteOak Capital Large & Mid Cap Fund performance review analysis for January
2 months ago

WhiteOak Capital Large & Mid Cap Fund performance review analysis for January

Live Mint  

Whiteoak Capital Large & Mid Cap Fund Direct Growth performance review analysis for January: Whiteoak Capital Large & Mid Cap Fund Direct Growth, managed by the seasoned fund managers Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah, remains a prominent player in the Large & Mid-Cap. This detailed review of WhiteOak Capital Large & Mid Cap Fund evaluates its recent performance, comparing …

Quant Mid Cap Fund performance review analysis for January
2 months ago

Quant Mid Cap Fund performance review analysis for January

Live Mint  

Quant Mid Cap Fund Growth Option Direct Plan performance review analysis for January: Quant Mid Cap Fund Growth Option Direct Plan, managed by the seasoned fund managers Sanjeev Sharma,Vasav Sahgal,Ankit A. Pande, remains a prominent player in the Mid-Cap. This detailed review of Quant Mid Cap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and …

Quant Large and Mid Cap Fund performance review analysis for January
2 months, 1 week ago

Quant Large and Mid Cap Fund performance review analysis for January

Live Mint  

Quant Large and Mid Cap Fund Growth Option Direct Plan performance review analysis for January: Quant Large and Mid Cap Fund Growth Option Direct Plan, managed by the seasoned fund managers Sanjeev Sharma,Vasav Sahgal,Ankit A. Pande, remains a prominent player in the Large & Mid-Cap. This detailed review of Quant Large and Mid Cap Fund evaluates its recent performance, comparing …

WhiteOak Capital Mid Cap Fund performance review analysis for January
2 months, 1 week ago

WhiteOak Capital Mid Cap Fund performance review analysis for January

Live Mint  

WhiteOak Capital Mid Cap Fund Direct Growth performance review analysis for January: WhiteOak Capital Mid Cap Fund Direct Growth, managed by the seasoned fund managers Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah, remains a prominent player in the Mid-Cap. This detailed review of WhiteOak Capital Mid Cap Fund evaluates its recent performance, comparing it to the NIFTY Midcap 150 index, and …

Best Mutual Funds 2024: THESE equity schemes across market caps delivered highest returns. Check list here
2 months, 2 weeks ago

Best Mutual Funds 2024: THESE equity schemes across market caps delivered highest returns. Check list here

Live Mint  

As the New Year 2025 has commenced, it is the right time to analyse the performance of mutual funds across different categories. Here, we list out the returns posted by equity mutual funds across market capitalisations i.e., large cap, mid cap and small caps. Large cap fund 1-year-return AUM WhiteOak Capital Large Cap Fund 20.73 686.42 DSP Top 100 Equity …

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year
3 months ago

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year

Live Mint  

If you are planning to invest in a mutual fund, then it is recommended to examine the past returns of that scheme vis-a-vis other schemes in the same category. Here we list out the schemes which have managed to beat the benchmark returns Large cap funds Large Cap schemes 1-year-return Aditya Birla Sun Life Frontline Equity Fund 24.48 Bandhan Large …

80% of equity mutual funds outperform respective benchmarks in October 2024, PL Wealth study finds
3 months, 3 weeks ago

80% of equity mutual funds outperform respective benchmarks in October 2024, PL Wealth study finds

Live Mint  

In October 2024, 80% of equities mutual funds beat their respective benchmarks, following a recent performance review by PL Wealth Management. The assets under management of stock mutual funds fell by 4.03% sequentially, from INR 26,43,291 crore in September 2024 to INR 25,36,803 crore in October 2024, excluding Sectoral/Thematic Funds. The study, which is based on 240 open-ended equity diversified …

Best Mutual Funds: These 7 large cap schemes gave over 35% return in the past 1 year. Check full list here
4 months, 1 week ago

Best Mutual Funds: These 7 large cap schemes gave over 35% return in the past 1 year. Check full list here

Live Mint  

It is common among investors to examine the past returns of a scheme before deciding to invest. Large cap funds Large cap mutual funds refer to the schemes which invest a minimum of 80 percent of their assets in large cap stocks. As we can see in the table below, seven large cap funds have delivered as high as 35 …

Multi-Cap Funds vs Flexi-Cap: Exploring the Distinctions and Implications for Investors
4 months, 2 weeks ago

Multi-Cap Funds vs Flexi-Cap: Exploring the Distinctions and Implications for Investors

Live Mint  

Multi-cap funds in India are gaining popularity due to their diversified approach that covers various market segments. While flexi-cap funds offer flexibility in allocation, multi-cap funds adhere to a 25% minimum allocation to large, mid, and small-cap stocks, providing a balanced approach to growth and diversification. The growing interest in multi-cap funds is driven by market valuations and the preference …

Best mutual funds to invest in large-cap, mid-cap and small-cap categories based on their past 3-year returns
7 months, 3 weeks ago

Best mutual funds to invest in large-cap, mid-cap and small-cap categories based on their past 3-year returns

Live Mint  

At the time of investing in a mutual fund, investors tend to evaluate the past returns of different schemes in the same category to make a comparative analysis. Large Cap Funds 3-year-return Baroda BNP Paribas Large Cap Fund 20.16 Nippon India Large Cap Fund 24.93 JM Large Cap Fund 21.97 ICICI Prudential Bluechip Fund 21.80 HDFC Top 100 Fund 21.58 …

Inflows into equity mutual funds surged for 35th month in a row: Report
1 year ago

Inflows into equity mutual funds surged for 35th month in a row: Report

Live Mint  

Thanks to a considerable surge in mutual fund inflows, total mutual funds’ assets under management hit a whopping ₹52.74 lakh crore last month against ₹50.78 lakh crore in December 2023. Top performing funds across market cap In the last one year, the top-performing large cap schemes which gave highest returns include Nippon India Large Cap Fund, Kotak Bluechip Fund and …

These 7 flexi-cap mutual funds gave over 18% annualised return in past 5 years
1 year, 1 month ago

These 7 flexi-cap mutual funds gave over 18% annualised return in past 5 years

Live Mint  

Before investing in a mutual fund scheme, investors often weigh the pros and cons of several factors. Here, we list out the top performing flexi cap mutual fund schemes based on their annualised returns in the past five years. The AUM of flexi cap fund category is highest among all equity fund categories such as value, focused, large cap, multi …

Best flexi cap mutual funds: Top 6 schemes beat the benchmark index returns
1 year, 4 months ago

Best flexi cap mutual funds: Top 6 schemes beat the benchmark index returns

Live Mint  

Flexi cap funds refer to the mutual fund schemes that are mandated to invest their assets across large cap, mid cap and small cap stocks with a minimum of 65 percent of assets in equity and equity-related instruments. These flexi cap mutual funds delivered maximum returns in the past three years: Flexi cap funds 3-year-returns Benchmark HDFC Flexi Cap Fund …

Top multi cap equity mutual funds to invest in
4 years, 6 months ago

Top multi cap equity mutual funds to invest in

Live Mint  

Mint50 brings a curated list of top 50 mutual funds on a regular basis to help you build your mutual fund portfolio. Here we present you the top multi cap mutual fund schemes to invest in 2020. Sebi defines a multi cap fund as an open-ended equity scheme investing across large cap, mid cap, small cap stocks. Here are the …

HDFC Mid-Cap Opportunities is largest mid-cap mutual fund. How it invests
4 years, 7 months ago

HDFC Mid-Cap Opportunities is largest mid-cap mutual fund. How it invests

Live Mint  

HDFC Mid-Cap Opportunites Fund managing assets worth ₹20,544 crore is the largest scheme in the mid cap mutual fund category. HDFC Mid-Cap Opportunities Fund's top five holdings include Balkrishna Industries, Aarti Industries, Ipca Laboratories, Cholamandalam Investment & Finance and Trent. The biggest mid cap mutual fund scheme has 13.67% of its portfolio invested in auto ancilliaries, 12% in pharma sector, …

Discover Related