Amid falling equities, few mutual funds deliver positive returns
Equity markets saw declines over the past year. Mutual funds showed their ability to manage this period. Large-cap, large-and-midcap, and flexi-cap funds stood out. These funds limited investor losses. Some schemes achieved positive returns. They ...
These funds not only beat their benchmarks but also shielded investors from the sharper drawdowns seen in mid- and small-cap strategies, making them the relative winners in an otherwise weak year for equities.
Over the past year, when equities remained in the red, the real test for mutual funds has been their ability to limit losses or eke out gains. While the average returns of equity schemes have shrunk by 4–6%, categories such as large-cap, large and-midcap, and flexi-cap funds have stood out, with a handful of schemes posting one-year absolute returns. These funds not only beat their benchmarks but also shielded investors from the sharper drawdowns seen in mid- and small-cap strategies, making them the relative winners in an otherwise weak year for equities.
