Which equity mutual funds outperformed their benchmarks in 3 years? Here’s the list
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Toppers
These top 6 equity mutual fund schemes had the highest up capture ratio in 3 years, according to the data by ACE MF. We considered the schemes which had an up capture ratio of more than 130.
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What is the up capture ratio?
The up capture ratio signifies a fund’s performance when the stock market was bullish. If the ratio is more than 100, it indicates that the fund has managed to outperform its benchmark.
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Quant Value Fund
The scheme had the highest up capture ratio of 152.63. This indicates that the scheme has managed to outperform its benchmark by 1.52 times.
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Two flexi cap funds
Two flexi cap funds - Quant Flexi Cap Fund and NJ Flexi Cap Fund - had the up capture ratio of 135.98 and 135.65 respectively. This indicates that both the schemes have managed to beat their respective benchmarks by 1.35 times each.
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Two toppers from Quant Mutual Fund
Two schemes - Quant Large Cap Fund and Quant ELSS Tax Saver Fund - had the up capture of 131.82 and 131.03. This indicates that both the schemes have managed to beat their respective benchmarks by 1.31 times each.
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PGIM India Large and Mid Cap Fund
The up capture ratio of the scheme was 130.12. This indicates that the scheme outperformed its benchmark by 1.30 times in a three year period.
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From these fund houses
These six schemes were from Quant Mutual Fund, NJ Mutual Fund, and PGIM India Mutual Fund.