Best performing funds in last 3 months

Best performing funds in last 3 months

Shashikant Singh
/ Categories: Mutual Fund

The last three months have been exceptionally good for the equity market. The equity indices have gained continuously for the last three months. During this period, Nifty 50 and BSE Sensex has gained by almost 17 per cent each. The mid-cap and small-cap index has performed even better. Indices dedicated to mid-cap and small-cap have given a return of 21 per cent and 28 per cent, respectively. The funds dedicated to these market caps performed better than the indices. For example, small-cap dedicated funds in the last three months have given a return of 37.26 per cent on average.

Category

Average Return (%)

3 months

Small Cap

37.26

Sectoral - Auto

30.92

Sectoral - Technology

30.69

Sectoral - Energy / Power

28.39

Mid Cap

28.15

Sectoral - Financial Services

26.67

Value / Contra

25.43

Sectoral - Pharma

24.08

Large & Mid Cap

23.93

Sectoral - Infrastructure

23.90

Thematic - Dividend Yield

23.68

Index Funds

23.28

Tax Saving (ELSS)

23.19

Thematic

22.52

Multi Cap

22.01

Large Cap

20.20

Thematic - Consumption

19.15

Thematic - MNC

18.25

International

11.65

 

When it comes to individual funds, they have performed far better than the category average. Following is the list of funds that have generated the best returns in the last three months. In the large-cap category, Nippon India has generated the best return, followed by Mirae Asset Large-Cap.

 

Best large-cap fund in the last three months

Funds

Fund Manager

AUM(in Rs cr)

Expense Ratio

(%)

 NAV

Return(%)

3 months

Nippon India Large Cap Fund(G)

Sailesh Raj Bhan

10237.5

1.83

32.4

26.42

Mirae Asset Large Cap Fund-Reg(G)

Gaurav Misra

17650

1.66

53.06

24.98

Edelweiss Large Cap Fund(G)

Bharat Lahoti

188.3

2.44

37.12

23.28

Aditya Birla SL Frontline Equity Fund(G)

Mahesh Patil

17480.2

1.84

223.88

22.86

SBI BlueChip Fund-Reg(G)

Sohini Andani

21980.3

1.69

40.2

22.58

 

Multi-cap funds have generated returns similar to the large-cap funds and Parag Parikh Long Term Equity fund has remained the best performing fund.

 

Best multi-cap fund in the last three months

Funds

Fund Manager

AUM(in Rs cr)

Expense Ratio

(%)

 NAV

Return (%)

3 months

Parag Parikh Long Term Equity Fund-Reg(G)

Rajeev Thakkar

4014.3

1.97

31.6

26.68

Quant Active Fund(G)

Ankit Pande

16.2

2.48

222.71

35.51

Taurus Ethical Fund-Reg(G)

Prasanna Pathak

41.6

2.3

58.12

19.27

SBI Focused Equity Fund-Reg(G)

R. Srinivasan

9506.3

1.76

153.42

22.28

UTI Equity Fund-Reg(G)

Ajay Tyagi

10581

1.99

157.86

25.32

 

The best performing mid-cap funds have generated returns in excess of 30 per cent in the last three months and ICICI Prudential MidCap Fund has been the best performing fund.

 

Best mid-cap fund in the last three months

Funds

Fund Manager

AUM(in Rs cr)

Expense Ratio

(%)

 NAV

Return (%)

3 months

ICICI Pru Midcap Fund(G)

Prakash Gaurav Goel

1739.6

2.23

95.81

35.46

PGIM India Midcap Opp Fund-Reg(G)

Aniruddha Naha

194.1

2.49

22.1

33.62

Nippon India Growth Fund(G)

Manish Gunwani

6508.6

1.95

1194.48

33.15

Aditya Birla SL Midcap Fund(G)

Anil Shah

2136.9

2.26

272.89

32.16

HDFC Mid-Cap Opportunities Fund(G)

Chirag Setalvad

20544.4

1.72

56.13

32.1

 

The star performer of equity fund during the last three months is small-cap dedicated fund, which has delivered returns in excess of 40 per cent.

 

Best Small Cap Fund in Last Three Months

Funds

Fund Manager

AUM(in Rs cr)

Expense Ratio

(%)

 NAV

Return (%)

3 months

ICICI Pru Smallcap Fund(G)

Sankaran Naren

1199.4

2.22

26.35

44.23

DSP Small Cap Fund-Reg(G)

Vinit Sambre

4650.3

1.98

60.19

42.98

Nippon India Small Cap Fund(G)

Samir Rachh

8321.9

2.13

42.54

40.89

HDFC Small Cap Fund-Reg(G)

Chirag Setalvad

7850.5

1.97

39.2

40.78

Kotak Small Cap Fund(G)

Pankaj Tibrewal

1493.6

2.15

78.75

39.75

 

One of the peculiarities of the above list is that the funds from Axis AMC are conspicuous by their absence. They have not appeared in the list of top five funds even in a single category.

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