Best performing funds in last six months

Best performing funds in last six months

Shashikant Singh

The equity market, after showing some signs of nervousness in the month of July, has once again started to move higher.  The benchmark equity indices have gained as much as 8.5 per cent in the month of August. This has helped the frontline indices to gain 16 per cent in the last six months. Nevertheless, stock indices based on the broader market, IT & Metal generated returns in excess of 25 per cent, 35 per cent, and 45 per cent, respectively.     

When it comes to the performance of mutual funds, funds dedicated to IT and small-cap stocks top the chart while funds dedicated to the banking sector were the worst performers.  

Average return from different categories  

Category  

Returns (per cent)  

IT  

41.65  

Small-cap  

31.39  

Pharma  

25.39  

Energy  

24.32  

DIV Y  

23.97  

Multi-Cap  

22.65  

Mid-Cap  

22.28  

INFRA  

21.62  

Large & Mid-Cap  

21.00  

ESG  

20.99  

THEMATIC  

20.05  

Consumption  

19.91  

Flexi-Cap  

19.24  

MNC  

18.89  

ELSS  

18.73  

Value  

18.63  

Large Cap  

17.59  

PSU  

11.34  

International  

7.06  

BANK  

5.52  

  

When it comes to individual funds, there are almost nine funds that generated returns in excess of 40 per cent.  Out of this, most are IT and small-cap dedicated funds.   

Fund name  

Returns (per cent)  

Category  

Quant Small Cap Fund - Direct Plan  

49.24  

Small Cap  

ICICI Prudential Technology Fund - Direct Plan  

48.01  

IT  

ICICI Prudential Commodities Fund - Direct Plan  

48.00  

THEMATIC  

SBI Technology Opportunities Fund - Direct Plan  

46.57  

IT  

Tata Digital India Fund - Direct Plan  

44.57  

IT  

Aditya Birla Sun Life Digital India Fund - Direct Plan  

42.60  

IT  

SBI ETF IT  

42.09  

IT  

Nippon India ETF Nifty IT  

41.97  

IT  

ICICI Prudential IT ETF  

41.77  

IT  

Quant Consumption Fund - Direct Plan  

39.62  

Consumption  

Quant Infrastructure Fund - Direct Plan  

39.00  

INFRA  

Tata Small Cap Fund - Direct Plan  

38.99  

Small Cap  

IDFC Emerging Businesses Fund - Direct Plan  

37.31  

Small Cap  

L&T Emerging Businesses Fund - Direct Plan  

36.04  

Small Cap  

Canara Robeco Small Cap Fund - Direct Plan  

35.94  

Small Cap  

Previous Article Five stocks witnessing long built-up
Next Article Mirae Asset to launch S&P 500 Top 50 Index-based fund and Mirae Asset S&P 500 Top 50 ETF
Rate this article:
3.4

DALAL STREET INVESTMENT JOURNAL - DEMOCRATIZING WEALTH CREATION

Principal Officer: Mr. Shashikant Singh,
Email: principalofficer@dsij.in
Tel: (+91)-20-66663800

Compliance Officer: Mr. Rajesh Padode
Email: complianceofficer@dsij.in
Tel: (+91)-20-66663800

Grievance Officer: Mr. Rajesh Padode
Email: service@dsij.in
Tel: (+91)-20-66663800

Corresponding SEBI regional/local office address- SEBI Bhavan BKC, Plot No.C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra.
Tel: +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22 | E-mail : sebi@sebi.gov.in | Toll Free Investor Helpline: 1800 22 7575 | SEBI SCORES | SMARTODR