List of funds giving returns higher than market since March
S&P BSE Sensex and S&P BSE 500 recorded an all-time high of 42,273.87 and 16,158.41, respectively as on January 20, 2020. However, in the month of March, it made a low of 25,638.90 and 9,758.33, respectively. It lost close to 40 per cent but also, made a stunning recovery of 54 per cent to 57 per cent (as on August 28, 2020) from March lows.
Having said that, there are funds that outperformed Sensex & BSE 500 in the recovery period (March 24, 2020 to August 28, 2020). In this article, we have curated a list of top 10 funds that were able to fetch returns higher than the market.
|
Fund Name
|
Category
|
Returns (%)
|
|
Quant Small Cap Fund
|
Small-Cap
|
103.49
|
|
Quant Tax Plan
|
ELSS
|
84.15
|
|
ICICI Prudential Commodities Fund
|
Thematic
|
82.05
|
|
Quant Active Fund
|
Multi-Cap
|
78.34
|
|
Quant Consumption Fund
|
Consumption
|
76.21
|
|
PGIM India Global Equity Opportunities Fund
|
FoF - Overseas
|
74.59
|
|
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
|
Pharma
|
72.32
|
|
DSP Healthcare Fund
|
Pharma
|
71.16
|
|
Quant Infrastructure Fund
|
Infrastructure
|
70.56
|
|
Nippon India Small Cap Fund
|
Small-Cap
|
70.55
|
It is to be noted that the above list is indicative in nature and does not assure the same performance in future. Hence, the investment needs to be done with due diligence.
It is important to have a financial plan in place but one must avoid taking unnecessary risks. Planning your investments beforehand in a smooth way will keep you stress-free for the rest of your life.