Mutual Fund Unlocked: Best performing categories in 2018

The year 2018 was a roller-coaster ride with some good happenings and bad events. Despite such a volatile year some of the mutual funds managed to cope even in such a situation. So let us find out which mutual fund categories faired in the year 2018.

So if we look at the returns provided by the above categories then the mutual fund dedicated to the technology sector have performed really very well with returns of 22.24 per cent. The reason being the earning performance of the IT stocks, specifically the IT giants as well as the rupee depreciation worked as a cherry on the cake. Even the large-cap MFs have fared well compared to other equity MFs in the year 2018 with returns of 2.73 per cent.

When we turn to the debt MF categories, despite the bad events like the IL&FS fiasco, they have turned out to be pretty well in 2018. To be specific gilt with 10-year constant duration and FMP (Fixed Maturity Plan) gave the highest returns among the debt mutual funds category with returns of 8.62 per cent and 7.18 per cent, respectively, followed by low duration, liquid, long duration, money market and ultra-short duration funds with returns of 6.98 per cent, 6.87 per cent, 6.76 per cent, 6.76 per cent, and 6.68 per cent, respectively.

2 comments on article "Mutual Fund Unlocked: Best performing categories in 2018"

Sachin Jangam

Not sure what article is trying to convey.. It will be good to write few articles but with problem/analysis statement, recommendation.. Rather than open ended one

1/5/2019 5:09 AM

DSIJ Intelligence

Thank you for writing. This article was actually more as an informative rather than a problem and solution oriented. In this article, we have tried to analyze which mutual fund categories performed best in 2018 and we have also analyzed the reason behind its performance. For instance if you view the mutual fund dedicated towards technology have performed well and we have stated the reasons behind its performance. Nonetheless, we will try to be more elaborate in our future articles.

1/7/2019 10:45 AM

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