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60% of equity mutual funds outperform respective benchmarks in March

We considered equity categories such as large cap, large & mid-cap, mid cap, small cap, flexi cap, focused, contra, value-oriented, multi cap, and ELSS categories for the study. The trailing returns of the schemes were compared with their respective benchmarks in the same horizon. The trailing returns for March were calculated from March 1, 2024 to March 31, 2024.

Largecap funds deliver 6% in Jan-Mar quarter; Mirae Asset Large Cap Fund offers 1 69% return

large-cap funds: Screaming outperformance: 48% active large-cap funds beat benchmark in 2023 vs 12% a year ago

As per a SPIVA report, 75.4% of the mid- and small-cap funds have lagged the S&P BSE 400 MidSmallCap Index. However, the performance of actively managed large-cap funds has improved. According to the report, being overweight on real estate, utilities, and consumer discretionary have helped a slew of large-cap funds to outperform the broader market.

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