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Six large & mid cap schemes fail to beat benchmark in three consecutive years

Four schemes from the list - DSP Equity Opportunities Fund, Edelweiss Large & Mid Cap Fund, LIC MF Large & Midcap Fund, and Nippon India Vision Fund – have underperformed their benchmarks in 2023 so far.

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Mutual Funds returns - The Hindu BusinessLine

Mutual Funds returns - The Hindu BusinessLine
thehindubusinessline.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thehindubusinessline.com Daily Mail and Mail on Sunday newspapers.

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Mutual Funds returns - The Hindu BusinessLine

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7 equity mutual fund categories offer over 12% in 2023; small caps give 24%

Predictably, small cap funds topped the return chart. The small cap category gave an average return of around 24.13% in 2023. The category has around 24 schemes and Mahindra Manulife Small Cap Fund offered the highest return of around 34.65%, followed by Union Small Cap Fund which offered 30.83%.

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Mutual Funds returns - The Hindu BusinessLine

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