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25 equity mutual funds consistently beat their benchmarks in 3, 5, 7 & 10 years

Around 25 equity mutual funds consistently beat benchmarks in various horizons, including ELSS, value, flexi cap funds. Market cap based schemes like large cap, mid cap, ELSS, flexi cap showed strong performance. Investment decisions should consider multiple factors beyond past performance.

India
Japan
Nippon
Sundaram-small-cap-fund
Long-term-equity-fund
Quant-focused-fund
Prudential-value-discovery-fund
Pru-value-discovery-fund
Quant-flexi-cap-fund
Jm-flexicap-fund
Jm-value-fund

40 equity mutual funds double lumpsum investments in three years. Take a look

We considered all equity mutual fund categories such as large cap, mid cap, large & mid cap, small cap, flexi cap, focused fund, multi cap, ELSS, value and contra fund categories. We considered regular and growth options. We looked at lumpsum investments made on April 9, 2021 to April 8, 2024.

Japan
Nippon
Mutual-fund
Long-term-equity-fund
Flexicap-fund
Quant-mutual-fund
Motilal-oswal-midcap-fund
Quant-small-cap-fund
Prudential-mutual-fund
Nippon-india-mutual-fund
Nippon-india-small-cap-fund

ELSS or tax saving funds offer 5% return in March quarter; 56% outperform their benchmark

Out of 39 ELSS schemes, one scheme gave double digit return, 37 schemes gave single-digit return and one scheme gave negative return

India
Quant-fund
Tax-saver-fund
Long-term-equity-fund
Term-equity-fund
Saver-fund
Franklin-india
Economic-times
Mutual-funds
Mutual-fund-news
Elss-funds

India's top performing mutual fund schemes in March 2024

India's top performing mutual fund schemes in March 2024
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Baroda
Gujarat
India
Japan
Red-sea
Djibouti-general
Djibouti
Nippon
Jerome-powell
Jm-flexi-cap-fund
Quant-active-fund
Edelweiss-liquid-fund

These 43 equity mutual fund schemes deliver up to 70% in FY24

We considered all equity categories such as large cap, mid cap, large & mid cap, small cap, ELSS, multi cap, flexi cap, focused fund, value, and contra fund categories for the analysis. We considered regular and growth option. We calculated returns from April 1, 2023 to March 26, 2024.

India
Japan
Nippon
Long-term-equity-fund
Mahindra-manulife-mutual-fund
Nippon-india-small-cap-fund
Quant-value-fund
Cap-opportunities-fund
Mutual-fund
Bandhan-mutual-fund
India-mutual-fund

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