These equity mutual funds outperformed their benchmark by wide margins in 2019

Capitalstars Investment Advisor

The year 2019 was a mixed bag for mutual fund investors. Sadly, around 50% of the actively-managed equity mutual fund schemes underperformed their benchmark in 2019 till date. However, the top performers delivered double-digit returns during the same period. Some of them have outperformed their respective benchmarks by wide margins.

ETMutualFunds.com sifted through the actively-managed equity mutual fund schemes data to find out the outliers in the category. Our intention was to find out the outperformers who have beaten their benchmarks and produced double-digit returns of more than 12% year to date. We were delighted to find that 46 schemes managed to pull off this feat in 2019.

In percentage terms, we can say 22% of the total equity schemes managed to defeat their benchmark, while delivering over 12% annualised year-to date returns.

We considered large cap, mid cap, large & mid cap, small cap, multi cap, tax-saving or ELSS, value-oriented, and focused schemes for the study.

Some of these performers deserve special mention. Despite a volatile stock market, they not only generated double digit returns, but outshined their benchmarks by wide margins.

Axis Small Cap Fund offered double-digit returns, while its benchmark was down by 11% at the beginning of the year till date. Most of the Axis mutual fund schemes have delivered superior returns in their respective categories, outpacing the benchmark by wide points.

IIFL Focused Equity Fund outperformed its benchmark by 16 percentage points.

None of the mid cap mutual fund schemes delivered over 12% in the current year so far. Axis Midcap Fund offered the highest returns in the category with 11%, followed by Motilal Oswal Midcap 30 Fund which has given 8% in the same time.

We will be happy to help you to select your mutual fund plan. Get more details here: Mcx Tips, Derivative-Free Trial, Stock tips Call on:9977499927

Capitalstars is a SEBI registered investment advisor. Schedule a call with Capitalstars investment consultant or drop a mail at backoffice@capiltalstars.in and we will get in touch with you. You may also call us on 9977499927

Investment trading in securities market is always subjected to market risks, past performance is not a guarantee of future performance. CapitalStars Investment Adviser: SEBI Registration Number: INA000001647

For more details call on 9977499927 or visit our website www.capitalstars.com