Top 10 equity funds returning over 20% since June lows

Top 10 equity funds returning over 20% since June lows

Mutual Funds
by 5paisa Research Team Last Updated: 2022-09-21T18:26:46+05:30

Nifty 50 made a swing low of 15,293.5 and began to bounce back and even equity funds started to rise. Here is the list of top 10 funds that returned over 20% since June lows. 

After making an all-time high of 18,477.05 on October 18, 2021, Nifty 50 nosedived 17.23% to make a swing low of 15,293.5 on June 17, 2022. However, from the swing lows market began to rally, thanks to the net buying from Foreign Institutional Investors (FII). 

From June 2022 to date, Nifty 50 returned around 16.5% Having said that, even equity mutual funds followed the suit. In fact, 82% of the equity mutual funds (excluding exchange traded funds) outpaced Nifty 50. 

Equity Mutual Fund Category 

Point to Point Returns (%) * 

Mid Cap Funds 

22.4 

Sectoral Funds - Financial Services 

25.6 

Sectoral Funds - Infrastructure 

23.9 

Thematic Funds 

19.0 

Large Cap Funds 

17.7 

ELSS Funds 

19.0 

Thematic Funds - Consumption 

22.9 

Flexi Cap Funds 

18.6 

Index Funds 

18.7 

Multi Cap Funds 

20.0 

Sectoral Funds - Energy/Power 

17.9 

Sectoral Funds - Auto 

24.8 

Small Cap Funds 

21.9 

Large & Mid Cap Funds 

19.9 

Value/Contra Funds 

20.0 

Thematic Funds - MNC 

16.4 

Thematic Funds - Dividend Yield 

16.5 

Sectoral Funds - Pharma 

10.4 

International Funds 

4.9 

Sectoral Funds - Technology 

4.2 

* Median point to point returns | Period: June 17, 2022 to September 20, 2022 

 As can be seen in the above table, barring a few categories, all others have outperformed Nifty 50. However, in this article, we have curated a list of the top 10 funds that generated returns over 20%. 

Funds 

AUM 
(Rs Crore) 

Standard Deviation 

Point to Point Returns (%) * 

Motilal Oswal Midcap Fund 

3,158 

19.27 

33.0 

LIC MF Banking & Financial Services Fund 

70 

20.43 

29.9 

Quant Infrastructure Fund 

667 

24.10 

28.7 

Quant ESG Equity Fund 

100 

23.98 

28.5 

Taurus Largecap Equity Fund 

36 

19.05 

28.2 

Quant Tax Plan 

1,787 

22.64 

28.2 

Nippon India Banking & Financial Services Fund 

3,663 

20.83 

27.9 

Nippon India Consumption Fund 

241 

16.46 

27.3 

Tata Banking & Financial Services Fund 

1,109 

19.60 

27.1 

Quant Flexi Cap Fund 

538 

21.07 

26.9 

* Median point to point returns | Period: June 17, 2022 to September 20, 2022 

  

Source: RupeeVest 

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About the Author

Our research team is composed of some highly qualified research professionals, their expertise range across sectors.

Disclaimer

Investment/Trading in securities Market is subject to market risk, past performance is not a guarantee of future performance. The risk of loss in trading and investment in Securities markets including Equites and Derivatives can be substantial.

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