Top 10 equity funds returning over 20% since June lows
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 |
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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