Best performing mutual funds in the month of February 2022

Best performing mutual funds in the month of February 2022

by 5paisa Research Team Last Updated: 2022-03-10T14:45:14+05:30

February 2022 was the affirmation of the negative bias witnessed in January 2022. In this article we have listed the best-performing equity, debt and hybrid funds for February 2022.

Markets (S&P BSE 500) were down mere by 0.4%, however, continued its southwards journey by ending the month almost 4% down. If we segregate it between the large-cap, mid-cap and small-cap, then S&P BSE 100, S&P BSE Mid-Cap and S&P BSE Small-Cap indices generated negative returns of 3.26%, 5.11% and 8.77%, respectively. Such a performance was amid the rising crude oil prices and weakening of the Indian rupee against dollar.

Due to the fact that the Federal Reserve is considering a rate hike, the Foreign Portfolio Investors (FPI) have sold profoundly to around Rs 35,592 crore in the month of February 2022. Moreover, compared to the other emerging markets, India is carrying a rich valuation which made the foreign investors think about safety amid geopolitical tensions between Russia and Ukraine. Inflation has also moved beyond the Reserve Bank of India’s range.

Having said that, in this article we have listed the best performing mutual funds in the month of February 2022. It is to be noted that for understanding the top-performing funds we have analysed funds based on their trailing returns. For equity and hybrid funds, we have assumed five-year annualised trailing returns and for debt funds, we have assumed three-year annualised trailing returns.

Equity Funds - Trailing Returns (%) 

1-Year 

3-Year 

5-Year 

Quant Active Fund 

29.11 

29.61 

22.00 

Quant Small Cap Fund 

48.21 

34.58 

20.36 

Axis Small Cap Fund 

31.73 

28.08 

20.32 

SBI Small Cap Fund 

19.63 

24.25 

19.80 

Nippon India Small Cap Fund 

29.97 

25.81 

19.19 

  

Debt Funds - Trailing Returns (%) 

1-Year 

3-Year 

5-Year 

IDFC G-Sec-Invest 

5.06 

9.49 

7.93 

Edelweiss Banking and PSU Debt Fund 

7.00 

9.36 

8.18 

Edelweiss Government Securities Fund 

5.78 

9.25 

7.80 

L&T Triple Ace Bond Fund 

5.99 

9.10 

7.73 

DSP G-Sec Fund 

4.48 

9.09 

7.55 

  

Hybrid Funds - Trailing Returns (%) 

1-Year 

3-Year 

5-Year 

BOI AXA Mid & Small Cap Equity & Debt Fund 

24.52 

19.32 

14.66 

Sundaram Equity Hybrid Fund 

27.10 

16.01 

14.18 

ICICI Pru Equity & Debt Fund 

24.25 

18.95 

14.13 

HDFC Retirement Savings Fund-Equity Plan 

16.39 

17.26 

14.00 

ICICI Pru Multi-Asset Fund 

23.70 

17.74 

13.33 

 

Also read: Inflows into equity MFs rose in February but not because more money came in. Here’s why


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