How your equity MFs performed in the last 5 yrs | Economic Times

ET Wealth analyses the return profile of equity mutual funds across time periods and categories for all fund houses.Outperformance remains the domain of a select fewFunds across categories have struggled to beat indices over the past year. This marks significant deterioration in return profile when compared to performance in year ending 2019. The biggest downward shift in outperformance was seen in mid and small-cap funds over one year. However, these have put in a good show over 3 & 5-year time frames. Other than mid and small-cap funds, others have lagged index even over longer periods. However, better performance figures in AUM terms shows that a few larger sized funds have exhibited better outperformance in categories like ELSS, large & mid-cap, large-cap and mid-cap.%of schemes outperforming chosen index 80300613%of AUM outperforming chosen index 80300628Only few asset managers boast a healthy outperformance track recordThese AMCs have shown the ability to outperform across different scheme mandates over the long-term. 80300658Just a handful of funds have exhibited consistencyThese schemes outperformed in at least four of past five calendar years 2016-2020. 80300668These funds have delivered highest outperformance over index 80300674 80300681