Mutual fund performance against their Benchmarks

Mutual fund performance against their Benchmarks

Comparison of Mutual Fund schemes of each category like large Cap, Mid Cap and Diversified schemes against their benchmark. The top schemes in each category have been compared.

In the Large Cap funds category the top performing fund at present is SBI Blue Chip fund and it is compared with Nifty Index which is a large cap index.

SBIBlu-to-Nifty

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

In the Mid Cap category Mirae Emerging Bluechip, one of the top performing funds is compared with the Mid Cap Index.

Mirae-Midcap

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

In the Diversified category, all time leader ICICI Exports is compared with the Service Sector index.

ICServ-to-Service

About Author

Ramesh Sigamani

Ramesh Sigamani

With over 3 decades of experience in capital market investments, Ramesh Sigamani is a trusted Financial Planner par excellence. He works personally with individuals and corporates to build a strong investment portfolio that stands firm against market volatilities and delivers time & time again.

Related posts

Why Mutual Funds May Trump Real Estate as An Investment Option?

We Indians are believers in creating assets and leaving it behind for the next generations. Saving up and funding assets is a must, for most Indian families. So, what kind of assets do we look at investing in? In a typical Indian family, it will mostly be gold, real...

Read More

Is investing in Gold a Good Option for Akshaya Tritiya?

Akshaya Tritiya is almost here with the festival falling on 18th April this year. This festival is considered, a very auspicious one. The name itself suggests that it is the third lunar day (Tritiya) of the Hindu calendar, indicating unending prosperity (Akshaya). Tradition has it that this very auspicious day is for...

Read More

How investing in SIPs can make you a crorepati

Everybody wants a reward while nobody would like the risk on working towards it. This is also the main reason for the popularity of systematic investment plans, or SIPs, which give investors the option of gaining from market while reducing the risk of volatility that is inherent in all financial markets....

Read More

Give a Reply