Equity MFs See Modest Growth; Large Cap Funds Top Performers In March 2025: PL Wealth Study
PL Wealth Management's study shows equity mutual funds' AUM grew 7.68% from February to March 2025. 38.64% of 298 funds outperformed benchmarks.
Mutual Fund Performance: PL Wealth Management, PL Capital's Wealth Management arm, in its latest study on mutual fund performance analysis, cited that the AUM (assets under management) of equity mutual funds—excluding Sectoral/Thematic Funds— witnessed a modest growth of 7.68% from INR 23,12,571 crore in February 2025 to INR 24,90,218 crore in March 2025.
The study, which analysed 298 open-ended equity diversified funds, found that 38.64% of these funds outperformed their respective benchmarks over the past month, ending March 31, 2025. In total, 114 funds recorded outperformance during this period.
Large Cap Funds Outperform Mid & SmallCap Funds
Large Cap Funds was the best performing category where 71.88% of the schemes outperformed the benchmark. It was followed by Large & Mid Cap Funds and Mid Cap Funds which outperformed their respective benchmarks by 58.06% and 51.72% respectively during the month of March 2025.
Small Cap Funds were the least performing fund category with 10.00% of funds outperforming the benchmark.
Disclaimer: The views and investment tips by experts in this News18.com report are their own and not those of the website or its management. Users are advised to check with certified experts before taking any investment decisions.
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