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The Print
01-05-2025
- Business
- The Print
Large-cap funds delivered better returns than Nifty; Small-cap funds struggled in March: Report
The report analysed the performance of 298 open-ended diversified equity schemes, excluding sectoral and thematic funds. Mumbai [Maharashtra], May 1 (ANI): In a mixed month for equity mutual funds, 38.64 per cent of actively managed schemes managed to outperform their respective benchmarks in March 2025, according to a study by PL Wealth Management, the wealth arm of PL Capital. It said 'Out of the 298 open-ended equity diversified funds, about 38.64 per cent of the funds were able to outperform their respective benchmarks over the past one month, ended March 31st, 2025'. While overall outperformance declined compared to the previous month–when 54.08 per cent of schemes beat their benchmarks–the study highlighted strong showings from a few key categories, especially large-cap funds. Large-cap funds delivered the best performance among all categories. About 71.88 per cent of schemes in this segment outperformed the NIFTY 50 TRI benchmark in March. This was followed by large & mid-cap funds, where 58.06 per cent of schemes beat the NIFTY LargeMidcap 250 TRI. Mid-cap funds also showed promising results, with 51.72 per cent outperforming the Nifty Midcap 150 TRI benchmark. On the other hand, small-cap funds struggled the most during the month. Only 10 per cent of these schemes managed to outperform the Nifty Smallcap 250 TRI, making it the weakest-performing category. For the month ended March 2025, benchmark indices posted strong returns. The Nifty 50 TRI gained 6.31 per cent, Nifty Midcap 150 TRI rose 7.73 per cent, and Nifty Smallcap 250 TRI delivered the highest return at 9.10 per cent. Despite this, less than 40 per cent of diversified equity funds could beat their respective benchmarks. The report also assessed the performance of 271 open-ended equity diversified schemes over a one-year period ending March 2025. During this time, 57.56 per cent of the schemes outperformed their respective benchmarks, although this too marked a decline from the 67.02 per cent outperformance rate recorded in the previous month. In terms of benchmark returns over one year, Nifty 50 TRI returned 6.65 per cent, Nifty Midcap 150 TRI gained 8.17 per cent, and Nifty Smallcap 250 TRI posted a return of 6.02 per cent. The data suggests that while actively managed funds have faced pressure in the short term, some categories–particularly large-cap and mid-cap–continue to offer scope for outperformance. However, the overall decline in the percentage of schemes beating benchmarks, both on a monthly and annual basis, indicates a challenging environment for fund managers. (ANI) This report is auto-generated from ANI news service. ThePrint holds no responsibility for its content.
Times of Oman
01-05-2025
- Business
- Times of Oman
Large-cap funds delivered better returns than Nifty; Small-cap funds struggled in March: Report
Mumbai: In a mixed month for equity mutual funds, 38.64 per cent of actively managed schemes managed to outperform their respective benchmarks in March 2025, according to a study by PL Wealth Management, the wealth arm of PL Capital. The report analysed the performance of 298 open-ended diversified equity schemes, excluding sectoral and thematic funds. It said "Out of the 298 open-ended equity diversified funds, about 38.64 per cent of the funds were able to outperform their respective benchmarks over the past one month, ended March 31st, 2025". While overall outperformance declined compared to the previous month--when 54.08 per cent of schemes beat their benchmarks--the study highlighted strong showings from a few key categories, especially large-cap funds. Large-cap funds delivered the best performance among all categories. About 71.88 per cent of schemes in this segment outperformed the NIFTY 50 TRI benchmark in March. This was followed by large & mid-cap funds, where 58.06 per cent of schemes beat the NIFTY LargeMidcap 250 TRI. Mid-cap funds also showed promising results, with 51.72 per cent outperforming the Nifty Midcap 150 TRI benchmark. On the other hand, small-cap funds struggled the most during the month. Only 10 per cent of these schemes managed to outperform the Nifty Smallcap 250 TRI, making it the weakest-performing category. For the month ended March 2025, benchmark indices posted strong returns. The Nifty 50 TRI gained 6.31 per cent, Nifty Midcap 150 TRI rose 7.73 per cent, and Nifty Smallcap 250 TRI delivered the highest return at 9.10 per cent. Despite this, less than 40 per cent of diversified equity funds could beat their respective benchmarks. The report also assessed the performance of 271 open-ended equity diversified schemes over a one-year period ending March 2025. During this time, 57.56 per cent of the schemes outperformed their respective benchmarks, although this too marked a decline from the 67.02 per cent outperformance rate recorded in the previous month. In terms of benchmark returns over one year, Nifty 50 TRI returned 6.65 per cent, Nifty Midcap 150 TRI gained 8.17 per cent, and Nifty Smallcap 250 TRI posted a return of 6.02 per cent. The data suggests that while actively managed funds have faced pressure in the short term, some categories--particularly large-cap and mid-cap--continue to offer scope for outperformance. However, the overall decline in the percentage of schemes beating benchmarks, both on a monthly and annual basis, indicates a challenging environment for fund managers.
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Business Standard
29-04-2025
- Business
- Business Standard
Only 39% of equity funds beat benchmarks in March: Large Caps lead the pack
Active fund managers struggled to keep pace in March 2025. According to the latest data analysed by PL Wealth Management, PL Capital's Wealth Management arm, only about 39 per cent of diversified equity mutual funds managed to beat their benchmarks in March 2025, a sharp dip from the 54% that outperformed in February. The latest mutual fund performance study by PL Wealth Management shows that the equity mutual fund universe—excluding sectoral and thematic schemes—saw AUM rise 7.68%, growing from Rs 23.13 lakh crore in February to Rs 24.90 lakh crore in March 2025. However, only 38.64% of the 298 open-ended diversified equity mutual funds managed to outperform their respective benchmarks during the month. Category-wise Performance of Equity Mutual Funds Large Cap Funds led the pack, with nearly 72% of schemes outperforming the Nifty 50 TRI—a rare win for actively managed large-cap strategies. In contrast, only 10% of Small Cap Funds managed to beat the Nifty Smallcap 250 TRI, despite the index's impressive 9.10% return in March. One-Year Perspective: Outperformance Slips For the 12 months ended March 2025: Nifty 50 TRI: 6.65% Nifty Midcap 150 TRI: 8.17% Nifty Smallcap 250 TRI: 6.02% Out of 271 equity diversified funds, 57.56% beat their benchmarks, down from 67.02% in February. This trend suggests that alpha generation has become more difficult as markets turn more selective. SIPs Remain a Bright Spot Despite short-term fluctuations in fund performance, Systematic Investment Plans (SIPs) continued to deliver steady returns. Over a 3-year period, SIPs in top-quartile equity funds generated average annual returns of over 12%, proving once again that disciplined, long-term investing pays off. Key Takeaways for Investors: Stick with SIPs: Volatility is part of the journey. Long-term investors using SIPs are still seeing solid returns. Don't chase short-term winners: Just 10% of small-cap funds beat their benchmark despite the index surging. Index returns don't guarantee fund success. While market momentum favored small- and mid-caps in March, the real winners were large-cap fund managers who successfully outperformed in a tough environment. "Out of the 271 open-ended equity diversified funds, about 57.56% of the funds were able to outperform their respective benchmarks over the past one year, ended March, 2025. Previous month, 67.02% of the schemes were able to beat their are advised to stick to their SIP investments and keep a long-term focus. SIPs over the past 3-years have yielded a return in excess of 12% p.a. on an average for the top quartile equity funds," said the study.
News18
28-04-2025
- Business
- News18
Equity MFs See Modest Growth; Large Cap Funds Top Performers In March 2025: PL Wealth Study
Last Updated: 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 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.
Time of India
28-04-2025
- Business
- Time of India
39% of equity mutual funds outperform respective benchmarks in March
Around 38.64% equity mutual funds outperformed their respective benchmarks over the past month, ending March 31, 2025. There were 298 open-ended equity diversified funds and 114 funds recorded outperformance during this period, according to a mutual fund performance analysis by PL Wealth Management. #Pahalgam Terrorist Attack India stares at a 'water bomb' threat as it freezes Indus Treaty India readies short, mid & long-term Indus River plans Shehbaz Sharif calls India's stand "worn-out narrative" Large cap mutual 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. Also Read | 19 gold ETFs, one glittering choice: Here's how to pick the best one Play Video Pause Skip Backward Skip Forward Unmute Current Time 0:00 / Duration 0:00 Loaded : 0% 0:00 Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 1x Playback Rate Chapters Chapters Descriptions descriptions off , selected Captions captions settings , opens captions settings dialog captions off , selected Audio Track default , selected Picture-in-Picture Fullscreen This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Text Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Transparent Caption Area Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Drop shadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like 3 Reasons to Plug This Into Your Home Today elecTrick - Save upto 80% on Power Bill Learn More Undo Source: ACE MF Small Cap Funds were the least performing fund category with 10.00% of funds outperforming the benchmark. Live Events The AUM (assets under management) of equity mutual funds—excluding Sectoral/Thematic Funds— witnessed a modest growth of 7.68% from Rs 23.12 lakh crore in February 2025 to Rs 24.90 lakh crore in March 2025. For the month ended March, 2025, monthly returns of Nifty 50 TRI, Nifty Midcap 150 TRI & Nifty Small Cap 250 TRI were 6.31%, 7.73% & 9.10% respectively. For the 1-year ended March, 2025, returns of Nifty 50 TRI, Nifty Mid Cap 150 TRI & Nifty Small Cap 250 TRI returns were 6.65%, 8.17% & 6.02% respectively. Out of the 271 open-ended equity diversified funds, about 57.56% of the funds were able to outperform their respective benchmarks over the past one year, ending March, 2025. Last month, 67.02% of the schemes were able to beat their benchmarks. 'Investors are advised to stick to their SIP investments and keep a long-term focus. SIPs over the past 3-years have yielded a return in excess of ~12% p.a. on an average for the top quartile equity funds,' the study further mentioned.
