Benchmark Indices vs Mutual Funds

With key Indices such as the Nifty & Sensex Surging to over 28% in 2017, It was undoubtedly a year of Equites. Retail investors who invested in a large manner into mutual funds were amply rewarded. Other asset classes remained lull with property prices ending flat or at a marginal increase of 2-3% in a few pockets, 10 Year G-secs yielding about 7.3% and a return of 6.9% & -9.15% on Gold & Silver.
2018, However seems to have begun on a somewhat expected bearish note. As the market attempted to correct the run-up in valuations against actual corporate earnings amidst the emerging banking scams and geopolitical instability. A clue to how the markets may do in the future could lie in their present valuations, while past data indicates a relatively stable zone for Nifty is at a P/E between 21 & 22 the present valuation at 25.35 indicates a furthercorrection could be imminent. This however should not deter long-term investors who’ve placed their bets in the right mutual funds and stocks.
While the Key indices did lose close to 10% in the last couple of months not All Mutual funds performed equally. Some performed significantly better than the others, indicating more robust investment strategies and better corporate governance. Complied together is a list of the best and worst performing mutual funds during the recent bear market. For new investors thinking of entering the markets it is a good idea to invest lump sum amounts in a diversified portfolio of balanced funds comprising of both equities & debt instruments or adopting a systematic investment approach by breaking up equity investments into regular intervals.
Index Vs Mutual Funds [Small Cap] 01.Feb.2018 - 28.Mar.2018

Benchmark Index Nav As on 28.Mar.2018
BSE Small Cap NAV

16994.36
Returns

-9.2%

Top 5 Best Performers - Small Cap
Franklin India Smaller Companies Fund NAV

58.87
Returns

-5.05%

DSP Blackrock Small and Mid cap Fund NAV

54.613
Returns

-4.29%

Kotak Emerging Equity Fund NAV

38.992
Returns

-4.41%

L&T Emerging Businesses Fund NAV

26.796
Returns

-5%

HDFC Small Cap Fund NAV

44.23
Returns

-3.34%


Graphical Comparison
Index Vs Mutual Funds [Small Cap] 01.Feb.2018 - 28.Mar.2018

Benchmark Index Nav As on 28.Mar.2018
BSE Small Cap NAV

16994.36
Returns

-9.2%

Top 5 Worst Performers - Small Cap
Sundaram S.M.I.L.E. Fund NAV

98.5058
Returns

-9.58%

Reliance Mid & Small Cap Fund NAV

45.6637
Returns

-9.21%

Aditya Birla Sun Life Small and Midcap Fund NAV

40.1155
Returns

-7.4%

Aditya Birla Sun Life Pure Value Fund NAV

60.2499
Returns

-9.35%

Sahara Star Value Fund NAV

24.4851
Returns

-7.14%


Graphical Comparison

Index Vs Mutual Funds [Mid Cap] 01.Feb.2018 - 28.Mar.2018

Benchmark Index Nav As on 28.Mar.2018
BSE Mid Cap NAV

15962.59
Returns

-8.07%

Top 5 Best Performers - Mid Cap
ICICI Prudential Midcap Fund NAV

98.49
Returns

-5.46%

SBI Magnum Midcap Fund NAV

79.2155
Returns

-5.08%

SBI Magnum Global Fund
NAV

171.1187
Returns

-4.8%

L&T Midcap Fund NAV

138.99
Returns

-6.58%

Axis Midcap Fund NAV

33.38
Returns

0.21%


Graphical Comparison
Index Vs Mutual Funds [Mid Cap] 01.Feb.2018 - 28.Mar.2018

Benchmark Index Nav As on 28.Mar.2018
BSE Mid Cap NAV

15962.59
Returns

-8.07%

Top 5 Worst Performers - Mid Cap
Tata Midcap Growth Fund NAV

134.2859
Returns

-7.55%

Reliance Mid & Small cap Fund NAV

45.6637
Returns

-9.21%

Mirae asset Emeging bluechip Fund
NAV

47.521
Returns

-8.91%

BNP Paribas Midcap Fund NAV

32.588
Returns

-9.93%

IDBI Midcap Fund NAV

11.46
Returns

-6.68%


Graphical Comparison

Index Vs Mutual Funds [Large Cap] 01.Feb.2018 - 28.Mar.2018

Benchmark Index Nav As on 28.Mar.2018
Sensex NAV

32968.68
Returns

-8.33%

Top 5 Best Performers - Large Cap
Sundaram Select Focus Fund NAV

160.3813
Returns

-5.82%

SBI Blue Chip Fund NAV

37.2226
Returns

-5.12%

IDFC Focused Equity Fund
NAV

38.3874
Returns

-6.13%

BOI AXA Equity Fund NAV

36.32
Returns

-6.66%

Kotak Select Focus Fund NAV

31.817
Returns

-6.61%


Graphical Comparison
Index Vs Mutual Funds [Large Cap] 01.Feb.2018 - 28.Mar.2018

Benchmark Index Nav As on 28.Mar.2018
Sensex NAV

32968.68
Returns

-8.33%

Top 5 Worst Performers - Large Cap
Reliance Vision Fund NAV

533.9554
Returns

-13.55%

Franklin Blue Chip Fund NAV

433.9091
Returns

-9%

HDFC Top 200 Fund
NAV

429.085
Returns

-10.96%

Reliance Top 200 Fund NAV

31.0234
Returns

-9.15%

IDFC Equity Fund NAV

29.7223
Returns

-9.03%


Graphical Comparison

Index Vs Mutual Funds [Sectoral] 01.Feb.2018 - 28.Mar.2018

Benchmark Index Nav As on 28.Mar.2018
Sensex NAV

32968.68
Returns

-8.33%

Top 5 Best Performers - Sectoral
Franklin India technology Fund NAV

140.3131
Returns

-2.44%

UTI transporation and Logistics fund NAV

118.1763
Returns

-5.31%

SBI FMCG Fund
NAV

115.1362
Returns

-3.64%

SBI Banking and Financial Services fund NAV

14.735
Returns

-5.45%

Tata India Consumer fund NAV

16.9699
Returns

-4.36%


Graphical Comparison
Index Vs Mutual Funds [Sectoral] 01.Feb.2018 - 28.Mar.2018

Benchmark Index Nav As on 28.Mar.2018
Sensex NAV

32968.68
Returns

-8.33%

Top 5 Worst Performers - Sectoral
Reliance Diversified Fund NAV

110.5256
Returns

-9.81%

HDFC Infrastructure  Fund NAV

18.636
Returns

-16.13%

DSP Blackrock Natural resources and New Energy Fund
NAV

33.897
Returns

-9.16%

Sundaram Financial Services oppurtunities Fund NAV

37.0709
Returns

-11.08%

Franklin Build India Fund NAV

39.5105
Returns

-10.32%


Graphical Comparison

Index Vs Mutual Funds [Balanced]
(≃ 60% Equity, 40% Debt)
01.Feb.2018 - 28.Mar.2018

Benchmark Index Nav As on 28.Mar.2018
Sensex NAV

32968.68
Returns

-8.33%

Top 5 Best Performers - Balanced
ICICI Prudential Balanced Advantage Fund NAV

33.11
Returns

-1.08%

L&T Dynamic Equity Fund NAV

22.736
Returns

-1.19%

BOI AXA Equity Debt Rebalancer Fund
NAV

14.7869
Returns

-0.87%

Aditya Birla Sunlife Balanced Advantage Fund NAV

49.74
Returns

-2.36%

AXIS Dynamic Equity Fund NAV

10.35
Returns

-1.43%


Graphical Comparison

Index Vs Mutual Funds [Balanced]
(~- 60% Equity, 40% Debt)
01.Feb.2018 - 28.Mar.2018

Benchmark Index Nav As on 28.Mar.2018
Sensex NAV

32968.68
Returns

-8.33%

Top 5 Worst Performers - Balanced
ICICI Prudential Balanced Fund NAV

124.89
Returns

-5.43%

TATA Balanced Fund NAV

201.3395
Returns

-5.85%

UTI Balanced Fund
NAV

165.0419
Returns

-6.06%

HDFC Prudence Fund NAV

485.082
Returns

-8.8%

Reliance Regular Savings Fund - Balanced NAV

53.335
Returns

-5.95%


Graphical Comparison


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