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Equity schemes by mid-cap fund houses outperform

Best performers are mainly from banking-related schemes of mid-size fund houses

Chandan Kishore Kant 

mutual fund

A majority of equity schemes have given double-digit returns in the of the calendar year. The best performers have come largely from the basket of mid-size These are mainly banking-related schemes. Products from such as Tata Mutual Fund, and have made it to the top positions, with returns in excess of 30%. Meanwhile, several schemes have failed to outperform the benchmarks. These are mainly in the segment. Schemes in the debt category, too, performed reasonably. and income funds were the top performers, with returns of 4-5% in the past six months. Fund managers are advising investors to continue with their systematic plan investments in equities, in balanced funds and in the debt categories.             

equity MF graph

debt MF

First Published: Wed, July 05 2017. 02:28 IST