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Setting benchmarks: Here are 10 high-performance diversified equity schemes

They are an assortment of above-average short- and long-term returns, low expense ratios, and lower investment risk. Krishna Kant cherry-picks the best in class

Illustration: Binay Sinha
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Illustration: Binay Sinha

Krishna Kant Mumbai
It is becoming increasingly tough for mutual fund (MF) managers to beat the broader market or benchmark equity indices.

According to data from Value Research, only a quarter of the diversified equity MFs have managed to beat the S&P BSE Sensex in the past year. Fewer than 10 per cent of schemes have given 10 per cent or higher returns in the past year.

The 573 diversified equity schemes across categories and sub-segments have given median returns of 1.5 per cent in 12 months.

By comparison, the Sensex has delivered total returns, together with dividends, of 4.57 per cent during

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First Published: Jan 26 2023 | 10:40 PM IST

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