54.08% of equity MFs outperform respective benchmarks in February ’25, finds PL Wealth Management

 

54.08% of equity MFs outperform respective benchmarks in February ’25,
finds PL Wealth Management

 

·         Small Cap Funds was the best performing category where 79.31% of the schemes outperformed the benchmark

Mumbai, March 19^th , 2025: - 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—declined by 6.97% sequentially, dropping to INR 23,12,570.67 crore in February 2025 from INR 24,85,843.60 crore in January 2025. 

The study, which analysed 294 open-ended equity diversified funds, found that 54.08% of these funds outperformed their respective benchmarks over the past month, ending February 28, 2025. In total, 159 funds recorded outperformance during this period.

 

 

Category		Benchmark		Number of Schemes		Number of schemes that Outperformed		Scheme Outperformance (%)
Large Cap funds		NIFTY 50 TRI		32		7		21.88%
Large & Mid Cap Funds		NIFTY LargeMidcap 250 - TRI		32		21		65.63%
Multi Cap Funds		Nifty500 Multicap 50:25:25 - TRI		29		13		44.83%
Flexi Cap Fund		NIFTY 500 - TRI		39		19		48.72%
Mid Cap Funds		Nifty Midcap 150 - TRI		29		17		58.62%
Small Cap Funds		Nifty Smallcap 250 - TRI		29		23		79.31%
Focused Funds		NIFTY 500 - TRI		28		19		67.86%
Value Contra Div. Yield Funds		NIFTY 500 - TRI		33		16		48.48%
Equity Linked Savings Schemes		NIFTY 500 - TRI		43		24		55.81%
Total				294		159		54.08%

 

Source:  Ace MF

 

Small Cap Funds was the best performing category where 79.31% of the schemes outperformed the benchmark. It was followed by Focused Funds and Large & Mid Cap Funds which outperformed their respective benchmarks by 67.86% and 65.63% respectively during the month of February 2025.

Large Cap funds were the least performing fund category with 21.88% of funds outperforming the benchmark.

 

Source:  Accord MF