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Which equity mutual funds outperformed their benchmarks in 3 years? Here’s the list

April 28, 2024
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Toppers
These top 6 equity mutual fund schemes had the highest up capture ratio in 3 years, according to the data by ACE MF. We considered the schemes which had an up capture ratio of more than 130.

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What is the up capture ratio?

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What is the up capture ratio?

The up capture ratio signifies a fund’s performance when the stock market was bullish. If the ratio is more than 100, it indicates that the fund has managed to outperform its benchmark.

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Quant Value Fund
The scheme had the highest up capture ratio of 152.63. This indicates that the scheme has managed to outperform its benchmark by 1.52 times.

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​Two flexi cap funds

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​Two flexi cap funds

Two flexi cap funds – Quant Flexi Cap Fund and NJ Flexi Cap Fund – had the up capture ratio of 135.98 and 135.65 respectively. This indicates that both the schemes have managed to beat their respective benchmarks by 1.35 times each.

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​Two toppers from Quant Mutual Fund

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​Two toppers from Quant Mutual Fund

Two schemes – Quant Large Cap Fund and Quant ELSS Tax Saver Fund – had the up capture of 131.82 and 131.03. This indicates that both the schemes have managed to beat their respective benchmarks by 1.31 times each.

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​PGIM India Large and Mid Cap Fund

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​PGIM India Large and Mid Cap Fund

The up capture ratio of the scheme was 130.12. This indicates that the scheme outperformed its benchmark by 1.30 times in a three year period.

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​From these fund houses

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​From these fund houses

These six schemes were from Quant Mutual Fund, NJ Mutual Fund, and PGIM India Mutual Fund.
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