Top 10 Equity Mutual Funds That Improve Their Benchmark Over 5 Years
Investing in Equity Mutual Funds has become a significant strategy for investors who are looking to grow their wealth over time. With multiple options available, it’s essential to identify funds that not only deliver maximum return but also consistently outperform their benchmarks. Motilal Oswal Large Cap Fund, Quant Value Fund, Quant ELSS Tax Saver Fund, DSP Multicap Fund, NJ Flexi Cap Fund, 360 ONE Flexicap Fund, Old Bridge Focused Equity Fund, ITI Flexi Cap Fund—these Top 10 equity mutual funds improved their benchmark over 5 years:
Motilal Oswal Large Cap Fund:
The Motilal Oswal Large Cap Fund focused on investing in large-cap companies to achieve long-term capital appreciation.
This scheme has the maximum up-capture ratio of 153.11. The Motilal Oswal Large Cap Fund has demonstrated strong performance, outperforming its benchmark by 1.53 times.
DSP Multicap Fund:
This equity scheme is designed to invest across large-cap, mid-cap, and small-cap stocks with a minimum of 25% in each cap segment. This scheme achieved an up-capture ratio of 127.89, indicating that it has outperformed its benchmark by 1.27 times during upward market trends.
Quant Value Fund:
The Quant Value Fund, offered by Quant Mutual fund, is an equity-value fund designed to achieve long-term capital appreciation through investments in a diversified portfolio of value stocks. This fund had an up-capture ratio of 149.98, respectively, in the same time period.
Quant ELSS Tax Saver Fund:
The Quant ELSS Tax Saver Fund allocates at least 80% of its assets to equity stocks, focusing on long-term capital appreciation while providing tax benefits under Section 80C. This fund had an up-capture ratio of 140.33, respectively, in the same period.
Quant Flexi Cap Fund:
Quant Flexi Cap Fund is a fund that aims to generate long-term capital gain by investing in a portfolio of large, mid and small-cap companies. The up-capture ratio of this fund is 137.71, respectively.
Quant Large Cap Fund:
This fund is an equity mutual fund scheme that invests in large-cap stocks and equity-related instruments. This fund had an up-capture ratio of 128.20, respectively, in the same time period.
NJ Flexi Cap Fund and 360 ONE Flexicap Fund:
The NJ Flexi Cap Fund is a mutual fund by NJ Mutual Fund, investing in equity and equity-related instruments across large, mid, and small companies. This fund had an up-capture ratio of 127.82, respectively.
The 360 ONE Flexicap Fund is an open-ended equity scheme that invests in a different range of large-cap, mid-cap, and small-cap stocks and had an up-capture ratio of 127.82, respectively, during the specified period.
Old Bridge Focused Equity Fund:
The Old Bridge Focused Equity Fund is a mutual fund that primarily invests in a concentrated portfolio of high-quality, growth-oriented equity stocks and aims to generate long-term capital appreciation. This scheme had an up-capture ratio of 126.81. This scheme has successfully outperformed its benchmark by 1.26 times.
ITI Flexi Cap Fund:
ITI Flexi Cap Fund’s objective is to achieve long-term capital appreciation and is suitable for investors seeking growth over an extended period. This scheme had an up-capture ratio of 125.87. This scheme has successfully outperformed its benchmark by 1.25 times.
