Where do you stand in Mutual Fund Universe

The speed of the most tiring runner also increases when the road turns downhill; the reason being the gravity starts working in his favour. This is exactly what happened with the mutual fund industry in India during 2017 and early 2018. The equity markets during that period were touching new highs, which increased the value of assets managed by MFs. This acted as a magnet and attracted even more money, especially from individual investors including HNIs, which further fueled their AUMs.

Nevertheless, they hit a rough patch after January 2018, owing to some actions taken by the regulator and the government. The total industry AUM, which was at Rs 23.25 lakh crore at the end of January 2018, is still struggling to cross Rs 26 lakh crore. This does not mean that investors have not made money while investing in equity dedicated mutual funds during this period. There are a handful of funds, fund houses, fund managers and categories that have defied the general trend and have generated returns for their investors.

Our cover story slices and dices all the important information about equity dedicated mutual fund schemes of last one year. This gives a crystal clear picture of equity dedicated mutual funds from a different perspective. Which are the fund houses that have outperformed others, the fund managers that are on the top of the charts in terms of performance and much more. This will help you to map yourself in this entire mutual fund universe.

This mutual fund performance analysis is agile and fluid. Winners of yesterday may be losers of tomorrow and the performance of a scheme may move in a cycle. Hence, as an investor, you should also be nimble enough to understand the forthcoming trend and suitably position your investments in order to optimise your returns. We at DSIJ will always help you in identifying these trend so stay tuned.

SHASHIKANT