Best performing equity, debt and hybrid funds in February 2022

Henil Shah
Best performing equity, debt and hybrid funds in February 2022

February 2022 confirmed the negative bias observed in January 2022. In this post, we will highlight the best performing equity, debt, and hybrid funds in February 2022.

The S&P BSE 500 was down only 0.4 per cent in January 2022, but the market continued its downward path, closing the month of February 2022 down over 4 per cent. The individual performance of large, mid and smallcap as represented by BSE 100, BSE Midcap, and BSE Smallcap indices generated negative returns of 3.26 per cent, 5.11 per cent, and 8.77 per cent, respectively. This came in the background of rising crude oil prices and the Indian rupee's depreciation against the US dollar.

 

Because the Federal Reserve is considering raising interest rates, Foreign Portfolio Investors (FPI) have sold heavily, amounting to around Rs 35,592 crore in February 2022. Furthermore, as compared to other emerging economies, India has a high valuation, prompting foreign investors to seek safety amid geopolitical concerns between Russia and Ukraine. Inflation has also risen above the Reserve Bank of India's target range.

 

Having said that, we have listed the best performing mutual funds in the month of February 2022 in this article. It should be emphasised that in order to comprehend the best performing funds, we examined funds based on their trailing returns. We assumed five-year annualized trailing returns for equity and hybrid funds, and three-year annualized trailing returns for debt funds.

 

Equity Funds - Trailing Returns (%)

1-Year

3-Year

5-Year

Quant Active Fund

29.11

29.61

22.00

Quant Small Cap Fund

48.21

34.58

20.36

Axis Small Cap Fund

31.73

28.08

20.32

SBI Small Cap Fund

19.63

24.25

19.80

Nippon India Small Cap Fund

29.97

25.81

19.19

 

Debt Funds - Trailing Returns (%)

1-Year

3-Year

5-Year

IDFC G-Sec-Invest

5.06

9.49

7.93

Edelweiss Banking and PSU Debt Fund

7.00

9.36

8.18

Edelweiss Government Securities Fund

5.78

9.25

7.80

L&T Triple Ace Bond Fund

5.99

9.10

7.73

DSP G-Sec Fund

4.48

9.09

7.55

 

Hybrid Funds - Trailing Returns (%)

1-Year

3-Year

5-Year

BOI AXA Mid & Small Cap Equity & Debt Fund

24.52

19.32

14.66

Sundaram Equity Hybrid Fund

27.10

16.01

14.18

ICICI Pru Equity & Debt Fund

24.25

18.95

14.13

HDFC Retirement Savings Fund-Equity Plan

16.39

17.26

14.00

ICICI Pru Multi-Asset Fund

23.70

17.74

13.33

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