Rogues Gallery: Tracking Equity Mutual Fund Performance

Here is a gallery of equity mutual fund performance track records created with the updated risk and return analyzer

The risk-return score (out of 100) with 13 risk and return metrics is calculated for different investment durations from 1 to 9 years.

Use the analyzer to determine consistency in the risk adjusted performance of the funds you are interested in.

None of the below are recommendations.

Equity Multi-cap

Templeton India Equity Income vs. BSE 200

Templeton-India-Equity-Income-2

How about that for consistent performance?! That is the power of diversification (across market caps and international equity).

Reliance Growth Fund vs. BSE 100

Reliance-Growth-Fund-2

Who cares whether the NAV is 600 or 800! This funds risk-return score hovers between 65-70. It is not a dud but not a reliable performer either.

ICICI Value Discovery Fund vs. CNX Mid Cap

ICICI-Value-Discovery-Fund

Needless to say, terrific performance.

Equity Mid- and Small-cap

 Franklin India Smaller Companies fund vs. CNX Mid Cap

Franklin-India-Smaller-Companies

Bit surprised that the benchmark for this fund is CNX midcap. Not sure if that is appropriate. The mid-cap weight according to VR is only 36%.  Also surprised at the risk-return scores. The performance tab at VR online suggests significant under-performance but I guess that came along with low volatility!

SBI Emerging Business Fund vs. BSE 500

SBI-Emerging-Business

Many believe that this fund has lost its way recently. No. It was never a great fund.

Canara Robeco Emerging Equity vs. CNX Mid Cap

Canara-Robeco-Emerging-Equities

 

Impressive performance!

Equity Large and Mid-cap

HDFC Equity vs. CNX 500

HDFC-Equity-2

 

The two year data point is missing above. The 1-year score is pathetic! The fund has beat the benchmark (the price index at least) but has been way more volatile. This is a problem with Prashant Jain's funds. Over short-term they do not perform. We will have to watch this fund closely.  I hold units of this fund. The funds XIRR is still way above my net equity XIRR. So I shall continue to hold.

Birla Sun Life Frontline Equity vs. BSE 200

Birla-Sun-life-frontline-equity

 

Pretty decent performance.

Equity Large-cap

ICICI Top 100 vs. Nifty

ICICI-Prudential-Top-100

 

Awesome!

HDFC Top 200 vs. BSE 200

HDFC-Top-200

 

Dropped a bit, but still nothing to worry about.

UTI Oppurtunities vs. BSE 100

UTI-Oppurtunities-Fund

Not so great.

Use the risk and return analyzer to determine consistency in the risk adjusted performance of the funds you are interested in.

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19 thoughts on “Rogues Gallery: Tracking Equity Mutual Fund Performance

    1. freefincal

      As mentioned in the post, they are the risk-return scores based on a total of 13 metrics. Try the fund analyzer to see how this is calculated.

      Reply
    1. freefincal

      As mentioned in the post, they are the risk-return scores based on a total of 13 metrics. Try the fund analyzer to see how this is calculated.

      Reply
  1. Pradeep

    Great Job, thanks for leading the way. Analysed HDFC Balanced fund and the graph is a straight line @ 90. Amazing performance. Why bother with others ?

    Reply
  2. Pradeep

    Great Job, thanks for leading the way. Analysed HDFC Balanced fund and the graph is a straight line @ 90. Amazing performance. Why bother with others ?

    Reply
  3. M.R.Adyanthaya CFPcm

    I like your thoughts and presentations and carefully going through every mail you send. I appreciate your endure and knowledge and wish you all the best.

    Reply
  4. ANi

    Hi Pattu, its a great calculator. Is it possible to have a calculator or build in this calculator itself rolling period returns also for eg...since inception: rolling period 3 yrs return, 5 yr, 7 yr, 9 Yr and so on.
    Thanks,
    Reg,
    Ani

    Reply

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