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. 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.

    1. 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.

  1. 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 ?

  2. 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 ?

  3. 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.

  4. 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

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