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.
Templeton India Equity Income vs. BSE 200
How about that for consistent performance?! That is the power of diversification (across market caps and international equity).
Reliance Growth Fund vs. BSE 100
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
Needless to say, terrific performance.
Equity Mid- and Small-cap
Franklin India Smaller Companies fund vs. CNX Mid Cap
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
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
Equity Large and Mid-cap
HDFC Equity vs. CNX 500
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
Pretty decent performance.
ICICI Top 100 vs. Nifty
HDFC Top 200 vs. BSE 200
Dropped a bit, but still nothing to worry about.
UTI Oppurtunities vs. BSE 100
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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