These 48 mutual funds outperformed the Nifty in 2019!

Here is a list of 48 funds across 13 categories that bet the Nifty 50 in 2019

Published: December 23, 2019 at 10:26 am

Last Updated on December 23, 2019 at 2:20 pm

In the first part of the year in review series, let us look at the mutual funds that outperformed the Nifty in 2019. A total of 48 funds across 13 categories managed an absolute return greater than the Nifty between 1st Jan 2019 to 20 Dec 2019.

In the year past to date, the Nifty has moved up by 14.44% These are the funds (listed by category) that have moved up more. The returns listed here are for regular plans. The direct plans would have a returned 0.5% to 1% more!

kindly note: This list is only for information and should not be construed as investment advice. The constituents of this list can change in the remaining trading days of 2019.

A total of 384 funds were considered across 25 categories. Out of these only 48 funds across 13 categories managed to beat the Nifty.

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Categories that failed to beat the Nifty in 2019 (year to date)

Balanced Advantage
Dividend Yield
Dynamic Asset Allocation
Energy & Power
Equity Linked Savings Scheme
Mid Cap Fund
Pharma & Health Care
Service Industry
Value Fund

Aggressive Hybrid Fund (3 funds out of 34)

FundAbs Return YTD
BNP Paribas Substantial Equity Hybrid Fund-Reg(G)16.4741
Motilal Oswal Equity Hybrid Fund-Reg(G)16.3604
Axis Equity Hybrid Fund-Reg(G)14.7508

Banks & Financial Services (11 funds out of 13)

FundAbs Return YTD
Sundaram Fin Serv Opp Fund(G)26.9550
Taurus Banking & Fin Serv Fund-Reg(G)25.6465
Tata Banking & Financial Services Fund-Reg(G)25.0671
Baroda Banking & Fin Serv Fund(G)23.8073
Invesco India Financial Services Fund(G)21.8203
SBI Banking & Financial Services Fund-Reg(G)21.1932
LIC MF Banking & Financial Services Fund-Reg(G)19.9663
Sahara Banking & Financial Services Fund(G)19.8835
IDBI Banking & Financial Services Fund-Reg(G)15.4309
Aditya Birla SL Banking & Financial Services Fund-Reg(G)15.2357
ICICI Pru Banking & Fin Serv Fund(G)14.6426

Consumption (1 out of 13)

BNP Paribas India Consumption Fund-Reg(G) 17.8906 (Return)

Equity Linked Savings Scheme (4 out of 43)

FundAbs Return YTD
Axis Long Term Equity Fund-Reg(G)15.5683
BNP Paribas Long Term Equity Fund(G)15.0272
JM Tax Gain Fund(G)14.9913
DSP Tax Saver Fund-Reg(G)14.8158

Focused Fund (7 funds out of 22)

FundAbs Return YTD
IIFL Focused Equity Fund-Reg(G)26.2156
Motilal Oswal Focused 25 Fund-Reg(G)18.1774
DSP Focus Fund-Reg(G)17.9957
Mirae Asset Focused Fund-Reg(G)17.9700
SBI Focused Equity Fund-Reg(G)16.0106
Sundaram Select Focus(G)15.7676
Axis Focused 25 Fund-Reg(G)15.5481

Global Funds (6 out of 7)

FundAbs Return YTD
ICICI Pru US Bluechip Equity Fund(G)33.7940
Nippon India US Equity Opp Fund(G)32.1735
Franklin Asian Equity Fund(G)27.0553
Aditya Birla SL Intl. Equity Fund-A(G)23.8553
Nippon India Japan Equity Fund(G)23.6089
Aditya Birla SL CEF-Global Agri-Reg(G)15.7859

Large & Mid Cap (one out of 26)

Axis Growth Opp Fund-Reg(G) 16.9774

Large Cap Funds (eight out of 33)

FundAbs Return YTD
Axis Bluechip Fund-Reg(G)19.6078
BNP Paribas Large Cap Fund(G)18.2880
HSBC Large Cap Equity Fund(G)16.6014
Canara Rob Bluechip Equity Fund-Reg(G)16.2761
LIC MF Large Cap Fund(G)15.8897
DSP Top 100 Equity Fund-Reg(G)15.4201
PGIM India Large Cap Fund(G)15.3462
Kotak Bluechip Fund(D)15.1416

Multi-Asset Allocation (one out of seven)

Axis Triple Advantage Fund-Reg(G) 15.0835

Multi-Cap Funds (three out of 36)

FundAbs Return YTD
Axis Multicap Fund-Reg(G)18.1066
JM Multicap Fund(G)17.2353
DSP Equity Fund-Reg(D)15.4749

Service Industry (one out of two funds)

Sundaram Services Fund-Reg(G) 21.6935

Small cap Fund (one out of 21 funds)

Axis Small Cap Fund-Reg(G) 16.9208

Thematic Fund (one out of 19 funds)

SBI Magnum Equity ESG Fund-Reg(D) 15.4467

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