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PL Wealth Management’s study shows equity mutual funds’ AUM grew 7.68% from February to March 2025. 38.64% of 298 funds outperformed benchmarks.
The study, which analysed 298 open-ended equity diversified funds, found that 38.64% of these funds outperformed their respective benchmarks over the past month, ending March 31, 2025.
Mutual Fund Performance: PL Wealth Management, PL Capital’s Wealth Management arm, in its latest study on mutual fund performance analysis, cited that the AUM (assets under management) of equity mutual funds—excluding Sectoral/Thematic Funds— witnessed a modest growth of 7.68% from INR 23,12,571 crore in February 2025 to INR 24,90,218 crore in March 2025.
The study, which analysed 298 open-ended equity diversified funds, found that 38.64% of these funds outperformed their respective benchmarks over the past month, ending March 31, 2025. In total, 114 funds recorded outperformance during this period.
Large Cap Funds Outperform Mid & SmallCap Funds
Large Cap Funds was the best performing category where 71.88% of the schemes outperformed the benchmark. It was followed by Large & Mid Cap Funds and Mid Cap Funds which outperformed their respective benchmarks by 58.06% and 51.72% respectively during the month of March 2025.
Small Cap Funds were the least performing fund category with 10.00% of funds outperforming the benchmark.
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Category
|
Benchmark | Number of Schemes | Number of schemes that Outperformed | Scheme Outperformance (%) |
| Large Cap funds | NIFTY 50 TRI | 33 | 23 | 71.88% |
| Large & Mid Cap Funds | NIFTY LargeMidcap 250 – TRI | 31 | 18 | 58.06% |
| Multi Cap Funds | Nifty500 Multicap 50:25:25 – TRI | 30 | 7 | 23.33% |
| Flexi Cap Fund | NIFTY 500 – TRI | 39 | 14 | 35.90% |
| Mid Cap Funds | Nifty Midcap 150 – TRI | 30 | 15 | 51.72% |
| Small Cap Funds | Nifty Smallcap 250 – TRI | 30 | 3 | 10.00% |
| Focused Funds | NIFTY 500 – TRI | 28 | 9 | 32.14% |
| Value Contra Div. Yield Funds | NIFTY 500 – TRI | 34 | 9 | 27.27% |
| Equity Linked Savings Schemes | NIFTY 500 – TRI | 43 | 16 | 37.21% |
| Total | 298 | 114 | 38.64% |
Source: Ace MF
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