Average active small-cap fund delivered 20.1% CAGR, with 16 percentage points lower drawdown than the benchmark
New Delhi, July 19 -- Active equity mutual funds have outperformed their respective benchmark indices in both long-term annualised returns and downside protection, according to an analysis by Capitalmind Financial Services Private Limited.
The analysis compares the equal-weighted average performance of direct active funds in the large-cap, mid-cap, small-cap and flexi-cap categories that have been live since 2013 with their respective benchmark indices.
The return gap between active funds and benchmarks was the widest in the small-cap category. The average active small-cap fund delivered an annualised return of 20.1%, compared with 16.1% for the Nifty Smallcap 250 TRI benchmark.
Flexi-cap funds also recorded a noticeable lead, with the...
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