39% equity funds performed better than benchmark in March

Ahmedabad: Amid the ongoing ups and downs in the stock market, there seems to be a sign of improving the situation of the mutual fund industry in India. According to a report by PL Wealth Management, the mutual fund market is now seeing improvement. This improvement has been so important that about 39% of equity mutual funds in March have performed better than their benchmarks in terms of returns. The short -term returns of almost all mutual fund schemes have been negative in the last few months.

According to the report, equity mutual funds’ AUMs (assets under management) have increased from Rs 1.5 crore in 2014-15 to Rs 1.5 crore in 2015-16. In February 2025, it will be Rs 23,12,571 crore. In March 2025, Rs 24,90,218 crore will be Rs. Which indicates an increase of 7.68%.

The analysis consisted of 298 Open-Anded Equity Funds, out of which 38.64% of funds performed better in March 2025 with their respective benchmarks. During this period, a total of 114 funds performed better than their benchmarks in terms of returns.

In March 2025, large cap funds performed best. 71.88% schemes of this category have given better returns from their benchmarks. This was followed by large and mid-cap fund, in which 58% of the schemes performed better than the benchmark. This figure was 51.72% in mid-cap funds. The performance of small cap funds has been the worst. Only 10% of this category schemes have given better returns from their benchmarks.

Despite the fluctuations in the performance of funds in the short term, systematic investment plans (SIPs) are continuously giving good returns.