38.64% of equity MFs outperform respective benchmarks in March ’25, finds PL Wealth Management
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 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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