54.08% of equity MFs outperform respective benchmarks in February `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 - declined by 6.97% sequentially, dropping to INR 23,12,570.67 crore in February 2025 from INR 24,85,843.60 crore in January 2025. The study, which analysed 294 open-ended equity diversified funds, found that 54.08% of these funds outperformed their respective benchmarks over the past month, ending February 28, 2025. In total, 159 funds recorded outperformance during this period.
Source: Ace MF
Small Cap Funds was the best performing category where 79.31% of the schemes outperformed the benchmark. It was followed by Focused Funds and Large & Mid Cap Funds which outperformed their respective benchmarks by 67.86% and 65.63% respectively during the month of February 2025.
Large Cap funds were the least performing fund category with 21.88% of funds outperforming the benchmark.
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