Summary of Equity MF Performance January 2025 by Prabhudas Lilladher

For the month ended January 2025, monthly returns of Nifty 50 TRI, Nifty Midcap 150 TRI & Nifty Small Cap 250 TRI were -0.45%, -6.09% & -10.69% respectively.
Out of the 291 open-ended equity diversified funds for a 1-month returns metric, about 26.12% of the funds were able to outperform their respective benchmarks over the past one month, ended January 31st, 2025. In the previous month, 60.82% of the schemes were able to beat their benchmarks.
For the 1-year ended January 2025, returns of Nifty 50 TRI, Nifty Mid Cap 150 TRI & Nifty Small Cap 250 TRI returns were 9.58%, 11.60 & 5.89%, respectively
Out of the 276 open-ended equity diversified funds for a 1-year returns metric, about 70.29% of the funds were able to outperform their respective benchmarks over the past one year, ended January 31st, 2025. In the previous month for a 1-year return metric, 71.27% of the schemes were able to beat their benchmarks
Investors are advised to stick to their SIP investments and keep a long-term focus. SIPs over the past 3-years have yielded a return more than 15% p.a. on an average for the top quartile equity funds.
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