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2025-03-20 10:31:28 am | Source: Prabhudas Lilladher Pvt. Ltd.
Summary of Equity MF Performance January 2025 by Prabhudas Lilladher
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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