12 Equity Mutual Funds Delivered Over 10% Returns in One Year; Midcap and Small Cap Schemes Feature Prominently

Equity mutual funds witnessed mixed performance over the past year, with only a limited number of schemes managing to deliver double-digit returns amid volatile market conditions. 

According to an ETMutualFunds report, an analysis of 284 equity mutual fund schemes revealed that 12 funds delivered returns exceeding 10% over the past one year. 

Equity Mutual Funds With Over 10% Returns in One Year

The analysis highlighted that 12 equity mutual fund schemes delivered returns exceeding 10% over the last year. Small cap and midcap funds were among the most represented categories in the list.

Midcap and Small Cap Funds Dominated the List

Midcap and small cap schemes formed the majority of funds that generated returns above 10% over the past year. 

The data suggests that funds focused on broader growth-oriented segments of the market continued to attract investor attention despite market fluctuations during the period.

Value and Focused Funds Also Featured

Apart from midcap and small cap schemes, a few value-oriented and focused equity funds also delivered double-digit returns.

Wider Mutual Fund Universe Showed Mixed Performance

While 12 schemes generated returns above 10%, the broader mutual fund landscape reflected mixed trends. The remaining 272 equity mutual fund schemes recorded returns ranging between negative 11.51% and positive 9.86%.

Among these schemes, 134 funds delivered positive returns, whereas 138 funds ended the period with negative returns. This divergence highlights the varying impact of market conditions across investment styles and market capitalisation categories.

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Conclusion

The one-year performance data indicates that a select group of equity mutual funds managed to generate returns above 10%, with midcap and small cap categories featuring prominently.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.