3 Equity Mutual Fund Categories Deliver Over 15% Returns in 1 Year: International, Energy and Auto Funds in Focus

Equity mutual funds across select categories have reported varied performance over the past year, reflecting differences in sectoral exposure and global market trends. 

As per The Economic Times report, certain categories have delivered average returns above 15%, driven by factors such as international market movements, commodity cycles and sector-specific developments. 

These trends provide insight into how different segments have contributed to overall fund performance.

Categories with Over 15% Average Returns

Data indicates that three equity mutual fund categories delivered average returns exceeding 15% over the past year. 

These include international funds, energy-focused funds and auto & transportation funds, each influenced by distinct market drivers.

International Funds

International mutual funds recorded an average return of 53.10% over the last one year. The performance in this category reflects exposure to global equity markets and specific regional opportunities.

Among individual schemes, Nippon India Taiwan Equity Fund reported a return of around 245% during the period. Other funds such as DSP World Gold Mining Overseas Equity Omni FoF, Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FoF and DSP World Mining Overseas Equity Omni FoF delivered returns of approximately 106%, 106% and 101% respectively.

Energy Sector Funds

Funds focused on the energy segment generated an average return of 18.83% over the one-year period. These schemes are influenced by movements in commodity prices and developments in traditional and new energy sectors.

DSP Natural Resources and New Energy Fund reported a return of 33.03%, while ICICI Prudential Energy Opportunities Fund delivered around 21.10% during the same timeframe.

Auto and Transportation Funds

The auto and transportation category recorded an average return of 15.33% over the past year. Performance in this segment is linked to demand trends in automobiles, logistics and related industries.

SBI Automotive Opportunities Fund delivered a return of approximately 27.67%, followed by HDFC Transportation and Logistics Fund with a return of around 19.80%.

As per the news report, the analysis considered equity mutual funds across categories, including regular and growth options. Returns were calculated for a one-year period based on available data from Value Research.

Read More: New SEBI Rule Lets You Lock Your Mutual Funds: AMCs Roll Out Debit Freeze to Stop Unauthorised Withdrawals.

Conclusion

Equity mutual fund performance over the past year highlights differences across categories, with international, energy and auto-focused funds showing varying return levels. 

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.