The financial year 2025-26 witnessed several mutual funds surpassing market benchmarks, with entities like Parag Parikh Flexi Cap demonstrating resilience amidst market volatility, as per The ET Wealth report. This period highlights important trends and specifics of high-performing funds in the industry.
The Parag Parikh Flexi Cap Fund stood out with a beta of 0.55, an impressive Sharpe ratio of 6.62%, and an expense ratio of 1.27% as of March 2026.
It managed an AUM of ₹1.28 lakh crore, showing its strength in adapting to the volatile market.
The HDFC Flexi Cap Fund and HDFC Mid Cap Fund mirrored each other with a beta of 0.81 and a Sharpe ratio of 6.12%.
The funds had respective expense ratios of 1.35% and 1.37%, with their AUMs standing at ₹91,335 crore and ₹85,358 crore, reflecting their robust management.
ICICI Prudential Large Cap Fund revealed a beta of 0.90 and a Sharpe ratio of 5.63%, with an expense ratio of 1.42%. Its AUM reached ₹69,948 crore, positioning it well in the large-cap segment.
Nippon India Growth Mid Cap Fund, with a beta of 0.94 and a Sharpe ratio of 6.67%, amassed an AUM of ₹39,676 crore, accentuated by an expense ratio of 1.55%.
ICICI Prudential Large & Mid Cap Fund showed a beta of 0.85, a Sharpe ratio of 6.63%, and an expense ratio of 1.64%. It maintained an AUM of ₹27,005 crore.
Bandhan Large & Mid Cap Fund, with a beta of 0.91 and a Sharpe ratio of 6.71%, had an AUM of ₹14,109 crore.
The Motilal Oswal Large & Midcap Fund reported a higher beta of 1.18 but with a Sharpe ratio of 4.77%, recording an AUM of ₹13,995 crore.
Read More: Global Gold ETFs Explode: Holdings Jump 801 MT as Market Share Hits 16% in 2025!
Bandhan Small Cap Fund enjoyed a beta of 0.98 and a superior Sharpe ratio of 7.11%, along with an AUM of ₹20,130 crore.
Meanwhile, Edelweiss Mid Cap Fund had a beta of 0.91 and a Sharpe ratio of 6.11%, managing an AUM of ₹13,554 crore.
The success of these funds during FY26, especially in a tough market environment, underscores the importance of strategic fund selection. Parag Parikh Flexi Cap Fund and others have exemplified sound investment strategies, providing solid returns despite broader market challenges.
Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies 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 are subject to market risks, read all scheme-related documents carefully.
Published on: Apr 29, 2026, 10:58 AM IST
Team Angel One
We're Live on WhatsApp! Join our channel for market insights & updates
Get the link to download the App
