Blog 162 : Active Mutual Funds vs Passive Index Funds

There is a common belief that index investing always beats active funds.

But many Well Managed Diversified Equity Mutual Funds have outperformed Index over long run.

All these Mutual Funds delivered between 14% to 16%  CAGR returns over 20 years.

Good active funds can outperform indices over long periods.

Fund manager skill matters.

Consistency is more important than short term performance.

Index funds offer simplicity.


Active Mutual Fund Returns in the Last 20 Years:

1.Large Cap Category:

Aditya Birla Sun Life Large Cap Fund = 14.2% CAGR

HDFC Large Cap Fund = 13.8% CAGR

2.Mid Cap Category:

Franklin India Mid Cap Fund = 14.4% CAGR

Nippon India Growth Mid Cap Fund = 16.4% CAGR

3.Flexi Cap Category:

Aditya Birla Sun Life Flexi Cap Fund = 13.8% CAGR

Franklin India Flexi Cap Fund = 14.8% CAGR

HDFC Flexi Cap Fund = 15.4% CAGR



Disclaimer : Only for a Research Purpose, not any recommendations.

Connect With Me

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• LinkedIn: https://www.linkedin.com/in/harsha-chennuboina-2b9b7a235/
• Email:Capitallife999@gmail.com

Location: Mumbai, Maharashtra, India

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