4 hours ago 2

4 equity mutual funds outperformed their benchmarks in 5 years

Sep 06, 2025, 10:39:31 AM IST

Outperformance over benchmark

1/6

Outperformance over benchmark

These 4 equity mutual fund schemes had the highest up capture ratio in 5 years, according to the data by ACE MF. We considered the schemes which had an up capture ratio of more than 130.

Agencies

What is the up capture ratio?

2/6

What is the up capture ratio?

The up capture ratio signifies a fund’s performance when the stock market was bullish. If the ratio is more than 100, it indicates that the fund has managed to outperform its benchmark.

ETMarkets.com

Mahindra Manulife Small Cap Fund

3/6

Mahindra Manulife Small Cap Fund

The scheme had an up capture ratio of 155.69 This indicates that the scheme has managed to outperform its benchmark by 1.55 times.

ETMarkets.com

WOC Mid Cap Fund

ETMarkets.com

Bandhan Small Cap Fund

5/6

Bandhan Small Cap Fund

Bandhan Small Cap Fund had an up capture ratio of 136.75 in the last three years. This indicates that the scheme has managed to outperform its benchmark by 1.36 times.

ETMarkets.com

Invesco India Smallcap Fund

6/6

Invesco India Smallcap Fund

Invesco India Smallcap Fund had an up capture ratio of 132.80 in the last three years. This indicates that the scheme has managed to outperform its benchmark by 1.32 times.

ETMarkets.com

Read Entire Article

From Twitter

Comments