May 7, 2025
Only 3 equity mutual fund categories have offered positive returns in the current calendar years so far (including active and passive). The others lost between 0.54% to 15.46% in the same period (Source: ValueResearch)
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These three categories had two sectoral and thematic mutual fund categories and one was diversified equity fund category.
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Banking funds offered the highest average return of 4.83% in 2025 so far. Mirae Asset Nifty Financial Services ETF offered the highest return of 9.98%, followed by Tata Nifty Financial Services Index Fund which gave 9.25% return in the same period.
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The large cap funds gave an average return of 0.43% in 2025 so far. DSP Nifty Top 10 Equal Weight ETF offered the highest return of 3.01%, followed by ICICI Prudential Nifty 50 ETF which gave 2.94% in the same period.
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International funds gave an average return of 0.17% in 2025 so far. Mirae Asset hang Seng Tech ETF FoF gave the highest return of 22.97%, followed by Edelweiss Europe Dynamic Equity Offshore Fund which gave 21.48% in the same period.
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Don’t go by past returns. One should always choose a mutual fund scheme based on their risk appetite, investment horizon, and goals before making any investment decisions.
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