These top 10 equity mutual fund (MF) schemes had the highest up-capture ratio in 5 years of more than 120 times, according to the data by ACE MF. The ratio signifies a fund’s performance when the stock market is bullish. If the ratio is over 100, indicating that the fund has managed to outperform its benchmark.
ANI
The scheme had the highest up-capture ratio of 152.53. This indicates that the scheme has managed to outperform its benchmark by 1.52 times.
ETMarkets.com
DSP Multicap Fund had an up-capture ratio of 140.46, indicating that the scheme has outperformed its benchmark by 1.40 times.
IANS
Two largecap funds – Motilal Oswal Large Cap Fund and Quant Large Cap Fund – had an upcapture ratio of 133.93 and 130.09, respectively. These schemes have outperformed their respective benchmarks by 1.33 times and 1.30 times respectively.
IANS
This flexi cap fund had an up-capture ratio of 128.58 which shows that the scheme has outperformed its benchmark by 1.28 times in the last five years.
ETMarkets.com
6/8
Two from Quant Mutual Fund
Two funds – Quant ELSS Tax Saver Fund and Quant Flexi Cap Fund – had an up-capture ratio of 128.26 and 124.33, respectively. This shows that the schemes have managed to beat their respective benchmarks by 1.28 times and 1.24 times, respectively.
IANS
7/8
TRUSTMF Flexi Cap Fund
This flexi cap fund had an up-capture ratio of 123.74, indicating that the fund has managed to beat its benchmark by 1.23 times.
ETMarkets.com
Two flexi cap funds – ITI Flexi Cap Fund and Helios Flexi Cap Fund – had an up capture ratio of 122.54 and 121.21. This indicates that these flexi cap schemes have managed to beat their respective benchmarks by 1.22 times and 1.21 times, respectively in the last five years.
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