This year 70 percent of the schemes of mutual funds have given positive returns to the investors. 2025 for stock markets has not been very good yet. The Nifty has given only 4.68 per cent returns from the beginning of the year so far. The Nifty Midcap 150 Index meanwhile has weakened 0.46. In the Nifty Smallcap 250 index, there has been a decline of 5.89 percent. There have been many reasons for the stock market’s weak performance this year. Trade war between the US and China, the weak earnings growth of companies in India and increasing conflict with Pakistan have affected the markets.
Performing Thimatic Funds Best
Nirav Karkera, the research head of Fisadam, said that there was a correction in the Indian markets already with the tariff war. This was followed by a decrease in valuations. Some pockets have good investment opportunities. Mutual funds schemes took advantage of this opportunity. Especially thimatic funds (Thematic Funds)) Did not let the investment occasions go by hand. Karkera said that most of the funds performed well, but some were very good.
1162 schemes gave positive returns to investors
According to ACE MF data, the market has about 1,800 schemes of mutual funds. These include equity, date and hybrid category schemes. Of these, the track record of 1,650 schemes is at least 5 months. Of these, 1,162 schemes have given positive returns to investors so far this year. This year, it can be called good, given the performance of the major indices of stock markets. This is good news for investors of mutual funds.
DSP World Gold Fund of Fund’s return
The best performance this year has been DSP World Gold Fund of Fund (FOF). It is a overseas fund that invests in shares of companies in gold and gold mining sector. This fund has given more than 25 percent returns in the first 5 months of this year. It has a fast in gold prices this year. Gold companies have also benefited from the rise in gold prices. Those who invest directly in gold have also got good returns.
Defense sector schemes also got rich
The most spectacular performance in terms of category has been of defense funds. The average return of these funds has been more than 30 percent this year. The reason for the increase in shares of defense sector companies is an order of Rs 54,000 crore from the government. The second number is the funds associated with banking, financial and insurance sector (BFSI). The average return of funds associated with the BFSI theme was 8 per cent this year.
Display of IT sector funds worst
The worst performance this year has been of funds associated with IT Six. In the first 5 months of this year, funds associated with the IT sector have given average 11 per cent negative return. The major reason for this is the effect of Tariff War on IT shares. The returns of smallcap funds and Momentum funds have also been poor. Experts say that the kind of ups and downs in the market for the last few weeks, it seems that selective approach will be very important for good returns in the rest of this year.