4 equity mutual funds outperformed their benchmarks in 5 years
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.
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.
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.
WOC Mid 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.
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.
