michellelovesjay
New member
As promised, Here is comparison between Active funds and Passive funds. Funds compared at all Large cap funds direct plans vs UTI Nifty Index Direct, all growth.
This is no DD post, object of this post is not to say which funds are better but to see how many Active funds beat Index funds in performance.
I have taken SIP start date as 01/01/2014 as many funds direct plan starts in 2012-2013 years so this should serve as good start. I know tenure is short to judge MF performance but we have direct plans since 2012-13. Since all of us here invest is direct plans anyways so performance comparison of regular plan is moot here.
SIP end taken as 1st June 2019 and Fund exit date is taken (12/6/2020) the latest offered by Moneycontrol. This is done to reduce impact of exit load on returns of active funds. All Returns are SIP returns CAGR. Lets do this, Funds are arranged according to their (AUM)
UTI Index Fund - 4.38%
Please point out mistakes if any.
This is no DD post, object of this post is not to say which funds are better but to see how many Active funds beat Index funds in performance.
I have taken SIP start date as 01/01/2014 as many funds direct plan starts in 2012-2013 years so this should serve as good start. I know tenure is short to judge MF performance but we have direct plans since 2012-13. Since all of us here invest is direct plans anyways so performance comparison of regular plan is moot here.
SIP end taken as 1st June 2019 and Fund exit date is taken (12/6/2020) the latest offered by Moneycontrol. This is done to reduce impact of exit load on returns of active funds. All Returns are SIP returns CAGR. Lets do this, Funds are arranged according to their (AUM)
UTI Index Fund - 4.38%
- ICICI Blue Chip 5.36%
- SBI Bluechip 4.97%
- ABSL Frontline 3.65%
- HDFC Top 100 2.89%
- Mirae Asset Large Cap 7.48% https://i.imgur.com/c6LPuSg.png
- Axis Blue Chip 9.7% https://i.imgur.com/ugAhg7H.png
- Nippon Large Cap 3.4% https://i.imgur.com/Msavisa.png
- UTI Mastershare Unit 5% https://i.imgur.com/YvmR3kh.png
- Franklin India bluechip 3.01% https://i.imgur.com/UYr74du.png
- DSP Top 100 2.78% https://i.imgur.com/PQ3CzUv.png
- Kotak Bluechip 5.61% https://i.imgur.com/x5YzUJU.png
- BNP Paribas 7.03% https://i.imgur.com/ZvtOuiw.png
- HSBC Large Cap 5% https://i.imgur.com/j1fucI1.png
- JM Large Cap 5.41% https://i.imgur.com/hXHW8kz.png
- L&T Large Cap 4.24% https://i.imgur.com/iuuCPVE.png
- Canara Robecco Large Cap 8.53% https://i.imgur.com/NJVJREL.png
- IDFC Large Cap 4.97% https://i.imgur.com/0IYXQvK.png
- IDBI Top 100 4.52% https://i.imgur.com/VmRalbY.png
- LIC Large Cap 5.13% https://i.imgur.com/qazrps6.png
- PGIM Large Cap 4.61% https://i.imgur.com/SuGgyzm.png
- Invesco Large Cap 6.21% https://i.imgur.com/6MmpV3Z.png
- Edelweiss Large Cap 5.88% https://i.imgur.com/o6WQoji.png
- India Bulls Blue Chip 4.96% https://i.imgur.com/rfpBJ6P.png
Please point out mistakes if any.