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How did MFs fare in 2014? Mid-cap & small-cap category outshone large-cap funds

While the mid- and small-cap category clearly outshone the large-cap funds, the debt funds too had a spectacular run in 2014.

, ET Bureau|
Jan 05, 2015, 08.43 AM IST
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While the mid- and small-cap category clearly outshone the large-cap funds, the debt funds too had a spectacular run in 2014.
While the mid- and small-cap category clearly outshone the large-cap funds, the debt funds too had a spectacular run in 2014.
While the mid- and small-cap category clearly outshone the large-cap funds, the debt funds too had a spectacular run in 2014.
The year saw a bull run in equities

30% Is the sensex return in 2014, making it the highest in the past five years.

Mid- and small-cap indices fared better than Sensex.

54.7% S&P BSE Mid-Cap

69.2% S&P BSE Small-Cap

91.3% Active diversified equity funds have beaten their benchmarks.

Mid- and small-cap funds outperformed their large-cap peers by a wide margin.

Category average returns
How did MFs fare in 2014? Mid-cap & small-cap category outshone large-cap funds

Equity aum of funds shot up

79% was the rise in equity assets managed by funds in 2014. The industry AUM rose by 25.3% from January to November.

806 Was the number of new schemes launched by fund houses in 2014.

Rs 1,11,580 Crore Was the corpus raised by fund houses in 2014.

Debt funds put up an attractive performance

Category average return

How did MFs fare in 2014? Mid-cap & small-cap category outshone large-cap funds

Balanced funds also gave handsome returns

How did MFs fare in 2014? Mid-cap & small-cap category outshone large-cap funds

Returns from gold ETFs were disappointing this year

How did MFs fare in 2014? Mid-cap & small-cap category outshone large-cap funds
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