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13 mutual funds outperform with over 35% annual returns since last Diwali
The Economic Times· 2025-10-13 16:33
基金整体表现概况 - 分析涵盖522只股票型共同基金,其中387只实现正回报,135只录得负回报 [1][12] - 自2024年10月31日(排灯节)至2025年10月10日期间,近13只基金回报率超过35% [12] 高回报基金表现 - Mirae Asset NYSE FANG+ ETF Fund of Fund 以74.27%的回报率位居榜首 [1][12] - Invesco India – Invesco Global Consumer Trends Fund of Fund 同期回报率达61.42% [1][12] - Mirae Asset Mutual Fund旗下两只基金Mirae Asset S&P 500 Top 50 ETF FoF和Mirae Asset Hang Seng TECH ETF FoF分别实现51.82%和51.22%的回报 [12] - Nippon India Taiwan Equity Fund 回报率为43.72%,Motilal Oswal Nasdaq 100 FoF 和 Edelweiss US Technology Equity FoF 回报率分别为41.97%和41.82% [12] - 专注于特定主题的基金如HDFC Defence Fund作为唯一的国防主题基金,回报率为17.77% [12] 中等及较低正回报基金表现 - 大型主动型基金中,HDFC Flexi Cap Fund 和 HDFC Focused Fund 回报率分别为9.17%和9.03% [7][12] - Parag Parikh Flexi Cap Fund(按资产计最大的灵活型基金)回报率为7.74% [8][12] - SBI Large & Midcap Fund 和 SBI Multicap Fund 回报率分别为4.58%和4.55% [8][12] - Bandhan Value Fund 和 Aditya Birla SL PSU Equity Fund 以0.06%的回报率成为录得正回报的基金中表现最末者 [8][12] 负回报基金表现 - Samco Flexi Cap Fund 亏损最为严重,回报率为-15.05% [9][12] - Quant Mutual Fund旗下三只基金Quant Business Cycle Fund、Quant Consumption Fund和Quant Manufacturing Fund回报率分别为-11.82%、-11.50%和-11.46% [9][12] - SBI Consumption Opp Fund 和 Tata Ethical Fund 回报率分别为-5.48%和-5.45% [10][12] - 按管理资产计最大的小盘基金Nippon India Small Cap Fund回报率为-4.49% [10][12] - LIC MF Midcap Fund 亏损幅度最小,回报率为-0.01% [10][12]