Archive · 30 Sep 2025
Mutual Funds Outperform Market, Delivering Up to 13% Returns
Even though the Indian stock market hasn't done great recently, some special funds have actually made investors money.
These funds, like Aditya Birla, HDFC, Nippon India, Invesco, and Motilal Oswal, use a way of investing called SIP, where you put in a set amount regularly.
The stock market went down by 6% in the past year, but these funds have given returns up to 13%.
This shows how some funds can still perform well, even when the overall market isn't doing great.
Indian stock market (Nifty 50 and Sensex) has declined 6% in the last year.
Specific equity mutual funds have delivered over 12% annual returns.
Funds include Aditya Birla, HDFC, Nippon India, Invesco, and Motilal Oswal.
These funds utilize Systematic Investment Plans (SIPs).
SIPs involve regular investment of a fixed amount.
- Who
- Investors
- What
- Performance of specific mutual funds in a challenging market
- When
- Over the past year
- Where
- Indian Stock Market
- Why
- To highlight funds that have provided positive returns despite market downturn
- Funds Outperforming Market
- Aditya Birla, HDFC, Nippon India, Invesco, Motilal Oswal
- Market Performance (1 Year)
- Nifty 50 and Sensex down 6%
- Aditya Birla Fund Return
- 8.14% (1 year SIP)
- HDFC Fund Return
- 8.19% (1 year SIP)
- Nippon India Fund Return
- 8.41% (1 year SIP)
- Invesco Fund Return
- 12.22% (1 year SIP)
- Motilal Oswal Fund Return
- 12.88% (1 year SIP)
- SIP Definition
- Systematic Investment Plan - fixed amount at regular intervals
Sources
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'You’re richer in INR but poorer in dollars': What an IIM alum's CAGR math just exposed
How Indian investors get a passport to international markets via GIFT City
