9 months ago

Consistency Over Past Returns in Mutual Funds

Consistency Over Past Returns in Mutual Funds
Why consistency matters more than past returns in mutual funds, CRISP Scorecard shows · CNBC TV 18

Share.Market released a report showing that mutual funds that perform well one time often don't do as well the next time.

This means that instead of looking at which funds have done the best in the past, investors should focus on funds that perform steadily over time.

The report looked at data over five years and found that funds that don't have big ups and downs tend to be better for investors.

Even though the market can be unpredictable, many people are still investing regularly, which is a good strategy for long-term growth.

The report also noted that there was a lot of money put into gold and silver funds and a big withdrawal from debt funds, but overall, people are staying invested and focusing on steady growth.

Key facts

Large Cap Funds
ICICI Prudential, HDFC
ELSS Funds
HDFC, Franklin India, SBI
Flexi Cap Funds
HDFC, Franklin India, JM
Mid Cap Funds
Motilal Oswal, Nippon India, Edelweiss
Contra/Value Funds
HSBC, SBI, Nippon India
Small Cap Funds
Nippon India, HSBC, Tata
Hybrid Funds (Aggressive)
ICICI Prudential, Edelweiss, UTI
Hybrid Funds (Balanced Advantage)
Baroda BNP Paribas, ICICI Prudential, Nippon India
Report Period
September 2025
Data Duration
5 years
SIP Contribution
₹29,361 crore (highest ever)

Quotes

Nilesh D Naik

Head of Investment Products at Share.Market

“Chasing winners is not sustainable. In a volatile environment, investors who stay disciplined and diversify through steady SIPs are better positioned for long-term wealth creation.”
CNBC TV 18

Sources

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