Sumufa

Investing in mutual funds is a popular strategy for long-term wealth accumulation. One of the key metrics investors often examine is the 10-year return, which provides insight into how a fund has performed over a decade. A strong 10-year return can indicate a well-managed fund, while weaker returns may prompt investors to reassess their strategies. In this article, we break down the 10-year return data for a group of 493 mutual funds to understand their performance, trends, and what this means for investors looking to evaluate past growth.

Assessing the overall performance of Fund Houses (AMCs) with respect to equity mutual funds is to check for its outperforming schemes in each category. Here, outperformance in a category is defined as showing better long term stability and short term momentum. Only the schemes that have been consistently outperforming its peers over a period of two weeks are considered. For better comparison, only Direct - Growth schemes are included. The more outperforming schemes a fund house (AMC) has the better is its performance.