9 Most Dependable Mutual Funds of the Last 10 Years

By: Value Research

Definition of dependability

We wanted to identify equity mutual funds that have navigated market downswings with relative poise.

Identifying significant market downturns in last 10 years

There have been six occasions

Process to identify dependable mutual funds

We analysed 70 funds in the growth category with a 10-year track record. The growth category includes flexi-cap funds, large- and mid-cap funds, tax-saving funds and value funds.

What we found

9 funds have shown great resilience. By that, we mean these funds performed better than their category average and benchmark (BSE 500 TRI) at least 65 per cent of the time.

The list of the dependables

See above table for the list.

Their performance

These funds have a strong five-year performance record, too, based on five-year daily rolling returns.

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