Published: 21st Nov 2024
By: Value Research
Tough seas reveal the skill of the sailor. As markets take a plunge, active funds are showing their true worth by navigating through the storm and protecting investor wealth better than indices.
Take active mid- and small-cap funds, for instance. In the recent market correction since September 2024, 28 of 29 active mid-cap funds and 26 of 28 active small-cap funds have beaten their respective benchmarks.
Smart moves made the difference. While heavily-falling stocks made up over 32% of mid-cap and 28% of small-cap indices, most active mid- and small-cap funds had spotted and dodged such downers.
Active funds didn't just protect wealth. They delivered extra value through selective, smart stock picking. Want to know which active mid- and small-cap funds generated alpha in this correction? Click below to read the full coverage:
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