Active funds show who's boss 

Published: 21st Nov 2024

By: Value Research

When markets fall

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.

The proof

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.

How did they do it?

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.

Beyond just defence

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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