Published: 26th Nov 2024
Subtitle: Returns of diversified equity NFOs launched in the last year.
– Fund: TRUSTMF Flexi Cap Fund – Launch Date: 26-Apr-24 – Returns since inception: 15.9% – Rank within category: 4/87 – Fund: Bajaj Finserv Large and Mid Cap Fund – Launch Date: 27-Feb-24 – Returns since inception: 19.4% – Rank within category: 7/31 – Fund: PGIM India Large and Mid Cap Fund – Launch Date: 12-Feb-24 – Returns since inception: 18.1% – Rank within category: 16/30 – Fund: Motilal Oswal Large Cap Fund – Launch Date: 06-Feb-24 – Returns since inception: 27.1% Rank within category: 26/98
The outcome of investing in recent new fund offers (NFOs) seems to be mixed
– Fund: DSP Multicap Fund – Launch Date: 30-Jan-24 – Returns since inception: 20.9% – Rank within category: 9/24 – Fund: Old Bridge Focused Equity Fund – Launch Date: 24-Jan-24 – Returns since inception: 16.1% – Rank within category: 62/86 – Fund: Motilal Oswal Small Cap Fund – Launch Date: 26-Dec-23 – Returns since inception: 38.1% – Rank within category: 2/38 – Fund: WhiteOak Capital Large & Mid Cap Fund – Launch Date: 22-Dec-23 – Returns since inception: 25.7% – Rank within category: 13/29 – Fund: Helios Flexi Cap Fund – Launch Date: 13-Nov-23 – Returns since inception: 37.8% – Rank within category: 19/84 – Fund: Quantum Small Cap Fund – Launch Date: 03-Nov-23 – Returns since inception: 21.5% Rank within category: 36/36
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