INCOME TAX25 Sept 2026
Diversified equity mutual funds: Which top 5 schemes have outperformed their category over 3 years? | Mint
Fund houses' three-year numbers are out, and diversified equity funds look strong. ITI Small Cap Fund topped with 25.31%, just ahead of Bandhan Small Cap Fund at 25.26%. If you hold such funds, remember returns alone don't prove skill. Alpha shows whether a fund beat its benchmark after adjusting for risk. So check your fund's alpha before you add more money.
Key Statutory Highlights
- ITI Small Cap Fund topped the three-year return list with 25.31%, closely followed by Bandhan Small Cap Fund at 25.26%.
- Invesco India Mid Cap Fund and HSBC Midcap Fund both delivered more than 23% over the three-year period.
- Alpha measures the excess return a fund generates over its benchmark after adjusting for risk, and a positive alpha means the fund beat its benchmark.
Actionable Advice for Taxpayers / Founders:Before investing more, look at your fund's alpha alongside its three-year return to see if it actually beat its benchmark on a risk-adjusted basis.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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