14 of 23
Where active funds beat their index
Aeterna Wealth · worked out from AMFI NAVs and NSE total-return indices · data as of 5 Nov 2026
Over the last 3 years, 14 of 23 multi cap funds (Regular plans) beat their index (TRI), the highest share among the main categories. It varies a lot: in large cap it was 12 of 30, so which fund you hold matters as much as which category.
| Category | Beat the index, 3Y | Beat the index, 5Y |
|---|---|---|
| Large Cap | 12 of 30 | 12 of 27 |
| Large & Mid Cap | 13 of 26 | 11 of 26 |
| Mid Cap | 15 of 28 | 6 of 21 |
| Small Cap | 11 of 25 | 11 of 21 |
| Flexi Cap | 20 of 36 | 13 of 27 |
| Multi Cap | 14 of 23 | 5 of 9 |
| Focused | 16 of 27 | 13 of 22 |
| ELSS | 15 of 37 | 15 of 30 |
Recomputed every weekday from public data. Describes what has happened, not what will; not a recommendation to buy or sell any fund.