A Bullish 2022 for MF Investors!

Mutual fund investors could not have asked for a better 2022, after a solid performance in 2021 by most of the fund managers, especially those managing equity. Greater returns have been delivered to those choosing the SIP route to equity markets. In case you are wondering which category of mutual funds has given the best returns and want to then prepare a strategy for CY2023, our cover story in this special 1000th issue is going to be your saviour. Rarely do we compare performance across categories and hence we are usually not aware of the missed opportunities. Do share your feedback on our cover story which I believe will be a delightful read. 

In our special story, we have discussed the history of mutual funds in India. The story will help you understand the journey of the mutual fund industry through the years. In our other interesting special stories, we have focused on Large Cap Equity Mutual Fund schemes. Often, we ignore Large-Cap investing in pursuit of greater returns. Time and again large-cap mutual funds have proven their worth with outperformance. In fact, some of the best-performing large-cap funds have delivered close to 18 per cent returns on an annualised basis in the past three to five years.

As we end 2022 on a high with SIP inflows matching the market moods, for CY23 one can expect the flows to be steady. With positive buying both from the FIIs and the DIIs expected in CY23, retail participation can be expected to increase as well. Equity mutual fund investors should keep a close eye on low-volatility funds as the volatility is expected to increase as we head into unchartered territory. After all, it is the riskadjusted returns that we are looking at and not absolute returns!

Yogesh Supekar
Executive Editor