Active Funds vs Benchmarks Ep. 1 | Do Award-Winning Large Cap Funds Outperform? | Handa Uncle

Do active mutual funds really beat their benchmarks? In this first episode of our Active vs Passive Investing series, Ravi Handa analyzes some of the most highly-rated large cap mutual funds of the past and compares their performance against their benchmarks. Using award-winning funds selected by Morningstar, we examine both regular plans and direct plans, compare trailing returns and rolling returns, and answer an important question: If even the best-rated funds struggle to consistently outperform, how easy is it for investors to pick future winners? 📌 Topics covered: Active funds vs benchmarks Large cap mutual funds Direct plans vs regular plans Rolling returns vs trailing returns Morningstar award-winning funds Index investing vs active investing This is Part 1 of a multi-part series. In the next episode, we'll analyze mid-cap and small-cap funds to see whether the results are different. About Handa Uncle: Handa Uncle is an AI-powered platform simplifying finance for everyday users, making money decisions smarter, faster, and easier. We break down complex financial concepts, share real conversations, and help you make better financial decisions without the jargon. 📌 Follow Handa Uncle: Twitter: https://x.com/HandaUncle Instagram: https://www.instagram.com/handauncle? LinkedIn: https://www.linkedin.com/company/handauncle/? WhatsApp Community: https://chat.whatsapp.com/JqrSriRLZQBLLbS2dPbOOm 🌐 Website: https://www.handauncle.com/ #MutualFunds #IndexFunds #ActiveInvesting #PassiveInvesting #PersonalFinance #Investing #Nifty50 #MutualFundInvesting #RaviHanda #FinancialEducation Chapters (14:23 Video) 00:00 Introduction 00:45 Why Compare Active Funds with Benchmarks? 02:05 How the Funds Were Selected 04:10 DSP Large Cap Fund Analysis 06:15 UTI Value Fund Analysis 08:35 UTI Dividend Yield Fund Analysis 10:15 UTI Flexi Cap Fund Analysis 12:05 Overall Results & Key Takeaways 13:20 What's Coming Next in the Series 14:00 Conclusion