Active Funds vs Benchmarks | Part 2: Mid & Small Cap Funds | Handa Uncle

Active Funds vs Benchmarks video link - https://youtu.be/nrBcecsSwf4?si=m3IsZlmSHpICiSjt Can expert-selected mutual funds consistently beat their benchmark over the long run? In this video, Ravi Handa analyzes award-winning mutual funds and compares their performance against their respective benchmarks over 5-year, 7-year and 10-year periods. Using Morningstar award winners as the starting point, we answer an important question: If even the best-rated active funds struggle to consistently outperform the index, how should investors choose mutual funds? We also look at: • Rolling return comparisons • Regular vs Direct plans • Mid-cap and sectoral funds • Why fees matter • Why selecting future winners is much harder than it appears This video is part of an ongoing series exploring whether active mutual funds really justify their higher costs compared to passive investing. Watch till the end to see which funds managed to outperform and what investors can realistically expect from active fund managers over the long term. 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/ Chapters 00:00 Introduction 00:19 Why this analysis matters 01:33 Why Morningstar award winners were chosen 03:39 Performance comparison begins 04:08 Nippon India Growth Mid Cap Fund 05:37 Aditya Birla Sun Life Mid Cap Fund 06:38 Aditya Birla Sun Life MNC Fund 09:01 UTI Transportation & Logistics Fund 10:27 Overall findings 11:56 Final conclusion 13:21 What's coming in the next video #MutualFunds