Most Popular Mutual Funds vs Benchmarks: Who Really Wins? | Handa Uncle
In this video, I compare the 5 mutual funds that got the highest inflows in 2016-17 against their benchmarks, to see if popular funds actually deliver. This is Part 3 of my series on whether active funds can beat their benchmarks. Instead of looking at award winners like in Part 1 and Part 2, this time I am looking at what investors actually put their money into. Funds covered in this video: SBI Large Cap Fund (formerly SBI Blue Chip Fund) Kotak Flexicap Fund ICICI Prudential Value Fund HDFC Mid Cap Fund DSP Small Cap Fund For each fund, I compare trailing returns over 5, 7, and 10 year periods, along with rolling returns from April 2016, across both regular and direct plans. I remain clearly biased toward index funds, and I say so upfront. This is not a fully comprehensive study, just an honest look using one selection criterion: popularity by inflows. Watch the earlier videos in this series: Part 1: Large Cap Award Winners vs Benchmark : https://youtu.be/nrBcecsSwf4?si=3BSR5WZNclgAc7eq Part 2: Small and Mid Cap Award Winners vs Benchmark: https://youtu.be/WATYSOZXbFs?si=c7O3_sKUtlngXugo Top 15 Funds Data Source link : https://www.personalfn.com/fns/equity-mutual-funds-with-large-aumis-big-better? 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 01:45 How the 5 funds were selected 02:40 SBI Large Cap Fund vs benchmark 04:30 Kotak Flexicap Fund vs benchmark 06:10 ICICI Prudential Value Fund vs benchmark 07:40 HDFC Mid Cap Fund vs b
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