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Value funds outperform benchmark indices
Ashutosh Bharadwaj, Bloomberg UTV
Published on Tue, Dec 29, 2009 at 12:15 IST

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Tags: Mutual funds 

MUMBAI: ICICI Prudential Discovery and Reliance Pharma delivered over 100% returns in the last one year.

Funds outperformed market returns of 65-70%, clocking returns by investing in auto, pharma and IT stocks in 2009.

Value picks have yielded far superior returns on an average of 205%.

TOP MFs
1 yr returns (%)
AUM(Rscr)
Principal Emerging Bluechip
140
159
ICICI Prudential Discovery
134
502
TATA Lifesciences & Tech
127
53
Reliance Pharma
123
190
Franklin Pharma
122
66
UTI Transportation and Logistics
120
50
Franklin Infotech
120
130
Sensex
69.5
 
Nifty
65.8
 

Top-performing stocks

Funds invested in auto stocks yielded heavy returns
Tata Motors,  M&M and Ashok Leyland posted returns in the 200-350% range
Cadilla Healthcare, Zydus Wellness, Torrent Pharma lead the pharma space
Franklin Infotech clock 120% returns on back of  Infosys, Wipro 

Stocks picked up by funds at their lowest valuations 

Top-performing stocks
MF SCHEME
1 yr return (%)
% Assets
Mphasis
TATA Life sciences & Tech
360
10.26
Tata Motors
UTI Transportation and Logistics
357
9.53
M&M
UTI Transportation and Logistics
272
5.66
Vardhman Textiles
ICICI Prudential Discovery
261
4.57
Patni
TATA Life Sciences & Tech
261
6.03
Zydus Wellness
Reliance Pharma
257
8.89
Ashok Leyland
UTI Transportation and Logistics
220
5.64
Wipro
Franklin Infotech
191
9.12
IPCA LAB
Franklin Pharma
180
10.47
Torrent Pharma
Franklin Pharma
187
10.18
Indoco Remedies
Reliance Pharma
174
8.81
Cadilla Healthcare
ICICI Prudential Discovery
142
6.77
Exide Ind
UTI Transportation and Logistics
136
5.13
Ranbaxy
Reliance Pharma
109
9.27
Infosys
Franklin Infotech
125
58.2
TCS
Franklin Infotech
53
22

Worst-performing stocks

Funds invested in telecom stocks clocked negative returns
Bharti Airtel posted decline of 57% in one year
Divi’s Lab and Texmaco have posted negative returns for the funds


Worst performing stocks
MF Scheme
1 yr return (%)
% Assets
Bharti Airtel
ICICI Prudential Discovery
-57
6.2
Divis Lab
Reliance Pharma
-51
8.31
Texmaco
UTI Transportation and Logistics
-81
3.35


 

 


 


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