11 equity mutual funds deliver over 50% returns since last Holi. Do you own any?

Around 11 equity mutual funds have delivered over 50% returns since the last Holi celebrated on March 14, 2025, an analysis by ETMutualFunds showed. There were 551 funds in the said time period, of which 531 funds gave positive returns and 20 funds gave negative returns.

The analysis further showed that two funds posted returns over 100% since the last Holi. Nippon India Taiwan Equity Fund and DSP World Mining Overseas Equity Omni FoF delivered 112.79% and 111.56% returns, respectively, since March 14, 2025.

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ICICI Pru Strategic Metal and Energy Equity FoF offered a return of 86.07% since the last Holi, followed by HSBC Brazil Fund, which yielded 66.85% returns in the mentioned period. DSP Global Clean Energy Overseas Equity Omni FoF delivered a return of 63.15% since Holi 2025, followed by Edelweiss Emerging Markets Opp Eq. Offshore Fund and HSBC Global Emerging Markets Fund, which gave 59.50% and 58.40% returns, respectively, from March 14, 2025.

Kotak Global Emerging Market Overseas Equity Omni FOF delivered a return of 56.18% since March 14, 2025. This fund was followed by Mirae Asset Global Electric & Autonomous Vehicles Equity Passive FOF, which gave 55.44% returns in the same period.

HSBC Asia Pacific (Ex Japan) DYF and Mirae Asset S&P 500 Top 50 ETF FoF delivered 53.57% and 50.52% returns respectively since last Holi.

Others in the list

HDFC Defence Fund, the only actively managed fund based on the defence sector, gave 41.68% returns since last Holi. Two funds from Edelweiss Mutual Fund – Edelweiss Europe Dynamic Equity Off-shore Fund and Edelweiss Greater China Equity Off-shore Fund – delivered 39.40% and 39.05% returns, respectively, from March 14, 2025, to date.Mirae Asset NYSE FANG+ETF FoF delivered a return of 35.46% in the said time period. SBI PSU Fund posted a return of 32.19% in the mentioned time frame.

Two funds from ICICI Prudential Mutual Fund – ICICI Pru PSU Equity Fund and ICICI Pru Manufacturing Fund – delivered a return of 24.02% and 23.84% respectively since last Holi. HDFC Mid Cap Fund posted a return of 22.45% since last Holi.

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Canara Rob Infrastructure Fund and SBI Energy Opportunities Fund posted a return of 19.25% each since the last Holi in 2025. The flexi cap fund and the contra fund from Kotak Mutual Fund gained 17.92% each since last Holi.

Parag Parikh Flexi Cap Fund, the largest active fund and flexi cap fund based on the assets managed, was the last one to deliver double-digit gains as the fund posted a return of 10.04% since last Holi.

WOC Digital Bharat Fund, a technology sector-based fund, was the last one to deliver positive returns, as the fund gave a return of 1.58% in the said time frame.

Negative performers

Quant Teck Fund, a technology sector-based fund, lost the most, around 17.19%, since the last Holi. Tata Digital India Fund and Samco Active Momentum Fund lost 9.59% and 9.06% since the last Holi.

The next four funds were based on the technology sector, including one passive fund. Samco Multi Cap Fund and Quant Consumption Fund lost 5.06% and 4.92%, respectively, since last Holi. A multi-cap fund and a mid cap fund from Motilal Oswal Mutual Fund lost 0.96% and 0.62%, respectively, since the last Holi.

Motilal Oswal Digital India Fund and Quant Mid Cap Fund were the last ones in the list to deliver negative returns. These funds lost 0.23% and 0.03% in the said time period.

We considered all equity mutual funds. We considered regular and growth options. We calculated the performance from the last Holi celebrated on March 14, 2025, to March 2, 2026.

Note: The above exercise is not a recommendation. The exercise was done to find how equity mutual funds performed since the last Holi. One should not make investment or redemption decisions based on the above exercise.

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One should always make investment decisions based on one’s risk appetite, investment horizon, and goals.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times.)

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