Equity mutual funds offer up to 32% return in first six months of 2025. Sectoral, thematic funds rule return chart

Equity mutual funds have offered up to 32% return in the first half of 2025 (January to June) and sectoral and thematic funds have ruled the return chart in the same time period, an analysis by ETMutualFunds showed. A deep dive in the data showed that the first 46 funds were sectoral and thematic funds.

There were nearly 538 funds in the mentioned time frame, of which 44 gave double-digit returns, 348 gave single-digit returns, and 146 gave negative returns.

Edelweiss Europe Dynamic Equity Off-shore Fund, the topper in the said period, delivered a return of 32.03% in the first half of the current calendar year. HSBC Brazil Fund and Invesco India – Invesco Pan European Equity FoF gave 30.97% and 23.86% returns respectively in H1 CY 2025.

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Mirae Asset Hang Seng TECH ETF FoF offered a 20.31% return in the mentioned time period.HDFC Defence Fund, the only actively managed fund based on defence sector, posted a return of 19.33%.

Edelweiss US Technology Equity FOF and Edelweiss Gr China Equity Off-Shore Fund were the last ones to offer double-digit returns in the first half of 2025.DSP Global Innovation FoF- gave 9.74% return in the said time period. In the similar time frame, HDFC Flexi Cap Fund posted a return of 7.11% and Mirae Asset Large Cap Fund gave 6.31% in the same period.Parag Parikh Flexi Cap Fund, the largest active fund and flexi cap fund based on assets managed, posted a return of 5.29% in the first six months of the current calendar year.

SBI Energy Opportunities Fund and SBI Equity Minimum Variance Fund gave 3.99% in the similar time period. Mirae Asset NYSE FANG+ETF FoF, an international fund, gave a return of 3.16% in the first half of 2025 so far.

SBI Contra Fund, the largest and oldest contra fund, offered a return of 3.02% in the said time period.Edelweiss Mid Cap Fund delivered a return of 2.69% in the said time period.

Franklin India Prima Fund, a prominent mid cap fund, posted a return of 1.63% in the first half of 2025. HSBC Infrastructure Fund was the last one to post positive returns in the said time period. The fund gave 0.02% return.

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Losers in the H1 CY2025

Shriram Multi Sector Rotation Fund lost the most at around 18.40% in the first half of 2025, followed by Union Active Momentum Fund which lost 12.12% in the same period.

LIC MF Small Cap Fund offered a return of 10.93% in the mentioned time period. Mirae Asset S&P 500 Top 50 ETF FoF offered a negative return of 5.78% in the same period.

Kotak Small Cap Fund and Tata Small Cap Fund lost 3.98% each in the mentioned period. Quant Commodities Fund and Quant Infrastructure Fund gave a negative return of 2.48% and 2.45% respectively in the first six months of 2025.

SBI Technology Opp Fund and SBI Small Cap Fund lost 2.27% and 2.23% respectively in the mentioned time period.

The largest small cap fund based on assets managed, Nippon India Small Cap Fund, lost 1.43% in the first half of the current calendar year. Quant Small Cap Fund lost 0.09% in the mentioned period. Tata Multicap Fund was the last fund to deliver negative returns in the said period.

We considered all equity mutual funds including sectoral and thematic funds. We considered regular and growth options. We calculated the performance from January 1, 2025 to June 30, 2025.

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Note, the above exercise is not a recommendation. The exercise was done to find how equity mutual funds have performed in the first half of the current calendar year. One should not make investment or redemption decisions based on the above exercise.

One should always consider risk appetite, investment horizon, and goals before making any investment decisions.

(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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