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Diversified Mutual Fund SIP beats Dynamic Funds Returns
Dynamic equity mutual funds offer an alluring promise. They promise to invest heavily at the bottom of the market and lighten up as the market rallies. So, now that the market has scaled all-time highs, dynamic plans would be expected to substantially beat the market with their smart market-timing, right? Surprisingly, over the past one-year and three-year periods ending 16 June 2014, just two out of the six dynamic equity schemes have been able to outperform the S&P BSE Sensex, forget about beating the best mutual funds.
Though one-year may be too short a period to judge performance, their flexibility should have given them the advantage to beat the index at least over a three-year period in view of the market volatility. However, except two schemes, the rest failed to provide even market-beating returns. The other schemes on the list have failed to outperform even a monthly systematic investment plan (SIP).
Yes, that's correct. Even if you had invested in a market index (not even the best equity funds) through an SIP, your investment would have earned a higher return over the three-year period ending 16 June 2014. We have earlier written about the pitfalls of SIPs and even with those issues, an index SIP would have out-performed most of the dynamic funds
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