India’s benchmark index Nifty 50 has witnessed a sharp recovery, gaining nearly 10% from its April low, touching 24,461 on Monday. The index hit its lowest point of the current financial year at 22,161.6 on April 7, 2025, marking a significant rebound in just over a month.
Despite short-term volatility, Nifty’s longer-term returns present a mixed picture:
- 3-month gain: 2.55%
- 6-month gain: 1.46%
- 1-year return: 8.32%
However, the index made its 52-week high of 26,277, recorded on September 27, 2024.
Mutual Fund Categories: Top Performers Since April 7
Following equity mutual fund categories have shown strong performance:
| Category | Average Return (%) |
| Auto Sector Funds | 11.17% |
| International Funds | 10.52% |
| Technology Funds | 10.44% |
| Mid & Large Cap Funds | 8.94% |
| Pharma Funds | 6.92% (lowest) |
Global Markets Mirror the Rally
The recovery is not limited to domestic markets. Global indices have also posted impressive gains, reflecting improved investor sentiment and macroeconomic stability:
| Index | Return Since April Low (%) |
| Nifty 50 | 10.30% |
| Nikkei 225 | 18.28% |
| DAX (Germany) | 16.66% |
| Nasdaq | 15.21% |
| Hang Seng | 13.49% |
| S&P 500 | 12.33% |
| NYSE | 11.61% |
| Dow Jones | 8.82% |
Recommendation:
- In this volatile scenario, follow asset allocation as per your financial goals.
- Increase your monthly investments in equity through Systematic Investment Plans (SIPs) and continue with your existing SIPs.
- Review your health and term insurance coverages.
- Ensure your assets, including home/office, against risks.
- Consult Abhishek Bansal or your Financial Advisor on a regular basis for guidance on When to invest, How to invest, and Where to invest.
