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最高收益超80%!主动权益基金2025上半年业绩出炉!
Sou Hu Cai Jing·2025-07-03 11:41

Core Viewpoint - The A-share market experienced a volatile first half of 2025, with the Shanghai Composite Index slightly up by 2.76%, while the Shenzhen Component Index and the ChiNext Index saw gains of around 0.5%. The CSI 2000, representing small-cap stocks, performed notably well with over 15% growth [1]. Group 1: Active Equity Funds Performance - A total of 7,285 active equity funds reported performance for the first half of 2025, with an average return of 7.32% and a median return of 5.33%, outperforming the three major A-share indices [1]. - Among these funds, 53 achieved returns exceeding 50% [1]. Group 2: Funds Over 100 Billion - In the category of active equity funds with over 100 billion yuan, 19 funds were identified, with notable performances from funds managed by Xie Zhiyu and Ge Lan [2]. - The top five funds in this category had returns ranging from 3.63% to 15.85%, all surpassing the Shanghai Composite Index [2]. Group 3: Fund Details Over 100 Billion - The leading fund, "Xingquan He Yi LOF" managed by Xie Zhiyu and Xue Yiran, reported a return of 15.85% with a scale of approximately 144.89 billion yuan, and a cumulative return of 62.31% since its inception [6]. - The top holdings of this fund included major tech companies such as Xiaomi, Alibaba, and Tencent [6]. Group 4: Funds Between 50-100 Billion - In the 50-100 billion yuan category, 43 active equity funds were analyzed, with the top five funds achieving returns from 11.58% to 49.04% [10]. - The leading fund in this group was managed by Penghua Fund, with a return of 49.04% [12]. Group 5: Funds Between 20-50 Billion - For funds in the 20-50 billion yuan range, 338 funds were evaluated, with the top five funds achieving returns from 33% to 54.08% [15]. - The top fund, "Zhongyin Chuangxin Yiliao," managed by Zheng Ning, reported a return of 54.08% [19]. Group 6: Funds Between 10-20 Billion - In the 10-20 billion yuan category, 447 funds were assessed, with the top five funds primarily focused on the pharmaceutical sector [20]. - The leading fund in this group was managed by Ping An Fund, achieving a return of 56.97% [21]. Group 7: Funds Between 5-10 Billion - The 5-10 billion yuan category included 675 funds, with the top five funds showing returns from 57.41% to 72.16% [26]. - The top fund, "Hua Xia Bei Jiao Suo Chuang Xin," reported a return of 72.16% [25]. Group 8: Funds Between 1-5 Billion - In the smallest category of 1-5 billion yuan, 2022 funds were analyzed, with the top five funds achieving returns from 57.11% to 82.45% [26]. - The leading fund, "Zhongxin Jiantou Bei Jiao Suo Jing Xuan," reported an impressive return of 82.45% [30].