Equity mutual funds lose up to 20% in nine months. Are there any included in your portfolio?

Equity mutual funds have offered negative returns of up to 20% in the last nine months, an analysis by ETMutualFunds showed. There were 269 funds during the mentioned period, of which 160 delivered negative returns, while around 109 funds posted positive returns.There were 14 schemes that recorded double-digit losses. The top two losers were from Samco Mutual Fund. Samco Flexi Cap Fund and Samco ELSS Tax Saver Fund lost 20.22% and 16.65%, respectively, in the last nine months.
The next three schemes on the list were from Quant Mutual Fund. Quant Mid Cap Fund, Quant ELSS Tax Saver Fund, and Quant Active Fund delivered negative returns of around 16.48%, 16.02%, and 15.92%, respectively, in the said period.

Shriram Flexi Cap Fund lost 14.28% in the same time period. The next two schemes—Quant Value Fund and Quant Large & Mid Cap Fund—offered negative returns of 13.87% and 13.57%, respectively, in the mentioned period.

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Quant Small Cap Fund, the largest fund managed by Quant Mutual Fund, lost 10.84% in the same period. Franklin India Smaller Companies Fund lost 8.92% in the mentioned period.
Two schemes from Mahindra Manulife Mutual Fund—Mahindra Manulife Large & Mid Cap Fund and Mahindra Manulife Small Cap Fund—lost 8.34% and 8.28%, respectively, in the same time period.
The largest small-cap fund based on assets managed, Nippon India Small Cap Fund, delivered a negative return of 7.11% in the said time period. Kotak Equity Opportunities Fund and Kotak Small Cap Fund delivered negative returns of 5.02% and 4.94%, respectively, in the last nine months.

Baroda BNP Paribas Mid Cap Fund and Baroda BNP Paribas Large & Mid Cap Fund delivered negative returns of 2.85% and 2.83%, respectively, in the said period, followed by Canara Robeco Mid Cap Fund, which lost 2.81% in the same period.

SBI Magnum Midcap Fund delivered a negative return of around 1.46% in the last nine months. Two schemes from SBI Mutual Fund—SBI Contra Fund and SBI Flexicap Fund—lost 1.27% and 1.22%, respectively, in the same period.

Mahindra Manulife Large Cap Fund lost the least, around 0.07%, in the above-mentioned period.

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Positive Performers

The top two performers were from Motilal Oswal Mutual Fund. Motilal Oswal Large Cap Fund and Motilal Oswal Midcap Fund delivered returns of 15.06% and 9.42%, respectively, in the last nine months.

Parag Parikh Flexi Cap Fund and Parag Parikh ELSS Tax Saver Fund delivered returns of 7.79% and 7.27%, respectively, in the mentioned period.

ICICI Pru Value Discovery Fund offered a return of 4.89% in the said period. Two focused funds—SBI Focused Equity Fund and Aditya Birla SL Focused Fund—delivered 3.70% each in the same period.

HDFC Large Cap Fund and Mirae Asset ELSS Tax Saver Fund delivered the lowest positive returns of 0.03% and 0.02%, respectively, in the said period.

We considered all equity funds, both regular and growth options. The performance was calculated for the last nine months.

Note: The above exercise is not a recommendation. It was done to assess how equity mutual funds have performed in the last nine months. Investment or redemption decisions should not be based solely on this analysis.

Always choose a scheme based on your risk appetite, investment horizon, and financial 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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