Equity Mutual Funds

Around 50% of Equity Mutual Funds Negatively Ended

Equity mutual funds gained negative returns in 2019:

This year, among 213 actively performed equity mutual funds, nearly 49% of schemes obtained negative returns compared to their benchmarks. In that 31 schemes obtained unsatisfactory returns or negative returns.

Moreover, the small-cap mutual fund schemes hit their benchmark this year. Its average of YTD declined to 3.5% and also in the BSE Small Cap Index declined to 9%. Similarly, in the Nifty Smallcap 250 declined to 11%. The average of Midcap has raised a minimum of 1.3% revenue in this year. Also, Nifty Midcap 150 index gained -2% returns.

The equity mutual funds gained negative returns in Small-Cap schemes:

Small-Cap YTD Annualised Returns (%)
Quant Small-Cap Fund -26.11
Aditya Birla Sl Small Cap Fund -13.53
HSBC Small Cap Equity Fund -12.98
HDFC Small Cap Fund -10.83
L&T Emerging Business Fund -9.99
Sundaram Small Cap Fund -8.2
Franklin India Smaller Cos Fund -7.11
IDBI Small Cap Fund -6.79
Nippon India Small-Cap Fund -4.95

The companies gained negative returns in Mid Cap schemes:

Mid Cap YTD Annualised Returns (%)
Aditya Birla Sl Midcap Fund -4.61
IDBI Midcap Fund -3.72
Quant Mid Cap Fund -3.23
Sundaram Mid Cap -2.06
L&T Midcap Fund -1.99
UTI Mid Cap Fund -1.95
Baroda Mid-cap Fund -1.76
ICICI Pru Midcap Fund -1.43
HDFC Mid Cap Fund -1.32

The companies gained negative returns in Tax Saving or ELSS schemes:

Tax Saving or ELSS YTD Annualised Returns (%)
Quantum Tax Saving Fund -2.37
Nippon India Tax Saver Fund -0.01

The companies gained negative returns in Value-oriented schemes:

Value-oriented YTD Annualised Returns (%)
Aditya Birla Sl Pure Value Fund -11.74
IDFC Sterling Value Fund -7.79
Quantum Long Term Equity Value fund -2.4
Templeton India Value Fund -1.11
HDFC Capital Builder Value Fund  -1.11

The companies gained negative returns in Focused  schemes:

Focused  YTD Annualised Returns (%)
ICIC Pru Focused Equity Fund -0.61
ICIC Pru Dividend Yield Equity Fund -3.8

Entier in the Small-cap fund, the HDFC Small Cap Fund is the highest fund and the value of organized assets is  Rs 9,034 cr, but it was declined 11%. After that, Nippon India Small Cap Fund, Franklin India Smaller Companies Fund, L&T Emerging Business, and DSP Smallcap were also gained negative returns.

Disclaimer: This post is just about mutual fund news only. It does not give any advice or recommendation. Please consult your investment advisor before making the decision.

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