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.

Related posts

Gold Prices At 6-Year High; Should Invest In Gold Funds, ETFs?

Stock Investor

Aditya Birla Sun Life Fixed Term Plan – Series SJ (1135 days)

Stock Investor

Mint50: Hand -picked mutual funds to build your portfolio

anusha