This article categorizes mutual funds based on relative performance, highlighting those offering lower returns at higher risk which can be potentially avoided by investors.
Note: Domestic index funds tracking broad indices like the Nifty 50 or Sensex will generally not be found in a table of worst performing mutual funds. Since index funds give “average” return, their position will always be above the worst performers in their respective category. For the same reason, they will not be found in the best performing fund lists as well.
The fund categories in this article are as per AMFI classification. The performance figures are from AMFI website. All funds in this article are of the Direct Growth Category: Do not make this mistake when investing in mutual funds.
Please use the find feature of your browser to locate the funds or categories you are interested in.
Worst performing types of funds
Worst debt funds category-wise
Category
Fund count
Average
Max
Min
Medium Duration Fund
14
3.13%
18.09%
-16.25%
Credit Risk Fund
14
5.99%
22.36%
-16.11%
Dynamic Bond
21
4.11%
14.70%
-15.63%
Corporate Bond Fund
16
2.89%
5.13%
-15.61%
Gilt Fund with 10 year constant duration
3
1.92%
2.95%
0.89%
Long Duration Fund
2
1.06%
1.11%
1.01%
Gilt Fund
19
3.04%
4.86%
1.45%
Medium to Long Duration Fund
13
3.80%
9.85%
1.46%
Banking and PSU Fund
21
3.88%
4.86%
2.95%
Liquid Fund
33
3.36%
4.28%
3.01%
Overnight Fund
24
3.19%
3.27%
3.12%
Ultra Short Duration Fund
21
4.58%
11.87%
3.16%
Money Market Fund
17
3.78%
4.13%
3.20%
Short Duration Fund
18
4.76%
12.55%
3.29%
Low Duration Fund
18
5.05%
16.80%
3.44%
Floater Fund
7
4.06%
4.54%
3.72%
Worst equity funds category-wise
Category
Fund count
Average
Max
Min
Sectoral/ Thematic
89
33.81%
84.20%
-5.16%
ELSS
34
32.97%
63.27%
12.68%
Focused Fund
20
33.27%
43.16%
15.98%
Flexi Cap Fund
22
34.06%
58.27%
16.33%
Large Cap Fund
26
27.86%
34.42%
18.06%
Multi Cap Fund
9
44.34%
53.51%
21.85%
Value Fund
14
36.93%
66.24%
25.53%
Mid Cap Fund
21
46.23%
66.92%
29.58%
Large & Mid Cap Fund
25
39.18%
48.04%
29.91%
Contra Fund
2
31.60%
31.94%
31.26%
Dividend Yield Fund
6
40.93%
48.66%
31.77%
Small Cap Fund
20
64.75%
91.73%
34.93%
Worst hybrid funds category-wise
Category
Fund count
Average
Max
Min
Conservative Hybrid Fund
14
9.48%
15.39%
-15.58%
Arbitrage Fund
22
4.06%
4.61%
2.79%
Multi Asset Allocation
7
20.63%
35.54%
5.92%
Equity Savings
20
13.40%
18.36%
7.73%
Dynamic Asset Allocation or Balanced Advantage
15
16.32%
27.11%
8.74%
Aggressive Hybrid Fund
25
26.56%
44.59%
15.14%
Balanced Hybrid Fund
1
17.38%
17.38%
17.38%
Worst “other” funds category-wise
Category
Fund count
Average
Max
Min
FoF Overseas
27
11.05%
31.32%
-26.39%
FoF Domestic
46
15.78%
46.25%
-5.25%
Overseas Index Funds
24
27.68%
61.37%
18.78%
Retirement Fund
19
17.07%
49.34%
3.28%
Children’s Fund
6
36.90%
80.01%
16.67%
In the sections below, we will pick up up to 3 worst performers in the same category.
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This post titled The worst performing mutual funds of 2021: are you invested in these funds? first appeared on 02 Jan 2022 at https://arthgyaan.com
Mutual Funds
