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
Gilt Fund with 10 year constant duration
3
0.86%
1.39%
0.34%
Dynamic Bond
18
3.76%
10.78%
0.53%
Credit Risk Fund
12
4.73%
10.12%
0.94%
Banking and PSU Fund
21
3.84%
10.57%
1.13%
Medium to Long Duration Fund
12
5.04%
22.17%
1.23%
Medium Duration Fund
12
4.97%
25.73%
1.62%
Long Duration Fund
2
2.31%
2.76%
1.86%
Gilt Fund
18
2.98%
4.27%
1.99%
Corporate Bond Fund
17
3.72%
4.78%
2.34%
Short Duration Fund
20
5.08%
27.43%
3.11%
Floater Fund
10
4.60%
5.05%
3.32%
Ultra Short Duration Fund
21
4.82%
5.43%
4.11%
Money Market Fund
19
4.77%
5.11%
4.24%
Low Duration Fund
17
4.64%
5.16%
4.30%
Liquid Fund
31
4.85%
5.01%
4.54%
Overnight Fund
24
4.68%
4.78%
4.55%
Worst equity funds category-wise
Category
Fund count
Average
Max
Min
Sectoral/ Thematic
102
4.15%
30.52%
-33.29%
Focused Fund
22
2.92%
19.93%
-13.56%
Flexi Cap Fund
24
1.48%
19.09%
-12.68%
Large & Mid Cap Fund
24
2.97%
15.02%
-12.23%
ELSS
31
3.55%
14.18%
-11.23%
Small Cap Fund
21
2.88%
11.20%
-5.48%
Dividend Yield Fund
7
4.19%
10.82%
-4.74%
Large Cap Fund
27
3.34%
12.30%
-4.62%
Mid Cap Fund
22
3.84%
19.94%
-4.47%
Multi Cap Fund
13
5.42%
14.97%
-2.04%
Value Fund
18
7.21%
17.29%
-1.80%
Contra Fund
2
6.98%
8.88%
5.09%
Multi Asset Allocation
7
5.62%
17.61%
-4.31%
Worst hybrid funds category-wise
Category
Fund count
Average
Max
Min
Aggressive Hybrid Fund
24
4.51%
15.26%
-3.94%
Dynamic Asset Allocation or Balanced Advantage
19
4.51%
19.56%
-1.18%
Equity Savings
19
4.25%
7.90%
0.11%
Conservative Hybrid Fund
15
4.42%
7.87%
1.09%
Arbitrage Fund
22
4.61%
5.85%
3.23%
Balanced Hybrid Fund
1
6.54%
6.54%
6.54%
Worst “other” funds category-wise
Category
Fund count
Average
Max
Min
FoF Overseas
39
-12.83%
15.50%
-38.57%
FoF Domestic
56
2.71%
13.14%
-32.92%
Overseas Index Funds
49
1.84%
7.60%
-25.32%
Children’s Fund
6
-1.26%
6.24%
-6.22%
Retirement Fund
26
2.72%
9.95%
-5.62%
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 2022: are you invested in these funds? first appeared on 02 Jan 2023 at https://arthgyaan.com
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