The worst performing equity mutual funds post-COVID: are you invested in these funds?
This article shows the funds and categories of mutual funds which have been the worst performers in since the 2020 market crash caused by COVID.
The worst performing equity mutual funds post-COVID: are you invested in these funds?
Posted on 30 Jun 2024
Author: Sayan Sircar
Tags: 
Mutual Funds
7 mins read
Mutual Funds
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This article shows the funds and categories of mutual funds which have been the worst performers in since the 2020 market crash caused by COVID.
This article is a part of our detailed article series on the worst performing mutual funds in India. Ensure you have read the other parts here:
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Worst mutual funds of 4th June 2024: which mutual funds fell the most on election results day?
This article lists all the mutual funds that fell the most due to market volatility on 4th June 2024.
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The worst performing mutual funds of 2023: are you invested in these funds?
This article shows the funds and categories of mutual funds which have been the worst performers in 2023.
-
Are you invested in these worst-performing mutual funds?
This article lists mutual funds with the worst historical performance over 3, 5, 10, 15, and 20 years.
-
The worst performing mutual funds of 2022: are you invested in these funds?
This article shows the funds and categories of mutual funds which have been the worst performers in 2022.
-
The worst performing mutual funds of 2021: are you invested in these funds?
This article shows the funds and categories of mutual funds which have been the worst performers in 2021.
Disclaimer: Fund names in this article do not constitute as recommendations to either enter or exit those funds.
📚 Topics covered:
- Category: ELSS
- Category: Large & Mid Cap Fund
- Category: Large Cap Fund
- Category: Mid Cap Fund
- Category: Flexi Cap Fund
- Category: Small Cap Fund
- Category: Focused Fund
- Category: Value Fund
- Category: Multi Cap Fund
- Category: Dividend Yield Fund
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.
This article covers only equity mutual funds and shows the worst 3 performing funds in each category. The date range for these returns, as a single lump sum investment is 23-Mar-2020 to 28-Jun-2024 which is a period of around 4.25 years.
To understand what to do if you have any of these funds in your portfolio:
Please use the find feature of your browser to locate the funds or categories you are interested in.
Category: ELSS
| Fund (category avg = 35.97% | Post-COVID return |
|---|---|
| Axis ELSS Tax Saver Fund Option | 26.19% |
| Aditya Birla Sun Life ELSS Tax Saver Fund | 26.27% |
| Shriram ELSS Tax Saver Fund | 30.06% |
Category: Large & Mid Cap Fund
| Fund (category avg = 38.08% | Post-COVID return |
|---|---|
| Axis Growth Opportunities Fund | 29.11% |
| Aditya Birla Sun Life Equity Advantage Fund | 32.68% |
| LIC MF Large & Mid Cap Fund | 34.72% |
Category: Large Cap Fund
| Fund (category avg = 32.16% | Post-COVID return |
|---|---|
| Axis Bluechip Fund | 24.76% |
| LIC MF Large Cap Fund | 26.79% |
| JM Large Cap Fund | 27.50% |
Category: Mid Cap Fund
| Fund (category avg = 43.67% | Post-COVID return |
|---|---|
| DSP Midcap Fund | 34.72% |
| Axis Midcap Fund | 36.56% |
| Taurus Mid Cap Fund | 38.29% |
Category: Flexi Cap Fund
| Fund (category avg = 35.44% | Post-COVID return |
|---|---|
| Axis Flexi Cap Fund | 27.39% |
| UTI - Flexi Cap Fund | 28.25% |
| LIC MF Flexi Cap Fund | 29.19% |
Category: Small Cap Fund
| Fund (category avg = 50.55% | Post-COVID return |
|---|---|
| Axis Small Cap Fund | 42.69% |
| Aditya Birla Sun Life Small Cap Fund | 43.85% |
| SBI Small Cap Fund | 44.75% |
Category: Focused Fund
| Fund (category avg = 35.02% | Post-COVID return |
|---|---|
| Axis Focused Fund Option | 23.93% |
| Motilal Oswal Focused 25 Fund | 28.56% |
| BANDHAN Focused Equity Fund | 32.06% |
Category: Value Fund
| Fund (category avg = 40.90% | Post-COVID return |
|---|---|
| Groww Value Fund | 34.34% |
| Quantum Long Term Equity Value Fund | 35.25% |
| UTI Value Fund | 36.97% |
Category: Multi Cap Fund
| Fund (category avg = 41.04% | Post-COVID return |
|---|---|
| ITI Multi Cap Fund | 35.33% |
| Invesco India Multicap Fund | 38.22% |
| ICICI Prudential Multicap Fund | 39.43% |
Category: Dividend Yield Fund
| Fund (category avg = 41.27% | Post-COVID return |
|---|---|
| UTI Dividend Yield Fund | 36.44% |
| Aditya Birla Sun Life Dividend Yield | 40.12% |
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