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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
7 mins read
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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.

The worst performing equity mutual funds post-COVID: are you invested in these funds?

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:

Disclaimer: Fund names in this article do not constitute as recommendations to either enter or exit those funds.

📚 Topics covered:

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%

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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%

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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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This post titled The worst performing equity mutual funds post-COVID: are you invested in these funds? first appeared on 30 Jun 2024 at https://arthgyaan.com


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