Mutual Funds Near 52-Week Lows: Is Now the Best Time to Buy?
This article lists funds that are currently close to their lowest NAVs in the past year.
Mutual Funds Near 52-Week Lows: Is Now the Best Time to Buy?
Posted on 03 Feb 2025 • Updated on: 13 Apr 2025
Author: Sayan Sircar
25 mins read
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This article lists funds that are currently close to their lowest NAVs in the past year.
Disclaimer: The Fund names in this article are not recommendations to buy/hold/sell. Mutual funds are subject to market risks. Do not invest real money without adequate research.
📚 Table of Contents
- Mutual Funds Near Their 52-Week Lows ? Should You Buy?
- Who Benefits from This Strategy?
- Which mutual funds are trading closest to their 52-week lows?
- What should investors do with this data?
Mutual Funds Near Their 52-Week Lows ? Should You Buy?
Identifying mutual funds trading close to their 52-week lows will give you an idea that the market has bottomed out. We already have a list of funds available for bottom-fishing based on the fall of their 52-week high NAVs: Bottom fishing tracker: which mutual funds have fallen the most?
Objection: Isn't buying at 52-week lows just market timing?
Response: While it may seem like market timing, this approach is about performing an initial shortlist of funds as a part of a broader fund-picking strategy.
This article will show you a list of funds that have fallen and are trading very close to their 52-week low NAVs.
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Who Benefits from This Strategy?
Investors who have received a recent windfall like an annual bonus, money from a property sale or are simply rebalancing their portfolio, can start their mutual fund shortlisting journey from a list like this.
We recommend having the experience of at least one market cycle because, without it, it is easy to believe that stock markets rise 15-20% every year, like a supercharged fixed deposit.
If you are not this type of investor, it’s best to continue your SIP in your chosen funds as-is without making any additional changes.
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Which mutual funds are trading closest to their 52-week lows?
We have set a threshold of 10% or less closeness to the 52-week low NAV to identify these opportunities using NAV data from AMFI for the closing date of 15-Apr-2025.
A fund will make it to this list if, for example, the 52-week low NAV is 50 and its current NAV is equal to or lower than 55. A maximum of 10 funds in each category are presented to keep the list of funds manageable.
Equity: Value
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Mahindra Manulife Value | 2.06 | 10.0351 | 10.2418 |
| BANDHAN Sterling Value | 2.59 | 147.5250 | 151.3390 |
| Templeton India Value | 3.39 | 699.1915 | 722.9092 |
| Quant Value | 3.96 | 17.6527 | 18.3526 |
| JM Value | 4.25 | 93.5753 | 97.5545 |
| Union Value | 4.43 | 25.2700 | 26.3900 |
| Baroda BNP Paribas Value | 4.63 | 12.6520 | 13.2374 |
| Aditya Birla Sun Life Pure Value | 4.68 | 118.8609 | 124.4277 |
| Groww Value | 4.77 | 27.2327 | 28.5322 |
| Tata Equity PE | 5.65 | 337.2983 | 356.3538 |
Debt: Liquid
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Shriram Liquid | 2.77 | 1002.1019 | 1029.8700 |
| Motilal Oswal Liquid | 7.11 | 12.8491 | 13.7625 |
| Quantum Liquid | 7.17 | 32.4648 | 34.7929 |
| Parag Parikh Liquid | 7.19 | 1343.6534 | 1440.2236 |
| ITI Liquid | 7.31 | 1261.2873 | 1353.5437 |
| 360 ONE LIQUID | 7.36 | 1859.7141 | 1996.5431 |
| SBI Liquid | 7.46 | 3786.0406 | 4068.3519 |
| JM Liquid | 7.46 | 66.1227 | 71.0552 |
| WhiteOak Capital Liquid | 7.47 | 1297.5250 | 1394.4662 |
| TRUSTMF Liquid | 7.49 | 1172.4392 | 1260.2159 |
Equity: ELSS
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Groww ELSS Tax Saver | 2.18 | 19.2600 | 19.6800 |
| BANDHAN ELSS Tax Saver | 3.03 | 152.4550 | 157.0740 |
| Union ELSS Tax Saver | 3.30 | 59.9200 | 61.9000 |
| Aditya Birla Sun Life ELSS Tax Saver | 4.40 | 56.6200 | 59.1100 |
| NJ ELSS Tax Saver Scheme | 4.44 | 12.8300 | 13.4000 |
| Navi ELSS Tax Saver | 4.48 | 29.6462 | 30.9744 |
| Sundaram Diversified Equity ELSS | 4.61 | 201.7505 | 211.0422 |
| Mahindra Manulife ELSS Tax Saver | 4.66 | 28.7015 | 30.0392 |
| Samco ELSS Tax Saver | 4.74 | 11.1800 | 11.7100 |
| Shriram ELSS Tax Saver | 4.75 | 20.6814 | 21.6646 |
Other: FoF Domestic
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Axis Equity ETFs FOF | 2.95 | 13.2944 | 13.6865 |
| Mirae Asset Nifty India New Age Consumption ETF | 3.54 | 8.2300 | 8.5210 |
| Mirae Asset Nifty India Manufacturing ETF FOF | 3.68 | 15.4270 | 15.9940 |
| Tata Nifty India Digital ETF | 4.00 | 12.2083 | 12.6972 |
| HSBC Aggressive Hybrid Active FOF | 4.14 | 36.6428 | 38.1582 |
| Mirae Asset Equity Allocator | 4.16 | 21.5680 | 22.4650 |
| Nippon India Passive Flexicap FoF | 4.22 | 18.3062 | 19.0786 |
| Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF | 4.27 | 8.2900 | 8.6440 |
| Groww Nifty 200 ETF FOF | 4.51 | 9.9975 | 10.4484 |
| ICICI Prudential Nifty Alpha Low Volatility 30 ETF FOF | 4.68 | 13.2811 | 13.9026 |
Equity: Sectoral or Thematic
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| SBI Automotive Opportunities | 0.22 | 8.3172 | 8.3351 |
| WhiteOak Capital Digital Bharat | 0.65 | 8.5930 | 8.6490 |
| Motilal Oswal Digital India | 0.95 | 8.1822 | 8.2600 |
| Aditya Birla Sun Life Conglomerate | 1.29 | 9.3000 | 9.4200 |
| Aditya Birla Sun Life Transportation and Logistics | 1.61 | 11.8300 | 12.0200 |
| Quantum Ethical | 1.70 | 8.8000 | 8.9500 |
| Taurus Ethical | 1.79 | 126.5600 | 128.8200 |
| SBI MAGNUM GLOBAL | 1.84 | 360.9403 | 367.5657 |
| Tata India Innovation | 1.86 | 8.4797 | 8.6371 |
| Aditya Birla Sun Life Digital India | 1.97 | 162.3300 | 165.5300 |
Equity: Large Cap
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Union Largecap | 3.47 | 21.9100 | 22.6700 |
| BARODA BNP PARIBAS LARGE CAP | 3.76 | 222.3780 | 230.7329 |
| JM Large Cap | 3.84 | 152.7536 | 158.6150 |
| quant Large Cap | 3.93 | 13.3863 | 13.9124 |
| Sundaram Large Cap | 3.97 | 20.0217 | 20.8162 |
| Tata Large Cap | 4.01 | 505.3120 | 525.5775 |
| HDFC Large Cap | 4.13 | 1085.8200 | 1130.6980 |
| Groww Largecap | 4.21 | 43.9200 | 45.7700 |
| Taurus Large Cap | 4.37 | 144.9900 | 151.3300 |
| BAJAJ FINSERV LARGE CAP | 4.46 | 8.7620 | 9.1530 |
Hybrid: Aggressive
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| HSBC Aggressive Hybrid | 3.96 | 52.5597 | 54.6414 |
| Groww Aggressive Hybrid | 4.18 | 20.5483 | 21.4067 |
| Tata Hybrid Equity | 4.25 | 435.5076 | 454.0252 |
| Shriram Aggressive Hybrid | 4.38 | 32.0756 | 33.4793 |
| Baroda BNP Paribas Aggressive Hybrid | 4.93 | 27.7100 | 29.0751 |
| Union Aggressive Hybrid | 5.26 | 16.3600 | 17.2200 |
| BANK OF INDIA MID SMALL CAP EQUITY DEBT | 5.32 | 34.9500 | 36.8100 |
| LIC MF Aggressive Hybrid | 5.39 | 190.2166 | 200.4715 |
| quant Absolute | 5.41 | 394.1956 | 415.5040 |
| JM Aggressive Hybrid | 5.77 | 120.4682 | 127.4180 |
Equity: Flexi Cap
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Taurus Flexi Cap | 2.42 | 207.3000 | 212.3100 |
| Samco Flexi Cap | 2.91 | 9.2800 | 9.5500 |
| SBI Flexicap | 3.04 | 107.0911 | 110.3520 |
| NJ Flexi Cap | 3.32 | 12.0400 | 12.4400 |
| Navi Flexi Cap | 3.82 | 22.3842 | 23.2401 |
| Nippon India Flexi Cap | 4.00 | 15.0405 | 15.6428 |
| JM Flexicap | 4.24 | 97.2440 | 101.3695 |
| Union Flexi Cap | 4.51 | 48.3700 | 50.5500 |
| Shriram Flexi Cap | 4.96 | 19.9654 | 20.9553 |
| ICICI Prudential Flexicap | 5.01 | 16.5600 | 17.3900 |
Equity: Large Mid Cap
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Union Large Midcap | 3.68 | 23.0900 | 23.9400 |
| HDFC Large and Mid Cap | 4.25 | 302.2330 | 315.0690 |
| Aditya Birla Sun Life Equity Advantage | 4.30 | 844.0800 | 880.3400 |
| Kotak Equity Opportunities | 4.40 | 329.8520 | 344.3780 |
| HSBC Large Mid Cap | 4.48 | 23.9379 | 25.0103 |
| Mirae Asset Large Midcap | 4.54 | 141.0990 | 147.4990 |
| ITI Large Midcap | 4.76 | 8.2531 | 8.6463 |
| Mahindra Manulife Large Mid Cap | 4.80 | 25.0270 | 26.2291 |
| Helios Large Mid Cap | 5.13 | 8.7700 | 9.2200 |
| Axis Opportunities | 5.22 | 30.0900 | 31.6600 |
Debt: Low Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Edelweiss Low Duration | 0.92 | 1000.7779 | 1009.9640 |
| Franklin India Low Duration | 1.36 | 10.0000 | 10.1360 |
| BANDHAN Low Duration | 8.02 | 36.0164 | 38.9053 |
| CANARA ROBECO SAVINGS | 8.08 | 39.4499 | 42.6378 |
| Invesco India Low Duration | 8.11 | 3587.5683 | 3878.4863 |
| DSP Low Duration | 8.15 | 18.6436 | 20.1633 |
| Tata Treasury Advantage | 8.16 | 3679.0902 | 3979.4698 |
| UTI Low Duration | 8.21 | 3279.0147 | 3548.3301 |
| JM Low Duration | 8.22 | 34.6276 | 37.4746 |
| BARODA BNP PARIBAS LOW DURATION | 8.22 | 39.9006 | 43.1807 |
Hybrid: Conservative
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| BARODA BNP PARIBAS Conservative Hybrid | 7.96 | 48.6102 | 52.4782 |
| Nippon India Hybrid Bond | 8.35 | 56.8403 | 61.5837 |
| LIC MF Conservative Hybrid | 8.60 | 80.9727 | 87.9349 |
| SBI Conservative Hybrid | 8.73 | 70.1214 | 76.2432 |
| HDFC Hybrid Debt | 8.75 | 78.2943 | 85.1485 |
| Sundaram Conservative Hybrid | 8.76 | 29.3855 | 31.9601 |
| Franklin India Debt Hybrid | 8.94 | 88.1846 | 96.0683 |
| BANDHAN Conservative Hybrid | 9.11 | 31.9197 | 34.8284 |
| CANARA ROBECO CONSERVATIVE HYBRID | 9.45 | 97.9270 | 107.1789 |
| Axis Conservative Hybrid | 9.79 | 31.0828 | 34.1250 |
Debt: Ultra Short Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Franklin India Ultra Short Duration | 4.98 | 10.0000 | 10.4978 |
| Motilal Oswal Ultra Short Term | 6.63 | 16.1248 | 17.1945 |
| BANK OF INDIA Ultra Short Duration | 7.54 | 2997.8127 | 3223.8469 |
| ITI Ultra Short Duration | 7.63 | 1171.7288 | 1261.1320 |
| WhiteOak Capital Ultra Short Duration | 7.65 | 1290.1812 | 1388.8853 |
| CANARA ROBECO ULTRA SHORT TERM | 7.68 | 3696.4163 | 3980.4346 |
| PGIM India Ultra Short Duration | 7.76 | 32.5703 | 35.0972 |
| BANDHAN ULTRA SHORT TERM | 7.77 | 14.0796 | 15.1738 |
| SBI MAGNUM ULTRA SHORT DURATION | 7.84 | 5553.5574 | 5989.0024 |
| Baroda BNP Paribas Ultra Short Duration | 7.85 | 1426.6575 | 1538.6514 |
Debt: Short Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Union Short Duration | 2.13 | 10.0087 | 10.2220 |
| CANARA ROBECO SHORT DURATION | 8.79 | 25.0734 | 27.2774 |
| UTI Short Duration | 8.98 | 30.4886 | 33.2265 |
| JM Short Duration | 9.09 | 11.0973 | 12.1057 |
| TRUSTMF Short Duration | 9.11 | 1149.4704 | 1254.2391 |
| Invesco India Short Duration | 9.32 | 3540.8390 | 3870.8847 |
| DSP Short Term | 9.33 | 45.5513 | 49.8013 |
| Groww Short Duration | 9.33 | 2149.5050 | 2350.0796 |
| SBI SHORT TERM DEBT | 9.35 | 30.6870 | 33.5553 |
| HSBC Short Duration | 9.35 | 25.2308 | 27.5891 |
Debt: Money Market
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Bank of India Money Market | 1.82 | 10.0047 | 10.1872 |
| LIC MF Money Market | 6.70 | 1111.2362 | 1185.7131 |
| DSP Savings | 7.79 | 49.5911 | 53.4518 |
| Union Money Market | 7.83 | 1157.0565 | 1247.6540 |
| TRUSTMF MONEY MARKET | 7.87 | 1119.5323 | 1207.5948 |
| PGIM India Money Market | 7.95 | 1248.0774 | 1347.3359 |
| Invesco India Money Market | 7.97 | 2876.0841 | 3105.2571 |
| Baroda BNP Paribas Money Market | 7.99 | 1275.9380 | 1377.9093 |
| Sundaram Money Market | 8.02 | 13.7683 | 14.8730 |
| HSBC Money Market | 8.05 | 25.2459 | 27.2780 |
Debt: Medium To Long Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| BANK OF INDIA Conservative Hybrid | 4.24 | 33.7712 | 35.2040 |
| Franklin India Medium to Long Duration | 5.82 | 9.9889 | 10.5701 |
| BANDHAN Bond | 9.54 | 64.2732 | 70.4024 |
Debt: Medium Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Sundaram Medium Duration | 8.65 | 70.0616 | 76.1240 |
| UTI Medium Duration | 9.60 | 17.6297 | 19.3218 |
| DSP Bond | 9.69 | 77.9821 | 85.5364 |
| SBI MAGNUM MEDIUM DURATION | 9.76 | 49.6470 | 54.4921 |
| Invesco India Medium Duration | 9.81 | 1149.1815 | 1261.9582 |
| HDFC Medium Term Debt | 9.82 | 54.7698 | 60.1470 |
| BANDHAN Bond | 9.83 | 44.7434 | 49.1400 |
| ICICI Prudential Medium Term Bond | 9.98 | 43.9410 | 48.3276 |
Hybrid: Arbitrage
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Samco Arbitrage | 2.10 | 10.0000 | 10.2100 |
| Motilal Oswal Arbitrage | 2.13 | 10.0112 | 10.2247 |
| Franklin India Arbitrage | 2.90 | 10.0000 | 10.2898 |
| WhiteOak Capital Arbitrage | 4.45 | 10.0130 | 10.4590 |
| Mahindra Manulife Arbitrage | 6.63 | 11.8943 | 12.6826 |
| NJ Arbitrage | 7.17 | 11.2599 | 12.0671 |
| Bajaj Finserv Arbitrage | 7.37 | 10.4430 | 11.2130 |
| Parag Parikh Arbitrage | 7.39 | 10.3578 | 11.1234 |
| JM Arbitrage | 7.42 | 31.9313 | 34.2993 |
| BANK OF INDIA Arbitrage | 7.43 | 13.2228 | 14.2046 |
Hybrid: Equity Savings
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| WhiteOak Capital Equity Savings | 1.55 | 9.9930 | 10.1480 |
| Union Equity Savings | 5.20 | 15.9500 | 16.7800 |
| Mahindra Manulife Equity Savings | 5.83 | 21.3957 | 22.6430 |
| Nippon India Equity Savings | 5.91 | 15.9684 | 16.9120 |
| Nippon India Equity Savings | 5.91 | 15.9684 | 16.9120 |
| HDFC Equity Savings | 6.10 | 66.2750 | 70.3150 |
| SBI Equity Savings | 6.70 | 23.3578 | 24.9219 |
| PGIM India Equity Savings | 6.96 | 50.5971 | 54.1178 |
| Baroda BNP Paribas Equity Savings | 7.08 | 15.6045 | 16.7087 |
| Kotak Equity Savings | 7.11 | 25.4491 | 27.2573 |
Other: Index Funds
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Kotak Nifty Commodities Index | 0.34 | 10.1770 | 10.2120 |
| Baroda BNP Paribas Nifty200 Momentum 30 Index | 0.65 | 7.0976 | 7.1436 |
| ICICI Prudential CRISILIBX Financial Services 36 Months Debt Index | 0.73 | 10.0032 | 10.0763 |
| BANDHAN NIFTY200 MOMENTUM 30 INDEX | 0.77 | 13.6362 | 13.7413 |
| ICICI Prudential Nifty 200 Momentum 30 Index | 0.78 | 14.4858 | 14.5995 |
| UTI Nifty 200 Momentum 30 Index | 0.79 | 18.4242 | 18.5701 |
| Aditya Birla Sun Life CrisilIBX Financial Services 912 Months Debt Index | 0.83 | 10.0084 | 10.0917 |
| Bandhan CRISILIBX Financial Services 36 Months Debt Index | 0.84 | 10.0107 | 10.0951 |
| Kotak CRISILIBX Financial Services 36 Months Debt Index | 0.96 | 10.0094 | 10.1053 |
| Kotak Nifty 200 Momentum 30 Index | 1.00 | 12.6480 | 12.7750 |
Debt: Floater
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| UTI Floater | 8.00 | 1427.7560 | 1541.9541 |
| Aditya Birla Sun Life Floating Rate | 8.54 | 324.1651 | 351.8436 |
| SBI Floating Rate Debt | 8.82 | 12.1532 | 13.2255 |
| ICICI Prudential Floating Interest | 9.03 | 417.8421 | 455.5646 |
| HDFC Floating Rate Debt | 9.05 | 45.9640 | 50.1234 |
| Tata Floating Rate | 9.17 | 11.7115 | 12.7858 |
| Nippon India Floating Rate | 9.24 | 42.7863 | 46.7400 |
| KOTAK FLOATING RATE | 9.42 | 1388.4621 | 1519.2899 |
| BANDHAN FLOATING RATE | 9.80 | 11.8032 | 12.9596 |
| Franklin India Floating Rate | 9.89 | 39.8395 | 43.7796 |
Equity: Small Cap
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| HDFC Small Cap | 4.52 | 128.0830 | 133.8680 |
| QUANTUM SMALL CAP | 4.72 | 10.6000 | 11.1000 |
| HSBC Small Cap | 5.19 | 74.0448 | 77.8882 |
| Union Small Cap | 5.45 | 42.9300 | 45.2700 |
| quant Small Cap | 5.60 | 231.6723 | 244.6421 |
| CANARA ROBECO SMALL CAP | 5.68 | 35.3900 | 37.4000 |
| PGIM India Small Cap | 5.68 | 14.0800 | 14.8800 |
| JM Small Cap | 5.69 | 8.4095 | 8.8883 |
| KotakSmall Cap | 5.70 | 254.4000 | 268.9020 |
| Edelweiss Small Cap | 5.90 | 39.7140 | 42.0590 |
Equity: Dividend Yield
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Aditya Birla Sun Life Dividend Yield | 2.15 | 433.0500 | 442.3500 |
| SBI Dividend Yield | 2.16 | 13.6730 | 13.9688 |
| HDFC Dividend Yield | 4.34 | 22.7680 | 23.7550 |
| Baroda BNP Paribas Dividend Yield | 4.45 | 8.4065 | 8.7808 |
| Templeton India Equity Income | 4.52 | 136.0266 | 142.1748 |
| Sundaram Dividend Yield | 5.34 | 129.5871 | 136.5110 |
| Tata Dividend Yield | 5.75 | 16.1340 | 17.0619 |
| ICICI Prudential Dividend Yield Equity | 8.64 | 49.3000 | 53.5600 |
| UTIDividend Yield | 9.13 | 157.3254 | 171.6940 |
| LIC MF Dividend Yield | 9.17 | 26.9935 | 29.4686 |
Solution: Retirement Fund
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| SBI Retirement Benefit | 2.75 | 18.4675 | 18.9756 |
| SBI Retirement Benefit | 3.58 | 17.3363 | 17.9566 |
| ICICI Prudential Retirement | 4.03 | 29.0600 | 30.2300 |
| Union Retirement | 4.13 | 13.7900 | 14.3600 |
| ICICI Prudential Retirement | 4.16 | 23.8000 | 24.7900 |
| Aditya Birla Sun Life Retirement | 4.51 | 18.1550 | 18.9730 |
| Nippon India Retirement | 4.79 | 27.7937 | 29.1243 |
| Nippon India Retirement | 4.79 | 27.7937 | 29.1243 |
| Tata Retirement Savings | 5.21 | 66.8306 | 70.3135 |
| HDFC Retirement Savings | 5.72 | 49.1060 | 51.9150 |
Other: FoF Overseas
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Baroda BNP Paribas Aqua | 0.16 | 11.9984 | 12.0181 |
| Mirae Asset Global Electric Autonomous Vehicles ETFs | 1.17 | 8.3460 | 8.4440 |
| DSP Global Clean Energy | 1.56 | 15.5904 | 15.8336 |
| DSP US Flexible Equity | 2.24 | 54.2099 | 55.4254 |
| Kotak Global Emerging Market | 3.11 | 22.5050 | 23.2040 |
| Edelweiss Emerging Markets Opportunities Equity Offshore | 4.34 | 15.0989 | 15.7538 |
| Kotak International REIT FOF | 5.04 | 9.0000 | 9.4537 |
| Edelweiss US Value Equity Offshore | 5.20 | 30.6393 | 32.2322 |
| DSP Global Innovation | 5.46 | 12.7113 | 13.4048 |
| Axis Global Innovation | 5.93 | 11.6300 | 12.3200 |
Equity: Focused
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Sundaram Focused | 2.30 | 156.1480 | 159.7326 |
| Union Focused | 3.03 | 23.0900 | 23.7900 |
| Tata Focused Equity | 3.34 | 22.0792 | 22.8159 |
| Franklin India Focused Equity | 3.61 | 104.7032 | 108.4833 |
| quant Focused | 3.84 | 82.5848 | 85.7577 |
| 360 ONE Focused Equity | 3.99 | 46.6993 | 48.5623 |
| JM Focused | 4.13 | 20.0834 | 20.9130 |
| Motilal Oswal Focused 25 | 4.39 | 41.1809 | 42.9884 |
| UTI Focused | 5.21 | 14.1870 | 14.9257 |
| HSBC Focused | 5.31 | 22.3353 | 23.5222 |
Debt: Corporate Bond
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| DSP Corporate Bond | 8.65 | 14.6949 | 15.9653 |
| TRUSTMF CORPORATE BOND | 8.87 | 1087.5060 | 1183.9784 |
| CANARA ROBECO CORPORATE BOND | 8.91 | 21.1078 | 22.9881 |
| Franklin India Corporate Debt | 9.24 | 95.9817 | 104.8531 |
| ICICI Prudential Corporate Bond | 9.24 | 28.1693 | 30.7714 |
| BANDHAN Corporate Bond | 9.45 | 17.8143 | 19.4978 |
| Sundaram Corporate Bond | 9.46 | 37.3923 | 40.9281 |
| Union Corporate Bond | 9.49 | 14.0470 | 15.3805 |
| PGIM India Corporate Bond | 9.51 | 43.2230 | 47.3340 |
| UTI Corporate Bond | 9.51 | 15.0693 | 16.5019 |
Hybrid: Dynamic Asset Allocation Or Balanced Advantage
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Unifi Dynamic Asset Allocation | 0.93 | 10.0047 | 10.0974 |
| NJ Balanced Advantage | 1.38 | 13.0400 | 13.2200 |
| Samco Dynamic Asset Allocation | 1.70 | 10.0000 | 10.1700 |
| Motilal Oswal Balanced Advantage | 1.90 | 18.8177 | 19.1751 |
| Shriram Balanced Advantage | 2.66 | 17.4112 | 17.8751 |
| BANK OF INDIA BALANCED ADVANTAGE | 3.04 | 24.1169 | 24.8495 |
| Canara Robeco Balanced Advantage | 3.31 | 9.3700 | 9.6800 |
| Bajaj Finserv Balanced Advantage | 3.68 | 10.3870 | 10.7690 |
| quant Dynamic Asset Allocation | 4.78 | 14.6889 | 15.3908 |
| Tata Balanced Advantage | 4.86 | 20.3390 | 21.3273 |
Equity: Multi Cap
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Samco Multi Cap | 1.37 | 8.7900 | 8.9100 |
| BAJAJ FINSERV MULTI CAP | 2.48 | 9.9970 | 10.2450 |
| Groww Multicap | 3.77 | 8.4106 | 8.7275 |
| Union Multicap | 3.78 | 13.7700 | 14.2900 |
| Tata Multicap | 3.86 | 12.4357 | 12.9158 |
| HDFC Multi Cap | 4.05 | 16.6630 | 17.3380 |
| PGIM India Multi Cap | 4.06 | 8.3700 | 8.7100 |
| BANDHAN MULTI CAP | 4.16 | 15.4770 | 16.1210 |
| Mirae Asset Multicap | 4.66 | 12.0920 | 12.6560 |
| Aditya Birla Sun Life MultiCap | 4.81 | 17.4500 | 18.2900 |
Equity: Mid Cap
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Helios Mid Cap | 1.59 | 10.0500 | 10.2100 |
| ICICI Prudential MidCap | 2.32 | 269.3500 | 275.6000 |
| Canara Robeco Mid Cap | 3.71 | 14.2900 | 14.8200 |
| UTI Mid Cap | 3.90 | 277.6101 | 288.4259 |
| HSBC Midcap | 4.60 | 351.1190 | 367.2840 |
| Union Midcap | 4.66 | 41.6400 | 43.5800 |
| Aditya Birla Sun Life Midcap | 4.80 | 728.2300 | 763.1500 |
| BANDHAN MIDCAP | 4.81 | 14.6640 | 15.3690 |
| BARODA BNP PARIBAS Mid Cap | 4.89 | 101.0797 | 106.0206 |
| Tata Mid Cap | 4.92 | 408.1124 | 428.1812 |
Hybrid: Balanced
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Nippon India Balanced Advantage | 7.78 | 174.0360 | 187.5790 |
| WhiteOak Capital Balanced Hybrid | 9.43 | 11.2060 | 12.2630 |
Debt: Credit Risk
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Kotak Credit Risk | 8.22 | 29.8709 | 32.3277 |
| HDFC Credit Risk Debt | 9.13 | 23.3646 | 25.4980 |
| BANDHAN Credit Risk | 9.23 | 16.0758 | 17.5593 |
| UTI Credit Risk | 9.31 | 17.3586 | 18.9752 |
| Axis Credit Risk | 9.60 | 21.4279 | 23.4847 |
| SBI CREDIT RISK | 9.69 | 44.1313 | 48.4068 |
| Baroda BNP Paribas Credit Risk | 9.73 | 21.8410 | 23.9658 |
| ICICI Prudential Credit Risk | 9.75 | 31.2238 | 34.2679 |
| Nippon India Credit Risk | 9.96 | 34.2907 | 37.7053 |
Hybrid: Multi Asset Allocation
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Motilal Oswal Multi Asset | 2.34 | 11.8056 | 12.0823 |
| Invesco India Multi Asset Allocation | 2.87 | 9.7700 | 10.0500 |
| Shriram Multi Asset Allocation | 3.78 | 11.3048 | 11.7324 |
| quant Multi Asset | 3.89 | 131.3398 | 136.4503 |
| HSBC Multi Asset Allocation | 4.20 | 10.3138 | 10.7469 |
| Bajaj Finserv Multi Asset Allocation | 4.89 | 9.9936 | 10.4827 |
| Bank of India Multi Asset Allocation | 5.03 | 10.2761 | 10.7931 |
| Union Multi Asset Allocation | 5.06 | 9.4900 | 9.9700 |
| Kotak Multi Asset Allocation | 5.45 | 11.7370 | 12.3770 |
| Tata Multi Asset Opportunities | 6.58 | 22.1825 | 23.6426 |
Solution: Child Fund
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH | 3.21 | 18.7200 | 19.3200 |
| Baroda BNP Paribas Childrens | 4.46 | 9.0623 | 9.4669 |
| Tata Young Citizens | 4.82 | 59.4888 | 62.3554 |
| LIC MF Childrens | 5.11 | 31.6985 | 33.3186 |
| Union Childrens | 5.90 | 10.5000 | 11.1200 |
| UTI Childrens Equity | 5.94 | 80.1562 | 84.9174 |
| Axis Childrens | 10.00 | 24.8720 | 27.3583 |
Debt: Banking And PSU
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| HSBC Banking and PSU Debt | 8.64 | 23.1287 | 25.1280 |
| Canara Robeco Banking and PSU Debt | 8.68 | 11.0554 | 12.0155 |
| UTI Banking PSU | 8.75 | 20.1646 | 21.9283 |
| BANDHAN Banking PSU Debt | 8.90 | 22.9186 | 24.9587 |
| Franklin India Banking PSU Debt | 8.91 | 21.2004 | 23.0901 |
| ITI Banking PSU Debt | 8.91 | 12.0871 | 13.1642 |
| TRUSTMF BANKING PSU | 8.91 | 1171.8722 | 1276.3247 |
| Axis Banking PSU Debt | 8.95 | 2457.0550 | 2676.8993 |
| ICICI Prudential Banking and PSU Debt | 9.19 | 30.7908 | 33.6211 |
| Sundaram Banking PSU | 9.26 | 39.3877 | 43.0364 |
Equity: Contra
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| SBI CONTRA | 4.11 | 366.8150 | 381.9029 |
| Kotak India EQ Contra | 4.75 | 149.8450 | 156.9650 |
Debt: Overnight
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| ITI Overnight | 6.49 | 1218.8181 | 1297.9486 |
| Samco Overnight | 6.51 | 1100.2313 | 1171.8249 |
| CANARA ROBECO OVERNIGHT | 6.61 | 1239.7232 | 1321.7043 |
| Shriram Overnight | 6.62 | 11.0899 | 11.8235 |
| Helios Overnight | 6.64 | 1030.9423 | 1099.3808 |
| JM Overnight | 6.66 | 1217.6822 | 1298.8233 |
| JM Overnight | 6.66 | 1217.6986 | 1298.8429 |
| NJ Overnight | 6.66 | 1111.2847 | 1185.3011 |
| Edelweiss Overnight | 6.67 | 1241.6680 | 1324.4992 |
| Franklin India Overnight | 6.69 | 1250.6328 | 1334.2713 |
Debt: Dynamic Bond
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Mirae Asset Dynamic Bond | 8.61 | 15.9710 | 17.3465 |
| Groww Dynamic Bond | 9.64 | 1388.4171 | 1522.2818 |
Debt: Gilt
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Bajaj Finserv Gilt | 3.90 | 1000.1294 | 1039.1587 |
| quant Gilt | 9.73 | 10.9748 | 12.0424 |
Debt: Long Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Mirae Asset Long Duration | 4.56 | 9.9452 | 10.3988 |
| Franklin India Long Duration | 4.98 | 9.9770 | 10.4738 |
Note Arbitrage funds will be on this list since by design they don’t give a huge amount of returns and therefore will be fairly close to their 52-week low levels.
What should investors do with this data?
Investors must be extremely cautious that this exercise does not turn into catching a falling knife. Just because a fund has fallen does not make it “cheap” to invest.
Objection: I don't have experience with market cycles; should I still look at this list?
Response: If you're unsure about market trends, it's best to stick with regular SIPs rather than making lump-sum investments based on NAV movement.
There are three key takeaways from this data:
- Review existing funds: Investors should check if their current funds are on the list and evaluate their next steps, including consulting their advisor.
- Rebalance portfolios: Most investors should use this opportunity to rebalance from debt to equity if their portfolio’s asset allocation has drifted by 5%. Having a worked out financial plan is important to execute this step correctly
- Understand market trends: If you’re trying to determine whether we’re in a bear market, here’s a guide to help you assess the situation.
Related Articles
- Best Mutual Funds for Lump Sum Investment: How to Pick High-Return Low-Risk Funds
- Top Mutual Funds with High Returns & Low Risk for Bottom Fishing
- Bottom fishing tracker: which mutual funds have fallen the most?
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This post titled Mutual Funds Near 52-Week Lows: Is Now the Best Time to Buy? first appeared on 03 Feb 2025 at https://arthgyaan.com
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