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.
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.
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.
Did you know that we have a private Facebook group which you can join for free and ask your own questions? Please click the button below to join.
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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 29-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.
Debt: Liquid
Fund
Change (%)
NAV (52w low)
Latest NAV
Shriram Liquid
2.98
1002.1019
1032.0142
Motilal Oswal Liquid
7.04
12.8840
13.7913
Quantum Liquid
7.11
32.5527
34.8661
Parag Parikh Liquid
7.11
1347.4625
1443.3227
ITI Liquid
7.26
1264.6559
1356.4431
360 ONE LIQUID
7.29
1864.8389
2000.8435
JM Liquid
7.40
66.3050
71.2131
WhiteOak Capital Liquid
7.40
1301.1879
1397.5259
SBI Liquid
7.41
3796.8388
4078.0208
TRUSTMF Liquid
7.42
1175.7448
1263.0067
Debt: Low Duration
Fund
Change (%)
NAV (52w low)
Latest NAV
Edelweiss Low Duration
1.23
1000.7779
1013.1209
Franklin India Low Duration
1.70
10.0000
10.1697
BANDHAN Low Duration
8.14
36.1073
39.0465
CANARA ROBECO SAVINGS
8.17
39.5512
42.7842
Invesco India Low Duration
8.20
3597.3507
3892.2802
DSP Low Duration
8.23
18.6929
20.2306
Tata Treasury Advantage
8.27
3688.9296
3993.8458
UTI Low Duration
8.30
3287.3669
3560.1720
JM Low Duration
8.33
34.7154
37.6068
BARODA BNP PARIBAS LOW DURATION
8.34
39.9973
43.3330
Debt: Ultra Short Duration
Fund
Change (%)
NAV (52w low)
Latest NAV
Franklin India Ultra Short Duration
5.30
10.0000
10.5301
Motilal Oswal Ultra Short Term
6.64
16.1633
17.2363
BANK OF INDIA Ultra Short Duration
7.53
3006.3227
3232.5834
ITI Ultra Short Duration
7.65
1174.7854
1264.6739
WhiteOak Capital Ultra Short Duration
7.66
1293.7323
1392.8720
CANARA ROBECO ULTRA SHORT TERM
7.68
3706.8013
3991.5938
PGIM India Ultra Short Duration
7.75
32.6629
35.1934
BANDHAN ULTRA SHORT TERM
7.78
14.1196
15.2181
SBI MAGNUM ULTRA SHORT DURATION
7.84
5569.6511
6006.4904
Baroda BNP Paribas Ultra Short Duration
7.87
1430.4212
1543.0371
Debt: Short Duration
Fund
Change (%)
NAV (52w low)
Latest NAV
Union Short Duration
2.68
10.0087
10.2771
Franklin India SHORT TERM INCOME PLAN GROWTH
6.61
5168.6698
5510.4095
CANARA ROBECO SHORT DURATION
9.22
25.1122
27.4272
UTI Short Duration
9.46
30.5084
33.3946
TRUSTMF Short Duration
9.51
1151.2683
1260.7033
JM Short Duration
9.59
11.1106
12.1763
DSP Short Term
9.77
45.6123
50.0699
Groww Short Duration
9.77
2152.0757
2362.3223
Invesco India Short Duration
9.78
3545.7610
3892.4891
ICICI Prudential Short Term
9.81
59.0631
64.8592
Debt: Money Market
Fund
Change (%)
NAV (52w low)
Latest NAV
Bank of India Money Market
2.12
10.0047
10.2168
LIC MF Money Market
6.77
1113.8788
1189.2493
DSP Savings
7.81
49.7262
53.6107
Union Money Market
7.88
1160.1067
1251.4944
TRUSTMF MONEY MARKET
7.91
1122.3782
1211.2092
PGIM India Money Market
7.99
1251.4711
1351.4972
Invesco India Money Market
8.00
2884.0760
3114.8434
Baroda BNP Paribas Money Market
8.01
1279.6836
1382.2020
Sundaram Money Market
8.07
13.8047
14.9188
HSBC Money Market
8.09
25.3145
27.3619
Other: FoF Domestic
Fund
Change (%)
NAV (52w low)
Latest NAV
UTI Income Plus Arbitrage Active
0.71
10.0090
10.0805
HDFC Income Plus Arbitrage Active FOF
7.34
39.5579
42.4613
BHARAT Bond FOF April 2025 Pan
7.51
11.9920
12.8931
Axis Nifty AAA Bond Plus SDL Apr 2026 5050 ETF FOF
7.61
11.2317
12.0867
Axis Equity ETFs FOF
8.03
13.2944
14.3624
HSBC Aggressive Hybrid Active FOF
8.26
36.6428
39.6699
Mirae Asset BSE 200 Equal Weight ETF
8.59
9.7230
10.5580
BANDHAN Asset Allocation
8.76
32.1602
34.9772
Mirae Asset Nifty India Manufacturing ETF FOF
9.02
15.4180
16.8090
Mirae Asset Nifty India New Age Consumption ETF
9.07
8.2100
8.9550
Equity: Flexi Cap
Fund
Change (%)
NAV (52w low)
Latest NAV
SBI Flexicap
7.77
107.0911
115.4142
Taurus Flexi Cap
7.87
207.0600
223.3500
Navi Flexi Cap
8.06
22.3842
24.1873
LIC MF Flexi Cap
8.23
90.1490
97.5661
NJ Flexi Cap
8.72
12.0400
13.0900
Samco Flexi Cap
8.87
9.2400
10.0600
JM Flexicap
8.98
97.8154
106.6000
Shriram Flexi Cap
9.22
19.9654
21.8054
Nippon India Flexi Cap
9.30
15.0405
16.4389
ICICI Prudential Flexicap
9.57
16.6200
18.2100
Equity: ELSS
Fund
Change (%)
NAV (52w low)
Latest NAV
Groww ELSS Tax Saver
7.33
19.2300
20.6400
Union ELSS Tax Saver
8.64
59.9200
65.1000
BANDHAN ELSS Tax Saver
8.74
152.4550
165.7840
Shriram ELSS Tax Saver
9.00
20.6814
22.5417
Sundaram Diversified Equity ELSS
9.12
203.1430
221.6659
Sundaram ELSS Tax Saver
9.14
472.2318
515.4080
Aditya Birla Sun Life ELSS Tax Saver
9.19
57.1000
62.3500
JM ELSS Tax Saver
9.31
47.0811
51.4659
BAJAJ FINSERV ELSS TAX SAVER
9.36
9.8370
10.7580
NJ ELSS Tax Saver Scheme
9.43
12.8300
14.0400
Hybrid: Arbitrage
Fund
Change (%)
NAV (52w low)
Latest NAV
quant Arbitrage
0.53
10.0075
10.0605
Samco Arbitrage
2.50
10.0000
10.2500
Motilal Oswal Arbitrage
2.57
10.0112
10.2689
Franklin India Arbitrage
3.35
10.0000
10.3352
WhiteOak Capital Arbitrage
4.92
10.0130
10.5060
Mahindra Manulife Arbitrage
6.85
11.9131
12.7287
NJ Arbitrage
7.37
11.2836
12.1153
Bajaj Finserv Arbitrage
7.65
10.4600
11.2600
JM Arbitrage
7.68
31.9860
34.4434
Parag Parikh Arbitrage
7.71
10.3703
11.1694
Hybrid: Equity Savings
Fund
Change (%)
NAV (52w low)
Latest NAV
WhiteOak Capital Equity Savings
3.54
9.9930
10.3470
Union Equity Savings
6.89
15.9700
17.0700
Nippon India Equity Savings
7.20
16.0426
17.1972
Nippon India Equity Savings
7.20
16.0426
17.1972
Mahindra Manulife Equity Savings
7.85
21.4472
23.1315
HDFC Equity Savings
8.07
66.3220
71.6730
PGIM India Equity Savings
8.08
50.7000
54.7948
Franklin India Equity Savings
8.45
16.1730
17.5392
Aditya Birla Sun Life Equity Savings
8.55
21.8600
23.7300
HSBC Equity Savings
8.56
32.1541
34.9056
Equity: Value
Fund
Change (%)
NAV (52w low)
Latest NAV
Mahindra Manulife Value
7.13
9.9691
10.6801
BANDHAN Sterling Value
8.17
147.5250
159.5720
Baroda BNP Paribas Value
8.48
12.6520
13.7251
Quant Value
8.92
17.6527
19.2272
Templeton India Value
9.03
699.1915
762.3256
Aditya Birla Sun Life Pure Value
9.03
118.8609
129.5988
LIC MF Value
9.40
21.7292
23.7714
Tata Equity PE
9.48
337.2983
369.2640
Union Value
9.50
25.2700
27.6700
Canara Robeco Value
9.99
16.6200
18.2800
Equity: Dividend Yield
Fund
Change (%)
NAV (52w low)
Latest NAV
Aditya Birla Sun Life Dividend Yield
6.55
430.3500
458.5300
SBI Dividend Yield
7.18
13.6002
14.5772
Templeton India Equity Income
7.85
136.0266
146.7011
Baroda BNP Paribas Dividend Yield
8.88
8.4065
9.1532
Sundaram Dividend Yield
9.38
129.5871
141.7488
HDFC Dividend Yield
9.45
22.7680
24.9200
Equity: Sectoral or Thematic
Fund
Change (%)
NAV (52w low)
Latest NAV
ICICI Prudential MNC
5.08
26.5900
27.9400
Shriram Multi Sector Rotation
6.29
7.4906
7.9619
SBI MAGNUM GLOBAL
6.53
356.6975
379.9771
UTI MNC
6.57
373.7375
398.2880
Aditya Birla Sun Life MNC
6.73
1272.4800
1358.1000
Kotak MNC
6.85
8.6610
9.2540
HDFC MNC
6.89
11.8460
12.6620
Kotak Transportation Logistics
6.92
8.7460
9.3510
Taurus Ethical
7.12
125.2400
134.1600
HDFC Business Cycle
7.24
13.0750
14.0210
Solution: Retirement Fund
Fund
Change (%)
NAV (52w low)
Latest NAV
SBI Retirement Benefit
6.77
17.4578
18.6390
SBI Retirement Benefit
7.56
18.4562
19.8507
ICICI Prudential Retirement
8.35
23.9500
25.9500
Aditya Birla Sun Life Retirement
8.55
13.0732
14.1913
Tata Retirement Savings
8.86
33.1307
36.0652
SBI Retirement Benefit
8.87
14.2863
15.5530
ICICI Prudential Retirement
8.88
16.6655
18.1461
Bandhan Retirement
9.25
11.3510
12.4010
Union Retirement
9.50
13.7900
15.1000
HDFC Retirement Savings
9.56
21.8329
23.9206
Equity: Focused
Fund
Change (%)
NAV (52w low)
Latest NAV
JM Focused
7.39
20.0834
21.5668
Sundaram Focused
7.69
156.1631
168.1653
Union Focused
7.93
23.0900
24.9200
quant Focused
8.01
82.5848
89.1987
Franklin India Focused Equity
8.12
105.7977
114.3910
360 ONE Focused Equity
8.42
46.6993
50.6308
UTI Focused
8.61
14.3493
15.5850
Tata Focused Equity
9.39
22.0926
24.1662
Kotak Focused equity
9.49
23.3530
25.5700
Motilal Oswal Focused 25
9.50
41.1809
45.0950
Debt: Corporate Bond
Fund
Change (%)
NAV (52w low)
Latest NAV
DSP Corporate Bond
9.03
14.7067
16.0345
CANARA ROBECO CORPORATE BOND
9.36
21.1433
23.1223
TRUSTMF CORPORATE BOND
9.36
1089.2678
1191.2398
Franklin India Corporate Debt
9.60
96.1827
105.4185
ICICI Prudential Corporate Bond
9.60
28.2190
30.9274
BANDHAN Corporate Bond
9.90
17.8352
19.6017
Sundaram Corporate Bond
9.93
37.4460
41.1653
HSBC Corporate Bond
9.99
69.9710
76.9607
Hybrid: Dynamic Asset Allocation Or Balanced Advantage
Fund
Change (%)
NAV (52w low)
Latest NAV
Unifi Dynamic Asset Allocation
1.40
10.0047
10.1449
Samco Dynamic Asset Allocation
2.80
10.0000
10.2800
Shriram Balanced Advantage
5.56
17.4112
18.3797
NJ Balanced Advantage
5.79
12.9500
13.7000
BANK OF INDIA BALANCED ADVANTAGE
6.64
24.1169
25.7186
Canara Robeco Balanced Advantage
6.72
9.3700
10.0000
Motilal Oswal Balanced Advantage
6.77
18.8177
20.0918
Tata Balanced Advantage
6.98
20.4380
21.8645
Bajaj Finserv Balanced Advantage
7.40
10.3870
11.1560
Helios Balanced Advantage
7.44
10.2100
10.9700
Equity: Large Cap
Fund
Change (%)
NAV (52w low)
Latest NAV
Samco Large Cap
0.10
9.8600
9.8700
JM Large Cap
8.22
152.7536
165.3067
Union Largecap
8.53
21.9100
23.7800
quant Large Cap
8.55
13.3863
14.5310
Tata Large Cap
8.70
505.7365
549.7252
BARODA BNP PARIBAS LARGE CAP
8.76
222.3780
241.8497
BAJAJ FINSERV LARGE CAP
9.03
8.7620
9.5530
Taurus Large Cap
9.28
144.9900
158.4500
HDFC Large Cap
9.32
1085.8200
1187.0310
Sundaram Large Cap
9.39
20.0217
21.9014
Equity: Multi Cap
Fund
Change (%)
NAV (52w low)
Latest NAV
Samco Multi Cap
3.19
8.7900
9.0700
BAJAJ FINSERV MULTI CAP
7.28
9.9150
10.6370
Union Multicap
9.01
13.7700
15.0100
Baroda BNP Paribas MULTI CAP
9.17
274.3035
299.4582
PGIM India Multi Cap
9.20
8.3700
9.1400
quant Active
9.42
588.7864
644.2578
Sundaram Multi Cap
9.49
79.5545
87.1007
Tata Multicap
9.62
12.4357
13.6325
DSP Multicap
9.67
10.3030
11.2990
Groww Multicap
9.71
8.4106
9.2270
Debt: Floater
Fund
Change (%)
NAV (52w low)
Latest NAV
UTI Floater
8.16
1430.8882
1547.6413
Aditya Birla Sun Life Floating Rate
8.69
324.9654
353.1942
SBI Floating Rate Debt
9.06
12.1716
13.2741
ICICI Prudential Floating Interest
9.19
418.9506
457.4688
HDFC Floating Rate Debt
9.29
46.0797
50.3588
Tata Floating Rate
9.65
11.7421
12.8750
KOTAK FLOATING RATE
9.68
1392.4456
1527.1711
Nippon India Floating Rate
9.69
42.8624
47.0166
Hybrid: Conservative
Fund
Change (%)
NAV (52w low)
Latest NAV
Nippon India Hybrid Bond
9.32
56.9809
62.2926
BARODA BNP PARIBAS Conservative Hybrid
9.56
48.7070
53.3630
LIC MF Conservative Hybrid
9.60
81.1746
88.9701
Hybrid: Aggressive
Fund
Change (%)
NAV (52w low)
Latest NAV
JM Aggressive Hybrid
7.56
122.5969
131.8629
Shriram Aggressive Hybrid
7.62
32.0756
34.5191
Tata Hybrid Equity
7.70
436.2155
469.8249
Groww Aggressive Hybrid
8.36
20.5483
22.2658
HSBC Aggressive Hybrid
8.62
52.5597
57.0879
LIC MF Aggressive Hybrid
9.05
192.0395
209.4184
Baroda BNP Paribas Aggressive Hybrid
9.07
27.7100
30.2226
quant Absolute
9.68
394.1956
432.3355
Union Aggressive Hybrid
9.84
16.3600
17.9700
Aditya Birla Sun Life Equity Hybrid95
9.95
1468.7000
1614.8000
Other: Index Funds
Fund
Change (%)
NAV (52w low)
Latest NAV
ICICI Prudential CRISILIBX Financial Services 36 Months Debt Index
1.01
10.0032
10.1044
Bandhan CRISILIBX Financial Services 36 Months Debt Index
1.12
10.0107
10.1224
Aditya Birla Sun Life CrisilIBX Financial Services 912 Months Debt Index
1.15
10.0084
10.1232
Kotak CRISILIBX Financial Services 36 Months Debt Index
1.23
10.0094
10.1323
Kotak CRISIL IBX AAA Bond Financial Services Index Dec 2026
2.10
10.0112
10.2214
Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index
2.32
10.0057
10.2381
ICICI Prudential CRISILIBX AAA Bond Financial Services Index Dec 2026
2.62
10.0037
10.2660
Bandhan CRISILIBX 1090 Gilt Plus SDL Index Dec 2029
2.82
10.0059
10.2881
Aditya Birla Sun Life CrisilIBX financial Services 3 to 6 months Debt Index
2.94
10.0034
10.2979
Axis CRISILIBX AAA Bond NBFCHFC Jun 2027 Index
3.59
10.0001
10.3587
Equity: Mid Cap
Fund
Change (%)
NAV (52w low)
Latest NAV
Helios Mid Cap
7.08
9.8900
10.5900
BARODA BNP PARIBAS Mid Cap
9.11
101.5721
110.8249
UTI Mid Cap
9.58
277.6101
304.2077
Canara Robeco Mid Cap
9.78
14.3100
15.7100
ICICI Prudential MidCap
9.90
266.4300
292.8000
Tata Mid Cap
9.98
408.1124
448.8288
Equity: Small Cap
Fund
Change (%)
NAV (52w low)
Latest NAV
QUANTUM SMALL CAP
9.25
10.6000
11.5800
DSP Small Cap
9.77
171.9890
188.7900
PGIM India Small Cap
9.80
14.0800
15.4600
HDFC Small Cap
9.81
128.0830
140.6470
KotakSmall Cap
9.84
254.4000
279.4310
CANARA ROBECO SMALL CAP
9.92
35.3900
38.9000
Other: FoF Overseas
Fund
Change (%)
NAV (52w low)
Latest NAV
Edelweiss US Value Equity Offshore
6.80
30.8994
32.9996
Bandhan US TREASURY BOND 01 YEAR
7.68
10.6435
11.4604
Aditya Birla Sun Life Global Excellence Equity
8.39
29.7968
32.2977
Aditya Birla Sun Life US Treasury 13 Year Bond ETFs
Aditya Birla Sun Life Global Emerging Opportunities
9.71
22.8744
25.0954
Kotak International REIT FOF
9.94
9.0424
9.9412
Debt: Medium To Long Duration
Fund
Change (%)
NAV (52w low)
Latest NAV
BANK OF INDIA Conservative Hybrid
5.57
33.7712
35.6520
Franklin India Medium to Long Duration
6.63
9.9889
10.6511
Equity: Large Mid Cap
Fund
Change (%)
NAV (52w low)
Latest NAV
Union Large Midcap
8.58
23.0900
25.0700
Kotak Equity Opportunities
9.55
329.8520
361.3380
Axis Opportunities
9.72
30.2400
33.1800
HSBC Large Mid Cap
9.84
23.9379
26.2929
Aditya Birla Sun Life Equity Advantage
9.91
844.0800
927.7600
ITI Large Midcap
9.98
8.2531
9.0771
Debt: Banking And PSU
Fund
Change (%)
NAV (52w low)
Latest NAV
HSBC Banking and PSU Debt
9.06
23.1650
25.2639
Canara Robeco Banking and PSU Debt
9.11
11.0682
12.0765
TRUSTMF BANKING PSU
9.14
1175.2381
1282.6081
UTI Banking PSU
9.16
20.1815
22.0300
ITI Banking PSU Debt
9.25
12.1080
13.2284
BANDHAN Banking PSU Debt
9.27
22.9487
25.0771
Axis Banking PSU Debt
9.30
2461.5261
2690.5203
Franklin India Banking PSU Debt
9.36
21.2334
23.2202
ICICI Prudential Banking and PSU Debt
9.60
30.8318
33.7903
Sundaram Banking PSU
9.76
39.4282
43.2753
Debt: Medium Duration
Fund
Change (%)
NAV (52w low)
Latest NAV
Sundaram Medium Duration
9.11
70.1466
76.5355
Debt: Credit Risk
Fund
Change (%)
NAV (52w low)
Latest NAV
Kotak Credit Risk
8.75
29.9366
32.5550
HDFC Credit Risk Debt
9.58
23.4054
25.6485
BANDHAN Credit Risk
9.61
16.1085
17.6562
UTI Credit Risk
9.63
17.3818
19.0565
Axis Credit Risk
9.88
21.4796
23.6021
SBI CREDIT RISK
9.99
44.2173
48.6332
Equity: Contra
Fund
Change (%)
NAV (52w low)
Latest NAV
SBI CONTRA
8.54
366.8150
398.1279
Kotak India EQ Contra
9.38
150.0940
164.1670
Debt: Overnight
Fund
Change (%)
NAV (52w low)
Latest NAV
Zerodha Overnight
0.28
10.0213
10.0491
ITI Overnight
6.45
1221.7114
1300.4990
Samco Overnight
6.47
1102.7961
1174.1237
Shriram Overnight
6.57
11.1172
11.8471
CANARA ROBECO OVERNIGHT
6.59
1242.7199
1324.5843
Helios Overnight
6.59
1033.4677
1101.6108
JM Overnight
6.62
1220.6634
1301.4438
JM Overnight
6.62
1220.6799
1301.4635
NJ Overnight
6.62
1113.9991
1187.6956
Edelweiss Overnight
6.63
1244.7024
1327.2232
Solution: Child Fund
Fund
Change (%)
NAV (52w low)
Latest NAV
LIC MF Childrens
8.19
31.6985
34.2936
ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH
8.87
18.7200
20.3800
Baroda BNP Paribas Childrens
8.88
9.0623
9.8672
UTI Childrens Equity
9.19
81.2741
88.7407
Hybrid: Multi Asset Allocation
Fund
Change (%)
NAV (52w low)
Latest NAV
Motilal Oswal Multi Asset
5.16
11.8056
12.4144
Invesco India Multi Asset Allocation
6.25
9.7600
10.3700
Bajaj Finserv Multi Asset Allocation
7.49
9.9936
10.7419
Shriram Multi Asset Allocation
7.50
11.3048
12.1526
quant Multi Asset
8.04
131.3398
141.9027
Bank of India Multi Asset Allocation
8.19
10.2761
11.1177
HSBC Multi Asset Allocation
8.42
10.3138
11.1826
Union Multi Asset Allocation
8.75
9.4900
10.3200
Kotak Multi Asset Allocation
9.35
11.7400
12.8380
Edelweiss Multi Asset Allocation
9.43
10.6201
11.6217
Debt: Dynamic Bond
Fund
Change (%)
NAV (52w low)
Latest NAV
Mirae Asset Dynamic Bond
9.07
15.9824
17.4319
Debt: Long Duration
Fund
Change (%)
NAV (52w low)
Latest NAV
Mirae Asset Long Duration
5.85
9.9452
10.5268
Franklin India Long Duration
6.15
9.9770
10.5907
Debt: Gilt
Fund
Change (%)
NAV (52w low)
Latest NAV
Bajaj Finserv Gilt
5.08
1000.1294
1050.9779
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
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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
