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: 12 Mar 2025
Author: Sayan Sircar
24 mins read
📢Join 3,700+ readers on WhatsApp and get new post notifications!
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.
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.
Related:
Top Mutual Funds with High Returns & Low Risk for Bottom Fishing
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 11-Mar-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 | 2.09 | 1002.1019 | 1023.0708 |
| Motilal Oswal Liquid | 6.95 | 12.7759 | 13.6641 |
| Parag Parikh Liquid | 6.99 | 1336.3563 | 1429.8126 |
| Quantum Liquid | 7.04 | 32.2756 | 34.5480 |
| ITI Liquid | 7.09 | 1254.1633 | 1343.0277 |
| 360 ONE LIQUID | 7.18 | 1848.6318 | 1981.4081 |
| WhiteOak Capital Liquid | 7.27 | 1289.6177 | 1383.3739 |
| JM Liquid | 7.28 | 65.7194 | 70.5039 |
| TRUSTMF Liquid | 7.28 | 1165.5291 | 1250.3375 |
| SBI Liquid | 7.30 | 3762.1659 | 4036.7868 |
Other: FoF Domestic
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Mirae Asset Nifty India New Age Consumption ETF | 1.19 | 8.2300 | 8.3280 |
| Groww Nifty 200 ETF FOF | 1.22 | 9.9975 | 10.1197 |
| Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF | 1.48 | 8.2900 | 8.4130 |
| HSBC Managed Solutions Dividend | 1.70 | 30.7652 | 31.2882 |
| Axis Equity ETFs FOF | 1.80 | 13.2944 | 13.5332 |
| Mirae Asset Nifty200 Alpha 30 ETF | 1.97 | 7.2700 | 7.4130 |
| ICICI Prudential Nifty Alpha Low Volatility 30 ETF FOF | 2.05 | 13.2811 | 13.5539 |
| Groww Nifty EV New Age Automotive ETF FOF | 2.58 | 7.7959 | 7.9973 |
| Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF | 3.44 | 8.5270 | 8.8200 |
| ICICI Prudential BSE 500 ETF FOF | 3.63 | 13.4067 | 13.8936 |
Equity: Large Cap
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| quant Large Cap | 1.63 | 13.3863 | 13.6050 |
| JM Large Cap | 1.91 | 152.7536 | 155.6768 |
| Union Largecap | 2.10 | 21.9100 | 22.3700 |
| Groww Largecap | 2.12 | 43.9200 | 44.8500 |
| BAJAJ FINSERV LARGE CAP | 2.15 | 8.7620 | 8.9500 |
| Taurus Large Cap | 2.18 | 144.9500 | 148.1100 |
| Sundaram Large Cap | 2.67 | 19.9486 | 20.4819 |
| PGIM India Large Cap | 3.22 | 345.5200 | 356.6600 |
| ITI Large Cap | 3.29 | 16.7366 | 17.2868 |
| HDFC Large Cap | 3.41 | 1072.2940 | 1108.8320 |
Hybrid: Aggressive
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Shriram Aggressive Hybrid | 1.08 | 32.0756 | 32.4235 |
| quant Absolute | 2.78 | 394.1956 | 405.1415 |
| Groww Aggressive Hybrid | 3.18 | 20.2870 | 20.9315 |
| Union Aggressive Hybrid | 4.35 | 16.1000 | 16.8000 |
| Tata Hybrid Equity | 4.37 | 426.2109 | 444.8235 |
| HSBC Aggressive Hybrid | 5.01 | 50.6325 | 53.1709 |
| HDFC Hybrid Equity | 5.92 | 109.6260 | 116.1150 |
| Nippon India Equity Hybrid | 6.44 | 98.9385 | 105.3150 |
| Baroda BNP Paribas Aggressive Hybrid | 6.82 | 26.8828 | 28.7149 |
| Sundaram Aggressive Hybrid | 7.00 | 156.1155 | 167.0377 |
Equity: Sectoral or Thematic
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Invesco India Business Cycle | 0.10 | 9.7500 | 9.7600 |
| ITI Bharat Consumption | 0.12 | 9.9333 | 9.9449 |
| HSBC Financial Services | 0.19 | 10.0133 | 10.0322 |
| Helios Financial Services | 0.72 | 9.7200 | 9.7900 |
| Motilal Oswal Innovation Opportunities | 0.72 | 9.9940 | 10.0664 |
| SBI Innovative Opportunities | 0.94 | 8.6532 | 8.7344 |
| Tata India Innovation | 0.96 | 8.5368 | 8.6187 |
| Shriram Multi Sector Rotation | 1.00 | 7.4966 | 7.5714 |
| WhiteOak Capital Digital Bharat | 1.05 | 8.7690 | 8.8610 |
| Invesco India Technology | 1.07 | 8.3800 | 8.4700 |
Equity: Flexi Cap
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Shriram Flexi Cap | 0.96 | 19.9654 | 20.1561 |
| LIC MF Flexi Cap | 1.70 | 90.1490 | 91.6785 |
| Taurus Flexi Cap | 2.14 | 206.7800 | 211.2000 |
| Samco Flexi Cap | 2.48 | 9.2800 | 9.5100 |
| NJ Flexi Cap | 2.57 | 12.0400 | 12.3500 |
| Union Flexi Cap | 2.70 | 48.1300 | 49.4300 |
| quant Flexi Cap | 3.40 | 92.7908 | 95.9486 |
| Navi Flexi Cap | 3.45 | 22.2100 | 22.9766 |
| Nippon India Flexi Cap | 4.92 | 14.5296 | 15.2438 |
| ICICI Prudential Flexicap | 5.12 | 16.0300 | 16.8500 |
Debt: Medium To Long Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| BANK OF INDIA Conservative Hybrid | 3.24 | 33.5224 | 34.6094 |
| Franklin India Medium to Long Duration | 3.26 | 9.9889 | 10.3142 |
| BANDHAN Bond | 7.44 | 64.2732 | 69.0559 |
| UTI Medium to Long Duration | 8.06 | 71.6030 | 77.3761 |
| SBI Magnum Income | 8.16 | 68.2630 | 73.8339 |
| CANARA ROBECO INCOME | 8.18 | 55.8184 | 60.3861 |
| Aditya Birla Sun Life Income | 8.21 | 121.3313 | 131.2960 |
| HDFC Income | 8.28 | 57.5457 | 62.3077 |
| HSBC Medium to Long Duration | 8.28 | 42.0018 | 45.4798 |
| Nippon India Income | 8.32 | 25.6470 | 27.7807 |
Debt: Dynamic Bond
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Groww Dynamic Bond | 7.00 | 1385.8482 | 1482.9198 |
| CANARA ROBECO DYNAMIC BOND | 7.61 | 29.2198 | 31.4442 |
| Axis Dynamic Bond | 7.69 | 29.0931 | 31.3310 |
| Mirae Asset Dynamic Bond | 7.73 | 15.8949 | 17.1230 |
| Union Dynamic Bond | 7.97 | 22.1238 | 23.8860 |
| JM Dynamic Bond | 8.09 | 39.5988 | 42.8042 |
| Mahindra Manulife Dynamic Bond | 8.31 | 13.7469 | 14.8894 |
| HDFC Dynamic Debt | 8.32 | 88.5668 | 95.9393 |
| UTI Dynamic Bond | 8.35 | 30.0304 | 32.5366 |
| SBI Dynamic Bond | 8.41 | 34.8452 | 37.7772 |
Equity: ELSS
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Shriram ELSS Tax Saver | 0.96 | 20.6814 | 20.8808 |
| Groww ELSS Tax Saver | 1.40 | 19.2500 | 19.5200 |
| BAJAJ FINSERV ELSS TAX SAVER | 2.11 | 9.8370 | 10.0450 |
| BANDHAN ELSS Tax Saver | 2.15 | 151.4080 | 154.6600 |
| Samco ELSS Tax Saver | 2.33 | 11.1800 | 11.4400 |
| NJ ELSS Tax Saver Scheme | 2.49 | 12.8300 | 13.1500 |
| quant ELSS Tax Saver | 3.40 | 342.6515 | 354.2904 |
| Sundaram Diversified Equity ELSS | 3.70 | 198.5137 | 205.8553 |
| Union ELSS Tax Saver | 3.78 | 58.9800 | 61.2100 |
| NAVI ELSS TAX SAVER NIFTY 50 INDEX | 4.14 | 12.9450 | 13.4809 |
Debt: Low Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Franklin India Low Duration | 0.10 | 10.0000 | 10.0103 |
| BANDHAN Low Duration | 7.48 | 35.7867 | 38.4625 |
| CANARA ROBECO SAVINGS | 7.50 | 39.1951 | 42.1360 |
| UTI Low Duration | 7.54 | 3259.0177 | 3504.7476 |
| Invesco India Low Duration | 7.55 | 3565.7479 | 3834.8814 |
| DSP Low Duration | 7.61 | 18.5241 | 19.9338 |
| BARODA BNP PARIBAS LOW DURATION | 7.64 | 39.6465 | 42.6767 |
| SBI MAGNUM LOW DURATION | 7.66 | 3282.0103 | 3533.2890 |
| Tata Treasury Advantage | 7.66 | 3653.5789 | 3933.4111 |
| LIC MF Low Duration | 7.67 | 38.7378 | 41.7084 |
Debt: Gilt
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Bajaj Finserv Gilt | 1.19 | 1000.1294 | 1012.0245 |
| quant Gilt | 7.77 | 10.9405 | 11.7902 |
| LIC MF Gilt | 7.81 | 59.2597 | 63.8900 |
| Tata Gilt Securities | 8.06 | 78.1368 | 84.4327 |
| UTI GILT | 8.14 | 58.4331 | 63.1914 |
| CANARA ROBECO GILT | 8.16 | 73.0166 | 78.9713 |
| Franklin India Government Securities | 8.25 | 57.8819 | 62.6543 |
| Union Gilt | 8.32 | 11.1252 | 12.0507 |
| HSBC Gilt | 8.33 | 67.8851 | 73.5399 |
| Aditya Birla Sun Life Government Securities | 8.49 | 78.1605 | 84.7964 |
Hybrid: Conservative
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Navi Conservative Hybrid | 5.49 | 29.8154 | 31.4535 |
| Sundaram Conservative Hybrid | 6.45 | 29.3855 | 31.2802 |
| HDFC Hybrid Debt | 7.12 | 77.6709 | 83.2019 |
| LIC MF Conservative Hybrid | 7.16 | 80.9727 | 86.7670 |
| BANDHAN Conservative Hybrid | 7.37 | 31.7977 | 34.1403 |
| Nippon India Hybrid Bond | 7.52 | 56.4733 | 60.7201 |
| BARODA BNP PARIBAS Conservative Hybrid | 7.57 | 47.9127 | 51.5404 |
| Franklin India Debt Hybrid | 8.20 | 87.0470 | 94.1872 |
| SBI Conservative Hybrid | 8.20 | 69.2374 | 74.9125 |
| Axis Conservative Hybrid | 8.26 | 30.8042 | 33.3479 |
Debt: Ultra Short Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Franklin India Ultra Short Duration | 3.90 | 10.0000 | 10.3897 |
| Motilal Oswal Ultra Short Term | 6.51 | 16.0388 | 17.0828 |
| BANK OF INDIA Ultra Short Duration | 7.13 | 2980.0664 | 3192.6858 |
| CANARA ROBECO ULTRA SHORT TERM | 7.27 | 3673.6052 | 3940.7188 |
| WhiteOak Capital Ultra Short Duration | 7.31 | 1282.1506 | 1375.8617 |
| ITI Ultra Short Duration | 7.33 | 1163.9941 | 1249.3524 |
| PGIM India Ultra Short Duration | 7.44 | 32.3548 | 34.7610 |
| BANDHAN ULTRA SHORT TERM | 7.47 | 13.9851 | 15.0302 |
| Kotak Savings | 7.49 | 40.7162 | 43.7659 |
| SBI MAGNUM ULTRA SHORT DURATION | 7.50 | 5516.8511 | 5930.4640 |
Debt: Short Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Union Short Duration | 0.47 | 10.0087 | 10.0555 |
| CANARA ROBECO SHORT DURATION | 7.59 | 24.9729 | 26.8690 |
| TRUSTMF Short Duration | 7.63 | 1145.4767 | 1232.8960 |
| UTI Short Duration | 7.75 | 30.3297 | 32.6788 |
| JM Short Duration | 7.77 | 11.0527 | 11.9112 |
| Groww Short Duration | 7.82 | 2141.0835 | 2308.5538 |
| HSBC Short Duration | 7.89 | 25.1389 | 27.1216 |
| Invesco India Short Duration | 7.91 | 3527.5779 | 3806.6768 |
| DSP Short Term | 7.96 | 45.3655 | 48.9754 |
| Baroda BNP Paribas Short Duration | 7.99 | 28.3948 | 30.6645 |
Debt: Money Market
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Bank of India Money Market | 0.59 | 10.0047 | 10.0642 |
| LIC MF Money Market | 6.29 | 1105.0352 | 1174.4990 |
| Union Money Market | 7.35 | 1149.8712 | 1234.3913 |
| PGIM India Money Market | 7.40 | 1239.6986 | 1331.4651 |
| Baroda BNP Paribas Money Market | 7.44 | 1268.0506 | 1362.3305 |
| Invesco India Money Market | 7.45 | 2856.3946 | 3069.2999 |
| TRUSTMF MONEY MARKET | 7.45 | 1112.2736 | 1195.0835 |
| DSP Savings | 7.47 | 49.2406 | 52.9198 |
| Sundaram Money Market | 7.48 | 13.6748 | 14.6983 |
| Edelweiss Money Market | 7.55 | 28.3837 | 30.5253 |
Debt: Gilt Fund With 10 Year Constant Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| DSP 10Y GSec | 9.00 | 19.8582 | 21.6454 |
| SBI MAGNUM CONSTANT MATURITY | 9.03 | 58.6799 | 63.9799 |
| ICICI Prudential Constant Maturity Gilt | 9.16 | 22.2782 | 24.3178 |
| UTI Gilt | 9.18 | 11.3078 | 12.3459 |
| BANDHAN Government Securities | 9.31 | 41.0071 | 44.8267 |
Debt: Medium Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Sundaram Medium Duration | 6.93 | 69.9908 | 74.8402 |
| UTI Medium Duration | 7.94 | 17.5901 | 18.9865 |
| DSP Bond | 7.95 | 77.7547 | 83.9332 |
| Invesco India Medium Duration | 7.99 | 1146.3387 | 1237.9667 |
| BANDHAN Bond | 8.05 | 44.6418 | 48.2372 |
| HDFC Medium Term Debt | 8.13 | 54.6230 | 59.0659 |
| SBI MAGNUM MEDIUM DURATION | 8.20 | 49.4753 | 53.5326 |
| ICICI Prudential Medium Term Bond | 8.49 | 43.8054 | 47.5234 |
| HSBC Medium Duration | 8.49 | 19.8448 | 21.5306 |
| Nippon India Strategic Debt | 8.60 | 14.9377 | 16.2227 |
Hybrid: Arbitrage
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Motilal Oswal Arbitrage | 1.39 | 10.0112 | 10.1505 |
| Samco Arbitrage | 1.60 | 10.0000 | 10.1600 |
| Franklin India Arbitrage | 2.04 | 10.0000 | 10.2045 |
| WhiteOak Capital Arbitrage | 3.64 | 10.0130 | 10.3770 |
| Mahindra Manulife Arbitrage | 6.70 | 11.8124 | 12.6042 |
| NJ Arbitrage | 7.33 | 11.1718 | 11.9912 |
| Bajaj Finserv Arbitrage | 7.43 | 10.3620 | 11.1320 |
| BANK OF INDIA Arbitrage | 7.49 | 13.1256 | 14.1092 |
| Parag Parikh Arbitrage | 7.52 | 10.2738 | 11.0463 |
| JM Arbitrage | 7.56 | 31.6867 | 34.0829 |
Hybrid: Equity Savings
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Union Equity Savings | 5.07 | 15.7800 | 16.5800 |
| HDFC Equity Savings | 5.89 | 65.3510 | 69.1970 |
| LIC MF Equity Savings | 5.99 | 26.8569 | 28.4657 |
| Nippon India Equity Savings | 6.19 | 15.7774 | 16.7542 |
| PGIM India Equity Savings | 6.65 | 50.1260 | 53.4592 |
| SBI Equity Savings | 6.71 | 22.8334 | 24.3663 |
| Mahindra Manulife Equity Savings | 6.74 | 20.9686 | 22.3813 |
| UTI Equity Savings | 7.00 | 17.2036 | 18.4083 |
| Baroda BNP Paribas Equity Savings | 7.07 | 15.3534 | 16.4392 |
| Kotak Equity Savings | 7.39 | 24.8961 | 26.7363 |
Equity: Value
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Mahindra Manulife Value | 0.11 | 10.0871 | 10.0977 |
| Quant Value | 1.96 | 17.6527 | 17.9995 |
| Groww Value | 2.10 | 27.0252 | 27.5931 |
| LIC MF Value | 2.15 | 21.7292 | 22.1973 |
| Baroda BNP Paribas Value | 3.13 | 12.6520 | 13.0486 |
| ITI Value | 3.27 | 15.1385 | 15.6333 |
| Aditya Birla Sun Life Pure Value | 4.06 | 118.8609 | 123.6833 |
| Templeton India Value | 4.26 | 677.9535 | 706.8275 |
| BANDHAN Sterling Value | 4.38 | 143.0490 | 149.3170 |
| Union Value | 5.02 | 24.7000 | 25.9400 |
Other: Index Funds
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Nippon India Nifty 500 Momentum 50 Index | 0.19 | 7.0199 | 7.0335 |
| Axis Nifty500 Momentum 50 Index | 0.19 | 9.2974 | 9.3154 |
| ANGEL ONE NIFTY TOTAL MARKET INDEX | 0.19 | 10.1922 | 10.2112 |
| Motilal Oswal Nifty 500 Momentum 50 Index | 0.20 | 6.9938 | 7.0081 |
| Bandhan Nifty 500 Momentum 50 Index | 0.20 | 7.5528 | 7.5677 |
| Kotak CRISIL IBX AAA Bond Financial Services Index Dec 2026 | 0.26 | 10.0112 | 10.0376 |
| Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index | 0.26 | 10.0057 | 10.0317 |
| SBI Nifty IT Index | 0.32 | 9.1985 | 9.2277 |
| UTI Nifty Private Bank Index | 0.70 | 8.7629 | 8.8245 |
| ICICI Prudential CRISILIBX AAA Bond Financial Services Index Dec 2026 | 0.76 | 10.0037 | 10.0799 |
Debt: Floater
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| UTI Floater | 7.19 | 1419.4695 | 1521.4844 |
| Tata Floating Rate | 7.82 | 11.6450 | 12.5555 |
| Aditya Birla Sun Life Floating Rate | 7.94 | 321.7208 | 347.2563 |
| Nippon India Floating Rate | 8.16 | 42.5157 | 45.9846 |
| SBI Floating Rate Debt | 8.32 | 12.0605 | 13.0634 |
| HDFC Floating Rate Debt | 8.36 | 45.6281 | 49.4426 |
| BANDHAN FLOATING RATE | 8.47 | 11.7519 | 12.7467 |
| ICICI Prudential Floating Interest | 8.55 | 414.3820 | 449.8040 |
| KOTAK FLOATING RATE | 8.61 | 1378.4745 | 1497.1736 |
| DSP Floater | 8.61 | 11.9071 | 12.9323 |
Equity: Small Cap
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| quant Small Cap | 3.38 | 231.6723 | 239.4994 |
| Mirae Asset Small Cap | 3.53 | 9.0880 | 9.4090 |
| JM Small Cap | 3.59 | 8.4095 | 8.7116 |
| HDFC Small Cap | 4.27 | 125.4820 | 130.8370 |
| Sundaram Small Cap | 4.43 | 226.3280 | 236.3501 |
| TRUSTMF SMALL CAP | 4.91 | 8.3500 | 8.7600 |
| ICICI Prudential Smallcap | 4.99 | 79.1600 | 83.1100 |
| Franklin India Smaller Companies | 5.08 | 156.4117 | 164.3552 |
| Aditya Birla Sun Life Small Cap | 5.26 | 76.8199 | 80.8573 |
| QUANTUM SMALL CAP | 6.32 | 10.1300 | 10.7700 |
Equity: Dividend Yield
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Baroda BNP Paribas Dividend Yield | 2.58 | 8.4065 | 8.6234 |
| Tata Dividend Yield | 3.19 | 16.0089 | 16.5193 |
| HDFC Dividend Yield | 3.65 | 22.3500 | 23.1660 |
| Sundaram Dividend Yield | 3.77 | 127.7630 | 132.5831 |
| SBI Dividend Yield | 4.42 | 13.3217 | 13.9100 |
| Aditya Birla Sun Life Dividend Yield | 5.40 | 418.3500 | 440.9300 |
| Templeton India Equity Income | 6.69 | 132.0446 | 140.8780 |
| ICICI Prudential Dividend Yield Equity | 8.55 | 47.7100 | 51.7900 |
Solution: Retirement Fund
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Baroda BNP Paribas Retirement | 4.35 | 9.7292 | 10.1521 |
| SBI Retirement Benefit | 4.68 | 17.9932 | 18.8346 |
| Union Retirement | 5.29 | 13.4200 | 14.1300 |
| Axis Retirement | 5.80 | 15.4553 | 16.3520 |
| SBI Retirement Benefit | 5.99 | 16.7927 | 17.7985 |
| PGIM India Retirement | 6.35 | 9.9200 | 10.5500 |
| SBI Retirement Benefit | 6.43 | 14.0700 | 14.9741 |
| HDFC Retirement Savings | 6.45 | 37.3660 | 39.7750 |
| Nippon India Retirement | 6.73 | 26.7638 | 28.5637 |
| Aditya Birla Sun Life Retirement | 6.87 | 17.3650 | 18.5580 |
Equity: Focused
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| quant Focused | 1.13 | 82.5848 | 83.5184 |
| Union Focused | 2.12 | 23.0700 | 23.5600 |
| Motilal Oswal Focused 25 | 2.38 | 41.1809 | 42.1605 |
| HSBC Focused | 2.81 | 22.1530 | 22.7755 |
| BARODA BNP PARIBAS Focused | 2.82 | 20.7008 | 21.2843 |
| LIC MF Focused | 3.49 | 19.6252 | 20.3096 |
| Tata Focused Equity | 5.02 | 21.5013 | 22.5796 |
| Axis Focused | 5.05 | 52.8200 | 55.4900 |
| Franklin India Focused Equity | 6.07 | 101.0375 | 107.1712 |
| UTI Focused | 6.13 | 13.7462 | 14.5884 |
Debt: Corporate Bond
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| TRUSTMF CORPORATE BOND | 7.49 | 1083.6999 | 1164.8924 |
| CANARA ROBECO CORPORATE BOND | 7.61 | 20.9986 | 22.5959 |
| DSP Corporate Bond | 7.62 | 14.6200 | 15.7342 |
| HSBC Corporate Bond | 7.69 | 69.8050 | 75.1724 |
| Sundaram Corporate Bond | 7.71 | 37.2641 | 40.1376 |
| Union Corporate Bond | 7.74 | 13.9935 | 15.0767 |
| UTI Corporate Bond | 7.75 | 15.0208 | 16.1853 |
| Mirae Asset Corporate Bond | 7.79 | 11.6682 | 12.5766 |
| BANDHAN Corporate Bond | 7.91 | 17.7550 | 19.1586 |
| PGIM India Corporate Bond | 7.92 | 43.0241 | 46.4333 |
Hybrid: Dynamic Asset Allocation Or Balanced Advantage
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Shriram Balanced Advantage | 0.88 | 17.4112 | 17.5645 |
| Canara Robeco Balanced Advantage | 1.49 | 9.3700 | 9.5100 |
| NJ Balanced Advantage | 1.69 | 12.9900 | 13.2100 |
| BANK OF INDIA BALANCED ADVANTAGE | 1.79 | 24.1169 | 24.5478 |
| Bajaj Finserv Balanced Advantage | 2.34 | 10.3130 | 10.5540 |
| Motilal Oswal Balanced Advantage | 2.67 | 18.8177 | 19.3200 |
| Helios Balanced Advantage | 2.96 | 10.1200 | 10.4200 |
| Samco Dynamic Asset Allocation | 3.62 | 9.9500 | 10.3100 |
| Union Balanced Advantage | 4.50 | 19.1200 | 19.9800 |
| Tata Balanced Advantage | 5.01 | 20.0280 | 21.0320 |
Hybrid: Balanced
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Nippon India Balanced Advantage | 7.70 | 170.2232 | 183.3254 |
| WhiteOak Capital Balanced Hybrid | 9.92 | 10.9450 | 12.0310 |
Debt: Credit Risk
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Kotak Credit Risk | 7.19 | 29.7484 | 31.8886 |
| HSBC Credit Risk | 7.82 | 28.0190 | 30.2110 |
| BANDHAN Credit Risk | 8.03 | 16.0062 | 17.2911 |
| HDFC Credit Risk Debt | 8.16 | 23.2616 | 25.1587 |
| ICICI Prudential Credit Risk | 8.43 | 31.1608 | 33.7873 |
| UTI Credit Risk | 8.44 | 17.2704 | 18.7275 |
| SBI CREDIT RISK | 8.47 | 43.9211 | 47.6428 |
| Axis Credit Risk | 8.49 | 21.3129 | 23.1232 |
| Baroda BNP Paribas Credit Risk | 8.79 | 21.7068 | 23.6157 |
| Nippon India Credit Risk | 9.08 | 34.0488 | 37.1400 |
Equity: Large Mid Cap
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Mahindra Manulife Large Mid Cap | 1.35 | 25.0270 | 25.3654 |
| Helios Large Mid Cap | 1.82 | 8.7700 | 8.9300 |
| quant Large Mid Cap | 3.19 | 108.5433 | 112.0053 |
| ITI Large Midcap | 3.27 | 8.2531 | 8.5228 |
| BANK OF INDIA Large Mid Cap Equity | 3.68 | 84.1400 | 87.2400 |
| Mirae Asset Large Midcap | 4.49 | 138.8730 | 145.1020 |
| Tata Large MId Cap | 5.68 | 504.8584 | 533.5227 |
| Aditya Birla Sun Life Equity Advantage | 5.69 | 821.9800 | 868.7500 |
| Union Large Midcap | 5.97 | 22.2600 | 23.5900 |
| HDFC Large and Mid Cap | 6.72 | 288.4900 | 307.8640 |
Equity: Mid Cap
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Taurus Mid Cap | 2.98 | 105.3700 | 108.5100 |
| quant Mid Cap | 3.70 | 208.1479 | 215.8426 |
| Mirae Asset Midcap | 4.84 | 30.6940 | 32.1810 |
| HSBC Midcap | 6.95 | 332.3954 | 355.4810 |
| UTI Mid Cap | 7.11 | 265.7067 | 284.5919 |
| Tata Mid Cap | 8.96 | 385.5118 | 420.0413 |
| ICICI Prudential MidCap | 9.12 | 252.9100 | 275.9800 |
| Canara Robeco Mid Cap | 9.40 | 13.4000 | 14.6600 |
| PGIM India Midcap Opportunities | 9.41 | 58.3500 | 63.8400 |
| ITI Mid Cap | 9.60 | 18.0129 | 19.7421 |
Hybrid: Multi Asset Allocation
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Motilal Oswal Multi Asset | 0.57 | 11.8056 | 11.8728 |
| Shriram Multi Asset Allocation | 1.32 | 11.3048 | 11.4535 |
| Union Multi Asset Allocation | 1.58 | 9.4900 | 9.6400 |
| Invesco India Multi Asset Allocation | 1.64 | 9.7700 | 9.9300 |
| Bajaj Finserv Multi Asset Allocation | 1.69 | 9.9936 | 10.1623 |
| LIC MF Multi Asset Allocation | 2.11 | 9.7878 | 9.9939 |
| Bank of India Multi Asset Allocation | 5.84 | 9.8844 | 10.4615 |
| Samco Multi Asset Allocation | 6.66 | 9.9100 | 10.5700 |
| HSBC Multi Asset Allocation | 7.07 | 9.7176 | 10.4050 |
| Tata Multi Asset Opportunities | 7.12 | 21.4555 | 22.9833 |
Other: FoF Overseas
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| DSP Global Clean Energy | 2.07 | 16.9526 | 17.3036 |
| PGIM India Global Equity Opportunities | 4.36 | 41.7400 | 43.5600 |
| HSBC Global Equity Climate Change | 5.44 | 9.6776 | 10.2045 |
| DSP US Flexible Equity | 8.57 | 54.5885 | 59.2692 |
| DSP World Mining | 8.69 | 15.6772 | 17.0397 |
| Baroda BNP Paribas Aqua | 9.05 | 11.9984 | 13.0846 |
| Kotak Global Emerging Market | 10.00 | 22.5050 | 24.7550 |
Solution: Child Fund
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Baroda BNP Paribas Childrens | 1.76 | 9.0623 | 9.2222 |
| LIC MF Childrens | 2.66 | 31.6714 | 32.5154 |
| Tata Young Citizens | 4.10 | 58.0655 | 60.4487 |
| ADITYA BIRLA SUN LIFE BAL BHAVISHYA YOJNA DIRECT GROWTH | 4.89 | 18.2100 | 19.1000 |
| Union Childrens | 7.25 | 10.2100 | 10.9500 |
| UTI Childrens Equity | 7.37 | 77.5241 | 83.2396 |
Debt: Banking And PSU
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| HSBC Banking and PSU Debt | 7.31 | 23.0054 | 24.6881 |
| Canara Robeco Banking and PSU Debt | 7.42 | 11.0099 | 11.8270 |
| UTI Banking PSU | 7.49 | 20.0847 | 21.5885 |
| Baroda BNP Paribas Banking and PSU Bond | 7.49 | 11.5991 | 12.4679 |
| ITI Banking PSU Debt | 7.52 | 12.0619 | 12.9689 |
| Edelweiss Banking and PSU Debt | 7.55 | 22.9066 | 24.6365 |
| DSP Banking PSU Debt | 7.58 | 22.3806 | 24.0781 |
| Axis Banking PSU Debt | 7.59 | 2444.0548 | 2629.4867 |
| Nippon India Banking PSU Debt | 7.59 | 19.3350 | 20.8030 |
| Nippon India Banking PSU Debt | 7.59 | 19.3354 | 20.8033 |
Equity: Contra
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| SBI CONTRA | 7.04 | 351.1963 | 375.9265 |
| Kotak India EQ Contra | 7.33 | 142.9100 | 153.3800 |
Debt: Overnight
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| NAVI Overnight | 3.99 | 10.4258 | 10.8419 |
| ITI Overnight | 6.43 | 1212.7593 | 1290.7520 |
| Samco Overnight | 6.46 | 1094.7691 | 1165.4701 |
| CANARA ROBECO OVERNIGHT | 6.56 | 1233.5552 | 1314.4381 |
| Shriram Overnight | 6.56 | 11.0345 | 11.7580 |
| Helios Overnight | 6.58 | 1025.7561 | 1093.2113 |
| Edelweiss Overnight | 6.59 | 1235.4213 | 1316.8967 |
| NJ Overnight | 6.59 | 1105.6212 | 1178.4926 |
| JM Overnight | 6.60 | 1211.5719 | 1291.5072 |
| JM Overnight | 6.60 | 1211.5880 | 1291.5266 |
Equity: Multi Cap
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| BAJAJ FINSERV MULTI CAP | 0.03 | 10.0200 | 10.0230 |
| Groww Multicap | 1.08 | 8.4106 | 8.5017 |
| PGIM India Multi Cap | 1.67 | 8.3700 | 8.5100 |
| Samco Multi Cap | 1.82 | 8.7900 | 8.9500 |
| Franklin India Multi Cap | 2.00 | 8.6933 | 8.8674 |
| Tata Multicap | 2.51 | 12.4357 | 12.7480 |
| Sundaram Multi Cap | 2.53 | 79.5545 | 81.5649 |
| quant Active | 2.98 | 588.7864 | 606.3029 |
| ITI Multi Cap | 3.02 | 21.7507 | 22.4082 |
| Mahindra Manulife Multi Cap | 6.15 | 32.6494 | 34.6562 |
Debt: Long Duration
| Fund | Change (%) | NAV (52w low) | Latest NAV |
|---|---|---|---|
| Mirae Asset Long Duration | 1.69 | 9.9452 | 10.1135 |
| Franklin India Long Duration | 1.70 | 9.9770 | 10.1470 |
| UTI Long Duration | 8.32 | 10.9962 | 11.9110 |
| Nippon India Nivesh Lakshya | 8.90 | 16.2776 | 17.7267 |
| Aditya Birla Sun Life Long Duration | 9.03 | 11.5349 | 12.5763 |
| Axis Long Duration | 9.06 | 1112.5994 | 1213.4278 |
| ICICI Prudential Long Term Bond | 9.14 | 87.2979 | 95.2736 |
| Kotak Long Duration | 9.16 | 9.8891 | 10.7951 |
| HDFC Long Duration Debt | 9.26 | 11.0220 | 12.0422 |
| Bandhan Long Duration | 9.33 | 9.9008 | 10.8246 |
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?
Related:
Analyze Your Mutual Fund Portfolio for Free with Arthgyaan's Mutual Fund Review Service
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
- Bottom fishing tracker: which mutual funds have fallen the most?
- Which are the high-risk and underperforming mutual funds that can be avoided by investors?
What's next? You can join the Arthgyaan WhatsApp community
You can stay updated on our latest content and learn about our webinars. Our community is fully private so that no one, other than the admin, can see your name or number. Also, we will not spam you.For resident Indians 🇮🇳:
For NRIs 🇺🇸🇬🇧🇪🇺🇦🇺🇦🇪🇸🇬: To understand how this article can help you:
If you have a comment or question about this article
The following button will open a form with the link of this page populated for context:If you liked this article, please leave us a rating
The following button will take you to Trustpilot:Check out our two calculators: Arthgyaan step-up SIP calculator
Arthgyaan step-up SWP calculator
Latest articles:
Retirement
Portfolio Construction
Portfolio Review
Retirement Planning in 2025: Simple Steps for a Secure Future in Your 40s and 50s
This article introduces the Arthgyaan Retirement Package which simplifies investment decisions for retirement by optimizing portfolio allocation, rebalancing strategies, and long-term wealth creation.
Published: 12 March 2025
4 MIN READ
Topics you will like:
Asset Allocation (19) Basics (8) Behaviour (20) Budget (24) Budgeting (12) Calculator (34) Case Study (7) Children (22) Choosing Investments (39) FAQ (18) FIRE (19) Fixed Deposit (10) Free Planning Tool (15) Gold (28) Health Insurance (8) House Purchase (43) Insurance (20) International Investing (16) Life Stages (2) Loans (27) Market Data (10) Market Movements (27) Mutual Funds (79) NPS (16) NRI (33) News (36) Pension (10) Portfolio Construction (60) Portfolio Review (32) Reader Questions (8) Real Estate (15) Research (6) Retirement (44) Return to India (4) Review (27) Risk (8) Safe Withdrawal Rate (6) Screener (8) Senior Citizens (5) Set Goals (28) Step by step (15) Stock Investing (4) Tax (94)Next steps:
1. Email me with any questions.
2. Use our goal-based investing template to prepare a financial plan for yourself.Don't forget to share this article on WhatsApp or Twitter or post this to Facebook.
Discuss this post with us via Facebook or get regular bite-sized updates on Twitter.
More posts...Disclaimer: Content on this site is for educational purpose only and is not financial advice. Nothing on this site should be construed as an offer or recommendation to buy/sell any financial product or service. Please consult a registered investment advisor before making any investments.
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
We are currently at 534 posts and growing fast. Search this site: Copyright © 2021-2025 Arthgyaan.com. All rights reserved.