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.
This article lists mutual funds with the worst historical performance over 3, 5, 10, 15, and 20 years.
Disclaimer: Fund names mentioned in the article are not recommendations for investing or not investing in them. The purpose here is to contrast active funds vs index funds in performance.
We have examined 680 funds using data from Valueresearchonline to create lists of the worst-performing funds by examining returns in lump-sum and SIP form.
Warnings and disclaimers before you use this data:
Reviewing such lists of worst-performing funds is part of the fund review process that all investors should implement for their portfolio: Are you checking the performance of your funds regularly?
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.In each of these cases, we have shown the final value of a ā¹10,000/month SIP in these funds over the lookback period.
In each of these cases, we have shown the final value of a one-time ā¹100,000 investment in these funds over the lookback period.
In each case, we have shown the fund performance along with a long-running Nity 50 index fund. Investors should note that in all cases, the index fund has done better than the funds in the list.
Related:
Which index funds to invest in and why?
For example, in the worst 20-year SIP returns list, we also have SENSEX and Nifty 50 funds. In a future article, we will examine why these funds from the same AMC have performed poorly.
If you are investing in these funds via an advisor, now is an excellent time to revisit the rationale of sticking with these funds by sitting down with your advisor.
If you are a Do-It-Yourself (DIY) investor, you should reconsider why you need to invest in active funds and instead switch to index funds: What are the best index funds for new investors in India?
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This post titled Are you invested in these worst-performing mutual funds? first appeared on 08 Feb 2023 at https://arthgyaan.com