Best & worst performing funds since March 2020
After touching a low of Rs 7,610 in the month of March, Nifty today, touched a physiological mark of 14,000. In the last nine months, the frontline equity indices have gained by 84 per cent after witnessing a fall of 39 per cent in the first quarter of 2020.
There were many mutual fund schemes that saw a much sharper cut during the same period. Most of them were from the commodity and finance front as these were the most impacted. At one point in time, in the year 2020, crude oil was trading in the negative zone, which theatrically means that the buyers were being paid for purchasing crude oil. Even the banks were hit harder as the fears of NPA rose after the lockdown, which subsequently resulted in job loss for many.
Following are the funds which lost most between the period of starting 2020 and March 23:
|
Top 10 Worst Performing Funds(Jan 1 and March 23)
|
|
Fund Name
|
Returns (%)
|
Category
|
Expense Ratio (%)
|
Net Assets (Cr)
|
|
HSBC Brazil Fund
|
-48.00
|
International
|
1.60
|
18.00
|
|
DSP World Energy Fund
|
-38.91
|
International
|
1.54
|
43.00
|
|
UTI Banking and Financial Services Fund
|
-37.80
|
BANK
|
1.78
|
626.00
|
|
Franklin India Feeder - Franklin European Growth Fund
|
-37.40
|
International
|
0.55
|
20.00
|
|
HDFC Infrastructure Fund
|
-37.26
|
INFRA
|
1.95
|
454.00
|
|
Nippon India Banking Fund
|
-37.17
|
BANK
|
1.44
|
2,509
|
|
Motilal Oswal Nifty Bank Index Fund
|
-36.42
|
BANK
|
0.38
|
90.00
|
|
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
|
-35.67
|
International
|
1.20
|
7.00
|
|
ICICI Prudential Banking and Financial Services Fund
|
-35.66
|
BANK
|
1.28
|
3,289
|
|
DSP Natural Resources and New Energy Fund
|
-35.51
|
Energy
|
1.43
|
372.00
|
Following are the top ten performing funds in the first quarter of 2020.
| Top 10 Best Performing Funds(Jan 1 and March 23) |
| Fund Name |
Returns (%) |
Category |
Expense Ratio (%) |
Net Assets (Cr) |
| Motilal Oswal Nasdaq 100 FOF |
-8.68 |
INTL |
0.10 |
1,485 |
| ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund |
-7.54 |
Pharma |
1.45 |
2,023 |
| Nippon India Pharma Fund |
-7.43 |
Pharma |
1.32 |
4,151 |
| UTI Healthcare Fund |
-6.79 |
Pharma |
1.83 |
610.00 |
| Aditya Birla Sun Life Pharma & Healthcare Fund |
-6.29 |
Pharma |
0.97 |
434.00 |
| SBI Healthcare Opportunities Fund |
-6.07 |
Pharma |
1.13 |
1,512 |
| IDBI Healthcare Fund |
-5.38 |
Pharma |
1.40 |
64.00 |
| Mirae Asset Healthcare Fund |
-3.89 |
Pharma |
0.62 |
1,097 |
| DSP Healthcare Fund |
-2.94 |
Pharma |
0.78 |
956.00 |
| Tata India Pharma & HealthCare Fund |
-2.47 |
Pharma |
1.20 |
384.00 |
Post-March 23, we saw a dramatic recovery in the fortune of equity investors. Equity indices saw a sharp recovery and some of the equity indices, such as small-caps, gained by more than 90 per cent.
Following is a list of funds that have gained the most. It includes all the funds from the multi-cap category, including large-cap heavy with exposure to mid-cap & small-cap dedicated stocks.
|
Top 10 Best Performing Funds(March 23 and December 30)
|
|
Fund Name
|
Returns (%)
|
Category
|
Expense Ratio (%)
|
Net Assets (Cr)
|
|
Quant Active Fund
|
115.22
|
Multicap
|
0.57
|
99.00
|
|
PGIM India Diversified Equity Fund
|
102.26
|
Multicap
|
0.53
|
398.00
|
|
Nippon India Focused Equity Fund
|
87.48
|
Multicap
|
1.27
|
4,204
|
|
Mirae Asset Focused Fund
|
87.32
|
Multicap
|
0.36
|
4,173
|
|
Parag Parikh Long Term Equity Fund
|
84.82
|
Multicap
|
1.00
|
5,757
|
|
UTI Equity Fund
|
83.34
|
Multicap
|
1.26
|
13,546
|
|
IIFL Focused Equity Fund
|
80.22
|
Multicap
|
0.90
|
1,210
|
|
Motilal Oswal Nifty 500 Fund
|
79.24
|
Multicap
|
0.38
|
79.00
|
|
Aditya Birla Sun Life Equity Fund
|
78.41
|
Multicap
|
0.98
|
12,109
|
|
Franklin India Equity Fund
|
78.31
|
Multicap
|
1.10
|
8,841
|
|
HSBC Multi Cap Equity Fund
|
77.08
|
Multicap
|
1.38
|
355.00
|
Following is the top ten worst performing equity dedicated mutual fund.
| Top 10 Worst Performing Funds(March 23 and December 30) |
| Fund Name |
Returns (%) |
Category |
Expense Ratio (%) |
Net Assets (Cr) |
| BNP Paribas Multi Cap Fund |
65.10 |
Multicap |
1.02 |
546.00 |
| Nippon India Multi Cap Fund |
64.13 |
Multicap |
1.19 |
8,230 |
| IDFC Multi Cap Fund |
62.96 |
Multicap |
1.29 |
5,149 |
| L&T Focused Equity Fund |
62.33 |
Multicap |
1.31 |
782.00 |
| Shriram Multicap Fund |
61.74 |
Multicap |
0.65 |
62.00 |
| JM Multicap Fund |
61.56 |
Multicap |
1.32 |
149.00 |
| ITI Multi Cap Fund |
61.30 |
Multicap |
0.48 |
164.00 |
| LIC MF Multicap Fund |
60.34 |
Multicap |
1.68 |
334.00 |
| SBI Focused Equity Fund |
60.08 |
Multicap |
0.78 |
12,020 |
| Axis Multicap Fund |
59.78 |
Multicap |
0.54 |
7,099 |