Best & worst performing funds since March 2020

Best & worst performing funds since March 2020

Shashikant Singh
/ Categories: Mutual Fund

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
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