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1 in 2 mutual funds lost money in the last year. Is yours on the list?

1 in 2 mutual funds lost money in the last year. Is yours on the list?

Time of India4 days ago
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Mutual fund investors have lost money in every second mutual fund over the last year, an analysis by ETMutualFunds shows. Nearly 61% of equity mutual funds delivered negative returns on lump sum investments during this period.In total, there were around 272 funds in the said period, of which 167 posted negative returns, 104 gave positive returns, and one failed to generate any return. Further analysis showed that around 17 funds have lost over 10% on lump sum investments in the past year.Samco Flexi Cap Fund recorded the steepest loss on lump sum investments, delivering a negative return of 17.48% over the same period. A lump sum investment made a year ago would now be worth just Rs 82,521.Quant Multi Cap Fund delivered a negative return of 15.31% over the same period. A lump sum investment made a year ago would now be worth Rs 84,694.NJ Flexi Cap Fund and Quant Mid Cap Fund lost 14.24% and 14.07%, respectively, during the period, while Quant Large & Mid Cap Fund delivered a negative return of 13.07%.Three funds from Quant Mutual Fund — Quant Value Fund, Quant ELSS Tax Saver Fund, and Quant Flexi Cap Fund — lost 12.52%, 12.42%, and 12.38%, respectively, on lump sum investments in the last one year.Two focused funds, Quant Focused Fund and Motilal Oswal Focused Fund, also recorded double-digit losses, down 10.46% and 10.10%, respectively. JM Large Cap Fund declined 9.41% in the same period. Quant Small Cap Fund lost 7.91% over the year, while two small cap schemes — Mahindra Manulife Small Cap Fund and HSBC Small Cap Fund — gave negative returns of 6.35% and 6.32%, respectively.Three schemes from LIC Mutual Fund, LIC MF Small Cap Fund, LIC MF Value Fund, and LIC MF Flexi Cap Fund, were down 6.17%, 6.09%, and 6.03%, respectively.Nippon India Small Cap Fund, the largest small-cap fund by assets, delivered a negative return of 5.81%. Three others, JM Small Cap Fund, Kotak Small Cap Fund , and Aditya Birla SL Small Cap Fund, declined between 4.90% and 5.06%.UTI Focused Fund and Baroda BNP Paribas Mid Cap Fund lost 3.47% each, while SBI Contra Fund and SBI Flexicap Fund posted losses of 3.15% and 3.05%, respectively. Mahindra Manulife Large & Mid Cap Fund also declined by 3.05%.Mirae Asset Midcap Fund posted a relatively lower loss of 0.81% on lump sum investments made a year ago.Finally, two focused funds, Nippon India Focused Fund and Aditya Birla SL Focused Fund, ended the list with marginal losses of 0.04% each.Four funds delivered double-digit returns on lump sum investments over the last one year. Motilal Oswal Multi Cap Fund led the pack with a 21.35% return, followed by Invesco India Midcap Fund and Motilal Oswal Large Cap Fund, which returned 12.15% and 11.58%, respectively. Invesco India Large & Mid Cap Fund delivered an 11.02% return on lump sum investments.Two more schemes from Motilal Oswal Mutual Fund, Motilal Oswal Large & Midcap Fund and Motilal Oswal Small Cap Fund, delivered 8.96% and 8.61%, respectively, over the past year.Parag Parikh Flexi Cap Fund, the largest active mutual fund and the largest in the flexi cap category by assets under management, delivered an 8% return on lump sum investments over the same period.Helios Flexi Cap Fund posted a return of 4.06%, while HDFC Mid Cap Fund delivered 2.41%. Motilal Oswal Midcap Fund returned 1.67%, followed closely by Kotak Midcap Fund, which gave a return of 1.65%.ICICI Prudential Multicap Fund was the last fund to offer a positive return, at just 0.01% over the past year on lump sum investments.Note: Canara Robeco Mid Cap Fund delivered 0.00% return over the same time period.We considered all equity mutual funds, excluding sectoral and thematic schemes, and included only regular plan, growth option funds. Returns were calculated based on lump sum investments made from July 29, 2024 to July 28, 2025.The above is a data-based performance review, not a recommendation. It is not intended to guide investment or redemption decisions. Investors must always consider their risk appetite, investment goals, and time horizon before making any investment decision.
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