Mutual fund losers: So far, most discussions have centred around top-performing mutual funds with high CAGR. But in this article, we will bring to the forefront the underperformers, i.e., the mutual fund “losers.” In particular, we will be looking at mutual funds that have given negative returns in the last six months.
We have identified five such mutual funds that have underperformed in the last six months. They belong to various categories, including Flexi Cap, Multi Cap, Mid Cap, Small Cap, and focused.
Take a look at the data below to see if these funds are part of your mutual fund portfolio.
Mutual fund losers: Funds that underperformed in last 6 months and 1 year
Why Tata Small Cap Fund still look strong in long term?
Though Tata Small Cap Fund has given negative returns in the last six months, it has given consistent long-term returns. It has given a return of 16.94 per cent over the last 5 years and a return of 18.51 per cent over the last 7 years. This shows that small-cap funds are prone to negative returns in the short term, while the Tata Small Cap Fund has given consistent returns in the long term. It can be a rewarding option for investors who are not affected by short-term market fluctuations.
Why Motilal Oswal Midcap Fund remains strong over long term
Invesco India Focused Fund – Direct Plan
Why Invesco India Focused Fund has potential in 3 and 5 years
Although there have been short-term market fluctuations, Invesco India Focused Fund – Direct Plan has performed well in the past, earning a return of 19.90 per cent over the last 3 years and a 5-year compound annual return of 14.62 per cent. This shows that even when the market is low, the fund has the potential to rise and grow, and hence is a good investment option.
Why is Motilal Oswal Flexi Cap fund stable in long run?
In spite of market fluctuations, Motilal Oswal Flexi Cap Fund – Direct Plan has demonstrated consistent performance in the long run, with a 5-year CAGR of 10.77 per cent, a 7-year CAGR of 11.30 per cent, and a 10-year CAGR of 12.95 per cent. This demonstrates that the fund is performing well in different market conditions and is providing consistent returns to its investors in the long run.
Motilal Oswal Multi Cap Fund – Direct Plan
(Source: Fund Fact sheet)
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)
