News

These 12 equity mutual funds offered negative returns in 9 months. Do you own any?

Around 12 equity mutual funds have offered negative returns in the last nine months. There were around 488 equity mutual funds in the said period.

HSBC Brazil Fund lost the most — around 20.92% — in the last nine months. Invesco India – Invesco Pan European Equity FoF posted a negative return of around 7.54% in the period. DSP World Mining FoF and Baroda BNP Paribas Aqua FoF lost 4.66% and 2.82%, respectively, in the last nine months.


Also Read | Bank, financial services MFs lagged in 2024. Will the new year be better?

ICICI Pru Strategic Metal and Energy Equity FoF gave a negative return of around 2.61% in the last nine months, followed by DSP Global Clean Energy FoF which gave negative returns of around 2.23% in the same period.

Aditya Birla SL PSU Equity Fund, a PSU fund, lost around 1.84% in the same period, followed by Mirae Asset Global Electric & Autonomous Vehicles ETFs FoF which lost 1.71%.


Edelweiss Europe Dynamic Equity Off-shore Fund lost 1.60% in the last nine months, followed by two schemes from Quant Mutual Fund.Quant Quantamental Fund and Quant ELSS Tax Saver Fund gave negative returns of around 1.02% and 0.89%, respectively, in the last nine months. ICICI Pru Commodities Fund lost the lowest of around 0.23% in the said period.Also Read | Best mutual funds to invest through SIPs in January 2025

Around 476 schemes gave positive returns between 0.25% and 50.75% in the last nine months. Mirae Asset NYSE FANG+ETF FoF offered the highest return of 50.75% in the same period.

We considered all equity mutual funds available in the market, including sectoral and thematic funds. We considered regular and growth options. We calculated the performance of last nine months.

Note, the above exercise is not a recommendation. The exercise was done to find which equity mutual funds gave negative returns in the last nine months. One should not make investment or redemption decisions based on the above exercise.

One should always consider risk appetite, investment horizon, and goals before making any investment decision.

Related Posts

Mutual funds: How dynamic asset allocation funds provide a feasible choice amid volatility? Experts weigh in

Mutual funds: How dynamic asset allocation funds provide a feasible choice amid volatility? Experts weigh in

Có thể bạn quan tâm Buy 3 Consumer Discretionary Mutual Funds With Increasing Retail Sales – December 18, 2024 Is Vanguard Target Retirement 2035 Fund (VTTHX) a Strong…

Buy 3 Consumer Discretionary Mutual Funds With Increasing Retail Sales - December 18, 2024

3 Columbia Mutual Funds to Buy Now for Maximizing Returns – January 7, 2025

Có thể bạn quan tâm How top 10 equity mutual funds of 2024 performed in last three years Is BFRAX a Strong Bond Fund Right Now? Mutual fund…

Quant mutual fund close to complete deployment, expects healthy pullback rally

Quant mutual fund close to complete deployment, expects healthy pullback rally

Có thể bạn quan tâm ’Why can’t people own the dollars’ Deepak Shenoy debates RBI restriction on mutual funds investing in foreign stocks 3 Invesco Mutual Funds to…

Fidelity to convert $180mn bond index fund into ETF

Fidelity to convert $180mn bond index fund into ETF

Có thể bạn quan tâm Bitcoin mutual funds debut in Israel as regulators tread carefully Is TIAA-CREF Large Cap Value Premier (TRCPX) a Strong Mutual Fund Pick Right…

Best small cap mutual funds to invest in January 2025

Best small cap mutual funds to invest in January 2025

Có thể bạn quan tâm Year-ender 2024: Sectoral, thematic mutual funds fetch highest inflows. Should you focus on them in 2025? Grab These 3 Healthcare Mutual Funds for…

Canoe Financial announces an estimated special non-cash

Canoe EIT Income Fund Announces January 2025 Monthly

Có thể bạn quan tâm Outset Medical Secures $294M Financing Package, Posts Strong 2024 Revenue Growth Can this mid-cap company take the lead in the exploding $1.2 trillion…

Leave a Reply

Your email address will not be published. Required fields are marked *