Last Updated on March 27, 2020 at 11:12 am
The market crash is possibly far from over, but let us take stocks of equity funds the fell the most and fell the least in a 32-day window from 20th Feb 2020 to 23rd March 2020 and the lessons we can take away.
If you are worried (as you should be) about the ongoing crash there here is a FAQ: Should we exit from equity mutual funds now to prevent further loss? We reported earlier that the Sensex lost 30% twice as fast as 2008 crash! If you are looking for a confidence-booster try, Worried about the market crash? Use emotions to understand the cost of pulling out. Also see: Can I invest surplus cash in equity or rebalance my portfolio now or wait?
Let us consider these categories
🔥Secure your future with our Robo-advisory tool trusted by over 3,500 investors and advisors. From effortless retirement planning to funding your children’s biggest dreams, turn your financial goals into reality. 🔥
Subscribe for money management solutions via email! (Link takes you to our email sign-up form) Join 32,000+ readers in our community.
👉 New Tool Alert! NaviPlan: A Privacy-Focused Multi-asset Tracker and Goal Planner 👈
- Aggressive Hybrid Fund
- Balanced Advantage
- Focused Fund
- Large & Mid Cap
- Large Cap Fund
- Mid Cap Fund
- Multi-Asset Allocation
- Multi-Cap Fund
- Small cap Fund
- Value Fund
1 Aggressive Hybrid Fund
Let us start with this category. We learnt yesterday not to expect too much from these funds: Will hybrid funds help during a market crash? Nifty vs 65% Nifty+35% bonds. The numbers shown below are the absolute returns for the 32 day period from 20th Feb 2020 to 23rd March 2020
Bottom 10
| Nippon India Equity Hybrid Fund(G)-Direct Plan | -39.34 |
| Kotak Equity Hybrid Fund(D)-Direct Plan | -31.56 |
| IDFC Hybrid Equity Fund(G)-Direct Plan | -31.38 |
| Essel Equity Hybrid Fund(G)-Direct Plan | -30.49 |
| PGIM India Hybrid Equity Fund(G)-Direct Plan | -30.45 |
| L&T Hybrid Equity Fund(G)-Direct Plan | -29.75 |
| Sundaram Equity Hybrid Fund(G)-Direct Plan | -29.68 |
| HDFC Hybrid Equity Fund(G)-Direct Plan(Adjusted) | -29.47 |
| JM Equity Hybrid Fund(G)-Direct Plan | -29.34 |
| Aditya Birla SL Equity Hybrid ’95 Fund(G)-Direct Plan | -29.33 |
Top 10
| Principal Hybrid Equity Fund(G)-Direct Plan | -27.61 |
| Franklin India Equity Hybrid Fund(G)-Direct Plan | -27.50 |
| Axis Equity Hybrid Fund(G)-Direct Plan | -27.46 |
| SBI Equity Hybrid Fund(D)-Direct Plan | -27.45 |
| Motilal Oswal Equity Hybrid Fund(G)-Direct Plan | -26.58 |
| BNP Paribas Equity Hybrid Fund(G)-Direct Plan | -26.44 |
| Canara Rob Equity Hybrid Fund(G)-Direct Plan | -25.68 |
| Mahindra Hybrid Equity Nivesh Yojana(G)-Direct Plan | -25.41 |
| Shriram Hybrid Equity Fund(G)-Direct Plan | -25.19 |
| IDBI Hybrid Equity Fund(G)-Direct Plan | -24.30 |
2 Balanced Advantage
| ITI Balanced Advantage Fund(G)-Direct Plan | -33.21 |
| HDFC Balanced Advantage Fund(G)-Direct Plan(Adjusted) | -31.66 |
| ICICI Pru Balanced Advantage Fund(G)-Direct Plan | -26.73 |
| Kotak Balanced Advantage Fund(G)-Direct Plan | -26.07 |
| Aditya Birla SL Balanced Advantage Fund(G)-Direct Plan | -25.48 |
| Union Balanced Advantage Fund(G)-Direct Plan | -23.45 |
| Nippon India Balanced Advantage Fund(G)-Direct Plan | -21.80 |
| Tata Balanced Adv Fund(G)-Direct Plan | -19.42 |
| L&T Balanced Advantage Fund(G)-Direct Plan | -18.52 |
3 Focused Fund
| Nippon India Focused Equity Fund(G)-Direct Plan | -39.37 |
| DSP Focus Fund(G)-Direct Plan | -38.32 |
| HDFC Focused 30 Fund(G)-Direct Plan | -37.78 |
| IDFC Focused Equity Fund(G)-Direct Plan | -37.54 |
| Mirae Asset Focused Fund(G)-Direct Plan | -37.08 |
| JM Core 11 Fund(G)-Direct Plan | -37.05 |
| Tata Focused Equity Fund(G)-Direct Plan | -36.96 |
| Sundaram Select Focus(G)-Direct Plan | -36.59 |
| IIFL Focused Equity Fund(G)-Direct Plan | -36.57 |
| Aditya Birla SL Focused Equity Fund(G)-Direct Plan | -36.15 |
| Franklin India Focused Equity Fund(G)-Direct Plan | -36.00 |
| Kotak Focused Equity Fund(G)-Direct Plan | -35.87 |
| IDBI Focused 30 Equity Fund(G)-Direct Plan | -35.02 |
| Motilal Oswal Focused 25 Fund(G)-Direct Plan | -33.98 |
| Union Focused Fund(G)-Direct Plan | -33.79 |
| Quant Focused Fund(G)-Direct Plan | -33.58 |
| BNP Paribas Focused 25 Equity Fund(G)-Direct Plan | -33.02 |
| L&T Focused Equity Fund(G)-Direct Plan | -32.97 |
| Axis Focused 25 Fund(G)-Direct Plan | -32.87 |
| Principal Focused Multicap Fund(G)-Direct Plan | -32.78 |
| SBI Focused Equity Fund(G)-Direct Plan | -32.74 |
| ICICI Pru Focused Equity Fund(G)-Direct Plan | -28.08 |
4 Large & Mid Cap
Bottom 10
| Franklin India Equity Advantage Fund(G)-Direct Plan | -39.69 |
| Aditya Birla SL Equity Advantage Fund(D)-Direct Plan | -39.12 |
| IDFC Core Equity Fund(G)-Direct Plan | -38.54 |
| Essel Large & Midcap Fund(G)-Direct Plan | -38.14 |
| HDFC Growth Opp Fund(G)-Direct Plan | -38.10 |
| Sundaram Large and Mid Cap Fund(G)-Direct Plan | -38.00 |
| Nippon India Vision Fund(G)-Direct Plan | -37.73 |
| Motilal Oswal Large & Midcap Fund(G)-Direct Plan | -37.44 |
| Mirae Asset Emerging Bluechip(G)-Direct Plan | -36.77 |
| SBI Large & Midcap Fund(D)-Direct Plan | -36.43 |
Top 10
| Kotak Equity Opp Fund(G)-Direct Plan | -35.65 |
| Union Large & Midcap Fund(G)-Direct Plan | -35.65 |
| BOI AXA Large & Mid Cap Equity Fund(G)-Direct Plan | -35.32 |
| Invesco India Growth Opp Fund(G)-Direct Plan | -35.31 |
| Edelweiss Large & Mid Cap Fund(G)-Direct Plan | -34.92 |
| Tata Large & Mid Cap Fund(G)-Direct Plan | -34.73 |
| LIC MF Large & Midcap Fund-(G)-Direct Plan | -33.92 |
| Mahindra Top 250 Nivesh Yojana(G)-Direct Plan | -32.90 |
| Axis Growth Opp Fund(G)-Direct Plan | -31.55 |
| Quant Large & Mid Cap Fund(G)-Direct Plan | -30.54 |
5 Large Cap Fund
Bottom 10
| DSP Top 100 Equity Fund(G)-Direct Plan | -40.00 |
| Nippon India Large Cap Fund(G)-Direct Plan | -37.99 |
| Essel Large Cap Equity Fund(G)-Direct Plan | -37.85 |
| Tata Large Cap Fund(G)-Direct Plan | -37.34 |
| HDFC Top 100 Fund(G)-Direct Plan | -36.75 |
| Aditya Birla SL Frontline Equity Fund(G)-Direct Plan | -36.72 |
| Invesco India Largecap Fund(G)-Direct Plan | -36.69 |
| Mirae Asset Large Cap Fund(G)-Direct Plan | -36.54 |
| PGIM India Large Cap Fund(G)-Direct Plan | -36.42 |
| L&T India Large Cap Fund(G)-Direct Plan | -36.32 |
Top 10
| Mahindra Pragati Bluechip Yojana(G)-Direct Plan | -34.19 |
| LIC MF Large Cap Fund(G)-Direct Plan | -32.83 |
| Baroda Large Cap Fund(G)-Direct Plan | -32.78 |
| Sahara R.E.A.L Fund(G)-Direct Plan | -32.78 |
| Canara Rob Bluechip Equity Fund(G)-Direct Plan | -32.38 |
| Sahara Super 20 Fund(G)-Direct Plan | -32.25 |
| BNP Paribas Large Cap Fund(G)-Direct Plan | -32.23 |
| Sahara Power & Natural Resources Fund(G)-Direct Plan | -32.21 |
| Axis Bluechip Fund(G)-Direct Plan | -29.72 |
| JM Large Cap Fund(G)-Direct Plan | -14.56 |
6 Mid Cap Fund
Bottom 10
| Sundaram Mid Cap Fund(G)-Direct Plan | -39.20 |
| IDBI Midcap Fund(G)-Direct Plan | -37.95 |
| ICICI Pru Midcap Fund(G)-Direct Plan | -37.81 |
| Mirae Asset Midcap Fund(G)-Direct Plan | -37.38 |
| Motilal Oswal Midcap 30 Fund(G)-Direct Plan | -37.23 |
| Edelweiss Mid Cap Fund(G)-Direct Plan | -36.76 |
| HDFC Mid-Cap Opportunities Fund(G)-Direct Plan | -36.49 |
| SBI Magnum Midcap Fund(G)-Direct Plan | -35.78 |
| PGIM India Midcap Opp Fund(G)-Direct Plan | -35.72 |
| L&T Midcap Fund(G)-Direct Plan | -35.62 |
Top 10
| Principal Midcap Fund(G)-Direct Plan | -34.48 |
| Invesco India Midcap Fund(G)-Direct Plan | -34.09 |
| Quant Mid Cap Fund(G)-Direct Plan | -33.30 |
| Baroda Mid-cap Fund(G)-Direct Plan | -33.24 |
| Mahindra Unnati Emerging Business Yojana-(G)-Direct Plan | -32.97 |
| Taurus Discovery (Midcap) Fund(G)-Direct Plan | -32.80 |
| DSP Midcap Fund(G)-Direct Plan | -32.72 |
| BNP Paribas Mid Cap Fund(G)-Direct Plan | -32.62 |
| Sahara Midcap Fund-Auto Payout-Direct Plan | -31.78 |
| Axis Midcap Fund(G)-Direct Plan | -29.36 |
7 Multi-Asset Allocation
| Quant Multi Asset Fund(G)-Direct Plan | -32.57 |
| Essel 3 in 1 Fund(G)-Direct Plan | -30.53 |
| ICICI Pru Multi-Asset Fund(G)-Direct Plan | -27.98 |
| Axis Triple Advantage Fund(G)-Direct Plan | -27.19 |
| HDFC Multi-Asset Fund(G)-Direct Plan | -27.08 |
| UTI Multi Asset Fund(G)-Direct Plan | -24.97 |
| SBI Multi Asset Allocation Fund(G)-Direct Plan | -17.59 |
8 Multi-Cap Fund
Bottom 10
| Nippon India Multi Cap Fund(G)-Direct Plan | -40.94 |
| Aditya Birla SL Equity Fund(G)-Direct Plan | -38.49 |
| HSBC Multi Cap Equity Fund(G)-Direct Plan | -38.47 |
| HDFC Equity Fund(G)-Direct Plan | -38.23 |
| Essel Multi Cap Fund(G)-Direct Plan | -37.64 |
| Invesco India Multicap Fund(G)-Direct Plan | -37.49 |
| ICICI Pru Multicap Fund(G)-Direct Plan | -36.93 |
| ITI Multi-Cap Fund(G)-Direct Plan | -36.91 |
| Taurus Starshare (Multi Cap) Fund(G)-Direct Plan | -36.90 |
| Motilal Oswal Multicap 35 Fund(G)-Direct Plan | -36.81 |
Top 10
| UTI Equity Fund(D)-Direct Plan | -33.63 |
| LIC MF Multi Cap Fund(G)-Direct Plan | -33.42 |
| Canara Rob Equity Diver Fund(G)-Direct Plan | -33.22 |
| Tata Multicap Fund(G)-Direct Plan | -33.21 |
| IDBI Diversified Equity Fund(G)-Direct Plan | -32.91 |
| Shriram Multicap Fund(G)-Direct Plan | -31.42 |
| Parag Parikh Long Term Equity Fund(G)-Direct Plan | -30.93 |
| Sahara Wealth Plus Fund-Fixed Pricing(G)-Direct Plan | -30.06 |
| Sahara Star Value Fund(G)-Direct Plan | -29.92 |
| Axis Multicap Fund(G)-Direct Plan | -29.41 |
9 Small cap Fund
Bottom 10
| L&T Emerging Businesses Fund(G)-Direct Plan | -39.83 |
| Nippon India Small Cap Fund(G)-Direct Plan | -39.71 |
| ITI Small Cap Fund(G)-Direct Plan | -39.35 |
| ICICI Pru Smallcap Fund(G)-Direct Plan | -39.33 |
| Sundaram Small Cap Fund(G)-Direct Plan | -39.30 |
| Aditya Birla SL Small Cap Fund(G)-Direct Plan | -39.20 |
| HSBC Small Cap Equity Fund(G)-Direct Plan | -38.82 |
| HDFC Small Cap Fund(G)-Direct Plan | -38.47 |
| Kotak Small Cap Fund(G)-Direct Plan | -37.74 |
| Union Small Cap Fund(G)-Direct Plan | -37.61 |
Top 10
| Edelweiss Small Cap Fund(G)-Direct Plan | -37.09 |
| Invesco India Smallcap Fund(G)-Direct Plan | -36.86 |
| Principal Small Cap Fund(G)-Direct Plan | -36.43 |
| Quant Small Cap Fund(G)-direct Plan | -36.31 |
| Canara Rob Small Cap Fund(G)-Direct Plan | -36.18 |
| DSP Small Cap Fund(G)-Direct Plan | -36.08 |
| Axis Small Cap Fund(G)-Direct Plan | -34.19 |
| SBI Small Cap Fund(G)-Direct Plan | -33.77 |
| Tata Small Cap Fund(G)-Direct Plan | -33.67 |
| BOI AXA Small Cap Fund(G)-Direct Plan | -32.37 |
10 Value Fund
| IDFC Sterling Value Fund(G)-Direct Plan | -42.48 |
| HDFC Capital Builder Value Fund(G)-Direct Plan | -39.99 |
| L&T India Value Fund(G)-Direct Plan | -39.23 |
| Templeton India Value Fund(D)-Direct Plan | -38.15 |
| JM Value Fund(G)-Direct Plan | -37.81 |
| Nippon India Value Fund(G)-Direct Plan | -37.17 |
| UTI Value Opp Fund(G)-Direct Plan | -36.60 |
| Aditya Birla SL Pure Value Fund(G)-Direct Plan | -36.42 |
| Tata Equity P/E Fund(G)-Direct Plan | -36.13 |
| Union Value Discovery Fund(G)-Direct Plan | -35.67 |
| Indiabulls Value Fund(G)-Direct Plan | -34.89 |
| Quantum Long Term Equity Value Fund(G)-Direct Plan | -34.79 |
| IDBI Long Term Value Fund(G)-Direct Plan | -34.79 |
| ICICI Pru Value Discovery Fund(G)-Direct Plan | -31.05 |
When the market heads south at such a fast pace, there is often not much difference from the top-10 and bottom-10 and also from one category to another. This listing is provided as an example of the “worst case scenario”. Please do not select or reject funds based on this listing. In some categories like balanced advantage, the fall is quite likely much more than investors seeking “regular income” could afford to bear. Stay away from mutual fund salesguys.