These Equity Mutual Funds have Dropped 15% in 6 Months

Equity mutual funds are those mutual funds that invest in stocks and shares of companies. As per the SEBI rules, these funds invest at least 65% of their assets in equity and equity-related securities and the other 35% can be invested in debt or money market instruments.

There are 15 equity mutual funds that have dropped 15% in the past six months, there were approx. 271 equity mutual funds in the said period and from 271 equity mutual funds 266 delivered negative returns during the same period. There are only five funds that have delivered positive returns of up to 7% in the past six months.

The biggest losses in the last six months are from the same fund house – Quant Mutual Fund. The Quant ELSS Tax Saver Fund saw the largest drop of approx. 19.08%, while the Quant Active Fund followed closely with a loss of 18.37%.

Quant Value Fund and Quant Flexi Cap Fund delivered a negative return of approx. 17.82% and 17.69% in the past six months.

Samco Flexi Cap Fund which is a Flexi cap fund gave a negative return of approx. 17.65% in the same mentioned period.

Motilal Oswal Focused Fund delivered a negative return of approx. 17.58% in the past six months, followed by Samco ELSS Tax Saver Fund which lost 17.52% in the past six months. Shriram Flexi Cap Fund and Quant Mid Cap Fund lost 17.21% and 17.04% respectively at the same time.

Shriram ELSS Tax Saver Fund delivered a negative return of approx. 16.70%, followed by NJ Flexi Cap Fund which lost 16.20% in the last six months.

The two value funds, JM Value Fund and ITI Value Fund delivered a return of approx. 15.61% and 15.59% respectively in the mentioned period.

Taurus Mid Cap Fund and Quant Large & Mid Cap Fund delivered a negative return of approx. 15.43% and 15.35% in the last six months.

There are approx. 251 equity schemes that lost between 0.15% to 14.89% in the mentioned period. Quant Small Cap Fund and Quant Focused Fund lost 14.89% and 14.75% respectively in the past six months. The biggest small cap fund based on assets managed delivered a negative return of approx. 12.87% at the same time.

Kotak Small Cap Fund delivered a negative return of approx. 11.33% in the past six months. HSBC Large & Mid Cap Fund and HSBC Multi Cap Fund lost 9.70% each at the said time. The oldest and biggest contra fund SBI contra fund has delivered a negative return of approx. 8.60% at the same time.

SBI Long Term Equity Fund which is the oldest ELSS fund has lost 8.38% in the mentioned period. SBI BlueChip Fund and HDFC ELSS Tax saver delivered a negative return of 7.07% each during the same period. DSP Value Fund lost the lowest of approx. 0.15% in the past six months.

Funds that Delivered Positive Returns

Motilal Oswal Multi Cap Fund that delivered the highest positive return of approx. 6.67% in the past six months, followed by Bandhan Focused Equity Fund which delivered a 1.47% return at the same time.

In the last six months, the Motilal Oswal Large Cap Fund gave a return of just 0.15%, while the Parag Parikh Flexi Cap Fund returned 1.14%. The Motilal Oswal Small Cap Fund performed better with a return of 0.50%.

Investors always think about their risk tolerance, investment horizon, and their financial goals before making an investment.