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Thursday, 11 October 2018 14:28

Mutual Funds - Proven Failure Record in Every Fall

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Equity mutual funds have failed in every major fall to protect investors' capital

Some Common Myths
(About equity mutual funds)

  • Myth: MF can save you from downfalls
  • Fact: Not a single equity scheme was safe in 2008, all fell almost as much as the markets

 

  • Myth: Investing in different MFs reduces risk
  • Fact: There is no substantial difference in returns of different schemes of same category except sector schemes which are inherently riskier compared to diversified funds

 

  • Myth: Blue chip schemes are safe
  • Fact: When markets fall, even blue chip schemes fall, as one can see in the tables below there are several leading blue chip schemes that have fallen almost as much as the markets have fallen

 

Pathetic Performance of Mutual Funds During 2008

Top mutual fund schemes from each major category (sector and arbitrage funds are excluded) are covered in this analysis.

LARGE CAP FUNDS

 

 

Invested on 1/Jan/08

Exited on 31/Dec/08

 

 

 

Scheme Name/Benchmark

Amount Invested (A)

Investment Value(B)

Profit from Investment (B-A)

Return

 

BENCHMARK: Nifty 50*

1000

481.6

-518.4

-51.84%

1

Tata Pure Equity Fund - Reg - Growth

1000

504.9

-495.1

-49.51%

2

Sundaram Select Focus - Reg - Growth

1000

475

-525

-52.50%

3

Sundaram Growth Fund - Reg - Growth

1000

421.7

-578.3

-57.83%

4

SBI Magnum Equity Fund - Growth

1000

437.3

-562.7

-56.27%

5

Reliance Focused Large Cap Fund - Gr.

1000

544.8

-455.2

-45.52%

6

Kotak 50 - Reg - Growth

1000

495

-505

-50.50%

7

ICICI Prudential Top 100 Fund - Growth

1000

522.9

-477.1

-47.71%

8

ICICI Pru Indo Asia Eq Fund - Ret - Gr.

1000

493.1

-506.9

-50.69%

9

ICICI Prudential Dynamic Plan - Growth

1000

546.7

-453.3

-45.33%

10

HDFC Long Term Advantage Fund - Gr.

1000

473.5

-526.5

-52.65%

11

HDFC Growth Fund - Growth

1000

512.4

-487.6

-48.76%

12

Templeton India Growth Fund - Growth

1000

488.5

-511.5

-51.15%

13

Birla Sun Life Top 100 Fund - Growth

1000

504

-496

-49.60%

14

Birla Sun Life Tax Plan - Growth

1000

419.9

-580.1

-58.01%

 

BENCHMARK: S&P BSE 100**

1000

445.1

-554.9

-55.49%

15

UTI Top 100 Fund - Growth

1000

450.6

-549.4

-54.94%

16

UTI Opportunities Fund - Growth

1000

505

-495

-49.50%

17

UTI Mastershare - Growth

1000

495.3

-504.7

-50.47%

18

UTI Long Term Equity Fund - Growth

1000

450.4

-549.6

-54.96%

19

UTI Equity Fund - Growth

1000

544

-456

-45.60%

20

SBI Magnum Tax Gain Scheme 93 - Gr.

1000

449.8

-550.2

-55.02%

21

Reliance Growth - Growth

1000

454

-546

-54.60%

22

Reliance Eq Opportunities Fund - Gr.

1000

440.2

-559.8

-55.98%

23

Kotak Classic Equity - Reg - Growth

1000

488.8

-511.2

-51.12%

24

HDFC Large Cap Fund - Growth

1000

431.8

-568.2

-56.82%

25

DSP BlackRock Top 100 Eq Fund - Gr.

1000

542.1

-457.9

-45.79%

26

DSP BlackRock India Tiger Fund - Gr

1000

416.3

-583.7

-58.37%

* Benchmark is Nifty 50 or Sensex

** Benchmark is BSE 100 or NSE 100

MULTICAP/ FLEXICAP FUNDS

 

 

Invested on 1/Jan/08

Exited on 31/Dec/08

 

 

 

Scheme Name/Benchmark

Amount Invested (A)

Investment Value(B)

Profit from Investment (B-A)

Return

 

BENCHMARK: Nifty 500

1000

426.4

-573.6

-57.36%

1

SBI Magnum Multi Cap Fund - Growth

1000

423.3

-576.7

-57.67%

2

SBI Bluechip Fund - Growth

1000

448.4

-551.6

-55.16%

3

Kotak Taxsaver - Reg - Growth

1000

403.4

-596.6

-59.66%

4

Kotak Opportunities Fund - Reg - Gr.

1000

429

-571

-57.10%

5

ICICI Pru Long T. Eq (Tax Saving)- Gr.

1000

435.7

-564.3

-56.43%

6

HDFC Taxsaver - Growth

1000

481.2

-518.8

-51.88%

7

HDFC Premier Multi - Cap Fund - Gr.

1000

472.7

-527.3

-52.73%

8

HDFC Equity Fund - Growth

1000

500.4

-499.6

-49.96%

9

HDFC Capital Builder Fund - Growth

1000

448.3

-551.7

-55.17%

10

Franklin India Prima Plus - Growth

1000

523.4

-476.6

-47.66%

11

Franklin India Flexi Cap Fund - Growth

1000

482

-518

-51.80%

12

Birla Sun Life India Opportunities - Gr.

1000

379.3

-620.7

-62.07%

13

DSP BlackRock Equity Fund - Reg - Gr.

1000

496.4

-503.6

-50.36%

 

BENCHMARK: S&P BSE 200

1000

432.7

-567.3

-56.73%

14

UTI Bluechip Flexicap Fund - Growth

1000

459.7

-540.3

-54.03%

15

Tata Equity Opportunities -Reg - Gr

1000

386

-614

-61.40%

16

Reliance Top 200 Fund - Growth

1000

506.9

-493.1

-49.31%

17

JPMorgan India Equity Fund - Growth

1000

443.8

-556.2

-55.62%

18

ICICI Prudential Multicap Fund - Gr.

1000

443.7

-556.3

-55.63%

19

HDFC Top 200 - Growth

1000

545.1

-454.9

-45.49%

20

Franklin India Opportunities Fund-Gr.

1000

418.6

-581.4

-58.14%

21

Birla Sun Life Long T. Advantage- Gr.

1000

455.1

-544.9

-54.49%

22

Birla Sun Life Frontline Eq-Reg - Gr.

1000

510

-490

-49.00%

23

Birla Sun Life Equity Fund - Growth

1000

432

-568

-56.80%

24

Birla Sun Life Buy India Fund - Growth

1000

493.3

-506.7

-50.67%

25

Birla Sun Life Advantage Fund – Gr.

1000

411.7

-588.3

-58.83%

 

MIDCAP FUNDS

 

 

Invested on 1/Jan/08

Exited on 31/Dec/08

 

 

 

Scheme Name/Benchmark

Amount Invested (A)

Investment Value(B)

Profit from Investment (B-A)

Return

 

BENCHMARK: Nifty Midcap 100

1000

397.7

-602.3

-60.23%

1

UTI Mid Cap Fund - Growth

1000

383.4

-616.6

-61.66%

Tata Mid Cap Growth -Reg - Gr.

1000

390.3

-609.7

-60.97%

3

Sundaram Taxsaver - Reg - Growth

1000

519.7

-480.3

-48.03%

Sundaram Select Midcap - Reg - Gr.

1000

410.6

-589.4

-58.94%

SBI Magnum Midcap Fund - Growth

1000

280.3

-719.7

-71.97%

Reliance Mid & Small Cap - Gr.

1000

447.9

-552.1

-55.21%

Kotak Midcap Fund - Reg - Growth

1000

365.7

-634.3

-63.43%

JPMorgan India Mid and Small-Gr

1000

336.9

-663.1

-66.31%

ICICI Prudential Value Discovery - Gr.

1000

442

-558

-55.80%

10 

ICICI Prudential MidCap Fund - Gr.

1000

316.1

-683.9

-68.39%

11 

Franklin India Smaller Companies - Gr

1000

364.8

-635.2

-63.52%

12 

Birla Sun Life Small & Midcap - Gr.

1000

379.1

-620.9

-62.09%

13 

Birla Sun Life Mid Cap - Plan A - Gr.

1000

408.7

-591.3

-59.13%

14 

DSP BlackRock Small and Midcap - Gr.

1000

410.7

-589.3

-58.93%

Source: www.mutualfundindia.com

 

 

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