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Past performance does not guarantee future results. This applies not only to top-performing schemes but also to those that have underperformed. Turning the spotlight on such schemes, Moneycontrol sifts through the portfolios of schemes in the bottom quintile of 10-year returns. Here’s what they added.
Categories considered: Large-, large & mid-, mid-, multi- flexi- and small-cap funds.
Schemes shortlisted for compilation: 20.
Sample of bottom performers considered for the study: UTI Flexi Cap, Nippon India Vision, Franklin India Bluechip, DSP Midcap, Sundaram Mid Cap and Aditya Birla SL Small Cap.
Source: ACEMF.
Oil & Natural Gas Corporation
No. of bottom-performing schemes that newly added the stock over the last six months: 5
Sample of bottom performing schemes that newly added the stock: Nippon India Vision and Union Flexi Cap
Also see: Midcap and smallcap funds: How should retail investors approach them?
Prestige Estates Projects
No. of bottom-performing schemes that newly added the stock over the last six months: 5
Sample of bottom performing schemes that newly added the stock: Union Small Cap and Sundaram Mid Cap
Ajanta Pharma
No. of bottom-performing schemes that newly added the stock over the last six months: 4
Sample of bottom performing schemes that newly added the stock: UTI Flexi Cap and Nippon India Vision
Also see: These smallcap multibaggers rewarded MF investors with up to 848% returns in a year
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Kotak Mahindra Bank
No. of bottom-performing schemes that newly added the stock over the last six months: 4
Samples of bottom-performing schemes that freshly added the stock: DSP Top 100 Equity and LIC MF Flexi Cap
Max Financial Services
No. of bottom-performing schemes that newly added the stock over the last six months: 4
Sample of bottom-performing schemes that freshly added the stock: Aditya Birla SL Equity Advantage and Franklin India Equity Advantage
Power Grid Corporation Of India
No. of bottom-performing schemes that newly added the stock over the last six months: 4
Sample of bottom-performing schemes that freshly added the stock: LIC MF Large Cap and Franklin India Bluechip
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Trent
No. of bottom-performing schemes that newly added the stock over the last six months: 4
Sample of bottom performing schemes that newly added the stock: Baroda BNP Paribas Multi Cap and Union Flexi Cap
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Zomato
No. of bottom-performing schemes that newly added the stock over the last six months: 4
Sample of bottom-performing schemes that newly added the stock: Aditya Birla SL Equity Advantage and PGIM India Large Cap
Info Edge (India)
No. of bottom-performing schemes that newly added the stock over the last six months: 3
Sample of bottom-performing schemes that newly added the stock: Union Flexi Cap and
DSP Midcap
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Page Industries
No. of bottom-performing schemes that newly added the stock over the last six months: 3
Sample of bottom-performing schemes that newly added the stock: LIC MF Flexi Cap and
Franklin India Bluechip
Voltas
No. of bottom-performing schemes that newly added the stock over the last six months: 3
Sample of bottom-performing schemes that newly added the stock: Aditya Birla SL Equity Advantage and DSP Midcap
Devyani International
No. of bottom-performing schemes that newly added the stock over the last six months: 3
Sample of bottom performing schemes that newly added the stock: Franklin India Bluechip and Sundaram Mid Cap
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