Lista över aktiefonder som föll mest och minst denna marknadskrasch

Marknadskraschen är möjligen långt ifrån över, men låt oss ta aktier av aktiefonder som föll mest och föll minst under ett 32-dagarsfönster från 20 februari 2020 till 23 mars 2020 och de lärdomar vi kan ta bort.

Om du är orolig (som du borde vara) över den pågående kraschen t här är en FAQ: Bör vi lämna aktiefonder nu för att förhindra ytterligare förluster? Vi rapporterade tidigare att Sensex förlorade 30 % dubbelt så snabbt som kraschen 2008! Om du letar efter ett förtroendehöjande försök, orolig för marknadskraschen? Använd känslor för att förstå kostnaden för att dra sig ur. Se även: Kan jag investera överskottslikvida medel i eget kapital eller balansera om min portfölj nu eller vänta?

Låt oss överväga dessa kategorier

  1. Aggressiv hybridfond
  2. Balanserad fördel
  3. Focused Fund
  4. Large &Mid Cap
  5. Large Cap-fond
  6. Mellankapitalfond
  7. Tilldelning av flera tillgångar
  8. Multi-Cap-fond
  9. Småbolagsfond
  10. Värdefond

1 Aggressive Hybrid Fund

Låt oss börja med denna kategori. Vi lärde oss i går att inte förvänta oss för mycket av dessa fonder:Kommer hybridfonder att hjälpa under en marknadskrasch? Nifty vs 65% Nifty+35% obligationer. Siffrorna nedan är den absoluta avkastningen för 32-dagarsperioden från 20 februari 2020 till 23 mars 2020


Lägsta 10

Nippon India Equity Hybrid Fund(G)-Direct Plan-39.34Kotak Equity Hybrid Fund(D)-Direct Plan-31.56IDFC Hybrid Equity Fund(G)-Direct Plan-31.38Essel Equity Hybrid Fund(G)-Direct Plan-30.49PGIM Indien Hybrid Equity Fund(G)-Direct Plan-30.45L&T Hybrid Equity Fund(G)-Direct Plan-29.75Sundaram Equity Hybrid Fund(G)-Direct Plan-29.68HDFC Hybrid Equity Fund(G)-Direct Plan(Justerad)- 29.47JM Equity Hybrid Fund(G)-Direct Plan-29.34Aditya Birla SL Equity Hybrid '95 Fund(G)-Direct Plan-29.33

Top 10

Principal Hybrid Equity Fund(G)-Direct Plan-27.61Franklin India Equity Hybrid Fund(G)-Direct Plan-27.50Axis Equity Hybrid Fund(G)-Direct Plan-27.46SBI Equity Hybrid Fund(D)-Direct Plan-27.45Motilal Oswal Equity Hybrid Fund(G)-Direct Plan-26.58BNP Paribas Equity Hybrid Fund(G)-Direct Plan-26.44Canara Rob Equity Hybrid Fund(G)-Direct Plan-25.68Mahindra Hybrid Equity Nivesh Yojana Plan(G)-Direct 25.41Shriram Hybrid Equity Fund(G)-Direct Plan-25.19IDBI Hybrid Equity Fund(G)-Direct Plan-24.30

2 Balanced Advantage

ITI Balanced Advantage Fund(G)-Direct Plan-33.21HDFC Balanced Advantage Fund(G)-Direct Plan(Adjusted)-31.66ICICI Pru Balanced Advantage Fund(G)-Direct Plan-26.73Kotak Balanced Advantage Fund(G)-Direct Plan -26.07Aditya Birla SL Balanced Advantage Fund(G)-Direct Plan-25.48Union Balanced Advantage Fund(G)-Direct Plan-23.45Nippon India Balanced Advantage Fund(G)-Direct Plan-21.80Tata Balanced Advect Fund(G)-Dir Plan-19.42L&T Balanced Advantage Fund(G)-Direct Plan-18.52

3 Focused Fund

Nippon India Focused Equity Fund(G)-Direct Plan-39.37DSP Focus Fund(G)-Direct Plan-38.32HDFC Focused 30 Fund(G)-Direct Plan-37.78IDFC Focused Equity Fund(G)-Direct Plan-37.54Mirae Asset Focused Fund(G)-Direct Plan-37.08JM Core 11 Fund(G)-Direct Plan-37.05Tata Focused Equity Fund(G)-Direct Plan-36.96Sundaram Välj Focus(G)-Direct Plan-36.59IIFL Focused Equity Fund( G)-Direct Plan-36.57Aditya Birla SL Focused Equity Fund(G)-Direct Plan-36.15Franklin India Focused Equity Fund(G)-Direct Plan-36.00Kotak Focused Equity Fund(G)-Direct Plan-35.87IDBI Equity Focused 30 Fond(G)-Direct Plan-35.02Motilal Oswal Focused 25 Fund(G)-Direct Plan-33.98Union Focused Fund(G)-Direct Plan-33.79Quant Focused Fund(G)-Direct Plan-33.58BNP Paribas Focused 25 Equity Fund (G)-Direct Plan-33.02L&T Focused Equity Fund(G)-Direct Plan-32.97Axis Focused 25 Fund(G)-Direct Plan-32.87Principal Focused Multicap Fund(G)-Direct Plan-32.78SBI Focused Equity Fund(G) )-Direct Plan-32.74ICICI Pru Focused Equity Fund(G)-Direct Plan -28.08

4 Large &Mid Cap

Lägsta 10

Franklin India Equity Advantage Fund(G)-Direct Plan-39.69Aditya Birla SL Equity Advantage Fund(D)-Direct Plan-39.12IDFC Core Equity Fund(G)-Direct Plan-38.54Essel Large &Midcap Fund(G)-Direct Plan -38.14HDFC Growth Opp Fund(G)-Direct Plan-38.10Sundaram Large and Mid Cap Fund(G)-Direct Plan-38.00Nippon India Vision Fund(G)-Direct Plan-37.73Motilal Oswal Large &Midcap Fund(G)- Direct Plan-37.44Mirae Asset Emerging Bluechip(G)-Direct Plan-36.77SBI Large &Midcap Fund(D)-Direct Plan-36.43

Top 10

Kotak Equity Opp Fund(G)-Direct Plan-35.65Union Large &Midcap Fund(G)-Direct Plan-35.65BOI AXA Large &Mid Cap Equity Fund(G)-Direct Plan-35.32Invesco India Growth Opp Fund(G)- Direct Plan-35.31Edelweiss Large &Mid Cap Fund(G)-Direct Plan-34.92Tata Large &Mid Cap Fund(G)-Direct Plan-34.73LIC MF Large &Midcap Fund-(G)-Direct Plan-33.92Mahindra Top 250 Nivesh Yojana(G)-Direct Plan-32.90Axis Growth Opp Fund(G)-Direct Plan-31.55Quant Large &Mid Cap Fund(G)-Direct Plan-30.54

5 Large Cap Fund

Lägsta 10

DSP Top 100 Equity Fund(G)-Direct Plan-40.00Nippon India Large Cap Fund(G)-Direct Plan-37.99Essel Large Cap Equity Fund(G)-Direct Plan-37.85Tata Large Cap Fund(G)-Direct Plan- 37.34HDFC Top 100 Fund(G)-Direct Plan-36.75Aditya Birla SL Frontline Equity Fund(G)-Direct Plan-36.72Invesco India Largecap Fund(G)-Direct Plan-36.69Mirae Asset Large Cap Fund(G)-Direct Plan -36.54PGIM India Large Cap Fund(G)-Direct Plan-36.42L&T India Large Cap Fund(G)-Direct Plan-36.32

Top 10

Mahindra Pragati Bluechip Yojana(G)-Direct Plan-34.19LIC MF Large Cap Fund(G)-Direct Plan-32.83Baroda Large Cap Fund(G)-Direct Plan-32.78Sahara REAL Fund(G)-Direct Plan-32.78Canara Rob Bluechip Equity Fund(G)-Direct Plan-32.38Sahara Super 20 Fund(G)-Direct Plan-32.25BNP Paribas Large Cap Fund(G)-Direct Plan-32.23Sahara Power &Natural Resources Fund(G)-Direct Plan-32.21 Axis Bluechip Fund(G)-Direct Plan-29.72JM Large Cap Fund(G)-Direct Plan-14.56

6 Mid Cap Fund

Lägsta 10

Sundaram Mid Cap Fund(G)-Direct Plan-39.20IDBI Midcap Fund(G)-Direct Plan-37.95ICICI Pru Midcap Fund(G)-Direct Plan-37.81Mirae Asset Midcap Fund(G)-Direct Plan-37.38Motilal Oswal Midcap 30 Fund(G)-Direct Plan-37.23Edelweiss Mid Cap Fund(G)-Direct Plan-36.76HDFC Mid-Cap Opportunities Fund(G)-Direct Plan-36.49SBI Magnum Midcap Fund(G)-Direct Plan-35.78PGIM Indien Midcap Opp Fund(G)-Direct Plan-35.72L&T Midcap Fund(G)-Direct Plan-35.62

Top 10

Principal Midcap Fund(G)-Direct Plan-34.48Invesco India Midcap Fund(G)-Direct Plan-34.09Quant Mid Cap Fund(G)-Direct Plan-33.30Baroda Mid-cap Fund(G)-Direct Plan-33.24Mahindra Unnati Emerging Business Yojana-(G)-Direct Plan-32.97Taurus Discovery (Midcap) Fund(G)-Direct Plan-32.80DSP Midcap Fund(G)-Direct Plan-32.72BNP Paribas Mid Cap Fund(G)-Direct Plan-32.62 Sahara Midcap Fund-Auto Payout-Direct Plan-31.78Axis Midcap Fund(G)-Direct Plan-29.36

7 Multi-Asset Allocation

Quant Multi Asset Fund(G)-Direct Plan-32.57Essel 3 in 1 Fund(G)-Direct Plan-30.53ICICI Pru Multi-Asset Fund(G)-Direct Plan-27.98Axis Triple Advantage Fund(G)-Direct Plan- 27.19HDFC Multi Asset Fund(G)-Direct Plan-27.08UTI Multi Asset Fund(G)-Direct Plan-24.97SBI Multi Asset Allocation Fund(G)-Direct Plan-17.59

8 Multi-Cap Fund

Lägsta 10

Nippon India Multi Cap Fund(G)-Direct Plan-40.94Aditya Birla SL Equity Fund(G)-Direct Plan-38.49HSBC Multi Cap Equity Fund(G)-Direct Plan-38.47HDFC Equity Fund(G)-Direct Plan-38.23 Essel Multi Cap Fund(G)-Direct Plan-37.64Invesco India Multicap Fund(G)-Direct Plan-37.49ICICI Pru Multicap Fund(G)-Direct Plan-36.93ITI Multi-Cap Fund(G)-Direct Plan-36.91Taurus Starshare (Multi Cap) Fund(G)-Direct Plan-36.90Motilal Oswal Multicap 35 Fund(G)-Direct Plan-36.81

Top 10

UTI Equity Fund(D)-Direct Plan-33.63LIC MF Multi Cap Fund(G)-Direct Plan-33.42Canara Rob Equity Diver Fund(G)-Direct Plan-33.22Tata Multicap Fund(G)-Direct Plan-33.21IDBI diversifierad Aktiefond(G)-Direct Plan-32.91Shriram Multicap Fund(G)-Direct Plan-31.42Parag Parikh Long Term Equity Fund(G)-Direct Plan-30.93Sahara Wealth Plus Fund-Fixed Pricing(G)-Direct Plan-30.06 Sahara Star Value Fund(G)-Direct Plan-29.92Axis Multicap Fund(G)-Direct Plan-29.41

9 Small Cap Fund

Lägsta 10

L&T Emerging Businesses Fund(G)-Direct Plan-39.83Nippon India Small Cap Fund(G)-Direct Plan-39.71ITI Small Cap Fund(G)-Direct Plan-39.35ICICI Pru Smallcap Fund(G)-Direct Plan-39.33Sundaram Small Cap Fund(G)-Direct Plan-39.30Aditya Birla SL Small Cap Fund(G)-Direct Plan-39.20HSBC Small Cap Equity Fund(G)-Direct Plan-38.82HDFC Small Cap Fund(G)-Direct Plan-38.47 Kotak Small Cap Fund(G)-Direct Plan-37.74Union Small Cap Fund(G)-Direct Plan-37.61

Top 10

Edelweiss Small Cap Fund(G)-Direct Plan-37.09Invesco India Small Cap Fund(G)-Direct Plan-36.86Principal Small Cap Fund(G)-Direct Plan-36.43Quant Small Cap Fund(G)-direkt Plan-36.31Canara Rob Small Cap Fund(G)-Direct Plan-36.18DSP Small Cap Fund(G)-Direct Plan-36.08Axis Small Cap Fund(G)-Direct Plan-34.19SBI Small Cap Fund(G)-Direct Plan-33.77Tata Small Cap Fond(G)-Direct Plan-33.67BOI AXA Small Cap Fund(G)-Direct Plan-32.37

10 Value Fund

IDFC Sterling Value Fund(G)-Direct Plan-42.48HDFC Capital Builder Value Fund(G)-Direct Plan-39.99L&T India Value Fund(G)-Direct Plan-39.23Templeton India Value Fund(D)-Direct Plan-38.15JM Value Fund(G)-Direct Plan-37.81Nippon India Value Fund(G)-Direct Plan-37.17UTI Value Opp Fund(G)-Direct Plan-36.60Aditya Birla SL Pure Value Fund(G)-Direct Plan-36.42Tata Equity P/E Fund(G)-Direct Plan-36.13Union Value Discovery Fund(G)-Direct Plan-35.67Indiabulls Value Fund(G)-Direct Plan-34.89Quantum Long Term Equity Value Fund(G)-Direct Plan-34.79IDBI Long Term Value Fund(G)-Direct Plan-34.79ICICI Pru Value Discovery Fund(G)-Direct Plan-31.05

När marknaden beger sig söderut i så hög fart är det ofta inte så stor skillnad från topp-10 och botten-10 och även från en kategori till en annan. Denna lista tillhandahålls som ett exempel på det "värsta scenariot". Välj eller avvisa inte medel baserat på denna lista. I vissa kategorier som balanserad fördel, är fallet ganska troligt mycket mer än vad investerare som söker "vanlig inkomst" har råd att bära. Håll dig borta från fondförsäljare.


Offentlig investeringsfond
  1. Fondinformation
  2. Offentlig investeringsfond
  3. Privata investeringsfonder
  4. Hedgefond
  5. Investeringsfond
  6. Indexfond