15 smallcap mutual funds lose over 35% on SIP investments since market peak (original) (raw)
Loss makers
All the 29 schemes in the small cap category that have been around in the market in the mentioned period have offered negative XIRR on SIP investments. Here are the schemes that lost over 35% (Source: ACE MF)
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Over 40% loss
Four schemes - Mahindra Manulife Small Cap Fund, Aditya Birla Sun Life Small Cap Fund, Tata Small Cap Fund, and TRUSTMF Small Cap Fund - lost 45.52%, 42.31%, 41.82%, and 40.05% on SIP investments.
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Nippon India Small Cap Fund
The largest fund in the small cap category based on assets managed gave a negative XIRR of around 38.88% on SIP investments since the Nifty peak in September.
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HSBC Small Cap Fund and Union Small Cap Fund
These two small cap funds lost around 38.69% and 38.13% respectively on the SIP investments since the Nifty peak in September.
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With 37% loss
LIC MF Small Cap Fund, Baroda BNP Paribas Small Cap Fund, and Canara Robeco Small Cap Fund delivered a negative XIRR of 37.81%, 37.34%, 37.16% respectively on SIP investments.
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Bank of India Small Cap Fund
Bank of India Small Cap Fund gave a negative XIRR of around 36.35% on SIP investments since the market peak in September.
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Quant Small Cap Fund
Quant Small Cap Fund offered a negative XIRR of 36.09% on the SIP investments made after Nifty peak.
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Lose 35% on SIP investments
SBI Small Cap Fund, Kotak Small Cap Fund, and JM Small Cap Fund have offered a negative XIRR of 35.56%, 35.54%, and 35.05% on the SIP investments made post Nifty peak in September.
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