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The year 2019 was a mixed bag for mutual fund investors. While some mutual funds performed exceptionally well in the year, some others failed miserably. For an instance, the SIP returns generated by equity mutual funds varied between 27% and -22%.
That is why we at ETMutualFunds.com tried to find out the schemes that did exceptionally well and grew investors’ wealth by over 20% in 2019. We also took out a list of schemes that eroded investors’ wealth by giving negative SIP returns in 2019.
We considered large cap, large & mid cap, mid cap, small cap, multi cap, ELSS or tax-saving and value-oriented schemes that were managing assets of over Rs 100 crore.
This gave us a list of 11 schemes that delivered over 20% returns via SIP and 18 equity schemes which gave negative returns to their SIP investors.
See table below for the list of wealth-creator and wealth-destroyer mutual funds of 2019
Scheme
|
Category
|
1 Year SIP Returns (%)
|
Rs 10,000 monthly SIP (Rs 1.20 lakh invested so far) during the year becomes |
| Wealth creator mutual funds |
|
|
|
| IIFL Focused Equity Fund |
Focused |
26.91 |
1,36,167 |
| Motilal Oswal Focused 25 Fund |
Focused |
24.90 |
1,35,003 |
| DSP Focus Fund |
Focused |
24.11 |
1,34,540 |
| Axis Small Cap Fund |
Small cap |
22.37 |
1,33,521 |
| Axis Bluechip Fund |
Large cap |
21.70 |
1,33,132 |
| LIC MF Large Cap Fund |
Large cap |
21.68 |
1,33,120 |
| Axis Focused 25 Fund |
Focused |
21.52 |
1,33,022 |
| DSP Top 100 Equity Fund |
Large cap |
21.02 |
1,32,727 |
| Axis Multicap Fund |
Multi cap |
20.59 |
1,32,475 |
| Axis Long Term Equity Fund |
ELSS |
20.23 |
1,32,262 |
| BOI AXA Tax Advantage Fund |
ELSS |
20.17 |
1,32,232 |
| |
|
|
|
| Wealth destroyer mutual funds |
|
|
|
| HSBC Small Cap Equity Fund |
Small cap |
-13.95 |
1,11,077 |
| HDFC Small Cap Fund – Regular Plan |
Small cap |
-12.78 |
1,11,841 |
| Aditya Birla Sun Life Small Cap Fund |
Small cap |
-12.45 |
1,12,059 |
| Aditya Birla Sun Life Pure Value Fund |
Value-oriented |
-10.46 |
1,13,353 |
| Sundaram Small Cap Fund – Regular Plan |
Small cap |
-7.79 |
1,15,070 |
| Franklin India Smaller Companies Fund |
Small cap |
-7.14 |
1,15,490 |
| L&T Emerging Businesses Fund |
Small cap |
-6.91 |
1,15,637 |
| IDFC Sterling Value Fund – Regular Plan |
Value-oriented |
-5.62 |
1,16,458 |
| IDBI Small Cap Fund – Regular Plan |
Small cap |
-4.32 |
1,17,285 |
| ICICI Prudential Focused Equity Fund |
Focused |
-2.68 |
1,18,319 |
| SBI Contra Fund |
Value-oriented |
-2.51 |
1,18,427 |
| Aditya Birla Sun Life Mid Cap Fund |
Mid cap |
-2.19 |
1,18,625 |
| DSP Small Cap Fund – Regular Plan |
Small cap |
-1.52 |
1,19,047 |
| Quantum Long Term Equity Value Fund – Regular Plan |
Value-oriented |
-1.13 |
1,19,292 |
| Nippon India Small Cap Fund |
Small cap |
-1.12 |
1,19,297 |
| IDBI Midcap Fund – Regular Plan |
Mid cap |
-1.09 |
1,19,321 |
| Templeton India Value Fund |
Value-oriented |
-0.86 |
1,19,465 |
| SBI Magnum Midcap Fund |
Mid cap |
-0.19 |
1,19,882 |
Investors should note that this is an informative article. Do not base your investment or redemption decision on the basis of one year performance of SIP in mutual funds. One year is too short to judge the performance of a scheme and SIPs are meant to be for long term to reap the benefit of rupee-cost averaging while investing in a disciplined manner.
Also, it is important to note that a mutual fund topper in a year need not remain a topper always. For more, read: Will your top mutual fund schemes remain toppers forever
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