Equity mutual fund investors lose up to 34% in past one Year
Investors, who put money in equity mf through systematic investment plans (SIPs) in the past one year, are sitting on losses because of the extended weakness in the stock market. Investors are losing money in 123 out of 147 actively managed equity schemes, as per data from Value Research. Small-cap funds have seen the highest fall followed followed by midcap funds and multicap funds.
In SIPs, investors put a fixed amount in schemes every month or quarter. It’s like the recurring deposits of banks. In the last two years, many first-time investors in Equity Mutual Funds through SIPs.
When they began SIPs, the allocations were linked to various goals such as vacations, retirement etc. The start, however, has been wobbly For example, an SIP of Rs 1,000 done in SUNDARAM SMALL CAP FUND for the last one year entailed a total investment of Rs 12,000 which is down to Rs 9,726 as on September 25, a loss of Rs 2,374. But their track record in a two year period is better. At least 22 out of 141 equity mutual funds have given negative SIP returns in the last two years
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