During the same period, the benchmark indices – BSE Sensex and Nifty50 – went down by 4.51% and 4.65% respectively.
Samco Flexi Cap Fund lost the most at around 24.59% in the current calendar year so far. Motilal Oswal ELSS Tax Saver Fund gave a negative return of around 23.89% in the same period.
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HDFC Defence Fund, the only active fund based on the defence sector, delivered a negative return of around 22.12% in the current calendar year. Edelweiss‘ Recently Listed IPO Fund gave a negative return of 20.79% in said period.
Two small cap funds – Motilal Oswal Small Cap Fund and DSP Small Cap Fund – gave a negative return of around 19.26% each in the similar time period. Kotak Emerging Equity Fund, the second largest mid cap fund based on assets managed, delivered a negative return of 17.19% in 2025 so far.
HDFC Small Cap Fund delivered a negative return of 16.45% in 2025 so far, followed by Nippon India Power & Infra Fund which lost 16.35% in the same period.
Two funds from Motilal Oswal Mutual Fund – Motilal Oswal Flexi Cap Fund and Motilal Oswal Digital India Fund – offered a negative return of 16.03% and 15.99% respectively in the mentioned time horizon.
Quant Small Cap Fund gave a negative return of 15.60% in the current calendar year. SBI Energy Opportunities Fund lost 14.28% in 2025 so far.
The largest mid cap fund based on assets managed, HDFC Mid-Cap Opportunities Fund, gave a negative return of 12.85% in the same period.Quant ELSS Tax Saver Fund and Quant PSU Fund delivered a negative return of 11.04% and 11.02% respectively in same period.
The largest and oldest contra fund, SBI Contra Fund, lost 7.65% in the current calendar year.ICICI Pru US Bluechip Equity Fund and Edelweiss ASEAN Equity Off-Shore Fund lost the lowest of around 0.06% each.
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Positive performers
Mirae Asset Hang Seng TECH ETF FoF gave the highest return of 39.28% in the current calendar year. HSBC Brazil Fund gave 13.05% return .
Mirae Asset S&P 500 Top 50 ETF FoF and SBI International Access-US Equity FoF gave the lowest return of 0.18% and 0.06% respectively in 2025 so far.
We considered all equity schemes. We considered regular and growth options only. We calculated the performance from January 1, 2025 to February 27, 2025.
Note, the above exercise is not a recommendation. The exercise was done to evaluate the performance of equity schemes in the current calendar year so far. One should not make investment or redemption decisions based on the above exercise.
One should always consider risk appetite, investment horizon, and goals before choosing a scheme for investment.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
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