Markedskrakket er muligvis langt fra forbi, men lad os tage aktier i aktiefonde, der faldt mest og faldt mindst i et 32-dages vindue fra 20. februar 2020 til 23. marts 2020, og de erfaringer, vi kan tage væk.

Hvis du er bekymret (som du burde være) over det igangværende nedbrud t her er en ofte stillede spørgsmål: Skal vi forlade aktiefonde nu for at forhindre yderligere tab? Vi har tidligere rapporteret, at Sensex mistede 30 % dobbelt så hurtigt som nedbrud i 2008! Hvis du leder efter et selvtillidsforøgende forsøg, er du bekymret for markedskrakket? Brug følelser til at forstå omkostningerne ved at trække sig ud. Se også: Kan jeg investere overskydende kontanter i egenkapital eller rebalancere min portefølje nu eller vente?

Lad os overveje disse kategorier

1. Aggressive Hybrid Fund
2. Balanceret fordel
3. Fokuseret fond
4. Large &Mid Cap
5. Large Cap Fund
6. Mid Cap Fund
7. Multi-aktivallokering
8. Multi-Cap Fund
9. Småkapitalfond
10. Værdifond

1 Aggressive Hybrid Fund

Lad os starte med denne kategori. Vi lærte i går ikke at forvente for meget af disse fonde: Vil hybridfonde hjælpe under et markedskrak? Nifty vs 65% Nifty+35% obligationer. Tallene nedenfor er de absolutte afkast for 32-dagesperioden fra 20. februar 2020 til 23. marts 2020

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Bund 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 India 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(Justeret)- 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 Vælg 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

Bund 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

Bund 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

Bund 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 Midcap 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-aktiv allokering

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

Bund 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 Diversified Equity Fund(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

Bund 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 Smallcap Fund(G)-Direct Plan-36.86Principal Small Cap Fund(G)-Direct Plan-36.43Quant Small Cap Fund(G)-direct 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

Når markedet går sydpå i så hurtigt et tempo, er der ofte ikke den store forskel fra top-10 og bund-10 og også fra den ene kategori til den anden. Denne liste er givet som et eksempel på "worst case scenario". Vælg eller afvis ikke midler baseret på denne fortegnelse. I nogle kategorier som balanceret fordel er faldet sandsynligvis meget mere, end investorer, der søger "almindelig indkomst", har råd til at bære. Hold dig væk fra investeringsforeningssælgere.