Indian equity mutual funds post first negative one-year rolling returns since 2018
Data from Elara Capital reveal that as of October 2025, most Indian equity mutual-fund schemes are showing negative one-year rolling returns, marking the first such broad outcome since 2018. Despite increased fund inflows into equities, many funds struggled to protect capital amid choppy markets. The under-performance raises questions about the effectiveness of traditional equity-fund strategies and whether investors should reassess risk allocation or lean into alternative assets. Fund houses indicate selective stock biases and higher cash buffers may become more common to navigate the uncertain landscape.
cautious
23h ago
Indian equity mutual funds post first negative one-year rolling returns since 2018
Data from Elara Capital reveal that as of October 2025, most Indian equity mutual-fund schemes are showing negative one-year rolling returns, marking the first such broad outcome since 2018. Despite increased fund inflows into equities, many funds struggled to protect capital amid choppy markets. The under-performance raises questions about the effectiveness of traditional equity-fund strategies and whether investors should reassess risk allocation or lean into alternative assets. Fund houses indicate selective stock biases and higher cash buffers may become more common to navigate the uncertain landscape.
cautious
Indian equity mutual funds post first negative one-year rolling returns since 2018
about 23 hours ago
1 min read
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Indian equity funds record negative one-year rolling returns for the first time since 2018, spurring investor caution.
Data from Elara Capital reveal that as of October 2025, most Indian equity mutual-fund schemes are showing negative one-year rolling returns, marking the first such broad outcome since 2018. Despite increased fund inflows into equities, many funds struggled to protect capital amid choppy markets. The under-performance raises questions about the effectiveness of traditional equity-fund strategies and whether investors should reassess risk allocation or lean into alternative assets. Fund houses indicate selective stock biases and higher cash buffers may become more common to navigate the uncertain landscape.
Data from Elara Capital reveal that as of October 2025, most Indian equity mutual-fund schemes are showing negative one-year rolling returns, marking the first such broad outcome since 2018. Despite increased fund inflows into equities, many funds struggled to protect capital amid choppy markets. The under-performance raises questions about the effectiveness of traditional equity-fund strategies and whether investors should reassess risk allocation or lean into alternative assets. Fund houses indicate selective stock biases and higher cash buffers may become more common to navigate the uncertain landscape.