Indian Mutual Funds Report Mixed Annual Returns
Indian Mutual Funds Report Mixed Annual Returns
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Key Points
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LIC MF Ultra Short to Short Term Fund Regular Plan is benchmarked against the CRISIL Low Duration Debt B-I Index.
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Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Direct Plan was incepted on April 26, 2024, is managed by Nitin Sharma and Rakesh Prajapati, and had a NAV of ₹10.90 as of Sept. 21, 2026.
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DSP Nifty Private Bank Index Fund Direct Plan, launched on March 6, 2025, is managed by Anil Ghelani, Diipesh Shah and Neha Rathi and had a NAV of ₹11.28 as of Sept. 21, 2026.
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ICICI Prudential Nifty200 Quality 30 Index Fund Direct Plan was launched on June 9, 2025, is managed by Nishit Patel, Ashwini Shinde and Venus Ahuja, and had a NAV of ₹9.56 as of Sept. 21, 2026.
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Univest’s premium advisory offering includes dedicated one-to-one expert calls, deeper portfolio reviews, personalized reports and priority support in addition to the features of its basic plan.
Indian mutual funds delivered mixed results over the past year, with equity index funds posting losses while debt funds offered steadier returns. Univest tracked five funds spanning short-term bonds and stock-tracking strategies as of September 21, 2026, revealing sharp divergence in performance across asset classes.
Equity Index Funds Face Sharp Declines
Three newer equity index funds posted disappointing one-year returns. DSP Nifty Private Bank fell just 0.56%, while ICICI Prudential Nifty200 Quality 30 dropped 6.17%, according to Univest. DSP Nifty Smallcap250 Quality 50 was the weakest performer, down 8.26% over the same period.
Tata Infrastructure Fund Barely Breaks Even
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund, launched April 26, 2024, returned just 0.30% in its first year of performance through September 21, 2026, Univest reported. The fund tracks a 50-30-20 weighting across large, mid, and small-cap infrastructure stocks. Its NAV stood at ₹10.90 as fund managers Nitin Sharma and Rakesh Prajapati struggled to generate meaningful gains.
Debt Funds Offer Stability Over Growth
LIC MF Ultra Short to Short Term Fund Regular-IDCW Daily provides a safer alternative for conservative investors seeking steady income. The 2009-launched fund holds quality short-term debt securities with an average maturity of 0.71 years and duration of 0.67 years, Univest noted. It tracks the CRISIL Low Duration Debt B-I Index and faces manageable interest-rate and credit risks.
Personalized Advisory Services Gain Traction
Amid weak market conditions, Univest promoted tailored advisory services that match investor goals with the right funds. Premium offerings include dedicated expert calls, deeper portfolio reviews, personalized reports, and priority support beyond basic plans. The service helps investors navigate fund selection and rebalancing their holdings as market conditions shift.
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