Signal Desk · Markets

Study says 73% of equity mutual funds lost on lump-sum returns

2026-10-01 · 1 source · Economic Times Mutual Funds

In short

A recent study said 73% of equity mutual funds did not make money for lump-sum investors over two years. Out of 273 funds, only 73 were profitable.

This matters for investors because many funds may have lost value. The report does not say why the funds underperformed or which ones will improve.

What the reporting says

A recent study found that 73% of equity mutual funds failed to generate positive lump-sum returns over a two-year period, according to a publisher-supplied summary. The analysis covered 273 funds, and only 73 showed profitable performance, with flexi cap funds among the weaker categories. The immediate implication is that many investors may have faced losses, but the source does not state which funds or time periods drove the results.

Why it matters

The study cited in the summary suggests broad weakness across equity mutual funds for lump-sum investors over a two-year window. It highlights 273 funds analyzed and only 73 profitable, with flexi cap funds called out among the laggards. This is relevant to retail investors and fund distributors, but the reporting does not identify the exact study, methodology, or market period.

Touches: Samco, NJ, Markets, Mutual Funds

Sources