9 Prime Mutual Funds That Fell 18% – 20% From Their 52-Week Highs

Fairness markets usually transfer in cycles. Whereas some mutual funds hit contemporary 52-week highs throughout bull runs, others endure wholesome corrections resulting from sector rotation, world cues, revenue reserving, or momentary underperformance. Such dips typically create enticing alternatives for traders who’re in search of funds obtainable at an inexpensive entry level. On this article, we recognized 9 mutual funds which have fallen between 18% and 20% from their respective 52-week excessive NAVs. We are going to evaluate their aims, efficiency, dangers, suitability, and whether or not traders can think about them now.

Earlier we now have analysed 10 Mutual Funds that Delivered 35% to 95% Returns in 1 Yr and readers just like the article. 

How We Filtered These Mutual Funds?

To take care of transparency and consistency, we adopted a transparent filtering course of:

• We thought-about all fairness mutual funds from direct plans throughout classes (Index Funds, Flexi-cap, International FoFs, Sectoral Funds, and many others.).
• For every scheme, we in contrast the present NAV vs. the 52-week excessive NAV.
• We shortlisted solely the funds that had a fall between 18% and 20% from their peak NAV.
• Primarily based on this filtering, we recognized 9 mutual funds that presently commerce at enticing corrected ranges.

Checklist of 9 Mutual Funds That Fell 18% – 20% From Their 52-Week Excessive NAV

Deep Dive Into Every Mutual Fund

Beneath is an easy-to-understand evaluation of every scheme together with aims, returns, suitability, and dangers.

#1 – Mirae Asset Dangle Seng TECH ETF FoF

Fall From 52-Week Excessive: The fund fell 20.4% from its 52-week excessive NAV of ₹17.70 to the present NAV of ₹14.10.
Fund Goal: Invests within the Dangle Seng TECH Index containing high Chinese language expertise corporations.

CAGR Efficiency:

• 6 Months: 16.04%
• 1 Yr: 43.62%
• 3 Years: 29.57%

Notice: Launched < 5 years, therefore long-term efficiency not obtainable.

Who Can Make investments?

• Buyers who imagine in China tech restoration.
• These looking for world diversification.

Key Dangers:

• Excessive volatility resulting from Chinese language regulatory setting.
• Foreign money danger (INR vs. HKD).

Although this fund has fallen by 20.4% from 52 week excessive, it’s amongst 10 Mutual Funds that Outperformed with 40% to 110% Returns Since Final Diwali.

#2 – Samco Flexi Cap Fund

Fall From 52-Week Excessive: The fund fell 19.5% from its 52-week excessive NAV of ₹13.23 to the present NAV of ₹10.65.
Fund Goal: Goals to speculate throughout market caps utilizing a proprietary stress-tested valuation mannequin.

CAGR Efficiency:

• 6 Months: 0.57%
• 1 Yr: -11.32%
• 3 Years: 3.13%

Notice: Fund is < 5 years outdated.

Who Can Make investments?

• Buyers in search of a high-conviction flexi-cap technique.

Key Dangers:

• Larger volatility resulting from concentrated picks.
• Underperformance briefly time period.

#3 – Bandhan Nifty IT Index Fund

Fall From 52-Week Excessive: The fund fell 19.5% from its 52-week excessive NAV of ₹15.22 to the present NAV of ₹12.26.
Fund Goal: Tracks Nifty IT Index comprising India’s high IT corporations.

CAGR Efficiency:

• 6 Months: -2.65%
• 1 Yr: -12.64%
• 3 Years: Not Relevant

Who Can Make investments?

• Lengthy-term believers within the IT sector.
• Excellent for sector rotation methods.

Key Dangers:

• Sector focus danger.
• Influence from world tech spending developments.

#4 – Axis Nifty IT Index Fund

Fall From 52-Week Excessive: The fund fell 19.4% from its 52-week excessive NAV of ₹15.68 to the present NAV of ₹12.64.
Fund Goal: Mirrors the efficiency of the Nifty IT Index.

CAGR Efficiency:

• 6 Months: -2.56%
• 1 Yr: -12.59%
• 3 Years: Not Relevant

Who Can Make investments?

• Buyers in search of pure-play IT publicity.

Key Dangers:

• Excessive volatility resulting from US recession fears.
• Foreign money fluctuation impacts.

Earlier we listed this fund amongst 10 Worst Performing Mutual Funds within the Final 1 Yr in 2025 (-16% to -12% Returns).

#5 – Nippon India Nifty IT Index Fund

Fall From 52-Week Excessive: The fund fell 19.4% from its 52-week excessive NAV of ₹12.22 to the present NAV of ₹9.85.
Fund Goal: Offers returns in keeping with the Nifty IT Index.

CAGR Efficiency:

• 6 Months: -2.62%
• 1 Yr: -12.54%
• 3 Years: Not Relevant

Who Can Make investments?

• Buyers betting on a revival within the Indian IT sector.

Key Dangers:

• International macroeconomic challenges.
• Greenback income dependency.

#6 – ICICI Prudential Nifty IT Index Fund

Fall From 52-Week Excessive: The fund fell 19.3% from its 52-week excessive NAV of ₹15.82 to the present NAV of ₹12.76.
Fund Goal: Goals to copy the Nifty IT Index.

CAGR Efficiency:

• 6 Months: -2.63%
• 1 Yr: -12.52%
• 3 Years: 8.45%

Who Can Make investments?

• Appropriate for long-term IT sector allocation.
• Buyers preferring a barely longer monitor report.

Key Dangers:

• Sectoral cyclicality.
• US tech-spending slowdown.

#7 – Navi Nifty IT Index Fund

Fall From 52-Week Excessive: The fund fell 19.3% from its 52-week excessive NAV of ₹13.29 to the present NAV of ₹10.73.
Fund Goal: Offers low-cost publicity to Nifty IT Index.

CAGR Efficiency:

• 6 Months: -2.61%
• 1 Yr: -12.46%
• 3 Years: Not Relevant

Who Can Make investments?

• Buyers in search of cost-efficient index investing.

Key Dangers:

• Sector focus danger.
• Extremely depending on world financial cues.

#8 – Shriram Multi Sector Rotation Fund

Fall From 52-Week Excessive: The fund fell 18.3% from its 52-week excessive NAV of ₹10.07 to the present NAV of ₹8.23.
Fund Goal: Follows a sector rotation technique to seize alternatives throughout sectors.

CAGR Efficiency:

• 6 Months: 4.68%
• 1 Yr: Not Relevant
• 3 Years: Not Relevant

Who Can Make investments?

• Buyers in search of tactical allocation.
• Those that imagine in theme-based rotations.

Key Dangers:

• Excessive churn and strategy-driven volatility.
• No long-term monitor report.

We explored this fund as a part of 10 Mutual Funds That Crashed the Most within the Final 6 Months in 2025 earlier.

#9 – Invesco India – Invesco International Shopper Developments FoF

Fall From 52-Week Excessive: The fund fell 18.0% from its 52-week excessive NAV of ₹14.24 to the present NAV of ₹11.68.
Fund Goal: Invests in US-based shopper and e-commerce megatrends.

CAGR Efficiency:

• 6 Months: 16.46%
• 1 Yr: 25.02%
• 3 Years: 23.00%

Notice: Fund < 5 years outdated.

Who Can Make investments?

• Buyers in search of world shopper and expertise publicity.
• These wanting USD diversification.

Key Dangers:

• International market volatility.
• Foreign money danger.
• Sector focus.

Abstract of Mutual Fund Efficiency

• Most IT index funds have corrected 19%+ resulting from world slowdown in tech spending.
• International funds like Mirae Dangle Seng TECH and Invesco International Shopper Developments reveal robust 1-year efficiency, regardless of corrections.
• Flexi-cap and sector rotation funds are displaying blended efficiency and better volatility. Take a look at Prime Flexi-cap mutual Funds of 2025 right here.

Conclusion

A fall of 18%–20% from 52-week highs doesn’t essentially point out weak point—it might spotlight enticing valuations. Nevertheless, traders ought to consider whether or not the correction is because of momentary macro components or basic deterioration.

These 9 mutual funds are buying and selling at decrease ranges, and a few might provide good alternatives for long-term traders relying on danger urge for food and sector outlook. As at all times, think about your funding horizon, danger tolerance, and diversification wants earlier than investing.

Suresh KP is a seasoned monetary professional with over 23 years of expertise. He’s NISM Licensed Funding Adviser and Analysis Analyst. For extra about his experience and certifications, go to About Suresh KP

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