Page 2 - Active Fund News Today

We considered equity categories such as large cap, mid cap, multi cap, large & mid cap, focused fund, small cap, value & contra fund. We did not consider flexi cap schemes as these schemes were introduced three years ago, after Sebi recategorised mutual funds. We considered regular and growth option schemes.

There are three multi cap mutual fund schemes which could beat the benchmark returns in the past half a decade

Plus, Social Security’s 2024 COLA increase and a rare win for actively managed funds.

The benchmark is an important component when managing a portfolio as it helps fund managers determine the variation they can go for to generate higher returns. The exposure to different sectors in a funds portfolio is often similar to the benchmark, with financial services having the highest weightage. Fund managers select companies based on their investment philosophies and allocate different weights to these holdings, which influences the funds performance. Diversification across different fun...

Eighty percent of active mutual fund AUM is in 178 stocks and about 60 percent in just 79 stocks, as per Accord Fintech

We considered equity categories such as large cap, mid cap, small cap, ELSS, large & mid cap, focused, flexi cap, multi cap, value/contra fund categories. We considered regular and growth options. We considered CAGR on lumpsum investment.

One must analyse the overlapping factor which is an unavoidable constant in the dynamic world of large- cap funds.

Most new investors want to know how much returns will their SIP or systematic investment plan offer over a long period of time.

We looked at equity categories such as large cap, mid cap, small cap, large & mid cap, focused fund, flexi cap, ELSS, value fund, contra fund, and multi cap fund. We calculated XIRR returns for the period starting from September 5, 2013 to September 5, 2023. Regular and growth option schemes were considered for the analysis.

The investment objective of the scheme is to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of large cap, mid cap and small cap stocks.