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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 fund's 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 fund's performance. Diversification across different fund categories helps mitigate risk, and fund managers reduce risk further by not allocating too much...
Eighty percent of active mutual fund AUM is in 178 stocks and about 60 percent in just 79 stocks, as per Accord Fintech