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The actively managed large-cap funds are no longer able to keep up with the Sensex or the Nifty even in a minimally sustained manner. There are several reasons for this shift. For one, the increased efficiency and transparency of the market have made it more challenging for fund managers to find undiscovered value and generate alpha.
The actively managed large-cap funds are no longer able to keep up with the Sensex or the Nifty even in a minimally sustained manner. There are several reasons for this shift. For one, the increased efficiency and transparency of the market have made it more challenging for fund managers to find undiscovered value and generate alpha.
Investors are back to arbitrage funds, pouring in as much as Rs 10,074 crore in July, with cumulative flows rising to Rs 23,800 crore this financial year. The inflows reflect high returns and better taxation treatment these funds offer compared to debt plans.
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
Even as small-cap mutual fund schemes see record inflows with investors betting big on the segment, some fund managers appear wary of deploying more money into small-cap stocks. Is the party over for them? - Issue Date: Aug 20, 2023