11 equity mutual funds have a portfolio turnover ratio of more than 200%, should investors be concerned?These 11 equity mutual funds were from large cap, mid cap, large & mid cap, ELSS, flexi, value, multi cap, and focused fund categories.
18 Mar, 2024, 11.46 AM IST
Sebi stress test: Top mutual funds reveal how long can it take to liquidate portfoliosThe largest scheme in the smallcap category, Nippon India Small Cap will take 27 days to liquidate 50% portfolio, while Quantum Smallcap Fu...
15 Mar, 2024, 07.43 PM IST
We may increase cash in smallcap, midcap funds: DSP Mutual FundDSP Mutual Fund, which released its stress report on Friday, highlighted that DSP Small Cap will be able to liquidate 25% of the portfolio ...
15 Mar, 2024, 05.10 PM IST
Not just stress test, mutual funds also release 9 other data points. Here is the full listMutual funds disclose stress test reports to show days to liquidate mid and small cap schemes. Sebi policy safeguards small investors, focu...
15 Mar, 2024, 02.40 PM IST
12 equity schemes have a portfolio turnover of over 200%We considered equity categories such as large cap, mid cap, large & mid cap, small cap, ELSS, flexi cap, focused fund, multi cap, value and...
29 Nov, 2023, 11.22 AM IST
Mutual fund recommendations: 14.6% category average returns in a year; pick highly diversified equity fundsEquity diversified funds are best placed to manage such volatility as diversification helps reduce market risks. The data analysed, using A...
13 Nov, 2023, 06.30 AM IST
List of equity mutual funds that beat their market benchmarks regularlyA fund that generates positive excess returns across multiple time frames generally has a robust asset mix that provides resistance during ...
12 Sep, 2023, 01.04 PM IST
Volatility should be treated as an opportunity, says Sandeep Tandon of Quant Mutual Fund"Our VLRT Framework and Predictive Analytics indicators play a huge role in the risk mitigation process and generate superior risk-adjusted...
01 Aug, 2023, 10.39 AM IST
Why are multi-caps rallying? Arnav Pandya explainsSo, in a way, the very basis of the type of fund that this is, it gives you an exposure across the entire market, that is one of the main r...
30 Jun, 2023, 04.11 PM IST
A portfolio turnover ratio of 2,300: should mutual fund investors be concerned?ETMutualFunds looked at the portfolio turnover ratio of all equity mutual fund schemes. We noticed that the arbitrage fund category has a v...
28 Feb, 2023, 09.37 AM IST
What does a mutual fund's Portfolio Turnover Ratio indicate?High portfolio turnover indicates high transaction or trading costs, and therefore impacts the return for the investor.
02 Apr, 2018, 06.30 AM IST
HDFC Long Term Advantage Fund: Recently inconsistentWith a 10-year return of 10.42%, the fund has outperformed both the benchmark (5.08%) and the category average (8.11%) by a good margin.
08 Jan, 2018, 01.58 PM IST
Learn with ETMarkets: Why turnover ratio is importantThis ratio indicates how much a fund is trading. Understanding turnover ratio helps in gaining insights into a fund's performance.
22 Sep, 2016, 12.15 PM IST
Mutual funds to make additional disclosures from todayMFs to have a dashboard on their website providing performance and key disclosures for each scheme in a comparable, downloadable, and machi...
01 Jul, 2016, 12.14 PM IST
How to know if your fund is buying, selling stocks too muchEquity funds that follow a buy-and-hold strategy have fared better than funds which churn their portfolio quite often.
15 Jun, 2015, 08.35 AM IST
- Check out funds that have fared well in different time spans
To select the most reliable equity funds, ET Wealth analysed 349 and came up with 14 that have fared well in different time spans.
27 Sep, 2011, 03.08 PM IST
- Fund managers go in for the big churn
Invest for the long term, don’t worry about short-term fluctuations,” is fund managers’ favourite advice to mutual fund (MF) investors who ...
23 May, 2007, 02.20 AM IST