MF Tracker: HSBC Midcap Fund turned Rs 10,000 SIP to Rs 2.33 crore in 20 years. Can fund sustain its strong performance?HSBC Midcap Fund delivered exceptional returns, transforming a Rs 10,000 monthly investment into Rs 2.33 crore over two decades. The fund a...
19 May, 2026, 11.42 AM IST
Investing lessons from Warren Buffett – It is never too late to change: Buffett also changed how he investedIn this ET Prime Special Series, we bring you insights every week from the legendary investor Warren Buffett and also tell you how Berkshir...
10 Apr, 2026, 09.31 AM IST
55 equity mutual funds have a portfolio turnover ratio of over 100%. How should you interpret this?Over 50 equity mutual funds have had a portfolio turnover ratio exceeding 100% for three consecutive months, indicating active management. ...
27 Sep, 2024, 04.38 PM IST
32 equity mutual funds had less than 10% portfolio turnover ratio. Should investors be concerned?In July, 32 equity mutual funds recorded portfolio turnover ratios of less than 10%, spanning various categories like sectoral/thematic, fl...
22 Aug, 2024, 10.17 AM IST
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
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
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
Churn and earn: Challenging conventional wisdom on portfolio turnoverHigh portfolio churn is conventionally perceived to have a negative impact on investment returns, due to the shorter holding periods for go...
14 May, 2023, 04.01 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
Looking for ELSS funds to save taxes ? Here are four schemesLooking for tax saving mutual funds or ELSS to save income tax? Taxpayers can invest in certain investments like ELSS funds and claim tax d...
22 Feb, 2023, 11.42 AM IST
Samco Mutual Fund launches Samco Flexi Cap FundSamco Mutual Fund has announced the launch Samco Flexi Cap Fund. This is the first mutual fund offering from the fund house.
06 Jan, 2022, 03.36 PM 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
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
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
- How holding a stock for 19 months can impact your returns
The portfolio turnover is a measure of how frequently assets within a fund are bought and sold by the managers.
17 Oct, 2011, 08.15 AM 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