Indexing’s evolution in Indian markets: AUM crosses over Rs 6 lakh cr in 2022However, in recent times, investors’ appetites have been shifting to index-based strategies with the increasing availability of independent...
01 Jan, 2023, 02.47 PM IST
ETMarkets Fund Manager Talk: 20 years' study shows most active managers underperform benchmark most of the time: Benedek Voros"In volatile periods in particular, low volatility strategies have proved successful in providing portfolio defence and limiting downside r...
01 Dec, 2022, 01.38 PM IST
White elephants! Over 89% large-cap MFs are underperformers: S&P Dow Jones IndicesThe beginning of the year was particularly tough for Indian equity large-cap managers, with 87.5% funds in the category underperforming in ...
12 Oct, 2022, 07.30 PM IST
Half of equity mutual fund managers fail to beat benchmark for another yearThe markets rallied for most part of 2021 in this one-year period with the S&P BSE 100 rallying 26 per cent.
13 Apr, 2022, 02.22 PM IST
81% of largecap mutual funds failed to beat benchmarks in 2020Amid the dismal performance, equity funds also saw massive outflows, as per Amfi data. From July 2020 to February 2021, equity funds saw ou...
08 Apr, 2021, 05.02 PM IST
‘60% of ELSS funds failed to beat their benchmark’Around 60% of Equity Linked Saving Schemes or tax saving mutual funds failed to beat their benchmark in the one-year period ending June, ac...
22 Oct, 2020, 01.22 PM IST
Most mutual funds underperformed benchmarks during 2014-19 period: ReportEven before the COVID-19 worries-led market rout dented the value of mutual fund investments, there are chances that the fund was anyways u...
08 Apr, 2020, 09.24 AM IST
75% midcap, smallcap funds outperformed their benchmarks in 2018Just 8 per cent largecap funds outpaced their benchmarks during the same period.
02 Apr, 2019, 02.49 PM IST
Most equity mutual funds underperform last yearIn terms of returns to investors, most of the equity focused mutual funds have underperformed their respective benchmark S&P BSE indices.
27 Mar, 2018, 10.45 AM IST
Most equity-based MFs underperform in last 1 year: S&P Dow JonesMost of the equity focused mutual funds in the country have underperformed their respective benchmark S&P BSE indices.
27 Mar, 2017, 02.06 PM IST
Largecap equity funds losing sheen, midcap & smallcap funds outperformAt 68 per cent, largecap equity funds had the lowest rate of survivorship, whereas ELSS funds recorded the highest survivorship rate of 97 ...
27 Sep, 2016, 03.35 PM IST
Equity, mid, small-cap outperform benchmark indices over 5 yearsSPIVA which tracks performance of actively managed mutual funds against their benchmarks said that majority of large-cap equity funds lagge...
20 Apr, 2016, 04.29 PM IST
Large-cap equity, debt funds underperform in last 5 yearsMajority of Indian large-cap equity and debt funds have underperformed their respective benchmark indices over a five-year period ended Jun...
12 Oct, 2015, 06.23 PM IST
Why diversified equity schemes continue to be the best way for investors to participate in stocksA large-sized outperformer like HDFC Equity has been given the same weightage as a tiny underperformer like Sahara Super 20 Fund.
25 May, 2015, 08.21 AM IST
Majority of equity, debt mutual funds underperformed their benchmarksAs per the scorecard prepared by S&P Dow Jones Indices, 24 per cent of funds in the large-cap index underperformed the S&P BSE 100 over the...
27 Apr, 2015, 03.16 PM IST
Small, midcap funds top benchmarksMore small and mid-cap funds have managed to outperform their benchmarks than large-cap schemes in the last five years, according to SPIVA.
26 Sep, 2014, 06.20 AM IST
- Majority of actively managed equity funds underperform benchmark indices
S&P Indices Versus Active Funds (SPIVA) scorecard highlights that the majority of actively managed Indian equity mutual funds have underper...
06 Sep, 2012, 04.35 PM IST