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Here is the summary of 10 Mutual Funds from the large-cap sector based on their AUMs.
Size (XXXL and expanding...)
Total AUM: 1,35,217Crs (AUM: Asset Under Management, size of the funds)
Top 25 stocks: Ranging from 70-90% holding
1/n
Size (XXXL and expanding...)
Total AUM: 1,35,217Crs (AUM: Asset Under Management, size of the funds)
Top 25 stocks: Ranging from 70-90% holding
1/n
Returns (better not to talk)
against S&P BSE 100
1 yr: 8 underperformed, 2 could barely outperform. 1 had a negative return.
3 yr: Again only 2 could outperform. Rest were handsomely beaten down by the Index.
5 yr: Again only 2 could outperform.
7 yr: 7 could outperform
2/n
against S&P BSE 100
1 yr: 8 underperformed, 2 could barely outperform. 1 had a negative return.
3 yr: Again only 2 could outperform. Rest were handsomely beaten down by the Index.
5 yr: Again only 2 could outperform.
7 yr: 7 could outperform
2/n
Here is the real fun:
I was trying to understand the reasons, what has happened during the last 5 years that caused this underperformance? Mind it we are looking for relative performance against index so things like economy did not perform will not cut the ice
3/n
I was trying to understand the reasons, what has happened during the last 5 years that caused this underperformance? Mind it we are looking for relative performance against index so things like economy did not perform will not cut the ice
3/n
