67% investors unable to beat benchmark index returns, shows data

Underperformance at retail level at around 4-5% annually, says Samco Securities

More than two-third investors in the stock market are unable to match the returns of benchmark index while 65 per cent of the market participants were unaware of their exact stock market returns, showed a survey done by Nielsen, commissioned by Samco Securities.

The report finds that 63 per cent of the investors don’t even target or have any plans to beat the indices, a comparison which is otherwise prevalent when choosing an active fund.

“Our estimate is that retail investors are underperforming by 4-5 per cent annually to the benchmark indices,” said Jimeet Modi, group chief executive officer (CEO),