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Stick to passive funds in your core portfolio, say analysts

Investors who wish to chase alpha may use active funds and factor-based funds in the satellite portfolio

Topics
passive funds | Markets | Mutual Funds

Sanjay Kumar Singh 



Private credit
Outperformance is more likely in the less tracked mid-cap and small-cap space

The latest SPIVA (S&P indices versus active funds) scorecard is out. It confirms a trend that has been taking shape for the past several years. Over the 10-year period ended December 2021, 67.6 per cent of large-cap funds have underperformed their benchmark (S&P BSE 100) while mid-cap and small-cap funds have fared slightly better: 56.1 per cent have underperformed their benchmark (S&P BSE 400 midsmallcap index).

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First Published: Tue, April 19 2022. 00:12 IST

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