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Over 85% active large-cap schemes underperform in 2022, shows data

During the three-year period (CY 2020, '21, '22), the percentage of schemes underperforming the index was even higher at 97 per cent

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3 min read Last Updated : Apr 11 2023 | 10:41 PM IST

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Over 87 per cent of active large-cap schemes failed to outperform the benchmark S&P BSE 100 (total return) in the 2022 calendar year (CY), significantly higher than the 2021 figure of 50 per cent, shows a report by S&P Dow Jones Indices.

During the three-year period (CY 2020, ’21, ’22), the percentage of schemes underperforming the index was even higher at 97 per cent.

While active large-cap schemes generally find it tough to outperform due to a rising efficiency in the market, 2022 proved to be even more challenging as mid-cap and small-cap stocks (where they have some allocation) performed

Topics : large-cap funds Mutual Funds Markets

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