Page 2 - Large-cap Funds

Large-cap MFs, Index Funds to attract flows as markets pick pace: Analysts

Gross inflows into active equity mutual fund (MF) schemes dipped 34 per cent month-on-month (MoM) to Rs 25,400 crore in April

InCred Alternative launches its first long-short fund of Rs 1,000cr

InCred Alternative Investments on Friday launched its first equity long-short open-ended fund with a targeted asset under management of Rs 1,000 crore. The liquid alternative investment fund aims to follow a multi-strategy quant approach to help generate superior risk-adjusted returns and risk metrics compared to debt-plus funds and indices over the medium to long term, the company said in a statement. The fund seeks to generate alpha returns independent of market volatility and intends to deploy a spectrum of long-short strategies across futures, options and special situations for appropriate diversification, Bhupinder Singh, founder and Group Chief Executive Officer of InCred, said. Rishi Kohli, Managing Partner & Chief Investment Officer - Hedge Fund Strategies, InCred Alternative Investments, said this is their first long-short fund based on a quantitative model-driven approach with a blend of futures long-short, relative value and index strategies across various time ...

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

Majority large-Cap equity MFs fall behind benchmark in 2022: S&P Dow Jones

Majority of Indian Large-Cap equity mutual funds failed to beat the benchmark, with 88 per cent of actively managed funds underperforming the S&P BSE 100 in 2022, according to new study by S&P Dow Jones Indices released on Tuesday. In the same period, the benchmark for Indian Equity Mid-/Small-Cap funds -- the S&P BSE 400 MidSmallCap index -- rose 2 per cent in 2022, and 55 per cent of active managers underperformed the index over that period. Further, S&P BSE 200 grew by 6 per cent in 2022, and 77 per cent of Indian ELSS (equity linked saving schemes) funds underperformed the index. According to S&P Indices Versus Active (SPIVA) Funds India Scorecard for 2022, Indian Composite Bond funds fared the best, with 45 per cent underperforming the S&P BSE India Bond index. "Indian markets fared far better than most global markets in 2022, although main equity and fixed income benchmark indices dropped in H1, they staged a remarkable recovery in the second half of the .

Large-Cap Equity: What makes ICICI Pru MF's Anish Tawakley an outlier

ICICI Prudential Bluechip Fund has generated higher returns than its benchmark over the one- and three-year periods by minimising risk and focusing on steady performance

Flexi- or multi-cap fund? Go by risk appetite, not by past returns

Multi-cap funds, with their higher exposure to mid- and small-caps, can outperform but with higher volatility

If investment review shows decline in international allocation, restore it

Lock into attractive yields being offered by target maturity funds of three-five-year maturity

Don't let exposure to mid and small-cap funds exceed 30%: Experts

They will outperform if GDP, earnings growth sustain, but global risks pose threat

Are well-managed large caps a better bet for retail investors?

Global central banks are hiking interest rates to bring down inflation. Should you buy on dips or sell on a rally? Find out what UR Bhat of Alphaniti Fintech says to Business Standard's Puneet Wadhwa

After mkt correction, assets of large-cap, flexi-cap funds dip in Apr: Amfi

Indian equity markets have been very volatile largely due to the sustained selling from the foreign portfolio investors

With more volatility likely, investors should stick to large-caps, BAFs

Market participants believe that concerns still linger in the markets and investors should continue to have higher weighting towards large-cap funds

I'm a patient investor, says ICICI Prudential AMC's Anish Tawakley

Steering clear of mediocre companies, even when available at a discount, has yielded rich dividends for Anish Tawakley

Mutual funds' large-cap inclusion candidates 'under-owned', shows analysis

The top 250 stocks in the list becomes the large-cap universe for the domestic MF industry.

Dilemma for investors as large-caps pip smaller stocks in August

Move money out of smallcaps to large caps, even as concerns over lofty valuations and likely correction weigh

Robust returns, distinct features driving popularity of thematic funds

During the past one year, thematic funds have given returns of 52.27% while large-cap funds have given average returns of 45.88%

Active large-cap funds outperform benchmarks as rally gets broad-based

Average one-year return at 48% versus Sensex's 45% gain

From Nippon India to Mirae Asset, focus funds shine in market rebound

Most focused funds have exposure of around 50-60% in large-cap stocks, with the remaining between mid- and small-cap stocks

Despite market rally, large-cap funds are struggling to generate alpha

26 of 35 such schemes failed to beat Sensex over past year

Select large caps likely to give good returns in 2021, say analysts

With valuations at a premium, brokerages highlight the need for caution

60% of large-cap schemes underperform as rejig in weighting hits showing

Polarisation and the increase in index weight of a few a stocks have weighed on performance