SPIVA
How Indian investors’ portfolios are changing: From property and gold to SIPs and ETFs
Indian households are re-evaluating their asset allocations as gold holdings rise and equity investments remain stable. Recent data reveals a significant increase in household wealth, particularly in gold and real estate. Households are moving from traditional savings to market investments, notably through systematic investment plans. Meanwhile, financial behaviors are changing, with more monthly contributions being made to equities.
Passive vs active mutual funds: Which can generate higher return, where you should invest
The choice of active, passive, or both funds should be determined by individual preferences of investors.
3 out of 4 mid and smallcap mutual funds underperformed in 2023: Report
Around 30% of Indian ELSS funds have underperformed against their benchmark S&P BSE 200. The ELSS fund category is the only category where the majority of funds outperformed their relevant benchmarks last year.
Majority of large cap equity mutual funds underperformed benchmark in 2022
S&P BSE 200 grew by 6 per cent in 2022, and 77 per cent of Indian ELSSs or equity linked saving schemes underperformed the index.
Indexing’s evolution in Indian markets: AUM crosses over Rs 6 lakh cr in 2022
However, in recent times, investors’ appetites have been shifting to index-based strategies with the increasing availability of independent, transparent, and rules-based global, regional, and local indices, and market benchmarks in the country and more broadly, the Asia-Pacific region.
ETMarkets Fund Manager Talk: 20 years' study shows most active managers underperform benchmark most of the time: Benedek Voros
"In volatile periods in particular, low volatility strategies have proved successful in providing portfolio defence and limiting downside risk by avoiding highly volatile stocks and favouring those that have exhibited more stable performance. Low volatility indices have not only tended to protect investors from steep declines, but also allowed them to participate in the upside."
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White elephants! Over 89% large-cap MFs are underperformers: S&P Dow Jones Indices
The beginning of the year was particularly tough for Indian equity large-cap managers, with 87.5% funds in the category underperforming in H1 2022
Technology is your best bet to create wealth in stock market for the long term
John Bogle, the founder of Vanguard (which today has $7 trillion AUM), predicted in the 1970s that over the long term, humans would find it impossible to beat the index.
Half of equity mutual fund managers fail to beat benchmark for another year
The markets rallied for most part of 2021 in this one-year period with the S&P BSE 100 rallying 26 per cent.
86% of large cap mutual funds underperformed indices
The scenario was not different in mid-cap and small-cap schemes of MFs either, which witnessed 57.1 per cent of the schemes trailing the movement in the respective benchmarks.
Largecap mutual fund schemes struggle to beat their benchmark over long-term
Over a five-year period ending in June 2021, four out of five largecap schemes failed to even match their benchmark, BSE100, in terms of returns, the latest S&P Dow Jones Indices SPIVA report showed.
81% of largecap mutual funds failed to beat benchmarks in 2020
Amid the dismal performance, equity funds also saw massive outflows, as per Amfi data. From July 2020 to February 2021, equity funds saw outflows as investors preferred to book profits.
‘60% of ELSS funds failed to beat their benchmark’
Around 60% of Equity Linked Saving Schemes or tax saving mutual funds failed to beat their benchmark in the one-year period ending June, according to S&P indices versus active SPIVA India scoreboard.
Most mutual funds underperformed benchmarks during 2014-19 period: Report
Even before the COVID-19 worries-led market rout dented the value of mutual fund investments, there are chances that the fund was anyways underperforming from a long-term perspective.
Allocating to passive mutual funds in one's portfolio is increasingly making sense
Passive investments makes sense today as increasingly active ones are unable to beat it most times.
75% midcap, smallcap funds outperformed their benchmarks in 2018
Just 8 per cent largecap funds outpaced their benchmarks during the same period.
Most equity mutual funds underperform last year
In terms of returns to investors, most of the equity focused mutual funds have underperformed their respective benchmark S&P BSE indices.
Actively managed equity MFs still the best way to grow wealth: SPIVA study
Outperformance of active strategies will continue till the Indian market becomes more institutionalised says Manoj Nagpal, Outlook Asia Capital.
Press release for ET Wealth Edition 3 Apr 2017
The ET Wealth Edition – 3 Apr 2017 Delhi, 3 Apr 2017 The cover story for this edition of ET Wealth is on how to fix a financial crisis. Low financial literac...
Most equity-based MFs underperform in last 1 year: S&P Dow Jones
Most of the equity focused mutual funds in the country have underperformed their respective benchmark S&P BSE indices.
Largecap equity funds losing sheen, midcap & smallcap funds outperform
At 68 per cent, largecap equity funds had the lowest rate of survivorship, whereas ELSS funds recorded the highest survivorship rate of 97 per cent over the five-year period.
Equity, mid, small-cap outperform benchmark indices over 5 years
SPIVA which tracks performance of actively managed mutual funds against their benchmarks said that majority of large-cap equity funds lagged BSE 100 Index.
Large-cap equity, debt funds underperform in last 5 years
Majority of Indian large-cap equity and debt funds have underperformed their respective benchmark indices over a five-year period ended June 30, 2015.
Why diversified equity schemes continue to be the best way for investors to participate in stocks
A large-sized outperformer like HDFC Equity has been given the same weightage as a tiny underperformer like Sahara Super 20 Fund.
Majority of equity, debt mutual funds underperformed their benchmarks
As per the scorecard prepared by S&P Dow Jones Indices, 24 per cent of funds in the large-cap index underperformed the S&P BSE 100 over the one-year period.
Small, midcap funds top benchmarks
More small and mid-cap funds have managed to outperform their benchmarks than large-cap schemes in the last five years, according to SPIVA.
Have fund investors really lost in the past five years?
Contrary to media reports, most investors in equity schemes have earned good returns in this time period.
Most equity MFs in India underperform over 5 years: Report
A benchmark is a standard against which the performance of mutual fund scheme can be measured.
Majority of actively managed equity funds underperform benchmark indices
S&P Indices Versus Active Funds (SPIVA) scorecard highlights that the majority of actively managed Indian equity mutual funds have underperformed their respective benchmark indices.
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