Search
The transition of Value Research Online has been postponed to take care of some user concerns.
You are welcome to try out the new site at https://beta.valueresearchonline.com

Should you invest in jumbo funds?

What are the implications of the burgeoning size of funds for investors? We try to give you a perspective here


  • TweetTweet
  • LinkedinLinkedin
  • FacebookShare
 

Should you invest in jumbo funds?

For much of the last two decades, Indian mutual funds struggled to catch investors' attention, quick to uncork the champagne if any of the equity funds crossed the Rs 1,000 crore mark.

Subscribe to the Value Research Insight newsletter

But mutual funds have attained a rockstar status with investors lately. As the assets managed by equity funds trebled to Rs 6.4 lakh crore from Rs 2.2 lakh crore in the past five years, the market has seen the emergence of jumbo funds. In the Indian context schemes that manage over Rs 10,000 crore in assets are called jumbo funds.

So what are the implications of this burgeoning size for fund investors? Does size adversely impact performance? How have the mega funds handled their newfound riches? We analysed the performance and portfolio numbers of the largest funds across different equity-fund categories and spoke to industry experts. Over the next few days, we will share our findings with you through a series of articles. Find the links below.

Average size soars
Mini to mega
Does asset size impact performance?
Indian funds versus global Goliaths

 
comments powered by Disqus