In July, 32 equity mutual funds recorded portfolio turnover ratios of less than 10%, spanning various categories like sectoral/thematic, flexi cap, and multi cap. Experts recommend that investors shouldn’t be overly concerned, as low turnover does not necessarily impact returns adversely. Evaluating fund performance requires looking at multiple factors, not just turnover ratios.
Why Indians need active portfolio management to create real wealth
Recent analysis of over 400,000 mutual fund portfolios reveals that 65% fail to meet their benchmarks, causing long-term wealth erosion, especially for High Net-Worth Individuals
January 19, 2025