Name : Aashish P Somaiyaa | City : Mumbai |
ARN NO : MOAMC | Date : 20 Jan 2017 |
Comments : |
The limited agenda of the article is to say please avoid over-diversification. There is no agenda beyond that. I have been saying this always, not to buy too many funds. I am not surprised with output of data. Whether you buy our fund or not, just but limited number say 3-4-5 funds at max.
That is what was written in the previous article also but in the comments section of that article you will find specific question raised. Thats the data taken.
The largest funds in the industry are not large cap. They are all mix up large cap and anywhere between 10-40% midcap. |
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Name : Raj Talati | City : Vadodara |
ARN NO : ABM Investment | Date : 20 Jan 2017 |
Comments : |
I am really disappointed with the report given to justify your hypothesis.
I am a big fan of your articles and always look forward for it.
I totally agree with your hypothesis and dont think it requires any justification.
But the way you have presented data, it raises more doubts then to convince our fraternity. |
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Name : VISHAL RASTOGI | City : PATNA |
ARN NO : 51920 | Date : 20 Jan 2017 |
Comments : |
These Data is good to some extend but my experience says some extra.............little more research needed there in. |
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Name : CHHEDA Rajesh | City : PANJIM |
ARN NO : CHHEDA Rajesh | Date : 20 Jan 2017 |
Comments : |
Bingo! Rightly said! |
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Name : Pawan Agrawal | City : New Delhi |
ARN NO : 25741 | Date : 20 Jan 2017 |
Comments : |
barring a couple of funds, the highest AUM funds primarily have been large cap oriented funds. The writer is correct to point out the not-so-good outperformance if money is allocated to only one kind of funds. I see this more as a (lack of) diversification problem where entire 100% of investment has been done in large cap. I hope any advisor shall suggest putting a part of money in large/mid/small cap funds, which may create higher alpha over the broader market. Once one moves out of top 200 stocks, there are more than 1000 actively traded stocks to harness opportunities from. Essentially, the topic could be aimed towards investing in several funds of same nature does not help in creating alpha over the benchmark. |
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