Are Active Large Cap Schemes Better Than Index Funds?
In this video, we dive into the unexpected comeback of active large-cap mutual funds, which have recently been outperforming their benchmarks after years of lagging behind. In 2023, a whopping 87% of these funds outpaced their indices, and in 2024, around 68% are still leading the charge. We’ll take a closer look at what’s changed — from how fund managers are shifting their market-cap allocation to increased portfolio turnover — to figure out what’s driving this turnaround.
We’ll also explore whether this trend is here to stay and what it means for your investments. Should you stick with active large-cap funds or reconsider your strategy? By the end of this video, you’ll have a better understanding of what’s happening in the large-cap space and whether it’s worth adding these funds to your portfolio.
Link to aggressive hybrid funds analysis : • Best Funds During Bull Runs?
Link to flexi cap funds' analysis : • 3 ways you can get better diversifica...
Chapters
00:00 Introduction
01:44 Are large cap funds better big on smaller stocks?
04:29 Higher churn for higher returns?
06:00 No of stocks held by large cap funds
07:17 Is active portfolio management the key to outperformance?
10:10 Should you invest in active large cap funds?