{"id":100187,"date":"2023-04-11T16:43:00","date_gmt":"2023-04-11T11:13:00","guid":{"rendered":"https:\/\/tradebrains.in\/features\/?p=100187"},"modified":"2023-04-11T16:41:04","modified_gmt":"2023-04-11T11:11:04","slug":"biz-mutual-fund-study","status":"publish","type":"post","link":"https:\/\/tradebrains.in\/features\/biz-mutual-fund-study\/","title":{"rendered":"Majority of Large-Cap equity mutual funds underperformed benchmark in 2022"},"content":{"rendered":"<div class=\"trade-content_2\" style=\"margin-left: auto;margin-right: auto;text-align: center;\" id=\"trade-2356182330\"><p><a href=\"https:\/\/tradebrains.in\/get\/telegram\/\"><img decoding=\"async\" class=\"alignnone wp-image-101992\" src=\"https:\/\/tradebrains.in\/features\/wp-content\/uploads\/2023\/01\/telegram-channel-300x119.png\" alt=\"\" width=\"148\" height=\"59\" \/><\/a> <a href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN3Epgswxc--Aw?hl=en-IN&amp;gl=IN&amp;ceid=IN%3Aen\"><img decoding=\"async\" class=\"alignnone wp-image-123430\" src=\"https:\/\/tradebrains.in\/features\/wp-content\/uploads\/2024\/05\/follow-on-google-news-300x82.png\" alt=\"follow-on-google-news\" width=\"222\" height=\"61\" srcset=\"https:\/\/tradebrains.in\/features\/wp-content\/uploads\/2024\/05\/follow-on-google-news-300x82.png 300w, https:\/\/tradebrains.in\/features\/wp-content\/uploads\/2024\/05\/follow-on-google-news-150x41.png 150w, https:\/\/tradebrains.in\/features\/wp-content\/uploads\/2024\/05\/follow-on-google-news.png 468w\" sizes=\"(max-width: 222px) 100vw, 222px\" \/><\/a><\/p>\n<\/div><p>Majority of Indian Large-Cap equity mutual funds failed to beat the benchmark, with 88 per cent of actively managed funds underperforming the S&amp;P BSE 100 in 2022, according to new study by S&amp;P Dow Jones Indices released on Tuesday.<\/p><div class=\"trade-content_7\" style=\"margin-left: auto;margin-right: auto;text-align: center;\" id=\"trade-284716173\"><!-- Composite Start --> \r\n <div id=\"M923760ScriptRootC1549812\"> \r\n <\/div> \r\n <script src=\"https:\/\/jsc.mgid.com\/t\/r\/tradebrains.in.1549812.js\" async> \r\n <\/script> \r\n <!-- Composite End --><\/div><p>In the same period, the benchmark for Indian Equity Mid-\/Small-Cap funds &#8212; the S&amp;P BSE 400 MidSmallCap index &#8212; rose 2 per cent in 2022, and 55 per cent of active managers underperformed the index over that period.<\/p><p>Further, S&amp;P BSE 200 grew by 6 per cent in 2022, and 77 per cent of Indian ELSS (equity linked saving schemes) funds underperformed the index.<\/p><p>According to S&amp;P Indices Versus Active (SPIVA) Funds India Scorecard for 2022, Indian Composite Bond funds fared the best, with 45 per cent underperforming the S&amp;P BSE India Bond index.<\/p><div class=\"trade-content_5\" id=\"trade-509362326\"><script async src=\"https:\/\/pagead2.googlesyndication.com\/pagead\/js\/adsbygoogle.js?client=ca-pub-4023722985638610\"\r\n     crossorigin=\"anonymous\"><\/script>\r\n<!-- in_content_2_news -->\r\n<ins class=\"adsbygoogle\"\r\n     style=\"display:block\"\r\n     data-ad-client=\"ca-pub-4023722985638610\"\r\n     data-ad-slot=\"7925020301\"\r\n     data-ad-format=\"auto\"\r\n     data-full-width-responsive=\"true\"><\/ins>\r\n<script>\r\n     (adsbygoogle = window.adsbygoogle || []).push({});\r\n<\/script><\/div><p>&#8220;Indian markets fared far better than most global markets in 2022, although main equity and fixed income benchmark indices dropped in H1, they staged a remarkable recovery in the second half of the year. Tightening lending standards weighed more heavily on smaller firms, with the S&amp;P BSE 500 MidSmallCap index underperforming the S&amp;P BSE 200 by 4 per cent, the most since 2019,&#8221; Benedek Voros, Director &#8211; Index Investment Strategy at S&amp;P Dow Jones Indices, said.<\/p><p>As per the report, the S&amp;P BSE India Government Bond index gained by almost three per cent in 2022. Interestingly, less than one-third of active managers beat the benchmark in 2022, with an underperformance rate of 68 per cent.<\/p><p>In the long run, the scorecard further noted that among all categories, Indian Equity Mid-\/Small-Cap funds fared the best with 50 per cent of them beating the S&amp;P BSE 400 MidSmallCap Index over the 10-year period ended December 2022. Over the 10-year time horizon, more than 60 per cent of funds underperformed in all categories outside of Indian Equity Mid-\/Small-Cap.<\/p><p>The report on actively managed mutual funds by S&amp;P Dow Jones Indices noted that Indian ELSS funds achieved the second-highest long-term survival rates across all categories in SPIVA India Scorecard, with 78 per cent of them still surviving after 10 years. PTI SP SHW<\/p><div class=\"trade-after-content\" id=\"trade-733135009\"><div id=\"taboola-below-article-thumbnails\"><\/div>\r\n<script type=\"text\/javascript\">\r\n  window._taboola = window._taboola || [];\r\n  _taboola.push({\r\n    mode: 'alternating-thumbnails-a',\r\n    container: 'taboola-below-article-thumbnails',\r\n    placement: 'Below Article Thumbnails',\r\n    target_type: 'mix'\r\n  });\r\n<\/script>\r\n<script type=\"text\/javascript\">\r\n  window._taboola = window._taboola || [];\r\n  _taboola.push({flush: true});\r\n<\/script><\/div>","protected":false},"excerpt":{"rendered":"<p>Majority of Indian Large-Cap equity mutual funds failed to beat the benchmark, with 88 per cent of actively managed funds underperforming the S&amp;P BSE 100 in 2022, according to new study by S&amp;P Dow Jones Indices released on Tuesday. In the same period, the benchmark for Indian Equity Mid-\/Small-Cap funds &#8212; the S&amp;P BSE 400 [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":83023,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1697,31],"tags":[],"class_list":["post-100187","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economy","category-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v20.5 (Yoast SEO v25.0) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Majority of Large-Cap equity mutual funds underperformed benchmark in 2022 - Trade Brains Features<\/title>\n<meta name=\"description\" content=\"Majority of Indian Large-Cap equity mutual funds failed to beat the benchmark, with 88 per cent of actively managed funds underperforming the S&amp;P BSE 100 in 2022, according to new study by S&amp;P Dow Jones Indices released on Tuesday.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/tradebrains.in\/features\/biz-mutual-fund-study\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Majority of Large-Cap equity mutual funds underperformed benchmark in 2022\" \/>\n<meta property=\"og:description\" content=\"Majority of Indian Large-Cap equity mutual funds failed to beat the benchmark, with 88 per cent of actively managed funds underperforming the S&amp;P BSE 100 in 2022, according to new study by S&amp;P Dow Jones Indices released on Tuesday.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/tradebrains.in\/features\/biz-mutual-fund-study\/\" \/>\n<meta property=\"og:site_name\" content=\"Trade Brains Features\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/TradeBrainsOfficial\/\" \/>\n<meta property=\"article:published_time\" content=\"2023-04-11T11:13:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/tradebrains.in\/features\/wp-content\/uploads\/2023\/01\/mutual-funds-cover-image.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1280\" \/>\n\t<meta property=\"og:image:height\" content=\"854\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"PTI News\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/tradebrains.in\/features\/wp-content\/uploads\/2023\/01\/mutual-funds-cover-image.jpg\" \/>\n<meta name=\"twitter:creator\" content=\"@TradeBrainsGrp\" \/>\n<meta name=\"twitter:site\" content=\"@TradeBrainsGrp\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"PTI News\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/tradebrains.in\/features\/biz-mutual-fund-study\/\",\"url\":\"https:\/\/tradebrains.in\/features\/biz-mutual-fund-study\/\",\"name\":\"Majority of Large-Cap equity mutual funds underperformed benchmark in 2022 - 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