5 replies on this article “Does big size of a MF have an impact on its performance? – HDFC top 200 and HDFC equity”

1. Ashal Jauhari says:

   July 3, 2013 at 9:30 am

   Dear Jassi, as of now I’m sailing with HT200, ‘ll decide it’s fate after few months (this may take 2-3 years to decide :))

   Thanks

   Ashal

   Reply
2. bharat shah says:

   July 2, 2013 at 5:13 pm

   i think that in the article itself Shri Jain replied, between the lines, for the concern of big size that (in a sense) the size seems big if seen alone, but in context of total capitalization of the market , even of active portion, it is not that big.

   Reply
3. Kuntal says:

   July 2, 2013 at 3:05 pm

   Hi Jassi,
   While theoretically having a very large corpus can affect performance, but if the fund manager can manouvere his corpus in a way that it can consistently give above average performance, there is no need to worry. eg HDFC top 200, HDFC equity, IDFC premier equity are largest large-mid, multi, mid-small cap funds respectively; but they are consistent performers. So as of now, you should have no reason to worry.
   Tks,
   Kuntal.

   Reply
4. Ashal Jauhari says:

   July 2, 2013 at 2:02 pm

   Dear Jassi, I’m investing my own money in HT200. should I say more?

   thanks

   Ashal

   Reply
   1. Jassi says:

      July 2, 2013 at 3:58 pm

      Thanks Ashal. Yes, I am aware of that (from other posts).

      However, read many a times that big size can give performance problems. Just wanted to know if there are any acute reasons to worry with big sized mutual funds….

      I do trust Prashant Jain given the returns that these funds have delivered….but that’s history 🙂

      I have just purchased a book today – Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor – John Bogle…….don’t know if I can get some clues here 🙂

      Rgds,
      Jassi

      Reply

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