News From Press Focused funds with concentrated bets outshine their large-cap peers

Focused funds with concentrated bets outshine their large-cap peers

Over these time periods, focused schemes have given average returns of 8.6%, 7.7%, 6.2% and 10.5%, respectively. By contrast, large cap schemes have delivered 4.9%, 6.9%, 5.4% and 9.6%.

ET Mar 5, 2020

Super-specialism defines success in the world of medicine. And it doesn’t appear to be vastly different in the increasingly complex world of investing. Diversification, the main plank of risk mitigation in the investing world, appears to have lost out lately to concentration, a strategy built around stocks that belong to specific industries. So, focused mutual fund schemes have outperformed large-cap plans.

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