17 Mar 2016
Welcome to Financial House......your place to Learn and Earn
Disclaimer: Information presented on this site is a guide only. It may not necessarily be correct and is not intended to be taken as financial advice nor has it been prepared with regard to the individual investment needs and objectives or financial situation of any particular person. Stock quotes are believed to be accurate and correctly dated, but www.stockmarketindian.com does not warrant or guarantee their accuracy or date.
www.stockmarketindian.com takes no responsibility for any investment decisions based on recommendations provided on website.
Financial contents like Technical charts, historical charts and quotes are taken from NSE and Yahoo sites.
Note - All quotes are delayed by 15 minutes and unless specified.
Google Adsense Ads are posted on every page of the website so visitors clicking on Ads and going to those links and carrying any financial deal is not at all related to www.stockmarketindian.com and any financial deal should be done on their own sole responsibility.
Please read our Disclaimer page before using any material or advice given at www.stockmarketindian.com
SIP returns of Sectors funds has exceeded Diversified funds
Systematic investment plans (SIPs) in sector and thematic funds have fared far better than that in diversified equity mutual funds over a 10-year period. A SIP of Rs 10,000 per month in five sector funds vis a vis the top five diversified equity mutual funds (by AUM) over 10 years would have made investors richer by Rs 13.71 lakh.
A lot of these defensive sectoral funds and themes like pharma, FMCG and MNC benefitted from volatility globally between 2008 and 2015. At such times, cash rich companies and low-debt MNCs tend to outperform,
The following table illustrates how Sector specific funds exceeded in returns compared to Diversified funds