Indian equity funds on a high?

Indian equity funds on a high?

The set of data has been approached in two ways: number of funds that outperformed their respective benchmark indices as at May 2011, and magnitude of outperformance on a three-year rolling basis. Data is net of ongoing total fees/expenses (typically in the order of 2% per annum).

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By number of funds, over the past three years about 70% of large-cap funds outperformed the BSE 100 index and 58% outperformed Nifty. By magnitude, three-year excess returns of the median as at May has been 3.8% after fees; however the upper quartile (top 25% of large-cap funds) still shows excess returns of 6.4% after fees. Dispersion in returns between upper and lower quartile for large-caps has been 7%.

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