@Mudit.Kushalvardhan I do not know how much returns Motilal Oswal Microcap Index fund has given; my XIRR for over 15 – 16 month is 74.7% as of end March 2024. I have two observations.
-
Even with just 25 stocks, I find there are several occasions where I have laggards in my pf. With a pf carrying the entire 250 stocks, I am sure they must be holding a lot of low performers.
-
I do a rebalance every week; in effect, I carry the strongest 25 stocks every week. When a fund is holding all 250 stocks until the next index change, I don’t believe they can be very efficient in terms of returns.
| Subscribe To Our Free Newsletter |
