Portfolio turnover rate

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Portfolio turnover rate

For an investment company, an annualized rate found by dividing the lesser of purchases and sales by the average of portfolio assets.

Portfolio Turnover Rate

The ratio at which a portfolio trades the securities in it. A higher turnover rate indicates active management; if it becomes very high, this may indicate that the broker or manager is trading securities for the sake of collecting more fees. It is calculated as the trading volume of the portfolio as a percentage of the entire portfolio. See also: Prudent person rule.
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SEC reported metric of portfolio turnover ratios (PTR) and three
literature engages with portfolio turnover ratios, but the work
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HDFC Mutual Fund plans such as HDFC Top 200 and HDFC Equity have the lowest portfolio turnover ratios. The average portfolio turnover ratio of HDFC Top 200 in 2011- 12 was 19.7 per cent and that of HDFC Equity was 33 per cent.
A low portfolio turnover ratio means the fund manager is holding stocks for longer periods.
is portfolio turnover ratio of HDFC Top 200, lowest in large- and mid- cap equity category
HDFC Mutual Fund schemes such as HDFC Top 200 and HDFC Equity have the lowest portfolio turnover ratios in the industry.
20 per cent is the portfolio turnover ratio of HDFC Top 200, one of the lowest in the large- & mid-cap equity diversified category.