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Portfolio Analytics

Portfolio Turnover

Portfolio Turnover measures how much of a fund's holdings get bought and sold over a year - a high-turnover fund trades frequently (more cost, more short-term tax events); a low-turnover fund buys and holds.

What is portfolio turnover?

The lower of total purchases or total sales during the year, divided by average AUM. It’s a proxy for trading activity - not returns, not risk, just how often the manager is actually changing what’s in the portfolio.

FORMULA

Turnover = min(Purchases, Sales) / Average AUM

AMFI-disclosed figure, reported by each fund house directly.

Real comparison across 6 funds

CHART

Portfolio Turnover - 6 real funds

Total portfolio turnover ratio (%), as disclosed by the AMC.

0%11%21%32%42%Franklin …Canara Ro…Franklin …Bandhan L…Canara Ro…Canara Ro…

Funds compared: Canara Robeco Flexi Cap Fund - Direct Plan - Growth · Canara Robeco Large and Mid Cap Fund - Direct Plan - Growth · Bandhan Large Cap Fund - Direct Plan - Growth · Franklin India Small Cap Fund - Direct - Growth · Franklin India Large Cap Fund - Direct - Growth · Canara Robeco Infrastructure Fund - Direct Plan - Growth

WHAT THIS MEANS FOR YOU The gap between funds here can be enormous - some funds barely trade year to year (under 1%), others turn over a large share of the book. High turnover isn’t automatically bad, but it does mean more transaction costs and more short-term capital gains events passed through to you, even in a Direct plan.

METHODOLOGY Sourced directly from AMFI’s fund disclosure, not independently recomputed by Punji. Data: July-2026 disclosure via Punji. Not investment advice.

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