BIG YAPI KREDİ PORTFÖY ÜÇÜNCÜ HİSSE SENEDİ FONU (HİSSE SENEDİ YOĞUN FON)
BIG primarily holds hisse senedi and is a high-risk fund (6/7). Over the past year it returned 30.0%; 1.56% below official inflation. With an annual 3.00% management fee, it trades in the Hisse Senedi Fonu category. Launched in 2024, it manages 553M ₺ in assets across 3,377 investors. (Average position: ~164K ₺)
Real -1.56% (after inflation), compared with TÜİK-CPI (32.1%).
- Hisse Senedi 98.3%
- Yatırım Fonu Katılma Payı 1.73%
🎯 Declared Strategy
Fon portföyüne riskten koruma ve/veya yatırım amaçlı yurtiçi ve yurtdışı piyasalarda işlem gören döviz, faiz, ortaklık payı, kıymetli madenler, finansal endeksler, sermaye piyasası araçlarına dayalı türev araçlar (vadeli işlemler ve opsiyon sözleşmeleri), swap sözleşmeleri, saklı türev araçlar, varant ve sertifikalar dahil edilebilir. Fon ileri valörlü borçlanma araçları işlemleri, ileri valörlü kira sertifikası ve ileri valörlü kıymetli maden işlemlerine taraf olabilir.
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Fund Profile
What is the BIG fund?
BIG is a mutual fund managed by Yapı Kredi Portföy. It trades on TEFAS under the code BIG, in the Hisse Senedi Yoğun category.
How has the BIG fund performed?
It returned 30.0% over the past year, in nominal terms. Adjusted for official inflation (TÜFE), its 1-year real return is -1.56%. Year to date it is 22.1%.
What does the BIG fund hold?
Portfolio allocation: Hisse Senedi 98.3%, Yatırım Fonu Katılma Payı 1.73%.
Its largest positions, per the KAP portfolio report dated 30 June 2026: Anadolu Efes (9.39%), Sabancı Holding (8.70%), AG Anadolu Grubu Holding (5.25%).
What does the BIG fund cost?
The annual management fee is 3.00%. Its total expense ratio is 3.65%.
How much withholding tax does the BIG fund carry?
The estimated withholding rate on gains is 0.00%.
Rates are estimates; consult your tax advisor about your own situation.
Not investment advice
