After outperforming large-cap stocks for over a year now, small-cap stocks remained under pressure in the last couple of weeks. The Nifty Smallcap 100 index declined 4.5% in the last one month even as large-cap indices continued to soar higher. Notably, valuations across market caps have turned expensive. However, this may not mean the end of the…
Different market cap segments have distinct benefits as well as risk profiles. An investment in large-cap stocks offers the advantage of steady growth at lower volatility. On the other hand, the mid-cap and small-cap stocks have the ability to outpace the large-cap stocks, but they are highly volatile. A combination of different market caps in…
Retirement is a phase where you lead a worry-free life and reap the fruits of your hard work. Assuming that you had made prudent investment choices during your work life, you would have accumulated a good retirement corpus for your golden years. Now the question arises, how should you manage your investment portfolio once you…
Flexi-cap fund is a relatively new category under equity mutual funds that invests dynamically across market caps. SEBI had asked multi-cap funds to invest at least 25% of the corpus each in large-caps, mid-caps, and small-cap stocks. This is why most multi-cap funds have now switched to the flexi-cap category to retain their original portfolio characteristics.…
Market bellwether S&P BSE Sensex and Nifty 50 indices closed at fresh all-time high last Friday, i.e. August 13, 2021. The Sensex and Nifty 50 index zoomed past the 55,000 and 16,500 mark, respectively, for the first time. Though the mid-cap and small-cap indices witnessed some consolidation in the last few days, it continues to…
Continuing the positive momentum, large cap indices — S&P BSE Sensex and Nifty 50 hit new record highs today. Despite the sharp rally, the large-cap segment has underperformed the mid-cap and small-cap segment in the last one year. However, since large-caps have the capability to withstand market volatility, large-cap mutual funds should form a core part of…
Mid-cap funds and Small-cap funds have generated stellar returns since bulls took charge of the equity market towards the end of March 2020. Many mid-cap and small-cap stocks have spiralled upwards in the last one and a half years outpacing their large-cap peers. With this, mid cap and small cap indices have scaled new record…
In its constant endeavour to protect investors’ interest, SEBI has taken several bold measures over the past few months for mutual fund houses to become more accountable and transparent for their actions. SEBI has taken most of these measures in the wake of the Franklin Templeton mutual fund fiasco. According to SEBI’s findings, some top executives…
As the Indian equity market continues to scale new highs, the mid-cap segment too has showcased a stellar performance. Outpacing its large-cap fund peers in the last couple of years, the outperformance of the mid-cap funds category is one of the highest among diversified equity funds. However, do not ignore the risk associated with investing in mid-cap…
Overnight funds are open-ended debt mutual fund schemes that invest in securities that mature in one day. The category usually invests in Tri-party Repos, Reverse repo, and other debt and money market instruments with one-day maturity. It is a low-risk, low-return bet compared to its peers in other debt mutual funds category. In the past,…
