Page 2 - Mid Cap Small Cap

Portfolio rebalancing: Is it time to move away from small-caps?

According to data from the AMFI, as of December 6, 2023, the average one-year returns for 23 small-cap funds stood at 32.68 per cent

Motilal Oswal joins the small-cap bandwagon with NFO: All you should know

The investment objective of the scheme is to generate capital appreciation by investing predominantly in small-cap stocks.

All you need to know about White Oak Capital's new large and mid-cap fund

WhiteOak Capital Large & Mid Cap Fund will predominantly invest in Large and Mid Cap stocks with an aim to create a factor diversified balanced portfolio with high active share

Portfolio managers bet on fixed-income assets, see small-caps undervalued

According to CIOs and Portfolio Managers gathered at the Franklin Templeton APAC Investor Forum 2023, opportunities can also be found in mid-cap and small-cap growth businesses, which are undervalued

TMS Ep555: BS BFSI summit, Mid and SmallCaps, electoral bonds

BS BFSI summit: What did experts say about Indian economy, markets and investments? Has the recent correction made Mid and SmallCaps attractive? What is the electoral bonds case? All answers here

Low free float behind rally in most mid-cap, small-cap stocks: Kotak study

Stocks in the top and bottom performance quartiles had different free floats. Delivery value, relative to free float, was much higher for the top performers

See greater comfort in largecaps compared to small and midcaps: UTI AMC CIO

Subramaniam says pharmaceutical and healthcare sectors are reasonably valued and are showing incremental improvements in their balance sheets

Why are MFs launching small-cap funds when their valuations seem too high?

Even though net inflows into small-cap funds were down by 37% at Rs 2,678.47 in September 2023, fund houses are undeterred when it comes to new fund offers.

Mid, smallcap rally to persist amid more inflows: DSP Mutual Fund's Parekh

DSP Mutual Fund will also launch a smallcap fund this year to take advantage of the inflows to the segment, Parekh said

Top ten mutual fund categories which witnessed highest AUM growth in a year

Small-cap funds saw the highest AUM growth in the last year at 61 per cent, followed by multi-cap funds at 45 per cent and sectoral funds at 35 per cent.

Peak market strategy: Don't exit equities, keep investing new money

The key is to remain invested; rebalance your portfolio if required as market touches new highs

Who's fairest of them all? In fund managers' mirror, both small & midcaps

INOX Wind, BSE, and RPG Life Sciences have entered the landscape of equity MFs' holdings

TMS Ep521: Festive sales, cricket fans, small-cap rally, Matsya 6000

Will India see the best Diwali sales ever this time? Why can't BCCI take care of cricket fans? Is the small-cap rally ripe for correction? What is the Matsya 6000? All answers here

Mid, smallcap indices drop most in 9 months; Nifty50 off new high

The sharp selloff shaved off Rs 5 trillion in market value of the beyond -top 50 companies, which account for less than half of the total market capitalisation

India's $775 bn stock boom at risk as small caps show signs of overheating

Still, the pace of gains in smaller stocks relative to large caps has raised caution about the near-term outlook for the latest uptrend in Indian stocks

Large-cap, small-mid and flexi cap: Best, worst performers in June quarter

The Assets Under Management for the large-cap equity category regained its peak, with assets totaling Rs 2,59,583 crore, as of June 2023. said Morningstar.

Charts: Mutual funds that saw the largest inflows, outflows in June quarter

The first quarter of fiscal-year 2023-24 saw 25 new fund offerings (NFO). Cumulatively they were able to garner INR 5,539 crores during their NFO period.

TMS Ep478: UPI goes global, Chandrayaan-3, MFs and small-caps, TCS vs TDS

How can UPI replicate its success abroad? How will Chandrayaan 3 mission help space start-ups? Why are MFs finding the going tough for small-cap schemes? How is TCS different from TDS? Answers here

Problem of plenty: Why flows into small-cap funds hit a record high in June

Combination of strong performance in small-cap stocks, the desire to participate in the market rally, and the resultant preference for mid and small-cap funds contributed to the massive surge

Small-cap, arbitrage funds buck 'low inflow' trend this calendar

Small-cap funds benefit from better valuations and performance track record, say analysts