Small-cap mutual fund assets rise 83% to Rs 2.43L cr in FY24
Influx of flows, upsurge in retail investors’ participation and bullish market conditions have boosted the assets for the small-cap mutual fund... Key Points
The Tribune IndiaFY24 Market Review: Nifty Midcap and Smallcap surged over 60%; check best-performing stocks
The Nifty Smallcap 100 index in FY24 has gained 76.15%, spiking from 8,701 points to 15,327 points. 40 stocks have achieved multibagger status. Key Points
mintListing gains hard to come by in 2024 amid small & midcap selloff
Selloff in mid-cap, small-cap stocks affected IPOs' listing gain predictability. Market volatility, stretched valuations, March decline in NSE's Mid-cap 150, Small-cap 250 indices influenced debut performances. JG Chemicals, RK Swamy, Gopal Snacks, Popular Vehicles, and Krystal Integrated closed below their IPO prices on the opening day. Key Points
Economic TimesShakeout in Indian small-caps seen luring dip buyers to market
Perceived as key beneficiaries of the South Asian nations 8%-plus economic growth, shares of smaller firms are seen staging a comeback after a selloff thats pushed down the Nifty Smallcap 250 Index almost 10% since Feb. 27. Key Points
Economic TimesAn $80 billion crash in smallcaps flashes warning signs
A sharp correction in small-cap stocks is affecting the broader Indian market. The index of small-cap stocks has lost over $80 billion in market value. The MSCI India Index is lagging behind Asia Pacific index. The regulator expressed concern about price manipulation in new listings. Key Points
Economic Times
Mahadev app is linked to the explosive surge in small Cap stocks
In a significant development in the ongoing probe into the Mahadev app-linked money laundering case, ED froze a few days ago shares worth Rs 1,100 crore held in demat accounts linked to a Dubai-based hawala operator , an accused in the case. Recently, the chairperson of Sebi said the regulatory body is actively scrutinizing the small and mid-cap segments for additional signs of manipulation. Key Points
Economic TimesFive railway multibagger stocks including IRFC, RVNL, RailTel Corp nosedive up to 20% – here's why
Shares of RailTel Corporation of India ended today's session with a drop of 20% at ₹308.25. However, the stock still holds a 183% gain in a year. Similarly, Ircon International witnessed substantial selling pressure, with its stock finishing today's session with a drop of 10.77%. Key Points
mintNifty Smallcap 100 index slides 5% to 12-week low, 99 stocks trading in the red; here's why
The downward trend in small-cap stocks was triggered by concerns raised by market regulator SEBI regarding the froth building up in small-cap and mid-cap segments. This prompted the Association of Mutual Funds in India (AMFI) to instruct mutual funds to conduct stress tests. Key Points
mintThe sweet spot lies in the mid-caps, says Niket Shah of Motilal Oswal
Mr Shah speaks about the sectors that are likely to perform in the next financial year, explains reasons for reading financial statements before investing. He also asserts that mid Cap stocks tend to outperform small Cap & large caps in the long run. Key Points
mintFocus on better risk management: 5 midcap stocks from different sectors with the right financial matrix
It is after a long period of time, that mid-cap stocks have seen some correction. All those investors who have high exposure to mid-caps in their portfolio have probably gone through two different emotions. Should I sell? Should I buy more? For all those who have gone through these emotions. Let the market be volatile, don't make volatile decisions. Corrections are part of any market and especially when valuations are high, the frequency and magnitude of correction will be higher. For all those who are looking to deploy more money and are focussed on mid caps, it would be better to put more checks and balances, both qualitative and quantitative and be selective in buying stocks. More importantly, even after putting in all the efforts of checks and balances, be ready to see a short term drawn down in the value of your portfolio, because if there is a deep correction in the markets, mid-cap stocks tend to shed more weight. Key Points
Economic Times
Top 11 equity mutual funds with over 20% CAGR in last 7 years. Do you own any?
We considered all equity categories such as small cap, mid cap, large cap, large & mid cap, ELSS, focused fund, multi Cap fund, flexi cap, contra and value fund categories. We considered all regular and growth options. Key Points
Economic TimesTo take care of possible headwinds: 4 largecap stocks from different sectors with upside potential of up t
Market has a strange habit of giving surprises on both sides, moving up when no one is expecting and news is bad all around. Falling when no one is expecting it to fall and there is good news all around. So, in today’s time when there is good news all around, right from higher GDP numbers to better GST collections and on micro front companies announcing more orders and even words like expansion of capacity coming back, instead of predicting the time when there will be a correction, just be ready for it. Ready by staying with large caps and that too with sectors and stocks where some tailwinds are emerging. This is not to say that there cannot be some underperformance in large Cap space, but the fact is that over the long term these large caps not only create much more wealth but in a bearish phase, they tend to protect the wealth by falling less as compared to mid and small caps. Key Points
Economic TimesNo structural breakdown yet in small and midcap indices: Anand James
The gap between largecaps and small and mid Cap indices is widening, but no structural breakdown has occurred. IT stocks, except for TCS, are in a downtrend. Tata Steel shares hit fresh 52-week highs. A largecap route is a more broad based one, while smaller Cap approach is often in search of superlative returns, and provides a larger universe to pick. This advantage stays with the smaller market capitalized segment. Key Points
Economic TimesMid & small Cap mutual funds: Regulators took these 4 steps to protect investors from high valuations
SEBI and AMFI are taking steps to safeguard the interest of retail investors in mid and small-cap funds. These include asking AMCs to frame a policy to protect investor interests, disclosing risk parameters, moderating inflows, conducting stress tests, etc. Key Points
mint4 best multi Cap mutual funds gave over 20% CAGR return in the past 5 years. Should you invest?
Multi Cap mutual funds invest a minimum of 75 percent in equity & equity related instruments with 25 percent in each of the three categories of market capitalisation i.e., small cap, mid Cap and large cap. Key Points
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Why should large caps be part of your investment portfolio? Experts answer
The decision to invest in large-cap funds hinges on your circumstances and investment objectives. Although large-cap funds may present lower potential returns compared to smaller companies, they have the potential to deliver consistent and stable growth over the long term. Key Points
mintFor moderate risk takers: 5 midcap stocks from different sectors with potential upside of up to 36%
Unlike last quarter of 2023, when nifty and sensex used to witness correction and mid-cap index was able move higher. Since the start of 2024, the mid-cap index is also participating in the correction, clearly indicating that some profit booking is taking place in this segment of the market. Having said that, if one looks at the flow of money to the mutual funds, a good amount of it is still coming in funds which are focussed on mid or small cap. There is no way one can fight with liquidity, if it is going to mid caps and they are moving up irrespective of valuations or quality of stocks one cannot argue. But the only thing which as an investor one can do is to be careful when taking exposure to this segment of the market. Stay away from stocks where there is a narrative that this sector will do well because of ABCD reasons or the company will get such and such orders worth this much. There is enough evidence in history to show that more than anything else, checks and balances are most important at this point of time, while making investment decisions. Key Points
Economic Times31 equity mutual funds offer over 50% returns in one year
Bandhan Small Cap Fund, the topper in the list, offered 70.32% in one year horizon. Mahindra Manulife Small Cap Fund offered 67.56%. Key Points
Economic TimesFlexi Cap mutual funds: Why do investors love them the most? 4 key reasons
There are 38 flexi Cap mutual funds with total assets under management (AUM) of ₹3.27 lakh crore. This is higher than any of the remaining 10 equity fund categories. Key Points
mintThese midcap stocks with ‘strong buy’ & ‘buy’ recos can rally over 20%, according to analysts
The correction which was essentially started with a large Cap segment has moved into mid-cap stock. It is not the first time this correction has taken place and a similar trend is visible in the past also. In such times it would be better to select stocks where analysts are bullish. ET screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or strong buy . This predefined screener is only available to ET Prime users. Key Points
Economic Times
Top 10 Benefits of Investing in Small-Cap Stocks
You can include small-cap stocks, which are equities of smaller companies, in your portfolio as a sort of stock investment. These equities differ in numerous significant ways from large-cap and mid-cap companies. Key Points
Times of IndiaTop 10 Benefits of Investing in Small-Cap Stocks
You can include small-cap stocks, which are equities of smaller companies, in your portfolio as a sort of stock investment. These equities differ in numerous significant ways from large-cap and mid-cap companies. Key Points
Times of IndiaWith no upside left in mid and small caps; large Cap mutual funds still a good buy in 2024: Report
Investors are expected to keep their expectations lower from mid and small Cap equity mutual funds. Driven by inflows from FIIs, stable macroeconomic indicators, the domestic equity market reported its best annual return in 2023 in the past seven years. Key Points
mintWhat were the hits & misses of largecap, midcap and smallcap funds in 2023? Feroze Azeez answers
Feroze Azeez says: “In a year like this one, large and mid Cap is going to outperform large Cap because there has been a broader market rally unlike the last few years. If the broader market rally continues, which is likely if governance or government continues, mid Cap and the broader market should continue the performance.” Key Points
Economic TimesTop 10 equity mutual funds offer over 58% SIP returns in 2023
We considered the large cap, large & mid cap, mid cap, small cap, flexi cap, multi cap, ELSS funds, contra, value, and focused funds for the analysis. We considered regular and growth schemes. Key Points
Economic Times
Don't paint all software companies with the same brush; 3 mid and 3 smallcap IT stocks operating in niche
It is not only mid-cap as a whole segment which has outperformed the other segments. Even in some sectors, while the large Cap have not performed well, mid-cap stocks in the same space have done well. IT is one sector where the large caps have done nothing in the last two years, but selective stocks have been doing well. It is probably a time to take a look at each company separately rather than just looking at what stocks like TCS and Infy are doing and take a call on the overall sector. Key Points
Economic TimesNifty Midcap Select: Are analyst projections an indication of an impending correction?
Corrections or what a phase of profit booking is something which is very common and healthy in the markets. The question is whether the correction should be used as an opportunity to take fresh positions or not. In the last couple of weeks a debate has started on the street that large Cap stocks have done nothing in the last two years, whereas mid-cap has given stellar returns during the same period. The question is whether one should expect the same performance to continue or should one go by logic that because something has done well in the last two years the law of averages will prevail which essentially means that there is a low probability the same returns will come in the next one or two years. Key Points
Economic Times10 mid-cap stocks gain 7.5-16% this week as Indian stock market scales new peak; Patanjali Foods, ACC are among the list
The Sensex gained 3.47% this week, while the Nifty 50 gained 3.46%, as per trendlyne data. BSE Mid-cap increased by 2.04%. After surpassing 20,000 on September 11 of this year, the Nifty took 61 sessions to reach the 21,000 mark. Key Points
mintTop 10 Benefits of Investing in Small-Cap Stocks
You can include small-cap stocks, which are equities of smaller companies, in your portfolio as a sort of stock investment. These equities differ in numerous significant ways from large-cap and mid-cap companies. Key Points
Times of IndiaNot all smallcaps are same; 3 best smallcap funds for investors: Feroze Azeez
“FIIs broader market interest has gone up dramatically. Second, it says that India has a reasonably large number of stocks in the capital markets, largest in the world, in fact. India cannot be represented by the top 100. The domestic guys have also had flows over the last few months.” Key Points
Economic Times
11 equity funds offer over 25% on SIP investments in three years
We looked at equity categories such as large cap, mid cap, small cap, large & mid cap, focused fund, flexi cap, ELSS, value fund, contra fund, and multi cap. We considered XIRR (% returns) while analyzing the performance of schemes via SIP. Regular and growth option schemes were considered for the analysis. The period for three years ranges from October 2020 to October 2023. Key Points
Economic TimesTop 10 Benefits of Investing in Small-Cap Stocks
You can include small-cap stocks, which are equities of smaller companies, in your portfolio as a sort of stock investment. These equities differ in numerous significant ways from large-cap and mid-cap companies. Key Points
Times of IndiaThese 15 equity schemes offered over 30% in 2023
We considered all equity schemes like large cap, mid cap, large & mid cap, small cap, ELSS, multi cap, flexi cap,focused fund, contra and value. We considered regular and growth options. Key Points
Economic Times'Go for small Cap funds, but for longer durations'
Over the last decade, small Cap stocks have outperformed the large-caps by a huge margin. Data from Value Research show that the small-cap category generated an average return of 22.66% compared to the Nifty 50s 13.49%. Key Points
Economic TimesAre multi-cap mutual funds better than flexi-cap funds? Find out which one is for you
Experts reckon the structure of multi caps gives them a sizing edge over flexi caps. The meatier exposure to broader segments of mid caps and small caps makes a lot of difference. Multi-cap funds are emerging as a superior alternative for those seeking broader diversification. Should you invest in mid-cup funds? Key Points
Economic Times
Top 10 Benefits of Investing in Small-Cap Stocks
You can include small-cap stocks, which are equities of smaller companies, in your portfolio as a sort of stock investment. These equities differ in numerous significant ways from large-cap and mid-cap companies. Key Points
Times of IndiaThese 24 mutual funds multiplied investors’ wealth by over 2.5x
We considered large cap, mid cap, small cap, large & mid cap, multi cap, focused fund, value fund, contra fund, and ELSS, flexi Cap categories. We only considered regular and growth option schemes. We considered XIRR on SIP investments. Key Points
Economic Times12 equity schemes offer more than 15% in both three, five years
We considered equity categories such as large cap, mid cap, multi cap, large & mid cap, focused fund, small cap, value & contra fund. We did not consider flexi Cap schemes as these schemes were introduced three years ago, after Sebi recategorised mutual funds.. We considered regular and growth option schemes. Key Points
Economic TimesTop small Cap mutual funds turn Rs 10,000 per month into Rs 55.8 lakh in 10 years; is it time to invest in
SIP Calculator: Over the past three years, small-cap funds have clocked an annualised return of 39.4%, compared to flexi-cap funds 22.4%, and mid-cap funds 31.1%. So, is it time to shed the risk aversion associated with small caps and make these the crown jewels of your portfolios? Key Points
Economic TimesTop 10 Benefits of Investing in Small-Cap Stocks
You can include small-cap stocks, which are equities of smaller companies, in your portfolio as a sort of stock investment. These equities differ in numerous significant ways from large-cap and mid-cap companies. Key Points
Times of India
Investors prefer small Cap funds amid bullish sentiment
The share of the small-cap folios in the total equity folio increased 269 basis points to 12.2% in June 2023, highest growth among all equity fund categories. The equity folio count was at a record high of 10 crore at the end of the month. Key Points
Economic TimesCanara Robeco mutual fund unveils Canara Robeco multi Cap fund, offering diversified equity investments; details here
An open-ended equity scheme investing across large cap, mid cap, small Cap stocks. Suitable for long-term capital growth. Fund Managers: Mr. Shridatta Bhandwaldar and Mr. Vishal Mishra. Benchmark: NIFTY 500 Multicap 50:25:25 Index TRI. Key Points
mintWhat is the meaning of 'No Cap'? Gen-Z slang explained in simple terms
The Gen-Zers have evolved from LOL and IMAO, and derived their own lingo. Heres the meaning of the newest term ‘No cap. Key Points
Economic Times13 equity schemes offer more than 25% SIP returns in five years
Eight small Cap funds offered more than 25% SIP returns. The list also features two mid Cap funds, one ELSS fund, multi cap, and contra fund. None of the large Cap schemes made it to the list. Key Points
Economic Times8 equity mutual funds have NAV of Rs 1,000. How have they performed?
The schemes were from different categories such as aggressive hybrid, ELSS, flexi cap, large cap, mid Cap fund category. Three flexi Cap funds, two mid Cap funds, a large cap, aggressive hybrid and an ELSS fund had NAVs of more than Rs 1,000. Key Points
Economic Times
Rebalance your equity portfolio with small Cap mutual funds
Despite the underperformance of the equity mutual fund space, small-cap funds have done well in May, outperforming large- and mid-cap peers. Investors who are underweight on small-caps are advised to rebalance their portfolios by investing in them. Small-cap funds have received better inflows compared to mid-cap funds in the last two months, while large-cap funds have recorded net outflows of ₹1,362.28 crore ($184 million) in May. The current traction towards small-cap funds is due to attractive valuations in these stocks after their underperformance, according to Alekh Yadav, Head of Investment Products & Solutions at Sanctum Wealth. Key Points
Economic Times10 SIPs that made equity mutual fund investors rich
The top 10 equity schemes offered XIRR returns of around 17-23% in the 10-year horizon. The XIRR returns were calculated for the period starting from April 10,2013 to April 10,2023. Key Points
Economic TimesWhy is it the right time to invest in equity mutual funds? Look at these numbers
Most of the equity mutual fund categories offered positive returns in the last one month. Many mutual fund managers and advisors say that Indian stocks have become attractive after the recent fall in the market. Key Points
Economic TimesInvestors' wealth rises over ₹12.56 lakh cr in 7 days rally; Sensex up 2,544 pts, Nifty gains 771 pts
BSE-listed equities m-cap stood at over ₹264.51 lakh crore by end of April 11th. But markets are in green since March 29th. There has been a total of seven trading sessions till April 11th, and markets have gained on all of these days. Key Points
mintNFO Alert: All you need to know about WhiteOak Capital Large and Mid Cap Fund
WhiteOak Capital Mutual Fund announced the launch of the WhiteOak Capital Large & Mid Cap Fund. The scheme opened for public subscription on December 01, 2023, and will close on December 15, 2023. Key Points
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Investing in Small-Cap Stocks: Top 10 Tips for Absolute Beginners
An investment in the stock of a company with a market value of less than Rs 5,000 crore is known as a small-cap equity fund. These businesses are young and growing quickly, making them technically fragile and vulnerable to losses in the event of market unrest. Key Points
Times of IndiaInvesting in Small-Cap Stocks: Top 10 Tips for Absolute Beginners
An investment in the stock of a company with a market value of less than Rs 5,000 crore is known as a small-cap equity fund. These businesses are young and growing quickly, making them technically fragile and vulnerable to losses in the event of market unrest. Key Points
Times of IndiaInvesting in Small-Cap Stocks: Top 10 Tips for Absolute Beginners
An investment in the stock of a company with a market value of less than Rs 5,000 crore is known as a small-cap equity fund. These businesses are young and growing quickly, making them technically fragile and vulnerable to losses in the event of market unrest. Key Points
Times of India