Key Points
Thanks to high valuations and lack of further positive triggers, investors are expected to lower their return expectations from mid and small-cap equity mutual funds (MFs) in the calendar year 2024, reported Business Standard..
Driven by inflows from foreign institutional investors, stable macroeconomic indicators, and robust earnings momentum, the domestic equity market reported its best annual return in calendar year 2023 since 2017..
The data provided by Association of Mutual Funds in India (Amfi) shows that large cap equity mutual funds witnessed outflows of 2,687.2 crore between April and November 2023..
As of December 6, 2023, the average one-year return for 23 small-cap funds was 32.68 per cent, Amfi data suggests..
In contrast, 30 large-cap and 28 midcap funds delivered average one-year returns of 15 per cent and 28.02 per cent, respectively during the same period..
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