Though investors are rewarded by these schemes handsomely, many investors still think twice before investing in a mid-cap or small-cap mutual fund scheme, because of the fear of intermittent drawdowns.
The conclusion drawn from January's data is that investors still have confidence in the Indian economy and markets, and they have taken advantage of the recent decline to average their positions
Midcap and smallcap funds have been wealth creators over the long run. However, it is crucial for small investors to be cautious when investing in mid and smallcap funds depending on their risk tolerance. Here we elucidate how small investors can approach mid-cap and smallcap funds
Equity mutual fund schemes that had relatively higher exposures to select PSU, finance, power, construction, defence, and automobiles stocks delivered better returns in FY24
Investors are pouring money into mid-and small-cap funds reflecting an increase in risk appetite among retail investors
With the economic environment likely to become even worse before improving, a setback to retail participation in the markets may happen, but it will be temporary
Increased inflows into large-cap stocks led to valuation running up
Mid and small-cap mutual fund schemes have delivered negative 6 percent returns during in one-week period ended May 25 under performing the large cap fund category
Fund managers with good track record have been quietly trimming their exposure to stocks as markets run up.
While comparing funds never compare large cap funds with mid cap funds.
Investment advisors caution against putting fresh money in small and mid-cap funds given their high valuations and also due to concerns over liquidity.
CY2017 begins after a chain of events that has changed the investment landscape for Indian investors. It is better to take an informed decision than just chasing winners in the past.
Midcaps have been the best performer for most part of the last two years. However, of late, they have emerged as volatile bets. This makes one rethink about this mid cap exposure.
Understanding the nuances of investing in mutual funds requires hard work and the returns take on a learning curve. With meticulous planning, the rewards from mutual funds will far outweigh the required efforts.
As per CRISIL Research latest report, Mid caps funds were much stable delivering high returns and being less volatile than its counterpart Large cap.
As per CRISIL Research's study, funds in the mid cap domain delivered not just better returns but were also less volatile as compare to its peer Large cap.
Sundaram Select Midcap is focused on the mid cap space and has a decade long track record of its performance and history for the investor to consider. According to Arnav Pandya, investors with long -term investment horizon should consider the fund for investing.
Sharekhan in its latest report has identified the best equity-oriented schemes available in the market today based on the following five parameters: the past performance as indicated by the one, two, and three year returns, the Sharpe ratio and Information ratio.
SIP comes with easy savings and good returns. This one factor has led to the popularity of SIP funds. With the growing popularity of SIP, Sharekhan recognizes the best five equity SIP funds available in the market today based various parameters.
With the rising popularity of SIP, Sharekhan picks out the best equity scheme for SIP investment.