Midcap Funds

'Step-up SIP’ helps you to invest more money incrementally, like say when you get an annual salary hike. It converts your SIP from a marathon to a sprint. Under most circumstances, the 'step-up SIP' generates higher returns than the ‘normal SIP’, data shows.

Top 10 stocks that power MC30 equity schemes

MC30 top funds: The top 10 stocks in a mutual fund scheme, especially an equity scheme, holds significance as a higher weight in them dictate fund performance

These 15 high-PE stocks make your midcap funds expensive

Companies that have a high growth potential and return on equity command a higher Price-Earning ratio. That isn’t a bad thing, though. High PE might just indicate good future prospects

Is HDFC Bank a safety net for mid-cap and small-cap funds? Not always

Largecap stocks held by mid-cap and small-cap funds tend to cushion the fall whenever the market corrects. However, it is not a cause of concern for the long term investors

Sensex @ 71,000; How larger asset equity MF schemes tweaked their portfolio

The schemes with larger asset size barring smallcap funds have followed buy and hold strategy and deployed the incremental corpus within their existing stocks holdings

Mid-cap mania: These ULIPs deliver up to 26% returns in the last 5 years

Only five out of 18 mid-cap focussed ULIP funds outperformed the Nifty Midcap 100-TRI over the last five years

Top stocks that smart-beta funds rely on to max returns

With an aim to outsmart basic indices, smart-beta funds combine the prowess of active and passive funds into one. They select the stocks based on a variety of fundamental, technical and other filters. Here’s what smart-beta funds’ models pick, in order to stay ahead of the curve

Samco MF garners Rs 409 crore via Active Momentum Fund NFO, restricts fresh investments

The quantum of funds collected by the fund house through the scheme is significant as it had average assets under management of Rs 815 crore for the June quarter. The AMC is the 37th biggest fund house in the 43-member Indian mutual fund industry

Five themes that are worth investing today: A handy guide by Trideep Bhattacharya, CIO, Edelweiss MF

Bhattacharya believes a balanced approach while picking large, mid- and small-cap funds is good right now, rather than being completely risk-averse

These equity diversified schemes are chart toppers in 2022

Equity schemes with higher allocation to large and midcap stocks delivered better returns than those that also had sizeable exposure to smallcap stocks

Top 10 ULIP Mid-cap funds that deliver up to 208% returns since March 2020 lows

Like mutual funds, midcap funds offered by Unit Linked Insurance Plans (ULIPs) also rallied over the last years since the COVID pandemic broke out. Most of the ULIP midcap funds delivered triple digits absolute returns during the period and rewarded their policyholders handsomely

Simply Save | Make the most of small and midcap funds

Pankaj Tibrewal, Senior Fund Manager, Kotak Mutual Fund, tells Kayezad Adajania, about the many facets of small and midcap funds, on Simply Save, Moneycontrol's very own personal finance podcast, presented by Kotak Mutual Fund

The magic of long-term investing: Mutual funds that have given 4x return in their 15-year SIPs

Most of the schemes in the list have been allocated majorly to mid and smallcap stocks

HSBC Mutual fund makes a second attempt at launching a mid-cap scheme: Should you invest?

The earlier HSBC Midcap Equity Fund fund was launched in 2005, but got converted into a small-cap scheme in 2018 after SEBI's reclassification exercise

How to prepare yourself for wide divergence in performances of funds within the same category

You need a mix of fund strategies in your portfolio. This will help you maximise your ability to earn returns in different market cycles

Small, midcap funds generated better returns than larger peers

A closer look at the performance of equity mutual funds suggests that mid- and small-cap schemes have generated better returns compared to large-cap funds over multiple time frames of three, five, and 10 years.

Choosing funds by Marketcap: Which cap will you put on?

Ignorance is not always Bliss! Many of us do not give importance to Market cap while choosing an equity funds which later most likely impacts our returns. Financial advisor Anil Rego enlightens and guides on choosing the right market cap scheme considering ones risk appetite.

How to manage MF investment in turbulent times!

Do not leave your investment in dwindling market! This could become the biggest mistake of your life. Investor often quit or switch schemes in panic when market tanks. Financial advisor Suresh Sadagopan advises us to stay sturdy and continue with schemes to enjoy good long term return.