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May 27, 2023 10:31 AM IST The HDFC Defence Fund’s benchmark is the Nifty India Defence Index, which has 13 defence and allied sector stocks from the large, mid, small and micro-cap segments. Some of them may be part of the scheme’s portfolio
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May 10, 2023 08:37 AM IST Overall market sentiment for one. Appetite for risk among HNIs has gone up with the Nifty now within sight of a record. The matter of expensive valuation remains though
- May 08, 2023 07:50 AM IST
Besides debt, commodities, and REITs & InvITs, multi-asset allocation mutual funds mainly invest in equities from different market capitalisation categories. They held about 13 percent of their equity portion in midcap stocks
- April 19, 2023 10:10 AM IST
Midcap stocks continued to do well in a bearish market for the second day in a row, indicating that wealthy investors have begun sniffing around for bargains
- April 10, 2023 07:51 AM IST
Fund managers are holding these lethargic stocks in their portfolio believing that these businesses will play out well in the future
- March 20, 2023 08:50 AM IST
Large & midcap mutual fund schemes, a relatively new category that SEBI formed in 2018, aims to achieve growth with lower volatility by combining the established and emerging businesses
- March 02, 2023 07:32 AM IST
Correction in the midcap space provided an opportunity to take fresh position in the beaten down stocks
- February 03, 2023 08:52 AM IST
The provisions announced in the Union Budget 2023 will benefit companies engaged in the Cement, Metals, Engineering, road and railways sectors
- January 22, 2023 01:16 PM IST
Though largecap schemes must hold 80 percent in largecap stocks, they can invest the remaining in cash or midcap and smallcap stocks. Midcap stocks tend to spice up returns for largecap funds, thus helping them outperform the benchmarks
- January 12, 2023 09:13 AM IST
As a category, ULIP midcap funds outperformed the mutual funds’ midcap category in 2022
- January 10, 2023 08:38 AM IST
Since the performance of these funds are cyclical in nature, their portfolios are constructed in a way that that not only to capitalize the opportunities when the sectors or theme perform well but also contain the loss well when they undergo rough paces
- January 05, 2023 01:12 PM IST
Especially, midcap schemes are more likely to add these stocks in their portfolio to adhere to the regulator’s mandate of holding at least 65% of the assets in the midcap universe
- January 04, 2023 08:32 AM IST
Some 66 stocks on the Nifty Midcap 150 index delivered positive returns in 2022. The Nifty 50-TRI gained 6 percent, while Nifty Midcap 150-TRI clocked 4 percent rise
- December 16, 2022 02:50 PM IST
The broader market has witnessed a significant sell-off today after weeks of outperformance against their largecap peers. Watch as Santo and CJ debate if the rally in small and midcap stocks is nearing its end or is today just a blip. Also, the duo share their thoughts on Apollo Tyre, ONGC and Dr Reddy's stocks.
- December 13, 2022 01:16 PM IST
In the last 1-year period, value funds have given a return of 7.4 percent, as opposed to 2.4 percent by diversified funds. Value strategy tends to outperform growth and momentum strategies during rising interest rates and slower economic growth such as the current one
- December 07, 2022 02:34 PM IST
Since mutual fund managers advocate long-term investing, it pays if such funds hold on to their underlying shares for the long-term. Funds with a low portfolio turnover do just that. And here’s what they bought recently.
- November 13, 2022 07:21 AM IST
There are nine ESG-focused mutual fund schemes in India so far with collective assets under management worth Rs 11,122 crore. While they focus mostly on large-cap companies, ESG funds hold midcap and smallcap stocks too
- October 06, 2022 08:20 AM IST
Sharp rise in prices of these small-cap stocks resulted in multi-fold increase in their market capitalisation, which in turn, marked their entry into the mid-cap space
- August 31, 2022 02:10 PM IST
Allocation to midcap stocks aside, tax benefits under Section 80C and Subsection 80CCD (1B) also make National Pension System attractive
- September 06, 2022 09:40 AM IST
Over the past decade, the PMS industry has added 63,550 clients and their AUM have grown to Rs 2.5 lakh crore, from Rs 22,614 crore in June 2012. Here are a few leaders of the pack under the small & midcap category.
- August 21, 2022 10:56 AM IST
Like mutual fund schemes, ULIP mid-cap funds offered by insurance companies have paid off, if you held on to them for the long term
- August 07, 2022 09:06 AM IST
The auto sector category has raced to the top of the mutual fund return charts over the last 12 months. We look at the top picks added by schemes in the category recently
- August 07, 2022 12:38 PM IST
Quality midcap stocks have helped fund managers to deliver better return over long run. Here are the top midcap stocks of the largest mutual fund houses
- July 22, 2022 09:21 AM IST
There are two mutual fund (MF) schemes that follow the momentum strategy by keeping an eye on the market trends for faster returns. To reduce fund manager risks, these come wrapped in a factor-based approach. UTI Nifty200 Momentum 30 Index Fund and Motilal Oswal Nifty 200 Momentum 30 ETF are the two MF schemes that follow this strategy
- June 06, 2022 03:09 PM IST
Here's a list of multibagger stocks that mutual funds continue to hold even though they delivered huge returns over the last two years. Fund managers feel that these stocks still have the potential to generate additional returns
