Your Questions Answered: I want to invest in small-cap mutual funds. Please elaborate on pros and cons
3 months, 2 weeks ago

Your Questions Answered: I want to invest in small-cap mutual funds. Please elaborate on pros and cons

Live Mint  

Q. I am a lecturer working at a government college in Bhagalpur, Bihar. Key differences between large-cap and small-cap mutual funds Market capitalisation Large-cap : As per SEBI regulations large-cap mutual funds need to invest at least 80% of their corpus in large-cap stocks. Risk and volatility Large-cap : In comparison to mid-cap and small-cap mutual funds, large-cap mutual funds are relatively considered safer and less volatile due to the stability and established nature of the companies. Growth potential Large-cap : In comparison to small-cap mutual funds, large-cap mutual funds offer steady and reliable growth, making them suitable for conservative investors. Small-cap: In comparison to large-cap mutual funds, small-cap mutual funds have the potential for high growth, making them attractive to aggressive investors looking for significant returns.

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As markets stay volatile, investors can explore these mutual fund categories. Check list here
1 week, 5 days ago

As markets stay volatile, investors can explore these mutual fund categories. Check list here

Live Mint  

Financial markets have been quite volatile lately. The latest AMFI data revealed that inflows into equity mutual funds in February declined to ₹29, 303 crore against ₹39,687 crore in January, indicating a noticeable fall of 26 percent. "When market is volatile, retail investors should consider investing in balanced advantage funds, multi asset funds and large cap funds. Investment in these …

Small-cap funds face a higher liquidity risk. But all may not be unwell.
Trending News
1 month ago

Small-cap funds face a higher liquidity risk. But all may not be unwell.

Live Mint  

Several small-cap mutual funds managing large assets will likely need more days than usual to liquidate their portfolios if the need arises, according to the latest stress test data sourced by India’s apex mutual fund body. Belapurkar added that while retail investors in India are spread across many small-ticket investments, which helps reduce liquidity risks, the recent market correction might …

Explained: Why are large-cap mutual funds back in demand
1 month, 2 weeks ago

Explained: Why are large-cap mutual funds back in demand

India Today  

Large-cap mutual funds are regaining popularity among investors as market conditions have become volatile and uncertain. With small-cap and mid-cap stocks experiencing corrections, investors are moving towards large-cap funds, which are considered safer and more stable in volatile times. Large-cap mutual funds invest in companies with a market capitalisation of over Rs 20,000 crore. While long-term investors may choose to …

Mutual Funds: These 7 large-cap funds gave highest returns in the past 10 years. Do you own any?
1 month, 4 weeks ago

Mutual Funds: These 7 large-cap funds gave highest returns in the past 10 years. Do you own any?

Live Mint  

While the stock market is extremely volatile, some conservative investors are contemplating investing in mutual funds, thereby outsourcing their investing decisions to the experts. If you are also one of them, it is important to remember that one of the safest mutual fund categories, among equity, is large-cap funds. Therefore, it is recommended to have a decent exposure to large …

These mid cap, small cap mutual funds beat the benchmark index in past 3 years. Do you own any?
2 months ago

These mid cap, small cap mutual funds beat the benchmark index in past 3 years. Do you own any?

Live Mint  

If you are planning to invest in a mutual fund scheme, it is quite usual to evaluate the past returns of that scheme and compare the same with its rivals in the same category. Mid cap funds For those who are not aware, mid cap mutual funds refer to the schemes which invest at least 65 per cent in mid …

Top Mutual Funds: These are the best small-cap MFs to invest in 2025. Do you own any?
2 months, 3 weeks ago

Top Mutual Funds: These are the best small-cap MFs to invest in 2025. Do you own any?

Live Mint  

Top Mutual Funds: While Indian stock markets remain bullish, analysts point to small-cap mutual funds as appealing investment possibilities. At the forefront of this group are the Bandhan Small Cap Fund, ITI Small Cap Fund, and Invesco India Smallcap Fund. Close behind are Nippon India Small Cap Fund, Quant Small Cap Fund, Tata Small Cap Fund, and Franklin India Smaller …

Best Mutual Funds 2024: THESE equity schemes across market caps delivered highest returns. Check list here
2 months, 3 weeks ago

Best Mutual Funds 2024: THESE equity schemes across market caps delivered highest returns. Check list here

Live Mint  

As the New Year 2025 has commenced, it is the right time to analyse the performance of mutual funds across different categories. Here, we list out the returns posted by equity mutual funds across market capitalisations i.e., large cap, mid cap and small caps. Large cap fund 1-year-return AUM WhiteOak Capital Large Cap Fund 20.73 686.42 DSP Top 100 Equity …

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year
3 months, 1 week ago

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year

Live Mint  

If you are planning to invest in a mutual fund, then it is recommended to examine the past returns of that scheme vis-a-vis other schemes in the same category. Here we list out the schemes which have managed to beat the benchmark returns Large cap funds Large Cap schemes 1-year-return Aditya Birla Sun Life Frontline Equity Fund 24.48 Bandhan Large …

Your Questions Answered: What are arbitrage funds and how are they different from largecap funds?
4 months, 1 week ago

Your Questions Answered: What are arbitrage funds and how are they different from largecap funds?

Live Mint  

Q. I am a civil engineer working with a construction company in Pune, my wife is a scientist working with a bio-medical start-up in Pune. The working mechanism of arbitrage mutual funds involves a few key steps: Market neutral strategy: Arbitrage mutual funds employ a market-neutral strategy, meaning they can generate returns irrespective of market direction. Difference in returns: Arbitrage …

Best mutual funds to invest in large-cap, mid-cap and small-cap categories based on their past 3-year returns
8 months, 1 week ago

Best mutual funds to invest in large-cap, mid-cap and small-cap categories based on their past 3-year returns

Live Mint  

At the time of investing in a mutual fund, investors tend to evaluate the past returns of different schemes in the same category to make a comparative analysis. Large Cap Funds 3-year-return Baroda BNP Paribas Large Cap Fund 20.16 Nippon India Large Cap Fund 24.93 JM Large Cap Fund 21.97 ICICI Prudential Bluechip Fund 21.80 HDFC Top 100 Fund 21.58 …

What are micro-cap mutual funds? All you need to know
1 year ago

What are micro-cap mutual funds? All you need to know

Live Mint  

Smaller enterprises possess a greater potential for rapid growth compared to well-established corporations. Micro-cap mutual funds are specialized investment vehicles focusing primarily on micro-cap companies, usually those with a market capitalization of less than ₹5,000 crore. This is because micro-cap mutual funds may allure investors with the promise of high returns, though the associated risks, particularly amidst elevated valuations, are …

Considering investing in MFs? 9 best large and mid-cap mutual funds to invest in
1 year, 4 months ago

Considering investing in MFs? 9 best large and mid-cap mutual funds to invest in

Live Mint  

Investors seeking a blend of stability from large-cap stocks and growth potential of mid-cap stocks can consider large & mid-cap mutual funds. According to SEBI regulations, large and mid-cap mutual funds must designate a minimum of 35 percent of their assets to equity and equity-related instruments of large-cap and mid-cap companies, respectively. The purpose of this requirement is to maintain …

Mutual Funds: Top-performing large, mid and small-cap funds in last 10 years
1 year, 5 months ago

Mutual Funds: Top-performing large, mid and small-cap funds in last 10 years

Live Mint  

With so many mutual fund houses launching new fund offers every month and the old ones plying in the market to create wealth, many old and new investors are eager to know which of them can help them create wealth. Large-cap funds 10-year returns Nippon India Large Cap Fund 17.94 Mirae Asset Large Cap Fund 17.77 SBI Blue Chip Fund …

Top Mutual Funds: These small-cap funds gave up to 42% returns in just one year
1 year, 5 months ago

Top Mutual Funds: These small-cap funds gave up to 42% returns in just one year

Live Mint  

Small-cap mutual funds have given stellar returns to investors in the last year. With a gain of 42.46 per cent, Quant Smallcap Fund Dir emerged as the top gainer. It was followed by HDFC Smallcap Dir and Franklin India Smaller Companies Fund as per data available on Value Research. 10 small-cap funds delivered the best return in one year Quant …

Your Questions Answered: What is the difference between the flexi cap and multi cap funds?
1 year, 7 months ago

Your Questions Answered: What is the difference between the flexi cap and multi cap funds?

Live Mint  

Q. I am a 32-year-old business owner, running my small business in Ghaziabad. Multi-cap and flexi-cap funds function by investing in a portfolio of stocks that represent different segments of the market. The main difference between multi-cap and flexi-cap funds is the degree of flexibility that the fund manager has in choosing the stocks. However, both multi-cap and flexi-cap funds …

Why Mutual Fund investors are choosing small caps over large and mid-cap funds
1 year, 7 months ago

Why Mutual Fund investors are choosing small caps over large and mid-cap funds

Live Mint  

The small-cap Mutual Fund category has given impressive returns. Hemant Sood, Founder of Findoc said that due to the potential for large gains, small-cap funds have become favourites among mutual fund investors. The Association of Mutual Funds in India data for the month of July showed that small-cap space has got the highest inflow this month also followed by mid-cap …

Investors flock to small cap mutual funds as returns soar
1 year, 9 months ago

Investors flock to small cap mutual funds as returns soar

Times of India  

In the last few years, the small cap mutual funds category has been buzzing. In fact, mutual fund advisors have been asking their clients to invest in small cap funds. Other small cap funds like the Tata Small Cap Fund, the HDFC Small Cap Fund and HSBC Small Cap Fund have given returns of 42.01%, 44.66% and 45.03% respectively in …

Flexi cap mutual funds: Why should you opt for them over multi cap schemes?
1 year, 9 months ago

Flexi cap mutual funds: Why should you opt for them over multi cap schemes?

Live Mint  

Before opting for a mutual fund scheme, investors tend to weigh the pros and cons of different categories of schemes. Here, we give the lowdown on flexi cap mutual funds that offer a significantly high flexibility to fund managers of determining the allocation to different categories of securities on the market cap spectrum. Flexi cap mutual funds are schemes that …

Mid, smallcaps drive equity MFs. Why invest in mutual funds in current market?
2 years, 2 months ago

Mid, smallcaps drive equity MFs. Why invest in mutual funds in current market?

Live Mint  

Equity mutual funds recorded an inflow of over ₹7,300 crore in December driven by huge contributions from small-cap and mid-cap funds. As per AMFI data, inflows in equity mutual funds stood at ₹7,303.39 crore in December. Meanwhile, Akhil Chaturvedi, Chief Business Officer, of Motilal Oswal Asset Management Company added, "Equity funds saw a jump in net inflows to 7.3k crores …

Why you should shift to mutual funds from conventional mode of investment
4 years, 4 months ago

Why you should shift to mutual funds from conventional mode of investment

India TV News  

Mutual Funds for youth: It can be difficult for youth to save money as they face multiple challenges at the start of their career. Mutual Funds For Youth: Selecting Right Scheme Mutual funds have been the topic of attraction for years now, credit the varieties of plans and high returns they give. Mutual funds are a mode of investment where …

Is it time to invest fresh money in small- and mid-cap mutual funds?
6 years, 6 months ago

Is it time to invest fresh money in small- and mid-cap mutual funds?

Live Mint  

Pick small-caps with growth opportunity The fact that mutual fund managers are willing to accept fresh flows after a while indicates that investment opportunities are emerging again. The point is that investors need not bracket all small-cap funds alike but learn to pick out those portfolios that show growth opportunities from here on. But a long-term investor should ignore this …

Small- and mid-cap mutual funds open doors again, but should you invest?
6 years, 6 months ago

Small- and mid-cap mutual funds open doors again, but should you invest?

Live Mint  

The doors are opening up and you may walk if you wish. On Monday, L&T Emerging Businesses Fund, a small-cap mutual fund, started to allow investors to invest lump sum as well as through systematic investment plans with no limits. Taking advantage of a continued correction in small- and mid-cap stocks, mutual fund houses are increasingly looking to invest in …

Both large- and small-cap mutual funds give high returns
6 years, 9 months ago

Both large- and small-cap mutual funds give high returns

Live Mint  

As an investor, you always had the choice between the relative stability and long-term growth of large-cap funds, and the potentially higher returns accompanied by higher volatility of small-cap funds. To get a perspective on higher returns and higher volatility of small caps over large caps, we have taken the BSE 100 index as the proxy for large caps and …

Mid- and small-cap funds are needed for long-term portfolios
10 years, 8 months ago

Mid- and small-cap funds are needed for long-term portfolios

Live Mint  

From a long-term point of view, what is your take on small-cap funds? —Jayesh Funds that invest in smaller companies in the market, categorized as mid- and small-cap funds, should be an essential part of any long-term portfolio. Even so, given that different fund managers use different filters and parameters to select investments, it would be better to go with …

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