Articles for Cap Funds

57% of equity MFs outperformed respective benchmarks in June; Multi Cap Funds lead: PL Wealth Management
5 months, 1 week ago

57% of equity MFs outperformed respective benchmarks in June; Multi Cap Funds lead: PL Wealth Management

Live Mint  

PL Wealth Management found that 57% of equity funds outperformed benchmarks in June, with Multi Cap Funds leading. PL Wealth Management, the wealth management arm of Prabhudas Lilladher, in its latest mutual fund performance analysis, observed that 57 percent of equity funds outperformed their respective benchmarks in June. Source: PL AMFI June data In the previous month, inflows into equity …

Equity Wealth Management Wealth Management Mutual Funds Investors Crore
Mid-cap to small-cap equity schemes - what mutual fund stress test revealed
8 months, 1 week ago

Mid-cap to small-cap equity schemes - what mutual fund stress test revealed

Hindustan Times  

Mutual funds have been growing steadily over the years and as more and more retail investors jump on this bandwagon, things are set to improve further. However, the latest data shows a massive positive change in this small cap indicating it would now take 29 days to liquidate 50 percent of its portfolio and 15 days to liquidate 25 percent. …

Test Small Portfolio 50 Percent Its Portfolio Moneycontrol Cap Funds
Time to worry or an aberration? Small cap funds outflow hits Rs. 94-cr mark, AMFI data shows
8 months, 1 week ago

Time to worry or an aberration? Small cap funds outflow hits Rs. 94-cr mark, AMFI data shows

Hindustan Times  

In what is being seen as a matter of concern, but also an aberration, small cap funds have seen outflows for the first time in 30 months, Association of Mutual Funds in India data shows. AMFI data shows outflows in small caps have happened for the first time in 30 months. SEBI's Cautionary Remark Triggers Changes Notably, AMFI's recent data …

Mark Small Caps Cap Funds Seen Outflows Small Cap Funds
Sebi tough talk sees small cap funds losing Rs 94 crore in March, a first in 30 months: Amfi
8 months, 2 weeks ago

Sebi tough talk sees small cap funds losing Rs 94 crore in March, a first in 30 months: Amfi

New Indian Express  

Mumbai: The market watchdog SEBI's recent warning that there is lot of "froth" in the mid- and small-cap stocks has had small cap funds seeing net outflow of Rs 94 crore in March, a first in the past 30 months, even as the overall mutual fund industry has added Rs 14 trillion taking the total AUM past Rs 53.40 trillion …

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These 7 flexi-cap mutual funds gave over 18% annualised return in past 5 years
11 months ago

These 7 flexi-cap mutual funds gave over 18% annualised return in past 5 years

Live Mint  

Before investing in a mutual fund scheme, investors often weigh the pros and cons of several factors. Here, we list out the top performing flexi cap mutual fund schemes based on their annualised returns in the past five years. The AUM of flexi cap fund category is highest among all equity fund categories such as value, focused, large cap, multi …

Mutual Funds Mutual Scheme Past Return Returns Cap Funds
Your Questions Answered: What is the difference between the flexi cap and multi cap funds?
1 year, 3 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 …

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Alok Kumar Agarwal On Investing In Mutual Funds Based On Market Capitalization
1 year, 5 months ago

Alok Kumar Agarwal On Investing In Mutual Funds Based On Market Capitalization

Deccan Chronicle  

When it comes to investing in mutual funds, understanding the different types based on market capitalization can greatly help in making informed investment decisions. Let us delve into the various types of mutual funds based on market capitalization, namely large cap, mid cap, multi-cap, flexi cap, and small-cap funds so that you can start your investment journey! Large Cap Funds: …

Investing Growth Market Investment Companies Risk Mutual Funds
Investors flock to small cap mutual funds as returns soar
1 year, 6 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 …

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Flexi cap mutual funds: Why should you opt for them over multi cap schemes?
1 year, 6 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 …

Assets Fund Funds Mutual Flexi Cap Flexi Flexi Cap Funds
How to create a corpus of ₹2 cr in 12 years
2 years, 3 months ago

How to create a corpus of ₹2 cr in 12 years

Live Mint  

I am a 43-year advertising consultant and want to build a corpus of ₹2 crore through investments in the next 10-12 years. My mutual fund portfolio includes SIPs of ₹10,000 in SBI Small Cap Fund and ₹7,500 each in Axis Mid Cap Fund and UTI Nifty Next 50 Index Fund. —Name withheld on request To reach an investment corpus of …

Investment Invest 12 Years Cap Funds Your Portfolio
Sectoral funds: Tread with care
2 years, 6 months ago

Sectoral funds: Tread with care

Live Mint  

Over the past year, diversified fund categories such as large cap funds and flexi cap funds have delivered tepid or negative returns, in line with the underperformance of the broader market. While the current market correction may offer a good opportunity to invest, equity investors may be better off treading with caution on sectoral and thematic funds. “While one needs …

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Invested in mutual funds? New rules for multi cap funds explained in 5 points
4 years, 3 months ago

Invested in mutual funds? New rules for multi cap funds explained in 5 points

Live Mint  

Sebi, in a recent circular, has tweaked the asset allocation rules for multi cap funds on Friday. According to the Sebi circular on 'Asset Allocation of Multi Cap Funds', the changes in the portfolio allocation of multi cap schemes have been done to bring diversification. The circular read, "In order to diversify the underlying investments of Multi Cap Funds across …

Fund Funds Allocation Multi Cap Funds Multi Large Cap Multi Cap Fund
Top multi cap equity mutual funds to invest in
4 years, 3 months ago

Top multi cap equity mutual funds to invest in

Live Mint  

Mint50 brings a curated list of top 50 mutual funds on a regular basis to help you build your mutual fund portfolio. Here we present you the top multi cap mutual fund schemes to invest in 2020. Sebi defines a multi cap fund as an open-ended equity scheme investing across large cap, mid cap, small cap stocks. Here are the …

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