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Articles for Multicap

Union Multicap Fund performance review analysis for January
4 hours, 44 minutes ago

Union Multicap Fund performance review analysis for January

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Union Multicap Fund Direct Growth performance review analysis for January: Union Multicap Fund Direct Growth, managed by the seasoned fund managers Harshad Patwardhan,Sanjay Bembalkar, remains a prominent player in the Multi-Cap. This detailed review of Union Multicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral allocation. …

Performance Services Nifty Fund Ratio Multicap Fund Top Holdings
SBI Multicap Fund performance review analysis for January
5 days, 4 hours ago

SBI Multicap Fund performance review analysis for January

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SBI Multicap Fund Direct Growth performance review analysis for January: SBI Multicap Fund Direct Growth, managed by the seasoned fund managers R. Srinivasan,Saurabh Pant,Pradeep Kesavan, remains a prominent player in the Multi-Cap. This detailed review of SBI Multicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such as sharpe ratio and sectoral …

Nifty Ratio Fund Performance Top Holdings Sharpe Ratio Sbi Multicap Fund Sbi Multicap
ICICI Pru Multicap Fund performance review analysis for January
5 days, 4 hours ago

ICICI Pru Multicap Fund performance review analysis for January

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ICICI Prudential Multicap Fund Direct Plan Growth performance review analysis for January: ICICI Prudential Multicap Fund Direct Plan Growth, managed by the seasoned fund managers Sankaran Naren,Anand Sharma,Sharmila D’mello, remains a prominent player in the Multi-Cap. This detailed review of ICICI Pru Multicap Fund evaluates its recent performance, comparing it to the NIFTY 500 index, and analyzes key metrics such …

Performance Nifty Fund Icici Ratio Pru Top Holdings
Will 2025 belong to multi-cap, hybrid funds?
1 month, 1 week ago

Will 2025 belong to multi-cap, hybrid funds?

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Multi-cap and hybrid funds seem to be catching investors’ fancy amid rising market volatility. The reason: In uncertain times, multi-cap and hybrid funds offer stability through diversification, unlike factor and thematic funds, which promise higher returns but are more vulnerable to market fluctuations, according to fund managers. Quest for stability Market participants believe multi-cap and hybrid funds are the best …

India Market Investment Hybrid Funds Investors Fund Funds
Multi-Cap Funds vs Flexi-Cap: Exploring the Distinctions and Implications for Investors
2 months, 2 weeks ago

Multi-Cap Funds vs Flexi-Cap: Exploring the Distinctions and Implications for Investors

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Multi-cap funds in India are gaining popularity due to their diversified approach that covers various market segments. While flexi-cap funds offer flexibility in allocation, multi-cap funds adhere to a 25% minimum allocation to large, mid, and small-cap stocks, providing a balanced approach to growth and diversification. The growing interest in multi-cap funds is driven by market valuations and the preference …

Law Finance Investing Markets
Your Questions Answered: What is the difference between the flexi cap and multi cap funds?
1 year, 4 months ago

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

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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 …

Investing Stocks Market Fund Funds Index Funds Cap
NFO Alert: Bank of India Mutual Fund launches the Multicap Fund; all you need to know
1 year, 11 months ago

NFO Alert: Bank of India Mutual Fund launches the Multicap Fund; all you need to know

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Bank of India Mutual Fund announced the launch of the Bank of India Multicap Fund, an open-ended equity scheme investing in equity and equity-related securities across various market capitalisation. The investment objective of this actively managed equity fund scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity-related instruments across large-cap, mid-cap …

India Market Equity Investment Bank Investors Date
Where to invest: Small cap, mid cap, large cap, or multi-cap funds?
1 year, 11 months ago

Where to invest: Small cap, mid cap, large cap, or multi-cap funds?

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One of the first questions investors ask when they start investing is whether should they invest in large-cap funds, mid-cap funds or small-cap funds, or a mix of all, which are multi-cap and Flexi-cap funds. Nifty 50 Nifty Midcap 50 Nifty Smallcap 50 Standard deviation 24.56% 31.13% 30.01% As expected, the risk measured in terms of standard deviation is lower …

Nifty Funds Invest Small Cap Large Caps
What factors to consider when choosing the right fund to invest in?
2 years, 6 months ago

What factors to consider when choosing the right fund to invest in?

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I am 36 years old and my goal is long-term wealth creation. I have shortlisted a few funds based on market cap, fund manager, fund house and portfolio overlap. The shortlisted funds are - Axis Growth Opportunities Fund, Parag Parikh Flexi Cap Fund, Kotak Multicap Fund, Quant Active Fund, Canara Robeco Small Cap Fund and PGIM India Small Cap Fund. …

Funds Portfolio Multicap Fund
Debt funds get another layer of safety, equity options increase
4 years, 1 month ago

Debt funds get another layer of safety, equity options increase

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The Securities and Exchange Board of India brought in two new regulations recently that aim to enhance the investment experience in mutual funds. While Sebi’s fund categorization exercise gave investors visibility on the credit and interest rate risks in debt fund categories, liquidity risk couldn’t be assessed easily. “The move creates three layers of protection from liquidity risks—cash buffer, liquid …

Debt Risk Liquidity Investors Fund Funds Category
Kotak Standard Multicap to become ’Flexi Cap Fund’, no change in portfolio, investment process
4 years, 2 months ago

Kotak Standard Multicap to become ’Flexi Cap Fund’, no change in portfolio, investment process

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Kotak Standard Multicap Fund, the biggest multi cap scheme holding assets worth ₹29,551 crore will move to 'Flexi Cap Category', the new category introduced by Sebi under equity mutual funds. The new category was announced on Friday, after the mutual fund companies requested Sebi to form a new category, called 'flexi cap' to avoid huge disturbance in the existing multi …

Equity Sebi Category Kotak Flexi Investment Process Multicap Fund
Sebi rule on multi-caps brings investors to the drawing board
4 years, 3 months ago

Sebi rule on multi-caps brings investors to the drawing board

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The Securities and Exchange Board of India’s move to standardize the multi-cap equity fund category has led to a lot of discussions on what it means for the stock market segments and the industry. The multi-cap equity fund category is the second-largest one by assets under management of around ₹1.46 trillion, as on 31 August 2020, according to data from …

Market Risk Mutual Funds Investors Fund Sebi Funds
Nilesh Shah recommends new category to Sebi amid tweaks in multi cap fund rules
4 years, 3 months ago

Nilesh Shah recommends new category to Sebi amid tweaks in multi cap fund rules

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Nilesh Shah, Chairman Amfi and Managing Director, Kotak Mahindra Mutual Fund, has requested Sebi to form a new category, called 'flexi cap' to avoid huge disturbance in the existing multi cap funds amid new portfolio allocation rules. Nilesh Shah discussed the option with distributor partners afew days ago where he said, "We will request them to consider creating a Flexi …

Shah Fund Sebi Nilesh Nilesh Shah Multicap Category
Gold funds or gold ETFs are more liquid options than sovereign gold bonds
4 years, 4 months ago

Gold funds or gold ETFs are more liquid options than sovereign gold bonds

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I want to invest in gold as it is hitting new peaks due to covid-19. Should I go for gold funds or sovereign gold bonds? Also, what would be better: investing a lump sum or systematic investment plans of mutual funds or SGB tranches? I am investing in the following funds via SIPs: ₹10,000 in Mirae Asset Emerging Bluechip; ₹8,000 …

Gold Mutual Funds Fund Funds Small Sgb Gold Funds
You can withdraw your PF without UAN at no extra cost
6 years ago

You can withdraw your PF without UAN at no extra cost

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My mother has been in service since 1997. I am investing ₹ 18,000 through SIPs since nine months in Kotak Standard Multicap ; ABSL Advantage Fund ; Reliance small cap ; Mirae Asset Emerging Bluechip ; and HDFC Hybrid Equity. —Nirav Joshi You currently have five funds which are spread among one fund each in multi-cap, small-cap and hybrid fund …

Fund Funds Category This Category Uan Withdraw Pf Her Pf
All-weather multi-cap funds come in five different styles
6 years ago

All-weather multi-cap funds come in five different styles

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Imagine how comfortable it would be if you had an umbrella that gave you shade on a hot day and warmth on a cold day. The funds focus primarily on the selection of stocks based on its fundamental worth and use the multi-cap tag for exploring investment opportunities across the large, mid- and small-cap space. Over the 3, 5,7 and …

Market Investment Investment Opportunities Fund Funds Portfolio Mid
Choose a multi-cap mutual fund over a mid-cap one
6 years, 1 month ago

Choose a multi-cap mutual fund over a mid-cap one

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I am 38 years old and my monthly salary is ₹ 58,000. I have been investing ₹ 1,000 each in ABSL Frontline Equity Regular G and ICICI Value Discovery Regular G since January 2018. I started another SIP of ₹ 2,000 in SBI Small Cap fund G from 26 August and plan to start an SIP of ₹ 1,000 either …

Fund Portfolio
Go for long-term multi-cap mutual fund investment in your 20s
6 years, 4 months ago

Go for long-term multi-cap mutual fund investment in your 20s

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I am 25 years old and earn ₹ 32,500 per month. I have a term insurance of ₹ 1 crore and medical insurance with a sum insured of ₹ 15 lakh, and a critical illness plan. I have monthly SIPs of ₹ 500 each in L&T Midcap Fund Direct-Growth, Reliance Small Cap Fund Direct-Growth and Axis Long Term Equity Direct …

Insurance Investment Plan Fund
The puzzling existence of large-and-mid-cap mutual fund category
6 years, 6 months ago

The puzzling existence of large-and-mid-cap mutual fund category

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With the recategorisation exercise ended and all fund houses having announced their plans for their schemes, we find a new animal on the mutual funds street—the large-and-mid-cap fund. “Large-and-mid-cap funds are essentially multi-cap funds in a new avatar,” said Nithin Sasikumar, co-founder and head-research, Investography Ltd, a Bengaluru-based wealth management firm. While a majority of erstwhile multi-cap funds have fallen …

Stocks Funds Schemes Category This Category Mutual Fund Mirae Asset Emerging Bluechip