Mid Cap Funds

The study also shows that over 50 per cent of the active flexi-cap schemes have not been able to beat the benchmark Nifty 500 TRI in 1-year, 3-year and 5-year time frames

They will outperform if GDP, earnings growth sustain, but global risks pose threat

Barring the past few months, small-cap and mid-cap funds outperformed significantly, compared to other categories until the start of calendar year 2022

Enter gradually, raise exposure once funds have developed track record

Twenty-five of 46 such schemes, or 54 per cent, outperformed the benchmark indices

Demand to improve as IT spending is expected to increase across sectors

Sebi's new circular may lead to an avoidable churn in the market

Since March 23 market lows, small-cap funds have given nearly 52% returns

The investment objective of the scheme is to generate capital appreciation by investing predominantly in mid-cap companies

Industry participants, however, say the run-up in market prices may not be enough to improve the sentiment of investors

But investors who want the flexibility to alter their asset allocation may avoid these 3-in-1 funds

At present, the market is favouring very select quality stocks that have managed to maintain their earnings even in difficult economic circumstances

The investor should also be able to evaluate the quality of the promoter-his background, competence level, and even his hunger to make it big

Instead of trying to pick individual stocks, take the mutual fund route

Stick to high-valuation blue chips or switch to low-valuation big stocks, or small caps?

India is going to be the next China. It will be a foreign flow magnet, says Sundaram Mutual Funds MD Sunil Subramaniam

Broader market indices hit 2.5-year lows after falling over 11% in July

The fund has consistently outperformed the benchmark (S&P BSE MidCap TRI) and its peers

Here are some large-cap funds you can choose from

With category average returns of 16 per cent in the past year, mid-cap funds are the favourites of small investors today. But, you need to pick the right fund. As data show, the best-performing fund has returned 26.75 per cent and the worst-performing one has gained a measly 2.3 per cent. Investors should aim at picking a consistent performerRelative to large-caps, the mid-cap universe also has a higher degree of variation in quality of business. Mid-cap companies offer better growth opportunities but are also characterised by a higher degree of volatility in performance. This leads to commensurate volatility in their asset prices as well.A long-term investment horizon and a disciplined and consistent investment philosophy using the systematic route help in exploiting this combination of better growth, higher volatility and a more heterogenous mix.Understand the risk-return trade-off. Invest through time-tested funds that have shown consistency in their investment style.