Page 3 - Mid Cap Small Cap

SBI MF, DSP MF open small-cap funds for lump sum flows amid correction

Lump sum investments are tactical infusions one can make at any point, based on his view. They differ from SIPs in which investments are made on a monthly basis

Why retirees should opt for savings scheme, and not aggressive hybrid funds

If you were mis-sold this product with the promise of regular dividend, you should exit it

Multi-cap funds run the risk of missing out on a broader market recovery

Such funds are holding 70% average allocation to large-caps

New margin norms imposed by NSE may hit mid, small cap segments hard

Norms on providing margins were issued by the National Stock Exchange of India last week

Sensex at all-time high, but real returns across asset classes just over 2%

In contrast, the previous decade (2000-2009) saw double digit nominal returns for stocks and gold while average inflation was at 5.55 per cent

It's time to focus on mid- and small-caps

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

MFs focus on large-cap in Q2, markets bet on public sector companies

Fund managers say PSUs look attractive as valuations are cheap and possibility of strategic sales offers room for value unlocking

Surprising number of smaller companies have outstanding depository receipts

The finance minister recently announced a liberalisation of depository receipts, an instrument which can be used by Indian companies to raise capital abroad

Tipping point: Are you getting impatient with your small-cap fund?

Over the past year, small-cap funds have given a category average return of -15.9 per cent

Mid-, small-cap funds continue to disappoint investors amid market meltdown

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

Investors prefer 'safety' of large-cap schemes; redemptions down in June

According to fund managers, betting big on mid- and small-caps at this juncture can be fraught with risks