Business Standard

Avoid drastic shift away from large-cap, into mid-, small-cap funds

Stick to strategic allocation; keep tactical deviations within a narrow range

mutual funds, MFs
Premium

Karthik Jerome

Listen to This Article

According to year-to-date data available up to the end of July, investor preference has swung away from large-cap funds and towards mid-cap and small-cap funds. Large-cap funds have witnessed outflows of Rs 3,258 crore, while mid-cap and small-cap funds have attracted Rs 11,932 crore and Rs 22,040 crore, respectively, according to data from the Association of Mutual Funds in India (Amfi).

Market experts recommend that investors avoid getting swayed by recent performance trends and instead focus on an allocation that aligns with their risk appetite.

Says S Naren, executive director & chief investment officer, ICICI Prudential Asset Management Company, “Investors

Don't miss the most important news and views of the day. Get them on our Telegram channel

First Published: Aug 24 2023 | 7:20 PM IST

Explore News

To read the full story, subscribe to BS Premium now, at just Rs 249/ month.

Key stories on business-standard.com are available only to BS Premium subscribers.

Register to read more on Business-Standard.com