Page 3 - Large-cap Funds
Over half of large-cap schemes lag Nifty100 amidst weak market breadth
17 of 37 schemes beat index's returns of -6.4%, but only 3 were positive
 "Over half of large-cap schemes lag Nifty100 amidst weak market breadth")
Large-cap concentration much higher in India than US, shows data
The top 100 stocks in India account for 77.3 per cent of the Nifty 500 index. In US, the top 100 stocks account for 71.2 per cent of market capitalisation of the S&P 500 index
 "Large-cap concentration much higher in India than US, shows data")
Will Sebi's fatwa for multi-cap funds work? Only the market will determine
Sebi's new diktat says multi-cap equity funds must invest a minimum of 75% in equities, up from 65%, with at least 25% each in large-caps, mid-caps, and small-caps
 "Will Sebi's fatwa for multi-cap funds work? Only the market will determine")
Regulatory management
Sebi's new circular may lead to an avoidable churn in the market
 "Regulatory management")
Equity schemes with sizeable cash holdings likely to see limited gains
According to data sourced from primemfdatabase.com, as many as eleven small-cap schemes held 7 per cent of their asset base in cash at the end of June
Equity scheme investors see relief on returns but likely to remain cautious
Industry participants, however, say the run-up in market prices may not be enough to improve the sentiment of investors
 "Equity scheme investors see relief on returns but likely to remain cautious")
Small-cap funds are witnessing an upswing, are they in revival mode?
One reason for this sound performance is that large-cap funds have done well over the past year and stocks in this segment have become expensive due to a lot of liquidity chasing them
 "Small-cap funds are witnessing an upswing, are they in revival mode?")
Large-cap funds safer investment bet? Investor flows continue to be intact
Even as equity schemes saw investor flows dip to a multi-year low, large-cap schemes continue to find traction among investors
 "Large-cap funds safer investment bet? Investor flows continue to be intact")
Tipping Point: Is this a good time to opt for large-cap funds?
Build a diversified portfolio spread across market caps, instead of chasing only one category
 "Tipping Point: Is this a good time to opt for large-cap funds?")
Tipping Point: Large-cap funds beating mid- and small-caps after a long gap
The bull run in any asset class does not last forever, so investors need to be well diversified
 "Tipping Point: Large-cap funds beating mid- and small-caps after a long gap")
Average one-year category returns for large-cap funds stand at 10.2%
A large proportion of passive funds has, however, beaten actively managed large-cap funds in the last one year
 "Average one-year category returns for large-cap funds stand at 10.2%")