Business Standard

Mid- And Small-cap Funds

Better risk-reward, FPI flows augur well for LargeCap MFs in 2024: Analysts

Valuation is comfortable for large-caps, but there is little margin of safety in the broader market categories, analysts said

Better risk-reward, FPI flows augur well for LargeCap MFs in 2024: Analysts
Updated On : 02 Jan 2024 | 10:59 PM IST

Majority large-Cap equity MFs fall behind benchmark in 2022: S&P Dow Jones

Majority of Indian Large-Cap equity mutual funds failed to beat the benchmark, with 88 per cent of actively managed funds underperforming the S&P BSE 100 in 2022, according to new study by S&P Dow Jones Indices released on Tuesday. In the same period, the benchmark for Indian Equity Mid-/Small-Cap funds -- the S&P BSE 400 MidSmallCap index -- rose 2 per cent in 2022, and 55 per cent of active managers underperformed the index over that period. Further, S&P BSE 200 grew by 6 per cent in 2022, and 77 per cent of Indian ELSS (equity linked saving schemes) funds underperformed the index. According to S&P Indices Versus Active (SPIVA) Funds India Scorecard for 2022, Indian Composite Bond funds fared the best, with 45 per cent underperforming the S&P BSE India Bond index. "Indian markets fared far better than most global markets in 2022, although main equity and fixed income benchmark indices dropped in H1, they staged a remarkable recovery in the second half of the .

Majority large-Cap equity MFs fall behind benchmark in 2022: S&P Dow Jones
Updated On : 11 Apr 2023 | 5:55 PM IST

Investing in mid-, small-cap funds? Investors must tread with caution

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

Investing in mid-, small-cap funds? Investors must tread with caution
Updated On : 29 May 2022 | 10:49 PM IST

Small-cap schemes dominate pure-play equity mutual fund returns

On an average, small-cap funds have generated annualised returns of 67.5 per cent in the last two years

Small-cap schemes dominate pure-play equity mutual fund returns
Updated On : 16 Apr 2022 | 6:08 AM IST

Fund houses launch mid-, small-cap NFOs as valuations turns attractive

Axis MF, Navi MF and Mirae Asset MF are among fund houses to roll out passive funds focused on mid- and small-cap themes.

Fund houses launch mid-, small-cap NFOs as valuations turns attractive
Updated On : 24 Mar 2022 | 10:25 PM IST

Small-cap funds deliver by reverting to mean: Here're the 5 best performers

The category is volatile; take limited exposure to funds with quality portfolios

Small-cap funds deliver by reverting to mean: Here're the 5 best performers
Updated On : 03 Jun 2021 | 6:10 AM IST

17 of 24 small-cap funds deliver more than 100% returns in one year

These funds account for Rs 56,000 crore of category assets worth Rs 71,700 crore

17 of 24 small-cap funds deliver more than 100% returns in one year
Updated On : 16 May 2021 | 8:25 PM IST

Despite Covid-19 crisis, mid- and small-cap funds see big gains in 2020

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

Despite Covid-19 crisis, mid- and small-cap funds see big gains in 2020
Updated On : 28 Dec 2020 | 11:59 PM IST

Weigh your options before going passive on mid- and small-cap equity funds

The majority of active funds still outperform their benchmarks and passive funds don't have a long track record in these two segments

Weigh your options before going passive on mid- and small-cap equity funds
Updated On : 07 Oct 2020 | 10:19 PM IST

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?
Updated On : 29 Jan 2020 | 11:38 PM IST

Equity flows inch higher as investors pump money to make most of correction

Total flows into MFs up 13% to Rs 9,152 crore; Small-cap funds see 56% surge

Equity flows inch higher as investors pump money to make most of correction
Updated On : 09 Sep 2019 | 10:32 PM IST
Updated On : 21 Aug 2019 | 10:47 PM IST

Tipping point: Has your small-cap fund beaten its category average?

The S&P BSE Small-cap Index has fallen 24.78 per cent year-to-date (YTD)

Tipping point: Has your small-cap fund beaten its category average?
Updated On : 26 Dec 2018 | 2:28 AM IST

Have an exit strategy for mid- and small-cap funds

In the current market, there's a high interest in mid- and small-cap companies

Have an exit strategy for mid- and small-cap funds
Updated On : 18 Jun 2017 | 11:00 PM IST