Returns were calculated on a time-weighted rate of return basis for the schemes under consideration
Barring a few names, rally may not sustain in the near term
The head of Asia-Pacific equity research at BNP Paribas says a renewed slowdown in consumption and some service sectors can lead to consensus downgrades to Indian earnings estimates
416 stocks shed an average 5.4% and a tenth decline over 10% in just five trading sessions
Multi-cap funds saw the highest outflows among equity funds to the tune of Rs 1,903 crore
On September 11, SEBI said that multi-cap funds will now invest minimum 75 per cent of total assets in equities with 25 per cent each in large cap, mid cap and small cap companies
Though the rally has eased slightly, the m-cap is only 1% shy of a record, despite Nifty being down 6% from its all-time high reached in January
On September 11, the capital markets regulator issued a circular directing multi-cap schemes to deploy at least 25% each in large-, mid-, and small-caps
The recent circular follows the 'true-to-label' concept, but large funds in the multi-cap category may be forced to merge in the absence of sufficient small-cap options
We believe quality Mid & Small caps can deliver significant returns in the next 4-6 months as most institutional investors will try to comply with this new regulation, said Centrum Broking
Kotak Mahindra Mutual Fund MD Nilesh Shah says fund houses will build a consensus and then approach Sebi
These stocks may see better valuation, but stick to firms with good track record
The S&P BSE MidCap Index fell for a second straight year in 2019, even as the main S&P BSE Sensex posted its fourth annual advance
Even as ownership of some of the shareholding categories in NSE-listed firms has moderated, the value of holdings in absolute terms rose for a clutch of investor categories
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
If you were mis-sold this product with the promise of regular dividend, you should exit it
Such funds are holding 70% average allocation to large-caps
Norms on providing margins were issued by the National Stock Exchange of India last week
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
Instead of trying to pick individual stocks, take the mutual fund route