Page 2 - Midcap

Smallcap funds sit on over Rs 15,000 crore dry powder, shows data

High cash holdings in MF portfolios indicate deployment challenges and fears of a price correction

Investor should rebalance portfolio after surge in value fund returns

Investors must blend growth and value styles, enter with minimum five-year horizon

Small, midcap valuation premium over benchmarks shrinks, shows data

The long-term data, however, suggests the mid and small stocks have on most occasions traded at a premium to the benchmark index

Top Indian asset manager stress tests show delays in exiting small caps

A delay in exiting holdings of such stocks could defer the return of funds to investors, who expect to receive their money back within two to three days, as per current industry practice

Top Indian asset manager stress tests show delays in exiting smallcaps

India has 27 smallcap funds and 24 midcap funds, managing Rs 2.4 trillion ($28.93 billion) and Rs 2.1 trillion respectively

Nippon Mutual Fund releases small, midcap fund stress-test report

The top 10 investors in the smallcap and midcap schemes have an aggregate holding of 1.54 per cent and 0.91 per cent, respectively

Equity markets not in a serious bubble territory, says Uday Kotak

His comments come at a time when the smallcaps and midcaps have seen a sharp fall in the last three consecutive trades

Small, midcap stocks sink further to log their biggest fall in two years

Analysts said elevated valuations in the small and mid-cap segment have been a concern for a while, but the strong message and the recent action by the regulator intensified the selling pressure

ICICI Prudential Mutual Fund first to restrict flows into midcap fund

The move comes after Sebi raised concerns about the build-up of froth in the midcap and smallcap space

Stress tests by AMCs: Risk metrics of small, midcap funds in focus

MFs to release info on investor concentration & portfolio turnover ratio

MFs told to disclose stress-test reports of mid, smallcap schemes

The reports, which will also be published on Amfi's website, will have to be disclosed every 15 days

Mirae Asset Mutual Fund seeks Sebi's approval for mid, smallcap funds

While the industry has always had large and midcap funds, there is no scheme that offers exposure only to mid- and smallcap stocks

Sebi asks mutual fund houses to protect investors in small, midcap schemes

Capital markets regulator Sebi has asked mutual fund houses to put in place a framework to safeguard investors, who invested in smallcap and midcap schemes, amid a "froth building up" in these categories. Also, the regulator has suggested steps such as restrictions on inflows in these segments, portfolio rebalancing, and laying guidelines to safeguard investors from the first-mover advantage of redeeming investors. This came in the backdrop of strong flow in the small and midcap schemes of mutual funds over the last few quarters. In a communication to Association of Mutual Funds in India (AMFI) on Tuesday, Sebi asked the industry body to inform trustees of all the mutual fund houses to frame a policy to protect the interest of investors of smallcap and midcap schemes. "In the context of the froth building up in the small and mid-cap segments of the market and the continuing flows in the small and mid-cap schemes of mutual funds, trustees, in consultation with unitholder protection

Limit flows into midcap, smallcap mutual funds: AMFI asks asset managers

AMFI made the request in a letter dated February 27, which has not been previously disclosed. It came following a communication from India's market regulator

An antidote to bear market pessimism

The author of The Joy of Compounding has come up with another essential reading for all investors keen to master a strategy for navigating through severe bear markets

Mid and smallcaps carve out a bigger slice of mutual fund portfolio pie

Flexicap, ELSS, and multicap schemes have piled on more mid and smallcap flavour since March

Mutual fund reclassification rules: 6 years in, rolling with the best

Even as Sebi's classification norms for MF schemes approach six years of completion, we examine the three-year rolling returns of schemes in the top categories to identify the best performers

Smallcap, midcap funds face risk of mean reversion: DSP MF MD & CEO

Data shows that markets may have mispriced the disinflationary trend that is gaining traction along with a stable demand and supply situation for government bonds, said Parekh

Street signs: Nifty's next pit stop, grey market premiums decline, and more

On Tuesday, the NSE Midcap 100 and Nifty Smallcap 100 logged their biggest declines since December

Analysts cautious on mid, smallcaps; await earnings catch-up

Analysts remain cautious on mid-and-smallcap segments and suggest earnings need to catch up before the stocks start to recover