Page 2 - Multi Cap Funds

Quant Active Fund: Long-term outperformance via active portfolio churn

The fund is managed by Ankit Pande, Vasav Sahgal, and Sanjeev Sharma

Multi-cap schemes seen gaining investor favour in recent months

The 'multi-cap' schemes - that invest at least a fourth of their corpus in large-caps, small-caps and mid-caps - have gained investor favour in recent months

Invest in a multi-cap fund for high allocation to mid- and small-cap stocks

Beware that these funds will be more volatile than other diversified equity categories, barring mid-cap and small-cap funds

Multicaps lead third straight month of equity scheme outflows in September

Industry AUM slips below Rs 27 trn in September

MF distributors call for halt on fresh purchases in multi-cap schemes

Switching from one scheme to another is treated as transfer and is subject to capital gains tax

Sebi working on new norms to label risks for various MF categories

Depending on the risk profile, mutual fund (MF) schemes are currently divided into five buckets, ranging between 'low risk' and 'high risk'

Committed to follow Sebi's new norms on multi-cap MF schemes: Amfi

Industry body Amfi has said it is committed to follow market regulator Securities and Exchange Board of India's (Sebi) new regulation on multi-cap mutual fund schemes

Multi-cap funds and the latest Sebi directive

Earlier, the minimum investment in equity and equity-related instruments was 65 per cent of total assets.

Multicap funds with large AUM may face difficulty in re-shuffling portfolio

There is no need for existing multi-cap investors to panic or take any action, despite the likelihood of higher portfolio risk if the regulations are implemented in their present form.

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

Advise investors not to take any knee-jerk action: Kotak MF's Nilesh Shah

Kotak Mahindra Mutual Fund MD Nilesh Shah says fund houses will build a consensus and then approach Sebi

Best of BS Opinion: Loan moratorium, Sebi's order on multi-cap funds & more

Here's a selection of Business Standard opinion pieces for the day

Sebi issues clarification on asset allocation framework for multi-cap MFs

In its latest press release, Sebi noted that some sections of media have reported various views on the circular and various conclusions are being drawn

Tackling Sebi's rules: Don't ignore high risk in mid and small-caps

These stocks may see better valuation, but stick to firms with good track record

Multi-cap funds run the risk of missing out on a broader market recovery

Such funds are holding 70% average allocation to large-caps

Multi-cap funds run the risk of missing out on the mid- and small-cap rally

Schemes have been raising exposure to large-caps, while staying light on mid- and small-caps