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Passive Large Cap Funds

Largecap funds: Invest for fair valuations, ability to stabilise portfolio

While mid- and smallcap funds have outperformed, experts recommend maintaining a substantial allocation to largecap funds

Largecap funds: Invest for fair valuations, ability to stabilise portfolio
Updated On : 17 Dec 2024 | 12:13 AM IST

Witnessing J-curve growth, ITI Mutual Fund eyes Rs 1 trillion AUM in 5 yrs

ITI Mutual Fund said that it is at an "inflection point of 'J' curve growth," aiming to reach an AUM of Rs 1 lakh crore within the next five years, driven by India's robust macroeconomic fundamentals. A J-curve illustrates a trend that initially dips sharply before rising dramatically. As of July 2024, the company's AUM grew nearly 90 per cent year-on-year to Rs 8,763 crore. "India remains in a golden spot on the world map, with expected growth outpacing most global economies, presenting strong opportunities for the mutual fund industry," Rajesh Bhatia, Chief Investment Officer of ITI Mutual Fund told PTI. Bhatia said, "Given India's growth story, expanding at 7-8 per cent annually, it's the fastest growing among countries of its size and the most predictable. Many international observers would bet on India as having the highest growth potential over the next 5-10 years." "In this context, we are at an inflection point of 'J' curve growth, which positions us to scale dramatically.

Witnessing J-curve growth, ITI Mutual Fund eyes Rs 1 trillion AUM in 5 yrs
Updated On : 18 Aug 2024 | 11:53 AM IST

'Tax relief for the middle class will be a big positive for the markets'

Nifty is comfortably trading at 15-year average PE of 19.2x. As long as valuations are not frothy in large caps, there's not much to worry about, said Siddharth Vora of Prabhudas Lilladher

'Tax relief for the middle class will be a big positive for the markets'
Updated On : 19 Jul 2024 | 1:55 PM IST

Foreign flows into India large-cap funds continue ahead of exit poll result

The majority of these investments are being directed towards the top 100-120 large cap companies in India. Interestingly, inflows into mid and small-cap funds have ceased since November 2023.

Foreign flows into India large-cap funds continue ahead of exit poll result
Updated On : 03 Jun 2024 | 12:12 PM IST

How to invest your money in a volatile market? Motilal Oswal draws up a plan

MOPW recommends a focus on Large Caps and Multicap funds for new equity investments

How to invest your money in a volatile market? Motilal Oswal draws up a plan
Updated On : 22 Mar 2024 | 10:12 AM IST

Best large cap equity fund award goes to ICICI Prudential Bluechip: Check full list here

These awards are determined by a combination of risk-adjusted medium- to long-term performance track records and Morningstar's forward-looking rating for funds.

Best large cap equity fund award goes to ICICI Prudential Bluechip: Check full list here
Updated On : 21 Mar 2024 | 12:23 PM IST

'Steady comeback of FII flows likely to support large-cap stocks this year'

Mid and small-cap stocks could go through higher volatility, and one should be selective within them.

'Steady comeback of FII flows likely to support large-cap stocks this year'
Updated On : 05 Feb 2024 | 1:09 PM IST

All you need to know about White Oak Capital's new large and mid-cap fund

WhiteOak Capital Large & Mid Cap Fund will predominantly invest in Large and Mid Cap stocks with an aim to create a factor diversified balanced portfolio with high active share

All you need to know about White Oak Capital's new large and mid-cap fund
Updated On : 29 Nov 2023 | 6:23 PM IST
Updated On : 17 Nov 2023 | 10:04 PM IST

See greater comfort in largecaps compared to small and midcaps: UTI AMC CIO

Subramaniam says pharmaceutical and healthcare sectors are reasonably valued and are showing incremental improvements in their balance sheets

See greater comfort in largecaps compared to small and midcaps: UTI AMC CIO
Updated On : 18 Oct 2023 | 10:36 PM IST

Full list: Top performing large-cap equity funds in the last 10 years

Large-cap funds, by market regulator Sebi's mandate, must invest at least 80 per cent of their assets in large companies.

Full list: Top performing large-cap equity funds in the last 10 years
Updated On : 18 Oct 2023 | 12:30 PM IST

58% large cap index funds fail to beat underlying indices in first half

Large index funds continued to underperform in the first half of 2023 with 58 per cent large cap funds failing to beat their underlying indices and the overall underperformance being as high as 85.2 per cent. According to S&P Dow Jones Indices -- a leading index provider globally -- the underperformance rates for the domestic equity and bond mutual funds have been elevated over the past three- and five-year periods. Based on the varying performance of active managers across different fund categories, most equity large-cap funds failed to beat their benchmarks, with 58 per cent of actively managed funds underperformed on the S&P BSE 100 in the first half of 2023. In the fixed income fund category, while the BSE India government bond index rose 4.7 per cent in the first six months, fewer than one-sixth of active bond fund managers beat the benchmark during the period, with an underperformance rate of 85.2 per cent. But fewer funds performed badly as tenure, with underperformance

58% large cap index funds fail to beat underlying indices in first half
Updated On : 10 Oct 2023 | 11:35 PM IST

India equity MF inflows drop in July as large-caps drag: Industry data

While the benchmark Nifty 50 rose 2.94% in July, it was outpaced by a 5.5% gain in the Nifty mid-cap 100 and an 8% increase in the Nifty small-cap 100. All three indexes hit record highs that month

India equity MF inflows drop in July as large-caps drag: Industry data
Updated On : 09 Aug 2023 | 6:07 PM IST

Large-cap, small-mid and flexi cap: Best, worst performers in June quarter

The Assets Under Management for the large-cap equity category regained its peak, with assets totaling Rs 2,59,583 crore, as of June 2023. said Morningstar.

Large-cap, small-mid and flexi cap: Best, worst performers in June quarter
Updated On : 08 Aug 2023 | 11:01 AM IST

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 a broader market recovery
Updated On : 15 Jan 2020 | 10:41 PM IST

Stay diversified with multi-asset funds, invest with 5-10 years in mind

But investors who want the flexibility to alter their asset allocation may avoid these 3-in-1 funds

Stay diversified with multi-asset funds, invest with 5-10 years in mind
Updated On : 07 Jan 2020 | 3:09 AM IST

Passive funds make good bets as large-cap schemes strain to beat the index

New launches within the passive-fund domain have made it possible to build a complete portfolio out of such products

Passive funds make good bets as large-cap schemes strain to beat the index
Updated On : 10 Nov 2019 | 8:15 PM IST

MFs focus on large-cap in Q2, markets bet on public sector companies

Fund managers say PSUs look attractive as valuations are cheap and possibility of strategic sales offers room for value unlocking

MFs focus on large-cap in Q2, markets bet on public sector companies
Updated On : 05 Nov 2019 | 11:59 PM IST

Short-term volatility is a friend of the long-term investor: Sundaram MF MD

India is going to be the next China. It will be a foreign flow magnet, says Sundaram Mutual Funds MD Sunil Subramaniam

Short-term volatility is a friend of the long-term investor: Sundaram MF MD
Updated On : 31 Oct 2019 | 12:57 AM IST

Shift 20-25% of your equity fund exposure to passively-managed funds

A variety of factors have led to the underperformance by actively-managed large-cap funds

Shift 20-25% of your equity fund exposure to passively-managed funds
Updated On : 18 Oct 2018 | 5:31 AM IST