India’s market regulator has asked the country’s asset managers to give investors more information about the risks associated with their small and mid-cap funds, according to a fund manager and two people with knowledge of the matter. Small and mid-sized funds have seen high inflows, causing concern among authorities about how they would hold up …
As bulls continue their run on Dalal Street, retail investors have more reasons to cheer than one. Sceptics may say that the music may stop anytime, but the optimists argue that it is hard to stop dancing when the music is still on. Both benchmark indices have hit their lifetime highs in quick succession on numerous occasions in …
The net inflow to equity mutual funds fell to ₹15,536 crore in the month of November from ₹19,957 crore in October, revealed the AMFI (Association of Mutual Funds in India) data for the month of November. The number of systematic investment plans (SIPs) exceeded ₹17,000 crore for the first time. The SIP book for the …
According to the study, passive funds have seen a substantial increase in their AUM, surging from a modest 1.5 per cent in 2015 to over 17 per cent. Nevertheless, equity funds dominated with the largest share at 54 per cent, followed by debt at 32 per cent, hybrid at nine per cent, and the remaining …
Actively managed funds have long been at the centre of debates within the investment community, with proponents and critics offering contrasting perspectives. One key aspect of this debate is the performance of actively managed funds compared to index funds, and the SPIVA (S&P Indices Versus Active) report for Indian equity provides valuable insights into this …
Small cap mutual funds received a thumbs up from retail and institutional investors, thus pushing the total inflows in the first six months to the tune of ₹22,048 crore. The AMFI (Association of Mutual Funds in India) data shows this to be highest among mutual fund categories based on the market capitalisation. These (small caps) …
Small-cap mutual funds have given stellar returns to investors in the last year. With a gain of 42.46 per cent, Quant Smallcap Fund Dir emerged as the top gainer. It was followed by HDFC Smallcap Dir (41.51 per cent) and Franklin India Smaller Companies Fund (up 37.82 per cent) as per data available on Value …
In the dynamic world of investments, one often hears the phrase, ‘timing is everything’. While timing can certainly be a powerful ally in the realm of small-cap funds, it’s not the only strategy that can lead to success. In fact, for many investors it can be elusive and, more often than not, just out of …
Over the last few months, large-cap funds have seen sizeable outflows, while mid-cap and small-cap funds have been witness to robust inflows. As per the October 2017 definition of market regulator Securities and Exchange Board of India, large-cap funds could invest in companies with a market-cap of over ₹29,000 crore; however, as the market expanded, …
The small-cap Mutual Fund category has given impressive returns. Irrespective of the time horizon of an investor, small-cap mutual funds have grown investors’ wealth many-folds. Market experts say that in the long term, this MF category is capable of giving the maximum return on one’s money. This is because it moves faster than large-cap, and …