HOW TO INVEST IN SMALL CAP
Best small cap mutual funds to invest in July 2024
Small cap schemes invest in very small companies or their stocks. According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks.
Don't be afraid to be bullish, just a bit of hard work and a pinch of patience: 4 smallcap stocks for long term investors
Given how nifty and sensex are moving and market breadth is panning out, it is very likely that we are soon going to enter a phase, where the desire to own small caps would come in the category of “highest”. Another side of the story, when that happens, what will get ignored is that “risks” are also at the highest when bulls are controlling the small cap segment. For all those who still want to take exposure to them, in such times, it would be better to be cautious in selecting the stocks, better to go with buying in smaller quantities and buy stocks where the underlying business has good macro fundamentals. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
Don't be afraid to be bullish, just a bit of hard work and a pinch of patience: 4 smallcap stocks for long term investors
Given how nifty and sensex are moving and market breadth is panning out, it is very likely that we are soon going to enter a phase, where the desire to own small caps would come in the category of “highest”. Another side of the story, when that happens, what will get ignored is that “risks” are also at the highest when bulls are controlling the small cap segment. For all those who still want to take exposure to them, in such times, it would be better to be cautious in selecting the stocks, better to go with buying in smaller quantities and buy stocks where the underlying business has good macro fundamentals. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
Kotak Mutual Fund resumes subscription in Kotak Small Cap Fund
The fund will accept fresh subscriptions through lumpsum investment, systematic investment plan (SIP), systematic transfer plan (STP), frequency or such other special products in the units of Kotak Small Cap Fund.
India Playbook 2024: Where to invest conundrum?
Retail investors favor small-cap stocks due to high returns. Large-caps trade at a valuation discount to small-caps. Domestic ownership prevails in small-caps, with retail investors holding a significant share. Opportunities exist in Finsumption, Capex, and Make in India themes favoring small and mid-cap companies.
How equity mutual funds fare in the first half of 2024?
ETMutualFunds decided to look at the performance of equity mutual fund categories in the first half of 2024 from the data pulled out from ACE MF.
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Quant Mutual Fund crisis: How NAVs have been impacted since Sebi investigation
Investor concerns arise as front-running case impacts Quant Mutual Fund. Despite NAV declines in Quant Healthcare Fund and Quant Commodities Fund, stability is maintained with rising NAVs of Quant ESG Equity Fund and Quant Focused Fund.
Quant Mutual Fund investors withdraw Rs 1,400 crore in 3 days. Should you stop fresh investments, SIPs?
The client withdrawals are among the first indicators of the probe’s impact. The Securities and Exchange Board of India is reviewing alleged front-running trades by Quant Mutual Fund employees, Bloomberg News reported earlier this week, citing people familiar with the matter.
Small cap stock but business opportunity is big: 5 stocks from different sectors with an upside potential of up to 48 %
As nifty touches a new all time high, the desire to look at one's portfolio and see whether it has touched a new high. There is a high probability that if one had a higher exposure to small cap stocks the value of one's portfolio might not have touched a new high. The reason, a large part of the small cap market is in a consolidation mode. This is once again a reminder of the fact that there are phases where small caps will not perform and investing in small caps should be delinked from what is happening in nifty. So, if one is looking for small cap stocks, look at individual basis, which industry they are operating, is the industry size is large and is going to grow, only when Industry has tailwind of growth these players are going to see a growth and when the growth is more than ordinary it is than there is possibility of outsized gains.
Equity mutual funds offer up to 31% return in first half of 2024
In 2024, the midcap category's top performers included ITI Mid Cap Fund, Motilal Oswal Midcap Fund, and ICICI Prudential Midcap Fund, delivering strong returns.
How Quant Mutual Fund schemes performed versus peers, benchmarks in the last one year?
Quant Mutual Fund, which finds itself in the thick of a controversy regarding alleged front-running, is one of India's fastest growing asset managers and has seen its assets under management (AUM) grow by 251% over the last one year versus industry growth of 53%.
How many days will Quant Mutual Fund require to liquidate 50% of its small and midcap portfolio? Check stress test result
According to the stress test results from the Quant Mutual Fund, the trailing 12-month PE ratio for the midcap fund benchmark has risen above its levels from one year ago and two years ago. For the smallcap index, the trailing 12-month PE ratio is higher than it was one year ago and close to its level from two years ago.
Quant MF: Are ‘black box’ quant funds reliable? Should you invest in quant mutual funds?
Most quant funds in India have a track record of only 3-4 years, which is too short to reliably judge their execution capabilities. Within this limited time frame, significant variance can be observed. Despite a few exceptions, most funds have struggled to outperform the market. Quant models, shrouded in secrecy, make it difficult for investors to understand their working and evaluate their reliability.
Equity taxation tweaks, PSU disinvestment among 6 factors that could break markets: Kotak Equities
Indian benchmark index Nifty 50 has surged by 1,682 points or 7.6% since the June 4 debacle, driven by non-institutional investors and select institutional investors, as noted by Kotak Institutional Equities. The market's sentiment remains positive despite potential risks, with a focus on upcoming state elections and regulatory oversight.
Every 2 out of 3 mid and smallcap mutual funds fail to beat benchmarks. Should you still invest?
Mid cap mutual funds offered an average return of 26.09% in the last three years. The mid cap funds are benchmarked against Nifty Midcap 150 - TRI and BSE 150 MidCap - TRI which gave 28.62% and 28.24% respectively in the same time period.
MF Query: How Rs 25,000 per month SIP with 15% annual increase can make you a crorepati in 10 years
If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts.
23 equity mutual funds offer over 60% return in one year. Have you invested in any?
23 equity mutual funds have offered over 60% return in the last year. The top performers were from Quant Mutual Fund. Around 249 equity mutual funds have completed one year of market presence.
Retirement planning: Where to invest to retire at 55
The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals.
When is the best time to start an SIP? Just go on a blind date
An investor should know that the important thing is time in the market not timing the market. If an investor waits for the right time to invest then that could lead to missed opportunities.
How to play MF portfolio in Modi 3.0? Prefer largecap funds over mid & smallcap: Alekh Yadav
We believe that government support, coupled with a favorable monsoon, will lead to an increase in rural consumption, making it a theme we favor.
Quant Smallcap Mutual Fund hikes holding in Adani Power, exits Hindalco, Britannia
Quant Small Cap Fund increased holdings in Adani Power in May. Fund exited stocks like Hindalco, Bharat Electronics, and Britannia, as per ETMutualFunds analysis.
Best small-cap funds to invest: 5 small-cap funds with up to 31.42% returns in 5 years
Nippon India Small Cap Fund Value Research Fund Rating: ***** Net Assets: Rs 45,749.06 crore 3-Month Returns: 4.81% 6-Month Returns: 21.79% 1-Year Returns: 54.99% 3-Year Returns: 33.67% 5-Year Returns: 31.42% Expense Returns: 1.47%
Best small cap mutual funds to invest in June 2024
Small cap schemes invest in very small companies or their stocks. According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks.
Bonds vs stocks: What is the best asset allocation for mutual fund investors post poll results?
Mutual fund investors are advised on asset allocation in the third term of the Modi-led government. Recommendations cover exposure to different assets for conservative, moderate, and aggressive investors, considering factors like risk appetite and investment horizon.
Election results: How mutual fund investors should tweak their investment strategy
ETMutualFunds consults advisors on post-election investment strategy adjustments for conservative, moderate, and aggressive mutual fund investors. Recommendations include gradual equity exposure increase for conservatives, balanced portfolios for moderates, and focus on growth sectors for aggressives, with emphasis on research and risk management.
How top 7 equity MFs performed in the 10 years of Modi government? Here's the list
Mutual fund investors have earned absolute returns of up to 960% in the last 10 years of the Modi government, an analysis of performance showed. Around 195 equity schemes were there in the said period. Here are the top seven, according to data extracted from ACE MF.
3 out of every 4 small cap mutual funds beat their benchmark in 5 years of Modi government
Small cap mutual funds have showcased strong performance against benchmarks during Modi's second term, with around 74% outperforming. However, investing in them requires high-risk tolerance and a long-term horizon due to their volatile nature. Always consider individual factors before investing.
HDFC Small cap mutual fund is lagging behind the index and its peers sharply; what should investors do
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
Two mutual fund schemes turned Rs 10 lakh to Rs 1 crore in 10 years of Modi govt
ETMutualFunds analysis reveals two schemes turning Rs 10 lakh into Rs 1 crore under Modi-led government. Nippon India Small Cap Fund and SBI Small Cap Fund deliver impressive CAGRs. Investors should consider risk appetite and goals before making investment decisions.
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