SMALLCAP CATEGORY
Weekly Top mid and smallcap picks: These mid and smallcap stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analysis, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools - earnings, fundamentals, relative valuation, risk and price momentum.
Why has Kotak re-initiated inflows into smallcap fund? Harish Bihani explains
There is FOMO in certain sectors and themes across caps and not only in smallcaps. Harish Bihani thinks there is scope for identifying ideas and deploying large sums of money in the smallcap category. The probability of any event specific to India disrupting the market is low at this point and they thought that it was an opportune time to reopen the fund
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".
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.
495% returns! Quant Mutual Fund No. 1 in smallcap category in last 5 years
Quant Mutual Fund has received inquiries from Sebi in the suspected front-running case. The market regulator has seized mobile phones, computers and other digital devices while raiding Quant's Mumbai headquarter and the Hyderabad premises of suspected beneficiaries to find out who was leaking confidential information from the fund house to make profit.
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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.
New bubble? Why are smallcaps and PSU stocks rebounding strongly from June 4 lows? Ashwini Agarwal answers
Ashwini Agarwal says he cannot get himself to agree that the PSU valuations have become quite eye-popping and has room for further upside. But bubbles have their own mind and bubbles can get a lot bigger before they burst. So, there may be a lot of upside.
With Odisha and Andhra being governed by NDA 3.0, will Aquaculture, a sector dominated by small caps and troubles, see a turnaround?
When looking at any sector, it is good to know the history of that sector, it helps in bringing the context to the possible investing time frame and also the risks which come with that particular investment. Aquaculture as a sector came into limelight in 1992-93. Best of the names of India Inc of that time entered the sector as the Indian economy was opening up and exports were expected to pick up. It was assumed that given the long coastline the production of shrimps would be an easy business to grow. But reality turned out to be very different and the story is full of troubles. There were multiple reasons, right from the nature of business itself and lack of coordinated and sustained support by the government. But now with NDA 3.0 in power in two states which dominated this sector, will there be a more coordinated effort to bring this industry back on track and turnaround is sustained?
Smallcaps: Narrative might go against them, but if chosen with right filters, don't bother, 5 stocks from different sectors with long term perspective
When investing in stock markets, it’s crucial to make the distinction between high-quality and poor-quality businesses across the small, mid, and large-cap spectrums, as well as the difference between the intrinsic value of a stock and the overall value of the company. Certain niche small businesses may still generate significant returns over time if they are held long enough. On the other hand, if one's approach to small-cap investments is merely based on the absolute value of a stock with hopes of a tenfold increase, then it's a misconception. Stock market investing, whether in small, mid, or large caps, should not be driven by unrealistic expectations; otherwise, it leads to nothing but undue stress, rather than substantial returns.
MF Talk: Himanshu Srivastava of Morningstar has some advice for investors investing in small & midcap funds
Intermittent corrections provided investors some buying opportunity in a market, which has largely witnessed a prolonged uptrend for a long time now.
Smallcaps: Don't be afraid of narrative against them, but surely check critical points: 5 stock from different sectors for long-term investors
Soon after election results, there was and probably still there is chatter on the street that small caps are not going to see the same kind of performance as they have seen in the last two years. Can anyone argue against a broad based statement ? Probably, No. But then expecting a small cap rally all the time is also incorrect. There are more than 2000 small caps stocks, a handful are actually worth looking at and even fewer worth having in a portfolio. If one is able to get the right of the small cap stock then the returns are extremely high, but at the same time, risk of getting it wrong and capital erosion is ever present. At times when one cannot rule our phases of volatility, for investors looking for small caps, some rules need to be followed to avoid wrong decisions of buying in haste or selling in panic.
Dilemma before mutual funds investors: Buy now or wait till election results?
Mutual fund investors face a dilemma amidst volatile stock market conditions during Lok Sabha elections. Fear of correction at peak market levels and FOMO driving sectoral/thematic funds. Analysts recommend balanced advantage funds, asset allocation funds, and hybrid funds for moderate risk appetite investors.
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.
Why has Quant Large Cap fund been an outperformer? Shweta Rajani answers
I will highlight two-three points over here. One is definitely a size advantage that a Quant would have, so I am talking about a thousand crore fund versus a 35,000 crore fund, so that helps in the agility of the fund manager to actively manage.
ETMarkets Smart Talk: Chemicals & CRAMS sectors likely to get re-rated in FY25: Nimesh Chandan
Nimesh Chandan discusses FII selling, Nifty earnings estimates stability, and the potential for continued growth in the Real Estate sector post-election results. Chandan further says that largecap stocks currently offer a better risk-to-reward ratio compared to midcaps and smallcaps. He says: " On the business side, we expect chemicals and CRAMS(Contract research and manufacturing services) sectors, which has been an underperformer for the past few years, to get re-rated as business improves this year."
These 3 equity mutual fund categories deliver over 25% return in three years
Around three equity mutual fund categories have offered more than 25% return in the last three years, according to data by ACE MF. These schemes gave returns ranging between 26 to 44% in the said period.
These 34 equity mutual funds double investors' wealth in three years
Around 34 equity mutual funds have doubled investors' wealth in the last three years through schemes like Motilal Oswal Midcap Fund and small cap funds like Quant Small Cap Fund and Nippon India Small Cap Fund.
Focus on both, the sector & stock and then stay with them: 4 smallcap stocks for medium- to long-term perspective
Knowing risks and managing those risks are two different things. Knowing risk is easy, everyone knows that small cap stocks are probably the riskiest part of the stock market. but managing the risk is more complicated than it appears. Why are we bringing this up at this point of time ? Because the risk on trade which has been in place in the Indian equity market , got a significant boost when state elections results indicated higher probability of the present central government coming back to power.
Mid & smallcap fund? Do we need a new category targeting both mid and smallcap stocks
Since the beginning of 2024 large and midcap category has seen inflows of Rs. 11,340 crores followed by multicap category at Rs. 10,004 Cr. and the flexi-cap category at Rs. 9,971 crore, higher than the inflows in largecap, midcap and smallcap categories respectively.
Is it wise to invest in the largecap category now?
Small & midcaps have been giving double-digit returns in the past few years. It has led to many investors running towards the two categories relentlessly but it does not mean that the footing of large caps is not strong enough.
Smallcap index hit record high but why did 93% smallcap MFs underperformed?
The small cap schemes are benchmarked against Nifty Smallcap 250 - TRI and S&P BSE 250 Small Cap - TRI. In April, they offered 7.20% and 6.58% returns respectively. The small cap stocks have also offered returns up to 86% with the smallcap index ending higher by 10% in the month.
7 equity MF categories give over 20% return in five years
Smallcap funds led the way in equity mutual funds, followed by Infrastructure and midcap funds. Noteworthy performers included Quant Small Cap Fund, Quant Mid Cap Fund, and Motilal Oswal Midcap Fund, showcasing impressive returns over five years.
Which equity mutual fund categories remained investors' favourite in FY24?
Around four equity mutual fund categories received inflows of more than Rs 20,000 crore in FY24. Smallcap funds gained the maximum traction and received a total inflow of Rs 40,282.73 crore in FY24.
Sebi’s stress test for mid- and small-cap mutual funds: Is liquidity more important than an MF’s mandate?
ET Wealth asks experts if liquidity should be prioritised at the cost of diluting a fund’s mandate.
These 5 equity mutual fund categories offered over 50% returns in one year
Around five equity mutual fund categories have offered over 50% returns in one year, according to data provided by Value Research. We have considered all equity and equity-oriented categories for the analysis.
Siddharth Srivastava on why Mirae Asset is launching NFOs in smallcap category now
Siddharth Srivastava of Mirae Asset Investment Managers discusses the launch of India's first multi-factor strategy ETF targeting the smallcap segment. The passive fund aims to capture upside momentum and protect against downside through quality selection, offering a cost-effective alternative to active funds. A 50-50 approach or rather approach where one is parking some money in active fund and passive fund is the way forward because alpha generation is getting difficult across segments and that is not just true with largecap, but even with midcap and smallcap.
What MFs bought and sold from large, mid & smallcap categories in Jan
MFs deployed Rs 21,750 crore in cash in the secondary markets in January, a rise of 28% month-on-month. Here's a look at their top buys and sells: (Source: ET NOW)
Which equity mutual funds contribute the maximum to category AUM? Here's the break-up
According to the AMFI data, the net asset under management (AUM) for the equity category was Rs 22.50 lakh crore in January. The AUM increased by 3.25% from Rs 21.79 lakh crore in December.
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