WealthTrust (Evolusolve Technologies Pvt Ltd) is a SEBI registered investment adviser (RIA code - INA000007650), trusted by 100,000+ investors from all over India. WealthTrust is one of the India's first and fastest growing 'Zero Commission Wealth Management' platform. Invest in direct plans of mutual funds online in a paperless, seamless and hassle-free way.
So many queries daily about investing in mid-cap/multi-cap/small-cap funds. But how many of you actually understand what exactly it means? Here, I am trying to put it down in simple words:
Majority of the investment of this fund is in the large equity companies like blue chip companies. Returns on this fund are more stable and regular.
In this fund most of investment is in medium sized companies. Companies which are not large but having potential to grow and develop as large cap companies. As mid cap companies keeps to be very volatile the returns in these funds are on higher side but risk is also on higher side.
Small cap funds invests in small size companies. These companies are chosen by fund manager because of their growth potential. These funds carries great risk as small companies are most volatile but it could also deliver the returns on higher side.
Multi-cap is a mix of all different types of equity funds.
Top performing funds in each category -
SBI bluechip/ICICI bluechip
mirae asset emerging equity
kotak emerging equity/L&T midcap
Axis focused 25/Kotak standard multicap
L&T emerging business/SBI small cap/HDFC small cap
axis long term equity/absl tax relief 96
Invesco India contra
tata digital India
ICICI Prudential banking & financial services
dsp blackrock natural resources & energy fund
Franklin build India/l&t infrastructure fund
Note - Sectoral funds are for short term. They can provide the best returns but need to be tracked carefully. Do not associate your long term goals to it.
$UTI-TRANSPORTATION & Logistics Fund - Direct is also doing very well these days. (again risk is associated like sectoral funds).
I hope this post will help new investors.
Thank you. Read More...
For those who have stopped their SIPs or redeemed MFs when #midcap crashed by 12% and #smallcap funds crashed by 15-20%, please realise that you have invested for long term and the purpose of SIPs is exactly to leverage these down phases... Take this as a learning and not a regret.. Use this opportunity to train your behavior...Never stop SIPs once planned for long term...Only exception is extreme emergencies..#GyaanRead More...
$Aditya BSL Pure Value Fund - Growth-Direct Plan
One of my favorite #midcap funds: Few facts that I like about this fund:
- #Value strategy - Low AUM - Gives flexibility to stay true to its nature
- Has beaten index and category by a significant margin year on year
- High #Alpha
Things to watch out for :
- Higher #volatility - will fall more than the #index during bear run
- Not an easy bite for first time investors
Check out the fall from peak. What is your view guys??
a) It is time to buy.
b) We reached just fair valuation.
c) More pain is yet to come.. Enter your view oin comments and I will publish the results in the evening.. #Sensex#Smallcap#MidCapRead More...
This year, Morningstar analysts looked at 5 large & mid-cap funds and rate them accordingly.Read More...
WealthTrust (Evolusolve Technologies Pvt Ltd) is a SEBI registered investment adviser (RIA code - INA000007650), trusted
by 100,000+ investors from all over India. WealthTrust is one of the India's first and fastest growing
'Zero Commission Wealth Management' platform. Invest in direct plans of mutual funds online in a paperless,
seamless and hassle-free way.