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Winning the mid-cap race: How fund managers made their moves

Money Control

Money Control · 9m ago

Winning the mid-cap race: How fund managers made their moves

- Mid-cap stocks account for 20% of the equity Assets Under Management (AUM) of the mutual fund industry. - Mid-cap companies offer higher growth potential compared to large-cap companies. - Allocation to mid-cap stocks has gradually increased over the years. - Other fund types like large-and-mid-cap funds, flexi-cap funds, and multi-cap funds also invest in mid-cap stocks. - Some top asset management companies (AMCs) with higher allocation to mid-cap stocks include Motilal Oswal MF, PGIM India MF, and Edelweiss MF. - Certain mid-cap stocks held by mutual funds have provided significant returns, such as Rail Vikas Nigam, Mazagon Dock Shipbuilders, and Apar Industries.

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Mid-caps beat small-caps in the long term. Here are top performing mid-cap funds

Money Control

Money Control · 11m ago

Mid-caps beat small-caps in the long term. Here are top performing mid-cap funds

Small-cap fund managers must carefully select stocks in order to construct a successful portfolio. Small-cap stocks have a higher chance of failure, which can negatively impact the overall portfolio. On the other hand, mid-cap companies are more established and offer a balanced growth potential with a moderate level of risk. Mid- and small-cap schemes are suitable for long-term investors based on their risk profile and goals. The MC30 list provides curated mid-cap schemes for consideration, based on 10-year rolling returns. Source: ACEMF.

Navigating the mid-cap maze: Can investors bite the short-term bullet?

Money Control

Money Control · 10m ago

Navigating the mid-cap maze: Can investors bite the short-term bullet?

Investing in midcap funds is a strategic way to tap into the growth potential of mid-sized companies in India. These companies have benefited from the country's economic potential and political stability. However, it is important for investors to evaluate their risk tolerance, considering the high valuations in the equity market. Regulatory bodies have introduced stress tests to enhance transparency and provide investors with a clearer understanding of the risks associated with mid-cap funds. Mid-cap companies offer growth potential and agility, making them attractive to investors seeking capital appreciation. Investing in mid-cap funds provides diversification and the opportunity for significant returns while mitigating individual stock risks. Historical performance trends show that mid-cap stocks have often outperformed large-cap and small-cap stocks, with lower volatility than small-cap funds. The choice between passive and active fund management in mid-cap investing should be carefully considered, as active mid-cap funds have struggled with underperformance due to factors such as higher expense ratios and market efficiency. In addition, active managers may face challenges in deploying large amounts of capital and maintaining liquidity.

Will SEBI advisory impact investing strategy of smallcap funds?

Money Control

Money Control · 1y ago

Will SEBI advisory impact investing strategy of smallcap funds?

The Indian Mutual Funds industry is working towards meeting stress test results by March 15, as instructed by the Securities and Exchange Board of India (SEBI). The stress test looks into liquidity and volatility in small-cap and mid-cap funds, as well as their benchmark performance. However, there are concerns that this increased scrutiny may limit investment opportunities in small-cap funds. Fund managers believe SEBI's advisory will improve transparency and confidence in the industry, but investors are advised to be cautious due to high valuations in certain pockets.

SEBI mutual fund stress test: Quant MF says smallcap fund to take 22 days for 50% liquidation

Money Control

Money Control · 1y ago

SEBI mutual fund stress test: Quant MF says smallcap fund to take 22 days for 50% liquidation

Quant Mutual Fund has disclosed the time taken for liquidation of its Quant Mid Cap Fund and Quant Small Cap Fund portfolios. The liquidation time for 50 percent of the portfolios is six days for the Quant Mid Cap Fund and 22 days for the Quant Small Cap Fund. For 25 percent of the portfolios, the liquidation time is three days for the Quant Mid Cap Fund and 11 days for the Quant Small Cap Fund. This disclosure comes in response to the Association of Mutual Funds in India's request for fund houses to conduct stress tests and publish the results. Quant Mutual Fund is one of the first fund houses to publish this data.

10 mid-cap gems that children-oriented MFs love to hold for the long term

Money Control

Money Control · 1y ago

10 mid-cap gems that children-oriented MFs love to hold for the long term

Mutual funds are increasingly offering solution-oriented schemes, such as retirement funds and children-oriented funds, which have attracted investors' attention. These children-oriented funds have a lock-in period of at least five years or until the child reaches maturity, providing fund managers with the opportunity to invest in quality mid-cap stocks for the long term. Some of the top mid-cap stocks held by these children's funds include PI Industries, Timken India, Jubilant FoodWorks, Bharat Forge, The Phoenix Mills, FSN E-Commerce Ventures, Info Edge (India), Muthoot Finance, and Endurance Technologies.

FIIs now interested in large-cap stocks: Kotak Institutional Equities

Business Today

Business Today · 4m ago

FIIs now interested in large-cap stocks: Kotak Institutional Equities

Kotak Institutional Equities highlights concerns among retail investors about earnings downgrades, particularly in small- and mid-cap stocks. Equity inflows to local mutual funds, insurance, and PMS funds are slowing, with a shift towards large-cap or balanced debt-equity funds. Emerging market (EM) fund managers expect EM inflows later this year, though India is currently less prioritized due to its slowing growth and high valuations. Bullish sectors include large private banks, NBFCs, and hospitality.

Stress Test: HDFC MF’s Rs 28,600 crore small-cap fund to take 42 days for 50% liquidation

Money Control

Money Control · 1y ago

Stress Test: HDFC MF’s Rs 28,600 crore small-cap fund to take 42 days for 50% liquidation

HDFC Small Cap Fund, with Rs 28,599 crore AUM, would take 42 days to sell off half of its portfolio, while Nippon India Small Cap Fund would require only 27 days. In the mid-cap segment, HDFC Mid-Cap Opportunities Fund would take 23 days to liquidate 50 percent of its portfolio. HSBC Mutual Fund is yet to declare the results of the stress test. The funds are also analyzed based on allocation, concentration, volatility, and beta ratio. These stress tests aim to inform investors about the risks and impacts of market volatility on fund liquidity.

Mutual fund stress tests show delays in exiting small caps

VCCircle

VCCircle · 1y ago

Mutual fund stress tests show delays in exiting small caps

Indian asset managers are facing delays of up to 30 days to exit a quarter of their small-cap stock portfolios, as revealed by stress tests conducted by these funds. The tests were carried out ahead of a deadline set by the market regulator, amid concerns of a bubble forming in the small- and mid-cap segments of the market. The delays in exiting holdings could have an impact on the return of funds to investors, who typically expect their money back within two to three days.

Inside Adenia Partners’ game plan for new PE fund to back small, mid-size firms

VCCircle

VCCircle · 3m ago

Inside Adenia Partners’ game plan for new PE fund to back small, mid-size firms

Adenia Partners, an Africa-based private equity firm, is raising a new investment vehicle to support small- and mid-cap opportunities. After closing its $470 million fifth fund with oversubscription, the new fund aims to run alongside its flagship vehicles. Adenia's Head of Investor Relations, Mack Schow, emphasizes their commitment to fostering growth in mid-sized firms across Africa, leveraging their experience and strategic vision for impactful investments.

African PE firm Mediterrania Capital Partners marks final close of Fund IV

VCCircle

VCCircle · 1m ago

African PE firm Mediterrania Capital Partners marks final close of Fund IV

Mediterrania Capital Partners (MCP), a Malta-based private equity firm, has closed its fourth fund, Mediterrania Capital IV Mid Cap (MC IV), with commitments of €600 million. Targeting small and medium enterprises and mid-cap businesses across North and West Africa, the fund focuses on sectors like healthcare, financial services, and FMCG. The 10-year closed-ended fund plans to invest in 10 companies, including substantial minority or majority stakes, and has already committed capital across five deals.

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