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MUTUAL FUNDS NEWS
Small, mid cap funds saw massive surge in folios in March
Thu, Apr 25, 2024     Source : Mint
Although small cap mutual funds saw redemption in the month of March, the number of new mutual fund folios in this category hit a whopping 3,63,000 in the last month of FY2024, showed the AMFI data.
MUTUAL FUNDS NEWS
83% mid cap funds underperform benchmarks in 10 years
Sat, Nov 25, 2023     Source : Economic Times
Around 83% mid cap funds have underperformed their respective benchmarks in a 10-year horizon, data crunching by ETMutualFunds showed.
MUTUAL FUNDS NEWS
86% mid cap funds fail to beat their benchmarks in 5 years
Tue, May 23, 2023     Source : Economic Times
Mid cap category is struggling to beat its benchmarks in one, three, and five-year horizons, an analysis of returns by ETMutualFunds showed.
MUTUAL FUNDS NEWS
Large & mid cap category lost 4% in the Jan-March; Quant Large & Mid Cap Fund lost around 7.89%
Tue, May 09, 2023     Source : Economic Times
The large & mid cap mutual fund category lost around 4.10% in the January-March quarter in 2023.
MUTUAL FUNDS NEWS
Active mid-cap, small-cap schemes fly high with 'benchmark-beating' returns
Wed, Jan 04, 2023     Source : Business Standard
The study also shows that over 50 per cent of the active flexi-cap schemes have not been able to beat the benchmark Nifty 500 TRI in 1-year, 3-year and 5-year time frames
MUTUAL FUNDS NEWS
Invest in mid-cap, but with caution
Mon, Oct 31, 2022     Source : Financial Express
Keep allocation to such funds at 20% of your investment portfolio
MUTUAL FUNDS NEWS
Four mid cap funds complete 25 years, offer 7-22% since inception
Sat, Oct 08, 2022     Source : Economic Times
Four mid cap mutual funds have completed 25 years in the market.
MUTUAL FUNDS NEWS
74% mid cap funds underperformed in seven years; are you investing?
Thu, Sep 29, 2022     Source : Economic Times
A recent ETMutualFunds analysis revealed that most equity mutual fund schemes failed to beat their benchmarks in five and seven-year horizons.
MUTUAL FUNDS NEWS
WhiteOak Capital Mutual Fund launches Mid Cap Fund, Tax Saver Fund
Fri, Aug 19, 2022     Source : Economic Times
WhiteOak Capital Mutual Fund has launched two schemes - WhiteOak Capital Mid Cap Fund and WhiteOak Capital Tax Saver Fund.
MUTUAL FUNDS NEWS
Investing in mid-, small-cap funds? Investors must tread with caution
Mon, May 30, 2022     Source : Business Standard
Barring the past few months, small-cap and mid-cap funds outperformed significantly, compared to other categories until the start of calendar year 2022
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Will Midcaps outperform Large caps in 2020?
Feb 17 , 2020
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