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Difference between revisions of "Equity Mutual Funds"

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(Created page with "==Do Mid and Smallcap funds require more monitoring than Largecap funds== In a way yes. Equity mutual fund schemes that invest in mid and smallcap equities are more volatile a...")
 
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==Do Mid and Smallcap funds require more monitoring than Largecap funds==
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In a way yes. Equity mutual fund schemes that invest in mid and smallcap equities are more volatile and give more sharply positive or negative returns that the market average. Hence, it is good if you can periodically monitor your investments in these funds, typically every 3 to 5 years and then take an objective call.
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==Mid cap Funds or Multip cap Funds?==
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If investor is unsure of duration of doing or holding the investment, multi caps are better. They are for all-seasons and are actively managed.
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Mid caps focus only on mid cap companies.. As per new SEBI definition, the space is top 101 to 250 companies as per market cap. These are suitable for 5 to 8 years investment.
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These are a bit more riskier than multi caps but if fund manager can work well, given superior returns too.
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So, the answer is: Depends on investment time frame and risk appetite of investor
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==Do Mid and Small cap funds require more monitoring than Large cap funds==
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In a way yes. Equity mutual fund schemes that invest in mid and small cap equities are more volatile and give more sharply positive or negative returns that the market average. Hence, it is good if you can periodically monitor your investments in these funds, typically every 3 to 5 years and then take an objective call.
 
==Related Topics==
 
==Related Topics==
 
*[[Debt Mutual Funds]]
 
*[[Debt Mutual Funds]]
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*[[Diversified Equity Funds]]
 
*[[Diversified Equity Funds]]
 
*[[Equity Linked Savings Schemes]] (ELSS)
 
*[[Equity Linked Savings Schemes]] (ELSS)
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*[[Equity Savings Mutual Funds]]
 
*[[Liquid Mutual Fund Schemes]]
 
*[[Liquid Mutual Fund Schemes]]
 
*[[Short-term Debt Mutual Fund Schemes]]
 
*[[Short-term Debt Mutual Fund Schemes]]
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*[[Thematic Mutual Fund Schemes]]
 
*[[Thematic Mutual Fund Schemes]]
 
[[Category:Mutual Funds]]
 
[[Category:Mutual Funds]]
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{{Alphabets}}

Latest revision as of 01:05, 1 July 2018

HomePersonal FinanceMutual FundsEquity

Mid cap Funds or Multip cap Funds?

If investor is unsure of duration of doing or holding the investment, multi caps are better. They are for all-seasons and are actively managed.

Mid caps focus only on mid cap companies.. As per new SEBI definition, the space is top 101 to 250 companies as per market cap. These are suitable for 5 to 8 years investment.

These are a bit more riskier than multi caps but if fund manager can work well, given superior returns too.

So, the answer is: Depends on investment time frame and risk appetite of investor

Do Mid and Small cap funds require more monitoring than Large cap funds

In a way yes. Equity mutual fund schemes that invest in mid and small cap equities are more volatile and give more sharply positive or negative returns that the market average. Hence, it is good if you can periodically monitor your investments in these funds, typically every 3 to 5 years and then take an objective call.

Related Topics

HomePersonal FinanceMutual FundsEquity