SIPs in midcap funds attractive
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The Nifty Midcap 150 has returned 88% as against 60% by the benchmark Nifty. But the midcap index is still an underperformer from January 2018 when the index hit a peak before correcting.
Financial planners however warn investors against going overboard while allocating to midcaps and invest with a five-year time frame.
Investors looking to invest in mid-cap mutual fund schemes could look at staggering their investments over the next few months, said investment advisors. After outperforming blue-chips so far in 2021, valuations of mid-cap stocks are not cheap but fund managers said there might be room for more upsides. Mid-cap products run by Axis Mutual, Motilal Oswal, Union, and Invesco are the top picks of advisors.
Mid-cap funds look good, but don’t invest in one go
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Synopsis
The Nifty Midcap 150 has returned 88% as against 60% by the benchmark Nifty. But the midcap index is still an underperformer from January 2018 when the index hit a peak before correcting.
Financial planners however warn investors against going overboard while allocating to midcaps and invest with a five-year time frame.
Investors looking to invest in mid-cap mutual fund schemes could look at staggering their investments over the next few months, said investment advisors. After outperforming blue-chips so far in 2021, valuations of mid-cap stocks are not cheap but fund managers said there might be room for more upsides. Mid-cap products run by Axis Mutual, Motilal Oswal, Union, and Invesco are the top picks of advisors.
Mutual fund managers suggest ‘barbell’ strategy for existing investors
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Synopsis As markets resume their upward journey after the budget, fund managers believe existing mutual fund investors could use a barbell strategy to minimise risk and optimise returns.
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Many midcap companies are leaders in their respective industry.
Mumbai: As markets resume their upward journey after the budget, fund managers believe existing mutual fund investors could use a barbell strategy to minimise risk and optimise returns. They believe such a strategy w here investors could have a mix of balanced advantage funds and midcap or small-cap funds is best suited now, with the Sensex climbing past the 50,000 mark.
Balance small, mid and large plays on a ‘barbell’
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Synopsis As markets resume their upward journey after the budget, fund managers believe existing mutual fund investors could use a barbell strategy to minimise risk and optimise returns.
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Mumbai: As markets resume their upward journey after the budget, fund managers believe existing mutual fund investors could use a barbell strategy to minimise risk and optimise returns. They believe such a strategy w here investors could have a mix of balanced advantage funds and midcap or small-cap funds is best suited now, with the Sensex climbing past the 50,000 mark.