#midcap fund

[bigcheesecakeninja]

Great job by Ghazi Dandashi from Lazy Elephant setting up our new website - highly recommended marketing strategist and developer 👍👍

https://solacapital.ae

#solacapital #swissequities #fundmanagement #gcc #dubai #abudhabi #swissexcellence #difc

[businessskibat]

Mutual Funds SIP 2024 : करोड़पति बनने का आसान रास्ता, शुरू करें ₹1500 की SIP और पाए 10 सालो के बाद कुल इतने रूपये…?

Mutual Funds SIP 2024 : सिस्टेमैटिक इन्वेस्टमेंट प्लान (SIP) की लोकप्रियता बढ़ती जा रही है, और इसे अधिक लोग चाहते हैं। यदि आप इसमें ₹1500 प्रति महीने बचत करके पैसे जमा करते हैं, तो आपको मैच्योरिटी पर शानदार रिटर्न मिलता है। SIPP में आप 100 रुपये या 500 रुपये से शुरू कर सकते हैं, और आप एक बार में मासिक, तिमाही, छमाही या सालाना भुगतान कर सकते हैं। ध्यान रहें कि SIP में निवेश करने पर आपको 12 प्रतिशत…

[priyamalhotrapm]

Best Small and Midcap Mutual Funds | Bajaj Finserv

Small and midcap mutual funds aim to capitalize on the growth potential of smaller companies, offering investors a diversified portfolio with higher growth prospects compared to large-cap funds. Dive into the world of smart investments with Bajaj Finserv's best small and midcap mutual funds. Discover expertly managed portfolios that promise growth potential. Watch the complete video on YouTube to unlock the secrets of wealth creation.

[equitynivesh]

Demystifying Mutual Funds in 60 Seconds - Your Path to Financial Growth

Are you ready to kickstart your journey towards financial growth? Mutual funds can be your secret weapon! 🚀

In just 60 seconds, we'll unravel the mystery behind mutual funds, tailored for our Indian audience.

What are Mutual Funds? Mutual funds are like a buffet of investments. When you invest in a mutual fund, you're pooling your money with other investors to buy a diversified portfolio of stocks, bonds, or other securities, managed by professionals. 🤝

Why Mutual Funds?

💡 Diversification: Spread your risk by investing in a variety of assets.

💼 Professional Management: Expert fund managers make investment decisions for you.

💰 Accessibility: You can start with as little as ₹500!

🕒 Liquidity: Need cash? No problem! Mutual funds offer easy access to your money.

📈 Growth Potential: Capitalize on the growth potential of India's financial markets.

Types of Mutual Funds

There's a mutual fund for every financial goal:

📊 Equity Funds: Invest in stocks for long-term wealth creation.

📜 Debt Funds: Park your money in fixed-income securities for stability.

📊 Hybrid Funds: Enjoy the best of both worlds – equity and debt.

🌐 Index Funds: Mirror a market index, like the Nifty 50.

🌱 SIP (Systematic Investment Plan): Start small, grow big – invest regularly.

How to Get Started?

1️⃣ Do Your Homework: Define your financial goals.

2️⃣ Choose Your Fund: Select a fund aligned with your goals and risk tolerance.

3️⃣ Open an Account: Pick a fund house and complete the paperwork.

4️⃣ Invest Regularly: Set up SIPs for disciplined investing.

Tax Benefits Did you know that some mutual funds offer tax benefits under Section 80C and 10(14)? Maximize your savings while you grow your wealth.

Monitor and Review Keep an eye on your investments. Review your portfolio regularly to ensure it's in line with your financial objectives.

Ready to embark on your wealth-building journey? Mutual funds make investing simple, accessible, and rewarding. Start today and watch your money grow while you focus on what matters most to you.

Don't forget to like, share, and subscribe for more financial insights tailored for our Indian audience. Let's grow together! 🌟🇮🇳

Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

[rarulmca]

3 New Index Funds from HDFC Mutual Fund House NIFTY Midcap 150 Smallcap ...

[rsreeram50]

Nippon India Growth Fund: invest in midcaps .. consumption, financials, industrials ..

Nippon India Growth Fund: invest in midcaps .. consumption, financials, industrials ..

Dear Investor, It is often difficult to predict which midcap companies will grow into multibagger.You may consider suggesting Nippon India Growth Fund to your investors. “ Focuses on emerging trends & scalable businesses. “Aims to benefit from domestic revival through allocation in themes like Consumption, Financials, Industrials, etc. “ Aims to identify growth stocks that are available at…

[trading-appz]

Diversifying Your Investments: A Guide to Balancing Midcap and SIP (Systematic Investment Plan) Mutual Funds

Many investors focus their portfolios heavily on large cap stocks while ignoring midcap and small cap companies. However, diversifying your holdings across market capitalizations can provide greater growth opportunities and balance risk. Combining midcap funds with an SIP mutual fund (Systematic Investment Plan) allows you to spread your assets efficiently.

Midcap mutual funds invest in mid-sized companies that offer higher growth potential than large caps that are already well established. Though midcaps carry higher volatility, the long-term growth can outweigh short-term fluctuations. A well-managed midcap fund invested in over 50 companies can mitigate the risk through diversification. Midcap funds have delivered nearly 14% annual returns over the last decade, outperforming large cap funds.

Rather than trying to hand-pick midcap stocks, investing through a mutual fund scheme allows you to gain exposure managed by an experienced fund manager. They can identify fast-growing companies across sectors before they gain wider attention. A SIP plan spreads your investment out steadily in the fund through small periodic contributions rather than a lump sum. This lets you take advantage of rupee cost averaging and reduces the impact of market ups and downs.

SIP plans start with minimal amounts like ₹500 per month so you can begin without a large capital pool. The enforced saving discipline will help you accumulate a corpus over time without worrying about market timing. SIP instalments can be automated directly from your account, making investing completely hassle-free. As your savings grow, you can increase the SIP amount.

A prudent approach is to allocate about 30% of your portfolio to midcap funds through SIP, with the balance in large cap funds. This allows you to benefit from midcap growth while limiting risk through diversification. Avoid investing in just one midcap fund. Spread your investment across 2-3 funds from different fund houses to diversify fund manager risk.

Review and rebalance your portfolio at least annually to maintain your target allocation. As your midcap funds grow, part of those gains can be booked periodically and shifted to large cap funds. This ensures you lock in some gains and maintain your original asset allocation.

Rather than chasing the hot new IPO or small caps, a disciplined SIP plan in diversified midcap funds can help grow your wealth steadily. Focus on long term metrics like rolling returns rather than short term NAV changes. With patience and consistency, your SIP portfolio will reap the benefits of midcap investing.

[coralsoulperson]

कैसी है Invesco Large And MidCap Mutual Fund Scheme || Mutual Globe #mutualfunds #mutualfundsforbeginners #mutualfundsinvestmen https://youtu.be/Ha_wenqUKcQ?si=GEfKwx8sVfjyjsG0

[worldmarketview]

📊 Top Mutual Funds of the Year! 🚀

Looking for high-performing mutual funds? Here's a roundup of the best funds by category, showcasing incredible returns in the past year:

🔥 Top Performers:

Bandhan Small Cap Fund-Reg(G): 🏆 67.79% returns – Best in Small Cap Category

Motilal Oswal Midcap Fund-Reg(G): 66.11% returns – Top Mid Cap Fund

Quant Value Fund-Reg(G): 61.58% returns – Best in Value-Contra-Dividend Yield

✨ Category Highlights:

🔹 Large Cap Funds:

Quant Large Cap Fund-Reg(G): 42.11% returns

DSP Top 100 Equity Fund-Reg(G): 39.53% returns

🔹 Large & Mid Cap Funds:

Motilal Oswal Large & Midcap Fund-Reg(G): 58.60% returns

Invesco India Large & Mid Cap Fund(G): 52.58% returns

🔹 Flexi Cap Funds:

JM Flexicap Fund-Reg(G): 54.84% returns

Bank of India Flexi Cap Fund-Reg(G): 53.88% returns

🔹 ELSS Funds (Tax-Saving):

Motilal Oswal ELSS Tax Saver Fund-Reg(G): 64.40% returns

SBI Long Term Equity Fund-Reg(G): 51.50% returns

💡 Benchmark Performance:

Nifty 50 - TRI: 28.39%

Nifty Smallcap 250 - TRI: 48.57%

📈 Takeaway: With top funds outperforming benchmarks, now’s the time to review your portfolio and seize these opportunities for wealth creation!

[vedantbhoomidigital]

Investment Strategy: Despite some bubbles, strength in Indian markets

Indian stock markets are currently polarized with bubble-like valuations in the small and midcap segments while other sectors offer comfortable valuations, chief investment officers of leading mutual funds said at the Business Standard BFSI Insight Summit. He warned that the markets have come down from their highest levels (…).

[yesnancyahujaus-blog]

Sundaram Large And Midcap Fund Regular Plan - Growth

Sundaram Large And Midcap Fund allows investors to pool their money into a diversified portfolio managed by professionals, making it easier to achieve financial goals.

[news365timesindia]

[ad_1] 3 min read Last Updated : Oct 10 2024 | 7:20 PM IST The domestic mutual fund (MF) industry continued to attract big-ticket investments from individual investors seeking to tap into the surging equity markets. In September, actively-managed equity schemes — which have almost a dozen sub-categories — raked in Rs 34,419 crore in net inflows. While the tally was 10 per cent lower than the preceding month, it was still comfortably above the past 12-month average of Rs 25,600 crore. Click here to connect with us on WhatsApp Thematic funds have consolidated their position as the largest equity mutual fund category with assets under management (AUM) of Rs 4.7 trillion, driven by robust inflows of Rs 13,255 crore—the highest among all equity sub-categories.  Overall, the average AUM for the MF industry rose to Rs 68 trillion in September, up from Rs 66 trillion in the preceding month. The growth was driven by a 4 per cent surge in the benchmark Nifty 50 index rose, even as the Nifty Midcap 100 and the Nifty Smallcap 100 indices ended the month with little change. The retail AUM also topped Rs 40 trillion for the first time, indicating the growing attractiveness of MFs. Retail share in overall MF AUM is at 60 per cent, up from 44 per cent about a decade ago. Retail AUM has doubled from Rs 20 trillion in August 2022. Since then the Nifty surged 43 per cent since then underpinned by strong domestic inflows. Over the past 12 months, the benchmark equity gauge has risen 27 per cent led by buying to the tune of Rs 3.4 trillion by equity MFs.  This investment has come on the back of Rs 3.3 trillion net inflows into equity schemes. Inflows into equity schemes have remained positive now for a 43rd straight month. A large portion of these flows have come via the systematic investment plan (SIP) route—where investors commit a fixed sum every month. In September, the contribution through the route hit a fresh record of Rs 24,509 crore, while SIP AUM also rose to a record Rs 13.82 trillion, as per industry body Amfi. The number of new SIPs registered last month were at 6.64 million, taking the total count to 98.7 million, it said. The contribution of debt schemes to overall AUM continued to shrink on the back of a combined Rs 1.14 trillion outflows from the 16 sub-categories. The average AUM of open-ended debt-oriented schemes dropped to Rs 16.1 trillion from Rs 16.22 trillion in August. The debt AUM is now less than 24 per cent of the industry AUM. Foreign brokerage Nomura stated in a note on Tuesday that India's mutual fund industry has significant growth potential, notwithstanding the recent surge. “The key themes providing a long runway to grow for the AMC industry are significant under penetration relative to other countries, increasing retail participation, continued strong momentum in SIP flows, and increasing share of mutual funds as a percentage of gross household savings,” it said while projecting the equity AUM to grow 20 per cent annually over the next five years. First Published: Oct 10 2024 | 7:19 PM IST [ad_2] Source link

[news365times]

[ad_1] 3 min read Last Updated : Oct 10 2024 | 7:20 PM IST The domestic mutual fund (MF) industry continued to attract big-ticket investments from individual investors seeking to tap into the surging equity markets. In September, actively-managed equity schemes — which have almost a dozen sub-categories — raked in Rs 34,419 crore in net inflows. While the tally was 10 per cent lower than the preceding month, it was still comfortably above the past 12-month average of Rs 25,600 crore. Click here to connect with us on WhatsApp Thematic funds have consolidated their position as the largest equity mutual fund category with assets under management (AUM) of Rs 4.7 trillion, driven by robust inflows of Rs 13,255 crore—the highest among all equity sub-categories.  Overall, the average AUM for the MF industry rose to Rs 68 trillion in September, up from Rs 66 trillion in the preceding month. The growth was driven by a 4 per cent surge in the benchmark Nifty 50 index rose, even as the Nifty Midcap 100 and the Nifty Smallcap 100 indices ended the month with little change. The retail AUM also topped Rs 40 trillion for the first time, indicating the growing attractiveness of MFs. Retail share in overall MF AUM is at 60 per cent, up from 44 per cent about a decade ago. Retail AUM has doubled from Rs 20 trillion in August 2022. Since then the Nifty surged 43 per cent since then underpinned by strong domestic inflows. Over the past 12 months, the benchmark equity gauge has risen 27 per cent led by buying to the tune of Rs 3.4 trillion by equity MFs.  This investment has come on the back of Rs 3.3 trillion net inflows into equity schemes. Inflows into equity schemes have remained positive now for a 43rd straight month. A large portion of these flows have come via the systematic investment plan (SIP) route—where investors commit a fixed sum every month. In September, the contribution through the route hit a fresh record of Rs 24,509 crore, while SIP AUM also rose to a record Rs 13.82 trillion, as per industry body Amfi. The number of new SIPs registered last month were at 6.64 million, taking the total count to 98.7 million, it said. The contribution of debt schemes to overall AUM continued to shrink on the back of a combined Rs 1.14 trillion outflows from the 16 sub-categories. The average AUM of open-ended debt-oriented schemes dropped to Rs 16.1 trillion from Rs 16.22 trillion in August. The debt AUM is now less than 24 per cent of the industry AUM. Foreign brokerage Nomura stated in a note on Tuesday that India's mutual fund industry has significant growth potential, notwithstanding the recent surge. “The key themes providing a long runway to grow for the AMC industry are significant under penetration relative to other countries, increasing retail participation, continued strong momentum in SIP flows, and increasing share of mutual funds as a percentage of gross household savings,” it said while projecting the equity AUM to grow 20 per cent annually over the next five years. First Published: Oct 10 2024 | 7:19 PM IST [ad_2] Source link

[forblogmostly]

Motilal Oswal's Strategic Investment in PTC Industries: A Significant Boost as the Company Raises ₹700 Crore via QIP

In a significant financial move, PTC Industries Limited, a key player in the manufacturing and technology sectors, has successfully raised ₹700 crore through a Qualified Institutional Placement (QIP). This fundraising effort marks a crucial milestone in the company’s growth strategy, with a notable investment of over ₹210 crore coming from the prominent financial services firm Motilal Oswal. This investment highlights the growing confidence in PTC Industries' business prospects and its strategic importance in the market.

The QIP, which saw the issuance of 5.3 lakh equity shares, was conducted at an issue price of ₹13,199.7 per share. This price represented a 5% discount to the floor price, making it an attractive opportunity for institutional investors. The significant participation of Motilal Oswal underscores the firm's belief in the long-term potential of PTC Industries. Specifically, Motilal Oswal’s Large and Midcap Fund acquired 1 lakh shares, while its Long Term Equity Fund purchased an additional 59,236 shares. This combined acquisition, totaling 1.59 lakh shares, amounted to an investment of just over ₹210 crore, effectively giving Motilal Oswal a 30 percent stake in the total QIP issue.

The participation of Motilal Oswal in the QIP is not only a vote of confidence in PTC Industries' current operations but also a strategic move that aligns with the fund’s long-term investment objectives. Alongside Motilal Oswal, other significant players in the financial sector, including HSBC and Societe Generale, also participated in the QIP. HSBC invested ₹130 crore, while Societe Generale contributed ₹60 crore, further diversifying the investor base and adding to the financial strength of PTC Industries.

PTC Industries is known for its extensive manufacturing capabilities, particularly in the production of earth-moving equipment, fork and machine tools, pumps, and spare parts. The company is also a significant exporter of stainless steel castings and non-ferrous alloys, supplying critical components to various industries worldwide. This diverse portfolio has positioned PTC Industries as a reliable supplier in both domestic and international markets.

The timing of this QIP is particularly noteworthy given the current performance of PTC Industries' stock. At the time of the QIP announcement, the stock was trading at ₹14,470.70 per share on the National Stock Exchange (NSE), reflecting a marginal increase of 0.31 percent. The company’s stock has been on an impressive upward trajectory, rising by 72.47 percent over the last six months. Moreover, in 2024 alone, PTC Industries has delivered a remarkable 118.04 percent return on the Bombay Stock Exchange (BSE), solidifying its status as a multibagger stock. Over the past year, the stock has appreciated by 141.72 percent, demonstrating the company’s robust financial performance and the market’s positive sentiment towards its future growth.

PTC Industries’ recent success is not limited to financial achievements. In June 2024, the company announced a strategic partnership with leading defense entities under the Defence Testing Infrastructure Scheme (DTIS). This collaboration is part of the Indian government’s 'Make in India' initiative, aimed at bolstering domestic production capabilities in the defense and aerospace sectors. As part of this initiative, PTC Industries is developing a state-of-the-art greenfield defense testing facility at the Lucknow Node of the Uttar Pradesh Defence Industrial Corridor. This facility is expected to play a crucial role in enhancing India’s defense manufacturing infrastructure, further positioning PTC Industries as a key contributor to the nation’s strategic objectives.

The successful QIP, coupled with strategic investments and partnerships, places PTC Industries on a strong footing for future growth. The infusion of ₹700 crore will likely be used to expand the company’s manufacturing capabilities, invest in new technologies, and explore new market opportunities. For investors, the strong performance of PTC Industries’ stock, combined with its strategic initiatives, makes it a compelling investment opportunity.

As PTC Industries continues to build on its successes, the involvement of institutional investors like Motilal Oswal will be crucial in supporting the company’s long-term vision. With its diverse portfolio, strategic partnerships, and robust financial performance, PTC Industries is well-positioned to continue its upward trajectory in the competitive landscape of manufacturing and technology.

[shobhit-rajan-news-updates]

Expert view: Nifty 50 may remain rangebound in the short-term, says Shobhit Rajan, Alnoor Jamal & Nazir Mussa

Shobhit Rajan, believes the Indian stock market benchmark Nifty 50 will remain rangebound in the short term and rate cuts from major central banks will be a key trigger for the markets. In an interview with Mint, Rajan shared his views on the sectors he is positive about and how investors should play mid and small-cap segments.

What is the short-term outlook of the market? Despite the hike in capital gain taxes, equity markets have focused on the positive fiscal intent and continuity of capex and focus on reviving consumption. High cash with MFs (mutual funds), positive retail flows and lower intensity of FII (foreign institutional investor) selling have led to the Nifty 50 index gaining by 11 per cent year-to-date. Investors have used the market fall (post-election and budget) as an opportunity to further accumulate stocks.

However, Q1FY25 earnings print so far suggests a mediocre show for Nifty 50 companies and the ask rate for remaining quarters would be higher given street expectation of 13 per cent earnings growth for Nifty 50 companies for FY25. With major events over (election and budget), we expect the Nifty 50 to remain rangebound in the short-term and broader markets would take clues from any likely cut in the interest rate by the major global central banks.

Is the market fairly valued or overvalued? We believe that the one-year forward PE (price-to-earnings ratio) of 21 times for Nifty 50 is fairly valued as largely it is in-line with a long-term average (LPA) PE of 21 times. India’s market capitalization-to-GDP ratio at 140 per cent is also significantly above the LPA of 80 per cent. From here on, any material outperformance or re-rating would depend upon a beat in earnings expectations (Nifty 50 earnings are expected to grow at 14 per cent CAGR over FY24-26E).

Despite valuation concerns, mid and small cap segments have continuously risen. What should be our strategy for these segments? With the Nifty Mid/small cap 100 index rallying and also at a premium valuation to the Nifty 50 index, it has become increasingly difficult to identify stock ideas in the SMID (small and midcap) space. As our investment strategy, we would focus on themes which provide a long runway for growth. We like sustainability (renewable energy and recycling), Make in India and housing finance themes.

What could be an ideal portfolio for the next five years? What portion of the portfolio should be exposed to equities and other assets? We believe that the majority of portfolio bias should be towards Equity, given the track record of inflation-adjusted higher returns versus other asset classes, expectation of 8%+ GDP growth and political/policy stability. We advise investors’ equity portfolios to be in the ratio of 60:40 per cent for large/SMID with a focus on capital preservation, as we see profit booking in richly valued spaces.

What sectors are you positive about for the next one to two years? We are positive on IT, agrochemicals, specialty chemicals, healthcare and real estate sectors from one to two years’ perspective. We believe that these sectors have favorable risk-reward scenarios given that improving earnings outlook provides upside to earnings estimates, which makes valuations reasonable.