On Sept 11, 2020 (yes, 9/11), SEBI issued a circular redefining market cap exposure limits for multicap funds. SEBI now wants multicap funds to adhere to a structure where it invests minimum 25% each in large, mid and small caps. The balance 25% can be invested anywhere. This is in a departure from the status […]
Why is Sundaram Midcap Fund such a laggard?
A mid cap fund is one which invests at least 65% of its monies in 101st to 250th stock by market capitalisation (SEBI’s definition). The funds are free to invest the balance 35% anywhere else (large, mid or small). Large caps are the 1st 100 stocks and all others are small caps. We also know that mid and […]
[Money Master] Is it a mid cap or mad cap fund?
We continue with our learning series – Money Master. It is meant for you if you are willing to explore investing and financial planning in greater depth. With use of case / problem based learning, you get to cruise through a topic / sub topic to understand, solve a problem and, in the process, learn […]
Mirae Asset Emerging Bluechip Fund – What you should know
Mirae Asset Emerging Bluechip Fund is yet another sought after fund by mutual fund investors. As the name suggests, it is a midcap fund as most investors believe it to be. The question is if it really is a true blue midcap fund? This post finds it out. To begin with, let’s understand what the fund […]