Tag Archive for Investor Education

Large-Cap, Mid-Cap, and Small-Cap Funds : Day 13

Large-Cap, Mid-Cap, and Small-Cap Funds : Day 13

Investing in equity mutual funds often involves selecting from large-cap, mid-cap, and small-cap funds, which are defined based on the market capitalization of the companies they invest in. Each category offers unique risk-return dynamics, making them suitable for different types of investors.

In this blog, we’ll explore these three fund types in the Indian context, discussing their features, benefits, risks, and suitability to help you make an informed investment decision.

What Is Market Capitalization?

Market capitalization, or market cap, refers to the total value of a company’s outstanding shares. It is calculated as:

Market Cap = Share Price × Number of Outstanding Shares

Based on market capitalization, companies are categorized as:

Large-Cap: The top 100 companies by market cap.

Mid-Cap: Companies ranked 101 to 250.

Small-Cap: Companies ranked 251 and beyond.

This classification forms the basis for large-cap, mid-cap, and small-cap funds. Read more

Multi-Cap vs. Flexi-Cap Funds: Day 12

Multi-Cap vs. Flexi-Cap Funds: Day 12

In the ever-evolving landscape of mutual funds, multi-cap funds and flexi-cap funds are two popular categories for investors seeking equity exposure. While both offer a mix of large-cap, mid-cap, and small-cap stocks, the distinction lies in their investment mandates and flexibility. Understanding these differences is crucial for making informed decisions aligned with your financial goals and risk appetite.

This blog will explore the features, benefits, risks, and key differences between multi-cap and flexi-cap funds in the Indian context, helping you decide which type of fund is better suited for your portfolio.

What Are Multi-Cap Funds?

Multi-cap funds are equity mutual funds that invest across large-cap, mid-cap, and small-cap stocks. However, SEBI (Securities and Exchange Board of India) mandates these funds to maintain a minimum allocation of 25% each in large-cap, mid-cap, and small-cap stocks.

Key Features of Multi-Cap Funds:

Balanced Allocation: The fixed allocation ensures exposure across all market capitalizations.

Diversification: By investing in a variety of sectors and market caps, multi-cap funds reduce concentration risk.

Regulated Composition: SEBI’s mandate minimizes fund manager discretion, offering predictability.

Read more

Sunday School Week 4 – Investor Education Initiative ( Language Marathi )

Sunday School Week 4 – Investor Education Initiative ( Language Marathi )

Join Us for “Sunday School”

Take a step toward financial empowerment with exclusive investor education initiative, Sunday School. Designed to provide valuable insights and practical knowledge, this session will help you make informed decisions for a secure financial future.

Whether you’re new to investing or seeking to expand your understanding, this session is tailored to meet your needs.

Register now to reserve your spot and embark on a journey toward financial confidence and success.

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Saturday School Week 4 – Safal Niveshak Banne ka Mantr

Saturday School Week 4 – Safal Niveshak Banne ka Mantr

Join Us for “Saturday School”

Take a step toward financial empowerment with exclusive investor education initiative, Saturday School. Designed to provide valuable insights and practical knowledge, this session will help you make informed decisions for a secure financial future.

Whether you’re new to investing or seeking to expand your understanding, this session is tailored to meet your needs.

Register now to reserve your spot and embark on a journey toward financial confidence and success.

Saturday School Week 4

Saturday School Week 3 – The 8th Wonder

Saturday School Week 3 – The 8th Wonder

Join Us for “Saturday School”

Take a step toward financial empowerment with exclusive investor education initiative, Saturday School. Designed to provide valuable insights and practical knowledge, this session will help you make informed decisions for a secure financial future.

Whether you’re new to investing or seeking to expand your understanding, this session is tailored to meet your needs.

Register now to reserve your spot and embark on a journey toward financial confidence and success.

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