Mid cap funds – An analysis

Scheme characteristics : As per the categorisation and rationalisation of mutual fund schemes prescribed by SEBI, mid cap scheme is one where “minimum investment in equity & equity related instruments of mid cap companies-65% of total assets”. In general, an open ended scheme which predominantly invests in mid cap stocks. Mid cap universe is also definedContinue reading “Mid cap funds – An analysis”

Large Cap Equity Schemes – Tracking the Analysis

https://atomic-temporary-140880717.wpcomstaging.com/2020/04/19/large-cap-equity-schemes-an-analysis/ The above analysis was done in April 17, 2020. How the schemes have performed since then ? Here are a couple of snapshots. The idea is to check how the analysis played out. IDFC Large Cap & PGIM India Large Cap have done well during this period. Whereas BSE 100 has lost close toContinue reading “Large Cap Equity Schemes – Tracking the Analysis”