Sentences with phrase «in mid caps»

When considering an investment in a mid cap stock, try deciding the mid cap stock in question for potential to grow into a...

The investment horizon in a mid cap fund should be at least 7 - 10 years.

Currently, I consider Smaller companies fund a confused one, which calls itself smaller companies fund but has most investments in mid caps.

A mutual fund or ETF categorized as a mid cap fund will invest most the funds money in mid cap companies.

For example, if a large cap fund invests a higher than average percentage of portfolio in mid cap or small cap funds, then it might get higher returns too.

In the mid cap category, the fund I like is the one you have read and commented on.

Significant gains are being made in the mid cap and small cap sectors.

Though it is a large cap fund, it takes some exposure in mid cap too which is currently around 14 %.

The fund has around 60 % allocation in mid cap stocks and has given impressive returns consistently since its launch in 1993.

It remains true to its mandate of investing in mid caps.

The fund invests around 70 % of its Equity portfolio in large caps and rest in mid cap while more than 95 % of the Bond portfolio is invested in AAA rated securities and the rest in the AA rated securities.

If you were to invest $ 100 in both indexes in 2003 (inception of equal - weight), you would be left with $ 322 in the equal - weight index and $ 327 in the mid cap index.

Although returns have been phenomenal what worries me is the AUM size and the shift from mid cap to multicap owing to the dearth of opportunities in mid cap space.

This is because the dramatic rally in mid cap and small cap segment has resulted in record valuations

Due to rising valuations in the mid cap and small cap space, more mutual fund companies with mandate to invest in these stocks, are limiting investments into them, the latest being Mirae Assets Emerging Bluechip Fund.

More than 90 percent of its corpus is vested in large caps with 5 to 10 percent in mid caps.

On HDFC Mid cap, the fund currently has substantial holdings in large caps, which in my opinion, is a breach of the asset allocation mandate of being in mid caps for a minimum of 75 %.

It has so far adhered to its mandate of being invested in mid cap stocks only.

Dear Sujit, L&T mid-cap has currently invested around 46 % in mid cap stocks & 40 % in small cap stocks.

In fact, if you look at the current equity asset allocation of the fund, about 70 % of the portfolio is in large caps and the rest in mid caps and small caps.

This made investors began pumping in more money in mid caps and small caps, which augmented their already high valuations.

My goals are long term 10 Yrs & 15 Yrs so i am mostly investing in mid cap funds.

Whereas the Russel 1000 keeps 20 % of its funds invested in mid caps, SIZE has 44 % of the fund invested in mid cap businesses.

Can invest in mid cap, small cap as well.

It is a multi-cap fund with 70 percent of its corpus parked in large caps, while the rest is in mid cap and small caps, on an average.

Should you invest in mid cap and small cap mutual funds?

Also according to Value research my investment is like — 38.83 % in giant cap, 15.45 % in large cap, 28.16 % in mid cap, 16.24 % in small cap, 0.13 % in tiny cap, 1.19 % is unclassified.

The fund has around 50 % of the portfolio in small caps and around 40 % in mid caps.

The fund is a good and consistent performer having a multi cap approach with around 45 % of the portfolio invested in mid caps.

Though it is a mid cap fund but it looks out for good value stocks in other categories too and hence its portfolio is 45 % in mid caps, 35 % in large caps and rest in small cap stocks.