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The one year story of mid-cap funds is a sharp contrast to the three and five year stories | |
It does not make sense for investors to abandon the tried-and-tested equity funds in their portfolio just on account of burgeoning size | |
For a multi-cap fund, mid or small-caps have higher return potential while continuous large-cap inclination can be a detriment to healthy returns. So, there is a continuous tussle | |
Fund capacity need to be linked to the underlying liquidity of the positions. We discuss why | |
Each fund's style and investment mandate can shrink the list of stocks it can invest in. Here's a look at how mandate affects a fund's performance | |
The challenges fund managers face in running mega-size funds | |
Last year many income and dynamic bond fund portfolios had high duration and delivered double-digit returns. Duration-led returns are harder now due to slower pace of rate cuts and other factors | |
If you have a lump sum to invest, it is best to put it in a debt fund and systematically move it to an equity fund | |
Be wary of conflicts of interest as the line between 'distribution services' and 'advice' is very often blurred | |
For existing investors who are already invested in several folios across schemes and fund houses, you have a few options on how to go about it | |
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