Are mid- and small-caps really as overheated as you are made to believe?

The larger question

Reports of mid- and small-caps being overvalued might be exaggerated. Swipe to know more.

Against the narrative

Contrary to the prevalent belief, the valuations of the two indices still seem comfortable when compared with their respective five-year median P/E.

It’s not black and white

Notably, the mid-cap index is trading at its five-year median P/E and the small-cap gauge at a mere 1% premium to its five-year median.

Between the lines

A closer look reveals that only 38% of top 150 mid caps and 37% of top 500 small caps are richly valued, trading at premiums of over 25% to their respective 5-year median.

How many are undervalued?

Nearly 35% of the mid-cap cohort (top 150) and 41.2% of the small-cap pack (top 500) are still trading below their respective five-year median P/E.

What to make of this?

Our analysis shows while there are pockets with stretched valuations, it will be wrong to conclude the entire space as richly valued. A large lot, as shown, is still undervalued.

What should you do?

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