Which category is best for mutual fund?
Table of Contents
Which category is best for mutual fund?
Global Investment
| Category | 1Y | 2Y |
|---|---|---|
| Equity: Multi Cap Fund Equity: Multi Cap Fund | 29.4\% | 18.9\% |
| Equity: Large Cap Fund Equity: Large Cap Fund | 23.3\% | -1371.2\% |
| Equity: Large & Mid Cap Fund Equity: Large & Mid Cap Fund | 38.3\% | 24.9\% |
| Equity: Mid Cap Fund Equity: Mid Cap Fund | 44.9\% | 33.5\% |
Should I invest in large or small cap funds?
Large caps tend to be more mature companies, and so are less volatile during rough markets as investors fly to quality and become more risk-averse. Shares of small caps and midcaps may be more affordable for investors than large caps, but smaller stocks also tend to have greater price volatility.
Is large-cap risky?
Large-cap companies are typically a safer investment, especially during a downturn in the business cycle, as they are much more likely to weather changes without significant harm. These dividends also lead large-caps to play it safer, choosing to pay dividends versus invest in capital expenditures (CapEx).
Are large-cap funds safe?
Are Large Cap funds safe? Large Cap funds are relatively safer form of equity investments as they are known to withstand bear markets. With a good investment horizon, Large Cap funds can deliver sound and stable returns.
How much should I invest in a large-cap?
A large-cap stock investment, defined as the stock of a company with a market capitalization of $10 billion or more, is common among both growth and value investors as a portion of an overall asset allocation.
Which is better large-cap or mid cap?
Investments in large cap funds are definitely less volatile but at the same time, you cannot expect peculiar returns. On the other hand, if you are more inclined towards accruing high returns than market risk, you can invest in a good mid cap fund.
What are the best multi cap/flexi cap fund schemes?
Based on our analysis and research at PersonalFN, Canara Robeco Flexi Cap Fund, Parag Parikh Flexi Cap Fund, and UTI Flexi Cap Fund are currently the best schemes in the Multi Cap/Flexi Cap fund category. These funds stood strong in the recent corrective phase to reward investors with superior risk-adjusted returns.
What are large cap mutual funds?
What are Large Cap Funds Large Cap Mutual Funds are open-ended equity schemes, which primarily invest in large cap companies. These funds have to invest at least 80\% of their total assets in equity and equity related instruments of large cap companies.
Should you invest in mid-cap or small-cap funds?
Mid-cap equity fundsare advised for investors with a higher risk tolerance than large-cap investors. So, invest in these schemes if you seek higher capital appreciation, albeit with reasonably higher risk. Small Cap Mutual Funds
Should you invest in multi cap fund to reduce volatility?
Hence, diversification across market cap viz. large cap, mid cap, and small cap can help you to lower the impact of volatility on your portfolio and thereby earn better risk-adjusted returns. Multi Cap Fund is one such category of equity mutual fund that invests in equities of small, mid, and large-sized companies.