Page 3 - Mid Caps News Today

Investment portfolio rebalancing at regular intervals helps you maintain your asset allocation ratio and manage risks better.

Yogesh Kalwani of InCred Wealth expects the earnings momentum to remain strong not only in the current quarter but also through FY24 and FY25

Investors should set goals and segregate investments into long and short term portfolios. Long-term portfolio should have positive risk-adjusted return.

Even as the Sensex and the NSE Nifty 50 are scaling new heights, the exciting story in the market continues to be elsewhere.

Weak (low growth plus low quality) mid Caps and small Caps are in bubble zone and caution is advised. Strong (high growth plus high quality) Mid Caps and Small Caps present an opportunity for long term investors, says Vinay Paharia, CIO, PGIM ...

“The greed and fear indicator suggests that today everybody wants to own mid, small, micro and nobody wants to own largecaps. Our sense is that the same was repeated in 2017, though today it is to a lesser extent. In 2018-19, we saw the broader markets correcting but the Nifty held on to where it was. ”

Financial advisors recommend a small allocation to these segments as the drop in returns in case of a market collapse can be sharper. Also, it is best to keep insurance and investment needs separate and opt for systematic investment through the mutual fund route for investing in these categories

Similarly, after the decline observed on September 12th, 2023, both the Nifty Midcap 150 and Small Cap 250 indices have not yet completely bounced back. However, there are 26 stocks within the Nifty Midcap 150 and 54 stocks within the Small Cap 250 that are now trading above their September 11 highs.

India Business News: Wealth managers advise on what’s the best route to investing an amount of Rs 20 lakh in the markets in the current conditions.

Looking to diversify away from expensive, tech-related large caps? Try an active smid cap ETF like TMSL on for size.