Latest news with #MidCapFund
Yahoo
4 hours ago
- Business
- Yahoo
Kosmos Energy Ltd. (KOS) Fell Due to Market Concerns Amid OPEC+ Supply and Demand Fears
Hotchkis & Wiley, an investment management company, released its 'Hotchkis & Wiley Mid-Cap Value Fund' second quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter of 2025, equity market performance experienced significant volatility, primarily due to changes in U.S. trade policies and escalating geopolitical tensions. The fund lagged behind the Russell Midcap Value Index in the second quarter, gaining 3.63% vs 5.35% for the index. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second-quarter 2025 investor letter, Hotchkis & Wiley Mid-Cap Fund highlighted stocks such as Kosmos Energy Ltd. (NYSE:KOS). Incorporated in 2003, Kosmos Energy Ltd. (NYSE:KOS) is a deep-water exploration and production company. The one-month return of Kosmos Energy Ltd. (NYSE:KOS) was 12.37%, and its shares lost 59.76% of their value over the last 52 weeks. On July 29, 2025, Kosmos Energy Ltd. (NYSE:KOS) stock closed at $2.32 per share with a market capitalization of $1.109 billion. Hotchkis & Wiley Mid-Cap Fund stated the following regarding Kosmos Energy Ltd. (NYSE:KOS) in its second quarter 2025 investor letter: "Kosmos Energy Ltd. (NYSE:KOS) is an independent exploration and production (E&P) focused offshore. Kosmos is competitively differentiated because of the expertise it takes to explore, discover and operate assets offshore. Kosmos' producing assets are located in the US Gulf of Mexico, Ghana and Equatorial Guinea. Shares fell over the quarter on worries about the Organization of the Petroleum Exporting Countries+ (OPEC+) barrels returning to the market, coupled with worries about slowing demand. We continue to believe the valuation of the stock does not fully reflect the value of the Company's existing production. In addition to its existing production it also has additional brownfield and greenfield liquified natural gas (LNG) development opportunities, an exploration portfolio, and a platform to acquire and operate additional offshore resources." A drilling platform in the middle of the ocean, showing the oil and gas exploration process. Kosmos Energy Ltd. (NYSE:KOS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held Kosmos Energy Ltd. (NYSE:KOS) at the end of the first quarter, which was 27 in the previous quarter. While we acknowledge the potential of Kosmos Energy Ltd. (NYSE:KOS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Kosmos Energy Ltd. (NYSE:KOS) and shared Patient Capital Opportunity Equity Strategy's views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
News18
2 days ago
- Business
- News18
NFO Alert: Bank of India Mutual Fund Launches Mid Cap Fund to Tap India's Growth Story
Last Updated: Bank of India Mutual Fund launched the Mid Cap Fund, an open-ended equity scheme aiming for long-term capital growth by investing in mid-cap companies. Bank of India Mutual Fund has launched the Bank of India Mid Cap Fund, an open-ended equity scheme that aims to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments of mid-cap companies. With India's economy entering a new phase of structural growth, mid-cap companies are emerging as an opportunity for wealth creation. The Bank of India Mid Cap Fund is designed to capture this dynamic opportunity by identifying quality mid-sized enterprises with scalable business models, strong management, and competitive moats. Speaking on the launch, Mr. Mohit Bhatia, CEO – Bank of India Investment Managers Private Limited (BOIIM), said: 'The launch of the Bank of India Mid Cap Fund reflects our commitment to offering investors access to high-growth opportunities in India's vibrant equity markets. As the Indian economy continues to expand and diversify, we believe mid-cap companies are well-positioned to be key beneficiaries of the next phase of value creation across sunrise sectors & business models, as well as opportunities for existing companies benefiting from India's increasing integration in the global supply chains. The Objective Of Bank of India Mid Cap Fund? • Aims to capture India's multi-year structural growth through high-potential mid-cap companies. • Backed by BOIIM's proven execution in managing equity funds with decent exposure in Mid Cap space • Diversified exposure across key growth sectors like financials, industrials, healthcare, and consumer. • Healthy diversification across stocks and sectors • Stringent risk management processes. Key Highlights of the Fund: • Focused on identifying quality mid-cap businesses with proven execution, scalable models, and sectoral tailwinds • Follows a bottom-up stock-picking approach • Seeks to balance growth and risk by investing in companies with competitive advantages and strong management • Aims to leverage long-term compounding potential in India's expanding mid-cap space This fund is designed for investors seeking long-term capital appreciation by investing in fundamentally strong mid-cap companies that have the potential to generate relatively higher returns. view comments Disclaimer: Comments reflect users' views, not News18's. Please keep discussions respectful and constructive. Abusive, defamatory, or illegal comments will be removed. News18 may disable any comment at its discretion. By posting, you agree to our Terms of Use and Privacy Policy.
Time of India
2 days ago
- Business
- Time of India
NFO Update: Bank of India Mutual Fund launches BOI Mid Cap Fund
Bank of India Mutual Fund has announced the launch of the Bank of India Mid Cap Fund , an open-ended equity scheme aiming to generate long-term capital appreciation by investing predominantly in equity and equity-related instruments of mid-cap companies. The New Fund Offer ( NFO ) will open for subscription on July 31 and close on August 14. Also Read | Smallcap mutual funds dominate return charts in 5 & 10 years. What's driving the surge? Explore courses from Top Institutes in Please select course: Select a Course Category healthcare Data Analytics Healthcare Digital Marketing CXO Artificial Intelligence PGDM Technology MCA Product Management MBA Degree Data Science Public Policy Operations Management others Finance Leadership Others Design Thinking Project Management Management Cybersecurity Data Science Skills you'll gain: Duration: 11 Months IIM Lucknow CERT-IIML Healthcare Management India Starts on undefined Get Details "The launch of the Bank of India Mid Cap Fund reflects our commitment to offering investors access to high-growth opportunities in India's vibrant equity markets. As the Indian economy continues to expand and diversify, we believe mid-cap companies are well-positioned to be key beneficiaries of the next phase of value creation across sunrise sectors and business models, as well as existing companies benefiting from India's increasing integration into global supply chains,' said Mohit Bhatia, CEO – Bank of India Investment Managers Private Limited (BOIIM). Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » 'This fund is designed to help investors participate in that journey with discipline and confidence,' he added. The performance of the fund will be benchmarked against the Nifty Midcap 150 Total Return Index and will be managed by Alok Singh. Live Events The minimum application amount is Rs 5,000, and in multiples of Re 1 thereafter. The exit load is 1% for redemptions/switch-outs of units within 60 days from the date of allotment. It will be nil for any redemption/switch-out after 60 days. With India's economy entering a new phase of structural growth, mid-cap companies are emerging as a strong opportunity for wealth creation. The Bank of India Mid Cap Fund is designed to capture this dynamic opportunity by identifying quality mid-sized enterprises with scalable business models, strong management, and competitive moats, the press release stated. 'The Bank of India Mid Cap Fund is designed for investors willing to stay invested for the long term and participate in India's mid-cap growth opportunity through professional fund management. Mid-cap stocks often have the potential to outperform their larger counterparts during market recoveries, and this fund aims to capitalize on that potential—offering investors a unique opportunity to engage in the Indian growth narrative,' said Alok Singh, CIO – BOIIM. According to the fund house, the scheme aims to capture India's multi-year structural growth through high-potential mid-cap companies. It is backed by BOIIM's proven expertise in managing equity funds with meaningful mid-cap exposure. The fund offers diversified exposure across key growth sectors like financials, industrials, healthcare, and consumer. It also follows stringent risk management processes and maintains healthy diversification across stocks and sectors. Also Read | Consistent performers: Over 40 equity mutual funds offer over 15% CAGR in 3, 5, 7 and 10 year horizons The fund is focused on identifying quality mid-cap businesses with proven execution, scalable models, and sectoral tailwinds and it will follow a bottom-up stock-picking approach The fund seeks to balance growth and risk by investing in companies with competitive advantages and strong management and aims to leverage long-term compounding potential in India's expanding mid-cap space This fund is designed for investors seeking long-term capital appreciation by investing in fundamentally strong mid-cap companies that have the potential to generate relatively higher returns.
Time of India
2 days ago
- Business
- Time of India
Consistent performers: Over 40 equity mutual funds offer over 15% CAGR in 3, 5, 7 and 10 year horizons
A recent analysis by ET Mutual Funds reveals that nearly 41 equity mutual funds have consistently delivered over 15% CAGR across the last three, five, seven, and ten years. Quant Mutual Fund leads with six such schemes, followed by several fund houses with three qualifying funds each. Edelweiss Mid Cap Fund stood out with impressive returns across all timeframes. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Nearly 41 equity mutual funds have delivered over 15% CAGR over the last three, five, seven, and 10 years, according to a data analysis by ET Mutual Funds . Of the total, around 156 funds have completed 10 years of existence in the analysis showed that the maximum number of such funds came from Quant Mutual Fund , with six of its schemes generating over 15% CAGR across all four time horizons. This was followed by five fund houses, each with three qualifying mid-cap and small-cap funds from Axis Mutual Fund delivered over 15% CAGR across the three-, five-, seven-, and 10-year periods. Similarly, DSP ELSS Tax Saver Fund and DSP Small Cap Fund also exceeded the 15% CAGR mark in all four time frames. Edelweiss Mid Cap Fund stood out with returns of 26.39%, 31.28%, 19.94%, and 17.42% over the last three, five, seven, and 10 years, three funds from HDFC Mutual Fund that featured in the list of funds delivering over 15% CAGR across all the mentioned time horizons were HDFC Flexi Cap Fund, HDFC Mid Cap Fund, and HDFC Small Cap Prudential Large & Mid Cap Fund, ICICI Prudential Midcap Fund, and ICICI Prudential Smallcap Fund also managed to deliver more than 15% CAGR in all four three funds from Kotak Mutual Fund that made it to the list were Kotak Contra Fund, Kotak Midcap Fund, and Kotak Small Cap Fund. Nippon India Growth Mid Cap Fund and Nippon India Small Cap Fund also delivered over 15% CAGR in the last three, five, seven, and 10 years. Notably, Nippon India Small Cap Fund is the largest small-cap fund based on assets under management. Parag Parikh Flexi Cap Fund , the largest active and flexi cap fund based on assets managed, offered over 15% CAGR across all the mentioned six funds from Quant Mutual Fund that delivered more than 15% CAGR across all four horizons were Quant ELSS Tax Saver Fund, Quant Flexi Cap Fund, Quant Large & Mid Cap Fund, Quant Mid Cap Fund, Quant Multi Cap Fund, and Quant Small Cap Fund SBI Contra Fund, the largest and oldest contra fund, delivered CAGR returns of 22.61%, 31.28%, 19.45%, and 15.66% over the last three, five, seven, and 10 years, respectively. SBI Small Cap Fund and Tata Mid Cap Fund also featured in the list, offering over 15% CAGR in all four time the last three years, Invesco India Midcap Fund delivered the highest return of 29.77%, while Quant Multi Cap Fund posted the lowest at 15.35%. Over the last five years, Quant Small Cap Fund topped the chart with a CAGR of 40.63%, whereas 360 ONE Focused Fund gave the lowest return at 21.92% Small Cap Fund also led the seven-year category with a 25.91% CAGR, while Canara Robeco Large and Mid Cap Fund recorded the lowest CAGR at around 15.20%. In the 10-year horizon, Nippon India Small Cap Fund was the top performer, offering a 20.89% CAGR, while Kotak Contra Fund delivered the lowest at approximately 15% important to note that several funds offered over 15% CAGR in one, two, or three of the mentioned horizons but were excluded from the list, as only those consistently delivering over 15% CAGR across all four timeframes were analysis included all equity mutual funds, excluding sectoral and thematic funds. Only regular growth options were considered. CAGR was calculated for the last three, five, seven, and 10 This analysis is not a recommendation. It was conducted to identify consistent equity mutual fund performers offering over 15% CAGR across all four time horizons. Investors should not make investment or redemption decisions based solely on this consider your risk appetite, investment horizon, and financial goals before making any investment decisions.: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Time of India
22-07-2025
- Business
- Time of India
14 equity mutual funds lost over 5% in 9 months. Have you parked your savings in any of them?
Around 14 equity mutual funds have lost over 5% in the last nine months, an analysis by ETMutualFunds showed. The analysis covered 275 funds, excluding sectoral and thematic categories. The top two losers during this period were both flexi cap funds: Samco Flexi Cap Fund declined 12.59%, while Shriram Flexi Cap Fund fell 10.02%. Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like 3BHK Transformation Possible for ₹4.5 Lakh? HomeLane Get Quote Undo Also Read | MF Tracker: Will Invesco India PSU Equity Fund shine again after topping 3-year charts? Shriram ELSS Tax Saver Fund, an ELSS fund, gave a negative return of 9.39% in the last nine months, followed by Motilal Oswal Focused Fund, which gave a negative return of 8.45% in the said time period. Live Events The next two funds were also flexi cap funds. NJ Flexi Cap Fund and JM Flexicap Fund offered a negative return of 7.27% and 7.23%, respectively, in the said time period. The next four funds in the list were from Quant Mutual Fund. Quant ELSS Tax Saver Fund, Quant Multi Cap Fund , Quant Large & Mid Cap Fund, and Quant Mid Cap Fund delivered a negative return of 6.66%, 6.09%, 6.07%, and 6.05%, respectively, in the above-mentioned time period. Samco ELSS Tax Saver Fund and Baroda BNP Paribas Value Fund offered a negative return of 5.67% and 5.50%, respectively, in the mentioned period. And lastly, JM Focused Fund and Quant Flexi Cap Fund lost 5.21% and 5.05%, respectively, in the same time period. There were 275 funds, of which 123 gave negative returns in the last nine months, 150 gave positive returns, and two gave zero return. Quant Flexi Cap Fund delivered a negative return of 4.87% in the same period, and Quant Small Cap Fund offered a negative return of 3.19% in the same time period. LIC MF Midcap Fund lost the lowest, around 0.01%, in the similar period. Positive performers Motilal Oswal Multi Cap Fund and Invesco India Midcap Fund delivered double-digit returns of 14.05% and 10.75%, respectively, over the last nine months. Also Read | Can PPFAS Flexi Cap Fund handle Rs 1 lakh crore money? CEO Neil Parikh explains Parag Parikh Flexi Cap Fund, the largest active flexi cap fund based on assets under management, gave a 5.37% return in the same period. Quantum Value Fund was the last one to deliver a positive return of 0.02% in the same period. We considered equity mutual funds, excluding sectoral and thematic funds. We considered regular and growth options, and calculated performance for the last nine months. Note: The above exercise is not a recommendation. It was conducted to identify which equity mutual funds lost over 5% in the last nine months. One should not make investment or redemption decisions based solely on this exercise. One should always consider risk appetite, investment horizon, and financial goals before making any investment decisions.
