Latest news with #NiftySmallcap250TRI
Time of India
5 days ago
- Business
- Time of India
Midcaps outshine smallcaps long-term; offer more stability; deliver 'risk-adjusted returns'
Mutual funds focused on midcap stocks have delivered stronger long-term returns for investors using systematic investment plans (SIPs), outperforming smallcap funds over longer periods. According to a study by Equirus Credence Family Office, the Nifty Midcap 150 Total Returns Index (TRI) generated an average return of 17.3% over 10-year rolling periods, compared to 15.1% for the Nifty small cap 250 TRI. Over 15 years, the trend continued, with midcaps delivering 16.9%, outperforming smallcaps, which returned 14.1%. "Midcap stocks have outperformed smallcaps over long term offering better risk-adjusted returns, stronger business fundamentals, and higher survivability," Chanchal Agarwal, CIO, Equirus Credence Family Office told ET. In the classification system, companies ranked 101-250 by market capitalisation are considered midcaps, whilst those ranked 251 and below are designated smallcaps. The midcap segment represents a more concentrated space versus smallcaps, which encompass a broader, more diverse group of companies. Recent substantial fund inflows through SIPs have particularly influenced midcap stocks, affecting their valuations and performance. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like 15 most beautiful women in the world Undo Shorter duration analysis shows midcap index returns of 13.9% and 17.4% over three and five years respectively, surpassing smallcap returns of 11.9% and 15.11%. "The best smallcap companies go on to become midcap companies and hence it is logical that over the longer term they offer better returns," Trideep Bhattacharya, CIO, Edelweiss Mutual Fund told ET. Midcap stocks have shown more stability than smallcaps, with significantly lower drawdowns over time. According to data from Equirus Credence Family Office, the lowest five- and ten-year rolling monthly SIP returns for the Nifty Midcap 150 TRI were -8.2% and 6%, respectively. In contrast, the Nifty Smallcap 250 TRI posted much steeper minimum returns of -21.2% and 0.2% over the same periods. Midcap stocks are now trading at a premium to large-cap blue chips. The Nifty Midcap 150 has a price-to-earnings (PE) ratio of 35.21, higher than the Nifty 50's 22.29 and the Nifty Smallcap 250's 33.82. Stay informed with the latest business news, updates on bank holidays and public holidays . AI Masterclass for Students. Upskill Young Ones Today!– Join Now
Time of India
6 days ago
- Business
- Time of India
Fitter & Stronger: Midcaps outperform smallcaps in long term
"They are no longer small or unproven; many have solid balance sheets, professional management, and institutional interest." Mutual funds focusing on midcap stocks have shown strong returns for SIP investors over time. Nifty Midcap 150 TRI has surpassed Nifty Smallcap 250 TRI in 10 and 15-year returns. Midcaps offer better risk-adjusted returns and stronger fundamentals. Recent MF inflows have significantly impacted midcap valuations. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Mumbai: Mutual funds that bet on midcap stocks have worked well for investors who have used systematic investment plans (SIPs) over longer periods, outperforming their smallcap counterparts.A study by Equirus Credence Family Office shows that the Nifty Midcap 150 Total Returns Index (TRI) delivered an average return of 17.3%, vs 15.1% for Nifty Smallcap 250 TRI, based on 10-year rolling returns. Over 15 years, the midcap index returned 16.9% versus 14.1% for the smallcap index."Midcap stocks have outperformed smallcaps over long term offering better risk-adjusted returns , stronger business fundamentals, and higher survivability," says Chanchal Agarwal, CIO, Equirus Credence Family funds categorise companies ranked 101-250 by market capitalisation as midcaps, while those ranked 251 and below fall under the category of makes the midcap universe a narrower space compared to small caps, which comprise a much larger and more fragmented set of companies. The recent flood of MF inflows, through SIPs, has had a more concentrated and pronounced impact on midcap stocks, driving valuations and supporting over shorter durations of three and five years, the midcap index returned 13.9% and 17.4%, respectively, as against 11.9% and 15.11% for small caps."The best smallcap companies go on to become midcap companies and hence it is logical that over the longer term they offer better returns," says Trideep Bhattacharya, CIO, Edelweiss Mutual also tend to experience lower drawdowns compared to smallcap funds. The minimum return over a five- and ten-year period for a rolling monthly SIP in Nifty Midcap 150 TRI was -8.2% and 6%, respectively. In comparison, the Nifty Smallcap 250 TRI posted minimum returns of -21.2% and 0.2%. The outperformances have resulted in midcaps trading at a premium to blue-chips. The Nifty Midcap 150 is at a PE ratio of 35.21 times as against 22.29 of Nifty. The Nifty Smallcap 250's PE ratio is 33.82 rich valuations, Equirus Credence expects midcaps to continue doing well. "Midcap companies are in a strong position," said Agarwal. "They are no longer small or unproven; many have solid balance sheets, professional management, and institutional interest."
Economic Times
6 days ago
- Business
- Economic Times
Fitter & Stronger: Midcaps outperform smallcaps in long term
Agencies Live Events Mumbai: Mutual funds that bet on midcap stocks have worked well for investors who have used systematic investment plans (SIPs) over longer periods, outperforming their smallcap counterparts.A study by Equirus Credence Family Office shows that the Nifty Midcap 150 Total Returns Index (TRI) delivered an average return of 17.3%, vs 15.1% for Nifty Smallcap 250 TRI, based on 10-year rolling returns. Over 15 years, the midcap index returned 16.9% versus 14.1% for the smallcap index."Midcap stocks have outperformed smallcaps over long term offering better risk-adjusted returns , stronger business fundamentals, and higher survivability," says Chanchal Agarwal, CIO, Equirus Credence Family funds categorise companies ranked 101-250 by market capitalisation as midcaps, while those ranked 251 and below fall under the category of makes the midcap universe a narrower space compared to small caps, which comprise a much larger and more fragmented set of companies. The recent flood of MF inflows, through SIPs, has had a more concentrated and pronounced impact on midcap stocks, driving valuations and supporting over shorter durations of three and five years, the midcap index returned 13.9% and 17.4%, respectively, as against 11.9% and 15.11% for small caps."The best smallcap companies go on to become midcap companies and hence it is logical that over the longer term they offer better returns," says Trideep Bhattacharya, CIO, Edelweiss Mutual also tend to experience lower drawdowns compared to smallcap funds. The minimum return over a five- and ten-year period for a rolling monthly SIP in Nifty Midcap 150 TRI was -8.2% and 6%, respectively. In comparison, the Nifty Smallcap 250 TRI posted minimum returns of -21.2% and 0.2%. The outperformances have resulted in midcaps trading at a premium to blue-chips. The Nifty Midcap 150 is at a PE ratio of 35.21 times as against 22.29 of Nifty. The Nifty Smallcap 250's PE ratio is 33.82 rich valuations, Equirus Credence expects midcaps to continue doing well. "Midcap companies are in a strong position," said Agarwal. "They are no longer small or unproven; many have solid balance sheets, professional management, and institutional interest."
Economic Times
09-07-2025
- Business
- Economic Times
Quant Small Cap Fund adds Siemens Energy India, 5 others; exits ITC in June
Quant Small Cap Fund made portfolio adjustments in June. The fund introduced Siemens Energy India and five other stocks. Quant Small Cap Fund, the largest scheme managed by Quant Mutual Fund, added Siemens Energy India and five other stocks to its portfolio in June, while making a complete exit from ITC and one additional stock during the same period. In June, the fund added 7.20 lakh shares of Siemens Energy India. It also picked up 2.84 crore shares of Capri Global Capital, 79.62 lakh shares of Embassy Developments, and 47.01 lakh warrants of Suven Life Sciences. Additionally, it acquired 14.65 lakh shares of Oswal Pumps and 14.25 lakh shares of Digitide Solutions during the same month. Also Read | NFO Insight: Quant Mutual Fund's equity saving fund opens for subscription. Should you add this in current market scenario? The fund sold 3.49 lakh shares of ITC and 79.62 lakh shares of Equinox India Developments from its portfolio in June. During the same period, it increased its stake in 11 stocks. The fund added 83.87 lakh shares of ONGC, raising its total holding to 1.83 crore shares in June, up from 1 crore shares in May. The fund also purchased 47.90 lakh shares of Welspun Living and 40.36 lakh shares of National Buildings Construction Corporation (NBCC). Additionally, the fund increased its holding in Delhivery by 28,471 shares and added 2.70 lakh shares of Zydus Wellness. Other stocks where it raised stake include Vinati Organics, Stanley Lifestyles, SMS Pharmaceuticals, Poly Medicure, Laxmi Dental, and Anand Rathi Wealth. The fund also trimmed its exposure in two stocks during the month. It sold 6.84 lakh shares of Aadhar Housing Finance, reducing its holding to 9.55 lakh shares in June, down from 16.39 lakh shares in May. Similarly, it sold 6.81 lakh shares of HP Adhesives, bringing the total holding down to 11.83 lakh shares in June from 18.65 lakh shares in May. Also Read | 12 equity mutual funds offer over 25% CAGR in 5 years, smallcap funds lead The exposure in around 77 stocks remained unchanged, including Adani Enterprises, Adani Power, Bata India, BASF India, Bayer Cropscience, Castrol India, EID Parry (India), Jana Small Finance Bank, Jio Financial Services, Juniper Hotels, Piramal Enterprises, RBL Bank, Reliance Industries, Sanofi India, Sula Vineyards, and Welspun assets under management (AUM) of the fund stood at Rs 29,629 crore as of June 30, 2025. In June, the fund held 96 stocks, up from 92 stocks in primary investment objective of the scheme is to generate capital appreciation and provide long-term growth opportunities by investing in a diversified portfolio of small-cap on October 29, 1996, the fund is benchmarked against the Nifty Smallcap 250 TRI and is managed by Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, and Sanjeev Sharma. Also Read | Mid and small cap allocation rises across equity and hybrid funds, buying opportunity in 7 sectors: Quant Mutual Fund According to the monthly release by the fund house, Quant Small Cap Fund invests the majority of its portfolio in small-cap stocks. The portfolio is constructed from both a medium-term and long-term perspective, making the scheme apt for long-term investors.
