SEBI Modifies Multi-cap Fund Classification

What happens when a regulator tries to over regulate? This happens. BSE small-cap is up 4%. The reason? SEBI released a circular on September 11, 2020 requiring all multi-cap funds to hold at least 25% of total assets in large-cap, mid-cap and small-cap companies. It feels a bit weird to have this kind of limitation on a multi-cap fund. If 25% of assets are invested in small-cap companies, it will drive up the investment in the small-caps. It will basically drive up the prices of small-caps. Why was this decision taken? SEBI released a clarification on September 13, 2020 as … Continue reading “SEBI Modifies Multi-cap Fund Classification”

Invest Across Market-caps for Better Returns

If you want better returns for your investments, choose to invest across market caps. Generally, choosing 2-3 good multi-cap funds is sufficient for most investors. However, if you want to be a bit more aggressive with your investments, add some small-cap and mid-cap funds. But how much? That is the question I will try to answer in today’s post.   Disclaimer: Information provided in this blog is to help educate you. I am not suggesting that is the right way to do it. Any names mentioned within the post are used only as examples, and should not be considered as … Continue reading “Invest Across Market-caps for Better Returns”