BEST MICRO CAP STOCKS FOR 2016 HOW TO

( You can visit mutual funds section of and click on ‘overview’ of any mf scheme to know its investment objective) Investment Objective of the MF Scheme: You can get a rough idea about the type of the fund or to which fund class it belongs to by going through the MF Scheme’s investment objective.

BEST MICRO CAP STOCKS FOR 2016 HOW TO

How to check if my mutual fund is a Large Cap or Mid cap fund? Multi-cap Funds are diversified mutual funds which can invest in stocks across market capitalization. The scheme’s assets can be invested in shares of large, medium (or) small size companies. Around 37% & 68% of fund’s assets have been invested in mid-cap and Small-Cap stocks respectively.īesides above, you might have also heard about ‘Multi-cap’ funds or Diversified Equity Funds. (BSE Small cap index can be considered as the reference point for small cap stocks) Small-Cap Mutual Funds: The Small-cap oriented mutual fund schemes invest in companies having small market capitalization ie less than Rs 50 billion.Around 26%, 52%& 16% of fund’s assets have been invested in Large, Mid & Small cap stocks respectively. Example : HDFC Mid-cap Opportunities Fund.

(BSE Mid-cap index can be considered as the reference point)

Mid-cap Mutual Funds: The mid-cap oriented mutual fund schemes invest in companies having moderate market capitalization, ranges from Rs 50 billion to Rs 200 billion.

Example : Birla Sunlife Frontline Equity.

Market capitalization for stocks in the BSE-100 Index, for instance, ranges from Rs 200 billion to Rs 3,500 billion. One can look at the BSE-Sensex or BSE-100 Index as a reference point for large cap stocks. companies which have market capitalization of more than Rs 200 billion (Rs 20,000 crore).

Large Cap Mutual Funds: Large cap mutual funds invest in large cap companies i.e.

Mutual Fund Categories – Different Market Caps – Large Cap, Mid-cap & Small CapĮquity Mutual Funds can be classified as Large cap, Mid-cap (or)Small cap funds based on the size of the companies in which the fund invests and not the size of the mutual fund itself. So, if a mutual fund scheme invests a major portion of its corpus in Large companies then it can be classified as a ‘Large-cap’ fund.

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