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MidcapSIPsdotwiceaswellaslarge
capplans
ByPrashantMahesh,ETBureau|3Dec,2015,01.55AMIST PostaComment
READMOREONstocks|mutualfunds|investments
Mumbai:Investorswhohadsystematic
investmentplans(SIPs)inmidcapequity
mutualfundssawfarhigherreturnsthan
schemesfocusedonlargecapsoverthe
pastthreeyears.
Midcapshaveralliedwhilebluechips
underperformedsharply,andinvestorswho
chosemidcapshavemadedoublethe
returnswhencomparedwiththatoflarge
caps.Therunuphasledtosomemidcap
Dragaccordingtoyourconvenience
stocksbeingovervalued,andfund
ETNOWRADIO ETNOW TIMESNOW ETSPECIAL: Lovevisualaspectofnews?Enjoy
managersandfinancialadvisorssaythat
thisexclusiveslideshowstreat!
NOWPLAYING investorsshouldnowturntolargecaps.
FirstTrades
InSIPs,investorsparkafixedsumeverymonthtypically
intoequitymutualfundschemesatapredefineddate
monthlyorquarterly.Thishelpsmitigaterisksoflumpsum
investments.AccordingtoanETstudy,HDFCMidcap
OpportunitiesFundhasdeliveredannualreturnsof34.54%
SPOTLIGHT inthelastthreeyears,comparedto15.33%ofHDFCTop
200,alargecapfund.Similarly,AxisMidcaphasgiven
Placementseason Banking 30.66%intheperiodcomparedwithAxisEquity's(large
cap)15.39%.ICICIMidcaphasgiven38.68%compared
withICICIFocusedBluechip's16.78%.
TheBSE'sMidcapindexhasgained17%onacompounded
basisinthelastthreeyearscomparedwiththeSensex's
riseof10.59%."Midcapsareovervaluedvisavistheirlarge
cappeers.Withtheglobalenvironmentturningmore
uncertain,investorswoulddowelltoputadditionalmoneyin
largecapstocks,wherethereisamarginofsafety,"says
IITgraduatesscoreacrorein Newlendingcalculations
payonDay1ofplacements methodhastopbanksinafixVishalDhawan,chieffinancialplanner,PlanAheadWealth
3studentsatIITKanpurstudentshave AnalystssayNIMsofbankscouldfallbyAdvisors.
baggedoffersofaboutRs1.4croreper 1030bpsastheyadjusttoanewinterest
annum,breakingitslastyear'shighest Overthelastyear,thevaluationgapbetweenlargeand
rateregimewithpublicsectorbanksseeing
offerrecordofRs93lakh. maximumsqueeze. midcapstockshasnarrowed.TheMidcapIndex'spriceto
BestIITMadrasgeeksgetmidnightcall earnings(P/E)ratio,whichwasat16.77inDecember2014,
fromGoogle,Microsoft
PlacementpressureputsIITstudentson hasrisento21.32,whiletheNifty'sP/Ereducedmarginally
depressioncourse from21.81to21.51."Midcapsarenowtradingatapremium
tolargecaps,thoughhistoricallytheytradeatadiscount.
http://economictimes.indiatimes.com/markets/stocks/news/midcapsipsdotwiceaswellaslargecapplans/articleshow/50019162.cms 1/5
12/3/2015 MidcapSIPsdotwiceaswellaslargecapplansTheEconomicTimes
Largecapshaveunderperformedassellingoverthelastyearhascomeprimarilyfrom
foreigninvestorswhoownlargecaps,"saysHarshaUpadhyaya,headequity
investments),KotakMutualFund.
Inflationdip&preferenceforpremiumproducts
makesstocksdrivenbyconsumptionattractive
SBI,Axis&otherstobehitbynewlendingrate
norm
Eicher,Maruti,Lupinamong6buyideasoftop
brokerages
Growthpickinguppace,canbegoodtimetoplay
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reasonablygoodyearin2016
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http://economictimes.indiatimes.com/markets/stocks/news/midcapsipsdotwiceaswellaslargecapplans/articleshow/50019162.cms 2/5
12/3/2015 MidcapSIPsdotwiceaswellaslargecapplansTheEconomicTimes
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http://economictimes.indiatimes.com/markets/stocks/news/midcapsipsdotwiceaswellaslargecapplans/articleshow/50019162.cms 3/5
12/3/2015 MidcapSIPsdotwiceaswellaslargecapplansTheEconomicTimes
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Chennairains:Software,
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affected
Inflationdip&preferencefor
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stocksdrivenbyconsumption
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affected
Learningfromthetrailblazers:
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workplacetips
Inflationdip&preferenceforpremiumproducts
http://economictimes.indiatimes.com/markets/stocks/news/midcapsipsdotwiceaswellaslargecapplans/articleshow/50019162.cms 4/5
12/3/2015 MidcapSIPsdotwiceaswellaslargecapplansTheEconomicTimes
makesstocksdrivenby
consumptionattractive
20minutesofyogacanmake
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