Thursday, January 29, 2015

The Multi-cap Advantage




Multi-cap funds have the flexibility to invest in the companies of various sizes depending on the market conditions

Multi-cap funds, as per our classification, are funds with a large-cap exposure of 40 to 60 per cent over the last three years. These are flexible, go-anywhere funds which hold a blend of large-cap, mid-cap and small stocks in their portfolio at all times. These funds have higher risk associated with them, compared to pure large-cap funds as the fund management is dynamic and the portfolio composition may keep changing as the market shifts direction.
They form part of our stable growth category because such funds have the leeway to change their orientation depending on market conditions. If markets are in a bullish phase or the earnings cycle is in an uptrend, they can increase the allocation to mid and small-cap stocks. They can also prune such exposure when the markets turn unfavourable. Such a shift helps to reduce the downside as compared to mid- and small-cap funds. This category has the lowest number of funds within open-end diversified funds, with only 32 funds in this category. They account for 11 per cent of the total assets under management of open-ended diversified funds and have generated an annualised ten-year average return of 18.83 per cent.
As markets will always remain prone to volatility, it is good for investors to hold these funds as they have the freedom to invest in any stock irrespective of theme, sector or size.

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