Mid cap and small cap mutual fund schemes on the path of revival?

Capitalstars Investment Advisor

Mid-cap mutual fund category is offering 5.06% returns in one year and small-cap funds category is offering 0.46% returns in the same period. The large-cap category is offering 12.64% returns in one year.

The market is hovering around its historic peak, but only some large-cap schemes benefited from it. Mid-cap and small-cap mutual fund schemes continue to languish at the bottom.

Many mutual fund investors share the sentiment. Even the data seems to support their claim. Small and mid-cap schemes seem to have gotten out of the negative territory with the rally, but they are yet to start performing well. Mid-cap mutual fund category is offering 5.06% returns in one year and the small-cap funds' category is offering 0.46% returns in the same period. The large-cap category is offering 12.64% returns in one year.

Here is the scoop: your mid-cap and small-cap schemes may be on the path of the revival of sorts. Yogesh Bhatt, Senior Fund Manager, ICICI Prudential Mutual Fund, says the recent uptick that was witnessed in the S&P BSE Sensex is not a narrow-based rally. “The rally is very much happening across the broader indices. The broader market index is up 2.5%, whereas the small-cap index has gone up 4.5 % in the last two weeks,” says Bhatt.

Bhatt firmly believes that the mid-cap and small-cap schemes are on the path of recovery. “Even though two weeks are a small time-frame to consider, we believe that revival is in process in small and mid-caps,” he says.

Neelesh Surana, CIO, Mirae Asset, also shares the view that the mid-cap and small-cap segments have started showing signs of revival. Surana manages Mirae Asset Emerging Bluechip Fund, one of the top-performing large & mid-cap scheme. The scheme manages assets worth of little over Rs 8,000 crore as on September.


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