Quick Take: Don't get carried away by mid-cap returns

Oct 18, 2023

In the market, everything is cyclical. We have seen it play out again and again.

This time, we are faced with a stellar mid-cap rally. Here's a look at the performance of mid-cap funds, as on October 16, 2023. These are the regular schemes of the growth plans.

Way back in 2017, when mid-cap funds were putting up some fabulous numbers, Kaustubh Belapurkar, director of fund research, advised investors to play it safe. That advice is extremely relevant even today. In How to choose the right mid-cap fund, Kaustubh points to traits that make for a successful fund manager and what investors should keep in mind.

Last month, I shared the list of mid-cap funds that our analysts had a take on. Here’s a look at their  insights and research in A deep dive into 8 mid-cap funds.

Do your homework. Don't get carried away by the best performer. Keep the allocation to mid caps in your portfolio at a sensible number.
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Aravind Sankeerth
Oct 18 2023 01:59 PM
I think Union Small Cap and ITI Small Cap have got a trick under their sleeve to be unnoticed but very powerful
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