Best printers for Home

Best Mixer Grinder

Best wired Earphones

Best 43 Inch TV in India

Best Wi Fi Routers

Best Home Theatre in India

Smart Watch under 5000

Best Laptops for Education

Best Laptop for Students

Markets regulator <keyword id="19901201" type="General" weightage="100" keywordseo="Sebi" source="keywords" meta.keywordsubtype="org" meta.entityname="Sebi" meta.hostid="153" meta.entityid="Sebi">SEBI</keyword> has asked the <keyword id="20677983" type="General" weightage="20" keywordseo="mutual-fund-industry" source="keywords">mutual fund industry</keyword> to proactively conduct stress tests, a key component of <keyword id="20383727" type="General" weightage="20" keywordseo="risk-management" source="keywords">risk management</keyword> for the financial sector, which will help strengthen the ecosystem, its whole-time member Ananth Narayan Gopalakrishnan said on Friday. The regulator's stress testing emphasizes the need to assess and manage liquidity risks, especially in small and midcap equity schemes. Speaking at a mutual fund event, Gopalakrishnan highlighted the importance of modelling stress scenarios not just for individual schemes or fund houses, but for the entire mutual fund ecosystem. "It is also important to model stress scenarios for the entire composite mutual fund ecosystem. I would strongly encourage the industry and <keyword id="20090036" type="General" weightage="20" keywordseo="AMFI" source="keywords" meta.keywordsubtype="org" meta.entityname="AMFI" meta.hostid="153" meta.entityid="AMFI">AMFI</keyword> to take the lead and proactively conduct objective and credible industry wide stress tests. themselves," Gopalakrishnan said. He also emphasized the need to find better ways to communicate the risks associated with different mutual fund schemes. The SEBI official mentioned that while the current risk measurement system is straightforward and has had a significant impact, it doesn't fully capture the differences in risks among various investment schemes. According to him, many schemes are just labelled as high risk, even though they have different kinds of risks. The goal is to improve this system to better reflect those differences, while keeping it simple and easy to understand. One possible approach is to consider the portfolio's volatility and liquidity from stress tests to give a clearer picture. "While ensuring simplicity and ease of understanding remains a key objective, perhaps the underlying volatility of the portfolio along with the liquidity of the portfolio from stress tests could be used to provide better colour all around," he added. This comes at a time when the holdings of mutual funds by <keyword id="20234284" type="General" weightage="20" keywordseo="domestic-institutional-investors" source="keywords">Domestic Institutional Investors</keyword> (DIIs) and individuals have risen from about 54.3% of free float of all mid cap and small cap companies, as of March 2020 to 60.6% as of March 2024. Several fund houses have proactively stopped lump sum investments in some small-cap schemes and also capped the amount that can be invested through <keyword id="20675888" type="General" weightage="20" keywordseo="systematic-investment-plan" source="keywords">Systematic Investment Plan</keyword> (SIP) into small-cap schemes. He also highlighted the potential mismatch between the demand for paper and the supply of fresh paper coming into the ecosystem. Gopalakrishnan said the industry can make more progress in streamlining operations and improving efficiency for investors. "At a time when instantaneous fund transfers have become ubiquitous in our country, perhaps we should look to improve our internal processes and the security settlement ecosystem, to ensure that funds are passed on to investors on the day of the settlement itself, rather than a day after or two days after," he added. Over the last few years, the mutual fund industry has made impressive strides, and is now playing a crucial role in channeling financial savings towards risk capital formation. This was driven by stable macros, increased formalization, robust corporate earnings, digitisation and user friendly access. Moreover, the number of mutual fund investors has grown significantly from about 2 crore as of March 2019 to nearly 4.7 crore as of June 2024, an impressive compounded annual growth rate of 18% during that period. Gopalakrishnan mentioned that several exciting initiatives are in the works, developed with input from all stakeholders. These include a proposed low-ticket SIP, further breaking down regular SIPs into smaller, more accessible units (sachetisation and tokenization), and the introduction of "mutual funds lite" regulations. These new regulations will simplify rules for passively managed funds, reducing the compliance burden and encouraging competition and innovation. Additionally, a new class of higher-risk schemes is proposed for investors with a greater capacity to handle risk.

SEBI asks mutual fund industry to proactively conduct stress test

<ul class="summary-list"><li>Small-cap stocks could be headed for big upside amid Trump's second term, Tom Lee says.</li><li>"I think small-caps could, over the next couple of years, outperform by more than 100%," he said. </li></ul>Donald Trump's presidency could drive monster gains in a particular corner of the stock market in the coming years, according to Fundstrat's head of research Tom Lee.Speaking to <a target="_blank" href="https://www.youtube.com/watch?v=-Q1W8TubiDY">CNBC</a> on Friday, the permeable stock forecaster said he foresaw huge upside for <a target="_blank" href="https://markets.businessinsider.com/news/stocks/small-caps-russell-2000-rally-outlook-sp500-selloff-fundstrat-tech-2024-7">small-cap stocks</a> in the coming years. That's thanks to Donald Trump's recent election win, which <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/trump-trade-us-presidential-election-dollar-treasuries-stocks-crypto-djt-2024-11">sent stocks soaring</a> this week as traders anticipated a fresh economic agenda, a <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/bank-stocks-donald-trump-victory-reelection-wall-street-outlook-regulation-2024-11">looser regulatory environment</a>, and lower taxes. Small-cap stocks have done well so far this year, with the <a target="_blank" class="" href="https://markets.businessinsider.com/index/russell_2000">Russell 2000</a> up 18%. Still, the index of small-caps is trading at around 10 times forward median earnings, Lee noted, reflecting a lower valuation than the S&amp;P 500, which is trading at around 17 times forward earnings."I do think there's still a lot of upside," Lee said. "So I think small-caps could, over the next couple of years, outperform by more than 100%," he added.Lee, who previously predicted the small-cap <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/small-caps-russell-2000-rally-outlook-sp500-selloff-fundstrat-tech-2024-7">Russell 2000 index could rally as much as 40%</a> before the end of the year, also said he sees big gains ahead for other assets lumped into the <a target="_blank" class="" href="https://www.businessinsider.com/the-trump-trade-stock-market-bonds-commodities-tariffs-fed-2024-7">Trump Trade,</a> a handful of investments thought to benefit under the president-elect's policies.Bitcoin, which notched a record-high this week, could climb past $100,000 by the end of the year, Lee predicted. The S&amp;P 500, meanwhile, could rally another 5%-10% through year-end, he said, pointing to the size of previous post-election rallies."Part of the reason investors are feeling so optimistic is that President Trump is entering office again, but this time with a lot more knowledge of how to build a cabinet and a team, and so in some ways this end up being more market-friendly," he added.Doubts, though, are swirling around some aspects of Trump's economic agenda, which experts have warned could <a target="_blank" class="" href="https://www.businessinsider.com/trump-tariffs-higher-inflation-fed-interest-rates-taxes-mortgage-rates-2024-11">stoke inflation and keep interest rates</a> higher for longer. Trump's policies were thought to be <a target="_blank" class="" href="https://www.ft.com/content/022bb11b-c340-4059-b9b7-30481a02174c">more inflationary</a> than Harris' by 70% of polled economists, according to a survey conducted by the Financial Times and the University of Chicago.

Trump's presidency could help small-cap stocks soar in the coming years, Fundstrat's Tom Lee says

The <keyword id="20340200" type="General" weightage="100" keywordseo="assets-under-management" source="keywords">Assets Under Management</keyword> (<keyword id="20019621" type="General" weightage="20" keywordseo="AUM" source="keywords">AUM</keyword>) of <keyword id="20300870" type="General" weightage="20" keywordseo="equity-mutual-funds" source="keywords">equity mutual funds</keyword> have <keyword id="20641508" type="General" weightage="20" keywordseo="surged" source="keywords">surged</keyword> by 5.37 per cent sequentially to Rs 25,12,845.59 crore in July 2024 from Rs 23,84,727.69 crore in June 2024, <keyword id="22838645" type="General" weightage="20" keywordseo="PL-Wealth-Management" source="keywords" meta.keywordsubtype="org" meta.entityname="PL Wealth Management" meta.hostid="261" meta.entityid="PL Wealth Management">PL Wealth Management</keyword> said in a statement. The observation, which is based on 283 open-ended equity diversified funds, cited that 39 per cent of these funds have outperformed their respective benchmarks over the past month, ending July 31st, 2024, The cumulative total of funds that outperformed stood at 109 during the month ending July 2024 (one month). AUM measures the total market value of assets that a person or entity manages for clients or on behalf of investors. Under the <keyword id="21184260" type="General" weightage="20" keywordseo="large-cap-funds" source="keywords">large-cap funds</keyword>, about 58 per cent of <keyword id="19915334" type="General" weightage="20" keywordseo="schemes" source="keywords">schemes</keyword> outperformed on S&amp;P BSE 100 - TRI benchmark, out of 31 schemes observed by <keyword id="19999821" type="General" weightage="20" keywordseo="Prabhudas-Lilladher" source="keywords" meta.keywordsubtype="org" meta.entityname="Prabhudas Lilladher" meta.hostid="261" meta.entityid="Prabhudas Lilladher">Prabhudas Lilladher</keyword>'s wealth management arm. About 24 per cent of schemes outperformed under the large and mid-cap funds, of which 29 were observed. Under the multi-cap funds about 40 per cent of schemes outperformed, whereas in the flexi-cap funds, the percentage of schemes outperforming was 33 per cent. Going further, about 38 per cent of schemes under the midcap outperformed. Interestingly, the data observed that not a single scheme in small-cap funds manages to outperform their respective benchmarks. According to the observations made by L Wealth Management, Value Contra Div Yield Funds was the best-performing category, where 78 per cent of the schemes outperformed the benchmark. It was followed by schemes of large-cap funds and multi-cap funds, which outperformed their respective benchmarks by 58 per cent and 40 per cent respectively, during July 2024. Large and mid-cap funds were the least performing fund category, with only 24 per cent of funds outperforming the benchmark, as shown in the analysis. <keyword id="22838646" type="General" weightage="20" keywordseo="PL-Capital-Group" source="keywords" meta.keywordsubtype="org" meta.entityname="PL Capital Group" meta.hostid="261" meta.entityid="PL Capital Group">PL Capital Group</keyword> specialises in research-driven advisory services in the Indian capital markets. The company's business is spread across 200 plus cities in India, catering to institutions, corporations, family offices, HNIs, and retail clients in India and globally.

Assets Under Management of equity mutual funds surged 5.4% sequentially in July: PL Wealth Management

<ul class="summary-list"><li>Tech stocks tumbled Thursday, weighing on the broader market after the June CPI report. </li><li>Inflation was cooler than expected last month, clocking in at 3% year-over-year. </li></ul>US stocks slid on Thursday, weighed down by tech names like Nvidia and Microsoft as the Nasdaq tumbled 2%.The S&amp;P 500 closed below 5,600 after ending Wednesday's session above that threshold for the first time.Meanwhile, the small-cap-focused Russell 2000 jumped 3.6% during the session. Smaller companies, which are often more highly leveraged and therefore more sensitive to interest rates, have struggled as the Federal Reserve has kept them higher to battle inflation.With cooler June CPI opening the door for potentially steeper rate cuts this year, investors are betting that laggards among small-caps could be the next to rally. The Russell 2000 is up about 5% in 2024, compared to 18% for the S&amp;P 500."[Rate cuts] support our expectation for the stock market rally to continue and broaden out from the Magnificent-7," market veteran Ed Yardeni said in a note. "[Small and mid-cap stocks] have been weighed down by high interest rates and have remained relatively cheap when the Fed was tightening monetary policy."Here's where US indexes stood at the 4:00 p.m. closing bell on Wednesday:<ul><li><a target="_blank" href="https://markets.businessinsider.com/index/s&amp;p_500?utm_source=markets&amp;utm_medium=ingest%3Futm_source%3Dmarkets&amp;utm_medium=ingest&amp;utm_medium=ingest&amp;utm_source=markets&amp;utm_medium=ingest&amp;utm_source=markets">S&amp;P 500</a>: 5,584.54, down 0.9%</li><li><a target="_blank" href="https://markets.businessinsider.com/index/dow_jones?utm_source=markets&amp;utm_medium=ingest%3Futm_source%3Dmarkets&amp;utm_medium=ingest&amp;utm_medium=ingest&amp;utm_source=markets&amp;utm_medium=ingest&amp;utm_source=markets">Dow Jones Industrial Average</a>: 39,753.75, up 0.1% (32 points)</li><li><a target="_blank" href="https://markets.businessinsider.com/index/nasdaq_composite?utm_source=markets&amp;utm_medium=ingest%3Futm_source%3Dmarkets&amp;utm_medium=ingest&amp;utm_medium=ingest&amp;utm_source=markets&amp;utm_medium=ingest&amp;utm_source=markets">Nasdaq composite</a>: 18,283.41, down 2%</li></ul>Inflation clocked in at 3% last month, cooler than expected and marking the second month of encouraging data after a tough first quarter.Commentators were quick to call a September rate cut as all but assured, and the odds of a cut at this month's policy meeting crept up slightly as well."A September rate cut should be a done deal at this point. In the second quarter, the run-rate for headline inflation in the US was only 1.1%, with core inflation at 2.1%, making it increasingly evident that the first quarter upside surprises were anomalous," Lazard Chief Market Strategist Ron Temple said."Given the increasing evidence of slowing economic growth, it's time for the Fed to refocus on the dual mandate and ease monetary policy."Here's what else happened today:<ul><li><a target="_blank" href="https://markets.businessinsider.com/news/stocks/ai-bubble-pop-signal-stock-market-investing-outlook-goldman-sachs-2024-7">Goldman Sachs says to watch for this signal</a> to know when AI's stock market dominance will fade.</li><li><a target="_blank" href="https://markets.businessinsider.com/news/stocks/apple-stock-price-outlook-ai-iphone16-release-upgrade-cycle-bofa-2024-7">Wall Street is growing bullish on Apple stock again</a> — and it's all because of the iPhone 16.</li><li><a target="_blank" href="https://markets.businessinsider.com/news/stocks/stock-split-boom-hits-microstrategy-chipotle-broadcom-nvidia-whos-next-2024-7">Stock splits can be like rocket fuel for share prices</a>. Here's who could be next after Microstrategy's latest 10-for-1 move.</li></ul>In commodities, bonds, and crypto:<ul><li>Oil futures rose. <a target="_blank" href="https://markets.businessinsider.com/commodities/oil-price?utm_medium=ingest&amp;utm_source=markets">West Texas Intermediate</a> crude was up 1% to $82.98 a barrel. <a target="_blank" href="https://markets.businessinsider.com/commodities/oil-price?utm_medium=ingest&amp;utm_source=markets">Brent crude</a>, the international benchmark, increased 0.7% to $85.71 a barrel.</li><li><a target="_blank" href="https://markets.businessinsider.com/commodities/gold-price?utm_medium=ingest&amp;utm_source=markets">Gold</a> rose 1.8% to $2,422 per ounce.</li><li>The 10-year Treasury yield dropped seven basis points to 4.205%.</li><li><a target="_blank" href="https://markets.businessinsider.com/currencies/btc-usd?utm_medium=ingest&amp;utm_source=markets">Bitcoin</a> was about flat at $57,515.</li></ul>

You Searched For "small cap index funds" and got 4 results

SEBI asks mutual fund industry to proactively conduct stress test

PTI

Trump's presidency could help small-cap stocks soar in the coming years, Fundstrat's Tom Lee says

Jennifer Sor

Assets Under Management of equity mutual funds surged 5.4% sequentially in July: PL Wealth Management

ANI

Stock market today: Tech drags indexes lower, small-caps soar after inflation data boosts rate-cut bets

Max Adams

Popular Keywords

Buying Guides