A Contrarian View on Whether You Should Load Up on Small Caps - Views on News from Equitymaster

Helping You Build Wealth With Honest Research
Since 1996. Try Now

  • MyStocks

MEMBER'S LOGINX

     
Login Failure
   
     
   
     
 
 
 
(Please do not use this option on a public machine)
 
     
 
 
 
  Sign Up | Forgot Password?  
  • Home
  • Views On News
  • Sep 17, 2020 - A Contrarian View on Whether You Should Load Up on Small Caps

A Contrarian View on Whether You Should Load Up on Small Caps podcast

Sep 17, 2020

SEBI has modified the scheme characteristics of multicap funds.

Henceforth, all multi-cap funds will be required to invest at least 25% of their portfolios in equity and equity related instruments of large-cap, mid-cap and small-cap companies, respectively.

Thus, if funds recalibrate their portfolios and increase allocation to small caps, as much as Rs 28,000 crore could flow in to small caps in the next few months.

Even more if the fund manager wants to go beyond the prescribed 25% limit.

Will this lead to another sharp rally in small caps?

Is it a good time a take a big bite out of small caps if you haven't already?

Do take a look....

Here's more on value investing:

Rahul Shah

Rahul Shah (Research Analyst), Managing Editor, Microcap Millionaires has led the team from the front in developing some of our most stringent and rewarding research processes. As per his own admission, the turning point in Rahul's life as a financial analyst came a few years back when he got introduced to the works of Warren Buffett and Charlie Munger. From Buffett, he understood the value of investing in good quality business with powerful moats and strong management teams. Charlie Munger on the other hand inspired him to be a lifelong learner and use mental models in order to arrive at the crux of matters across most disciplines. Rahul firmly believes that in order to be successful at investing, you have to do the big things right and possess a great temperament and a contrarian streak.


Equitymaster requests your view! Post a comment on "A Contrarian View on Whether You Should Load Up on Small Caps". Click here!

  

More Views on News

How to Participate in India's Drone Revolution (Profit Hunter)

Oct 20, 2020

The Chinese drone market is 14 times that of India's. Billions may flow into Indian drone companies too. Don't miss out on this wealth creating opportunity.

Equity Mutual Fund Cut-Off Timing Restored. Find out What it Means for Investors (Outside View)

Oct 20, 2020

SEBI has restored the cut-off timing for subscription and redemption in mutual fund schemes with effect from October 19, 2020, except for debt and conservative hybrid schemes.

PSU Stocks Are Looking Positive Now (Fast Profits Daily)

Oct 19, 2020

Has the market changed its opinion on PSUs?

Will the Government's Attempt to Boost Consumption Succeed? (Outside View)

Oct 19, 2020

On October 12, 2020, the government came up with a stimulus package to give a boost to consumption which has taken a hit due to the COVID-19 pandemic.

I Trust Tanushree to Do a Jim Rogers and Unlock Huge Gains from Defence Stocks (Profit Hunter)

Oct 19, 2020

The set up that made Jim Rogers famous is now up for grabs in India.

More Views on News

Most Popular

Discovering Best Smallcaps

Here are some ways to identify small cap stocks with strong moats, good fundamentals and solid managements that are available...

My Latest Stock Recommendation (Fast Profits Daily)

Oct 9, 2020

How I picked an exciting stock using trends from both the commodity and equity markets.

The 'Seedhi Baat, No Bakwaas' View on ITC (Profit Hunter)

Oct 12, 2020

Is ITC an investment or a speculation at current levels?

How to Shortlist the Best Stocks for Trading (Fast Profits Daily)

Oct 7, 2020

In this video, I'll show you how to identify a confluence of factors in the market which will point you to the best stocks to trade.

The Inflection Point for Defence Stocks is Getting Closer (Profit Hunter)

Oct 9, 2020

Few Indian defence companies could use their engineering capabilities to eventually become global leaders.

More

Covid-19 Proof
Multibagger Stocks

Covid19 Proof Multibaggers
Get this special report, authored by Equitymaster's top analysts now!
We will never sell or rent your email id.
Please read our Terms

S&P BSE SENSEX


Oct 20, 2020 02:08 PM

MARKET STATS