Midcaps V/s Largecaps- IMP.

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In the recent past, most of the diversified equity funds have posted encouraging returns. Please refer our attached note on the subject wherein we explained the contribution of mid caps in boosting scheme performance of diversified equity funds in general. However, with huge divergence in performance of Nifty and Mid cap index and convergence in valuation, we believe that next leg of the rally shall be driven by large caps and hence there is a case to increase allocation to large caps.

Most of our diversified equity funds are now overweight on large caps and hence positioned to capture next leg of rally.

To summarise, we expect large caps performing better than mid caps over medium term. However, key to financial success remains asset allocation.

Looking forward to your feedback and comments on the subject and appreciative of your continual support.
 
 
 
Rajesh kathpalia
 
 
 
 

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