Categories: Business

Why mutual funds are becoming wary of mid, small cap stocks

India stock markets are continuing with their record making spree. Both equity indices, sensex and Nifty, hit new lifetime highs on Thursday, driven by significant buying in market heavyweights Reliance, ICICI Bank, and HDFC Bank. This surge follows a recent increase in foreign capital inflows.
Stable global crude prices also supported the capital markets as investors sought fresh triggers, according to traders.
Amid the ongoing bull run in the Indian stock market, mutual fund managers are expressing concerns over the high valuations in mid and small-cap stocks. The surge in these segments has prompted cautionary advice for investors, emphasizing the need for prudence in light of current market conditions.
As per a report in the Economic Times, market analysts have noted significant growth in mid and small-cap stocks over the past year, driven by robust investor interest and favorable economic indicators. However, mutual fund managers are wary of the potential risks associated with these elevated valuations.
Radhika Gupta, MD & CEO of Edelweiss Mutual Fund, commented, “While the growth in mid and small-cap stocks is encouraging, we must acknowledge the risks of overvaluation. Investors should exercise caution and ensure their portfolios are diversified to mitigate potential downturns.”
The rapid appreciation in these stocks has been attributed to several factors, including strong corporate earnings, improved economic sentiment, and increased retail participation. Nevertheless, the concern is that the current valuations may not be sustainable in the long term, the ET report said.
“Valuations in the mid and small-cap segments have reached levels that warrant careful consideration,” said Mahesh Patil, CIO of Aditya Birla Sun Life AMC. “Investors should focus on the quality of the companies and not just be swayed by short-term price movements.”
Industry experts advise investors to adopt a balanced approach, considering both the opportunities and risks inherent in mid and small-cap investments. The importance of thorough research and a long-term perspective is emphasized to navigate the complexities of the market.
(With inputs from agencies)
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