EVALUATION of mid and large cap funds in India.

1. Evaluation of Mid and Large Cap
Funds in India
Presented By-
Akash Kumar Saha
Gopu Gupta
Ragini Soni
Shreeparna Saha
Sweta Singh

2. SHARE MARKET
The stock market is a share market, however besides shares of
companies, other instruments are traded too. The share market is a
source for companies to raise funds and for investors to buy part-
ownership in growing businesses and grow their wealth.
In a share market, shares are bought and sold. The stock market is a
share market, however besides shares of companies, other
instruments like bonds, mutual funds and derivative contracts too are
traded in the stock market.
A company enters the primary market to raise funds. It is in
the primary market that a company gets registered to issue
shares to the public and raise money . Companies generally
get listed on the stock exchange through the primary
market route. In case a company is
Primary share market

3. selling shares for the first time, it is called an Initial Public Offering or
IPO, after which the company becomes public. While going for an
IPO, the company has to provide details about itself, its financials, it
promoters, its businesses, stocks being issued, price band and so on.
In the secondary market, investors trade already listed securities by
buying and selling them. Secondary market transactions are
transactions where one investor buys shares from another at the
prevailing price. Normally, these transactions are conducted through
a broker. Secondary market offers investors a chance to sell all its
shares and exit the financial market.
For example: Shares of Tata Steel are trading in the market at Rs 230
a share. An investor can buy these shares at current market price and
will get part-ownership of the company and become a shareholder.
Secondary share market

4. BSE AND NSE
BSE and NSE are where investors and traders transact in shares and
securities. We all have come across the word Sensex in the stock
market. Sensex is the stock market index for Bombay Stock Exchange
i.e. BSE. Similarly, Nifty is the stock market index of National Stock
Exchange i.e. NSE.
NSE VS BSE
The key differences between Bombay Stock Exchange and National
Stock Exchange are as follows:
• BSE was established in the year 1875. On the other hand, NSE was
set up in the year 1992.
• BSE is one of the oldest stock exchange in India. While NSE is the
largest stock exchange in India.
• The daily turnover and trades are much higher in NSE in comparison
to BSE.

5. • NSE has a market capitalization of more than $1.65 trillion. While
market capitalization of BSE is $1.7 trillion.
• More than 1,700 companies are present on NSE. Meanwhile, BSE
has over 5,500 companies on it.
• NSE is present in all the cities of India. However, BSE is present only
in around 400 cities of the country.
• Sensex consists of 30 companies. On the other hand, Nifty
comprises of 50 stocks from 22 sectors of the economic.
Objective of BSE and NSE :
The main objective of BSE and NSE is to facilitate trading service to
the investors across the nation. The emphasis of both the exchanges
is to reach the investors through a good telecommunication network.
The stock exchanges not only serve in shares but also other securities
like mutual funds, futures and options, debt market, etc. Infect with
the incredible reach of a telecommunication network, the investors
can indulge in intraday trading too.

6. TYPES OF CAP IN MUTUAL FUND
Small cap MID cap LARGE cap
Small Cap
Small-cap is a term used to classify companies with
relatively small market capitalization. A company's
market capitalization is the market value of its
outstanding shares. The definition of small-cap can
vary among brokerages, but it is generally a company
with a market capitalization of between $300 million
and $2 billion.

7. Mid Cap Fund
A mid-cap fund is a type of investment fund that
focuses its investments on companies with a
capitalization in the middle range of stocks in the
investable market. Companies with market
capitalizations ranging from $2 billion to $10 billion
are typically considered mid-cap companies.
Large Cap Fund
Large cap (sometimes "big cap") refers to a company
with a market capitalization value of more than $10
billion. Large cap is a shortened version of the term
"large-market-capitalization.Market capitalization is
calculated by multiplying the number of a company's
shares outstanding by its stock price per share.

8. SCHEME
NAME
RATINGS 3M
RETURN
(%)
6M
RETURN
(%)
1))YEAR
RETURN
(%)
3 YEAR
RETURN
(%)
5 YEAR
RETURN
(%)
ASSET
SIZE (Cr.)
Kotak
Bluechip
Fund
★★★ 4.1% -5.5% 3.8 12.2 13.3 1330
Mirae
Asset
India
Equity
Fund
★★★★
★
3.55% -3.5% 7.0 16.29 18.51 10560
SBI
Bluechip
Fund
★★★★ 3.01 -5.7 0.7 11.57 14.94 20395
TOP THREE LARGE CAP FUND

9. TOP THREE MID CAP FUND
SCHEME
NAME
RATING 3M
(%)
6M
(%)
1YR
(%)
3YR
(%)
5YR
(%)
ASSET
SIZE(cr)
L&T Midcap
Fund-Direct-G
★★★★★ 1.01 -8.28 -6.66 18.43 23.90 3326.56
Kotak
Emerging
Equity Fund
★★★★★ 4.95 -4.62 -3.30 17.47 24.36 3232.91
HDFC Midcap
Opportunities
Fund
★★★★★ 3.23 -8.28 -5.38 15.38 19.36 19877.38

11. ECONOMIC SCENARIO
Gross domestic product(GDP) is a monetary
measure of the value of all final goods and
services produced in a period( quarterly or
yearly). It's commonly used to determine the
economic performance of whole country.
The statistic shows the growth of the GDP in
India from 2012 to 2018 with projection up
until 2022. In 2018, India's GDP was at about
7.3%compared to the previous year.
GDP OF INDIA:
YEAR RATE(%)
2022 7.73
2021 7.74
2020 7.75
2019 7.44
2018 7.30
2017 6.68
2016 7.11
2015 8.16
2014 7.41
2013 6.39
2012 5.46
GROWTH RATE UNTIL 2022
GDP-

12. INFLATION-
Inflation is quantities measure of
the rate at which the average price
level of selected goods and services
in an economy increases over a
period of time. Inflation indicates a
decrease in the purchasing power
of nation's currency. The statistic
shows the inflation rate in India
from 2012 to 2018 with projection
up until 2022.
INFLATION RATE IN INDIA
YEAR RATE(%)
2022 4.09
2021 4.26
2020 4.57
2019 4.89
2018 4.74
2017 3.60
2016 4.50
2015 4.90
2014 5.80
2013 9.40
2012 10.00

13. Who and Why Should invest in Midcap Mutual
Funds?Investors who are looking for
faster growth and high risk
appetite for risks compared to
those of large cap funds
should invest in mid cap
funds. Mid-sized companies
happen to provide faster
earnings and steep growth
while being volatile on the
stock index. Investors who are
ready to live with the
volatility of these stocks in
expectations of fascinating
returns should definitely go
ahead with midcap funds.
•Revenue and earnings growth are
the two most important factors in
long-term returns. In recent years,
mid-cap stocks have outperformed
both large-cap and small-cap
stocks. the average mid cap's
earnings tend to grow at a faster
rate than the average small cap
with less volatility and risk.
•Investing in mid caps is an
excellent way to simultaneously
diversify and enhance the
performance of your investment
portfolio. Whatever your
preference is, mid caps are
definitely worth considering.

14. Kotak Emerging Equity Scheme - Direct
Plan
Fund Manager Pankaj TIbrewal AUM 3232.91
Nature Of Fund Midcap BENCHMARK Nifty Midcap 100
Inception Date Jan 2013 Face value(Rs/unit) 10
TOP10HOLDINGS
TOP5SECTORS

15. Annual Returns
-20
0
20
40
60
80
100
2014 2015 2016 2017 2018
FUND
MIDCAP
Nifty Midcap100
Returns(%)