An investor, depending on their risk profile, must diversify their equity portfolio across large-, mid-, and small-cap companies. In 2025, the Nifty 50 delivered a decent 10% return, the Nifty Midcap ...

Flexi Cap vs Multi Cap Funds: In the world of mutual funds, diversification is the golden rule. Rather than putting all your money into one type of company, investors today prefer funds that balance ...

VBR carries a much lower expense ratio than IJJ and holds a broader basket of small-cap value stocks. IJJ tilts more heavily toward financials and mid-cap companies, with slightly less volatility over ...

Mid-caps trade at 14-16x earnings versus 20-22x for large caps while delivering 2-3% higher annual dividend growth rates. Mid-caps maintain lower payout ratios around 30% compared to 65% for large ...

Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. IJJ is more affordable ...

Parag Parikh Flexi Cap Fund has been underperforming peers recently. Here is a detailed comparison with other flexi cap mutual funds, reasons for lagging returns, risks, outlook and whether investors ...