Rurash Financials is proud to share that our MD & CEO, Ranjit Jha, was recently featured on CNBC TV18 in an article discussing the sharp rally in midcap funds and whether investors should increase exposure at this stage.
Key Insights from Ranjit Jha
📊 Midcap funds have delivered up to 35% returns over the last five years, attracting strong investor interest. However, Mr. Jha advised a disciplined allocation strategy instead of chasing past returns.
Limit exposure: Midcap allocation should ideally remain within 20–30% of an equity portfolio.
Stagger investments: Fresh investments are better made through SIPs or STPs spread over 3–6 months, rather than lump-sum allocations.
Rebalance portfolios: For investors whose midcap weight has risen sharply due to recent gains, gradual rebalancing is advisable to protect long-term wealth.
Full Article Link: https://www.cnbctv18.com/personal-finance/midcap-mutual-funds-return-up-to-35-pc-5-years-should-investors-add-exposure-19666115.htm