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Research Macroscope SEBI diktat on mid and smallcaps: MF positioning

SEBI diktat on mid and smallcaps: MF positioning

Written by - Fisdom Research

March 1, 2024 2 minutes

Consistent, High Inflows Observed in Smallcap & Midcap Categories Since FY20

Source: Fisdom Research. Portfolio data as of January 2024. Nifty midcap 150 & Nifty Smallcap 250 have been considered. Data Source: CMIE, Funds sorted by AUM

Some Of Them Have Started Implementing Corrective Measures

We expect more to follow suit

Fund HouseChanges to Investment OptionsEffective DateRestrictionsExceptions
Nippon India MFStopped accepting lump sums and switch-ins for Small Cap Fund7-Jul-23No new lump sum or switch-in investments allowedExisting SIPs, STPs before July 7, and new SIPs, STPs up to Rs. 5 lakh per day per PAN; Dividend reinvestment allowed
Tata MFTemporarily suspended lump sum or switch-in for Small Cap Fund1-Jul-23No new lump sum or switch-in investments allowedExisting SIPs, STPs unaffected; New SIP, STP registrations, redemptions, SWP, and switch-outs allowed
Kotak Mutual FundRestrictions on investing in small cap scheme4-Mar-24Lump sum investments capped at ₹2 lakh per month; SIP investments capped at ₹25,000 per monthNot specified
SBI Small CapStopped lumpsum investmentsSept-20Stopped Accepting Lumpsum InvestmentsAllowed investments through STP/SIP from May 2018 with a cap of Rs.25,000 per installment per PAN

While The Invested Universe For The Midcap Category Has Grown Reasonably, The Same Has Grown At A Much Faster Pace For The Smallcap Category

Source: Fisdom Research. Portfolio data as of January 2024, Data Source: Accord Fintech, AMC Website

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