Live Market Updates
Latest Financial News
News Feed
1 articles
Personalized
Live Market Updates
Latest Financial News
neutral
1 day agoJefferies: Mutual funds trim small-cap exposure by 150 bps in H2 2025, shift toward large caps amid valuation caution
Jefferies reported that Indian mutual funds reduced their exposure to small-cap stocks by approximately 150 basis points in the second half of 2025, citing high valuations and volatility risks. The shift marks a cautious stance as fund managers reallocated assets toward large-cap companies with stronger balance sheets and predictable earnings. Additionally, several mutual funds have raised their average cash holdings to mitigate short-term market fluctuations. Analysts suggest this rebalancing aims to preserve portfolio stability while positioning funds for sustained performance in a potentially overvalued small-cap segment.
neutral
1 day agoJefferies: Mutual funds trim small-cap exposure by 150 bps in H2 2025, shift toward large caps amid valuation caution
Jefferies reported that Indian mutual funds reduced their exposure to small-cap stocks by approximately 150 basis points in the second half of 2025, citing high valuations and volatility risks. The shift marks a cautious stance as fund managers reallocated assets toward large-cap companies with stronger balance sheets and predictable earnings. Additionally, several mutual funds have raised their average cash holdings to mitigate short-term market fluctuations. Analysts suggest this rebalancing aims to preserve portfolio stability while positioning funds for sustained performance in a potentially overvalued small-cap segment.
neutral
Jefferies: Mutual funds trim small-cap exposure by 150 bps in H2 2025, shift toward large caps amid valuation caution
1 day ago
1 min read
86 words
Jefferies noted Indian mutual funds cut small-cap exposure by 150 bps in H2 2025 amid valuation risks, increasing large-cap allocation and cash holdings for stability.
Jefferies reported that Indian mutual funds reduced their exposure to small-cap stocks by approximately 150 basis points in the second half of 2025, citing high valuations and volatility risks. The shift marks a cautious stance as fund managers reallocated assets toward large-cap companies with stronger balance sheets and predictable earnings. Additionally, several mutual funds have raised their average cash holdings to mitigate short-term market fluctuations. Analysts suggest this rebalancing aims to preserve portfolio stability while positioning funds for sustained performance in a potentially overvalued small-cap segment.
Jefferies reported that Indian mutual funds reduced their exposure to small-cap stocks by approximately 150 basis points in the second half of 2025, citing high valuations and volatility risks. The shift marks a cautious stance as fund managers reallocated assets toward large-cap companies with stronger balance sheets and predictable earnings. Additionally, several mutual funds have raised their average cash holdings to mitigate short-term market fluctuations. Analysts suggest this rebalancing aims to preserve portfolio stability while positioning funds for sustained performance in a potentially overvalued small-cap segment.
Tags:
mutual funds
small cap
mutual funds
small cap
large cap
Jefferies
portfolio management
Source:
Oct 22, 2025 • 16:29 IST