Less expense ratio implies better returns over the long term

Expense Ratio

ETF has been able to closely match its benchmark's returns

Tracking Error

ETF has been generating better price return than bank FD

Return vs FD Rates

Good time to consider, as ETF is not in overbought zone

Entry Point

While SBI Nifty 500 Index Fund has been designed to replicate the Nifty 500 Index, Kotak NIFTY Midcap 150 Momentum 50 Index Fund would track the performance of the NIFTY Midcap 150 Momentum 50 Index.

NFOs in focus: SBI Nifty 500 Index Fund, Kotak NIFTY Midcap 150 Momentum 50 Index. Check details

​It is best as far as banking is concerned. Credit cost will probably normalise, NIMs will probably are also past their best, so that is the problem. I agree that valuations look far attractive compared to history in many cases, but banking is where we are sort of I would say more negative. NBFCs actually will get more interesting as the rate cut cycle begins.

Largecaps showing better risk-reward potential compared to midcaps and smallcaps: Harshad Patwardhan

This open-ended scheme is designed to replicate or track the performance of the NIFTY Midcap 150 Momentum 50 Index

Kotak MF launches NIFTY Midcap 150 Momentum 50 Index: All you need to know

Mutual funds add or exit stocks to rebalance their portfolios and offer better returns. Here are midcap stocks that mutual funds added to their portfolios in August, according to Mutual Fund Insights by Nuvama Alternative & Quantitative Research. Top Buys

Mphasis, Apollo Tyres among 8 midcap stocks bought by mutual funds in August - Top Buys

The Federal Reserve’s first rate cut since 2020 has shifted investor interest towards largecaps, with foreign inflows expected to rise in emerging markets like India. While Sensex and Nifty hit new peaks, midcaps and smallcaps faced selling pressure. Retail investors’ portfolios were impacted, and market capitalization fell by over Rs 3 lakh crore.

Sensex at record high but retail investors frowning after Fed rate cut. Here’s why

Nuvama said it is cautious on midcaps, as the easy bull phase is coming to an end. It sees more stock-specific action going forward from the pack.

Midcap, smallcap, microcap stocks: Indices ready to fall 5-10%! 7 data points send red flags

Kotak Mutual Fund has launched Kotak NIFTY Midcap 150 Momentum 50 Index Fund, an open-ended scheme replicating/tracking the NIFTY Midcap 150 Momentum 50 Index.

Kotak Mutual Fund launches NIFTY Midcap 150 Momentum 50 Index Fund

The US Federal Reserve’s unexpected 50 basis points rate cut has led to a mixed reaction in the stock market. While Indian bluechip stocks rallied, smallcaps and midcaps saw losses. Analysts predict potential rate cuts in India, benefiting rate-sensitive sectors like banks and financials.

What Fed’s jumbo rate cut of 50 bps means for stock market investors in India

The HDFC Nifty LargeMidcap 250 Index Fund provides investors with diversified exposure across large and midcaps through a single scheme.

HDFC Nifty Large Midcap 250 Index Fund launched: Should you invest in NFO?

In the short term, stock prices may be impacted by what the US Fed does or does not do. So, it is the US Fed impact which is playing out today on the street. But in the medium to long term, the trend in the stock prices and the absolute value of the stock price is impacted by fundamentals of the sector and the valuations. Given the fact that valuations are not cheap, but at the same time fundamentals are improving in a large number of industries. This brings a situation where analysts are bullish in specific sectors and stocks. Keep an eye on liquidity and the market breadth in the next few sessions as that will determine what happens to mid-cap stocks in the medium term. If the market breadth and nifty stays positive then it is very likely that we might see more strength in mid-caps. ET Screener powered by Refinitiv’s Stock Report Plus lists down quality stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or “strong buy”. This predefined screener is only available to ET Prime users.

The US Fed rate cut : These midcap stocks with ‘strong buy’ & ‘buy’ recos can rally over 25%, according to analysts

For the month ended August, 2024, monthly returns of Nifty 50 TRI, Nifty Midcap 150 TRI & Nifty Small Cap 250 TRI were 1.74%, 0.90% & 1.17% respectively.

67% of equity MFs outperform respective benchmarks in August 2024

NIPPON INDIA ETF Nifty Midcap scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Midcap150 Index before expenses, subject to tracking errors