Year-to-Date Comparison of Large cap, Mid Cap & Small Cap Stocks
As explained in the previous post large caps account for 75% of the total market capitalization, mid caps 13% and small caps 7%. Now people are always in a dilemma as to where one must invest. Some prefer small caps & mid caps because of the profit potential while others prefer large caps because of the stable businesses, good management and lower volatility. This report will present the year-to-date gains of large caps, mid caps and small caps.
This data is as of 05-07-18 and is generated from Amibroker.
NIFTY 100
The average return stock for NIFTY 100 was -8%. The top gainer was 39% positive and top loser 56% down. Here are the top 5 gainers and top 5 losers for NIFTY 100 stocks.
TOP LOSERS NIFTY 100 STOCKS
TOP GAINERS NIFTY 100 STOCKS
MIDCAP 150 STOCKS
Here, the portfolio has lost on an average 11%. The top gainer has gained 80% and the top loser has lost a mind boggling 87%. Thus the performance is more extreme as compared to NIFTY 100 stocks.
TOP LOSERS MIDCAP 150
TOP GAINERS MIDCAP 150
SMALL CAP 250
The small cap stocks have corrected the most with average loss at 22% (compared with an average loss of 8% in large caps).
TOP LOSERS SMALL CAP 250
TOP GAINERS SMALL CAP 250
SUMMARY
The above analysis on NSE stocks shows that large cap stocks have the least amount of swing as compared to mid caps and small caps. For example, large caps lost only 8% this year while mid caps lost 11% and small caps lost 22%. On the other hand the highest gains AND losses were from the mid cap and small cap list.
So if you are looking for fast returns and have the ability to stomach volatile moves you can invest in mid cap stocks. But if you want stable returns with less volatility and peace of mind, then invest in large cap stocks. You will also have the advantage of being invested in India's largest and finest companies.
This data is as of 05-07-18 and is generated from Amibroker.
NIFTY 100
The average return stock for NIFTY 100 was -8%. The top gainer was 39% positive and top loser 56% down. Here are the top 5 gainers and top 5 losers for NIFTY 100 stocks.
TOP LOSERS NIFTY 100 STOCKS
TOP GAINERS NIFTY 100 STOCKS
MIDCAP 150 STOCKS
Here, the portfolio has lost on an average 11%. The top gainer has gained 80% and the top loser has lost a mind boggling 87%. Thus the performance is more extreme as compared to NIFTY 100 stocks.
TOP LOSERS MIDCAP 150
TOP GAINERS MIDCAP 150
SMALL CAP 250
The small cap stocks have corrected the most with average loss at 22% (compared with an average loss of 8% in large caps).
TOP LOSERS SMALL CAP 250
TOP GAINERS SMALL CAP 250
SUMMARY
The above analysis on NSE stocks shows that large cap stocks have the least amount of swing as compared to mid caps and small caps. For example, large caps lost only 8% this year while mid caps lost 11% and small caps lost 22%. On the other hand the highest gains AND losses were from the mid cap and small cap list.
So if you are looking for fast returns and have the ability to stomach volatile moves you can invest in mid cap stocks. But if you want stable returns with less volatility and peace of mind, then invest in large cap stocks. You will also have the advantage of being invested in India's largest and finest companies.
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