Mid-Small Cap Allocation: How Much Should Investors Hold In Their Portfolio?

How much of an investor’s portfolio should be allocated to mid and small caps, flexi-cap and multi-cap funds? Sharad Tandon, Founder, Invest At Ease, explains how investors can determine their allocation based on income, expenses, financial safety and risk appetite. He recommends building an emergency corpus of six to twelve months of expenses before considering higher-risk equity allocations. The discussion also explores a portfolio approach that can include a larger mid and small-cap allocation alongside flexi-cap exposure, while highlighting why individual circumstances should determine the final allocation. Like, Share, and Subscribe to our channel Business Today.