BEST SMALL CAP MUTUAL FUNDS TO INVEST

Quant Mutual Fund crisis is another lesson in diversification. Here's why

​Diversification in the investment world is not limited to spreading your bets across asset classes and stocks but Sebi's investigation against Quant Mutual Fund in a front-running case is also a reminder of concentration risk in owning mutual funds from just one asset management company.

Best large cap mutual funds to invest in July 2024

According to the Sebi mandate, the large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. Large companies fare better in a volatile market as these companies may be market leaders and resilient to downturns. That is why if you are looking for a relatively safer mutual fund category, you should consider investing in large cap funds.

Only 12 smallcap funds beat benchmarks in 1st half of 2024

Only 12 small-cap funds managed to beat their respective benchmarks in the first six months of 2024 out of a total of 27 small-cap funds. This indicates that only 44% of small-cap funds outperformed, according to data from ACE MF.

Trust Mutual Fund files draft document with Sebi for small cap fund

Targeting long-term growth, this new scheme primarily invests in small-cap equities, benchmarked against Nifty Smallcap 250 TRI. Mihir Vora and Aakash Manghani will manage the portfolio.

These 8 equity mutual funds gave double-digit returns in June

Around eight equity mutual funds have offered double-digit returns in June, according to the data from ACE MF. We considered data as on June 27.

Quant Mutual Fund investors withdraw Rs 1,400 crore in 3 days. Should you stop fresh investments, SIPs?

The client withdrawals are among the first indicators of the probe’s impact. The Securities and Exchange Board of India is reviewing alleged front-running trades by Quant Mutual Fund employees, Bloomberg News reported earlier this week, citing people familiar with the matter.

20 stocks which Quant owns but other mutual funds don't

Sebi is scrutinizing Quant Mutual Fund for alleged front-running. The fund had unique stocks, setting it apart from other asset managers. The diverse holdings across various funds reflect a distinctive investment approach, attracting regulatory attention.

10 small cap mutual funds offer over 35% SIP returns in five years

Around 10 small cap funds have offered more than 35% return on SIP investments in the last five years. There were around 19 small cap schemes in the said period, according to data from ACE MF.

9 equity mutual funds offer over 250% absolute return in both five and seven years

Around nine equity mutual funds have offered more than 250% absolute return in both five and seven years. Around 166 equity mutual funds have completed seven years of existence in the market, according to the data by ACE MF.

Equity mutual funds offer up to 31% return in first half of 2024

In 2024, the midcap category's top performers included ITI Mid Cap Fund, Motilal Oswal Midcap Fund, and ICICI Prudential Midcap Fund, delivering strong returns.

Quant MF: Are ‘black box’ quant funds reliable? Should you invest in quant mutual funds?

Most quant funds in India have a track record of only 3-4 years, which is too short to reliably judge their execution capabilities. Within this limited time frame, significant variance can be observed. Despite a few exceptions, most funds have struggled to outperform the market. Quant models, shrouded in secrecy, make it difficult for investors to understand their working and evaluate their reliability.

Top 5 mutual SIPs that have given the best 10-year returns

Every 2 out of 3 mid and smallcap mutual funds fail to beat benchmarks. Should you still invest?

Mid cap mutual funds offered an average return of 26.09% in the last three years. The mid cap funds are benchmarked against Nifty Midcap 150 - TRI and BSE 150 MidCap - TRI which gave 28.62% and 28.24% respectively in the same time period.

23 equity mutual funds offer over 60% return in one year. Have you invested in any?

23 equity mutual funds have offered over 60% return in the last year. The top performers were from Quant Mutual Fund. Around 249 equity mutual funds have completed one year of market presence.

When is the best time to start an SIP? Just go on a blind date

An investor should know that the important thing is time in the market not timing the market. If an investor waits for the right time to invest then that could lead to missed opportunities.

Best flexi cap mutual funds to invest in June 2024

Flexi cap mutual funds offer the fund managers the freedom to invest across market capitalisations and sectors/themes. It means the fund managers can invest anywhere based on his outlook on the market. Flexi cap schemes are typically recommended to moderate investors to create wealth over a long period of time. Ideally, one should invest in these schemes with an investment horizon of five to seven years.

Best small-cap funds to invest: 5 small-cap funds with up to 31.42% returns in 5 years

Nippon India Small Cap Fund Value Research Fund Rating: ***** Net Assets: Rs 45,749.06 crore 3-Month Returns: 4.81% 6-Month Returns: 21.79% 1-Year Returns: 54.99% 3-Year Returns: 33.67% 5-Year Returns: 31.42% Expense Returns: 1.47%

Best small cap mutual funds to invest in June 2024

Small cap schemes invest in very small companies or their stocks. According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks.

Franklin Templeton Mutual Fund and Nippon India Mutual Fund file drafts for new funds

Franklin Templeton Mutual Fund and Nippon India Mutual Fund have filed draft documents with Sebi for three debt funds and two index funds.

Bonds vs stocks: What is the best asset allocation for mutual fund investors post poll results?

Mutual fund investors are advised on asset allocation in the third term of the Modi-led government. Recommendations cover exposure to different assets for conservative, moderate, and aggressive investors, considering factors like risk appetite and investment horizon.

Best mid cap mutual funds to invest in June 2024

As per Sebi norms, mid cap schemes are mandated to invest in companies that are between 101 and 250 in the market capitalisation. These companies can be leaders of tomorrow. That’s what makes them great bets. If these companies live up to the promise, the market will reward the investors handsomely.

3 out of every 4 small cap mutual funds beat their benchmark in 5 years of Modi government

Small cap mutual funds have showcased strong performance against benchmarks during Modi's second term, with around 74% outperforming. However, investing in them requires high-risk tolerance and a long-term horizon due to their volatile nature. Always consider individual factors before investing.

Two mutual fund schemes turned Rs 10 lakh to Rs 1 crore in 10 years of Modi govt

ETMutualFunds analysis reveals two schemes turning Rs 10 lakh into Rs 1 crore under Modi-led government. Nippon India Small Cap Fund and SBI Small Cap Fund deliver impressive CAGRs. Investors should consider risk appetite and goals before making investment decisions.