SMALL CAP ROLLING RETURNS
Best small cap mutual funds to invest in July 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.
7 equity mutual funds offer over 20% return in both three and five years
Around seven equity mutual funds have offered more than 20% return based on daily rolling returns in the last three and five years, according to the data from ACE MF.
Don't be afraid to be bullish, just a bit of hard work and a pinch of patience: 4 smallcap stocks for long term investors
Given how nifty and sensex are moving and market breadth is panning out, it is very likely that we are soon going to enter a phase, where the desire to own small caps would come in the category of “highest”. Another side of the story, when that happens, what will get ignored is that “risks” are also at the highest when bulls are controlling the small cap segment. For all those who still want to take exposure to them, in such times, it would be better to be cautious in selecting the stocks, better to go with buying in smaller quantities and buy stocks where the underlying business has good macro fundamentals. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
India Playbook 2024: Where to invest conundrum?
Retail investors favor small-cap stocks due to high returns. Large-caps trade at a valuation discount to small-caps. Domestic ownership prevails in small-caps, with retail investors holding a significant share. Opportunities exist in Finsumption, Capex, and Make in India themes favoring small and mid-cap companies.
These four equity mutual fund categories gave over 25% return in three years
Around four equity mutual fund categories gave more than 25% return in the last three years, according to the data from ACE MF.
187 BSE500 stocks offer double digit returns as markets scaled new heights in June
The India Cements was the top gainer in this pack with nearly 44% return, followed by Amara Raja Energy (41%), JK Paper (40.5%), and V Mart Retail (40.5%).
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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.
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.
Midcap mavericks top mutual fund chart in first half of 2024 with 24% return
Diverse mutual funds excelled in the first half of 2024, with top performers including JM Midcap Fund, Kotak India EQ Contra Fund, and HSBC Large & Mid Cap Fund.
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.
495% returns! Quant Mutual Fund No. 1 in smallcap category in last 5 years
Quant Mutual Fund has received inquiries from Sebi in the suspected front-running case. The market regulator has seized mobile phones, computers and other digital devices while raiding Quant's Mumbai headquarter and the Hyderabad premises of suspected beneficiaries to find out who was leaking confidential information from the fund house to make profit.
These equity MFs offered over 70% returns in one year
Around 249 equity mutual funds have offered more than 60% returns in tha last one year. Of these, 5 gave over 70% returns in the said period, according to the data extracted from ACE MF.
MFs sound caution on ‘excessive’ valuations in mid & small-caps
The share of mid-cap and small-cap companies in India's total market value reached a record high in May. Fund managers caution that the sharp rise in these shares may be excessive, citing excessive valuations in the segment.
10 mid & smallcap stocks with high analyst ratings that can deliver up to 35% returns
Several brokerages are bullish on a variety of stocks across different sectors, including banking, finance, and information technology. According to Trendlyne data, 10 Nifty Mid Small Cap 400 stocks, such as IDFC First Bank, Tata Technologies, Angel One, and Piramal Pharma, have received high analyst ratings and could potentially deliver up to 35% returns. Here's the list:
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.
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%
85% smallcap mutual funds outperform benchmarks in May
Around 85% of small cap mutual funds outperformed benchmarks in May, with 23 out of 27 funds beating their respective benchmarks. Aditya Birla Sun Life Small Cap Fund, Axis Small Cap Fund, and Canara Rob Small Cap Fund were top performers.
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.
Equity mutual funds offer average return of 1.20% in May, sectoral funds top chart
Equity mutual funds offered an average return of 1.20% in May, with sectoral funds topping the chart in performance.
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.
HDFC Small cap mutual fund is lagging behind the index and its peers sharply; what should investors do
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
Equity mutual funds deliver up to 240% return in Modi government's second term
Equity mutual fund categories under Modi's second term witnessed significant returns, with small cap funds leading at 243.94%. Nippon India Small Cap Fund topped with 304.07%. ELSS funds, large cap, and aggressive hybrid funds also showed notable performance.
Mutual fund investors earn up to 960% returns in 10 years of Modi government
Mutual fund investors have earned impressive returns of up to 960% in the last 10 years of the Modi government. Around 195 equity schemes were analyzed, with top performers including Nippon India Small Cap Fund and SBI Small Cap Fund.
These 34 equity mutual funds double investors' wealth in three years
Around 34 equity mutual funds have doubled investors' wealth in the last three years through schemes like Motilal Oswal Midcap Fund and small cap funds like Quant Small Cap Fund and Nippon India Small Cap Fund.
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