SMALLCAP FUND
These 3 smallcap mutual funds contributed 61% to total inflows in six months Quant, Nippon India, and SBI smallcap funds together attracted a staggering 61% of all investments in the category.
03 Jul, 2024, 03.47 PM ISTOnly 12 smallcap funds beat benchmarks in 1st half of 2024 Only 12 small-cap funds managed to beat their respective benchmarks in the first half of 2024 out of a total of 27 small-cap funds.
30 Jun, 2024, 03.48 PM IST495% 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 suspec...
24 Jun, 2024, 03.45 PM IST- ADVERTISEMENT
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.
21 Jun, 2024, 07.27 AM ISTEvery 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.
20 Jun, 2024, 02.48 PM ISTMF Talk: Himanshu Srivastava of Morningstar has some advice for investors investing in small & midcap funds Intermittent corrections provided investors some buying opportunity in a market, which has largely witnessed a prolonged uptrend for a long time now.
15 Jun, 2024, 10.47 AM IST7 mutual funds added these smallcap stocks to their portfolios in May 7 mutual funds increased their exposure to these smallcaps
14 Jun, 2024, 09.20 PM ISTETMarkets MF Talk: Plan to invest Rs 10 lakh in Modi 3.0? Keep 40% in mid & smallcap fund & 20% in largecaps We believe that elections are just another passing event in the long investing journey for an investor. There have been many coalition governments in the past as well, however, we have also seen that an investor who stays invested by remaining focus...
11 Jun, 2024, 09.10 AM ISTThese smallcap mutual funds outperformed benchmarks in May There were 27 smallcap funds in the said period. Here are the top five outperformers, according to the data pulled by ACE MF.
09 Jun, 2024, 02.01 PM IST85% 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.
06 Jun, 2024, 11.36 AM ISTInfra, PSU, Midand Small-Cap MFs Biggest Gainers in Modi 2.0 The presence of many mid-cap and small-cap companies in niche segments like infrastructure, chemicals, capital goods and consumer discretionary, which delivered higher profitability and earnings growth saw their stocks gain more than benchmark indic...
06 Jun, 2024, 10.11 AM IST3 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. Alway...
03 Jun, 2024, 11.56 AM ISTMutual fund SIP inflows jumped over 2 times in Narendra Modi's second term as PM According to the Association of Mutual Funds in India, the number of SIP accounts has more than tripled from 2.73 crore in June 2019 to 8.70 crore in April 2024, while the number of mutual fund folios has surged by 118% from 8.32 crore in May 2019 t...
29 May, 2024, 04.52 PM ISTThese 3 equity mutual fund categories deliver over 25% return in three years27 May, 2024, 01.52 PM IST These 6 equity mutual funds deliver over 20% CAGR in five years24 May, 2024, 05.38 PM IST Smallcap-based PMS funds held 21.25% of their portfolios in cash; here’s the breakdown Funds keep cash in their portfolios to repay investors in case they liquidate their investments or any good investment opportunities arise.
24 May, 2024, 03.22 PM ISTSilver ETFs beat smallcap, largecap MFs with 26% return in 2024 so far Silver ETFs outperformed smallcap and largecap mutual funds in 2024, with a 26% return so far. Silver funds, dedicated to investing in silver, delivered an average return of 26.08% in 2024, with top performers including HDFC Silver ETF and UTI Silve...
23 May, 2024, 11.56 AM ISTMid & smallcap fund? Do we need a new category targeting both mid and smallcap stocks Since the beginning of 2024 large and midcap category has seen inflows of Rs. 11,340 crores followed by multicap category at Rs. 10,004 Cr. and the flexi-cap category at Rs. 9,971 crore, higher than the inflows in largecap, midcap and smallcap cate...
20 May, 2024, 06.44 PM ISTThis small cap mutual fund turns monthly investment of Rs 20,000 to Rs 1 crore in 10 years ETMutualFunds analysis reveals Quant Small Cap Fund's remarkable feat: turning a monthly SIP of Rs 20,000 into Rs 1 crore over a decade, boasting an impressive XIRR of 27.24%. Managed by Ankit Pande, Vasav Sahgal, and Sanjeev Sharma, the fund alloca...
20 May, 2024, 10.42 AM ISTSmallcap index hit record high but why did 93% smallcap MFs underperformed? The small cap schemes are benchmarked against Nifty Smallcap 250 - TRI and S&P BSE 250 Small Cap - TRI. In April, they offered 7.20% and 6.58% returns respectively. The small cap stocks have also offered returns up to 86% with the smallcap index end...
09 May, 2024, 11.37 AM IST