In a small-cap fund, the fund manager invests at least 65% of the portfolio in small-cap stocks. Small-cap stocks give individual investors an edge over institutional investors.11 Jan 2022
What is a small-cap investment fund?
Small-cap equity funds are those that invest in equity shares of companies whose market capitalisation is less than Rs 5,000 crore.11 Jan 2022
Which small-cap fund is best in 2021?
- ITI Small Cap Fund: 33.26%
- SBI Small Cap Fund: 44.74%
- IDFC Emergency Business Fund: 48.78%
- ABSL Small Cap Fund: 49.04%
- UTI Small Cap fund: 54.23%
Which small-cap fund is best?
Fund Name Category 1Y Returns
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Axis Small Cap Fund Equity 60.7%
Kotak Small Cap Fund Equity 63.9%
Nippon India Small Cap Fund Equity 73.6%
Tata Small Cap Fund Equity 68.8%
Is small-cap A Good investment?
Small-cap stocks are considered good investments due to their low valuations and potential to grow into big-cap stocks, but the definition of a small-cap has changed over time.
What is the difference between large-cap and small-cap?
Big-cap stocks—also referred to as large-cap stocks—are shares of larger companies. Small-cap stocks, on the other hand, are shares of smaller companies. What was considered a big cap stock in 1980 is now a small-cap stock today.
Are small-cap mutual fund risky?
Small-cap companies tend to be riskier investments than large-cap companies. They have greater growth potential and tend to offer better returns over the long-term, but they do not have the resources of large-cap companies, making them more vulnerable to negative events and bearish sentiments.
Which Small Cap Fund is best for SIP?
Mutual fund 5 Yr. Returns Min. Investment
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Quant Small Cap Fund - Direct Plan-Growth 23.48% ₹5000
BOI AXA SMALL CAP FUND Direct Plan - Growth -- ₹5000
Axis Small Cap Fund - Direct Plan - Growth 23.8% ₹5000
Tata Small Cap Fund - Direct Plan - Growth -- ₹5000
Which cap is best for SIP?
- Canara Robeco Bluechip Equity Fund. (Erstwhile Canara Robeco Large Cap+ Fund)
- IDBI India Top 100 Equity Fund.
- Kotak Bluechip Fund.
Who is the fund manager of Axis Mutual Fund?
Anupam Tiwari
Who is jinesh Gopani?
He has completed M.M.S. in Finance from Mumbai University. A total experience of 16 years in the capital markets of which 8 years are in equity fund management. Previous experience includes Birla Sun Life Mutual Fund and Voyager Capital.
Who is Shreyash Devalkar?
Mr. Devalkar has an experience of more than 5 years in equities markets as an Equity Research Analyst and he specializes in Information Technology, Telecommunication services, Industrials and Utilities sectors. He began his career in equity analysis space in 2005 as an Equity Research Analyst with IDFC Capital.