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Small-cap mutual funds have gained popularity among aggressive investors looking for high returns. While these funds carry higher risk, they also offer the potential for outsized gains over the long term. What makes them even more attractive is when they combine top-tier performance with low expense ratios. In the last five years, a few small-cap funds have done just that—delivering over 5x growth while keeping costs impressively low.
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The rally in that segment has bounced back sharply, and valuations remain elevated, says Gubbi
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The conclusion drawn from January's data is that investors still have confidence in the Indian economy and markets, and they have taken advantage of the recent decline to average their positions
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Midcap and smallcap funds have been wealth creators over the long run. However, it is crucial for small investors to be cautious when investing in mid and smallcap funds depending on their risk tolerance. Here we elucidate how small investors can approach mid-cap and smallcap funds
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Small-cap funds have been under the spotlight due to rising market valuations. SEBI has asked fund houses to take measures to de-risk their portfolios. One such method that fund houses use is to add large-cap stocks. Data shows that allocation to largecap stocks by smallcap funds has more than doubled over the last two years
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Sailesh Raj Bhan, CIO of Nippon AMC, which manages the largest small-cap fund with more than Rs 45,000 crore in assets spoke to Moneycontrol about the impact of Sebi advisory and his portfolio strategy
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Largecap stocks held by mid-cap and small-cap funds tend to cushion the fall whenever the market corrects. However, it is not a cause of concern for the long term investors
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One should pick funds carefully and have the patience to stay invested for at least 5-7 years.
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Investors are pouring money into mid-and small-cap funds reflecting an increase in risk appetite among retail investors
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While small and micro-cap indices have given better returns over the long term, the problem lies during a crisis, when the illiquid nature of small-cap stocks makes exit difficult without deep losses
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Despite fears around a recession in the US, Indian markets continued to witness flows likely based on expectations around growth in the Indian markets.
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Although small-cap equity funds have given decent three-year returns, keep in mind their high volatility and a faster-than-normal rise in corpus sizes.
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Contribution through systematic investment plans – the preferred means of investing in mutual fund for individual investors - fell marginally to Rs 12,139 crore in July compared to Rs 12,275 crore in previous month
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After topping the charts in 2021 on the back of rising equity markets, small-cap funds have come crashing down so far this year. But they are still a good tool for long-term wealth creation if you are patient enough.
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This segment offers greater flexibility to fund managers as the number of companies is larger
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All 40 schemes in the small cap category delivered negative returns in one month period ending February 9.
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Mid and small-cap mutual fund schemes have delivered negative 6 percent returns during in one-week period ended May 25 under performing the large cap fund category
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Investment advisors caution against putting fresh money in small and mid-cap funds given their high valuations and also due to concerns over liquidity.
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Over the same period, about 59 percent of the large-cap equity funds underperformed benchmark S&P BSE 100 index.
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Midcaps have been the best performer for most part of the last two years. However, of late, they have emerged as volatile bets. This makes one rethink about this mid cap exposure.
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Understanding the nuances of investing in mutual funds requires hard work and the returns take on a learning curve. With meticulous planning, the rewards from mutual funds will far outweigh the required efforts.
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As per CRISIL Research's study, funds in the mid cap domain delivered not just better returns but were also less volatile as compare to its peer Large cap.
