Around 75% small cap mutual funds have managed to outperform their respective benchmarks in the month of September. There were 28 small cap funds in the said period, out of which 21 funds managed to outperform their respective benchmarks in the mentioned period. In the other words, only seven small cap funds failed to beat … Read more
Around 16 equity mutual funds have offered negative returns in the last one month. A deep dive into the data showed that out of 16 funds which offered negative returns, eight were from Quant Mutual Fund. The first eight funds in the list of losers were from Quant Mutual Fund. Quant ELSS Tax Saver Fund … Read more
Jun 07, 2024, 09:22:45 PM IST Three equity mutual fund categories gave more than 25% returns in the last five years. The returns ranged between 25.22% and 26.94%, according to data pulled from ACE MF. Getty Images 2/5 Smallcap funds top return chart Smallcap funds have offered the highest average return of around 26.94% in … Read more
Small cap mutual fund schemes are in focus these days. These schemes that invest in the stocks of very small companies have given over 40.44% in 2023. In April 2024, the small cap funds again gained investors interest and received an inflow of Rs 2,208.70 crore.The talk about the higher valuations in the small cap … Read more
Around 81% smallcap mutual funds have underperformed their respective benchmarks in 2024 so far. There were around 27 smallcap mutual fund schemes in the market. Out of 27 smallcap schemes, 22 schemes have underperformed their respective benchmarks. In other words, only five smallcap schemes managed to outperform their respective benchmarks in 2024 so far. UTI … Read more
Three small cap schemes have continuously underperformed their respective benchmarks in two consecutive years (2022 and 2023), an analysis of yearly returns of the category by ETMutualFunds showed. Around 23 small cap schemes have completed two years of existence in the market. Out of these 23 small cap schemes, three schemes – Aditya Birla Sun … Read more
Small-cap funds received a quarter of the total inflows into equity mutual funds in 2023, compared with just 2.5% in 2021. The average inflows into small-cap funds doubled on year to ₹3,419 crore in 2023. Synopsis In December, small-cap funds added more than 935,000 folios, or accounts, data from the Association of Mutual Fund of … Read more
