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
