After a meagre average return of 1.34 per cent in 2022, these funds have achieved a year-to-date average return of 5.4 per cent, surpassing the 1.37 per cent increase of large-cap funds and 3 per cent of mid-cap funds.
There are several reasons why retail investors favour the small-cap fund category. Over the past 10 years, these funds have provided investors with an average return of 19.9 per cent, surpassing both large-cap funds (12.65 per cent) and mid-cap funds (18.06 per cent). Out of the 10 active funds in this category with a 10-year track record, seven have outperformed the S&P BSE small-cap index, which returned 17.2 per cent during the same period.
The small-cap universe is vast, encompassing all stocks beyond the top 250 by market capitalization. This universe is less extensively researched compared to large-cap and midcap stocks, offering mutual fund managers a greater opportunity to discover hidden gems and undervalued stocks. Consequently, there is a greater probability of them delivering alpha for their investors in this category.
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Esta historia es de la edición June 2023 de Investors India.
Comience su prueba gratuita de Magzter GOLD de 7 días para acceder a miles de historias premium seleccionadas y a más de 8500 revistas y periódicos.
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Are You Drinking Too Much Coffee? If Yes, Then You Are Taking A Big Risk!
Coffee contains caffeine in maximum percentage:
LIC MUTUAL FUND
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Maintain 15-20% exposure to US funds in your equity portfolio
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"Consumption is one of the most attractive investment opportunities in India"
Q 1: Your take on the recent Household Consumption Expenditure Survey? Have you observed any great change in urban or rural consumption pattern?
Learn the Magic of Self-Talk There is perpetual self-talk taking place inside all of us
We listen when our self-talk happens in our minds; we listen to whatever is imprinted in our memories and our past conditioning. Many a time we do not hear exactly what the other person is saying, and we form an opinion.
