Small-Cap Funds

Small cap funds: Comparing Nippon India Small Cap vs HDFC Small Cap Fund vs Bandhan Small Cap Fund — which one has given better returns  

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Small cap funds: Comparing Nippon India Small Cap vs HDFC Small Cap Fund vs Bandhan Small Cap Fund — which one has given better returns  

Since the end of 2024 and the beginning of this year, small-cap and mid-cap mutual funds have experienced significant fluctuations. Small-cap funds have suffered significantly due to their exposure to small-cap stocks that are particularly vulnerable to market volatility. They get heavily impacted during market downturns. The small-cap mutual funds and the Nifty Smallcap 250 … Read more

Is Quant Mutual Fund the real winner of the bull market? Financial planner notes why the fund stands out

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Is Quant Mutual Fund the real winner of the bull market? Financial planner notes why the fund stands out

Quant Mutual Fund has gained a reputation for aggressive and dynamic fund management, often taking contrarian bets and sector rotation strategies. Financial planner and SEBI-registered Research Analyst A K Mandhan, in a post on social media platform X, noted that in four years, the fund’s AUM growth has gone up to Rs 1 lakh crore … Read more

‘Lump sum investment for hybrid, large cap funds…’: Motilal Oswal’s suggestion amid market correction

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‘Lump sum investment for hybrid, large cap funds…’: Motilal Oswal’s suggestion amid market correction

Motilal Oswal Private Wealth (MOPW) has issued a recommendation for investors to pursue lump sum investments in Hybrid and large-cap funds. This guidance comes in response to the recent market corrections which have seen large-cap valuations fall below their 10-year average. The advisory reflected the firm’s strategic outlook amidst ongoing consolidation in the Indian equity … Read more

‘Small-cap investments come with…’: Financial planner shares his tips on MF investment strategy

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‘Small-cap investments come with…’: Financial planner shares his tips on MF investment strategy

Amid the current market fall, some investors are facing a dilemma on whether to continue their systematic investment plans (SIPs) in mid and small-cap mutual fund schemes. In 2025, the Nifty 50 has seen a decrease of around 2 percent, while the Nifty Midcap 150 index has dropped by 7 percent, and the Nifty Smallcap … Read more

Small & mid-cap funds: Which investment strategies can help you maximise returns during market selloff

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Small & mid-cap funds: Which investment strategies can help you maximise returns during market selloff

Recently, there has been a lot of attention paid to mid- and small-cap funds. Veteran fund manager S. Naren’s remarks have sparked a significant discussion on SIPs, particularly with regards to short-term investments in small and midcap funds. Many average investors see these funds as a great way to balance risk and return on their … Read more

These 4 equity mutual fund categories offer positive returns in November – Positive performers

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These 4 equity mutual fund categories offer positive returns in November – Positive performers

In November, technology, international, large & mid-cap, and mid-cap funds delivered positive returns. Technology funds led with a 4.41% average return. Auto and energy & power funds were the worst performers, losing 2.32% and 2.31%, respectively. Source link

86% equity mutual funds outperform their benchmarks in November

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86% equity mutual funds outperform their benchmarks in November

Around 86% equity mutual funds have outperformed their respective benchmarks in November, an analysis of performance of equity mutual funds and their respective benchmarks showed. There were around 277 equity mutual funds in the said period and 237 funds have managed to beat their benchmarks in the mentioned period. In other words, around 40 equity … Read more

These small cap funds offer over 35% SIP return in 5 years. Do you own any? – Over 35% return

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These small cap funds offer over 35% SIP return in 5 years. Do you own any? – Over 35% return

Four small cap funds offered over 35% XIRR on SIP investments in the last five years. Quant Small Cap Fund offered the highest XIRR of 43.5%. Nippon India Small Cap Fund, Tata Small Cap Fund, and HSBC Small Cap Fund offered XIRRs between 35.42% and 38.57%. Source link

Mutual funds: Market regulator Sebi to release stress test findings on small-cap funds

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Mutual funds: Market regulator Sebi to release stress test findings on small-cap funds

Capital market regulator Securities and Exchange Board of India (Sebi) is planning to implement an industry-wide stress test for small-cap funds, moving away from the previous trend of conducting fund-specific assessments. Sebi’s whole-time member Ananth Narayan mentioned this significant development during his address at the Cafe Mutual Conference.  He added the capital markets regulator will … Read more

How to plan a Rs 8 crore mutual fund portfolio for retirement with Rs 50,000 monthly SIP. Expert tips

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How to plan a Rs 8 crore mutual fund portfolio for retirement with Rs 50,000 monthly SIP. Expert tips

I want to invest monthly Rs 50,000 in the mutual fund for my retirement. I want a corpus of Rs 8 crore. I can invest another 19 years. Suggest me how I can prepare my portfolio and advice accordingly on which I can invest.  Shivansh Dandona: Head – Investment Management, FinEdge says a rough calculation … Read more