Mid and Small Cap Funds Articles

102 Downloaded
28061 Viewed

A 5,000 monthly SIP in Reliance Small Cap Fund over the last 5 years would have grown to a value of more than 6 lacs (as on 21.04.2016) while the investor would have invested only 3 lacs on a cumulative basis. The annualized SIP returns of this...Read More

54 Downloaded
9553 Viewed

In the previous two articles in this series on Best Mutual Fund consistent performers, we discussed the most consistent Best mutual fund performers in the large cap and diversified equity categories. Consistent performance...Read More

25 Downloaded
15104 Viewed

There is a perception among some mutual fund investors that larger the fund AUM (assets under management), better is the prospect of good performance. However, in reality there is no significant correlation between fund AUM...Read More

163 Downloaded
21688 Viewed

You have been investing for a while in large cap funds and have been getting steady returns. While the steady returns keeps your investment from becoming stagnant, your portfolio is still lacking that aggressive edge where you can give it a push and...Read More

119 Downloaded
19468 Viewed

The last one year has been very good for midcap funds. Midcap funds have given generated significantly superior returns relative to large cap funds over the last one to three year period, as can be seen in the...Read More

213 Downloaded
63342 Viewed

A few days back we had reviewed the top large cap funds based on CRISIL’s most recent ranking. In this blog, we will review the top small and midcap funds While, in the last one year the large cap equity mutual funds...Read More

108 Downloaded
22454 Viewed

ICICI Prudential Value Discovery Fund has given 25.5% returns since inception. The fund scores above most of its peers in the small and midcap category in terms of consistency of performance. CRISIL has ranked...Read More

109 Downloaded
22420 Viewed

In our previous article, Best Diversified Equity funds for SIP in the last 5 years, we had looked at the top 10 diversified equity funds in terms of 5 year Systematic Investment Plan (SIP) returns. Small and...Read More

46 Downloaded
16246 Viewed

The midcap stocks which had been trailing the large cap stocks for the greater part of 2013, in terms of returns, caught up with the large cap stocks by the end of the year, and over the past few months, especially after...Read More

107 Downloaded
18309 Viewed

Small and midcap stocks have the potential to give higher returns than large cap stocks in a bull market. These stocks usually get beaten down more in market corrections, but good quality mid cap stocks rebound...Read More

Feedback
Notification