INVESTMENTS
SMALL CAP INDEX MUTUAL FUND
What is Small Cap Index Mutual Fund?
The goal of these funds is to mimic the performance of small-cap indices such as BSE 250 Smallcap, NIFTY Smallcap 250, and so on. Investing in the same equities in the same quantities as the index is the concept.
Typically a company that has a market capitalisation of less than Rs. 5,000 crore is normally classified as a small cap company. Funds that are dedicated to investing in such small cap companies are called small cap funds.
Advantages of Small Cap Index Mutual Fund
Who Invest in Small Cap Index Mutual Fund:
For investors who are currently in the market and are searching for additional methods to diversify their holdings, it is appropriate. It makes sure that your assets are diversified throughout a variety of other investment types and not only small cap funds, since small cap funds can be hazardous by nature.
Because these funds invest in smaller firm equities that have not yet seen growth, they have a significantly higher risk than mid-cap or large-cap funds. As a result, it may be appropriate for investors who can withstand rapid drops in the fund's value or who are prepared to assume some risk.
While small cap funds are noted for their strong long-term performance, they are susceptible to sharp short-term volatility. Because of this, they are the best candidates to be long-term investors in the funds.
For investors who are currently in the market and are searching for additional methods to diversify their holdings, it is appropriate. It makes sure that your assets are diversified throughout a variety of other investment types and not only small cap funds, since small cap funds can be hazardous by nature.
Because these funds invest in smaller firm equities that have not yet seen growth, they have a significantly higher risk than mid-cap or large-cap funds. As a result, it may be appropriate for investors who can withstand rapid drops in the fund's value or who are prepared to assume some risk.
While small cap funds are noted for their strong long-term performance, they are susceptible to sharp short-term volatility. Because of this, they are the best candidates to be long-term investors in the funds.
Top Performing Small Cap Index Mutual Funds
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct - Growth is a Small Cap Index mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This fund has been in existence for 2 yrs 8 m, having been launched on 15/03/2021. Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Direct - Growth has ₹100 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.5%, which is higher than what most other Small Cap Index funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
FUND RETURNS
| Returns | 3M | 6M | 1Y | ALL |
|---|---|---|---|---|
| 17.6% | 42.5% | 47.0% | 57.7% |
Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth is a Small Cap Index mutual fund scheme from Motilal Oswal Mutual Fund. This fund has been in existence for 4 yrs 3 m, having been launched on 19/08/2019. Motilal Oswal Nifty Smallcap 250 Index Fund Direct - Growth has ₹453 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.36%, which is close to what most other Small Cap Index funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
FUND RETURNS
| Returns | 3M | 6M | 1Y | ALL |
|---|---|---|---|---|
| NA | 36.8% | 32.7% | 28.9% |
SBI Nifty Smallcap 250 Index Fund Direct - Growth is a Small Cap Index mutual fund scheme from Sbi Mutual Fund. This fund has been in existence for 1 yrs 2 m, having been launched on 21/09/2022. SBI Nifty Smallcap 250 Index Fund Direct - Growth has ₹332 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.41%, which is close to what most other Small Cap Index funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
FUND RETURNS
| Returns | 3M | 6M | 1Y | ALL |
|---|---|---|---|---|
| 12.2% | 33.7% | 37.2% | 41.8% |
Nippon India Nifty Smallcap 250 Index Fund Direct - Growth is a Small Cap Index mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 3 yrs 2 m, having been launched on 28/09/2020. Nippon India Nifty Smallcap 250 Index Fund Direct - Growth has ₹719 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.32%, which is close to what most other Small Cap Index funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
FUND RETURNS
| Returns | 3M | 6M | 1Y | ALL |
|---|---|---|---|---|
| NA | 36.6% | 32.5% | 36.1% |
ICICI Prudential Nifty Smallcap 250 Index Fund Direct - Growth is a Small Cap Index mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 2 yrs 1 m, having been launched on 14/10/2021. ICICI Prudential Nifty Smallcap 250 Index Fund Direct - Growth has ₹183 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.3%, which is close to what most other Small Cap Index funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
FUND RETURNS
| Returns | 3M | 6M | 1Y | ALL |
|---|---|---|---|---|
| 12.2% | 33.5% | 37.2% | 33.5% |
Edelweiss Nifty Smallcap 250 Index Fund Direct - Growth is a Small Cap Index mutual fund scheme from Edelweiss Mutual Fund. This fund has been in existence for 1 yrs, having been launched on 10/11/2022. Edelweiss Nifty Smallcap 250 Index Fund Direct - Growth has ₹15 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.14%, which is less than what most other Small Cap Index funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
FUND RETURNS
| Returns | 3M | 6M | 1Y | ALL |
|---|---|---|---|---|
| 8.9% | 12.1% | 33.6% | 34.4% |
HDFC NIFTY Smallcap 250 Index Fund Direct - Growth is a Small Cap Index mutual fund scheme from Hdfc Mutual Fund. This fund has been in existence for 7 m, having been launched on 06/04/2023. HDFC NIFTY Smallcap 250 Index Fund Direct - Growth has ₹69 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.3%, which is close to what most other Small Cap Index funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
FUND RETURNS
| Returns | 3M | 6M | 1Y | ALL |
|---|---|---|---|---|
| 8.8% | 12.2% | 33.2% | 41.7% |
Kotak Nifty Smallcap 50 Index Fund Direct - Growth is a Small Cap Index mutual fund scheme from Kotak Mahindra Mutual Fund. This fund has been in existence for 8 m, having been launched on 16/03/2023. Kotak Nifty Smallcap 50 Index Fund Direct - Growth has ₹21 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.4%, which is close to what most other Small Cap Index funds charge.
HOLDING ANALYSIS
EQUITY SECTOR ALLOCATION
FUND RETURNS
| Returns | 3M | 6M | 1Y | ALL |
|---|---|---|---|---|
| 11.9% | 18.2% | 42.8% | 50.8% |
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