Sanjeev Phukan
KF Ace
Pliz suggest for a horizon of 20 years which small cap fund to invest in 2024????
Small cap fund
- Thread starter Sanjeev Phukan
- Start date
theraj0007
KF Expert
GO WITH QUANT SMALL CAP OR NIPPON INDIA SMALL CAP.
guptajoy961
KF Expert
Hey there! So, you’re thinking about investing in small cap mutual funds for the next 20 years, starting in 2024? That’s a great idea! Let me share some options that could be a good fit for you.
First up, we have the Nippon India Small Cap Fund. It’s the big fish in the pond - the largest small cap fund by assets. What’s impressive is its track record. It has consistently delivered over 20% returns in the 5-year, 7-year, and 10-year time frames. Plus, it has consistently outperformed its benchmark, the Nifty Smallcap 250 index. Not too shabby, right?
Next, let’s talk about the Quant Small Cap Fund. This fund has been a star performer with the highest returns of over 36% in the 5-year horizon and around 25% in the 7-year horizon. It did fall a bit short in the 10-year period, but it’s still a strong contender for long-term small cap exposure.
Last but not least, we have the Axis Small Cap Fund. This fund has been consistently in the top quartile for performance over the last 10 months. It’s definitely one to consider for its potential to generate high returns over the long term.
The key factors that make these small cap funds a good fit for a 20-year investment horizon are their long-term track record, ability to outperform the benchmark, and the fund manager’s expertise in navigating the volatile small cap space.
Given the 20-year investment horizon, these small cap funds can be good options to consider for aggressive investors looking to generate significant wealth over the long term, despite the higher risk involved.
Remember, investing is all about patience and persistence. Happy investing!
The INSANE Trader
KF Mentor
Quant Smallcap Growth Funds & Nippon India Growth Smallcap Funds will be a great pick.
