Small cap mutual fund

sameer_ks

KF Ace
For a small cap mutual funds investment, one should have min 3 to 5 years if horizon, since you are willing to wait for 20 years, most of small cap mutual funds will perform. You can think of funds like Nippon small cap, SBI small cap, DSP small cap, etc
 

guptajoy961

KF Expert
Please suggest Which small cap fund is best to invest in 2024 for at least 20 years horizon????

Hey there! So, you’re thinking about investing in small cap mutual funds for the long haul, huh? That’s a bold move! Let’s dive into some options that could be a good fit for your 20-year horizon:
  1. Nippon India Small Cap Fund: This fund is the big fish in the small cap pond, with the largest assets. It’s been delivering over 20% returns in the 5-year, 7-year, and 10-year time frames. Plus, it’s consistently outperformed its benchmark, the Nifty Smallcap 250 index. Not too shabby, right?
  2. Quant Small Cap Fund: Now, this one’s a bit of a dark horse. It’s offered the highest returns of over 36% in the 5-year horizon and around 25% in the 7-year horizon. It did underperform its benchmark in the 10-year period, but it’s still a strong contender for long-term small cap exposure.
  3. Axis Small Cap Fund: This fund has been consistently performing well over the last 10 months, landing it in the top quartile for performance. It’s definitely one to consider for its potential to generate high returns over the long term.
When you’re looking at these funds, keep an eye on their long-term track record, their ability to outperform the benchmark, and the fund manager’s expertise in navigating the volatile small cap space.
Given your 20-year investment horizon, these small cap funds could be great options to consider. They’re perfect for aggressive investors looking to generate significant wealth over the long term, despite the higher risk involved. But remember, always do your own research and consider seeking advice from a financial advisor. Happy investing! 🚀
 
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