Table of Contents
What is the highest performing small cap fund?
Small-Company Stock Funds – 1 year
| FUND NAME | SYMBOL | 5-YR RETURN |
|---|---|---|
| Pimco RAE Fundamental US Small A | PMJAX | 15.21 |
| Rydex S&P SmallCap 600 Pure Value H | RYAZX | 8.73 |
| Highland Small-Cap Equity A | HSZAX | -1.4 |
| Prudential QMA Small-Cap Value A | TSVAX | 10.14 |
Which stock has highest mutual fund holding?
The stocks most bought in the large cap space included the two banking giants of India – ICICI Bank and HDFC Bank….Invest in direct mutual funds.
| Most Sold | ||
|---|---|---|
| Stock | Net Qty Sold (in crore)* | Sale Value(In Rs. cr)* |
| Infosys | 1.63 | 2716.78 |
| Tech Mahindra | 0.96 | 1271.94 |
| Bharti Airtel | 1.61 | 987.38 |
How much should I invest in small-cap stocks?
You can start with 50 percent of your stocks in large-caps, 30 percent in mid-caps, 20 percent in small-caps. Adjust from there according to your risk tolerance. For example, if you want more growth, you could go with 40 percent large-caps, 40 percent mid-caps and 20 percent small-caps.
Which Small Cap ETF is best?
First Trust Small Cap Growth AlphaDEX Fund (FYC)
Which Small Cap ETF should I buy?
The 7 Best Small Cap ETFs (3 From Vanguard) for 2021
- VB – Vanguard Small-Cap ETF.
- ISCB – iShares Morningstar Small-Cap ETF.
- IJR – iShares Core S&P Small-Cap ETF.
- VIOO – Vanguard S&P Small-Cap 600 ETF.
- SCHA – Schwab U.S. Small-Cap ETF.
- IWM – iShares Russell 2000 ETF.
- VSS – Vanguard FTSE All-World ex-US Small-Cap ETF.
Which stocks/mutual funds are selling?
Top 10 Equity Mutual Funds as per AUM
| Top Fund Houses | Equity AUM (Rs bn) |
|---|---|
| HDFC Mutual Fund | 1,753.8 |
| Nippon India Mutual Fund | 1,372.1 |
| Axis Mutual Fund | 1,332.6 |
| UTI Mutual Fund | 1,317.0 |
How much should I invest in a small-cap?
According to SEBI, small-cap funds should invest at least 65\% of their assets in small-cap companies. Small-cap companies are in their nascent stages of growth and have a long way to go before they deliver growth consistently. Small-cap funds can perform exceptionally well during a bullish market phase.