Lumic
NIFTY 50·22,888.95−1.11%SENSEX·73,852.90−1.17%BANK NIFTY·55,488.10−0.64%RELIANCE·1,202.00−0.76%HDFC BANK·712.00−2.31%ICICI BANK·1,381.00−1.15%BHARTI AIRTEL·1,875.20−1.56%INFOSYS·1,130.70−2.63%L&T·3,661.90+0.96%TCS·2,460.90−0.17%ITC·260.80−1.02%SBI·973.70+1.15%AXIS BANK·1,236.00−4.19%NIFTY 50·22,888.95−1.11%SENSEX·73,852.90−1.17%BANK NIFTY·55,488.10−0.64%RELIANCE·1,202.00−0.76%HDFC BANK·712.00−2.31%ICICI BANK·1,381.00−1.15%BHARTI AIRTEL·1,875.20−1.56%INFOSYS·1,130.70−2.63%L&T·3,661.90+0.96%TCS·2,460.90−0.17%ITC·260.80−1.02%SBI·973.70+1.15%AXIS BANK·1,236.00−4.19%

Nifty

21 Small-Cap Funds Deliver Over 15% Returns in Six Months as Rally Broadens

2 months ago · Lumic

Graph showing positive returns for 21 small-cap mutual funds in India over six months.
Lumic
2 months ago
21 Small-Cap Funds Deliver Over 15% Returns in Six Months as Rally Broadens
KEY POINTS
All 21 funds gained over 15%, with returns ranging from 15.48% to 29.07% in six months.
All 21 funds gained over 15%, with returns ranging from 15.48% to 29.07% in six months.
Four funds delivered between 20% and 25%, while two funds crossed the 25% return mark
LUMIC INSIGHT
Small caps can be deemed as the new Alpha creators.
Financial Express·2 months ago

In a significant development for the Indian mutual fund space, as many as 21 small-cap funds have delivered impressive returns exceeding 15% in just the last six months. This broad-based rally in the small-cap segment, reflected in indices like the Nifty Smallcap 250, suggests growing investor interest. These equity mutual funds are demonstrating their potential as alpha creators, with individual fund returns ranging from 15.48% to a striking 29.07%. Four funds notably achieved returns between 20% and 25%, while two even crossed the 25% mark. This performance highlights the opportunities within small-cap stocks, though investors should consider these trends within the broader context of mutual fund investment strategies, including SIP investment, and understand small-cap valuation dynamics. Lumic provides insights into such impact news within the Indian finance and markets.

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