Lumic
NIFTY 50·23,523.10+0.82%SENSEX·77,346.06+0.62%IPOs·83.21−0.12%GOLD·$82.45−1.80%NIFTY 50·23,523.10+0.82%SENSEX·77,346.06+0.62%IPOs·83.21−0.12%GOLD·$82.45−1.80%

Nifty

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

22 days ago · Lumic

Graph showing upward trend in small-cap fund returns, indicating a market rally.
Lumic
22 days 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·22 days ago

The Indian mutual fund market is witnessing a robust rally, especially within the small-cap segment. This 'Insights' piece highlights how 21 small-cap funds have delivered impressive returns, exceeding 15% over the last six months. These gains, ranging from 15.48% to a remarkable 29.07%, underscore the potential of small-cap stocks in driving Alpha. Four of these equity mutual funds achieved returns between 20% and 25%, with two even crossing the 25% mark. This broad-based advance across small-cap mutual funds suggests a widening market participation beyond large caps, making them a noteworthy area for investors exploring SIP investment strategies in the Indian mutual funds landscape. While past performance is no guarantee, this trend indicates a dynamic phase for small-cap valuation and overall market momentum.

More in Nifty